Form 1 NATIONAL RAILROAD ADJUSTMENT BOARD Award No. 28433
THIRD DIVISION Docket No. SG-27858
90-3-87-3-596
The Third Division consisted of the regular members and in
addition Referee Mary H. Kearney when award was rendered.
(Brotherhood of Railroad Signalmen
PARTIES TO DISPUTE:
(The Long Island Rail Road Company
STATEMENT OF CLAIM: "Claim on behalf of the General Committee of the Brotherhood of Railr
(LI):
On behalf of Asst. Signalman G. W. Volk.
Claim of Employee:
1) That the Carrier violated the Controlling Agreement effective
between the Brotherhood of Railroad Signalmen Local 56 and the Long Island
Railroad Company, in particular, but not limited thereto, Rule 11(d), Rule 47,
Rule 29, Rule 56(d), and Rule 79, when it terminated Assistant Signalman G. W.
Volk, IBM N0. 24929 from the Assistant Signalman's Training Program by letter
dated April 18, 1986, received April 21, 1986 alleging that he was guilty of
'failing to show sufficient aptitude to learn.'
2) That Assistant Signalman, G. W. Volk be immediately reinstated to
the Assistant Signalman's Training Program and that he be compensated for all
wage losses incurred, seniority properly restored, and otherwise made whole
for any and all benefit losses he may have suffered as a result of Carrier's
violation of the Agreement. Carrier file SG-11-86 Volk"
FINDINGS:
The Third Division of the Adjustment Board upon the whole record and
all the evidence, finds that:
The carrier or carriers and the employe or employes involved in this
dispute are respectively carrier and employes within the meaning of the
Railway Labor Act as approved June 21, 1934.
This Division of the Adjustment Board has jurisdiction over the
dispute involved herein.
Parties to said dispute were given due notice of hearing thereon.
Form 1
Page 2
Award No. 28433
Docket No. SG-27858
90-3-87-3-596
Claimant was hired as a Signalman Helper on June 23, 1982, and was
awarded the position of Assistant Signalman on October 13, 1982, which was the
beginning of the training he needed to qualify as a Mechanic under Rule 29 of
the Agreement. On April 18, 1986, Carrier informed Claimant that based on
results of verbal evaluations on October 15, 1985, and April 15, 1986, Carrier
was invoking the provisions of Rule 29 a(1) which provides in part:
"An Assistant Signalman failing to show sufficient aptitude to learn will be returned to the
position of Signal Helper, retaining his seniority rights only as Helper."
Claimant was advised that effective April 25, 1986, he was removed from the
Assistant Signalman Training Program and was to exercise his rights according
to Rule 29 a(1). Claimant was subsequently furloughed from service since he
did not have sufficient seniority as a Signal Helper to hold that position.
Carrier maintains that its actions were in accordance with Special
Rule 29 but the Organization contends that Carrier violated Rule 47 when it
dismissed Claimant without granting him an investigation. Rule 47 provides in
relevant part:
"Employees who have completed their probationary period shall not be disciplined or
dismissed without a fair and impartial trial
The facts established below clearly show that Claimant was not being
"dismissed or disciplined" when Carrier removed him from the Assistant Signalman Training Program. C
because Carrier had determined based on tests that he could not satisfactorily
complete this program. No disciplinary motive was shown to underlie this
action.
Moreover, Claimant was not dismissed. Once returned to the Signal
Helper position, Claimant did not have enough seniority to maintain that
position, i.e., all others on the job were more senior than he and he could
not, therefore, rightfully bump them, and there were otherwise no vacant
positions. Had Claimant held sufficient seniority as a Signal Helper he would
have remained employed and would not have been furloughed.
The Organization further argues that the Agreement contains no provision for Carrier to conduct
indicated in Appendix A: Training Program Signal Maintainer Administrative
Procedures, also referred to herein as the Training Agreement, which clearly
states that all tests will be written. Specifically, Section VII of the
Training Agreement partially provides:
Form 1 Award No. 28433
Page 3 Docket No. SG-27858
90-3-87-3-596
"All trainees will be required to submit to
regular examinations on course material covered
in current sessions. In order to ensure impartial evaluations of trainees all exams will
be written."
Section XII states:
"The examinations referred to in Articles VII
and VIII _will be _the _sole basis for determining
successful completion.'
(Underscoring added)
Since Carrier removed Claimant from the Training Program based on the results
of verbal evaluations, the Organization contends that Carrier violated the
Training Agreement.
A close scrutiny of all correspondence exchanged by the parties
demonstrates that this contention was not advanced implicitly or explicitly
while this Claim was being handled on the property. Circular No. 1 issued by
the National Railroad Adjustment Board established the procedure that:
...
the employees must clearly... set forth all
relevant, argumentative facts,
...,
and all data
submitted in support of employees' position must
affirmatively show the same to have been presented to the carrier and made part of the particular qu
The Board has consistently upheld this requirement and will do so herein.
Without requiring strict adherence to this procedure the Carrier would be
placed in the inequitable position of having to counter a contention, that has
potential to dispose of the dispute, without being afforded the opportunity to
effectively respond.
The Board will next consider whether Carrier erred when it determined
Claimant did not possess sufficient aptitude to learn and removed him pursuant
to Rule 29. Claimant was in his eighth and final training period when this
action occurred. Carrier based its decision on the results of two verbal evaluations of Claimant whi
It is generally held that once the Carrier makes a determination as
to an employee's fitness and ability to perform a job the employee is seeking,
the burden then shifts to the Employees to establish that the individual has
in fact the required ability to perform the job. Third Division Award 25681.
To this end, the Organization asserts that prior to October 15, 1985,
Claimant passed six verbal evaluations and eleven written evaluations thus
demonstrating his aptitude to learn. Further, the organization presented
proof that at the time of the dispute, Claimant had successfully completed 28
courses at the Technical Career Institute toward an Association Degree in
Occupational Studies, Electronic Circuits and Systems.
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The record shows, however, that although Claimant passed the previous
verbal evaluations, he could not, in two attempts, pass the next one. The
Carrier has maintained throughout this Claim that although Claimant has aptitude for the written por
procedures he would follow in a given situation. The evidence presented by
the Organization primarily demonstrates Claimant's classroom prowess and does
not overcome the Carrier's position that Claimant's practical application of
this knowledge is deficient.
Concerning the validity of the testing process, the record shows that
on October 15, 1985, Claimant was evaluated in his response to a variety of
questions relative to the operation of switches and relays and the demand that
he name the parts of the T-20 Switch was only a portion of the evaluation. A
Supervisor advised Claimant on that day that his performance during the test
was poor.
During the evaluation of April 15, 1986, Claimant was again asked a
mix of relevant questions. Claimant's Supervisor advised him by letter three
days later that he had shown no improvement over the previous evaluation.
Although Claimant was evaluated twice in succession on mostly the
same subject matter he was unable to provide answers that Management deemed
satisfactory. Under the procedures of the Training Program an employee must
successfully pass each stage before he qualifies for promotion to the Mechanic's class. Claimant was
two attempts could not get past the seventh. The record demonstrates that the
evaluations were balanced and that although given the opportunity to improve
to a satisfactory level Claimant failed to do so.
Finally the Board must decide if Carrier wrongfully removed Claimant
from the Training Program without first granting him the opportunity to practically demonstrate his
"An employee will not be required to take a
written examination to qualify for a position.
However in the event of a reasonable doubt as
to his qualifications, he may be required to
demonstrate his ability by a reasonable and
practical test."
The Board finds that nothing in the record rebuts the Carrier's claim that
its actions taken herein were in accordance with this Rule and with an
established practice. Also, the Board notes that the language of Rule 56(d)
is discretionary. It does not mandate that in every instance of reasonable
doubt a practical demonstration of an employee's ability must occur. The
Board does not, therefore, overrule the Carrier on the basis of its application of Rule 56(d).
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A W A R D
Claim denied.
NATIONAL RAILROAD ADJUSTMENT BOARD
By Order of Third Division
Attest:
Nancy J. r - Executive Secretary
Dated at Chicago, Illinois, this 21st day of June 1990.