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Labour and Society Programme
DP/115/2000
ISBN 92-9014-624-9
First published 2000
Towards global social movement unionism? Trade union responses to globalization in South Africa
By
Andries Bezuidenhout University of the Witwatersrand
 Download PDF Version
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| Towards global social movement unionism? Trade union responses to globalization in South Africa |
List of acronyms
Introduction
PART 1
1.1 Introduction
1.2 The rise of the labour movement
1.3 The rise of the "independent" trade unions
1.4 The transition: Political democratization
1.5 Continuities: Economic orthodoxy
1.6 Conclusion
PART 2
2.1 Introduction
2.2 Membership campaigns
2.3 Structure and finances of unions
2.4 Regional and global action
2.5Collective action and institutional benefits
 National bargaining
 Industry-level bargaining
 Plant-level collective bargaining
2.6 Collective action and social alliances
2.7 Unions and public opinion
2.8 A broader agenda for union action: Towards global social movement unionism?
SOURCES
Interviews
References
Annex: Tables
List of acronyms
| AFL-CIO |
American Federation of Labour-Council for Industrial Organisations |
| ACTWU |
American Clothing and Textile Workers' Union |
| ANC |
African National Congress |
| AZACTU |
Azanian Council of Trade Unions |
| CAWU |
Construction and Allied Workers' Union |
| CCMA |
Commission for Conciliation, Mediation and Arbitration |
| CEC |
Central Executive Committee |
| CEPPWAWU |
Chemical, Energy, Paper, Printing, Wood and Allied Workers' Union |
| CGIL |
Italian General Confederation of Labour |
| COCOSA |
Coordinating Committee for South Africa |
| COSATU |
Congress of South African Trade Unions |
| CUSA |
Council of Unions of South Africa |
| CUT |
Workers Centre of Brazil |
| CWIU |
Chemical Workers' Industrial Union |
| CWU |
Communication Workers' Union |
| EPZ |
Export Processing Zone |
| FAWU |
Food and Allied Workers' Union |
| FEDSAL |
Federation of South African Labour |
| FEDUSA |
Federation of Unions of South Africa |
| FOFATUSA |
Federation of Free African Trade Unions of South Africa |
| FOSATU |
Federation of South African Trade Unions |
| GATT |
General Agreement on Trade and Tariffs |
| GEAR |
Growth, Employment and Redistribution |
| ICEM |
International Federation of Chemical, Energy, Mine and General
Workers' Unions |
| ICFTU |
International Confederation of Free Trade Unions |
| ICU |
Industrial and Commercial Workers' Union |
| ILO |
International Labour Organization |
| IMF |
International Monetary Fund |
| ITGLWF |
International Textile, Garment and Leather Workers' Federation |
| ITS |
International Trade Secretariat |
| LRA |
Labour Relations Act (1995) |
| MERG |
Macro-economic Research Group |
| MUA |
Maritime Union of Australia |
| NAAWU |
National Automobile and Allied Workers' Union |
| NABC |
National Association of Bargaining Councils |
| NACTU |
National Council of Trade Unions |
| NALEDI |
National Labour, Economic and Development Institute |
| NCOH |
National Council for Occupational Health |
| NEDLAC |
National Economic, Development and Labour Council |
| NEHAWU |
National Education, Health and Allied Workers' Union |
| NGO |
Non-Governmental Organization |
| NUM |
National Union of Mineworkers |
| NUMSA |
National Union of Metalworkers of South Africa |
| NUTW |
National Union of Textile Workers |
| OATUU |
Organisation for African Trade Union Unity |
| PAC |
Pan Africanist Congress |
| POPCRU |
Police and Prisons Civil Rights Union |
| PPWAWU |
Paper, Printing, Wood and Allied Workers' Union |
| RDP |
Reconstruction and Development Programme |
| SAAPAWU |
South African Agricultural, Plantation and Allied workers' Union |
| SACCOLA |
South African Consultative Committee on Labour Affairs |
| SACCAWU |
South African Commercial, Catering, and Allied Workers' Union |
| SACP |
South African Communist Party |
| SACTU |
South African Congress of Trade Unions |
| SACTWU |
South African Clothing and Textile Workers' Union |
| SADWU |
South African Domestic Workers' Union |
| SADTU |
South African Democratic Teachers' Union |
| SAF |
South Africa Foundation |
| SAMWU |
South African Municipal Workers' Union |
| SANCO |
South African National Civics Organisation |
| SARHWU |
South African Railway and Harbour Workers' Union |
| SASBO |
South African Society of Bank Officials |
| SATAWU |
South African Transport and Allied Workers' Union |
| SATUCC |
Southern African Trade Union Coordinating Council |
| SCTU |
Swaziland Congress of Trade Unions |
| SIGTUR |
Southern Initiative on Globalization and Trade Union Rights |
| TGWU |
Transport and General Workers' Union |
| TUC |
Trade Union Council |
| TUCSA |
Trade Union Council of South Africa |
| UAW |
United Auto Workers |
| UDF |
United Democratic Front |
| UNDP |
United Nations Development Programme |
| WFTU |
World Federation of Trade Unions |
| WTO |
World Trade Organization |
Introduction
Globalization is associated with increased reliance on the regulation of economic relations by
markets. National governments turn to liberal approaches to macroeconomic management, implying
privatization, monetary liberalization, reduction in import tariffs, labour market flexibility and fiscal
discipline. Countries are also becoming more closely connected as trade barriers are dismantled.
India reduced its average import tariffs from 82 per cent in 1990 to 30 per cent in 1997. Brazil
reduced its import tariffs from 25 per cent in 1991 to 12 per cent in 1997, and China from 43 per
cent in 1992 to 18 per cent in 1997 (United Nations Development Programme, 1999, p. 29).
Likewise, South Africa reduced its average import tariffs on manufactured goods from 14 per cent
in 1994 to 5.6 per cent in 1998 (ILO, 1999, p. 76). This puts workers in one country in competition
with each other, which opens up the danger of a "levelling down" in wages and working conditions.
The flow of money and goods between countries has also increased. Foreign direct investment
grew to $400 billion in 1997, seven times what it was in real terms in the 1970s. Goods exported
now average a value of $7 trillion. Multinational corporations have been growing at a rapid pace
through mergers and acquisitions; 11,300 took place in 1990. In 1997, the number more than doubled
to 24,600 and $236 billion was spent in cross-border mergers and acquisitions. Numerous
multinational corporations now have annual sales totalling more than the gross domestic product of
many countries, including South Africa (UNDP, 1999, pp. 31-32).
As workers across the globe are become more closely linked through common employers, or
through the threat of factories relocating to areas where labour is docile and cheap, trade unions have
increasingly become aware of the need for a different approach to their campaigns. Recent events,
such as transnational industrial action in the Australian dockworker strike, and the involvement of
the International Confederation of Free Trade Unions (ICFTU) in social clause campaigns during the
Seattle talks of the World Trade Organization, have indicated that organized labour understands that
national responses to the effects of globalization are not sufficient in themselves (Taylor, 1998).
However, Lambert (1998, p. 73) argues that many unions have been responding to globalization
through a form of business unionism. This approach is "characterized by a narrow workplace focus"
and a "failure to engage community organizations." There is no "vision of social transformation".
Business unionism becomes global business unionism when unions "accept the logic of globalization
as a reason for their engagement."
This form of unionism is bound to be unsuccessful, since it does not address one of the core
reasons why the position of workers in the world economy has been weakened. It takes a narrow
national focus on an economy that is in practice not only national, but also global. Richard Hyman
argues: "Rather than a crisis of trade unionism, what has occurred is a crisis of a specifically narrow
based type of trade unionism" (in Munck, 1999, p. 12).
Lambert argues that an alternative form of unionism has been emerging, that of global social
movement unionism:
Global social movement unionism arises when unions are conscious of the linkage between
workplace, civil society, the state and global forces and develop a strategy to resist the
damaging pressures of globalization through creating a movement linking these spheres
(1998, p. 73).
He uses a historical example from South Africa to illustrate his point about social movement
unionism:
Union leaders in South Africa who were active in the 1970s and 1980s are likely to have a
deep understanding of this approach. They became conscious that the Apartheid state could
not be brought to its knees through a narrow workplace focus, no matter how militant that
focus might have been (Lambert, 1998, pp. 73-74).
But the South African form of social movement unionism was tied to a very specific local
campaign - the anti-Apartheid struggle. In that sense, although drawing on global resources, it was
still not global social movement unionism. Hence, on an economic level, the new South African
state still embraces globalization. It is here that social movement unionism, based only on national
campaigns, cannot advance globalization with a "human face" (see UNDP, 1999).
This case study surveys the response of the South African labour movement to globalization. It
attempts to indicate how far unions in South Africa have maintained their position with respect to
traditional constituent demands, whether they are adapting to a changing environment by organizing
new constituents, whether they are addressing new concerns by developing new perspectives on civil
society, and whether they are enhancing their image as a major social actor.
Part 1 of the study provides a historical overview of traditional campaigns organized by the labour
movement. The involvement of South African labour in the struggle against the Apartheid state
resulted in a democratization of labour relations institutions and broader social institutions.
Workers' rights are formally entrenched in the new constitution and labour, business and government
negotiate economic and development policy on a regular basis in the National Economic,
Development and Labour Council (NEDLAC). Since the 1980s, there has been a trend towards
broadly representative centralized collective bargaining in several industries. A free collective
bargaining process is provided for by law, and legislation has recently been promulgated to protect
basic labour standards and promote employment equity.
This democratization process, however, takes place in the context of a macro-economic
environment which is increasingly hostile to the social regulation of labour relations. The reduction
of import tariffs, privatization, monetary liberalization and a tough stance by the new government
on fiscal policy, facilitate certain pressures towards regulation by markets. To meet new pressures
brought about by the government progamme of tariff reduction, employers resort to casual labour
and the intensification of work; calls for 'labour market flexibility' challenge the centralized
institutions and minimum labour standards which have resulted from campaigns since the 1980s.
Webster and Adler (1998) call this process of political democratization under the condition of
economic liberalization a "double transition".
Part 2 provides an overview of new campaigns taking place in the context of globalization.
Specific attention is given to changes in membership campaigns, the structure and finances of unions,
global and regional campaigns, collective action and institutional benefits, collective action and social
alliances, and changes in public opinion towards unions.
A fundamental premise is that trade unions are located in different parts of the world and they are
operating under different political regimes. Hence, they have followed different paths of
development. Unions in Western Europe, for example, went through mobilization in the 1960s and
early 1970s, corporatism in the late 1970s and early 1980s, and then decentralization, flexibility and
decline (Regini, 1992). This usually happened in the context of social or liberal democracies. Many
trade unions from the South, however, were involved in broader struggles for democracy under
regimes of labour repression. This form of unionism took on the character of a social movement in
South Africa and Brazil (Webster, 1985; Seidman, 1994).
But as some of these campaigns paid off, the resulting process of democratization took place in
an economic environment that was hostile to trade unions and labour rights. COSATU, which
traditionally operated as a social movement union federation, then faced a new challenge: to defend
existing rights under globalization.
This has forced some of the unions in the South to turn their attention outwards and, like those
in the North, to demonstrate solidarity with other social movement unions in their struggle for
recognition and political democratization.
Using the South African case study as an example, this paper attempts to assess the possibilities
of a broader global social movement type of unionism emerging as an extended agenda for action.
PART 1
Introduction
The rise of the independent trade union movement gave workers an opportunity to become involved
in the democratization process and to take part in a parliamentary democracy for the first time in
history. Institutional fora such as NEDLAC made it possible to shape the transformation process in
such as way that it takes a progressive form. This possibility was described as "radical reform" just
before and after the 1994 elections (Adler and Webster, 1995).
However, since then the view that economic relations in South Africa can be socially regulated
to bring about a more equitable society, has been influenced by the economic transition shaped by
globalization. As in the rest of the world (UNDP, 1999) instead of a more equitable distribution of
resources through social regulation, South Africa has moved towards increased reliance on market
regulation. Instead of radical reform, Webster and Adler (1998) now describe this as a "double
transition", based on a process of "bargained liberalization". The dominant discourse influencing
policy makers changed from a "language of rights" to a "language of the market".
This section describes the impact of the trade union movement on the democratization process,
as well as the impact of the return to economic orthodoxy on the labour movement. The section
provides:
- a few comments on the labour movements that emerged before the independent trade unions of
the 1970s;
- a description of the conditions which led to the emergence of the independent trade union
movement and its campaigns;
- a discussion of the political transition in the early 1990s and the campaigns to enshrine labour
gains in the constitution and legislation; and
- a description of how globalization affected the new government's macroeconomic policies.
The analysis provided here is by no means exhaustive - it is merely intended to provide a cursory
outline of important themes and to give essential background information on current shifts taking
place in the context of globalization. The discussion focuses on traditional trade union campaigns,
but also comments on the context in which such campaigns took place. Part 2 focuses on more recent
campaigns.
1.2 The rise of the labour movement
Labour movements in South Africa go through cycles of organization and disorganization. A number
of unions emerged as social movements when industrialization was sparked by the discovery of gold
and diamonds in the late 1800s. However, several of these movements disappeared again. In many
cases, unions were not able to sustain themselves because of 'legal', as well as illegal forms of
harassment by the Apartheid state. Structures were vulnerable, since leaders who openly associated
with the liberation movements could be prosecuted under legislation designed to destabilize
oppositional politics.
The first major labour movement to organize black workers emerged in the 1920s, in the form of
the Industrial and Commercial Workers' Union (ICU). This general union, which achieved
considerable success originally, later collapsed after failing to respond to massive growth by adapting
its organizational structures. Pleas to break the general union down into smaller industrial unions
were rejected. It was also plagued by internal corruption and bureaucratization (Simons and Simons,
1983, pp. 353-385).
Whereas the ICU expelled Communists from its ranks, the South African Congress of Trade
Unions (SACTU) was openly aligned to the Congress movement and basically became a union
movement in exile when many of its officials and office bearers were banned by the Apartheid
government. By the 1960s, SACTU had disintegrated internally. However, from its new office in
London, the exiled SACTU continued to play a role in the anti-Apartheid struggle. In 1990, it
returned to South Africa and merged with COSATU (Roux, 1990).
Hence, the ICU collapsed because it was not able to adapt its structures to cope with a rapid
expansion in membership. It was plagued by internal strife and corruption. On the other hand, even
though the union federation was not officially banned, SACTU basically went into exile, since many
of its leaders were banned, jailed and harassed by the Apartheid state machinery. Unionists learned
from these experiences, and the labour movement which became strong after the 1970s was careful
to build accountable workplace structures and to avoid open involvement in liberation politics.
As a result, South Africa is one of the few countries where trade unions have gained members in
recent history (see tables 1 and 2). Of the different trade union federations, the Congress of South
African Trade Unions (COSATU) is currently the strongest, with an estimated membership of 1.7
million. This success can be traced to certain structural conditions coupled with effective forms of
organization which took advantage of these conditions.
1.3 The rise of the "independent" trade unions
Ever since the Industrial Conciliation Act of 1924, black African workers were excluded from the
legal definition of 'employee'. They were not allowed to strike legally, while white workers were able
to bargain collectively for wages and conditions in Industrial Councils, which covered industries with
sufficient employer/employee representation. By the late 1960s, South Africa was experiencing
phenomenal economic growth, but the wages of African workers were kept relatively low. There were
import-substitution industrialization policies, a considerable involvement of the state in the economy
through public ownership of large corporations, and foreign exchange controls. A relatively high
gold price coupled with cheap labour provided a secure tax base. However, the emergence of militant
social movement unionism was a substantial challenge to this system.
The emergence of COSATU can be traced to the early 1970s. In January 1973, an estimated
100,000 workers went on strike: the strikes started in the Durban-Pinetown area and expanded across
the country (Webster, 1995, p. 1). They were significant in that they happened spontaneously, i.e.
they were not organized by existing trade union structures. But after these strikes, workers started
to organize themselves into unions, following the British model of workplace organization based on
shop stewards. These new unions were referred to as 'independent trade unions', since they were
seen as separate from existing unions dominated by white workers and the state (Maree, 1987, p. viii;
Wood, 1999; Friedman, 1987).
Learning from previous experience, many union organizers were careful not to be openly
associated with the liberation movement -- instead, they concentrated on building durable shop-floor
structures based on shop stewards committees. At first, the movement struggled to survive but from
the late 1970s on, membership rocketed. Unions began to develop an alternative collective
bargaining strategy by ignoring the government-sanctioned system of formal exclusion and they
started to sign recognition agreements with individual firms. These agreements were based on
common law and resulted in the emergence of an alternative decentralized collective bargaining
system. In 1979, there were five recognition agreements in place - by 1983 they had increased to
406 (Maree, 1987, p. 8). In April 1979 several unions formed the Federation of South African Trade
Unions (FOSATU), with an original membership of around 20,000 (Buhlungu, 1999, p. 4).
Faced by this challenge, the Apartheid government set up the Wiehahn Commission of Enquiry
in 1977. Based on the recommendations of the Commission, the government passed the Industrial
Conciliation Amendment Act in 1979. African workers were included in the legal definition of
'employee' and were granted limited rights. The Wiehahn system envisioned incorporating the
emerging trade unions in the centralized Industrial Council system, but instead, unions continued to
expand their shop-floor structures. They used the legal space created by the new Act, specifically the
legal concept of 'unfair labour practice', to successfully challenge employers in the Industrial Court.
Only later, when they were much better organized on an industrial level, did unions take up collective
bargaining on a sectoral level (Friedman, 1987).
From the 1950s when it was formed, the Industrial Council system was dominated by the Trade
Union Council of South Africa (TUCSA), a loose federation of trade unions which mostly catered
for white workers. However, when these unions were challenged by the newly emerging independent
trade unions, they unsuccessfully attempted to accommodate the interests of black workers. Some
of the affiliates, for instance, had separate branches for black and white members. By the early
1980s it became clear that TUCSA would not survive as a federation and in 1986 it was disbanded
(Bendix, 1996, pp. 201-210).
In 1985, unions affiliated to FOSATU, together with several others including the National Union
of Mineworkers (NUM), formed the Congress of South African Trade Unions (COSATU).
COSATU brought together 33 unions representing a paid-up membership of 462,359 workers. This
represented 33 per cent of workers who were members of registered trade unions (Buhlungu, 1999,
p. 4). The new federation affirmed its commitment to the tradition of worker control. Structures
were set up in accordance with this principle, where elected shop stewards played a central role. At
its founding conference, COSATU committed the federation to the principles of the Freedom Charter,
but did not affiliate with any political party or organization. In founding COSATU, five core
principles were accepted:
- non-racialism;
- worker control;
- paid-up membership;
- international worker solidarity; and
- one industry, one union: one country, one federation.
In 1986, another significant new federation was formed when the Azanian Council of Trade
Unions (AZACTU) and the Council of Unions of South Africa (CUSA), joined forces to form the
National Council of Trade Unions (NACTU). The newly formed federation had an estimated
membership of 200,000. Whereas COSATU adhered to the principle of non-racialism, many of the
affiliated unions insisted on black leadership. Like COSATU, NACTU mostly organized blue-collar
workers. Currently, NACTU has an estimated membership of 370,000 (Buhlungu, 1999, pp. 4-5;
Bendix, 1996, pp. 211; 227-229).
From the mid-1980s onwards, the new independent trade unions started using the Industrial
Council system to bargain with employers at sectoral level. In several industries, such as motor
manufacturing, steel and engineering, clothing and textiles, Industrial Councils became central to
unions' negotiating strategies. However, they continued to base their shop-floor structures on shop
stewards committees. At factory and company level, they also continued to bargain collectively using
recognition agreements. In effect, a dual collective bargaining system had developed, where
negotiations took place at industry- as well as at company level. It should be noted, however, that
these Industrial Councils were only established in industries where the union movement was strong
and had sufficient representation. The significance of these fora for industrial relations as a whole
in South Africa is sometimes overestimated, especially when the Councils are blamed for so-called
rigidities in the labour market. Only 36.4 per cent of non-agricultural private sector employees are
covered by Council agreements (ILO, 1999, p. 98).
During the 1980s, following changes to the legislative framework governing employment relations
in 1979, the Apartheid government went some way towards allowing trade unions and employers to
construct a bargaining framework within the legal parameters. However, towards the end of the
1980s, government became uncomfortable with the growing strength of COSATU. In 1988 it
attempted to close down some of the legal space created for the union movement by amending the
Labour Relations Act. The amendments changed (by codification) the definition of an 'unfair labour
practice', and enabled employers to sue unions for damages caused by illegal strike action. This
resulted in widespread protest from unions. Strike action forced employers to reconsider their
position and negotiations between COSATU, NACTU and the South African Consultative
Committee on Labour Affairs (SACCOLA), an employers' organization, resulted in an accord which
condemned the changes to the Labour Relations Act. The government was forced to reconsider its
position and accept that it would have to include organized labour in policy processes before
changing the regulatory environment. The National Manpower Commission was established as a
tripartite forum in which such negotiations could take place. This meant that the labour movement
had become a national force to be reckoned with.
1.4 The transition: Political democratization
In 1989, F.W de Klerck took over from P.W. Botha as state president, and in early 1990 the
government lifted the ban on all the major liberation movements. As a result, the ANC, the
Nationalist Party government and several other political parties began negotiations on the nature of
a post-Apartheid society. COSATU was closely involved in these negotiations, and established a
formal alliance with the ANC and the SACP.
Simultaneously, another process of realignment was taking place. This eventually resulted in the
formation of a new trade union federation whose membership surpassed that of NACTU when yet
another new federation was formed in 1997. Many of the trade unions that were affiliated to the old
TUCSA never formally joined a federation. The largest of these unions organized public sector
workers, who were mainly white bureaucrats. When it became clear that the Nationalist Party would
not be in government indefinitely, some of these unions began to see the need for a trade union
federation that could protect the interests of their members in the public service. As a result, the
Federation of South African Labour (FEDSAL) was formed. By 1994, FEDSAL had 230,000
members.
In 1997, however, FEDSAL merged with a number of other unions to form the Federation of
Unions of South Africa (FEDUSA), and succeeded in expanding its membership among black
employees. FEDUSA currently has a membership of 540,000.
The process of transition before the 1994 elections was peculiar in terms of policy-making and
governance. The country was technically still governed by the Nationalist Party, but as the ANC role
in negotiations became stronger, the lack of government legitimacy to make decisions became quite
stark. In 1991, for instance, the government changed the system of taxation on sales from a general
sales tax (GST) to a value added tax (VAT). This affected the price of basic goods, with
considerable economic implications for the poor. COSATU campaigned against the unilateral
decision, and the government responded by setting up the National Economic Forum to consult on
major economic decisions as part of the policy process. This forum, coupled with the National
Manpower Commission, represented a shift towards a corporatist mode of policy-making. During
the 1990s, several other fora were set up to provide space for participation, not only for trade unions,
but for stakeholders from civil society in general. These fora included the National Housing Forum
and the National Electricity Forum. The government's lack of legitimacy to make decisions, coupled
with a well-organized civil society in general, led to this increase in "participative democracy", albeit
not formalized constitutionally.
The trade union movement, recognizing its growing role in the formulation of public policy, was
mindful of the fact that it was based on fora which were fragile and temporary. Unions also realized
that the gains made in terms of organizing workers were not legally entrenched as rights. Already
at its 1989 National Congress, COSATU resolved to draw up a Workers' Charter to spell out certain
basic rights which would enable trade unions to remain an independent force in society. In 1990, the
issue received renewed attention. Both COSATU and NACTU took part in the process, which
became known as the Workers' Rights Campaign. COSATU adopted a document spelling out
workers' rights at a special congress in September 1993. The document recognized the gains made
by the labour movement, such as participation in decision-making at various levels, including plant-level collective bargaining based on recognition agreements, industry-wide participation in Industrial
Councils, and national fora, such as the National Economic Forum and the National Manpower
Commission. But to formalize these gains, the document made the following demands:
- First, that the new government should sign "the international labour law conventions of the ILO
concerning freedom of association, collective bargaining, workplace representation and the other
conventions dealing with fundamental rights."
- Second, that the country's new Bill of Rights should guarantee the right of workers to "join trade
unions... strike on all social, political and economic issues... [and to] gain access to information
from employers and the government."
- Third, that "the new constitution and law should ensure that civil society, including trade unions,
is able to be actively involved in public policymaking".
- Fourth, that labour legislation must be changed to provide a single statute to govern labour
relations "for all workers throughout the economy", as well as legislation governing basic
conditions of employment for the whole economy. It also argued that negotiations with trade
unions should be mandatory, and that centralized collective bargaining arrangements should be
instituted in every industry.
Also in 1993, while COSATU was campaigning for the entrenchment of basic labour rights in
the country's Bill of Rights, the Nationalist Party policy makers were expressing concern about the
trend towards centralization in industrial relations. Already then, the "language of rights" used by
the labour movement was challenged by the "language of the market". These calls were legitimated
again in 1996, when the new government abandoned a macroeconomic policy which prioritized the
social regulation of economic relations.
While the ANC, the Nationalist Party, and other stakeholders were negotiating the nature of a
future dispensation, COSATU, and the National Union of Metalworkers of South Africa (NUMSA)
in particular, were busy formulating a strategy for social transformation in a post-Apartheid society.
The strategy saw a central role for the state in the reconstruction of South African society. Gotz
(1999) argues that this document was used by the ANC negotiators as a trade-off to convince the
"left" to accept certain concessions made to the Nationalist Party in an attempt to break the deadlock
in the negotiations. One must keep in mind the escalating levels of violence in the country and the
concern of negotiators about an apocalyptic outcome to the process. The strategy was taken on
board by the ANC as its election manifesto, and, after eight drafts, became known as the
Reconstruction and Development Programme (RDP).
The RDP, even though considerably watered down and vague in terms of specific goals compared
with the original document, maintained that the state should play a central role in the reconstruction
process. Significantly, the labour movement had succeeded in shaping the agenda, at least on a
formal level, of the ANC, its alliance partner. The ANC, in its turn, was able to use COSATU
structures to campaign in the 1994 elections. At that time, it seemed possible that the labour
movement, through its alliance with the ANC, but still maintaining its independence, could drive a
programme of "radical reform" - using policy-making institutions and its strategic alliance with the
strongest political party to drive a process of national reconstruction aimed at meeting basic needs.
In 1994, the ANC was elected as the majority party in the new Government of National Unity.
During the first years after the elections, COSATU was able to achieve many of the goals set out in
the Workers' Rights Campaign:
- First, the National Manpower Commission and the National Economic Forum were replaced by
a new body, the National Economic, Development and Labour Council (NEDLAC).
- Second, through negotiations on a new constitution and mass campaigns, COSATU succeeded
in entrenching several workers' rights in the Bill of Rights. These included the right to strike and
to form trade unions.
- Third, the new government ratified several international labour Conventions.
- Fourth, a new Labour Relations Act was negotiated in NEDLAC, formalizing several campaigns
of the late 1980s and the early 1990s. While not succeeding in demands for mandatory
centralized collective bargaining, dispute resolution mechanisms were streamlined and certain
organizational rights were operationalized. The Act provided for workplace fora which, although
COSATU is still sceptical about their usefulness, provided access to information and a form of
co-determination at workplace level.
1.5 Continuities: Economic orthodoxy
The philosophy of the RDP, coupled with the potential impact of reform in the labour relations
environment based on "empowerment", provided a powerful alternative to the Nationalist Party's
Normative Economic Model, which argued for a limited government role in economic and
development policy. This alternative "language", as indicated, was a "language of rights". In 1993
a group of researchers, the Macroeconomic Research Group (MERG), attempted to translate this
"language" into a "programme" based on a macroeconomic model. They used a neo-Keynesian
approach, which implied a central role for the state in rectifying structural conditions created by the
Apartheid economy. This programme was never taken up into the structures of the ANC, for various
reasons (see Marais, 1998; Padayachee, 1998). At the level of formal policy the ANC had seemingly
adopted a left-Keynesian stance, but already in 1993 it had made a number of concessions on
economic policy. According to Webster and Adler (1998, p. 14), these concessions signalled a move
to the right, well in advance of the formal adoption of liberal macroeconomic policies in 1996.
- They accepted a constitutional clause which guaranteed the Reserve Bank its independence and
"agreed to retain its highly conservative governor";
- they agreed to retain the Nationalist Party-appointed Minister of Finance;
- in November 1993, ironically at the moment when the MERG released its neo-Keynesian report,
"the ANC concluded a secret $850 million loan agreement with the IMF." Webster and Adler
(1998, p. 14) point out: "In return for the loan the ANC agreed to ease monetary policy, to
prioritize inflation reduction, to contain government expenditure... and not to raise taxes."
In late 1995, the Government of National Unity announced a programme of privatization. It was
clear that an alternative language was developing, showing continuities with the Nationalist Party
programme. In 1996, a business think-tank, the South Africa Foundation (SAF), released a
document which proposed to increase growth through a programme of economic liberalization.
Significantly, it introduced the "language of flexibility", arguing that the South African labour
market was rigid as a result of the Bargaining Council system and other regulations applied to the
labour market. The release of this document was the first real challenge to the "language of rights"
in the public domain. In the context of globalization, the government had to scale down "restrictive"
practices and allow the market to determine the level of wages. The document argued that the labour
market had to be more flexible (see Bezuidenhout and Kenny, 1999).
Even though arguments that the labour market was rigid had no empirical foundation, and still
do not, the issue of labour market flexibility became a major public debate after 1996. Several
studies, including some made by the ILO (Standing et al., 1996; ILO, 1999), showed the contrary
- the labour market was extremely flexible. But the "language of flexibility" had now become a
wider critique of the legitimacy of the labour movement's position in society.
Following a rapid depreciation in the value of the rand in 1996, Trevor Manuel, the newly
appointed Minister of Finance, released a new macroeconomic strategy in Parliament, called Growth,
Employment and Redistribution (GEAR). This strategy supported the broad approach proposed by
the South Africa Foundation as favoured by the Nationalist Party in the early 1990s. It committed
the government to speeding up privatization, to monetary liberalization, fiscal discipline, and a
"flexible labour market", even though the chapter on the labour market was "brief and vague", in the
words of Maria Ramos, Director-General of the Department of Finance.
Of course, COSATU reacted strongly to the government position that the new strategy was "non-negotiable". This is understandable, since the government is required by the NEDLAC Act to consult
the social partners in NEDLAC before making policy decisions on the economy and labour. The
federation was unable to use its position in NEDLAC or as an alliance partner of the ANC, to shape
the broad principles underlying the country's response to globalization. Instead, they are allowed to
negotiate the details in NEDLAC, with the Chamber dealing with fiscal and financial policy
becoming virtually defunct. "Radical reform", became a process of "bargained liberalization".
Instead of shaping South Africa's broad economic policy, COSATU had to focus on negotiating draft
legislation, such as the Basic Conditions of Employment Act and the Employment Equity Act. These
negotiations were influenced by the calls for "labour market flexibility", which had redefined the
policy agenda towards the "language of the market". Apart from these negotiations, they were
involved in monitoring trade negotiations, such as the agreement with the European Union, and
attempts to keep the "social clause" on the agenda, with partial success (see Gostner, 1997).
1.6 Conclusion
The labour movement in South Africa took the shape of social movement unionism. From the early
1970s onwards, the independent trade union movement slowly opened up space for itself through
campaigns linked to the broader anti-Apartheid struggle. South Africa was transformed from a labour
repressive society based on racism to one in which basic labour and human rights are enshrined in
the Constitution. In the 1990s, unions attempted to use their alliance with the new government to
bring about a more egalitarian economic order. Instead, in 1996, the government announced a new
approach in the form of GEAR, which embraced the concept of globalization. The state withdrew
from economic restructuring to enable markets to operate "freely". The "language of the market"
became dominant and closed down some of the space available for the labour movement to insist on
including social concerns in economic policy.
Nonetheless, commentators still disagree on the extent to which globalization is affecting national
sovereignty. In the South African context, Webster and Adler (1998, p. 1) propose that certain
arguments exaggerate the power of globalization. They point out that all capital should not be
equated with financial capital, and that "many firms are highly immobile and employers may not only
be profit-maximizers, but also risk-avoiders interested in steady, long-term and sustainable profit."
The global is shaped by the local, they argue, and South Africa has built the institutions in which a
class compromise can take place to repeat the political compromise on an economic level. Central
to this class-compromise is organized labour's ability to shape the outcomes.
A more cynical analysis argues that the labour movement's participation in new institutions such
as NEDLAC, has led to labour's "institutionalization" into a liberal project (Barchiesi, 1997, p.
210).
Other authors are more tentative. Klerck (1998) argues that South Africa's collective bargaining
arrangements are shifting "between neo-liberalism and corporatism", and that one has to take
contradictory forces into account. Buhlungu (1999) argues that the labour movement, through its
involvement in several institutions and in the context of globalization is "gaining influence", but
"losing power" in the process.
It is clear, however, that globalization, as an economic force or as an ideology, has fundamentally
reshaped South Africa's approach to managing its economy. But this process took place in a context
of political democratization - not only in terms of a parliamentary democracy based on
constitutionalism, but also in terms of structures such as NEDLAC where policy can be shaped. But
COSATU's position as part of a social movement has also been altered. The labour movement now
has to defend gains made as a result of campaigns for labour rights and political democratization in
the context of globalization. As indicated, Webster and Adler (1998) describe this as a process of
"bargained liberalization". However, institutions where liberalization is negotiated can themselves
come under pressure. Therefore, a narrow approach exclusively based on campaigns in the nation-state is no longer an option for progressive trade unions. In this context, Part 2 provides an
assessment of more recent union campaigns in response to globalization in South Africa.
PART 2
2.1 Introduction
In the new dispensation, the labour movement formalized many of its campaigns of the 1980s as
gains. However, increased reliance on market regulation forced the labour movement, and
specifically COSATU, to consider new campaigns. In fact, in 1996 the union federation established
a "Commission of Enquiry" to assess the movement's position in the context of these changes. The
Commission was chaired by Connie September, then second vice-president of COSATU, and became
known as the September Commission when the final report was published in 1997. This report
provides considerable insight into the thinking of trade union leaders in the context of the double
transition.
This section draws on the September Commission report, as well as several surveys, interviews
and other studies to describe how union campaigns have changed in South Africa in the context of
globalization and the double transition. A central argument is that COSATU as a union federation
is undergoing a transition of its own.
This transition has to do with the fact that the federation has realized many of the objectives it
fought for in the 1980s. In the context of a parliamentary democracy, the federation is losing many
of its social movement characteristics and, even though economically located in the developing world,
is moving into a position similar to many Western European and North American unions. This is
linked with the fact that COSATU's gains are coming under threat as a result of competition for
investment from neighbouring countries as well as Asia. Whereas COSATU used to draw on support
from unions in the North, the federation now finds that it has to support the struggles of social
movement unions in countries where basic human and labour rights are still denied by authoritarian
regimes.
Consequently, COSATU as a union federation will retain some of its social movement
characteristics, while exhibiting some similarities with the "older" unions of the North.
2.2 Membership campaigns
Standing (1997a) argues that globalization leads to a segmentation of labour markets. This has to
do with new opportunities opening up globally for skilled professionals, but also with the
casualization of work at the 'lower' end of the labour market. No reliable data are available on the
extent of casualization in South Africa, but a number of studies indicate rapid casualization in
several industries including mining, retail, construction, transport and manufacturing (see
Bezuidenhout and Kenny, 1999).
It has to be noted that this process of casualization is taking place in a labour market that is
already historically segmented (Kenny and Webster, 1999). In addition, there is no comprehensive
social security system that can alleviate the social impact of underemployment (Bezuidenhout and
Kenny, 1999).
However, since the early 1970s, trade union membership as well as trade union density has
increased as a result of successful membership campaigns. A total of 673,000 workers were
members of trade unions in 1976 (see table 1). In 1998, the number had increased to 3.8 million, of
whom more than 1.7 million were members of COSATU. Union density in the non-agricultural
formal sector of the economy increased from 18 per cent in 1985 to 51 per cent in 1998 (see table
2).
According to Barrett (1993), this growth in membership can be attributed to the successful
organization of three major sectors in the economy. Unions in the manufacturing sector currently
account for 30.2 per cent of COSATU membership, the National Union of Mineworkers accounts
for 14.9 per cent and public sector unions account for 36.4 per cent.
These three categories of union account for almost 82 per cent of all COSATU members. The
remainder are unions organizing construction workers, agricultural and plantation workers, and
workers in the service sector (see table 3). Rapid growth in public sector union membership reflects
large-scale restructuring in that sector. Where workers felt secure in their jobs in the past,
retrenchments and outsourcing are contributing to insecurity. Another factor is the privatization of
certain sectors. It should be noted here that FEDUSA, the second largest union federation, has a
strong membership base among white-collar workers, mostly in the civil service and the public sector.
Membership campaigns have been successful in manufacturing and the public sector, where
workers seem to have relatively stable jobs. However, unions have been less successful in
'vulnerable' sectors - particularly services, construction and agriculture. Included in the service
sector is the large number of African women engaged as domestic workers. The inability of unions
to organize 'vulnerable' sectors is reflected in the fact that men make up 71 per cent of union
members, while women, who are mostly employed in the informal sector and casual jobs, only
constitute 29 per cent of members. However, 37 per cent of men in formal sector employment are
union members against 32 per cent of women in the formal sector. This implies that women in formal
employment are more readily organized than women in casual jobs and the informal sector (Naidoo,
1999, p. 18). Unions have also not been able to attract younger people. Only 7 per cent of workers
between the ages of 15 and 24 have joined a trade union, against 35 per cent of those between 25 and
34. This may relate to the high levels of youth unemployment, but when one considers only formal
employment, the proportion of young workers who are members of unions is still significantly lower
than older workers (see table 4).
The increased casualization of employment contracts also has the potential to erode the
membership base of unions in well-organized sectors. The September Commission expressed
concern about COSATU's record of not organizing the "growing layers of 'flexible' workers". It
pointed out that, if the federation continued with no change, "subcontracting, casualizing [and] labour
brokering [may] become more common... Ultimately COSATU could end up being based in a
shrinking section of the working class, as happened to trade unions in a number of countries"
(COSATU, 1997, p. 125). The Commission proposed six themes for organizing casual workers.
These included an annual campaign to recruit vulnerable workers; the creation of advisory services;
advocacy through statutory bodies such as bargaining councils and wage boards; educating union
officials and shop stewards; centralized collective bargaining to institute minimum labour standards;
and insisting that parastatals and the public services comply with minimum labour standards.
Apart from proposing strategies to unionize casual workers in relatively well-organized sectors,
the September Commission also recommended certain strategies to organize 'vulnerable' workers in
'vulnerable' sectors.
On the recommendation of the September Commission, the Sixth National Congress of COSATU,
held in 1997, resolved to start a process to form trans-industrial "super unions". This touches on one
of the founding principles of COSATU, namely "one industry, one union". The 1997 resolution
therefore adapted the COSATU model of industrial unionism to a form of trans-industrial unionism.
Since the 1997 National Congress, several unions have merged, notably the Chemical Workers
Industrial Union (CWIU) and the Paper, Printing, Wood and Allied Workers Union (PPWAWU) into
the Chemical, Energy, Paper, Printing, Wood and Allied Workers Union (CEPPWAWU). Currently,
the South African Transport and Allied Workers' Union (SATAWU), itself the result of a merger,
is in the process of merging with the Transport and General Workers' Union (TGWU). However,
these fusions did not involve unions operating in "vulnerable" sectors merging into strong industrial
unions.
Hence, the September Commission proposals for dealing with the casualization of work in well-organized sectors of the economy, such as manufacturing and mining, can be accommodated within
existing union structures. The proposals focus on advocacy within existing regulatory frameworks,
such as bargaining councils, wage boards and agreements between unions and individual firms. The
introduction of advice centres for casual workers indicates a different approach to servicing a certain
layer of employees. Unions will have to link up more closely with advice centres, community-based
organizations and other civil bodies if they want to succeed in representing these workers. Another
point is that union membership fees are subtracted from salaries by stop orders. This method of
financing is based on the assumption that workers have a permanent and consistent flow of income,
which is very often not the case with casual and/or subcontract workers. Unions will therefore have
to rethink their approach to signing up members and collecting union dues.
The fact that the September Commission put these issues on the agenda does not, however, mean
that the labour movement is acting effectively to address them. As the Commission itself
acknowledges, responses are generally piecemeal. Attempts to deal with casualization and workers
in vulnerable sectors remain rhetorical to large extent.
2.3 Structure and finances of unions
Since the early 1990s, COSATU has undergone substantial structural changes, partly in response
to the challenges posed by globalization, but also as a result of engagement in various national
institutions, such as NEDLAC. In addition, the coming of parliamentary democracy opened other
avenues for the labour movement to influence policymaking. As a result, COSATU is losing some
of its characteristics as a social movement union.
There has always been tension in trade unions between 'democracy' and 'efficiency'. This tension
plays out on many levels - between members and officials, between members and elected
representatives, and between the structures at different levels - local, regional and national
(Buhlungu, 1999). In this context, the 'independent' trade union movement in South Africa is largely
based on organization at workplace level based on shop stewards. The shop stewards have always
been central to plant, local, regional and national structures. COSATU and its unions have
maintained the principle that the number of representatives on executive committees who are shop
stewards, i.e. actual wage workers, should be greater than the number of union officials, i.e. people
employed by trade unions or federations. Shop stewards and officials are not allowed to take
decisions on behalf of workers without proper mandates.
But the tradition of 'worker control' seems to have undergone changes in the past decade. These
changes should be seen not only in the context of the labour movement's involvement in more
structures, such as NEDLAC, but also in the context of the rapid growth of unions from the late
1980s until recently. The average size of a trade union affiliated to COSATU is just over 100,000
members, with structures spread geographically across the whole country. This massive growth had
certain implications for trade union structures:
- The influx of a large number of new members put pressure on the existing traditions of worker
control. Many new shop stewards were appointed, who did not necessarily share the collective
memory of the post-1973 model of organization (Marie, 1992, p. 21). A survey conducted in
1991 found that 28 per cent of COSATU shop stewards were in their twenties. This implied that
many were not experienced and did not share the "union traditions of democratic worker control"
(Collins, 1994, p. 30).
- The increase in membership "necessitated complex nationally centralized structures." This
resulted in a "greater division of labour and responsibilities between structures and among staff"
(Marie, 1992, p. 21).
- A large membership body demands greater focus on servicing, which meant a shift from an
organizing model of trade unionism towards a servicing model (Marie, 1992). Apart from more
demands for effective servicing, shop stewards were required to attend more and more meetings
at different levels. Many unions responded to these demands by reducing the frequency of branch
meetings, to enable shop stewards to engage in regional and national structures (Collins, 1994,
p. 31).
- To deal with the increased work load, the number of full-time shop stewards has been expanding,
enabling elected representatives to play a more central role in the daily running of union matters.
This practice has been criticised for removing shop stewards from the daily experience of the
workers they are supposed to represent (Collins, 1994, pp. 33-34).
However, several surveys have found that members of unions affiliated to COSATU still regularly
elect shop stewards, usually by secret ballot (Collins, 1994; Wood, 1999). A survey conducted in
1994 found that 84 per cent of shop stewards were elected by members, 13 per cent were appointed
by union leaders, and 1 per cent were appointed by management. In a 1998 survey, the number of
shop stewards elected by members increased to 92 per cent. Only 3 per cent of workers reported that
shop stewards were appointed by leaders, with management appointments remaining constant at 1
per cent. These figures actually imply an expansion of shop-floor democracy in terms of the election
of shop stewards. Indeed, 93 per cent of workers interviewed in 1998 pointed out that shop steward
elections are held at least every three years (Wood, 1999, pp. 10-12). The 1999 COSATU National
Congress mandated the federation to coordinate shop steward elections for all the affiliates on an
annual basis. In future, these elections will take place at the same time, giving the election process
a higher profile.
A major shift, which occurred from 1994 to 1998, is how workers view the role of shop stewards.
In 1994, 26 per cent of workers felt that shop stewards "had the right to represent workers' interests
as they saw fit, or that they had discretion within a broad mandate." In the 1998 survey, this number
increased to 50 per cent. Wood argues that this could reflect the "increased complexity of the
bargaining environment", where "industrial relations are increasingly institutionalized." The
proportion of workers who felt that shop stewards should be dismissed when they failed to do what
their constituencies desired remained constant at 93 per cent in both surveys. Wood concludes: "It
is evident that an increasing number of workers are willing to trust shop stewards to engage with
management on their behalf, as long as they report back from time to time"(1999, p. 13). However,
71 per cent of the workers interviewed in the 1998 survey said that they attended union meetings at
least once a month. This number had declined from 77 per cent in 1994 (Wood, 1999, p. 9).
There also seemed to be a generational shift in terms of worker opinions on the role of shop
stewards. Younger workers were more likely to give shop stewards a broad mandate, or treat them
as a form of indirect democracy. The views of older workers, however, conformed much more to the
militant form of direct participation based on worker control, as table 5 illustrates. The data confirm
the view that the role of shop stewards as "simple bearers of the mandate" (Marie, 1992, p.23), is
changing towards a role of active representation with more discretion.
Apart from changes in the relationship between members and shop stewards, there also seems to
be a shift in the role of full-time union officials. This has to do with the complex challenges posed
by rapid transformation. Unions tend to rely more on experts to respond to pressing deadlines,
leading to what is described as 'bureaucratization' (see Buhlungu, 1997, p. 44). A new generation
of officials "are coming in at a phase where there is an increasing tendency for officials to lead office
bearers rather than the other way round" (Collins, 1994, p. 37). Concerns were also expressed about
the 'brain drain' from COSATU. Experienced union leaders were lost to Parliament, the structures
of the governing African National Congress and, ironically, big business and some of the unions' own
new investment corporations. According to Baskin (1996, p. 15) COSATU lost about 80 of the
1,450 officials employed by affiliates in 1994 alone. In 1999, six of COSATU's four national office
bearers left the labour movement, some to pursue careers as parliamentarians, and one as a provincial
premier.
In the 1970s and 1980s, many unions had a policy of not paying their officials more than the
highest paid workers in the industries which they organized (Buhlungu, 1997, p. 17). However, in
response to the so called "brain drain" of union officials (Buhlungu, 1994), COSATU and its
affiliates have been moving towards higher remuneration structures in an attempt to retain
experienced officials. Standard union packages include benefits such as a car allowance, housing
allowance, medical aid and provident funds (Buhlungu, 1997, p. 17).
A consequence may be that union officials move further away from the class position of their
members. Internally, the movement has also seen an increased wage gap between officials at
different levels. Packages are generally linked to grading systems. Table 6 provides a breakdown of
the remuneration packages of trade union officials from Buhlungu's survey.
The survey also showed that 63.4 per cent of employed officials did not see themselves working
in the union movement in five years' time (see table 7). Furthermore, it indicated that a majority of
[union] officials (57 per cent) had only been working in the union for four years or less (see table 8).
This implies a careerist attitude among a large proportion of union officials, as well as
inexperience resulting from rapid staff turnover. According to Buhlungu (1997), this means a
process of "generational transformation" is taking place among trade union officials.
The above structural changes relate to individual unions. But COSATU has also consciously
engaged in a process of organizational restructuring in order to "co-ordinate and reinforce the
collective bargaining strategies of the affiliates" in the context of the "likelihood that collective
bargaining will come under increasing pressure from employers under the guise of international
competitiveness and 'globalization'."(COSATU, 1997, p. 192). These changes implied the setting
up of new decision-making bodies and stronger implementation structures.
A new body, the Central Committee, was set up to enable the federation to speed up policy
decisions. As the second highest decision-making structure, this body meets annually to consider
policy matters. The first Central Committee meeting took place in June 1998. Apart from the annual
meetings, a Central Executive Committee (CEC) was set up to meet twice a year with the national
office bearers to consider policy matters.
The National Executive Committee, which in the past met only six times per year, was made
smaller, and now meets once a month. This body considers operational and administrative issues and
is responsible for driving the negotiations strategy of the federation. Also, instead of once every four
years, the National Congress now meets once every three years.
Hence, not only globalization, but also a phenomenal growth in membership, have affected trade
union structures, specifically unions affiliated to COSATU. This, coupled with union involvement
in more and more centralized structures, such as NEDLAC and bargaining councils, has led to shifts
in traditions based on worker control. Although members generally still elect shop stewards, there
are indications of a generational shift, not only among members, but also among full-time union
officials. As a federation, COSATU has responded to the demands of centralized structures for a
more involved approach from the federation by creating bodies that meet on a more regular basis.
It has also moved towards a more central role for the federation in coordinating affiliates. In the
future, COSATU as an organization may begin to show more similarities with the older trade unions
of Western Europe and North America. However, the traditions of unions as social movements may
persist, or be revitalized, in the context of campaigns to defend the gains made in the 1980s and
1990s. The following section discusses new campaigns linked to globalization.
2.4 Regional and global action
All three of the major trade union federations, COSATU, the Federation of Unions of South Africa
(FEDUSA), and the National Council of Trade Unions (NACTU), are affiliated to the International
Congress of Free Trade Unions (ICFTU). Several other unions are affiliated to the ICFTU
International Trade Secretariats. In addition, both COSATU and NACTU are involved in the
Organization for African Trade Union Unity (OATUU), as well as the Southern Africa Trade Union
Coordinating Council (SATUCC).
Transnational involvement is not new to the South African labour movement. The nature of
campaigns may be changing, or increasing in frequency and intensity, but South African unionism
has always been tied to international dynamics. However, engagement with organized workers and
bodies set up by or "for" them, has certainly not been unproblematic. It has been characterized by
immense levels of solidarity at times, but also by suspicion and animosity. Significantly, the
relationship between South African unions and global players, such as ICFTU and the World
Federation of Trade Unions (WFTU) was shaped by the internal struggle against Apartheid, as well
as by global Cold War politics. Southall (1995) argued that COSATU was able to draw on
resources from unions in the North while maintaining its independence through a policy of non-alignment. However, now that COSATU has achieved many of the campaign goals of the 1980s,
its position as a recipient of assistance is changing to one where it is forced to become more outward
looking and to contribute to the struggles of other social movement unions in Southern Africa and
Asia.
Following internal persecution by the Apartheid state in the 1950s and 1960s, the South African
Congress of Trade Unions (SACTU) went into exile, along with several of the liberation movements.
At that time it used its links with WFTU to lobby in the ILO against the representation of the Trade
Union Council of South Africa (TUCSA), which was a racially based federation. Following this,
and several other campaigns, South Africa was expelled from the ILO in 1963 (Southall, 1996, pp.
8-9).
When small industrial unions emerged after a wave of strikes in 1973, several trade unions from
across the globe, mostly affiliated to ICFTU, offered assistance. ICFTU itself became more involved
in assisting the emerging independent trade union movement. In 1974, it set up the Coordinating
Committee for South Africa (COCOSA), which, according to Southall (1996, pp. 10-11) became
involved in industrial action to boycott South African goods, assisting the emerging trade unions with
legal costs, pressing transnational corporations to recognize South African trade unions, and
channelling and coordinating financial assistance from ICFTU affiliates to South African trade
unions (more than US$6.6 million from 1976 to 1984).
ICFTU and its affiliates provided funding to a broad spectrum of the emerging black unions - to
FOSATU (later COSATU), unions affiliated to what became known as NACTU, and other
independent unions (Fraser, 1991, p. 27). However, in the context of the Cold War, COSATU
actively pursued an approach of non-alignment. Likewise, NACTU was not formally affiliated to
ICFTU, even though its predecessor, CUSA was (Southall, 1996, pp. 10-11; Naidoo, 1991;
Ngcukana, 1991). SACTU in exile was not only suspicious of ICFTU's role in South Africa, but
was originally also hostile towards the emerging independent trade union movement. The Congress
insisted that it was the sole representative of the South Africa working class abroad and that funding
to South African unions had to be channelled through SACTU. However, ICFTU and its affiliates
maintained direct links with South African trade unions. In fact, South African trade unionists
formed networks with many unionists abroad through attending short educational courses. Southall
(1996, p. 15) argued that this resulted in "a formidable network of personal, sectoral and professional
contacts which proved of inestimable value during particular industrial struggles or when unions
became subject to political attack."
These networks supported campaigns of South African trade unions in various ways:
- Especially in the 1970s, when trade unions campaigned for recognition, South African unions
organizing workers in subsidiaries of multinational corporations linked up with trade unions
representing workers at factories in home countries.
- A second form of linkage involved South African unions calling on trade unions in the same
transnational corporations abroad for more generalized campaigns.
- Many South African trade unions linked up with International Trade Secretariats.
International solidarity became prominent especially in industries with globalized production, such
as steel and motor manufacturing, and in industries that were particularly vulnerable to tariff cuts,
such as clothing and textiles.
In the case of NUTW and ACTWU, unionists had first established personal contacts through
international meetings. ACTWU vice-president John Hudson (1991, p. 41) pointed out that his union
members were particularly interested in NUTW because of "a desire to further contribute to the fight
against Apartheid." Through their involvement, the unions supported each other on matters such as
health and safety training, and exchanged research materials on companies operating in both
countries. When NUTW merged with another union to form SACTWU, they also drew on the
experience of ACTWU, which had gone through a merger previously. Hudson mentioned specifically
that his union learnt a lot from NUTW organizing strategies.
These "direct links" were sometimes successful in campaigns, and sometimes not. Southall (1996,
pp. 15, 17) argued that South African unions formed closer links with trade unions generally
affiliated to ICFTU more than WFTU, since they were linked through transnational corporations.
Unions organizing in former Socialist countries could not offer the same level of assistance as their
counterparts in the capitalist world. Towards the end of the 1980s, SACTU "quietly buried" its
opposition to direct links, and in the context of the British anti-Apartheid movement, had a much
more harmonious relationship with the TUC.
The picture changed considerably with the collapse of the Soviet Union, and with the lifting of
bans on the ANC, the SACP, the PAC, and other liberation organizations in 1990. Politically, South
Africa began negotiations on the nature of a post-Apartheid society. Internally, COSATU played
an important role, now in formal alliance with the ANC and the SACP. In 1990, COSATU put the
issue of international relations on its agenda. Jay Naidoo, then General Secretary of the federation,
pointed out that this was for very specific reasons, mentioning "particularly the world restructuring
of the economy, and the loosening of the political climate internationally with the formal ending of
the Cold War and the collapse of Eastern European regimes." In this context, Naidoo felt that
"workers are going to begin sharing common problems, particularly where there is an unbridled move
to free market systems, where the lives and jobs of workers, the benefits they have gained, are being
jeopardized" (Naidoo, 1991, p. 18).
COSATU began to re-evaluate its relationship with international bodies such as ICFTU and
WFTU, holding its first meeting with the Executive Council of ICFTU in December 1990. COSATU
also attempted to "normalize" its relationship with AFL-CIO, having already established strong links
with affiliates of AFL-CIO, such as ACTWU and UAW.
In 1991, Jay Naidoo told the South African Labour Bulletin: "International policy has never been
high on COSATU's agenda. We did not feel that it was a priority compared with building a strong
internal labour movement. Also, we wanted to avoid the situation where conflicts in the international
trade union movement... could divide us." He also pointed out, though, that COSATU unions had
developed links with unions in Scandinavia, the Netherlands and Canada, when in need of
international solidarity in dealing with multinationals. He pointed out that these unions were
affiliated to ICFTU.
On 15 March 1991, COSATU appointed its first international officer, in the person of Mcebisi
Msizi, who had worked for the exiled union federation SACTU. At this time, COSATU also
increased its activities in Africa generally, attending the congress of the Organization of African
Trade Union Unity (OATUU) for the first time in 1990. Apart from establishing relations with
OATUU, COSATU had also been building links with unions in the Southern African region, through
the Southern African Trade Union Coordinating Committee (SATUCC). The federation was
involved in setting up a social charter for workers' rights. Naidoo motivated the move: "Our
common interests with Southern African workers will be shared, particularly as borders open up,
with industry relocating, or manufacturing industry in the Frontline States being wiped out by South
Africa" (Naidoo, 1991, p. 18).
Already in the 1980s NACTU had established links with OATUU and was actively involved in
SATUCC. It affiliated to OATUU even before COSATU did so in 1991.
Where COSATU and NACTU traditionally drew on support from unions in the North, there was
already a realization in the early 1990s that they had to engage with other unions in Africa, and
Southern Africa in particular. South African unions, in the context of the Southern African region,
increasingly occupy a position similar to the unions of Western Europe and the United States
globally.
In the early 1990s, COSATU was also involved in other international activities, mainly through
conferences with labour movements from elsewhere. They included the Indian Ocean Regional
Initiative and joint conferences with the Italian General Confederation of Labour and the Workers'
Centre of Brazil.
In February 1993, at a time of increased violence in South Africa, COSATU and NACTU hosted
a delegation from ICFTU, which included unionists from the Scandinavian countries, Italy, Japan,
the Netherlands, the United Kingdom, the United States and Zambia. The Coordinating Committee
on South Africa (COCOSA) met in South Africa for the first time since it was founded in 1976.
Representatives from the ITSs were also present.
Towards the end of the 1990s trade unions became more aware of the need for global cooperation.
Both NACTU and COSATU formally affiliated with ICFTU and its members. In 1998, FEDUSA
also affiliated with ICFTU.
COSATU's involvement in OATUU and SATUCC led to more active campaigns in the region.
COSATU's role led to the federation supporting the campaigns of other unions, rather than being
supported. But individual unions have also been involved in transnational campaigns, especially in
the clothing and textile industries. The result of a recent campaign is the Maputo Declaration on the
Textiles, Clothing and Leather Industries, signed on 9 May 1999. Unions from Lesotho, Malawi,
Mauritius, Mozambique, South Africa, Tanzania, Zambia and Zimbabwe met in Maputo to discuss
the state of the industry in the region.
The participants identified common problems such as the erosion of labour standards, the impact
of Structural Adjustment Programmes on their economies, export processing zones eroding labour
standards, the impact of tariff reductions as well as large-scale smuggling of goods, and the trading
of second-hand clothing intended as donations. The Declaration called for more appropriate
macroeconomic policies, the promotion of worker rights, links between trade and labour rights, a
more careful consideration of the reduction of import tariffs on specific industries, and the integration
of export processing zones into national economies.
The involvement of SACTWU in this initiative illustrates the point that, whereas it drew on
international support for recognition struggles in the 1970s and the 1980s it now contributes to the
struggle for basic rights of other unions in the region. The approach of the Maputo Declaration to
trade unionism reflects COSATU's and its predecessors' model of unions controlled by workers and
strong shop stewards committees, linked to broader campaigns for democratization, i.e. social
movement unionism.
Currently, the 'new internationalism' is on COSATU's broader agenda, and the Federation hosted
several high profile conferences and congresses in South Africa in 1999. The first was the Seventh
Ordinary Congress of OATUU, which was held in Johannesburg in September, and the second took
place in October 1999, when COSATU hosted a conference of the Southern Initiative on
Globalization and Trade Union Rights (SIGTUR). Unionists from Australia, India, Indonesia,
Republic of Korea, Pakistan, Philippines and South Africa attended the conference. The third
congress, that of the International Federation of Chemical, Energy, Mine and General Workers'
Union (ICEM), was held in Durban from 3 to 5 November. Apart from these three high profile
conferences, the general congress of ICFTU is scheduled to take place in Durban in 2000.
In summary, the independent trade unions which emerged in the 1970s drew on international
networks in several of their campaigns for recognition, through industrial action and campaigns.
They also received financial assistance from unions in the North. In the 1980s, when this union
movement consolidated its structures, and in the context of the Cold War, these unions pursued an
active policy of non-alignment. However, the movement continued to draw on international
networks. The transition which began in the 1990s saw a process of international realignment.
COSATU entered into talks with ICFTU, but also with unions in the South which were critical of
ICFTU.
Towards the end of the 1990s, however, all three major trade union federations in South Africa
formally affiliated to ICFTU, and are attempting to shape the direction of the federation so that it
represents the interests of unions in developing countries. A good example of this is the awareness
of South African unionists of the lobbying at the WTO Seattle negotiations.
2.5 Collective action and institutional benefits
The institutional context in which collective action takes place in South Africa has changed
considerably in the past decade. The changes build on historical arrangements while attempting to
introduce, albeit unsuccessfully, a new institutional framework. The Labour Relations Act of 1995
envisioned three levels of collective bargaining, and it was expected that this structure would lead to
a coordinated labour market (Klerck, 1998, p. 101). This structure is summarized by table 9.
National bargaining
Since the late 1980s, the labour movement has engaged in negotiations with government and
organized business at national level. New institutions were formed to accommodate the process: first
the National Manpower Commission and the National Economic Forum, and since 1994, the
National Economic, Development and Labour Council (NEDLAC). The three major trade union
federations, COSATU, FEDUSA and NACTU, all take part in NEDLAC.
NEDLAC consists of four chambers, i.e. the labour market chamber, the trade and industry
chamber, the public finance and monetary policy chamber, and the development chamber. In the first
three chambers, government, labour and business are represented. The fourth chamber, however,
includes "civil" representatives as well as workers, employers and government (Webster, 1995b).
The NEDLAC Act establishes the objectives of the Council as follows. NEDLAC shall:
- strive to promote the goals of economic growth, participation in economic decision making and
social equity;
- seek to reach consensus and conclude agreements on matters pertaining to economic and social
policy;
- consider all proposed labour legislation relating to labour market policy before it is introduced
in Parliament;
- consider all significant changes to social and economic policy before it is implemented or
introduced in Parliament;
- encourage and promote the formulation of coordinated policy on social and economic matters
(Gostner and Joffe, 1998, p. 133).
Hence, the process of political democratization opened up space for the labour movement to
influence policy-making. Also, its position in society is recognized through the formalization of
workers' rights as human rights that are protected in the Bill of Rights enshrined in the Constitution.
In the context of the double transition, however, commentators differ as to whether these institutions
enable the labour movement to shape the direction of policy, or whether it merely "institutionalizes"
the labour movement to accept the government's macroeconomic strategy.
The labour movement has achieved several successes through its involvement in NEDLAC.
These include:
- The achievement of a relatively progressive Labour Relations Act, despite certain weaknesses.
- A degree of success in putting human and labour rights on South Africa's trade agenda, by
convincing government to require trade partners to sign a "side letter" to trade agreements, in
which they commit themselves to "respect human rights and to commit themselves to work
towards the ratification of core international labour Conventions (Gostner, 1997; Gostner and
Joffe, 1998, p. 138).
- Through the Social Clause Framework Agreement it compelled the South African government to
ratify certain core international labour Conventions (Gostner and Joffe, 1998, p. 139).
Since 1996, the government's position that macroeconomic policy cannot be negotiated in
NEDLAC has curtailed the extent to which the labour movement was able to use the Council to
influence the national developmental policy framework. Instead, NEDLAC became an institution
in which the implementation of liberalization could be negotiated.
Also, labour's participation in NEDLAC is hampered by a lack of capacity to engage consistently
in complex negotiations around issues such as trade agreements. Gostner and Joffe (1998, pp. 144-146) argue that labour representatives have not succeeded in moving from a reactive mode of
operation into a proactive mode. This does not only relate to the undermining role of the non-negotiability of the macroeconomic framework, but also because labour has not succeeded in setting
up functional structures, or a coherent framework of mandating. There are also difficulties in
mobilizing workers around the very complex issues under negotiation.
Industry-level bargaining
Meso-level collective bargaining usually takes place in bargaining councils. These councils can be
industry-wide, but some are also geographically determined. The functions of bargaining councils
are to:
- negotiate collective bargaining agreements concerning wages, working conditions and other
procedural issues;
- administer and enforce agreements,
- prevent and resolve disputes;
- promote and establish training and education schemes;
- establish and administer benefit schemes; and
- deal with requests for exemptions from agreements (Webster, 1999, p. 6).
It is important to note that agreements on wages and conditions reached in bargaining councils
can be extended by the Minister of Labour to non-parties in the industry or geographical region
where the bargaining council is registered. Employers can apply for exemption where they consider
the requirements as too onerous.
The extent of the move towards meso-level collective bargaining has been overstated. As table
10 indicates, only 32 per cent of non-agricultural employees are covered by bargaining council
agreements. When the Chamber of Mines is included, this figure increases to 36.4 per cent of
workers in the non-agricultural private sector. The inclusion of the Transnet bargaining council (the
transport parastatal) and the public sector bargaining council artificially inflates the number of
employees covered by bargaining council agreements.
It is also important to note that collective bargaining at industry level is based on voluntarism.
The parties can only register bargaining councils if there is sufficient representation from both
organized labour and organized employers, and if both parties agree.
The Labour Relations Act also provides for Statutory Councils, sometimes described as "trainee
bargaining councils". These can execute the functions of a bargaining council, but wage agreements
cannot be extended to non-parties. These councils can be established in industries where employers
or employees have a representation of 30 per cent. The aim of this was to break the deadlock in
negotiations on voluntary versus mandatory centralized collective bargaining (Webster, 1999, p. 7).
Bargaining councils have recently come under attack, especially in the framework of calls for
labour market flexibility. The South Africa Foundation (1996) blamed labour market rigidities on
the extension of bargaining council agreements to non-parties. However, it should be noted that only
a third of private sector employees are covered by such agreements. Also, as indicated, firms can
apply for exemption from bargaining council agreements. In 80 per cent of the cases, these
exemptions are granted (ILO, 1999). The South African Enterprise Labour Flexibility Survey found
that larger companies - between 150 and 400 workers - generally apply for exemptions. Very few
firms with less than 50 workers apply. This may imply that small business does not find bargaining
council agreements restrictive. An alternative explanation may be that they simply ignore such
agreements (Standing, 1997b).
Nevertheless, very few new bargaining councils are currently registered and it seems unlikely that
a trend towards centralization will continue. In fact, a number of bargaining councils have been
deregistered since 1995.
Plant-level collective bargaining
As pointed out in Part 1, South Africa has developed a dual collective bargaining system, where
wages and conditions are negotiated at industry- as well as at plant-level, the latter according to
recognition agreements. Influenced by the German model of works councils coupled with centralized
wage negotiations, the authors of the Labour Relations Act attempted to apply these principles. The
LRA could not outlaw plant-level collective bargaining, but introduced a new concept, the workplace
forum, in an attempt to facilitate a movement away from distributive collective bargaining toward
integrative bargaining. It was hoped that these fora would provide for co-determination at the
workplace and that bargaining over wages and conditions would gravitate towards the centre. The
Labour Relations Act envisaged a transformation of adversarial industrial relations at the workplace
into a regime of co-determination, where unions actively take part in efforts to improve productivity
through their involvement in workplace fora.
However, since the LRA was adopted, only six such fora have been established (see Psoulis et
al., 1999). Instead of this approach, there is evidence of a trend towards lean production based on
the casualization of work and attempts to by-pass unions, instead of involving them in restructuring
initiatives.
Webster (1999, p. 10) argues that "attempts at productivity increases have invariably been
accompanied by job losses." He quotes a survey of 165 companies employing 315,000 employees
which found that "company restructuring", rather than "economic downturn" is now the prime
contributor to retrenchments. Commenting on the findings of a survey on flexibility patterns in
manufacturing industry, Standing identifies a trend towards different forms of casualized work in
South Africa:
Evidence… suggests that South African firms have been moving in the same direction as their
counterparts in most other parts of the world, turning towards greater use of flexiworkers,
through casual labour, contract labour, sub-contracting to smaller firms, homeworkers and
other 'outworkers', and agency workers (Standing, 1997b, p. 7).
The accompanying movement towards the introduction of team work supported by remuneration
structures linked to individual or team performance (respectively referred to as work process and
wage flexibility), has been treated with scepticism by trade unions. In South Africa, the phrase
"world-class manufacturing" is used quite often to describe the introduction of these practices (see
Ewert, 1992; 1997). Instead of post-Fordism, evidence of restructuring initiatives in South Africa
seems to point towards a movement towards 'neo-Fordism'. This entails only "a partial movement
away from racial-Fordist regulatory practices" (Kraak, 1996, p. 42). Kraak puts it as follows:
It has primarily to do with the intensification of the Fordist labour process and the
weakening of the organized trade union movement through the introduction of more
exploitative forms of work organization using new technologies. It also has to do with the
partial dilution of the racial division of labour in a manner which leaves shopfloor power
relations unchanged (Kraak, 1996, p. 42).
The September Commission described management strategies of retrenching, outsourcing or
subcontracting as "seeking to by-pass the union by refusing to consult or engaging in meaningless
consultation". According to the Commission, the dangers of these initiatives for organized labour
include the "division of workers into 'insiders' and 'outsiders'", and the possibility that "union
responses to restructuring may create ideological confusion among members and activists"
(COSATU, 1997, pp. 96-97).
The Commission does, however, point out that in some cases unions have used the space created
by restructuring initiatives to resist retrenchments and subcontracting, to win "the right to
information", and to set up consultative fora. But, "in the majority of cases", unions have not
engaged with these processes effectively. Even in cases where restructuring agreements are signed,
unions find it difficult to actually use the gains to their advantage in practice (COSATU, 1997, pp.
97-98). Different reasons for this are mentioned. The first points to the perceived route taken by
management; "most managers are more concerned to reduce costs and workers and weaken the
unions, than to cooperate with unions or to upgrade the skills of their workers". Secondly the
Commission acknowledges that unions lack clear vision and policy guidelines on restructuring, as
well as the capacity to engage effectively (COSATU, 1997, p. 98).
Hence, in the context of the institutional environment for collective action, labour has partly
succeeded in using NEDLAC to shape the nature of post-Apartheid South Africa. However, the
labour movement's role in NEDLAC is constrained by a lack of capacity to shape debates, as well
as the government stance on the non-negotiability of its macroeconomic strategy. NEDLAC does
provide labour with an opportunity to engage in trade negotiations, and provides a platform to keep
issues such as the social clause on the agenda.
In terms of industrial relations at a meso-level, it seems that the trend towards centralization has
come to an end. Only 36 per cent of the non-agricultural private sector workforce is covered by
bargaining council agreements and firm-level bargaining, according to recognition agreements, still
forms the foundation of collective bargaining.
Trade unions have had little success in dealing with company-level restructuring and South
Africa's version of "world-class manufacturing". They are still trying to find a response to the
movement away from standardized contracts of employment and remuneration, towards
individualized contracts and bonus systems, coupled with an increase in casualization. Unions may
find themselves defending the gains made during campaigns in the 1980s and 1990s, and, in the
process, will be forced to become more outward looking as companies seek cheap and docile labour
elsewhere.
2.6 Collective action and social alliances
The social movement character of COSATU implied that it was in broad alliance with other social
movements in its attempts to overthrow the Apartheid regime. However, these alliances also implied
tensions and differences in opinion on what the struggle had to entail. Towards the end of the 1980s
these tensions became less pronounced, and COSATU entered into a formal alliance with the ANC
and the SACP.
During the 1990s, this alliance can be characterized as one of contradictions. On the one hand,
it was a way for COSATU to increase its influence in the ANC, thereby maintaining an ANC with
a "working-class bias." On the other hand, the alliance was repeatedly used to contain COSATU's
militancy and to implement macroeconomic policies.
Various attempts were made from the mid-1990s onwards to define and redefine the role of the
alliance in the context of this obvious contradiction. Opinions from COSATU members indicate
continued support for remaining in the alliance, even though the level of support seems to be waning.
Also, the ANC's overwhelming victory in the 1999 elections demonstrates that there is still support
for the party. Table 11 shows a slight decrease since 1994 in support for the alliance.
In 1994, the survey asked COSATU members about their expectations on delivery from the
government. As table 12 indicates, expectations were relatively high. The 1998 survey asked
COSATU members to rate the government's performance and workers seemed impressed with the
level of delivery on issues such as clean water, electricity, and access to telephones. However, on
housing, enough nutritional food and, notably, higher wages, opinions were more moderate to
negative.
Buhlungu and Psoulis (1999, p. 11) explain the continued support among COSATU members for
the alliance as an "enduring solidarity", based on the traditions and networks built up during the
struggle against Apartheid. They also argue that the survey of COSATU members shows a
pragmatic attitude among workers.
It should be noted that this pragmatism would imply different voting behaviour if workers, over
the long term, do not view the ANC programme as acceptable. Thus, while solidarities seem to
endure for now, the rift between the ruling party and the trade union movement may become more
stark if current aggregate job losses continue.
Since the end of the anti-Apartheid struggle, many NGOs and community-based organizations
have been demobilized, either as a result of funding being directed to other areas, or because of a
view that the role of civil society has changed from resistance to cooperation with government. But
in light of the magnitude of job losses, many groups have become more active again, notably
progressive church groupings. Some of these have been instrumental in the campaign to cancel Third
World debt, while others presented an independent voice against the casualization of work at the Jobs
Summit held by NEDLAC in 1998.
COSATU has recently made an attempt to rekindle its links with civil society. In October 1999,
following a resolution at its 1999 National Congress, the federation called a series of meetings on
"deepening unemployment" with various other unions, NGOs, churches, sports organizations,
research bodies and traditional leaders. While still formally committed to the alliance with the ANC,
these meetings signal a realization in the labour movement that links with broader social movements
are still important.
2.7 Unions and public opinion
Public opinion about the labour movement has changed considerably. COSATU is no longer
involved in an anti-Apartheid struggle, and unions in South Africa are now accused of being a labour
aristocracy, and sometimes a factor contributing to unemployment. However, "public opinion" is
a concept that is often abused or used in a very uncritical way. Often, it is portrayed as a monolithic
construct, without consideration of the different interest groups. The mass media play an important
part in forming public opinion in general, but also in forming the image that policy makers have of
"public opinion".
The mass media were controlled and censored in various ways during the Apartheid regime.
Often the labour movement was vilified and on one occasion Jay Naidoo, then General Secretary of
COSATU was described as the "devil incarnate". However, a vibrant alternative press, including
the South African Labour Bulletin, existed alongside the mainstream press. The independent press
provided readers with alternative perspectives on politics in general, and also on the labour
movement.
In the 1980s, alongside the South African National Civics Organization (SANCO) and other
exponents of mass democracy, the labour movement played a very visible role in campaigns against
Apartheid. Obviously, as South Africa moved towards a constitutional democracy, this role, and
people's views on the labour movement have changed. Whereas the early stages of transition were
dominated by a "language of rights", this changed to a "language of the market" in the late 1990s.
The shift was also reflected in the media. Especially since 1996, as net job losses in the formal
economy have received increased attention, the "language of the market" has been expressed in the
opinion that the South African labour market is rigid, and that the "high" cost of labour is a reason
for high unemployment.
The ideology of globalization filtered through the mass media especially through the concept of
labour market flexibility, which was generally treated in a very uncritical way (see Bezuidenhout and
Kenny, 1999). Indeed, commenting on the way in which debates on labour market flexibility were
conducted in South Africa, Guy Standing argued that in the 1990s: "most governments are almost
prisoners of international opinion... Economic policy is determined not only by realities, but by
impressions that filter through a small community of commentators". He continued:
We are told South Africa suffers from 'labour market inflexibility', that investors are put off by the
regulations and trade union power, and that it has 'the highest unemployment in the world'.
Although there is no evidence to support those claims (except for what all agree are woefully
inadequate data), the images feed into financial brochures and shape perceptions of the country's
policy. In turn, policy-makers are pushed into contemplating reforms to gain credibility. (Standing,
1996.)
It is important to note that very little research has been done in South Africa about trade unions
and public opinion. Steven Friedman, Director at the Centre for Policy Studies, pointed out in an
interview that the only previous research project which tested public opinion on trade unions had been
conducted after the elections in 1994. The research was based on focus group interviews which had
only been conducted with black participants. As a result, it did not constitute a sample from which
one could generalize about the whole population. At that stage, there had seemed to be general
sympathy for trade unions. However, there was a variety of opinions, one of which held that the
trade union movement had behaved irresponsibly and had been disadvantaging the unemployed.
Nine out of the 12 people interviewed in the context of the present study felt that attitudes towards
the trade unions were changing. However, they disagreed as to how these attitudes were changing
and in which direction. One person interviewed did not think that "opinions on the whole" had been
changing. Two pointed out that there was no basis for such an assertion, arguing that it was
necessary to define "the public".
Niel Coleman, head of COSATU's parliamentary office, pointed out that "the public" includes
more than 2 million organized workers and their families. One should recognize that there is a
difference between perceptions of public opinion created in the media, and what people really think.
The notion of "public opinion" is shaped by "opinion- formers", who, in many instances, are hostile
to the trade union movement. The terms of the debate are often dictated by the commercial media,
who use "a common sense view" on issues such as unemployment, labour market flexibility and
economic policy. Chris Bonner from Ditsela also believed there was a "conventional wisdom" that
supported a liberal agenda of economic restructuring. Privatization is considered a good thing in
principle, and public sector retrenchments are not questioned. Notably, Tanya van Meelis and Alan
Fine, both from the media, felt that public attitudes towards trade unions had hardened. However,
Coleman pointed out that there is also a difference between media targeting different audiences. In
South Africa, newspapers strictly directed at the "business community" tend to include the views of
the labour movement more than the mainstream press, since it is in the interest of their readers to be
aware of current thinking in trade unions.
Mahlomola Skhosana, Assistant General Secretary of NACTU, pointed out that there was
considerable support for the trade union movement from different social groups. He mentioned
support from the religious community at the NEDLAC Jobs Summit, as well as support expressed
in a pastoral letter from the Anglican Church.
Adrian du Plessis and Charles Nupen believe there is a general acceptance of the role of trade
unions in South Africa. Dennis van der Walt, director of collective bargaining in the Department of
Labour, argued that the general public is better informed about trade unions, and that the unions are
therefore in a better position today. Du Plessis pointed out that very few people believe that the
union movement has no role to play. Nupen argued that trade unions are no longer seen as high
profile militants because they express themselves constitutionally. In the context of globalization,
some sectors of the business community see unions as potential partners through negotiation. He
pointed out that, for a less significant group, attitudes are still hostile. But this hostility is not so
much political - rather it is informed by the opinion that unions are inhibiting the process of
becoming competitive internationally.
Some respondents felt there was a change towards negative attitudes about trade unions among
the black middle class and the unemployed.
Emerging organizations claiming to represent the unemployed have criticised trade unions for
protecting a labour aristocracy. Two examples of these organizations are the Malamulela Social
Movement for the Unemployed, (1) and the Unemployed Masses of South Africa (UMSA). These
organizations' calls for labour market flexibility are often accompanied by xenophobia directed at
immigrant workers in South Africa.
However, the labour movement engaged in a number of innovative campaigns to counter these
claims and perceptions. When a Presidential Jobs Summit was held in 1998 to address the problem
of unemployment, the three federations set up a job creation fund and called on their members to
contribute a day's wage to the fund. An independent team of trustees was appointed to oversee job
creation projects. The event received wide media coverage when President Nelson Mandela gave a
day's wage as the first contribution. Unfortunately the collection of donations from members was
not well organized, and the fund currently operates with finances considerably lower than expected.
A second campaign was for a coordinated social plan to alleviate the effect of job losses on
communities and workers. The labour movement argued that there was a need for a coordinated
approach from government, business, the labour movement and other organizations to set up
retraining facilities, essential services and welfare to communities affected by increased levels of
unemployment. The campaign has been partially successful in that government and business have
agreed to set up a social plan.
A third campaign was protest action against the reduction of import tariffs, especially in industries
such as clothing and textiles. The labour movement partly succeeded in diverting attention away from
the labour market flexibility debate to the fact that the government was reducing import tariffs faster
than agreed in multilateral agreements. During the campaign, SACTWU argued that government
was responsible for introducing a coordinated industrial policy framework, including effective
supply-side measures, before embarking on rapid tariff reduction.
Hence, impressionistic evidence points towards a more sophisticated approach to trade unions in
some sectors of the "public", while opinion in other sectors may become more negative. There is an
impression that the media support a "common sense view" that globalization is inevitable and a
liberal programme naturally follows. However, the announcement by the state railway company that
it would reduce its workforce by 29,000, coupled with the mining industry shedding 90,000 jobs in
1998 alone, refocused the unemployment debate towards an increased awareness of the social
consequences of globalization. A sophisticated response to this, coupled with awareness of the fact
that globalization as practised currently does not have a "human face", may change the language and
redirect policy towards the social regulation of economic life.
2.8 A broader agenda for union action: Towards global social movement unionism?
It should be noted that the South African labour movement was instrumental in campaigns to end
Apartheid. This campaign was based on durable shop-floor structures organized through shop
stewards committees. Membership of the post-1973 trade unions rocketed, not only because they
were able to address the real problems of their members in the workplace, but also because unions
formed part of a broader social movement of civil alliances. Trade unions were assisted by unions
abroad - especially those organizing workers in the same transnational corporations. The South
African case is an example of how workers can use their collective power and alliances with other
organizations to win campaigns against inhumane social structures. After 1990, many of these gains
were established as rights under a new democratic dispensation.
However, the labour movement did not achieve its broader goal of transforming society
economically. Instead, many of the gains are coming under pressure as a result of globalization.
Global forces, coupled with local dynamics, have caused the labour movement to respond in various
ways:
There is a realization that new membership campaigns will have to be taken seriously - casual
workers and workers in "vulnerable sectors" will have to be organized into the labour movement.
Otherwise, labour market segmentation may leave unions with a shrinking share of the working class,
which could contribute to allegations that they represent a privileged minority. Proposed campaigns
include special recruitment drives to organize casual workers and the setting up of advice centres.
Usually, however, these campaigns remain rhetorical. Unions in general have not been able to recruit
casual workers, or organize vulnerable sectors such as agriculture, construction and domestic service.
The South African labour movement has moved on from fighting for basic labour rights to
maintaining these rights in t |