BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYES
NORTHEAST ILLINOIS REGIONAL COMER ROAD
Mr. Arthur R. Perez, Bridge & Building Foreman Metra Electric District,
and Mr. Robert d. Shanahan, B&B Mechanic/Driver, received a letter dated
October 29, 2004, directing them to attend a formal investigation to be held in the
KYD Conference Room, 12301 S. Indiana Avenue, Chicago, Illinois, at 9:00 a.m.
on Thursday, November 4, 2004.
The purpose of the investigation was develop facts, determine the cause and
assess responsibility, if any, in connection with their alleged failure to properly
protect Metra Vehicle 91055 when backing up and striking parked Vehicle 91091
and causing damage to said vehicle at 154' Street and Park Avenue in Harvey,
Illinois, at approximately 9:10 a.m. on Tuesday, October 19, 2004.
Both employees were charged with possible violation of Metra Employee
Safety Rule 107.10; and Engineering Department Special Instructions No. 14 Item
5.
The letter of October 29, 2004, is attached to this Award.
The investigation was postponed until Thursday, November 18, 2004, and
held on that date.
During the investigation held on November 18, 2004, Mr. Jack David, Vice
Chairman of the BMWE, requested a short recess. On reconvening the
investigation, Mr. Archer, the Hearing Officer, announced that Mr. Perez had
opted to waive the investigation and had initiated proper documents and
everything had been signed and completed.
At that point, Mr. Perez was no longer a part of the investigation except for
possible recall as a witness.
The Hearing continued with Mr. Shanahan being the only charged
employee.
Following the investigation, Mr. Shanahan received a Notice of Discipline
letter dated December 7, 2004, assessing him discipline of Five Work Days Actual
Suspension for violation of Metra Employee Safety Rule 107.10; and Engineering
Department Special Instructions No. 14 Item 5.
The Notice of Discipline letter of December 7, 2004, is attached to this
Award.
The transcript of the investigation held on November 18, 2004, provides the
basis for this Board's adjudication of this dispute.
This dispute is before this Special Board of Adjustment established by
agreement between the Brotherhood of Maintenance of Way Employes and the
Northeast Illinois Regional Commuter Railroad Corporation (Metra) dated
November 12, 1999, SBA No. 1122.
FINDINGS:
This dispute involves an incident which occurred at 15414' Street and Park
Avenue in Harvey, Illinois, on Tuesday, October 19, 2004, at approximately 9:10
a.m.
Mr. Robert Shanahan, B&B Mechanic, on the Electric Line was the driver
of Metra Vehicle 91055 when the incident occurred.
Mr. Shanahan testified that on the day of the accident he proceeded to load
tools in the back of his truck. A fellow employee was outside the truck.
Mr. Shanahan testified that before he got in the truck, he saw nothing
behind his truck, and he proceeded to get in his truck. The fellow employee then
got in the truck, and Mr. Shanahan started to back up his truck when he bumped
into the other truck Vehicle 91091.
Mr. Art Perez, Mr. Shanahan's immediate Foreman, notified Mr. Jerry
Bailey, Bridge & Building Supervisor, of the incident who proceeded to the scene
to investigate the incident. Metra police were also notified, acrd Lt. S. Castro
arrived at the scene at the same time as Mr. Bailey. Lt. Castro's report, Carrier
Exhibit No. 5, revealed the details of the accident which confirmed the testimony
of Mr. Shanahan as to what happened. There were no injuries, and damage to
Vehicle 91091 amounted to a dent in the bumper - driver's side and estimated to
be less than $300.
The record reveals that there is no dispute as to the facts involved, in the
incident.
Based on our review of the record, it is clear that Mr. Shanahan was
obviously responsible for the accident, which would warrant the imposition of
some discipline. However, as this Board has previously stated in Award No. 26
and most recently Award No. 40, we fuxnly believe that the discipline assessed
must be commensurate with the employee's transgression. It is clear that this
incident did not indicate any kind of flagrant misconduct or carelessness on the
part of Mr. Shanahan that would warrant a five-day suspension. Mr. Shanahan has
been employed by Metra since October 1, 2001, and has a clean record during that
time. In this Case, as in Award No. 40, it is apparent that the Carrier applied the
discipline imposed without regard for the circumstances that occurred.
In the opinion of the Board, based on the circumstances in this dispute, the
appropriate measure of discipline for Mr. Shanahan would be a Letter of
Reprimand.
The Board directs that the record of Mr. Shanahan be revised accordingly,
and he be compensated for any time lost as a result of the suspension
AWARD:
Claim partially sustained in accordance with the above Findings.
Chees J. Chamberlain
Neutral Member
Date QowuzAy
4,3
merra
Metra KYD Facility
12301 S. Indiana Avenue
Chicago, IL bo628
October 29, 2004
Fed Ex Tracking No.: 844344914146 U. S. Mail Delivery
Arthur R. Perez Emp. #8567 Robert J. Shanahan Jr. Emp. #8148
2643 S. his` Avenue B&B Mechanic/Driver
Cicero, IL 6o804
Dear Sirs:
Arrange to attend a formal investigation to be held in the KYD Conference Room, 12301
S. Indiana Avenue, Chicago, Illinois 6o628, at 9:oo a.m., on Thursday, November 4,
2004.
The Purpose of this investigation is to develop the facts, determine the cause, and access
responsibility, if any, in connection with your alleged failure to properly protect Metra
Vehicle 91055, when backing up and striking parked Vehicle 91o91 and causing damage
to said vehicle at 154th Street and Park Avenue in Harvey, Illinois, at approximately 9:
to
a.m., on Tuesday, October 19, 2004.
In connection therewith, you are charged with possible violation of Metra Employee
Safety Rule
107.1o;
and Engineering Department Special Instructions No. 14 Item 5.
You may be represented at the subject investigation as provided for in your labor
agreement, and you will be afforded the opportunity to present evidence and testimony
in your behalf, and to cross examine any witnesses testifying.
Metra is the registered service mark for the Northeast Illinois Regional Commuter Railroad Corporation.
Page
-2-
A. Perez - R. J. Shanahan
Your past personal record may be reviewed at this investigation (copy attached).
Sincerely,
W. T. Arc er
Director M/E Engineering
Attachments
cc: V. L. Stoner J. Barton B. Smith
W. K. Tupper G. Washington H. J. Granier, G/C
D. S. Mogan C. Cary T. P. Petty, Asst. V-G Chairman
J. David, VP BMWE
T. R. McCoy, Jr. G/C
V. Gonzales, L/C
J. A. Bailey - Please arrange to attend as a Company Witness
letofinvAPEREZio.z9.oq
NORTHEAST ILLINOIS REGIONAL COMMUTER RAILROAD CORP.
NOTICE OF DISCIPLINE
7004 0550 0000 6010 5030 December 7, 2004
Certified Mail No. Date
(Copy also sent U.S. Mail)
Robert J. Shanahan Jr., Emp. 4/8184
11525 193rd Street, Mokena IL 60448
Employee Name and Address
Formal Investigation El Waiver of Formal Investigation (check proper box) has indicated your
responsibility for violation of NIRCRC Rules in the following incident (describe):
Charge:
Failure to properly protect Metra Vehicle 91055, when backing up and
striking parked Vehicle 91091 and causing damaeet o said vehirtP
on Tuesday October 19 2004at approximately 9:10 a.m.
Rule Violation:
Metra Employee Safety Rule 107.10; and Engineering Department
Special Instructions No. 14 Item 5.
Therefore, you are assessed the following discipline which will also be entered into your personal
employment record (check appropriate box or boxes.)
0 1. Letter of Reprimand (letter attached, effective for two (2) years).
· If you waive investigation, the reprimand letter will be effective for one (1) year.
0 2. Three Work Days Deferred Suspension (this suspension will remain deferred for two (2)
years and will be served as actual suspension if further discipline is assessed during that period).
· If you waive investigation, one (1) day of deferred suspension is assessed instead of three (3)
days.
XEa 3. Five Work Days Actual Suspension
TO BE SERVED UPON YOUR RETURN FROM FURLOUGH.
· If you waive investigation, three (3) work days of suspension will be served instead of five (5)
work days, plus the deferred days from Step 2.
0 Your record indicates deferred suspension of work day(s) which was assessed on
and must be served in conjunction with discipline noted above.
Page 2
0
4. Ten Work Days Actual Suspension.
0
· If you waive investigation, seven (?) work days of suspension will be served instead of ten
(10) work days.
0 5. Dismissal: Your employment with this corporation is terminated effective
(Date). You must immediately return all company property.
PERIOD OF SUSPENSION (IF APPLICABLEI.
Suspension from your job assignment will begin on -
. You must return to work on
to return on that date will be regarded as an unauthorized absence.
DEVIATION FROM THE PROGRESSIVE DISCIPLINE STEPS
The Chief Operations Officer has determined that the discipline of Step # _ shall be
assessed based on the circumstance in this case for the reason(s) stated below:
_ and will end
. Failure
Time
V. L. Stoner
W. K. Tupper
R. C. Schuster
J. L. Barton
G. M. Washington'
C. P. Cary
B. Smith
General Chairman - U.S. Mail
Local Chairman - U.S. Mail
Signature i le of Supervisor Assessing Discipline
Union Witness