_
AWARD NO. 120
NMB CASE NO. 120
UNION CASE 99030
_ COMPANY CASE 183634
PUBLIC LAW BO.ARD NO. 4450
PARTIES TO THE DISPUTE
:
- UNION PACIFIC RAILROAD CONS ANY
(Western Region)
- and -
BROTHERHOOD OF LOCOMOTI~ EN-,CILERS
JTATEI"IENT OF CLAIM
:
Appealing termination of ema:=en : of former Student Engineer D. T. Kavanaeh
(SSN 534-58-9908) whom Ca:-er aliened failed to meet the requirements to
- successfully complete the Student En= meer Training Program. Action taken as a
result of Carier's letter dated januar. 28, 1999 over signature of MOP C. M.
Harrison.
OPINION OF BOARD
: At the outset it is important to establish that this is not a traditional
disciplinary discharge for misconduct or violations of Cagier rules but rather a case of
disqualification of a Student Engineer for failure to successfully complete his training requirements.
Thus, the appropriate analytical framework is not the "just cause" disciplinary standard and the
-- Upgrade Policy,underwhichCarrierbears heburdenofpersuasionregardingculpability. Instead,
we are presented here with allegations by Nfr. K avanagh and the Or ganization(s) that Carrierviolated
_ or improperly applied the "self-e;ecut:rz' termination provisions of controlling Agteem°_ats
governing post-November 1, 1983 errpioy ees ·:; ho are promoted to engine service but v.vic-. flail to
successfully complete the Locomotive E.^t=.n2--: Training
Program. As the moving pa:z\', Ciaa1&ni
_ AWARD NO. 120
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_ CONTAN'Y CASE 183634
bears the burden of proof of such alleged violations or misapplication of the contract language.
See
PLB 3106, Award 177 (Referee Criswell); PLB 6607, Award 1 (Referee Lieberman); PLB 4901,
Award =8 (Referee Wallin); PLB 4976. Award No. 23 (Referee Harris) and PI-3 6180, Award 136
(Referee Twomey).
The Agreement provisions which 2ovem this case are found in contracts between the United
Transportation Union and the C=..-.r, i;=. Article V of the 1972 UTU National Aueement, Article
XIII of the 198= UTL: National Agrees: ent and the U-P,'UTU Memorandum of Agreement dated
December 17, 1996 (211=019629); enti7led "Ensineer Selection Process". For that reason, this
Board provided Third Party notice to the' nked Transportation Union, following which the TUTU
participated fully in the instant proceedings. At the conclusion of the hearing on March 21, 2001
- hearing, all interested Parties requested the Chairman to issue a bench decision in this case, which
was rendered in a letter dated March ?_. -001, reading in pertinent part as follows:
_ Case
No. 120
(Claim sustained in per.): Claimant
D. T.
Kavanagh shall be afforded an additional
three (3) month period to quali^y as an Engineer, such 3-month period to begin running upon his
_ clearance to return to service. Provided'=: does successfully qualify, he shall be placed in
his
original
slot
in he seniority roster, in accordance
~nr
`ta controlling Agreements.
_ In this case, theClaimantwasable:opassrequiredexaminationswhilegoinathroughformal
training at the Carrier's Locomotive =ngiir eer Training School in Salt Lake City but he was unable
to qualify in actual over-the-road train=. The record shows that Claimant chose not to avail
himself of UTU assistance/representat:c:: and apparently elected instead to be represented by the
BL E as he proceeded through the traini::= process. Perhaps for that reason, Carrier completely failed
or neglected to comply with its contr_c^cal obligation to communicate with the appropriate
representatives of the UTU concerning C:ai-tart's enrollment in and difficulties with satisfactory
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completion of over-the-road portion of the engineer training program. Had Carrier provided these
appropriate communications to the = General Chairman, the outcome in this case would be no
different than that in a similar case on this property was brought before Public Law Board 5912 with
Neutral Frank T Lynch. Therein, when problems arose with an employee's training, the Carrier
representative (the instructor) contacted the UTU-E Local Chairman, who contacted the LiTU-E
General Chairman, who con esponded with the highest designated ofncer of the Caries authorized
to handle such issues. Together, the Parties weed that the training period of the involved employee
in that case would be extended and handled between the Carrier's -Manager of Operating Practices
and the UTU Local Chairman, with all correspondence between the parties was forwarded to the
General Chairman and Labor Relations for monitoring. In those circumstances, PL13 5912 held in
Award 169 that Carrier had abided by the Agreement requirements in judging the employee as
having failed to satisfactorily complete the training course and termination was the appropriate result
under the "self-executing" provisions of controlling Agreements.
In the present case, however, without reaching the merits of Carrier's conclusions that
Claimant did not satisfactorily demonstrate competence and ability in the over-the-road phase ofhis
training, the undisputed failure of Carrier to comply with its contractual obligations to notify the
appropriate UTU officials of Claimant's entry into and progress/problems make application of the
"self-executing" termination provisions inappropriate in this particular case. Based upon all of the
foregoing, this Board concluded that Carrier must allow Claimant an additional opportunity to
qualify as an Engineer under terms and conditions set forth in the bench decision, supra.
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AWARD
Claim sustained in part, as indicated in the bench decision rendered on March 25,
2001, supra.
Dana Ed:vara Liscitsrr-Ghairman~--
Dated at Spencer. New York on September 7. 2001
- Z4~
A~C:~ - --
Union Member
Company Member