172 NLRB 594
Jacobe-Peason Ford, Inc.
594
DECISIONS OF NATIONAL LABOR RELATIONS BOARD
Jacobe-Pearson Ford, Inc. and Lodge 744, District
37, International Association of Machinists and
Aerospace
Workers,
AFL-CIO.
Case
23-CA-2705
June 27, 1968
DECISION AND ORDER
BY CHAIRMAN MCCULLOCH AND MEMBERS FANNING
AND BROWN
On February 29, 1968, Trial Examiner Maurice
S. Bush issued his Decision in the above-entitled
proceeding, finding that Respondent had engaged
in and was engaging in certain unfair labor prac-
tices and recommending that it cease and desist
therefrom and take certain affirmative action, as set
forth in the attached Trial Examiner's Decision.
Thereafter, the Respondent filed exceptions to the
Decision and a supporting brief.
Pursuant to the provisions of Section 3(b) of the
National Labor Relations Act, as amended, the Na-
tional Labor Relations Board has delegated its
powers in connection with this case to a three-
member panel.
The Board has reviewed the rulings of the Trial
Examiner made at the hearing and finds that no
prejudicial error was committed. The rulings are
hereby affirmed. The Board has considered the
Trial Examiner's Decision, the exceptions and brief,
and the entire record in the case, and , finding merit
in the exceptions of Respondent, hereby adopts the
findings, conclusions , and recommendations of the
Trial
Examiner only to the extent consistent
herewith.
The Trial Examiner concluded that Respondent
violated Section 8(a)(5) and (1) of the Act by
denying union representation to employee Clarence
Motes at a scheduled meeting with management on
May 5, 1967.' The meeting was to have dealt with
Motes' refusal to accept a job assignment the day
before. The Trial Examiner held that Motes was en-
titled to representation under the Act on the
ground that he faced "potential" discipline in the
meeting . The Examiner believed the facts here to
be "essentially the same" as those of Texaco, Inc.,
168 NLRB 361, where violations were found. We
do not agree.
The record shows that Motes turned back a tail-
light repair job which was received about 5:25 p.m.
on May 4. But it is not clear how company rules ap-
plied to Motes' action, and Respondent refrained
from making an immediate disciplinary judgment.
Thus, company rules specified employee quitting
time as 5:30 p.m., "unless there is a job to be done
and completed by 6 P.M." There was no "promis-
ed" time indicated on the ticket for this job; and
Motes, estimating 45 to 60 minutes of work,2 ap-
parently felt justified in declining to take a job ex-
tending beyond 6 p.m.3
The nex day, Motes discovered that his timecard
was pulled, which, in the minds of employees,
generally signaled discharge . However, the record
does not in fact establish that this general feeling
accurately reflected Respondent's practice. Thus,
only two specific instances of discharge following a
pulled timecard were cited; and Motes admitted
that no one in management had told him of such a
practice. According to Service Manager Sherwood,
a pulled timecard signifies only that management
wants to talk to the employee.
It also appears that Motes ' supervisor failed to
dispose of the matter himself that morning, but
kept Motes waiting and indicated the company pre-
sident was on the way. While this conduct may
have looked ominous to Motes, it does not follow,
of course, that Respondent had already definitely
committed itself to a disciplinary course of action.
That there was no preinterview decision to
discharge Motes was an assurance communicated
to the Union by Respondent's Service Manager
Sherwood and by its Attorney Ford. Ford told
Union Representative O'Neal that:
... on the basis of what the company knew at
that time, that the company was not planning
to discharge the man but that if the man
revealed some additional facts, such as, he had
deliberately left and didn't care whether the
company had a problem serving its customers
or something like that, it might be necessary to
re-evaluate our position.4
Ford also advised O'Neal that the Union would be
informed of any disciplinary decision reached, and,
if the Union was dissatisfied, it could take the
matter to the bargaining table.
All these facts, and the record as a whole,
establish to our satisfaction that, when Motes was
invited to meet with management alone on May 5,
Respondent had not reached any decision to
' Consequently , the Trial Examiner found an employee walkout on May
5 to be an unfair labor practice strike
2As it turned out, the job took 40 minutes for another mechanic aided by
the service writer
3 However , the record also shows that Motes had worked beyond 6 p.m
on some 21 occasions during the preceding 19 weeks.
' Ford's unwillingness at the time to provide any "blanket immunity"
from discharge does not , in our view , detract from his information -seeking
explanation for the meeting with Motes Respondent's evidence is that
Ford alone was vested with making discharge decisions, though it does not
appear whether this fact was known to the employees or the Union
172 NLRB No. 84
JACOBE-PEARSON FORD, INC.
discipline him. Rather, the facts show that Respon-
dent was investigating the events of the day before
and was seeking Motes' version thereof. It promised
to explain to his bargaining representative any deci-
sion reached as a result of the meeting, and to pur-
sue the matter further at the bargaining table. The
"potential" for disciplinary action was remote and
the purpose of the meeting essentially for the
gathering of information. We find that, in view of
the absence of any definite adverse action taken on
Motes and Respondent 's willingness to explain and
bargain with the Union any disciplinary decision
made, Respondent did not breach any statutory
obligation in denying union representation to Motes
at the factfinding meeting of May 5.1 Accordingly,
we shall dismiss 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 complaint
herein be , and it hereby is, dismissed in its entirety.
"See Chevron Oil Company,
168 NLRB 574.
Texaco Inc
Houston
Producing Division , 168 NLRB 361, upon which the Trial Examiner relied,
presented facts which were distinguishable from those herein
TRIAL EXAMINER'S DECISION
MAURICE S. BUSH , Trial Examiner: The central
issue in this case is whether Respondent, a Ford
Motor agency , is in violation of Section 8(a)(1)
and (5) of the National Labor Relations Act for its
refusal to allow employee Clarence E. Motes, both
at his request and that of the Union, to have the
Union represent him at a meeting with management
to which he had been summoned for interrogations
on his work performance of May 4, 1967, under all
the circumstances of record herein. The second
issue herein is whether the strike called and still in
progress because of Respondent's refusal to allow
Motes to have union representation at the meeting
to which he was summoned is an unfair labor prac-
tice strike.
The complaint was issued on September 14,
1967, pursuant to charges duly filed by the Union.
The answer to the complaint, as modified by stipu-
lations at the trial , raises issues only with respect to
the unfair labor practices charged by the complaint.
The case was tried at Houston, Texas, on
November 29 and 30, 1967. Briefs were duly filed
by General Counsel and Respondent on January 15
and 17, 1968, respectively. These have been care-
fully reviewed and considered.
Upon the entire record and from his observation
of the witnesses, the Trial Examiner makes the fol-
lowing:
FINDINGS OF FACT
1.
THE BUSINESS OF THE RESPONDENT
595
Respondent Jacobe-Pearson Ford, Inc., a Texas
corporation, is engaged in the business of the retail
sale of Ford automotive products and service at
Houston, Texas, where it maintains its principal of-
fice and place of business. During the 12 months
prior to the issuance of the complaint, which is a
representative period, Respondent derived gross
revenue from the sale of Ford automotive products
and the service of such products in excess of
$500,000 and has purchased goods valued in excess
of $50,000 from points outside the State of Texas
which were shipped directly to Respondent's place
of business in Houston . The Company is an em-
ployer engaged in commerce within the meaning of
Section 2(6) and (7) of the Act.
II.
THE LABOR ORGANIZATION
Lodge 744, District 37, International Association
of Machinists and Aerospace Workers, AFL-CIO,
is a labor organization within the meaning of Sec-
tion 2(5) of the Act.
III.
THE ALLEGED UNFAIR LABOR PRACTICES
Respondent employs approximately 65 em-
ployees in its authorized Ford service and parts de-
partment at its Houston place of business. The
pleadings establish that these employees, consisting
of mechanics, body, paint, and lubrication men,
parts clerks, helpers, and porters, constitute a unit
appropriate for purposes of collective bargaining
within the meaning of Section 9(a) of the Act.
On December 7, 1966, the Company polled the
employees in the above-described unit to determine
if they desired to be represented by the Union here
involved. As a result of a majority vote in favor of
the Union, the Company on January 17, 1967,
signed a "Recognition Agreement" with the Union
which designated the Union as the sole and exclu-
sive bargaining representative of the employees in
the unit. Between January 17 and May 5, 1967, the
critical date herein, the Company and the Union
met some 10 times in bargaining sessions, but up to
the trial of this matter no contract had been
reached by the parties.
Respondent's agents and supervisors at the times
here pertinent have been S. J. Sherwood, its busi-
ness manager; Thurman Ellis "Red" Jones, its
general manager, and Tommy Barnes, its service
manager. Of these three individuals, only Sherwood
testified in this proceeding.
Under the Company's posted rules, the working
hours for its shop employees in the involved unit
are from 8 a.m. to 5:30 p.m. "unless there is a job
to be done and completed by 6:00 P.M."
At 5:25 p.m. on May 4, 1966, or 5 minutes be-
596
DECISIONS OF NATIONAL LABOR RELATIONS BOARD
fore the regular quitting time for mechanics,
Dispatcher John J. Bennie assigned the replace-
ment of a broken taillight on a European manufac-
tured Ford Cortina to the aforementioned Clarence
Motes, an employee of some 2 years' standing and
a union member . Bennie estimated the job would
take 5 minutes. The Ford service manual gives an
estimated time of 18 minutes for the job; the
evidence shows that repair jobs sometimes take
more or less time than the manual 's estimated
times.
Motes, after drawing the parts for the job, ob-
served that the replacement could not be made
from the outside but would have to be made from
the inside and would require both the removal of
the spare tire and taillight housing from the luggage
compartment.
Motes, an experienced mechanic
with an established reputation for being a fast
worker, estimated that the job would take from 45
to 60 minutes to complete and that this would take
him beyond the Company's 6 p.m. deadline for the
termination of the workday. The ticket order on the
job showed no "promised" time for the completion
of the job in the space allotted for such showing.
Motes returned the ticket to Dispatcher Bennie
with the remark that he could not finish the job by
6 p.m. and suggested to him that he get someone
else, perhaps a salaried man, to do the job if the
repair had to be completed that day, but told
Bennie that he had arranged with a porter to do the
job, if that was satisfactory.
Bennie accepted the return of the taillight job
without question or argument, and Motes clocked
out for the day. Instead of having the porter do the
job, Bennie returned the service ticket on the car to
Charles Castleberry, the service writer who had
received the car from the owner and had written up
the taillight replacement order. At 5:35 p.m. Cas-
tleberry asked Sam McDaniel, another mechanic in
the shop, if he would "help him fix the car." Mc-
Daniel , already in his street clothes and ready to
clock out, agreed. McDaniel discovered that Motes
had drawn a lens for the wrong side of the car.
While Castleberry went to the parts department to
exchange the lens for the right side , McDaniel com-
menced work on the car . This involved removing
the spare tire and cardboard cowling inside the lug-
gage compartment held in place by a half dozen
screws, and finally the entire taillight assembly it-
self. The removal of the latter required the grinding
out of several rivets before the new lens could be
installed . Although Castleberry assisted McDaniel,
most of the work was done by the latter . McDaniel
testified that he finished the job some time between
6:30 and 6:45 p.m. However, McDaniel's timeclock
card shows that he punched out at 18.3 which by
stipulation the parties agree means a punch out
' Castleberry 's service ticket on the car shows that he received the car at
5 20 p in of the day here in question or 10 minutes before the normal 5 30
p in quitting time for shop employees
sometime between 6:12 and 6:18 p.m. The Ex-
aminer finds
and concludes from the above
evidentiary facts that McDaniel clocked out at 6:15
p.m., give or take a minute or two, or some 40
minutes after he started the job with the assistance
of Castleberry.
During the time McDaniel was making the tail-
light replacement in the presence of Castleberry,
Service Manager Barnes approached Castleberry
and asked him what the trouble was. Castleberry
explained that he had received the taillight job in
the late afternoon,' but had not realized it would
take so much time until he heard that Motes had
turned the job back because he estimated that he
couldn't finish the job before the end of the max-
imum prescribed workday, to wit, 6 p.m.2
Barnes telephoned Respondent's Service Man-
ager Sweeney at his home to report the incident
of Mote's turnback of the job. Sweeney in turn
telephoned Business Manager Sherwood at the
shop to inform him of the Motes incident. Sher-
wood instructed Sweeney to pull Motes' timecard.
There is circumstantial evidence that Barnes had
already pulled Motes' card immediately after he
had learned from Castleberry that Motes had re-
turned the taillight job to the dispatcher because
he didn't think he could finish it by 6 p.m.
The next morning on reporting to work, Motes
found his timecard missing from the rack. He sought
out Barnes to determine the reason for his missing
card. Barnes informed Motes that he wanted to
discuss something with him and instructed him to
wait for him in his (Barnes') office until he was
ready to see
him.
After waiting for some 20
minutes, Motes looked up Barnes in the shop and
asked if he was ready to see him. Barnes explained
that the delay was due to the fact that they were
waiting for Robert Pearson, the president of the
Company and owner of the building, before Motes
could be talked to. Barnes reinstructed Motes to
wait for him in his office. Instead Motes looked up
two of his fellow mechanics , Union Committeemen
Frank Glidden and David Marrs, had coffee with
them , and informed them that his timecard had
been pulled , and that Barnes had asked him to wait
for him in his office but had not disclosed what he
wanted to see him
about.
Following the cof-
feebreak, Barnes spotted Motes and indicated to
him that he was to go to Business Manager Sher-
wood's office. At this point, Motes told Barnes that
he was a union member and requested that Glidden
and Marrs be allowed to accompany him as his
union representatives at the interview with Sher-
wood. Barnes declined the request on the ground
that management wanted to see Motes on a per-
sonal matter and that it did not concern anybody
else. Alternate Committeeman Herbert Cornelius,
' The findings shown in the above paragraph are based upon the uncon-
tradicted testimony of McDaniels who overheard the conversation between
Castleberry and Barnes Castleberry did not testify at the trial
JACOBE-PEARSON FORD, INC.
another mechanic, overhearing the conversation,
took issue with Barnes, and asserted "that it was
not a personal matter, because we were a union
shop now." Glidden and Marrs requested of
Barnes that they be allowed to accompany Motes
for his interview with Sherwood, pursuant to Motes'
request. Barnes similarly denied their requests and
instructed them to either return to work or clock
out. They refused to do either. By this time most of
the service department employees, having been
made aware of what was going on, quit work and
gathered in a *roup in the shop to discuss the
matter. Up to this point, no one in management had
told Motes or anyone else in the unit why Motes
was being summoned to Sherwood's office, but the
evidence shows that Motes and the employees in
the shop apprehended that Motes was being called
in for discipline in connection with the taillight job
that he had turned back late in the preceding day
for the reasons heretofore stated.
Committeeman Glidden has had 21 years of em-
ployment with Respondent. His testimony, based on
his observations during this period of employment,
establishes that the pulling of an employee's
timecard generally signifies that the employee is to
be discharged, except where the card is missing
from the rack on a Thursday which is payday and in
that event the absence of a card from the rack is
generally an oversight on the part of the paymaster
in failing to return the card to the rack after making
up the payroll. Motes' card was missing from the
rack on a Friday, May 5. Motes was aware of the
tradition in the shop that the pulling of a timecard
on a day other than payday signifies a discharge.
Motes feared that the pulling of his card coupled
with the notice that he was to see Business Manager
Sherwood augured his discharge. Union Commit-
teemen
Glidden
and
Marrs
and the other
mechanics in the shop also believed that the pulling
of Motes' timecard meant that he was in danger of
losing his job.
Barnes
reported
to
Sherwood that
Motes
declined to see him unless he had union representa-
tion. As Barnes was conveying this information to
Sherwood, Sherwood saw through the window of
his office that many of the service employees had
quit work and were gathered in a group close to his
office. Sherwood picked up the telephone and re-
ported the situation to Mr. Pearson, Respondent's
president, and then, on instruction, placed a long-
distance telephone call to Respondent's counsel,
William F. Ford, at his Atlanta law office but was
unable to reach him immediately because he was
out of town.3
Shortly thereafter J. R. O'Neal, the Local's busi-
ness
representative,
Bill
Wolf, a grand lodge
representative, and a Mr. Hensley, union counsel,
' Mr. Ford was one of Respondent 's counsel at the trial of this case He
testified as to his negotiations with the Union with respect to the union de-
mand that Motes be allowed union representation
Mr Motes very
properly refrained from participating at the trial as counsel for Respondent
597
arrived at different times at Respondent's place of
business, in response to a call that there was a
union problem there. Of these persons only O'Neal
testified at the trial herein. Upon arrival, O'Neal
noted that the service department employees were
in a group near Sherwood's office and that Wolf
and Sherwood were close by. The record shows
that Sherwood at first declined to talk to O'Neal or
Wolf, but eventually spoke to them and Hensley.
Upon inquiry from O'Neal as to what the problem
was with Motes, Sherwood explained that Motes'
card had been pulled because management wanted
to speak to him about his failure to stay and
complete the taillight job of the previous day. This
was the first disclosure on the part of anyone in
management to the service department employees
as to why Motes was being summoned to see Sher-
wood although, as heretofore indicated, Motes and
his fellow workers suspected that this was what
management had in mind.
At these informal conferences with the union
representatives, Sherwood asserted the Company's
right to interview Motes alone about the taillight in-
cident without the presence of union representa-
tives at the interview. When asked by the union
spokesmen about the possibility that Motes might
be discharged, Sherwood denied that there was any
preinterview decision to fire Motes at the interview.
But when the Trial Examiner inquired whether any-
one in management at that particular time gave as-
surance to O'Neal or Motes that Motes would not
be fired, Sherwood replied: "No, sir, Mr. Ford is
our spokesman for matters pertaining to labor." At
the time Sherwood first talked to O'Neal which was
somewhere around 9:30 a.m. on May 5, 1967,
Sherwood had not yet had a response to the long-
distance call he had placed to Mr. Ford, Respon-
dent's attorney.
A few minutes later Ford returned Sherwood's
telephone call. In all he spoke to Sherwood and
O'Neal over the telephone some three or four
times that morning and early noon.
Prior to and during the course of these telephone
conversations, most of the employees in Respon-
dent's service department had quit work and were
standing in a group waiting for a resolution of the
Motes' problem. The first time Ford called, he
spoke to Mr. Pearson, Respondent's president, as
well as Sherwood, before he asked to speak directly
to Union Representative O'Neal. Ford testified at
length at the trial as to what was said in these
telephone conversations with O'Neal and as to the
authority he had to handle Respondent's labor
problems. Ford's testimony shows that sometime
prior to the Motes' taillight incident Respondent
had given Ford complete authority to decide
whether
any
of its employees were to be
with respect to the negotiations he carried on for Respondent with respect
to the Motes' incident. Mr. Bacheller, cocounsel for Respondent, han-
dled this aspect of Respondent's case at the trial.
598
DECISIONS OF NATIONAL LABOR RELATIONS BOARD
discharged, but his testimony also shows that this
arrangement was completely unknown to any of the
employees or union representatives prior to the
time Ford spoke to O'Neal over the telephone that
morning.
In these telephone conversations with Ford,
O'Neal requested permission for union repre-
sentation for Motes pursuant to his request at the
interview wanted by the Company with Motes
concerning the taillight job because of the fear that
the interview might affect Motes' terms and con-
ditions of employment. Ford rejected the request
and asserted the right of the Company to interview
Motes alone as a management prerogative in the
course of the day-to-day operation of its business.
O'Neal then asked for permission for a union
representative to be merely present but com-
pletely silent at the interview in order to give Motes
the protective benefit of a union witness as to what
went on at the interview in the event he was later
falsely charged with saying something at the inter-
view he didn't say adverse to his employment
rights. Ford likewise refused this request.
With respect to the fear expressed by Motes and
his fellow workers that the interview the Company
wanted with Motes might result in the loss of his
job, Ford's testimony at the trial shows that he told
O'Neal in his telephone conversations with him that
morning, "that the company was not planning to
discharge Motes, that the company simply had a
desire to speak with the man, but thus far has been
unable to do this because they couldn't get him to
come in without the steward being present." How-
ever, Ford's testimony also shows that he "cau-
tioned" O'Neal "not to go out though and say we
[Respondent] were granting Motes a blanket im-
munity against discharge because that would not be
accurately reporting what I said." Ford's testimony
also reveals that he also told O'Neal that although
the Respondent on the basis of the information it
had prior to the requested interview with Motes
was not planning to discharge him, if it developed
at the interview that Motes "revealed some addi-
tional facts, such as, he had deliberately left and
didn't care whether the company had a problem
serving its customers or something like that, it
might be necessary to reevaluate our position."
The telephone conversations between Ford and
O'Neal ended in an impasse, with Ford asserting
and insisting upon the right of the Company to
speak to Motes alone and without union represen-
tation about the taillight incident as a managerial
prerogative in the day-to-day operation of its busi-
ness, and with O'Neal asserting and demanding the
right of union representation for Motes at the inter-
view pursuant to his request because of the ap-
prehension and anticipation on the part of both
Motes and the Union that the interview could result
in his discharge or some other disciplinary action.
At this juncture Ford requested O'Neal "to go
out and ask the employees if they were not going to
work, to leave the premises." Upon O'Neal's
refusal to comply with this request, Respondent's
General Manager "Red" Jones at or about .1:30
p.m. addressed the service department employees
who had stopped work because of the Motes' in-
cident and ordered them to either go to work or
leave the premises.
Upon receipt of this ultimatum, 34 employees of
the unit retired to a union hall where they voted
unanimously by secret ballot to strike in support of
Motes' demand for union representation at the in-
terview with management personnel to which he
was being summoned because of their apprehension
that the interview could result in his discharge or
other disciplinary action affecting the terms and
conditions of his employment. The strike and
picketing commenced on the same day, May 5,
1967, and was still in progress at the time of the
trial herein in late November 1967. Motes par-
ticipated in the strike and picketing until he took
employment elsewhere. The interview the Respon-
dent wanted with Motes has never taken place.
Discussions and Conclusions
As noted in the opening paragraph of this Deci-
sion, the central issue in the case is whether the
Company is in violation of Section 8(a)(1) and (5)
of the National Labor Relations Act for its refusal
to allow employee Clarence E. Motes, both at his
request and that of the Union, to have the Union
represent him at the meeting with management to
which he was summoned for interrogation on his
work performance of May 4, 1967, under all the
circumstances of the case. Respondent has more
graphically telescoped the central issue into the
question of "whether or not the proposed conversa-
tion between Management and Motes was an effort
on the part of the Company to deal with Motes on a
matter affecting terms and conditions of employ-
ment to the extent that a Union representative had
a right to be present?" The discussion below will
address itself to the issue as stated by Respondent.
Section 9(a) of the Act provides that, "Representa-
tives designated or selected for the purposes of col-
lective bargaining by the majority of the employees
in a unit for such purposes, shall be the exclusive
representatives of all the employees in such unit for
the purposes of collective bargaining in respect to
rates of pay, wages, hours of employment, or other
conditions of employment ...."
The guideline case on this issue is the Board's
recent decision in Texaco, Inc., Houston Producing
Division, 168 NLRB 361, which came to the atten-
tion of all counsel herein prior to the trial of this
matter. In that case the Board held that the deter-
mining factor in situations such as here present is
whether an employee is being called into a con-
ference by management on "matters affecting his
terms and conditions of employment." Under the
facts in that case the Board found the Texaco com-
pany had called in the employee therein involved
JACOBE-PEARSON FORD, INC.
599
for a conference on matters affecting his terms and
conditions of employment and, therefore , held that
Texaco's refusal to grant the employee's request for
union representation at the conference was a viola-
tion of both Section 8(a)(1) and (5).
Counsel for General Counsel contends that the
Texaco case is controlling here because the Respon-
dent herein , as was true of the employer in the Tex-
aco case , was seeking to have an employee ( Motes)
provide Respondent with adverse information on
matters which could result in his discharge or
otherwise seriously affect the terms and conditions
of his employment.
Counsel for Respondent, on the other hand, con-
tends that the Texaco case has no application to the
instant case because of what it deems an important
factual difference in the two cases in that in the
present case, unlike the Texaco case , the meeting
the Respondent wanted with the employee Motes
never took place and thus the question of "whether
or not the proposed interview with Motes was an
effort to deal with him concerning the terms and
conditions of employment can never be established
with any certainty."
Respondent also contends that its proposed inter-
view with Motes under the evidence of record falls
into
the
category
of "ordinary conversations
between Management and employees " which "do
not require the presence of the Union." However,
Respondent acknowledges that there can be "spe-
cial circumstances" under which an employee is
called in for a conference which would entitle the
employee to union representation and concedes
that "in this case, the Trial Examiner must decide if
Motes' terms and conditions of employment were
in such jeopardy as to justify relieving other work-
men [Union committeemen Glidden and Marrs]
when the Company talked to him or delaying talk-
ing until a nonemployee representative [ union busi-
ness agent] could arrange to be present."
In the Texaco case the Employer scheduled a
meeting in connection with its investigation of an
alleged theft of a can of kerosene by one of its em-
ployees. The employee, who had already been
suspended without pay for the alleged theft, was in-
vited to appear and defend himself at the meeting.
The union intervened and requested the right to
represent the employee at the meeting. The em-
ployer denied the request. The employee neverthe-
less appeared at the scheduled meeting where at
the outset he requested union representation. Upon
the denial of his request , the employee submitted to
questioning by company officials. As a result of the
employer's
investigation ,
the
employee
was
suspended without pay for a period of a little over
16 working days . The Board found that the em-
ployee was not invited to attend the meeting solely
to provide the company representatives with infor-
mation concerning the alleged theft as the facts
with respect thereto had become known to com-
pany representatives 2 weeks earlier , but rather to
provide a record to support disciplinary action, if
deemed appropriate. Accordingly, the Board held
that Texaco at the meeting "sought to deal directly
with [employee] Alaniz concerning matters affect-
ing
his terms and conditions of employment"
without the requested union representation which it
found to be a violation of both Section 8(a)(1) and
(5) of the Act.
The situation in the instant case is essentially the
same except that in the Texaco case the meeting
with the employee actually took place although
without the requested union representation whereas
in the instant case Respondent never succeeded in
having its meeting with Motes because of his refusal
to come to the meeting without union representa-
tion and Respondent's refusal to see him except
alone. The Trial Examiner is of the opinion that this
noted difference is immaterial to the central
question of whether Motes was being summoned to
a meeting which could affect the terms and condi-
tions of his employment.
In the instant case as in the Texaco case, the in-
vestigation into the suspected misconduct of the in-
volved employee had already taken place and the
essential facts with respect thereto were well known
to Respondent prior to the time Motes was sum-
moned for a meeting with its business manager,
Sherwood. These facts are that the Company's own
posted rules provide for a workday of 8 a.m. to
5:30 p.m., "unless there is a job to be done and
completed by 6:00 P.M."; that the taillight job here
in question came in at 5:20 p.m. as is shown on the
service ticket (G.C. Exh. 5); that Motes did not
receive the car for the repair until 5:25 p.m.
(Motes' testimony on this is undisputed); that
Motes had estimated that the job would require him
to work beyond 6 p.m.; that he had turned the job
back to Dispatcher
Bennie , who accepted the
return without argument or questioning; and that
the mechanic who agreed to take the reassignment
of the job required until 6:15 p.m., or some 40
minutes, to complete the job with some assistance
from Ticket Writer Castleberry.
Under these circumstances with all the essential
facts concerning the taillight job already in the pos-
session of management at the time his card was
pulled, Motes had reason to believe as the record
shows that the pulling of his card augured possible
discharge or other disciplinary action for him
because of his turnback of the taillight job the night
before. The record makes it clear that the events
which occurred after he found his timecard missing
could only enhance rather than reduce his fear that
his job was in jeopardy. If an ordinary reprimand
was in order for the taillight incident, it would nor-
mally have come from Barnes, Motes' immediate
supervisor. Instead Barnes gave Motes no inkling as
to why his card had been pulled, but instead
directed Motes to wait for him in his (Barnes') of-
fice. It was only after Motes had waited for some 20
minutes that Barnes informed him that the delay in
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DECISIONS OF NATIONAL LABOR RELATIONS BOARD
getting to Motes about the reason for the pulling of
his card was due to the fact that the supervisory
personnel was awaiting the arrival of Respondent's
president before Motes was to be spoken to. This,
together with the fact that the latter was later
directed to the office of Respondent's business
Manager , Sherwood, could and did only compound
his fear that the meeting that he was being called to
would affect the terms and conditions of his em-
ployment.
In addition and even more importantly Motes
also knew from conversations with long -term em-
ployees in Respondent's employment that the
pulling of an employee's timecard on a nonpayday
usually
meant that the employee was to be
discharged. Sherwood in his testimony admitted
that he could offer no guarantee to the union
representatives at the time they demanded union
representation for Motes that Motes would not be
discharged at the meeting in his office to which he
was being summoned , but instead told the union
representatives that the ultimate decision as to
whether Motes would be discharged would be up to
Mr. Ford as Respondent's attorney.
Mr. Ford's testimony makes it abundantly clear
that Motes was , indeed , in potential jeopardy of los-
ing his job at the management meeting to which he
had been summoned. Ford's testimony shows that
although in the long-distance telephone con-
ferences he had with Union Agent O'Neal in the
morning of May 5, 1967, he sought to give as-
surances that Respondent had no then -present plan
or intention of discharging Motes at the meeting to
which he had been called, he put the Union on
sharp notice that he was not granting Motes "blan-
ket immunity against discharge " and that the Com-
pany reserved the right "to reevaluate our position"
In the event developments at the proposed meeting
with Motes showed that "he had deliberately left
and didn't care whether the company had a
problem serving its customers or something like
that." He made this reservation despite the fact that
it was already then known by management that
Motes did not leave the Company in the lurch on
the taillight job but had arranged for a porter to
complete the job and had notified the dispatcher of
his return of the job because of the time element in-
volved and had received no objection from the
dispatcher.
The Trial Examiner finds and concludes from the
entire record that the meeting to which Respondent
summoned Motes on May 5, 1967, was called for
the purpose of dealing directly with Motes alone
and without union representation on matters poten-
tially affecting his terms and conditions of employ-
ment, despite the fact that the employees in the in-
volved unit had selected the Union to deal with the
Respondent on such matters and the fact that
Motes had requested union representation at the
proposed meeting and the further fact that the
Union was asserting the right to represent Motes at
the meeting pursuant to his request . Accordingly,
the Examiner further finds in the circumstances
here that Respondent's refusal to honor Motes'
request that the bargaining representative be per-
mitted to represent him at the meeting interfered
with and restrained him in the exercise of his rights
guaranteed by Section 7 of the Act. The Examiner
further finds that in view of Motes' request for
union representation at the
meeting and the
Union's urgent and repeated requests to the Com-
pany that it be permitted to represent Motes at the
said meeting, Respondent's refusal to deal with the
Union at the proposed meeting, and Respondent's
insistence upon dealing directly with Motes on mat-
ters potentially affecting the terms and conditions
of his employment transgressed Respondent's statu-
tory obligation to bargain with the Union on such
matters. It is accordingly found that the Respon-
dent by the above conduct violated Section 8(a)(I)
and (5) of the Act.
The Trial Examiner further finds and concludes
that the strike on the part of the members of the
unit here involved which commenced in the after-
noon of May 5, 1967, and was still in progress at
the time of the trial herein, resulted from Respon-
dent's unlawful refusal to allow Motes, pursuant to
his request and that of the Union, to have union
representation at the meeting to which he had been
summoned with Respondent's management in the
morning of the same May 5 for questioning on an
alleged dereliction of duty which could potentially
affect the terms and conditions of his employment
with Respondent. Accordingly, the Examiner finds
and concludes that the said strike is and at all times
has been an unfair labor practice strike.
IV.
THE EFFECT OF THE UNFAIR LABOR PRACTICES
UPON COMMERCE
The activities of the Respondent, set forth in sec-
tion III, above, occurring in connection with
Respondent 's operations described in section I,
above, have a close, intimate, and substantial rela-
tionship to trade, traffic, and commerce among the
several States and tend to lead to labor disputes
burdening and obstructing commerce and the free
flow of commerce.
V.
THE REMEDY
Having found that Respondent has engaged in
unfair labor practices in violation of Section
8(a)(1) and (5) of the Act, it will be recommended
that Respondent cease and desist therefrom and
take certain affirmative action designed to effectu-
ate the policies of the Act.
Although it has been found that Respondent un-
lawfully denied the request of Motes for representa-
tion by the Union and refused to deal with the
Union at the proposed meeting of May 5, 1967, to
which Motes had been summoned for questioning
JACOBE-PEARSON FORD, INC.
601
concerning an alleged dereliction of duty which
could potentially lead to his discharge or other
disciplinary action , the Trial Examiner is of the
opinion that an affirmative order requiring the
abortive meeting to take place with union represen-
tation for Motes would not serve any useful pur-
pose at this time, as it is unrealistic to expect that
Respondent would have any present interest in
speaking to Motes about the now ancient and stale
taillight incident or that Motes who has quit the
picket line and has employment elsewhere would
now be willing to subject himself to such a meeting,
even with union representation . It is noted that
counsel for General Counsel does not request such
an order in his brief.
Under the circumstances of this case , the Ex-
aminer believes that Motes and all other employees
in the unit will be fully protected by an order
requiring the Respondent to cease and desist from:
(1) refusing any employee permission to have the
Union or any other labor organization present at
any meeting convened by Respondent in which the
employee is questioned about, or required to de-
fend himself against, his alleged misconduct in the
course of his duties , where the employee requests
representation at such meeting, and (2) refusing
the Union or any other labor organization permis-
sion to attend any meeting and to represent any
employee at such meeting, where the purpose of
such meeting is to question the employee about or
to require him to defend himself against his alleged
representation at the meeting by the Union. Such
an order substantially follows the cease-and-desist
order in the aforementioned guideline case of Tex-
aco, Inc., Houston Producing Division , supra. For
these reasons, such an order will be recommended
herein.
As it was found above that the strike which the
Union called on May 5, 1967, was an unfair labor
strike, it will accordingly be recommended, in order
to effectuate the policies of the Act, that the
Respondent
be
ordered,
upon
unconditional
request therefor , to reinstate all unfair labor prac-
tice strikers, including Motes, to their former or
substantially equivalent positions, without prejudice
to their seniority or other rights and privileges,
dismissing , if necessary , any employees hired to
replace the striking employees on or after May 5,
1967, the day the strike began . It will be further
recommended that the Respondent be ordered to
make whole each such striker for any loss of pay he
may suffer as a result of any refusal to reinstate him
upon application for such reinstatement. Backpay,
if any, is to be compted in accordance with the for-
mulas set forth in F.
W. Woolworth Company, 90
NLRB 289, and Isis Plumbing & Heating Co., 138
NLRB 716.
Under the
combined
recommended orders
herein , Motes, if he desires his old job back with
Respondent , may be subject to questioning under
union representation with respect to the taillight in-
cident of May 4, 1967, if Respondent still desires
and requests a meeting with Motes for such pur-
pose.
In the absence of a collective-bargaining agree-
ment affecting Respondent's right in the routine
day-to-day management of its business to talk to
any employee about his work performance alone
and
without union representation, the recom-
mended order herein is not intended to interfere
with such a right where such talk with the employee
does not have a reasonable potential for affecting
the terms and conditions of his employment, as it
did in the present case.
Upon the basis of the foregoing findings of fact
and upon the entire record of the case, the Ex-
aminer makes the following:
Conclusions of Law
1. The Respondent is engaged in commerce and
the Union is a labor organization, all within the
meaning of the Act.
2. All mechanics, body, paint, and lubrication
men, parts clerks, helpers and porters, employed in
the service, parts, and body departments of the
Respondent's Houston, Texas, location constitute a
unit appropriate for purposes of collective bargain-
ing within the meaning of Section 9(a) of the Act.
3. On December 7, 1966, a majority of the em-
ployees of Respondent in the above-described unit
by secret ballot designated and selected the Union
as their representative for the purposes of collective
bargaining
with
Respondent and thereafter on
January 17, 1967, Respondent executed a Recogni-
tion Agreement, in which it recognized the Union
as the sole and exclusive bargaining representative
of all the employees in the unit with respect to
wages, hours of work, and other conditions of em-
ployment.
4. By reason of the above, the Union at all times
here material has been the exclusive representative,
for the purpose of collective bargaining within the
meaning of Section 9(a) of the Act, of all of the
employees in the aforesaid appropriate unit.
5. By refusing, on the specific requests of both
employee Clarence E. Motes and the Union, to per-
mit Motes to have a union representative present at
a meeting to which Respondent had summoned
Motes on May 5, 1967, for questioning concerning
an alleged dereliction of duty which could have
resulted in his discharge or other disciplinary ac-
tion, Respondent did interfere with, restrain, and
coerce, and is interfering with, restraining, and
coercing, its employees in the exercise of the rights
guaranteed in Section 7 of the Act and has thereby
engaged, and is engaging, in unfair labor practices
within the meaning of Section 8(a)(1) of the Act.
6. By refusing to allow the Union to represent
Motes pursuant to his request at the meeting to
which he had been summoned by its supervisors as
described in the paragraph next above, Respondent
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DECISIONS OF NATIONAL LABOR RELATIONS BOARD
has refused and is refusing to bargain collectively in
good faith with the Union as the exclusive bargain-
ing representative of all the employees in the
above-described unit and has, and is, thereby en-
gaging in unfair labor practices within the meaning
of Section 8(a)(5) of the Act.
7. The strike which commenced on May 5, 1967,
was caused by Respondent 's above-described unfair
labor practices, and hence has been at all times
here material an unfair labor practice strike.
8. The aforesaid unfair labor practices are unfair
labor practices affecting commerce within the
meaning of Section 2(6) and ( 7) of the Act.
[Recommended Order omitted from publica-
tion. ]