HomeMy WebLinkAbout1993-2232.Campanaro.95-01-13 DecisionONTARIO EMPLOYES DE LA COURONNE .
CROWN EMPLOYEES DE L'ONTARIO
GRIEVANCE COMMISSION DE
SETTLEMENT REGLEMENT
BOARD DES GRIEFS
180 DUNDAS STREET WEST SUITE 2100, TORONTO ON M5G 1Z8
180, RUE DUNDAS OUEST BUREAU 2100, TORONTO (ON) M5G 1z8
BETWEEN
BEFORE :
FOR THE
GRIEVOR
FOR THE
EMPLOYER
HEARING
(416) 326- 1388
(416) 326- 1396
GSB# 2232/93
OLBEU# OLB007/94
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
OLBEU (Campanaro)
Grievor
- and -
The Crown in Right of Ontario
(Liquor Control Board
of Ontario)
Employer
M. Watters Vice-Chairperson
T. Browes-Bugden Member
M. O'Toole Member
J. 1. Noble
Counsel
Ontario Liquor Boards
Employees Union
D. Mombourquette
Counsel
Liquor Control Board
of Ontario
December 6, 1994
At the commencement of the hearing, the parties provided the
Board with the following Agreed Statement Of Facts:
1.
2.
3.
4.
5.
6.
7.
a.
The Grievor, Dano Campanaro, was born on December
20, 1956 and currently resides in Toronto, Ontario.
The Grievor was appointed by the LCBO to a permanent
full-time position
as Liquor Store Clerk Grade 2,
on February 27, 1978. This represents his seniority
date with the LCBO.
The Grievor held the position of Liquor Store Clerk
Grade 4 at LCBO Store #16, 4841 Yonge St.,
Toronto, at the date that his employment was terminated
in December 1993.
In early November 1993, Daniel Walsh, an Inspector with
the LCBO Loss Prevention and Security Department
installed a hidden video surreveillance camera in
Store #16.
The video tape recordings reveal that the Grievor used
improper cashiering procedures to commit theft on 9
occurrences on November 4, 1993; 7 occurrences on
November 5, 1993; and 12 occurrences on November 6,
1993. The total amount of money taken by the Grievor
in the 28 occurrences on November 4, 5, and 6, 1993 was
$569.00.
The video tape evidence was turned over to the
Metropolitan Toronto Police and, on November 24, 1993,
the Grievor was arrested at store #16 and charged with
3 counts of theft under $1,000.00.
By Notice of Intended Discipline dated November
24, 1993, the LCBO suspended the Grievor with
pay effective immediately pending further
investigation of this matter. A copy of the
November 24, 1993 Notice of Intended Discipline,
is attached as Exhibit 2.
The Grievor did not respond directly to the Notice of
Intended Discipline, but his lawyer responded on his
behalf by letter dated December 3, 1993. Enclosed with
the December 3, 1993 letter was a handwritten note by
the Grievor’s doctor, dated November 29, 1993. Copies
of the December 3, 1993 letter and the November 29,
1993 note are attached as Exhibits 3 and 4,
respectively.
1
9. By letter dated December 10, 1993, the LCBO terminated
the Grievor's employment for the reasons set out
therein. A copy of the LCBO's December 10, 1993 letter
is attached as Exhibit 5. The LCBO has a consistent
policy of discharging employees who are found to have
committed theft.
10. On January 19, 1994, the Grievor tendered $500.00 to
the LCBO as restitution for his theft, which he
understood to be the full amount of money owing to the
LCBO.
11. On January 25, 1994, the Grievor plead guilty in
Provincial Court to three counts of theft under
$1,000.00. The Grievor was sentenced to 100 hours of
Community Service, 18 months probation and a Discharge
after the conditions were met.
12. The Grievor has one disciplinary notation on his
record, a written reprimand dated October 29, 1992.
The Grievor did not grieve this written reprimand.
13. At the date of his dismissal, the Grievor's performance
was rated as 3 on a scale of 5, "consistently meets
job requirements".
14. The Grievor filed a Grievance on January 5, 1994,
asserting that he had been dismissed without just
cause. A copy of the Grievance is attached as Exhibit
6.
The parties agree that either party may supplement
the above facts with additional viva voce evidence at
the hearing of this matter. The parties further agree
that this statement of facts is without prejudice to
the position of the parties in any other proceeding and
that any admission or statement made by the Grievor
herein or during the hearing is subject to the
protection
of section 5 of the Canada Evidence Act,
R.S.C. 1985, c.C-5, as amended."
At the outset, counsel for the Union supplemented the Agreed
Statement of Facts in two (2) respects. Firstly, with respect to
paragraph number 10 thereof, she advised that the grievor had
made full restitution in the amount of $569.00. Secondly,
2
protection was also claimed under section 9 of the Ontario
Evidence Act.
Counsel for the Employer indicated that he wished to call
Mr. 0. Walsh, the LCBO Investigator, as his sole witness. As
noted in paragraph number 4 of the Agreed Statement of Facts, it
was this individual who installed a hidden video surveillance
camera in Store #16 in early November 1993. Counsel stated that
he wanted Mr. Walsh to show us the video tape in respect of the
first four (4) occurrences of November 4, 1993. It was his
submission that a review of the video tape would demonstrate the
type of behavior engaged in by this grievor. Further, counsel
suggested that such evidence was relevant to the extent that it
established the grievor’s conduct as “planned and deliberate” in
contrast to a momentary aberration. In reply, he argued that,
minimally, the video tape would reveal the nature of the efforts
used by the grievor to conduct the thefts in question.
Counsel for the Union objected to the introduction of the
video tape evidence. She stressed that the grievor had admitted
to the conduct complained of and that, as a consequence, there
was nothing to be gained from a review
of the tape. It was her
submission that the Board would not be able to glean any insights
as to the grievor’s psychological state from such a review.
Ultimately, counsel maintained that the Employer merely wanted to
show the video tape for purposes of its prejudicial effect on the
grievor’s interests. 3
After considering the respective submissions, a majority of
the Board (Ms. Browes-Bugden dissenting) decided that it was
proper to receive the video tape evidence as part of the
Employer's case in-chief. It was our Judgment that the evidence
was arguably relevant to the issue as to whether the Board should
exercise discretion to modify the penalty.
Following the ruling, the Board reviewed the video tape
relating to the initial four (4) occurrences of November 4, 1993.
Mr. Walsh described the improper cashiering procedures then
employed by the grievor. These included two (2) instances in
which the grievor "under-rung" purchase transactions and one (1)
instance where he improperly "line-voided" a sale. This limited
review suggested to us that the grievor resorted to a variety
of
devices to perpetrate the thefts. It did not, however, provide
much assistance with respect to the grievor's overall mental
state at the time the conduct was engaged in.
The grievor was married in 1982. He has two (2) children; a
daughter age seven (7) and a son age four (4). The grievor, at
the hearing, presented a considerable amount of evidence relating
to marital problems which commenced in 1990, immediately
following the birth of his son. He stated that his wife then
started to go out in the evenings and would not return till
between 3:00 a.m. and 5:00 a.m. He indicated that, on occasion,
she would not return at all. The grievor further testified that
4
his wife was rarely at home during the weekends. As a
consequence of these absences, the grievor had to assume most of
the responsibility for the care of his young children. He stated
that by 1992, the situation at home was "really bad." It was his
recollection that, at that juncture, his wife was out "more
often" and was neglecting her domestic responsibilities. The
Board was advised that the grievor's spouse had to have an
abortion in
1992 as a result of becoming pregnant by another man.
At the time, she continued to reside with the grievor in the
matr imon i al home.
The grievor testified that
in April 1992 he was called at
home at about 2:00 a.m. one morning and was advised that his wife
had been hospitalized as a result of an automobile accident. On
arrival at the hospital, he discovered that the family vehicle, a
Ford Bronco, had been completely destroyed in the accident. The
grievor subsequently attended at the scrap yard to retrieve his
personal belongings from the truck. While engaged in this task,
he found a letter which his wife had written to another man. The
grievor understood from a reading of same that his wife and this
person had a "very close and intimate relationship" and that she
was anxious to escape her existing family situation. The grievor
confronted his wife with this letter
upon her return home from
the hospital. It was his evidence that she then acknowledged
that she was "cheating" on him. He stated that she left the
house again after making this admission. The wife returned on
5
the next day and, apparently, continued to reside in the family
home until the grievor initiated divorce proceedings in February
1994.
In May or June of 1992, the grievor consulted a family law
lawyer for advice. He was then advised to document his wife’s
activities. The grievor’s notes relating to such activities were
ultimately given to the lawyer in late January
1994. It was the
grievor’s evidence that in the period April 1992 to February
1994, his wife continued to go out at night until 4:00 a.m. or
5:00 a.m. and, in certain instances, would not return home at
all. In his words, they did not share “the closeness of husband
and wife.” On the very day that his wife received the divorce
application, she removed the daughter from school. The grievor
testified that he
was required to obtain a Court Order, and to
seek police intervention, in order to secure her return. He
subsequently obtained custody of the children subject to their
mother’s right to access. The grievor informed us that this
right is exercised irregularly.
The grievor stated that he experienced financial problems
between
1990 and late 1993. He indicated that his wife refused
to make any contribution to household expenses despite the fact
she was working. The burden of paying the outstanding bills,
therefore, fell exclusively on the grievor. The grievor
testified that this situation was compounded by his decision to
6
purchase a new car to replace the vehicle destroyed in the April
1992 accident.
The grievor testified that he sought assistance from
numerous sources in an attempt to deal with the marital and
emotional problems he was experiencing prior to November 1993.
His efforts in this regard may be briefly summarized as follows:
(i) In March 1992, the grievor contacted Dr. Clive Bennett by
telephone to discuss his marital and emotional difficulties. Dr.
Bennett, at the time, worked with this Employer's Employee
Assistance Program. The grievor, in his evidence, stated he told
Dr. Bennett that his "marriage was going down the rocks" and that
he was "not feeling right." Dr. Bennett responded to the
grievor's request for assistance by suggesting that he see his
doctor or his priest.
(ii) The grievor contacted Dr. Bennett a second time after the
April 1992 accident. His earlier complaints were repeated. It
was the grievor's evidence that Dr. Bennett offered the same
advice as had been previously given.
(iii) The grievor contacted Dr. Bennett by telephone on a third
occasion in order to give him an opportunity to speak to his
spouse. The grievor overheard his wife tell Dr. Bennett that she
wasn't happy at home and did not know what to do.
(iv) Pursuant to the advice received, the grievor met with his
priest and described his marital and emotional concerns. The
grievor stated that his priest advised him to work at it and
7
”there would be light at the end of the tunnel.”
(v) The grievor subsequently elected to see his personal
physician, Dr. P. Rostas, on September 19, 1992. The grievor
testified he informed his doctor that he was experiencing stress
and was having trouble coping with his family problems. It was
the grievor’s recollection that he was instructed to take time
off from work in order to “clear his head.” A medical note,
which was filed as exhibit 7, documented these instructions. The
grievor, in fact, took two (2) weeks off work. He asserted that
he told the Store Manager his absence was due to stress.
(vi) At some point in either mid-1992 or mid-1993, the grievor
and his wife went for marriage counselling through the Roman
Catholic family Services Bureau. This attempt lasted through
approximately five (5) appointments. His wife refused to engage
in further counselling once the issue of her having an affair was
raised.
(vii) In October 1993, the grievor discussed his family problems
with Mr. George Sheppard, his employer in respect of a seasonal
part-time Job. It is apparent from all of the evidence that Mr.
Sheppard was also the grievor’s friend. On hearing of the
grievor’s problems, Mr. Sheppard enquired as to whether there was
anything he could do. He subsequently met with both the grievor
and the grievor’s wife in an effort to try to resolve the
problem. This attempt proved futile. Mr. Sheppard, in his
evidence, stated that he sensed the grievor was distressed,
erratic and beside himself at the time. As a consequence of his
8
concern, he asked the grievor to contact him every single day.
Mr. Sheppard maintained that he was worried the grievor "might do
something to himself." He advised that the grievor complied with
this request.
The grievor at the hearing readily acknowledged that he
committed the thefts documented in paragraph number five (5) of
the Agreed Statement Of Facts. He was asked in-chief why he had
engaged in that course of conduct. The grievor replied that he
did not know why he stole from his Employer and expressed remorse
for his actions. Indeed, the grievor candidly admitted in cross-
examination that he had committed theft on an occasion or
occasions not referenced in the Statement Of Facts. He stated
that he could not recall when this occurred; whether it was a
single incident or multiple incidents; or the amount involved.
The grievor testified that he could simply not remember the
details as he was under a great deal of stress at the time.
The grievor testified that he started to gamble in October
1993. More particularly, he stated that he was playing Pro-Line
"every day or every other day." He advised us that he spent
between $20.00 and $25.00 each time he played the game. The
grievor acknowledged that he could then not afford this level of
gambling. He stated that he started to gamble because he was
alone every night with little to do and that he turned to this
form of recreation to fill his time. The grievor testified that
9
approximately one half 1/2 of the money taken from the L.C.B.O.
was spent on Pro-Line. He informed the Board that he has not
placed any bet or otherwise gambled since his arrest.
As previously noted, the grievor was suspended on November
24, 1993. Almost immediately thereafter, he consulted with Dr.
A. Beairsto, a Psychotherapist. The grievor testified that he
discussed his state of emotional health, marital problems and
gambling with this doctor. Initially, he saw Dr. Beairsto every
third week. He now visits once per month. It was the thrust of
the grievor’s evidence that the counselling received from
Dr.
Beairsto has helped him address his problems.
Three (3) medical reports from Dr. Beairsto were filed in
this proceeding. Counsel for the Union advised that the Employer
was given notice of this intent in accordance with the Evidence
Act. The reports are dated November 29, 1993 (exhibit 4);
February 24, 1994 (exhibit 8); and November 12, 1994 (exhibit 9).
The report of November 29, 1993 states, in part:
Danny Campanaro is a patient of mine who has been
under an incredible amount of stress in his personal
and family life. The pressure that he has been under
precipitated an acute reactive depression which in turn
impaired his Judgment and triggered his theft on
November 25th, 1993. Stealing is right out of
character for this gentleman and he quite literally was
not in his normal state of mind when this event
occurred. His whole work record of 17 years at the
LCBO and his impeccable record working with security (a
second Job) argue against this incident being anything
but an aberration in an almost flawless work record.
10
His grief and sorrow and repentance are sincere. He
truly wants another chance and is prepared to make full
financial restitution regarding the theft. Stealing is
not part of this man's character or work record and I
am therefore asking as his therapist that he be given
another chance to make amends for his action. His
mistake in judgment is obvious but was almost
inevitable given the magnitude of the deep
psychological crisis Danny was mired in
The report of February 24, 1994 reads, in part:
"Danny continues to do very well in his therapy and is
completely compliant with his treatment program. Apart
from therapy with me on
a regular basis, he continues
to go to Gamblers Anonymous on a weekly basis and
is in
constant contact with his sponsor in that program. He
is on no drugs or medications of any kind and is
completely "clean" and sober........................
Finally, Dr. Beairsto's report of November 12, 1994 states:
"Danny has progressed very well in therapy. He no
longer has any interest whatsoever in gambling and
avoids every situation and circumstance that may have a
gambling aspect
to it. He studiously avoids lottery
tickets i.e. Pro-Line and horse races and bets on
football games, He is in touch with me on a regular
basis (1.e. seeing me for counselling) and is in touch
with his sponsor George in Gamblers Anonymous.
his children and is actively seeking election as
a ward 4 councillor.
He is a very responsible and compassionate father to
I am very pleased with the complete turn-around in
this man's attitudes and actions.
I have little or no
reservation in saying that
I feel he has made a good
and strong recovery from his previous addiction and
lifestyle.
I am completely optimistic regarding his
future."
The grievor testified that he regularly attended sessions of
Gamblers Anonymous from shortly after his arrest to April or May,
1994. He stated that he attended his last session in August of
1994. It would seem from the evidence that he maintains contact
with his sponsor in that group. The grievor told the Board that
he considered the counselling received from Dr. Beairsto to have
been more helpful to him than that provided by Gamblers
Anonymous.
The grievor and his wife ceased cohabitation in February,
1994 with the commencement of the divorce proceedings. He has
sold his house and moved into an apartment with his children.
The grievor testified that his situation improved greatly once he
and his wife stopped living together. It was his evidence that
the counselling received has significantly reduced his stress
level. The grievor repeatedly acknowledged that he had made a
mistake and that, as a consequence thereof, he had lost a lot of
credibility and friends. He stated that he was sorry for what he
did and, if reinstated, would never steal again. We were
informed that the grievor is presently in receipt of U.I.C.
benefits. Theses benefits are due to expire in February 1995.
Mr. George Sheppard was also called as a witness for the
Union. Mr. Sheppard, a retired High School teacher, operates a
security firm. He is personally retained each year to provide
security services for major events held in the C.N.E. Stadium.
In this regard, he regularly hires about two hundred (200)
individuals to assist with this task. Additionally, Mr.
Sheppard’s firm provides security for the Molson Indy event.
12
Mr. Sheppard testified that he has known the grievor, and
indeed has employed him in a seasonal and part-time capacity,
for
ten (10) years. For the past five (5) years, the grievor has
been responsible for supervising other employees, such as ticket-
takers, at Stadium Gate A. He has also been responsible for the
security of approximately ten (10) corporate boxes at the Molson
Indy race. Mr. Sheppard asserted that the grievor has been a
capable employee over this entire period of employment. He
stated that the grievor never led him to believe he was doing
anything improper. The grievor advised Mr. Sheppard of his
arrest, and the reasons for same, on the day it occurred. Mr.
Sheppard indicated that he will, nevertheless, continue to employ
the grievor. It was his evidence that he still feels he can
trust the grievor. Mr. Sheppard acknowledged that the grievor's
part-time position does not entail the handling of funds. He
further conceded that on one (1) occasion, he summarily fired an
employee who had been caught improperly taking money from a fan
trying to gain access to an event.
As noted earlier, Mr. Sheppard has befriended the grievor
and, in fact, attempted to assist him with his personal problems.
Mr. Sheppard offered his assessment that the grievor has managed
"to put his life back together" since his termination. He stated
that the grievor has 'finally taken control of his life and is
not as despondent as he was about a year ago.
13
The Employer asserted that the grievor, as a Clerk 4,
occupied a position of trust as he regularly had unsupervised
access to cash. Counsel submitted that the grievor abused this
position by committing multiple thefts over the three (3) day
period in question. He argued that such conduct could not be
characterized as a momentary aberration or as '' a chance dipping
into the till." Rather, the Board was asked to conclude that the
grievor's actions were deliberate and done with some forethought.
Ultimately, it was the Employer's position that the grievor's
conduct provided just cause for the dismissal.
Counsel for the Employer submitted that a lesser penalty
should not be substituted for the discharge unless mitigating
circumstances of a compelling nature were established by the
Union. He argued, after a review
of the facts, that the Union
had failed to satisfy this burden. In this regard, counsel
asserted that neither the acute reactive depression nor the
gambling addiction had been established by the evidence. We were
urged to draw an adverse inference from the Union's failure to
personally call Dr. Beairsto as a witness. From the perspective
of the Employer, the grievor committed the thefts simply because
he needed a source
of funds. It was argued that, as a
consequence, the potential for rehabilitation was not
as relevant
a consideration as it might otherwise be. In the alternative,
counsel suggested that there was little firm evidence as to the
prognosis for the grievor. Counsel was critical of the content
14
of Dr. Beairsto’s reports. He argued that they seemed to be
largely premised on information received directly from the
grievor. Counsel claimed that a reading of the reports failed to
disclose the extent of Dr. Beairsto’s knowledge of the grievor’s
situation or conduct.
Finally, it was submitted that little weight should be
accorded to the evidence of Mr. Sheppard. It was noted that he
was a friend of the grievor and that his evidence as to the
grievor’s condition was speculative at best. Counsel further
argued that his employment of the grievor was under circumstances
materially different from the grievor’s former position with the
L.C.B.O. More specifically, counsel referenced the fact that the
grievor’s work for Mr. Sheppard did not involve access to cash.
The Employer provided the Board with the following
authorities in support of its position: Re P.C. Drop Forgings
Ltd. and U.S.W.A.. Local 8190 (1990), 11 L.A.C. (4th) 279
(Verity); Menzies, 102, 126/83 (Weatherill); Elliott, 10/84
(Springate); Hill, 0054/86 (Draper).
In response, counsel for the Union acknowledged that theft
from the L.C.B.O. represents serious misconduct which merits
discipline. She submitted, however, that the sanction of
discharge was not the appropriate measure of discipline given all
of the circumstances of this case. Simply put, it was the
15
position of the Union that sufficient mitigating factors were
present to justify the imposition of a lesser penalty by this
Board. In this regard, reference was made to the following
factors:
(i) the grievor made a frank acknowledgment of misconduct at
this hearing and before the Court on the criminal charges;
(ii) the grievor made full restitution vis a vis the thefts which
led to his termination;
(iii) the grievor was contrite and remorseful for his actions;
(iv) the grievor’s behavior was ”out of character“ and was
attributable to stress arising from his unfortunate marital
circumstances. It was suggested that these circumstances
led to severe emotional and psychological problems and that
the grievor ”cracked under the strain.” His inability to
cope with his problems led to both the thefts and the
gambl i ng ;
(v) the grievor himself took positive steps to rehabilitate
himself as evidenced by his contacts with Dr. Beairsto,
Gamblers Anonymous and Mr. Sheppard;
(vi) the grievor
is a long service employee with some fifteen
(15) years of seniority;
(vii) the grievor’s past work record
is unblemished but for one
(1) written reprimand. Overall, his performance appraisals
are good and reflect “an average employee who tries hard;”
(viii) the discharge
will lead to a profound economic impact on
the grievor and his family as he is the sole source of
support;
(ix) the prognosis for the grievor is good as reflected by Dr.
Beairsto’s written reports and Mr. Sheppard’s oral evidence.
In substance, it was the Union’s position that the presence of
the above factors supported the exercise of discretion in the
grievor’s favour. Counsel argued that as the grievor’s personal
crisis
is now over, it is unlikely that he will offend again.
The Board, for all of these reasons, was asked to substitute a
period of suspension without pay for the discharge.
16
The Union provided the Board with the following authorities
in support of its position: Reed, 1165/91 (Watters); Creighton
1908/89 (Keller); Menzies, 751/91 (Waisglass); Re Canadian
Broadcastinn Corporation And Canadian Union Of Public Employees
(19791, 23 L.A.C. (2d) 227 (Arthurs).
The Board accepts that the grievor as a Clerk 4 occupied a
position of trust with this Employer. On the evidence, he
balanced daily sales and was responsible for L.C.B.O. funds.
More particularly, the grievor engaged in cashier duties from
time to time, as needed. In the present case, he worked on cash
for three (3) days in succession. The evidence also disclosed
that the grievor, on occasion, was asked to serve as Acting
Manager of the Store. It is material, in our judgment, that
these responsibilities were exercised under very minimal
supervision.
The Employer has a legitimate expectation that all
of its
employees, and especially those occupying positions of trust,
will conduct themselves in an honest and forthright fashion.
This expectation was addressed in Blackmore, 315A/84 (Draper)
wherein the Board stated as follows:
“Certainly, the LCBO is especially vulnerable to theft
and attempted theft of its property. Its employees are
inevitably presented with tempting opportunities for
dishonest behavior and there are practical limits to
the security measures that can be taken to guard
against the misappropriation of money or goods. We do
not go so far as to say that employees, by reason
merely of their employment by the LCBO, are any more to
17
be considered as occupying positions of trust than are
other categories of public servants. We do.
nonetheless. recognize that the nature of their
employment requires that they conform to a high
standard
of personal conduct.” (emphasis ours)
(page 5)
The panel in Reed, which was chaired by this Vice-
Chairperson, adopted the following approach in a case involving
employee theft:
‘This Board starts from the premise that employee theft
is a serious matter as it undermines the element of
trust which is fundamental to a sound employer-employee
relationship. This principle has been recognized in
numerous awards of the Grievance Settlement Board. By
way of example, the Board in Wells stated:
’‘ In assessing the evidence, the Board is
aware that the Grievor’s offence and
subsequent conviction is a serious matter
which cannot and should not be condoned.
Theft
or attempted theft in any form from an
Employer by an Employee, regardless of the
value of the stolen goods, does constitute
just cause for the imposition
of discipline
by the Employer. Dishonesty in any form is
completely unacceptable to an Employer-
Employee relationship. Theft or attempted
theft of the Employer’s property by an
Employee is a fundamental breach of the trust
relationship between the Employer and the
Employee. The Liquor Control Board of
Ontario has the right to anticipate a high
degree of honesty from its Employees, and a
deviation from that standard must be dealt
with in keeping with the gravity of the
offence
. (page 9-10)
This panel of the Board fully accepts the approach
reflected in the above excerpt.
It is apparent, from a reading of the awards
provided to us, that each case is somewhat unique and
that the ultimate result depends on the specific facts
and circumstances as found therein. Nevertheless,
given the seriousness of the offence of theft, we think
that the penalty of discharge is, prima facie, an
acceptable Employer response to such conduct. This is
18
not to suggest, however, that it must be the automatic
response in every case.
In determining the
appropriateness of the response the Employer, and
indeed this Board, must have regard to any mitigating
circumstances of a persuasive nature. This includes
any evidence existing which would suggest that the
employee may be rehabilitated through other forms of
corrective discipline less than discharge."
(pages 9-10)
The instant panel has not been persuaded to depart from this
approach to cases of theft.
It is clear from the facts agreed to that this grievor
engaged in multiple thefts over the three (3) day period in
question. Instead
he resorted to var
Employer. Ordinar
would be difficult
of honestly accounting for cash transactions,
ous schemes for purposes of defrauding the
ly, the type of subterfuges used in this case
to detect. In this instance, the wrongful
conduct was only established after the intervention of an
investigator. Without doubt, the grievor's actions significantly
impaired the trust which is fundamental to the employer-employee
relationship. Indeed, he failed to conform to the high standard
of conduct which this Employer has a right to expect. It is
beyond debate that the grievor's conduct in this instance merited
a substantial disciplinary response.
The threshold issue here is whether sufficient mitigating
factors exist to support a modification of the disciplinary
response imposed by the Employer. As stated above, counsel for
the Union asserted that this question should be answered in the
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affirmative and that an unpaid suspension should be substituted
for the discharge. In Menzies (Waisglass), the Board reviewed
the considerations which must be addressed in disputes of this
nature. These were summarized as follows:
“Is the theft or breach of trust an aberration? Except
for the aberration, except for the unusual and
exceptional behavior in an otherwise unblemished
record, is the grievor credible and trustworthy? Does
she acknowledge and accept full responsibility for her
wrong-doing and for the repair of the damage done by
her aberrant behavior? Can she be reformed or
rehabilitated by any discipline less than discharge?
What is the appropriate level
of discipline that is
required in order to send a sufficiently strong message
to all employees on the importance of trust and honesty
in the employment relationship? Can the grievor be
expected, with a high degree
of probability, to respond
to corrective discipline and rehabilitate and repair
the damage that was done (by the aberration) to the
trust that is required in the employment
rel at ionshi p?“ (page 9)
A similar list of factors is set out in the re Canadian
Broadcasting
Core. award, cited previously. The relevant factors
were there said to include:
1. bona fide confusion or mistake by the grievor as to
whether he was entitled to do the act complained of;
2. the grievor’s inability, due to drunkenness or
emotional problems, to appreciate the wrongfulness of
his act;
3. the impulsive or non-premeditated nature of the act;
4. the relatively trivial nature of the harm done;
5. the frank acknowledgement of his misconduct by the
gr i evor ;
6. the existence of a sympathetic, personal motive for
dishonesty, such as family need, rather than hardened
criminality;
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7. the past record of the grievor;
8. the grievor’s future prospects for likely good
behavior, and
9. the economic impact of discharge in view of the
grievor’s age, personal circumstances, etc.”
(page
230)
The Board has considered all of the evidence presented by
the parties. Having done
so, we conclude that sufficient
mitigating factors exist to support the grievor’s reinstatement
subject to a lengthy period of unpaid suspension.
The Board has been persuaded that the grievor’s conduct on
November 4th, November 5th and November 6th, 1993 may be properly
described as ‘out of character,’ or aberrant, behavior when
viewed in the context of his entire period of employment with
this Employer. After considerable thought, it is our ultimate
judgment that this behavior, which can be neither condoned nor
excused, may reasonably be attributed to the grievor’s experience
of emotional and psychological stress arising from his desperate
and unsettling marital situation. His marital difficulties have
been described earlier in this award. To be clear, we are not in
a position to say conclusively that the stress experienced
directly caused the grievor to commit the actual thefts here in
question. However, we think it more likely than not that such
stress caused him to act differently than he normally would. It
would appear that the grievor lost a certain degree of control
over his behavior and became more susceptible to making errors in
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Judgment. This is reflected by both the thefts and the gambling
which he began to indulge in.
The experience of stress is established by the oral evidence
of the grievor and Mr. Sheppard and by the medical reports filed
by the Union. The grievor testified that he felt stress, to a
greater or lesser extent, from the onset of his marital problems
to the time of the occurrences which led to this proceeding. It
is clear that he took steps to address this problem. As stated
in the evidence, he contacted the Employee Assistance Program,
his priest, the Roman Catholic Family Services Bureau and his
personal physician, Dr. Rostas. Indeed, Dr. Rostas authorized
the grievor to take two (2) weeks away from work in the Fall of
1992 on account of stress. The Board considers it material that
these contacts pre-dated the thefts. The contacts demonstrate a
psychological and emotional disorder in the time period leading
up to the incidents and provide some support for our conclusion
that the misconduct was linked to such problem. We might have
concluded otherwise, if the allegation or defence of stress was
first made after the discharge. Mr. Sheppard, in his testimony,
confirmed that the grievor appeared to be experiencing personal
problems as late as October, 1993. His observations and concern,
in this regard, led him to ask the grievor to call him every day.
Dr. Beairsto, in his report of November 29, 1993, documented
the existence of stress. He noted that the grievor had been
22
under "an incredible amount of stress in his personal and family
life" and was "mired in a deep psychological crisis." In Dr.
Beairsto's opinion, the stress precipitated an "acute reactive
depression" which impaired the grievor's judgment and triggered
the thefts. He also noted that stealing was "right
out of
character" for the grievor and that the grievor "quite literally
was not
in his normal state of mind'' at the time.
Counsel for the Employer submitted that little weight should
be accorded to Dr. Beairsto's reports. We accept that, in
certain respects, the three (3) reports tendered seem to be
premised on information provided to the doctor by the grievor.
Additionally,
Dr. Beairsto at times appears to be advocating on
behalf of his patient. Nevertheless, we have not been given
sufficient reason to disregard his observations, diagnosis and
prognosis. The Employer did not Object to the admission of the
reports nor did it seek to compel the attendance of the doctor
for purposes
of cross-examination. The Board, in the final
analysis, is satisfied that it is appropriate to accept and rely
on Dr. Beairsto's professional Judgment, as reflected in the
reports.
Counsel for the Employer also submitted that Mr. Sheppard's
observations should not be received or relied on in this
instance. Clearly, this gentleman is not medically trained and
is not equipped to render a professional diagnosis or prognosis.
23
His evidence was accepted, however, over the objection of the
Employer as we considered that the testimony of another employer,
albeit one who was also a friend, might be of assistance in our
overall assessment of the grievor and his claim for the exercise
of a favourable discretion. The Board found Mr. Sheppard to be a
forthright and objective witness.
An inference can be drawn in the grievor’s favour from the
fact that he took steps to rehabilitate himself subsequent to the
incidents. He has regularly consulted with Dr. Beairsto for
counselling and psychotherapy and attended meetings of Gamblers
Anonymous for a three (3) to four (4) month period. These
initiatives reflect an awareness on the grievor’s part that he
needed help in order to confront and resolve his problems. It is
apparent from a reading of
Dr. Beairsto’s reports of February 24
and November 12, 1994, and particularly the latter, that the
grievor has made significant strides in putting his life back
together. Simply stated, the doctor presents a very favourable
prognosis for this employee. In this respect, his opinion
supports both the assertions of the grievor and the observations
of Mr. Sheppard to the same effect. The Board has been convinced
by the evidence, and also by the demeanor of the grievor, that he
has learned a valuable and permanent lesson from this unfortunate
incident and that it is highly unlikely he will be incfined to
steal again from this Employer.
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One matter merits mention with respect to the problem of
gambling. This problem was referenced several times in Dr.
Beairsto's reports and was touched on in the oral evidence of the
grievor. From the evidence, the grievor's gambling was confined
at the extreme to a period of two (2) months. The Board was left
with the distinct impression that this gambling was merely
a
symptom of his emotional and psychological stress. In our
Judgment, it would be hard to conclude that he suffered from an
acute gambling addiction and stole in order to satisfy the
addiction. Rather, we are inclined to accept the grievor's own
assessment that he gambled in order to fill a void existing in
his life. We note that the grievor described his gambling
as
not a real serious problem." Ultimately, the Board determines
that the grievor's past gambling should not pose a future hazard
to the Employer's interests.
The grievor has a considerable period of service with this
Employer. As stated in paragraph number two (2) of the Agreed
Statement Of Facts, his seniority date is February 27, 1978.
Over this lengthy period, he has maintained a good work record.
The evidence, in its entirety, suggest that the grievor was an
average employee who was able to meet his Job requirements at an
acceptable level throughout his employment at the L.C.B.O.
Further, the grievor's record is almost discipline free. The
sole disciplinary notation on his file is a written reprimand
which was issued in 1992. Counsel for the Employer stipulated
25
that this reprimand did not encompass conduct similar to that in
issue in this case. This prior record provides some support for
our conclusion that the incidents of November 1993 reflect
aberrant behavior of a type not normally engaged in by this
grievor.
The grievor offered a frank acknowledgement of wrong doing
both before this Board and the Criminal Court. He did not seek
to advance an unmeritorious defence. Additionally, he has made
full restitution and has completed his community service order in
a diligent fashion. It is clear from his evidence, and the
manner in which it was presented, that the grievor recognized his
conduct was wrong and, indeed, intolerable in the workplace. We
have been persuaded that his expression of remorse and contrition
is genuine. The grievor’s willingness to accept full
responsibility for the thefts reinforces our view that he is
unlikely to commit similar acts in the future.
The grievor, as noted earlier in our award, admitted to what
seemed to be a prior theft or thefts. We were initially troubled
by his inability to recall any of the details surrounding same.
Ultimately, the Board accepts his statement that this inability
reflected the extent of stress he was experiencing at the time.
We doubt that he would have volunteered this information if he
was truly attempting to withhold other evidence which might be
prejudicial to his interests. The making of this additional
26
admission buttresses our belief in a favourable prognosis for
both the grievor and the employer-employee relationship.
The Board is inclined to accept the Union's assertion that
the economic effect of the discharge
will be particularly
profound for the grievor and his family. The grievor is now a
single father of two (2) young children. He is their sole means
of support. At present the grievor is in receipt of U.I.C.
benefits, however, this source of income is due to expire in
February, 1995. Without other full-time employment, the grievor
and his family will likely experience significant financial
distress. Our award imposes what amounts to
a thirteen (13)
month suspension without pay. The grievor estimated his annual
earnings at $40,000.00. His loss of earnings from December 10,
1993 to the date of reinstatement will, therefore, have been
substantial. The extent of this loss should cause the grievor to
reflect on the adverse consequences of engaging in improper and
unlawful behavior. Hopefully, it will also serve as a deterrent
to other employees who might otherwise be inclined towards
similar misconduct.
In summary, this grievor committed multiple acts of theft
over a three (3) day period in November, 1993. Such misconduct
would ordinarily justify the decision to discharge the offending
employee. In this instance, the Board
is satisfied that
mitigating circumstances exist to support our modification of the
27
penalty. We find, on the basis of all of the evidence, that the
grievor is unlikely to engage in this conduct again. For the
reasons stated, we consider his acts of theft to amount to an
aberration in the context of his overall work history. The
grievor should be under no illusions, however. If such conduct
is repeated in future, it is extremely unlikely that discretion
would be exercised in his favour a second time. While we do not
include this as part of our award, we urge the grievor to
continue with counselling.
The Board, therefore, allows the grievance in part and
orders that the grievor be reinstated, without loss of earned
seniority, as of the date of this award. The period from the
date of dismissal to the date of reinstatement shall be treated
as a suspension without pay and benefits. The Board retains
Jurisdiction in order to deal with any matters arising from the
implementation of the award.
Dated at Windsor, Ontario this 13th day Of January ,199 5.
M. V. Watters
M.V. Watters, Vice-Chairperson
M. O’Toole, Employer Member
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