NOTICE:  This opinion is subject to formal revision before publication in the bound volumes of NLRB decisions.  Readers are requested to notify the Executive Secretary, National Labor Relations Board, Washington, D.C.  20570, of any typographical or other formal errors so that corrections can be included in the bound volumes.

Virginia Mason Medical Center and United Staff Nurses Union Local 141 a/w United Food & Commercial Workers International Union, CLC.1  Case 19–CA–29046

August 21, 2007

DECISION AND ORDER

By Chairman Battista and Members Schaumber
and Kirsanow

On June 14, 2004, Administrative Law Judge Clifford H. Anderson issued the attached decision.  The Respondent and the General Counsel each filed exceptions, a supporting brief, an answering brief, and 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,2 and conclusions and to adopt the recommended Order as modified and set forth in full below.3

In adopting the judge’s conclusion that the Respondent unlawfully withdrew recognition from the Union during the certification year, we agree with the judge’s finding that the Respondent failed to show that the Union engaged in inexcusable procrastination or otherwise manifested bad faith in delaying bargaining.

The Union was certified as the exclusive bargaining representative of the unit employees on December 6, 2000.  The Respondent tested the certification, which the District of Columbia Circuit ultimately upheld on May 28, 2002,4 enforcing the Board’s bargaining order.  To prepare for bargaining, the Union requested information on June 25; the Respondent supplied the information on June 27.  On August 28, the Union requested that the Respondent meet to negotiate on October 1, 2, or 3.  The Respondent accepted the first of these dates, and the parties began negotiations on October 1.

Less than a year later, on September 24, 2003, the Respondent received a document titled “Petition to Decertify the Union” dated September 23, 2003, containing the signatures of 9 of the 18 unit employees.  Based on this petition, the Respondent withdrew recognition from the Union on September 26, 2003.

The judge found that the withdrawal of recognition violated Section 8(a)(5) on two separate grounds.  First, rejecting the Respondent’s contention that the Union engaged in inexcusable procrastination or otherwise manifested bad faith in delaying bargaining, the judge found that the certification year began to run on October 1, 2002, and therefore that the Respondent unlawfully withdrew recognition during the certification year.  Second, citing Chelsea Industries, 331 NLRB 1648 (2000), enfd. 285 F.3d 1073 (D.C. Cir. 2002), the judge found that the Respondent was precluded from relying on the September 23 petition as a basis for withdrawing recognition because the petition predated the expiration of the certification year.  We affirm the judge’s 8(a)(5) finding based on the first of these grounds.5

Where an employer has refused to bargain with a certified union while pursuing its right to judicial review, the certification year begins on the date of the parties’ first bargaining session following final affirmance of the Board’s order, Van Dorn Plastic Machinery Co., 300 NLRB 278 (1990), enfd. 939 F.2d 402 (6th Cir. 1991), unless “there is a significant delay in the start of bargaining attributable to inexcusable procrastination or other manifestation of bad faith on the part of the union,” id. at 278 fn. 4.  When the start of the certification year has been delayed because of litigation, “‘some time can reasonably be allowed before the certification year begins for the union to reestablish contacts with unit employees to facilitate bargaining on their behalf.’”  Id. at 278–279 (quoting Dominguez Valley Hospital, 287 NLRB 149, 150 (1987), enfd. 907 F.2d 905 (9th Cir. 1990)).

Here, there was nearly a year-and-a-half delay from certification until the court of appeals enforced the Board’s bargaining order.  Less than a month later, the Union requested information it needed for bargaining; and it sought bargaining within 2 months of receiving the requested information.  The Respondent accepted the first bargaining date that the Union suggested.  There is no evidence of bad faith on the Union’s part.  Nor is there evidence that the Respondent complained about delay or requested an earlier bargaining date.  Four months passed from the court’s enforcement of the bargaining order to the start of bargaining; but that delay does not strike us as inexcusably long to formulate information requests, to assimilate the information received, to reestablish contacts with unit employees, and to otherwise prepare for bargaining an initial contract.  On this record, the Respondent has not shown that the delay was attributable to inexcusable procrastination or bad faith.6  Accordingly, we agree with the judge that the certification year began on October 1, 2002.7

Remedially, the judge recommended that the Respondent be required to recognize and bargain in good faith with the Union for 6 months following resumption of face-to-face bargaining as if the initial year of certification had been extended for that period.  The judge did not, however, justify the imposition of such an order as required by the District of Columbia Circuit.  See, e.g., Vincent Industrial Plastics, Inc. v. NLRB, 209 F.3d 727, 734 (D.C. Cir. 2000); Lee Lumber & Building Material Corp. v. NLRB, 117 F.3d 1454, 1461–1462 (D.C. Cir. 1997); Exxel/Atmos, Inc. v. NLRB, 28 F.3d 1243, 1248 (D.C. Cir. 1994).  Nevertheless, for the reasons set forth below, we agree with the judge that such an affirmative bargaining order is warranted on the facts of this case.8

The Board has previously held that an affirmative bargaining order is “the traditional, appropriate remedy for an 8(a)(5) refusal to bargain with the lawful collective-bargaining representative of an appropriate unit of employees.” Caterair International, 322 NLRB 64, 68 (1996).  In several cases, however, the District of Columbia Circuit has required the Board to justify, on the facts of each case, the imposition of an affirmative bargaining order.  In Vincent Industrial Plastics, supra, the court stated that an affirmative bargaining order “must be justified by a reasoned analysis that includes an explicit balancing of three considerations: (1) the employees’ Section 7 rights; (2) whether other purposes of the Act override the rights of employees to choose their bargaining representatives; and (3) whether alternative remedies are adequate to remedy the violations of the Act.”  Supra at 738.  Consistent with the court’s requirement, we have examined the particular facts of this case and we find that a balancing of the three factors warrants an affirmative bargaining order.9

(1) An affirmative bargaining order vindicates the employees’ Section 7 rights by providing the employees, who were denied the benefits of collective bargaining by the Respondent’s unlawful withdrawal of recognition, with the opportunity to negotiate and execute an initial collective-bargaining agreement.  This is particularly important given that here, the Respondent’s withdrawal of recognition found to have violated Section 8(a)(5) also contravened the Board’s earlier decision and order, enforced by the D.C. Circuit, requiring that the Respondent recognize and bargain with the Union.  Virginia Mason Medical Center, 333 NLRB No. 125 (2001) (not reported in Board volumes), enfd. 35 Fed. Appx. 4 (D.C. Cir. 2002).  At the same time, an affirmative bargaining order does not unduly burden the Section 7 rights of employees who might oppose continued union representation because the duration of the order is no longer than is reasonably necessary to remedy the ill effects of the Respondent’s unlawful withdrawal of recognition.

(2) An affirmative bargaining order also serves the policies of the Act by fostering meaningful collective bargaining and industrial peace.  It gives the parties time to resume negotiations and to execute a collective-bargaining agreement if those negotiations are successful.  It also ensures that the Union will not be pressured, by the possibility of another challenge to its majority status, to achieve immediate results at the bargaining table—results that might not serve the best interests of the bargaining-unit employees.

(3) A cease-and-desist order without the temporary bar on challenges to the Union’s majority status attendant on an affirmative bargaining order would be inadequate to remedy the Respondent’s unlawful withdrawal of recognition and refusal to bargain because it would allow another such challenge to the Union’s majority status before the taint of the Respondent’s previous unlawful withdrawal of recognition has dissipated.  Allowing another challenge to the Union’s majority status without such a period for bargaining would be particularly unfair in light of the fact that the litigation of the Union’s charges in this case has taken several years and, as a result, the Union once again finds itself needing to reestablish its representative status with unit employees.  Indeed, permitting a decertification petition to be filed immediately might very well allow the Respondent to profit from its own unlawful conduct.  We find that these circumstances outweigh the temporary impact the affirmative bargaining order will have on the rights of employees who oppose continued union representation.

ORDER

The National Labor Relations Board orders that the Respondent, Virginia Mason Medical Center, Bainbridge Island, Washington, its officers, agents, successors, and assigns, shall

1.  Cease and desist from

(a) Counseling and issuing warnings to its employees for engaging in protected concerted activity.

(b) Withdrawing recognition from the Union as the collective-bargaining representative of its employees in the unit set forth below, and refusing to meet and bargain in good faith with the Union.

(c) In any like or related manner interfering with, restraining, 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) Rescind the September 2, 2003 counseling and the September 8, 2003 written warning of employee Jeanette Rerecich.

(b) Within 14 days from the date of this Order, remove from its files any reference to the unlawful counseling and written warning of Jeanette Rerecich, and within 3 days thereafter notify her in writing that this has been done and that the counseling and written warning will not be used against her in any way.

(c) Recognize and, on request, bargain with the Union as the exclusive representative of the employees in the following appropriate unit concerning terms and conditions of employment and, if an understanding is reached, embody the understanding in a signed agreement:

 

All registered nurses and all other professional employees employed by the Respondent at its Winslow (Bainbridge Island) facility, but excluding all physicians, all nonprofessional employees, and guards and supervisors as defined by the Act.

 

(d) Within 14 days after service by the Region, post at its Bainbridge Island, Washington facility copies of the attached notice marked “Appendix.”10  Copies of the notice, on forms provided by the Regional Director for Region 19, after being signed by the Respondent’s authorized representative, shall be posted by the Respondent 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 material.  In the event that, during the pendency of these proceedings, the Respondent has gone out of business or closed the facility involved in these proceedings, the Respondent shall duplicate 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 September 2, 2003.

(e) Within 21 days after service by the Region, file with the Regional Director a sworn certification of a responsible official on a form provided by the Region attesting to the steps that the Respondent has taken to comply.


Dated, Washington, D.C.   August 21, 2007

 

______________________________________

Robert J. Battista,                                  Chairman

 

______________________________________

Peter C. Schaumber,                 Member

 

______________________________________

Peter N. Kirsanow,                                   Member

 

(seal)            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 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 benefit and protection

Choose not to engage in any of these protected activities.

 

We will not counsel our employees or issue warnings to them because they engage in protected concerted activities.

We will not withdraw recognition from the Union and refuse to meet and bargain in good faith with the Union as the collective-bargaining representative of our employees in the unit set forth below.

We will not in any like or related manner interfere with, restrain, or coerce you in the exercise of the rights guaranteed to you by Section 7 of the Act, which are listed above.

We will rescind the September 2, 2003 counseling and the September 8, 2003 written warning of employee Jeanette Rerecich.

We will, within 14 days from the date of the Board’s Order, remove from our files any reference to the unlawful counseling and written warning of employee Jeanette Rerecich, and we will, within 3 days thereafter, notify her in writing that this has been done and that the counseling and written warning will not be used against her in any way.

We will recognize and, on request, bargain with the Union as the exclusive representative of our employees in the following appropriate collective-bargaining unit concerning terms and conditions of employment and, if an understanding is reached, embody the understanding in a signed agreement:

 

All registered nurses and all other professional employees employed by our Winslow (Bainbridge Island) facility, but excluding all physicians, all nonprofessional employees, and guards and supervisors as defined by the National Labor Relations Act.

 

Virginia Mason Medical Center

 

Richard Fiol, Esq. and Martin Eskenazi, Esq., for the General Counsel.

Mark A. Hutcheson Esq., Robert F. Porcarelli, Esq., and Sara S. Bowen, Esq. (Davis Wright Tremaine LLP), with them on brief, of Seattle and Bellevue, Washington, for the Respondent.

DECISION

Statement of the Case

Clifford H. Anderson, Administrative Law Judge.  I heard the above-captioned case in trial in Seattle, Washington, on March 23 and 25, 2004, pursuant to a complaint and notice of hearing issued by the Regional Director of Region 19 of the National Labor Relations Board on February 27, 2004.  The complaint is based on a charge filed by the United Staff Nurses Union Local 141 affiliated with United Food & Commercial Workers International Union, AFL–CIO (the Charging Party or the Union) against Virginia Mason Medical Center (the Respondent) on December 11, 2003, docketed as Case 19–CA–29046, and amended on December 25, 2003.  The Respondent filed a timely answer and amended answer to the complaint.

The complaint, as amended at the hearing, alleges, and the answer denies, inter alia, that the Respondent on or about September 2, 2003, wrongfully orally disciplined employee Jeanette Rerecich and on September 8, 2003, issued her a written warning in violation of Section 8(a)(1) of the National Labor Relations Act (the Act).  The complaint further alleges, and the answer denies, that the Respondent in June 2003 restructured its Winslow facility operations resulting in the June 16, 2003 layoff of employee Denise Janetos and the September 24, 2003 layoff of employee Maree Zawoysky without notice to the Union or affording it an opportunity to bargain with respect to this conduct in violation of Section 8(a)(5) and (1) of the Act.  The complaint further alleges that Respondent changed the work schedule of employee Jeannette Rerecich without notice to the Union or affording it an opportunity to bargain with respect to this conduct in violation of Section 8(a)(5) and (1) of the Act.  Finally the complaint alleges and the answer denies that the Respondent on or about September 26, 2003, withdrew its recognition of the Union as the exclusive representative of a unit of the Respondent’s Winslow employees in violation of Section 8(a)(5) and (1) of the Act.

Findings of Fact

Upon the entire record herein, including helpful briefs from the Respondent and the General Counsel, I make the following findings of fact.1

i.  jurisdiction

The Respondent is a nonprofit corporation providing integrated health care in the Washington State, Puget Sound area.  It operates an acute-care hospital in Seattle, Washington, and 19 nonacute care outpatient facilities, one of which is located in Winslow, Washington on Bainbridge Island.  At all times material the Respondent has annually enjoyed gross sales of goods and services in excess of $250,000 and has purchased and caused to be transferred and delivered to its Washington State facilities goods and materials of a value in excess of $5000, which originated outside the state.

Based on the above, there is no dispute and I find the Respondent is and has been at all times material an employer engaged in commerce within the meaning of Section 2(2), (6), and (7) and a health care institution within the meaning of Section 2(14) of the Act.

ii.  labor organization

The record establishes, there is no dispute, and I find the Union is a labor organization within the meaning of Section 2(5) of the Act.

iii.  the alleged unfair labor practices

A.  Evidence

1.  Background

At all relevant times the Respondent has maintained a non-acute care outpatient clinic in Winslow, Washington (the Clinic).  The Clinic is managed onsite by Clinic Manager Terri Hazelton, Clinic Supervisor Carla Mather, and Clinic Section Head Dr. Kim Leatham.  The facility is part of a system of clinics throughout the Puget Sound.  The Clinic employs approximately 80 employees, including doctors, registered nurses, a pharmacist, and medical assistants.

2.  Events relevant to the discipline of Jeanette Rerecich

Rerecich is a longtime registered nurse and Clinic employee who had been working as part of the Clinic’s internal medicine team.  Rerecich testified that in the spring of 2003, a morale committee made up of various nonmanagement Clinic employees was formed toattempt to identify clinic problems and come up with solutions in order to improve morale.”  Rerecich testified she was a supporter of the idea but was not a member.  She did receive e-mails from the committee however including one dated June 30, 2003, addressed to “the team” from the committee leader containing a summary of employee responses to the committee dealing with problems and suggestions for improvement.  She testified that she:

 

Believed that this was—the team had said that they would keep the staff updated regarding their progress and, when I received this e-mail, that’s how I perceived it, that it was an update from the team for the staff.

 

Sometime in the first week of July, Rerecich had a discussion with a fellow employee, Janice O’Conner, regarding certain problems at the Clinic during which the content of the e–mail was mentioned by Rerecich.  She testified:

 

I asked [O’Conner] if she had a chance to look at the results of the findings of the committee and she informed me that she did not get the e-mail and asked if she could have a copy and so I printed it off and gave it to her.

 

Members of the committee came to learn that Rerecich had given a copy of the e-mail communication to O’Conner and were evidently displeased.  They sent an e-mail to Rerecich titled “Recent Episode of ‘inappropriate behavior,’” which stated:

 

Some of the issues that we’re clearing identified recently through our team’s efforts were lack of trust, communication, confidentiality and honesty among management members.  As a “team” we have tried to enforce these values among ourselves often times confronting each other in order to maintain a good open relationship.

We, as a group, would like to convey to you our disappointment in your inappropriate decision to share information that was confidential.  It indicates to us that management is not only a fault for lacking these virtues [sic].  The issues raised should be directed toward the entire staff.

This type of behavior cannot be tolerated as it perpetuates the underlying problem we have here in the clinic.  That being poor morale due to lack of trust.  We will work through this.  Hopefully as a group of individuals working closely together on a daily basis we will begin to recognize the importance of interacting with each other honesty, [sic] openly and respectfully.

 

Those involved spoke of the matter to Clinic Section Head Dr. Leatham over the following days and management was made aware of employee unhappiness over the memo being provided to another employee.

Rerecich testified that on September 2, 2003, in Clinic Manager Hazelton’s office, the matter of the e-mail and her provision of the memo to another employee came up.  Rerecich recalled:

 

[Hazelton] said that—that she knew that I had shared a confidential e-mail and informed me that this was not an okay thing to do and that I was the nurse on the team and that I should be careful of doing this, and my response to her was I did not know this was a confidential e-mail, it was not labeled confidential, that my impression when I did share it with Janice [O’Conner] was that this was an update from the team to the clinic staff.

 

On September 8, 2003, Rerecich received a written warning on Respondent’s preprinted form entitled: “Documentation of Written Warning for Inappropriate Behavior.”  The document was triggered by an event involving patient information confidentiality occurring on September 2, 2003, but the warning also referred to the “team” memorandum issue.  The warning, the omitted portion of which addresses the September 2, 2003 patient confidentially matter not under challenge herein, states in part:

 

This warning is being given for your continued demonstration of a pattern of unprofessional behavior, of exercising poor judgment as a health care provider & in demonstrating disruptive behavior.  You have been counseled on these issues previously, specifically on February 1, 2003, July 9, 2003 & most recently on September 2, 2003.

.  .  .  .

Past dates and subject of discussions we have had with you are:

.  .  .  .

9/2/03 Sharing of a confidential e-mail with a co-workers [sic] demonstrated a lack of good judgment & resulted in disrupting the morale of your coworkers & made them very angry.

Please be advised that if corrective action is not undertaken immediately or if there are further demonstrations of such unacceptable behaviors, it may lead to further disciplinary action up to and including termination of employment.

3.  Bargaining history

On September 8, 2000,2 the Union filed a representation petition in Case 19-RC-14016 seeking to represent certain employees at the Clinic.  On October 19, 2000, the Regional Director directed an election in Case 19–RC–14016 in the following unit (the unit) of employees:

 

All registered nurses and all other professional employees employed by the Respondent at its Winslow (Bainbridge Island) facility, but excluding all physicians, all nonprofessional employees, and guards and supervisors as defined by the Act.

 

The Respondent sought Board review of the direction of election, but on November 14, 2000, the Board denied the Respondent’s request for review.  An election was held on November 17, 2000, and on December 6, 2000, the Regional Director issued a Certification of Representative certifying the Union as the exclusive representative of unit employees for purposes of collective bargaining.  The Respondent sought Board review of this certification, but the Board denied the request for review on January 3, 2001.

The Union, by letter of December 26, 2000, requested the Respondent recognize and bargain with it respecting the unit. On January 24, 2001, the Respondent refused to recognize or bargain with the Union.  An unfair labor practice charge was filed by the Union on February 12, 2001, in Case 19–CA–27401, respecting the refusal.  Complaint issued on February 23, 2001, and the Board on April 18, 2001, in a decision reported at 333 NLRB No. 125 (2001) (not reported in Board volumes), granted summary judgment in favor of the General Counsel.  The Board’s Order required the Respondent to post remedial notices for 60 days, to bargain on request with the Union and held, at page 2 of slip op.:

 

To ensure that the employees are accorded the services of their selected bargaining agent for the period provided by law, we shall construe the initial period of the certification as beginning the date the Respondent begins to bargain in good faith with the Union.  Mar-Jac Poultry Co., 136 NLRB 785 (1962); Lamar Hotel, 140 NLRB 226, 229 (1962), enfd. 328 F.2d 600 (5th Cir. 1964), cert. denied 379 U.S. 817 (1964); Burnett Construction Co., 149 NLRB 1419, 1421 (1964), enfd. F.2d 57 (10th Cir. 1965).

 

The Respondent refused to comply with the Board’s Order and the matter was taken to the United States Court of Appeals for the District of Columbia on the Respondent’s petition for review.  On May 28, 2002, in an unreported decision, the Court of Appeals for the District of Columbia issued its order denying the Respondent’s petition and granting the Board’s cross-application for enforcement, 35 Fed. Appx. 4 (2002), WL 1052019 (D.C. Cir.).

In response to the Court of Appeals’ order, the Respondent posted the required Board notices starting on June 20, 2002 and, presumably, ending on or about August 20, 2002.3  On June 25, 2002, the Union requested a substantial amount of information from the Respondent respecting the unit employees for the year preceding the request.  The Respondent timely supplied the requested information.  On August 28, 2002, the Union requested the Respondent meet to negotiate on October 1, 2, or 3, 2002.  On August 30, 2002, the Respondent accepted the October 1, 2002 date for the first bargaining session.  The parties met on October 1, 2002, in face-to-face bargaining and thereafter on multiple occasions over the following months with the final meeting held on September 26, 2003, which was the 22d bargaining session.

During the course of bargaining, the parties negotiated and reached tentative agreement on various matters conditioned on complete agreement on a new contract.  Thus on June 20, 2003, the parties reached a tentative agreement on contract language covering per diem employees including the following:

 

Per diem employees shall make a good faith effort to work at least one (1) eight hour shift every two pay periods, unless other specific arrangements are made with the Clinic in advance.  Any per diem employee not meeting this commitment may be terminated due to lack of availability.  In addition, a per diem employee may be terminated if the per diem employee has not worked at the Clinic for a period of no less than one year because of lack of available work at the Clinic.

 

On Wednesday, September 24, 2003, Clinic Manager Terri Hazelton received a document entitled: “Petition to Decertify the Union” dated September 23, 2003, which contained the text: “We the below would like to decertify the union,” and bore the signatures of nine unit members.  The Respondent’s agents at the September 26, 2003 bargaining session provided a copy of the letter to the Union’s bargaining agents.  At the same time, the Respondent’s counsel told the union bargainers that based on the document, the Respondent believed the Union did not have the support of a majority of unit employees and that it would be unethical to continue bargaining in such circumstances.  In light of this, the Respondent’s counsel asserted, the Respondent was withdrawing recognition.  The Respondent confirmed this position by letter the same day and has at all times thereafter refused to recognize or bargain with the Union as the representative of unit employees.

4.  Events relevant to the prewithdrawal of recognition
bargaining allegations

a.  Employee Janetos

Janetos is a nurse practitioner.  She began her employment with the Respondent in May of 1998 at another of the Respondent’s clinics and transferred to the Clinic in the fall of 2001 working in the Clinic’s urgent care department on a half-time basis.4  In early 2003, Janetos took employment elsewhere, quit her regular Clinic employment, and on February 2, 2003, was converted to a per diem employee.5  From that time forward to mid-June 2003, Janetos worked some days and was unavailable for others days when called.

On June 13, 2003, following a telephonic message left by Clinic Manager Hazelton and a vacation delay, Hazelton and Janetos met at the Clinic alone in Hazelton’s office.  Janetos testified that Hazelton told her they would not be needing her any longer and that “they needed to clean up the roster of per diems and that they had hired someone to work in urgent care.”  Janetos recalled that although Hazelton repeated the assertion that her release was necessary to clean up the roster, no other reason for her termination was provided.

On or about June 18, 2003, Janetos received a letter dated June 16, 2003, from the Respondent’s human resources department, which stated in part:

 

Due to the evolving needs of the medical center and our current staffing needs, we have decided that we can no longer maintain your status as an on-call employee.  Therefore this letter is to inform you that your position as a per diem employee at VMMC has been terminated effective 6/8/03.

 

The letter gave no other reason for the termination.

 

Hazelton testified that Janetos was not terminated because the roster needed to be “cleaned out” because she had not worked recently, but rather testified that Janetos was discharged because as a per diem employee she had been unavailable for work several times when called.

Janetos sent an e-mail to Dr. Leatham dated June 20, 2003, seeking reconsideration of her termination.  Her note states in part:

 

Terri [Hazelton] also confirmed to me that as a per diem resource I am not costing the clinic anything and the only reason VM is doing this is to “clear up the roster.”  I have a difficult time understanding this decision especially in light of the fact that there is a tentative union contract in place that VM has agreed to with language stating that per diem workers can be terminated if they have not worked in a year.  This is not the case with me.  I realize that there have been times when I was unable to fill in recently. . . .

 

Dr. Leatham responded on July 11, 2003 by e-mail.  Her note begins:

 

I have taken a long time to respond to this because you are represented by the union and this is somewhat of a negotiation that must go through them.  I have always been very open and willing to work directly with any one at the clinic.  Terri, Gary and Karla and I work together to make many decisions about our employee roster.  We all agreed to “clean up” the roster of per diems.  There is a cost associated with keeping per diems on the roster as the organization’s insurance and malpractice costs are based on the total number of professionals on our current roster.  That is one of the driving reasons to keep it lean.

b.  Employee Zawoysky

Zawoysky is a registered nurse who began working on the Clinic’s family practice team in May 2001 as a per diem employee.  At the end of 2002, Zawoysky became eligible for social security benefits which made it desirable to limit her hours at the Clinic to 3 days a month, a reduction from her previous availability.

Zawoysky worked until September 24, 2003, when she received a telephone call from Hazelton who told her: “because of restructuring and rescheduling, we will no longer need your services.”  Zawoysky went to the Clinic the following day and met with Mather and Hazelton.  She testified that she expressed displeasure at the manner of her release and the three discussed the situation.  Zawoysky recalled:

 

[Hazelton] talked about the restructuring of the clinic in terms of, instead of having family practice and internal medicine, they were combining those and calling it adult medicine.  That was going to impact staffing and that was one reason that they would not need me, because they were putting Jeannette Rerecich on five 8-hour days instead of four 10-hour days.

.  .  .  .

She worked in internal medicine and that would mean that they were needing to give some of their regular part-time employees—you know, they were needing to find more hours for their other employees, regular part-time employees.  So that was one reason.  The other was that they had visited other clinics and were being encouraged to decrease the clinic roster.  And then one of the final points that was made was my availability.  Because I was not as available, because my availability had decreased to approximately three—three days a month, they just felt that—she just felt that I wasn’t flexible enough as they needed me to be.

 

Hazelton sent Zawoysky a letter dated September 29, 2004, reiterating in writing the reasons for ending Zawoysky’s position as a per diem employee at the Clinic.  The letter states in part:

 

As I explained, like all the other VM Clinics, we have been asked to take a hard look at our staffing numbers.  We certainly want to have sufficient staff to cover our patient needs, but we also must make sure we are using our staffing wisely and that we are providing work especially for those who have designated FTEs.  As I referenced in our conversation with you and Karla, the need for less per diem staff is directly related to changes over the last few months in our physician staff and the need to adjust the hours of regularly scheduled employees to enable use to schedule them according to their coded hours.  This was not an easy decision to make, nor did we take it lightly or hastily without considering the impact on the Clinic.

Maree, I want to thank you again for your dedication and commitment to the Winslow Clinic.  I know it has been difficult to adjust to all of the changes taking place especially with your need to contain your availability to only 3 days a month.  But it is very hard to stay current in one’s practice and to adjust to ongoing changes without working on a more regularly scheduled basis.  It is also more difficult to schedule per diems that have greater restrictions on the availability than others.

c.  The schedule change of Rerecich

At the September 22, 2003 bargaining session, the Respondent told union negotiators that the Clinic was going to change employee Rerecich’s schedule from 4 10-hour days to 5 8-hour days.  The Union responded that it did not have a problem with her schedule change so long as it was “okay” with Rerecich.  On September 24, 2003, Rerecich received a voice mail to come into the office and discuss a schedule change.  The next day Rerecich reported to work and was told she would be meeting with Mather and Hazelton.

Rerecich testified as to what happened at the meeting:

 

I went up to Terri [Hazelton’s] office and Karla and Terri were there and I believe it was Terri who informed me that my schedule would be changing and she said that I would be now working five 8-hour days and so that I would be covering the internal medicine team all five days.

.  .  .  .

I did not say anything.  I did not feel it was an area that I could enter into or discuss because I had just received the written reprimand shortly before that.  So I simply asked what my hours would be and what time they wanted me to come and what time they wanted me to leave.

Q.  Were you given any choice in deciding whether you wanted to change the schedule?

A.  When it was presented to me, it was—I did not feel there was any room for any discussion, that it was a done deal.

B.  Analysis and Conclusions

1.  The Rerecich discipline—Complaint Paragraph 6

The General Counsel argues that the September 2 verbal counseling and the September 8, 2003 written warning to Rerecich were each directed to Rerecich’s act of sharing information with a fellow employee concerning terms and conditions of employment.  Such actions are protected, the Government argues, citing Kinder-Care Learning Centers, Inc., 299 NLRB 1171 (1990).  The General Counsel emphasizes that the Respondent has no rule limiting employee disclosure of matters concerning working conditions to fellow employees and that there was no restriction or limitation by the Respondent put on the memo shared.  The counseling on September 2, the General Counsel notes, was specifically directed to that protected conduct and under the Respondent’s procedures is part of a progressive discipline system.  Further, argues the General Counsel, the September 8, 2003 written warning built on that counseling session, specifically referring to it as part of “a pattern of unprofessional behavior” which if repeated could lead to termination.  Thus, the warning noted:  “If there are further demonstrations of such unacceptable behaviors, it may lead to further disciplinary action up to and including termination of employment.”

The Respondent makes several arguments.  First, the Respondent notes that the written warning of September 8, 2003, addresses not the release of the memo but rather an independent and important breach of patient confidentiality that is not under challenge as improper by the General Counsel.  Second, the Respondent notes that the basis for the Respondent’s discussion with Rerecich about the memo at no time dealt with the content of the memo, but rather the consequences of its release, i.e., staff disruption.

The General Counsel’s cited cases and a host of others make it clear that employees engage in protected activity when they discuss working conditions with fellow employees.  There were no special rules or restrictions put in place by the Respondent, which limited those rights at the workplace during working hours.  The Respondent does not directly challenge this proposition, but rather asserts that it was not the content of the memorandum that caused the Respondent to counsel Rerecich but rather that she “shared with others a committee e-mail that the committee—not VM management—intended to keep confidential” and “the disruption caused by her conduct.” (R. Posthearing Br. at 20.)

Based on the record as a whole, including the arguments of the parties, I find that Rerecich was engaged in protected activity in passing along the memorandum, I further find that the Respondent may not rely on the “disruption” that Rerecich’s protected conduct apparently caused to justify imposition of discipline.  The events under challenge occurred during the period when the Union was engaged in bargaining for an initial contract.  Employees frequently have differing views respecting the entire process. Matters involving employee consideration and discussion of workplace morale and suggestions addressing them are often not matters of somnolent indifference to employees.  Disruptions may well occur among employees in such a context.  But the employer, the Respondent here, is not entitled to discourage or chill such protected activity because other employees became unhappy with it.  Protected activity does not lose its protected character simply because it does not find favor with other employees.

I find and conclude the Respondent’s counseling was punishment for protected activity and was explicitly designed to discourage such activity in future.  And, given the context, the Respondent will not be heard to suggest that it did not or could not reasonably know that its September 2, 2003 counseling session would have such an effect: That was its purpose.  I find that the Respondent violated Section 8(a)(1) of the Act by counseling Rerecich on September 2.  I therefore sustain Complaint Paragraph 6(a).

The Respondent argues that the September 8, 2003 written warning was directed to other nonprotected conduct and not the sharing of the memorandum.  The Respondent is correct that the patient case confidentiality discipline is the precipitating circumstance for the warning and discipline based on that conduct is not under challenge by the General Counsel.  The Respondent is not correct, however, that the warning of September 8 does not incorporate and, in the sense of a progressive discipline system, build on the memorandum’s release and the September 2, 2003 counseling regarding it.  Since the September 8, 2003 warning incorporates the earlier improper discipline for Rerecich’s protected activity, it also improperly punishes the employee for engaging in that protected activity.  Indeed the September 2 counseling session and the conduct it condemned was explicitly included in the list of conduct on the September 8 warning, coupled with the unambiguous statement that a repeat of such conduct by Rerecich would cause further discipline to be administered.  Thus, the protected conduct is specifically forbidden to Rerecich in the future and the warning threatens further discipline for engaging in such protected activity in future.  The warning is so infused with reference to the earlier protected sharing of the memo that it is not possible to separate the portions of the memo directed to the more recent events involving patient confidentiality.  I therefore find that the Respondent violated Section 8(a)(1) of the Act by issuing the written warning to Rerecich on September 8.  I sustain Complaint Paragraph 6(b).

2.  The prewithdrawal of recognition bargaining allegations6
—Complaint Paragraph 7

The prewithdrawal of recognition bargaining allegations discussed below are alleged in Complaint Paragraph 7(b) to constitute unilateral changes taken “without prior notice to the Union, and without affording the Union an opportunity to bargain with the Respondent with respect to this conduct and the effects of this conduct.”

a.  The terminations of Janetos and Zawoysky

The General Counsel argues that Janetos and Zawoysky were laid off without the Union being informed of and provided an opportunity to bargain respecting their layoffs.  The Government asserts these two individuals represented some 10 percent of the bargaining unit and the Respondent was obligated to bargain with the Union before laying them off.  The General Counsel argues, on brief at 10–11:

 

Normally layoffs after a union certification are not a management prerogative and are a mandatory subject of collective bargaining.  Farina Corp., 310 NLRB 318 (1993); Porta-King Building Systems, 310 NLRB 539 (1993).  The Board has found that the bargaining obligation occurs even though the layoff in question is permanent rather than temporary.  Winchell Co., 315 NLRB 526 (1994). . . .  Indeed, an employer may violate Section 8(a)(5) when it lays off a single employee without giving prior notice to the Union.  See Falcon Wheel Division, 338 NLRB 576 (2002) (the Board found that the layoff of one employee constituted a material, substantial, and significant change in the terms and conditions of employment).

The Respondent argues that it has a “no-layoff” policy and that it did not layoff, but rather terminated Janetos and Zawoysky “pursuant to its practice of ‘cleaning the rosters,’” (R. Br. at 12), i.e., terminating per diem employees who were not working sufficient hours to justify the increased costs of maintaining their per diem status.7  The Respondent argues that this is a longstanding practice and points to documentation received into evidence establishing significant systemwide and Clinic-based terminations of per diem, or on call, employees occurring from 1999.  The Respondent concludes on brief at 13: “The terminations emanated from [the Respondent’s] long-standing practice:  the terminations themselves did not constitute a change in policies or procedures such that notice or an opportunity to bargain was required.”

The Respondent further argues that the parties in fact bargained over Zawoysky’s termination prior to its implementation in that the Union demanded an increase in the Clinic hours of Waterman and those hours could only have come from Zawoysky.  The Respondent also notes that the parties discussed the Janetos termination at the June 24, 2003 negotiations.8  Further, counsel for the Respondent emphasizes the Union never asked for preimplementation notice of termination of per diem employees and never asked for additional bargaining on the matters at issue here.

It is critical at the threshold of the analysis respecting these allegations to establish what was done to these employees and the basis for doing so.  The allegations of the complaint sound only in a violation of Section 8(a)(5) of the Act.  No contention has been made that the Respondent took the action it did because of the employees’ protected activities or in order to manipulate the size of the bargaining unit.

Based on the record as a whole, I find that the Respondent terminated each employee and did not lay them off as the Government contends.  The Respondent’s internal treatment of them as terminated makes this clear.  Further, I find that for purposes of the analysis herein, the two individuals were terminated because the Respondent made a determination that the extent of availability of the two as per diem employees was insufficient to justify their retention on the employee roster. Additionally, I find that the Respondent has established a past practice both systemwide and at the Clinic in which it regularly removes individuals from the per diem roster by terminating them when the Respondent concludes their limited work availability is not sufficient to justify their retention as per diem employees.

Given the above: Was the Respondent obligated under the Act to provide notice and an opportunity to bargain to the Union before it terminated Janetos and Zawoysky?  The General Counsel, citing several administrative law judge decisions, argues that an employer has an obligation to bargain over changes in unit composition, including terminations in newly certified units, even if the employer was following established practice because “it affected a change in the employee’s status as an employee, and is at odds with established Board and judicial precedent, which holds that an employer must maintain the status quo during initial bargaining with a newly certified union and must notify the union before it effects a change in a mandatory subject of bargaining.”  (GC Br. at 13.)  Administrative law judge decisions are not binding precedent and the Board cases cited by the General Counsel9 are not definitive on the point at issue.  I find the quoted proposition asserted by the General Counsel has not been adopted by the Board.

The Respondent, citing Fresno Bee, 337 NLRB 1161 (2002), and Praxair, Inc., 317 NLRB 435 (1995), notes that the Board traditionally requires informing the Union of the rules and standards for employees, but does not require predetermination notification of the application of those rules if they are applied in a manner consistent with past practice.  Unless and until the Board adopts the standard the General Counsel advances or some other standard, the Respondent’s cited cases are persuasive.

Further, I find no unsatisfied obligation to bargain over the effects of these terminations.  Accordingly, I find there was no unfulfilled obligation on the part of the Respondent to bargain over the contemplated terminations of Janetos and Zawoysky either before or after their terminations.  I shall therefore dismiss Complaint Paragraphs 7(a)(1) and (2).

b.  Rescheduling hours of work for Rerecich

As described above, the Respondent informed the Union it intended to change Rerecich’s hours at a bargaining session and the Union answered it agreed as long as Rerecich approved.  Thereafter, Rerecich was informed by management of the change, she acquiesced, and the change was thereafter implemented.

The General Counsel argues, on brief at 18, that the “Respondent did not seek her approval in a noncoercive fashion, and thus violated its bargaining obligation.”  The Government argues that given Rerecich’s earlier discipline, found violative supra, she was particularly sensitive to possible additional employer discipline.  In that context, she would reasonably have been unwilling to disagree with the Respondent’s proposed schedule change and therefore the Union’s condition on its approval of the change, i.e., that she approve, was not met.

The General Counsel makes two additional arguments.  The General Counsel argues, on brief at 18:

 

First, Rerecich had requested representation [and] was told that it was not necessary.  Had [the] Respondent answered yes, the Union would have been present with Rerecich to inform her that it was her choice whether she accepted the scheduled change.

 

The Government thus urges that telling Rerecich that she need not have a union representative present was an element in the Respondent’s course of conduct that broke its bargain with the Union.

I reject this argument because, under Board doctrine, employee union representation during a meeting with her employer is a right only when discipline is reasonably seen as possible as a result of the meeting.  When the Respondent’s agent told Rerecich that, for their meeting, such representation was unnecessary, she was in effect assuring Rerecich that discipline would not be involved in or result from the meeting.  In my view Rerecich could reasonably only have taken assurance from the statement made by management, not the reverse as the General Counsel appears to argue.

Second, the General Counsel argues that the nature of the meeting with Rerecich at which the schedule change was discussed was inherently coercive and that it was therefore “reasonable for Rerecich to conclude that she had no ability to affect the schedule change.”  I also reject this argument because I find the circumstances of the Respondent’s meeting were not improper or unreasonable.  Thus, I find that, while Rerecich may have been unsettled during the arrangement of the meeting and in the meeting itself, the Respondent did not behave in an improper manner such that it would be held to have violated the earlier bargaining table agreement.  And, since the Union had made the bargaining table agreement described without seeking time to contact Rerecich or to contemplate the matter further, no assertion that the Union had insufficient time to bargain about the change will stand.

Based on all the above, I find the Respondent did not violate Section 8(a)(5) and (1) of the Act respecting the Rerecich schedule change.  I shall therefore dismiss Complaint Paragraph 7(a)(3).

 

3.  The withdrawal of recognition allegation—Complaint
Paragraphs 5 and 8

Paragraph 5(a) of the complaint alleges the unit is appropriate for collective bargaining within the meaning of the Act and the Respondent’s amended answer denies that allegation.  Complaint Paragraph 5(b) alleges a majority of employees in the unit selected the Union as their representative in a Board election conducted in Case 19–RC–14016 and complaint paragraph 5(c) alleges the Union was certified as the representative of the unit in Case 19–RC–14016 on December 6, 2000.  The Respondent’s amended answer admits these latter allegations.  Complaint Paragraph 5(d) alleges that at all times since the Union’s certification it has been the representative of unit employees.  The Respondent’s amended answer admits the Union’s exclusive status until September 24, 2003, “when the Union no longer had [the] support of the majority of the employees within the Unit.”  Finally, paragraph 8 of the complaint alleges and the amended answer admits that the Respondent withdrew its recognition of the Union on September 26, 2003, and paragraph 9 of the complaint alleges and the answer denies that the withdrawal constitutions a violation of Section 8(a)(5) of the Act.  There is no dispute that the Respondent on and after that date has withheld and continues to withhold recognition of the Union and continues to refuse to bargain with it.

The Respondent asserts it was proper for it to withdraw recognition from and refuse to bargain with the Union, on and after September 26, 2003, for two independent reasons.  First, the Respondent contends that by the date of its withdrawal of recognition the bargaining unit was no longer appropriate for collective bargaining under applicable Board law.  Second, the Respondent contends that as of September 24, 2003, it was relieved of any obligation to bargain with the Union because it learned that the Union no longer enjoyed the support of a majority of employees in the unit as evidenced by the fact that nine10 unit employees on or about September 23, 2003, signed and provided to the Respondent the employee petition quoted in full above opposing union representation.

These two contentions merit separate consideration.

a.  The appropriateness of the bargaining unit

Under the Act an employer’s collective-bargaining obligation is to bargain with respect to an appropriate unit of employees.  In the instant case, as set forth in detail above, the Board found the bargaining unit appropriate on April 18, 2001, and the Court of Appeals enforced that determination on May 28, 2002.  The Respondent contends that as of September 26, 2003, the unit was inappropriate.

The Respondent does not base its claim on a change in the factual circumstances of the instant unit.  Indeed the factual evidence submitted into evidence by the Respondent in support of its unit claim herein is the identical record that had been before the Board and the Court in making their findings in the unfair labor practice case, discussed supra, that the unit is appropriate.  Rather the Respondent contends that the Board’s decisional law has changed and that the new Board law commands reversal of the Board and Court of Appeal’s earlier findings that the unit is appropriate.

The Respondent bases its argument on four Board cases:  St. Luke’s Health System, 340 NLRB 1176 (2003); Budget Rent-A-Car Systems, 337 NLRB 884 (2002).