HomeMy WebLinkAboutUnion 94-04-12IN THE MATTER OF AN ARBITRATION
BETWEEN:
ONTARIO PUBLIC SERVICE EMPLOYEES UNION
(FOR ACADEMIC EMPLOYEES)
(the "Union")
AND –
-
-
HUMBER COLLEGE OF APPLIED ARTS
AND TECHNOLOGY
(the "College")
AND IN THE MATTER OF A UNION GRIEVANCE DATED MARCH 17, 1993
(OPSEU FILE NO. 93B831)
BOARD OF ARBITRATION Robert D. Howe, Chair
Sherril Murray, Union Nominee
Ross W. Pirrie, College Nominee
APPEARANCES
For the Union Mary Mackinnon, Counsel
Maureen Wall
For the College Dale Hewat, Counsel
Nancy Hood
Toby Fletcher
Dave Haisell
Hearings in the above matter were held on February 4 and
March 3, 4, 12, and 19, 1994.
AWARD
The grievance which has been referred to this Board of Arbitration (the
"Board") for determination in these proceedings alleges a contravention of Article 2 of the
(September 1, 1991 to August 31, 1994) Collective Agreement by the College in its
Business Division (the "Division") during the Winter and Fall semesters of 1992 and the
Winter semester of 1993 (which, for ease of reference, will be referred to in this Award as
Winter '92, Fall '92, and Winter '93). In particular, the Union relies upon the following parts
of that Article:
Article 2
STAFFING
2.02 The College will give preference to the designation of full-time positions as regular
rather than partial-load teaching positions subject to such operational requirements as the
quality of the programs, attainment of the program objectives, the need for special
qualifications and the market acceptability of the programs to employers, students, and the
community.
2.03 A The College will give preference to the designation of full-time positions as regular
continuing teaching positions rather than sessional teaching positions including, in
particular, positions arising as a result of new post-secondary programs subject to such
operational requirements as the quality of the programs, enrolment patterns and
expectations, attainment of program objectives, the need for special qualifications and the
market acceptability of the programs to employers, students, and the community. The
College will not abuse sessional appointments by failing to fill ongoing positions as soon as
possible subject to such operational requirements as the quality of the programs, attainment
of program objectives, the need for special qualifications, and enrolment patterns and
expectations.
2.03 C If the College continues a full-time position beyond one full academic year of
staffing the position with sessional appointments, the College shall designate the position as
a regular full-time bargaining unit position and shall fill the position with a member of the
bargaining unit as soon as a person capable of performing the work is available for hiring on
this basis.
The relief requested in the grievance is:.rr1
Humber College will comply with the cited article by designating as full time regular
bargaining unit positions all positions in the Business Division which have been staffed by
sessional appointments or by partial load appointments without adequate justification for the
semesters Winter '92, Fall '92 and Winter '93. Such positions will be posted and filled
immediately.
The parties agree that the Board has been duly constituted, and that it has
jurisdiction to hear and determine the grievance.
Seven persons were called as witnesses during the five days devoted to the
hearing of this matter. In addition to their testimony, the Board has before it forty-five
exhibits which were entered during the course of the proceedings. In making the findings
and reaching the conclusions set forth is this award, the Board has duly considered all of
that oral and documentary evidence, as well as the submissions of counsel. The Board has
also assessed what is most probable in the circumstances of the case, and considered the
inferences which may reasonably be drawn from the totality of the evidence.
The gist of the Union's grievance is that the College has failed to give
preference to the designation of full-time positions as regular teaching positions, rather than
partial-load and sessional teaching positions, in its Business Division at its Northern
Campus. Extensive evidence was adduced before the Board concerning the use which was
made of partial-load and sessional teaching positions during the period from Winter '92 to
Winter '93 in the Division's Legal Assistant, Management Studies, Marketing, Computer
Information Systems, and Office Administration program areas. Evidence was also admitted
regarding the Division's use of such positions during subsequent semesters, and the actual
and planned hiring of new full-time teachers in the Division, as the Board was satisfied that
such evidence was of arguable relevance to the issue of what remedial relief would be
appropriate in the event that the grievance succeeded.
It is clear from the totality of the evidence that the Division relied quite heavily
upon partial-load and sessional teaching positions in the delivery of courses in its Legal
Assistant, Management Studies, Marketing, Computer Information Systems, and Office
Administration program areas during the three semesters covered by the grievance. During
the Winter '93 semester, for example, the College employed a total of 61 partial-load and
sessional teachers, and only 57 full-time faculty members, in those program areas. That
ratio of 61:57 (or approximately 1:1) stands in marked contrast to the College-wide ratio of
223:625 (or approximately 2:5). Although that substantial deviation from the College-wide
ratio does not, by itself, establish a contravention of Article 2, it does underline the need to
carefully examine
the extensive use which the College has been making of partial-load and sessional positions
in those program areas.
We do not pr opose to reproduce in this Award the voluminous and highly
detailed evidence which was adduced before us during the course of these proceedings, nor
do we propose to deal with that evidence on a course by course or program by program
basis. Rather, having duly considered all of that evidence, we propose to deal with the
grievance on a more global basis, and to thereby provide the parties with some general
guidance concerning the interpretation and application of the pertinent provisions of Article
2.
The rationale provided by the College for its use of many of the sessional and
partial-load positions in the Division was "the need for special qualifications". We are
satisfied that this rationale was appropriately relied upon by the College in some instances.
For example, Keith Hebblewhite was quite properly brought in on a partial-load basis to
teach Starting A New Business (and Marketing) on the basis of the special qualifications
which he possesses by virtue of his experience as an entrepreneur who has started a
number of new businesses. The same is true of a number of other individuals who were
brought in to teach in the Division on a partial-load or sessional basis, including Ruby
Maine-Gambhir, whose special expertise in pensions and benefits was utilized teaching
Pension Benefits on a partial-load basis, and Thom Lamb, an insurance claims adjuster who
was brought in on a similar basis to teach Insurance Claims and Insurance Law in the Legal
Assistant Program.
However, it is also clear from the totality of the evidence that the Division has
relied upon the rationale of "the need for special qualifications" in a number of instances
where the sessional and partial-load teachers brought in on the basis of that rationale do not
have "special qualifications" within the meaning properly attributed to that phrase in the
context of Article 2. It is obvious that anyone qualified to teach a course at the College must
have expertise in the subject matter of the course(s) which s/he is to teach. Giving the
phrase "special qualifications" an interpretation so expansive as to bring within its ambit
everyone having expertise of that type would enable to College to use sessional and partial-
load positions to provide most if not all of its courses, and would be utterly inconsistent with
the thrust of Articles 2.02 and 2.03 A. Thus, we are satisfied that the proper construction of
that phrase in the context of those provisions requires that it be interpreted as referring to
qualifications which are "special" in the sense that they are not possessed by persons whom
the College would be in a position to hire as full-time teachers, but rather are only
possessed by persons who for business, lifestyle, or other personal reasons are unwilling or
unable to accept a full-time teaching position at the College.
The Division's undue reliance upon the "special qualifications" rationale is
particularly evident in its Legal Assistant program. We recognize that the use of a number
of partial-load and sessional teaching positions in that program can be justified on the basis
of other operational requirements, such as the need for "market acceptability of the
[program] to employers, students, and the community", and ongoing uncertainties
concerning future enrolment in the program due to the lack of demand for program
graduates and the possibility that the program may be eliminated or substantially changed in
the next few years. However, neither those nor any of the other rationales available to the
College under Article 2 justify the inordinate extent to which partial-load and sessional
teaching positions were used in that program during the period covered by the grievance.
Some of the Division's use of partial-load and sessional teaching positions in
other programs can also be justified on the basis of enrolment patterns and uncertainties
concerning future enrolment expectations. Full-time post secondary enrolment in the
Division (at the Northern Campus) increased by 13.4% (from 2842 to 3223) between
September of 1991 and September of 1992. That substantial increase resulted primarily
from recessionary economic conditions, and has not been duplicated in succeeding years.
Audited enrolment totals for the Business Division (i.e., enrolments converted to standard
sixteen week equivalents, with visa students omitted) increased by only 1% (from 5996 to
6059) between 1992-93 and 1993-94, and are projected to increase by less than 1% (from
6059 to 6116) between 1993-94 and 1994-95. Thus, the Division's operational requirements
resulting from those " enrolment patterns and expectations" justified the use of a number of
the impugned partial-load and sessional teaching positions. In this regard, we are of the
view that the College complies with both the letter and spirit of Article 2 when, during periods
of fluctuating and uncertain future enrolment, it uses partial-load and sessional teaching
positions to cover enrolment increases, in order to avoid hiring new full-time teachers to
cover those increases on a short-term basis, and then having to lay them off during a
subsequent academic year if the enrolment increases prove to be short-lived. However, if
those increases in enrolment become relatively permanent, the College cannot legitimately
continue to justify using partial-load or sessional teaching positions to cover them in
subsequent academic years on the basis of " enrolment patterns and expectations", as this
would be inconsistent with the requirements of Article 2.
It is quite clear from the totality of the evidence, and in pa rticular from the
testimony of Richard Hook, the College's Vice-President of Instruction, that financial
considerations have played a substantial role in the College's heavy reliance upon partial-
load and sessional teaching positions in its Business Division. Using such positions is
considerably less costly for the College than employing additional full-time professors.
Indeed, during the course of argument, College counsel submitted that implementation of
the remedy requested by the Union would cost the College in excess of $500,000 per year.
In support of her contention that the College is entitled to rely upon financial
considerations as a justification for using partial-load and sessional teaching positions,
College counsel argued that financial considerations are an "operational requirement" within
the meaning of Articles 2.02 and 2.03 A. She also suggested that those provisions are
discretionary. Union counsel, on the other hand, submitted that the provisions are not
discretionary, and further submitted that the College cannot legitimately rely upon financial
considerations as a justification for using partial-load and sessional teaching positions rather
than full-time positions. In support of the latter submission, she initially argued that the only
operational requirements which the College is entitled to rely upon are those listed in
Articles 2.02 and 2.03 A. However, during her reply argument she submitted that even if the
College is entitled to rely upon "operational requirements" other than those specifically
mentioned in those Articles, it is not entitled to take into account financial considerations
because the nexus between staffing and financial considerations is dealt with
comprehensively in other parts of the Collective Agreement.
Both Articles 2.02 and 2.03 A require the College to give preference to the
designation of full-time positions as regular teaching positions rather than (in the case of
Article 2.02) partial-load teaching positions or (in the case of Article 2.03 A) sessional
teaching positions. Neither of those provisions is couched in discretionary terms. However,
the College's mandatory obligation under each of those provisions is expressly made
"subject to such operational requirements as the quality of the programs, attainment of
program objectives, the need for special qualifications and the market acceptability of the
programs to employers, students, and the community." (Article 2.03 A also refers to
"enrolment patterns and expectations".)
It is evident from th e wording of both provisions that the lists of "operational
requirements" contained in them are not meant to be exhaustive. If that had been the
negotiators' intention, they could easily have used language such as "subject to the following
operational requirements...", instead of "subject to such operational requirements as...". The
use of the latter phraseology indicates that the items listed in those provisions are not
intended to be all-encompassing, but rather to be examples of what constitute "operational
requirements". However, those examples do provide some guidance regarding the proper
interpretation of the phrase "operational requirements", as they are illustrative of the type of
considerations which the College may legitimately take into account in determining whether
a departure is warranted from the general requirement of giving preference to the
designation of full-time positions as regular teaching positions.
The examples listed in Article 2.02 all pertain to the quality and effectiveness
of College programs, rather than to fiscal matters such as the cost of providing the
programs. (With the possible exception of "enrolment patterns and expectations", the same
is true of Article 2.03 A.) The existence of that qualitative "common thread" militates against
interpreting "operational requirements" to include financial matters. (This interpretative
approach involves the application of an approach somewhat analogous to what has
sometimes been referred to by means of the maxim " noscitur a sociis" in areas of the law
concerned with the construction of statutes, contracts, and other legal instruments. That
maxim (which means "it is known from its associates") is a legal interpretative doctrine which
recognizes that general words associated with specific words often take colour from the
specific words, so as to restrict the general words to a sense analogous to the less general
words with which they are associated.)
In addition to the foregoing, a number of other factors also militate against
adopting the interpretation of "operational requirements" urged upon us by College counsel.
As noted by Union counsel during the course of her submissions, the nexus between
staffing and financial considerations is dealt with comprehensively in other parts of the
Collective Agreement, such as Article 27 (JOB SECURITY), Article 28 (EMPLOYMENT
STABILITY), and Article 29 (EXTRAORDINARY FINANCIAL EXIGENCY). The inclusion of
those specific, detailed provisions in the Collective Agreement renders it unlikely that even
though no mention is made of financial considerations in Article 2, the negotiating parties
nevertheless intended the provisions of that Article to be construed as also dealing with the
connection between staffing and financial considerations. Since financial matters are almost
invariably of very great importance to parties negotiating collective agreements, one would
reasonably expect that if financial considerations were intended to form part of the
"operational requirements" exception to the general rule specified in Article 2.02 and 2.03 A,
the parties would have specifically referred to it in their list of examples, particularly where
the College's ability to rely upon financial considerations in applying those provisions could
well give rise to an exception of such magnitude as to virtually eliminate the general rule.
For the foregoing reasons, the Board, having regard to all of the evidence
and the submissions of the parties, finds and hereby declares that the College has
contravened Articles 2.02 and 2.03 A of the Collective Agreement by failing, during the
period covered by the grievance, to give preference to the designation of full-time positions
as regular rather than partial-load or sessional teaching positions, to the extent required by
those provisions.
In determining the appropriate remedial response to the College's
contraventions of the Collective Agreement, we have duly considered all of the
circumstances, including the extent to which the College's use of partial-load and sessional
teaching positions has already been modified through the hiring of new full-time employees,
including those hired pursuant to the settlement of an earlier grievance (filed by
the Union on November 29, 1991, and resolved by a Memorandum of Settlement dated
October 13, 1992). We have also considered the fact that the College was entitled under
Articles 2.02 and 2.03 A to utilize a number of the partial-load and sessional teaching
positions which it used in delivering courses in its Business Division during the three
semesters covered by the grievance.
Having regard to all of the circumstances, the Board hereby orders the
College to increase its Business Division's complement of full-time regular teaching
positions by a minimum of three additional positions. Those three positions are to be posted
by November 1, 1994, and are to be filled by the beginning of the Fall Semester of 1995,
unless otherwise agreed by the parties.
The Board will remain seised of this matter for the purpose of dealing with
any difficulties which may arise regarding the implementation of the Board's order.
DATED at Toronto, Ontario this 12th day of April, 1994.
______________________________
Robert D. Howe
Chair
I concur.
"Sherril Murray"
Sherril Murray
Union Nominee
I concur.
"Ross W. Pirrie"
Ross W. Pirrie
College Nominee