216 NLRB 380
Litton Financial Printing
380
DECISIONS OF NATIONAL LABOR RELATIONS BOARD
Litton Financial Printing and Teamsters Union Local
853 Warehouse, Mail Order and Retail Employees,
affiliated with International Brotherhood of Team-
sters, Chauffeurs, Warehousemen and Helpers of
America, Petitioner. Case 20-RC-12284
January 30, 1975
DECISION ON REVIEW
BY ACTING CHAIRMAN FANNING AND
MEMBERS JENKINS AND PENELLO
On October 8, 1974, the Regional Director for
Region 20 issued his Decision and Direction of
Election in the above-entitled proceeding, in which
he found appropriate a unit of four office clerical
employees at the Employer's San Leandro, Califor-
nia, location. Thereafter, in accordance with Section
102.67 of the National Labor Relations Board Rules
and Regulations, Series 8, as amended, the Employer
timely filed a request for review of the Regional
Director's decision, contending that the Regional
Director erred in failing to exclude the executive
secretary to the general manager as a confidential
employee.
On November 14, 1974, the National Labor
Relations Board by telegraphic order granted the
request for review.
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 reviewed the entire record in this
case, including the Employer's brief on review, and
makes the following findings:
The Employer prints commercial business forms,
specifically bank passbooks and banking checks, at
its
San Leandro, California, facility under the
direction of General Manager Foley. As found by
the Regional Director, General Manager Foley is in
charge of labor relations at the San Leandro facility
and in that capacity meets regularly with the union
representative who represents the Employer's manu-
facturing employees at that location. Foley corre-
sponds with the Union, sets dates for future
meetings, and meets with the union representative in
an effort to resolve "protests" involving the manufac-
turing employees.
He also corresponds with the
corporate industrial relations department regarding
grievances filed, and EEO and OSHA matters. With
respect to grievances reported to the industrial
relations department, Foley's correspondence covers
the nature of the grievance, his recommendation, and
a request for advice. Grievances arise a few times a
month and the industrial relations department is
notified in about 50 percent of the cases. Although
Foley has not yet done so, he will participate in the
labor contract negotiations for the San Leandro
facility when the present collective-bargaining agree-
ment expires. As Foley's executive secretary, Karen
Jones, in addition to other duties, prepares his
correspondence with the Union and with the corpo-
rate industrial relations department. She also per-
forms filing duties, including the filing of reprimands
given to employees and written evaluations and
recommendations for pay increases made by the
shop superintendent or shop foremen.
From the foregoing, we conclude that based upon
General Manager Foley's responsibilities regarding
grievances, particularly his recommendations to the
industrial relations department, and his anticipated
involvement in the forthcoming negotiations, he is
engaged in the formulation, determination, and
effectuation of management policies in the field of
labor relations at the San Leandro facility. Inasmuch
as Karen Jones handles his correspondence, we find
that she assists in the preparation of and has access
to confidential labor relations matters. Accordingly,
she is excluded as a confidential employee.' The case
is hereby remanded to the Regional Director for
Region 20 for the purpose of conducting an election
pursuant to his Decision and Direction of Election,
as modified herein, except that the payroll period for
determining eligibility shall be that immediately
preceding the date of this Decision on Review.
[Excelsior footnote omitted from publication.]
I Firestone Synthetic Latex Company, 201 NLRB 347 (1973).
216 NLRB No. 66