HomeMy WebLinkAbout1987-0637.McTaggart and Boggs.88-07-040637107, 0638/87
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
Between:
Before:
For the Grievor: J. Hayes
Counsel
Cavalluzzo, Hayes & Lennon
Barristers and Solicitors ~.-
For the Employer: A.P. Tarasuk
Barrister & Solicitor
Central Ontario Industrial Relations Institute
OPSEU (McTaggart, Boggs)
and
The Crown in Right of Ontario
(Ministry of Health)
T.H. Wilson
F. Taylor
M. O'Toole
Vice-Chairman
Member
Member
Employer
Hearing: January 22, 1988
DECISION
The grievors had filed classification grievances. The
Stage One reply was signed by their group supervisor who is a
bargaining unit employee. They then grieved that they had
received a reply signed by a bargaining unit employee. The
settlement demanded in that grievance is that group supervisors
who are members of the bargaining unit cease to be involved in
the processing of grievances. The Ministry takes the position
that the assignment of the challenged function falls within s.
18(l) [a) of the Crown Employees Collective Bargaining Act and is
therefore not within the jurisdiction of this Board. The union
submitted that the Ministry is violating Article 27.3.1 which
establishes Stage One in the grievance procedure.
As background to this dispute, I note that a decision
of this Board was ,given in 1985 on a union policy grievance in
which it was claimed that management functions under Section
18(l) (a) and Section 18(l) (b) of the Act being abrogated by the
employer by the assigning of responsibility for performance
appraisals, discipline and grievance handling to members of the
O.P.S.E.U. bargaining unit (G.S.B. No. $87184). The factual
assumption upon which that case proceeded was that there had been
a reorganization in the offices of OHIP, wherein some jobs were
eliminated and others were changed around. Sixteen particular
employees were reclassified as Clerk 5 General and management
expanded the supervisory duties of these employees to include
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responsibility for performance reviews, some aspects of dis-
cipline and some grievance handling with respect to other
bargaining unit employees. The union took the position in that
case that while management's right to organise the work force was
not challenged, that' right did not include the right to assign
management functions to bargaining unit employees:
It was argued that such a process created conflict within the bargaining unit, wherein some employees were disciplining others and responding to grievances by other members of the unit; and it was argued that,
in substance, Management was removing
positions from the bargaining unit without the consent of the other party to the Collective Agreement. [page 31
In that case, the union relied upon Re Standard
Sanitary and Dominion Radiator Limited (1954) L.A.C. 1684 (Roach)
and Re Ontario Hydro (19761, 12 L.A.C. (2d) 143 (Shime). The
Board distinguished those cases apparently on two grounds: (1)
that they did not involve a jurisdictional issue, as specific
provisions of the Collective Agreement were relied upon and (2)
both cases in substance involved the performance of bargaining
unit work while the instant case involved an allegation that
acknowledged bargaining unit employees wsre performing certain
managerial functions.
Following Vice-Chairman Swan's description of the
Board's jurisdiction in Re Haladay 94178, the Board went on to
say at page 7:
. . . and we have not had drawn to our
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attention any particular provision of the Collective Agreement that is before us that would extend that jurisdiction or indeed which is alleged to have been breached in order to create an issue for us under the jurisdiction of Section 19.
Finally at page 9, the Board concluded:
Prima facie the reference in Article 19 to matters dealing with the interpretation, application or administration of the Collec-
tive Agreement create a relatively wide jurisdiction, but in the absence of any
specific reference to any section of that Collective Agreement, apart from the provi- sions that are deemed included under Section
18, and in view of the specific limitation in Section 18, we cannot find jurisdiction to
hear the merits of the grievance. We might
state that we reach this conclusion with some regret, since there clearly does exist a difference between the parties, and we presume that that difference will simply return to this Board in a different context, wherein the same issues are raised in a context that can attract jurisdiction within the specific language of Section 19(l) or
Section 18(Z).
While pointing out that while in labour arbitration
cases such as Re B.C. Railway Co. (1982), 8 L.A.C. (3d) 250
(Hope) and Re Religious Hospitalers of Hotel Dieu of St. Joseph
of the Diocese of London (1983), 11 L.A.C. (3d) 151 (Saltman)
boards of arbitration have taken jurisdiction in the context of
rules promulgated by management challenged by the union outside
the context of a disciplinary matter, in the view of Vice-
Chairman Kennedy, the arbitration boards unlike the Grievance
Settlement Board, were not subject to the strict statutory
constraints as to jurisdiction and in particular to that of the
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last two lines of. section 18(l). Accordingly, the jurisdictional
objection of the employer was sustained and the grievance
dismissed.
Counsel for the union in the present case argued that
the grievances in the present case are based on the premise that
Article 27 and in particular Article 27.3.1 have been breached by
the employer. I reproduce here relevant portions of Article 27:
27.1 It is the intent of this Agreement to adjust as quickly as possible any com- plaints or differences between the parties arising from the interpretation, application, administration or alleged contravention of
this Agreement, including any question as to whether a matter is arbitrable.
27.2.1 An employee who believes he has a complaint or a difference shall first discuss the complaint or difference with his, super- visor within twenty (20) days of first becoming aware of the complaint or dif- ference.
27.2.2 If any complaint or difference is
not satisfactorily settled by the supervisor within seven (7) days of the discussion, it may be processed within an additional ten (10) days in the following manner:
STAGE ONE
27.3.1 The employee may file a grievance in writing with his supervisor. The super- visor shall give the grievor his decision in writing within seven (7) days off the submis- sion of the grievance.
STAGE TWO [the grievor next submits the grievance to the Deputy Minister or his designee]
27.4 [The unsatisfied grievor after STAGE TWO applies to the Grievance Settlement Board]
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27.5 The employee, at his option, may be accompanied and represented by an employee representative at each stage of the grievance procedure.
Elaine McTaggart, one of the grievors, is a claims
clerk in the London District OHIP office. She was for ten years
the president of the Union Local 101 (1975-85) and then from 1985
to November 1987 a steward which period includes the time of the
grievance. The classification grievance of McTaggart at the time
was one of 3,008 classification grievances filed at that time.
Her particular grievances at Stage One was answered by a letter
signed by (Mrs.) S. Hern, Claims Services Supervisor, a bargain-
ing unit employee, London District OHIP office. The grievance
was that she had been placed in the wrong salary step for her
classification. Mrs. Hem's written response was that she "had
been advised by the Human Resources Branch that in accordance
with the Appendix, Article 4, Salary Treatment of Employees on
Implementation, specifically Article 4.2, your .salary transac-
tions as a result of the OAG conversion process have been
reviewed and it has been found that you are at the proper salary
step for your classification". In the qrievor's view, the fact
that a bargaining unit employee replied at Stage One of the
grievance for the employer made the Stage One "a fallacy". Such
a bargaining unit level employee would not have the authority to
decide the Stage One grievance. ~11 these classification
grievances were answered in the same manner: that is with a form
letter response signed by a supervisor who was within the
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bargaining unit.
In cross-examination, McTaggart was asked whether while
she was a local union president, she was involved in a represen-
tative capacity. She answered yes, between 20 to 25 grievances.
Of these one was settled at Stage One and the rest at Stage Two.
However, none of them was handled by a claims service supervisor
at Stage One. On March 26, 1986 a Memorandum was sent out from
the Assistant Director of District Operations requiring that:
In the intent of enhancing supervision in
Claims, Customer Services and at Information
Offices, it is essential that Supervisors be required to assume the following respon-
sibilities:
respond to level 1 grievances;
assume first level disciplinary
authority;
counsel staff, recommend repri-
mands:
prepare, sign and discuss contents of performance appraisals with staff;
approve vacations, time-off,
appointments, etc.;
act as chairperson or regular member of interview boards for new
hires. . .
2. Job specifications are being reviewed to ensure that these duties are clearly defined so that specifications may be used to support conversion of these positions to Management. In the meantime, Managers are to ensure that Clerk 5 General Supervisors and Clerk 7 General Supervisors at Informa- tion Offices are aware of these duties and responsibilities. The fact that some or all of these responsibilities may be seen as
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belonging to Management does not prevent the organization from assigning them to Super- visors even though the incumbents are currently in the bargaining unit.
The grievor, McTaggart, testified that at the time her
reaction to it was one of anger but she could not file a grie-
vance over a memo. Prior to the memo she had "just lived with"
the situation that the Stage One was just gone through. She felt
it was morally wrong however for bargaining unit employees to
have to reply for management at Stage One.
At this point it is important to refer to a number of
statutory provisions. "Employee" is defined in section l(f) of
the Crown Employees Collective Bargaining Act, R.S.O. 1980, c.
108:
l(f) a Crown' employee as defined in the Public Service Act but does not include
(iii) a person employed in a managerial or confidential capacity,
(1) "person employed in a managerial confidential capacity" means a person who,
(iii) spends a significant portion of his time in the supervision of employees,
(iv) is required by reason of his duties or responsibilities to deal formally on behalf of the employer with a grievance of an
employee,
(vi) is employed in a position confiden-
tial to any person described in subclause (i), (ii), (iii), (iv) or (~1,
(vii) is employed in a confidential capacity in matters relating to employee relations including a person employed in a clerical, stenographic or secretarial
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position in the Civil Service Commission or in a personnel office in a Ministry or agency of the Government of Ontario, or
(viii) is not otherwise described in
subclauses (i) to (vii) but who in the opinion of the Tribunal should not be included in a bargaining unit by reason of his duties and responsibilities to the
employer.
40 -(l) If, in the course of bargaining or during the period of operation of a collec- tive agreement, a. question arises as to
whether a person is an employee, the question may be referred to the Tribunal and its
decision thereon is final and binding for all purposes.
Mr. Hayes, counsel for the union, argued s. 1 1 (iv)
excludes from the bargaining unit persons who are required by
their duties or responsibilities to deal formally on behalf of
the employer with a grievance of an employee. Management
therefore cannot give management functions to bargaining unit
employees if he is not management in a bona fide way. He argued ---
that in this particular case, the supervisor in question is just
a conduit pipe. This bargaining unit employee is just a mes-
senger. Counsel cited a decision of X. Burkett Canada Post
Corporation and C.U.P.W. No. 1000-N-14 (June 16, 1987) in which
Arbitrator Burkett sustained a preliminary objection that the . .
grievance was not properly before the board of arbitration
because there was no second step grievance meeting. In fact in
.that case it appears that the union in light of the alleged
intransigent position of the Corporation was in essence boycot-
ting second step grievance meetings. Article 9.20 of the
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Collective Agreement speaks to "desirability of holding regular
grievance meetings with a view to resolving outstanding grie-
vances without delay". Grievance steps, Arbitrator Burkett point
out are not just to provide disclosure but to provide face-to-
face dialogue. He directed the parties to convene a second level
grievance hearing prior to the next day of arbitration.
Certainly the procedure adopted by the parties in the
Collective Agreement should not be ignored by the parties. Even
at the Stage One grievance level, although few actual settlements
may be achieved as the evidence here indicated, it should not be
considered futile. Clearly it should be properly utilized.
Evidence that one of the parties was systematically treating one
of the grievance stages as a farce would call for remedy. But
the evidence fell short of that. In the instant situation the
formal response given by management at Stage One - given the
large number of grievances involved - does not cause me
concern. Experienced persons in the labour relations field would
expect such large numbers of similar grievances to be decided at
a higher level of resolution than the first stage. If the person
handling the Stage One grievance had been outside the bargaining
unit, I would not have expected any different treatment of the
grievance. On this evidence, Icannot conclude that the delega-
tion to a bargaining unit employee of this function represents a
decision by management to treat the first stage of the grievance
procedure as a farce or a mere nuisance. If the evidence did
establish that one of the parties was systematically frustrating
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Article 27.3.1 of the Collective Agreement, this Board could
provide a remedy. What that remedy would be would depend on what
the precise evil or violation was as established by the evidence.
Whether that situation is created by the delegation of that
authority to a bargaining unit employee was not shown on this
evidence. The opinion of the grievor was that it was inconsis-
tent or morally wrong; but there was no evidence adduced through
the employee(s) (i.e. the bargaining unit supervisors) directly
concerned that would show that the effect of the delegation was
to frustrate the proper operation of the first stage. In the
absence of such evidence I cannot rule that the grievance
provision has been frustrated by the delegation to these super-
visors of Stage One grievance duties. It might be true but it
was not demonstrated on this evidence.
There also might be an actual violation of the Act,
specifically section 1 (1) (iv), on the theory that such duties
may not be given to bargaining unit employees; or alternatively
employees given such powers may cease to be bargaining unit
employees. But those issues would appear to fall more clearly
under the jurisdiction of the Ontario Public Service Labour
Relations Tribunal. I cannot find on $his material that such
events lead to a violation of Article 27.3.1 upon which union
counsel relied. Whether the representation rights of the union
or of employees are violated by the thrusting upon bargaining
unit employees of allegedly managerial functions is also an
intriguing issue. Again the Tribunal might be a more appropriate
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forum for that issue. As Vice-Chairman Kennedy stated in the
1985 decision there clearly is a dispute and no doubt in my mind
it will have to be resolved one way or the other. Unfortunately
it has not been placed before this Board in a form in which I can
give a final determination on the merits of the issue. As
presented, the grievance does not show a violation of the
Collective Agreement and of course as Vice-Chairman Kennedy
stated, this Board cannot specifically review management rights
under s. 18 except for those specifically provided for therein.
Counsel for the employer raised an issue of estoppel but in light
of the fact that the grievance fails on the merits, I need not
canvass that argument. The grievance is dismissed.
DATED AT TORONTO, Ontario this 4th day of July, , 1988.
XI& (j&&iii*;
THOMAS H. WILSON, Vice-Chairman
"1 dissent" (without written reason)
F. TAYLOR, Member
. O'TOOLE, Member
. .