HomeMy WebLinkAbout2002-1354.Charles et al.14-07-21 DecisionCrown Employees
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GSB#2002-1354, 2002-2476, 2002-2889, 2003-2829, 2003-4063, 2004-2499, 2004-3640, 2006-0144,
2006-0191, 2006-0580, 2006-0956, 2006-1070, 2006-1236, 2006-2356, 2007-0697, 2007-0698,
2007-1639, 2007-2322, 2007-2615
UNION#2002-0517-0001, 2002-0517-0073, 2002-0248-0083, 2003-0234-0516, 2003-0368-0034,
2004-0234-0486, 2005-0368-0008, 2006-0999-0003, 2006-0368-0022, 2006-0368-0050,
2006-0368-0058, 2006-0368-0062, 2006-0234-0197, 2006-0368-0200, 2006-0252-0094,
2006-0252-0095, 2007-0234-0268, 2007-0369-0083, 2007-0369-0112
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
Ontario Public Service Employees Union
(Charles et al) Union
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The Crown in Right of Ontario
(Ministry of Community Safety and Correctional Services) Employer
BEFORE Bram Herlich Vice-Chair
FOR THE UNION Ed Holmes
Ryder Wright Blair & Holmes LLP
Barristers and Solicitors
Counsel
FOR THE EMPLOYER Suneel Bahal
Ministry of Government Services
Legal Services Branch
Counsel
HEARING July 3, 2014
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Decision
[1] Much of the background to this dispute has already been set out in my award
dated August 29, 2011 in this matter. I will not repeat all of it here. That award dealt with the
Vanier Centre for Women (“Vanier” or “VCFW”). The grievances in these matters pertain to
many different correctional institutions. Although the issues at individual institutions are
similar, the results may vary depending on the particular matrix of provincial and local
agreements in force at various times. The instant decision relates to the Hamilton Wentworth
Detention Centre (“HWDC”). I have not yet heard all of the relevant evidence as it relates to
HWDC. There is, however, no dispute as to the relevant provincial agreements that were in
force at various times. But there are certainly disputes as to the application of those
agreements and, additionally, regarding the temporal boundaries defining the actual periods
during which they were in force.
[2] However, in an effort to expedite matters and to perhaps facilitate the resolution
of outstanding grievances pertaining to HWDC and other institutions, the parties have asked
that I answer certain questions and that I provide these answers without any consideration of
any local agreements or other relevant local factors which may have been operative during the
relevant period(s). (The parties have reserved their rights to rely upon and address the impact,
if any, of local conditions at some future point in the litigation, should that be required.)
[3] As in all of the many grievances filed the question is the same, but the periods and
regulatory framework may differ. The question is whether the employer was obliged to
canvass all classified COs, i.e. including classified COs who had not signed up for overtime,
for available escort duty shifts. The question at HWDC is put in respect of two time periods.
There is some dispute between the parties as to when these two periods began and ended,
particularly in relation to the transition from one to the next. Having regard to that dispute, it
is perhaps best to describe the periods in the fashion that follows.
[4] The parties appear to agree (and, again, the focus is on Ministry-wide conditions
without any consideration of any relevant local conditions) that the implementation of the
system which has ultimately come to be known as the Provincial Overtime Protocol (“POP”)
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firmly cemented a collective agreement practice whereby employees are required to indicate
their availability for overtime assignments (including escort duties) and the employer’s
obligation to offer such work is restricted to those who have so indicated. This is what the
parties have referred to as a “hands-up” system. Thus, once this system is in place, the
employer is no longer obligated to call and offer overtime opportunities to employees who
have not previously “raised their hands”.
[5] A hands-up system was indisputably in place following the execution and
subsequent implementation of the July 2006 POP. But the employer asserts that the hands-up
system was in place much earlier than that. Specifically, it submits that the start of the hands-
up system dates to the execution of the MOS dated July 11, 2004. The union agrees that MOS
is part of the journey which culminated in the entrenchment of the hands-up system, but
argues that that MOS was prospective in nature and the system was not in place until after the
computerized system it envisions was fully rolled out, up and running. The parties have filed a
spreadsheet recording the “installed date” and the “go-live date” for the Provincial HPRO
system (which resulted from the POP). The dates vary by institution. At HWDC they were in
November 2006 and January 2007 respectively.
[6] The employer also argues that even before the implementation of the hands-up
system, there was no obligation to solicit classified COs who had not indicated their
availability, for escort duty.
[7] Thus, there are two questions before me. Did the hands-up system commence as
of the date of the July 2004 MOS? And, second, prior to the effective date of the hands-up
system, was there an obligation to canvass classified COs for escort duty, even where such
COs had not indicated their availability to accept such assignments.
[8] I turn, first, to the period prior to the implementation of the hands-up system.
[9] The union submits that the question of the employer’s obligation in this period to
canvass classified COs who had not signed up has, in the absence of any local protocol (and,
indeed, I would add, given the factual context put to me, even in the absence of any relevant
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local condition) already been asked and answered in the decision of this Board (differently
constituted) in Megahy et al v Ministry of Community Safety and Correctional Services, GSB
#2002-2103 et al, September 12, 2007 (Brown).
[10] The employer did not seriously challenge the presumptive precedential effect of
that decision and did not seek to distinguish it in this regard. Rather, employer counsel
advised that his instructions were to ask me to review the decision and conclude that it was
manifestly wrong and should not be followed.
[11] In the earlier decision in this matter regarding Vanier, I referred to the decision in
Megahy. Vanier dealt with whether the employer, pursuant to the terms of the 2001
memorandum of settlement (i.e. the MOS that was in place prior to (what the employer asserts
was) the implementation of the hands-up system), was obligated to offer escort duty work to
classified COs who had not indicated their availability to be assigned such work. I reviewed
the decision as follows:
The Board [in Megahy] noted that the MOS made no distinction between
COs who had and had not previously indicated their availability and ultimately
concluded that (in the absence of any local overtime protocol) the 2001 MOS
“obligated the employer to refrain from using police as escorts without first making
a reasonable effort to determine whether classified correctional officers were
available to do this work, including those officers who had not submitted a sheet
indicating a willingness to perform all types of work on overtime. One way for the
employer to have fulfilled this obligation would have been to establish a s ystem
allowing employees to indicate their availability for escort duty outside of the
regularly scheduled hours.”
I have said that the 2001 MOS is potentially relevant to our case. In
particular, it is difficult to see how the parties’ rights and obligations at VCFW for
the purposes of the instant case could ever be determined by reference (as in the
Megahy case) to the 2001 MOS alone. While, as we shall see, the VFCW local
overtime protocol did not come into effect until March 2004, one must also recall
that the earliest of the grievances [from VCFW] before me was not filed until
September 2004. Thus, to engage any period of time where no local overtime
protocol was in place, the September 2004 grievance would need to reach back, in
one fashion or another, to a period greater than six months prior to the date it was
filed. While the union did not relinquish that possibility, it appears to me to be a
less than likely one. The parties did not specifically or extensively address this
point and I say no more about it – we shall return to it if and when it is necessary to
do so.
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But while the parties did not extensively address how the VCFW claims
might extend to a period governed only by the 2001 MOS, they did address,
somewhat more fully, the treatment which ought to be accorded to the Megahy
decision. Given the somewhat hypothetical context in which this concern currently
arises coupled, however, with the recognition that the question might actually arise
more directly at a different institution, I limit my remarks to the following. I was
not persuaded that the decision in Megahy is either wrong or ought not, for
whatever reason, to be followed. However, the parties, or at least the union,
described the Megahy decision as supporting the proposition that where the only
governing provisions are those of the 2001 MOS, the employer is obligated to
canvass COs who have not indicated their availability. While there may be some (at
least presumptive) force to the assertion, I am not necessarily persuaded of its
universal applicability, given, in particular, the wording of the final sentence (cited
above) of the award. It may well be that the application of the decision will vary by
institution, depending on the context in which it is said to apply.
[12] In the Vanier decision it was not, strictly speaking, necessary for me to rely upon
the Megahy award, since, at Vanier, there was a local protocol in place which, I found,
necessitated an “all-call”. However, as the parties did address the applicability of the Megahy
award, I considered it and dealt with it in the fashion set out above. The employer now asks, in
a context where the award has a more direct application to the facts, that I examine or re-
examine the soundness of that award.
[13] The employer suggests that the Megahy award is lacking in a number of respects.
It claims that the Vice-Chair:
a) Erred in interpreting the MOS to require an “all-call”, when there was no
specific or precise language in the MOS to necessitate such a conclusion.
b) Erred by not giving adequate consideration to the fact that a hands-up
system was a longstanding system in place in the Ministry.
c) Erred in misconstruing the words “exhausting the procedures” in
paragraphs. 2 (f) and 2 (g) of the MOS as referring to COs rather than to
the protocol.
d) Erred in failing to adequately consider the impact of a six month trial on-
call protocol for escort duty which pooled certain COs from a number of
Toronto area institutions and provided participants with pagers, an
example, the employer asserts, of a method for “signing-up”.
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e) Erred in failing to adequately consider the fact that the MOS contemplated
its incorporation [or, more accurately, the negotiation of its incorporation]
into local overtime protocols.
[14] Further, the employer argues that, even if Megahy is accepted as good law, it does
not create an absolute requirement that all COs be canvassed for escort duty assignments even
if they have not indicated their availability. First, whatever obligations it creates are in respect
of classified COs only – on this point the parties agree. Second, neither is an “all-call” an
absolute requirement. Rather, the employer must have made “a reasonable effort to determine
whether classified correctional officers were available to do this work”. What constitutes a
“reasonable effort” may depend on a multiplicity of factors, such as timing, operational needs
and public safety.
[15] The decision of the Chair (as he then was) in the case of Re Blake, GSB File
1276/87, May 3, 1988 is well-known to members of the community that frequents this Board.
Its most-cited portion provides:
Thus each decision by a panel becomes a decision of the Board and in
our opinion the standard of manifest error which is appropriate for the
private sector is not appropriate for the Grievance Settlement Board. The
Act does not give one panel the right to overrule another panel or to sit on
appeal on the decisions of an earlier panel. Also, given the volume of cases
that are currently administered by this board, the continuous attempts to
persuade one panel that another panel was in error only encourages a
multiplicity of proceedings and arbitrator shopping which in turn creates
undue administrative difficulties in handling the case load.
We are mindful, however, that there is no provision for appeal and
there are limits to judicial review. While it is our view that the “manifest
error” theory is too lax a standard, we recognize that there may be
exceptional circumstances where an earlier decision of this board might to
be reviewed. At this point we are not prepared to delineate what constitutes
exceptional circumstances and the fleshing out of that standard will be
determined on a case by case basis. The onus will be on the party seeking
review to establish exceptional circumstances.
[16] Thus, it is only where it can be demonstrated that a decision is more than merely
“manifestly wrong” or, perhaps the same test articulated somewhat differently, where there
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are exceptional circumstances that this Board will be persuaded to decline to follow one of its
prior decisions.
[17] The award the employer now (for the second time – having already done so once,
unsuccessfully, before me in this matter) impugns and asks me to reject was decided some
seven years ago. Whatever the employer’s view of the award may be, it has apparently not
been sufficiently troubled to seek judicial review, the more conventional method of
challenging a result at this Board. And neither am I satisfied that it has ventured anywhere
close to the territory circumscribed by the onerous standard of review in this context. I have
not been persuaded that the decision is more than “manifestly wrong” (or even merely
“manifestly wrong”). And neither have any exceptional circumstances been identified such
that I might reconsider the view expressed in my prior award and decline to follow or accept
the Megahy award as settled law. Indeed, had I been called upon (and I have not) to determine
whether the decision was merely correct, I would not likely have been persuaded otherwise,
[18] I turn briefly to the more specific points raised by the employer. With respect to
points (a) and (c) above, the mere fact that the employer disagrees with the Board’s
interpretation in Megahy is not an adequate basis upon which to seek its reversal. With respect
to a hands-up system being a longstanding system within the Ministry, there is no evidence
before me to support such an assertion, certainly not as of the time of the Megahy award (and,
in any event, the parties have asked that I not take account of local conditions at this stage of
the proceedings). I do not know what evidence was before the Megahy Board with respect to
the pilot project of pooling CO resources. None was before me and I fail to see the import of a
six-month trial protocol which may or not have survived. Finally, with respect to the
contemplated incorporation of the MOS into local protocols, the parties have explicitly asked
that, for the purposes of this decision, I not consider any local protocols, even if such were
negotiated.
[19] I am not persuaded that it is appropriate to decline to follow the Megahy award.
[20] Further, in respect of the employer’s submissions regarding the application of
Megahy and, in particular, whether reasonable efforts, if made, are sufficient to satisfy the
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employer’s obligation, consideration of that issue is premature. It can be revisited, should the
need arise, in the context of specific facts related to local conditions which I have been asked
to ignore, for now.
[21] This brings me to the next question – did the execution of the 2004 MOS serve to
put in place the hands-up system? In asking me to conclude that it did, the employer points to
paragraph 3 of the MOS:
3. a) The parties agree to the attached Agreement (Appendix A) that will take
effect once unclassified correctional officer training begins as per
paragraph 1 (c). [paragraph 1 provided that all classified and unclassified
COs would be so trained. Such training was to be offered first to classified
COs.]
b) Appendix A will be computerized, will integrate the assignment of regular
shifts, overtime duties and unclassified hours, and will provide for the
assignment of escort duties and overtime to those correctional officers that
indicate their availability for such assignments and commit to undertaking
assignments when offered.
[22] The employer relies on the concluding words of 3(b) as embracing the hands-up
system. It acknowledges that the new system was not immediately operative, but commenced,
as contemplated by 3(a) once the training for unclassified COs began.
[23] The employer also reminds me of my comments in the Vanier case. In that case, I
was required to assess the combined impact of the 2004 MOS and the local protocol as is
evident from the following (at paragraph 60):
It is true that nothing in this MOS explicitly contemplates or requires
an all-call once COs who have signed up in advance for overtime have
been canvassed. And if the MOS were the only applicable document, the
employer’s ultimate position would be far more persuasive. We are
dealing, however, with the interaction between this MOS and the local
protocol.
[24] For the purposes of the instant decision, however, the MOS is the only applicable
document and the employer urges me to now find its position to be more persuasive and,
indeed, conclusive.
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[25] The union does not dispute that the theme of a hands-up system is sounded in the
MOS, but it denies that any such system was immediately implemented by its terms. In that
regard, it does not rely exclusively only on paragraph 3(a) which like the employer, it
acknowledges postponed the implementation of the hands-on system (at least) until the
commencement of escort training for unclassified COs. But the union also points to paragraph
3(b) and its use of the future tense, which, it argues, acknowledges that the actual
implementation of the new hands-up system is deferred to a date uncertain. And thus, unless
and until the system is computerized, and fully integrates the assignment of regular shifts,
overtime duties and overtime assignments, the system is not yet in place. In other words this
portion of the MOS remained prospective in nature.
[26] Having considered the matter, I am persuaded, for the reasons that follow that the
union’s view is to be preferred.
[27] The movement within this Ministry away from a series of patchwork local
conditions, depending largely on the absence, presence and content of local agreements
governing the distribution of escort work has been tedious and protracted. Finally, with the
advent of the execution of the POP and the implementation of the HPRO system, principles of
fairness, equity, consistency and transparency have been entrenched in a system which is
administratively and operationally feasible. Separate local regimens have been discontinued in
favour of one transparent system. Assignments for all overtime opportunities, including escort
duties, have been integrated. And the entire system has been computerized, providing ready
access and dispassionate administration. It was not always thus. And while the parties may
have, much earlier, begun to define the shape of the target aimed for, it took much time for the
arrows to find their mark.
[28] The parameters of the ultimate system were first described in (paragraph 7) of the
2003 MOS between the parties as follows:
A new protocol for the assignment of correctional officers to the escort
of inmates committed to their institution in the community will be
developed and implemented. The new protocol will be computerized, will
integrate the assignment of regular shifts, overtime duties and unclassified
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hours, and will provide for the assignment of escort duties and overtime to
those correctional officers that indicate their availability for such
assignments and commit to undertaking assignments when offered.
[29] This MOS was, as I found in the Vanier decision, largely prospective with respect
to escort duty issues. At paragraph 39 I described this executory portion of the MOS as “little
more than a signpost along the route”. There is no doubt that the destination contemplated by
both the parties and this metaphor is the HPRO system. There was, however, more travelling
required from the point of the 2003 MOS to reach journey’s end.
[30] It is not insignificant that the words later found in paragraph 3(b) mirror those
above from the 2003 MOS. The new protocol (included as Appendix A to the 2004 MOS) had
clearly been in development but not yet implemented at the time. And the 2004 MOS goes on,
using virtually identical words, to describe what the protocol (i.e. Appendix A) will be. All
signs point to the POP. There is no evidence before me that any other system was
computerized, integrated overtime and escort assignments, dispensed with local agreements or
provided the fairness, consistency, ease and transparency the parties had set as their goal. The
POP agreement, unlike its predecessors, including the 2004 MOS, did not contemplate the
ongoing applicability of local protocols. Rather, the POP, once implemented, marked the
primacy of Ministry-wide rules and the demise of local protocols. But even the POP
agreement (as the Vanier decision makes clear) did not, at the time of its execution, herald the
actual commencement of the new system.
[31] In this context, I am unable to conclude that the execution of the 2004 MOS (even
allowing for a delay to commence unclassified training) can possibly be seen to mark the start of a
new hands-up system.
[32] Having regard to the foregoing, I am satisfied that, prior to the commencement of the
hands-up system the employer was obliged (assuming, for the purposes of the instant decision, that
there were no relevant local conditions to consider) to canvass classified COs for escort duty, even
where such COs had not indicated their availability to accept such assignments. Further, I am not
persuaded that the 2004 MOS marked the implementation of the hands-up system (even allowing
for the delay until the commencement of unclassified training). Rather, that system was not
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effective until a system exhibiting the characteristics identified in paragraph 3(b) of the 2004 MOS
was implemented.
Dated at Toronto, Ontario this 21st day of July 2014.
Bram Herlich, Vice-Chair