Education Intelligence Agency

Public education research, analysis and investigations


Written By: Mike Antonucci

Below are links to Adobe Acrobat file copies of internal documents created by the National Education Association, its affiliates, and other U.S. labor unions with an interest in public education.

*     NEA’s Charter Task Force Report, April 2017. The union’s updated policy on charter schools, adopted unanimously by the NEA board of directors.

*     October 1, 2015 PowerPoint presentation used by NEA president Lily Eskelsen García to persuade the union’s representative bodies to recommend Hillary Clinton for the Democratic presidential nomination.

*     Descriptions of the breakout sessions for the NEA Leadership Summit scheduled for February 24, February 25 and February 26 in Orlando, Florida.

*     California Teachers Association September 23, 2016 memo to union activists about pension negotiations with its own staff. The union’s employee pension system has $105 million in unfunded liabilities.

*     “Threat to Public Education Now Centers on Massachusetts.” A May 2016 report by the Massachusetts Teachers Association listing the vast array of groups and individuals opposed to the union’s agenda. The document is an update of MTA’s 2013 report “Threat from the Right,” indicating the union’s opponents now longer dwell exclusively on the Right.

*     NEA’s “Beat Privatization” Toolkit. A strategy to derail school district attempts to privatize services. Offers advice to local union leaders like “DON’T argue the numbers ($ cost and $ savings)!”

*     California Teachers Association’s talking points for the extension of Proposition 30. Such as, “In (insert your local school district) Prop. 30 funds have allowed us to (insert what you’ve been able to do with the funding like negotiate for smaller class sizes, rehired XX teachers and counselors, restored salary cuts with an increase of XX%, reinstated music, P.E. and art, etc.).”

*     Presentation by the Jefferson County Education Association (CO) about its school board recall strategy. During the recall, JCEA denied it was orchestrating the effort.

*     NEA “member assessment scale” #1 and #2. When a union representative speaks to a member about politics, he/she is advised to evaluate the member on willingness to “engage constructively on value of the union.”

*     Massachusetts Teachers Association president Barbara Madeloni’s settlement agreements with the University of Massachusetts Amherst. The original January 3, 2013 agreement grants Madeloni a payout and a year of unpaid leave, during which she became president of MTA. Soon after, an amended agreement, dated May 21, 2014, was reached. Madeloni’s leave of absence was extended by two years, in exchange for giving up all employment rights and claims against the university.

*     Many Voices, One NEA Message. A 2016 PowerPoint presentation by NEA’s communications department that details the union’s strategy for tailoring its PR agenda to various audiences.

*     California Teachers Association “Resist Teach For America” Toolkit. Resources and tips for CTA activists to stop the use of TFA recruits in the nation’s classrooms.

*     Memphis-Shelby County Education Association fact sheet detailing its reasons for disaffiliating from the Tennessee Education Association and NEA.

*     October 6, 2015 special announcement from Vermont NEA president Martha Allen, announcing the state union’s continued support for Bernie Sanders, despite the endorsement of Hillary Clinton by the NEA board of directors.

*     National Education Association talking points, explaining the union’s rationale behind endorsing a 2016 candidate early.

*     2015 budget details and membership totals from the Kentucky Education Association Program and Budget Committee.

*     Membership numbers for every Indiana State Teachers Association local affiliate as of August 2014.

*     July 2, 2015 memo from The Steering Committee of former Alabama Education Association officers demanding an end to the NEA trusteeship over AEA.

*     New Jersey Education Association Collective Bargaining Manual. Information and tactics for negotiating teacher collective bargaining agreements in the state of New Jersey. Includes a full sample contract.

*     Membership numbers for every Oregon Education Association local affiliate as of February 2015.

*     Memo from United Teachers of Dade president Pat Tornillo to the union’s parent affiliates, defending his financial practices. It is dated April 21, 2003. Eight days later the FBI raided UTD headquarters. Tornillo was ultimately charged with using over $650,000 of union dues on personal expenses. He pleaded guilty to mail fraud and filing a false tax return.

*     Tentative Agreement details from 2014 collective bargaining between California Teachers Association and California Staff Organization.

*     More TA details from 2014 collective bargaining between California Teachers Association and California Staff Organization.

*     Engaging Members and Leaders in a Non-Agency Fee World: A Toolkit. NEA’s strategy for dealing with an environment where agency fees are no longer allowed.

*     Rock the Union: An Action Plan to Engage Early Career Teachers & Elevate the Profession. A 2014 report by NEA and TeachPlus about the obstacles placed in front of new teachers that stymie their participation in union activities.

*     National Education Association Leadership Summit Breakout Sessions 2015. A description of the workshops and seminars at the union’s conference in Anaheim in February 2015.

*     National Education Association Governance Review Committee PowerPoint. Outline for internal reforms that resulted in no significant changes.

*     National Education Association 2014-2016 Strategic Plan & Budget. NEA budget and priorities for the next two years.

*     California Teachers Association Strategic Plan. All of CTA’s goals between now and 2018.

*     California Teachers Association External Messaging Tactics. PowerPoint presentation on how the union crafts its message to the outside world.

*     California Teachers Association’s plans for changes to agency fee laws. Contingency plan in case the U.S. Supreme Court overturns agency fee laws.

*     Report of the NEA UniServ Core Competencies Task Force, January 2014. Recommendations for the type of professional development training the union’s UniServ directors should be receiving, focusing on organizing rather than service delivery.

*     National Education Association Board of Directors Handbook. Outlines the duties and privileges of a member of the national union’s board of directors.

*     National Education Association/National Education Association Staff Organization 2012-2015 staff contract. Collective bargaining agreement between NEA headquarters and its own employees.

*     National Education Association 2011 National Member Survey. NEA member and activist Presidential preferences and strategies for 2012 election.

*     Missouri NEA 2012-13 budget. Includes membership numbers for the last 36 years.

*     California Teachers Association/California Associate Staff contract 2009-12. Collective bargaining agreement between CTA and its own support employees.

*     Oregon Education Association staff contract for 2008-10. Full text of collective bargaining agreement reached after staff strike of 2008.

*     California Teachers Association’s Organizational Handbook. CTA procedures and policies on every possible education and labor issue. (288 pages).

*     Oregon Education Association Representative Assembly Handbook 2011. Basic information about procedures and policies, plus detailed budget and staff compensation breakdowns. (192 pages)

*     Illinois Education Association 2010-11 Budget. Comprehensive department-by-department income and expenditure projections. (233 pages)

*     An Institution at Risk: An External Communications Review of the National Education Association. The full text of the 1997 report by The Kamber Group, credited for launching the “new unionism” movement and proposing strategies to improve NEA’s public image.

*     Wisconsin Education Association Council 2009-10 Professional Staff Contract. Collective bargaining agreement between WEAC and its professional employees.

*     California Teachers Association 2010-11 Budget. Summary of income and expenditures.

*     Indiana State Teachers Association “ISTA Center” IRS Form 990 for 2007-08. Shows value of buildings and land purchased by NEA Properties in 2009.

*     Campaign 2009 – An Organizational Victory. A presentation by the government relations director of the New Jersey Education Association that shows the union’s influence over members in the 2009 gubernatorial election.

*     Emergency Order to restore ISTA trust board of trustees. Judge Moberly chides ISTA and the NEA administratorship for lack of transparency.

      Sullivan v. Williams, et al. Filing of charges against former Indiana State Teachers Association Executive Director Warren L. Williams and others, related to bankruptcy of the union’s insurance trust. (39 pages)

*     Slides from NEA Health Benefit Survey and Health Care Reform – 2008. Reveals differences of opinion on health care reform among NEA officers and members.

*     National Education Association’s  Alternative Compensation Models and Our Members – 2008. NEA’s internal recommendations for dealing with performance pay and other alternative compensation systems.

*     Indiana State Teachers Association 2009 Sample Collective Bargaining Agreement Language and Rationale. Similar to the California Teachers Association Contract Reference Manual (below), contains boilerplate contract language for most common provisions. (111 pages)

*     Greenberg Quinlan’s PowerPoint debrief after November 2008 election. This presentation contains information on NEA’s communications strategy and results among members in key battleground states. (1.42 MB)

*     Celinda Lake’s PowerPoint debrief after November 2008 election. (1.39 MB)

*     The Indiana State Teachers Association Handbook, 2008-09. ISTA governance structure and policies. (356 pages)

*     Indiana State Teachers Association Insurance Analysis, 2009. A breakdown of fringe benefit costs and coverage for each school district in the state. (56 pages)

*     The April 2006 results of a Feldman Group survey of NEA’s education support members (ESPs). Illustrates some of the ideological diversity within the union (36 pages).

*     The Illinois Education Association budget for 2009-10. (195 pages)

*     The 2006 Illinois Education Association by-laws (65 pages).

*     The Ohio Education Association’s Bargainers Handbook for 2005. The basics of collective bargaining in Ohio and explanation of “rope-a-dope” strategy in tough times (85 pages).

*     The Colorado WINS Partnership Agreement between AFT, SEIU and AFSCME from November 2007 (26 pages).

*     The California Teachers Association’s Contract Reference Manual for 2000. Old, but not out of date. Sample contract language for every imaginable provision (381 pages).

*      Report of the Charter Schools Strategic Options Project of the Pennsylvania State Education Association from November 2000. Best known for its admission: “If we want to maintain our influence, our ability to do ANYTHING, we must make sure that education remains a unionized industry.” (23 pages)

*      The 2005 Ohio Education Association report on charter schools. It emphasizes their effect on membership levels (16 pages).

*      The 2006 Pennsylvania State Education Association’s resource manual for local presidents. This 616-page monstrosity covers more things than a local union president will ever have to deal with.

*      The American Federation of Teachers manual for local treasurers (67 pages).

*      Just for fun, a February 2004 memo from then-NEA President Reg Weaver and NEA Executive Director John Wilson detailing the events of the union’s Quality Association Initiative Symposium. NEA insider Hans Moleman discussed how these things go last February, but you’ll want to drink in the entire 18-page description of doom loops, hedgehogs, fishbowls and BHAGs.

One Comment

  1. […] You can follow this link directly to the full report of the task force (PDF file) or access it through EIA’s Declassified page. […]