NATIONAL RAILROAD ADJUSTMENT BOARD
THIRD DIVISION Docket Number CL-21195
Irwin M. Lieberman, Referee
(Brotherhood of Railway, Airline and Steamship Clerks
· ( Freight Handlers, Express and Station Employes
PARTIES TO DISPUTE: (
(Missouri Pacific Railroad Company
STATEMENT OF CLAIM: Claim of the System Committee of the Brotherhood
(GL-7811) that:
1. Carrier violated the rules of the Clerks' Agreement when it
arbitrarily and capriciously refused to assign Mrs. Grace Ann Spencer to
the position of No. 483 Key Punch Operator - Clerk, in the office of General Freight Claim Agent, Pa
2. Carrier shall now be required to compensate Mrs. Spencer
eight hours' pay at the rate applicable to the position of No. 483 Key
Punch Operator.- Clerk, beginning Monday, November 26, 1973, and continuing each subsequent work day
other compensation earned or received, until the violation is corrected
by assigning Mrs. Spencer to the aforementioned position. (Claim is to
also include any subsequent wage increases).
OPINION OF BOARD: This is a "fitness and ability" dispute. Claimant,
with a seniority date of October 2, 1972 had been regur
larly assigned to the Extra Board at Carrier's Palestine Yard Office in
Palestine,-Texas. Among the positions she had been assigned to while on
the Extra Board was that of Yard Clerk; one of the functions assigned to
that position was keypunching. On November 12, 1973 Carrier bulletined the
position of Key Punch Operator-Clerk in the General Freight Claim Office
(a different seniority district) in Palestine, Texas. The bulletin outlined the duties of the positi
"10. Major Duties. To punch IBM cards as appropriate
to all phases of work of the department, and to operate
the machine efficiently and accurately. Maintain daily
market report. To perform such other similar or lower
.rated duties as may be assigned, properly coming within
the rate of pay. A key punch machine operation test will
be required."
Claimant bid for the position; on November 15, 1973 she was given two
key punch tests to indicate her ability to perform in the position. The
record indicates that she took 6k minutes to punch 20 cards with 11 errors
(alpha key punch) and 16 minutes to punch 200 cards with 13 errors (numerical key punch). Carrier al
error; the standard for numerical key punch requires the punching of 200
cards within a 15 minute period with only two errors. Carrier stated that
Award Number 21243 Page 2
Docket Number CL-21195
Claimant's rate of production for the two tests was approximately 6,000
strokes per hour. On November 16, '-973 Claimant was notified that she
was not being assigned to the position since she did not satisfactorily
pass the key punch machine operation test. Since Claimant had been the
only Carrier employe who bid for the job, a new employe was hired to fill
the position.
The most relevant rules of the Agreement provide:
"RULE 4 - PROMOTION BASIS
. . (a) Employes covered by these rules shall be in line
for promotion. Promotion, assignments and displacements
under these rules shall be based on seniority, fitness
and ability; fitness and ability being sufficient, seniority shall prevail.
NOTE 1: The word 'Sufficient' is intended to more
clearly establish the prior rights of the
senior of two or more employes of the same
seniority district having adequate fitness
and ability for the position or vacancy
sought in the exercise of seniority.
NOTE 2: An employs unable to assert seniority due
to not having acquired necessary qualifications
in given or specialized work and because of
this yields to junior employes, will, when nec
essary qualifications are acquired, notify the
employing officer of availability for such ser
vice and desire to be thereafter utilized pur
suant to Agreement provisions."
"RULE 6 - VACANCIES AND NEW POSITIONS
(d).., Employes filing applications for positions bulletined
on other districts or on other rosters will, if they posers sufficient fitness and ability, be given
over non-employee."
"RULE 7 - FAILURE TO QUALIFY
(b) Employee who have been awarded bulletined positions,
or employes whose exercise of seniority over junior employee has been approved, will be allowed 30 c
in which to qualify, except se provided for in Section (d)
of this Rule.
Award Number
21243
Page 3
Docket Number
CL-21195
(e) Employes will be given full cooperation of department
heads and others in their efforts to qualify.
(f) The,provisions of this Rule 7 contemplate that no employs will be permitted to disqualify himsel
bulletined positions or refused the right to exercise seniority over junior employes. (See Section (
4.)"
Both parties have submitted massive documents and voluminous
authorities in support of their positions. Petitioner's arguments may be
summarized briefly as follows: 1. Claimant was the senior and only bidder for the position and shoul
cooperation in her efforts to qualify. Carrier may not deny an amp;oye
his seniority rights to a position simply because such an employs does not
have full knowledge of all the duties of the position. 2. Carrier acted
arbitrarily and capriciously in not honoring Claimant's rights. Fitness
and ability does not mean that the applicant is immeditely qualified to
aVop,
in and assume the duties of a position without guidance and assistance. 3.
Many Board awards have supported the thesis that in promotions, preference
should be given the qualified senior employe.
4.
Carrier has not supported
its position by producing the test taken by Claimant.
5.
Claimant should
have been given an opportunity to qualify and have been accorded cooperatiqA,
as'specified in Rule
7.
There is no requirement that an employs myst have
fall knowledge of skills of all the duties of a given position before being
assigned to such position.
6.
Petitioner relies particularly op Awards.
20561; 13196, 18607, 19485
and
19660
all of which involve essentially the
same issue and the same parties.
Certain fundamentals must be examined in order to resolve this
dispute. It is apparent that the terms "fitness and ability" and "qualified"
are easily confused. It is our judgement that the employes must have a minimum of "fitness and abili
may be required to have a minimum skill as a typist and then may need the
thirty day period'in order to qualify for the particular work of a department;
as a corollary, if the employe doesn't have the requisite skill as a typist,
the thirty day period is of no avail.
We'have dealt with issues closely related to that herein over many
years. One aspect of the problem was wail stated in Award
16480:
" ....In essence we have held in such cases that: (1) the current possession of fitness and ability
requisite that must be met before seniority rights become
dominant; and (2) this Board will not set aside Carrier's
judgment of fitness and ability unless it is arbitrary or
Award Number 21243 Page 4
Docket :lumber CL-21195
capricious or has been exercised in such a manner as
to circumvent the Agreement. See, for example, Award
No. 11941, 12461, 13331, 14011, 15164. Also, we have
held that for us to set aside a Carrier's judgment the
record must contain substantial evidence of probative
value that the claimant employe possessed, at the time,
sufficient fitness and ability to perform the duties
of the position which he sought."
To further emphasize the basic position enunciated above, in Award 4687 we
said;
"This Division has uniformly held that determination as
,. to ability and fitness is exclusively a managerial function
and will be sustained unless it appears that the decision
of the Carrier was capricious or arbitrary; that the burden
is on Claimant to establish that such was the case, and that
if the decision of the Carrier is supported by substantial
evidence it will not be disturbed."
Although the doctrine is well established, as indicated above, it remains
for a determination to be made in each instance as to whether or not the
Carrier has abused its discretion.
In the instant case Carrier has asserted that by the Organization's
own training program standards for key punch operators, a student is required
to make 10,000 alpha/numerical strokes per hour as a standard for graduation.
Carrier points to the approximate 6,000 strokes per hour as the test result
for Claimant to justify its conclusion that she did not have the requisite
ability for the job. In the penultimate correspondence on the property, the
Organization stated:
"We disagree with your position entirely that statement in
our letter of July 5, 1975 acquiesced with the Carrier's
position that the Claimant was not qualified for the position here involved but to the contrary, we
had 'sufficient' qualifications for the position sought
if she had been given full cooperation of the department
heads as required by the Rules" Agreement. We disagree
with your position that the Claimant was 'unqualified' and
we have not requested that the claimant be assigned to a
position and afforded an opportunity to qualify on the job,
we have only requested that required by the Agreement, that
the senior employe making application, who has sufficient
fitness and ability, be assigned to the position and be
given cooperation of officers and department heads in fulfilling the assignment."
The above statement provides no evidence of fitness and ability
and in effect begs the question. We cannot quarrel with Petitioner's logic;
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Docket Number CL-21195
all that is lacking is probative evidence that Claimant indeed had the
fitness and ability in question, or that Carrier's conclusion as to her
skills, or lack of same, was arbitrary and capricious. We find no such
evidence in the record of the handling on the property. It is true the
Organization has cited Claimant's excellent background and work experience;
unfortunately this background has only presumptive future relevance to the
question of whether she had the required fitness and ability, at the time
of the assignment..
In evaluating the arguments raised by Petitioner, summarized above,
we agree with the statement that Carrier may not deny an employe with seniority his rights to a posi
full knowledge of all the duties of a position. However, that is not the
issue. herein: ability to perform the key punch function of the position, not
knowledge
of
all the duties, is the question. We also agree with the thesis
that fitness and ability currently, may not be equated with assuming responsibilities without guidan
lack of the original fitness and ability. We have no disagreement whatever
with the proposition that preference in promotions should be given the qualified'senior eMloye;that
Petitioner has argued that Carrier has not produced the test taken by Claimant, The. record indicate
that the test in question was an accepted screening device for new employes
for key punch positions and thus recognized the validity of the Instrument.
It should also be noted that the question of the qualifications and ability
of the new employe who was assigned to the position is not relevant to this
dispute. There is no indication that the test given was unfair
ox
inappropriate and Claimant never disagreed with the results of the test on the pro,
party - merely with the conclusions reached as a result of the test. See
Awards 4371, 4918, 5025 and others.
Perhaps the most important of Petitioner's arguments deals with
the question of whether or not Claimant should have been given an opportunity
to qualify for the position, for a thirty day period, as specified in Rule
7 supra.
Let us examine some of the principal awards cited by Petitioner involving the same parties. Firs
No. 341 is clearly distinguishable in that Carrier's official in that dispute
did not question Claimant's fitness or ability but merely argued that the
junior employe was better fitted to fill the position. In Award 13196 Carrier was found to have erre
his fitness and ability to perform the duties of the position sought, significantly different than t
successfully performed in an analogous position previously and Carrier failed
to produce any evidence of value to support its position that Claimant did
not possess sufficient qualifications for the job, clearly arbitrary
actions by Carrier representatives as distinct from the instant dispute.
Award Number 21243 Page 6
Docket Number CL-21195
Award 19485 deals only with the lack of cooperation by Carrier officials
during the thirty day qualification period, totally unrelated to this dispute. In Award 19660 we fou
basis for disqualifying Claimant; in the instant dispute the test results
were clearly an acceptable rationale, unless rebutted. An examination of
Award 20561, without regard. to the thirty day qualification question, indicates that our decision w
ability. We shall not discuss in depth the question of the relative burden of proof required in disp
emphasize, as Indicated heretofore, that Claimant has the burden of establishing that she has the re
the face of Carrier's assertions and evidence to the contrary.
On the question of the qualification period provided in Rule 7
and emphasized by the Organization, we must refer to the changes made in
the Agreement effective March 1, 1973. Rule 7 (f) was added to the previous provisions and its langu
dispute: the qualification period does not apply "when employee are denied
bulletined positions or refused the right to exercise seniority over junior
employee". Thus, even if Petitioner is correct in its citations of earlier
cases, arguendo, the changed language negates the precedents. Since Claimant herein was died the pos
a qualification period. Her fitness and ability, as provided in Rule 6(d)
was the first step towards the job; only in the event that she got the job
was she entitled to the thirty day period.
Under the rule applied in the long line of precedents such as
Awards 4687 and 16480, which rule is hereby reaffirmed, this Division has
uniformly held that determination as to ability and fitness is exclusively
a managerial function and will be sustained unless it appears that the de"
cision of the Carrier was capricious or arbitrary.
For all the reasons indicated, the Claim must be denied.
FINDINGS: The Third Division of the Adjustment Board, upon the whole record
and all the evidence, finds and holds:
That the parties waived oral hearing;
That the Carrier and the Employes involved in this dispute are
respectively Carrier and Employee within the meaning of the Railway Labor
Act, as approved June 21, 1934;
That this Division of the Adjustment Board has jurisdiction aver
the dispute involved herein; and
That the Agreement was not violated.
Award Number 21243 Page 7
Docket Number CL-21195
Claim denied.
NATIONAL RAILROAD ADMSTMLNT BOARD
BOrder of Third Division
y
ATTEST:
Executive Secretary
Dated at Chicago, Illinois, this 28th day of September 1976.