HomeMy WebLinkAbout1986-0373.Hopkins.88-05-17File No. 373/B6
IN TBE BATTER OF AN ARBITRATION
Under :
TEE CROWN EMPLOYERS COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLERENT B&D
BETWEEN:
OPSEU (J. EOPKINS~),
Grievor,
BEFORE:
TRE CROWN IN RIGHT OF ONTARIO
(RINISTRY OF CORRECTIONAL SERVICES),
Employer.
I. C. Springate - Vice-Chairman
I. Thomson - Member
P. Camp - Member
FOR TEE GRIEVOR: R. Wells
Counsel Gowliiig 6 Henderson
Barristers and Solicitors
FOR'THE EBPLOYER: C. C. White
Counsel
Ricks, Harley, Bamilton, Stewart, Storie
Barristers and Solicitors
HEARING: September 25, 1987
,
Prior to the events giving.rise to these
proceedings the grievor was employe~d as a correctional
officer 2 at the Guelph Correction&l- Centre. Ai a result ,of
a stress-related illness.,, he accepted a transfer to the
lessor’ paid position of security~ officer. The parties
disagree as to whether he was entitled to return to the _,, ~.~ _ ~,
correctional officer 2 position once medically fit to do so.
‘_
The applicable provisions’of the collective
agreement: Iprovide as follows:
4.1
4.3
5.6
When a~ vacancy occurs in the Classified
Service for a bargaining unit position
or a new classified position. is created.
in:the bargaining unit., tit shall be
advertised for at least ten.~-(10) working
days prior to the established closing
date when advertised ~wit.hin .,a ministry,
.or it shall be adver.tised for at least
fifteen (15) working days prior to the
established closing date when advertised
service-wide. All applications will .be
acknowledged. Where practicable, notice
of vacancies shall be posted on bulletin
boards. .~
In filling a vacancyi~the Employer shall
give primary~ consideration to
qualifications and ability to perform
the ,required duties. Where
qualifications and ability are
relatively equal, length of-continuous service shall be a’ consideration.
‘~ . ) .’ Where, for reasons of health, an
employee.is assigned-to a position in a
classification having a lower maximum
salary, he shall not receive any salary progression or salary decrease for a
period of six (6)‘months after. his.
assignment, and‘if at the end of that’
I I - 2 -
I _.
period, he is unable to accept
employment in his’ former classification,
he shall be assigned to a classification
consistent with his condition.
42.2.1 (a) The Long Term Income Protection
benefit is sixty-six and ttio-thirds
percent (66-Z/3%) of the employee’s
gross salary at the date of
disability, including any
~ retroactive salary adjustment to
which the employee is entitled.
42.2.3 Long Term Income Protection benefits
commence after a qualification period of
six (6) months from the date the
employee becomes totally disabled,
unless the employee elects to continue
to use accumulated attendance ciedits on
a day-to-day basis after the six (6)
month period. I
42.2.4 Total disability means the continuous
inability as the result of illness,
mental disorder, or injury of the
insured employee to perform any~and
every duty of his normal occupation
during the qualification period; and
during the first twenty-four (24) months
of benefit period; and thereafter during
the balance of the benefit period, the
inability of the employee to perform any
and every duty of any gainful occupation
for which he is reasonably fitted by
‘education, training or experience.
42.10 (a) When an employee who has been
receiving or was eligible to receive
L.T.I.P. benefits is able to return
to full-time employment, the
provisions of Article 24 (Job
Security) , with the exception of
sub-section 24.3.1, shall apply.
The grievor became ill in November 1982. He was
away from work ,from that time until May 1983; During this
period he continued to receive. his full salary as a
correctional officer 2 by drawing on his accumulated sick
leave and vacation credits. During his absence from work,
-.j-
the grievor had,discussions with Mr. T. Ii. Watson, the
,deputy superintendent of the Guelph Correctional Centre,
concerning what his options would be once he had used up his
vacation and sick leave credits. The grievor testified that
Mr. Watson advised him that he could resign,..go on long term
income protection or move into a less stressful position.
Initially no mention was made of the possibility of the
grievor,becoming a.security officer.. Rather,’ Mr. Watson
indicated that he.could return to active employment as a
correctional officer and then, when.a.~vacancy arose, apply
for a position in the laundry or as anadmissjon and
discharges clerk.
~When the ‘grievor.~neared the point where his sick
leave and vacation,credits would be exhausted,~ Mr. Watson
.advised him that he could transfer into the security .officer
position. It is clear that. during~this, and, subsequent
.discussions ,relating to what thg’grjevorls status would be if
he accepted the security officer position, no reference was
~made to Article 5.06 of the collecti,ve agreement. The
the time he was not aware of, the
. He stated ,that he, knew that if he
grievor testified- that at
~provisions o.f,.Article 5.6
accepted the security off icer:-positi,on his salary as a
correctional’officer Z-would be con!inund, but only,for six
months. He was not asked how he knew of.the six-month limit.
Mr.~ Watson, however, was asked by union counsel if his “deal”
with the grievor was that if’the grievor returned to work as
- * -
a security officer he would be “red-circled” ,for six months.
MC. Watson replied in the affirmative. From this evidence we
are led to infer that Hr. Watson likely advised the grievor
that if he chose to become a security officer. he would
continue to receive his former salasy, but only for a
si~x-month period.
Mr. Watson also advised the grievor that if he
accepted the security officer position and later brought in
an acceptable medical certificate indicating Ithat he was fit
to return to his former position, he~would again be
classified as a correctional officer 2. Mr. ‘Watson testified
that he believed he had mentioned that this would only remain
the case for six months. we are satisfied, hpweve’r, that Hr.
Watson never mentioned a six-month limit. We: base this
conclusion on several factors. One is the gr’ievor’s evidence
which indicates that at the relevant time he knew of no
six-month limit. There is also the evidence of Mr, Ron
Barber, referred to in more detail below, whi%h indicates
that while Mr. Watson discussed the grievor’s’ possible return
with him he made no reference to a six-month .time limit.’
Finally, there is a note which’Mr. Watson made “to file”,
with a copy to the grievor, on Nay 30, 1983. This note
summarized a meeting which Mr. Watgr?n had with the grievor on
May 27, 1983. It was during this meeting tha’t the grievor
was given a final chance to choose between ac’cepting the
.
- 5 - .
security officer position or going on long term income
protection. Mar. Watson’s note read as follows:
/ . _(
NOTE TO FILE
On May 27th at 1545 hours I met with Mr.
Hopkins in my office. ’ Mr. S. Richards’on
was also present.
Then purpose of the meeting was why Mr.
Hopkins had not supplied us with a
letter stating he would accept the
Security Officer 1 position.’ Mr . .
Hopkins .stated he was ordered into work
by the “girl in the office” and on
advice from the union he was not giving
us a letter.
I asked’ Mr. Hopkins which option he was
taking - he stated LTIP. He says he
came back to work as he ‘needed the .’
money. -
or.. Hopkins asked what would it take for
him to return to work full status as a.
C.O. I told him he would require a
medical stating the problem’no longer
exists and thenwe would deal with it at
that time. Mr. Hopkins advised his
doctor would give him a medical for
whatever he tells her.’
or. Hopkins also-stated no one told him
what the Security Officer,position was.
Nr;~ Richardson was advised to give Hr.
Hopkins a copy.of the Position
Specification and salary
Mr. Hopkins was ordered to submit a
statement that he was accepting the
Security Officer 1,position as out’lined
in Mr. Thomas’s letter of April 25th.
The letter w&s to be on’Nr. Watson’s
desk by 9.00 a.m. Wednesday and if not I
would’assume he was not exercising .that
option and not returninq to work. He
could .then exer~cise the opti’on of ,qoing
onto LTIP. .:
,
- ” -
In his note Mr. Watson made reference to hisdiscussion with
the grievor about returning to the correctional officer
position. He made no reference, however, to.a six-month time
limit having been discussed. Mr. I Watson’s note refers to a
letter relating to the security officer position which was
sent by Hr. Thomas to the grievor on April 25, 1983. That
letter was not placed in evidence.
The grievor testified that he decided to accept
the security officer position ,.as opposed to applying for
benefits under the long term income protection plan, because
he felt he would be better to be at work, rather than at
home, till he was ready to resume his position as a
correctional officer 2. The grievor further testified that
had he known that acceptance of the security officer position !
would mean that he would subsequently have to compete for a
correctional officer 2 position, he would hav:e applied for
benefits under the income protection plan. According to the
grievor, if he had opted to receive benefits under the plan,
he could have returned to active employment within two years
with a guarantee of a correctional officer 2 ‘position. The
collective agreement provides for no such guarantee. What it
does provide is that if an employee on long term income
protection returns to full-time ?moloyment, h:e will be
treated in the same way as an employee who had been declared
surplus. The two-year cutoff period which the grievor was
presumably referring to relates to how one assesses total
- 7 -
disability: For the’first two years, a person’who is unable
.’ to perform his normal occupation-is entit1ed~‘t.d receipt of
benefits. After two years, however, he must be unable’to
perform any gainful occupati’on~ for which’ he ‘is reas’dnably
fitted. Notwithstanding the grievor’s misunderstanding of
, . this aspect of the iong term’income protection plan, it is
clear that the plan would have provided certain benefits to
the grievor; including the receipt of income without having
to report for work.
As indicated above, one of the witnesses at the
hearing was Hr. Ron Barber,.the president of the Union’s
Local 233. In 1983, Mr.‘Barber was the chief bunion steward
at the Guelph Correctional Centre. Mr. Barber testified that
the grievor came to him to discuss several concerns relating
to the~security officer position, including his opportunities
to revert back to the correctional officer 2 position.
According to Mr. Barber, he spoke to Hr. Watson aboutthese
matters, and Mr. Watson assured him.that the grievor could
“come back” once he provided a note from.his doctor
indicating that he was able to perform the dutie.s of a
correctional officer 2. Mr. Barber testified that he was
aware of the provisions of Article 5.6, but from Mr. Watson’s
comments concludeb that the six-month time, li’mit woul’d not
apply to the grievor. ‘Mr. ‘Barber advised the grievor he had
nothing to worry about, and when he felt ready to return as a
correctional.officer 2 he should go ,anh see his doctor. Mr.
-0-
Barber testified that he subsequently discussed the grievor’s
situation with Hr. Watson on two additional occasions. On
both occasions Mr. Watson, without mentioning a time limit,
indicated that the grievor could return as a’correctional
officer 2 once he brought in an acceptable note from his
doctor. Mr. Watson testified that he had no.recollection of
discussing the grievor’s situation with Mr. Barber, but
acknowledged that it was possible he had done so since he had
discussed a number of employees with Mr. Barber. In the .
circumstances, we accept Mr. Barber’s evidence concerning his
discussions with Mr. Watson. Mr. Watson left the Guelph
Correctional Centre in October 1983 and, accordingly, was not
at the institution when the events described;below occurred.
The six-month period provided for under Article
5.6 ended on November 15, 1983. Early in Deiember 1983, Mr.
Z. J. Anthony, the Ministry’s Regional Personnel
Administrator for the Southwest region, became aware of this I
fact. Guelph is actually outside the Ministry’s Southwest
region, but for internal Ministry reasons Mr. Anthony had
taken responsibility for personnel matters in Guelph. Mr.
Anthony testified that on becoming aware of the fact that’the
six-month period had already passed, he decided to provide
the grievor with “a final,chance” TV provide a medical
certificate which would enable him to return to the
correctional officer 2 position. Accordingly, on December 6,
1983, Mr. Anthony forwarded the g’rievor a letter which read
as follows:
Further to Mr. Thomas’ letter to you of May
24, 1983 this will serve to note that your
reassignment for health reasons to the
position of Security Officer ‘l’a,nd subsequent red-circling salary protection for~a
six-month period -‘was completed .on *November
15, 1983 and.it is now necessary to remove
the salary protection provision. Therefore,
effective November 15, 19.83 your salary will
be $9.07 per hour, the maximum salary of,
Security Officer 1 classification.
Should ‘you wish to return to the position of
Correctional Officer, it-will be necessary
for you to provide us with further current
medical information; Failing receipt of, further medical information, your
classification will remain-as Security
Officer l,and,at the above-me? tioned salary.
Shoul,d you wish ‘to discuss the
please contact my officer Psic
Superintendent.
foregoing,
I, through your
Mr, Anthony testified that his i’ntent had’been to give the
grievor a- week or two in which to file a-medical certi.ficate.
Unfortunately, however, h<s letter did not-indicate that this
was his intent.
-x
The grievor testifi.ed that as far as he was
concerned, Mr. Anthony’s letter confirmed’-his view that he
could return to the correctional office? 2 pdsiti’on as soon
as he was in a position to Stippli; i medical note indicating
that he was able ~to do’ so.’ While that was not what Mr.
Anthony intended, given’the prcor events and the wording of ’
the letter, we are satisfied that-the-letter failed~to put
- I” -
the grievor on reasonable notice that his right to
automatically return to.the correctional officer 2 position
was about to expire.
In January 1986, the grievor submitted a medical
note to the employer indicating that he was fit to return to
the position of correctional officer 2. By letter dated
January 21, 1986., Mr. T.A. BOltOn, the Deputy Superintendent
of the Guelph Correctional Centre, advised the grievor that
since he had been reclassified, he would havejto apply for a
correctional officer’s position when a vacancjr was posted.
The g’rievor applied for an existing correctional officer 2
vacancy, but was unsuccessful. On March 21, 1986, he filed a
‘grievance challenging his non-selection.for the vacancy. In
his grievance he also contended that he had been advised by
the employer that he would be returned to then correctional
officer 2 position as soon as h.e provided a medical
certificate indicating that he was fit to do so. At
hearing, the parties agreed that the Board should in
deal only with this aspect of the grievance. :
the
it ia 1lY
The employer relies on the wording of Article 5.6
of the collective agreement. Pursuant to this article, the
grievor was entitled to retain hi: former salary and to
automatically return to the correctional officer 2 position
only for a period of six months. After that, his
classification as a security officer would become his regular
. .
classification. ‘In the normal course, return to the
correctional officer 2 position tibuld depend.on whether he
was successful’ in obtaining such a’ po’siti’on under&the’ job
: ,’ posting procedures of the collective,agreeme’nt; The ‘union,
., .: I
however, contends.that the employer is estopped from applying
.’ .? the six-month limitbecause of what the grievor was told when
he accepted the security officer position.
.
The doctrine of estdppel is. one which
arbitrators, including this Board;’ ha&-applied when ~.
interpreting, the rights of part-ies under a collective
agreement. The essence of the doctrine -was set out by
Denning L.J. in Combe v. Combe,~[1951 1 1’All E.R. 767 at p.
770:
The principle, as I understand,it, is that . ,’ where one party has, by .his words or conduct,
made to the other a promise or assurance
which was intended. to affe.ct the legal
relations between them and to be acted on
accordingly, then, once the other party has
taken him at his word and acted on it, the
one who gave the promise or assurance cannot.
afterwards be allowed to revert to the
previous legal relations as i.f no such
promise or assurance had been made by him,
but he’ must accept thei,r .-legal relations ’ subject to the qualification which he himself
has so introduc.ed, even t$ough it is no,t
supported in point of law by any
.consideration, but only. by his word.. ._
The issue of what constitutes a promise or’assurance which
is intended to affect the legal relations of the parties to a
collective agreement was discussed in some detail in’ Re -
_ -
- 12 -
Atc,mic Energy of Canada Ltd. and Atomic Energy Labour -
Alliance (1986), 22 L.A.C. (3d) 225 (Swan). Ln that case, it -
was concluded that there had been no such intent. In
reaching this conclusion, however, the arbitrator referred
with approval to an article by Professor M. A. Hickling
entitled “Labouring with Promissory Estoppel: A Well-Worked
Doctrine Working Well?“, 17 U.B.C. Law Rev. 183 ~(1983). In a
section entitled “The’Requirements and Limits’ of Promissory
Estoppel” Professor Hickling commented as fol’lows:
Fourthiy, one of the crucial elements: of
estopped is that the promise must be one which was intended, or was reasonably~
construed as being intended, to affect the
legal relations between the parties. A
person may well grant.an indulgence without
ever intending to forego his strict lIegal
rights.
In the instant case, the evidence: falls short of
establishing that the employer gave an expres,s assurance to
the union or the grievor that it would not enforce the
six-month time 1,imit during which the grievor, could
automatically return to the correctional offi’cer 2 position.
The grievor and Mr. Barber, however, understood Mr. Watson to
be making an open-ended offer in this regard. Mr. Watson was
not silent on the issue of time limits. He i~ndicated to the
grievor that he would continue to receive the salary of a
correctional officer 2 only for six months. Given the
reference to a time limit with respect to thi’s point, but not
with respect to when the grievor could return to his previous
position once able to do SO, we believe it was reasonable for
the grievor and the union to believe that no such time limit
would apply. The grievor acted on his understanding of Mr.
Watson’s comments. Having.led the grievor and the union’into
reasonably believing that no time limit would apply, the
employer is now estopped from applying the six-month limit to
the grievor.
The employer takes the position that any offer
Mr. Watson may have made to the grievor ,relating to his
return to the correctional officer 2 position has lapsed by
the passage of time. This argument cannot succeed. The
grievor was required to elect whethe.r or not to accept the
security officer position or go on long term income
protection. The.passage of time has not undone the results
of that decision. Accordingly, we view the empl,oyer’s
conduct as still being a relevant consideration in assessing
the grievor’s current status.
The grievance succeeds to the extent that we .have
found that the grievor had a right to return to the
correctional officer 2 position when medically fit to do so.
The employer is to assess the grievor’s fitness to return to
that position, including.assessina the medical note ~provided
by him, in accordance with its general practice in such
matters. If, in accordance with this assessment, the grievor
is judged fit to perform the work of the posi~tion, he is to
- I* -
be reinstated as a correctional officer 2. We will remain
seized of this matter with respect to the implementation of
this award and any compensation which may be payable to the
grievor.
DATED at Mississauga cbis 17rn daf 0f hay, 19&d.
-amp - Member \