SPECIAL BOARD OF ADJUSTMENT NO. 925
*
BURLINGTON NORTHERN RAILROAD COMPANY
* CASE NO. 16
-and-
* AWARD NO. 16
BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYES
*
On May 13, 1983 the Brotherhood of Maintenance of Way
Employes (herinafter the organization) and the Burlington
Northern Railroad Company (hereinafter the Carrier) entered
into an agreement establishing a special board of adjustment
in accordance with the provisions of Section 3 of the
Railway Labor Act. The agreement was docketed by the
National Mediation Board as Special Board of Adjustment No.
925 (hereinafter the Board).
This agreement contains certain relatively unique provisions concerning the processing of claims and grievances
under Section 3 of the Railway Labor Act. The Board's
jurisdiction is limited to disciplinary disputes involving
employees dismissed from service. Although, the Board consists of three members, a Carrier Member, an Organization
Member, and a Neutral Referee, awards of the Board only contain the signature of the Referee, and are final and binding
in accordance with the provisions of Section 3 of the
Railway Labor Act. Employees in the Maintenance of Way
Craft or Class who are dismissed from the Carrier's service
may choose to appeal their their dismissals to this Board,
and they have a sixty (60) day period from the date of their
dismissals to elect to handle their appeals through the
usual appeal channels, under Schedule Rule 40, or to submit
their appeals directly to this Board in anticipation of
receiving expedited decisions. The-employee who is
dismissed may elect either option, but upon such election
that employee waives any rights to the other appeal
procedure.
The agreement further establishes that within thirty
(30) days after a dismissed employee's written notification
of his/her desire for expedited handling of his/her appeal
is received by the Carrier Member of the Board, that said
Member shall arrange to transmit one copy of the notice of
investigation, the transcript of investigation, the notice
of dismissal, and the dismissed employee's service record to
the Referee. These documents constitute the record of proceedings and are to be reviewed by the Referee. In the
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instant case, this Board has carefully reviewed each of the
above described documents prior to reaching findings of fact
and conclusions. Under the terms of the agreement the
Referee had the option to request the parties to furnish
additional. data regarding the appeal, in terms of argument,
evidence, and awards, prior to rendering a final binding
decision in the instant case. The agreement further provides that the Referee, in deciding whether the discipline
assessed should be upheld, modified or set aside, will
determine whether there was compliance with the applicable
provisions of Schedule Rule 40; whether substantial evidence
was adduced at the investigation to prove the charges made;
and, whether the discipline assessed was excessive, if it is
determined that the Carrier has met its burden of proof in
terms of guilt.
Mr. Jack Lee Jackson, the Claimant, who entered the
Carrier's service on March 21, 1977 as a B & B Helper, was
dismissed from the service of the Carrier effective August
27, 1984 as the result of an investigation which was held on
August 3, 1984 in Denver, Colorado. At the time of his
discharge, the Claimant was assigned as a B & B Foreman
working at or near Denver, Colorado.
Findings and opinion
The Claimant was properly served with a notice of
investigation dated July 27, 1984 in which the Regional
Superintendent advised that a hearing would be held on
August 3, 1984 for the purpose of ascertaining the facts and
determining the Claimant's alleged responsibility regarding
alleged sexual harassment and alleged threats of violence by
the Claimant against employee Terry R. Holbert during the
period that the Claimant was Holbert's supervisor commencing
in late 1979 or early 1980 and continuing thereafter.
The investigation was conducted on August 3, 1984 and
the Carrier concluded after reviewing that investigation and
the documentary evidence submitted that the Claimant had
violated the Carrier Safety and General Rules by sexually
harassing and threatening violence against employee Terry R.
Holbert. Accordingly the Carrier dismissed the Claimant
from service.
A review of the evidence of record establishes clearly
that the Claimant, who was Holbert's foreman, entered into a
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homosexual relationship with Mr. Holbert which relationship
continued for some time between the years 1980 and 1983.
The evidence of record also establishes clearly that when
their relationship began to deteriorate that the Claimant
began to engage in a series of actions which must be categorized as coersive and/or threatening in nature. The evidence of record indicates that the Claimant .was particularly
chagrined when Mr. Holbert took on another lover, a Mr. Marc
Schoenherr, and that the acts of harassment began at or
about that time. The most significant act of harassment
involved an incident when the Claimant notified police
authorities that Mr. Schoenherr was allegedly physically
brutalizing Mr. Holbert. The Claimant accompanied police
officers to Mr. Holbert's residence for the purpose of
having Mr. Schoenherr prosecuted. The Claimant admits at
page 78 of the transcript that he did have the police
brought to Holbert's residence. The testimony and reports
of the police officers, who investigated the Claimant's
allegations, indicates, without question, that there was no
substance to those allegations and that they were made
purely as the result of apparent jealousy and for the purpose of,harassment.
The Carrier was justified in concluding, after reviewing
the evidence in the record, that the Claimant engaged in a
pattern of harassment of employee Holbert for a substantial
period of time. The Carrier was further justified in
concluding that this type of activity was violative of its
Safety and General Rules and therefore did not act
improperly in disciplining the Claimant.
This Board should note that the transcript of the
hearing was filled with numerous irrelevant statements
regarding the Claimant's alleged leaving work for the purpose of engaging in sexual activity with employee Holbert.
This Board has not considered that evidence in our determination of whether the Carrier had sufficient proof to
justify discipline on the charges specified in the notice of
investigation. As the Organization representative properly
pointed out throughout the course of the investigation, much
of the evidence solicited by the Hearing Officer was irrelevant. However, this Board was not prejudiced by receiving
that evidence as we did not consider it in reaching our
determination.
The organization also objected to the "general nature"
of the charge in the notice of investigation on the basis
that it did not specify a particular time, date, and/or
place where the alleged sexual harassment occurred; but
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rather spoke in terms of actions which began in late 1979 or
1980 and continued thereafter. This Board concludes that
due to the nature of the Claimant's activities and the
information available to the Carrier that it was not
necessary, in this case, to specify a particular incident.
Clearly the Claimant was properly charged for a pattern of
conduct which had taken place over a protracted period of
time. Additionally, it is clear that the Claimant was fully
cognizant of the nature of the charges which were being
brought against him and although the organization representative contended that he was not able to prepare an adequate
defense due to the alleged imprecise nature of the charges,
this tribunal concludes that the Organization did, in fact,
have sufficient notice and did, in fact, present more than
an adequate defense in the circumstances.
Additionally, the organization contends that Rule 40 was
violated when the Carrier did not conduct the investigation
within fifteen (15) days from the date of the occurrence.
This contention by the organization is based essentially
upon the fact that Mr. D. E. McCoy, the Regional B & B
Supervisor, had been aware for some time in the past of
employee Halbert's claims that he was being harassed. This
Board's review of the record convinces us that McCoy did not
fully comprehend the nature of Holbert's complaints. He
believed, and he so credibly testified, that Holbert and the
Claimant were involved in a personality conflict. His
testimony convinces this Board that he was unaware that
Holbert was homosexual and that he was complaining about the
Claimant's harassment because of their previous sexual relationship. This Board is convinced that the Carrier acted
prudently when it thoroughly investigated the nature of the
Claimant's relationship with Holbert and the charges which
Holbert brought regarding the alleged sexual harassment
before it issued a notice of investigation. Obviously, the
Carrier wished to be somewhat circumspect before it issued
charges where a question of sexual involvement and/or preference was involved. Accordingly, we cannot in good
conscience find that the Carrier should be reprimanded for
its short delay in thoroughly verifying the nature of the
complaints in this case.
Finally, the Organization would have this Board conclude
that the problem in this case involved no more than the
typical emotional distress involved when.two former lovers
have a permanent falling out and then are required as a
result of their jobs to work in the same environment. In
this Board's view the case is not that clean. The record
reflects that the Claimant, through his attitude both on and
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off the job, harassed Mr. Holbert and caused Mr. Holbert to
contemplate resignation, transfer, or return to their previous sexual relationship. Those acts can only be considered harassing and/or threatening and accordingly we-find
that the Carrier had sufficient cause to conclude that the
Claimant had violated applicable rules.
We should observe that in this Board's opinion the
Hearing officer left much to be desired in the manner in
which he conducted the hearing. Although he did not limit
the Organization and the Claimant from entering evidence or
from examining and cross-examining witnesses, he did engage
more as a prosecutor that he did as an impartial investigating officer. He asked numerous leading questions and in
many circumstances his questions formed the basis of evidence rather than the answers to those questions.
Obviously, he was in possession of signifcant evidence prior
to the investigation as the result of the lengthy written
statements entered by several of the witnesses during the
preinvestigation stages of this case.
We are=sustaining the discipline since much of the probative and substantive evidence was entered through the free
exchange of questions and answers by numerous witnesses in
this investigation. We only point to the lack of professionalism in the Conducting officer's investigation for
purposes of encouraging the Carrier to improve in the
future.
The evidence of record establishes that the Carrier had
just and sufficient cause for disciplining the Claimant, and
in view of the serious nature of the offenses and the
Claimant's poor prior disciplinary record, this Board will
not disturb the discipline of dismissal.
Award: The claim is denied.
This Award was signed this 1st day of February 1985 in
Bryn Mawr, Pennsylvania.
Richard R. Kasher
Chairman and Neutral Member
SBA No. 925