Bermudian Springs School District
Opinion of the Court
This matter is before us on an appeal by the Bermudian Springs School District from a final decision of the Pennsylvania Labor Relations Board. The proceeding was initiated by a request for clarification filed by the Bermudian Springs Education Association to clarify the certified bargaining unit for the employes of the Bermudian Springs School District. In particular, the letter requested a clarification regarding the classifications of “department heads,” “head coaches,” and “athletic director.” The association further requested the board to define the statement, “supervisors over any personnel” as that term related to the Public Employe Relations Act of July 23, 1970, P.L. 563 (No. 195), 43 PS §§1101.101, et seq. The position of department head was created after the bargaining unit was certified. The position of head coach was included in the bargaining unit and the school district now seeks to have head coaches excluded. The position of athletic director was placed in the contract proposal of the PSEA in the 1972-73 school year. The school board refuses to negotiate that position.
“In a subdivision of the employer unit comprised of professional employes: instruction, guidance, nurse services and librarian, and excluding all non-professional employes, supervisors over any personnel, first level supervisors, and confidential employes as defined in the Act.”
After hearings, as prescribed by the Public Employe Relations Act, supra, the Pennsylvania Labor Relations Board held that the bargaining unit was comprised of professional employes: instruction, guidance, nurse services, librarian, department heads, head coaches, and athletic director, and excluding all non-professional employes, supervisors, first level supervisors and confidential employes as defined in the act. (Conclusion no. 4 of nisi order clarifying certified unit.) The school district argued before the board and argues on this appeal that department heads, head coaches and the athletic director in the district are supervisors and/or first-level supervisors as that term is defined in Act 195.
Section 604 of Act 195 states that the P.L.R.B. shall determine the appropriateness of a unit. It further states that in determining the appropriateness of the unit, the board shall not permit employes at the first level of supervision to be included with any other units of public employes, but shall permit them to form their own separate homogeneous units. Subsection 19 of section 301 defines “first level of supervision” as the lowest level at which an employe functions as a supervisor. Subsection 6 of section 301 of the act defines “supervisor” as any individual having authority in the interests of the employer to hire, transfer, sus
Within this framework we are called upon to determine whether the evidence in support of the board’s decision is substantial and legally credible and whether the board’s conclusions are unreasonable, arbitrary or illegal: P.L.R.B. v. Butz, 411 Pa. 360, 192 A. 2d 707 (1963). Where the adjudication is not in accordance with law, we should not affirm: Act of June 4, 1945, P.L. 1388, sec. 44, 71 PS §1710.44. That consideration is paramount here because the issues raised were resolved by the board’s interpretation of sections 301 and 604 of the Public Employe Relations Act. While we must give due consideration to the board’s interpretation of the statute, it is our function to determine whether that interpretation effectuates the intention of the General Assembly as we ascertain the object of the General Assembly in enacting the legislation: Act of November 25, 1970, P.L. 707, as amended, 1 Pa. C.S.A. §1921.
Attached to the testimony taken before the board are numerous exhibits including a job description for the department heads in the district, a position description for head coaches and aposition description for the athletic director. Basically, department heads are responsible to coordinate the development of courses of study within their respective departments, but they are also required to partici
According to the position description for them, head coaches are to assist the athletic director and principal with the recommendations for hiring, rehiring, transferring, promoting, demoting, supervising and firing of assistant coaches. They are required to direct, supervise and evaluate the performance of all assistant coaches and to assist the principal and athletic director at the first level of adjustment of all grievances for assistant coaches. They are also responsible for preparing a yearly budget for the sport’s program in which each is involved. They receive additional compensation by means of supplemental contracts.
According to his position description, the athletic director is required to assist the principal and superintendent with recommendations for the hiring, rehiring, transferring, promoting, demoting, supervising and firing of coaches, to assist the principal at the first level of adjustment with all grievances involving coaching personnel and to prepare the athletic budget in cooperation with the head coaches and the high school principal.
In its findings of fact, the board concluded from the evidence that the department heads, head coaches and athletic director are in fact teachers and are primarily hired for that purpose. The board also found from the evidence that in fact the princi
Furthermore, with respect to the athletic director, the board found that the position classification was not adopted until April 10, 1973, and since the hearing was held June 20, 1973, there hadn’t been any opportunity to see what the athletic director would do with respect to the performance of his functions.
From these findings, the board concluded that none of the persons holding the job classifications in issue were supervisors or first-level supervisors as those terms are defined in the statute. All parties involved in the issue before us, including the P.L.R.B. have concluded that there is no appellate authority in Pennsylvania interpreting or construing the statutory definitions of “supervisor” and “first level supervisor.” Section 301(6) of the act is almost identical with its federal counterpart. In the Labor-Management Relations Act of 1947, Act of June 23, 1947, 61 Stat. 137, 29 USC §152, the term “supervisor” is defined as meaning “any individual having authority, in the interest of the employer, to hire, transfer, suspend, lay off, recall, promote, discharge, assign, reward, or discipline other
We will note first of all that none of the cases, including the Lancaster County case, construe the precise language used in the Pennsylvania statute (section 301(6)) “. . . or to a substantial degree effectively recommend such action. .. .’’(emphasis ours). Thus, in the Lancaster County opinion, the court said (at p. 4): “To find that an individual has the power to effectively recommend, it is necessary that his recommendation be given controlling weight.” Again we emphasize that there is nothing in that holding which interprets or construes the precise language of section 301(6) of Act 195, supra. The Lancaster County Court (and the P.L.R.B. in the adjudication we now have for review) cites Risdon Manufacturing Co., 195 N.L.R.B. 579 (1972), as authority for the proposition that to be an “effective” recommendation, a recommendation must be “controlling.” In the Ris
However, in Oregon Teamsters Security Plan Office, 119 N.L.R.B. 207 (1957), where the issue was whether a discharged employe was an employe protected by the provisions of the Labor-Management Relations Act of 1947, or a supervisor as defined in the act, the board did hold that in order to find whether an employe had the power of “effective recommendation” the board would have to be convinced that the employe’s recommendations had “controlling weight.”
In North Hills School District, PERA-R-757-W 1972, theP.L.R.B. in a final order reversed its position in a nisi order of certification and, citing Risdon Manufacturing Company, supra, and Oregon Teamsters Security Plan Office, supra, held that “the power of effective recommendation” means that the recommendation has “controlling weight, and is acted upon without independent investigation by the person to whom the recommendation is made.” Again we must emphasize the total ab
Our conclusion from reading all of the cases cited in the matter now before us is that an “effective recommendation” means one that must be accepted as distinguished from a mere suggestion or an unsolicited comment. However, when the legislature qualified “effective recommendation” in section 301(6) to mean a recommendation that is effective “to a substantial degree,” then it seems to us that such a recommendation need not have “controlling weight” and that such a recommendation need not be accepted necessarily, although it would receive careful consideration. We conclude that the board in the present case used an incorrect standard to determine whether the department heads, coaches and athletic director were supervisors.
As we previously noted, the board may in determining supervisory status, take into consideration the extent to which supervisory and non-supervisory functions are performed. However, as we have already observed, the board found that the position classification for the athletic director was not adopted until April 10, 1973, which was a little more than two months prior to the hearing before the board. Nevertheless, the board simply included the athletic director in the bargaining unit, although admitting by implication that there had really been in sufficient time to ascertain the extent to which supervisory and non-supervisory functions were performed. In the same frame of reference, it must be noted that department heads were not appointed until the beginning of the school year 1972-73 and that the job description for head coach was not adopted until April 10, 1973. It would certainly seem that if the board is going to base its
In construing the intention of the General Assembly when it enacts legislation, one of the matters we may consider is the objective to be obtained by the statute: Act of 1970, supra, 1 Pa.C.S.A. §1921(4). Therefore, we may legitimately inquire why employes of supervisory status were excluded by the legislature from the bargaining units of other employes. This question was answered very recently by the United States Supreme Court in Beasley v. Food Fair, 416 U.S. 653, 94 S. Ct. 2023, 40 L.Ed 2d 443 (1974). The Supreme Court observed that supervisors were originally excluded from employe bargaining units so that they could not be caught up in the bind of serving two “masters.” The court said that if supervisors were members of and active in the union which represented the employes they supervised, it would be possible for the supervisors to obtain and retain positions of power over their fellow union members while working on the
We now reach the ultimate question of an appropriate order where we have found that the board’s adjudication is not in accord with the law as we understand it. If we remand for further consideration by the board, we necessarily delay the time for appellate consideration of the important issues raised in this case. On the other hand, if we set aside the board’s adjudication, we deprive the board of the opportunity to review the evidence and to take additional testimony if that is necessary in order to determine after a sufficient expiration of time whether the department heads, head coaches and athletic director in the Bermudian Springs School District possess and/or perform any supervisory functions, including the authority to effectively recommend to a substantial degree any of the acts enumerated in section 301(6) in the interests of the employer. While it is highly desirable to have immediate appellate review, we do not think it would be fair to the board to set aside its adjudication on the present record.
And now, March 5, 1975, the within matter is remanded to the Pennsylvania Labor Relations Board for further consideration of its findings and conclusions in the light of the foregoing opinion.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.