Olms interpretative Manual

CONSULTANT:

AGREEMENTANDACTIVITIESREPORT-LM-20

1. 
   LMRDA,SECTION203(b)
   

Every person who pursuant to any agreement or arrangement with an employerundertakesactivities whereanobjectthereofis,directlyorindirectly--

1. 
   to persuade employees to exercise or not to exercise or persuade employees as to themanner of exercising, the right to organize and bargain collectively through representativesof their own choosing; or
   

2. 
   to supply an employer with information concerning the activities of employees or a labororganization in connection with a Labor dispute involving such employer, except informationfor use solely in conjunction with an administrative or arbitral proceeding or a criminal orciviljudicial proceeding;
   

shall file within thirty days after entering into such agreement or arrangement a report with theSecretary, signed by its president and treasurer or corresponding principal officers, containingthe name under which such person is engaged in doing business and the address of its principaloffice,andadetailedstatement ofthetermsandconditionsofsuchagreementor arrangement.

269.002See29 CFR406.2, 406.4

SeeInstructions forLM-20.

(TechnicalRevisions:Dec.2016)

CONSULTANT:

RECEIPTSANDDISBURSEMENTSREPORT-LM-21

269.501LMRDA,SECTION203(b)

Every such person shall file annually, with respect to each fiscal year during whichpayments were made as a result of such an agreement or arrangements, a report with theSecretary, signed by its president and treasurer or corresponding principal officers, containing aStatement (A) of its receipts of any kind from employers on account of labor relations advice orservices, designating the sources thereof, and (B) of its disbursements of any kind, in connectionwith such services and the purposes thereof.In each such case such information shall be setforthin suchcategories as the Secretarymay prescribe.

269.502SEECFR406.3,406.4

269.510SEE INSTRUCTIONSfor FormLM-21,B,C, D.Seealso ManualEntry§260.300(regardingSpecial Enforcement Policy for Section B and C ofFormLM-21).

(Revised:Dec.2016)

*269.520LABORRELATIONSADVICE

“Labor relations advice or services” as that term is used in section 203(b) of the Act,would include all advice and services on matters having a bearing on the relationsbetween anemployer and his employees, including advice which is informally given as part of a servicewhere a retainer fee is paid.Advice on contract negotiations, employee training programs,development of vacation, overtime, and job evaluation policies, and employee educationprograms, for example, would fall within this definition as would advice on the various Federaland state laws bearing on the employer-employee relationship.It is not necessary that a unionorganization drive be in process or that there be a dispute in order for “labor relations advice andservices”toberendered.