Pueblo International, Inc.Download PDFNational Labor Relations Board - Board DecisionsMay 18, 1977229 N.L.R.B. 770 (N.L.R.B. 1977) Copy Citation DECISIONS OF NATIONAL LABOR RELATIONS BOARD Pueblo International, Inc. and Roberto Matos Burgos Union de Empleados de los Supermercados Pueblo and Roberto Matos Burgos. Cases 24-CA-3643 and 24-CB-943 May 18, 1977 DECISION AND ORDER BY CHAIRMAN FANNING AND MEMBERS PENELLO AND MURPHY On September 9, 1976, Administrative Law Judge Elbert D. Gadsden issued the attached Decision in this proceeding. Thereafter, Respondent Union and Respondent Employer filed exceptions and support- ing briefs. Pursuant to the provisions of Section 3(b) of the National Labor Relations Act, as amended, the National Labor Relations Board has delegated its authority in this proceeding to a three-member panel. The Board has considered the record and the attached Decision in light of the exceptions and briefs and has decided to affirm the rulings, find- ings,' and conclusions2 of the Administrative Law Judge only to the extent consistent herewith. The Administrative Law Judge, without setting forth any specific rationale, found that Respondent Employer violated Section 8(a)(3) by discharging employee Roberto Matos Burgos for the nonpay- ment of union dues at Respondent Union's request. We see no basis for finding that Respondent Employer acted unlawfully in discharging Matos. General Counsel sought to establish that Respon- dent Employer failed in its duty to investigate Respondent Union's request for Matos' discharge, since it was aware of the derogatory remarks Matos had made about the Union. An employer may not lawfully respond to a request for an employee's discharge without investigating it, if it has reasonable grounds to believe that the discharge is being sought for reasons other than the failure to pay an initiation fee or to tender dues. Conductron Corporation, a subsidiary of McDonnell Douglas Corporation, 183 NLRB 419, 427 (1970); Granite City Steel Company, 169 NLRB 1009, 1012 (1968); Associated Transport, Inc., 169 NLRB 1143 (1968). In this case, Respon- dent Union's request appeared to be proper. While it is possible that Respondent Employer may have been aware of derogatory remarks which Matos had made I The Respondent Employer has excepted to certain credibility findings made by the Administrative Law Judge. It is the Board's established policy not to overrule an Administrative Law Judge's resolutions with respect to credibility unless the clear preponderance of all of the relevant evidence convinces us that the resolutions are incorrect. Standard Dry Wall Products, Inc., 91 NLRB 544 (1950), enfd. 188 F.2d 362 (C.A. 3, 1951). We have carefully examined the record and find no basis for reversing his findings. 2 We agree with the Administrative Law Judge that Respondent Union 229 NLRB No. 117 about Respondent Union, this alone would not give it reason to believe that the latter's request was for discriminatory reasons. Here, there is no evidence of anything else which would give Respondent Employ- er any reason to believe that Respondent Union's request for Matos' discharge was based upon any ground other than his failure to tender periodic dues. Accordingly, we find that Respondent Employer did not violate Section 8(a)(3) and (1) when it honored Respondent Union's request and discharged Matos. Therefore, we shall dismiss those allegations of the complaint. ORDER Pursuant to Section 10(c) of the National Labor Relations Act, as amended, the National Labor Relations Board hereby orders that the Respondent Union, Union de Empleados de los Supermercados Pueblo, its officers, agents, and representatives, shall: i. Cease and desist from: (a) Causing or attempting to cause Pueblo Interna- tional, Inc., to discriminate against Roberto Matos Burgos, or any other of its employees, in violation of Section 8(a)(3) of the Act. (b) In any other manner interfering with, restrain- ing, or coercing employees in the exercise of their rights guaranteed in Section 7 of the Act. 2. Take the following affirmative action which is designed to effectuate the policies of the Act: (a) Notify Pueblo Internatinal, Inc., in writing, that it has no objection to the reinstatement or employ- ment of Roberto Matos Burgos, and request that he be unconditionally reinstated to his former or substantially equivalent position without loss of benefits or seniority. (b) Make Roberto Matos Burgos whole for any loss of pay which he may have suffered as a result of the discrimination against him by payment to him of a sum of money equal to that which he would normally have earned from the date of the discrimination against him to the date he is reinstated by Pueblo International, Inc., or to the date Respondent notifies Pueblo International, Inc., that it has no objection to his reinstatement, whichever is earlier, less interim earnings with interest at 6 percent per annum and in a manner consistent with the Board policies set out in F. W. Woolworth Company, 90 NLRB 289 (1950); and Isis Plumbing & Heating Co., 138 NLRB 716 (1962). was discnminatorily motivated by employee Matos' antiunion remarks in causing his discharge purportedly for nonpayment of union dues, and, therefore, violated Sec. 8(bX2). Hence, we find it unnecessary to pass on the Administrative Law Judge's additional finding that Respondent Union violated that section of the Act by failing to meet its fiduciary duty of advising Matos of his obligations under the valid union-security provision of the contract. 770 PUEBLO INTERNATIONAL, INC. (c) Post at Respondent Union's office in Puerto Rico, copies of the attached notice marked "Appen- dix."3 Copies of said notice, prepared in Spanish and English language, on forms provided by the Regional Director for Region 24, after being duly signed by the Respondent Union's official representatives, shall be posted by the Respondent Union immediately upon receipt thereof, and be maintained by Respon- dent Union for 60 consecutive days thereafter, in conspicuous places, including all places where notices to employees and union members are customarily posted. Reasonable steps shall be taken by Respondent Union to insure that said notices are not altered, defaced, or covered by any other material. (d) Forthwith mail to the Regional Director for Region 24 signed copies of said notice for posting by Pueblo International, Inc., if it is willing, in places where notices to its employees are customarily posted. (e) Notify the Regional Director for Region 24, in writing, within 20 days from the date of this Order, what steps the Respondent Union has taken to comply herewith. IT IS FURTHER ORDERED that the complaint, insofar as it alleges violations of the Act by the Respondent Employer, be dismissed in its entirety. 3 In the event that this Order is enforced by a Judgment of a United States Court of Appeals, the words in the notice reading "Posted by Order of the National Labor Relations Board" shall read "Posted Pursuant to a Judgment of the United States Court of Appeals Enforcing an Order of the National Labor Relations Board." APPENDIX NOTICE To EMPLOYEES AND MEMBERS POSTED BY ORDER OF THE NATIONAL LABOR RELATIONS BOARD An Agency of the United States Government WE WILL NOT cause or attempt to cause Pueblo International, Inc., to discriminate against Rober- to Matos Burgos, or any other of its employees, in violation of Section 8(a)(3) of the Act. WE WILL NOT in any other manner interfere with, restrain, or coerce employees in the exercise and enjoyment of rights guaranteed to them in Section 7 of the Act. WE WILL notify Pueblo International, Inc., in writing, that we have no objection to the reinstatement or employment of Roberto Matos Burgos and will recommend his unconditional reinstatement to his former or equivalent position without loss of benefits or seniority. WE WILL make whole Roberto Matos Burgos for any loss of pay he may have suffered by reason of his discharge with interest at the rate of 6 percent per annum. All employees, union members and nonmembers alike, are free to become, remain, or refuse to become or remain, members of Union de Empleados de los Supermercados Pueblo, or any other labor organiza- tion, and they may exercise rights protected by Section 7 of the Act, except to the extent that such rights may be affected by lawful agreements in accord with Section 8(a)(3) of the Act. UNION DE EMPLEADOS DE LOS SUPERMERCADOS PUEBLO DECISION STATEMENT OF THE CASE ELBERT D. GADSDEN, Administrative Law Judge: Upon charges filed on September 15, 1975, by Roberto Matos Burgos, herein sometimes called the Charging Party, against Pueblo International, Inc., herein called Respon- dent Employer, and Union de Empleados de los Supermer- cados Pueblo, herein called Respondent Union or the Union, a complaint was issued by the General Counsel of the National Labor Relations Board on January 9, 1976. The complaint alleged that Respondent Employer dis- charged Roberto Matos Burgos prior to the 30-day grace period for his failure to pay union dues and, alternatively, that the Respondent Union's demand for Matos' discharge and Respondent Employer's compliance therewith were carried out notwithstanding the fact that Matos occupied a job classification which excluded him from the bargaining unit; and that the demand as well as the actual discharge of Matos were not carried out for his failure to pay dues, but rather, because Matos made derogatory statements about Respondent Union and its leadership in the presence of employees of Respondent Employer and of officers of Respondent Union, in violation of Section 8(a)(3) of the National Labor Relations Act, as amended, herein called the Act. The hearing in the above matter was held before me in Hato Rey, Puerto Rico, on March 4, 5, and 6, 1976. Briefs received from counsel for the General Counsel, counsel for the Respondent Employer, and counsel for the Respondent Union, respectively, have been carefully considered. Upon the entire record in this case and from my observation of the witnesses, I hereby make the following: FINDINGS OF FACT 1. JURISDICTION Pueblo International, Inc., the Respondent Employer, is and has been at all times material herein a corporation duly organized under and existing by virtue of the laws of the State of Delaware, and is duly authorized to do business in the Commonwealth of Puerto Rico. Respon- dent Employer owns and operates a chain of 33 supermar- ket food stores throughout the island of Puerto Rico where 771 DECISIONS OF NATIONAL LABOR RELATIONS BOARD it is, and has been at all times material herein, engaged in the retail sale of food and related products. During the past year, a representative period of its annual operations, Respondent Employer in the course and conduct of its business purchased and caused to be transported and delivered to its retail supermarket stores in the Commonwealth of Puerto Rico food and other goods and supplies necessary for the conduct of its business valued in excess of $50,000, of which goods were transport- ed and delivered to its retail stores in interstate commerce directly from the States of the United States other than the Commonwealth of Puerto Rico. Respondent Employer derived revenues from the course of its business operation in excess of $500,000. The complaint alleges, the Employer admits, and I find that the Employer is engaged in commerce within the meaning of Section 2(6) and (7) of the Act. II. THE LABOR ORGANIZATION INVOLVED The complaint alleges, the answer admits, and I find that Respondent Union, Union de Empleados de los Supermer- cados Pueblo is, and has been at all times material herein, a labor organization within the meaning of Section 2(5) of the Act. III. THE ALLEGED UNFAIR LABOR PRACTICES A. Background Pueblo International, Inc., the Respondent herein, is engaged in the retail sale of goods and related products through a chain of 33 supermarket stores located through- out the island of Puerto Rico. Included in its operations are two doughnut shops, one variety store, and three cash-and- carry stores. The managerial hierarchy of Respondent Employer consists of a general manager, assistant manager, front-end manager and departmental managers, some of whom are salaried and some of whom punch a timeclock and are paid by the hour. The department managers who are paid by the hour are included in the appropriate bargaining unit and are dues-paying members of the Union. Departmental managers who are salaried are not considered a part of the bargaining unit and do not pay union dues. Respondent has a collective-bargaining con- tract with the Respondent Union which covers employees in all 33 of its stores. For its prospective managers, Respondent conducts a manager trainee program which runs for a period of 6-7 weeks, with emphasis on the department in which the prospective manager will be assigned to work. Its hourly paid department managers receive wage increases and other benefits in accordance with the union contract, including Christmas bonuses and overtime. Salaried de- partment managers receive a bonus computed on so many weeks or on their work performances in their stores, and they have the option of joining two medical plans instead of one. Their salaries are continually paid when they are on sick leave, while hourly paid managers accumulate sick leave and are paid only for accrued sick leave. A salaried manager may take a few hours off without anything being deducted from his salary but a bargaining nonsalaried manager must punch out and punch in again, with some exceptions to be granted within the discretion of a superior manager. Life insurance of salaried managers are carried by a profit-sharing plan.' B. The Managerial or Employee Status of Roberto Matos Burgos and the Propriety of his Compulsory Membership in the Union Roberto Matos Burgos testified that he commenced employment with Respondent on March 22, 1971, and has worked in several of Respondent's stores on many occasions. Matos further stated that he was employed as a manager-trainee and was periodically assigned to various stores to fill in for dairy managers to acquire manager training. The duration of his assignment in various stores varied from 2 to 3 days, to a week or 2, or to a month, and on rare occasion to as much as 6 months, during which times he discharged the duties of dairy managers who were on vacation, ill, or on leave for other reasons. He has been assigned to the North store for the past 2 years. He has not been assigned to fill in for dairy managers during the past year. Whenever he was assigned to such other stores he was so assigned by the dairy manager who told him he was needed at the other store because the dairy manager was ill or absent for other reasons. Matos described his duties at Pueblo North as receiving merchandise, filling two refriger- ators with chilled and frozen products, supervising two employees, and on some occasions substituting for the dairy manager when he was not present or was occupied otherwise. when he bought merchandise for the store, Matos said he relied largely on his experience. Matos said at no time while he was working at Pueblo North did management ever notify him of a change in his job classification as a dairy manager-trainee. Nor was he advised when he would be appointed a dairy manager except that, if a vacancy of such position became available, it would be offered to him. Matos testified that no union officer or delegate ever asked him to become a member of the Union or to pay union dues, or advised him that if he did not pay union dues the Union would request his discharge under the contract with Respondent Employer. However, he contends that Union Secretary Bienvenido Perez, on several occasions, had asked him why he did not pay union dues and he replied that until the Company clarified his status he could not pay such dues. Milagros Rosich, vice president of the Union, also asked him why he did not pay union dues. He told her he was a dairy manager-trainee in the store, and until such time that his status was cleared, either through the Company or the Union, he could not pay union dues. He said Rosich said all right. About 6 months before he was discharged, Carlos Colon, assistant to the general manager of the North store, called him and presented him with papers to sign for checkoff of union dues. Matos asked him who sent the papers and Colon said he received them in the mail, explaining that all The facts set forth above are not in conflict in the record. 772 PUEBLO INTERNATIONAL, INC. employees of Respondent Employer belong to the Union. Matos said he then asked was membership applicable to the position he occupied and Colon said it did not matter what position he occupied, he had to pay union dues. Matos said that about a month later Jorge Fernandez, general manager of the North store, approached him and advised him that he had become aware that Matos had not signed the papers authorizing the checkoff of union dues. He then asked Fernandez did he come to him as an executive of the Company or as a participant of the Union, and Fernandez said that he came only as a friend. He told Fernandez he was a dairy manager-trainee and until such time as his position was clarified in the Company by Respondent Employer or Respondent Union, he could not sign any papers for the checkoff of union dues; that Fernandez said, "Hey, come here, look here, you are against the Union?"; that he told Fernandez he wasn't against the Union or in favor of the Union and he repeated his reasons for not signing the papers. When he was asked did Fernandez give him any further explanation, Matos said, "Yes, he told me that in aform, in a way, that if I didn't pay the union dues, I could be discharged" Matos said he repeated his reasons for not joining the Union, adding that when the Company clarified his status he would decide if he would pay union dues or resign. Fernandez said OK and that was all. He also maintained that neither Fernandez nor a company officer, or any officer of the Union, ever notified him that his job classification as a dairy manager- trainee had been changed. On several occasions in July and August 1975, Matos said he said in the presence of Union Secretary Bienvenido Perez: that the Union did not have the capacity to work as the Union; that the employees of the Union could not offer a good service because they found themselves working with Pueblo, that how was it possible that Bienvenido Perez and Milagros Rosich could do a good job in the Union because they were working with the Employer, and that being so, the Union was a sweetheart Union; that he saw the case of Bienvenido Perez who worked 8 hours and held the job as secretary of the Union, and that the only thing he did was utilized it as a rubber stamp. On some other occasions Matos said he told Perez he was a incapacitated, disabled, and that Perez called him a mad man who knew nothing about the Union because he was not a member of it and that no one should pay any attention to what he said. When Matos was asked what were his duties as a dairy manager at Pueblo North, he said he received merchandise, took care of the salesmen, supervised two dairy employees, and made the orders for purchasing. Dairy Manager Training Matos further testified that, on several occasions while he was at the Barbosa store, he was instructed orally and by letter from the general manager to go to the distribu- tion's center for classroom training. One of the training courses involved the subject of the use of IBM cards. At other training sessions the class consisted of dairy manag- er-trainees and managers of the dairy department, instruc- tors, and company officials who showed them what to do. While in said training he was paid on a timeclock hourly basis. When he first started to work at the Barbosa store, Matos said the dairy manager, Nicoles Burgos, asked him why he did not pay union dues and he said because he was a manager-trainee; he would not decide to join the Union until his job classification was clarified. He admitted he did not ask Manager Burgos to clarify his work status. However, when he was first employed Respondent Em- ployer advised him that, when he became dairy manager, he would have the option to change to another insurance plan but the Respondent never granted him the other insurance plan. He denied Perez ever spoke to him about paying union dues. In supervising employees Matos said either he or Manager Burgos would tell the workers how to fill or pack the refrigerators and how to reserve space when there was a shortage of some products. During the month of September 1974, he said Manager Fernandez asked him would he like to be a dairy manager and he said yes, but when Fernandez told him what the salary would be, he told him he did not want the job at that salary, it was lower than what he was earning at the time. This was the last time Matos said he had any discussion about being a dairy manager. On cross- examination Matos said Manager Fernandez did tell him if he (Matos) did not pay union dues, he was going to be discharged. Matos further testified that although he was employed by Respondent 4-1/2 years he does not know when his management training ended, if in fact it did. With respect to his job classification and work description, Matos identified Respondent Employer's Exhibits 2 and 3, dated November 24, 1972, and March 26, 1975, respectively, which designated his classification as dairy clerk, dairy department. He intimated that such designations were not filled in at the time he saw and signed them. However, he admitted that he did not protest the classification designa- tion of dairy trainee or dairy clerk, and he also admitted that he had no authority to hire and fire employees. When Matos was asked to read from the statement he submitted to the Board in his affidavit, he read as follows: A. (Reading in Spanish - translated): Even though I finished the training period, I wish to clarify that the training period in this declaration determines the probationary period of the person, the person with three months of probation on the job, at no moment the Company promoted me to Dairy Manager. At every moment I was working under the orders of a Dairy Manager except on the occasion when I replaced some manager that was going on vacation or when the Manager of the Barbosa store went to the Army, in which I substituted him. It was for about a year and two months in Barbosa and I only had one employee under my charge, who would sometimes work on a full shift or full-time, sometimes part-time. At no time did I ever have more than one employee at the Barbosa store. In continuing his testimony Matos described a conversa- tion he had with Mr. Gutierrez, president of the Union, during which Gutierrez called him to the lounge and asked him if he was against the Union. He said he had heard certain comments that Matos had made against the Union and he wanted to know whether they were true or not, what 773 DECISIONS OF NATIONAL LABOR RELATIONS BOARD (he) Gutierrez had done to Matos; and that he just wanted to clarify those rumors and that was all. They continued to be friends. Matos said he did not protest his job classification because he was acquiring knowledge and experience and the job was convenient for his circumstances, including the opportunity for him to attend the World University at night after working days for Respondent Employer. Roberto Matos testified that when he first started to work he talked with Mr. Nogueras and he filled in and signed some papers as Mr. Nogueras explained to him the contract on dairy manager-trainees. Mr. Nogueras told him that he was going to be in that position for a 3-month probationary period; and that he was going to be a trainee until a dairy manager's position became available, at which time such position would be offered to him. Matos said he was thereafter offered such a position on two occasions, one at the Barbosa store by Mr. Civiles, the dairy supervisor. Upon learning what the salary would be Matos said he declined the offer. He was offered a position as a dairy manager on another occasion when Manager Fernandez, general manager of the Pueblo North store, asked him did he want to be a dairy manager and of what store. Matos said he told him he would assign him to any store. When Fernandez made him the money offer Matos said he did not accept it. Matos said no one told him what his job classification would be when he was assigned to the North store. On September 13, 1975, Matos said he told Milagros Rosich, vice president of the Union, that he had been discharged and asked her did she know who told Respon- dent he was not paying union dues and was refusing to do so. He said she then told him she knew about his case but Milagros denied she made such a statement. Irving Fazzio, district store manager for 5 years and a prior dairy manager, testified that he interviewed Matos for employment, during which time he told him he was going to remain a dairy manager-trainee for a period of 3 months, that if his performance as a trainee was approved and if there was a position available for him at the store, it would be given to him. By "approved," Mr. Fazzio said he meant that after a period of 3 months, if a position were opened, it would be given to Matos. However, after the 3- month period when Matos was ready to serve as a dairy manager, such a position was not available at that time and he was sent to cover certain emergency needs in different stores, such as filling in for a dairy manager who was ill or on vacation. Subsequently a dairy manager's position became available in the Barbosa store and it was offered to Matos and Matos accepted the dairy manager position punching a timecard at 50 hours per week. In other words he was hourly paid instead of salaried. In that capacity he would talk to Matos as he supervised him, telling him how to get ahead by taking an interest in the work because whether or not he would be advanced to a store where he would be a salaried manager depended upon him. Mr. Fazzio said Matos appeared to be optimistic and happy the first few times he talked with him but, after 4 or 5 months, Matos would ask him not to assign him to a department manager because he did not want to assume the responsibility it entailed; that he did not believe he was getting enough money to have so much responsibility; and that he was working 50 hours a week and for him it was easier to work 40 hours a week, because he had previously told Fazzio that he was going to school at night and it was more convenient to study with less hours. Mr. Fazzio said they discussed the matter in supervisors' meetings and decided to assign Matos to the North store as a dairy clerk because they did not need him at the Barbosa store as a dairy clerk. Rather, they needed a dairy manager at the Barbosa store. Consequently, Matos was assigned to Pueblo North store in December 1972 as a dairy clerk to replace the previous dairy clerk who had been transferred to Guayama where he lived. The prior dairy clerk worked a 40-hour week punching a timecard. Matos was verbally notified in December 1972 that he was transferred from the Barbosa store to the North store punching a 40-hour-week clock so that he would have time to study. Matos said all right. Celestino Ayala testified that he was the supervisor of the dairy department in Pueblo North in 1972 when Matos was assigned there and that Matos had worked as a dairy clerk at the De Diego and North stores. He advised Matos upon his arrival at the North store that he would be in charge of the frozen food case. Mr. Ayala continued to testify as follows: I explained to him the type of movement we had in that store; being that it was highly continental custom- ers we did a lot of business in the frozen food department, so I specified the fact that we did do a lot of business there because of our continental trade. Q. Did you have any discussion with him with regard to the hours he would work per week? A. Yes, I told him he was going to be a 40-hour basis a week. Matos agreed and he was not considered for a dairy manager's position while he worked at the North store because Nicoles Burgos was dairy manager on a salary basis at the North store at that time. Jorge Louis Fernandez, general manager of the North store during Matos' tenure there, testified that, in April or May 1975, Union President Milagros Rosich brought signed forms to him for the deduction or checkoff of union dues and advised him that Roberto Matos refused to sign a form. Fernandez said he then advised Matos that he should sign the form because a refusal to do so could cause him to be discharged by the Company since all other employees paid dues. Matos told him that he was not going to pay. Around July or August 1975 Fernandez asked Matos again whether or not he had decided to pay dues and Matos said he could not. Fernandez denied that Matos ever told him the reason he would not pay dues was because he was a management trainee. Fernandez said he then told Vice President Milagros Rosich what Matos had said. Fernandez said he first learned that Matos had been suspended when he came to work the next day (September 14, 1975). Later that day he said Matos came to him and advised him that he had been suspended for failure to pay dues and Fernandez said he was very sorry. Fernandez admitted that he asked Matos if he would accept a 774 PUEBLO INTERNATIONAL, INC. management trainee's position in a particular store but Matos said Respondent would not pay him enough. He denied that he told Matos he could have a dairy manager's position in any store Matos wanted. Fernandez further testified that Nicoles Burgos was dairy manager of the North store and Mr. Ruiz, a dairy manager, worked in his place when he went on vacation in 1974. He said that in 1975, Mr. Saidis, dairy manager from the St. Thomas store, filled in for Nicoles Burgos. Mr. Ruiz is salaried but Mr. Saidis and the receiving manager in the North store are hourly paid and are dues-paying members of the Union. Mr. Burgos' is salaried and does not pay dues. While Matos worked under his supervision at the North store, Matos received the wage increases called for by the union contract (Resp. Emp. Exh. 3). Fernandez said he did not know that the Union could request the discharge of Matos when he told Rosich, the vice president of the Union, that Matos would not pay dues. Fernandez testified that he completed the vacation form (Resp. Emp. Exh. 3) on March 26, 1975, as appears thereon. He had sent other dairy clerk employees (Gregori Allande and Hiram Parilla) to other stores to assist for 1, 2, or 5 days, or I or 2 weeks. He said he has never had a practice of having employees sign blank forms for vacation. Mr. Dajer testified that he received a letter dated September 10, 1975, from the president of the Union advising him that Matos had refused to sign the dues- checkoff authorization card to pay initiation fees and regular dues for the Union; that the Union had made several efforts to obtain Matos' signature but he had continually refused to sign; and that the Union thereupon requested the discharge of employee Matos pursuant to provisions of the collective-bargaining agreement (sec. B, art. II, on union shop). Around April 1975 Mr. Dajer said the Union called him and told him that Matos refused to pay union dues and according to the collective-bargaining contract he could be dismissed for refusing to do so. He said he then asked the president of the Union whether he had asked Matos to pay his union dues and he said yes, several times, either through himself or his people. He than asked the president of the Union to ask Matos again to pay the union dues and he called General Manager Fernandez at the North store and advised him that he had learned that Matos was not paying union dues and directed Fernandez to try to talk to Matos to advise him that he had to pay dues because he could be dismissed if he did not. Fernandez called Mr. Dajer a week later and advised him that Matos said he did not want to pay and he was not going to pay any dues. Fernandez did not know any reason given by Matos why he would not pay. Around August 1975, during the negotiation period, President Gutierrez informed Mr. Dajer that Matos was still not paying dues. He asked the president had the Union asked Matos to pay and he said yes. In early September, President Gutierrez called him again and informed him that all efforts to have Matos pay union dues had been unsuccessful and that Matos should be dismissed accord- ing to the contract. He told the president to send the letter, as specified in the contract, requesting Respondent Em- ployer to take such action and the letter was received by him. In September 1975 there were approximately 135 employees at the North store and around 2,600 employees in the bargaining unit. The Respondent Employer did not know of any reason why Matos was denied membership in the Union other than his failure to pay the required initiation fees and dues. Mr. Dajer said he did not know of any document in Matos' personnel file which notified Matos of a change in his position from manager-trainee to dairy clerk. He acknowledged that in his 10 years' tenure with Respondent-Employer he knew of no case where the union-security clause was invoked to discharge an employ- ee, except in employee Matos' case. Jose Nicoles Burgos Diaz testified that he worked as a salaried dairy manager at the North store and supervised Matos as a dairy clerk since the end of 1972. Around July 1975, Matos told him he (Matos) did not pay union dues. He advised Matos to check on that matter because it may cause him a problem in the future. He has never had a conversation with Matos as to whether Matos would become a dairy manager. However, whenever Burgos was busy or out of the store, Matos would substitute as dairy manager and he would review Matos' work on the next day. He has never known Matos to be a dairy manager- trainee. However, when Burgos was confronted with his affidavit previously submitted to the Board, he acknowledged under extensive cross-examination that Matos had told him 3 months before his discharge that he (Matos) was a dairy manager-trainee. Burgos said he did not seriously consider Matos' statement, however. On redirect examination Burgos explained that, when Matos would substitute for him in ordering from the distribution center, such function is carried out by a very set and fixed procedure outlined in a book and no exercise of discretion is involved. With respect to taking care of salesmen, this function is carried out without handling any money. When Matos came to the North store, he was transferred in as a dairy clerk although Burgos knew he was previously a dairy-manager trainee when he was employed by the Company. Jose A. Gutierrez, president of the Union for 9 or more years, testified that he first met Matos in August 1972; that when he tried to urge Matos to join the Union and provide for dues checkoff Matos told him that he was not going to join the Union because he did not believe in it. He said he then told Matos that it was necessary for him to join. He asked Matos about the union checkoff authorization again in September 1972 but Matos said no. He asked Matos again after he went to the North store and again, Matos said, "No, the employees did not need a union and he would not join." He said he spoke to Matos unsuccessfully about the Union in August 1975. The probationary period for new employees with the Respondent Employer is 90 days as provided by the collective-bargaining agreement; all employees who remain under Respondent's employ after 90 days become permanent employees. The board of directors of the Union had discussed on several occasions Matos and other employees who had failed to pay union dues and the possible termination of their employment. 775 DECISIONS OF NATIONAL LABOR RELATIONS BOARD The board of directors decided in September 1975 that the Union should send a letter to the Respondent Employer requesting Respondent to discharge Matos. The witness acknowledged that this was the first time that he has known the Union to make such a request. He denied Matos had ever mentioned that clarification of his job description or duties was a problem. He also stated that Bienvenido and other union employees had told him Matos made several statements against the Union but he did not attribute any significance to them. He also acknowledged that he never warned Matos he could be discharged if he did not join the Union. His explanation for the Union not taking action against Matos before September 1975 was due to the fact that the Union affords every employee all possible leeway to join the Union and because all the employees who were employed there after a period of time had joined the Union and were paying dues except Matos. Bienvenido Perez Cortes testified that Matos told him the president of the Union, Gutierrez, was no good; that he was receiving checks from the Union; that the Union was weak; that the Union was proemployer. Perez stated that he informed the president of the Union of Matos' statements. Perez continued to testify as follows: Q. Do you know who made the determination to request Matos' discharge? A. No, I don't know. Q. Didn't the union President consult with you over the phone, early in September of 1975? A. No. On that date, no. Q. At any other time? A. Before that, it would be said that they were going to send a company letter to all. * * * the Union because it was not worth it and he refused to sign the form authorizing the checkoff for membership and dues. Perez said he also spoke with Matos again in 1972 or 1973 on the same subject and Matos said it was not important for him to belong to the Union. Matos did not talk to him about his status as a management trainee. Alejandro Cruz Sierra, treasurer to the Union, testified that, on three occasions between 1972 and 1975, he spoke to Matos about joining the Union and Matos said he did not want to join and refused to sign an authorization for checkoff. Matos never told him he was a manager-trainee. In January, February, or March, 1975, the board of directors of the Union discussed Matos' refusal and decided to ask the Employer to clarify whether Matos would be made an executive, to clarify whether he was to become a member of the Union or a part of the Employer. He did not know that the Union sent a letter to the Employer about Matos. However, he said he did advise Matos that if he did not join the Union he could jeopardize his job. The Union's board has also decided in its meeting to request Respondent Employer to discharge Matos. Milagros Rosich Meldonado has been in the employ of Employer since 1959 and works in the office in North store. She is vice president of the Union and had talked to Matos about joining the Union at the North store in 1973. She further testified as follows: Q. Did Matos tell you at the time why he wasn't joining the union? A. The first time I spoke with him, the answer that he gave me was that he could not become a member of the union because he was in the store as a dairy manager trainee. Q. Did you at any time report what Matos had told you to any other union officer? Q. Did the union President, at any time, call you over the phone, or take your vote over the phone, regarding whether Mr. Matos should be discharged or not? A. I only remember that a letter was sent, that anyone that was not in the union would sign the paper, and if not, he would be discharged according to the agreement. Q. And that was decided when? At a meeting? A. That I can recall, no. Q. So there was no meeting to discuss that, either? A. In some meeting we discussed the cases, but to discharge someone specifically, no. Q. So discharging Matos, specifically Matos, that was never discussed at a meeting? A. No, because there were quite a few who had not signed. Q. So you don't know who or when the determina- tion to request Matos' discharge was made? A. No, I don't recall. Rafael Diaz Saez testified that for at least 12 years he has been a delegate to the Union, and a member of the board of directors for the past 3 years; that he talked with Matos in 1972 and told him that it was necessary that he join the Union. At that time Matos said he did not want to belong to * * * * A. Yes. Q. To whom? A. The President of the union, and the Board. Q. Who was the President of the union? A. Mr. Jose A. Gutierrez. Q. When did you tell Mr. Gutierrez that? A. During the times that I communicated with him, during the year 1973 to the year 1975. I don't recall the exact dates .... * * s Q. Did you at any time, on or around June, 1975, ask Gutierrez to have Matos' status defined? A. Yes. Q. And what did Gutierrez answer? A. That he was resolving the problem with man- agement and that he would let us know the results. Milagros Rosich further stated that she did not vote for Matos' discharge and that she did not know of any meeting where such a vote was taken; that she did not know Matos was discharged until after he had been discharged; and that she was never called on the telephone to vote for such a discharge. She continued to testify as follows: 776 PUEBLO INTERNATIONAL, INC. Q. What was it he said to you when you ap- proached him about paying dues to the union? A. As I said before, I explained, I had the checkoff form for the union with his name, and I explained to him that we had a list, that I had a list of some employees of the store who were not paying union dues. The rest of the employees, all, signed the form with no problem. I then directed myself to Robert so that he would sign the form, because he was the only one that was missing, and he answered that he could not sign it, because he was in the store as a dairy manager trainee. Q. He used those words, "manager trainee?" A. Yes. Q. He never said he was a management trainee, did he? A. No. Q. All right. You knew he wasn't in the store as a dairy manager trainee, didn't you? A. No, I had knowledge that he was a dairy clerk. Q. You knew he had replaced Mr. Matinez, who had been transferred, didn't you? A. Yes. Q. So did you tell that to Mr. Gutierrez when you made your verbal report to him? A. Yes. Q. In other words, you told him that you knew the man was a dairy clerk, and not a manager trainee? A. Exactly. Q. And when you talked to Mr. Matos on two times later, you asked him to sign the dues deduction forms, didn't you? A. Yes. Q. And he told you he refused to sign, didn't he? A. Exactly. Q. And he said absolutely nothing about being in training for anything on those occasions, did he? A. No. Q. Simply said he didn't want to have anything to do with it, didn't he? A. Exactly. C. Pertinent Contract Provisions Regarding Union- Security Clauses The Respondent Employer has had prior collective- bargaining agreements with the Respondent Union and the effective date of the current collective-bargaining agree- ment or contract is September 8, 1975. The prior contract which expired on August 31, 1975, contained a union- security clause and article II of the current collective- bargaining agreement contains a union-security clause which provides as follows: It shall be a condition of employment for all employees of the Company covered by this Agreement who are members in good standing of the Union as of the date of execution of this Agreement, to continue being members in good standing thereof. Those employees covered by this Agreement who are not members of the Union as of the date of execution of this Agreement. must, not later than the thirty-first day from the date of execution of this agreement, join and continue being members in good standing of the Union. All employees covered by this Agreement who may be given employment on or after the date of execution must, not later than the thirty-first day from the date of their employment, join and continue being members in good standing of the Union. In the event that an employee covered by this Agreement fails to pay the initiation fee or the dues that may uniformly and without discrimination be imposed, such as required to join and continue being members of the Union, the latter shall report this fact to the Company in writing. The Company agrees to discharge that employee not later than 7 days after having received such notification, provided that: it has no justification to believe that he was not offered admission into the Union under equal terms and conditions as generally offered to all, or it has no reasonable doubt to believe that he was not accepted or was expelled from the Union, for reasons other than his refusal to pay the initiation fee or regular dues which are a condition for belonging and continuing being a member of the Union. The collective-bargaining agreement including the above-described union-security clause covers the following employees as described in article I, section B, of the current collective-bargaining agreement which provides as follows: B. The employees covered by this Agreement shall be the employees included in the following contracting unit: Included: All employees of the Company's retail stores located in the Commonwealth of Puerto Rico, includ- ing employees of the front end department, employees of the fruits and vegetables department, dairy products, meats and fowl, employees of the Deli, Variety Store, Dona Dona, bakery, flower shop and the Cash and Carry stores and employees working two days only (part-time). Excluded: All executive and professional employees, management trainees; employees of the central ware- house (Distribution Center); employees of the whole- sale warehouse (Pueblo Wholesale); employees of the construction, maintenance and service department (Pueblo Maintenance); supervisors and guards as defined in the National Labor Relations Act, as amended. Analysis and Conclusion Although considerable time was spent during this proceeding on the question of Roberto Matos Burgos' status (managerial versus employee), the evidence of record is practically free of conflict that Matos was a dairy clerk since he was transferred from the Barbosa store to the North store in 1972. In fact Matos himself testified that he was not a dairy manager in the North store and that he had no authority to hire, fire, assign, transfer, or grant leave to employees, and, further, that he has not exercised such authority. While the evidence shows that Matos was 777 DECISIONS OF NATIONAL LABOR RELATIONS BOARD initially hired as a dairy manager-trainee, the record is also clear that he has not had any recent (during the past year or two) managerial classroom or practical training, even though his title may have been changed to correspond with his dairy clerk duties. However, even if Matos were in fact a dairy manager-trainee, or more, a dairy manager, he was nevertheless hourly paid, as distinguished from a salaried trainee or manager and, therefore, was properly included in the appropriate collective-bargaining unit. As so classified, Matos was eligible and obligated to join and retain membership in the Union as required by the union-security clause of the prior and current collective-bargaining agreements. It is true that the record shows that Matos was given an hourly paid clock-punching dairy manager's position when he was first assigned to the Barbosa store but that, shortly thereafter, he expressed dissatisfaction with the volume of responsibility, the adequacy of his wages, and the number of working hours which he said made it inconvenient for him to attend evening classes at the World University. In response to Matos' dissatisfaction Respondent Employer assigned Matos to the North store as a dairy clerk, replacing the prior dairy clerk in the North store. The record does not show that Matos ever protested this demotion and reassignment, nor is it shown that Matos thereafter served in the capacity of a dairy manager-trainee or a dairy manager, dejure or defacto. Therefore, in view of the foregoing evidence, I hereupon conclude and find that at no time during Matos' working tenure in the North store (during which period he was asked on several occasions to join the Union) was Matos ever in fact a dairy manager or dairy manager-trainee so as to exclude him from inclusion in the appropriate bargaining unit. The remaining principal question presented by the evidence for determination in this case is whether Matos' discharge by Respondent Employer on September 13, 1975, was solely predicated upon Matos' failure and refusal to pay a membership fee and dues to the Union, or whether his discharge was discriminatorily motivated by Respon- dent Union in reprisal for antiunion remarks made by Matos. A determination of this issue, however, can be made only subsequent to a determination as to whether the evidence establishes that Respondent Union had knowl- edge of the antiunion remarks made by Matos, and whether Respondent Union ever discharged its duty to properly advise Matos of the nature and extent of his contractual obligation to procure and maintain member- ship in the Union. I do not credit Matos' testimonial denial that no union representative ever asked him to join the Union and pay dues. In this regard, a review of the credible evidence of record established that prior to being assigned to the North store Matos had been approached by several union and management representatives about his nonmem- bership in the Union. The evidence further established that subsequent to Matos' assignment to the North store he was asked by Nicoles Burgos why he did not pay union dues; that Colon told Matos he had to pay union dues; that Union Vice President Rosich asked Matos why he did not pay union dues; that Store Manager Fernandez told Matos he understood Matos did not pay union dues and advised him if he did not do so he would be discharged; that Union President Gutierrez told Matos it was necessary for him to join the Union and on a subsequent occasion asked him to sign the checkoff authorization which Matos refused to do; that Union President Gutierrez spoke to Matos again about joining the Union but he admitted he did not advise Matos that the Union could request his discharge if he did not join the Union; and that Rafael Diaz also told Matos it was necessary for him to join the Union. The record also shows according to Matos' testimony, which I credit, that Union President Gutierrez asked him whether he was against the Union because Gutierrez had learned about several statements Matos had made against the Union; that fellow employee Perez corroborated Matos' testimony about his antinunion remarks to Union President Gutierrez; and that Union President Gutierrez himself admitted that other union members told him about Matos' antiunion remarks. Based upon the foregoing credible evidence I hereupon conclude and find that not only did Matos make remarks against the Union and Union President Gutierrez on several occasions, but that the Union (President Gutierrez) also had knowledge of Matos' antiunion remarks. With respect to the question as to whether Respondent Union discharged its fiduciary duty to properly advise Matos of his obligation for membership in the Union, the credible evidence shows that the union and management representatives asked Matos about his union membership on several occasions and, at the same time, told him that it was necessary for him to join the Union, that if he did not join the Union his job could be in jeopardy or he could be discharged for not obtaining membership in the Union. Although Manager Fernandez reported his conversation with Matos about his nonmembership to Union Vice President Rosich, he nevertheless admitted that he did not know that the Union could request the discharge of Matos. Matos did not deny the occurrence nor the substance of these conversations. Thus, the above conversations with Matos about his nonmembership were pursued by the Union and Matos certainly had knowledge of Respondent Union's efforts to subscribe his membership. However, the only question raised by the several conversations is whether they constituted clear notice of what was required of Matos, so as to enable Respondent Union to enforce its union-security agreement. As counsel for the General Counsel pointed out, the Board has long held that: [W]hen a union requires a new employee to perfect membership under a lawful union-security agreement, it has a duty to notify the employee, at some point, as to what his "membership" obligations are. To permit a union to lawfully request the discharge of an employee for failure to meet his dues-paying obligations, where the provisions relating to such obligations are not disclosed to the employee, would be grossly inequitable and contrary to the spirit of the Act. Philadelphia Sheraton Corporation, 136 NLRB 888, 896 (1962), enfd. sub nom. N.LR.B. v. Hotel, Motel and Club Employees' Union, Local 568, AFL-CIO, 320 F.2d 254 (C.A. 3, 1963). The Board has further held that, 778 PUEBLO INTERNATIONAL, INC. where the protection of an individual employee's right to continued employment is to be balanced against the statutorily restricted right of a union to enforce a union-security agreement requiring membership as a condition of employment, a union must show that it has dealt fairly with the employee and given him clear notice of what is required of him. Absent such a demonstration the individual's rights must be held paramount and protected. [Local 545, International Union of Operating Engineers, AFL-CIO (Joseph Sara- ceno & Sons, Inc.), 161 NLRB 1114, 1121 (1966).] Most of the conversations with Matos involved an inquiry as to why he was not paying dues, or statements to the effect that he should become a member, that it was necessary that he become a member, and management (Fernandez) told him if he did not become a member he could jeopardize his job or be discharged. Although Union President Gutierrez told Matos it was necessary that he join the Union such statement was not couched in language which embraced a time frame nor did it constitute an ultimatum to Matos to join the Union or the Union would recommend his discharge. Nor did Union President Gutierrez advise Matos that under the contract the Union could recommend his discharge. The record does not show that Matos had ever seen or was ever given a copy of the contract or a written and formal notice as an ultimatum to join the Union within a certain period of time or be subject to the Union's recommendation for his discharge. When all of the above factors are considered along with the fact that no union representative ever mentioned the contractual nature of the union-security provision, a copy of which contract Matos has never seen, as well as the long duration (3 or 4 years) of Matos' nonmembership employ- ment with Respondent Employer, it would be highly speculative to conclude that such conversations with Matos constituted the clear notice of Matos' obligation under the contract which the Board's decisions require. Consequentially, I conclude and find such conversations insufficient to support a finding that the Union discharged its fiduciary duty to properly and clearly notify Matos of his obligations under the union-security contract. It is particularly noted that the strongest admonition to Matos about his nonmembership in the Union was given by Manager Fernandez and not by any representative of the Union. Hence, it becomes inconceivable on the record to find that Respondent Union ever discharged its fiduciary duty to clearly notify Matos of his membership obligations under the union-security provisions of either contract. Thus, having failed to notify Matos with respect to the nature and extent of his contractually defined membership obligations, Respondent Union could not lawfully seek his discharge for a failure to satisfy its membership require- ment. International Association of Bridge, Structural and Ornamental Reinforced Iron Workers, Riggers & Machinery Movers, Local Union 377, AFL-CIO, 189 NLRB 68 (1971). However, even if the Union's notice to Matos were in fact found clear and sufficient within the context of the law, I nevertheless conclude and find that Respondent Union's recommendation for his discharge, having oc- curred within such close proximity to his prior antiunion remarks, clearly reveals the Union's overriding discrimina- tory motive for recommending Matos' discharge. Since Matos has been working in the North store for well over I year without any serious threat of discharge while both union and management representatives were well aware he was not a member of the Union and did not pay dues, it becomes even clearer that the Respondent's contention that Matos was discharged for failure to join the Union and pay dues is a pretext to mask their otherwise unlawful discharge of Matos for his antiunion remarks. In other words, Matos "could well have assumed" that Respondent Union was not really interested in securing his membership or did not deem it urgent, and that he could work freely for Respondent Employer while remaining a nonmember as he had done successfully for over 3 years. Rocket and Guided Missile Lodge 946, International Association of Machinists and Aerospace Workers, AFL-CIO (A erojet-General Corpo- ration), 186 NLRB 561 (1970). I do not deem significant the fact that Matos was discharged within less than 31 days after the execution, or the effective date of the current contract, as distinguished from his long working tenure and nonmembership in the Union under the prior contract. In either event, Respon- dent Union did not give clear and sufficient notice to Matos and its recommendation for his discharge, accompa- nied by Respondent Employer's actual discharge of Matos, having been discriminatorily motivated by Matos' anti- union remarks instead of his failure to join the Union and pay dues, constituted a violation of Sections 8(b)(2) and 8(a)(3) and (I) of the Act as alleged. IV. THE EFFECT OF THE UNFAIR LABOR PRACTICES UPON COMMERCE The activities of Respondent Employer set forth in section III, above, occurring in connection with the operations of Respondent Employer described in section 1, above, have a close, intimate, and substantial relationship to trade, traffic, and commerce among the several States and tend to lead to labor disputes burdening and obstruction commerce and the free flow of commerce. V. THE REMEDY Having found that Respondent Employer and Respon- dent Union have engaged in unfair labor practices warranting a remedial order, I shall recommend that they cease and desist therefrom and that they take certain affirmative action to effectuate the policies of the Act. It having been found that Respondent Union recom- mended the discharge of Roberto Matos Burgos and that Respondent Employer complied with such request by discharging Roberto Matos Burgos in violation of Section 8(b)(2) and 8(a)(3) of the Act, respectively, the recommend- ed Order will provide that Respondent Employer offer Roberto Matos Burgos reinstatement to his job, and that Respondent Employer and Respondent Union, jointly and severally, make him whole for loss of earnings if any, within the meaning and in accord with the Board's decision in F. W. Woolworth, Company, 90 NLRB 289 (1950), and Isis Plumbing & Heating Co., 138 NLRB 716 (1962), except 779 DECISIONS OF NATIONAL LABOR RELATIONS BOARD as specifically modified by the wording of such recom- mended Order. Because of the character of the unfair labor practices herein found, the recommended Order will provide that Respondent Union and Respondent Employer cease and desist from or in any other manner interfering with, restraining, and coercing employees in the exercise of their rights, guaranteed by Section 7 of the Act. N.L.R.B. v. Entwistle Mfg. Co., 120 F.2d 532, 536 (C.A. 4, 1941). Upon the basis of the above findings of fact and upon the entire record in this case, I make the following: CONCLUSIONS OF LAW 1. Pueblo International, Inc., the Respondent Employ- er is an employer engaged in commerce within the meaning of Section 2(6) and (7) of the Act. 2. Union de Empleados de los Supermercados Pueblo, Respondent Union, is and has been at all times material herein a labor organization within the meaning of the Act. 3. By causing Respondent Employer to discriminate in regard to tenure of employment of Roberto Matos Burgos for uttering remarks against the Union, Respondent Union has engaged in unfair labor practices condemned by Section 8(b)(2) of the Act. 4. By discriminating in regard to tenure of employment of Roberto Matos Burgos, by discharging him in reliance upon Respondent Union's request that Matos be dis- charged for failing to join the Union and pay union dues in accordance with the Union's security contract provisions, Respondent Employer also interfered with, restrained, and coerced its employees in the exercise of rights guaranteed in Section 7 of the Act, and thereby engaged in unfair labor practices condemned by Section 8(a)(1) of the Act. 5. The aforesaid unfair labor practices affect commerce within the meaning of Section 2(6) and (7) of the Act. [Recommended Order omitted from publication.] 780 Copy with citationCopy as parenthetical citation