339 NLRB 916
Phillips Petroleum Co.
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
916
Phillips Petroleum Company and Paper, Allied-
Industrial, Chemical & Energy Workers Inter-
national Union Local 8–590. Case 19–CA–28114
July 31, 2003
DECISION AND ORDER
BY CHAIRMAN BATTISTA AND MEMBERS LIEBMAN
AND WALSH
On December 11, 2002, Administrative Law Judge Jay
R. Pollock issued the attached decision. The Respondent
filed exceptions and a supporting brief, and the General
Counsel filed an answering brief.
The National Labor Relations Board has delegated its
authority in this proceeding to a three-member panel.
The Board has considered the decision and the record1
in light of the exceptions and briefs and has decided to
affirm the judge’s rulings, findings,2 and conclusions
except as set forth below, and adopts the recommended
Order.
Introduction
The judge found that the Respondent violated Section
8(a)(1) of the Act by discharging employee Brandon In-
gram for attempting to obtain family and medical leave.
According to the judge, Ingram’s activity was protected
under the Act because it constituted the invocation of a
provision of the collective-bargaining agreement.3 We
adopt the judge’s finding that the Respondent unlawfully
terminated Ingram for his efforts to obtain family medi-
cal leave. We need not pass, however, on whether In-
gram’s activities amounted to an attempt to enforce pro-
visions of the collective-bargaining agreement. As
shown below, we find that Ingram’s conduct constituted
protected concerted activity even apart from the issue of
whether it implicated any provision of the collective-
bargaining agreement.4
1 We grant the General Counsel’s unopposed motion to amend the
transcript.
2 The Respondent has excepted to some of the judge’s credibility
findings. The Board’s established policy is not to overrule an adminis-
trative law judge’s credibility resolutions unless the clear preponder-
ance of all the relevant evidence convinces us that they are incorrect.
Standard Dry Wall Products, 91 NLRB 544 (1950), enfd. 188 F.2d 362
(3d Cir. 1951). We have carefully examined the record and find no
basis for reversing the findings.
3 More specifically, the judge found that Ingram’s efforts to obtain
sick leave under Federal and State law implicated a clause in the collec-
tive-bargaining agreement which incorporated Federal and State law.
He therefore concluded that Ingram was engaged in protected concerted
activity. See NLRB v. City Disposal Systems, Inc., 465 U.S. 822 (1984)
(employee’s efforts to invoke rights grounded in the collective-
bargaining agreement constitute protected concerted activity).
4 The complaint alleged that the Respondent’s conduct violated Sec.
8(a)(3) and (1) of the Act. However, counsel for the General Counsel
withdrew the 8(a)(3) allegation at the start of the hearing.
Applicable Facts
The Respondent5 operates an oil refinery in Ferndale,
Washington. The employees at the refinery have long
been represented by the Union, which most recently en-
tered into a collective-bargaining agreement with the
Respondent in February 2002. The collective-bargaining
agreement provides that probationary employees are sub-
ject to all provisions of the agreement, except that termi-
nation of an employee within the first 180 days of em-
ployment is not subject to the grievance procedures.
Employee Brandon Ingram was hired as an assistant
operator in December 2001, and began working as a pro-
bationary employee along with four other employees.
During the first week of training, Ingram was linked to
three incidents on which the Respondent eventually re-
lied to justify Ingram’s discharge. First, Ingram deleted
two e-mails sent by the Respondent from his computer
without reading them. Ingram had been having trouble
with his computer and had previously read the e-mails
from another employee’s computer. Believing that In-
gram had deleted the e-mail without reading it, Personnel
Services Supervisor Brenda Hill (the author of the two
deleted e-mails) sent Ingram an e-mail reminding him
that he is required to read his e-mail. Ingram had no fur-
ther incidents regarding e-mails.
Next, during a training session conducted by schedul-
ing clerk Jeff Davis, an unidentified employee stated that
an employee could avoid a call-in for overtime by simply
stating that he had been drinking. Though Davis did not
attribute the statement to Ingram, Labor and Security
Superintendent John Strachan determined that the state-
ment sounded like something that would come from In-
gram, and accordingly attributed the statement to him.
Finally, during a safety training session, Ingram asked a
question indicating a belief that employees did not need
to wear hard hats on the loading dock. Supervisor Nona
Wegers immediately answered, and explained that em-
ployees were required to wear hard hats in that area.
Ingram received no discipline for any of these incidents
when they occurred.
After Ingram completed 3–4 weeks of basic operator
training, he was assigned to the “off-plot” area of the
refinery, and later qualified as a loader and diesel loader.
Throughout his 6-month tenure as a probationary em-
ployee, Ingram was consistently rated as a “good” em-
ployee in his monthly evaluations, and one supervisor
described him as a “hard worker” and a “welcome mem-
ber of my crew.” Ingram also volunteered for overtime
on the oil spill team.
5 The Respondent is now known as ConocoPhillips Company.
339 NLRB No. 111
PHILLIPS PETROLEUM CO.
917
In February 2002,6 Ingram informed his supervisor
that his wife was experiencing complications with her
pregnancy, and that he might need to take time off on
short notice. Fellow employee Wendy Wampler told
Ingram that he might be eligible for time off under the
Family Medical Leave Act (FMLA). Ingram then con-
tacted John Strachan about the matter. Strachan re-
sponded that Ingram did not qualify under the FMLA
because he did not meet the minimum 1-year employ-
ment requirement.
Thereafter, Wampler advised Ingram to research
whether the Washington State Family Care Sick Leave
Act might entitle him to use his sick leave to care for
family members. After Ingram researched the statute, he
became convinced that it applied to him. He also began
discussing the issue with several other operators in his
unit, and he attempted to educate them about their family
medical leave rights because he found that many of the
employees were unaware of these rights. Ingram again
contacted Strachan and scheduling clerk Jeff Davis to
inquire about his eligibility under this law. Strachan cut
Ingram off, stating bluntly that Ingram “did not qualify
for any of these items” and that he would have to use
vacation to take time off.
In late March/early April, Ingram began discussing the
family leave issue with Bob Huntley, a coworker who
held a leadership position in the Union. Huntley in-
formed Ingram that other employees had previously ex-
perienced problems getting time off to care for sick fam-
ily members.7 Huntley encouraged Ingram to “speak up”
and to continue pursuing the issue, noting that the Union
was searching for a test case. Additionally, other unit
employees told Ingram that they had been denied family
leave in the past and “hadn’t really been given a reason.”
Ingram decided thereafter to “be vocal and advocate for
our right.”
On April 11, Ingram’s wife began having medical
problems and was hospitalized. The Respondent ap-
proved Ingram’s request for 2 days’ sick leave, and, after
initially denying him further leave, subsequently ap-
proved Ingram’s request to stay off work for two addi-
tional days. When Ingram returned to work on his next
scheduled workday, he was informed that he had been
charged for 4 days’ vacation time. Ingram protested this
action in an e-mail to Strachan, Davis, and union com-
6 All dates hereafter are in 2002.
7 In 1999, the Union filed a grievance on behalf of employee Doug
Deather, asserting that the Respondent’s refusal to grant him family
leave was unlawful. The Respondent prevailed against the Union in the
grievance arbitration, asserting that the law did not cover its employees
because its sick leave policy did not fit the definition of an accrued
plan.
mittee member and coworker Rachelle Honeycutt.
Strachan repeated in an e-mail response to Ingram that he
did not qualify for sick leave under the FMLA because
he had not been employed by the Respondent for 1 year.
While Strachan did not directly respond to Ingram’s in-
quiry as to whether the Washington State law would ap-
ply, he further informed Ingram that the Respondent’s
policies regarding sick leave would not change (as a re-
sult of the Respondent’s imminent merger with Conoco)
until January 2003.
Later that day, Ingram was called into a meeting with
three management officials and Union Representative
Michael Brown. Area Superintendent Bruce Brock told
Ingram that he had angered Strachan by pursuing a claim
for sick leave, that he was to use the chain of command,
and that he was not to contact Strachan any longer.
Brock added that Ingram was a good employee and
would have no troubles if he abided by the directions of
this meeting.
Ingram’s conduct prompted a flurry of e-mails among
the Respondent’s officials. On April 19, Strachan for-
warded Ingram’s e-mail (protesting being charged 4
days’ vacation) to several other management officials.
Strachan’s e-mail said that he was “pretty discussed at
having to deal with [Ingram] at this point,”8 and added
that Ingram was “trying to get the Union involved al-
ready.” In another e-mail on April 22, Strachan wrote to
Production Manager Tim Murphy that “this guy is chal-
lenging us at every turn.” On April 23, Murphy sent an
e-mail stating, in pertinent part, that “[r]egardless of
work performance, I do not believe that we need a ‘po-
litical activist’ at work.” In addition, on April 24,
Strachan notified Murphy that Ingram had filed a com-
plaint against the Respondent with the Department of
Labor.
On May 10, Ingram was discharged. The letter of ter-
mination cited the following reasons for the termination:
(1) During new hire orientation . . . you advised atten-
dees that all an operator has to do to avoid coming in
for overtime is to tell the caller that you have been
drinking; (2) During the initial weeks of your proba-
tionary period, you repeatedly deleted important e-mail
without reading it. . . . (3) During Basic Operator Train-
ing . . . you openly disagreed with the PPE standard
presented [i.e. the safety standard related to wearing
hard hats] and advised the other attendees that a differ-
ent standard really existed . . . (4) On another occasion,
you indicated to the training supervisor that you should
8 It is clear from the context of Strachan’s e-mail that he intended to
write that he was “pretty disgusted at having to deal with [Ingram]”
(emphasis added).
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
918
be paid Assistant Operator II pay, because you perform
more work than the diesel loader . . . (5) You have indi-
cated frustration with regard to the Company’s time off
policies both through argumentative discussions with
Company personnel and in writing to the Labor Rela-
tions Superintendent.
Analysis
As shown below, we find that Ingram’s pursuit of fam-
ily medical leave rights constituted protected concerted
activity. We further find, applying Wright Line,9 that
Ingram’s protected conduct was a motivating factor in
the Respondent’s decision to terminate him. Finally, we
find that the Respondent has failed to establish that it
would have terminated Ingram in the absence of his pro-
tected conduct.
(a) Ingram’s conduct was protected and concerted
Section 7 of the Act protects the right of employees to
engage in concerted activity for their mutual aid and pro-
tection. It is well settled that the “activity of a single
employee in enlisting the support of his fellow employ-
ees for their mutual aid and protection is as much ‘con-
certed activity’ as is ordinary group activity.”10 Such
individual action is concerted as long as it is “engaged in
with the object of initiating or inducing . . . group ac-
tion.”11 The Board has also found concerted conduct
when an individual attempts to bring a group complaint
to the attention of management.12
Based on the above-summarized facts, we find that In-
gram engaged in protected concerted activity to remedy a
perceived inadequacy in working conditions, i.e., the
inability of employees to use sick leave for family medi-
cal emergencies. Although Ingram’s efforts to secure
sick leave originated because of his need to care for his
wife and children, the record clearly establishes that In-
gram’s efforts embraced the larger purpose of obtaining
this benefit for all of his fellow employees. Thus, after a
coworker informed him about State and Federal family
and medical leave legislation, Ingram became convinced
that he and his coworkers were entitled to use sick leave
for family medical emergencies under these laws.
9 See Wright Line, 251 NLRB 1083, 1089 (1980), enfd. 662 F.2d
899 (1st Cir. 1981), cert. denied 455 U.S. 989 (1982), approved by
NLRB v. Transportation Management Corp., 462 U.S. 393, 399–403
(1983).
10 Cibao Meat Products, 338 NLRB 934 (2003) (quoting Owens-
Corning Fiberglas Corp. v. NLRB, 407 F.2d 1357, 1365 (4th Cir.
1969)).
11 Id. (quoting Mushroom Transportation Co. v. NLRB, 330 F.2d
683, 685 (3d Cir. 1964)). Accord: Meyers Industries, 281 NLRB 882
(1986) (Meyers II), enfd. sub nom. Prill v. NLRB, 835 F.2d 1481 (D.C.
Cir. 1987), cert. denied 487 U.S. 1205 (1988).
12 See Meyers II, 281 NLRB at 885, 887.
Thereafter, Ingram discussed the subject of changing the
Respondent’s sick leave policy with his coworkers, in
order to educate them and solicit their support. In so
doing, he discovered that the employees had previously
supported the Union’s efforts to attain such benefits on
behalf of another employee and that they were interested
in pursuing the issue again. Some of his coworkers
voiced their frustration that they had been denied family
leave in the past without being given a reason. Addition-
ally, at least one employee actively encouraged Ingram to
“speak up” and pursue this issue. Thus, in repeatedly
attempting to convince the Respondent to modify its sick
leave policies, Ingram was acting not only on his own
behalf, but also on behalf of his coworkers.13
(b) The Respondent’s animus towards Ingram’s con-
certed conduct
We find that the record amply supports a finding that
Ingram’s protected concerted conduct was a “motivating
factor” in the Respondent’s decision to terminate In-
gram.14 As noted above, Ingram’s efforts to change the
Respondent’s family medical leave policy were the sub-
ject of several e-mails among the Respondent’s officials.
These e-mails were very critical of Ingram’s conduct.
Most revealing of the Respondent’s animus was the e-
mail of Production Manager Tim Murphy, who wrote:
“Regardless of work performance, I do not believe that
we need a ‘political activist’ at work.” This statement
clearly conveys that the Respondent (a) was aware that
Ingram was either acting on behalf of his fellow employ-
ees or attempting to solicit their support,15 and (b) har-
bored considerable animosity towards those efforts.
This statement becomes even more significant when
considered in the context of the Respondent’s prior con-
sideration of its family medical leave policy. As noted
above, the Respondent had successfully denied a recent
grievance brought by the Union over the family medical
leave issue. Against this backdrop, the Respondent fur-
ther revealed its animosity towards Ingram’s conduct
when Strachan lamented in his e-mail that, in pursuing
the family medical leave issue, Ingram was “trying to get
the Union involved.” This remark, especially when con-
sidered together with the “political activist” remark, fur-
ther reveals the Respondent’s concern that Ingram was
13 See, e.g., NLRB v. Caval Tool Division, 262 F.3d 184, 190 (2d
Cir. 2001) (enforcing Board order finding employee complaint about
working conditions made in group meeting was protected concerted
conduct on behalf of the group); Rockwell International Corp. v. NLRB,
814 F.2d 1530, 1534 (11th Cir. 1987) (same).
14 See Wright Line, 251 NLRB at 1089.
15 Indeed, from Ingram’s e-mail communications Respondent knew
that Ingram was informing coworker and Union Official Honeycutt of
his leave dispute.
PHILLIPS PETROLEUM CO.
919
doing far more than pursuing a wholly personal claim.
Indeed, when considered in context, it further reveals the
Respondent’s knowledge of and animus towards In-
gram’s protected concerted activity.16
Further, the Respondent’s termination letter to Ingram
clearly cites his efforts to change the Respondent’s poli-
cies as one of the reasons that the Respondent decided to
terminate him. Thus, the Respondent wrote: “you have
indicated frustration with regard to the Company’s time
off policies, both through argumentative discussion with
Company personnel and in writing to the Labor Relations
Superintendent.” Although the Respondent, at the hear-
ing, and again on brief, disavowed this justification for
the discharge, the termination letter, when considered
together with the Respondent’s e-mails, clearly reveals
the Respondent’s animosity towards Ingram’s efforts.17
From this conduct, we find that the General Counsel
has sustained his burden of showing that Ingram’s pro-
tected concerted activity was a motivating factor in the
Respondent’s decision to terminate him. The burden
thus shifts to the Respondent to show that it would have
terminated Ingram even in the absence of his protected
concerted activity.
(c) The Respondent’s defense
The Respondent maintains that it discharged Ingram
because of concerns about his ability to follow safety
instructions, as reflected by the first three incidents noted
in the termination letter: (1) Ingram’s alleged comment
about drinking to avoid overtime, (2) Ingram’s question-
ing the need for a hardhat in the loading dock area during
training, and (3) Ingram’s deletion of a work-related e-
mail without reading it first. However, all of these
events occurred nearly 6 months earlier, during Ingram’s
first week of training, and Ingram received no discipline
for any of these events contemporaneous with their oc-
currence. The Respondent’s minimal response to those
incidents supports the judge’s conclusion that the Re-
spondent did not view them as serious infractions when
they occurred.18
16 It is well established that union activity is “by definition . . . con-
certed within the meaning of Sec. 7 of the Act without regard to the fact
that [an employee] may have acted alone.” C & D Charter Power
Systems, 318 NLRB 798 (1995) (quoting Carpenters Local 925, 279
NLRB 1051, 1059 fn. 40 (1986)), enfd. mem. 88 F.3d 1278 (D.C. Cir.
1996), cert. denied 519 U.S. 1006 (1996).
17 Indeed, the Respondent’s subsequent attempts to minimize this
basis for discharge are further evidence of its unlawful motivation. See
Abbey’s Transportation Service v. NLRB, 837 F.2d 575, 581 (2d Cir.
1988) (employer’s “shifting assertions” justifying discharge support
inference of unlawful motivation); Royal Development Co. v. NLRB,
703 F.2d 363, 372 (9th Cir. 1983).
18 A closer look at the alleged incidents reveals why the Respondent
did not take them seriously at the time. Indeed, as the judge found,
Ingram was falsely accused of making the overtime comment, and the
Finally, the Respondent’s decision to terminate Ingram
was not consistent with its treatment of other probation-
ary employees in his class, two of whom had been identi-
fied as potentially having performance and attitude prob-
lems. In an e-mail written by Strachan evaluating the
employees shortly before the end of the probationary
period, Strachan criticized three of the probationary em-
ployees (including Ingram). Strachan wrote that one
employee allegedly had “an attendance problem,” and
possibly “an attitude problem.” He further noted that
another employee had been issued an “attitude adjust-
ment” for his failure to qualify as an operator and was on
the “watch list.” Similarly, Ingram was described in that
same e-mail as having a “definite budding attitude prob-
lem.” Despite the fact that all three received similar re-
marks, only Ingram was dismissed.19 The Respondent’s
failure to terminate the two other probationary employ-
ees who were identified as having “attitude” problems
further undermines the Respondent’s contention that In-
gram would have been terminated even in the absence of
his protected activity.
In sum, we find that the General Counsel has estab-
lished that the Respondent terminated Ingram in part for
his protected concerted activity, and that the Respondent
has failed to show that it would have terminated Ingram
even in the absence of that activity. Accordingly, we
find the Respondent violated Section 8(a)(1) by discharg-
ing Ingram.
ORDER
The National Labor Relations Board adopts the rec-
ommended Order of the administrative law judge and
orders that the Respondent, Phillips Petroleum Company,
Ferndale, Washington, its officers, agents, successors,
and assigns, shall take the action set forth in the Order.
Respondent never attempted to verify that Ingram made the comment
before including it in his termination letter. Further, the Respondent
merely corrected Ingram’s misperception about wearing the hardhat
immediately and never raised the issue again. Additionally, although
Ingram did delete company e-mail in the first few days of work, as
alleged, his supervisor acknowledged that this may have been a mistake
(due to lack of training) and that no further incident occurred.
19 We also reject the Respondent’s assertion that the judge applied
the wrong standard in evaluating the lawfulness of Ingram’s discharge
because he was a probationary employee. Although an employer has a
wide degree of discretion with respect to its decision to discharge a
probationary employee, an employer is not entitled to terminate a pro-
bationary employee for discriminatory reasons. It is well established
that probationary employees are entitled to the full protection of the
Act. See General Battery Corp., 241 NLRB 1166, 1174 (1979).
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
920
Jo Anne Howlett and Eddie E. Clopton Jr., Esq., for the Gen-
eral Counsel.
Robert A. Blackstone and Douglas Morrill, Esqs. (Davis Wright
Tremaine, LLP), of Seattle, Washington, for the Respon-
dent.
Rachelle Honeycutt, Vice President, of Deming, Washington,
for the Union.
DECISION
STATEMENT OF THE CASE
JAY R. POLLACK, Administrative Law Judge. I heard this
case in trial at Bellingham, Washington, on October 22 and 23,
2002. On June 27, 2002, Paper, Allied-Industrial, Chemical &
Energy Workers International Union, Local 8-590 (the Union)
filed the charge alleging that Phillips Petroleum (the Respon-
dent)1 committed certain violations of Section 8(a) (1) of the
National Labor Relations Act (the Act)). The Regional Direc-
tor for Region 19 of the National Labor Relations Board issued
a complaint and notice of hearing on August 30, 2002, against
Respondent alleging that Respondent violated Section 8(a)(1)
of the Act. Respondent filed a timely answer to the complaint,
denying all wrongdoing.
All parties have been afforded full opportunity to appear, to
introduce relevant evidence, to examine and cross-examine
witnesses, and to file briefs. On the entire record, from my
observation of the demeanor of the witnesses,2 and having con-
sidered the posthearing briefs of the parties, I make the follow-
ing
FINDINGS OF FACT AND CONCLUSIONS
I. JURISDICTION
Respondent is a State of Delaware corporation with offices
and a place of business in Ferndale, Washington, where it has
been engaged in the operation of an oil refinery. In the 12
months prior to the issuance of the complaint, Respondent sold
and shipped goods, valued in excess of $50,000, from its Fern-
dale refinery to customers outside the State of Washington.
Accordingly, Respondent admits and I find that Respondent is
an employer engaged in commerce within the meaning of Sec-
tion 2(2), (6), and (7) of the Act. Further, Respondent admits
that the Union is a labor organization within the meaning of
Section 2(5) of the Act.
II. THE ALLEGED UNFAIR LABOR PRACTICES
Respondent through its subsidiary, Tosco Corporation, oper-
ates an oil refinery in Ferndale, Washington. The employees at
the refinery have been represented for collective-bargaining
purposes by the Union for many years. The parties entered into
1 Respondent is now known as Conoco Phillips.
2 The credibility resolutions herein have been derived from a review
of the entire testimonial record and exhibits, with due regard for the
logic of probability, the demeanor of the witnesses, and the teachings of
NLRB v. Walton Mfg. Co., 369 U.S. 404, 408 (1962). As to those wit-
nesses testifying in contradiction to these findings, their testimony has
been discredited, either as having been in conflict with credited docu-
mentary or testimonial evidence or because it was in and of itself in-
credible and unworthy of belief.
their most recent collective-bargaining agreement on February
1, 2002. The collective-bargaining agreement provides that
probationary employees are subject to all provisions of the
agreement except that termination of an employee within the
first 180 days of employment is not subject to the grievance
procedure.
Brandon Ingram was hired on December 10, 2001, as an as-
sistant operator, and began as a probationary employee along
with four other probationary employees. Upon being hired, the
five probationary employees received 3 to 4 weeks of basic
operator training.
During the first week of training, Jeff Davis, scheduling
clerk, gave an orientation concerning schedules, rotating shifts,
vacation, and sick pay. During Davis’ presentation concerning
mandatory overtime, one of the employees stated that manda-
tory overtime could be easily avoided. The employee told
Davis and the other probationary employees in the class that an
employee could avoid a call in for overtime by simply stating
that he had been drinking. Davis acknowledged that Respon-
dent would not require a person who was drinking to come into
work. Davis and Ingram both credibly testified that Ingram did
not make this statement. Notwithstanding this fact, Respondent
claims that Ingram, who does not drink, told the other proba-
tionary employees that they could use drinking as an excuse to
avoid overtime.
Davis reported to John Strachan, Respondent’s labor and se-
curity superintendent, that one of the probationary employees
had made the remark about using drinking as an excuse to
avoid mandatory overtime. Davis did not name the offending
employee. Strachan said, “[T]hat sounds like something Dan
Ingram [Brandon Ingram’s father and a 30-year employee]
would tell his son.”3 Davis, not wanting to identify the em-
ployee who made the remark, did not respond.4 My findings
are based on Davis’ credible testimony. As discussed more
fully below, I do not credit Strachan’s version of his conversa-
tion with Davis.
On Ingram’s third day of training he deleted two e-mails
from his computer without opening them. Ingram was having
trouble with his computer terminal and read the e-mails from a
computer assigned to another probationary employee. How-
ever, Ingram did delete the e-mails from his machine. Brenda
Hill, Respondent’s personnel services supervisor, believing that
Ingram did not read the e-mails, sent Ingram an e-mail severely
warning Ingram that it was important for the employee to read
his e-mails. Thereafter, there were no further incidents regard-
ing the reading of e-mails.
During a safety training session with Nona Wegers, Respon-
dent’s training supervisor, Ingram asked a question concerning
the wearing of hard hats while employees were working on the
loading dock. Wegers answered that no matter what the em-
3 Strachan has known Dan Ingram for over 20 years. At the hearing,
Strachan admitted that he does not like Dan Ingram because Ingram is a
“complainer.”
4 As will be seen below, I do not credit the testimony of Strachan
and Brenda Hill, personnel services supervisor, that Davis attributed the
offending remarks to Ingram. Strachan was not a credible witness and
has a strong bias against Dan and Brandon Ingram. Hill was not a
credible witness and simply attempted to support Strachan’s evidence.
PHILLIPS PETROLEUM CO.
921
ployees might have heard, employees were required to wear
hard hats when working on the loading dock. While Respon-
dent attempted to characterize this incident as a major disrup-
tion by Ingram, in fact, Respondent encouraged employees to
ask questions during training. Wegers quickly and unequivo-
cally instructed the five probationary employees as to the
proper equipment for working on the dock. It took Wegers less
than a minute to answer Ingram’s question and completely
resolve the issue.
After approximately 3 weeks of basic operator training, the
probationary employees were given training as operators. In-
gram was assigned to the “off-plot” area of the refinery. In
March 2002, Ingram finished his training as a loader. Ingram
qualified as both a loader and diesel loader. Ingram asked
Kelly Kendall, his leadman, based on having qualified as a
loader and diesel loader, whether he was entitled under the
collective-bargaining agreement to assistant operator II pay (a
premium over the pay of a loader). Kendall told Ingram that
this pay question was a “gray area” and that Ingram should
raise the question with Respondent’s management. Ingram
asked Wegers whether he qualified for assistant operator II pay
under the collective-bargaining agreement. Article 39 of the
collective-bargaining agreement states, “Assistant Operator will
be compensated at the entry rate until successfully qualifying
on one (1) Assistant Operator position, at which time he/she
will be awarded the Assistant Operator I rate. Successful quali-
fication on two (2) operator positions will result in the award of
the Assistant Operator II rate.” Wegers told Ingram that she
would check with Strachan because she was unsure herself.5
Shortly thereafter, David Schmidtz, Ingram’s immediate super-
visor, told Ingram that Ingram’s job was whatever Schmidtz
told him to do. Schmidtz said that if he wanted Ingram to per-
form diesel loader duties then that was part of Ingram’s job
duties. At the hearing, Respondent explained that the duties of
the diesel loader were encompassed in Ingram’s job as a loader.
Thus, Ingram was not entitled to assistant operator II pay. At
the hearing, Tim Murphy, Respondent’s production manager,
admitted that the training materials given to Ingram could rea-
sonably lead one to believe that loader and diesel loader were
two different jobs. Thus, Murphy admitted that Ingram’s ques-
tions about whether he was entitled to assistant operator II pay
were reasonable.
In February, Ingram informed Schmidtz, Strachan, and
Kendall that his wife Tanya Ingram was having complications
with the pregnancy of their second child and that he might need
to take time off with short notice. Ingram was told by fellow
employee Wendy Wampler that he might qualify for time off
under the Family Medical Leave Act (FMLA). Ingram sent
Strachan an e-mail questioning whether he was eligible for
leave under FMLA. Strachan did not respond to this e-mail.
5 I do not credit Wegers’ testimony that Ingram argued that he was
entitled to higher pay than the diesel loader. Wegers was not a credible
witness and seemed intent on mischaracterizing Ingram’s words and
conduct. For example, Wegers testified that Ingram was too quite and
shy to work at a refinery. In addition, Wegers criticized Ingram for
learning his training materials too quickly. I find Wegers was more
concerned about arguing Strachan’s case against Ingram than she was
interested in truthfully testifying as to the facts.
After not receiving a response, Ingram called Strachan.
Strachan told Ingram that the employee did not qualify for
FMLA leave and Ingram did not inquire about FMLA leave
again.
Thereafter, Wampler suggested to Ingram that he might qual-
ify for leave under the Washington State Family Care Sick
Leave Act (family care/sick leave). Ingram researched the
issue on the Internet and spoke with other employees, including
Rachelle Honeycutt, union vice president, Mike Brown, work-
ers committee member, Jeff Davis, and his father. Honeycutt
and Brown indicated to Ingram that the Union was interested in
supporting an employee request for leave under the State law.
After his research and discussions, Ingram reasonably believed
that he qualified for family care/sick leave under Washington
State law.
Thus, in early March, Ingram contacted Strachan to ask
whether he qualified for family care/sick leave. Strachan in-
formed Ingram that the employee did not qualify for family
care/sick leave and that Ingram would have to take vacation if
he needed time off because of his wife’s or baby’s medical
condition. Thereafter, Ingram asked Davis why he did not
qualify for family care/sick leave. Davis was unable to give
Ingram an answer. Thereafter, Davis contacted Strachan and
Strachan wrote Ingram an e-mail stating that Ingram was not
employed long enough to qualify for FMLA.
In early April, Ingram spoke with fellow employee Bob
Huntleigh about his request for family care/sick leave.
Huntleigh told Ingram that employees had problems in the past
getting time off to care for family members. Huntleigh told
Ingram that the Union was looking for a “test case” and en-
couraged Ingram to pursue his claim for family care/sick leave.
In the past, the Union had taken the position that under article I
of the collective-bargaining agreement, Respondent was re-
quired to grant benefits under Federal and State laws. The
Union’s position was that the Washington State family
care/sick leave applied to Respondent. Respondent took the
position that its sick leave policy did not fit the definition of an
accrued plan under the Washington State law. Strachan was
aware of the union position.
In early April, Dan Ingram gave Davis a printout from the
Washington State Department of Labor that arguably showed
that Brandon Ingram was eligible for leave under the Washing-
ton State law. Davis reported this incident to Strachan and
Strachan again wrote Ingram an e-mail stating that Ingram did
not qualify under the FMLA. Strachan also stated that Dan
Ingram had copied certain of Respondent’s policies from the
company intranet but that those policies were not effective until
January 2003.
On April 11, Tanya Ingram began having medical problems
and was hospitalized. Ingram was scheduled to work on April
12 through April 15. Ingram called in sick on April 12 and
again on April 13. On April 14, when Ingram attempted to take
vacation time to attend to his wife and child, he was told that
Respondent’s policy was that an employee could not take vaca-
tion immediately after taking sick leave. Ingram was told to
call his supervisor and he did. Schmidtz told Ingram to take the
time off and that they would straighten out the leave situation
later. On April 15, Ingram called Davis and asked whether he
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
922
had been charged with sick leave or vacation for April 14.
Davis answered that Ingram had been charged for vacation and
suggested that Ingram also take vacation for April 15. How-
ever, Davis mistakenly changed the sick days of April 12 and
13 to vacation. Later when this was brought to his attention on
April 19, Davis wrote Tim Murphy, production manager,
Brock, and Schmidtz and asked that April 12 and 13 be
changed back to sick days.
When Ingram next reported to work on April 19, he was told
by Supervisor Schmidtz that the sick days of April 12 and 13
had been changed to vacation days. Ingram then wrote an e-
mail to Strachan complaining that he had been charged for 4
vacation days. Ingram said that he had been sick and should
have been charged 2 sick days and 2 vacation days. Ingram
sent copies of this e-mail to Honeycutt and Davis. Ingram also
sent an e-mail to Davis in which he mentioned that he had filed
a claim against Respondent with the Washington State Depart-
ment of Labor.6 That same day, Ingram was called into a meet-
ing with Schmidtz and Bruce Brock, area superintendent, and
Schmidtz’ supervisor. Mike Brown, union workman committee
member, was present representing Ingram. Brock told Ingram
and Brown that this was not a disciplinary meeting. According
to Brock, Ingram had angered Strachan by pursuing a claim for
family care/sick leave. Brock told Ingram that he should bring
his questions or concerns to Brock and not contact Strachan.
Further, Brock told Ingram that he was to follow the vaca-
tion/sick leave dictated by Strachan and that he was to use the
chain of command and not to contact Strachan. Finally, Brock
declared that Ingram was a good employee and that Ingram
would have no troubles if he abided by the directions of this
meeting. As a result of Davis’ actions on April 19, Ingram was
charged for 2 days of sick leave and 2 days of vacation. Two
days later Schmidtz filled out a monthly evaluation form for
Ingram. Schmidtz stated, “Brandon is a hard worker. He sets
challenging goals for himself for each shift and usually accom-
plishes these goals.” Schmidtz further noted, “A meeting was
held with Brandon and the Area Supervisor, Bruce Brock to
remind him of the vacation/sick leave policy and use of the
chain of command.” Schmidtz went on to recommend that
Ingram be retained after his 6-month probationary period. In
his February review of Ingram, Schmidtz affirmed, “I think
Brandon will make a fine operator. I will be glad to have him
on my crew.” Similarly, in his March evaluation of Ingram,
Schmidtz confirmed, “He is a welcome member of my crew.”
In that March evaluation, Schmidtz noted, “Brandon has also
volunteered for the oil spill team.”7
On May 10, Ingram was discharged. The letter of termina-
tion states:
0 years.
6 Davis forwarded this e-mail to Murphy on April 24. Davis also no-
tified Strachan on April 24 that Ingram had filed a claim with the De-
partment of Labor.
7 At the hearing, Respondent suggested that Ingram worked overtime
and volunteered for the oil spill team for selfish reasons. This is an-
other example of the attempts to mischaracterize Ingram’s conduct.
Clearly, Respondent’s employees do not work for altruistic reasons.
Ingram’s volunteering for overtime and the oil spill team were seen as
positive attributes prior to the instant case.
During new hire orientation, as the schedule clerk was
informing you and other new hires about mandatory over-
time, you advised attendees that all an operator has to do
to avoid coming in for overtime is to tell the caller that
you have been drinking.
During the initial weeks of your probationary period,
you repeatedly deleted important e-mail without reading it.
You received a note from HR to discontinue this practice.
During Basic Operator Training with the training su-
pervisor, you openly disagreed with the PPE standard pre-
sented and advised the other attendees that a different
standard really existed. As a result, the training supervisor
had to cover the material again and inform the class that
you were mistaken.
On another occasion, you indicated to the training su-
pervisor that you should be paid Assistant Operator II pay,
because you perform more work than the diesel loader.
Had you taken the time to learn more about the facility and
workforce, you would have known that some employees
are working under ADA accommodations. And, you
would be aware of the requirements to qualify as an Assis-
tant Operator II.
You have indicated frustration with regard to the
Company’s time off policies, both through argumentative
discussions with Company personnel and in writing to the
Labor Relations Superintendent.
The termination letter was signed by Murphy and
Brock. Thereafter, on May 13, Davis notified Strachan,
Murphy and Kathleen Pennington, director of human re-
sources, that he was upset because Ingram had not made
the remark about avoiding mandatory overtime. Clearly,
Davis would not have risked Strachan’s antagonism if he
was not telling the truth. However, Strachan insisted that
Davis had told him that Ingram had made the remark
about avoiding overtime.8 Davis, knowing the truth, then
went to Pennington, Strachan’s supervisor, and told Pen-
nington that Ingram had not made the remark at issue.
Davis informed Pennington that the remark was made but
not by Ingram. Pennington said that she had to support
Strachan. Neither Strachan nor Pennington attempted to
find out who really made the offending remark.
While Respondent discharged Ingram at the end of his
probationary period it retained the four other probationary
employees in the class. Two of these employees had perform-
ance problems and had to be reassigned. In addition, one of
these two employees had “attitude” problems. Aside from
Ingram, Respondent has not discharged a probationary em-
ployee in over 1
Respondent’s Defense
Respondent argues that a refinery is inherently a dangerous
place and, therefore, safety is major concern. Certainly, there is
8 At the hearing, Brenda Hill testified that Davis identified Ingram as
the employee who suggested that drinking could be used as an excuse
to avoid mandatory overtime. Hill was not a credible witness. She
appeared intent on supporting Strachan and disparaging Ingram. She
did not appear to be a candid or truthful witness.
PHILLIPS PETROLEUM CO.
923
no doubt safety at the refinery is important to Respondent, its
employees and its neighbors. However, Respondent has not
shown any connection between the discharge of Ingram and
these serious safety concerns.
On April 9, Murphy notified Strachan, Brock and the super-
visors of the four other probationary employees that the end of
the probationary period was approaching. Murphy stated that
he wanted a thorough evaluation of the employees. He stated
that he did not want a poor operator or an operator with a poor
attitude to get through the probationary period. Strachan re-
sponded that there were negatives on three of the five proba-
tionary employees. According to Strachan one employee had
an attendance problem. Another employee was not learning his
operation and needed “an attitude adjustment.” Strachan stated,
“Brandon Ingram gives our Schedule Clerk fits because he is an
expert on the refinery already. So far he has not been right
about any of his assertions. Brings to mind the concept of the
apple not falling far from the tree. It is difficult to ascertain
how good his performance is from the interim appraisals I have
received thus far. It appears we have a definite budding atti-
tude problem here. Attitude is a large part of a good workplace
as we all know.”
As if there was any doubt that the “attitude” that Strachan re-
ferred to was Ingram’s attempts to obtain family care/sick
leave, Strachan resolved that doubt in an e-mail dated April 19
in which he attached Ingram’s e-mail complaining that he had
been charged with 4 vacation days and stated, “This further
demonstrates the attitude I am concerned about. It appears that
regardless of the governing rules, Mr. Ingram is still very vocal
about how he thinks things should be.” Brock stated that he
and Schmidtz would meet with Ingram and “nip this in the
bud.” Brock then held the meeting with Ingram in which he
told Ingram to accept Strachan’s position on family care/sick
leave and not to contact Strachan. Later that day, Strachan
wrote an e-mail in which he complained that Ingram had made
three attempts to get family care/sick leave. Strachan pointed
out to Brock and two other supervisors that Ingram “is trying to
get the Union involved already.”
On April 22, Strachan wrote Murphy and complained that
Ingram “is challenging us at every turn.” Strachan further de-
clared, “It throws up a huge red flag for me.” Murphy re-
sponded, “Regardless of work performance, I do not believe we
need a ‘political activist’ at work. I believe that we have a
generous system and malcontents tend to stay that way.”
Strachan replied that he had just learned that Ingram had filed a
claim against Respondent with the Washington State Depart-
ment of Labor.
At the hearing, Murphy testified that even though the letter
of termination lists Ingram’s efforts to obtain assistant operator
II pay under the contract and family care/sick leave under
Washington State law, it was the other three reasons that caused
the discharge. When confronted with the fact that those three
incidents occurred 5 months before the discharge, Murphy
pointed to the two reasons, assistant operator II pay and family
care/sick leave, as the trigger for the discharge. When con-
fronted with this inconsistency, Murphy testified that the assis-
tant operator II pay and family care/sick leave would not have
been enough for a discharge by themselves.9 When Brock
learned of the impending discharge of Ingram in late April, he
challenged Murphy on that decision. Allegedly, Murphy con-
vinced Brock that discharge was appropriate. I am not per-
suaded that Brock was in any position to argue against Murphy
and Strachan.
Respondent also produced Gary Goodman, refinery man-
ager, as a witness. Goodman testified that safety was a major
concern to him and Respondent. Goodman attempted to down-
play the references in the termination letter to Ingram’s at-
tempts to obtain assistant operator II pay under the contract and
family care/sick leave under the Washington State law. Good-
man testified that he focused on the other three items in the
termination letter. When confronted with the fact that those
incidents occurred 5 months prior to the discharge, Goodman
unbelievably contended that he didn’t know when they oc-
curred. It was clear from the face of the termination letter that,
even if these events occurred, they took place prior to January
3, 2002. Goodman admitted that in approving the discharge he
was really just relying on Murphy, his production manager.
Preliminary Conclusions
Pursuant to Section 7 of the Act, employees have the right to
engage in concerted activities for their mutual aid and protec-
tion. Accordingly, an employer may not, without violating Sec-
tion 8(a)(1) of the Act, discipline or otherwise threaten, re-
strain, or coerce employees because they engage in protected
concerted activities.
The Board has long held that employees who attempt to en-
force the provisions of a collective-bargaining agreement are
engaging in protected concerted activity. Interboro Contrac-
tors, Inc., 157 NLRB 1295, 1298 (1966), 388 F.2d 495 (2d Cir.
1967). The Supreme Court in NLRB v City Disposal Systems,
Inc., 465 U.S. 822, 830 (1984), discussing the Board’s Inter-
boro doctrine stated:
The Board’s Interboro doctrine . . . mitigates that inequality
throughout the duration of the employment relationship, and
is, therefore, fully consistent with congressional intent. More-
over, by applying Section 7 to the actions of individual em-
ployees invoking their right under a collective- bargaining
agreement, the Interboro doctrine preserves the integrity of
the entire collective-bargaining process, for by invoking a
right grounded in a collective-bargaining agreement, the em-
ployee makes that right a reality, and breathes life, not only
into the promises contained in the collective- bargaining
agreement, but also into the entire process envisioned by
Congress as the means by which to achieve industrial peace.
The Supreme Court reasoned that it would not make sense
“for a Union to negotiate a collective-bargaining agreement if
9 The demeanor of a witness may satisfy the trier of fact, not only
that the witness’ testimony is not true, but that the truth is the opposite
of his story; for the denial of one who has a motive to deny, may be
uttered with such hesitation, discomfort, arrogance, or defiance, as to
give assurance that he is fabricating, and that, if he is, there is no alter-
native but to assume the truth of what he denies. I find Murphy to be
such a witness. See NLRB v. Walton Mfg. Co., 369 U.S. 404, 408
(1962).
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
924
individual employees could not invoke the rights thereby cre-
ated against their employer.” City Disposal Systems, 465 U.S.
at 832. The Court further explained that when the employee
invoked a right grounded in the collective-bargaining agree-
ment, he was in effect reminding his employer that he and his
fellow employees, at the time their collective-bargaining
agreement was signed, had extracted a promise from [the Em-
ployer] that they would not be asked to drive unsafe trucks. A
lone employee’s invocation of a right grounded in his collec-
tive-bargaining agreement is, therefore, a concerted activity in a
very real sense.
As the Board stated in Lorac Construction Services, 318
NLRB 1034, 1035 (1995):
In City Disposal, the Supreme Court endorsed the Board’s In-
terboro doctrine, which recognizes that an employee’s hon-
est and reasonable invocation of a collectively bargained right
constitutes concerted activity, regardless of whether the em-
ployee turns out to have been correct in his belief that his right
was violated. Second, the Court recognized that although the
principal tool for invoking this right is the contract’s griev-
ance machinery, another legitimate tool is an employee’s
simple protest to the employer. Third, the Court concluded
that, in voicing a complaint, the complaining employee need
not explicitly refer to the collective-bargaining agreement as
the basis for the complaint, but that as long as the nature of the
employee’s complaint is reasonably clear to the person to
whom it is communicated, and the complaint does, in fact, re-
fer to a reasonably perceived violation of the collective-
bargaining agreement, the complaining employee is engaged
in the process of enforcing the agreement.
Ingram’s actions fall within City Disposal’s definition of
concerted activity. First Ingram raised an issue, which Murphy
conceded was reasonable, as to whether he was entitled to a
higher wage rate under the collective-bargaining agreement,
because he had been trained as a loader and a diesel loader.
Thus, the collective-bargaining agreement required the Re-
spondent to pay assistant operator II pay for an employee quali-
fied to perform at two positions. Ingram did not know that
Respondent considered the diesel loader position to be part of
the loader position. The written materials given to Ingram ap-
peared to indicate that these were separate positions. Ingram
inquired of his leadman whether he was entitled to a premium.
The leadman told Ingram to ask because he wouldn’t get any-
thing unless he tried. Ingram asked Wegers, the training super-
visor, who also did not know. Contrary to Respondent’s argu-
ments, Ingram politely asked whether he was entitled to a
higher pay rate and was told that he was not. Contrary to Re-
spondent’s arguments, Ingram did not denigrate the work of the
diesel loader.
The collective-bargaining agreement required the Respon-
dent to comply with State and Federal laws. There was a le-
gitimate question as to whether Ingram and other employees
were entitled to benefits under the Washington State Family
Leave Act. Other employees, including Wendy Wampler, Dan
Ingram, Mike Brown, union committee member, Rochelle
Honeycutt, union vice president, and Bob Huntleigh were also
interested in resolving this issue for bargaining unit employees.
Murphy’s labeling of Ingram as a “political activist” is an ad-
mission that Respondent knew that Ingram was acting concert-
edly in seeking benefits under family care/sick leave. Strachan
admitted that he knew that the Union was interested in obtain-
ing rights under the Washington State law. Strachan expressed
displeasure in the fact that Ingram sought to get the Union in-
volved.
Under City Disposal, Ingram did not have to be correct in his
position that there was a breach of the collective-bargaining
agreement; nor was it necessary for him to file a formal griev-
ance. The protection of the protected activity does not depend
upon the merit or lack of merit of the grievance. Skrl Die Cast-
ing, Inc., 222 NLRB 85, 89 (1976). Indeed, Ingram did not even
have to invoke a specific provision of the agreement in voicing
his complaints to the Respondent. Ingram merely had to hon-
estly and reasonably invoke collectively bargained rights.
Lorac Construction Services, 318 NLRB 1034, 1035 (1995).
This is what Ingram did, and Respondent marked him for dis-
charge for that reason.
Strachan’s e-mails reveal a belief that Ingram should not be
retained because Ingram questioned the company’s policies
about sick leave and was trying to get the Union involved. On
April 9, Strachan complained that Ingram had an attitude prob-
lem and attributed that problem to the fact that Ingram was the
son of Dan Ingram. Scrutiny of the evidence indicates that the
“attitude problem” was the attempt by Ingram to obtain leave
under the Washington State law and certain policies of Phillips
Petroleum. On the morning of April 19, Strachan complained
that Ingram was vocal about his attempts to obtain sick leave.
Strachan asserted that Ingram was “trying to get the Union
involved already.” In an April 19 e-mail Strachan gave In-
gram’s attempt to obtain family care/sick leave as an example
of what he meant by an attitude problem. Later that morning,
Strahan admitted that Ingram’s field performance was okay.10
However, Strachan believed that Ingram “failed miserably” at
accepting policy and direction. By “accepting policy and direc-
tion,” Strachan meant questioning Respondent’s leave policy.
On April 22 Strachan stated in an e-mail to Murphy, “this guy
is challenging us at every turn. It throws up a huge red flag for
me.” On April 24, Strachan informed Murphy and Pennington
that Ingram had filed a “complaint” with the Department of
Labor” concerning sick leave.
Murphy’s e-mails also indicate the intent to discharge In-
gram because of the employee’s protected concerted activities.
As indicated above, on April 23, Murphy wrote an e-mail stat-
ing in pertinent part, “Regardless of work performance, I do not
believe that we need a ‘political activist’ at work. I believe that
we have a generous system and that ‘malcontents’ tend to stay
that way.” There are a myriad of cases where code words and
phrases–most frequently, “troublemaker,” see, e.g., Kinder-Care
Learning Centers, 299 NLRB 1171, 1175 fn. 27 (1990); Oak
Ridge Hospital, 270 NLRB 918, 919 (1984), but also “attitude,”
see, e.g., Bronco Wine Co., 256 NLRB 53, 54 (1981), have been
held to be no more than euphemisms for union activist or sup-
10 In fact, the evaluations submitted by Ingram’s supervisor indicate
that Ingram’s performance was “good,” the second highest of five
possible ratings.
PHILLIPS PETROLEUM CO.
925
porter, and union activity. Here, Respondent used “attitude,”
“political activist” and “malcontent” as code words for Ingram’s
attempt to obtain family care/sick leave under the Washington
State law. Murphy’s “political activist” e-mail was in response to
Strachan’s statements, “this guy is challenging us at every turn.
It throws up a huge red flag for me.”
The letter of termination given to Ingram on May 10, 2002,
lists his attempts to obtain operator II pay and his attempts to
obtain family care/sick leave as the fourth and fifth reasons for
the discharge. Respondent’s witnesses attempted to downplay
the admissions contained in the letter of termination of May 10.
Scrutiny of the letter buttresses the General Counsel’s prima
facie case. The termination letter falsely accused Ingram of
claiming he was entitled to more pay than the diesel loader. It
stated, “Had you taken the time to learn more about the facility
and workforce . . . you would be aware of the requirements to
qualify as an assistant operator II.” In fact, Ingram had merely
asked whether under the contract he was entitled to assistant
operator II pay because he had qualified as a loader and diesel
loader. As mentioned above, Murphy conceded that Ingram’s
question was reasonable. Thus, this reason given to Ingram
establishes that he was discharged, at least in part, or engaging
in protected concerted activities. Having learned that such
activity was protected under the Act, Respondent’s witnesses
unconvincingly argued that this conduct played little or no part
in the decision to discharge Ingram.
The last, but most important item in the termination letter
stated, “you have indicated frustration with regard to the Com-
pany’s time off policies, both through argumentative discus-
sions with Company personnel and in writing to the Labor Re-
lations Superintendent.” This was, of course, the reason that
Ingram was discharged. He had persisted in seeking family
care/sick leave and had involved his father and the Union in his
effort. By doing so, he had angered Strachan and jeopardized
his employment. Astonishingly, Respondent’s witnesses at-
tempted to testify that this conduct played little or no part in the
decision to discharge Ingram.11 For example, Murphy testified
that Ingram was discharged because Respondent believed that
Ingram would not follow safety procedures. Then Murphy
testified that these matters were corrected. When asked what
Ingram had done after the alleged safety matters were cor-
rected, Murphy could only point to Ingram’s protected activity
in questioning whether he was entitled to operator II pay under
the contract and his attempt to claim family leave. Murphy had
previously testified that these matters were not a factor in the
discharge. When reminded that he had testified these matters
were not a factor in the discharge, Murphy answered that they
would not have been enough in themselves to justify discharge.
In Wright Line, 251 NLRB 1083 (1980), enfd. 662 F.2d 899
(1st Cir. 1981), cert. denied 455 U.S. 989 (1982), the Board
announced the following causation test in all cases alleging
violations of Section 8(a)(3) or violations of Section 8(a)(1)
turning on employer motivation. First, the General Counsel
must make a prima facie showing sufficient to support the in-
11 Ingram’s performance evaluation of April 21 also made reference
to Ingram’s request for family care leave and the fact that Ingram had
made such a request to Strachan.
ference that protected conduct was a “motivating factor” in the
employer’s decision. Upon such a showing, the burden shifts
to the employer to demonstrate that the same action would have
taken place even in the absence of the protected conduct. The
United States Supreme Court approved and adopted the
Board’s Wright Line test in NLRB v. Transportation Corp., 462
U.S. 393, 399–403 (1983). Respondent argues that Ingram
would have been discharged even in the absence of any pro-
tected activity.
As stated above, I find that General Counsel has made a
strong prima facie showing that Respondent was motivated by
unlawful considerations in discharging Ingram. Thus, the bur-
den shifts to Respondent to establish that the same action would
have taken place in the absence of Ingram’s protected concerted
activities. Respondent has not met its burden under Wright
Line.
Respondent contends that as a refinery, safety is its major
concern. There is no doubt that safety at the refinery is of the
ultimate importance. However, there is no connection between
Ingram’s discharge and safety. In Strachan’s e-mail of April 9,
2002, in which he lists the negatives of three employees, he
mentions Ingram’s attitude but does not mention any alleged
safety concerns. In an April 19 e-mail Strachan mentions In-
gram’s attempt to obtain vacation and sick leave as an example
of what he means by “attitude.” Strachan did not mention any
alleged safety concerns in that e-mail. In another April 19 e-
mail Strachan complains about Ingram’s attempts to get family
care leave and the fact that Ingram got the Union involved. The
alleged safety concerns are not mentioned in that e-mail. On
April 23, Murphy called Ingram a “political activist” and a
“malcontent” in response to an e-mail detailing Ingram’s at-
tempts to obtain family care leave. Again, there was no men-
tion of alleged safety issues. In an April 24 e-mail Strachan
complained about Ingram having gone to the Washington State
Department of Labor to seek family care leave. Safety is not
mentioned in that e-mail either. I do not find any merit in Re-
spondent’s argument that an employee seeking sick leave and
going to the Union and the Department of Labor creates safety
concerns to the refinery.
The true reasons for the vilification of Ingram appear to be
Strachan’s strong dislike of Dan Ingram and Brandon Ingram’s
attempts to obtain family care/sick leave. Respondent’s wit-
nesses were more concerned with supporting Strachan and
disparaging Ingram than they were in testifying truthfully. I do
not credit the testimony of Murphy and Goodman that the inci-
dents involving assistant operator II pay under the contract and
family care/sick leave were not significant factors in the dis-
charge. Their testimony was contradictory and unbelievable.
They embarrassed themselves in an attempt to support Strachan
and escape from damaging documentary evidence.
Respondent apparently contends that Murphy and Goodman
had no knowledge of Strachan’s false allegation that Ingram
told the other four probationary employees that they could
avoid overtime by claiming that they had been drinking. How-
ever, knowledge of a supervisor is properly attributable to an
employer. Ready Mixed Concrete Co., 317 NLRB 1140
(1995); Pinkerton’s Inc., 295 NLRB 538 (1989); and Colson
Equipment, 257 NLRB 78 (1981). I find that the knowledge of
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
926
Strachan is attributable to Murphy and Goodman. Further, I
find it irrelevant that Goodman may have had no unlawful mo-
tive. He approved the discharge pursuant to information re-
ceived from Murphy and Strachan. Under such circumstances,
the relevant motive would be that evidenced by Murphy’s and
Strachan’s words and conduct. As stated above I find Respon-
dent’s conduct to be motivated by a desire to keep Ingram from
concertedly complaining about terms and conditions of em-
ployment.
While Ingram did error in deleting e-mails on his third day of
employment, that error was immediately corrected. There were
no further incidents. Again, early in his training, Ingram asked
a question indicating a belief that hard hats were not necessary
in the dock area. However, the training officer quickly and
unequivocally set the record straight. Absent an attempt by
Strachan to justify the removal of Ingram, these minor incidents
would not have been mentioned again. Moreover, Respondent
had not previously discharged a probationary employee. Fi-
nally, on the same date that Respondent discharged Ingram, it
retained one employee with attitude and performance problems
and another employee with performance problems. Both of
these employees had to be reassigned. If safety concerns were
truly an issue, these two employees would have been consid-
ered greater safety risks than Ingram.
It is no defense that Respondent acted without union animus
or a willful intent to violate the Act. The law is well estab-
lished that when it is once made to appear from the primary
facts that an employer has engaged in conduct which operates
to interfere with an employee’s statutorily protected right, it is
immaterial that the employer was not motivated by antiunion
bias or ill intentions.” Fabric Services, 190 NLRB 540, 543
(1971). See also NLRB v. Burnup & Sims, Inc., 379 U.S. 21
(1964); and Time-O-Matic, Inc. v. NLRB, 264 F.2d 96 (7th Cir.
1959). The test is whether the employer engaged in conduct,
which, it may reasonably be said, tends to interfere with the
free exercise of employee rights under the Act. Continental
Chemical Co., 232 NLRB 705 (1977); and American Lumber
Sales, Inc., 229 NLRB 414 (1977).
To the extent that Respondent contends that Ingram was ar-
gumentative in pursuing assistant operator II pay and family
care/sick leave I find no merit in that contention. The Board
has held that grievance meetings are generally heated and emo-
tional and an employee’s outburst will be protected unless the
conduct is indefensible under the circumstances. See, e.g., Postal
Service v. NLRB, 652 F.2d 409 (5th Cir. 1981). See also Illinois
Bell Telephone Co., 259 NLRB 1240 (1982). Here, Respondent
does not contend, and there is no evidence to support a finding,
that Ingram engaged in insubordination or other indefensible con-
duct.
Where, as here, the General Counsel makes out a strong
prima facie case under Wright Line, the burden on Respondent
is substantial to overcome a finding of discrimination. Eddyleon
Chocolate Co., 301 NLRB 887, 890 (1991). In the instant case,
I find that Respondent’s defense established further evidence of
discrimination. Thus, I find that Respondent has failed to es-
tablish that Ingram would have been discharged absent his pro-
tected conduct. See Bronco Wine Co., 253 NLRB 53 (1981);
Hunter Douglas, Inc., 277 NLRB 1179 (1985).
CONCLUSIONS OF LAW
1. Respondent is an employer engaged in commerce within
the meaning of Section 2(2), (6), and (7) of the Act.
2. The Union is a labor organization within the meaning of
Section 2(5) of the Act.
3. By discharging employee Brandon Ingram because of his
protected concerted activities, Respondent violated Section
8(a)(1) of the Act.
4. The above unfair labor practices are unfair labor practices
affecting commerce within the meaning of Section 2(6) and (7)
of the Act.
REMEDY
Having found that Respondent engaged in unfair labor prac-
tices, I shall recommend that it be ordered to cease and desist
therefrom and that it take certain affirmative action to effectu-
ate the policies of the Act.
The Respondent having discriminatorily discharged Brandon
Ingram, it must offer him full and immediate reinstatement to
the position he would have held, but for his unlawful termina-
tion. Further, Respondent shall be directed to make Ingram
whole for any loss of earnings and other rights, benefits and
privileges, computed on a quarterly basis from date of dis-
charge to date of proper offer of reinstatement, less any net
interim earnings, as prescribed in F. W. Woolworth Co., 90
NLRB 289 (1950), plus interest as computed in New Horizons
for the Retarded, 283 NLRB 1173 (1987). See also Florida
Steel Corp., 231 NLRB 651 (1977), and Isis Plumbing Co., 139
NLRB 716 (1962).
Respondent shall also be required to remove any and all ref-
erences to its unlawful discharge of Ingram from its files and
notify Ingram in writing that this has been done and that the
unlawful discipline will not be the basis for any adverse action
against him in the future. Sterling Sugars, Inc., 261 NLRB 472
(1982).
On these findings of fact and conclusions of law and on the
entire record, I issue the following recommended12
ORDER
The Respondent, Conoco Phillips (formerly Phillips Petro-
leum Company), Ferndale, Washington, its officers, agents,
successors, and assigns, shall
1. Cease and desist from
(a) Discharging employees in order to discourage activities
protected by Section 7 of the Act.
(b) In any like or related manner interfere with, restrain, or
coerce employees in the exercise of the rights guaranteed them
by Section 7 of the Act.
2. Take the following affirmative action necessary to effec-
tuate the policies of the Act:
(a) Within 14 days from the date of this Order, offer Brandon
Ingram full reinstatement to his former job or, if that job no
12 All motions inconsistent with this recommended Order are de-
nied. In the event no exceptions are filed as provided by Sec. 102.46 of
the Board’s Rules and Regulations, the findings, conclusions, and rec-
ommended Order shall, as provided in Sec. 102.48 of the Rules, be
adopted by the Board and all objections to them shall be deemed
waived for all purposes.
PHILLIPS PETROLEUM CO.
927
longer exists, to a substantially equivalent position, without
prejudice to his seniority or any other rights or privileges previ-
ously enjoyed but for his unlawful discharge.
(b) Make Ingram whole for any loss of earnings and other
benefits suffered as a result of Respondent’ unlawful discharge
against him in the manner set forth in the remedy section of the
decision.
(c) Within 14 days from the date of this Order, remove from
its files any and all reference to the unlawful discharge of In-
gram and, within 3 days thereafter, notify him in writing that
this has been done and that the discharge will not be used
against him in any way.
(d) Preserve and, within 14 days of a request, or such addi-
tional time as the Regional Director may allow for good cause
shown, provide at a reasonable place designated by the Board
or its agents, all payroll records, social security payment re-
cords, timecards, personnel records and reports, and all other
records, including an electronic copy of the records if stored in
electronic form, necessary to analyze the amount of backpay
due under the terms of this Order.
(e) Within 14 days after service by the Region, post at its fa-
cilities in Ferndale, Washington, copies of the attached notice
marked “Appendix.”13 Copies of the notice, on forms provided
by the Regional Director for Region 19, after being signed by
Respondent’s authorized representative, shall be posted by
Respondent for 60 consecutive days in conspicuous places,
including all places where notices to employees are customarily
posted. Reasonable steps shall be taken by Respondent to en-
sure the notices are not altered, defaced or covered by other
material. In the event that, during the pendency of these pro-
ceedings, the Respondent has gone out of business or closed the
facilities involved in these proceedings, the Respondent shall
duplicate and mail, at its own expense, a copy of the attached
notice to all current employees and former employees em-
ployed by the Respondent at any time since May 10, 2002.
13 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.”
(f). Within 21 days after service by the Region, file with the
Regional Director, a sworn certification of a responsible official
on a form provided by the Region attesting to the steps that
Respondent has taken to comply.
APPENDIX
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 violated
Federal labor law and has ordered us to post and obey this no-
tice.
FEDERAL LAW GIVES YOU THE RIGHT TO
Form, join, or assist a union
Choose representatives to bargain with us on your be-
half
Act together with other employees for your benefit and
protection
Choose not to engage in any of these protected activi-
ties
WE WILL NOT discharge employees in order to discourage ac-
tivities protected by Section 7 of the Act.
WE WILL NOT in any like or related manner interfere with, re-
strain, or coerce employees in the exercise of the rights guaran-
teed them by Section 7 of the Act.
WE WILL offer reinstatement to Brandon Ingram to the posi-
tion he would have held, but for his unlawful discharge.
WE WILL make whole Brandon Ingram for any and all losses
incurred as a result of our unlawful discharge, with interest.
WE WILL remove from our files any and all references to the
unlawful discharge of Brandon Ingram and notify him in writ-
ing that this has been done and that the fact of this unlawful
discipline will not be used against him in any way.
CONOCO PHILLIPS COMPANY (FORMERLY PHILLIPS
PETROLEUM COMPANY)