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HomeMy WebLinkAbout1990-2409.Hansen et al.93-04-20 Decision1993 - OPSEU (Hansen et al) and Ministry of Community and Social Services, GSB#1990-2409, (Finley) ONTARIO CROWN EMPLOYEES GRIEVANCE SETTLEMENT BOARD EMPLOYES DE LA COURONNE DEL ONTARIO COMMISSION DE REGLEMENT DES GRIEFS 180 DUNDAS STREET WEST, SUITE 2100. TORONTO, ONTARIO. M5G 1Z8 180, RUE DUNDAS OUEST, BUREAU 2100, TORONTO (ONTARIO). M5G 1z8 (4 16) 326-1388 (4 16 326-1396 2409/90 IN THE MATTER OF AN ARBITRATION Under THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT Before THE GRIEVANCE SETTLEMENT BOARD BETWEEN BEFORE FOR THE GRIEVOR OPSEU (Hansen et al) -and -The Crown in Right of Ontario (Ministry of Community & Social Services) Grievor Employer H. Finley J.C. Laniel D. Montrose Vice-Chairperson Member Member C. Dassios Counsel Gowling, Strathy & Henderson Barristers & Solicitors FOR THE J. Smith RESPONDENT Counsel Legal Services Branch Ministry of Community & Social Services HEARING November 25, 1992 GSB 2409/90 D E C I S I O N The Grievor, Mr. Barry Hansen, is the sole Receiving and Shipping Clerk at the Rideau Regional Centre, an 850-bed facility f o r developmentally handicapped adults. He has been employed at the Centre for 11 years and has occupied his current position for the past 7 1/2 years. In May, 1990, he filed a grievance in which he grieved improper classification. He is currently classified as a Clerk 3, Supply (Atypical). Mr. Hansen is requesting to be properly classified by the Employer. The Union's preference is for a new classification for his position, f o l l o w i n g t h e " B e r r y d e c i s i o n or, alternatively, reclassification to Clerk 5 Supply, retroactive to 20 days prior to the filing of the grievance, with interest payable on the retroactive amounts. Since the filing of this grievance, the Employer has recognized that the Position Specification for Mr. Hansen's position which was set in 1985 (See Appendix A) and is still in effect, is out-dated, but believes that the recently developed Position Specification (See Appendix B) which has not yet been finalized, accurately reflects the duties and responsibilities of the Receiving and Shipping Clerk position as it currently stands. The Union takes the position that the Class Standards, of Clerk Supply (Appendix C), envisage "generalists" in the stockroom setting and that the Receiving and Shipping Clerk position being a "specialist" position, does not fit within any of the current definitions. The Employer sees the Receiving and Shipping Clerk position, as it is set out in either Position Specification, fitting best within the Clerk 3, Supply Class Definition, while, at the same time, acknowledging that the particular duties and responsibilities warrant the "atypical" designation. The Employer submits that the creation of a distinct class for a position occupied by a single individual, results in unnecessary proliferation of categories and expansion o f the classification system and submits that this would ultimately result in gridlock if such a practice became frequent. The parties agree that the Clerk Supply series, is the appropriate series for this position and further, that no other class within the series is a perfect fit for the Receiving and Shipping Clerk position. In order to convince the Board that a "Berry" type decision is appropriate, the Union must show that there is a substantial divergence between the core duties of the Receiving and Shipping Clerk position and those of the Clerk 3, Supply position and that this divergence is sufficiently marked that it cannot be encompassed by the "atypical designation. The Union claims that the Grievor performs the following tasks which are not included in the 1985 position specification: Special handling and checking of dangerous goods pursuant to WHMIS legislation. Maintains records for tracing items gone astray during shipping and maintains records of such incidents. Assists in tagging the forms for incoming movable assets. Maintains records of courier shipments. Verifies receiving reports. Assists in expediting the processing of overdue goods. The parties agree that, with the exception of (c) that the Grievor does fulfill these duties. However, although there was disagreement on (c), the Employer referring to "notifying" as opposed to "assisting". the Manager of Materiel Services acknowledged in her testimony that, particularly since the absence of the Assets Coordinator, the Grievor "does a lot here" and noted that this task involves computer entries. She concluded that items (a) to ( f ) are consistent with the Receiving 2 and Shipping Clerk's duties. The Board appreciates that the Employer has developed a more accurate Position Specification but, notes its only status at the time of the hearing was as a description of the purpose, requirements, duties and responsibilities of the Receiving and Shipping Clerk position at Rideau Regional Centre. The Board finds that the proposed Position Specification for the Receiving and Shipping Clerk at Rideau Regional Centre encompasses those items which the Union indicated were lacking in the current 1985 Position Specification and is an accurate description of that position as it now stands, with the amendment noted above. The evidence shows that Mr. Hansen works primarily in the receiving area, at the receiving dock, and at the propane/gas storage area. He may also, on occasion, travel to various areas of the Centre. The Centre consists of a single, large building, several cottages and a laundry building. The receiving area is located within the large building adjacent to the stationery and ward pharmacy stock areas, and is separated from these by the freezer, refrigerator units. Access to this overall area is controlled. The receiving dock is located opposite the receiving area and abuts the same hallway as the butcher and bake shops and the vegetable room. Further storage areas are located in the basement for maintenance, furnishings, clothing and provisions, and each is staffed by a single supply clerk. The gas/propane area is located at a safe distance from this building and is e nc 1 osed The Grievor, it is recognized, functions independently, consulting his supervisor when he deems it is necessary and checking with him or her prior to inputting into the computer system. All items coming into the Rideau Regional Centre, with the exception of personal orders of residents pass through the receiving and shipping area which is under Mr. Hansen's control. He receives and processes approximately $400,000 worth of goods per month, some of which are hazardous and others requiring special attention. These goods do not remain with him, but 3 rather pass through his control on their way to their holding place or destination. Mr. Hansen would be responsible for them only as they flow through the receiving area. He is responsible for verifying the correctness and condition of goods received and completing the necessary documentation. The exception is the gas/propane which he is responsible f o r during both the receiving and storing periods. The Union, in its submission, labelled the stockroom as "very large", while the Employer believes that, based on the number of beds in the Centre, it should be classified as "large. In the 1985 Position Specification reference is made to "specialized functional areas in a very large Stores". Although no evidence was offered with respect to the discrepancy between the "very large Stores" of 1985 and the "large stockroom of 1993, it is the current bed count which must determine the size accorded to the stockroom. Unfortunately, the preamble to the Class Standards does not offer specific guidance in this regard. However, the descriptions of Clerk 4,5,6 and 7, provide some guidelines as to the terminology as it relates to bed numbers and numbers of subordinates: SIZE OF STOCKROOM Very small Small specialized section of large stockroom Med i um specialized section of very large stockroom Large supervision of Very large BEDS SUBORDINATES 0 -100 101-499 500-999 1 2 2-4 3+ 5-9 4 I supervision of +1000 10+ Although the information is not complete, it is sufficient for the Board to make a finding that the operation in which the position of Receiving and Shipping Clerk at Rideau Regional Centre is s e t , with 850 beds and 5 subordinates ( 4 Clerk 4s and 1 Clerk 3) other than the Grievor, falls into the category of a "large" stockroom and the Board so finds. The 1985 Position Specification shows the Grievor's division of time as follows: 80% Rece ivi ng i nc lud i ng r equ i red arrangements, processing and documentation 10% Shipping including required arrangements, processing and documentation 10% Instructing and assisting resident help Relieving Supply Supervisor during absence The proposed Position Specification shows the time divided thus: 85% Receiving and Shipping including required arrangements, processing and WHMIS and other documentation 15% Instructing and assisting resident help to complete assigned tasks Maintaining receiving area in clean, safe and orderly condition Keeping a log of all gas usage figures and inputting same on computerized network Assisting in stockkeeping functions as required As assigned The Grievor testified that he would estimate that his time is divided out as follows: 80% Receiving 10% Shipping 10% Assisting resident helpers and Stockkeeping of gas and propane 5 There is only a slight discrepancy between the various estimates of time allotment and a reading of these shows that by far the greatest portion of his work, over 7 5 % , is devoted to the receiving duties and responsibilities. If one combines receiving and shipping, both duties which no other Clerks, Supply undertake, the percentage rises to between 85 and 90%. The stockkeeping function, that is the requisitioning, holding and dispensing of stock is minimal. Almost all of his time is spent moving and controlling incoming and outgoing stock. The preamble to the Clerk Supply Series states that if any employee specializes in only one of the many tasks involved in the operation of a stockroom, the position should be classified in another series more appropriate to the type of work. For example, positions concerned entirely with the clerical recording of transactions should be allocated to the Clerk General series. Positions in which purchasing is the main function should not be classified in this series. The evidence shows that in certain settings an employee in a stockroom may do some receiving and shipping as part of his or her overall duties and responsibilities in the stockroom. However, the Grievor's position which is 85% receiving and shipping, and is located in areas that are distinct from the areas in which stock is held, is a specialized function within the supply field. The levels of accountability and judgement are high, as the Receiving and Shipping Clerk at Rideau Regional Centre, is the only individual responsible for these functions and the individual occupying this position is solely responsible f o r the accurately documented and controlled flow of stock in and out of the Centre. The Board recognizes that this independence is ultimately subject to the supervision of a Clerk 7, Supply. While the preamble to the Class Standard states that the position of an employee who specializes in only one of the many tasks in the operation of the stockroom should be classified in another series, Receiving and Shipping are an integral parts of 6 the supply function and there is no other series which is more appropriate. Having established that the position of Receiving and Supply Clerk at Rideau Regional Centre should fall within the Clerk Supply it is necessary to determine which, if any, Class Definition provides the "best fit". The Board takes as its starting point that the Class Definitions of Clerk 1 and 2 and 6 and 7 are inappropriate. The Employer takes the position that Clerk 3, with the atypical designation, is the most appropriate. The Union is of: the opinion that a new Class Definition is most appropriate but that ... his core duties and responsibilities, as well as level of experience and accountability are more accurately described in the class standard for Clerk 5. The Class Definition for Clerk 3, Supply covers four categories of employees: A lone stockkeeper in a very small stockroom Employees supervised by a higher level Supply Clerk and in sole charge of subsidiary, specialized technical or trade stockrooms. Employees acting as group leaders, some of whom are in charge of functional units in large stockrooms, such as shipping or receiving. Employees who report to a step higher level supervisor and who spend 20%+ of their time carrying out purchasing responsibilities. Grievor's position does not take place in a very small stockroom, nor does he carry out the functions of a stockkeeper; theretore (a) does not apply. Though he is supervised by a higher level Supply Clerk (Clerk 7) he is not in charge of subsidiary specialized technical or trade stockrooms; therefore (b) does not apply. He does not act as a group leader since his involvement in assigning and checking work of residents, rehabilitation clients, placement students and volunteers he does not meet the criteria established for "group leader" in all the 7 positions, of assigning and checking the work of two or more subordinate personnel. He is in charge of a functional unit since he is the sole employee, although because of this, he is not in charge of other employee. This responsibility, along with the size o f the operation, determines the criterion for evaluation. The functional unit is in a large stockroom, as determined earlier. The setting is common to the situation in which the duties of the position in question are carried out. However, the focus of this category is the "group leader" and the Grievor does not fulfill any leadership role, other than periodically assigning and checking the work of those mentioned above, who are not considered employees, in the normal sense of the word. The final category is employees who spend 20% or more of their time in purchasing and the Grievor is not involved in purchasing, therefore ( d ) does not encompass his position. This Class Definition also refers to a number of duties: (a) elementary record keeping checking correct amount and type of goods are received maintaining security issuing stock checking stock levels. The Receiving and Shipping Clerk at Rideau Regional Centre does record keeping, although it cannot be said to be elementary; he checks that the correct amount and type of goods are received, maintains security generally in the receiving area and particularly with respect to a "return goods" area and the gas and propane. The only stock he issues is gas/propane and this is the only stock of which he checks the stock levels. (-10%). (b) requisitioning of supplies careful checking of incoming stock shipping stock against authorized requisitions seeing to the security of the stockroom repairing and/or adjusting mechanical equipment. Mr. Hansen does not requisition supplies, see to the security of a stockroom or repair or adjust mechanical equipment. He does, however, check of incoming stock carefully, ships stock 8 (returns and assets through the ministry) and sees to the security of the propane/gas area, the "return goods" area and the receiving area. ( c ) assigning and checking work of two o r more subordinate personnel. The Grievor does assign and check work, although not to, or of, subordinate employees. (d) Purchasing He does no purchasing. When the tasks that are mentioned in the 1985 Position Specification are related to the Class Definition, there are a number which do not fit into the Class Definition, and cannot be encompassed within the general terms of the Definition. They are the following: Unloading of goods from carrier vehicles Travelling t o various levels of the facility to supervise the receipt of bulk or special deliveries Recommending Shipping and Receiving procedural changes to Supply Supervisor; Assisting Purchasing Office with expediting procedure. Assisting Purchasing Office and Financial Services Section in resolving problem situations. Instructing and assisting resident help Relieving Supply Supervisor during absence. In the 1993 Position Specification proposal, there are a l s o duties and responsibilities which appear to be over and above the functions mentioned in the Class Definition of Clerk 3, Supply when one allows tor technological updating of Receiving and Shipping procedures: Unloading of goods from carrier vehicle ?'ravelling to various areas of the Centre to oversee the receipt of bulk or special deliveries. 9 Recommending shipping and receiving procedural changes to Manager Assisting Purchasing section and Financial Services section in resolving problem situations Notitying "assets" personnel of receipt of. item that requires tagging [During testimony it became clear that Mr. Hansen actually does inputting into the computer with respect to tagging and is "doing a lot here."] Ensuring all hazardous products are clearly and properly marked, along with Material Safety Data Sheets prior to leaving the Receiving area, in accordance with Workplace Hazardous Materials Information System regulations. Maintaining propane tanks for barbecues including contacting Transportation for filling, discarding old tanks, WHMIS labelling. Instructing and assisting resident help to complete assigned tasks. Keeping a log of all gas usage figures and inputting same on computerized network Assisting in stockkeeping functions, as required As assigned. Assisting Purchasing section with expediting procedure. The Class Definition for Clerk 4 SUpply covers four categories of employees: (a) A stockkeeper under general supervision having full responsibility tor a small stockroom where one full-time assistant may be required. b) Employees in charge of a specialized section of a large stockroom and supervising two or more subordinates. (c) Employees second in charge of a large stockroom without specialized areas ( d ) Supervisors of centralized stockkeeping operation in Ontario Hospitals with fewer than 100 beds. The Receiving Shipping Clerk position does not fall neatly into 10 any of these categories. The Definition a l s o refers to a number of duties: (a) Careful checking of incoming stock Shipping of stock against authorized requisitions Ensuring security of stockroom Deciding minimum maximum requirements Requisitioning of supplies Maintaining perpetual inventory Maintaining all necessary ledger records Preparing reports for supervisor. (b) Supervising two or more subordinates Maintaining stock records in specific area Completing reports for supervisors. (c) Continuing responsibility for efficiency of operations Assigning work Solving day-to-day problems Supervising stockroom in supervisor's absence. ( d ) Supervising a very small or small centralized stockroom. The Receiving and Shipping Clerk does undertake certain of these duties in the context of the Receiving and Shipping position: (a) Careful checking of incoming stock Shipping of stock against authorized requisitions Security of gas/propane stock (-10%) and receiving and shipping area. Requisitioning of gas/propane (-10%) Maintaining all necessary ledger records as they relate to receiving and shipping Preparing reports for supervisor. (b) Maintaining records Completing reports for supervisors. (c) Continuing responsibility for efficiency of operations Assigning work to non-employees Solving day-to-day problems (d) ... The same differences between the duties and responsibilities of the Class Definition f o r Clerk 3, Supply, and the 1985 Position Specification and the 1993 proposed Position Specification, exist with the Clerk 4, Supply Class Definition. 11 The Class Definition for Clerk 5, supply covers four categories of employees: (a) Employees under general supervision responsible for medium stockroom with 2-4 subordinates. (b) Employees in charge of specialized area of very large stockroom and supervision 3 or more subordinates. (c) Employees second in charge of very large stockroom without specialized areas. ( d ) Supervisors in charge of centralized stockkeeping operation in Ontario Hospitals with 100-499 beds. Once again the Receiving and Shipping Clerk position does not fit neatly into any of these categories. The Class Definition also refers to a number of duties. Careful checking of incoming stock Shipping of stock against authorized requisitions Ensuring neatness of stockroom Ensuring security of stockroom Deciding minimum and maximum requirements Requisitioning supplies Maintaining perpetual inventory Maintaining complete stock ledger records Preparing reports of operation for supervisor Supervising 3 or more subordinates Maintaining all stock records for area Completing reports for supervisors Supervising centralized stockkeeping operation in Ontario Hospital with 100 to 499 beds. Receiving and Shipping Clerk does the following of those which are mentioned above in the receiving and shipping context: (a) Careful checking of incoming stock Shipping of stock against authorized requisitions Ensuring neatness of receiving area Ensuring security of receiving area and gas/propane (-10%) Requisitioning gas propane (-10%) Maintaining complete stock ledger records as they relate to receiving and shipping. Preparing reports of operation for supervisor (b) Maintaining all stock records for area Completing reports for supervisors 1. 2 (c) (d) ... The same differences between the duties and responsibilities of the Class Definition for Clerk 3, Supply, and the 1985 Position Specification and the 1993 proposed Position Specification, exist with the Clerk 5 , Supply Class Definition. In reviewing the duties and responsibilities which are in the proposed Position Specification of the Receiving and Shipping Clerk at the Rideau Regional Centre one is struck by the wide range which they encompass. The Receiver Shipper in this position does everything from unloading goods and operating mechanical equipment to recommending relevant procedural changes to the Manager and problem solving with Purchasing and Finance. Although the person occupying this position is not responsible for stock in the same way that a stockkeeper is, he or she is responsible for processing, documenting and controlling the flow of all incoming and outgoing stock. The responsibility for inspection, direction and handling of stock, some of which requires special care and designation, demands organization, judgement, and efficiency. It also requires dealing with stockroom and other staff as well as carriers from outside. Since the stock control system is computerized, computer skills and understanding of software are necessary. A number of the skills required are analogous to those necessary for supervision, such as judgement and organization. But it is the sum total of the duties, responsibilities and accountability, together with the skills and experience required to carry out these duties competently, combined with the recognition that there has been an expansion of this position since the creation of the 1985 Position Specification both in duties performed, and skills required, which points to the appropriateness of a higher classification. 13 The Board has considered the above analysis and the submissions of: the parties and has arrived at the following conclusions: The position of Receiving and Shipping Clerk, being an integral part of the supply system, should be in the Clerk Supply series. This position, is an integral part of supply', but diverges from the class definitions due to its specialized and independent nature in this particular setting. The position does not, however, diverge so significantly that a separate class definition should be created. The duties and responsibilities have expanded c o n s i d e r a b l y s i n c e the 1985 p o s i t i o n specification. The proposed position specification (with the change referred to earlier) is an accurate reflection of the duties and responsibilities as they currently stand. The wide range of duties and responsibilities and the levels o f accountability and judgement, combined with the independent and pivotal nature of this position and the size of the operation, warrant a class definition which is higher than the Clerk 3, Supply to which it is currently assigned. After a weighing of all the factors, it the determination of this Board, that the position of Receiving and Shipping Clerk, at the Rideau Regional Centre, is best fitted to the Clerk 4, Supply Class Definition and should retain its atypical status. Therefore, the Board orders that the position of Receiving and Shipping Clerk at the Rideau Regional Centre be reclassified as a Clerk 4, Supply, (Atypical), retroactive to 20 days prior to the 14 filing of the grievance with interest payable on the retroactive amounts. The Board will remain seized of this matter t o determine any issue arising from the implementation of this decision. Dated at K i n g s t o n , Ontario this 20th day of April, 1993. Douglas C. Montrose, Member 15 Shipping Receiving Clerk 3 Supply 51202 I 17-5810-17 and Social Services ideau Regional Centre Plateriel Services Apply Supervisor division Oparations (Southeast Region) Smiths Falls section location Position directed directly INDlRlCTLY 1 ' NIL N i l N i l N i l purpose does this position exist state GOALS OBJECTIVES ETC To ensure the proper receipt of a l l purchased items delivered to the Centre and to ship a l l items requiring return to supplier for repair, substitution or credit. I ! I_----PMENT FEATURES ETC. of DUTIES r e s p o n s i b i l i t i e s PEHCtNTAGC OF SPENT ON EACH significant FUNCTION ?OX unloading of goods from carrier vehicles; Ensures proper receipt of a l l purchased items delivered to the Centre by: examining goods for shortages, damage, etc.; recording shortages or damage on Pro Bill and o b t a i n i a g carrier's ackowledging signature; opening, counting, inspecting and comparing goode to requirements and terms of Purchase Order; advising Supply Supervisor of discrepancies for. direction: presenting Receiving Report information for all goods reeeived for: typing, including comments section for items not in accordance Purchase Order; date stamping a l l goode received; travelling to various areas of the f a c i l i t y t o supervise the receipt of bulk or special d e l i v e r i e s ; recording q u a n t i t i e s a c t u a l l y received on p a r t i a l l y completed Purchase Orders and noting when complete; recording daily receipts of milk and bread in log and summarizing transactions weekly,,, for purpose of preparing Receiving Reports; recommending Shipping and Receiving procedural to Supply Supervisor; Assisting Purchasing Office with expediting procedure; a s s i s t i n g Purchasing Office and Financial Services Section in resolving problem situat ions. Ships a l l items from the Centre by: 10% supplying information for the preparation of receiving reports f o r a l l return shipment s maintaining "Return Goods" area for items pending return; determining most appropriate method of transportation for items t o be returned; advising Transportalton Department of items requiring delivery. (OVER) b y ~ : ~A:T, :; KNOWLEDGE R E Q U I R E D TO p e r f o r m THE WORKS TATE EDUCATION training experience demonstrated c l e r i c a l experience preferably in materiel services, a b i l i t y t o follow policies and procedures and maintain records. Good physical condition. __ __ class Clerk 3, Supply (Atypical) Employee is in sole charge of receiving and shipping areas (specialized functional a n d examining a l l goods received, completing detailed documentation connected with areas in a very large Stores). Duties ential continuing responsibility for receiving receipt and return of goods, and shipping a l l items as appropriate. i DATE type J o h n Regan signat APPENDIX A . . . . For CSC use only Ontario date received Previous serial number when complete; advising Senior Supply Officier of discrepancies on inventory receipts for direction; creating receiving control documentation noting receipt directly on computerized network, utilizing the Health Care System"(HCS) software program: rinting Delivery Report from receipt information, collating acking slips, waybills, Invoices (all pertinent information) to each Delivery Report, for matching with product for delivery to appropriate areas In order to obtain receipt signatures: notin all discrepancies on Delivery Report to ensure ap ropriate official is advised, i.e. Senior Supply Officer, end user, of the discrepancy for further directlon; inputing all Deliver Re ort information using HCS" software program, in order t o Interface with general ledger s stem: pre aring manual Receivtng reports on items that must be returned for credit. replacement, indicating problem and action required; modifying and deleting of posting and Delivery Reports as required in order to adjust discrepancies in the Materiels Mana ement S stem; ensuring that all signed-off Delivery reports are osted by each month end, and supplying Manager, Materiel Services, with a list of all pending Delivery Reports still in the system; date stamping all goods received: travelling to various areas of the Centre to oversee the receipt of bulk or special 3. Duties and related tasks (what is employer required to do. how and why? lndicate percentage time spent on each duty) Ensures r o er recei t of all urchased items. as well as, shipments from the Centre by: d n i a & r ~ ~ & ~ ~ e ~ i c ~ e s ; examining goo s for shortages, damage, etc.; recording shortages or damage on Pro Bill and obtaining carrler's acknowledging opening, counting, inspecting and comparing goods to requirements and terms of purchase ' order: 85% recording quantities actually received on partially completed purchase orders and noting signature; .dW' 6w ----rc) ?4% -ri) T i \ .> -deliveries; recommending shipping and receiving procedural changes to Manager: assisting Purchasing section with expediting procedure; (continued over) 4. Skills and knowledge required to perform 'ob at full working IfiVel. (Indicate mend tor credo MIS or licences. if applicable Thorough knowledge of mekhods/procedures related to shipping and receivinglvin of goods: demonstrated responsible clerical experience in materiel control: ability to follow specific oral or written instructions and maintain accurate clerical records; food organizational. interpersonal. problem-solving and communication skills. knowledge of an ability to utilize software programs on Digital VT320 Terminals, i . e . Health Care System All-In-One. date Ministry Ofl~clal C o e t . H i r r u -e w 1 Dav Month Year 1 Day month Year 5. Signature Immediate Supervisor COMMUNITY & SOCIAL SERVICES MATERIEL SERVICES BraRnIchD aEndA Ue RtEi GIONAL CENTRE ORERATIONS SOUTHEAST REGION Location Geog Loc Code SMITHS PALLS, ONTARIO 35601 Type Supervisor's name T y p e Official's name and title No. of places Provides group leadership IO: NO. 01 positions 1 No. of places Immediate Supervisor's title Supervisor's position code I I I have classified this position in accordance with the Civil Service Commission Classification Standards lor the following reason. 1 A. N/A N/A 1 MANAGER, MATERIEL SERVICES 17-5817-01 *. C. 6. Class allocation Class title signature 01 authorized evaluator Date Type evaluator's name Day Month (Rev %@'M) Ellective date Day Month Year Class code Occupational group number .---Instructions for completing form CSC-6150 Use lh1s form as lndicaled below for all positions excepl lhose covered by Ihe Executive Compensalion Plan, Managemenl Compensation Plan or Ollice Admlnislralipn Group Classified Full and Part-the posltlons: Form IO be completed In 11s entirety except for Ihe Funclional Code box in Section 1 Unclasslfled Seasonal POShiOnS (Group 3): Complete Seclions 1 and 6 except for the Functional Coda box in Seclion 1, ana lhe evalua. lion rationale In Section 6. All other positions: Completion of lhis lorm in full or as se1 OUI above lor Unclessilied Seasonal Posilions. Is oplional :% Instructions for coding Poslllon Identiller Classified Posilions Full.lime Pan-time Unclassified Posilions Code (as applicable) 1 2 Group 3 a) Seasonal work period 8 conseculive b) Seasonal work period 4 ConSeCUlive weeks or more bul less lhan 4 monlhs monlhs or more bul less lhan 12 monlhs 3 4 Group 2 5 Group 1 Other Crown 6 7 lnstructlons for coding Sch. Hrs. Work Complete (his box lor R.P.T. Positions only. Include porllons of hours Io 2 declmal places. NOTE: The average of the aclual hours worked (less ovarllme) over 4 consecutive weeks by R.P.T. employees arslgned lo a position musl coincide wllh Ihe Scheduled Hours 01 Work ldenlilied for lhal posltion. Any change lo the Scheduled Hours 01 Work will require (he esleblishmenl and documentalion 01 a separale poslllon. Instructions for codi-ng_ Se asonal Work Perlod See a o n a and lhelr conseculive order. Feb. Aug. Nov. Build code as lollows: Single season, Le.. Spring Examples 1. Indicale season. wmiw I 1 summer I I 2. Insert applic. code in left hand box. Mulliple seasons. !.e.. Summer, Fall, Winler 1. Indicale seasons. 2 lnserl code 01 slarl 3 Follow with codes 01 season in len hand box subsequenl conseculive seasons NOTE. Mulllple seasons musl be conseculive lo qualify as one posi11on -assisting Purchasing section and Financial Services section in resolving problem -suoolvinrr information for the preparation of return Receiving Reports for all return situations: (<\61-',notifying "assets" personnel of receipt of item that requires tagging: shibm6ntg: ,-si) ''lkl>) .! :I 1 -determining most appr0pri:t.e method of transportation for items to be returned: --advising Transportat on department of items requaring deiivery: maintainin a filing system of a11 pertinent information with regard to receipt or -shipment of item: ensurin all hazardous products are clearly and properly marked, along with Material Safety tata Sheets prior to leaving the Receiving area, in accordance with Workplace Hazardous Materials 1nform;ttion System regulations; -maintaining propane tanks for barbecues including contacting Transportation for filling, discarding old tanks, WHMIS labelling. (fhJ -maintaining return foods area for items pendin ret.urn* 2. Performs other related duties such as: 15% -keepin -ins ruc e l p t o complete assigned tasks: -maiktaik'in Receiving area inia cle:n, safe, and orderly condition: -assistyng in stockkeeping functions, as required; -as assigned. ng ZiiT?iEsTing r& dent a fog of all gas usage figures and inputing same on computerized network: (SKILLS b KNOWLEDGE REQUIRED TO PERFORM .TOR AT FULL WORKING LEVEI. -continued) good knowledge of Workplace Hazardous Materials Information System (WIIMIS) regulatlons: ahility to exercise physical effort in the performance of various mnnual tasks or in the oneration of mechanical equipment such as pallet truck, bomber truck: demonstrated initiative, tact and good judeemcnt. EXHIBIT "A" 51 2 00-1 4 PEAXBLE CLERK SUPPLY SERIES These c l a s s e s cover the p s i t i o n s of employees who perform a variety of c 1 c r i c a I , manual, administrative repair or purchasing functions t h a t are common to stockkecpj ng operations i n the Provincial Government Service. If any emF1oyt.e s p e c i a l i z e s i n only one of the many tasks involved i n the operation of a stockroom, t h e position should be c l a s s i f i e d i n another series more a p p r o p r i a t e t o the type of work. w i t h t h e c l e r i c a l recording of transactions should be allocated t o the Clerk, General s e r i e s . nat be c l a s s i f i e d i n t h i s s e r i e s . For example, positions concerned e n t i r e l y Positions i n which purchasing is t h e main function should ? l o ? -f a c t o r s , such as the maintenance of the necessary ledger or other -ecords, inventory control, establishment of minimum -maximum requirements t h a t the s i z e of the stockkeeping function v a r i e s . Thus,. the overridin& c r i t e r i o n i n making a l l o c a t i o n s i n t h i s series is t h e s i z e , as defined W -, t c . , are conuion to a l l stockrooms and vary s i g n i f i c a n t l y only t o the extent v thiG$re%?ib%e, of the stockkeeping function r a t h e r th3n any v a r i a t i o n i n p h e c l%FfF%?or adiiiinistrative 'Tunc t i o n s ass",iat eh wi tb.11. -..i= -Super\visory positions covered by the c l a s s e s Clerk 3 to Clerk 6, Supply w i l l be assigned t o one c l a s s higher i n the s e r i e s i f purchasing, as defined below, is one of the functions requiring a minimum of 20% of the working time. DEFISITICS : Size of Operation: Because of the tremendous v a r i a t i o n i n . the nature and organization of stcckeepinq functions between departments, the number-of s t a f f m -e q u i r d f o r the operation of a p a r t i c u l a r u n i t is the only p r a c t i c a l basis of comparison f o r c l a s s i f i c a t i o n purposes, i n a l l departments except Health and Reform i s t i t u t i o n s . I n the l a t t e r departments, p a t i e n t s or inmates are 0ften.m ..&mployed i n stockkeepins operations. .. Consequently i n Ontario Hospitals, the s i z e , i n terms of bed capacity, is the c r i t e r i a used.'bThe s i z e alone of a Reform I n y t i t u t i o n ignores the possible existence of i n d u s t r i e s , which comFlicatc tlic stockkeepins function, t h e r e f o r e the value of annual s t o c k , t w n o v e r is nsed as a basis of comparison f o r t h e determination of l e v e l . -St&I;rooms having l e s s t h a n 100 d i f f e r e n t tvpes of stock a r e , f o r the FllrpOSt' cf this class s e r i e s , considered t o be equivalent t o s p e c i f i c S F K i a J izcd sections of larger stockrooms, and the positions w i l l bc s1assif'ie.l accordingly. (ovcr) Each type o f Stock normally requires a separate bin card and c o n s i s t s of ;I n ~ r i i b e r of i d e n t i c a l items. 3t ,.b:kI-oolll: An area s p e c i f i c a l l y designated f o r t h e r e c e i p t , secure storage and i s s u e of e q u i p e n t and/or supplies and which r e q u i r e s t h e full-time attendance of one or more employees. Cabinets, c l o s e t s or cupboard lock-ups used for t h e storing of ma11 q u a i i t i t i e s of materials are excluded. SU RS 3 1) I XRY S T (XK R@@Y : -1 stockroom whichis physically separated (remotely or by p a r t i t i o n o r as il stxiire compound) from the other supply areas and which, although operated as an c l j t i t y . forms part of a larger u n i t of supply organization. Sp e c i a l i :ed Se c t i o n : X component u n i t of a l a r g e stockroom having a specialized funct.ion e.g. plumbing s u p p l i e s , c l o t h i n g , l i n e n s , o f f i c e supplies,<t?-, w%.ch-may or may not be ph?-sically separated o r p r t i t i o n e d from t h e main supply area. Apart from the exceptions mentioned above, t h e sizes of stockkeeping operations are defined as follows: Small Stockroon: -This is a small stockroom operate3 by one employee or by one employee and an a s s i s t a n t . ?le;liuni Stxkroom -This is a stocliroom which requires a supervisor and two to four subordinatcs. Larce Stockroom -.I\ stockroom which requires a supervisor and f i v e to nine -subordinates. Very Larze Stockroom -A stockroom which requires a supervisor and a mininium of t e n subordinates. I’,\sit i c n x >riper\-iscd include only those f i l l e d by tempora? or permanent C i v i I .’>Crvantj or t)). continuously employed public servants who report to the Supc‘i’visor f c r d i s c 1 r l i n t . , \icrk assignment and administrative c o n t r o l . This iiic 1 ii.1c.s a! ! .-: J:.!. Y : : y y l y , c! erl.. g e n e r a l , machine operating, c l e r k messenger d i d J r i \ . c r pa51 t i o n> ~ a r i c c r n t . ~i in t h e overall o p e r a t i o n of the d u t i e s assi,qned t \ r tllc 5 tockr-ooir: >iipr\-ispr, -3-51 200-14 So c r e d i t for supervision will be given f o r non-continuous help, or for employees t e m p r a r i l y on loan from other organizations. Neither is credit ~ i v c r i f o r cmpl oyecs who report to the super\is;or purely f o r admitustratjve L-,wivtwicrjce, when these employees are not involved i n the operation of the 4tockroom or any of the a u x i l i a r y d u t i e s assigned t o it. I'iircliasine: In respect to stockroom o p e r a t i o n s i n v o l v e s locating suppliers, interviewing salesmen, evaluating prices submitted by tender, deciding on the of__purchase_orders t o a superior f o r signature. t h e purchslng function unless the supervisor is held responsiblGwfor the a r t i c 1 es -p.u ,/r -c I rhl ,aI sed and the quotation prices -accepted. requis3tioning of 'sta6dara"it ems--or--the ordering of standard items from aisigned sources is excluded from purchasing under this definition. -'to purchase and the a c t u a l placing of purchase orders or the submission No c r e_d_i_t-,.c. a-n be given f o r 7 &<**,< *3*,.----. -The automatic CLERK 1, SUPPLY C W S DEFISITIOS: This c l a s s covers t r a i n e e p o s i t i o n s of inexperienced employees l e a r n i n g stockroom routines and the clerical procedures f o r recording aiid controlling incoixing and outgoing s t o c k . Under close supervision they check incoming shipments against weigh S i l l s f o r shortages and damage i n transit; check q u a n t i t i e s against packing s l i p s and pdrchase orders, a i d t r a n s p o r t incoming itcns Eo shelves or bins. Tiey gather articles from stock t o f i l l r e q u i s i t i o n s or work orders and assist in preparing these for shipment. loan and be responsible f o r the maintenance of the loan ledger. They may lcad and unload vehicles, move equipment and maintain the stockroom i n a clean and t i d y coadition. They may i s s u e equipment on This is a l s o a terminal c l a s s for p o s i t i o n s in which the d u t i e s are confined to simple manual tasks such as c o l l e c t i n g or moving stock, packing shipments and keeping the steckroom clean and tidy. QUALIFICYKIOYS : 1. Grade 10 or equivalent i n academic t r a i n i n g aid p r a c t i c a l experience with a good working knowledge of a r i t h m e t i c and preferably SOIW experience in j u n i o r c l e r i c a l or f i l i n g work. 2. A b i l i t y t o understand and c a r r y out simple work 5ns’;ructions; good physical cmiiition; a b i l i t y t o l e a r n routine c l e r i c a l t a s k s ; personal s u i t a b i l i t y . June 1954 .--I . . . . . . _ I I ~ ~ --.----..I-..._.._.._-....I_ " I. -51202 CLFJli 2, SUPPLY CUSS DEFINITIO?! : -This c l a s s covers t h e p o s i t i o n s of employees performing a v a r i e t y of r o u t i n e manual and c l e r i c a l duties i n stockrooms. Under general supervision, they c a r r y out a number of the various t a s k s c o n n e c t e d with the receivingy s t o r a q handlingand d i s t r i b u t i o f l o f a wide v a r i e t y of equipment and s u p p l i e s . They ch&cl$incoming shipments against. weigh b B l s f o r s h o r t a g a a n d damage him transit; c eck q u a n t i t i S against packing s l i p s and purchase orders; contacs u p p l i e r s rkgarding short shipments, delays-,.. back-orders etc;=placeP4tems omshelves OF bins j-ad j u s t i n q bin c a d s to keep perpetual inventorp. They a l s o maintain s t o c k l e d g e r s or cards showing t h e r e c e i p t and issue of\aMa r t i c l e s i n c l u d i n g t h e value of items on hand.3 They assemble orders foI.9 authori zed;requis it i o n q tag-andr-addres s~ shipments ; contact-thesonveyorand complete necessary records f o r the t r a n s a c t i o n . This is a.termina1 c l a s s for employees who perform i n a supply area, simple c l e r i c a l d u t i e s in conjunction with tasks requiring the f r e q u e n t a p p l i -c a t i o n of considerable physical e f f o r t or the operation of mechanical equipment. Q U ALX FI CA T I O S : 1. Grade 10 or equivalent i n academic t r a i n i n g and p r a c t i c a l experience with a good working knowledge. 2. A ininimum of two years' stockroom o r r e l a t e d experience. 3. A b i l i t y to follow simple, s p e c i f i c , oral or w r i t t e n i n s t r u c t i o n s ; a b i l i t y t o maintain c l e r i c a l records; good p h y s i c a l c o n d i t i o n ; personal s u i t a b i l i t y . iuRK . 3 , SLPPLY T h i s clabs r'cvcrs tlic positions of' employees who aloneprnaintain il very-. .. sriia1.1 .stockroUrn \,.liere tiic record kecpjng f'unction is elementary. They arc rc spans ible f o r checki'TY!! t h a t the c o r r e c t amount and..type..-of.-g oodsaare..-.rece;ivcllj .)ai-ti ta.iningv sccuri t.v i s s u i n z -; s t o c k -. t o authorized personsend checking stock 1 C V Z IF. This c l a s s a l s o covers the p o s i t i o n s of employees who, under the general siupcn-ision of a h i $ ~ e r level supply clerk a r c i n . s o l e charge of s u b s i d i a p -spi'ci ali zed tcchnicaYor trade stockrsomse They r e q u i s i t i o n supplies; ensure tlic c a r e f u l checking of incoming stock; the shipment of stock against authorized r c q i i i s i t i o n s and the s e c u r i t y -of the stockroom. The r e s p o n s i b i l i t y for these bt,vkroorns is a full t.ime occupation often including the r e p a i r and adjustment 01. t e c h n i c a l equipment. This c l a s s a l s o covers the p o s i t i o n s of employees acting as group leadops. Samc of these are in charge of -.functional u n i t s . i n large-stockrooms, sdth as shipping: or receiving. e In a l l p o s i t i o n s they assign and check the work of t\io or more subordinate personnel. This class a l s o covers the p o s i t i o n s of cinployccs who spend a t l c a s t 20.4; 0;' t h s i r . \ i o r k i n y t i m e i n purchasing as defined i n the preamhlc. of t h i s scrlcb and \;ha r c p r t t a rf supervisor whose position has been upgraded by one lcvcl bccausc of-purchasing r e s p o n s i b i l i t i e s . 1. Grade L O ar an acczptdble equivalent combination of academic training and esperience. -2 . -1 ;iiininiu;n of three ?cars* stockroom or r e l a t e d experience. 3 . . \ b i l i t j . t o f o l l x s p e c i f i c w r i t t e n and oral i n s t r u c t i o n s ; a good kno\\*lt.dGe ,'I' the t?-pe cf stack involved; a b i l i t y t o maintain records; good physical c c n ~t~i cii i ; s u p c n i s o r y a b i l i t y ; p e r s o n a l s u i t a b i l i t y . ---I . .. . . . ..^_.__I--CLERK 4. SL'PPLY -<L \.>> PEFISITI2X: clas s cevei5 the F\-'sitioiis af ernplayees i,hs, un-.d..e -r g e n e r a l s u p e r v i s i o n ? !ia-:e f u l l ' r e s F o n s i b i l i t ? -t -5 ~t h e c r e r a t i o r ! cf a small stockrocm diere t h e 1;;ork 1 J~L-Wn ay r equi r e me t'ull-timc a s s i s t d n t . i n c c n i n ~ s t o c k ; the shipment ofsstock a g a i n s t authoriEed r e q -d s i t i e n s , and the s e : u r i ~ +a f &e stxkrcc7il. supplies y kee2 a perpetual' 'irn-entorw; maintain a l l necessary ledger records an& rre.rax-2 reports of the @peration fer t!ie sur-is,?r. . They ensure t h e c a r e f u l checkingvf They decide riinimum maxinun-requirement&; req-esJtic% This class also co\-efs che p s i t i e n s of empiel-res i n charge of a s p e c i f i c s y z c i a l i z e d s e c t i m of a larse stockrocn, ifiyol.;ing supervision of ai3 or more bu3criinZtes; &e ixainzmance of a l l stock r c i c r d s i n t b e i r &rea and the ccmple+,ien ~ 7 rf e r o r t s f a r Che i r s uFe n -i s o r J . large~:stackrocm whzre the o r g a n i i z c i o n is not Srcken &n-n i n t a recognized units as above. ' To qualify f o r t k l s c l a s s i f i c a t i a n p o s i t i z n s must havc centinuaus r e s p o n s i b i l i c -for the e f f i c i e n c y of che operations, work a s s i p n i e n t s md s o l u t i o n cf day t o day probiens and n o d d assume supen-isoq charge cf the stockroom during :he suFcrx-isJrs absence. This c l a s s cz'rsrs t!ie p o s i t i m s of s u p e r v i s s r s i n refam. institutims in charge ci c e n t r a l i z e d stsckkeeping o F e r a t i a n s w i t h an annual srack curfi-wer value of lcss rhzn j 1 3 , C N . This clas s a l s o cex-'~j-sp o r i t i c t i s of enplcyees ~ v h car e-second in' cha rge of@This c l a s s alsc i c v e r s the p o s i t i o n s of super\-isors i n charge of a cenrrali=ed stackkzeping cperaticn i n QntariG H o s p i t a l s with fe\ier than one hundred beds. i. 2 . -4 ~z::irx.2:' ~ f Jur y e a r s ' e s 2 e r i e n c e i n s t e skr c cm wrk. Grade IC\ cr an aezzctab2.e equivalent. of academic t r a i n i n g arid experience. . . 3 . A b i l i t y t c ~z a i n t a l n ressrds and f o l i aw s p e c i f i c i;ritc,en and o r a l i n s t r u i t i c n s ; a gcod hxc\;ledge of the type of stock involvrd; zocd physical ccniiiticn ; superviscq-a b i l i t y ; Ferscnal suitability. 51208 C-LF-RK 5 , SUPPLY -CLASS DEFISITIOS: T h i s c l a s s covers the p o s i t i o n s of employees who, tinder general supervision, art. responsible for t h e o p e r a t i o n of' a medium stockrooni with 2 -4 subordinates. They ensure the c a r e f u l checking of inconuns stock, the shipment of stock against authorized r e q u i s i t i o n s and the neatness and s e c u r i t y of the stockroom. r e q u i r e r e n t s : requisition s u p p l i e s ; maintain a perpetual inventory and complete stock ledger records; prepare r e p o r t s of the operation f o r the supervi sar . They decide minimum, maximum T h i s ' c l a s s a l s o covers the p o s i t i o n s of employees i n charge of a s p e c i f i c specialized section of a v e v l a r g e stockroom involving supervision of three or more subordinates; the maintenance of all stock records i n t h e i r area and t h e completion of r e p o r t s for t h e i r supervisors. This class a l s o covers the position of the second i n charge of very l a r g e stockrooms when the organization is not broken down i n t o recognized u n i t s as above. f o r t h e e f f i c i e p c y of the operations, work assignments and the solving of day t o day problems. These employees have continuous r e s p o n s i b i l i t y ' Th i s c l a s s alss C ~ Y C Y St he ;csitianscf supen-i s c r s i n charge of a c e n t r a l i z e d stockkeeping operation i n Ontario Hospitals with over one-' hundred but fewer than five hundred beds. !J This c l a s s covers the p o s i t i o n s of supervisors i n reform i n s t i t u t i o n s i n charge of centralized stockkeeping operations with an annual stock turnover value af more than $150,000 but less than $300,000. QUAL I F I CAT I PY S : 1. Grade 1L7 education or acceptable equivalent of academic t r a i n i n g a d e q -~C Z~C Ci. 2. A rinirnuni of f i v e years7 experience i n stockroom operations, prel'erably w i t h supervisory experience. 3 . Supervisory a b i l i t y ; a b i l i t y t o i n i t i a t e or maintain a l l needed stockroom records; soad physical condition; personal s u i t a b i l i t y . 51210 CLERK 6 , SUPPLY CL4SS BEFISITTCIS : This c l a s s covers the positions of employees who, under general supervision, are responsible f o r the operation of a large stockroom,. w i t h * f i v c t o nine subordinates;= They ensure the c a r e f u l checking of incoming stock, the shipment of stock against authorized r e q u i s i t i o n s a perpetual inof the supervision of the departmental p r i n t i n g and mail and messenger services. This c l a s s a l s o covers the p o s i t i o n s of supervisors UI charge of a c e n t r a l i z e d stockkeeping operation in Ontario Hospitals of over five hundred;bed.capacity+. -This c l a s s covers the positions of supervisors i n r e f o n i n s t i t u -t i o n s i n charge of centralized stockkeeping operations with an annual stock turnover value of more than $300,000 and less than ~900,000~-QO.4LIFICXTI@?S : 1. Grade 10 education or an acceptable equivalent of t r a i n i n g and experience. 2. A minimum of s i x years' stockkeeping experience or technical experience i n the area of supplies handled,' including supervisory r e s p o n s i b i l i t y . 3 . Supervisom a b i l i t y ; a b i l i t y t o i n i t i a t e or maintain needed stockroom records ; good physical condition; persanal s u i t a b i l i t y . Revised, October 1064 . s i , . . . \.-: -. . -. ! c CLASS STANDARD: CLERK 7, SUPPLY (BARGAINING UNIT) . 51211 This class covers the positions of employees who, under general supervision, are responsible for the operations of very--large stockrooms with a minis mum. 6f-.ten subordinates. *They ensure the careful checking of incoming stock, the shipment of stock against authorized requisitions and the neatness and security of the stockroom. tion supplies; maintain 2 p r p e t u d . lovencory, complete stock ledger records and prepare reports of the operation. supervision of the m i n i s t e r i a l printing and messenger services-They decide minimum/maximum requirements ; requisz-Their r e s p o n s i b i l i t i e s often include /--,-.-This class a p p l i e s t o the p o s i t i o n s of supervi sor s in charge of a cent r a l i z e d stockkeeping operation in OntariocHaspitals of ovez 1,000-bed capacity G This class covers the positions of supervisors in reform i n s t i t u t i o n s in charge of c e n t r a l i z e d stockkeeping o p e r a t i o n s wi th an annual s tock turnover . -value in excess of $900,000 (1964). . QUALIFICATIONS: r'. 1 1. Grade 10 education. records, plus supervisory experience. A thorough knowledge of stockkeeping methods and -. ,--2. A minimum of seven years of stockkeeping work, including at least one year in a supervisory stockkeeping position. Proven supervisory abildty; a b i l i t y to initiate or maintain complete stockroom records; a b i l i t y to prepare reports ; personal s u i t a b i l i t y . 3. i