HomeMy WebLinkAbout2012-2206.Lavoie et al.15-08-28 DecisionCrown Employees
Grievance Settlement
Board
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Toronto, Ontario M5G 1Z8
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Commission de
règlement des griefs
des employés de la
Couronne
Bureau 600
180, rue Dundas Ouest
Toronto (Ontario) M5G 1Z8
Tél. : (416) 326-1388
Téléc. : (416) 326-1396
GSB#2012-2206, 2012-2965
UNION#2012-0617-0010, 2012-0617-0020
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
Ontario Public Service Employees Union
(Lavoie et al) Union
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The Crown in Right of Ontario
(Ministry of Community Safety and Correctional Services) Employer
BEFORE Brian Sheehan Vice-Chair
FOR THE UNION Ed Holmes
Ryder Wright Blair & Holmes LLP
Counsel
FOR THE EMPLOYER Heather McIvor
Treasury Board Secretariat
Legal Services Branch
Counsel
HEARING July 7, August 5, 2015
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Decision
[1] This Interim Award deals with a request of the Employer to limit the scope of the
evidence in the proceeding.
The Background Facts
[2] The Union filed a policy grievance (2012-0617-0020) dated September 28, 2012
and a group grievance (2012-0617-0010) dated January 6, 2012 asserting that the
Employer had failed, under the collective agreement and the Occupational Health and
Safety Act (OHSA), to meet its obligation to provide a healthy and safe working
environment with respect to the air quality at the Sudbury Jail.
[3] The parties utilized a number of scheduled hearing dates to attempt to reach a
mediated resolution of the matter.
[4] At the July 7, 2015 hearing date, the Union had provided some particulars
regarding its allegations and also indicated that further particulars were forthcoming.
After it became clear that day that the mediation efforts of the parties would not be
fruitful; there were discussions as to the manner in which the adjudication of the hearing
would proceed.
[5] At that juncture, there were four further hearing dates scheduled – August 5 & 6,
September 14 & 15, 2015.
[6] Ms. McIvor, on behalf of the Employer, indicated that the Employer may proceed
with a motion that would potentially impact the overall arbitrability of the grievance.
Counsel then discussed a possible approach regarding the adjudication of the matter if
the Employer was going to proceed with its preliminary motion. That approach would
involve the Employer’s motion being argued on August 5, with the August 6 date being
cancelled, and the parties would await a decision on the Employer’s motion to
determine the status of the September 14 &15 hearing dates.
[7] On July 16, 2015, Ms. McIvor emailed Mr. Holmes and advised since the
particulars provided suggested that the Union is not seeking or requesting damages or
any monetary remedies, the Employer no longer intended to bring a “Monk-type”
objection at the outset of the proceeding. Ms. McIvor proposed the hearing be
bifurcated with the issue of remedy being addressed, if necessary, after a decision on
the merits. Accordingly, if the Union was agreeable to the bifurcation of the proceeding
and “there are no other issues that arise prior to our August dates”, the arbitration could
commence at that time.
[8] On July 21, 2015, Mr. Holmes emailed Ms. McIvor advising that the Union was
agreeable to bifurcate the matter and that the Union would be prepared to proceed with
calling its evidence on August 5 and 6.
[9] On July 22, 2015, Ms. McIvor emailed Mr. Holmes that a preliminary issue had
“surfaced”. Specifically, it was the Employer’s position that “any evidence relating to
incidents prior to, at very earliest, three years before the filing of the grievances should
be determined to be inadmissible and that all related portions of the particulars should
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be struck”. Ms. McIvor suggested that the parties use the August 5 date to argue the
preliminary issue and receive a decision with respect to that issue before moving on to
the merits at the scheduled September hearing dates.
[10] Mr. Holmes responded by email the same day that it was his view that it probably
made sense to have the preliminary matter dealt with prior to commencing the hearing
on the merits. He further advised that the Union, however, may put forward a waiver
argument since it was the Union’s view that the Employer offered not to proceed with
any preliminary issues, if the Union agreed to bifurcate the proceeding.
The Union’s Waiver Argument
[11] Mr. Holmes, on behalf of the Union, asserted that the Employer made an offer
that in exchange for the Union’s agreement to bifurcate the hearing; the Employer would
not raise any preliminary objections. It was submitted that on July 21, 2015, the Union
accepted the Employer’s offer; accordingly, there was “an offer” and “an acceptance of
that offer”, the hallmarks of a binding agreement.
[12] It was further asserted that as a result of that binding agreement, the Employer
waived its right to bring the preliminary motion in question.
[13] The Union noted that the Employer had all the relevant facts when it made the
offer to proceed with the hearing on the merits, in exchange for the Union agreeing to
the bifurcation of the hearing. Accordingly, this was not a scenario wherein the change
of the position of a party was related to the fact that new information had become
available or been discovered.
[14] The Union asserted that the jurisprudence is clear that once a party waives its
right to proceed with a particular argument/objection, it cannot seek later to revive that
argument/objection. In support of this proposition, the Union relied on the decision in
Ontario Public Service Employees Union (Fung/Anand) and The Crown in Right of
Ontario (Ministry of Revenue) GSB #1798/89, 104/90 (Stewart).
[15] Mr. Holmes also asserted that the law with respect to waiver suggests a
“de minimis” test applies to assess whether a party has waived its right to object. For
example, it was noted that a party taking any “fresh step” in processing a grievance
under the grievance procedure has had that act deemed sufficient to establish that the
party has waived its right to object, as was found in Ontario Public Service Employees’
Union (Culos Grievance) v. (Ministry of Community Safety and Correctional Services
211 L.A.C. (4th) 191 (Petryshen).
[16] Finally, in relation to its waiver argument, the Union noted that Ms. McIvor, in her
July 22, 2015 email, advised that the Employer would be asserting that the scope of the
evidence should be limited to the three-year period prior to the date of the filing of the
grievance. It was asserted that it was only at the August 5 hearing that the Union first
became aware that the Employer would be advancing arguments in the alternative; and
more specifically, that the scope of the evidence should be limited to the period for filing
a grievance under the collective agreement (thirty days before the date of the
grievance) or for the one-year period before the date of the grievance. It was suggested
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that it was inappropriate for the Employer to further amend its position without notice to
the Union.
[17] In support of its waiver argument, the Union relied on the following additional
authorities: Ontario Public Service Employees Union (Moody)and the Crown in right of
Ontario (Ministry of Children and Youth Services) [2012] O.G.S.B.A. No. 94 (Abramsky);
Centennial College of Applied Arts and Technology and Ontario Public Service
Employees Union (Oct. 17, 1997) unreported (Schiff); Ontario Public Service
Employees Union (Rolfe) and The Crown in Right of Ontario (Ministry of Community
and Social Services) GSB # 2003-2769 et al (Briggs).
[18] The Employer suggested that the Union’s position fundamentally
mischaracterizes the understanding reached by the parties in preparation for this
hearing. It was submitted that the Employer in light of the fact that the Union was not
seeking monetary damages, advised that it was not proceeding with a “Monk-type”
objection and suggested that the parties bifurcate the hearing. It was asserted that is all
that took place. It was submitted that there was no agreement by the Employer that it
would not be bringing any other preliminary motions or raise any other preliminary
matters.
[19] Ms. McIvor noted that in her July 16, 2015, email to Mr. Holmes indicating that
the Employer would not be raising a “Monk-type” objection, she advised the parties
would be prepared to proceed on the merits at the August 5 hearing date provided
“there are no other issues that arise prior to our August dates”. It was thus clear that
the understanding reached, as to the manner in which the parties would proceed with
litigating the grievances, included a recognition that other issues may arise before the
hearing proceeded on its merits.
[20] In response to the Union’s suggestion that the Employer should have raised the
scope of the evidence issue as part of Ms. McIvor’s July 16, 2015 email; it was
suggested that the Employer needed time to review the particulars that were provided. It
was submitted that taking eleven business days to review the material and then
advising the Union of its scope of the evidence argument was reasonable in the
circumstances.
[21] Ms. McIvor further submitted that the facts in the case at hand involved a
fundamentally different scenario than the non-compliance with the grievance procedure
waiver cases that the Union was relying upon; specifically, that a discussion between
the parties regarding streamlining the hearing process is not comparable to the
procedural steps in a grievance procedure. It was further noted that the scope of the
evidence objection could have been raised during the course of the hearing as the
evidence in question was being led; but instead, the Employer decided to address it as
a preliminary matter, prior to the commencement of the hearing on the merits.
[22] Notwithstanding the able argument of Mr. Holmes, on behalf of the Union, the
applicable facts do not support a finding that the Employer waived its right to advance
its preliminary motion regarding the scope of the evidence.
[23] If, in fact, the Employer had expressly offered not to advance any preliminary
arguments/objections in exchange for the Union’s agreement to bifurcate the hearing
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that agreement would have been viewed as binding on the Employer; such that, it would
have precluded the Employer from advancing a preliminary motion seeking to limit the
scope of the evidence. A review of the interchange by counsel, through their emails,
suggests that is not what transpired in the case at hand.
[24] The Employer, through the July 16, 2015 email of Ms. McIvor, did not offer to
forego its right to advance preliminary matters including the issue of the scope of the
evidence in exchange for the Union’s agreement on bifurcation. Ms. McIvor simply
advised Mr. Holmes that the Employer would not be proceeding with a “Monk-type”
objection that the Union had been aware of the Employer possibly making. The
Employer thus, without qualification, and not as part of seeking an agreement on
bifurcation, simply advised the Union that it was not proceeding with a particular
objection it had been considering.
[25] The Employer then proposed that in the name of streamlining the proceeding, the
parties adopt the fairly common practice of bifurcating the issue of remedy from the
determination of whether the grievance succeeded on its merits. Again, the proposal to
bifurcate was not accompanied by the Employer agreeing not to advance any other
preliminary matters as an inducement to the Union to agree to bifurcation.
[26] Significantly, Ms. McIvor went on to observe in her July 16 email if there is an
agreement on bifurcation and no other issues arise prior to the August dates, the
arbitration could proceed as scheduled on the August hearing dates. The fact that the
Employer raised the possibility of other issues potentially arising prior to the
commencement of the hearing directly runs counter to the Union’s assertion that the
Employer, as part of an agreement on bifurcation, had agreed to forego its right to
advance preliminary issues.
[27] It is clear that at the time of Ms. McIvor’s July 16, 2015 email, the Employer had
all the relevant information that would form its scope of the evidence argument;
accordingly, it could have, theoretically, raised the issue at that time. That fact is, in my
view, of little relevance as the Employer was not asserting that the discovery of some
new information altered the circumstances upon which an agreement was reached;
rather, its position was that there was never an agreement that precluded the Employer
from advancing any preliminary objections/issues.
[28] By way of Ms. McIvor’s July 22, 2015 email, the Union was given notice of the
Employer’s scope of the evidence objection well in advance of the August 5, 2015
hearing date. Related to this point, Mr. Holmes did not suggest that the Union was not
prepared to argue the scope of the evidence argument. In fairness to the Union,
however, it would appear that the Employer did not provide the Union any advance
notice of its alternative positions that the scope of the evidence should be limited to
either thirty days or one year before the date of the grievance. The Union, however, did
not seek an adjournment, or a delay in the commencement of the hearing on August 5,
to prepare its response to those aspects of the Employer’s argument.
[29] In conclusion, on this point, there was no agreement between the parties that the
Employer would not advance any preliminary objections/issues; accordingly, the
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Employer did not waive its right to bring the preliminary motion seeking to limit the
scope of the evidence in the proceeding.
The Employer’s Argument that the Scope of the Evidence should be Limited
[30] The Employer asserted that, given some of the particulars relied upon by the
Union relate to events that stretch as far back as 2006, the Employer would be
inherently prejudiced in having to respond to such dated allegations. Accordingly, it was
submitted that there should be a cut-off point where the allegations relating to incidents
prior to that point in time should not be heard.
[31] Ms. McIvor submitted that the parties through the grievance procedure have set
out a cut-off point. In particular, pursuant to the wording of Article 22.2.1, a complaint
that may form the basis of a grievance must be raised “within thirty (30) days after the
circumstances giving rise to the complaint have occurred or have come or ought
reasonably to have come to the attention of the employee….” Accordingly, it was
asserted that the cut-off point for the admissibility of evidence should be 30 days before
the filing of the grievance.
[32] The Employer accepted, however, that the Union could lead evidence regarding
incidents or events that took place between the date of the filing of the grievance until
the first date of the hearing. Accordingly, Ms. McIvor submitted that the relevant period
for evidence would be from December 2011 to September 2015, which was more than a
sufficient time period to assess whether the Employer satisfied its collective agreement
and statutory obligations to provide a safe working environment for its employees.
[33] In the alternative, the Employer relied upon a series of GSB cases wherein, in
the context of an employee’s claim of harassment or discrimination, a three year cut-off
period before the date of the filing of the grievance had been applied. Those cases
followed a decision in Hotel-Dieu Grace Hospital and Ontario Nurses’ Association 62
L.A.C. (4th) (M. Picher), which was a case involving a claim of racial discrimination
wherein Arbitrator Picher reasoned that it was necessary to find a “fair balance”
between the competing interests of the parties regarding the permitted scope of the
evidence. It was noted in that case, the Union sought to lead evidence going as far
back as six years, which Arbitrator Picher noted would lead to the possibility of
voluminous evidence being produced which would “give us serious pause, both from an
equitable and a procedural standpoint”. At the same time, it was recognized that a
claim of racial discrimination is often based on “subtle or indirect, rather than overt”
incidents and events; accordingly, evidence may need to be heard that falls outside the
time frame for the filing of the grievance under the collective agreement. In that case,
the evidence was limited to a period commencing three years prior to the date of the
grievance.
[34] Ms. McIvor, while relying on the underlying logic of the reasoning set out in Hotel-
Dieu, supra, suggested that the different considerations at play in the case at hand
argued for a cut-off period of one year. On this point, it was suggested that a claim of a
breach of an employer’s health and safety obligations is not necessarily predicated on
the same sort of subtle incidents or events often associated with a case of harassment
or discrimination.
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[35] It was further submitted that with the passage of time —and it was noted that
some of the events the Union is seeking to rely on stretch as far back as almost ten
years before the date of the hearing— the Employer would be inherently prejudiced in
terms of being able to respond to the allegations. Further to this point, it was noted in
the authorities submitted that it is accepted that prejudice would inherently arise from
the passage of an undue amount of time.
[36] In support of its position on this aspect of its argument, the Employer relied on
the following authorities: Hydro Ottawa and International Brotherhood of Electrical
Workers, Local 636 October 4, 2003 (unreported) (R. Brown); Galarneau et al and the
Treasury Board (Correctional Service of Canada) 181 L.A.C. (4th) 166 (Bédard); Hotel-
Dieu Grace Hospital and Ontario Nurses’ Association 62 L.A.C. (4th) 164 (M. Picher);
Ontario Public Service Employees Union (Patterson) and The Crown in Right of Ontario
(Ministry of Public Safety and Security) GSB #2001-0925, 2001-0949 (Leighton);
Ontario Public Service Employees Union (Patterson) and The Crown in Right of Ontario
(Ministry of Children and Youth Services GSB #1989-1546 et al. (Abramsky); Ontario
Public Service Employees Union (Ross) and The Crown in Right of Ontario (Ministry of
the Solicitor General and Correctional Services) GSB# 2690/96 et al. (Herlich); Ontario
Public Service Employees Union (Dale et al) and The Crown in Right of Ontario
(Ministry of Health and Long-Term Care GSB #0783/00 et al (Abramsky)
[37] With respect to the position of the Union, Mr. Holmes asserted that the starting
point of the analysis should be the general litigation principle that all relevant evidence
should be admitted into the proceeding. It is recognized, however, that an adjudicator
has the equitable discretion to limit the scope of the evidence if an inordinate passage
of time suggests that it would be prejudicial to a party’s ability to respond to the
allegations.
[38] It was asserted that in the case at hand, the Employer did not assert or lead any
evidence regarding it being prejudiced by the passage of time. Additionally, it was
suggested it would be particularly difficult for the Employer to establish prejudice since a
number of the individuals who signed the group grievance have, over the years, moved
into management positions and would be readily available to act as advisors or
witnesses for the Employer.
[39] It was also submitted, given that the case relates to the statutory obligation of the
Employer to take reasonable precautions to protect the health and safety of its
employees that the circumstances argue against the imposition of a cut-off point with
respect to otherwise relevant evidence. It was submitted the Union’s case is
significantly based upon the long period of inaction, on the part of the Employer, to the
concerns being raised regarding the air quality in the Sudbury Jail; and as such, that
evidence is relevant to demonstrate the failure of the Employer to take all reasonable
precautions.
[40] Mr. Holmes further noted that none of the cases relied upon by the Employer
involved a claim that an employer had breached its obligation to provide a healthy and
safe working environment for its employees. It was suggested that the mere nature of
the statutory obligation imposed on the Employer undercuts the Employer’s suggestion
that a more restrictive approach concerning the scope of the evidence should be
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adopted in cases of health and safety matters as compared to harassment or
discrimination cases.
[41] In my view, as enunciated by Arbitrator Picher in Hotel-Dieu, supra, the task in
assessing whether the scope of the evidence should be limited in a proceeding involves
finding a fair balance between the competing interests of the parties. The Union should
be generally entitled to lead any relevant evidence in support of its claim that the
Employer failed to take reasonable precautions to provide for the health and safety of
the members of the bargaining unit. At the same time, the passage of time will
invariably, at some level, prejudice the ability of the Employer to respond to the
allegations. Moreover, the parties through Article 22 of the collective agreement have
agreed that complaints or differences should be dealt with as “quickly as possible”.
[42] In balancing those interests, the Grievance Settlement Board in cases involving
harassment and racial discrimination, while allowing evidence that predates the time
frame for filing the grievance under the collective agreement; has, however, imposed a
limitation of not permitting evidence that relates to events that took place more than
three years before the date of the filing of the grievance. (See: OPSEU (Patterson)
(Leighton), supra; OPSEU (Patterson) (Abramsky), supra; OPSEU (Dale et al)
(Abramsky), supra). In my view, there is no reason to deviate from that general
guideline in the case at hand.
[43] The Union in the case at hand is obligated to establish that the Employer failed to
take reasonable precautions to provide for the health and safety of its employees. In
this regard, the Union has asserted a systematic or repeated failure to address the
health issues associated with the air quality at the Sudbury Jail that have been allegedly
raised with the Employer. In attempting to prove such allegations, the Union should, in
my view, be granted the leeway of relying on evidence that extends over a sufficient
period of time to support its position. Specifically, a wide aperture may be needed to
assess the overall legitimacy of the Union’s allegation.
[44] Additionally, it is noted that since the Union’s case is constructed on the
accumulative nature of purported Employer inaction, there is a similarity between the
nature of the evidence sought to be relied upon in the case at hand and an overall
pattern of improper and inappropriate behaviour that extends over a period of time,
which often lies at the heart of an allegation of harassment or discrimination.
[45] At the same time, consideration has to be given not only to the potential difficulty
the Employer may encounter in responding to allegations stretching as far back as
2006, but also to the likely limited probative value of such dated evidence. The
imposition of a cut-off point of three years before the date of the filing of the grievance
results in the relevant time period for the submission of evidence to be from January 6,
2009 to September 14, 2015; which, in my view, provides the Union a sufficient window
of time to prove its allegation that the Employer breached its statutory and collective
agreement obligations to provide a healthy and safe working environment for its
employees.
[46] In terms of the cases cited by the Employer for the adoption of a more restrictive
approach, it is noted that in Ottawa Hydro, supra, the disputed issue was whether
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evidence related to the time period from the filing of the grievance to the date of the
hearing should be admitted. The issue of evidence relating to events that occurred
before the filing of the grievance was essentially not argued in that case. Also of
particular importance, that proceeding was a contracting-out case in which there would
be a clear point in time where the union would have been able to assert that there was a
breach of the collective agreement. As to the decision in Galarneau et al, supra, the
case was argued on the basis of whether the grievance was a “continuing” grievance.
The issue being addressed in this case is not the timeliness of the grievance, but
whether there should be a temporal limitation on the scope of the evidence.
[47] In conclusion, the Employer’s motion to limit the scope of the evidence is upheld
to the extent that the Union cannot rely on events or incidents that took place more than
three years before the date of the filing of the group grievance.
Dated at Toronto, Ontario this 28th day of August 2015.
Brian Sheehan, Vice-Chair