HomeMy WebLinkAbout1998-0320.Union Grievance.99-10-12 DecisionONTARIOEMPLOYÉS DE LA COURONNE
CROWN EMPLOYEESDE L’ONTARIO
GRIEVANCECOMMISSION DE
SETTLEMENTRÈGLEMENT
BOARDDES GRIEFS
180 DUNDAS STREET WEST, SUITE 600, TORONTO ON M5G 1Z8 TELEPHONE/TÉLEPHONE,(416) 326-1388
180, RUE DUNDAS OUEST BUREAU 600, TORONTO (ON) M5G IZ8FACSIMILE/TELECOPIE:(416) 326-1396
GSB # 0320/98
OPSEU # 98U073
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
Ontario Public Service Employees Union
(Union Grievance)
Grievor
- and -
The Crown in Right of Ontario
(Ministry of Transportation)
Employer
BEFORELoretta MikusVice Chair
FOR THE Richard Blair
GRIEVORCounsel, Ryder, Wright, Blair & Doyle
Barristers & Solicitors
FOR THESunil Kapur
EMPLOYERCounsel, Legal Services Branch
Management Board Secretariat
HEARINGSeptember 28, 1999
2
These grievances arise from a Ministry of Transportation (MTO) decision to outsource some of its
work at the New Liskeard location. The background to these grievances is best described by
Arbitrator Dissanayake in a previous arbitration between the parties (August 13, 1998) as follows:
The Ministry of Transportation issued 6 area maintenance contracts (AMC=s) with a
view to privatizing certain work hitherto performed by OPS employees, work such as
road patrol, road surface and shoulder maintenance, drainage and vegetation
management. A Request for Proposals (RFP) was issued May 27, 1998. According
to the employer=s understanding of its obligations as gleaned from previous Areasonable
efforts@ decisions of the Grievance Settlement Board, the employer included three parts
in the Human Resources Factor (HRP) of the RFP, namely, Mandatory Requirements,
Rated Requirements and the Human Resources Incentive Fund.
Any proposal that did not meet each of the mandatory requirements was to be
disqualified. The mandatory requirements were: The proponent was required to make
job offers to all OPS employees affected by the privatization; such job offers had to
include at least 85% of each employee=s current OPS salary; Each employee=s service
with the OPS to be recognized for purposes of vacation and benefits; and a job offer
could not include any probationary period.
...
Pursuant to this RFP the Ministry selected a company called Integrated Maintenance
and Operations Services Incorporated (IMOS) as the successful proponent. IMOS
consisted of 6 shareholder companies, which had a combined workforce of between
3500 to 4000 employees. 41 Ministry employees were included in the RFP as affected
employees. However, subsequently 2 were removed. The remaining 39 employees
were to be transferred to a company known as Miller Maintenance, one of six
companies in the IMOS Group. The existing Miller workforce was not unionized.
Following the announcement of the successful proponent, the union filed a grievance
dated May 31, 1998 alleging that the Ministry had violated Appendix 9 of the collective
agreement with regard to the 6 Area Maintenance Contracts. AMinutes of Settlement
and Release@ were executed on June 26, 1998 with regards to this grievance which
read as follows:
THE ONTARIO PUBLIC SERVICE EMPLOYEES UNION
(AOPSEU@)
3
AND
THE CROWN IN THE RIGHT OF ONTARIO
AS REPRESENTED BY THE MINISTRY OF TRANSPORTATION
(AMINISTRY@)
MINUTES OF SETTLEMENT AND RELEASE
The Parties agree to resolve all matters arising out of the grievances referred to by GSB
# 0320/98 and OPSEU #98U073 on a without prejudice and precedence basis as
follows:
1.The Ministry will be permitted to close its call for tender and/or RFP=s,
evaluate, announce the preferred bidder and begin implementation with regard
to the following Area Maintenance Contracts. These AMC=s will close on the
dates specified below:
( a )AMC 98-10July 8th, 1998
( b )AMC 98-02July 8th, 1998
( c )AMC 98-03July 8th, 1998
( d )AMC 98-04July 8th, 1998
( g ) AMC 98-05July 22, 1998
( f )AMC 98-06July 22, 1998
2.OPSEU agrees that the mandatory criteria and the HRIF evaluation criteria
included in the AMC=s are sufficient to meet the Ministry=s reasonableness
efforts up to that part of the process and releases the Ministry from all liability in
relations thereto.
3.The parties agree that this Ministry remains obligated to negotiate with regard to
the HRIP as stipulated in the RFP. Therefore, the parties agree to the following
process in relation thereto:
With regard to AMC=s ( a ) to ( d ), OPSEU will be provided with a 5
day period between August 10 and 31, 1998 within which to review the
efforts that the Ministry has undertaken in relations to the HRIP. If
OPSEU has any concerns with regard to the Ministry=s efforts in
relations thereto, OPSEU may refer the matter to mediation/arbitration
within that 5 day period and the matter must be dealt with and
completed within this time frame.
With regard to AMC=s ( e ) and ( f ), OPSEU will be
provided with a 3 day period between August 24 and
September 11, 1998 within which to review the efforts
that the Ministry has undertaken in relation the HRIF. If
OPSEU has any concerns with regard to the Ministry=s
efforts in relation thereto, OPSEU may refer the matter
to mediation/arbitration within that 5 day time period
and the matter must be dealt with and completed within
the time frame.
4.The parties agree that the following employees shall receive their surplus notices
on or about the start date of the contract. Those are employees who have
pension options on the start date of the contract.
Peter Jackson
Bruce Kydd
H.J. McMillan
Ray Dillabough
N.R. Clark
Wendall Webster
5.The parties agree that the employees set out in paragraph 4 shall be removed
from the RFP=s and further agree that any other similarly eligible employees, if
any, shall be treated in the same manner as specified in this paragraph and 1
above.
6.The employees listed in paragraph 4 and other similarly situated employees, if
any as referred to in paragraph 5 shall forthwith elect to retire or pension bridge,
pursuant to paragraph 2 or 3 of Appendix 9, which ever article is applicable to
that employee and will exercise no other rights under Article 20 except as
provided in paragraph 2 or 3 of Appendix 9.
7.OPSEU releases the Ministry from all liability with regard to the provisions of
paragraph 5 of Appendix 9.
8.Any dispute with regard to the implementation of this agreement shall be
referred to the GSB.
Subsequently on July 27, 1998, the Ministry entered into negotiations and came to an
agreement with IMOS as to terms and conditions of employment for the 39 Ministry
employees who were being made job offers. On August 10, 1998 the union was
provided a copy of the agreed to terms and conditions which were executed on August
9, 1998. The union did have concerns about the Areasonable efforts@ on the part of the
Ministry and those concerns were referred to the GSB pursuant to Para. 3 of the
Minutes. I was seized with the union=s concerns as they related to 4 of the 6 Area
Maintenance Contracts.
After considering the history of the negotiations leading to the contract with IMOS, Arbitrator
Dissanayake stated:
The Board is satisfied that the Ministry made reasonable efforts during the HRIF
negotiations stage considering the particular circumstances it faced. Using the funds
available, the Ministry was able to enhance a number of terms and conditions. In some
others it was not as successful. That was not indicative of a failure to make reasonable
efforts.
Before me are several grievances arising from that fact situation, most of which give rise to preliminary
issues including the admissibility of evidence of negotiating history, whether the Ministry is estopped
from objecting to the individual grievances, whether the grievors can challenge the placement of their
names and positions on the RFP and whether the offer made to the employees in any event complied
with the terms of the agreement requiring a job offer at least equal to 85 % of the employees= previous
wages. Finally there is an issue about whether I am bound by an oral ruling by Arbitrator Dissanayake
in the hearing for the above noted award.
Dealing first with the issue of estoppel and the admissibility of negotiating history, the Union took the
position that, during the Stage 2 grievance meeting of the grievance before Arbitrator Dissanayake, the
Union clearly told the employer that it could not agree to any settlement that precluded individual
members from grieving alleged violations of the collective agreement. The grievance was denied and at
a later stage in the grievance process, the Minutes of Settlement and Release reproduced above were
executed. The Union asserts that the employer was put on notice that the Union would not sign away
individual rights and that the Minutes of Settlement and Release were signed on that basis. The
employer is now estopped from asserting its rights in the circumstances.
The Ministry argued that no estoppel exists in this case. Even if the Union did refuse to settle the
original grievance at stage 2 without an assurance that individual grievances would survive, once the
grievance was denied and processed to the next stage, any offers of settlement made or positions taken
during that process were confined to that stage. When the parties resumed negotiations, neither was
bound by any earlier statements. The Union did not renew its position during the negotiations leading to
the Minutes of Settlement and Release. The Minutes were not subject to any previous positions or
statements by either party. If an employer was estopped from asserting its rights because of a comment
made at an earlier meeting that was never repeated or renewed, it would be loath to make any offers in
the future. That, it was argued, makes very bad labour relations sense and should not be adopted by
this Board.
I agree with the position of the Ministry. The negotiations during the stage 2 grievance meeting would,
in the normal course of events, never be divulged to a Board of Arbitration. The reasons for that are
obvious. If the positions advanced or offers of settlement made at a grievance meeting surfaced at a
later stage of the process, the parties would simply refuse to make any statements or offers that might
prejudice their position at arbitration. The result will be fewer settlements and longer litigation. The
parties have agreed for that reason that those discussions are privileged and cannot be relied on at
arbitration. In this case the discussions are being relied upon to found an estoppel and therefore must
be disclosed. Nevertheless, the principles concerning the privileged nature of grievance procedure
discussions cannot be ignored and any decision to admit those discussions must be made with those
principles in mind.
The Union alleges that its position at stage two was clearly communicated to the Employer and thus
creates an estoppel. However, there is no evidence before me that the Union reaffirmed that position at
any time during the negotiations for the Minutes of Settlement and Release. There is no evidence before
me that those minutes were subject to any conditions. The position of the Union during the stage 2
meeting were rejected by the Employer. The Union acknowledged that rejection by advancing the
grievance to the next step. At that point, all offers and admissions were off the table. Once the
negotiations renewed, it was up the parties to ensure that their positions were clear. The Union did not
renew its position and the negotiations were concluded on that basis without qualifications or conditions.
The Union also took the position that the language of the Minutes of Settlement and Release were
ambiguous and that the Board should hear extrinsic evidence of the bargaining history to determine the
intention of the parties. The Ministry took the position that extrinsic evidence is admissible only where
the document at issue contains an ambiguity, latent or patent, that requires additional evidence to give
meaning to the words used. In this case, it was argued, the words of the Minutes of Settlement and
Release are clear.
The agreement resolves Aall issues arising out of the grievances referred to by GSB # 0320/98". It
specifically states that the employer has met its Areasonable efforts@ obligations under Appendix 9 and
Areleases the Ministry from all liability in relation thereto@. (My emphasis) If the Union continued to
have concerns about the reasonable efforts, it had 5 days to refer the matter to mediation/arbitration. It
did not. The fourth paragraph of the Minutes identifies by name 6 individuals who were to be
surplussed. Those 6 were the only ones removed from the RFP. The fifth paragraph specifically
releases the Ministry from all liability with regard to paragraph 5 of Appendix 9. The Union contended
that the ambiguity lies in the fact that there is no mention of individual grievances related to the
implementation of the job offers that involve individual fact situations that could not be the subject of a
union grievance. That may be, but the parties did foresee the potential for problems when it agreed in
paragraph 8 that any dispute about the implementation of the agreement could be referred to the GSB.
In drafting the document, the parties did not use restrictive language in describing their intentions. They
did not say that the Minutes settled the grievances but rather that the Minutes settled all matters arising
out of the grievances. They did not merely sign Minutes of Settlement but rather Minutes of Settlement
and Release. (my emphasis). Clearly the parties intended this document to be a complete and final
resolution of all matters related to the Union=s grievance #0320/98. That, in my view, included
individual grievances of matters arising from grievance #0320/98 related to the AMC and RFP=s
referred to above. That does not, however, preclude a Board at the GSB from hearing dispute
regarding the implementation of the Minutes and any allegations of bad faith in its application.
It is clear from the very title of the Minutes of Settlement and Release that the parties intended this
document to completely resolve all matters related to these AMC= s so that the Ministry could get on
with its outsourcing. They used words intended to convey that message. They agreed to resolve Aall
matters arising out of grievances # 0320/98" and to release the Ministry from Aall liability in relation
thereto@ (that is to reasonable efforts), and finally that the Union released the Ministry from Aall liability
with regard to the provisions of paragraph 5 of Appendix 9". The document is clear, the words used in
the document are clear and the intention of the parties is clear. There is therefore no need to admit
extrinsic evidence.
The next issue deals with an oral ruling made by Arbitrator Dissanayake in the August 13, 1998
decision between these parties. During the hearing, Mr. Leeb, for the Union, advanced the argument
that certain individuals were placed on the RFP but their work did not leave the Ministry. Mr.
Dissanayake ruled orally that the Union could not go behind the RFP because the placement of an
employee on it was a management right and not subject to a challenge by the Union. The Ministry took
the position that this Board is bound by that ruling in the same way a panel of the Grievance Settlement
Board is bound by previous decisions on similar matters. The Ministry took the position that the issue is
res judicata. The Union asserted that this Board can overturn a previous decision of the GSB if the
original decision is manifestly wrong or if special circumstances exist that warrant a different result. It
was argued that any management decision can be attacked if it is alleged to have been done in an
arbitrary, discriminatory or bad faith manner. It was argued that, if Arbitrator Dissanayake meant that
no management right can ever be challenged, he was clearly wrong and this Board is not bound by his
ruling.
If the Ministry is suggesting that Boards of Arbitration should be bound by oral rulings in other
proceedings, I disagree. When an arbitrator is presented with case law in support of a position, the fact
situation is usually set out in detail. The reasons for the ruling are set out so that the underpinnings for
the decision are clear. In deciding whether to follow that ruling, an arbitrator can compare those
circumstances to the fact situation before him/her to determine whether it is applicable. During hearings,
numerous evidentiary decisions are made that are never reduced to writing and the reasons are never
reproduced in full. It would be simply wrong to bind one Board to the oral rulings of another in those
situations. It would require an arbitrator to blindly accept one party=s version of the rulings of another
arbitrator without all of the information necessary to properly consider the matter before him/her. That
would be an abrogation of an arbitrator=s responsibility to hear and determine the issues before him/her
and open to challenge at a higher level. The oral ruling by Arbitrator Dissanayake is not binding on me.
The issue then of the right for individual employees to question their placement on the RFP has not been
determined by the Dissanayake Board.
The last issue before me concerns three employees who received an offer of employment from IMOS
that they claim does not meet one of the mandatory requirements of the RFP. The agreement reached
between the Ministry and IMOS required IMOS to make job offers to all designated employees
consisting of AAat least 85% of the respective employees== salary as set out in Schedule D@.
Schedule D contains a list of job classifications, seniority dates, weekly salaries and locations. Based on
that list, Mr. Kelly Beagan received an offer of employment from IMOS dated September 1, 1998
which quoted his salary as being $18.33 per hour or $733.60 per week. According to his calculations,
$18.33 an hour times 40 hours per week equalled $733.20 per week or 84.992% of his current salary.
The letter stated that his hourly rate equalled $733.26 per week or 84.999% of his weekly salary of
$862.66. Mr. John Quehe received a similar letter setting out the same salary offer of $18.33 per hour
or $733.26 per week or 84.99% of his current salary. Mr. Michael Ethier received an offer of
employment quoting a salary of $16.38 per hour or $655.52 per week. According to his calculations
the hourly rate quoted equalled 84.95% of his salary. The weekly rate equalled 85%.
On September 3, 1998, each of them received similar letters revoking the September 1st letter and
replacing it, in the case of Mr. Quehe and Mr. Beagan, with a new job offer of $18.34 per hour or
$733.60 per week. Mr. Ethier=s new salary offer was $16.39 per hour or $655.60 per week.
On September 9, 1998, the grievors accepted the job offers Aunder duress and without prejudice@.
They also filed grievances alleging that their rights had been violated under Appendix 9 of the collective
agreement. They took the position that, since the IMOS job offer does not meet the mandatory
requirements of the RFP, they are entitled to be surplussed and to claim their full severance rights under
Article 20.
The Ministry took the position that there has been no breach of the agreement. The offers were so
close to the required 85% so as to make the grievor=s claims meaningless. In the alternative, if IMOS
was in breach of its agreement to offer employees 85% of their salaries, the only redress for the grievors
is to ask this Board to order IMOS to comply with the terms of its agreement with the Ministry. There
are no additional rights because the issue is a breach of the AMC between the Ministry and IMOS, not
the collective agreement. The Union argued that, once the job offers fell below at least 85 % of their
current salary, certain rights were triggered which are not insignificant. The right to be surplused under
Article 20 is a serious right that should not be dismissed as meaningless. The parties have established a
threshold. A failure to meet that threshold, by a little or a lot, opens the door for these grievors to claim
rights they would not otherwise be entitled to. These offers clearly fell below that threshold and the
grievors would like an order from this Board validating their Article 20 rights.
None of the issues arising out of the reasonable efforts obligations under the collective agreement are
irrelevant or insignificant. Some employees will lose their jobs. Other employees will be offered jobs at
85 % of their previous rate. The requirement to accept a job offer or be deemed to have quit forced
some employees to accept offers of employment when they would have rather been allowed to leave
with their Article 20 rights. From the government=s perspective, continued opposition to these RFP=s
and AMC=s has resulted in costly delays and extended negotiations with the proponents. It has been
difficult for everyone. Not surprisingly, in this case, when the grievors saw an opportunity to claim
Article 20 rights because their job offers did not meet the mandatory requirements, they decided to take
advantage of what they saw as theirs under the collective agreement. The degree to which the offers
fell below the threshold was of no concern to them.
Only the fact that they did was important.
However, in these circumstances, their grievances must be dismissed. The job offers were made and
rescinded before the grievors had an opportunity to reject or accept them. If they had rejected the job
offers and asserted their Article 20 rights before the offer from IMOS was revoked, different
consideration might have applied. The fact is, the first job offer was revoked before it could be
accepted and was replaced by a job offer that was within the mandatory requirement of 85% of their
salary and therefore was in compliance with the AMC. The grievors cannot rely on a job offer that is
no longer on the table.
DECISION
The Union=s motion to admit evidence of the negotiating history related to the Minutes of Settlement and
Release is dismissed. The oral ruling of Arbitrator Dissanayake with respect to this issue of improper
placement on the RFP is not binding on this Board. The grievances of Mr. Breagan, Mr. Quehe and
Mr. Ethier are dimissed insofar as they relate to the issue of the mandatory offer of 85% of salary.
Dated at Toronto, this 12th day of October, 1999
Loretta Mikus, Vice Chair