Detroit Edison Co. v. National Labor Relations Board

440 U.S. 301, 99 S. Ct. 1123, 59 L. Ed. 2d 333, 1979 U.S. LEXIS 66, 100 L.R.R.M. (BNA) 2728, 18 Empl. Prac. Dec. (CCH) 8939
CourtSupreme Court of the United States
DecidedMarch 5, 1979
Docket77-968
StatusPublished
Cited by305 cases

This text of 440 U.S. 301 (Detroit Edison Co. v. National Labor Relations Board) is published on Counsel Stack Legal Research, covering Supreme Court of the United States primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Detroit Edison Co. v. National Labor Relations Board, 440 U.S. 301, 99 S. Ct. 1123, 59 L. Ed. 2d 333, 1979 U.S. LEXIS 66, 100 L.R.R.M. (BNA) 2728, 18 Empl. Prac. Dec. (CCH) 8939 (1979).

Opinions

Mr. Justice Stewart

delivered the opinion of the Court.

The duty to bargain collectively, imposed upon an employer by § 8 (a) (5) of the National Labor Relations Act,1 includes a duty to provide relevant information needed by a labor union for the proper performance of its duties as the employees’ bargaining representative. NLRB v. Truitt Mfg. Co., 351 U. S. 149; NLRB v. Acme Industrial Co., 385 U. S. 432. In this case an employer was brought before the National Labor Relations Board to answer a complaint that it had violated this statutory duty when it refused to disclose certain information about employee aptitude tests requested by a union in order to prepare for arbitration of a grievance. The employer supplied the union with much of the information requested, but refused to disclose three items: the actual test questions, the actual employee answer sheets, and the scores linked with the names of the employees who received them.2 The Board, concluding that all the items requested were relevant to the grievance and would be useful to the union in processing it, [304]*304ordered the employer to turn over all of the materials directly to the union, subject to certain restrictions on the union's use of the information. 218 N. L. R. B. 1024 (1975). A divided Court of Appeals for the Sixth Circuit ordered enforcement of the Board's order without modification. 560 F. 2d 722 (1977).

We granted certiorari to consider an important question of federal labor law. 435 U. S. 941. This is apparently the first case in which the Board has held that an employer’s duty to provide relevant information to the employees’ bargaining representative includes the duty to disclose tests and test scores achieved by named employees in a statistically validated psychological aptitude testing program administered by the employer. Psychological aptitude testing is a widely used employee selection and promotion device in both private industry and government. Test secrecy is concededly critical to the validity of any such program, and confidentiality of scores is undeniably important to the examinees. The underlying question is whether the Board’s order, enforced without modification by the Court of Appeals, adequately accommodated these concerns.

I

The petitioner, Detroit Edison Co. (hereinafter Company), is a public utility engaged in the generation and distribution of electric power in Michigan. Since about 1943, the Utility Workers Union of America, Local 223, AFL-CIO (Union) has represented certain of the Company’s employees. At the time of the hearing in this case, one of the units represented by the Union was a unit of operating and maintenance employees at the Company’s plant in Monroe, Mich. The Union was certified as the exclusive bargaining agent for employees in that unit in 1971, and it was agreed that these employees would be covered by a pre-existing collective-bargaining agreement, one of the provisions of which specified that promotions within a given unit were to be based on seniority “whenever reasonable qualifications and abilities of the employees being considered [305]*305are not significantly different.” Management decisions to bypass employees with greater seniority were subject to the collective agreement’s grievance machinery, including ultimate arbitration, whenever a claim was made that the bypass had been arbitrary or discriminatory.

The aptitude tests at issue were used by the Company to screen applicants for the job classification of “Instrument Man B.” An Instrument Man is responsible for installing, maintaining, repairing, calibrating, testing, and adjusting the powerplant instrumentation. The position of Instrument Man B, although at the lowest starting grade under the contract and usually requiring on-the-job training, was regarded by the Company as a critical job because it involved activities vital to the operation of the plant.

The Company has used aptitude tests as a means of predicting job performance since the late 1920’s or early 1930’s.3 In the late 1950’s, the Company first began to use a set of standardized tests (test battery) as a predictor of performance on the Instrument Man B job. The battery, which had been “validated” for this job classification,4 consisted of the [306]*306Wonderlic Personnel Test, the Minnesota Paper Form Board (MPFB), and portions of the Engineering and Physical Science Aptitude Test (EPSAT). All employees who applied for acceptance into the Instrument Man classification were required to take this battery. Three adjective scores were possible: “not recommended,” “acceptable,” and “recommended.”5

In the late 1960’s, the technical engineers responsible for the Company’s instrumentation department complained that the test battery was not an accurate screening device. The Company’s industrial psychologists, accordingly, performed a revalidation study of the tests. As a result, the Personnel Test was dropped, and the scoring system was changed. Instead of the former three-tier system, two scores were possible under the revised battery: “not recommended” and “acceptable.” The gross test score required for an “acceptable” rating was raised to 10.3, a figure somewhat lower than the former score required for a “recommended” but higher than the “acceptable” score used previously.

The Company administered the tests to applicants with the express commitment that each applicant’s test score would remain confidential. Tests and test scores were kept in the offices of the Company’s industrial psychologists who, as members of the American Psychological Association, deemed themselves ethically bound not to disclose test information to [307]*307unauthorized persons.6 Under this policy, the Company’s psychologists did not reveal the tests or report actual test numerical scores to management or to employee representatives. The psychologists would, however, if an individual examinee so requested, review the test questions and answers with that individual.

The present dispute had its beginnings in 1971 when the Company invited bids from employees to fill six Instrument Man B openings at the Monroe plant. Ten Monroe unit employees applied. None received a score designated as “acceptable,” and all were on that basis rejected. The jobs were eventually filled by applicants from outside the Monroe plant bargaining unit.

The Union filed a grievance on behalf of the Monroe applicants, claiming that the new testing procedure was unfair and that the Company had bypassed senior employees in violation of the collective-bargaining agreement. The grievance was rejected by the Company at all levels, and the Union took it to arbitration. In preparation for the arbitration, the Union requested the Company to turn over various materials related to the Instrument Man B testing program. The Company furnished the Union with copies of test-validation studies performed by its industrial psychologists and with a report by an outside consultant on the Company’s entire testing program. It refused, however, to release the actual test battery, the applicants’ test papers, and their scores, [308]

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440 U.S. 301, 99 S. Ct. 1123, 59 L. Ed. 2d 333, 1979 U.S. LEXIS 66, 100 L.R.R.M. (BNA) 2728, 18 Empl. Prac. Dec. (CCH) 8939, Counsel Stack Legal Research, https://law.counselstack.com/opinion/detroit-edison-co-v-national-labor-relations-board-scotus-1979.