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HomeMy WebLinkAboutUnion 12-11-13>1 "',\ t BETWEEN: Before: S Appear For the Un For the Em THI 2Otl: Jon'o5Jq-tdl' IN THE MATTER OF AN ARBITRATION TORONTO COMMUNITY HOUSING CORPOMTION AND O.P.S.E.U. (UNION GRIEVANCE RE: SECURITY CHECI{S) n Tacon, Sole Arbitrator Lesley Gilchrist, Grievance Officer Kamrool Mohamed, President, Local 529 William LeMay, Counsel Pat Milana, Senior Labour Relations Consultant Terry Skelton, Director, Community Safety Unit Pamela Boyce- Richard, Manager, Operational Safety Support Services MATTER WAS HEARD IN TORONTO ON THE FOLLOWING OdrnS: CTOBER LB;2012: APRIT 20; MAY L4,3I;AUGUST 9; SEPTEMBER 7. ? FA.CTUI\L FINDINGS It jis helpful to first provide the context in which the grievance arises. The security clearan,:e in question is referred to as "CPIC", standing for Canadian Police IniiormaLtion Centre. Pamela Boyce-Richard is the manager of operations, safety and support services. In that role, her responsibilities include: CPIC coordinator, Special ConstaLrle Liaison, program management, court and evidence management, payroll, health and safety, training and scheduling. She provided much of the evidence relgardirrg the background to the grievance and the employer's operations. I regard her testimony as reliable and consistent with the documentary material. Moreover, she was well placed to provide details regarding the CPIC system and implications for the employer of CPIC clearance for its employees in the bargaining unit. CPIC is ;r database operated by the Royal Canadian Mounted Police IRCMPJ that also interfaces with American law enforcement agencies and, as of June 2009, with Interpo[. The data contained within CPIC is wide-ranging including criminal rerlords, criminal charges, missing persons, outstanding warrants, probation orders, stolen vehicles, orders prohibiting firearm possession, and curfew orders. There are approximately 30,000 entries per day by Canadian law enforcement agencies. The inlbrmation is constantly being updated to reflect criminal charges, releases, warrants, etc. The Toronto Community Housing Corporation ["TCHC") emerged in20O2 from its predecessor organizations that had existed prior to amalgamation but has carried out esserntially the same functions. The employer operates community housing in various sites across the city. Its residents comprise some of the city's most vulnerable people: new immigrants, seniors, those with mental health issues, those fleeing rriolent relationships and the poor. Part of the employer's role is to ensure the protection and safety of those residents. The bargaining unit in question is a security unit referred to as the Community Safery Llnit ("CSU'J; OPSEU is the bargaining agent. The CSU operates on a twenty- four hour, seve represented by clerks, tlata en personttel supe two pri'i/ate se operated by TC Currenl.ly, in th ["CP0's); Parki the CPCI's are approximately of Special Co fewer than tha perform the sa regard 1;o their Enforcement These figures differenLt from changed some convenlence, to as "security The Spercial Co Initially set up Board (the "Bo TCHC, vvas en appendices de procedures an that, if the correctr:d to th appoint.ment o days per week, basis. There is also another bargaining unit CUPE, Local 79, comprised of administrative assistants, support clerks and a court administrator. There are management ising operations in both units. As well, there are contracts with rity companies to provide on-site security at the residences C. security bargaining unit, there are: Community Patrol Officers g Enforcement Officers ("PEO's"), and Dispatchers. A subgroup of gnated as Special Constables. At the relevant time, of the L CPO's, only about L8 are not also Special Constables. The number bles in the bargaining unit is capped at7 6, although there may be at any one time. The CPO's and Special Constables essentially e security duties, although there are significant differences with pe of authority, as will later become evident. There are B Parking icers and, of the Dispatchers,9 are full-time and2 are part-time. flect the point in time the grievance was filed but are not materially e current composition. Likewise, the managerial structure has hat but that, too, is not of relevance to the matter before me. For CPO's, Special Constables and PEO's are often collectively referred fficers". stable program is operated by the Toronto Police Service ("TPS). 2000, a further agreement between the Toronto Police Services rd"J and the employer, reflecting the change in the employer to the into in 2002. That agreement is quite lengthy, with various ing with equipment, functions and objectives, incident reporting procedures for handling complaints. Noteworthy is a stipulation ment is breached by the TCHC and such breach is not promptly satisfaction of the Board, the Board may suspend or terminate the Special Constables, individually or collectively, or terminate the Agreement enti pass all screeni background in discretion. Kamrool Moha many |,3ars. H and the additi integrated into Where approp lnitially, the e exampl:, if an i house dispatch dispatcher in o person In q house dispatc delays on the o time the CPO release the indi CPIC that war deliver the ind Boyce-Richard complyling with to follorrv the g control over th conducted in correctr:d. This initial rou cumbersome. 4 ly. In Item 1"6, applicants for Special Constable, inter alia, must g tests and shall not be appointed if the results of the tests or the tigations, are unsatisfactory to the Board, in its sole and unfettered ed is a Special Constable and, also, has been local president for testified with respectto the duties and responsibilities of the CPO's al authority of Special Constables. His evidence has largely been e narrative as consistent with that of the employer's witnesses. te, his testimony has been specifically highlighted. oyer only had access to the CPIC system through the TPS. For dividual was detained by a CPO or Special Constable, first the in- had to be contacted who then relayed the request to a police er to ascertain whether there was information on CPIC about the on. Any information from CPIC was then relayed back to the in- r and, ultimately, to the CPO or Special Constable. There were often r of thirty minutes in retrieving the information, during which Special Constable could be at risk. As well, only the police could dual if it was determined there was no relevant information from nted an arrest. In that case, the CPO or Special Constable had to idual to the nearest police station. stified that continued CPIC access is conditional upon the employer various rules for safeguarding CPIC information and its use. Failure delines could result in the loss of CPIC access; the employer has no continuation of that access. Compliance is monitored. Audits were 02 and 2008: fairly minor discrepancies were reported and for accessing CPIC information was time-consuming and nd, the volume of CPIC requests increased to approach 3,000 per year. Thus, in that ther emplo computer term The CPIiC Man extensive but, agency, TCHC, i There naust be any informatio request is legi of the CPIC svs The CPIC comp the dispratche on the CPIC ter and the CPIC CPO's, PEO's an The PEO's can can also req informaLtion co input thre data the dispratche informaLtion. communicated are traiLned in To ensure com training;guides CPIC Inliorma documernt, dispatchers, th directly requ 5 005, there was an agreement with Toronto Police Services Board r be granted direct access to CPIC, through its own in-house CPIC nal. I governs the usage and protocols of the CPIC system. The Manual is r purposes of this grievance, only some references are needed. The responsible for ensuring the security of the CPIC information. written policy on the dissemination of CPIC information. Before is released, the agency head or delegate must be satisfied that the te and the released information will not jeopardize the integrity or its users. ter terminal is physically housed in a secure room, separate from desks. The dispatchers are trained in the various information fields inal. Two managerial staff [the CPIC administrator, Karen Harvey, inator, Boyce-Richard) are also CPIC trained. Currently, the Special Constables contact dispatchers seeking CPIC information. nly request information on vehicles. CPO's and Special Constables a CPIC checkon persons and property. The dispatchers record the eyed by the CPO, Special Constable or PEO on a notepad and then the various fields of the CPIC terminal. Direct access to CPIC by results in virtually instantaneous responses to the requests for e request and the dispatcher's response are generally sing codes. The dispatchers, CPO's, PEO's and Special Constables ese codes so that the communication is very swift. liance, the employer has created policies and procedures, including dispatch control sheets, field control reports, and such like. The Management Directive [the "Directive"J is a comprehensive ring a number of topics. Included therein is the stipulation that only CPIC Coordinator and CPIC Administrator will be permitted to information contained and/or available through the CPIC. CPO's, Special Constables and PEO's can only indirectly request CPIC inl'ormation by con'[acting a dispatcher, Radio transmission is the usual form of contact for the requesl. and response. Allthe security personnel have radios with a microphone on the unil.orm's lapel for hands-free use. The requests could also be made via cell phones that the security personnel carry, The responses from the dispatchers, reflecting the specific outcome of the CPIC search, are broadcast in code over radio and canr be heard by everyone on shift. If detailed CPIC information is to be communicated, the dispatcher must use the central dispatch telephone line and the securigr officer receiving the information must likewise use a landline [not a radio or cell-phone). The user of codes to communicate the dispatcher's response has aLlready been noted. The cocles also reduce the likelihood that an individual who has been apprehended will un<lerstand what is said. Nonetheless, the Directive "strongly recommends", for reasonsi of officer safety, that requests for CPIC information not be completed when the subiect of the inquiry, or another unauthorized person, is able to overhear the request andf or the dispatcher's reply. Where that is not possible, those reasons must ber fully outlined in a general occurrence report or memorandum to the supervisor. It is also noteworthy that written references on a general occurrence report, rsupplementary occurrence, daily log or any other report or memorandum resu.lting from a CPC information request must be introduced without any reference to C,PIC, by using the introductory phrase "As a result of investigative inquiries...". The Sep,tember 2010 version of the Directive and its predecessor of April 2008 are identicaLl in these respects. The acquisition of a CPIC terminal on site at TCHC also led to significant changes in secu.ri$'. CPO's, Special Constables, PEO's, dispatchers and the afbre-mentioned managerial personnel all require CPIC clearance and must sign confidentiality agreements. The Special Constables are subject to a stricter background check, as are rlispratchers. The Special Constable program, as mentioned, is operated by the Toronto Police Service. The broad authority of Special Constables will be elaborated upon later. The private security companies referred to earlier do not have CPIC acc€rss ernd their employees are not CPIC cleared. In2007, there was a formal Memorandum of Understanding between the RCMP and the r:mtrlloyer regarding CPIC access. The document need not be set out verbatim, What is of import is that the employer therein accepted a number of obligations relaled to the use of CPIC information, access to the CPIC system and measures to ensure the security of the CPIC information. Boyce-Richard testified that it is the employer's obligation to ensure the integrity of CPIC, that the information must be kept confidential and not disseminated to non-authorized persons. She stated that it could br: catastrophic if information was released, for example, to persons with kno,wn criminalties, There are three "levels" of organizations with differing access to CPIC. A level 1 agerrcy [s essentially a law enforcement organizatioU a level 1, agency can add, edit and delete data on CPIC. Level2 agencies include organizations with security depiirtments, such as, the TCHC, the Toronto Transit Commission, and universities. Levell 2 agencies can only view the CPIC data. If there is a need to update CPIC, that must be done by a level l agency. A level 3 agency, in effect, is the Ministry of Community Safety and Correctional Services. That body can add or edit data, such as, a person's release or parole, but cannot delete data. SecuLrig' checks for the CPO's, Special Constables, PEO's and relevant management staff'arer conducted by the TPS. Since the dispatchers have direct access to CPIC, the initi;al background check is conducted by the TPS but then, during the eight to ten weeks orf training, the Ontario Provincial Police ["OPP'] carry out a further check. Boyce-Fi.ichard outlined the information that must be provided by the employee, includinLg a waiver; that detail need not be repeated herein. The forms are very thorough. Indeed, one part must be completed at the place of employment under superrvirsion and cannot be taken out of the office. Special Constables have an additional form to complete, as their background check is "enhanced" in view of their additional authority. It is possible for an individual to "fail" the Special B Constable security check but "pass" the CPIC clearance for CPO's. The employer has no inpr-Lt into the security check process and is simply advised as to whether the individual has "passed" or "failed" CPIC clearance. The unjLon's evidence was that the security check for CPO's was as rigorous as for SpecialConstables and thatthe forms to be completed were the same. In this instance, I have preferred the testimony of the employer's witne.sses who were more farmiliar with the process. Further, the distinction between the two classifications is supported by the fact that "refresher" checks were performed for Sper:ial Constables and dispatchers at defined intervals. Prior to the events culnainating in this grievance, the CPO's were only subject to CPIC clearance at time of hire. The.n, irr February 2009, TPS, through Staff Sergeant Barrat! raised a concern that, apart from Special Constables and dispatchers who were checked every five years, securiqr officers initially CPIC cleared had not had "refresher" clearances for quite some time. The TPS wanted TCHC to adopt the "refresher" clearance schedule for all secuLriq' officers in the Community Safety Unit. This concern of the TPS was expressed as a "very strong recommendation". Boyce-Richard testified that, in view of thLe irrformation shared between TCHC and TPS, it was important to the employer to update the CPIC clearance checks as TPS "recommended". Moreover, she stated that the Special Constable program could not operate without CPIC access. For TCHC, tlhe Special Constable program enhances the sense of security and safety for the resi,Cents in the community, The union did not dispute this, although Mohamed characterized the Special Constable program as an important "added" tool. He also confirmed that Special Constables possessed greater authority than CPO's and, in turn, CPO's who were not Special Constables had greater powers than the employr:es of the private security companies working on-site at the residences. Before proceeding further with the narrative, it is useful to digress and flesh out the greater authority of Special Constables, as compared with CPO's, under various 9 statutes. This section is not intended to be comprehensive but, rather, to give a sense of the Special Constable's enhanced role. The Criminal Code distinguishes between "anyone" and a "peace officer". For our purlposr3s, "anyone" refers to a CPO. Succinctly put, a CPO can arrest without warrant a person who is in the act of committing an indictable offence or a person who, on reasonable grounds, is believed to have committed a criminal offence and who is escaping from, and is being freshly pursued by, someone who has lawful authority to arrest that person. Much broader is the authority of a peace officer, a category that includes Special Constables. Essentially, the peace officer may arrest wittrout a warrant: a person who has committed an indictable offence or who, on reasronzrble grounds, is believed to have committed, or is about to commit, an indictable offence; or, a person who is in the act of committing a criminal offence; or, a person about whom there are reasonable grounds to believe an arrest or committal warrant is in force within the territorial jurisdiction irr which the person is founcl. Again, there is a level of detail in the statute that, in the instant matter, need not be recounted. Thus, a Special Constable is empowered to execute a Canada-wide arrestwarrant to process and to immediately transportthe individual to a police station. The Special Con:statrle is authorized to apprehend individuals under the Mental Health Act if there is a danger to that person or others and to transport the individual to a hospita.t. There is additional authority under the Trespass to Property Act and Provincial Offences Act. A Special Constable has the statutory power to seize liquor where ar person was consuming alcohol in a common area or was intoxicated. And, to give one other example, a Special Constable has the power to seize controlled subs;tances from individuals and to transport those persons, and the substances, to the police. If a llpecial Constable arrests an individual, it is up to the Special Constable to review the r:ircumstances, in the context of a CPIC chech to determine if the person may be releiaserl funconditionally or with a commitment to appear later in courtJ or taken to 10 the nearest police station. The acronym "PRICE" reflects the sequence of assessments; relevant to that determination: "P" - public safety interest; "R" - repetitive misconduct;"1" - whether the person's identity is cleary "C" - courl i.e., if there is a history of previous failures to appear in court; arld, "E" - evidence, i.e., if the release risked the destruction of evidence. Thus, CPIC mustbe accessed to conduct the "PRICE" evalutation. Boyce-Richard added that there is a Charter obligation not to arbitrarily detain an individual: if the person was delivered to the TPS when he/she should have been released, according to PRICE, without conditions, that would constitute a Charter violation. It is the responsibility of TCHC, as a k:vel 2 agency, to ensure the requisite tools, including CPIC, are available to maintain the Special Constable program. The CPO cannot release an individual who has been arrested. Rather, the CPO may request a CPIC check but then, the person must be conveyed to a police station or handed over to a Special Constable who would make the appropriate determination, in accordance with PRICE. Likewise, the private security officers cannot release an arrested suspect. Only Special Constables may transport an arrested suspect to a police station. Some aspects of Mohamed's testimony are usefully summarized at this juncture. He described the routine of a Special Constable. They work twelve-hour shifts that are rotated at specified intervals. On patrol, Special Constables respond to calls for assistance thLat could range from incidents of mischief to violencer. If the calls are more seriou:;, a co-worker will attend the scene as well. The areas patrolled include undergroun<1, surface, hallways and stairwells throughout the geographic region to which they are assigned. Mohamed stated that there are around five assaults on Special Constables each year, the majority of which result in injury to the officer. He confirmed thLat a CPIC check should be conducted outside of the hearing of an individual under arrest wherever possible, while still maintaining control of the person. On occasion, where control could not otherwise be maintained, the suspect might overhear the CPIC information communicated to the Special Constable in LT code. In some circumstances, as noted, the dispatcher must communicate via a land line to ia Special Constable who also receives that information on a land line rather than by radio or cell phone. Mohamed also confirmed that some CP0's [including Special ConstablesJ are regularly paired up in the field, depending on the geographic area, although the rnajority of security officers work alone. There is also a period once a week when the shifts overlap for four to six hours. The CPO's and Special Constables wear the same uniform, apart from a distinguishing pratch on the shoulder. As mentioned, the employees of the two private security companies providing basic security at the residences are not CPIC cleared. Those persons cannot effect arrests and must contact Special Constables to deal with serious issues. Mohamed testified that those personnel use a separate radio channel so that CPIC information being transmitted cannot be received on their radios, He did add that, if the security officers were in physical proximity to the Special Constable who was conducting a CPIC chech it was possible they might overhear the coded communication, It was the "refresher" checks implemented by TCHC in 2009 that eventually culminerted in the instant grievance. After discussions with Staff Sergeant Barrett, Terry Skelton sent an email to all CSU employees, including those employees who now would be subject to the "refresher" checks, explaining that CIPIC "refresher" clearance was now required for all CSU staff with direct or indirect access to CPIC. Skelton was the Director of the CSU at the relevant time and had held that position for roughly a decade. The results of the several clearance checks were not available at the same time. There is no reason, in my view, to identif,i the individuals who failed ttre CPIC checks beyond noting that four were permanent and three were temporiery employees. Neither the individual nor the employer was given an explanation for the failure to clear the CPIC check. The individual employee has no real power to ascertain the basis for the rejection and there is a very limited power to appeal. In only one instance, with the assistance of a lawyer and after more than a year of pursuing the matter, an individualwas able to learn of the reasons for the 12 failure to clear the CPIC security check. It is of some import that the reasons were not negligible. On the other hand, it is possible to fail the CPIC security check without having directly been involved in culpable misconduct. T'he employer simply has no means of extracting an explanation from TPS as to why an individual failed CPIC, in part because the grounds for the failure may compromise an ongoing investigation. The temporary employees were terminated with an exit package and given access to the Employee Assistant Program to provide support for the transition. They were also advised that, if the issue with the TPS was resolved and CPIC clearance reinstated, they were welcome to reapply for their positions. The employer was able to transfer the four permanent employees to positions in other assignments in another bargaining unit. Thus, the matter before me is a policy grievance and does not currently impact on any specific persons. The employer's position is that there is no obligation to place an employee in the CSU who has failed a refresher CplC clearance in a position in another bargaining unit, The solution with respect to the four permanent employees was, in effect, felicitous on this one occasion but was not compulsory. Further, the employer's view is that it is not appropriate to leave the individual in the CSU, The job postings for all security officers, including pEO's, now reflect the requirement that full security and police clearance be maintained. Following the "failed" security checks, the employer and the union discussed the consequences of the implementation of "refresher" checks for cpo's, The union submitted some options, including a pilot projec! for preserving the employment status of those individuals withou! in the union's view, compromising the integrity of the CPIC information. The specific suggestions are dealt with in more detail infra. Boyce-Richard was directed to investigate the interpretation of the guidelines and the distinction between "direct" and "indirect" CPIC access. There was no dispute between the parties, that the dispatchers have direct access. There were a number of emails amongst management with respect to the interpretation of the guidelines regarding CPIC access and the consequences for employees who fail the security 13 check. It is not necessary to recount those communications in any detail. A few highli ghts warrant reference. Boyce-Richard contacted the Ministry of Community Safety and Correctional Seryices, the RCMP and other agencies dealing with similar issues. All indicated that, to ensure the safety of the officers, radio communication of CPIC should not be eliminated as a primary or secondary method of transmitting CPIC information. The next excerpt from an email to Boyce-Richard from the RCMP merits repeating. "Therefore with officer safety in mind, information should be disseminated via radio transmission to those officers authorized to hear it, even if by doing so enables other on duty officers to hear it. "Keep in mind though that Chapter 1".2.7.L.L of the CPIC Reference Manual also states, 'Each agency having access to cplc records is responsible for the confidentiality and dissemination of information stored on the CPIC system. 'The dissemination of CPIC information is at the discretion of the CPIC agency head or delegate who is releasing the information and must be in accordance with existing federal and provincial policy and legislation concerning privacy and information access'. "Ultimately the agency head must be ready to accept responsibility for employees, who have not passed background screening to be exposed to CPIC information in the execution of their duties. While CPIC policy may be interpreted to allow this, it's the agency heads [sic] call." Skelton also wrote to Chief Superintendent Finck of CPIC seeking clarification of the distinction between direct and indirect access in the context of CPO's who have failed security clearance. His initial response is quoted, in part. 'CPIC information may be further disseminated within an agency as long as it is consistent with carrying out the duties and responsibilities of that agency. This could be considered 'indirect access'. 'A citation within the Code of Ethics is perhaps of most interest to you, with respect to your situation, and pertains to disclosure of GPIC information. .., t4 Disclosure It is essential thqt any disclosure of personal information should be authorized at the appropriate level and be in accordqnce with instructions specifically drafted for that purpose. These instructions MAY BE M\RE: RESTRICTIVE than the authorized disclosure regulations shown in the CPIC Re.ference lr4anual. Disclosure of computerized information may take many forms, including viewing records on computer screens, computer printout etpewritten material which includes information taken from computerized records, by word of mouth or by radio transmissions. It is essential that all agencies authorized to access CPIC data banks provide guidelines as to the release of information containing personal information. These guidelines must state to which organizations, agencies, persoks or authorities information may be disclosed, by whom and in what circumstances. "Each CPIC agency must formulate and provide guidelines to their employees which identify with whom CPIC information may be shared, how it may be shared as well as under what circumstance. These guidelines must meet CPIC srtandards at a minimum but could be more restrictive than those stated in the CPIC Reference Manual. "Toronto Community Housing Corporation ITCHC] has the authority to and should establish guidelines under which their employees operate with rrlspect to the handing of CPIC information, either directly or indirectly. This may include, for example, a requirement for a clean criminal record for all employees or for maintaining Special Constable status. The head of each CPIC approved agency is ultimately fully responsible for the adherence to all policies and procedures regarding the protection and use of CPIC systems and data, and therefore sets the rules within each agency with respect to cPIC information access." That letter was followed by a further request by Skelton that included the following paragraphs. "Does your indication of 'staff having direct access to CPIC information' also apply to our officers [not CPIC clearedJ who overhear all CPIC transmissions on the radio and who work with officers who are CPIC cleared and are able to access CPIC information through their query. "Our position is that all of our Officers and Dispatchers [which includes Special constables, community Patrol 0fficers, Parking Enforcement 0fficers, and DispatchersJ who have access to CPIC information through working with other 1-5 officers and/or radio transmissions are required to be CPIC cleared through our local Category L agency which is Toronto police Service. "ln the particular circumstances that initially caused us to seek your direction, these staff members were not cleared by Toronto Police Service for CPIC and as such we took immediate action to remove them from accessing CPIC info rmation within our unit, 'We just want to ensure that the Union who represent these officers do not get confused on the definitions of direct and indirect access, and feel that these officers [that they represent and have filed a labour grievanceJ have only indirect access and do not fall under the requirement of needing a CPIC background check through Toronto Police Service. "lt is our interpretation based on your correspondence that in the circumstances of the 0fficer's employment and position that they have the opportunity to access CplC information directly and do not fall within the definition described. In efforts to present our position at the Labour Grievance we require full clarity on this issue as this process will be quite intensive, to support the actions we took to protect the integrity of our CPIC system." The response of ChiefSuperintendent Finck is next recounted, apart from an introductory s entence. "ln you most recent letter you indicate that your 'agency has adopted the position that all of your Officers and Dispatchers (which includes Special Constables, Community Patrol Officers, Parking Enforcement Officers, and Dispatchers) who have access to CPIC information through working with other officers andf or radio transmissions are required to be CPIC cleared', This guideline is more restrictive than CPIC policy; however as was pointed out in previous correspondence, the CplC Code of Ethics states that it is your agencies prerogative to take this position and establish this guideline. "The cPIC policies were put in place to restrict'direct' access to authorized personnel to minimize the risk of misuse and dissemination of police information. With respect to indirect access to CPIC information, the availabiliry of monitoring devices which intercept police and emergency communications is; just one example of why the CPI Centre cannot impose policies on police agencies which require them to ensure that radio transmissions are not overheard by unauthorized persons. I believe it is more important for officers and dispatchers who accerss CPIC information to be mindful that the communications disseminated over radio transmissions can be overheard or intercepted. 1,6 'As long as your internal agency direction is not in contradiction with CPIC Policies and Procedures, the Toronto Community Housing Corporation is entitled to impose additional restrictions or guidelines as you deem necessary.,, Boyce-Richard testified that she concluded that, regardless of the distinction between "direct" and "indirect" access, TCHC has the ultimate obligation, as a level 2 agency, to ensure that CPIC information is disseminated in accordance with the standards for confidentiality and security. TCHC must accept the responsibility for employees who have not passed CPIC clearance but who may be exposed to CplC data' She also emphasized that the guidelines permitted an employer to implement policies that imposed higher standards than what was recommended to ensure the integrity of the CPIC information. Boyce-Richard testified that the TPS would consider the guidelines in the context of the Special Constable program. In her view, if the TPS concluded that TCHC was not protecting the integrity of the CPIC data, the Special Constable program would be put at risk. Boyce-Richard also contacted other level 2 agencies, including the TTC and the University of Toronto Security department to learn of their approach to the issue. The response from U of T was that the continued requirement for security clearance was specified in the collective agreement covering the Security Unit. The TTC clarified, in a discussion directly with Skelton, that the individuals would likely be reassigned to other positions within the organization. As well, the response of TpS was that a TPS employee who lost CPIC clearance would be suspended, pending the recommendation by the Chief of Police for the individual's termination of employment. The union proposed several options for continuing to retain CPO's who lose CPIC clearance without compromising the integrity of CPIC. An email fiom Mohamed succinctly sets these out and is next summarized, rather than quoted verbatim. A: Issue a separate radio channel with'locked'usage to those CPO's who are not cleared to conduct CPIC. L7 B: Issue a dedicated radio channel, along with earpiece to those officers who have CPIC clearance. c: The cell phone can become primary usage with the radio as backup [whichcovers the requirement for always having a channel openJ. D: Remember that all of the officers with two exceptions, had passed their initial CPIC checks but lost that clearance due to the recent refresherCPIC check required by Toronto Police Service. E: There is an average of 1 cplc check per day of which about Bit% are completed by phone. F: With respect to situations where staff overlaps [on most Thursdays for 4-6 hours), if an officer who is cleared for CPIC is paired up with an officer who is not cleared and a CPIC check has to be conducted, the offiier who is CplC cleared shall ask the other officer to remove himself/herself from within hearing distance, In the e-mail, Mohamed suggested that both management and the union conduct an internal CPIC pilot projec! on a monthly basis, implementing some or all of the union's proposals, to make sure that CPIC integrity was not being compromised. Officers who were not CPIC cleared would be told not to be withi.n hearing distance when a CPIC check was being conducted. The e-mail also expressed the union,s wish that the employees removed from the CSU for having failed CPIC clearance be brought back and that management and the union develop a policy or protocol on a "go forward basis" to respond if the situation reoccurred. Mohamed reviewed the above-noted options in his testimony. He stated that he regarded the risks of retaining CPO's who failed CPIC clearance as manageable in the cpntext of the union's suggestions and a pilot project. Boyce-Richard prepared a report for Skelton in which she assessed each of the various options proposed by the union and outlined the information received from the various sources, as noted above. Based on her experience as CPIC Coordinator and Special Constable Program Liaison, and on her consultations with other agencies, she concluded that all of the options suggested by the union were not operationally viable without compromising the functions of the CSU and the integrity of CPIC information. 1B It is appropriate to review Boyce-Richard's assessment of the union's specific proposals in somewhat more detail before proceeding further. Her report, dated May 20L0, was filed in evidence. Rather than quote the text verbatim, the content of the analysis is generally summarized, although some phrases or sentences are set out as written where that is more concise. Her report speaks of the CSU specifically but, for our purposes, this is equivalent to TCHC. 1. Change CPIC Transmissions to only Cell Phone The method of CPIC transmissions must always have the radio as a viable option fprimary or secondaryJ to transmit information to the officer from CPIC. In some instances, the officer may not have the option to dial or to receive information on the cell phone, particularly where an individual is under arrest and the situation is volatile. Radio transmission is more immediate. Moving to cell phone transmission only or as the primary option could impact officer safety in the field. 2. All non-CPIC cleared personnel work on a different radio band/channel This would mimic the security officers employed by third party contractors in the residences. However, the non-CPIC cleared CSU officers workvery closely with other CPIC cleared officers. There could be no guarantee that the integrity of the CPIC information was maintained. Disclosure could take various forms, including radio transmissions from CPIC cleared officers, word of mouth, and CPIC documents. As officers may be scheduled to work together regularly or for a portion of the shift, confidentiality would not be possible if each officer worked on a different radio band. Administratively, it would be extremely difficult to ensure that CPIC cleared and not cleared officers were not scheduled together or utilized as back up. This would set up a differential work environment for officers working in the same position. As well, if some officers are exclusively working on a different radio band/channel and needed back up or assistance, such requests would not be heard by other officers working on a different radio band/channel. 3. Different Radio Band/Channel for CPIC queries This option would raise the same concerns regarding confidentiality already noted in point 2. L9 4. Moving staff that are not CPIC cleared to positions within the CSU with no CplC requirement. All the field and dispatch positions require access to CPIC. The administrative staff do not need CPIC access but there is currently no availability ancl the skill set would be quite different. [Not mentioned expressly in this document but evident in the organizational chart, and implicit in her assessment, is that the number of administrative staff comprises only three or four persons. At the time of the grievance, there was one strategic safety analyst and strategic safety planner. The remaining positions are supervisory or managerial. The current organizational chart is not different in any wayrelevani to this issue. ] 5. TPS procedures relating to employees who did not clear for cplc The union received written confirmation that, at TPS, employees who did not clear GPIC were suspended pending recommendation by the chief of police for termination. The CSU's position was consistent with TPS and other agencies with CPIC access, including the Ministry of Community Safety and Con:ectional Services, the OPP, RCMP, and the UniversiW of Toronto. Excerpts from the conclusions of Boyce-Richard's report are next set out verbatim. "The decision that was taken by the CSU in relation to these employees was extremely difficult. It was made in consideration of all of the emprloyees within the CSU as the CPIC Program is vital to our work as well a requiremertt to support the Special Constable Program. If we are found not to be in compliance to the safe guarding of CPIC, our access would be immediately terminated. Once that occurred, the Special Constable Program would be in jeopardy. "The CPIC Program is closely monitored and audited regularly by the Ministry of Community Safety and Correctional Services and if we continued to employ person not recommended by TPS for CPIC in areas that have access to CPIC, our CplC access would be compromised. "CPIC is governed by a CPIC Reference Manual that establishes policies related to agencies such as ours having access to CPIC. It states that our CPIC backgrounds must be done by our Level L Policy Agency within our geographical location, in our case this is TPS. We have to obey the decision made by this agency in respect to our CPIC clearance requirements. If TPS indicate that a person is not trecommended for CPIC, our obligation is to ensure that this employee is removed from accessing CplC. We can not develop back doors for these persons to remain within a position requiring CPIC. We have to ensure that at all times the integrity of CPIC within Toronto Community Housing Corporation There is a liability to TCHC to keep staff in CPIC. "Recommendations 2A - CSU is maintained to the highest degree. CSU roles that are not recommended for L. Support the Decision made by the CSU in respect to the employees who did not clear background for Cplb. 2. Place any affected permanent staff in alternate positions fthey qualiff forJ within TCHC," In her testimony, Boyce-Richard elaborated upon her report. Her comments not already covered in the above document are succinctly noted. The use of a cell phone is technically permissible but communication by radio is a faster and more convenient means of requesting and receiving CPIC information. Officer safety may be impacted and, in any event, a back up means of communication is required. Field officers do not have ready access to a landline. Compliance with a request by a CplC cleared officer that a non-cleared officer move out of earshot when a CPIC check was sought could not be monitored. Therefore, TCHC could not guarantee the integrity of the CPIC information, It would also be difficult for the dispatchers to monitor two radio bands simultaneously. Critically, non-CPIC cleared officers could not find out anything about a suspect and that could jeopardize their safety. The cross-examination of Boyce-Richard was extensive and is next summarized. She agreed that the guidelines distinguished between direct and indirect access buf in her view, that still risked dissemination of CPIC information to non-CPIC cleared employees, given the way in which the CSU operated. The overarching obligation on the employer was to ensure the integrity of CPIC. She stated that, as TCHC was permitted to implement policies to increase the security of the data, such a response was preferable to risking compromising CPIC, given the potential consequences for TCHC. Boyce-Richard also stressed the vulnerable nature of the residents and that the security officers worked in high risk areas. She acknowledged that there was no explicit statement from TPS or another body that TCHC would lose CPIC access if non-CPIC cleared employees continued to work as security officers. Nor was there 21. an explicit statement from TPS that the Special Constable program would be closed if non-CPIC cleared security officers continued their employment with the CSU. However, Boyce-Richard reiterated that the employer was responsible for the security of CPIC information. Boyce-Richard confirmed that the usage of CPIC had declined overr the years: L,1IB in2007; I,L32 in 2008; 664 in2009;495 inZ0L0; but rose to 51ti in 201j.. That approximated one or two CPIC checks per day. She did not know how many of those checks resulted in "no information". Boyce-Richard described the process of requesting a CPIC check to getting a response from the dispatcher as quite fast. In an urgent situation, the security officer was to call TPS or 9'J,Lfor immediate assistance. Boyce-Richard agreed that TCHC retains some third party contractors to provide security in buildings but those persons do not have any cplc access. In an emergency, those personnel would call91L. If they arrested an individual, the TpS or Special Constables would be contacted immediately; the police or Special Constables would decide on the appropriate response once the CPIC check had been conducted. Boyce-Richard confirmed that the officers in the field are scheduled to work in pairs, sometimes on a regular basis and sometimes for part of a shift, depending on the geographic area. she conceded that, at times, it might be possible for an apprehended individual to overhear a CPIC check. TCHC policy was that the security officer would request a CPIC check out of earshot of an individual under arresr. However, as the officer had to maintain physical control of the individual, that might create a situation where that person could overhear the communication, in code, between the security officer and dispatcher. In redirect examination, Boyce-Richard confirmed that, although there was no explicit statement that CPIC access would be lost if those employees who failed CplC clearance were retained, TPS did express concern that CPIC information could not 22 be safeguarded if disseminated to non-CPIC cleared personnel. She also indicated that she interpreted the reference, in the first reply by Chief Superintendent Finck to Skelton, to prohibiting "further dissemination" of CPIC information as equivalent to disclosure and that TCHC was very much concerned with inappropriate disclosure of CPIC data. It is convenient at this juncture to summarize the testimony of Kathryn Asbury. She is a security consultant with extensive experience in strategic planning, governance, evaluation and performance assessment in the public and private sector, including the criminal justice system. Ensuring the security of information is embedded in all projects' From the 1980's onward, Asbury has been involved in over twenty major projects with TCHC with respect to various security and community safety concerns. For example, one report recommended increased enforcement authority for Special Constables to deal with emerging threats to community safety associated with crack cocaine and other drugs. Asbury has visited the community housing projects operated by TCHC or it predecessors in connection with her research and reports. Asbury was asked by Skelton to review the union's proposals for retaining security officers who failed CPIC clearance, including implementing a pilot project. Asbury testified that it was immediately evident to her that the issue must be viewed, not just as an operational matter, but more broadly as a question of strategic management and security. Her formal report to Skelton was also tendered in evidence. The document is thorough. Asbury considered the feasibility of the pilot project, the bigger strategic issues, and information required from TPS as a basis for developing a mutually agreeable solution. As to the feasibility of the pilot project, she outlined a number of complexities associated with the proposal, including the design of, a methodologlr to effectively track, measure and report on the effectiveness of the proposed safeguards. Also noted were risks to external credibility and internal credibility of retaining non-CPIC cleared officers. In her view, there would inevitably be friction amongst the cleared and not-cleared security officers who would have to be isolated 23 and differentiated from one another in some manner. Even that would not avoid vulnerabilities with respect to the release of confidential information. CplC access was a critical tool in ensuring a safe community. As well, the inability of some officers to access CPIC could well raise liability issues for TCHC if community safety was thereby affected' The report also flagged a concern for the number of security officers who could be retained after losing CPIC clearance before a "tipping point, was reached that would irreparably undermine the Special Constable program. Asbury described the pilot project as technically feasible if consirlered solely on an operational basis, albeit time-consuming costly and difficult to construct properly. 0n the other hand, the pilot project was ultimately of no utility in mitigating the risk posed by the loss of CPIC clearance. She acknowledged that the loss of employment would have serious impact on individuals but that had to be balanced against the TCHC's fiduciary duty to its residents and staff, and the need to comply with applicable legislation and regulations. While her report considers various alternative collaborative approaches, in her testimony, she returned to the basic question. The failure to pass security clearance required TCHC to conduct a strategic risk assessment if persons who failed CplC clearance were retained, As well, there would inevitably be an erosion of TCHC,s trust in those employees to carry out their duties. In her view, the strategic risks extended to residents, staff, visitors, corporate information and corporate image. These risks and the loss of trust could not be adequately addressed since the reasons for the failure of the securit5r check would not be disclosed by TpS. It is this absence of knowledge that undermined the utility of the pilot project since the TCHC was denied the means to adequately mitigate the risks associated with the retention of security officers who lost CPIC clearance. In cross-examination, Asbury agreed that the relatively low number of CplC checks conducted, if measured on a day-to-day basis, reduced the statistical likelihood of a potential breach of CPIC confidentiality. However, she emphasized that, although the risk might well be small, the consequences of disclosure could well be serious, 24 even catastrophic. She explained thatthe question of external credibility, of a non- CPIC cleared officer testiffing in court for example, was drawn from her extensive experience with various police services. With respect to internal credibility, Asbury noted the lack of trust by some of one's fellow officers toward those who lost CplC clearance could negatively affect the performance of the CSU. She confirmed that she did not speak directly with security officers or the union in preparing her report. She did rely on her knowledge of the Special Constable program gained from two prior reports she carried out for TCHC, during which she spoke with many Special Constables about their work. When pressed as to the distinction between direct and indirect access, Asbury reiterated her view that that would not al[er her conclusion. The larger issues were ones of trust and knowledge of the risk posed and that necessitated information as to the reason CPIC clearance was lost. Further, the regulations set the minimum standards whereas TCHC had to determine its own risk tolerance level. Asbury strongly disagreed with the assertion that other checks, such as a vulnerable sector screening, could appropriately address the concerns. She stated that the vulnerable sector screening for example, was a lower level check and, in any event TPS would already have conducted all of the relevant background checks. She added that, with respect to security of information, the trend over time has been to increase restrictions and safeguards. It is convenient to briefly explain that a vulnerable sector screening is conducted by a police force on application from an individual intending on working, or volunteering with the vulnerable sector. The screening may provide information on: a criminal record; outstanding charges; acquittal for reason of mental disorder; probation, prohibition or other judicial orders; convictions or pending charges under the Child and Family Services Act; apprehensions andf or contact under the Mental Health AcU and, suspect/culprit information where the release of such would not hinder any ongoing investigation. There was also reference to a local indices check. That, too, is conducted by police and may include, for example, isolated incidents of criminal nature, violations of provincial statu[es, contacts with the police as an accused or suspect (or an association or relationship with other 25 individuals who have had such contactj, history of alcohol or drug abuse, and credit history. Skelton, now retired, had been CSU Director for a number of years at the time the issue arose culminating in the policy grievance. Amongst those directly reporting to her was Boyce-Richard. Her testimony regarding the CSU, the acquisition of in- house computer access to CPIC, the breadth of the database and the events triggering the grievance was consistent with that of Boyce-Richard. Skelton characterized CPIC access as very important to the safety of the CSU officers in the workplace and the safety of the community they serve. She affirrned the importance of the Special constable program to TCHC's operations and stressed that continuation of the program was at the discretion of TPS. Skelton confirmed that CPIC clearance was a condition of hire for years; maintenance of CplC clearance is now reflected in job postings for all security officers. That is, the "refresher,, clearance checks are applicable to all security officers, not just Special Constables and dispatchers. Skelton stated that TCHC regards the loss of CPIC clearance as a failure to meet the requirements of the position. such persons would have their employment terminated but would be advised that, if the issue with TPS was resolved and CplC clearance reinstated, they could then apply for the next vacant position. TCHC was not prepared to assume the risks and liabilities associated with retaining an employee, in a position of trust, who could no longer have access to cplc information. Skelton testified that the union was advised on Augu st20, ZO0g, before the results of the refresher checks were known, that TCHC would have concerns about the ability of employees who failed CPIC clearance to perform their jobs without CPIC access. In a further meeting on Octobe r 13,2009, the union was informed that some employees had not passed the CPIC "refresher" check, although all the results had not yet come back. There was discussion about the view of TC HC that such persons, including some temporary and some permanent employees, 26 needed to be removed from the CSU workplace in order to protect the integrity of the CPIC system. Skelton confirmed that TCHC then took further steps to contact organizations with similar issues regarding CPIC, including the TPS, OPP, University of Toronto, and the Toronto Transit commission. Skelton testified that the responses were consistent: all regarded those who lost CPIC clearance as not qualified to hold the positions in question. The correspondence with the various bodies was submitted in evidence but need not be detailed herein. What was of import is that TCHC communicated that information to the union. At a meeting on fuly 20, 2ar0,the union,s alternatives, as already noted, and the union,s proposal for a pilot project to determine whether those persons who failed CPIC could be retained in the CSU were discussed. Boyce-Richard's report has already been covered. There were also further discussions with senior management regarding the possibility of a pilot project and leaving non-CPIC cleared officers in the CSU. To ensure a fair and impartial assessment, TCHC engaged Asbury as consultant. Asbury was provided with relevant material, including the union's proposal and additional information requested by the union, such as, the data on CplC usage. Asbury's report and testimony has already been addressed. In Skelton's evidence, she stated that Asbury's report was reviewed. The risks, complexities and potential liabilities specified in the report were carefully considered, including Asbury's recommendation that the pilot project not be undertaken, for the reasons given therein. Also considered was the possible impact on the relationship with TpS as the sponsoring organization for the Special Constable program. Skelton testified that the essence of the problem for TCHC was that the reason for the failure to clear CPIC was unknown. The security officers held positions of trust and worked within communities with vulnerable populations. TCHC could not ensure the protection of the integrity of the CPIC information if security officers who failed CPIC were retained in the CSU. The loss of CPIC access would negatively affect the ability of the 27 CSU to perform its functions, including the protection of the security officers in the field. Skelton stated that the creation of a two-tiered employee structure, where some officers had full access and others did not, was divisive. Ultimately, in consultation with other management personnel, Skelton decided that TCHC should not assume those additional risks and potential liability and would not proceed with the pilot project. She couched her decision as in the best interests of TCHC and the communities it served. In cross-examination, Skelton agreed that TCHC has not been directly told that access to CPIC would be lost andf or the Special Constable program ended if persons failing a CPIC clearance were retained in the CSU. She also agreed that TCHC did not conduct its own checks, including a local indices chech a vulnerable sector screening, and criminal records chech as the TPS would have carried out those investigations as part of the CPIC clearance. Skelton reiterated her view that a two- tiered division of officers between those who passed and those who failed CplC clearance would undermine the collegrality and close working relationship of the CSU officers. Skelton confirmed that data entry clerks and support clerks noted in the CSU organizational chart do not require CPIC clearance. However, they cannot input CPIC information and do not work in proximity to the dispatchers. As Director, Skelton is not CPIC cleared but never deals with CplC information. She indicated that the new CEO at TCHC requested a radio. He is not CplC cleared or trained in the codes; Skelton did not know if the radio is still in his possession or is ever used. In redirect examination, Skelton added that for TCHC to conduct its own background checks would fly in the face of the CPIC agreement with TPS to adhere to TpS recommendations regarding clearance. As well, the TPS review included broader issues, such as, affiliations and familial relationships, that could also be cause for concern. 28 The collective agreement is virtually silent on the implications ol. failing a "refresher" cPIC check. There is the following management rights clause. 'Article A - Management Rights The parties agree that it is the exclusive function of the Employer to manage the organization subject to the terms of the collective agreement. Management's rights include, but are not limited to, the following: aJ determine function, complemen! organization and location;b) determine assignment of worh work methods and procedures;c] hire, classiff, promote, demote,layoff, assign, recall, appoin! appraise, train, transfer, discharge, suspend or otherwise discipline subject to an employee's right to lodge a grievance as provided for in this Agreement;dl select install and require the operation of any equipment or machinery. Management agrees that these functions will be exercised in a fair and reasonable manner." And, Letter of Understanding #9 - Special Constable Re-qualification reads: "ln the event that an employee does not re-qualisr for Special Corrstable status, or decertification is recommended, the Employer shall continue to pay the employee the Special Constable premium until a final decision is made ny fne Toronto police Services Board as per the Police Services Act, In accordance with the Memorandum of Agreement between Toronto Police Services Board [TpsB) and Toronto Community Housing Corporation ITCHC) regarding qualifications for appointment of Special Constables, the TCHC must satisfli the requirement of good chiracter, reputation, and suitability of each applicant. The TCHC commits to resubmit the employee's application should assurances be made that any issue that compromises the employee's good character, reputation, and suitability are resolved. The employee shall provide all necessary documentation to substantiilte this assurance.,, SUBMISSIONS The submissions of the parties are next set out in an abbreviated tform. The union's representative reviewed the evidence in some detail ilnd, helpfully, provided a summary of her argument. The union did not dispute that dispatchers require CPIC clearance as they have direct access to CPIC. However, that was contrasted with the indirect access of the other security officers to that information. 29 It was argued that TCHC's position was in excess of the required standards for safeguarding CPIC information. Further, the policy constituted ar unilateral rule that did not meet the test enunciated in KVP, infra. Nor, was the policy consistent with the concept of progressive discipline or just cause. While conceding that TpS is responsible for conducting CPIC checks and that neither TCHC, nor the individual, is advised of the reasons for failing CPIC clearance, she argued that the interests of the employee were not adequately taken into accoun! particularly since the consequence was loss of employment and there may have been no culpable conduct by the employee. TCHC was properly concerned about the vulnerability of the tenant population but it was stressed that the personnel of the private security companies worked in the residential buildings and were not CPIC cleared. And, the new CIIO of TCHC was given, on his request a radio but was not CplC checked. It was contended that the union's suggestions, which she reviewed, were operationally feasible and TCHC could also conduct other checks, such as a vulnerable sector screening to allay concerns with respect to the security of CplC information, the integrity of the Special Constable program and the safety of the security officers, Also relevant were the relatively few CPIC checks conducted, when measured on a daily basis, and that the overall levels of CPIC checks had declined over the years. The union acknowledged the importance of the Special Constable program, supported keeping the numbers of those persons at the maximum level and did not challenge the requirement that Special Constables, because of their status as peace officers, must submit to "refresher" cplc checks at five year intervals. The union did not challenge the requirement for CPIC clearance at the time of hiring but the union's representative asserted that a security officer sho uld not lose his/her job because of a failed "refresher" check. The other cases, noted below, were reviewed in support of her contention that an order be issueld directing the retention, in their positions, of the small number of security officers who did not 30 pass the "refresher" clearance. It was clarified that, should a Special Constable fail a "refresher" check, that individual would move down to the CpO classification, even if that meant bumping out another CPO. It was also conceded that there might be circumstances wherein the dismissal of an employee who lost CplC clearance was appropriate on a case-by-case basis, consistent with the law and the collective agreement. In the alternative, an order was sought to require TCHC,s ,,best efforts,, to place the individuals in suitable, equivalen! positions elsewhere in the TCHC. cases cited: zhangv. [200s] c.p,S.L.R.B. No. 175 fMackenzieJ; IffP, [1965] O.L.A.A. No. 2 [Robinson); Sensenbrenner Hospital, Kapuskasing. 120021 O.L.A.A. No. 602 [BrentJ; [1988] O.L.A.A. No. 52 [SolomatenkoJ; Bell canada. [Lggt]c.L.A.D. No. 34 (Shime). Employer counsel reviewed the evidence with respect to the strur:ture of the bargaining unit, the nature of the work performed, the significance of CplC clearance and the nature of the community served. As a general principle, he argued that the loss of CPIC clearance rendered the individual unable to perform the duties and responsibilities of that position. It was not a question of fault, bla.me or the reason the CPIC check failed but more akin to positions requiring specific certification or licence' If that certification was lost, the individual could not continue in the position. In the instant case, virtually all of the positions needed to access CplC: there was nowhere else in the bargaining unit that those who failerd CplC checks could be transferred. Further, there was no certainty that, if a Special Constable failed a "refresher" check, he/she could be bumped down to a CPCIand another CpO promoted to Special Constable since the clearance checks for the latter position were more rigorous than for CPO's. It was also submitted that the employees in the csU should be held to a higher standard than in other sectors. Counsel stressed that the information contained in CPIC went beyond Canadian sources to include American law agencies and Interpol. Thus, the risk of improper disclosure, even if small, could result in great harm. It was TCHC's responsibility to judge the acceptable level of risk and TCHC management was ultimately accountable 31 for the security of the CPIC information. Counsel noted the distinction between direct and indirect access referenced in the documentation but emphasized the difference between an accidental overhearing of information provided in code [such as someone using a police scanner) and what disclosure TCHC could control. Counsel conceded that it was not possible to know for certain what would happen if the "strong recommendation" of TPS that security officers undergo "refresher,, checks or if those who failed were retained in their positions, He contended that it was a reasonable inference that the continued access to CPIC ancl the Special Constable program were at risk if TPS recommendations and findings were ignored, particularly in view of the terms of the agreements with the RCMp and TpS providing for the termination of those agreements by those law ernforcement agencies. It was not a matter of TCHC's ability to rule out some reasons why the CPIC check was failed but the basic issue of the loss of confidence by the TpS in the safeguardlng of CPIC information by TCHC. That CPIC clearance was a valid condition of hire, which was not disputed, demonstrated the importance and reasonableness of the requirement that cplC clearance be maintained. It was subrnitted that TCHC considered the options suggested by the union, as reflected in Boyce-Richard's repor! and hired an outside consultant to review the feasibility of a pilot project. Asbury's report indicated that a pilot project was technicall5r' feasible, although difficult to design, but her broader assessment was tha! implicit in the loss of CPIC clearance, was the loss of trust in the employee. In the absence of knowing the basis for failing CPIC, employer counsel argued it was reasonable for TCHC to decide that the risks should not be assumed. Counsel reviewed the jurisprudence in support of his position, inciicating that the cost administrative inconvenience and the duration of any accommodation were also legitinnate factors for TCHC to consider, which it did. He argued that the test was not the reasonableness of the union's suggestions but whether TCHC considered those options and had reasonable grounds to reject those proposals. The likely impact on the relationship amongst officers and the practical impact on r1't \32\ \ operatiohs of creating two classes of officers, based on whether there was CplC \v, p4evv vrr vvrtuLrrul LIIEI c vvd5 clearancf, werE appropriate considerations. In summf ry, with respect to placing those persons who failed cplc clearance elsewher! in the cSU, counsel emphasized that the nature of the bargaining uni! includin8]its relatively small size, precluded that option as a practical matter. Further, }|e argrled that there was no legal obligation to place those individuals who failed CPIC cleafance elsewhere at TCHC, in other bargaining units. Thus, counsel submitte$ that the remedies sought by the union should not be granted. Cases ci: Ontario lockey Club. ltg77l O.L.A.A. No. 4 (KennedyJ; Grearcr_Tors$q 120041C.L.A.D. No. 524 (BrentJ; Ontario Hydrs lIgs7lO.L.R.D. Nairn); Moncton (cir,vl 2004 cLB L3210 (Gormanl; [N.v. Durham 2012 ONCA 428 (Ont.C.A.J; Bell Canada. supra; CiW of [Springa (200E),152 L.A.c. (4th) 43 (BrandtJ; Hamilton (ciwJ, 2000 cLB t2sLZ ); Innisfil [Town]. L997 CLB 12569 [LevinsonJ. In reply, t$e union's representative submitted that the collective agreement was not negotiate{ with TPS and TCHC could not ignore those obligations. Further, TpS wasga only conclrned With CPICaccess and not the competence of the individuals to otherwise perfonm their duties and responsibilities, The cases cited by employer counsel wfre disltinguished as not applicable to the instant circumstances. As well, there was iro eviflence that creating two categories of officers, based on whether they were plearefl for CPIC would be divisive. Finally, without knowing the basis for the failure to cle4r CPIC, it was speculative to conclude that the reasons would compromile the integrity of CPIC or the Special Constable program. Thus, it would be unfair tg terminate an individual's employment based on speculation. DECISION The jurisprudencle referred to by the parties has been reviewed and is discussed as appropriatp. 33 The cases may conveniently be grouped into two broad categoriers: those dealing with loss of a driver's licence and those addressing security issues. I first turn to those instances where the loss of a driver's licence impacted on the ability of the employee to carry out the usual duties and responsibilities. One case relied upon by the union, and cited in several other decisions since, is Bell Canada. supra. The grievor therein was a line technician who dr.ve a vehicle to perform his job. He lost his driver's licence for impaired driving r^/hile off-duty and was subsequently fired. In the Past, the grievor had also worked as a material handler, which position did not require a driving licence. There was no evidence that the company had considered placing the grievor elsewhere, or that he could not be accommodated without affecting the company's production nereds. The next excerpt captures the arbitrator's reasoning. "9. .'.An employee who loses his or her driving licence for violation of the Highway Traffic Act fcitation omitted], or a similar statute need not suffer a loss of employmen! even where the employee is required to have a driving licence in order to perform his or her duties. An employer is required to act."uronibly and must balance its interests in maintaining production with the grievor's inteiest in retaining his or her employment, Also some care should be taken to ensure that the employee is not penalized twice for off-duty conduct but rather that there is a legitimate and significant employer interest that is being protected. And, finally, in the loss of licence cases there is a presumption that an employee s;hould be suspended until other work is available or the employee's driving privileges are restored." In his analysis, the arbitrator cited an earlier decision of his between the same parties fBohan grievance, unreported, Novemb er L4,l9B4) wherelin he asserted the following. "One must expect that employees from time to time will be found guilty of violating provincial traffic laws, or even the Criminal Code, with the result that penalties imposed will indirectly affect their ability to function at work. Ther loss of a driving licence for violation of the Highway Traffic Act is not an extraordinary circumstance. While we do not condone drinking or driving offences, they may be considered as part of the normal incidents of life for the average employee. Should an employee who is penalized for violating the law also suffer in his or her employment?,, 34 Arbitrator shime, in Bell canada, supra, issued a declaratory order reinstating the grievor but directing the company and the union meet to determine if the grievor could be absorbed into the workforce without disrupting production requirements. counsel for the employer also cited jurisprudence addressing the loss of a driver,s licence and it is to those three cases that I next turn. The situtation in Town of Innisfil. supra, involved a two-year suspension of a driver,s licence tflor impaired driving. The grievor's position required that he hold a class ,,G,, licence' What is important to the matter before me is that the Town ultimately discharl;ed the employee who then grieved: he sought reinstatement to his position, although without being assigned driving duties, or a leave of absernce with the right to return once the suspension was lifted. I need not address another issue regarding accommodation of a handicap, namely, alcoholism. At paragraph 19, the arbitrator found that a Class "G" licence was reasonably related to the dutier; of the position and that "driving is an integral, essential and significant component', of the job. The employer had considered, but rejected, other alternatives to discharge, including removing driving duties, "doubling-up" with another employee, orher bargaining unit and non-bargaining unit positions, and hiring an outside contractor or a temporary replacement employee for the period of the suspension. The arbitrator concluderd that the Town's rejection of these options, as not operationally feasible, was reasonable. Also relevant to the analysis was the length of the suspension, the small size of the workforce and "the fact that there was no alternate work that the grievor hrere could effectively do within or outside the bargaining unit due, in parl to restructuring and lay offs in other departments" [at par. 30J. u.ttimately, it was concluded that the discharge was for just cause. As he stated, at paragraph 2B: ,,ln my view, the Town's legitimate interest in having the grievor,s wa.terworks Operator job duties performed efficiently for two years is not, in these particular circumstilnces, outweighed by the grievor's interest in keeping his employment keeping in mind the grievor's approximately 20 months of seniority,'. 35 The next decision in chronological order is that of the erwpfxarnilton. supra. Again, other issues, including accommodation of a handicap and the sequence of events need not be addressed. What is critical is that a convictio n for failing or refusing to provide a breath sample resulted in the suspension o;f, the driver,s licence for two years and the grievor was discharged from his position ars a sanitation worker' Arbitrator Springate adopted the analysis in Bell Canad;L supra, that an "emplolrer must balance its interests in maintaining production with the employee,s interest in retaining his or her employment" fat par. 94). rnpass,tng he commented on part of the reasoning in Bell canada, supra, as follows. "[97] The views of :9?grylegarding drinking and driving have changed considerably since Lg94when Mr. Shime made his comments about Jrinking ordriving rrffences being part of the normal incidents of life for the erverage employee. Increaserd recognition of the harm caused to innocent victims by drinklng driveis has led to a marked increase in the penalties that courts now impose on p..ron, who eng,age in such activity. This includes lengthier driver's licence suspensions that can impact on an employer's ability to continue an individual in employment.,, The cru>rl of his reasoning is found in the next excerpts. "[101] T'he only position where the employer could reasonably have employed the grievor was as a labourer with no driving responsibilities. Despite its goal of having all publir: works employees hold a D Z licence, the employer stiil employs a number of labourers who do not hold such a licence. The evidence establishes, towever, that there was, and is, no permanent labourer vacancy the grievorcould move into. Further, the union did not suggest that the grievor had a right to displace another labourer. "U021 The evidence indicates that the only way for the employer to employ the grievor on an on-going basis would be for it to continuously try to find and/or create w,ork for him. While it is reasonable to require an employer to engage in this type of approach for a relatively short period of time, two years is simply too long. Because of the extended period of time involved, the employer's interest in efficient operations outweighs the grievor's interest in continuing to work for the employer." Finally, tlhere is the more recent decision in the City of Brockville. rsupra. The grievor was convicted of impaired driving, resulting in the suspension of kris licence for twelve months and a further twelve months wherein any vehicle clriven must have 36 an ignit'ion interlock device and an additional year due to the grievor,s delay in enrolli'g in a "Back on Track" program. while the grievor was demoted to a labourer position pending the outcome of the impaired driving charge, he was ultimately terminated. There was extensive evidence regarding the employer,s operations and the duties of the position held by the grievor. The union suggested several alternatives, including "doubling up" with another employee, being driven to and from the worksite, and being granted a leave of absence. It was held that these alternatives were not feasible operationally. In particular, the grievor would be unable to perform the regularly scheduled on call emergency duties. There were no other duties sufficient to occupy a full-time workload. As well, the cost of installing an ignition interlock device on all vehicles was prohibitive and might cause resentment amongst other employees who would also be required to use those devices before driving. In view of other provisions in the collective agreement, granting a leave of absence and later reinstatement would necessitate the layoff of the replacement employee. That, in turn, would prevent the employer from hiring temporary workers and summer students, thereby compromising the City,s ability to fulfill its public mandate. The reasoning in Brockville. supra, canvassed the analyses in Haudllqu and Innisfil. noted above' In line with those cases, and in view of the duration of the licence restrictions, the grievor's interest in retaining his employment was outweighed by the employer's legitimate interest in carrying out its functions in a "timely and efficient manner" (at p. 5BJ. Somewhilt akin to this line of cases is the decision, also relied upon by the union, in Sensenbrenner Hospital. supra. One question to be determined therein dealt with claimed payment for tuition and books; that is not relevant to the matter before me. The other issue involved the failure of the grievor to obtain the certification required for all paramedics, pursuant to changes to the Ambulance Act. The hospital terminated the grievor's employment. The arbitration board held that there was no 37 just cause to discipline the grievor as he had not committed any misconduct. The result c,f the grievance is reflected in the penultimate paragraph, next set out. "28. Gi'ren that we have determined that the Hospital does not have just cause todischarge or discipline the grievor, and given the provisions in the collective agreement to which we have referred above, what then should be done with thegrievor'? In the first place he is entitled to have his status as an e mployee of theHospital reinstated, with all the seniority and other entitlements to wirich hisser!'ice and seniority would entitle him as of the date of his discharge remainingintact. r,//e believe that the most appropriate way to deal with the gii.uo. under all of the circumstances before us is to consider that as of fthe terminltion date] he wasplaced crn leave of ab-sence without pay for a period of twenty four (24)rnonih, ithusame perriod a laid off employee retains recall rightsJ unless ierminitei earlier by the grie'ror or by agreement of the parties. For the period of his Ieave the grievorwill be erble to applyfor all postings, just like any other bargaining unit employee, and will have the right to be considered for postings just like any other bargaining unit employee' He will not be entitled to any compensation or benefits during theperiod c'f his leave' We leave it to the parties to airange the details of the leavl and the method by which the grievor will be informed of anv vacancies.,, Before leaving the Sensenbrenner case, setting out another paragraph from that decision is warranted. "25. The Hospital has argued that it was prevented by law from employing the grievor. Surely the Ambulance Act and its regulations would have nothing to say about the grievor's employment with the Hospital in any capacity other than as a pararmedlic. If this were a bargaining unit made up solely of paramedics, then the Hospital's argument might possibly have some justification; howevel this is a bargaining unit with many different classifications in it and the Hospital is not prevented by the Ambulance Act or its regulations from employing him in any save the paramedic classifications." The second line of cases more directly addresses issues of security clearances. The two clecisions cited by the union are first reviewed. The 198€l decision in Municipality of Metropolitan Toronto, supra, involved a policy grievilnce challenging the employer's implementation of security checks for those janitorial and municipally o police as part o documernts fo police with res janil-orial servi application of the exercise of The arbiitrator checks vyas not checks resulted which was for next excerpt. "31 In myview, that the Municip be accountable security checks funct,ions in a agreement. Mo system of securi affecl-ed by the coller:tive agree The right in qu discrimirratory. was "unsuitable" obligation to e substantively to The arbitrator di princliple but tha revievr the securi that this decision 3B intenance employees working at police stations housed in ed buildings' The request for security checks was initiated by the a broader upgrading of security arrangements. There were no ally setting out the arrangement between the Municipality and the to the use of the premises or the provision of maintenance and s' I need not review the portions of the decision dealing with the e charter or arbitrability. The collective agreement stipulated that nagement rights must not be inconsistent with other provisions. rved thatthe propriety of the police force's interest in securiw fore him. Further, if the city's failure to implement those securiw n the loss of bargaining unit jobs, that was an "economic reality,, e parties to resolve. The core of the analysis was expressed in the t is not a reasonable construction of the collective agreement to sayrlity can delegate its managerial functions to a third-party and not the actions of that other party. ... By adopting the policy of it did in this instance the Municipality exercised iti management nner which was inconsistent with the provisions of the colLctive specifically, it was in violation of the agreement because this 'checks effectively deprived an employee who might be adversely licy from exercising the full extent of his or her rights under theent" ion was the opportunity to challenge a transfer request as nce the Municipality would only be advised that the employee following the security check, the Municipality could not fulfill its re the transfer was free from discrimination and could not reply e grievance. note, as an aside, that security checks may not be unreasonable in the procedure in this instance did not provide for a mechanism to determination. Atparagraph 33, he added that"',1 emphasize does not stand for the proposition that the employer is without 39 contrac:tual competence to institute a rule or policy of security checks for its cleaLners at police stations. It merely finds that the policy which was subject of this gri€rvance was in violation of the collective agreement,,. The Zhe4g case, supra, involved the discharge of an employee following the revocation of her "secret" clearance in conjunction with the failune to receive the "ToP Secret" clearance needed for her transfer to the Privy Council Office from a positionLwith Industry Canada. The termination was characterized as non- disciplinary. Where security clearance was revoked, the personnel Secu.tv standard, promulgated by the governmen! mandated consideration of reassignment or appointment to a less sensitive position at an equivalent level, if possible, or a lower level. At issue was the extent of the employer's obligation to "search 'Ciligently" for alternative positions or whether there were ,,exceptional circumsl-ances" which relieved the employer of this obligation (par. s7). The adjurcicator held that the search must extend throughout the other departments and thertl was no evidence grounding a finding of exceptional circumstances. The griev'ance was allowed in parf in that the grievor was reinstated to a leave with pay status for two months to permit the employer to diligently search for an alternative position. Nonetheless, the next passage from the decision is probative. "67 ."The employer had an opportunity to introduce evidence in reply to contradict Ms. Zhang's testimony that her enhanced reliability status had not been revoked or cancelllecl. Consequently, I must proceed on the basis that her enhanced reliabiliw status wa s not cancelled or revoked "68 If thr:re was evidence that Ms. Zhang's enhanced reliability status had been revol'led, I would accept the fact that the employer could not make a diligent search for alternLate positions. However, on the evidence presented, she r,etainJd nut enhancecl reliability status at the time of her termination of employment. If the employer had concerns about Ms. Zhang's reliability, it could hive revoked her enhatrcecl reliability status. It is likely that such an action would have effectively eliminated all possible alternate positions. (This is based on my assumption that there are few, if any, positions with the public service that are at a level lower than enhancedl reliability.i However, it is not open to the employer to justify its failure to searclh for alternate positions on the basis of concerns about reliabiliW without revoking the grievor's enhanced reliability status.,, 40 Employer counsel countered with three cases also addressing security concerns. The Ontario Jockey CIub decision, supra, involved a machine supervisor and ticket seller charged with offences relating to the use of premises as a betting house and the operating of a betting house. The company had contacted the police and learned that it was believed that there was a good case against the grievor. pending disposition of the charges, the grievor was suspended without pay. There was no dispute that the grievor's guilt or innocence was not the issue. Rzrther, the company bore the onus of satisffing the arbitration board that the presence of the grievor on site constituted a "reasonably serious and immediate risk to the legitimate concerns of the employer" [at par. 6J. In finding the company had satisfied that onus, the arbitration board focused on the "unique nature of the business conducted by the fockey Club" (at par. 7J. The reasoning continued: "7..,Under the provisions of the Criminal Code, bookmaking is in general a criminal activity and within the Criminal Code, there is specific recognition of certain limited areas wherein legalized betting is permitted. The Jockey Club constitutes one of thelimited exceptions wherein legalized gambling can take-place within the existing law. For that reason, it is not only within the legitimate interests of the Jockey Club, but it is indeed a basic requirement of its continued legal existence that it rigorously avoid any form qf association with the illegal forms of bookmaking. For that reason it has the very strict policy of barring from its premises any person that is either directly or indirectly related to the ilregar aspecG of bookmaking.,, The above paragraph also included the following statement: "Since the presence of an individual under the shadow of a betting-related charge is not permitted on Company premises, there would be no alternative areas of employment or modification in the supervisory procedures which would meet the basic objection of having the grievor present at the track.,, In summary, as noted at paragraph B, the "suspension is not really disciplinary in nature, but rather is protective to the [employer's] interests": the "mere existence of the charge" was held to "substantially undermine the effectiveness of the employee in the work environment". Thus, the grievance was dismissed. 4L In the LrglqrMqnglqn, supra, the grievance challenged the discharge of an employee' of the several issues raised in the grievance and the preliminary jurisdictional issues raised by the employer, I need focus only on the security clearance dispute. The position in question was that of a telecom operator in the regional RCMP office' Telecom operators have access to CplC and the police Information Retrieval system ["plRs"j and the authority to add or delete information inputted by the RCMP in their detachment. As well, they would have knowledge of ongoing investigations and full access to the investigative files. security clearance at the "enhanced reliability status,,was an essential job requirement. The RCMP conducts the security checks and its decision to grant trr withdraw clearance is solely in its purview, without input from the City. Security clearance is repeated at five-year intervals but could be reviewed at any time. At par. 59, there is noted the following: "When an investigation is conducted the persons who are being investigated are informed about the process and certain prescribed forms are used. A check with respect to associates is conducted, particularly with a view to any vulnerab ility to blackmail". Commencing in t998, the grievor worked in the volunteer position of auxiliary police officer and received the requisite clearance. In that review, she disclosed a prior common law relationship with a man freferred to as "A") with whom she had three children but who, at times, was a prison inmate for various offences. In 200 j., she applied for the position of telecom operator and, initially, received the security clearance needed for that post. At that poin! 'A" was again incarcerated. Soon thereafter, it emerged that the grievor had sought, or agreed to, overnight trailer visits with "A". There was some confusion as to the reasons for the visits but, ultimately, nothing turns on that. The RCMp decided to update the grievor's security status; Ultimately, the clearance was revoked on the basis that she was "unsuitable" for the position of telecom operator. The City, without investigating other job opportunities, terminated her employment. 42 There rvas evidpnce as to the reasons for failing the security check. The RCMp was concemed abo$t her continuing association with ,A,,who was in prison for drug trafticking and was considered a risk for having drugs brought into the penitentiary. The Force was also concerned about telephone calls from ,,A,, tothe grievor,s home and that the grigvor initially advised the RCMP that she had very little contact with "4", The arbitration board ruled that the grievance was arbitrable because of the non- discrimination clauses in the collective agreement and because discrimination on the basis of family status was alleged. It was found that there was no discrimination as the grievor had "misrepresented or withheld information with respect to the extent of her relationship" with '4" [par. 63). "lt was the nature and extent of the continuing affiliation between the Grievor and [,,A,,] that caused concern,,, not the fact that they were formerly common law spouses with children together [par. 64J. The arbitration board also noted that the employer did not discriminate against the grievor since it was the RCMP that conducted the investigation and made the determination that the grievor was no longer suitable for the position telecom operator as she did not have the necessary security clearance. As stated in paratrJraph 69, "this is not a situation over which the Employer had any control and it was understood by the Grievor when she applied for the job that she would have to obtain and maintain the security clearance.,, The last of the three decisions was the award in supral [the "GT&I"J. The two grievors were first suspended, and then dismissed, on non-clisciplinary grounds as there were no allegations of wrongdoing or misconduct. The vrorkplace stlspensions flowed from the suspensions of their security clearances and the discharges were a consequence of the subsequent revocation of those clearances pursuant to the Airport Restricted Area Access Clearance program ("ARltACP"). Thq next paragraph concisely describes the setting. 43 "3 By'way of background, since L996 the Employer has operated Lester B, pearson International Airpor! the largest airport in canada. As an'aerodrome operator,uncler the Aeronautics Act and its regulations it is required by law to establish andmaintain certain security measures. Transport canada sets the minimum standardswhich lthe Employer must meet in order tosecure the airport. As part of thosestandards, Transport canada requires that all of the Empioyer,s employees whohave access to restricted areas of the airport [essentially those u..u, *hur.passengers must pass though security screening to enterJ must have a restrictedarea access pass. In order to obtain that pass, employees must be cleared byTransport canada both_on hiring and at periodic intervals during their employment.In a'ddittion, Transport canada can decide to suspend or evoke clearance at any time,The Employer is never informed of the particular information on which a decision torevoke was made; it is informed only of thu section under the AMACp standardswhich rvvere invoked to do so, If clearance is revoked there is the right of appeal tothe lFederal Court of Canada,,, The section under which the grievors lost security clearance reads: "The objective of this Program is to prevent the uncontrolled entry into arestricted area of a listed airport by an individual who a' is known or suspected to be involved in activities directed toward or insupport ofthe threat or use ofacts ofserious violence against persons or prroperty; br' is known or suspected to be a member of an organization which is known or suspected to be involved in activities directed toward or in support of thethreat or use ofacts ofserious violence against people o. p.op".ty, c' is suspected of being closely associated with an individual whols known or suspected of i. being involved in activities referred to in paragraph (a); ii being a member of an organization referred toln parigraph [bJ.', Over the years, the employer had conducted vulnerability assessments resulting in enhanced security measures and, after September lI,z}}r,the ernployer and Transport canada again increased security standards, In 2003, the employer required that all employees must continue to retain security clearance as a condition of employment regardless of whether their jobs needed restricted area access passes. In that respect, the employer's policies were stricter than the minirnurn standards set by Transport Canada; there was evidence that the GTAA 44 standards are often adhered to by other airports in the country. At paragraph 5, the arbitrator observed: "[The employer's] evidence was uncontradicted that the airport is considered to behigh ris;k potential terror target and that its shutdown would result in a significantnationerl economic problem. Not surprisingly, the Employer is concerned aboutpotential criminal and terror activities wrrich could afiect its operation and thesafety of those who frequent the airport.,, The jobs in question were referred to as "PIR's". Approximately 70o/o togg% of the duties c:ould be carried out in non-restricted areas. while much of the information available to the PIR is also publicly available, some is not. plR,s can monitor emergency frequencies in the office and are advised about what systems are down. crowd control in the baggage area was noted as an area where security problems could be created, if the PIR was so inclined. PIR's were responsible for issuing temporary passes to persons, such as tradesmen, who needed to enter secure areas. It was acknowledged that it was possible to schedule PIR's so that they would not be working in restricted access areas but that was problematic in that a plR could never be scheduled on a shift alone and the PIR's preferred to rotate amongst their various duties during a shift. As well, there was testimony from the employer about a concern that a PIR without security clearance might have to act on the airport,s behalf if there was a bomb threat in a non-restricted area, The arbitrator was first prepared to assume, without finding that the grievors could have been assigned work as PIR's outside the restricted areas during their suspensions. Notwithstanding that assumption, the arbitrator concluded that, on a balancing of interests, the union's position that the grievors remain at work could not be maintained' During the period the security clearances were suspended, the reasons lbr the suspension were not communicated to the grievors or the employer. The next excerpt from paragraph L9 is appropriately recounted. "l"9...Therefore, it would have been impossible for the Employer to investigate in order to make any more informed assessment of risk. The Employ". op.."tu. un airport rn'hich is viewed as a potential target of terror or criminal activiry. It has an 45 obligatlion to ensure that its premises, its tenants, the traveling public, and theproperly that passes through it is as safe as possible, withouiknowing or beingable to ascertain what potential security risl was identified by Transpirt canada tosuspenrl the grievors' securitJr clearance, I think that it is not unreasonable for theEmploy'er to determine that the potential risk to its operation outweighed thegrievor's'interest in continuing to work, and so to have suspended the-grievorspending the completion of the review of their security cleaiance. TherI may well besituations where not knowing what possible risk an employer may face bycontinuing to employ someone under investigation is too great a risk to ask thatemployer to assume. I believe that this is one of those situations, and that theEmployer's interests must prevail given the nature of its business.,, The employer's basic position was that the security clearance wa5 a necessary requirement of any job in the bargaining unit. The union acknowledged thag once the grievors'security clearance was revoked, they could not continue in the plR position. However, the union contended that the grievors could have been assigned to other positions where access to restricted areas was not required by law. That is, what was challenged, as unreasonable, was the employer's rule that all employees must maintain security clearance at the Ievel needed for a restricted area pass. The arbitrator viewed the circumstances as "directly analogous to that which would arise when a third party, such as a licencing or professional governing body revoked an employee's licence, and having that licence was a reasonable condition of employment" fat par. 26). The essence of Arbitrator Brenfs analysis in acceptingthe employer's position and her final commentary warrant setting out in full, "27 Given the evidence about heightened security concerns following September L1-, the need to re-establish public confidence in the safety of flying and the need to maintain a secure environment for employees, users of the airport and the goods passing through it, I do not consider it unreasonable to make a condition of employment that all employees obtain the same security clearance from Transport Canada that would be required of employees who have access to restricted areas. There is no evidence of the Employer ever having exercised its discretion to make an excep lion to this general rule of employability. Therefore, I agree with the Employer that there is no room for a balancing of interests and that the grievances must fail because the grievors failed to maintain their security clearance, which was a reasonable condition of employment. 46 "28 Having said tha! though, and having read the provisions under which thegrievors'security clearance was revok.d, unyon. concerned with civil liberties andcivil rights would be moved to shudder. It is possible that a person could loseclearance only because he/she was suspected of an association with someone whowas suspected of being a threat. That verges on the surreal; however, this is not theforum to take issue with Transport Canada,s action.,, Apart from the two categories of cases discussed above, the union also argued that the criteria enunciated in the seminal decision of KVP. supra, should be applied in the instant case and, further, that TCHC did not meet those standards in determining that the security officers who failed the "refresher" clearance should be terminated. The facts in KVP' supra, are far removed from the grievance before me but the case does articulate the basis on which a rule unilaterally introduced by an employer should be adjudged. The relevantpassage is nextrecounted. "34 A rule unilaterally introduced by the company, and not subsequently agreed to by the union, must satiss/ the following requisites: L. It must not be inconsistent with the collective agreement.2. It must not be unreasonable. 3. It must be clear and unequivocal. 4. It must be brought to the attention of the employee affected before the company can act on it. 5' T'he employee concerned must have been notified that a breach of such rule could result in his discharge if the rule is used as a foundation for discharge.6. Such rule should have been consistently enforced by the company from the time it was introduced." It was also held in KVP, supra, that the breach of the rule is not binding upon an arbitrator, or arbitration board, unless the breach is found to constitute iust cause for dismissal, The jurisprudence and factual findings have been set out at quite some length because of the importance of this issue to the parties and, although this dispute is filed as a policy grievance, because of the potential impact on the continued employment of personnel in the bargaining unit. It is not my intention at this 47 juncture to reiterate the case law or the facts in detail but, rather-, to summarize the relevant points on which my analysis is grounded. As merrtioned, one category of cases referred to dealt with the loss of a driver,s licence where such qualification was necessary to perform the duties of the job. It is first noted that these cases are not really analogous to the factual situation before me but, nonetheless, provide a useful starting point. I accept the approach in Bell Canada. supra, that there must be a balancing of the competing interests. That is, the employer's legitimate interest in an efficient oper?ti'cr and the employee's legitimate interest in retaining his/her employment must both be accorded weight. This approach is not amenable to a formulaic assessment but must consider the factors at play in the specific grievance. What can be dedu ced from this line of cases is that certain factors are repeatedly noted as important. Those include the nature of the employer's business, the size of the bargainlng unit, the length of the suspension of the licence, and the impact of other provisions of the collective agreement on the employer's operations if the grievor was retained: see, Town of Innisfil. supra; erqlafllQglfftUe, supra; ciV of Hamilton. supra; and, of course, Bell Canada. supra. Generally, it may be said that the larger the bargaining uni! the availability of other work which the grievor was qualified to perform, the shorter the period the licence was suspended and the absence of any other collective agreement provision that would be triggered fand that would hamper the employer's operations), the more likely thiat the balancing of the competing interests would favour the retention of the grievor in his/her employment for the period of the licence suspension. While the circumst.ances in Sensenbrenner Hospital, supra, did not involve the loss of a driver's .[icence but the statutory prohibition of continuing the grievor,s employnrent as a paramedic, the thrust of the reasoning is consistent with the "alcohol" cases. 48 In a ddition to these factors, I would also observe that the relative weighting of the competing interests may change over time to reflect differing societal concerns. It is for this reason that the quotation was included from the eiW.p{ FIam:tqE decision, supra, to the effect that the tolerance of society for drinking and driving has significantly changed since Arbitrator Shime's comment about impaired driving offences being unremarkable. I return to this concept of changed societal sens;ibilities later in addressing the jurisprudence regarding security clearances, Adopting the Bell Canada, supra, approach, including the subsequent cases noted, does; not support the union's position in this grievance for the following reasons. In the instant case, the nature of the bargaining unit is unusual: this is solely a security unit. Its size is relatively small: ninety or so positions. Further, the special Cons;tables and dispatchers have always been subjected to "refresher,,clearances at defined intervals' Apart from all other considerations, which will be dealt with infra, fewer than twenty bargaining unit members are cp0's. Apart from the cpo,s, Special constables, dispatchers and pEo's fwhich also are subject to cplc clearance), there are only a handful of clerical or administrative positions. And those jobs have qualifications quite distinct from those relevant to the CplC cleared jobs' These two factors - the basic nature of the bargaining unit and its size - seriously impinge on the options for reassigning a CPo who fails security clearance to another position. This is not a broad "all employees unit" that might afford more scope for placing the employee elsewhere. The cases acknowledge that the employer need not "create,, a position or continuously find a mix of duties to occupy the employee, at least for more than a brief period of time [CiW of Hamilton. supraJ. In the instant case, the loss of CplC clearilnce is for an indefinite period. The individual faces real challenges in resolving the issues that resulted in the failure to pass the refresher CplC review, in large part because TPS refuses to indicate the reasons for the failure. There is only one instance where an employee, after strenuous efforts over a lengthy period, was able to learn of the reasons: as indicated earlier, the decision to pull CPIC clearance 49 was not frivolous. Thus, the indefinite nature and potential duration of the ..loss,,of CPI|I clearance also undermine the union's assertion that those employees who failed the "refresher" clearance be retained. This situation resembles those cases wherrein the lengthy suspension [albeit for quite different reasonsJ mitigated against conl-inuation of employment fTown of Innisfil. supra; CiW of Brockville. supra; and, giUpf-Hamreql, sup ra). A closer approximation to context of this grievance is the line of cases dealing with security clearances. one case cited by the union was the Municipality of Metropolitan Toronto. supra. As noted, the arbitrator ultimately held that, although security checks might not be unreasonable in principle, the specific process did not provide a mechanism for reviewing the security assessment. As the case is distinguishable in several respr3cts, I need not comment on the merits of the decision. First, the arrangement between the Municipality and the police was not reduced to writing setting out their respective obligations and rights. That is in sharp contrast to thrs instant facts wherein the relationship between TCHC and the Toronto police Services Board with respect to the Special Constable program is the subject of a lengthy documenf dating from 2000 and amend ed in 2002 reflecting the change in the employer to TCHC from its predecessor, Noteworthy is a stipulation that, in case of a brreach by TCHC that is not promptly remedied to the satisfaction of the Board, the appointment of Special constables, individually or collectively, may be suspended or terminated. Further, the Board may terminate the Agreement in its entirr:ty' As well, applicants for Special Constable positions must pass all screening tests [including "refreshers" scheduled at specified intervals): if the results are unsatisfactory to the Board in its "sole and unfettered discretion", the individual will not bre apipointed. Apart from this documen! there is also the written agreement with the Board, initiated in 2005, granting TCHC direct access to CPIC, though its own in house CPIC computer terminal. And, there is the 2007 formal Memorandum of unrlerstanding between the RCMP and TCHC regarding cplc access. In 50 accordance with these agreements, there is the GPIC Manual governing the usage anclprotocols of the CPIC system. Thus, there is extensive documentation to the efferct that TCHC is responsible for ensuring the security of the cplc information and for the conducting of background checks by TpS for cpo,s, Special constables, dispatchers, PEo's and relevant management staff. Dispatchers are also subiect to an aLdditional background check by the Opp. The second reason the award is distinguishable reflects the passage of time: the decision is over twenty years old. As in the "alcohol" cases, the landscape regarding secuLrity and security checks has shifted markedly in the interim. Thus, while the arbitrator therein did comment that the employer could not "delegate its managerial functions to a third party and not be accountable for the actions of that other party,,, those words cannot be divorced from the context and are not applicable herein. Much more recent is the Zhangcase, supra. That decision, as well, is not helpful. As the aLrbitrator expressly stated, the grievor's enhanced reliability status had not been revoked, although her higher levels of security clearance had been withdrawn or not granted. It was solely on this basis that the arbitrator imposed a duty to search for alternate positions, as mandated by the employer's written personnel Secu.rity Standard' There is no comparable obligation on TCHC in the collective agreement or elsewhere, of the employer's cases, the city of Moncton. supra, is likewise readily distinguishable' The grievor's position involved direct access to CplC (and pIRSJ: she r'vould be able to add or delete information and would have complete knowledge of ongoing investigations and files. That is not the situation herein where, apart from dispatchers, the other security officers do not have direct access to the CplC databrase. Also, and of significance, is that the RCMP in Moncton. supra, although solell' responsible for the decision to grant or withdraw clearance, did disclose the reasons that the grievor failed the security check, As noted, TPS refuses to reveal the basis for its decisions regarding CplC checks. 51 Therre is nothing in the analysis in Ontario Iockey_.C]rrb, supra, with which I disagree. But, the decision is of assistance only insofar that there must be recognition of the nature of the business conducted by the employer, a factor that is also accepted in the "alcohol" cases. The GTAA decision, supra, is more helpful. The suspensions, and then dismissals, were non-disciplinary in nature as there were no allegations of wrongdoing or misr:onduct in the workplace. The security checks were conducted by an outside bod'[ ['l'ransport canadal on hiring and at regular intervals. As well, the employer,s polir:iesr were stricter than the minimum standards set by Transport Canada in that the employer required all employees to continue to retain security clearance as a condition of employment regardless of whether their jobs needed restricted areas access passes. The arbitrator accepted that the proposition tha! without knowing the reas;on for the initial suspension of security clearance, it was not unreasonable for tlhe employer to "determine that the potential risk to its operation outweighed the grievors' interest in continuing to work", Following the final decision to revoke clearance, the union agreed that the grievors could not continue in the specific position but asserted that they could have been assigned to other work and the employer's rule was unreasonable. That contention was rejected by the arbitrator who regarded the situation as akin to the revocation of a licence by third party licencing organizations or other professional governing bodies: security clearance was a reasonable condition of employment. There are certainly differences between the matter before me and the context in whicih thLe GTAA decision arose. There is no doubt that the potential threat to airport security, public safety and the consequent economic impact of a terrorist attaclk is far more stark and on a broader scale. Nonetheless, I accept the reasoning in GTAA supra, as of assistance. The comments regarding stricter standards, the weighing of potential risks in the absence of knowledge about the basis for the loss of security clearance, non-disciplinary dismissals, and the analogy to third party certifical-ion are all apposite herein. 52 I wculd also emphasize that my comments with respect to the applicability of the decisions relied upon by the parties is by no means a criticism. It is simply that the arbitral jurisprudence is rather scanty with respect to security clearances conducted by outside bodies, such as law enforcement agencies. It fell to the parties to argue by arnalogy and to refer to cases that they acknowledged were not,,on all fours,,with the instant grievance. That they did, and I do appreciate their submissions. The factual setting in KVP' supra, is far removed from the instant case. The analysis contained therein regarding the factors relevant to an assessment of a workplace rule promulgated unilaterally by the employer, nevertheless, has withstood the test of time and continues to resonate in the jurisprudence. To recap, the factors consist of the following: the rule must not be inconsistent with the collective agreemenu not be unreasonable; be clear and unequivocal; be brought to the attention of the employee affected before being acted upon, including that breach could result in discharge; and, have been consistently enforced. What triggered the instant grievance was the institution of a rule that the securit,z officr:rs must maintain CPIC clearance as a condition of employment. The thrust of the union's representations was that the employer's rule was unreasonable in several respects. The rule did not distinguish between direct and indirect access to CPIC and exceeded the required standards for safeguarding CPIC information. The rule rryas not consistent with progressive discipline or just cause, and the employee may fail the clearance check without having engaged in any culpable conduct. The rule did not appropriately balance the employee's interest in retaining his/her job with the employer's interest in the vulnerability of the tenant population. The employer could have implemented the union's suggestions and conducted a pilot program to demonstrate that dismissal from employment was not a necessary consequence of losing CPIC clearance, particularly since the volume of CplC checks had declined over the years. 53 The union's representative vigorously argued for retention within the bargaining unit of those security officers short of discharge and, in the alternative, that TCHc be directed to use its "best efforts" to place the individuals in suitable, equivalen! positions elsewhere in the employer,s organization. With respec! I cannot agree with those submissions. It is to my analysis that I next turn. In this section, I do not intend to repeat the comments already made in discussing the case law, Rather, my focus is on the evaluation of the employer's rule, or policy, within the framework of KVP, supra. The terms "rule" and'policy,,are used interchangeably. The reference in KVP' supra, that the rule be clear and unequivocal is decidedly met: continued GPIC clearance is a condition of employment. Likewise, the rule has been brought to the attention of the employees before the employer can act on the rule, including that breach could result in discharge. This is a policy grievance: the individuals who failed CPIC were terminated, with severance, if contract employees, and placed elsewhere within TCHC, if permanent. As the rule has just been imposed, the question of consistent enforcement is moot. The first factor listed in KVP. supra, is consistency with the collective agreement. The collective agreement before me is silent with regard to the implications of failing a "refresher" CPIC check, apart from the Letter of Understanding addressing Special Constable re-qualification. That Letter indicates that the Special Constable shall continue to be paid the Special Constable premium until a final decision is made by the Toronto Police Services Board. The implication is that, thereafter, if the final decision is negative, the individual will no longer continue in that role unless, and until, the issfres are resolved. There is nothing in the collective agreement as to the continuation of other security officers in their posts who fail CplC ',refresher,, clearance. The managemen exercised in a fai applied under th KVP, supra. rights clause does contain the caveat that its functions will be and reasonable manner. Thus, that is the appropriate test to be collective agreement and is also another factor expressly noted in Should it be maintained as must be an This is a securi out their duti encompass S that the distin the context of Certainly, the d officers are giv accurate to no officials, disti reading of that in the scope of t recognized that communicated is overheard by security officer response to a C serves to unde control and reta information and information m avoid. 54 uded that the emproyer's decision to require cprc clearance be condition of emproyment is reasonabre? In my view, the question d in the affirmative. unit in which all security officers have access to cplc in carrying For convenience, I am using the generic term "security officers,, to ial constables, cPo's, pEo's and dispatchers. I am not persuaded ion between "direct" and "indirect" access to cplc is meaningful in e nature of the bargaining unit and the emproyer's operations. patchers have direct access to the cplc database. And, the security the information derived from cplc by the dispatchers. It is also that the GPIC Manuar, and the letters from the RCMP and cprc ish between "direct" and "indirect" access. However, a carefur ocumentation makes clear that the rationale for that distinction lies e employer's obligation to safeguard cprc information. It is e employer cannot be held liable where cplc information being a security officer is intercepted by an individual using a scanner or suspect in custody in circumstances where it is not possible for the maintain control of the suspect and simultaneously receive a check outside the suspect's hearing. But, to state these examples re the great gulf between those situations outside the employer,s ing security officers, trained in the codes used to convey cplc ho have failed CPIC clearance, in positions where CplC be overheard. Those latter situations, the employer is able to The union did prppose several solutions aimed at keeping the security officers who failed the "refresher" clearance in their positions. It is not necessary to reiterate those suggestionp in detail, What is significant is that the employer did carefully review those proposals: Boyce-Richard prepared a report analyzing each as to its impact of operations. That assessment has been recounted at some length. She 55 concluded tha{ TCHC could not guarantee the integrity of the cplc information if those security pnicers remained in the cSU. The options were operationaily unworkable. fhe test is the reasonableness of the employer,s policy. In this instance, not oirlv is the policy manifestly reasonable, I concur with the assessment of the options $roposed. The use of radif communication is more efficient and convenient than a cell phone as the primary lneans of contact. It would be difficult for dispatchers to monitor two radio bands sin[ultaneously. The separation of security officers where the CplC cleared officer was communicating with the dispatcher could not be adequately monitored' Thg likelihood of a negative impact on the working relationship of the two "classes" of security officers, based on whether or not they were CplC cleared, is highly probable. More critically, the security officer working alone could nor access cPIC information about a suspec! thereby placing the officer at risk while another officer who was cleared came on the scene to take over. The security offlcers work in high-risk areas and the tenant population is vulnerable, for t[re reasons set out earlier. It is not feasible for the employer to conduct an independent vulnerable sector screening, criminal records check, or other such inveltigation, in an effort to ascertain the risk posed by retaining a non- CPIC cleared seclurity officer. Those checks had already been conducted by TpS and, moreover, the erirPloyer's checks could only rule out certain possible reasons for the failed clearance. The employer could not learn of other concerns of TpS that led to the decision to qlithdraw CpIC clearance. The union suggefted a pilot project to make sure that cplc integrity was not compromised. to ensure an impartial assessment of this proposal, TCHC retained an outside consultant, Asbury, to evaluate that possibility. Asbury's qualifications and experience, i]ncluding that with TCHC [or its predecessor], are extensive. She concluded that a pilot project was technically feasible, albeit difficult to construc! time-consuming flnd costly. But, she recommended against a pilot projecf outlining the reasons for t$at determination. Skelton, as head of the CSU, considered Asbury,s report in its e and the recom possible impa Special Consta be characteriz proposals: that One difficulty i the number of if some securi not agree with tipping point and viability of Asbury in her It is also impo questions of conceded that employment at not similarly be same calculus: t exposed to CPIC the union's co culpability of th failure to clear C That, nonethless between TCHC TCHC and, more compliance with no evidence of a Special Constab 56 tirety, noting the risks, complexities and potential liabilities specified, ndation against a pilot project. Also considered by skelton was the on the relationship with TpS as the sponsoring organization for the le program' Again, this process undertaken by the employer cannot d as unreasonabre. In the end, TCHC did not accept the union,s is not the same as a failure to consider those options. herent in the union's proposals is that this approach does not limit rity officers who fail cplc clearance who are to be retainea. Erren officers could be kept on in some capacity within the csu fand I do t possibility in the circumstancesJ, there would inevitablv be a ed that irreparably undermined the efficiency of the operation e special constable program. That prospect was also cited bv port and is compelling. nt to step back from the minutiae of the union's suggestions and rational feasibility and focus on the broader picture. First, it is ring a cPIC background check is a legitimate condition of me of hire. That begs the question as to why such clearance would uired to be maintained as a condition of employment. It is the e clearance is not a formality but intended to ensure that those information satisfy certain standards of reliability. I am sensitive to rn that GPIC clearance may be lost for reasons other than the individual employee. And, it is troubring that the reasons for the IC are not disclosed by Tps to the individuar or to the employer. is the nature of the relationship between TCHC and TpS, and d the RCMP, and is integral to the continuation of cplc access bv nerally, to the Special Constable program. The employer,s the GPIC Manual is monitored and audits are conducted. There is explicit statement that cPIC access would be ended and/or the program terminated if rcHC retained securiw officers who lost 57 CPIC clearance in the CSU. But, it would be disingenuous to assert that such bluntness is critical to conveying the intended message. As Boyce-Richard testified, the concern ofTPS that "refresher" checks be conducted on current personnel was expressed as a "very strong recommendation". Not unreasonably, she felt it was important to comply and have the clearance checks updated, in view of the information shared between TCHC and TpS. The consequence of the loss of security clearance in the instant case is a non- dis cipli nary termination : see, generally, GTAA. supra; Zhang,supra; Sensenbrenner Hospital, supra; and, ontario Jockey club, supra. As the union stressed, this approach does not reflect progressive discipline but that concept is simply not appropriate in these circumstances: the dismissal flows from the inability to maintain a qualification needed to properly fulfill the duties of the position, nor wrongdoing or misconduct. Another'big picture" issue is that of the place of CPIC in the employer's operations. There can be no question that CPIC access is an important tool in securing the safety of the tenant population and of the security officers themselves in dealing with incidents. If the tool is important to the employer's operation, the volume of CplC requests, measured on a daily basis, cannot be determinative, It is accurate to note that the number of CPIC requests has declined over the past several years. There is no guarantee that level will continue to decline; indeed, the latest figures reveal an increase in the numbers. As well, it is legitimate for TCHC to conduct a strategic risk assessment rather than simply focus on the operational level. Asbury's testimony is quite precise in this regards. Absent knowledge of the reasons for the loss of CIC clearance, TCHC cannot mitigate the risks associated with the retention of those security officers. The strategic risks encompass residents, staff, visitors, corporate information and corporate image. Inevitably, there would be an erosion of the employer's trust in those employees to carry out their duties. Although the degree of risk might be small in a statistical sense, the consequences of disclosure of CPIC information could 5B well be serious, even catastrophic. The CPIC documentation makes it clear that the employer's policies must conform to CPIC standards at a minimum but may be more restrictive. The mere fact that TCHC standards exceed those of CplC is not determinative provided that the more restrictive measures are reasonable in the context of the employer's operations: again, see GTAA, supra. The overarching obligation on TCHC is to ensure the safeguarding of the CplC data and the head of the approved agency is "urtimately fully responsible,, for the adherence to the policies and procedures protecting CPIC. Skelton testified, as then head of the agency, that TCHC was not prepared to assume the risks and liabilities associated with retaining an employee in a position of trust who could no longer have access to GPIC information. That is not an unreasonable position. Another measure of the reasonableness of the TCHC policy is its consistency, or otherwise, with the approach taken by similar organizations to the consequences of the loss of security clearance. TCHC did contact other agencies, including the TTC, TPS, the OPP, and the University of Toronto Security. Their responses were in line with TCHC's decision. I hasten to add that this factor is not dispositive and one cannot ignore the specific context of TCHC's policy but is, nevertheless, a useful comparator' Certainly, if TCHC's approach was wildly out of line with those other organizations, concerns about the reasonableness of its policy might well be raised. Pursuant to the criteria enunciated in KVP, supra, I have scrutinized the employer,s policy in light of the wording of the collective agreement and the surrounding circumstances, including the proposals of the union. The essential factor in KVp. supra, relevant at this juncture is the reasonableness of the rule and its consistency with the collective agreement. That agreement, in the management rights clause, obliges TCHC to exercise its functions in a "fair and reasonable manner". I have already determined that the impugned policy is reasonable. It might be suggested that, in the abstrac! "fairness",like beauty,lies in the eyes of the beholder. In the context of the collective agreemenf the term connotes rational grounds for the policy and meaningful consideration of any alternatives proposed. I am satisfied 59 that the basis for tlhe policy at issue herein is rationally related to the employer,s operations and TC.HC, in fact, has carefully assessed the union,s proposed alternatives' Therefore, it must be concluded that TCHC has fulfilled its obligation under the collective agreement. Thus' for the reasolns given, I am satisfied that the decision of rcHC to impose, as a condition of emplo'yment at time of hire and thereafter, the maintenance of cplc clearance should btl upheld' There is nothing in the collective agreement that would impose an obligatiorn on TCHC to retain, in the csu, security officers who have failed CPIC clearance as a consequence of a "refresher" check. It was fortuitous that, with respect to the four permanent employees who lost clearance, it was possible to find alternative positions in another bargaining unit. However, there is no contractual obligation on TCHG to use its "best efforts" to place such personnel elsewhere in the employer's organizettion, outside the CSU bargaining unit. This is not akin to the cases, adverted to earlier, where the bargaining unit in question included a range of classifications and positions that the individual might be qualified to perform for the duration of his/her lloss of ricence or certification. Accordingly, the griervance is hereby dismissed. DATED this November 13,20IZ 1f'J_ Susan Tacon, Sole Arbitrator