` AWARD NO. 119


                                      COMPANY CASE NO. 93005


                  PUBLIC LAW BOARD N0. 4'.450


PARTIES TO THE DISPUTE :

UNION PACIFIC RAILROAD COMP -\-N-Y (Western Region)

      - and -


BROTHERHOOD OF LOCOMOTI` - ENGINEERS

STATEMENT OF CLAIM:

                ,

      Appealing the Uprade Le·: el ? Dacipline assessed to Engineer N. W . Price and request of expungement of disciplL:a assessed and pay for arty and all time lost with all seniority and vacation rights restored unimpaired. Action taken as a result of formal hearing held December 1 S, 199-.


OPINION OF BOARD :
Engineer N. W. Price ("Claimant") -:vas 5,tlly rested under the Federal Hours of Service Law
when called on duty December 13. 199- for train 'vfPCHKB-l 0, a westbound train operating
between La Grande and Hinkle, Ore gor. = 2 is was CTC (Centralized Traffic Control) territory but
it is not disputed that, during the night i^. question, the Train Dispatcher was required to move trains
using verbal authority because a tree =ell at Mile Post 246.8 and knocked the power out in the area
of the incident. As Claimant waited at :l:- red si=nal and dual control switch at CPN263, Train
Dispatcher David Ryan advised hiy-t that due to the outage it had been necessary for the eastbound
train to hand :hro-,v the dual control s%%v=tch to line it for that train's move.-nent. Therefore, before

                                      Q~B roa· 445

                                      AWARD NO. 119

                                      NMB CASE N0. 119

                                      UNION CASE NO. 1105175

                                      COMPANY CASE NO. 98005


Claimant's westbound train could proceed, it would be necessary for his Conductor to hand throw

the switch, realigning it and placing it in the power position for the westward movement of

Claimant's train.

      The followinsz is an excerpt from --'---,aped radio conversation between Dispatcher Ryan and


the crew on the L-P 9239 PCHKB Vv est (morn pages 20 and <1 of the transcript):

      "Dispatcher: LP Dispatcher, Omaha. to the PCHKB 9:=9 ;Vest, over.

      Train: Were 92=9

      Dispatcher: Let me ask you ; _ ,uest;on, if you don't - if I can't line you uD, is it

              safe( ...inaudfble...)) dc%vr :here to Hieh Brdae and hand-operate the switches on

              and so forth to =e:'cv --..:e down to the S in~ie Main?


    Train: Well, I'djust have to . =sudible ) ?o out there, Dispatch, but I'd have to take it

              really easy. You So: to :watch the area. It's cold weather on a short, heavy train

              like this. And if you''. -of too much to stop and you can't get it stopped in tune

              to-you know, to :sk- otf again (...inaudible...)


    Dispatcher: Okay, well, "hin:: abcu: ::. That at :Es point, the High Bridge is out, both ends of

    Huron, Both ends of Camp and both ends of Duncan. I do have two east bounds

              besides the one apprcazz'..- g ·he Hi=hBrido_e now. They are truing to get a tree out

              of the way down :here -: ound ?46.8, that appears to be where my problem is as far

              as my CTC problem -^. er e. though they got a bunch of code lines torn up. And so

              if you do eo west agh 3ndge, we'll have to do the same thing at both ends of

              Huron, Camp and Dccan. plus meet those two east bounds somewhere. Over.


    Train: Well, I can go ahead and :r.v it and go on down there, if you will be to take it easy

              until I get down to High 3tidge, so I can stop alright without-(...inaudible...) takes

              a lot of air to do it. ·: cu ; ,ow.


    Dispatcher: Okay, sir, well, if -: ~. 'that'll be fine. You mightjust have a talk with this east

    bound ;rain empr-4.d 5=9= East and you know, based on when he stars through

              the switch, I (...inaud:--l°_...)because they had the dad-gum thing off-power so you

              can go ahead and. veu :ro-·v. _2o through it and put it back on power, you know,

              before you leave there. over.


    Train: Yeah, that'd be easier ' _ ou' ll do that. Then 1 can compare with Fred to make sure

    he didn't find an, t:.mr=wrong. eiher, between Fred and me here. Yeah, I can go

    ahead and throw :t _==.

    Dispatcher: Okay.

    Train: 6292

    Disa_ atcher: Just leave ;he switch o=~ -owe: for the westbound PCHKB, and you might talk to

              em' there whene·: er -: o.. -e s;a: no through the switch so we can kind of sort of

              easing in that direcaen. Ov er. - _


    Train: Okay, leave the =owe- c:: on :he switch and talk to he westbound.


    Dispatcher: if you :vouid, yes- :r-. -

                                            PCB tyo - 445D

                                      AWARD NO. 119 NNiB CASE NO. 119 UNION CASE NO. 1105175

                                      COMPANY CASE NO. 9$b05


      Train: Okay, over.

      Dispatcher: Thank you now.


Claimant's Conductor aligned the switch as instructed and when he reboarded Train MPCHKB-10 Claimant then proceeded past the signal, entered CTC limits and occupied the main line. Claimant and his Conductor later testified that, based upon the foregoing conversation with the Dispatcher, they "assumed" that they had been authorized to proceed west past CPN 253, after they had lined the switch for fneir movement west and put it back in power. After leaving High Brdge, however, the crew had the following cor_v:rsation with the Dispatcher (from page i9 of the Transcript):


      Dispatcher: ( :inaudible ) approac_n_ *~Vest Kamela, okay. Hello -PCHKB, where you all

              at-9239 West?

      Trail: ( inaudible ) west of :::='=Bridge signal there-we're moving about 10-15 miles

              an hour, heading down to (...inaudible...)

      Train: ( inaudible ) La Grande, can you ( inaudible ) for me, please?

      Dispatcher: ( inaudible ) so, yeu'te stepping there at high Bridge, so I can talk you by there,

              over?

      Train: ( inaudible ) talc s by ( inaudible )

      Dispatcher: Yes, sir.

      Train: It was my understanding when we left there.

      Dispatcher: Not technically,' didn'z. over.

      Train: ( inaudible ) restared ±e power, ( inaudible ), over.


The Claimant operated the train ·vest bound to Camp, where the crew tied the train down. They were interviewed by MOP bliddleton and temporary MTO Rirter, then -were removed from service for allegedly proceeding past the red si-:al and occupying CTC territory and the main line without proper authorization from the Train Dispatcher. On December 14, 1997, claimant was provided with a copy of Unson Pacific Rail-road Company, "Notice of W aivern'Hearing Offer', which set the lleanng for 9:00 a.m. at the vY Depot or: 1h11rS~iaV, December to, 1997. included with tile

PLB NO .445° AWARD NO. 119 NMB CASE NO. 119 UNION CASE NO. 1105175 COMPANY CASE NO. 98005 NOI was the required Form 2 notice of waiverihearing offer, indicating a proposed assessment of a Level 3 (5 day suspension and development of a corrective action plan) against Claimant's personal file under Carrier's UPGRADE Disciplirte Policy.


Claimant rejected that of er to waiva the hearing and accept the proposed discipline and the
hearing went forward as scheduled on December 18, 1997. After four (4) hours, however, the
Hea5ring Officer recessed the proceedings ,-:til January 5, 1998, due to the alleged "unavailability"
of Train Dispatcher Ryan for testimony until that latter date. On January 15, 1998, Superintendent
K. H. Hunt, issued a letter of disciplin°_ indicati ng carrier had found Claimant culpable oftaIling to
receive proper instructions from the control operator to pass si_nal at CPN 263, High Bridge, on
December 13, 199 7, in violation of Rule 9.==. i of Unicn Pacific Rules; effective April 10, 1994.
That Notice of Discipline dated January 15. 1998 imposed an Upgrade Level 3 disciplinary status
to EngineerPrice, which Superintend-.- t _t_nt calculated as already scredwlule Claimant was being
held out of service between December 1 4 to 18. 1997.

For reasons elucidated below, rms Hoard finds that the disciplinary action imposed in this case must be reversed, cue to fatal procedural lapses by Carrier in the handling of this matte: in violation of the System Agreement- Disc4piine Rule. It is clear beyond cavil that the testimony of Train Dispatcher Ryan was an essential in__-°dient in tlis case and Claimant's BLE representative made a timely written request of Carer on December 15, 1997 for this critical witness to be physically present for e.camination and cross-examination at the hearing on December 13, 1997. By written response dated December 16. :99 ,', Carrier asserted: "Fi'e :rill make every e-;t to make him, available by phone. Precede7u :';as lee,-: set that tes~imarn has bee7i ,divert and accented br

        i


                                            Pie ho. YqSO

AWARD NO. 119_ Iv-IYIB CASE NO. 119 UNION CASE NO. 1105175 COMPANY CASE NO. 98005 phone'. The Organization immediately protested by letter of December 16, 1997 that telephone testimony of this witness in this particular case would be inappropriate since it would deprive Claimant of the opportursty to confront and effectively cross-examine his accuser. To this Carrier responded by a letter dated December 1; , 1997, but hand-delivered to the BLE Representative by the Hearing Officer 30 minutes prior to commencement of the December 18, 1997 hearing: "Train dispatcher will be provided to aii,2 tes:i1nony by telephone. Any objection can be made to the hearing officer". Contrary; to these :presentations and despite strenuous objections by the Organization Representative, mid-·va,: :_ouzh the December 18, 1997 heann a, the Hearing O_f- cer unilaterally declared a recess for some _-:='=teen (18) days, due to alleged unavailability of the Train Dispatcher. During the interrieglum, Ca=ter issued the following explanation for the disputed unilateral recess and rescheduling:


      Investiearion began on December 18. 199-, and was recessed that day with date to reconvene established as January 5, 1998. Although a tape of conversation was available on December 18, 1997, the Company was unable to pro~ic: the Dispatcher for testimony by phone account work


      asst.aT.unents...

When the hearing resumed on January ,1998, Carrier did provide testimony of the Train Dispatcher by telephone, over the continuing obj ec:ien of the BLE Representative that Claimant was thereby deprived of his right of confrontation and e:fective cross-examination. In addition, at the outset and at the conclusion of the resumed hearing on January 5, 1998, the Organization Representative entered objections and assertions, none of which have been refuted on this record, that the responsible Carrier managers lmew prior to the commencement of the December 18, 1997 hearing that they were not going to honor their connmitment to the Organization to provide even telephone testimony from the Train Dispatcher on that day.

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                                            PL(i ND · L f4SD AWARD NO. 119

                                      NMB CASE NO. 119 UNION CASE NO. 1105175 COMPANY CASE NO. 98005

In these facts and circumstances, this Board concludes that the disciplinary action taken against Claimant on the basis of the tainted hearing must be voided. Leaving aside the troubling but unanswered questions surrounding managerial representations that the Train Dispatcher would be made available for testimony on December 13, 1997, Carrier itself rendered this Carrier employee "unavailable" by scheduling him to work when it had already made a commitment to the Organization to make him available as a %%vzness. In the considered judgement of this Board, such boot-strapping does not constitute the kind of "just cause" for which the System AgreeMentDiscipline Rule come.-aplates that reaena'~le postponements of disciplinar;., hearings should be allowed.


Finally, we recognize that in some cases telephone testimony has been found acceptable while in others it has been ruled inadequate and unfair. See PLB 5719-40 (Lynch) and PLB 482817 (Lieberman); Cf. PLB -'975-17 (Harris). Each such case turns on its own unique assessment of whether such testimony is sufficient to meet requisite burdens of proof and/or whether an accused employee is thereby afforded a fall, fair and ;martial investigation. In the facts and circumstances of this particular case, the transcript of the January 5, 1998 hearing bears out the Organization's previously expressed concerns that long-distance telephone presentation of the most critically important testimony in Carrier's case wouidbe inadequate andthe right of cross-examination unduly compromised if the witness was not physically present at the hearing. In addition to the problems wrounding the lack of his availability on December 18, 1997 and the unilateral recess until January 5, 1998, the telephone testimony of Train Dispatcher Ryan simply does not pass the litmus test of a fair, full and impartial hearing. To the contrary, the following observations from Arbitrator Hans

Qt,g No. 4450 AWARD NO. 119 NMB CASE NO. 119 UNION CASE NO. 1105175 COMPANY CASE NO. 98005 in Award 17 of PLB 4975 apply with equal validity in the present matter:


      In this case, presence of the dispatcher, who could explain certain of the essential facts in this case, was vital. The failure of the carrier to have him physically present at the hearing over the objection of claimant, effectively denied claimant the right to see the witness while cross-examining him. Such a denial deprived claimant of the safeguards which are essential and with were incorporated into the agreement between the parties. Claimant was, therefore, deprived of a fair hearing and any discipline assessed against him must be set aside.


                          WARD


      1) Claim sustained.


      2) Carrier shall implement this Award within thirty (30) days of its execution by a majority of the Board.


                  Dana Edward Eischeri~-Chairman


              Dated at Spencer, New York on March 18. 2001


Union Member Company Member
            UNION PACIFIC RAILROAD COMPANY


                                              1416 DODGE STt1EET

      ' OMAHA. NEBRASKA 68179


                        ·iil


              CARRIERS DISSENT


                PUBLIC LAW BOARD 4150 CASE 119


The Board in this case has criticized the Carrier's use of telephone testimony saying, "...the telephone testimony of Train Dispatcher Ryan simply does not pass the litmus test of a fair, full and impartial hearing. "


This case turns not on the testimony of Train Dispatcher Ryan but rather on the tape recording of the conversation between the crew of the UP 92=9. ?CHKB west and Traits Dispatcher Ryan. Nothing said in that recording gave permission to Claimant to opemte west of signal at CPN 26; and into CTC territory. The testimony provided by Train Dispatcher R': an clarified what had happened; however his not being physically present did not change the fac;s of '.vhar actually occurred. That is Claimant and his conductor assumed they had permission or authority to pre,:----d. Train Dispatcher Ryan was steadfast in his telephone testimony that he had not given Claimant pe.=mion or authority to proceed past CPN 262. Had Train Dispatcher Ryan been present at the Hearing his :estmony would not have changed.


The Carrier respectfully disagrees with the ~Iz~c^:;- opinion in Award 119

                          R.A. Henderson