HomeMy WebLinkAbout1997-0498.Union.98-02-16EMPLOY& DE LA CCURONNE
DE L’ONTARK)
COMMISSION DE
SETTLEMENT REGLEMENT
DES GRIEFS
180 DUNDAS STREET WEST; SUIJEBOO, TORONTO ON M5G fZ8
180. RUE DUNDAS OUES7; BUREAU 600, TORONTO (ON) M5G IZB
TELEPHONE/ltiL~PHONE : (416) 326-1388
FAC.SIMILE/TiL~COPIE : (416) 326-1396
GSB # 0498/97, 0768/97
OPSEU# 97UO73, 97UO64
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
TRE GRIEVANCE SETTLEMENT BOARD
BETWEEN
OPSEU(Union Grievance)
Grievors
- and -
The Crown in Right of Ontario
(Management Board Secretariat/ Ministry of Transportation) Employer
BEFORE: R.J. ROBERTS Vice-Chair
FOR THE UNION: Mr. Gavin Leeb
Grievance Officer
Ontario Public Service Employees Union
FOR THE EMPLOYER:
HEARING:
Mr. Len Marvy
Counsel
Legal Services Branch
Management Board Secretariat
August 12, 1997
August 13,'1997
October 27, 1997
October 28, 1997
SUPPLEMENTAL WRITTEN
SUBMISSIONS: November 7, 1997
December 2, 1997
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AWARD
I. Introduction:
This case raises the question whether the employer breached its “reasonable efforts”
obligation under article l(a) of Appendix 9 of the collective agreement when it chose to shift its
roadway maintenance operations to the private sector using Managed Outsourcing (MO’s) and
Form .4 Contracts. The union submitted that there was a breach because the employer did not
give any weight to this obligation. The employer submitted that there wasn’t a breach because
its “reasonable effort<’ obligation under Appendix A did not commence until after the choice
was made.
For reasons which follow, I conclude that the employer’s “reasonable efforts” obligation
commences as soon as the decision to divest is made, and as a result ) must be given significant
weight in the choice by the employer of its means of divestment. The grievances are allowed to
the extent indicated in the Conclusion of this Award because the employer failed to do this when
it chose M07s and Form A contracts as its means of div-cstment.
II. Factual Background:
On March 3 1, 1996, a number of changes to the terms of the collective agreement came
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into effect. One of these changes was Appendix 9, which read, in pertinent part, as follows:
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The Government is aware that its restructuring initiatives over the next two fiscal
years (1996197, 1997/98) could have a significant effect on employees, some of
whom have served for a lengthy period. Accordingly, commencing with the
ratification of the collective agreement and ending on December 3 1, 1998, the
Employer undertakes the following:
1. (a) The Employer will make reasonable efforts to ensure that, where there
is a disposition or any other transfer of bargaining unit functions or jobs to the
private or broader public sectors, employees in the bargaining unit are offered
positions with the new employer on terms and conditions that are as close as
possible to the then existing terms and conditions of employment of the
employees in the bargaining unit . . . .
This has become known as the “reasonable efforts” obligation of the employer. Where a
bargaining unit function or job is shifted to the private or broader public sectors, the employer
must make reasonable efforts to ensure that (1) affected bargaining unit employees are offered
positions with the new employer; and, (2) the terms and conditions of employment offered to
them are as close as possible to their existing terms and conditions of employment.
By the time Appendix 9 came into effect, the employer herein, the Ministry of
Transportation, had already decided that within the next three years it would shift to the private
sector all of its roadway maintenance work. This required the transfer to the private sector of a
sizeable amount of the work of its bargaining unit employees. According to the evidence, at the
time of this decision, bargaining unit employees in the Northwestern Region of the employer
performed 50% of its summer maintenance operations and 30-40% of its winter operations
The maintenance work embraced a number of diverse functions. In the spring and early
summer, it included shoulder grading, pothole filling, pavement marking, and bridge washing.
3
As the summer progressed, the focus shifted to pavement repair, guardrail maintenance and sign
maintenance In the winter, sanding, salting and snowplowing came to the fore. Year-round
functions included electrical maintenance, highway patrolling, emergency response, and
supervising the quality of work of outside contractors. Needless to say, the short-term or seasonal
nature of many of these functions required most full-time maintenance employees to switch from
performing one job to another as the months passed.
The Ministry struck a committee called the Models Group to decide which delivery
models it would adopt for shifting roadway maintenance work to the private sector. One of the
representatives on this committee was Mr. Clarke McKercher, the Regional Operations Engineer
for the Northwestern Region of the employer. He testified that the Models Group investigated the
feasibility of alternative models for the outsourcing of the employer’s maintenance activities.
Another group, called the Contracts Group, prepared the generic tender packages for the
alternatives that the Models Group finally selected.
According to Mr. McKercher, the Models Group ultimately selected two privatization
models for shifting the roadway maintenance work to the private sector: Area Maintenance
Contracts (AMC’s) and Managed Outsourcing (MO’s). In an AMC, the employer would contract
out to a general contractor all of its summer and winter maintenance work for 300 to 500-
kilometre stretches of highway. The contracts would extend over three (3) to five (5) year
periods.
4
In an MO, the employer would act as its own general contractor. Its District Offices
would tender out to subcontractors small contracts for short-term work, like snowplowing or
pothole filling. Ministry staff at the patrol sites in each District would continue to patrol the
highways to provide quality control supervision to the subcontractors. The subcontracts would
not be multi-year contracts like AMC’s. Many would only last for a few weeks. None would
provide continuous work for more than one year.
It seems that an MO was something like a longer Form A contract, which was well-
known to the employer’s management. Mr. McKercher explained that the employer used Form A
contracts in an administrative procedure for dealing with very short-term work that was difficult
to pre-identify, such as repair to a culvert that unexpectedly collapsed. When this happened, the
employer would tender out a Form A contract for the short-term work involved in making the
necessary repair.
Upon cross-examination, Mr. McKercher agreed that the choice of these two privatization
models was driven by a single objective: to get the work privatized in a way that would
maximize cost savings to the employer. He said that the “reasonable efforts” obligation of the
employer was discussed in the Models Group, but this did not drive the choice that was made.
As to requests for proposals for AMC’s, it was decided by the Models Group that the
“reasonable efforts” obligation of the employer could be satisfied by including within them the
ill-fated bid incentive called the Human Resources Factor (HRF). The HW was later found to
5
be an unreasonable means of satisfying the “reasonable efforts” obligation in Re Union Grievance
andMinistry of Transportation (1997), G.S.B. No. 1344196 (Kaplan, June 9, 1997) aff ‘d upon
J.R. by Div. Ct. (Dec. 1, 1997).
With respect to the MO’s, Mr. McKercher stated that in the discussions within the
Models Group, it was recognized that most would be unlikely to generate any full-time job offers
to affected members of the bargaining unit. Their discontinuous or intermittent nature, short term
and low dollar value likely would preclude this. According to Mr. McKercher, the only MO’s that
stood even a chance of generating full-time job offers were those that dealt with the work of a
particular group, such as electricians.
As a result, the Models Group decided that generally, requests for proposals on MO’s
would not contain any bid incentive to induce job offers to affected members of the bargaining
unit. The only exceptions to this were to be MO’s for the work of groups such as electricians. The
latter would include the HRF.
Instead, it was decided to take the following steps with respect to MO’s :
(1) The package of materials that the employer sent to each interested
subcontractor -- the employer called them “proponents” -- would include a form
letter notifying the proponents of the employer’s “reasonable efforts” obligations.
The form letter gave notice that if the proponent were awarded the contract, it
would be provided with “a listing, by seniority of the number of [affected]
employees, their salary, their positions and their work location.” According to the
form letter, a management representative would then contact the proponent “to
6
explore opportunities for offers of employment and the associated terms and
working conditions for affected MT0 employees.”
(2) Affected employees would be notified via another form letter of the
above efforts by the employer on their behalf. The form letter concluded with an
expression of confidence “that the skills, qualifications and dedication of MT0
employees will prove to be an asset to the organizations of the successful
bidders.”
(3) Responsible management of the employer would be provided with a
script to go through in a telephone interview with the successful bidder after the
MO was awarded. The script suggested posing two initial questions to the
successful bidder -- whether it intended to increase its workforce as a result of
being awarded the contract, and would it be making job offers to MT0
employees. If the answers to these questions were “no”, the manager was to ask
the successful bidder what the barriers to hiring were. If the successful bidder
answered “yes”, the manager was to go on to determine how many job offers were
to be made and whether they qualified as “good” job offers within the meaning of
Appendix 9 of the collective agreement.
When Mr. McKercher was asked why the Models Group did not try to make hiring
affected staff more attractive in the case of MO’s, he replied that the members of the Models
Group did what they thought in the circumstances would be reasonably expected to secure
employment. They could not think of anything else that could reasonably be done.
Counsel for the union then asked whether the Models Group considered making the
hiring of affected staff more attractive by giving preferential treatment to those who hired
affected employees. Mr. McKercher replied that this was not discussed.
Mr. McKercher responded in the same way to several further alternatives posed by
counsel for the union. These alternatives included providing financial incentives; automatically
7
awarding a subcontractor an additional MO if it hired affected staff, requiring subcontractors
who bid on MO’s over a certain value to hire affected staff if they were successful; and. blending
MO’s for summer and winter work to provide the possibility of continuous work for affected
staff.
As to the latter, Mr. McKercher pointed out that a contract that blended together summer
and winter work would not qualify as an h/IO. He said that it would not minimize costs and
would, in essence, make the bidder a general contractor. He agreed, however, that if the employer
had blended summer and winter work, it would have made it easier to secure full-time
employment for affected staff.
In October, 1996, Mr. McKercher said, the Models Group decided that in the first phase
of downsizing, which was scheduled for the Spring of 1997, each District of the employer would
shift part of its roadway maintenance work to the private sector using 1 AMC and 2 MO’s,
Because the Northwestern Region had two Districts -- Thunder Bay and Sault Ste. Marie -- this
meant that the Region had to tender out 2 AMC’s and 4 MO’s.
Thereafter, the Northwestern Region advertised requests for proposals, i.e., tenders, on
two AMC’s. These tenders closed in late January, 1997. The Region also included in its
implementation plan the requisite 4 MO’s -- two for stretches of highway in the Kenora and
Dryden areas of the Thunder Bay District; and, two for stretches of highway in the Bruce
Mines/Echo Bay and Goulais River areas of the Sault Ste. Marie District. Potentially affected
8
staff were notified in October, 1996 that surplussing was expected to take place in May, 1997.
In April. 1997, after evaluating the AMC tenders that had been received. the employer
decided not to award either of the AMC’s. Mr. McKercher explained that the bids were too high.
There were no savings to be realized over using the employer’s own staff.
The employer did not, however, retain its own staff to perform the work involved in the
AMC’s. The employer remained committed to shifting all of its roadway maintenance work to
the private sector within a three-year period. To keep the first phase of downsizing on track and
achieve greater efficiency, the employer decided to resort to using MO’s for contracting out the
work originally contemplated by the AMC’s.
Meanwhile, also in April, 1997, the Northwestern Region announced its plans for its
second phase of downsizing, which was scheduled to take place in the Fall of 1997. It planned to
advertise requests for tenders for two more AMC’s -- one in each of the Districts. It also planned
to outsource through MO’s the maintenance of a 246 kilometre stretch of highway in the Red
Lake/Ear Falls area, and a 363 kilometre stretch of highway in the Blind River/Thessalon area.
Potentially affected staff were advised that the employer anticipated sending out layoff notices in
early June, 1997.
On May 1, 1997, the union filed the first grievance leading to this arbitration. It
-
complained that the employer had failed to comply with, inter alia, Appendix 9 of the collective
9
agreement in contracting out its roadway maintenance work through its AMC’s and MO’s
On June 9, 1997, the Kaplan award, SU~YCC, issued. It concluded that the use of the Human
Resources Factor (HRF) in requests for proposals for AMC’s fell short of satisfying the
employer’s “reasonable efforts” obligation under Appendix 9. On June 12, 1997, the parties
essentially agreed to freeze the tendering process for all AMC’s sought by the employer,
including those of the Northwestern Region for roadway maintenance.
The Northwestern Region, however, continued to proceed with outsourcing its roadway
maintenance work through its MO’s, including 3 MO’s that jncorporated the HRF for purposes
of satisfying the employer’s “reasonable efforts” obligation. By letter dated June 10, 1997, the
employer notified the union that as a result of this outsourcing, 70 affected employees would be
given surplus notices. The layoffs were formally announced on June 16, 1997.
Through an administrative oversight, the employer’s letter of June 10, 1997 erroneously
stated that the layoffs were due to the outsourcing of roadway maintenance operations “through
Area Maintenance Contracts [AMC’s] and Managed Outsourcing [MO’s].” This led the union to
conclude that the employer was in breach of the “freeze” agreement of June 12 regarding
AMC’s. On June 27, 1997, the union grieved, and this grievance was consolidated with the May
1 grievance for purposes of this proceedin,. 0 At the hearing, it became clear that none of the 70
employees referred to in the employer’s letter was affected by outsourcing via AMC’s. This
resolved the grievance to the satisfaction of the union
10
One other grievance was consolidated with the May 1 grievance for purposes of this
proceeding. On June 25, 1997, the union essentially grieved that the Northwestern Region of the
employer breached Appendix 9 of the collective agreement by resorting to the use of Form A
contracts when it found that the bids on its MO’s were too high to provide any cost savings to the
employer.
The Maintenance Engineers for the Thunder Bay and Sault Ste. Marie Districts confirmed
in their evidence that this had been done. Mr. Bob van Veen, the Maintenance Engineer for the
Sault Ste. Marie District, testified that when the prices bid for MO’s were higher that what it
would have cost the District to perform the work itself, the District broke the work up into
smaller units and contracted it out via Form A contracts.
When asked why the District did not retain affected staff to perform the work, Mr. van
Veen responded in the same way as the employer did, according to Mr. McKercher, upon
deciding to use MO’s when the bids on AMC’s were too high. He said that it was more efficient
to contract the work out.
Mr. Richard Bruneau, the Maintenance Engineer for the Thunder Bay District, testified to
a similar use of Form A contracts, In cross-examination, counsel for the union noted that the
Thunder Bay District had let out two separate Form A contracts for guiderail repair work in the
Kenora area. He asked whether these involved significant work. Mr. Bruneau replied that they
-- .,
did. Each of the two subcontractors fielded five-man crews for a period of 5 - 6 weeks.
11
Counsel then asked Mr. Bruneau whether he’d considered a process whereby the only
people who were allowed to bid on Form A contracts like these were those who hired affected
staff to do the work. Mr. Bruneau replied that he had not. Upon reexamination, Mr. Bruneau
added that this would have been contrary to the employer’s tendering philosophy and practices.
III. The Submissions of the Parties:
(a) The Submission of the Employer:
Counsel for the employer, Mr. Marvey, agreed to make his submissions first, so long as it
was acknowledged that the burden of persuasion in the matter rested with the union. Counsel for
the union, Mr. Leeb, acknowledged that this was the case.
In his submissions, Mr. Marvey suggested that there were two issues to be decided:
(1) The threshold issue: Whether Appendix 9 of the collective agreement
limited in any way the right of management to choose the method of disposition
of its operations; and,
(2) If not, whether the employer fulfilled its “reasonable efforts”
obligation under Appendix 9 after choosing to dispose of its roadway maintenance
operations through Managed Outsourcing (MO’s).
On the second issue, Mr. Marvey indicated that the position of the employer was that: (i)
I Because of the nature of MO’s, no reasonable efforts could have generated “good” job offers to
12
affected employees within the meaning of Appendix 9; (ii) if there were reasonable efforts that
could have been made, the employer made them; and, (iii) If there were reasonable efforts that
the employer did not make, the union had failed to prove that they would have resulted in “good”
job offers to affected employees.
Turning to the first issue, Mr. Marvey noted that under article l(a) of Appendix 9, the
“reasonable efforts” obligation of the employer only arose “where there is a disposition or any
other transfer of bargaining unit functions or jobs to the private or broader public sectors.” The
provision did not say that the employer will choose the disposition that will give employees the
greatest possible chance to be offered “good” jobs. It also did not say that the employer will only
dispose of bargaining unit work in a way that will ensure affected employees jobs as close as
possible to their existing jobs. These things, it was submitted, were not bargained for.
As a result, Mr. Marvey submitted, the management right of the employer to contract out
was not constrained by Appendix 9. The employer remained free to contract out bargaining unit
functions for good faith business purposes, such as improving efficiency. The employer’s
“reasonable efforts” obligation under Appendix 9 only commenced once the employer had
decided upon the means of contracting out that best suited its legitimate business purposes. This,
it was submitted, was where a “disposition” occurred within the meaning of article l(a) of
Appendix 9.
As to this proposition, considerable reliance was placed upon the “Garages” case: Re
13
Union Grievance and Ministry of Transportation (1997), G.S.B. No. 1344Al96 (0. V. Gray). In
that case, the employer closed some of its garages and contracted out certain vehicle repair work
that had been performed by mechanics in the bargaining unit. The contracting-out was made on
an ad hoc basis, As the need arose for a particular type of repair, the employer would select an
appropriate service provider from a list of those who had made standing offers to the employer.
This made it virtually impossible to obtain from any of the service providers on the list “good”
job offers for the Ministry mechanics who were laid off as a result of the garage closures.
The union argued therein that under Appendix 14 (now Appendix 9) the employer was
obligated to contract out the repair work in a way that encouraged the service providers to hire
laid-off Ministry mechanics. The employer submitted that it was within its exclusive
management rights to choose the means by which it disposed of its vehicle repair work. It was
only after the choice was made that its “reasonable efforts” obligation arose under Appendix 9.
After considering the evidence and arguments of the parties, Vice Chair Gray dismissed the
grievance.
It was submitted by Mr. Marvey that this case stood for the proposition that, as a matter
of exercising its exclusive management rights, the employer was entitled to choose to contract
out in such a way that “reasonable efforts” could not be made to generate “good” job offers to
-.
affected employees. In the course of this submission, considerable emphasis was placed upon the
following observation by Vice Chair Gray: “I do not think that one can start with the premise that
for any occurrence to which the ‘disposition’ language bears application there must be some
14
corresponding effort that paragraph 1 of Appendix 9 obliges the employer to make.” Id., at 12.
It was further submitted that the exercise of the employer’s exclusive management rights
was only reviewable for bad faith. Reference was made to Sisters of St. Joseph of the Diocese of
London in Ontario, Operating St. Joseph’s Hospital, Chatham v. Service Employees ’ Union,
Local 2 10, 97 CLLC 143,636 (Ont. C.A.). In that case, the Ontario Court of Appeal upheld the
quashing of an arbitration award that ruled against an employer because it could not provide
“relevent and convincing, or cogent” reasons for exercising its management rights to fill a
vacancy with an RN rather than an RNA.
The court stated, in pertinent part:
The managers of the hospital are experts in their field, just as the Board is
expert in its field. Given the clear management rights clause in this case, and
given no allegation of bad faith, the Board should not have made its own
management decisions and imposed them on the hospital. . ..[T]he Board was
acting in excess of its jurisdiction. . . . Id.. at 143,639.
In the absence of an allegation of bad faith, the court said, the board exceeded its jurisdiction
when it reviewed the exercise of an exclusive management right.
In the present case, Mr. Marvey submitted, the,exercise of management’s exclusive right
to choose the means by which it disposed of its roadway maintenence work was similarly
i j unreviewable. The union did not make any allegation of bad faith or improper motive in making
15
this decision. The management rights clause in the present collective agreement was at least as
strong at that in St. Joseph’s Hospital, supra. In light of this, Mr. Marvey urged, the Board was
without jurisdiction and the grievances herein should be dismissed.
(b) The Submissions of the Union:
Upon the first issue, Mr. Leeb submitted that the management right of the employer to
contract out was constrained by its “reasonable efforts” obligation under article 1 (a) of Appendix
9. In fact, he said, the issue had already been decided by the Grievance Settlement Board in Re
Union C;rievance and Management Board Secretariat (1997), G.S.B. No. 2294196 (Kaplan).
In that case, the union grieved a policy under which the government proposed to
contract out its requirements for translation services. Apparently, translators who were currently
employed by the government were invited to bid on these services so long as they accepted that,
as a matter of government policy, successful bidders would have to resign before commencing
their contracts and would not be entitled to the benefit of the surplus provisions of the collective
agreement, including enhanced severance. The union claimed, inter alia, that the imposition of
these conditions breached the employer’s “reasonable efforts” obligation under Appendix 14
(now Appendix 9) of the collective agreement. The employer claimed that the Board did not have
jurisdiction because the conditions were imposed in the exercise of its exclusive management
rights.
16
Vice Chair Kaplan implicitly rejected the jurisdictional challenge of the employer and
concluded that the grievance should be aliowed. He indicated that, in his view, the policy
imposed by,the employer breached, inter alia, Appendix 9. He said:
First of all, the employer, in Appendix 14 [now Appendix 91, makes it very clear
that its restructuring initiatives could have a significant effect on employees,
many of whom have served for a lengthy period. As a result of this recognition,
the employer committed itself to making reasonable efforts to ensure that where
there is a disposition or transfer of bargaining unit functions that employees in the
bargaining unit obtain employment. In this case, the most direct effect of the
contested policy is not to assist the employees in obtaining employment but to
deprive them of the rights provided for in the collective agreement that have been
negotiated on their behalf. This, surely, cannot constitute a “reasonable effort.”
And this reason alone would have been a sufficient one for finding for the union.
. . . Id,, at 6.
Mr. Leeb urged that the implicit rejection of the employer’s jurisdictional challenge and the
striking down of the employer’s policy on the ground that it was not a “reasonable effort” clearly
demonstrated that the Grievance Settlement Board had already established that the management
right of the employer to contract out was constrained by its “reasonable efforts” obligation under
Appendix 9.
Reference was also made to another decision of Vice Chair Kaplan, Re Union Grievance
and Ministry of Community & Social Services (1997), G.S.B. Nos. 2779196; 0141/97 (Kaplan).
That case addressed the reasonableness of the efforts of the employer when it decided to close
down several facilities for the developmentally disabled. In the course of rendering the decision
of the Board, the learned Vice Chair said, “itis my view that the reasonable efforts obligation
17
begins as soon as the decision to divest is made.” Zd., at 19.
This, it was submitted, further demonstrated the established position of the Grievance
Settlement Board that the phrase “where there is a disposition or any other transfer of bargaining
unit functions,” as used in article l(a) of Appendix 9, meant “as soon as the decision to divest is
made” so as to invoke the employer’s reasonable efforts obligation at the earliest possible
moment.
Turning to the merits of the management rights argument of the employer, Mr. Leeb
further submitted that even if the employer were correct in saying that its “reasonable efforts”
obligation under Appendix 9 did not arise until after it chose the means of divestment, it still was
barred from exercising its management rights to choose a means that would undermine the rights
of employees under Appendix 9. The exclusive management rights of the employer, it was
submitted, cannot be exercised in a manner that would undermine and nullify important
employee rights that were negotiated into the collective agreement.
In support of this contention, Mr. Leeb referred to Municipality of Metropolitan Toronto
v. Canadian Union of Public Employees, Local 43 (1990), 69 D.L.R. (4th) 268 (Ont. C.A.). In
that case, the court upheld an arbitration award that concluded that the exclusive management
right of the employer to classify employees had to be exercised reasonably to avoid seriously
affecting seniority rights under the collective agreement.
18
The court said:
In other words, it is not patently unreasonable for an arbitrator to oblige
management to exercise its discretion reasonably, where to do so unreasonably
would be to create a conflict with or undermine the rights conferred by some other
provision of the collective agreement. . . . [I]t does not seem patently unreasonable
to view the collective agreement in a holistic manner, where even management
rights may be circumscribed to avoid negating or unduly limiting the scope of
other provisions. . . . Id., at 285-86.
If the employer’s position on management rights were allowed to prevail in this case, Mr. Leeb
submitted, it would undermine and nuliify a very important protection for employees that the
parties negotiated as part of an agreement to end the 1996 strike
As to the question whether, in any event: the employer satisfied its “reasonable efforts”
obligation in the case of its MO’s and its later use of Form A contracts, Mr. Leeb noted that even
the employer’s witnesses agreed that the short term, seasonal or intermittent nature, and low
dollar value of these contracts virtually guaranteed that no reasonable efforts could generate
“good” job offers to any of the affected employees. In fact. the evidence was uncontradicted that
not one “good” job offer resulted from the efforts that the employer did make.
Mr. Leeb also noted that the employer did not even follow the Guidelines ofkkmcrgement
Board of Cabinet on the Transfer of Employees With Their Jobs or Function.These guidelines,
he submitted, indicated at the relevant time that there were only two ways of satisfying the
employer’s “reasonable efforts” obligation in tender cases: use of the HRF; or, negotiation with
the new employer. Here, he stressed, the HRF was used to a minimal degree. In the vast majority
19
of the MO’s there wasn’t even any negotiation. All that the employer did was to notify bidders of
its reasonable efforts obligation and make brief telephone inquiries of the successful bidder after
the MO had already been awarded. Citing Re Rupert und Ministry of Correctional Services
(1985), G.S.B. No. 372/84, at 18 (Gorsky), Mr. Leeb submitted that failure of the employer to
follow its own direction indicated that the employer behaved in an unreasonable manner..
Moreover, Mr. Leeb noted, when the HRF was cast into doubt by the Kaplan award?
supra, the employer continued to tender the MO’s that relied on the HRF factor to satisfy the
employer’s reasonable efforts obligations. The only contracts that were “frozen” after the Kaplan
award were the AMC’s. Continuing to tender these MO’s after the Kaplan award, it was
submitted, was a patent breach of the employer’s reasonable efforts obligation.
Mr. Leeb also made other submissions upon the issue of reasonable efforts; however in
light of the conclusion reached in this case, it does not appear to be necessary to recite them.
(3) The Reply of the Employer:
In reply, Mr. Marvey essentially reiterated the employer’s position that under a proper
interpretation of the collective agreement, management had the absolute right to dispose of its
operations for good faith business purposes. Its “reasonable efforts” obligation under Appendix 9
did not commence until after this disposition. To conclude otherwise, he submitted, the Board
would have to impute that Appendix 9 required the employer to dispose of the privatized
I
. ’ 3.
I :
i_
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operations in a reasonable manner. He suggested that this would be a tremendous leap in the
interpretation of Appendix 9, and would involve the Board in a forbidden alteration of the
collective agreement.
IV. Consideration of the Issues:
At the conclusion of the submissions, I requested counsel for additional authorities on the
reviewability of management rights. I am grateful to both counsel that they more than complied
with my request and provided me with several additional authorities by December 2, 1997. These
authorities included, for my information, no doubt, the decision of the Divisional Court
upholding the award of Vice Chair Kaplan in G.S.B. No. 1344/96, supra, which invalidated the
use of the HFW as a means of satisfying the employer’s “reasonable efforts” obligation.
I requested these additional authorities because my initial impresssion was that this case
might have to be decided upon the slippery slope of management rights. After careful study of
the evidence and argument of the parties, however, I find that this is not so. The case turns on the
proper interpretation of the vague phrase, “where there is a disposition or any other transfer:‘. as
used in article l(a) of Appendix 9 of the agreement. Does it mean “after the means of disposition
or transfer is chosen,” as contended by the employer ? Or does it mean “once the decision to
dispose-of or transfer is made,” as contended by the union? As a matter of construction, I find
that the latter is the most appropriate interpretation of the phrase.
21
In my opinion, it seems inconceivable that, in the context of settling a bitter and
prolonged strike, the parties intended to negotiate an important protection for employees that
could easily.be turned into a nullity by the employer. Yet that would be the result if the
interpretation proffered by the employer were to prevail. The facts of the present case bear this
out:
In early 1996, the employer made its decision to shift its roadway maintenance operations
to the private sector over the next three years. There were several ways in which it could
accomplish this transfer. That was why the Models Group was struck: to come up with the most
appropriate models for reaching this goal. It came up with AMC’s and MO’s. Everyone agreed
that AMC’s, being long-term, continuous and of high dollar value, had the potential for
satisfying the employer’s “reasonable efforts” obligation. They also recognized that MO’s;being
just the opposite in nature, lacked that potential. There was little doubt that if the employer
shifted its operations via MO’s, it essentially would nullify the hard-won “reasonable efforts”
protection for employees in Appendix 9. Yet it went forward with a mix of AMC’s and MO’s.
As Mr. McKercher testified, this decision was “driven by” the goal of maximizing cost savings
to the employer. No weight was given to the employer’s “reasonable efforts” obligation.
When the bids for the Northwestern Region’s first two AMC’s came in too high, the
employer shredded them into smaller bits and tendered them out as MO’s. This destroyed any
potential these AMC’s might have had for satisfying the employer’s “reasonable efforts”
obligations. Yet, according to the interpretation of Appendix 9 proffered by the employer, that
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was alright because its “reasonable efforts” obligation under the AMC’s disappeared when it
abandoned them. It did not reappear until after the employer had “re-chosen” to shred the AMC’s
into MO’s. By then, of course, its “reasonable efforts” obligation essentially had been nullified
by virtue of its choice.
There was even more post-choice shredding performed by the employer. When the bids
for certain MO’s in the Northwestern Region came in too high, the employer shredded them into
even smaller bits and tendered them out as Form A contracts. This surely extinguished any
glimmer of hope that might have remained for the survival of even minimal “reasonable efforts”
protection under Appendix 9.
I do not think that the parties intended to let the employer choose and re-choose its means
of disposition like this without giving any weight to its “reasonable efforts” obligation. As was
observed by Vice Chair Kaplan in G.S.B. No. 1344/96, supra, “[tlhis [reasonable efforts]
obligation is an extremely important one, and it is one that cannot be’taken lightly.” Id.. at 29.
The parties could not have intended it to be a chimera, a fanciful illusion of protection that the
employer could extinguish in a moment under the rubric of efficiency. I am convinced that the
vague phrase in Appendix 9, “where there is a disposition or other transfer” properly construed,
means “once the decision to dispose-of or transfer is made.”
This is the same conclusion that Vice Chair Kaplan reached in G.S.B. Nos. 2779/96;
0141/97, supra, where he said, “[i]t is my view that the reasonable efforts obligation begins as
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soon as the decision to divest is made.” Id., at 19. It seems to me that it is also the conclusion that
the learned Vice chair reached in G.S.B. No. 2294/96, supra, at 6, where he implicitly rejected
the employer’s challenge to jurisdiction based upon a claim of exclusive exercise of its
management rights.
I do not regard the decision of Vice Chair Gray in the “Garages” case, G.S.B. No.
1344A/96, supra, as being at odds with this conclusion. That was a case of impossibility. Vice
Chair Gray concluded that once the decision to close some of the employer’s garages was made,
it was impossible to make any “reasonabletiforts.” It was impossible to determine whether the
work that was contracted out “would not have been contracted out anyway if the garages had
remained open.” Id., at 11. It was likewise impossible to pre-identify the employees who might
be affected by the contracting out. In view of this impossibility, the learned Vice Chair
concluded, “there were no ‘reasonable efforts’ of the sort contemplated by Appendix 14 [now
Appendix 91 that the employer could have made in the circumstances.” Id., at 1.5.
I also note that Vice Chair Gray did not accept the employer’s interpretation of when its
“reasonable efforts” obligation arose. In that case, as here, the employer took the position that “it
is only after the form of a transaction is determined that the question arises whether reasonable
efforts are required under Appendix 9.” Id., at 5. The learned Vice Chair side-stepped this issue,
finding that at the time of the employer’s decision, the committee struck by the employer to
review its garage operations “had considered Appendix 14 [now Appendix 93 and, particularly,
had considered whether there were any ‘reasonable efforts’ that the ministry could possibly
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make.” Id., at 8 (emphasis in original). He then proceeded to revieti the matter on this basis.
Here, there was no impossibility. At the time of the decision to divest there were several
different ways in which it could have been accomplished. That was why the Models Committee
was struck: to select the most appropriate ways in which to shift roadway maintenance operations
to the private sector. The decision of the committee, however, was “driven” by only one
consideration: cost-effectiveness or efficiency. No weight was given to the employer’s
“reasonable efforts” obligation under Appendix 9. The same thing happened when the employer
decided to shred AMC’s into MO’s, and later, MO’s into Form A contracts. This was a breach of
the employer’s “reasonable efforts” obligation.
The employer’s “reasonable efforts” obligation under Appendix 9 is a very important
protection for the members of the bargaining unit. In choosing which way to divest, the employer
cannot ignore it. The employer must give it significant weight in determining the choice it
makes. Other considerations, such as cost effectiveness or efficiency, may also be given
significant weight but they cannot be permitted to extinguish or marginalize the “reasonable
efforts” obligation.
IV. Conclusion:
The grievances are allowed to the following extent:
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A declaration is hereby entered that in choosing and re-choosing its means of divesting its
roadway maintenance operations without giving significant weight to its “reasonable efforts”
obligation under Appendix 9, the employer breached the collective agreement. This declaration
extends to all roadway maintenance operations that the employer sought to shift to the private
sector as a result of its privatization initiative. It does not extend to those operations that the
employer traditionally contracted out before the effective date of Appendix 9.
The employer and the union are directed to meet forthwith to discuss how best to divest
the employer’s roadway maintenance operations while giving significant weight to the
employer’s “reasonable efforts” obligation. The parties may, if they wish, request the assistance
of a mediator. The Board will retain jurisdiction pending this determination.
The matter is remitted to the parties in this posture for the determination of any further
remedies. Once again, the Board will retain jurisdiction pending this determination.
Dated at Toronto, Ontario, this 16th day of February, 1998.