335 NLRB 1427
L. D. Kichler Co.
L.D. KICHLER CO.
1427
The L. D. Kichler Company and Ella Joynt
International Brotherhood of Electrical Workers,
Local Union 1377, AFL–CIO and Ella Joynt.
Cases 8–CA–29644 and 8–CB–8555
September 28, 2001
DECISION AND ORDER
BY CHAIRMAN HURTGEN AND MEMBERS
LIEBMAN
AND TRUESDALE
On March 29, 1999, Administrative Law Judge Arthur
J. Amchan issued the attached decision. The General
Counsel and the Respondent Electrical Workers Union
Local 1377 (the Union) filed exceptions and supporting
briefs, and the Union filed a brief in opposition to the
General Counsel’s exceptions.
The Board has delegated its authority in this proceed-
ing to a three-member panel.
The Board has considered the decision and the record
in light of the exceptions and briefs and has decided to
affirm the judge’s rulings, findings,1 and conclusions as
modified and to adopt the recommended Order as modi-
fied and set forth in full below.2
FACTUAL BACKGROUND
Ella Joynt was employed by the Respondent Em-
ployer, an Independence, Ohio, manufacturer of lighting
fixtures, as a packer on the night shift from November 6,
1997, until February 2, 1998, when she was discharged at
the insistence of the Union.3 At all relevant times, the
Employer and the Union were parties to a collective-
bargaining agreement with a union-security clause re-
quiring, inter alia, that covered employees “tender
monthly dues or fees to the Union as a condition of em-
ployment from and after the thirty-first day following the
date of their employment or the effective date of this
Agreement, whichever is later,” and providing that
“[a]ny employee failing to be in compliance with this
provision shall, within one (1) week from date of notice
sent by the Union to the Company, be discharged from
employment of the Company.”4 The Union’s bylaws
provide that “[a]ll assessments imposed in accordance
with the IBEW Constitution and these bylaws must be
paid within the time required to protect the member’s
continuous good standing and benefits,” and establish an
initiation fee of $15 for Joynt’s employment category,
and monthly dues equal to 1½ times her hourly wage.5 In
addition, at all relevant times, the Union levied an as-
sessment of $8 per month on behalf of the International
Union.
1 The General Counsel and the Respondent Union have excepted to
some of the judge’s credibility findings. The Board’s established pol-
icy is not to overrule an administrative law judge’s credibility resolu-
tions unless the clear preponderance of all the relevant evidence con-
vinces us that they are incorrect. Standard Drywall Products, 91
NLRB 544 (1950), enfd. 188 F.2d 362 (3d Cir. 1951). We have care-
fully examined the record and find no basis for reversing the findings.
2 We have modified the judge’s recommended Order to reflect more
closely the violations found. We have additionally omitted the require-
ment relating to notice mailing in the event that the Respondent Union
goes out of business or closes the facility involved in this proceeding.
See, e.g., Laborers International Union of North America (Nicholson
Rodio West Dam Joint Venture), 332 NLRB 1292 (2000). The judge’s
recommended Order contains narrow cease-and-desist language consis-
tent with the Board’s usual remedial practice. However, the judge’s
recommended notice inadvertently employs broad cease and desist
language. We have issued a new notice to conform to the language set
forth in the Order.
3 Joynt was rehired by Kichler in October 1998, with the Union’s
agreement, and worked until December 4, 1998, when she was laid off
for economic reasons.
In November 1997, following Joynt’s hire, Richard
Gibbs, the Union’s night-shift steward, presented Joynt
with a union membership application, which read as fol-
lows:
I, ________________, in the presence of members of
the International Brotherhood of Electrical Workers,
promise and agree to conform and abide by the Consti-
tution and laws of the I.B.E.W. and its Local Unions. I
will further the purposes for which the I.B.E.W. is insti-
tuted. I will bear true allegiance to it and will not sacri-
fice its interest in any manner.
The judge found, and we agree, that Gibbs impliedly
solicited her to sign the membership card. Joynt did not
complete the application. Thereafter, she requested and
received from the Union copies of the Union’s bylaws
and the parties’ collective-bargaining agreement.
On January 15, 1998,6 Joynt received her paycheck,
which reflected a deduction of $51.40 for union dues.
She complained to Kichler’s payroll administrator, Mary
Louise Mankowski, that she had not authorized dues
deduction and wanted the money back. Mankowski also
4 The collective-bargaining agreement also provided as follows:
The Company will check-off monthly dues, assessments, and
initiation fees each as designated by the Union, on the basis of in-
dividually signed and voluntary check-off authorization cards on
forms supplied by the Union. The deductions shall be taken
monthly out of the second (2nd) monthly payroll period paycheck
for the following month and immediately forwarded to the Finan-
cial Secretary of the Union, together with a list that shows the
names of individual employees from whom deductions were
taken and the names of employees from whom deductions were
not taken. The reasons for not taking deductions, or for separa-
tions from employment since the previous checkoff list, will be
shown.
5 The bylaws also provided that dues were payable in advance on a
monthly basis for employees who agreed to dues deduction and quar-
terly in advance for other employees.
6 Unless otherwise noted, all subsequent dates are in 1998.
335 NLRB No. 106
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1428
told Joynt that she had to have union dues deducted or
she would be discharged. On January 16, James Sabat,
the Employer’s human resources manager, tried to give
Joynt a check from the Employer refunding the $51.40.
Joynt refused to accept it, saying that she wanted the
Union to refund the money.
On January 16, James Neubauer, the Union’s business
manager, faxed a document titled “Notice to Employees
Covered by IBEW Union-Security Agreements” (IBEW
Beck notice) to Chief Steward Bruce Darby. This notice,
among other things, explained that employees working
under union-security clauses may fulfill their obligations
to the Union by becoming members or by electing non-
member status, and that nonmembers may object to sup-
porting activities that are not “reasonably related to collec-
tive bargaining,” and set out the Union’s procedure for
filing objections.7 Although it is unclear whether Darby
gave this notice to Joynt on January 16 or January 19, the
judge found that Joynt became aware that she was not
obligated to pay for the Union’s nonrepresentational ac-
tivities by January 16, and on that day Joynt mailed a letter
to the Union stating that she did not want to become a
union member but was willing to pay the financial core of
the dues as required to maintain her employment.
Joynt’s January 22 paystub reflected a reimbursement
of $51.40, the amount deducted from her January 15
paycheck. On January 26, Neubauer faxed a letter to
Sabat stating, inter alia, that Joynt was “refusing to ten-
der monthly dues” and that the Union had provided her
with a copy of the IBEW Beck notice, and demanded that
she be discharged under the union-security clause if she
refused to pay her dues. Darby showed a copy of this
letter to Joynt. The same day, Joynt mailed two letters.
The first, directed to the International, reiterated her de-
cision not to join the Union and her willingness to pay
her Beck obligations. The second, directed to Local 1377,
stated that she was enclosing a check covering 3 months’
7 See NLRB v. General Motors Corp., 373 U.S. 734 (1963) (employ-
ees working under a union-security agreement have the right to become
or remain nonmembers, subject only to the duty to pay initiation fees
and periodic dues); Communications Workers v. Beck, 487 U.S. 735,
745 (1988)(unions may not, over the objection of dues-paying non-
member employees, expend funds collected under a union-security
agreement on activities unrelated to “representational activities,” i.e.,
collective bargaining, contract administration, and grievance adjust-
ment); California Saw & Knife Works, 320 NLRB 224, 233 (1995),
enfd. sub nom. Machinists v. NLRB, 133 F.3d 1012 (7th Cir. 1998),
cert. denied sub nom. Strang v. NLRB, 525 U.S. 813 (1998) (union has
obligation, when or before it seeks to obligate an employee to pay fees
and dues under a union-security provision, to inform the employee of
his Beck and General Motors rights to be or remain a nonmember; and,
if nonmember status is chosen, to object to paying for nonrepresenta-
tional activities, to be given sufficient information to intelligently de-
cide whether to object, and to be apprised of internal union procedures
for filing objections).
dues and a $15 initiation fee. The letter was annotated
“check #3198, $45.60.” The Union’s office manager,
Linda Hogue, testified that she received the letter but
found no check in the envelope. Sometime between
January 26 and 29, Hogue informed Joynt by telephone
that she owed the Union $106. On January 29, Neubauer
sent Joynt a followup letter, which she may not have
received before her discharge.8
On February 2, Neubauer sent Sabat a message de-
manding that the Employer discharge Joynt for failing to
pay her union dues. That night, Sabat, his assistant, and
Gibbs met with Joynt. Sabat asked her if she had sent a
payment to the Union that might not have arrived. Joynt
answered that she had not, and did not request more time
to pay. Sabat then told Joynt that, pursuant to the Union’s
request, he was terminating her employment.
On February 5, Joynt received a letter dated January
30 from the International Union. The letter stated that
the International’s review indicated that Joynt owed the
Union $42.20 and that her dues objection was untimely,
as her request was postmarked January 26, “several
months after your employment date and over a month
after the date when you were first informed about the
Plan.” The letter concluded that Joynt’s next opportunity
to invoke fee objector status would be November 1998.
The complaint and the judge’s decision
The complaint alleges that Respondent Union is party
to a collective-bargaining agreement which contains the
union-security clause described above and has, since
about November 1997 until about January 19, 1998, vio-
lated Section 8(b)(1)(A) by failing to inform Joynt of her
rights under General Motors and Beck,9 including the
percentage of its funds spent for nonrepresentational ac-
tivities, Joynt’s right to become and/or remain a non-
member and Beck objector, and, as an objector, her right
to be charged only for representational activities and be
provided with detailed information concerning the Un-
ion’s expenditures for representational and nonrepresen-
tational activities. The complaint also alleges that the
Union violated Section 8(b)(2) by requesting, and caus-
ing, Joynt’s discharge, and that the Respondent Em-
ployer violated Section 8(a)(1) by telling Joynt that she
8 Neubauer’s letter read, in pertinent part:
Conversations by telephone informed you of a total amount
of $106.00 due to Local 1377 for Initiation and dues. You did not
respond to this conversation.
Local 1377 sent a letter to your employer on January 26, 1998
informing the Company that Article 2, section 2.2 of the Collec-
tive Agreement between Kichler Lighting and Local 1377, reads:
Any employee failing to be in compliance with this provision
shall, within one (1) week from date of notice by the Union to the
Company, be discharged from employment of the Company.
9 See fn. 7, supra.
L.D. KICHLER CO
1429
had to sign a dues-checkoff form and become a union
member or face discharge.
The judge found that the Union violated Section
8(b)(1)(A) in November 1997, when Gibbs asked Joynt
to fill out an application for union membership without
explaining to her that her membership obligation was
limited to paying only that portion of the Union dues and
fees attributable to representational activities. The judge
found that the Union’s acts contravened the principle, set
forth in California Saw, supra, that a union must notify
employees of their Beck and General Motors rights be-
fore it seeks to obligate them under a union-security
clause. The judge also found that the Union violated Sec-
tion 8(b)(2) by causing the Employer to discharge Joynt
without first having fulfilled its obligations to give Joynt
notice of her Beck rights, including apprising her of the
precise amount of dues she owed as an agency fee
payer.10 Finally, the judge found that the Employer, by
Mankowski, violated Section 8(a)(1) by telling Joynt that
she had to sign a dues-checkoff form or be fired.11
ANALYSIS
1. The Union has excepted to the judge’s finding that it
violated Section 8(b)(1)(A) in November 1997 by solicit-
ing Joynt’s signature on a union membership application
without notifying her that, under the union-security
clause of its collective-bargaining agreement with Ki-
chler, she was not obligated to become a member and
that she was obligated to pay only those dues and fees
attributable to the Union’s representational activities.12
The Union argues, inter alia, that the Board held in Cali-
fornia Saw that the obligation to provide notice to newly
hired nonmember employees of the extent of their
obligations under a union-security clause is triggered by
the presentation of a membership application and a dues-
checkoff authorization, and that in this case Gibbs pre-
sented Joynt with a membership application alone. We
find the Union’s exceptions without merit, and we agree
10 The judge found that Joynt was “generally uncomplimentary”
about the Union and that she apparently wished to avoid paying dues or
fees. We agree with the judge that, under the circumstances here,
Joynt’s attitude toward the Union is not relevant, and we reject the
Union’s contention that the record demonstrates that Joynt willfully and
deliberately evaded her financial obligations, thereby excusing defi-
ciencies in fulfilling the notice requirement. Thus, the facts here are
distinguishable from those in cases in which the Board, based on an
employee’s conduct, dismissed allegations that a union violated Sec.
8(b)(2). In Food & Commercial Workers Local 368A (Professional
Services), 317 NLRB 352, 355 (1995), for example, the union warned
the discharged employee repeatedly that she was in danger of discharge
if she did not pay her arrearages and the employee made a “conscious
and deliberate” decision to evade the union-security provision. The
Union has failed to demonstrate that Joynt had made such a choice.
11 There are no exceptions to this finding.
12 See Beck, supra, 487 U.S. 735, 745.
with the judge that the Union violated Section 8(b)(1)(A)
when it solicited Joynt’s membership in the Union with-
out providing notice of her rights under General Motors
and Beck.
As an initial matter, we disagree with the Union’s in-
terpretation of the Board’s holding in California Saw
with respect to notice to newly hired nonmembers. In
that case, the Board addressed the issue of whether and
when a union must inform newly hired nonmember em-
ployees of their Beck rights. The Board examined the
notice procedures of the respondent union in that case,
and found that:
[n]ewly hired employees are typically presented . . .
with both a union membership application form and a
dues-checkoff authorization form. The presentation to
a newly hired nonmember employee of both the dues-
checkoff authorization form and the membership form
may, absent concurrent notification of Beck rights, mis-
lead these newly hired nonmember employees to be-
lieve that payment of full dues and assumption of full
membership is required. The presentation of the mem-
bership application and dues-checkoff form to a newly
hired nonmember employee constitutes an attempt to
obligate an employee to pay full dues. Basic considera-
tions of fairness require that the union at that time in-
form newly hired employees of their Beck rights.13
The Board has also found that, in order to fully inform
employees of their Beck rights, the union must also tell
them of their rights under NLRB v. General Motors
Corp., supra, 373 U.S. 734.14
The key point of this analysis, reiterated elsewhere in
California Saw, is that a union must notify a newly hired
nonmember of Beck and General Motors rights when (or
before) it attempts to obligate him to pay dues. Notice at
this time is essential because, in its absence, an employee
may be misled into believing that the union-security pro-
vision requires full union membership or the payment of
full dues. As the Board explained, requiring a union to
provide notice to newly hired nonmembers
promotes the dissemination of accurate information to
these employees regarding their financial obligations to
the union [and] vindicates the Court’s concern for fair-
ness by ensuring that at the time the union first seeks to
13 320 NLRB at 235 (footnote omitted and emphasis added).
14 Id. at 235, fn. 57. Paper Workers Local 1033 (Weyerhaeuser Pa-
per), 320 NLRB 349, 350 (1995), reversed, Buzenius v. NLRB, 124
F.3d 788 (6th Cir. 1997), cert. granted and judgment vacated Paper-
workers Local 1033 v. Buzenius, 525 U.S. 979 (1998), on remand to
Buzenius v. NLRB, 191 F.3d 641 (6th Cir. 1999) (newly hired non-
member employees must be given notice of their rights under General
Motors, supra, at the time the union first seeks to obligate them to pay
dues).
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1430
obligate newly hired nonmember employees to pay
dues, the affected nonmember employee is also in-
formed of the right under Beck to pay only a propor-
tionate share of full dues. This notice requirement fur-
nishes significant protection to the interests of the indi-
vidual nonmember employee vis-a-vis Beck rights,
without compromising the countervailing collective in-
terests of bargaining unit employees in ensuring that
every unit employee contributes to the cost of collec-
tive-bargaining activities.
For these reasons, we find that a union acts arbitrarily
and in bad faith—in breach of its duty of fair represen-
tation—when it fails to inform newly hired nonmem-
bers of their Beck rights at the time the union first seeks
to obligate these newly hired nonmember employees to
pay dues.15
Thus, the rule articulated in California Saw—that a un-
ion must inform newly hired nonmembers of their rights
when it first seeks to obligate the employees to pay
dues—is a general one, with the purpose of protecting
newly hired nonmembers from confusion about the ex-
tent of their obligations, at a time when they are initially
required to make choices regarding their Section 7 right
to engage in or refrain from union activities in the con-
text of a union-security provision.
In California Saw, the occasion of the respondent un-
ion’s initial effort to obligate newly hired nonmember
employees to pay dues customarily took the form of pre-
senting a new hire with a membership application and a
dues-checkoff form. In the case at hand, Joynt was of-
fered only a membership application. We find that, under
the circumstances here, the difference is not dispositive.
The solicitation of membership in this case carried with
it the same implicit request that the employee commit to
paying full dues, and the same potential that the em-
ployee would be misled regarding his obligations under
the union-security clause, as did the Union’s presentation
of the membership application and dues-checkoff au-
thorization in California Saw. Thus, because Gibbs’
solicitation of Joynt to join the Union, without concur-
rent notice of her rights, created the possibility that Joynt
would be misled into believing that “assumption of full
membership is required,” the Union breached its duty of
fair representation by placing Joynt in the position of
potentially believing that she was obligated to join the
Union, without informing her of her rights.
The facts of this case illustrate the validity of the
Board’s concern in California Saw with crafting a notice
rule that protects the interests of nonmembers newly
15 320 NLRB at 233 (footnotes omitted).
hired into a unit covered by a union-security agreement,
and the real possibilities for confusion when a union at-
tempts to collect dues from such an employee without
the appropriate notice. As a matter of law, execution of
the membership application constitutes a waiver of an
employee’s Section 7 right to refrain from union activi-
ties by remaining a nonmember, and therefore of all Beck
rights, which apply only to nonmembers. Further, it is
clear from the facts set out above that Union membership
in this case carries with it the obligation to pay dues,
fees, and assessments. Although the application (quoted
in full above) does not refer on its face to “dues” or
“fees,” or directly notify the potential member of an at-
tendant financial obligation, it requires the signer to
“abide by the Constitution and laws” of the Union—
including the obligation under the Local Union’s bylaws
to pay dues, fees, and assessments, which may not be
limited to amounts necessary to support representational
activities. The potential that an employee presented with
such an application by his steward in a workplace gov-
erned by a union-security agreement would, without no-
tice of his rights, agree to become a full member and pay
dues and fees on the assumption that he was required to
do so is apparent. California Saw holds that the union’s
obligation to provide notice of employee rights under a
union-security clause is activated at the time it seeks to
impose the union-security obligation on the employee.
Determining when that moment has occurred in different
factual settings will be a matter of case-by-case analy-
sis.16 Here, we find that soliciting Joynt’s membership in
the Union by presenting her with the membership appli-
cation, as quoted above, constituted an attempt to obli-
gate her to pay full dues under the parties’ union-security
clause, and thus triggered the Union’s obligation to no-
tify her of her Beck rights.
2. The judge found, inter alia, that the Union violated
Section 8(b)(2) by demanding and causing Joynt’s termi-
nation without fulfilling its obligations under Beck, su-
pra, and Philadelphia Sheraton Corp.17 We agree that the
Union failed to fulfill its obligations under Philadelphia
Sheraton before seeking Joynt’s discharge, and we there-
fore find that the Union violated Section 8(b)(2) by re-
questing and causing Joynt’s discharge. Accordingly, we
find it unnecessary to pass on the judge’s finding that a
16 Clearly, no such notice obligation would attach if a union solicited
execution of a membership application during an organizing campaign,
or in any setting apart from the presence of a union-security clause
where the union had not previously notified the employee of his rights
under Beck and General Motors.
17 136 NLRB 888 (1962), enfd. sub nom. NLRB v. Hotel Employees
Local 568, 320 F.2d 254 (3d Cir. 1963), discussed infra.
L.D. KICHLER CO
1431
failure to provide initial Beck notice was a basis for the
8(b)(2) violation.18
Section 8(b)(2) makes it an unfair labor practice for a
union
to cause or attempt to cause an employer to discrimi-
nate against an employee in violation of subsection
(a)(3) or to discriminate against an employee with re-
spect to whom membership in such organization has
been denied or terminated on some ground other than
his failure to tender the periodic dues and the initiation
fees uniformly required as a condition of acquiring or
retaining membership.
Section 8(a)(3) prohibits employer discrimination
against employees on the basis of union activities, but
permits employers to make union-security agreements
18 In California Saw, supra, the Board held that
when or before a union seeks to obligate an employee to pay
fees and dues under a union-security clause, the union should in-
form the employee that he has the right to be or remain a non-
member and that nonmembers have the right (1) to object to
paying for union activities not germane to the Union’s duties as
bargaining agent and to obtain a reduction in fees for such ac-
tivities; (2) to be given sufficient information to enable the em-
ployee to intelligently decide whether to object; and (3) to be
apprised of any internal union procedures for filing objections.
320 NLRB at 233. Joynt was provided with the IBEW Beck notice in
January. That notice adequately covered the Board’s requirements for
the initial notice to nonmembers when a union imposes the union-
security obligation. To the extent the judge’s analysis can be read to
require that initial Beck notice must contain a breakdown of union
expenses, we disagree. In Teamsters Local 166 (Dyncorp Support Ser-
vices), 327 NLRB 950 (1999), revd. in part Penrod v. NLRB, 203 F.3d
41 (D.C. Cir. 2000), the Board, interpreting California Saw, held that
“a union is required to inform only objectors, not nonmembers in gen-
eral, of the percentage by which dues and fees are reduced for objec-
tors.” Slip op. at 3 (citation omitted). See also Office Employees Local
29 (Dameron Hospital Assn), 331 NLRB 48 fn. 8 (2000) (discussing
the court’s opinion in Penrod v. NLRB, supra).
With respect to the judge’s discussion of the relationship between a
union’s obligations under Beck and Philadelphia Sheraton, we note that
in Production Workers Local 707 (Mavo Leasing Co.), 322 NLRB 35
(1996), enfd. 161 F.3d 1047 (7th Cir. 1998), the Board found that the
union violated Sec. 8(b)(1)(A) and 8(b)(2) by causing the discharge of
nonmembers for failing to meet the financial obligation under a union-
security provision without first providing them with notice of Beck
rights. As the Board stated, “[u]nder California Saw, a union is required
to tender a notice of Beck rights to nonmember unit employees before it
can subject employees to the monetary obligations imposed by a un-
ion-security provision. . . . [I]t follows that, in the absence of such
notice, the Respondent could not seek to enforce the union-security
provision by causing or seeking to cause the discharge of [nonmember
employees] in order to obligate them to pay dues and fees under that
provision.” Id. at 35. See also Monson Trucking, 324 NLRB 933, 936
(1997), enfd. 204 F.3d 822 (8th Cir. 2000).
We need not pass on the judge’s comment in footnote 8 of his deci-
sion that, if the Beck notice had been adequate, the Union would not
have violated Sec. 8(b)(2). Likewise, we need not pass on the judge’s
comments regarding the analogy between “salting” and enforcement of
union security.
with their employees’ bargaining representatives, provid-
ing, in relevant part, that
no employer shall justify any discrimination against an
employee for nonmembership in a labor organization if
he has reasonable grounds for believing that member-
ship was denied or terminated for reasons other than
the failure of the employee to tender the periodic dues
and the initiation fees uniformly required as a condition
of acquiring or retaining membership.
Thus, a union may lawfully demand the discharge of
an employee who fails to meet the obligations of a nego-
tiated union-security clause. The Board has held, how-
ever, that the discharge of an employee for failure to
meet financial obligations “should not be sanctioned
unless as a practical matter the Union has taken the nec-
essary steps to make certain that a reasonable employee
will not fail to meet his membership obligation through
ignorance or inadvertence but will do so only as a matter
of conscious choice.”19
Thus, when a union seeks to enforce a union-security
clause, it “has a fiduciary duty to deal fairly with the em-
ployee . . . . [T] he union must provide the employee
with a statement of the precise amount owed, the period
for which dues are owed and the method by which the
amount was computed, and give the employee an oppor-
tunity to make payment. “20 In addition, “[o]nly actual
notice, not constructive notice, will satisfy the union’s
fiduciary duty.”21
The record reveals a patent failure by the Union to
comply with these preconditions to a lawful demand of
discharge in Joynt’s case. First, the facts as found by the
judge show that the Union failed to provide Joynt with a
statement of the precise amount owed or the number of
months for which dues were sought. Indeed, on the basis
of the facts as found by the judge, the precise amount of
Joynt’s arrearages cannot be determined. Joynt was in-
formed that she owed the Union $106, which the judge
calculated as the equivalent of 5 months’ dues and a $15
initiation fee. She herself calculated that she owed the
Union $45.60; Kichler deducted $51.40 from her pay-
check. When a union demands that an employee be dis-
charged, the law requires that there be no mystery about
what the employee owes.
In addition to accurately calculating an employee’s ar-
rearages and providing complete information, a union
seeking an employee’s discharge is obligated to give the
19 Monson Trucking, supra, 324 NLRB 933, 934 (citations and em-
phasis omitted).
20 Asociacion Hospital Del Maestro, 323 NLRB 93, 94 (1997), citing
Philadelphia Sheraton Corp. supra, 136 NLRB 888 (emphasis added).
21 Teamsters Local 162 v. NLRB (Platt Electric Supply), 568 F.2d
665, 668–669 (9th Cir.1978).
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1432
employee “an opportunity to make payment.”22 Here,
the key events relating to the Union’s efforts to obligate
Joynt under the union-security clause happened very
quickly. On January 15, Joynt protested the deduction of
dues from her paycheck; the earliest she could have re-
ceived her Beck notice was January 16; on January 26,
the Union demanded her discharge; on February 2, she
was terminated. This hasty sequence of events, coupled
with the lack of detail respecting the amount of Joynt’s
arrearages, did not provide Joynt with an adequate
opportunity to make good her obligations.
Thus, with respect to the obligations imposed by
Philadelphia Sheraton, the Union failed to lay the neces-
sary groundwork for a lawful demand of discharge. Un-
der these circumstances, we find that the Union violated
Section 8(b)(2) by requesting and causing Joynt’s dis-
charge.23
AMENDED CONCLUSIONS OF LAW
1. Respondent L.D. Kichler Company, through its
agent, Mary Lou Mankowski, violated Section 8(a)(1) by
telling employee Ella Joynt that she had to sign a dues-
deduction authorization or be fired.
2. Respondent IBEW Local 1377, Cleveland, Ohio,
violated Section 8(b)(1)(A) in November 1997 by failing
to provide employee Ella Joynt notice of her rights not to
become a member and to pay only union dues and fees
attributable to the Union’s representational activities at
the time it first sought to obligate her to pay dues under
the union-security clause.
3. Respondent IBEW Local 1377 violated Section
8(b)(2) by requesting Respondent L.D. Kichler Company
to discharge employee Ella Joynt on about February 2,
1998, and by causing her discharge.
4. Respondents L.D. Kichler Company and Respon-
dent IBEW Local 1377 have not otherwise violated the
Act.
ORDER24
A. The Respondent, L.D. Kichler Company, Independ-
ence, Ohio, its officers, agents, successors, and assigns,
shall
1. Cease and desist from
(a) Coercively telling any employee that he must sign a
dues-deduction authorization form or face discharge.
22 Id.
23 We find no merit in the Union’s exception to the judge’s recom-
mendation that backpay, less interim earnings, be ordered from the date
of Joynt’s discharge until her October 1998 reinstatement. See, e.g.,
Sheet Metal Workers Local 355 (Zinsco Electrical Products), 254
NLRB 773 (1981), enfd. in pert. part 716 F.2d 1249 (9th Cir.1983).
24 We shall modify the judge’s recommended Order in accordance
with our recent decision in Ferguson Electric Co., 335 NLRB 142
(2001).
(b) In any like or related manner interfering with, re-
straining, or coercing employees in the exercise of the
rights guaranteed them by Section 7 of the Act.
2. Take the following affirmative action necessary to
effectuate the policies of the Act.
(a) Within 14 days after service by the Region, post at
its Independence, Ohio facility copies of the attached
notice marked “Appendix A.”25 Copies of the notice, on
forms provided by the Regional Director for Region 8,
after being signed by the Respondent’s authorized repre-
sentative, shall be posted by the Respondent and main-
tained for 60 consecutive days in conspicuous places
including all places where notices to members are cus-
tomarily posted. Reasonable steps shall be taken by the
Respondent to ensure that the notices are not altered,
defaced, or covered by any other material. In the event
that, during the pendency of these proceedings, the Re-
spondent has gone out of business or closed the facility
involved in these proceedings, the Respondent shall du-
plicate and mail, at its own expense, a copy of the notice
to all current employees and former employees employed
by the Respondent at any time since January 15, 1998.
(b) Within 21 days after service by the Region, file
with the Regional Director a sworn certification of a re-
sponsible official on a form provided by the Region at-
testing to the steps the Respondent has taken to comply.
B. Respondent, International Brotherhood of Electri-
cal Workers, Local Union 1377, AFL–CIO, Cleveland,
Ohio, its officers, agents, and representatives, shall
1. Cease and desist from
(a) Failing to notify employees subject to a union-
security clause of their right not to become a union
member and to pay only union dues and fees attributable
to representational activities before accepting such dues
or fees.
(b) Requesting and causing L.D. Kichler Company to
discharge or otherwise discriminate against Ella Joynt, or
any other employee, for failure to tender to the Respon-
dent Union periodic dues, without giving that employee
notice of the amount owed, the period for which dues are
owed, and the method by which the amount owed was
computed, and without providing the employee with an
opportunity to pay.
(c) In any like or related manner restraining or coerc-
ing employees in the exercise of the rights guaranteed
them by Section 7 of the Act.
25 If 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 Na-
tional Labor Relations Board” shall read “Posted Pursuant To A Judg-
ment Of The United States Court Of Appeals Enforcing An Order Of
The National Labor Relations Board.”
L.D. KICHLER CO
1433
2. Take the following affirmative action necessary to
effectuate the policies of the Act.
(a) Make Ella Joynt whole for any loss of earnings and
other benefits suffered as a result of the discrimination
against her in the manner set forth in the Remedy section
of the judge’s decision.
(b) Within 14 days from the date of this Order, remove
from its files, and ask the Employer to remove from the
Employer’s files, any reference to the unlawful discharge
and within 3 days thereafter notify Ella Joynt in writing
that this has been done and that it will not use the dis-
charge against her in any way.
(c) Preserve and, within 14 days of a request, or such
additional time as the Regional Director may allow for
good cause shown, provide at a reasonable place desig-
nated by the Board or its agents, all payroll records, so-
cial security payment records, timecards, personnel re-
cords and reports, and all other records, including an
electronic copy of such records if stored in electronic
form, necessary to analyze the amount of backpay due
under the terms of this Order.
(d) Within 14 days after service by the Region, post at
its union offices and meeting halls copies of the attached
notice marked “Appendix B.”26 Copies of the notice, on
forms provided by the Regional Director for Region 8,
after being signed by the Respondent’s authorized repre-
sentative, shall be posted by the Respondent and main-
tained for 60 consecutive days in conspicuous places
including all places where notices to members are cus-
tomarily posted. Reasonable steps shall be taken by the
Respondent to ensure that the notices are not altered,
defaced, or covered by any other material.
(e) Sign and return to the Regional Director sufficient
copies of the notice for posting by L.D. Kichler Com-
pany, if willing, at all places where notices to employees
are customarily posted.
(f) Within 21 days after service by the Region, file
with the Regional Director a sworn certification of a re-
sponsible official on a form provided by the Region at-
testing to the steps the Respondent has taken to comply.
APPENDIX A
NOTICE TO EMPLOYEES
POSTED BY ORDER OF THE
NATIONAL LABOR RELATIONS BOARD
An Agency of the United States Government
26 If 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 Na-
tional Labor Relations Board” shall read “Posted Pursuant To A Judg-
ment Of The United States Court Of Appeals Enforcing An Order Of
The National Labor Relations Board.”
The National Labor Relations Board has found that we vio-
lated the National Labor Relations Act and has ordered us to
post and abide by this notice.
Section 7 of the Act gives employees these rights.
To organize
To form, join, or assist any union
To bargain collectively through representatives of their
own choice
To act together for other mutual aid or protection
To choose not to engage in any of these protected con-
certed activities.
WE WILL NOT tell employees that they must sign a
union dues-deduction authorization form or face dis-
charge.
WE WILL NOT in any like or related manner interfere
with, restrain, or coerce you in the exercise of the rights
guaranteed you by Section 7 of the Act.
L.D. KICHLER COMPANY
APPENDIX B
NOTICE TO EMPLOYEES
POSTED BY ORDER OF THE
NATIONAL LABOR RELATIONS BOARD
An Agency of the United States Government
The National Labor Relations Board has found that we vio-
lated the National Labor Relations Act and has ordered us to
post and abide by this notice.
Section 7 of the Act gives employees these rights.
To organize
To form, join, or assist any union
To bargain collectively through representatives
of their own choice
To act together for other mutual aid or protection
To choose not to engage in any of these protected
concerted activities.
WE WILL NOT fail to notify employees subject to a
union-security clause of their rights not to become a un-
ion member and to pay only union dues and fees attribut-
able to representational activities before accepting such
dues or fees.
WE WILL NOT request or cause L.D. Kichler Com-
pany to discharge or otherwise discriminate against Ella
Joynt, or any other employee, for failure to tender to the
Respondent Union periodic dues, without giving that
employee notice of the amount owed, the period for
which dues are owed, and the method by which the
amount was computed, and without providing the em-
ployee with an opportunity to pay.
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1434
WE WILL NOT in any like or related manner restrain
or coerce you in the exercise of the rights guaranteed you
by Section 7 of the Act.
WE WILL make Ella Joynt whole for any loss of earn-
ings and other benefits suffered as a result of our causing
her termination on February 2, 1998.
WE WILL, within 14 days from the date of the
Board’s Order, remove from our files, and ask the Em-
ployer to remove from the Employer’s files, any refer-
ence to the unlawful discharge, and WE WILL, within 3
days thereafter, notify Ella Joynt in writing that this has
been done and that we will not use the discharge against
her in any way.
INTERNATIONAL
BROTHERHOOD
OF
ELECTRICAL WORKERS, LOCAL UNION
1377
Nancy Recko, Esq., for the General Counsel.
Eldred A. Gentry, Esq. (Gentry & Gentry), of Cleveland, Ohio,
for Respondent, L.D. Kichler Company.
Susannah Muskovitz, Esq. (Faulkner, Sackett, & Muskovitz), of
Cleveland, Ohio, for Respondent, IBEW Local Union 1377.
DECISION
STATEMENT OF THE CASE
ARTHUR J. AMCHAN, Administrative Law Judge. This
case was tried in Cleveland, Ohio, on January 20–21, 1999.
The charges were filed February 6, 1998, and the complaint
was issued June 23, 1998.
On the entire record, including my observation of the de-
meanor of the witnesses, and after considering the briefs filed
by the General Counsel, L. D. Kichler Company and IBEW
Local 1377, I make the following
FINDINGS OF FACT
I. JURISDICTION
L. D. Kichler Company (Kichler), a corporation, manufac-
tures lighting fixtures at its facility in Independence, Ohio, from
which it annually sells and ships goods valued in excess of
$50,000 directly to points outside the State of Ohio. Kichler
admits and I find that it is an employer engaged in commerce
within the meaning of Section 2(2), (6), and (7) of the Act. The
Union, International Brotherhood of Electrical Workers, Local
1377, admits and I find that it is a labor organization within the
meaning of Section 2(5) of the Act.
II. ALLEGED UNFAIR LABOR PRACTICES
Ella Joynt worked for L.D. Kichler packing lighting fixtures
into boxes, from November 6, 1997, until February 2, 1998,
when she was discharged at the insistence of the Union.1 The
General Counsel alleges that the Union violated Section
1 Although not germane to the issues in this case, Joynt was rehired
by Kichler in October 1998, with the consent of the Union. She
worked until December 4, 1998, when she and other employees were
laid off for economic reasons.
8(b)(1)(A) of the Act by soliciting her membership in the Un-
ion without adequately apprising her of her “Beck” and “Gen-
eral Motors” rights i.e., the rights of an employee subject to a
union-security clause set forth in Communications Workers of
America v. Beck, 108 S. Ct. 2641 (1988), and NLRB v. General
Motors Corp., 373 U.S. 734 (1963). The General Counsel fur-
ther alleges that the Union violated Section 8(b)(2) of the Act
by insisting that Kichler discharge Joynt, without providing her
adequate notice of her financial obligations and in failing to
afford Joynt a reasonable opportunity to pay the initiation fees
and periodic dues that she owed to the Union.
The General Counsel also alleges violations of Section
8(a)(1) by Kichler. He alleges that Kichler officials told Joynt
that she had to join the Union and sign a dues-deduction au-
thorization form or face discharge. The General Counsel also
alleges that Kichler’s human resources manager, James Sabat,
unlawfully interrogated Joynt about her union membership,
sympathies, and activities.
Ella Joynt’s two and three quarters’ months of employment at
L.D. Kichler in 1997–1998
After 8 days of training on the day shift, Ella Joynt was as-
signed to the Kichler’s night shift, 4 p.m. to 12:30 a.m. She
packed boxes for $6.50 per hour plus a 30-cent shift differen-
tial. Joynt did not participate in a company orientation program
during her first 2 months of employment. Sometime in No-
vember, she was approached by Richard Gibbs, who introduced
himself as the Union’s night-shift steward. Gibbs gave her a
union membership application. Under the circumstances,
Gibbs impliedly solicited Joynt to sign the authorization card.
She did not do so.
During November 1997, Joynt became aware that she was a
member of a bargaining unit of Kichler’s production and main-
tenance employees, which was represented by Local 1377.
She also learned that the Union had a collective-bargaining
agreement with Kichler that required her to pay dues to it. She
acquired a copy of the collective-bargaining agreement and the
Union’s bylaws.
The union-security clause in the above-mentioned agreement
requires that all employees in the bargaining unit tender
monthly dues or fees to the Union after the 31st day following
the date of their employment. It provides further that within 1
week of notice sent by the Union to the company, a noncom-
plying employee shall be discharged by Kichler. From the
bylaws, Joynt learned that the Union’s initiation fee for manu-
facturing employees was $15 and that the monthly dues were
an amount equal to 1-½ times an employee’s hourly wage rate.
She may not have understood that there was an additional per
capita monthly assessment levied on behalf of the International
Union. Between November 1997, and February 1998, this
amount was $8 per month.
Joynt worked the night shift immediately preceding the
Thanksgiving holiday. In early December she called James
Neubauer, the Union’s business manager and financial secre-
tary, to complain about the fact that she had not received holi-
L.D. KICHLER CO
1435
day pay for Thanksgiving.2 Neubauer informed Joynt that she
was not entitled to holiday pay for Thanksgiving because she
had not worked for Kichler long enough. Joynt, who already
had a copy of the collective-bargaining agreement, became very
argumentative because nothing in the agreement indicated that
an employee’s entitlement to holiday pay was in any way con-
ditioned on length of service.
In early January, Joynt called Neubauer again to complain
about the fact that she did not receive holiday pay for Christ-
mas. She was generally uncomplimentary about the Union and
its stewards in this conversation. When she failed to receive
holiday pay for New Year’s, she called Neubauer a third time.
On January 15, 1998, Joynt noticed that her check stub for
the pay period ending January 10, 1998, reflected a deduction
for union dues in the amount of $51.40. She immediately com-
plained to her supervisor, who referred her to Kichler’s payroll
administrator, Mary Louise Mankowski. Joynt told Mankowski
she had never authorized Kichler to deduct union dues from her
salary and that she wanted the money back. Mankowski told
her that she had to have union dues deducted or she would have
to be discharged.
Shortly thereafter Joynt was approached by James Sabat, Ki-
chler’s human resources manager, who scheduled her for an
orientation the next day. On January 16, Joynt became upset
when Sabat discussed Kichler’s dues-checkoff procedure.
When he tried to present her with a check refunding the $51.40
which had been deducted from her salary for union dues, she
refused to take it, insisting that she wanted to receive the
money from the Union. Sabat read the union-security clause of
the collective-bargaining agreement to Joynt.3
Sabat also talked to Union Business Manager Neubauer on
Friday, January 16, advising him that the Union needed to re-
fund Joynt’s dues to Kichler. The same day Neubauer faxed to
Chief Steward Bruce Darby the IBEW’s two-page notice re-
garding agency fee payers. Although Darby may not have
given this notice to Joynt until the following Monday, Joynt
became aware of the fact that she was not obligated to pay for
the Union’s nonrepresentational activities by the 16th.4 That
day she mailed a letter to Local 1377 advising it that she did not
wish to become a member of the Union, but was willing to pay
2 The accounts given by Joynt, Neubauer, and the Union’s office
manager, Linda Hogue, regarding Joynt’s contacts with the Union hall
differ in a number of respects, particularly with regard to the timing of
these contacts. I find Neubauer’s account to be the most reliable and
credit him over Joynt and Hogue where there is a conflict in the testi-
mony.
3 I do not credit Joynt’s account of her conversations with Sabat in
their entirety. To the extent that Sabat’s testimony contradicts Joynt’s
testimony in this regard, I credit Sabat.
4 Darby’s recollection is that he gave Joynt the notice the same day
he filed a grievance on her behalf regarding the company’s failure to
pay her holiday pay. The grievance, which was filed by Darby on
January 19, was denied by Kichler on the grounds that employees who
are probationary are not entitled to holiday pay. The collective-
bargaining agreement specifies that employees serve a 60-day proba-
tionary period. It does not state that probationary employees are not
entitled to holiday pay or any other benefits. However, it has been a
long-standing practice at Kichler not to pay probationary employees for
holidays.
the financial core of the dues as required to maintain her em-
ployment with Kichler. Joynt is apparently the first Kichler
employee and the first member of a bargaining unit represented
by Local 1377 to eschew union membership and object to the
payment of the nonrepresentational portion of the union’s dues.
The notice given to Joynt by Darby explained the difference
between “chargeable” or representational activities related to
collective bargaining and “nonchargeable” activities such as
support for political candidates, general community services,
and legislative activities. The notice also explained the proce-
dure for obtaining a fee reduction under the terms of the IBEW
Agency Fee Payers Objection Plan. It advised that a notice of
the open period for filing objections is published annually in
the October issue of the IBEW Journal. It further stated that
objections must be filed in the month of November with the
International Secretary of the IBEW in Washington, D.C. New
employees and employees who resign their union membership
are required to file objections for the balance of the calendar
year within 30 days of becoming obligated to pay agency fees.
The IBEW notice informs employees that the International
Union and their local union will mail dues objectors separate
fee reduction checks with explanatory data in January after they
separately calculate the chargeable portion of the dues for the
local union and the International Union. It states that for fiscal
year 1995, chargeable activities accounted for 75.30 percent of
the International’s expenditures and that local unions vary be-
tween 90 & 95 percent of their expenditures allocated to
chargeable activities. More recent accounting information was
not provided.
Joynt received a pay stub on Thursday, January 22, 1998,
that reflected a refund of the union dues that had previously
been deducted. Sabat wrote Neubauer the same day requesting
that the Union refund this amount to Kichler. On the following
Monday, January 26, Neubauer faxed a letter to Sabat stating
that the Union had complied with its Beck obligations with
regard to Joynt and demanding that she be discharged in accor-
dance with the terms of the collective-bargaining agreement if
she continued to refuse to pay her dues. Neubauer also faxed a
copy of this letter to Darby, who showed it to Joynt.
The same evening Joynt mailed the Union two letters. The
first, directed to the International Union, reiterated her decision
not to join the Union but stated her willingness to pay her “fi-
nancial core” obligations. The second, directed to Local 1377,
stated that she was enclosing a check to cover 3 months of un-
ion dues (for the period December 6 through March 6) and an
initiation fee of $15. On the lower left hand side of the letter
she wrote “check #3198, $45.60.” The Union’s office manager,
Linda Hogue, received the letters, but there was no check inside
the envelope.5
5 I credit Hogue’s testimony over that of Joynt in this regard despite
the fact that Hogue’s testimony evidences faulty recollection with re-
gard to many events. One reason I credit Hogue’s testimony about the
check is that I credit Sabat’s testimony that on February 2, Joynt did
not, contrary to her testimony, claim to have paid the Union any dues.
Even if I believed Joynt’s version of her conversation with Hogue
about the amount of dues she owed the Union, Joynt was aware she had
paid less than half of what the Union claimed it owed her when she met
with Sabat on February 2 (assuming she paid anything). As a result, I
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1436
Between January 26 and 29, Linda Hogue had a telephone
conversation with Joynt in which Hogue informed her that
Joynt owed the Union $106.6 On January 29, Neubauer sent
Joynt a letter to that effect. Joynt may not have received this
letter prior to her discharge.
The following Monday, February 2, Neubauer called and
then sent Sabat a faxed message demanding that Kichler com-
ply with the collective-bargaining agreement and immediately
discharge Joynt for her failure to pay her monthly union dues.
Shortly after her shift started, Joynt was summoned to a meet-
ing with Sabat, Gibbs, and Sabat’s assistant, Debra Schultz-
Potter. Sabat asked Joynt if she had sent any money to the
Union that it might not yet have received. Joynt replied in the
negative and did not request any more time to pay her dues.
Sabat thereupon informed her that, pursuant to the Union’s
request, he had to terminate her employment.
On February 5, Joynt received a letter from the secretary of
the International Union, dated January 30, 1998, rejecting her
request for a dues reduction on the grounds that her request was
untimely. The letter stated that, based on conversations with
Neubauer, the International understood that Joynt was informed
about the IBEW Agency Fee Payers Objection Plan during the
first week of December 1997.7 The letter thus concluded that
Joynt was obligated to seek a reduction for the 1998 calendar
year within 30 days of her employment date. The letter further
advised that Joynt’s next opportunity to request fee objector
status would occur in November 1998.
ANALYSIS
The Union violated Section 8(b)(1)(A) of the Act in seeking
to collect union dues from Ella Joynt without notifying her of
her “Beck” and “General Motors” rights.
The Union violated Section 8(b)(2) in demanding that Ki-
chler terminate Ella Joynt without adequately advising Joynt of
her “Beck” rights and giving her an inadequate opportunity to
exercise those rights.
In NLRB v. General Motors Corp., supra, the U. S. Supreme
Court held than an employee’s membership obligation under a
union-security clause is limited to its “financial core”, i.e., pay-
ing an amount equivalent to initiation fees and dues. More
recently, in Communications Workers v. Beck, 487 U.S. 735,
108 S.Ct. 2641 (1988), the Court held that Section 8(a)(3) of
the National Labor Relations Act does not permit a collective-
bargaining representative, over the objection of dues-paying
nonmember employees, to expend funds collected under a un-
find Sabat and Hogue more credible than Joynt as to the question of
whether Joynt sent the Union a check for $45.60.
On the other hand, I note that the International Union’s letter to
Joynt of January 30, 1998, states that she owes Local 1377 $42.20.
This letter is consistent with Joynt’s claim that she paid the Union
$45.60. The two figures added, $87.80, equals 4 months dues plus the
initiation fee.
6 This figure is equal to 5 months of union dues, plus the $15 initia-
tion fee.
7 Upon receiving Joynt’s letter of January 16, Neubauer called De-
metrious Halkyn, an assistant to the President of the IBEW in Washing-
ton, D.C., to discuss the letter.
ion-security agreement on activities unrelated to collective
bargaining, contract administration or grievance adjustment.
Many of the implications of the Beck decision were clarified
by the Board in California Saw & Knife Works, 320 NLRB 224
(1995), enfd. sub nom. Machinists v. NLRB, 133 F.3d 1012 (7th
Cir. 1998), cert. denied sub nom. Strang v. NLRB, 119 S. Ct. 47
(1998). The Board’s decision in California Saw provides the
analytical framework for deciding the instant case.
In California Saw, the Board stated that “in general . . . . that
if a union seeks to apply a union security clause to unit em-
ployees, it has an obligation under the duty of fair representa-
tion to notify them of their Beck rights before they become
subject to obligations under the clause.” The Board found fur-
ther that a union has an obligation to give a Beck rights notice
to newly hired nonmember employees at the time the Union
seeks to obligate these newly hired employees to pay dues.
Applying these principles, I conclude that the Union violated
Section 8(b)(1)(A) in November 1997, when Steward Richard
Gibbs asked Joynt to fill out an application for membership in
the Union without explaining to her that her “membership”
obligation was limited to paying only that portion of the union
dues and fees attributable to representational activities. Also see
Paperworkers Local 1033 (Weyerhauser Paper Co.), 320
NLRB 349 (1995).
I also find that the Union violated Section 8(b)(2) in insisting
that Kichler discharge Ella Joynt and in causing her termina-
tion. However, my reasons for doing so are somewhat different
than those primarily advanced by the General Counsel.
The essence of the General Counsel’s brief appears to be: (1)
that the Union did not afford Joynt sufficient time to meet her
financial obligations after providing her notice of her GM and
Beck rights; and (2) that it sought Joynt’s discharge for her
refusal to sign a dues-checkoff authorization, rather than be-
cause of her failure to tender dues (GC’s Br. at pp. 21 and 29–
30).8 I find, however, that the gravamen of the violation is that
the Union never adequately informed Joynt of her Beck rights
and never provided her with an opportunity to exercise those
rights before insisting on her discharge.
The Union claims, at page 25 of it brief, that “it is undis-
puted that Joynt was informed of her Beck rights, at the very
latest, on January 19, 1998.” In this regard, paragraph 11 of the
complaint alleges a failure to inform Joynt of her Beck rights
from November 1997, until “on or about January 19, 1998.”
However, the adequacy of the Union’s Beck notice is encom-
passed by paragraph 12(c) of the complaint, which alleges that
the Union caused the discharge of Ella Joynt, “without afford-
ing the Charging Party a reasonable opportunity to make pay-
8 Had the Union provided Joynt adequate notice of her Beck rights, I
would decline to find an 8(b)(2) violation under either theory. If Joynt
had notice of these rights on January 19, and had not tendered payment
of any dues (as I have found) by February 2, it would have been per-
fectly reasonable for the Union to demand her termination, given the
fact that she had been working for Kichler for almost 3 months.
Joynt’s testimony that Linda Hogue offered her the opportunity to
pay her dues by bringing a certified check or money order to the union
hall disproves the General Counsel’s theory that the Union really
sought Joynt’s discharge due to her refusal to sign a dues-deduction
form.
L.D. KICHLER CO
1437
ment of uniformly required initiation fees and periodic dues
following adequate notice of her obligations in that regard”
(emphasis added).
Moreover, whereas the General Counsel appears to concede
the adequacy of the Union’s Beck notice in some parts of its
brief, it clearly does not do so at others. At page 22, the Gen-
eral Counsel states that on January 19, 1998, “the Union was
finally providing Joynt with her General Motors and Beck
right.” However, at page 29, the General Counsel argues that:
(1) the Union failed to provide Joynt with reasonable informa-
tion regarding the amount of money that she owed the Union;
(2) that Linda Hogue refused to answer Joynt’s questions re-
garding a reduction in dues; and (3) that “Joynt was discharged
without ever having gotten clear information as to how much
she owed the Union.”
I find a violation of Section (b)(2) because the Union never
fulfilled its obligations to Joynt under Beck before insisting on
her termination. Assuming that this rationale is a departure
from the complaint and/or the General Counsel’s theory of the
case, I find that this issue is closely connected to the allegations
of the complaint and has been fully litigated. The Union did
not object to the introduction into evidence of the IBEW’s no-
tice to agency fee payers or the International Union’s January
30 letter to Joynt. Moreover, the Union elicited testimony from
its witnesses regarding the substance of the notice given to
Joynt of her Beck rights.
Had the Union given Joynt additional information regarding
her Beck rights it would be in this record. I therefore conclude
that the Union is not prejudiced by finding a 8(b)(2) violation
on the basis on the inadequacy of its notice to Joynt and its
failure to ever accord Joynt her Beck rights prior to demanding
her termination. The IBEW Beck notice did not apprise Joynt
of the precise amount of dues she would owe as an agency-fee
payer. It merely gave her a general idea as to how the charge-
able portion of the dues would be calculated in the future. The
only figures provided were those from fiscal year 1995.9
Moreover, the Union never provided Joynt with an opportunity
to become an agency-fee payer. Her request in this regard was
referred to the International Union, which rejected it on the
erroneous grounds that Joynt was informed of its fee objector’s
plan in December.
The Board has long held that before a union requests an em-
ployer to discharge an employee pursuant to a union security
agreement, it has a duty to notify the employee of the precise
nature of their obligations to the union, including the amount of
money that is owed, e.g., Philadelphia Sheraton Corp., 136
NLRB 888, 896 (1962). In the instant case the Union did not
satisfy this obligation. Local 1377 demanded that Joynt pay
both the representational and nonrepresentational portion of her
dues. However, Joynt’s financial obligation to the Union con-
sisted of the representation component of the Union’s dues.
9 Since the Union never provided Joynt the opportunity to become a
fee objector, it is not necessary to decide whether the Union can collect
100 percent of its dues and later refund the percentage apportioned to
representational activities. It is also unnecessary to decide whether the
failure of the Union to supply additional and more recent information
on its expenditures is consistent with Beck and California Saw.
Tension may exist between the Philadelphia Sheraton line of
cases and those which hold that unions will not be held strictly
to the Board’s notification rules when dealing with an em-
ployee who intentionally avoids his or her dues obligations, see,
e.g., Food & Commercial Workers Local 368A (Professional
Services), 317 NLRB 352, 354–355 (1995). However, most or
all of these cases predate California Saw. They therefore do
not stand for the proposition that a union can insist on the dis-
charge of an employee without fulfilling its Beck obligations
with respect to this individual.
Ella Joynt appears not to have wanted to pay any union dues,
rather than merely just the nonrepresentational portion of the
dues. Her dispute with the Union arises from her dissatisfac-
tion with the answers she received from it regarding her enti-
tlement to holiday pay. However, I deem all this to be irrele-
vant to the disposition of this case.
The position of unions with regard to agency-fee objectors is
analogous to that of nonunion contractors in the “salting” con-
text. Although the nonunion employer may doubt the good
faith of the salt in seeking employment, it cannot discriminate
against him or her. It must test the salt’s good faith by consid-
ering him or her for employment in a nondiscriminatory fash-
ion. Similarly, with regard to fee objectors like Joynt, a union
must afford them their Beck rights and proceed to enforce their
contractual rights only after the employee fails to pay the dues
chargeable to representational activities. Since the Union in
this matter did not afford Joynt her rights under Beck and Cali-
fornia Saw, I conclude that it violated Section 8(b)(2) in de-
manding that Kichler discharge her.
L.D. Kichler Company, through Mary Lou Mankowski, vio-
lated section 8(a)(1) in telling Ella Joynt that she had to sign a
dues-deduction authorization form or face discharge.
The Board has repeatedly held that dues-checkoff authoriza-
tions must be voluntary. An employee has the right, under
Section 7 of the Act, to refuse to sign a dues-checkoff form.
Kichler’s brief at page 6, states that neither James Sabat nor
Mary Lou Mankowski, Kichler’s payroll administrator, told
Joynt that she would have to use the dues-checkoff option to
pay her union dues. However, Mankowski testified that she
told Joynt on January 15, that “she has to have dues deducted
and she could be discharged if she didn’t pay dues.”
Mankowski did not explain to Joynt that dues could be paid
directly to the Union. Indeed, she conceded that she was not
aware that Joynt had such a choice. In essence, Mankowski’s
testimony amounts to a concession of the allegations in para-
graph 7 of the complaint. I dismiss the other allegations
regarding Kichler since I have credited the testimony of James
Sabat, denying those allegations, over the testimony of Ella
Joynt.
CONCLUSIONS OF LAW
1. L. D. Kichler Company, through its agent, Mary Lou
Mankowski, violated Section 8(a)(1) in telling Ella Joynt that
she had to sign a dues-deduction authorization form or be fired.
2. IBEW Local 1377 violated Section 8(b)(1)(A) in failing to
advise Ella Joynt, before asking her to sign a union membership
card, that her membership obligations under the union-security
clause of its collective-bargaining agreement with Kichler, only
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1438
obligated Joynt to pay union dues and fees attributable to the
union’s representational activities.
3. IBEW Local 1377 violated Section 8(b)(2) of the Act in
requesting Kichler to discharge Ella Joynt and in causing her
discharge.
THE REMEDY
Having found that IBEW Local 1377 unlawfully caused L.D.
Kichler Company to discharge Ella Joynt, it is recommended
that the Union make Joynt whole for any loss of wages and
benefits she may have suffered as a result of the Union’s action,
less her net interim earnings, up to the date of her reinstatement
in October 1998. The amount of backpay shall be computed
with interest as provided for in New Horizons for the Retarded,
283 NLRB 1173 (1987).
[Recommended Order omitted from publication.]