278 NLRB 246
Matlack, Inc.
246
DECISIONS OF NATIONAL LABOR RELATIONS BOARD
Matlack, Inc. and Local 6, Bakery and Confection-
ery Workers Union of America, AFL-CIO and
Teamsters Local Union No. 773 a/w Interna-
tional Brotherhood of Teamsters, Chauffeurs,
Warehousemen and Helpers of America, Party
in Interest and Truck Drivers, Chauffeurs and
Helpers, Local Union No. 384 a/w Internation-
al Brotherhood of Teamsters, Chauffeurs, Ware-
housemen and Helpers of America, Party in In-
terest. Case 4-CA-14833
27 January 1986
DECISION AND ORDER
BY MEMBERS JOHANSEN, BABSON, AND
STEPHENS
On 23 October 1985 Administrative Law Judge
Frank H. Itkin issued the attached decision. The
Respondent filed exceptions and a supporting brief.
The National Labor Relations Board has delegat-
ed 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 brief and has
decided to affirm the judge's rulings, findings, I and
conclusions and to adopt the recommended Order.
ORDER
The National Labor Relations Board adopts the
recommended Order of the administrative law
judge and orders that the Respondent, Matlack,
Inc., Lansdowne, Pennsylvania, its officers, agents,
successors, and assigns, shall take the action set
forth in the Order.
1 The Respondent has excepted to some of the judge's credibility find-
ings The Board's established policy is not to overrule an administrative
law judge's credibility resolutions unless the clear preponderance 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.
Joseph C. Kelley, Esq., for the General Counsel.
Robert J. Bray and Thomas M. Tammany, Esqs., for the
Respondent.
Bernard N.
Katz and Peter
V. Marks, Esqs., for the
Charging Party.
DECISION
FRANK H. ITKIN, Administrative Law Judge. An
unfair labor practice charge was filed by Local 6, Bakery
and Confectionery Workers Union of America, AFL-
CIO (Bakery Union), on January 21, and the General
Counsel for the National Labor Relations Board issued a
complaint on March 28, 1985. Briefly, the General Coun-
sel contends that Con Agra, Inc. (Con Agra) contracted
with Respondent Matlack, Inc. (Matlack), a common
carrier, to transport and deliver its product; that Herman
Brothers, Inc. (Herman), also a common carrier, previ-
ously had performed these same services for Con Agra;
that Bakery Union had been, and was, the exclusive bar-
gaining agent of Herman's drivers and mechanic employ-
ees engaged in the performance of these services; that
Matlack took over Herman's employees and operations
and thus became a successor employer of Herman with
respect to the unit employees involved in the perform-
ance of these services; and that Matlack-by refusing to
recognize and bargain with the Bakery Union as the rep-
resentative of the unit employees and by its related con-
duct-violated Section 8(a)(1), (2), (3), and (5) of the Na-
tional Labor Relations Act. In response, Matlack denies
it is a successor employer of Herman and has violated
the Act as alleged. Matlack principally asserts that the
driver and mechanic employees involved do not consti-
tute an appropriate bargaining unit; that the Bakery
Union did not make a sufficient demand on Matlack for
recognition; and that the driver and mechanic employees
involved should be accreted to Matlack's existing unit
employees and, consequently, subject to its contract with
the Teamsters Union.
Hearings were held on the issues raised in Philadel-
phia, Pennsylvania, on June 17 and 18, 1985. Upon the
entire record, including my observation of the demeanor
of the witnesses, I make the following
FINDINGS OF FACT
Con Agra is engaged in the business of milling and dis-
tributing bakery flour in Pennsylvania. Herman and Mat-
lack are both common carriers." For a number of years
Con Agra employed its own drivers and mechanics to
distribute its product. However, about July 1978, Con
Agra contracted with Herman to transport its product
from Con Agra's facilities in Martins Creek, Treichlers,
and
Red Lion, Pennsylvania, to various locations
throughout the State (G.C. Exh. 13). Herman agreed to
supply the necessary tractors, and Con Agra agreed to
provide "all trailers" (G.C. Exh. 14). The most recent
contract between Con Agra and Herman (G.C. Exh. 10),
dated October 24, 1983, only referred to Con Agra's fa-
cilities in Martins Creek and Treichlers, deleting refer-
ence to Red Lion.
Leroy Limsenbigler, a retired official of the Bakery
Union,, testified that his Union (Local 289, and, following
a merger, Local 6) represented all Con Agra's produc-
tion and maintenance employees at its Martins Creek and
Treichlers facilities; that Con Agra contracted out the
transportation and distribution of its product to Herman
in 1978; that his Union continued to represent approxi-
mately 20 or more truckdriver and mechanic employees
of Herman's engaged in the performance of these hauling
services; and that General Counsel Exhibit 2, a contract
effective from July 1, 1982, until June 30, 1985, was the
last of a series of collective-bargaining agreements be-
tween his Union and Herman covering the driver and
mechanic employees. Limsenbigler noted that-although
1 The jurisdictional allegations of the complaint are not disputed
Herman and Matlack are employers engaged in commerce , as alleged,
and the Bakery Union and Teamsters Locals 384 and 773 are labor orga-
nizations, as alleged.
278 NLRB No. 36
MATLACK, INC.,
the front page of the 1982-198:5 contract (G.C. Exh. 2)
refers generally to facilities at "Martins Creek , Treichlers
and Sandts Eddy"-the represented unit of drivers and
mechanics has not been changed. He explained:
.
. there were two separate cement mills that Con
Agra [initially] bought . . one was physically at
Sandts Eddy and the other one was at Martins
Creek . . . And, both of these facilities were [later]
used by Con Agra to store flour, and at one, they
milled flour. So that, when we drew up the con-
tract, we included both of those facilities . They are
only using one to mill four now . . . Sandts Eddy is
where the milling is taking place now, but it has a
Martins Creek address.
Martins Creek and Sandts Eddy are about 1 mile apart
and Treichlers is about 30 miles from both Martins Creek
and Sandts, Eddy.
Limsenbigler, as he further testified, became "aware';
during late November 1984 that Herman had "lost" its
hauling contract with Con Agra. He was "told" that
Matlack had submitted a "lower bid ." Shortly thereafter,
during early December 1984, he was further apprised by
a driver of Herman that Matlack was then "interviewing
our drivers." He then telephoned David Baker, Mat-
lack's regional representative, and
identified myself [Limsenbigler] as president of the
Union, that I represented the workers at Treichlers
and Martins Creek facility. And, I was asking for
recognition . And it was my understanding that Mat-
lack had agreed with Con Agra, when they were
negotiating for the transfer from Herman to Mat-
lack as far as the hauling goes, that they would rec-
ognize our Union.... He [Baker] said he didn't
know anything about it... .
Limsenbigler, on cross-examination, further explained
that, about December 2, 1984, he initially telephoned a
Matlack representative identified as Jack Haas , who was
then "interviewing, the people to be hired at the terminal
there .. . ." Limsenbigler
indicated [to Haas] who I was . . . and I think I
asked him about recognition. He [Haas] said I'd
have to talk to Baker.
I would say, I let him know that we expected rec-
ognition.
I can't exactly remember the exact words.
He [Haas] indicated he had no authority to give me
any assurance one way or the other, and that I'd
have to talk to Mr. Baker.
Limsenbigler telephoned Baker the next day , December
3. He told Baker "that we represented the people there
and I was asking for representation there." Limsenbigler
added:
I don't recall everything that I said to him
[Baker], except the fact that we represented those
247
people and that we would continue to represent
them.
the bargaining unit at Martins Creek and Treichlers
that was previously-they previously worked for
Herman.
Baker responded : "as far as he was concerned this was a
Teamsters unit, but he would get back to" Limsenbigler.
Later, Limsenbigler again spoke with Baker on the tele-
phone. Limsenbigler was then told that : "as far as Mat-
lack was concerned, they had a Union [the Teamsters]
and they weren't going to be bothered with any other
Union. Limsenbigler, dissatisfied with Baker's response,
filed the instant charge on January 21, 1985.2
Ricky Reph was formerly employed by Con Agra
and, later, by Herman to haul Con Agra's flour product.
He was and is a member and official of the Bakery
Union. He testified that on December 9, 1984, hee togeth-
er with 17 or 18 other Herman drivers , went to a meet-
ing at the Holiday Inn, King of Prussia ; that representa-
tives of both Matlack and the Teamsters Union were
present; that he and his fellow workers were provided
with breakfast; and that at this meeting Matlack official
Jack Haas
said, we would be working for Matlack . . . ; we
had different forms to fill out; . . . he [Haas] intro-
duced different people to us that were from man-
agement and also from Teamsters ... ; he said we
would be joining the Teamsters , that were repre-
sented in the [Matlack] Norristown terminal [Local
384]....
The Teamsters representative handed Reph and his co-
workers "an authorization form and a letter, stating the
initiation fees and dues that we would have to pay."
Matlack's Norristown terminal is some 55 to 60 miles
from the Con Agra facilities.
Later that same day, December 9, Reph and his co-
workers went to the Matlack Norristown terminal and
they -were hired. On the following day, December 10,
Reph and his coworkers "went to work for Matlack."
Reph recalled that the 17 or 18 Herman drivers, who
had attended the December 9 meeting, started working
for Matlack on the following day, December 10. In addi-
tion, Herman's two mechanics were "hired also" by Mat-
lack.
The employees then worked under Matlack's
Teamsters Local 384 contract (G.C. Exh. 3).
Reph next identified a notice (G.C. Exhs. 5 and 6)
posted at Matlack's 'facilities, including Martins Creek
and Treichlers, about December 17, 1984. The notice
stated:
2 Ltmsenbigler recalled that December 9, 1984, was "the last day
Herman operated at the Martins Creek and Trechlers facilities"; Matlack
"took over" on December 10, Matlack "hired all of our members, except
three, who were doing the hauling previously for Herman
," and,
consequently, about 18 or 19 of Matlack's 21 or 22 drivers and mechanics
who were hired by Matlack to perform the Con Agra hauling services
had been previously employed by Herman to perform this same work
248
DECISIONS OF NATIONAL LABOR RELATIONS BOARD
Please be advised that Matlack has made the de-
cision to transfer the Con Agra Martins Creek .. .
work to the plant site of Con Agra, Martins Creek
We anticipate that 25 drivers will be given the
opportunity to transfer to Martins Creek in order of
their terminal seniority at Norristown [and] two
second -class mechanics and one utility man will be
required at Martins Creek ... .
All employees desiring to be considered .. .
must sign .. .
Of course, it is expected that Teamsters jurisdic-
tion over the Martins Creek operation will be as-
signed to Teamsters Local 773 [instead of Norris-
town Teamsters Local 384].3
Some 22 employees signed this notice. Reph noted that
"all but a few" of the 22 signatures on the General
Counsel's Exhibit 5 "are signatures of former Herman"
employees. Reph explained:
Q. You were asked to sign this document so
you'd be able to be . . . transferred to Martins
Creek . . . and Treichlers . . . But, actually, at the
time, you had already been working at Martins
Creek or Treichlers at the time you signed it?
A. Yes.
Q. So, physically, you were already transferred
there?
A. I always worked at Martins Creek and
Treichlers.
Q. At any time upon being hired by Matlack did
you work at any place other than Con Agra's facili-
ties at Treichlers . . . and Martins Creek, Pennsyl-
vania?
A. No.
Reph further explained the nature of his new employ-
ment with Matlack. Matlack had the "same two" dis-
patchers at Martins Creek who previously had worked
for Herman. The Martins Creek and Treichlers operation
included "the same amount" of drivers and mechanics
previously employed by Herman. These employees con-
tinued to haul "trailers owned by Con Agra"; the prod-
uct was still Con Agra's flour and was "delivered to the
same customers"; the dispatch office was still "located
at" the Martins Creek facility; the tractors and trailers
were still parked ' on the Con Agra facility at Martins
Creek; maintenance work on the vehicles continued to
be done at Martins Creek; and, in short, the employees'
"normal workday . . . is the same" as it was under
Herman. However, after December 10, initiation fees and
dues for Teamsters Local 773 were deducted from
Reph's wages by Matlack. Reph noted that Matlack "re-
turned" the deducted initiation fees "about a week or
two after they took it out."4
3 See G C Exh. 4, the Local 773 contract with Matlack, effective De-
cember 24, 1984.
4 It is undisputed (Tr pp 115-116) that Teamsters initiation fees were
deducted from former Herman employees pursuant to the union "security
clause "
Reph was questioned about any "interchange" be-
tween Matlack drivers at the Martins Creek-Treichlers
operation and Matlack's other facilities. He testified that
the drivers at Martins Creek-Treichlers "do not" "go
down and do work that would normally be done by
drivers working out of Matlack's" terminals. He ac-
knowledged that "on occasion," `-`when we can't handle
the [Martins Creek-Treichlers] work . . . a [Matlack]
driver [from Norristown] will come up with the tractor"
It varies . . . ; sometimes it's hardly ever; other
times there might be a couple a day . . . ; other
times they might not have another driver in there
for a month.
As Limsenbigler and Reph both noted, even when
Herman had hauled Con Agra's product, Matlack would
occasionally be utilized to transport "overloads" from
Martins Creek and Treichlers-not on a regular basis;
. .. if there was an extra load that could not be hauled
by [Herman's] drivers" (see Tr. pp. 33-34, 97, 100-101).5
In sum, according to Reph,
All of the Con Agra hauling and truck maintenance
is essentially being done by the same people and in
the same manner that it had been done . . . when
Herman was the contractor . . . . For a period of
time, all 18 or 20 . . . of the Bakery Union workers
were required to be in Teamsters 384 . . . and then
taken out of 384... and put into 773.
Matlack "took over" Herman's some 20 employees and
only hired "three" new workers.6
The testimony of former Herman employees William
Bear, Donald Rice, and Dennis Flamisch corroborates in
substantial part the testimony of Limsenbigler and Reph
detailed above. Bear specifically recalled that Matlack
official Haas had apprised the former Herman drivers,
it is to our [Matlack's] benefit to hire most of the
drivers from Herman that are acceptable to us be-
cause it would make for a smooth take over.
And, in addition,
we were going to be hired through the Norristown
[Teamsters] Local and after a period of a couple of
weeks we would be transferred to an Allentown
[Teamsters] Local after they put a bid up for the
Martins Creek-Treichlers drivers. [See R. Exh. 3.]
5 Herman, when confronted with such an overload or shortage of per-
sonnel during its contract with Con Agra, would similarly, on such infre-
quent occasions, borrow personnel from its Northampton terminal. Her-
man's employees at Northampton are covered by a supplement to the
Bakery Union contract. See G C Exh 2, Schedule D, "Cement Adden-
dum." Reph explained that Herman had about 10 employees at North-
ampton and "that was an entirely different terminal and operation."
Northampton terminal is admittedly not a Con Agra facility or operation.
s Reph acknowledged that he in fact "actually reported to" Matlack's
Norristown terminal "only" to "change" and "wash trailers " He also
took a "driver road test" at Norristown upon being hired. Reph drove a
"Mack" tractor for both Herman and Matlack-Matlack admittedly had
newer equipment
MATLACK; INC.
249
Further, as Bear explained, about December 17,
1984,
I [Bear] was told that the bid [for Martins Creek--
Treichlers] was posted down at Norristown and
that we were to get down `there and sign it . .. .
Whoever had the most seniority would get the bid
... [whether they worked at Norristown or were
former Herman employees.]
When they told us about the bidding, they said they
didn't feel that any of the Norristown people would
bid it; if, at all, maybe one or two possibly ... .
It is essentially undisputed (Tr. 116-117) that the
"normal workday" of the former Herman employees en-
gaged in the performance of the above services remained
"the same" under Matlack with only "limited" vari-
ations. The cleaning of Con Agra's trailers at Matlack's
Norristown termmal is cited as such a "limited" varia-
tion. Rice, previously employed- by Herman at Martins
Creek as a "tank cleaner" "jockey and free-loader," now
works for Matlack-he no longer does the cleaning
which is performed at a "different location." As Rice ex-
plained, the cleaning previously performed for Herman
was in fact done off Con Agra's site on -a nearby farm.
And, Flamisch, one of Herman's two mechanics at Mar-
tins Creek, similarly noted that the same two mechanics
there "perform those same duties and functions" for Mat-
lack. The Martins Creek mechanics "maintain the vehi-
cles" parked at both Martins'Creek and Treichlers.
` David Baker, Matlack's eastern regional representa-
tive, testified that his Company has some 100 terminals
located throughout the United States and is a'signatory
to the Teamsters Union Eastern Area Tank Haul Agree-
ment (R. Exh. 1), as well as supplemental agreements
with various Teamsters Locals having jurisdiction over
particular terminal operations. (See, e.g., G.C. Exhs. 3
and 4.) Baker noted that Matlack has had a terminal in
Norristown, Pennsylvania, since about 1962; that Con
Agra, in the past, had utilized Matlack's Norristown
drivers on occasion to haul its product; and that, in late
1984, Matlack submitted a "bid" to Con Agra "to handle
the flour business from Martins Creek" which was then
being serviced by Herman. Baker, in an attempt to, get
the "bid," cited to Con' Agra "the benefit of using Mat-
lack [because] we could clean their trailers at our Norris-
town terminal" and "stressed .. . Matlack's overall size
and service capabilities."
Baker , asserted that his Company initially. had' deter-
mined that, if Con Agra accepted its "bid," the Martins
Creek-Treichlers job would be "handled by Norristown"
personnel. On November 21, 1984, Con Agra in, fact no-
tified Matlack that it would replace , Herman; Matlack
was "to begin the,total operation on December. 3
and
Con Agra wanted "a quick and complete transition
[with] no interruption of service." Baker, however, ob-
tained an extension of this "take over" deadline until-De-
cember 10, 1984.
Matlack needed 'additional driver and mechanic per-
sonnel to handle the Con Agra operation. It interviewed
applicants about December 9 at the Holiday Inn, King of
Prussia.
As Baker acknowledged, "preference" was
given to Herman employees. The applicants were told
during their interviews that they "would be hired out of
the Norristown terminal . . . under the jurisdiction of
Teamsters Union Local' 384" and "fall to the bottom of
the seniority list at" the Norristown terminal. Matlack
hired that day, December 9, approximately 16 former
Herman drivers. In addition, Matlack hired two former
Herman mechanics. Consequently, of the approximately
21 employees hired to handle the Con Agra operation,
18 were former Herman workers.
Baker claimed that this type of "take over" by his Em-
ployer occurred "probably on the average of twice a
year" and the newly acquired operation was "just inte-
grated into the Matlack system." In Baker's view, Mat-
lack was obligated, by practice and its, contracts with the
Teamsters, to place the Con Agra "work" at Norris-
town- "it falls under the Norristown terminal" and "be-
longed to Norristown employees." (Cf. R Exhs: 3, 5, 6,
7, & Tr. pp. 266-273.) Baker added that Matlack's 100
terminal system is an "integrated system"; "we work
closely with other terminals through operations or cen-
tral dispatch"; and, in this manner, there is greater oper-
ational efficiency. However, Baker acknowledged that,
in effect, "these specific Con Agra units, because they
were dedicated trailers, were not at this time integrated
into the Matlack central dispatch system." Further, Mat-
lack had obtained "permission" to park its "units" on
Con Agra's property, not at Norristown, from the com-
mencement of operations there. In addition, Matlack had
negotiated with Herman "regarding some of [Herman's]
shop tools, shop equipment, air compressor, those kinds
of items" at the Con Agra site.
Elsewhere, Baker explained, in part as follows:
Q. Now, isn't it true, Mr. Baker, that Matlack en-
tered into negotiations with Con Agra in early De-
cember 1984, to lease part of Con Agra's facility lo-
cated at Martins Creek, Pennsylvania?-:.. I'm talk-
ing about the negotiations for leasing part, of Con
Agra's, facility.
A. Yes.
Q. As a result' of those negotiations, you did
obtain a lease or an agreement to use ,part of Con
Agra's facility at Martins Creek?
A. Yes. An Agreement.
Q. What portion of the property did you get to
use?
A. The shop location and the lower-I call it the
lower yard.
Q. The lower yard; is that where they park the
trucks?
A. Yes.
Q. Is that what you leased it for, for parking pur-
poses?
-
A. Yes.
Q. And the shop would be the mechanics' shop,
where the mechanic work is done?
A. Yes.
Q. When did you get the right to use the Con
Agra facilities? . . . On the 10th of December?
250
DECISIONS OF NATIONAL LABOR RELATIONS BOARD
A. Right.
Q. Even before you hired these former ...
Herman employees, you realized that it was to your
advantage to hire those people because of their ex-
perience at that facility and because of their knowl-
edge of the customers and the routes, and so forth,
isn't that true?
A. Yes.
Q. You realized at that point that they lived close
to the Martins Creek facility, their homes are close
to the Martins Creek facility; isn't that true?
A. I would assume. I don't personally know
where any of them resided who applied.
Q. But that is your assumption?
A. I would assume that.
Q. You also assumed that the Matlack employees
who were working out of Norristown lived closer
to the Norristown terminal, isn't that true?
A. The majority, yes. I do know that there were
some who lived in the Lehigh Valley, also.
Q. So it came as no surprise to you when the
people that signed that list to be transferred to Mar-
tins Creek [G.C. Exh. 5] ..., that the great majori-
ty of those were former Herman employees, isn't
that true?
A. Right.
Q. And from the very beginning, your Company
assumed that those people would be working out of
that terminal, isn't that true?
A. No. We didn't presuppose anything. Under
our contractual obligations with Local 384, we
posted it for transfer, which was open to all Norris-
town employees.
Q. Yes. But you knew deep down in your heart
that people who were working at Martins Creek
would be the ones who would apply for that job
and that those working out of Norristown wouldn't
be interested in that work; isn't that true?
A. That would be a logical assumption.
Q. And the only reason you, when you hired
these men you told them they'd be working out of
Norristown, was to satisfy that technicality, that
you had to go through that, to let everyone bid on
those jobs because you knew the end result would
be that the Matlack-the Martins Creek employees
would be the ones who would get the jobs and
would be the ones who would bid on it; isn't that
true?
A. Yes.
Baker further recalled:
I [Baker] received another phone call from, I be-
lieve, a Mr. Ehrlic, approximately a week later
.... He asked if I was coming up to negotiate a
contract with the Bakery Union, and I said I had no
intention of negotiating a contract since I was under
obligation with 384 at Norristown ... .
Baker could not recall a later telephone conversation
with Limsenbigler.
Stanley Bowers, now terminal manager for Matlack at
"the Martins Creek facility," testified that he assumed his
"current position" on December 24, 1984; that previous-
ly he was the "terminal manager at Norristown"; that
Matlack, prior to its takeover of Herman's operation,
performed hauling work for Con Agra "on a back up
basis"-"it was work that was normally performed by
Herman that they could not cover"; and that
I [Bowers] found out that Herman's contract [with
Con Agra] was going to be due up . . . . So, we
made a sales call to put our bid in and see if we
could take a bit of the work.
J3owers asserted that Matlack previously contemplated
that the Con Agra work "was going to fall into Norris-
town, and the cleaning [of trailers] was going to be done
at Norristown." However, elsewhere, Bowers explained
that Matlack, from the outset of its take over of the Con
Agra job in 1984, "anticipated that in the near future this
work may be redomiciled closer to the Con Agra facility
" (R. Exh. 3.)7
Matlack, took over the Con Agra operation on Decem-
ber 10.5 Bowers testified that
one problem that we realized . . . it was going to
take a lot [of the drivers'] time to report to Norris-
town . . . so I contacted Mr. Baker on December
10 . . . and that's when we decided . . . if we just
couldn't park the units [ a t Con Agra] ... .
Matlack also "had fuel brought in to Martins Creek that
afternoon." The 16 former Herman drivers thus contin-
ued to do their jobs from the Con Agra site. In addition,
Bowers recalled that on December 21, 11 days later, he
was "informed that, as of December 24, we would be
operating as a terminal in Martins Creek." Bowers there-
upon transferred to Martins Creek. Bowers insisted that
"Matlack has what is known as' a central dispatch
system." However, on cross-examination, Bowers ac-
In addition, Baker related his telephone conversation
with Limsenbigler on December 3, 1984, as follows:
He [Limsenbigler] called and identified himself as
being with the Bakers Union. He understood that
Matlack was taking over the business at Con Agra
and wanted to know if Matlack intended to-I
don't know if he used the word negotiate or put the
drivers in the Bakery Union. My response was that
we had a contract with Local 384, and the work
was being handled out of Norristown, and I would
get back to him.
' In the past, Con Agra's trailers had been cleaned at the Con Agra
site. According to Bowers, Con Agra "had been notified by the EPA
.
. they had to discontinue cleaning on the property " Consequently, as
noted above, the Con Agra trailers, during Herman's performance of the
work involved, were in fact cleaned on a nearby farm site Bowers ex-
plained to Con Agra that, if Matlack's bid were accepted, this "cleaning
would be done at Norristown."
8 Bowers explained that, after Matlack's bid was accepted by Con
Agra, "we processed three drivers that first week" in Norristown; Mat-
lack also hired the Herman dispatchers "knowing that they were familiar
with the work"; Matlack advertised and held interviews for additional
personnel; and 16 new drivers were hired-"all former drivers for Her-
man's Martins Creek facility " According to Bowers, "everybody went to
the bottom of the Norristown seniority list."
MATLACK, INC.
251
knowledged that the "drivers that are: involved in' this
case ... never in fact used the central dispatch office"
of Matlack-they are "not assimilated into the central
dispatch" because they "have to return the [Con Agra]
trailers.9
The testimony detailed supra is by and large undis-
puted. There are, however, some conflicts. I' credit the
above testimony of Limsenbigler, Reph, Bear, Rice, and
Flamisch as a reasonable , complete, and candid recitation
of the pertinent sequence of events . Insofar as the testi-
mony of Baker and Bowers may conflict with the above
testimony of Limsenbigler, Reph, Bear, Rice, and Fla-
misch, I find the testimony of the latter witnesses to be
more complete, reliable, and trustworthy here. The testi-
mony of the latter witnesses was in significant part mutu-
ally corroborative, substantiated by undisputed documen-
tary evidence, and substantiated by acknowledgements of
the Employer's representatives. And, relying also on de-
meanor, I was favorably impressed with the candor of
the latter witnesses.
Discussion
We are mainly , concerned here with the applicability
of settled legal principles of successorship and accretion
to the essentially undisputed evidence of record. As the
court explained in NLRB v. Jeffries Lithograph Co., 752
F.2d 459, 463 (9th Cir. 1985),
A successor employer is a firm which, having
hired most of its employees from `a predecessor em-
ployer's workforce, conducts' essentially the same
business that the predecessor did . . . . When a
properly recognized ' or Board-certified union has
represented the predecessor's employees,' the law
presumes that a majority of'-the successor's employ-
ees support the same union . . . . This presumption
places the successor employer under a' duty to bar-
gain with the union ... .
The reason for the presumption is that a mere
change in ownership, without an essential change in
working conditions, is not likely to change employ-
ees' attitudes toward union representation [NLRB v.
Burns International Security Services , -406 U.S. 272
(1972).]
9 James Shelton, business representative for the Eastern Conference of
Teamsters, identified the Eastern Area Tank Haul Agreement (R. Exh
1). In his view, under this agreement,
When a carver [like Matlack] operating under this contract finds
new business and brings that new business into its system,
. the
position of the Eastern Conference of Teamsters with respect to the
coverage of this contract [is] ... it's an accretion to the bargaining
unit .
The employer involved, like Matlack, has "no authority to determine
what Union will have jurisdiction over its operation, [that is] what Union
within the Teamsters Union." Shelton then explained the procedure and
method for resolving such a dispute. He insisted that the Con Agra work
is an "accretion to the bargaining -unit, therefore, it comes under Team-
sters " Further, he noted similar acquisitions by other employers 'operat-
ing under this agreement .
Also see the testimony of Raymond Snyder, formerly associated with,
among others, Chemical Tank Lines, a carrier under contract with the
Teamsters (Tr 281-291). He too similarly asserted that : "we understood
that any work that we acquired was going to be put under the Eastern
Area Tank Haul Agreement."
And, 'in Airport Bus Service, 273 NLRB 561, 562 (1984),
the Board restated the controlling considerations, as fol-
lows:
An employer which takes' over a business is a
"successor" if there is continuity in the employing
industry after the change in ownership . Although
all the circumstances are considered , the key factor
in making a successorship determination is whether
a 'majority of the new employer 's bargaining unit
employees were members of the predecessor's unit
work force"at or near the time it ceased operations.
Accretion, on the other hand, is a limited, practical ex-
ception or accommodation. The Court, in NLRB Y. Secu-
rity-Columbian Banknote Co., 541 F.2d 135, 140 (3d Cir.
1976), observed:
Simply stated, an accretion is the incorporation
of employees into an -already existing larger unit
when such a community of interest exists among the
entire group that the additional employees have no
separate unit identity [and thus are] properly gov-
erned by the larger group's choice of bargaining
representative.
The Court noted, however, that the "Board has restric-
tively applied the accretion principle since it operates to
deny the accreted employees a vote on their choice of
bargaining representative."
Applying the foregoing legal principles to the essen-
tially undisputed and credited evidence of record, I find
and conclude that Matlack became a successor employer
of Herman upon its December 10, 1984 takeover of the
Con Agra ' flour hauling operation. Herman, for many
years, had recognized the Bakery Union as the exclusive
bargaining agent of the driver and mechanic employees
engaged in the hauling of Con Agra's flour. These driver
and mechanic employees constituted , at all times perti-
nent here, a separate and appropriate unit for collective-
bargaining purposes.
Matlack, on takeover,
continued
this same flour hauling operation.
Matlack hired the
former Herman drivers and mechanics . Only three new
employees, of a total of some 21 , were hired. The same
dispatchers were hired. And, the drivers and mechanics
continued, without any interruption or break in service,
to perform the same, duties which they had performed
for Herman. The tractors and trailers were still parted at
the Con Agra facilities ; the same Con Agra trailers were
hauled; the normal workday remained unchanged; there
was no interchange with other Matlack personnel; the
total work force remained essentially the same ; the same
product was hauled in the same trailers to the same cus-
tomers; the dispatch system remained unchanged; and
Matlack even purchased equipment , and property from
Herman , in order to continue this flour hauling operation
at the Con Agra site . In_ short, we have here a "mere
change in ownership 'without any essential , change in
working conditions," with virtually all the predecessor's
employees still performing the unit work . Cf. Jeffries
Lithograph, supra, and cases cited.
Matlack argues that the Con Agra site drivers and me-
chanics should be accreted into its existing work , force.
252
DECISIONS OF NATIONAL LABOR RELATIONS BOARD
However, as the record shows, the drivers and mechan-
ics engaged in hauling Con Agra's flour have not lost
their "separate identity"-they have not been incorporat-
ed into "an already existing larger unit" with the re-
quired "community of interest . . . among the entire
group."
Cf. Security
Columbian-Banknote,
supra,
and
cases cited. On the contrary, these drivers and mechanics
continue, as before, to haul the same flour on Con Agra
trailers at the Martins Creek-Treichlers facilities; they
have separate supervision; they do not interchange with
other Matlack personnel; they are geographically sepa-
rate; and they have not even been integrated into the
Matlack central dispatch system because of their limited
and specialized flour hauling duties for Con Agra. These
drivers and mechanics have been represented, for many
years, by the Bakery Union. Under the circumstances
present here, to apply the accretion principle would, in
my view, deny the "accreted employees a vote on their
choice of bargaining representative" (Ibid).10
Matlack further contends that the Bakery Union did
not, make a sufficient demand for recognition. "The
Board and the Courts have repeatedly held that a valid
request to bargain need not be made in any particular
form, or in haec verba, so long as the request clearly in-
dicates a desire to negotiate on behalf of the employees
in the appropriate unit." Cf. Marysville Travelodge, 233
NLRB 527, 532-533 (1977), and cases cited. The essen-
tially undisputed and credited evidence of record amply
demonstrates here that the Bakery Union, at all times
pertinent, sufficiently manifested its desire to continue
representing and negotiating on behalf of the former
Herman drivers and mechanics engaged in hauling Con
Agra's flour at the Martins Creek-Treichlers site. Union
Official Limsenbigler made this clear to Matlack Repre-
sentative Haas and, later, on two occasions, to Matlack
representative Baker. Union Attorney Ehrlic, in like
vein, repeated this request to Matlack Representative
Baker. In response, Baker emphasized that he had "no
intention of negotiating" with the Union because of Mat-
lack's Teamsters contract. The Bakery Union thereupon
filed the instant unfair labor practice charge. Throughout
this running scenario, the Bakery Union unquestionably
represented an overwhelming majority of the' unit em-
ployees. Matlack reasonably understood that the Bakery
Union wanted to continue representing and negotiating
on behalf of these unit employees. )1
10 Matlack asserts in its posthearmg brief (Br. 71-73, 21) that there was
in effect "interchangeability of the employees ." In support of this asser-
tion, Matlack principally relies upon the vague and unclear "understand-
ing" (Tr. 248) of Company Representative Baker about what transpired
during its pretakeover and start up days at the Con Agra site However,
the credited evidence of record, as recited supra, does not establish such
"interchangeability " And, in any event, Baker's somewhat limited "un-
derstanding" falls far short of satisfying this criterion.
II Following the submission of posthearing briefs, the General Counsel
moved to reopen the record to 'remove any "confusion " regarding 'the
names and geographic locations of the [Con Agra] facilities." The plead-
ings and evidence of record sufficiently identify the pertinent facilities,
that is, Con Agra's facilities at Martins Creek and Treichlers Further,
Sandts Eddy has the same mailing address as nearby Martins Creek and is
a part of and included in this alleged unit Therefore, it is unnecessary to
now reopen the record for this limited purpose The motion is denied.
Matlack admittedly entered into and maintained a col-
lective-bargaining agreement with Teamsters Local 773
and applied and implemented the union-security and re-
lated clauses of its Teamsters Union contracts with re-
spect to the former Herman drivers and mechanics en-
gaged in hauling Con Agra's flour. They were required
to join the appropriate Teamsters Local and pay the
specified initiation fees and dues. Matlack failed and re-
fused to bargain with the Bakery Union, rendered unlaw-
ful assistance and support to the Teamsters Union and
discriminated in regard to the hire or tenure or terms
and conditions of employment of its employees, encour-
aging membership in the Teamsters, in violation of Sec-
tion 8(a)(1), (2), (3), and (5) of the Act.
CONCLUSIONS OF LAW
1. Matlack is an employer engaged in commerce as al-
leged.
2. Bakery Union and Teamsters Locals 773 and 384
are labor organizations as alleged.
3. Matlack has violated Section 8(a)(5) and (1) of the
Act by failing and refusing to recognize and bargain col-
lectively and in good faith with the Bakery Union as the
exclusive bargaining agent of its employees in the follow-
ing appropriate unit:
All employees including truckdrivers and mechanics
employed at Martins Creek and Treichlers, Pennsyl-
vania, mills, but excluding office clericals, guards,
janitorial employees and supervisors as defined in
the Act.12
4. Matlack further violated Section 8(a)(2), (3), and (1)
of the Act by granting recognition to Teamsters Locals
773 and 384 as the exclusive bargaining agent of the em-
ployees in the above unit, notwithstanding the fact the
Teamsters Unions did not represent a majority of em-
ployees in the unit; by entering into and maintaining a
collective-bargaining agreement with Teamsters Local
773 as the exclusive bargaining agent of the unit employ-
ees; and by deducting initiation fees and dues from the
unit employees' wages on behalf of the Teamsters Union.
5. The unfair labor practices found above affect com-
merce as alleged.
THE REMEDY
To remedy the unfair labor practices found above, the
Respondent will be directed to cease and desist from en-
gaging in such conduct or like or related conduct and to
post the attached notice at its Martins Creek-Treichlers
(including Sandts Eddy) facilities. Further, to effectuate
the purposes and policies of the Act, the Respondent will
be directed to,,on request, bargain in good faith with the
Charging Party Bakery Union as the exclusive bargain-
ing agent of the unit employees involved and embody in
a signed agreement any understanding reached. Finally,
the Respondent will be directed to make whole the unit
employees for all monetary losses sustained as a result of
its unlawful conduct, including the reimbursement of the
12 As explained supra, this unit, alleged in the complaint , includes the
proximately located Sandts Eddy Con Agra facility
MATLACK, INC.
unit employees for 'ues and initiation fees unlawfully
withheld from their wages and unrefunded to date,l"-to-
gether with interest, as provided in Florida Steel Corp.,
231 NLRB 651 (1977).
On these findings of fact and conclusions of law and
on the entire record; I issue the following recommend-
ed14
ORDER
The Respondent, Matlack, Inc., Lansdowne, Pennsyl-
vania, its officers, agents, successors, and assigns, shall
1. Cease and desist from
(a) Failing and refusing to bargain collectively and in
good faith with Local 6, Bakery and Confectionery
Workers Union of America, AFL-CIO as the exclusive
bargaining agent of the employees in the following ap-
propriate unit, with respect to rates of pay, hours of em-
ployment, and other terms and conditions of employ-
ment. The appropriate unit is:
All employees including truckdrivers and mechanics
employed at Martins Creek and Treichlers, Pennsyl-
vania, mills, but excluding office clericals, guards,
janitorial employees and supervisors as defined in
the Act." s
(b) Granting recognition to Teamsters Locals 773 and
384 as the exclusive bargaining agent of the unit employ-
ees, notwithstanding the fact that the Teamsters Unions
do not represent a majority of the unit employees; enter-
ing into and maintaining a collective-bargaining agree-
ment with Teamsters Local 773 as the exclusive bargain-
ing agent of the unit employees, notwithstanding the fact
that the Teamsters Union does not represent a majority
of the unit employees; and deducting initiation fees and
dues from the unit employees' wages on behalf of the
Teamsters Union.
(c) 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) On request, bargain collectively and in good faith
with the Bakery Union as the exclusive bargaining repre-
sentative of the unit employees, with respect to rates of
pay, hours of employment, and other terms and condi-
tions of employment, and embody in a signed agreement
any understanding reached.
(b) Make whole the above unit employees for all mon-
etary losses sustained, including unlawfully
withheld
dues and initiation fees, together with interest, as provid-
ed in this decision.
(c)
Post
at
its
facilities
in
Martins
Creek and
Treichlers, Pennsylvania, copies of the attached notice
13 The record indicates that some, but not all, dues and/or fees unlaw-
fully withheld from the unit employees have been refunded.
14 If no exceptions are filed as provided by Sec 102 46 of the Board's
Rules and Regulations, the findings, conclusions, and recommended
Order shall, as provided in Sec 102 48 of the Rules, be adopted by the
Board and all objections to them shall be deemed waived for all pur-
poses.
15 See fn 11
253
marked "Appendix."16 Copies of the notice, on forms
provided by the Regional Director for Region 4, after
being signed by the Respondent's authorized representa-
tive, shall be posted by the Respondent immediately
upon receipt and maintained for 60 consecutive days in
conspicuous places including all places where notices to
employees are customarily posted. Reasonable steps shall
be taken by the Respondent to ensure that the notices
are not altered, defaced, or covered by any other materi-
al.
(d) Notify the Regional Director in writing within 20
days from the date of this Order what steps the Re-
spondent has taken to comply.,
16 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 Nation-
al Labor Relations Board" shall read "Posted Pursuant to a Judgment of
the United States Court of Appeals Enforcing an Order of the National
Labor Relations Board "
APPENDIX
NOTICE To EMPLOYEES
POSTED BY ORDER OF THE
NATIONAL LABOR RELATIONS BOARD
An Agency of the United States Government
The National Labor Relations Board has found that we
violated the National Labor Relations Act and has or-
dered us to post and abide by this notice.
WE WILL NOT fail and refuse to bargain collectively
and in good faith with Local 6, Bakery and Confection-
ery Workers Union of America, AFL-CIO as the exclu-
sive bargaining agent of the employees in the following
appropriate unit, with respect to rates of pay, hours of
employment, and other terms and conditions of employ-
ment. The appropriate unit is:
All employees including truckdrivers and me-
chanics
employed
at
Martins
Creek
and
Treichlers, Pennsylvania, mills (including Sandts
Eddy), but excluding office clericals, guards, jani-
torial employees and supervisors as defined in the
Act.
WE WILL NOT grant recognition to Teamsters Locals
773 and 384 as the exclusive bargaining agents of the unit
employees, notwithstanding the fact that the Teamsters
Unions do not represent a majority of the unit employ-
ees;
enter into and maintain a collective-bargaining
agreement with Teamsters Local 773 as the exclusive
bargaining agent of the unit employees, notwithstanding
the fact that the Teamsters Union does not represent a
majority of the unit employees; or deduct initiation fees
and dues from the unit employees' wages on behalf of
the Teamsters Unions.
WE WILL NOT in any like or related manner interfere
with, restrain, or coerce you in the exercise of your
rights guaranteed by Section 7 of the National Labor Re-
lations Act.
254
DECISIONS OF NATIONAL LABOR RELATIONS BOARD
WE WILL, on request, bargain collectively and in good
WE WILL make whole the above unit employees for all
faith with the Bakery Union as the exclusive bargaining
monetary losses sustained, including unlawfully withheld
representative of the unit employees, with respect to
dues and initiation fees, together with interest, as provid-
rates of pay, hours of employment, and other terms and
ed in this decision.
conditions of employment, and embody in a signed
agreement any understanding reached.
MATLACK INC.