349 NLRB 1327
Tower Industries, Inc. d/b/a Allied Mechanical
ALLIED MECHANICAL
349 NLRB No. 117
1327
Tower Industries, Inc. d/b/a Allied Mechanical and
United Steelworkers of America, AFL–CIO–
CLC.
Cases 31–CA–26605, 31–CA–26644, and
31–CA–26666
May 31, 2007
DECISION AND ORDER
BY CHAIRMAN BATTISTA AND MEMBERS SCHAUMBER
AND WALSH
On July 15, 2004, Administrative Law Judge Mary
Miller Cracraft issued the attached decision. The Gen-
eral Counsel and the Respondent each filed exceptions,
supporting briefs, and answering briefs. The Charging
Party filed an answering brief to the Respondent’s excep-
tions, and the Respondent filed a reply 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 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.2
I. INTRODUCTION
This case primarily involves the Respondent’s treat-
ment of Marcelo Pinheiro, a machinist at its Ontario,
California facility. We adopt without further comment
1 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.
We specifically affirm the judge’s demeanor-based credibility de-
termination concerning the testimony of employee Marcelo Pinheiro.
That determination is a sufficient basis for our findings of fact. There
is no requirement that there be a subexplanation of the demeanor-based
credibility resolution. See Atlantic Veal & Lamb, Inc., 342 NLRB 418,
420 (2004), enfd. mem. 156 Fed.Appx. 330 (D.C. Cir. 2005).
Because the judge did not give any reason for crediting employee
Marcelo Pinheiro’s version of Supervisor Miguel Sedano’s statement
concerning workplace rules, overtime, and seniority over Sedano’s
version of his statement, Member Schaumber finds that a blanket foot-
note statement such as that here (“Credibility resolutions have been
made based upon witness demeanor, the weight of respective evidence,
established or admitted facts, inherent probabilities, and reasonable
inferences drawn from the record as a whole. Testimony contrary to
my findings has been discredited on some occasions because it was in
conflict with credited testimony or documents or because it was inher-
ently incredible and unworthy of belief”) is insufficient. Member
Schaumber would remand the case to the judge for her to further elabo-
rate on the reasons for her findings. See his dissenting opinion in At-
lantic Veal, supra at 421–422.
2 There are no exceptions to the judge’s dismissal of the allegation
that the Respondent violated Sec. 8(a)(1) by implicitly threatening plant
relocation and implicitly inducing employees to forgo supporting the
Union.
the judge’s finding that the Respondent violated Section
8(a)(1) by telling Pinheiro that the Respondent would go
by the employee handbook regarding seniority because
of the Union’s organizing campaign and the Respon-
dent’s trouble with the Board, and violated Section
8(a)(1), (3), and (4) by disciplining employee Edwin
Shook. For the reasons stated in her decision as well as
the reasons stated here, we also agree with the judge that
the Respondent violated Section 8(a)(1), (3), and (4) by
denying Pinheiro’s request to transfer to the night shift.
We reverse, however, the judge’s findings that the Re-
spondent unlawfully denied Pinheiro overtime, issued
him a written disciplinary warning, and suspended and
discharged him.3
II. BACKGROUND—ALLIED MECHANICAL I
The Respondent manufactures prototype parts for the
aerospace and defense industries. It hired Pinheiro in
April 2002 for a night-shift machinist position. In Janu-
ary 2003,4 the Union filed a petition seeking to represent
a unit of production, maintenance, shipping and receiv-
ing employees, and programmers at the Respondent’s
facility. Pinheiro soon became an active union supporter.
He posted union literature, attended union meetings, and
distributed union fliers to employees and to his supervi-
sor, Miguel Sedano. Pinheiro also served as the Union’s
observer at the March 6 representation election.
On January 31, Pinheiro told Sedano and Supervisor
Eddie Rogers that he planned to file charges with the
Board over the selective removal of union fliers that Pin-
heiro had posted in areas where employees customarily
displayed nonwork-related notices.5 Several hours later,
the Respondent gave Pinheiro a written disciplinary
warning, allegedly for an error machining a part on Janu-
ary 28. On March 25, the Respondent issued Pinheiro a
second warning. After charges were filed and a com-
plaint issued, the Board ultimately found that the Re-
spondent violated Section 8(a)(1) by discriminatorily
enforcing its posting policy6 and violated Section 8(a)(3)
and (1) by issuing Pinheiro the two warnings. Allied
3 There are no exceptions to the judge’s dismissal of the allegation
that the Respondent violated Sec. 8(a)(1) by implicitly threatening plant
relocation and implicitly inducing employees to forgo supporting the
Union.
4 Unless stated otherwise, all dates occurred in 2003.
5 Sedano explained in his testimony in this case (Allied II) that he
told Pinheiro that the Respondent could do what it wished with the
union fliers.
6 This unlawful action also formed the basis for meritorious objec-
tions to the election held March 6. Allied Mechanical, Inc., 343 NLRB
631, 632 (2004) (Allied Mechanical I). Member Schaumber dissented
in Allied Mechanical I from the majority’s finding that the removal of
pro- and antiunion fliers from the Respondent’s restroom and tool crib
walls violated Sec. 8(a)(1) and constituted objectionable conduct.
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1328
Mechanical, Inc., 343 NLRB 631 (2004) (Allied Me-
chanical I).7
III. SUMMARY OF THE PRESENT CASE
The Respondent laid off Pinheiro on April 8, and re-
called him on July 23 to a day-shift “floater” position,
i.e., an employee who is not assigned to a specific ma-
chine but instead works on different machines as needed
when other employees are out or when “hot jobs” come
up. The Respondent told Pinheiro that the reason for the
recall was to “keep [Respondent] out of trouble” with the
Board.
Following his recall, Pinheiro requested a transfer to
the night-shift position he held prior to the layoff, operat-
ing the Respondent’s 5-Axis machine. The Respondent
denied his request, alleging problems in Pinheiro’s work
quality, and filled the vacancy with a new hire. Then, on
September 5, Pinheiro received a disciplinary warning
for asserted mistakes in work that he performed on Au-
gust 21, 27, and 28. During 5 of the 10 full weeks fol-
lowing his recall, the Respondent scheduled Pinheiro for
overtime work. During this same period, approximately
20 percent of Pinheiro’s coworkers received no sched-
uled overtime.
On October 3, a day on which he was scheduled to
work overtime, Pinheiro left without working the over-
time, mistakenly believing his schedule had been
changed. On October 6, Pinheiro confronted Sedano in
Sedano’s office over his belief that he had been denied
an overtime opportunity on October 3. Pinheiro asked
why another employee was doing work Pinheiro thought
he was scheduled to do. Sedano explained that, because
of “this union thing and . . . trouble with the Labor
Board, that now [Respondent is] going to have to start
going by the Employee Handbook” and award overtime
in accordance with seniority. In response, Pinheiro said
either, “suck d—k” or “suck my d—k.” In response, the
Respondent suspended Pinheiro on October 8 pending an
investigation, and discharged him on October 17 for in-
subordination.
IV. ANALYSIS
To establish a prima facie case of a violation under the
Board’s decision in Wright Line,8 the General Counsel
must establish that Pinheiro’s protected conduct was a
substantial or motivating factor in the Respondent’s ad-
verse employment actions. Manno Electric, 321 NLRB
7 There were no exceptions to the judge’s finding that the March 25
warning was unlawful. Allied Mechanical I, supra, 343 NLRB at 632
fn. 2.
8 251 NLRB 1083 (1980), enfd. 662 F.2d 899 (1st Cir. 1981), cert.
denied 455 U.S. 989 (1982), approved in Transportation Management
Corp., 462 U.S. 393, 399–403 (1983).
278, 281 (1996), affd. 127 F.3d 34 (5th Cir. 1997). If the
General Counsel makes the required initial showing, the
burden then shifts to the employer to prove, as an alter-
native defense, that it would have taken the same action
even in the absence of Pinheiro’s union activity. Id. at
280 fn. 12, 281.
We agree with the judge that the General Counsel met
his initial burden with respect to the Respondent’s refusal
to transfer Pinheiro to the night shift. We further as-
sume, for the purpose of deciding this case, that the Gen-
eral Counsel met his initial burden with respect to the
other challenged employment decisions involving Pin-
heiro, namely the disciplinary warning, denial of over-
time, suspension, and discharge.9
We turn now to
whether the Respondent carried its rebuttal burden re-
garding these employment actions.
A. Denial of Transfer to Night Shift10
The Respondent initially hired Pinheiro in April 2002
to work the evening shift on the 5-Axis and Toshiba ma-
chines. Following his lawful layoff in April 2003, Pin-
heiro was recalled in July 2003 to a “floater” position on
the day shift.11
Mark Slater, Respondent’s president,
testified that the Respondent recalled Pinheiro from lay-
off because Pinheiro was an active union supporter and
in order to keep Respondent “out of trouble.”12 In late
July or early August, Pinheiro asked Day-Shift Supervi-
sor Sedano to reassign Pinheiro to an opening for a 5-
Axis operator on the evening shift. Although Sedano
said he would “get back to” Pinheiro, he never did. Hav-
ing received no response from Sedano, Pinheiro repeated
his request to Production Manager Bechtol, emphasizing
that he was originally hired on the evening shift for the
5-Axis and would like to return to that assignment.
There is no evidence that Bechtol ever responded to Pin-
heiro’s request, even though the position had not been
filled, or that Bechtol expressed any concern regarding
Pinheiro’s ability to work on the 5-Axis.
A week later, Pinheiro learned that someone else had
been hired for the 5-Axis evening-shift position. Pin-
heiro expressed his disappointment to Slater, again em-
phasizing his relevant experience. Slater responded that
9 Member Schaumber finds no permissible inference of animus in
Respondent’s removal of the fliers that Pinheiro posted or in Sedano’s
comments that the Respondent could do what it wanted with the fliers.
See Allied Mechanical I, supra at 632 fn. 6.
10 Member Schaumber does not join this section of the decision.
11 As we have observed, a “floater” is expected to operate any ma-
chine, as needed, presumably including the Toshiba and 5-Axis. It is
unclear which machines Pinheiro operated while employed as a
“floater.”
12 In its brief in support of exceptions, the Respondent admits that
Allied “decided to recall [Pinheiro] to avoid the possibility of a new
unfair labor practice charge.” Br. at 7.
ALLIED MECHANICAL
1329
Pinheiro was “less trouble on the day shift.” When chal-
lenged by Pinheiro, Slater explained that by “less trou-
ble,” he meant that Pinheiro was more productive on the
day shift. Pinheiro replied, “I never had any bad produc-
tion on nights, I’ve never had any bad production reports
on nights.” Slater did not contest Pinheiro’s statement.
Pinheiro then accused Slater of keeping him on the day
shift to keep him “under [Slater’s] thumb” because of
Pinheiro’s union activity. There is no evidence that Sla-
ter responded or attempted to disabuse Pinheiro of that
opinion. Nor is there is evidence to corroborate Slater’s
claim that Pinheiro was more productive on the day shift.
To the contrary, the record shows that Pinheiro’s produc-
tion was not better on the day shift.13
Accordingly, a
reasonable inference is that Slater’s repeated use of the
term “trouble” to describe Pinheiro was, indeed, a refer-
ence to Pinheiro’s union activity, rather than to his pro-
ductivity.14
In light of these circumstances we find, and our dis-
senting colleague concedes, that the General Counsel met
his initial burden under Wright Line of establishing that
Pinheiro’s union activities were a motivating factor in the
Respondent’s decision to deny his transfer request. Re-
spondent’s knowledge of Pinheiro’s union activity and
its animus toward that activity were initially established
in a related case where the Board found that the Respon-
dent unlawfully disciplined Pinheiro on January 31 and
March 25 because of his union activities.15 We note also
that the Respondent recalled Pinheiro to the day shift in
order to avoid an unfair labor practice charge. However,
that surely does not establish that the Respondent ap-
13 Respondent says in its reply brief that Pinheiro was having trouble
with production after he was recalled to the day-shift “floater” position
because of the need to learn to operate new machines. Thus, it appears
that the Respondent assigned and maintained Pinheiro in the “floater”
position, knowing that there could be a decrease in his productivity, at
least while he was learning the new machines.
14 Our dissenting colleague says that Slater testified “more generally
that Pinheiro’s work quality was deficient.” However, as noted, Slater
actually used the term “trouble,” and when pressed, referred to Pin-
heiro’s alleged productivity problems. Of course, productivity is not
the same thing as quality. Shifting reasons are a further indicium of the
fact that Pinheiro’s “trouble” was his union activity.
15 Allied Mechanical I, supra. On January 31, Pinheiro asked Day-
Shift Supervisor Sedano and Night-Shift Supervisor Rogers not to
remove union posters from locations where postings were routinely
permitted. Sedano responded that the Respondent could do what it
wanted with the fliers. Later that day, the Respondent issued Pinheiro a
disciplinary action notice, assertedly because of a machining error.
Judge Lana Parke found that this reason was pretextual, particularly in
view of Sedano’s remark. The Board also affirmed Judge Parke’s
finding that the Respondent unlawfully disciplined Pinheiro on March
25, assertedly for “excessive discrepancies and quality problems within
a 6-month period.” The Board agreed that this reason, too, was pretex-
tual, and that the real reason or motive for both of the disciplinary
actions was animus to Pinheiro’s “vigorous support of the Union.”
proved of or condoned union activity. To the contrary, it
shows that Pinheiro’s union activity was never far from
the Respondent’s mind. The fact that the Respondent
was prepared to tolerate that union activity for a day-shift
job (under the Respondent’s thumb) does not establish
that it would treat him nondiscriminatorily on the issue
of transfer to the night-shift job.
Contrary to our dissenting colleague, and in agreement
with the judge, we further find that the Respondent has
not satisfied its Wright Line rebuttal burden. To establish
its Wright Line defense, the Respondent cannot simply
present a legitimate reason for its actions but must per-
suade that the same action would have taken place even
in the absence of the protected activity.16 This, we find,
the Respondent failed to do.
Our dissenting colleague asserts that the Respondent
did not transfer Pinheiro to the night-shift job because of
Pinheiro’s alleged difficulty in operating the 5-Axis ma-
chine. However, it is significant that the Respondent did
not give that as the reason for the failure to transfer Pin-
heiro. Rather, the Respondent told Pinheiro that he was
more productive on the day shift. However, we have
found no evidence to support that claim. More likely, the
Respondent was suggesting Pinheiro would do better
during the day because he could be watched more care-
fully during the day.
Further, even if we take into account the belated ex-
planation of poor performance on that machine, the ex-
planation does not withstand scrutiny. The evidence the
Respondent proffered regarding Pinheiro’s alleged diffi-
culty operating and performing on the 5-Axis is neither
clear nor persuasive. The judge found that the Respon-
dent’s managers agreed that Pinheiro could competently
operate the 5-Axis. The judge did not credit testimony
by Respondent’s witnesses Bechtol and Slater, on which
our dissenting colleague relies, regarding Pinheiro’s al-
legedly poor ability to operate the 5-Axis.17
The only
documentary evidence regarding Pinheiro’s work per-
formance before his layoff is his February 6 performance
review by Supervisor Eddie Rogers which, likewise,
does not specifically identify deficiencies in Pinheiro’s
5-Axis set-up work.18
Finally, the record is devoid of
16 W. F. Bolin Co., 311 NLRB 1118, 1119 (1993), rev. denied 70
F.3d 863 (6th Cir. 1995), enfd. mem. 99 F.3d 1139 (6th Cir. 1996).
17 Night-Shift Supervisor Sedano testified that he told Production
Manager Bechtol that Pinheiro “did not perform well” on the 5-Axis
before his layoff. Bechtol did not corroborate that testimony. Neither
manager, however, offered any specific examples or information about
Pinheiro’s purported difficulties in operating the 5-Axis.
18 Indeed, it was established in the related case that Rogers consid-
ered Pinheiro “a hard worker” and that Rogers “had no problem with
Pinheiro.” 343 NLRB 631, 637. Pinheiro received “good” ratings in 5
out of 8 performance factors, including “Quality.”
The review con-
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1330
disciplinary or other records showing a history of such
difficulties.
The circumstances surrounding the Respondent’s hir-
ing of Steven Butkus to fill the 5-Axis evening-shift po-
sition cast further doubt on the Respondent’s asserted
justification for not transferring Pinheiro to that position.
The Respondent contends that an important qualification
for the opening was “job-shop” experience doing set-up
work on the 5-Axis machine.19
According to Respon-
dent, it hired Butkus based on his experience working in
“job shops” similar to Respondent’s, and on Butkus’
representation during the interview that he had experi-
ence doing set-up work. Despite the importance Re-
spondent claimed to place on applicants’ job-shop and
set-up experience, there is no evidence that it made any
attempt to contact Butkus’ previous employers and con-
firm that he had the necessary experience and qualifica-
tions. Rather, Bechtol relied on his “general knowledge”
of shops in the area, and his “personal knowledge” of
companies listed on Butkus’ application.20
That Re-
spondent did so at some risk of hiring an unqualified
employee is borne out by the fact that Butkus proved
unable to do set-ups, and his work was slow. Indeed,
Respondent fired Butkus within weeks of hiring him.
The Respondent’s decision to offer employment to But-
kus in the absence of any confirmation that he had the
necessary, high-priority job-shop and set-up experience
tained the comment, “Overall quality has been good.”
He earned
“fair/good” rankings in 2 factors, including “Productivity.” His rating
for productivity was accompanied by a comment, “Has shown im-
provement.” He received a “poor” rating for “attitude” for “threatening
to fight one of his coworkers” who Pinheiro believed was spreading
false rumors about him.
In any case, we do not substitute our business judgment for that of
the Respondent, as our colleague contends. The issue before the Board
is not Pinheiro’s skill as an equipment operator. The issue is whether
the Respondent has satisfied its Wright Line burden to establish, by a
preponderance of the evidence, that it would not have transferred Pin-
heiro to the night shift even absent his union activity. To the extent that
the Respondent relies on Pinheiro’s purported lack of ability to work on
the 5-Axis, we simply find that the Respondent’s evidence on the point
is equivocal, at best, and insufficient to satisfy the Respondent’s evi-
dentiary burden.
19 According to the Respondent, job shops manufacture prototype
parts on a one-time basis. Thus, job-shop machinists frequently per-
form set-up work and gain greater experience and skill than production
shop machinists, who repeatedly manufacture the same part.
20 Butkus’ application listed three employers: Madden Machine,
Calcore Space, and Acromil Corporation. At the hearing, Bechtol
testified that he was unfamiliar with Madden. Bechtol testified, further,
that Calcore and Acromil were production shops, but noted that Calcore
did some small job-shop work. This testimony is contrary to Respon-
dent’s admission, in its brief to the Board, that “Allied was not familiar
with the employers.”
See Br. in Support of Exceptions, 9. Shifting
explanations of this type support an inference that the real reason for
the denial of the transfer is not among those the Respondent asserts.
Hahner, Foreman, & Harness, Inc., 343 NLRB 1423, 1425 (2004).
stands in stark contrast to its treatment of Pinheiro, who
had demonstrated his competence as a 5-Axis operator.
Our dissenting colleague notes that Butkus represented
on his application that he had prior experience in setting
up the 5-Axis machine. In light of the Respondent’s de-
fense herein, one would think that the Respondent would
be more interested in confirming the accuracy of Butkus’
claim and learning how well or poorly Butkus per-
formed. As noted above, there is no evidence that the
Respondent ever inquired or checked into this matter.21
In fact, the judge found that Butkus had no history of set-
up work on that machine, and the Respondent later dis-
charged Butkus because of his inability to perform the
work.
For all of these reasons, we disagree with our dissent-
ing colleague’s conclusion that the Respondent’s selec-
tion of Butkus over Pinheiro was a legitimate exercise of
its business judgment. In any event, the relevant inquiry
is not whether the Respondent might have had a reason-
able justification for the decision to hire Butkus. The
issue is whether the Respondent established that it would
have denied Pinheiro’s transfer request in the absence of
Pinheiro’s union activity. On the evidence before us, we
find that it did not. Accordingly, we adopt the judge’s
unfair labor practice finding.
B. Disciplinary Warning
The Respondent issued a disciplinary warning to Pin-
heiro on September 5, after he failed to properly machine
parts on three dates: August 21, 27, and 28. The judge
found that the Respondent failed to show that it would
have issued the discipline absent Pinheiro’s union activ-
ity. According to the judge, the Respondent’s reliance
on the August 21 and 28 incidents was pretextual be-
cause Pinheiro was not solely at fault for those errors.
Pinheiro admitted that the August 27 incident was his
fault, and the judge recognized that the Respondent could
issue disciplinary write ups for only one discrepancy.
Nevertheless, the judge found that the warning was un-
justified because “there [was] no evidence that [the inci-
dent] was of such a nature” as to warrant discipline. We
reverse.
It is undisputed that Pinheiro incorrectly machined the
parts cited in the warning. He was solely at fault for the
August 27 error and partly responsible for the errors that
occurred on August 21 and 28. The Respondent has im-
posed discipline on other employees with similar error
21 We recognize that there is no evidence in the record regarding
whether or not Respondent had a practice of checking the references of
employment applicants. However, our point is not that the Respondent
departed from any past practice when it hired Butkus. Our point is
simply that it hired an unknown person (without checking references)
over a current employee.
ALLIED MECHANICAL
1331
records. For example, the Respondent issued written
warnings based on one machining error to Erick Frank-
lin, John Lombardo, Brad Green, Juan Torres, Sergio
Barragan, and Vikas Sharma. Indeed, although not men-
tioned by the judge, the Respondent issued a warning to
Pinheiro on November 14, 2002, prior to any union ac-
tivity on his part, based on one error.
In Allied I, the Board found that the Respondent vio-
lated Section 8(a)(3) and (1) by issuing a warning to Pin-
heiro in January for failing to completely machine a part.
The part was passed by the Respondent’s inspector, who
thus was partly responsible for the error. However, that
error was easily corrected by placing the part back on the
machine, the Respondent failed to show that any other
machinist would have been disciplined for “so harmless
an error,” the inspector received only an oral reprimand,
and the discipline was imposed immediately after Pin-
heiro told supervisors that he planned to file charges with
the Board.22 The September 5 discipline, and the errors
on which it was based, differ. The discipline followed
Pinheiro’s having made three machining errors within a
7-day span. Thus, our finding that this discipline was
lawful is consistent with the Board’s findings in Allied I.
See also Desert Toyota, 346 NLRB 132, 135 (2005) (dis-
cipline nondiscriminatory where employee Pranske twice
engaged in similar misconduct in a short period of time).
C. Denial of Overtime
The Respondent assigned Pinheiro to 40-hour shifts
with no overtime for the first 3 weeks following his re-
call from layoff on July 23, but scheduled him for over-
time for 5 of the 7 remaining weeks of his employment.
The judge found that the Respondent discriminatorily
denied overtime to Pinheiro following his recall.23 The
judge found that the “vast majority of employees were
constantly scheduled for overtime.” The judge also cited
the experience of employee Rusalin Manea, who was
scheduled for overtime in the first 4 weeks following his
recall.24
In reversing, we assume arguendo that the General
Counsel has established a prima facie case.25 However,
22 The disciplinary warning issued to Pinheiro on March 25 was also
found unlawful by the judge in Allied Mechanical I, based on evidence
that the total cost to the Respondent of the underlying machining errors
was $100 and that one of the error reports was later withdrawn. There
were no exceptions to the finding that this discipline was unlawful.
23 Pinheiro testified that he repeatedly requested overtime from Se-
dano, but Sedano denied receiving such requests. The judge made no
specific credibility resolution concerning this conflicting testimony.
24 The exact date that the Respondent recalled Manea is not evident
from the record.
25 A finding of animus necessary to establish the prima facie case
would be based on Sedano’s explanation to Pinheiro (“this union thing
and . . . trouble with the Labor Board”).
the Respondent has shown that Pinheiro would have been
denied overtime even if he had not engaged in union ac-
tivity. The Respondent’s assignment of overtime to Pin-
heiro was consistent with its treatment of other employ-
ees. During each of the 10 full weeks between Pin-
heiro’s recall and his discharge, more than 20 percent of
unit employees received no scheduled overtime. In fault-
ing the Respondent for failing to offer Pinheiro overtime
immediately following his recall, the judge was requiring
the Respondent to treat him more favorably than his co-
workers. In fact, Pinheiro would reasonably be expected
to have worked less overtime than other employees, not
more. Other employees were assigned overtime when
the machine they operated was in high demand. On the
other hand, as a floater, Pinheiro’s overtime turned on
both overall workload and the absence of the person usu-
ally assigned to a particular machine.
Contrary to the judge, the fact that the Respondent
scheduled Manea to work overtime immediately after his
recall does not show disparate treatment. The Respon-
dent recalled Pinheiro weeks before Manea, whose ex-
perience in September says nothing about Pinheiro’s
experience in July. The Respondent offered comparable
overtime opportunities to the two employees during the 3
weeks after Manea’s recall and before Pinheiro’s suspen-
sion. Pinheiro worked overtime during 2 of those weeks
while Manea worked overtime in all 3. The difference of
1 week does not support an inference of disparate treat-
ment.
D. Suspension and Discharge
When Pinheiro reported on October 3 to work his
scheduled overtime, he asked Sedano where he was sup-
posed to work that day and Sedano told him to look at
the schedule. After checking a schedule, Pinheiro told
Sedano that he was not scheduled to work and would be
going home. Later, Sedano checked the document Pin-
heiro reviewed and saw that it was the schedule for the
wrong week; the week of October 6–10. He concluded
that Pinheiro had mistakenly gone home.
On October 6, not realizing that he had made a mis-
take, Pinheiro confronted Sedano in Sedano’s office to
complain about the lost overtime opportunity on October
3. Sedano explained that, because of “this union thing
and . . . trouble with the Labor Board, that now [Respon-
dent is] going to have to start going by the Employee
Handbook” and award overtime in accordance with sen-
iority.26
26 For the reasons stated above, Member Schaumber would remand
to the judge for further elaboration regarding her finding that this
statement violated Sec. 8(a)(1).
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1332
As mentioned above, Pinheiro responded to Sedano’s
statement by saying either “suck d—k” or “suck my
d—k” as he exited Sedano’s office. At least three em-
ployees were within hearing distance of the exchange. In
response, the Respondent suspended Pinheiro on October
8, pending an investigation. After completing its investi-
gation, the Respondent discharged him on October 17.
Pinheiro’s separation report read in pertinent part: “Ter-
mination—On 10/6/03 you cussed out your supervisor,
Miguel Sedano. This is considered an act of insubordi-
nation. Reference Employee Handbook pages 14–15.
You have a poor work record and this misconduct cannot
be tolerated.”
Contrary to the judge, we find that the Respondent es-
tablished that this outburst would have resulted in Pin-
heiro’s discharge even in the absence of his union activ-
ity. First, the handbook provisions cited in Pinheiro’s
separation report provide for disciplinary action up to
and including termination for rude treatment of employ-
ees and insubordination. Pinheiro’s conduct was inar-
guably rude and insubordinate and his discharge was
consistent with the Respondent’s disciplinary policy.27
Second, Pinheiro was lawfully cited for threatening a co-
worker in his February 6 performance review covering
the period September 3–December 2, 2002.28 His Octo-
ber outburst was thus a second offense. Third, the Re-
spondent discharged employee Martin in June for spit-
ting at and shouting obscenities at his supervisor. Pin-
heiro’s discharge was consistent with the Respondent’s
treatment of Martin.
In finding that the discharge was unlawful, the judge
concluded that the Respondent “has tolerated actions
similar to Pinheiro’s and worse.” We disagree. The Re-
spondent issued a warning to employee Viramontes for
shouting obscenities at his supervisor in December 2001,
and to employee Scott for altercations with another em-
ployee in 2003. In both cases, mitigating circumstances
justified the decision not to discharge the employees.29
27 See, e.g., George L. Mee Memorial Hospital, 348 NLRB 327, 333
(2006) (respondent lawfully refused to rehire employee who walked off
of the job in violation of policy requiring all employees to give 2
weeks’ notice); Krystal Enterprises, 345 NLRB 227, 228–229 (2005)
(discharge for sexual touching lawful where consistent with past prac-
tice and sexual harassment policy providing for discipline up to and
including discharge).
28 In Allied Mechanical I, the judge found that the performance re-
view was lawful and there were no exceptions to this finding. 343
NLRB 631, 631 fns. 2, 8, 10–11.
29 The Respondent reasonably believed that Viramontes’ supervisor
provoked the outburst, and Viramontes was a proficient and productive
welder. Pinheiro’s situation was different. Pinheiro initiated the con-
versation with Sedano on the mistaken belief that he had been denied
an overtime opportunity. As found above, the Respondent did not treat
Pinheiro disparately in the assignment of overtime. And although
No such mitigating circumstances were shown in the
case of Pinheiro. To the contrary, Pinheiro had been
cited for a similar offense in his February performance
review. Consequently, we find a discharge under these
circumstances was not discriminatory. See Desert Toy-
ota, supra.
In finding that the Respondent failed to meet its Wright
Line burden, our dissenting colleague maintains that the
reasons proffered by the Respondent for discharging
Pinheiro were not the real reasons for the discharge. In
so finding, the dissent fails to take the record into ac-
count. According to the dissent, the Respondent’s hand-
book policy was not a reason for the discharge. But the
policy, as discussed above, provided for termination of
rude and insubordinate employees.30
Moreover, the
separation report specifically cites to the handbook.
Our dissenting colleague also asserts that the Respon-
dent’s defense is undercut because the offenses commit-
ted by Martin, Viramontes, and Scott were qualitatively
different and considerably more egregious. Our col-
league is correct that all four men committed differing
offenses. But it is rare to find cases of previous disci-
pline that are “on all fours” with the case in question.
Unlike our dissenting colleague, we do not fault the Re-
spondent for being unable to show that it disciplined an
employee for saying “suck d—k” to a supervisor. The
standard of proof the Respondent must meet under
Wright Line is that of the preponderance of the evidence.
In the absence of countervailing evidence, such as that of
disparate treatment based on protected activity, the Re-
spondent met that standard by demonstrating that it has a
rule regarding insubordinate and rude behavior, that Pin-
heiro had previously violated that rule,31 and that the rule
Sedano and Pinheiro disagreed about the subject of overtime, there was
nothing confrontational in Sedano’s tone or behavior and he did not use
profanity with Pinheiro. Thus, Pinheiro’s outburst, in contrast to Vi-
ramontes’ outburst, was not provoked by any conduct on the part of a
supervisor. Scott also was not similarly situated to Pinheiro. His alter-
cations involved another employee, while Pinheiro’s misconduct was
aimed at a supervisor.
30 The dissent maintains that the suspension and discharge notices
rely solely on insubordination. However, the separation report refer-
ences pp. 14–15 of the employee handbook, which includes discipli-
nary action up to and including termination for “rude and discourteous
treatment of clients, business associates and fellow employees.” The
separation report also references Pinheiro’s poor work record. As
discussed above, Pinheiro’s poor work history was well documented.
31 Contrary to our dissenting colleague’s implication, absence of
formal discipline for Pinheiro’s earlier outburst does not demonstrate
that the Respondent disregarded the incident. Pinheiro was cited in his
performance review for “threaten[ing] to fight one of his coworkers.”
The review included a warning to tell management about his problems
with coworkers, rather than threaten anyone. And he ultimately re-
ceived a “poor” attitude rating based on his outburst.
ALLIED MECHANICAL
1333
had been applied to employees in the past. See Merillat
Industries, 307 NLRB 1301, 1303 (1992).32
AMENDED REMEDY
Having found that the Respondent violated Section
8(a)(3) and (1) of the Act by failing and refusing to trans-
fer employee Marcelo Pinheiro to the night-shift vacancy
on the 5-Axis machine, we shall order that the Respon-
dent cease and desist and take certain affirmative actions
designed to effectuate the policies of the Act. We shall
order the Respondent to make Pinheiro whole for any
loss of earnings and other benefits he suffered as a result
of the Respondent’s unlawful discrimination against him.
Backpay shall be computed as prescribed in Ogle Protec-
tion Service, 183 NLRB 682 (1970), enfd. 444 F.2d 502
(6th Cir. 1971). Interest shall be computed as provided
in New Horizons for the Retarded, 283 NLRB 1173
(1987).
ORDER
The National Labor Relations Board orders that Re-
spondent, Tower Industries, Inc. d/b/a Allied Mechani-
cal, Ontario, California, its officers, agents, successors,
and assigns, shall
1. Cease and desist from
(a) Telling its employees that its conduct was dis-
criminatorily motivated.
(b) Failing and refusing to transfer its employees be-
cause they engaged in union or other protected concerted
activities, or because they testified before the NLRB.
(c) Issuing written disciplinary notices to its employees
because they engaged in union or other protected con-
certed activities, or because they testified before the
NLRB.
(d) 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) Make Marcelo Pinheiro whole for any loss of earn-
ings and other benefits suffered as a result of the dis-
crimination against him, in the manner set forth in the
amended remedy section of this decision.
(b) Within 14 days from the date of this Order, remove
from its files any reference to Pinheiro’s unlawful denial
of transfer to the night shift and Edwin Shook’s written
disciplinary action, and within 3 days thereafter notify
the employees in writing that this has been done and that
the denial of Pinheiro’s transfer to the night shift and
32 See George L. Mee Memorial Hospital, supra at 333–334 (differ-
ences in circumstances between allegedly unlawful refusal to rehire and
past instance of refusal to rehire not fatal to respondent’s argument that
it consistently refused to rehire employees who quit without notice).
Shook’s written disciplinary action will not be used
against them 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 facility in Ontario, California, copies of the attached
notice marked “Appendix.”33
Copies of the notice, on
forms provided by the Regional Director for Region 31,
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 employees 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 August 15, 2003.
(e) 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 that the Respondent has taken to
comply.
MEMBER SCHAUMBER, dissenting in part.
I agree with my worthy colleagues on all issues except
with their finding that the Respondent violated Section
8(a)(1), (3), and (4) by refusing to transfer employee
Marcelo Pinheiro to a night-shift position operating its 5-
Axis machine. In my view, the relevant evidence estab-
lishes that the Respondent would have reached the same
decision even in the absence of Pinheiro’s union activity.
Accordingly, I respectfully dissent from this finding of a
violation.
The Respondent hired Pinheiro in April 2002 as a
night-shift 5-Axis machine operator. He testified that
“several months” after he was hired he was “taken off”
the 5-Axis machine and transferred to a Toshiba ma-
33 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.”
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1334
chine. In April 2003, he was laid off but recalled to a
floater position on the day shift on July 23, 2003.1 As a
floater, Pinheiro operated different machines on an as-
needed basis to fill in for vacationing employees and
when “hot jobs” came up.2
In early August, Pinheiro requested a transfer to a 5-
Axis operator position on the night shift. The Respon-
dent considered him for the position, but ultimately se-
lected someone else. Company President Mark Slater
met with Pinheiro to explain the decision. Slater told
Pinheiro that he was not selected to operate the 5-Axis
machine on the night shift because he was “less trouble”
on the day shift and that by “less trouble” he meant that
Pinheiro’s production was better on the day shift.
The Respondent hired a new employee, Steven Butkus,
for the position. Butkus was subsequently discharged
when the Respondent determined that he too had prob-
lems on the 5-Axis.
Insuring that the 5-Axis machine was competently op-
erated was important to the Respondent. It is more ex-
pensive to operate than Respondent’s other equipment
and has the unique capability to machine parts on five
rotary axes. The record evidence clearly shows that Pin-
heiro did not meet the Respondent’s standards as a 5-
Axis operator.
Machinists on the 5-Axis are responsible for setting up
the machine and then watching its operation to prevent
the machine’s drill from breaking. Slater testified that
Pinheiro had “several quality problems” operating the 5-
Axis machine. Supervisor Miguel Sedano explained that
one of Pinheiro’s problems was the manner in which he
did his set ups. He testified that Supervisor Eddie
Rogers complained that Pinheiro’s set-up ability “wasn’t
as expected.” Sedano said he told David Bechtol, the
Respondent’s production manager, that Pinheiro should
not be transferred to the night shift because Pinheiro did
not perform well on the 5-Axis prior to his layoff. Bech-
tol testified that Pinheiro was able to run the 5-Axis, but
that he was not able to set it up for proper operation. He
further testified that Pinheiro was not qualified to run the
5-Axis machine because of his problems operating that
machine prior to his lay off.
My colleagues say that the Respondent’s evidence of
Pinheiro’s problems on the 5-Axis machine is “neither
clear nor persuasive” because it did not offer “specific
examples or information.” I respectfully disagree. Se-
1 Unless stated otherwise, all dates occurred in 2003.
2 The Respondent’s production records show that Pinheiro did not
work on the 5-Axis machine after his recall. While Pinheiro testified
that he did, the judge did not credit this testimony. Thus, any implica-
tion in the majority decision that Pinheiro may have worked on the 5-
Axis machine in the day time upon his return is incorrect.
dano, Pinheiro’s immediate supervisor, testified that Pin-
heiro had a problem setting up the 5-Axis machine for
operation, and he testified further that Supervisor Eddie
Rogers made a similar complaint. Bechtol corroborated
that testimony. Not surprisingly, Company President
Slater testified more generally that Pinheiro’s work qual-
ity was deficient.3
The judge found that the “Respondent’s managers
generally testified” that “Pinheiro could competently
operate the 5-Axis.”4
Critically, however, she also ac-
knowledged that the managers “generally testified that”
Pinheiro “could not complete set up work for the ma-
chine.” The judge did not discredit that testimony, and it
fully supports the Respondent’s Wright Line defense.
Nonetheless, the judge found the Respondent’s reason
for not transferring Pinheiro to the night shift was “pre-
textual.” The sole basis for this conclusion is her finding
that Butkus, the employee hired instead of Pinheiro, “had
no history of set up on” the 5-Axis machine. However,
the record does not support this finding. Butkus repre-
sented on his application that he had 10-years experience
on the 5-Axis machine and Bechtol, who hired Butkus,
testified that Butkus told him that his prior experience
included setting up the machine. Thus, the record refutes
the judge’s finding that Butkus had no history of set-up
work, and her finding that the Respondent’s reason for
not transferring Pinheiro was pretextual is without merit.5
My colleagues argue that Pinheiro’s February 6 per-
formance review undercuts the Respondent’s defense
because it does not identify deficiencies in Pinheiro’s 5-
Axis set-up work. But there is also no evidence that Pin-
heiro was working on the 5-Axis machine during the
rating period. The performance review which describes
the overall quality of Pinheiro’s work as “good,” covers a
very limited period of time, 3 months out of the 13
months Pinheiro worked for the Respondent before his
layoff. In light of Pinheiro’s testimony that he was taken
off the 5-Axis machine “several months” after he was
hired in April 2002, 5 months before the ratings period
3 Pinheiro testified that he was an “A” machinist. He did not testify
to his ability to complete set ups on the 5-Axis.
As discussed above, Slater told Pinheiro that he was not selected for
the night-shift position because he was more productive on the day
shift. That explanation reasonably encompasses the deficiencies in the
quality of his work discussed above. Accordingly, I cannot agree with
the majority that Slater offered shifting reasons for not transferring
Pinheiro. Nor can I agree with the majority’s implication that the Re-
spondent’s quality concerns were pretextual because Slater did not
explicitly cite them during his conversation with Pinheiro.
4 This may have been an overstatement, since only Bechtol’s testi-
mony specifically supports that finding.
5 That Butkus was later discharged for poor performance is likewise
no basis for the judge’s rejection of the Respondent’s reason for failing
to transfer Pinheiro, as I explain below.
ALLIED MECHANICAL
1335
began, he more likely than not was not working on the
machine during the rating period.6
Contrary to the majority, the fact that Butkus failed to
meet the Respondent’s expectations does not establish
the Respondent’s defense as pretextual. Obviously, the
Respondent did not know Butkus’ work would fall below
expectations when it hired him. As discussed above, the
Respondent hired Butkus because he represented that he
had 10 years of experience operating a 5-Axis machine.
Pinheiro, in contrast, only operated the 5-Axis machine
for the Respondent for a few months and, according to
the Respondent’s witnesses, he was not very successful.
Butkus thus appeared to be a successful 5-Axis machine
operator, while the Respondent knew that Pinheiro was
not.
Similarly, Butkus’ subsequent discharge as a result of
his performance problems does not detract from the
strength of the Respondent’s rebuttal case. The Respon-
dent reasonably believed that Butkus was better qualified
than Pinheiro to operate the 5-Axis machine. “[T]he
crucial factor is not whether the business reasons cited by
[the employer] were good or bad, but whether they were
honestly invoked and were, in fact, the cause of the [de-
cision].” Ryder Distribution Resources, 311 NLRB 814,
816 (1993) (quoting NLRB v. Savoy Laundry, 327 F.2d
370, 371 (2d Cir. 1964), enfg. in part 137 NLRB 306
(1962)). The most that can be said is that neither Butkus
nor Pinheiro turned out to be qualified for the job.
Finally, the Respondent’s failure to contact Butkus’
prior employers to verify his qualifications does not
show that the Respondent’s concern about Pinheiro’s
lack of ability was pretextual. There was no evidence
that the Respondent’s usual practice was to check refer-
ences. While checking Butkus’ references would have
been a wiser course, it is well-settled that the Board will
not substitute its business judgment for that of the em-
ployer in evaluating whether conduct was unlawfully
motivated. Framan Mechanical, Inc., 343 NLRB 408,
413 (2004).
For the foregoing reasons, I find a preponderance of
the evidence establishes that the Respondent would not
have transferred Pinheiro even in the absence of his un-
ion activity.
MEMBER WALSH, dissenting in part.
I agree with the majority in all respects except for their
reversal of the judge’s finding that the Respondent dis-
criminatorily suspended and discharged Marcelo Pin-
6 A November 14, 2002 disciplinary action notice citing Pinheiro for
a machining error on the Toshiba machine indicates that he worked on
that machine for at least some part of the rating period covered by the
performance review.
heiro. In view of the Respondent’s labor record, its prior
treatment of Pinheiro, and the facts surrounding the sus-
pension and discharge, it is plain to me that the Respon-
dent seized on an unfortunate remark by Pinheiro, one
that the Respondent itself provoked, as an excuse to rid
itself of a union activist. My colleagues in the majority
go astray by confining their attention to the remark itself
and deeming it a dischargeable offense. In so doing, they
substitute their own judgment for the Respondent’s ac-
tual motivation. Accordingly, I dissent.
A. Background: The Respondents’ Unlawful Antiunion
Campaign and its Unlawful Treatment of Pinheiro
The facts of this case played out against the back-
ground set forth in Allied Mechanical I, 343 NLRB 631
(2004). In the first few months of 2003, the Respondent
unlawfully responded to a union organizing campaign by
engaging in a variety of unfair labor practices and by
committing objectionable conduct prior to the election.
The Respondent unlawfully disciplined three employees
and unlawfully discharged two of them. In addition, it
directed coercive statements to employees and discrimi-
natorily prohibited the posting of prounion literature.
Employee Marcelo Pinheiro was one of those directly
affected. An open supporter of the Union’s campaign,
Pinheiro received a written warning on January 31, 2003,
the month the Union filed its election petition, only hours
after he informed his supervisor that he would file Board
charges over the Respondent’s removal of lawfully
posted union fliers. The warning purported to address a
production error. On March 6, Pinheiro served as the
Union’s election observer. The Union lost, by a vote of
42 to 37; on March 13, it filed election objections alleg-
ing that the Respondent had engaged in misconduct. On
March 25, while the objections were pending, the Re-
spondent issued Pinheiro a second written warning, again
addressing “quality problems.” The Board found that
both warnings were pretextual, and were actually given
to Pinheiro on account of his union activity.
After being laid off from early April through late July,
Pinheiro returned as a floater on the day shift. Shortly
after his return, he told his supervisor, Sedano, that he
wished to be considered for the vacant position of 5-Axis
machine operator on the night shift. But, as the Board
finds today, the Respondent repeatedly frustrated Pin-
heiro’s efforts to land this assignment, in retaliation for
his union activities in general and for his service as the
Union’s election observer. Supervisor Sedano had told
Pinheiro in response to Pinheiro’s initial request for the
transfer that he would look into the matter and get back
to him. But Sedano never did get back to Pinheiro. In
early August, Pinheiro tried again, this time going up the
chain of command to ask Production Manager Dave
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1336
Bechtol for the transfer. Like Sedano, Bechtol told Pin-
heiro that he would look into the matter and get back to
him. And like Sedano, he never did.
Pinheiro then discovered on his own that the Respon-
dent had hired an outside applicant to fill the night-shift
position. (The Respondent, however, had made no effort
to determine whether the applicant could satisfactorily
perform the job. And as it turned out, he could not, and
was soon let go.)
After his discovery, Pinheiro met with Mark Slater, the
Respondent’s president, to express his disappointment
over not getting the night-shift job. Slater told Pinheiro
that Pinheiro was “less trouble” on the day shift. Pin-
heiro said that he thought that what Slater meant was that
Slater could keep Pinheiro under close observation on the
day shift. Slater did not respond.
B. The Suspension and Discharge
Allied Mechanical I was tried in September. Pinheiro
testified as a witness for the General Counsel against the
Respondent. The events that led to Pinheiro’s suspen-
sion and discharge occurred in early October.
On Friday, October 3, because of an error in reading
the work schedule, Pinheiro thought that the Respondent
had discriminated against him in the allocation of over-
time work. On Monday, October 6, Pinheiro approached
his supervisor, Sedano, in Sedano’s office, and asked
why it was that, “every time” that Pinheiro had a job as-
signment requiring overtime, he was taken off the job
and someone else received the overtime. Sedano replied
that the particular overtime work in question on October
3 had been reassigned from Pinheiro to another employee
on the basis of seniority. Pinheiro challenged that expla-
nation, asking Sedano, “Since when [has] seniority . . .
ever played any role in who you give overtime to in this
company?” Sedano replied, unlawfully (as the Board
finds today), that the Respondent would follow the em-
ployee handbook regarding seniority because of the Un-
ion’s organizing campaign and the Respondent’s trouble
with the National Labor Relations Board. Pinheiro knew
that Sedano’s excuse was false, because he knew (and
the record establishes) that there was nothing in the em-
ployee handbook about assigning overtime by seniority.
Pinheiro turned his back on Sedano, began to walk away,
and put his face in his hands. While still in Sedano’s
office, he said, “Suck d–k, what does a guy have to do to
get a fair shake around here.”1 The judge expressly cred-
ited Pinheiro’s testimony about the remark:
1 Although Pinheiro and employee Sergio Berragan (who overheard
the remark) testified that Pinheiro said “suck d–k,” Sedano testified that
Pinheiro said “suck d–k.” The judge found it unnecessary to resolve
this dispute; what she deemed important was “whether the remark was
made in anger directly to Sedano, or in frustration, as a comment re-
[It] was not a word that I told him to do anything. It’s
just I was disgusted . . . with the answer that he gave
me and it was like a frustration. You see, I was frus-
trated with everything, not getting any respect or . . .
being considered for anything. . . . [The remark] was
just to myself. It was like in a low tone of voice.
The judge also expressly credited Pinheiro’s account
of what happened next: Pinheiro returned to his work-
station. A few minutes later, Sedano approached him
and told him that Pinheiro had been very disrespectful in
directing that remark to him. Pinheiro told Sedano that
he had not done so, but rather had said “suck d–k” to
himself, in frustration. Pinheiro then told Sedano, “I
apologize for saying a bad word.”
Two days later, on October 8, the Respondent sus-
pended Pinheiro for his “actions and comments” towards
Sedano. On October 16, the Respondent discharged Pin-
heiro for “cuss[ing] out” Sedano, which it characterized
on the employee separation report as “an act of insubor-
dination.”2
C. The Judge’s Decision and Applicable Principles
Applying Wright Line,3 the judge found that a prepon-
derance of the credible evidence supported a finding that
the Respondent suspended and discharged Pinheiro be-
cause of his union and NLRB activity. The judge also
found that Pinheiro’s statement did not remove him from
the protection of the Act. In making those findings, the
judge observed that: the Respondent had knowledge of
Pinheiro’s union activity; the Respondent repeatedly
demonstrated animus, even in Sedano’s comments to
Pinheiro during their October 6 conversation; that the
discussion during that meeting pertained to wages, hours,
and working conditions; that Pinheiro uttered his remark
in frustration, not in anger; and that such language was
“clearly within the ambit of other profanity used on the
work floor by and to supervisors.”
In view of the credited evidence, I agree with that rea-
soning. It is important to remember that this case is not
about whether Pinheiro’s remark justified his discharge.
garding Pinheiro’s feelings.” In finding the latter, the judge expressly
credited the “convincing[]” testimony of Pinheiro and Berragan, and
expressly discredited the “vague” testimony of Sedano. Another em-
ployee, Milad Murad, testified that he did not hear the remark first-
hand, but that he heard Pinheiro tell other employees that he had said
“suck d–k.”
My use of the words “suck d–k” in this dissent is not
intended to resolve the credibility dispute over the words, but for con-
venience.
2 The Respondent’s employee handbook defines “insubordination”
as “unwillingness to submit to authority of a designated supervisor or
other management person.”
3 251 NLRB 1083 (1980), enfd. 662 F.2d 899 (1st Cir. 1981), cert.
denied 455 U.S. 989 (1982).
ALLIED MECHANICAL
1337
It goes without saying that, under the Act, an employer
may discharge an employee for good reason, bad reason,
or no reason at all so long as it is not for union or con-
certed protected activities. Ryder System, Inc., 302
NLRB 608 (1991); see Associated Press v. NLRB, 301
U.S. 103, 132 (1937). What is at issue here is not
whether the remark justified the Respondent in discharg-
ing Pinheiro, but whether it would have caused the dis-
charge even in the absence of his protected activities.
Hugh H. Wilson Corp. v. NLRB, 414 F.2d 1345, 1352 (3d
Cir. 1969) (“the policy and protection provided by the
National Labor Relations Act does not allow the em-
ployer to substitute ‘good’ reasons for ‘real’ reasons
when the purpose of the discharge is to retaliate for an
employee’s concerted activities”).4 I believe the majority
loses sight of that essential distinction.
D. The Respondent’s Defense
The majority assumes that the General Counsel met its
Wright Line burden of establishing that Pinheiro’s pro-
tected activity was a motivating factor in the Respon-
dent’s decision to discharge him. But, for a series of
reasons, it finds that the Respondent satisfied its burden
of showing that it would have suspended and discharged
Pinheiro for his conduct even in the absence of his pro-
tected activities. I disagree with each of those reasons.
First, my colleagues in the majority assert that Pin-
heiro’s discharge for “rude treatment of employees and
insubordination” was permissible under the rules set
forth in the Respondent’s employee handbook. But that
proves nothing. Again, the question is not whether the
Respondent had cause to discipline Pinheiro, but why it
did so. The language of the handbook does not advance
the majority’s argument.5
Second, my colleagues assert that, because Pinheiro
had previously received a warning for a dispute with a
coworker, “[h]is October outburst was a second offense.”
That claim is a make-weight, at best. Although Pinheiro
had received an annual review in 2002 that mentioned an
incident when he said that he would “kick [a coworker’s]
ass,” he had received no discipline for that statement.
And the Respondent made no mention of this alleged
4 See also W. F. Bolin, 311 NLRB 1118, 1119 (1993) (“An employer
cannot simply present a legitimate reason for its action but must [show]
that the same action would have taken place even in the absence of the
protected activity.”), petition for review denied 70 F.3d 863 (6th Cir.
1995), enfd. mem. 99 F.3d 1139 (6th Cir. 1996).
I find my colleagues’ reliance on George L. Mee Memorial Hospital,
348 NLRB 327 (2006), and Krystal Enterprises, 345 NLRB 227
(2005), to be unpersuasive for the reasons set forth in my partial dissent
in the former case and in Member Liebman’s partial dissent in the
latter.
5 In any event, the suspension and discharge notices make no refer-
ence to “rude” behavior; they rely solely on “insubordination.”
prior offense when it suspended or discharged Pinheiro,
even though the discharge form specifically provided for
the listing of prior misconduct and disciplinary action.
Thus, even if the earlier remark might have justified in-
creased punishment, the Respondent did not rely upon it.
Third, my colleagues assert that Pinheiro’s discharge
was consistent with discipline meted out to other em-
ployees. That assertion is simply false. The majority
relies on the discipline received, on various occasions, by
employees Martin, Viramontes, and Scott. Each of those
offenses, however, was qualitatively different and con-
siderably more egregious. In addition, and in spite of the
fact that their conduct was worse, two of those employ-
ees received lesser punishment.
The Respondent discharged employee Martin for spit-
ting at and shouting obscenities at his supervisor. The
Respondent’s own account of the incident was that Mar-
tin
[J]ust flew off the handle and started yelling and
screaming, in Eddie’s face, swearing at him, threaten-
ing him, spitting on him, calling him obscenities and
just, basically, went crazy.
Employee Viramontes was disciplined for saying “F–k
you. . . . F–k it, I’ll just go home,” to his supervisor
when the supervisor was attempting to give Viramontes a
work assignment. Viramontes was plainly addressing his
remark to the supervisor. The Respondent issued him a
warning letter.6
Employee Scott was given the choice of attending an-
ger management school or resigning after first getting
into a physical altercation with another employee and
then, 1 month later, attempting to choke him. The major-
ity’s explanation for his receiving more lenient treatment
than Pinheiro—that his conduct involved another em-
ployee, not his supervisor—simply does not ring true.
Finally, the majority does not dispute the judge’s find-
ing, based on the admission of the Respondent’s man-
agement, that the use of profanity was common among
both employees and supervisors.
By focusing their attention exclusively on Pinheiro’s
remark and ignoring the context, my colleagues conclude
that the Respondent established that it would have dis-
charged Pinheiro even in the absence of his protected
activity. For the reasons just discussed, I find that con-
clusion utterly unsupportable. Pinheiro may not have
6 The majority contends that Viramontes, unlike Pinheiro, avoided
discharge because the Respondent reasonably believed that his supervi-
sor had provoked his outburst. By advancing that argument, the major-
ity completely ignores the Respondent’s year-long unlawful treatment
of Pinheiro and, in particular, Sedano’s unlawful statement that trig-
gered Pinheiro’s remark.
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1338
been perfect, but the Respondent did not fire him for that
reason. Contrary to my colleagues’ assertion, I have in
fact considered the entire record, and such consideration
compels the conclusion that the Respondent acted in re-
sponse to Pinheiro’s protected activity and thereby vio-
lated the Act.7
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 vio-
lated Federal labor law and has ordered us to post and obey
this notice.
FEDERAL LAW GIVES YOU THE RIGHT TO
Form, join, or assist a union
Choose representatives to bargain with us on
your behalf
Act together with other employees for your bene-
fit and protection
Choose not to engage in any of these protected
activities.
WE WILL NOT tell you that our conduct was discrimina-
torily motivated.
7 Although the judge found that Pinheiro’s remark was uttered out of
frustration, she did not analyze his conduct under the case law protect-
ing otherwise unprotected employee conduct provoked by the em-
ployer. See, e.g., NLRB v. Vought Corp., 788 F.2d 1378, 1384 (8th Cir.
1986) (employee’s “remarks were unreasonably provoked by repeated
Company violations of his rights under the Act”) (collecting cases),
enfg. 273 NLRB 1290, 1295 fn. 31 (1984); NLRB v. Mueller Brass Co.,
501 F.2d 680 (5th Cir. 1974) (“An employer cannot provoke an em-
ployee to the point where she commits such an indiscretion as is shown
here and then rely on this to terminate her employment.”), enfg. 204
NLRB 617 (1973); NLRB v. M & B Headwear, Co., 349 F.2d 170, 174
(4th Cir. 1965) (“We in no way condone insubordination and in normal
situations it would be a justifiable ground for dismissal. But we cannot
disregard the fact that the unjust and discriminatory treatment of
Vaughan gave rise to the antagonistic environment in which these
remarks were made.”), enfg. 146 NLRB 1634 (1964); Caterpillar, Inc.,
322 NLRB 674, 678–679 (1996). Although I do not find it necessary to
rely on that line of authority, it lends strong support to the judge’s
conclusion that the Respondent’s suspension and discharge of Pinheiro
were unlawful. As shown above, Pinheiro was subjected to a pattern of
unjust and discriminatory treatment, up to and including Sedano’s
unlawful remark attributing Pinheiro’s failure to receive an overtime
assignment to the union campaign and the Respondent’s trouble with
the Board, matters in which Pinheiro played a leading role. The patent
falsity of Sedano’s claim of applying seniority in accord with the em-
ployee handbook would reasonably have led Pinheiro to conclude that
this was one more instance of his being singled out for discriminatory
treatment.
WE WILL NOT refuse to transfer you because you en-
gaged in union or other protected concerted activities, or
because you testified before the NLRB.
WE WILL NOT issue written disciplinary notices to you
because you engaged in union or other protected con-
certed activities, or because you testified before the
NLRB.
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.
WE WILL make Marcelo Pinheiro whole for any loss of
earnings and other benefits resulting from his denial of
transfer to the night shift, plus interest.
WE WILL, within 14 days from the date of this Order,
remove from our files any reference to the unlawful de-
nial of transfer to the night shift of Marcelo Pinheiro, and
the unlawful disciplinary notice to Edwin Shook, and WE
WILL, within 3 days thereafter, notify them in writing that
this has been done and that the unlawful denial of trans-
fer to the night shift will not be used against Pinheiro in
any way and that the unlawful disciplinary notice will
not be used against Shook in any way.
TOWER
INDUSTRIES,
INC.
D/B/A
ALLIED
MECHANICAL
Michelle Youtz Scannell, Esq., for the General Counsel.
Steven D. Atkinson, Esq., of Los Angeles, California, for the
Respondent.
Robert J. Stock, Esq., of Los Angeles, California, for the
Charging Party.
DECISION
STATEMENT OF THE CASE
Mary Miller Cracraft, Administrative Law Judge: At issue is
whether Tower Industries, Inc. d/b/a Allied Mechanical (Re-
spondent)1 violated Section 8(a)(1), (3), and (4) of the National
Labor Relations Act (the Act)2 by denying a transfer to the
night shift, issuing a written warning, denying overtime, sus-
pending, and discharging employee Marcello Pinheiro and by
issuing written discipline to employee Edwin Shook because
Pinheiro and Shook assisted United Steel Workers of America,
1 Although Respondent claimed at trial and in its brief that its correct
legal name was “Allied Mechanical, Inc.,” no documentary or testimo-
nial evidence was adduced to support this claim. Thus, Respondent’s
name will remain as set forth in the consolidated complaint.
2 Sec. 8(a)(1), 29 U.S.C. § 158(a)(1), provides that it shall be an un-
fair labor practice for an employer “to interfere with, restrain, or coerce
employees in the exercise of the rights guaranteed in section 7, “which
secures the rights of employees, inter alia, “to self-organization, to
form, join, or assist labor organizations, to bargain collectively . . .
[and] to refrain from any or all such activities.” Sec. 8(a)(3) provides,
inter alia, that discrimination which encourages or discourages mem-
bership in a labor organization is an unfair labor practice; and Sec.
8(a)(4) prohibits discharge or discrimination against an employee be-
cause he files charges or gives testimony under the Act.
ALLIED MECHANICAL
1339
AFL–CIO–CLC (the Union), and because Pinheiro and Shook
took part in a representation hearing and an unfair labor prac-
tice hearing before the NLRB. Also at issue are allegations that
Respondent violated Section 8(a)(1) of the Act by making an
implied threat of relocation and an implied inducement to
forego union support, and by telling an employee that its con-
duct was discriminatorily motivated.
On the entire record,3 including my observation of the de-
meanor of the witnesses,4 and after considering the briefs filed
by counsel for the General Counsel and counsel for the Re-
spondent, I make the following
FINDINGS OF FACT
I. JURISDICTION AND LABOR ORGANIZATION STATUS
Respondent is a California corporation engaged in manufac-
turing machined parts. It maintains its principal place of busi-
ness in Ontario, California. During calendar year 2003, Re-
spondent purchased and received goods, supplies, and materials
valued in excess of $50,000 directly from sources located out-
side the State of California. Respondent admits and I find that
it is an employer within the meaning of Section 2(2), (6), and
(7) of the Act. Respondent admits and I find that the Union is a
labor organization within the meaning of Section 2(5) of the
Act.
II. UNFAIR LABOR PRACTICES
A. Background
Respondent specializes in medium to large precision machin-
ing at its shop in Ontario, California. It also performs assembly
and fabrication. Richard Mark Slater (Slater) assumed the posi-
tion of president of Respondent on January 1, 2003. Prior to
that time, he served for 7 years as vice president and general
manager. Dave Bechtol is production manager. Miguel Se-
dano is day-shift supervisor. All are admitted to be supervisor
and agents within the meaning of Section 2(11) and (13) of the
Act.
On January 24, the Union filed a petition in Case 31–RC–
8202 seeking to represent a unit of employees as follows:
All full-time and regular part-time production, maintenance,
shipping and receiving employees and programmers em-
ployed by Respondent at its facility located at 1720 Bon
View, Ontario, California.
On March 6, an election was conducted among these em-
3 Trial was in Los Angeles, California, on April 12, 13, and 14,
2004. All charges were filed by the Union, as follows: The charge and
amended charge in Case 31–CA–26605 on December 11, 2003, and
January 5, 2004, respectively; the charge in Case 31–CA–26644 on
January 9, 2004; the charge in Case 31–CA–26666 on February 3,
2004. The consolidated complaint issued on February 24, 2004. All
dates are in 2003 unless otherwise specified.
4 Credibility resolutions have been made based on witness de-
meanor, the weight of respective evidence, established or admitted
facts, inherent probabilities, and reasonable inferences drawn from the
record as a whole. Testimony contrary to my findings has been dis-
credited on some occasions because it was in conflict with credited
testimony or documents or because it was inherently incredible and
unworthy of belief.
ployees. The tally of ballots indicated 37 votes in favor of rep-
resentation and 42 votes against representation. The Union’s
timely filed objections were consolidated with unfair labor
practice charges. On December 19, Administrative Law Judge
Lana H. Parke found that Respondent had committed various
unfair labor practices. Additionally, she sustained various of
the objections and, finally, she recommended a bargaining or-
der pursuant to NLRB v. Gissel Packing Co., 395 U.S. 575, 610
(1969). JD(SF)–93–03 at pp. 15–16. Judge Parke’s decision is
currently pending review before the NLRB on Respondent’s
exceptions to that decision.
B. Alleged Unlawful Activity Regarding Pinheiro
1. Pinheiro’s employment background and his union activity
Pinheiro began his employment with Respondent in roughly
April 2002 as a CNC (computer numeric control) mill machin-
ist. He worked on the night shift, operating a 5-Axis Cincinnati
and a Toshiba.
Pinheiro’s overall performance review for the period Sep-
tember 3 through December 2, 2002, was good. However, his
attitude was rated as “poor.” Pinheiro agreed that during this
review period, on one occasion, he told another employee that
he would “kick his ass” if the employee caused Pinheiro to lose
his job by reporting false information to management. This
incident was listed as the reason for the “poor” attitude rating.
Pinheiro was given this performance review in early February.
Regarding the event leading to the “poor” attitude rating, Re-
spondent’s president, Mark Slater, testified that he had been
told that Pinheiro threatened to kill another employee over an
unpaid debt. Slater determined to discharge Pinheiro due to
this event. However, his production manager and his program
manager begged Slater not to discharge Pinheiro because Re-
spondent would be unable to deliver badly needed parts to a
customer.
In any event, Pinheiro was not discharged in 2002 and in
January 2003, Pinheiro became a supporter of the Union. Pin-
heiro passed out union flyers from 5 to 6 a.m. in the driveway
shortly after the petition for representation was filed on January
24. In the course of this activity, Pinheiro gave a union flyer to
Day-Shift Supervisor Miguel Sedano, the man who hired Pin-
heiro.
In addition, Pinheiro spoke to Eddie Rogers, night-shift su-
pervisor, in January. Pinheiro told Rogers that he was engaged
in the union campaign but intended to conduct himself in a
professional manner. Rogers indicated that he had no problem
with Pinheiro and said he was a good worker.
2. Matters presented to Judge Parke
Pinheiro placed union leaflets on the wall by the supervisor’s
window where other flyers were customarily posted and by the
bathroom wall and on the tool crib window. Other flyers were
posted in these areas advertising videotapes for sale, computers
for sale, hockey tickets for sale, and similar items. Pinheiro
noticed that the flyers were always taken down. Pinheiro spoke
to both Rogers and Sedano on January 31, and asked them to
leave the union flyers posted. Pinheiro threatened that he
would have to “put a charge on Sedano” for tearing down the
flyers. Sedano opined that the flyers were posted on private
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1340
property and Respondent could do whatever it wanted to do on
private property. Sedano agreed. He testified that his position
to Pinheiro was that he believed the company could do what it
wished with the union flyers. This evidence warrants a finding
that Respondent harbored animus to the employees’ union ef-
forts and specifically to Pinheiro’s union activity.5
All parties agree that a discrepancy report is created for any
error made while machining a part. Discrepancy reports do not
always reflect machinist error.
Before removing a part from the machine table, each ma-
chinist must determine that the piece is completely machined
and then must call an inspector to certify that the part has been
made as specified. On January 28, before removing a part from
the Toshiba table, Pinheiro inspected it and thought it was com-
pleted. He then called inspector Jerry Belton to inspect the
part. Belton certified that the part was completely machined.
Then Pinheiro removed the part from the machine table.
On January 31, a few hours after Pinheiro had spoken with
Sedano and Rogers about removal of union flyers, Pinheiro was
called back to Sedano’s office. Inspector Belton was present.
Pinheiro was given a disciplinary action notice for removing
the part on January 28 without completing serration on one of
the seal faces. Pinheiro agreed that one of the faces was miss-
ing the required serrations. Belton admitted to Sedano that he
“bought off the part.” Belton was given a verbal warning, ac-
cording to Sedano.
The defective part was returned to Pinheiro, he reloaded it on
the table, and machined the missing feature. The part was not
scrapped and Respondent did not miss the required time targets
for that job. Production Manager Dave Bechtol testified that he
recommended that Pinheiro be disciplined for this incident
because additional time to load, unload, and clean the machine
was involved. This could have been an additional 4 hours to
reload and 3 to 4 hours to take the part off and clean the ma-
chine at a cost of $75 per hour. However, these figures were
not actual but conjectured. The actual time it took to rectify the
missing serration is not present in the record.
This evidence supports a finding that Respondent harbored
animus to Pinheiro’s union activities. Given Pinheiro’s open
and active union support, Respondent’s animus toward Pin-
heiro’s union activity, the timing of issuance of this disciplinary
action notice to Pinheiro just after he challenged Respondent’s
removal of union flyers, and failure to accord the same disci-
pline to the inspector, I find that this disciplinary report was not
issued because of the error but because of Pinheiro’s support
for the Union.6
Pinheiro served as an observer for the Union during both ses-
sions of the March 6 election proceeding. On March 25, Pin-
heiro was called into the office of Production Manager Dave
Bechtol and given a disciplinary action notice for excessive
discrepancies and quality problems within a 6-month period.
Production Manager Dave Bechtol ordered the write up due to
5 Judge Parke found that Respondent’s removal of union flyers vio-
lated Sec. 8(a)(1) of the Act. JD(SF)–3–03.
6 Judge Parke found that this disciplinary action notice was given to
Pinheiro not because of the error but because of Pinheiro’s vigorous
support of the Union JD(SF)–3–03 at p. 13.
the quantity of discrepancy reports and so that Pinheiro would
understand that he needed to do a better job. The jobs refer-
enced in the disciplinary action notice were numbers 6864 on
February 14, 6907 on March 14, and 6914 on March 19. One
of these discrepancies was later withdrawn after Bechtol inves-
tigated the matter. However, the disciplinary action notice was
not withdrawn. Once again, this evidence supports a finding of
animus toward Pinheiro and his union activity.7
Pinheiro was laid off on April 8, 2003, and, based on Re-
spondent’s records, recalled on July 23, 2003, to work on the
day shift as a floater. Respondent’s president Mark Slater testi-
fied that employees who are laid off are not automatically sub-
ject to recall. However, Pinheiro was recalled from this layoff
because he was an active union supporter and Slater felt that
Pinheiro and other active union supporters should be recalled
from layoff “to keep our self out of trouble.”8
3. Denial of transfer to the night shift
a. Facts
Following his recall, Pinheiro testified that he initially
worked on a Cincinnati 5-Axis to replace Cedric Parlow, an
operator who was on vacation for 2 weeks. Respondent’s re-
cords contradict Pinheiro’s assertion. These records indicate
that Pinheiro worked on other machines when recalled. Pin-
heiro explained that such record discrepancies exist because
sometimes a supervisor instructs the employee to log onto one
machine but work on another. In any event, both the records
and Pinheiro agree that he was shifted from machine-to-
machine on the day shift, as needed. Production Manager Dave
Bechtol told Pinheiro that he wanted him in the floater position
because he felt Pinheiro was doing well in that position. Bech-
tol testified that he needed someone he could move around
when people were on vacation or when hot jobs came up.
In late July or early August, Pinheiro learned that there was
an opening on the evening shift on the Cincinnati 5-Axis. Pin-
heiro spoke initially to Miguel Sedano, his supervisor, and told
Sedano that he wanted to be considered for the evening-shift
position on the 5-Axis. Sedano said he would check on the
matter and get back to Pinheiro. When Sedano did not report
any news to Pinheiro, Pinheiro met with Production Manager
Dave Bechtol in early August. Pinheiro told Bechtol that be-
cause he was originally hired on the evening shift for the 5-
Axis, he would like to be considered for that vacancy. Ed
Shook, at that time a maintenance mechanic, accompanied
Pinheiro to this meeting with Bechtol. Bechtol said he would
look into the matter and get back to Pinheiro.
Bechtol thought he spoke with Pinheiro about the night shift
after someone had already been hired on the night shift. Bech-
tol believed he simply told Pinheiro that there were no open-
ings. I credit Pinheiro and Shook that the conversation oc-
curred prior to Respondent’s filling the night-shift position.
7 Judge Parke found that the March 25 disciplinary action notice was
given for pretextual reasons and that, in fact, the discipline was im-
posed because of Pinheiro’s union activity. JD(SF)–93–03 at p. 14.
8 Judge Parke found that Pinheiro’s selection for layoff was not in
retaliation for his union activities. JD(SF)–93–03 at p. 14. It is unnec-
essary for me to make a determination regarding this event.
ALLIED MECHANICAL
1341
The new hire first appeared on the payroll during the week of
September 2. Moreover, Bechtol was not certain that the con-
versation was after filling the position or before filling it. Pin-
heiro and Shook were certain there was still a vacancy pending
at the time of the conversation and both recalled the conversa-
tion in early August. I credit Pinheiro and Shook because of
the certainty of their testimony and because the matter was
certainly of more importance to them. Moreover, I note that
Shook is currently a member of management but corroborated
Pinheiro’s version of the conversation.
About a week after his conversation with Bechtol, Pinheiro
heard that someone else had been hired for the 5-Axis on eve-
ning shift. Pinheiro met with President Mark Slater and told
Slater that he was disappointed that he had not been considered
for the evening-shift 5-Axis position. Pinheiro emphasized that
he had the required experience. Slater responded, according to
Pinheiro, that Pinheiro was less trouble on the day shift. Pin-
heiro asked Slater to define “trouble.” Slater responded that
Pinheiro was more productive on day shift. Pinheiro argued
that he never had any bad production reports on the evening
shift. Pinheiro opined that Slater was just keeping him on day
shift to keep him “under his thumb” and thought this was due to
Pinheiro’s union activity.
According to Slater, the meeting proceeded differently. Pin-
heiro came into Slater’s office and stated that he wanted to go
onto the night shift and run the 5-Axis. Slater told Pinheiro that
Respondent had already hired someone else. Slater discussed
Pinheiro staying on the day shift as a floater and Pinheiro
agreed that he liked the day shift and “that worked for him.”
Slater also told Pinheiro that he would keep his desire to return
to the night shift in mind if anything else opened up. Slater
further recalled telling Pinheiro that he had been recalled to the
day shift because he had a poor quality record and could use the
extra support from the day shift. Based upon their relative
demeanors, where their recollections are in conflict, I credit
Pinheiro’s version of this conversation.
b. Analysis
In all cases turning on employer motivation, causation is de-
termined pursuant to Wright Line, 251 NLRB 1083 (1980),
enfd. 662 F.2d 899 (lst Cir. 1981), cert. denied 455 U.S. 989
(1982). Initially, the General Counsel must prove, by a pre-
ponderance of the evidence, that protected conduct was a “mo-
tivating factor” in the employer’s decision. To establish this,
the General Counsel must adduce evidence of protected activ-
ity, Respondent’s knowledge of the protected activity, Respon-
dent’s animus toward the protected activity, and a link or nexus
between the protected activity and the adverse employment
action. Farmer Bros. Co., 303 NLRB 638, 649 (1991). If the
General Counsel makes this initial showing, the burden shifts to
the employer to demonstrate that the same action would have
taken place even in the absence of the employee’s union activ-
ity. American Gardens Management Co., 338 NLRB 644, 645
(2002), citing Taylor & Gaskin, Inc., 277 NLRB 563 fn.2
(1985), both incorporating Wright Line, supra.
Certainly, the General Counsel has shown that Pinheiro was
actively involved in union activity, that Respondent was aware
of Pinheiro’s union activity, and that Respondent harbored
animus toward Pinheiro’s union activity.9 Evidence of animus
is established by Sedano telling Pinheiro Respondent could do
whatever it wanted with the union flyers, and Respondent’s
discriminatorily issued written disciplinary reports to Pinheiro.
A link or nexus between Pinheiro’s union activity and denial of
transfer to the night shift also exists. For instance, President
Slater testified that Pinheiro was recalled from lay off simply to
keep Respondent out of further litigation. Similarly, I have
found that Slater told Pinheiro that Pinheiro was less trouble on
the day shift. Having found that the General Counsel estab-
lished that Pinheiro’s union activity was a motivating factor in
Respondent’s refusal to transfer Pinheiro to the night shift,
Respondent must demonstrate that the same action would have
taken place even in the absence of Pinheiro’s union activity,
including his testimony before the NLRB.
Initially, I note that Night-Shift Supervisor Sedano testified
that he told Production Manager Bechtol that Pinheiro should
not be transferred to the night shift because Pinheiro did not
perform well on the 5-Axis prior to his lay off. Bechtol did not
specifically corroborate this testimony. However, Respon-
dent’s managers generally testified that although Pinheiro could
competently operate the 5-Axis, he could not complete set up
work for the machine. This was the reason he was not trans-
ferred to the night shift to run the 5-Axis. Nevertheless, Re-
spondent hired a machinist to run the 5-Axis on night shift who
had no history of set up on that machine and he was discharged
for inability to perform the set-up work. Accordingly, the rea-
son for denying Pinheiro the night shift is pretextual. Based
upon this evidence, I find that Respondent’s denial of transfer
to the night shift would not have occurred in the absence of
Pinheiro’s union and NLRB activity. A preponderance of the
credible evidence supports a finding that by denying Pinheiro a
transfer to the night shift, Respondent violated Section 8(a)(1),
(3), and (4) of the Act.
4. Written discipline
a. Facts
On September 5, Pinheiro received a disciplinary write up
for three discrepancy reports. The first discrepancy, according
to Pinheiro, was for placing an extra “spot” on a part. The re-
port states there was an extra “hole.” In any event, Pinheiro
explained that on August 21, he programmed the new rotary
index table incorrectly. Nevertheless, his supervisor approved
his program. While spotting the second hole, Pinheiro realized
that the program was incorrect because the machine automati-
cally used decimal points while his program did not. Pinheiro
stopped the machine and called this to his supervisor’s atten-
tion, made the correction, and completed the part. The discrep-
ancy report also contains a notation that Pinheiro has been in-
structed to spot at a depth of .020 inches. Pinheiro stated that
this instruction was not on the discrepancy report when he saw
it and his spot was deeper than .020 inches.
The second discrepancy report was for a job run on August
9 Any reference to documents not in the record will be disregarded.
General Counsel’s motion to strike Respondent’s brief is granted.
Moreover, no adverse inference may be drawn by Pinheiro’s voluntary
production of a notebook 1 day later than he had promised.
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1342
27. Pinheiro agreed that he made a mistake that day. He signed
the discrepancy report. The third discrepancy report was for a
job on August 28. Pinheiro explained that on that day he took
his part, an end cap, to the office and requested that the proper
program for that part be routed to his machine. The wrong
program was sent and Pinheiro did not discover the problem
until the part was completed. According to Pinheiro, it was not
possible to know whether the correct program was sent until
after the part was completed. Respondent did not dispute this.
Discrepancy reports are completed each time there is a de-
viation from customer specifications. The fact that a discrep-
ancy report is written does not automatically mean there has
been an error by the machinist. Marisela Rodriguez, human
resources administrator,10 explained that there are no hard and
fast rules regarding the number of discrepancy reports an em-
ployee must get before he receives a writeup. Similarly, there
are no “rules of thumb” regarding how many writeups an em-
ployee may receive before being terminated. In the case of the
discrepancy reports supporting the September 5 writeup, Pin-
heiro believed that the first and third reports cited mistakes not
attributable to him. At the meeting with Bechtol on September
5, Pinheiro accused Bechtol of trying to build a file to justify
his discharge because of his union activity. Bechtol protested
that he was simply trying to eliminate mistakes. President Sla-
ter testified that he recommended this disciplinary action notice
because Pinheiro’s quality was atrocious.
b. Analysis
Given Pinheiro’s union activity, Respondent’s knowledge of
the activity, and animus toward the activity, the first three ele-
ments of the Wright Line analysis are satisfied. I find a link or
nexus between the activity, knowledge, and animus, on the one
hand, and the issuance of the disciplinary action notice, on the
other hand, based on the pretextual nature of the stated reasons
for the discipline. Thus, both Pinheiro and Sedano were at fault
in the programming of the rotary index table. Pinheiro had
never programmed this machine before and consulted with his
supervisor before operating the machine. Similarly, Pinheiro
requested the correct program for the end cap but received a
different program. Both he and the programmer were at fault.
Although Respondent may issue disciplinary action reports for
only one discrepancy, there is no evidence that the remaining
discrepancy of August 27 was of such a nature as to warrant a
disciplinary action report. Given the pretextual nature of the
reasons for discipline, it follows that Respondent would not
have issued the disciplinary action notice in any event. See
Sodexho Marriott Services, 335 NLRB 538 fn. 6 (2001). Ac-
cordingly, I conclude that a preponderance of the credible evi-
dence supports a finding that Respondent violated Section
8(a)(1), (3), and (4) of the Act by issuing Pinheiro the Septem-
ber 5 disciplinary notice.
5. Denial of overtime
a. Facts
On September 9, Pinheiro testified before Judge Parke. On
10 Rodriguez is an admitted supervisor and agent within the meaning
of Sec. 2(11) and (13) of the Act.
September 10, a discrepancy report issued for work performed
by Pinheiro. Production Manager Bechtol recommended that
Pinheiro be disciplined for this discrepancy. However, a disci-
plinary action notice dated September 17 was never issued to
Pinheiro, on the advice of counsel, because the unfair labor
practice hearing, held before Judge Parke on September 8–12,
was in process.
Pinheiro testified he repeatedly asked Supervisor Sedano for
more hours. He usually made this request on payday. Sedano
did not recall Pinheiro requesting overtime. In any event, for
the week September 29 to October 3, Pinheiro was scheduled to
work five 10-hour days. Thus, work on Friday, October 3, was
overtime work. However, when Pinheiro reported on Friday,
October 3, for overtime work, according to Pinheiro, his super-
visor told him that he wasn’t scheduled. Pinheiro testified that
on Friday, October 3, he saw another employee, Stewart Da-
vies, working on the machine he thought he was supposed to
use. Pinheiro clocked out and went home. Respondent’s time-
cards do not indicate that either Pinheiro or Davies clocked in
on Friday, October 3.
Sedano explained that when Pinheiro came in on Friday, Oc-
tober 3, Pinheiro asked Sedano whether he was supposed to
work that day. Sedano told Pinheiro to look at the schedule.
Pinheiro looked at the schedule and came back to Sedano and
said he was not scheduled to work and he was going home.
Sedano assumed that Pinheiro was correct. However, later,
when Sedano looked at the posted schedule, Sedano saw that it
was for the week of October 6–10. Apparently, Pinheiro did
not notice he was looking at the wrong schedule when he came
in on Friday, October 3. Pinheiro looked at the schedule for the
week of October 6 and saw that Pinheiro was supposed to work
four 10-hour days. Thus, Pinheiro went home mistakenly, ac-
cording to Sedano.
Dave Bechtol testified that he moved Davies to the Mitsui
Seiki on September 30 because the machine Davies was run-
ning, the Union, broke and because Davies was more familiar
with the Mitsui Seiki and Pinheiro was a floater. Sedano
agreed that Davies had more experience on the Mitsui Seiki and
more overall seniority. Sedano testified that Davies did not
work on Friday, October 3, because there was insufficient
work. I credit Bechtol’s testimony and find that Davies was
moved to the Mitsui Seiki midweek and that Davies had more
experience on the Mitsui Seiki than Pinheiro. I credit Sedano’s
testimony that Davies did not work on October 3. His testi-
mony is supported by Respondent’s records.
Respondent notes that Pinheiro was scheduled to work over-
time for 6 of the 12 weeks following his recall from layoff, for
a total of 554 hours. However, Respondent’s assertion contin-
ues, Pinheiro’s time cards show that he worked only 438.70
hours in the 12 weeks. This is somewhat misleading because
Pinheiro actually worked only 10 full weeks. He returned from
lay off midweek and he was suspended pending investigation
midweek. Respondent’s figures include these weeks when
Pinheiro did not work a full week. I will disregard Respon-
dent’s figures for that reason.
In the 10 full weeks of his post-recall employment, Pinheiro
was scheduled for overtime 5 weeks and not scheduled, 5
weeks. Thus he was scheduled for overtime 50 percent of the
ALLIED MECHANICAL
1343
time. His total hours scheduled were 450 hours in 10 weeks.
During this 10-week period, Pinheiro worked about 415 hours.
If he had worked every hour that he was scheduled to work,
less 2 days he did not work his scheduled 8 hours because he
was present and testified before the NLRB, he could have
worked 434 hours. Complete attendance records for each em-
ployee were not introduced but Pinheiro, at least, worked about
96 percent of his scheduled hours.
The vast majority of employees were scheduled for overtime
100 percent of the time during the same 10 weeks. Pinheiro
was the only employee of the five who were laid off in April
who was recalled in July. One other of these five, Rusalin
Manea, was recalled in September and scheduled for overtime
the first 5 of the 7 weeks following his return.
b. Analysis
The first 3 weeks that Pinheiro worked after his recall from
layoff were 40-hour weeks. In contrast, the first 4 weeks that
Manea worked after his recall from layoff were overtime
weeks. After Pinheiro’s first 3 weeks of recall, he was sched-
uled to work overtime 5 of the 7 remaining weeks. One of his 2
40-hour weeks during his last 7 weeks was the week of the
NLRB hearing before Judge Parke.
Pursuant to the Wright Line analysis, I find that General
Counsel has sustained its initial burden. Penheiro’s union and
NLRB activity, Respondent’s knowledge of this activity, and
Respondent’s animus to this activity have already been dis-
cussed. A link or nexus exists in that the only other recalled
employee immediately undertook substantial overtime. Thus,
Pinheiro was treated disparately. Moreover, the vast majority
of employees were constantly scheduled for overtime. Respon-
dent has failed to show that it would have taken the same action
in any event. Thus I find that a preponderance of the credible
evidence supports a finding that Respondent violated Section
8(a)(1), (3), and (4) of the Act by denying overtime to Pinheiro.
6. Suspension and discharge
a. Facts
On Monday, October 6, Pinheiro clocked in and saw his su-
pervisor, Miguel Sedano, going into his office. Pinheiro walked
over to the office door and asked Sedano why every time he
had a job requiring overtime, he was taken off the job and
someone else got the overtime. Sedano responded that Davies
got the overtime on that job because Davies was more senior.
Pinheiro responded, “Since when [has] seniority . . . ever
played any role in who you give overtime to in this company?”
Sedano responded, “Since all this union thing and we got into
such trouble with the Labor Board, that now they’re going to
have to start going by the Employee Handbook.”11
Pinheiro
started to walk away, putting his face in his hands, and then
said, “suck d–k, what does a guy have to do to get a fair shake
around here?” According to Pinheiro, machinists Israel de La
Rosa and Sergio Barragan were present at this time. Pinheiro
thought he was around 9 feet from Sedano when he said this.
Sedano recalled that Pinheiro walked into his office and
11 The General Counsel alleges that this remark violated Sec. 8(a)(1).
This allegation will be discussed infra.
asked why Rusalin Manea had run the Takumi on Friday night.
Sedano explained that they had run out of work for Manea on
Friday night so he used Manea as backup on the Takumi. Se-
dano also recalled that Pinheiro asked why Stuart Davies was
put on the Mitsui Seiki and Sedano explained that Davies had a
year and a half experience on the machine, more than Pinheiro,
Sedano knew that Davies was better on the machine than Pin-
heiro, and Sedano had used seniority as well because “the labor
board [was] after us.” Sedano testified that Pinheiro then said
that was “bull shit” and “suck my d–k” and walked out.
Sergio Barragan, another CNC machinist, overheard Pin-
heiro’s remark to Sedano. Barragan was about to walk into
Sedano’s office when he overheard Pinheiro say something
about Respondent never using seniority. Pinheiro may have
used the term “bull shit” regarding Sedano’s assertion that Da-
vies got the overtime because Davies was more senior. Then
Pinheiro turned around, began walking out of Sedano’s office,
said, “suck d–k,” and then bumped into Barragan at the door.
Pinheiro continued walking out and Barragan walked in, laugh-
ing at Pinheiro’s remark. Barragan was followed by Milad
Murad. Sedano said, “There goes your leader.” Barragan pro-
tested that Pinheiro was not his leader. Barragan heard Pin-
heiro use the phrase “suck d–k” on a daily basis. According to
Barragan, normal shoptalk involves profanity.
In any event, Pinheiro began his work. Sedano approached a
few minutes later and told Pinheiro that his comment was very
disrespectful. Sedano said Pinheiro “had told him to suck his
dick.” Pinheiro protested that he never said that. Rather, he
said, “suck d–k” to himself, out of frustration. Pinheiro apolo-
gized for his comment. Sedano confirmed that Pinheiro apolo-
gized.
According to Pinheiro, language among the machinists and
their supervisors is not particularly refined. Maintenance su-
pervisor Edwin Shook confirmed that profanity is frequently
used in the shop. He recalled on one occasion that Jose L. Rod-
riguez spoke to Tom Bechtol, quality control manager,12 and
said, “f–k you, mother f–ker.” Shook recalled that Rodriguez
wore a “Vote No” T-shirt during the union campaign. The
profanity that Shook has heard in the shop has always been
stated in a joking manner rather than in an angry manner. Pro-
duction Manager Dave Bechtol also agreed that profanity in the
shop is common among employees and management.
Murad Murad, CNC lead man, was warming up an Ikeiga
machine about 30 feet from Miguel Sedano’s office shortly
before 6 a.m. on the morning of October 6. His brother Milad
Murad walked through the aisle and the two were discussing
their weekend activities when a discussion began between Se-
dano and Pinheiro in the aisle about 10 to 15 feet from him.
Both Sedano and Pinheiro spoke in elevated voices. Pinheiro
asked Sedano why he was taken off the Mitsui Seiki and Davies
put on it. Pinheiro thought he was denied overtime on the Mit-
sui Seiki. Sedano replied that Davies had more seniority and
experience on that machine. Sedano continued, “That is what
seniority is. Don’t you want the seniority?” The conversation
moved into Sedano’s office at that point and Murad Murad was
12 Tom Bechtol is an admitted supervisor and agent of Respondent
within the meaning of Sec. 2(11) and (13) of the Act.
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1344
unable to hear anything further until Pinheiro emerged from the
office and said, “My lawyer is going to be hearing about this.”
Then Pinheiro told Murad Murad that he had told Sedano to
“suck my d–k.”
Milad Murad, lead machinist, recalled that Pinheiro said, “I
cannot take that shit. I want to call my lawyer.” Pinheiro ques-
tioned Sedano about why someone else worked on his machine
and got overtime on the previous Friday. Sedano explained that
he had utilized seniority. Milad Murad did not hear Pinheiro
use any profanity. Milad Murad described Pinheiro as scream-
ing and Sedano as calm. Later, in the lunchroom, Milad Murad
heard Pinheiro tell other employees that he had told Sedano,
“suck d–k.”
Sedano, Pinheiro, Berragan, Murad Murad, and Milad Mu-
rad, by implication, all agree that Pinheiro’s comment, either
“suck d–k” or “suck my d–k” was spoken in the confines of
Sedano’s office. I find that the comment at issue was made in
Sedano’s office. It is immaterial whether the comment was as
Pinheiro and Berragan assert, “suck d–k” or whether it was a
Murad Murad and Sedano assert, “suck my d–k.” What is rele-
vant is whether the remark was made in anger directly to Se-
dano, or in frustration, as a comment regarding Pinheiro’s feel-
ings. I find the later to be the case. Pinheiro and Berragan con-
vincingly testified regarding the manner in which the expletive
phrase was delivered. Sedano’s testimony on this point was
vague and is not credited. Moreover, Pinheiro apologized to
Sedano after explaining that he had not made a comment di-
rected to Sedano but, rather, a comment of frustration over his
belief that he was not receiving as much overtime as he de-
served.
Human Resources Manager Marisela Rodriguez was in-
structed by Slater to conduct an investigation of the Se-
dano/Pinheiro incident of October 6. Rodriguez interviewed
Sedano and received a copy of Sedano’s notes about the inci-
dent. Rodriguez also spoke with Murad and Milad Murad, Pin-
heiro, Israel de La Rosa, and Sergio Barragan. Sedano told
Rodriguez that Pinheiro told him “suck my d–k.” Sedano also
told Rodriguez that he told Pinheiro he did not get the Mitsui
Seiki because he used seniority since the NLRB was “after us.”
Rodriguez questioned Barragan about what Pinheiro said to
Sedano as part of her investigation of the incident. According
to Barragan, he told Rodriguez exactly what happened.
On about Wednesday, October 8, Rodriguez questioned Pin-
heiro about his comment to Sedano. Pinheiro told Rodriguez “I
never told Miguel Sedano to do anything. Basically, what I
said was that it was just something that I said to myself out of
frustration.” Pinheiro did not believe that he actually repeated
either the phrase “suck d–k” or “suck my d–k” to Rodriguez.
By telling Rodriguez he never told Sedano to do anything, he
was attempting to tell her that he did not say to Sedano, “suck
my dick.” In any event, Rodriguez told Pinheiro she would
speak to employee witnesses as part of her investigation. Rod-
riguez was not involved in the decision to suspend or terminate
Pinheiro.
Later on October 8, Pinheiro was suspended pending investi-
gation. The disciplinary action notice stated, in part,
On 10/6/03 there was a problem between Miguel Sedano and
you. Your actions and comments are considered an act of in-
subordination. At this time we have taken the determination
to suspend your working activities until further notice, pend-
ing our investigation. Reference Employee Handbook, page
14–15.
In the meeting with Bechtol and Rodriguez when Pinheiro
was given the suspension notice, he protested that the suspen-
sion was unfair because he had not been given any warnings.
Pinheiro understood that the handbook required two verbal
warnings, a written warning, suspension and then discharge.
Dave Bechtol testified that he received Rodriguez’ report re-
garding investigation of the Sedano/Pinheiro incident. After
reviewing it, he determined that Pinheiro should be discharged.
“There has got to be respect for your supervisors and if you
have no respect for supervision, there is—how can you get
anything done in a shop? I find it absurd we are even talking
about it.” Slater testified that in approving Pinheiro’s dis-
charge, he relied on the human resources investigation report in
which Pinheiro admitted to Rodriguez that he swore at his su-
pervisor.
A separation report was issued on October 16, signed by
Dave Bechtol. Pinheiro was advised of his discharge on Octo-
ber 17. The separation report stated that Pinheiro was dis-
missed due to insubordination and violation of established
company rules. The details section stated:
Termination—On 10/6/03 you cussed out your supervisor,
Miguel Sedano. This is considered an act of insubordination.
Reference Employee Handbook pages 14–15. You have a
poor work record and this misconduct cannot be tolerated.
You have 5 days to pick up your toolbox. After 5 days, Al-
lied Mechanical assumes no liability.
Other employees have been disciplined or discharged for use
of profanity. For instance, janitor Willie Martin was discharged
in June 2003 for yelling, screaming, swearing, threatening,
spitting on, and shouting obscenities to his supervisor. Machin-
ist Jesus A. Viramontes was disciplined in December 2001, for
screaming at his Supervisor Eddie Rogers, “fuck you.” Vi-
ramontes still works for Respondent. Slater testified that Vi-
ramontes was not discharged first, because Slater suspected
supervisor Rogers had something to do with agitating Viramon-
tes, and second, because Respondent was backed up on welding
and Viramontes was a very good, productive welder. Terminat-
ing Viramontes would have had a “negative effect on the Com-
pany.” Additionally, Slater agreed that supervisor Rogers had
altercations with people from time to time.
Employee Dennis Scott was involved in a verbal altercation
with another employee in March 2003, and received a discipli-
nary action notice. He had a physical altercation with another
employee in April 2003, and attempted to choke him. Scott
was given a choice of taking anger management courses or
being terminated. He resigned but eventually took the courses
and is now reemployed. Indeed, in 2002, Slater thought Pin-
heiro threatened to kill another employee but did not terminate
him because of production pressures. Finally, employees Vikas
Sharma and Juan Cortes have been disciplined for drinking on
company premises but still work for Respondent.
ALLIED MECHANICAL
1345
b. Analysis
Sedano’s statement that Pinheiro was denied overtime due to
unfair labor practice problems experienced by Respondent rea-
sonably tended to restrain, coerce, and interfere with employ-
ees’ Section 7 rights. See, e.g., Webco Industries, 327 NLRB
172, 173 (1998) (employer violates Sec. 8(a)(1) when it takes
adverse action against employees and falsely blames its action
on the union).13
Pinheiro’s union activity, Respondent’s knowledge of his un-
ion activity, and Respondent’s animus regarding the activity
have been amply documented. Further evidence of animus is
supplied by Sedano’s unlawful explanation of the use of senior-
ity to determine job assignment. A link or nexus to the dis-
charge of Pinheiro is provided by Sedano’s comment about
unfair labor practice proceedings requiring that the company
follow the employee manual now and utilize seniority in award-
ing work. The Union previously filed the very unfair labor
practice charges regarding treatment of Pinheiro and others,
leading Sedano to state that he had to utilize seniority. Re-
spondent has not shown that it would have discharged Pinheiro
in any event. It has tolerated actions similar to Pinheiro’s and
worse.
Respondent contends that Pinheiro’s use of profanity to his
supervisor constitutes activity that removes Pinheiro from the
protection of the Act. Contrary to Respondent’s assertion, I
find that Pinheiro’s statements did not remove him from the
protection of the Act. The offending part of the discussion was
held in Sedano’s office, away from other employees. Berragan
overheard Pinheiro’s comment only because he was walking
into Sedano’s office. The subject matter of the discussion,
Pinheiro’s assertion that he was denied overtime, pertains to
wages, hours, and terms and conditions of employment. In
response to Pinheiro’s assertion that he had been denied over-
time, Sedano unlawfully claimed that because of problems with
the NLRB, Respondent had to follow seniority in awarding
overtime. Finally, Pinheiro’s statement, either “suck dick” or
“suck my d–k,” uttered in frustration, was clearly within the
ambit of other profanity used on the work floor by and to su-
pervisors. Under these circumstances, Pinheiro’s language did
not remove him from the protection of the Act. See, generally,
Atlantic Steel Co., 245 NLRB 814, 816 (1979).
Thus, pursuant to Wright Line’s shifting burden of proof, I
find that a preponderance of the credible evidence supports a
finding that Pinheiro was suspended and discharged, in part, for
13 Respondent claims that the independent 8(a)(1) allegation regard-
ing Sedano’s statement to Pinheiro was improperly added during the
course of the trial. The charge in Case 31–CA–26605 was filed on
December 11, 2003. The first amended charge alleges, inter alia,
The [Respondent] violated Section 8(a)(3) and 8(a)(4) by indefinitely
suspending employee Marcelo Pinheiro without pay on or about Oc-
tober 8, 2003, and by discharging him on or about October 17, 2003,
in retaliation for his union-related activities and for the testimony he
gave at the trial [before Judge Parke]. By the above and other acts,
[Respondent] interfered with, restrained, and coerced its employees in
the exercise of their rights guaranteed in Section 7 of the Act.
I find that the independent 8(a)(1) allegation is closely related to the
allegations in the charge and occurred within 6 months of the filing of
that charge.
his Union and NLRB activity. Moreover, I find that absent
such activity, he would not have been suspended and dis-
charged. Additionally, I find that Pinheiro’s statements did not
remove him from the protection of the Act.
C. Discipline of Edwin Shook
1. Facts
Edwin Shook worked as a maintenance mechanic for about
nine years. On February 16, 2004, he became maintenance
supervisor. Shook’s job as maintenance mechanic was to fix
machines, troubleshoot, repair electrical and mechanical prob-
lems, and conduct preventive maintenance.
Shook was involved in the union campaign in early January.
He handed out flyers on about five occasions in front of the
shop, went to union meetings, wore union buttons and a union
T-shirt occasionally. Miguel Sedano observed Shook passing
out flyers before the day shift, in front of the building. Shook
also posted flyers in the plant. On one occasion, Shook saw
Dave Bechtol remove a union flier. Shook spoke to Bechtol
and told him that he should not be taking down the union flyers.
Bechtol asked why and Shook responded that it was illegal to
remove the union literature. Bechtol stated that it was not ille-
gal because the flyers were posted on company property and
Respondent could have whatever it wanted posted on its own
property.
Joe Garcia, maintenance supervisor prior to Shook, warned
Shook that he should not talk to other employees during work
time. Shook saw employee John Saenz speak to another em-
ployee during work time. Shook spoke to President Slater
about the situation. Shook had seen Saenz wearing a “Vote
No” T-shirt and speaking with Respondent’s labor consultants.
Shook told Slater that he did not think Respondent was treating
him fairly because of the Union. Slater merely said, “Okay” in
response. Shook testified at the hearing before Judge Parke.
On December 18, at 4:15 p.m., Shook asked Garcia if he
could leave work early because he was not feeling well. Garcia
said Shook would have to stay because Garcia had to leave
early. Shook went into the office and read a newspaper during
the remaining 15 minutes of his shift. While so engaged, Slater
entered the office and asked about a machine. Shook answered
Slater’s question and Slater left. Slater did not say anything to
Shook about Shook reading a newspaper on work time. Shook
left work at 4:30 p.m. when his shift ended. Judge Parke’s
decision issued the following day, December 19.
On January 5, 2004, Shook received a disciplinary notice
from Joe Garcia stating that Slater had observed Shook reading
a newspaper during worktime at 4:15 p.m. on December 18.
Garcia told Shook he did not personally agree that the discipli-
nary notice was warranted. The notice stated, in relevant part:
This is a violation of work rule number seven as stated in the
Allied Mechanical Employee Handbook, “The use of Com-
pany time, material, or facilities for purposes not directly re-
lated to Company business, or the removal of Company prop-
erty from the Company premises without authorization.” Joe
Garcia, Maintenance Supervisor, has verbally warned you on
several occasions regarding the misuse of Company time.
Shook signed the notice and wrote at the bottom, in part,
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
1346
“This is clearly an attempted first step towards an unfair dis-
missal due to my union involvement. There are many employ-
ees reading papers and magazines here who do not get written
up.” Shook also testified that other employees read newspapers
during worktime. Dave Bechtol agreed, “Oh, unfortunately too
often [do I catch somebody reading a newspaper]. Probably a
couple of times a month.” Bechtol has always given verbal
warnings by telling the employees to put away the paper and
warning them they are not supposed to be reading a newspaper.
In agreement, Sedano testified that he sees employees reading a
newspaper almost everyday. He tells them to stop reading.
Shook is the only employee to receive a written disciplinary
action notice for reading a newspaper on work time.
2. Analysis
Shook’s open union activity and his testimony before Judge
Parke were known by Respondent. Respondent’s animus to-
ward employee union activity has been documented supra. No
other employee has ever received written discipline for reading
a newspaper. This disparate treatment of Shook serves as a link
or nexus to Shook’s union activity and testimony before the
Board. The long delay in issuing the written disciplinary action
notice is suspect as well. Respondent has failed to show that
Shook would have received written discipline in any event. No
other employee has ever received written discipline for this
behavior. Respondent’s defense is that because the written
discipline has been removed from Shook’s personnel file and
because Shook and Respondent have requested that this charge
be withdrawn, it would not effectuate the purposes of the Act to
treat discipline of Shook as an unfair labor practice. However,
I find to the contrary. Once an unfair labor practice charge is
filed, the General Counsel has an independent responsibility to
refuse permission to withdraw a charge if withdrawal would not
effectuate the purposes of the Act. Although Shook and Re-
spondent may have requested withdrawal of the allegation, the
matter was no longer one for vindication of a private right.
Moreover, I note that Respondent did not admit any wrongdo-
ing when it removed Shook’s written discipline from his per-
sonnel file. Accordingly, I find that a preponderance of the
credible evidence supports a finding that Respondent issued a
written disciplinary warning to Shook on January 5, 2004, be-
cause of Shook’s union and NLRB activity, in violation of Sec-
tion 8(a)(1), (3), and (4) of the Act.
D. Implied Threat of Relocation and Implied Inducement to
Forgo Union Support
1. Facts
About 1 month after Judge Parke’s decision issued, Respon-
dent distributed a letter to all employees dated January 12,
2004, signed by Owner Tom Stull. In relevant part, the letter
stated:
We also want to update you on the union situation.
We have maintained that we can be more competitive in
this industry as a non-union company. The majority of
those employees who voted last March agreed with us.
However, the National Labor Relations Board has made a
decision that we must negotiate with the union, despite the
majority of employees against union representation. We
support the majority vote and will vigorously appeal the
NLRB decision to protect your voices on the issue and our
ability to compete. While our appeal is being considered,
we will continue to make the best decisions for the com-
pany’s future. I think that it is important to stress that no
matter what side of the union issue you’re on, we must
work together in this difficult business environment to im-
prove company productivity and profitability.
The letter asserted that Respondent’s sales and productivity
had decreased while costs had increased. It noted the dramatic
600 percent rise in workers compensation costs, pointing out
that California has the highest premiums in the nation and the
lowest amounts paid to injured workers, concluding that the
entire California workers compensation system needed an over-
haul. The letter warned, “Many businesses have given up and
are moving out of State to avoid the problem.”
The letter outlined Respondent’s rising health and dental in-
surance costs, noting, “[W]e are hearing of cost increases of 10-
15% for similar plans. The letter asserted that rising electric
rates in California were 2.3 times higher than Arizona and 1.6
times higher than Nevada. The letter stated, “While many busi-
ness owners say that they would never start a new manufactur-
ing company in the State of California, others are looking for a
way out.”
2. Analysis
General Counsel contends that the letter, issued shortly after
Judge Parke’s decision, contains an unlawful implied, not ex-
press, inducement of its employees to forgo union support and
an unlawful implied, not express, threat of relocation. General
Counsel argues that the Gissel14 analysis, “whether the em-
ployer’s statement constitutes an unlawful threat of retaliation
in response to protected activity, or a lawful, fact-based predic-
tion of economic consequences beyond the employer’s control”
must be applied. Respondent contends there are no threats of
reprisal or force or promises of benefits. Thus, Gissel does not
apply.
The letter does not specifically state that Respondent will
leave California if the NLRB upholds Judge Parke’s decision
and it is ordered to bargain with the Union. There is no express
threat to relocate and none is alleged. Respondent states that it
believes it would be more competitive as a nonunion company.
Respondent also notes that the high cost of doing business in
California has deterred companies from locating in the State
and forced others to consider leaving. There is no prediction
contained in the letter. Nor is there an implication that Re-
spondent “may or may not take action solely on his own initia-
tive for reasons unrelated to economic necessities and know
only to him.” Gissel, supra at 618. Accordingly, no implied
threat of relocation and implied inducement to forgo Union
support is contained, even considering Respondent’s other un-
fair labor practices. See, e.g., Enjo Architectural Millwork, 340
NLRB 1340, 1341 (2003), relied on by Respondent.
CONCLUSIONS OF LAW
1. By telling an employee that its conduct was discriminato-
14 NLRB v. Gissel Packing Co., 395 U.S. 575, 618 (1969).
ALLIED MECHANICAL
1347
rily motivated, Respondent has engaged in unfair labor prac-
tices affecting commerce within the meaning of Section 8(a)(1)
and Section 2(6) and (7) of the Act.
2. By denying Pinheiro a transfer to the night shift, issuing a
written disciplinary notice to Pinheiro, denying Pinheiro over-
time, suspending and discharging Pinheiro, and by issuing a
written disciplinary notice to Shook, Respondent violated Sec-
tion 8(a)(1), (3), and (4) of the Act.
REMEDY
Having found that the Respondent has engaged in certain un-
fair labor practices, I find that it must be ordered to cease and
desist and to take certain affirmative action designed to effectu-
ate the policies of the Act. Having discriminatorily denied a
transfer to the night shift, denied overtime, and suspended and
discharged Pinheiro, Respondent must offer him reinstatement
and make him whole for any loss of earnings and other bene-
fits, computed on a quarterly basis from date of discharge to
date of proper offer of reinstatement, less any net interim earn-
ings, as prescribed in F. W. Woolworth Co., 90 NLRB 289
(1950), plus interest as computed in New Horizons for the Re-
tarded, 283 NLRB 1173 (1987).
[Recommended Order omitted form publication.]