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BETWEEN: f',/~)
F~S~~ COLLEGE
(the "College")
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ONTARIO PUBLIC SERVICE EMPLOYEES UNION
(the ",Union")
GRIEVANCE RE SESSIONAL TEACHING LOAD
BOARD OF ARBITRATION: Pamela C. Picher - Chair
Ross Pirrie - College Nominee
Jon McManus - Union Nominee
APPEARING FOR THE
COl .1 JEGE: B.J. Bowlby - Counsel
APPEARING FOR THE
UNION: M. Ruby - Counsel
Hearings in this matter were held in London on February 16 & September 19, 1988;
and May 3 & 31, 1989.
AWARD
Through this arbitration the Union seeks a declaration that the College
breached article 4.05 of the collective agreement in respect of the teaching load it
assigned numerous sessional teachers in the winter term of the 1986-87 academic year.
A sessional instructor is not included in the bargaining unit; instead he or she is hired
under contract for a specific period of time and may be assigned a full time work load.
Article 4.05 of the collective agreement provides as follows:
4.05 The parties agree that no College shall circumvent the
provision of this Article by arranging for nnreasonable
teaching loads on the part of persons who are
excluded from or not included in the academic
bargaining unit.
[emphasis added]
1. SUBMISSIONS OF THE PARTIES ON THE GENERAL PRINCIPLES
AND PROVISIONS OF THE COLLECTIVE AGREEMENT:
The Union maintains the College assigned an unreasonable teaching load to the
five sessional employees set out in the grievance: Dennis Toth, Allan Bolduc, Ruth
Rogers, Lynda Monik and Elizabeth Bildfell. To define an unreasonable teaching load
in contravention of article 4.05 of the agreement, the Union relies on the established
maximums set out in the agreement for the total contact hours and total workload hours
that may be assigned to full-time teachers in the bargaining unit. The Union submits
that if these maximums are exceeded by the sessional teacher, the workload should be
deemed to be unreasonable for the purposes of article 4.05 of the agreement. The
College, on the other hand, acknowledges that these maximums are relevant to the
assessment of a reasonable teaching load for sessional teachers but argues that
exceeding the full-time maximums does not automatically constitute an unreasonable
teaching load within the meaning of article 4.05 of the agreement. Counsel emphasizes
that in contrast to the full-time teachers within the bargaining unit, the collective
agreement does not set express limits on the hours that the College may assign
sessionals teachers; instead it sets a standard of reasonableness. Counsel argues that
if the parties had intended to preclude the College from assigning any more hours to
sessional teachers than it can to full-time teachers, they could have expressly so
provided in the collective agreement instead of utilizing the more flexible standard of
reasonableness.
Article 4 of the collective agreement sets maximums on both the total teaching
contact hours that may be taught by a full-time teacher in the bargaining unit and the
total workload hours that may be attributed and assigned to the teacher. Article 4.01(9)
sets the following maximum teaching contact hours for full-time teachers:
4.01(9) Teaching contact hours for a teacher in post-
secondary programs (which shall be understood
to include Nursing) shall not exceed eighteen
(18) in any week. Teaching contact hours for a
teacher not in post-secondary programs shall not
exceed twenty (20) in any week.
4.01 (2) (b) A "teaching contact hour" is a College
scheduled teaching hour assigned to the
teacher by the College.
[emphasis added]
A teacher's total workload accounts for hours in addition to teaching contact
hours, such as hours for preparation, student evaluation and administrative tasks which
are attributed to the teacher as part of his or her workload on the basis of various
formulae set out in the agreement. Article 4.01(2) stipulates that a total workload
assigned to a full-time teacher shall not exceed 44 hours in any week.
4.01 (2) (a) Total workload assigned and attributed by
the College to a teacher shall not exceed
forty-four (a,4) hours in any week for up to
thirty-six (36) weeks in which there are
teaching contact hours for teachers in
post-secondary programs including nursing
and for up to thirty-eight (38) weeks in
which there are teaching contact hours in
the case of teachers not in post-
secondary programs.
The balance of the academic year shall be
reserved for complementary functions and
professional development.
Workload factors to be considered are:
I i) teaching contact hours
ii) attributed hours for preparation
(iii) attributed hours for evaluation
and feedback
(iv) attributed hours for
complementary functions
[emphasis added]
The Union argues that the teacher contact hours taught by the sessional
teachers should be augmented in accordance with various formulae which attribute
additional hours to the full-time teacher's workload. Article 4.01(4) establishes a
formula for attributing hours to a teacher's total workload for preparation. The
number of hours attributed varies according to such factors as whether the course is
new to that teacher, whether it is one he or she has taught before but not within a
given period of time or whether it is an additional section of a course already being
taught by the teacher. Article 4.01(5) establishes a formula for attributing hours to a
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teacher's workload to cover evaluation and feedback. The number of hours attributed
depends on such factors as whether the evaluation involves the grading of essays or
projects, whether it involves the mechanical marking of short answer tests or whether
it is performed within the teaching contact hour. Article 4.01(6) speaks to the
assignment of complementary functions to teachers and the ascribing of additional hours
to the teacher's workload on the basis of those functions:
4.01 (6) Complementary functions appropriate to the
professional role of the teacher may be assigned
to a teacher by the College. Hours for such
fimctions shall be attributed on an hour for hour
basis.
An allowance of a minimum of five (5) hours of
the forty-four (44) hour maximum weekly total
workload shall be attributed as follows:
3 hours for routine out-of-class assistance
to individual students
2 hours for normal administrative tasks.
[emphasis added]
The Union argues that for measuring the workload of the sessional employees
the 5 hours referred to in article 4.01(6) for complementary functions should
automatically be added to their actual contact hours in order to determine their
respective workloads. The Union submits that attending faculty meetings is not part of
these 5 hours. Accordingly, the Union argues, the fact that a sessional teacher is not
expected to attend faculty meetings does not negate the applicability of the additional 5
hours for the sessional employees.
Article 4.01 (10) sets a maximum on the amount of overtime that may be
worked by a full-time teacher:
4.01 (10) (a) Notwithstanding the above, overtime worked
by a teacher shall not exceed one (1)
teaching contact hour in any one week or
three (3) total workload hours in any one
week and shall be voluntary.
At the time of the grievances, however, a further transitional overtime
provision was in effect:
[I.ETI'ER OF UNDERSTANDING]
April 7, 1986
Dear Sir:
Re: Overtime
For the academic year beginning September 1, 1986, and in
order to facilitate the introduction of new workload
provisions in the colleges, Article 4.01 (10) shall be
extended such that overtime worked by a teacher on a
voluntary basis shall not exceed two(2) teaching contact
hours in any one week or six (6).total workload hours in
any one week. All other prowsxons of Article 4.01(10)
shall apply to all overtime.
N.E.Williams J. Clancy
Chairman President
Ontario Council Ontario Public Service
of Regents Employees Union
[emphasis added]
This provision extended for the 1986-87 academic year the permissible overtime that
could be worked by the full-time teachers. It permitted two overtime contact hours a
week thus increasing the total permissible contact hours to 20 for teachers in post-
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secondary programs including nursing. It further permitted six overtime total workload
hours for a total of 50 total workload hours a week.
For the assessment of what is reasonable, the Union asks the Board to take
judicial notice of the overtime allowed under the Employment Standards Act. In
response, the College emphasizes that the Employment. Standards Act speaks to hours
that are actually worked, and not attributed hours for course preparation and
administrative duties unless they have been actually worked. The Board accepts the
College's submission that no evidence was presented to establish how many hours were
actually worked by the sessional employees in dispute. Accordingly, we accept the
submission of the College that the standards established by the E.S.A. of not working
more than 44 hours a week are not helpful in the instant matter to determine whether
the College breached article 4.05 of the collective agreement.
Accounting for permissible overtime, then the Union argues that at the very
most, the maximum reasonable assignment for a sessional teacher would be 50 (44 plus
6) total workload hours in any one week or 20 (18 plus 2) contact hours for teachers in
post secondary programs including nursing.
In support of using the workload maximums established for full-time teachers
as the measure of reasonableness for the purposes of article 4.05, the Union relies on
the arbitration decision in Re Fanshawe College and OPSEU, decision of D.H. Kates
dated July 22, 1988. When that case was decided the revised workload provisions
establishing express workload maximums and specific formulae for attributed hours were
not yet in effect. The board of arbitration, however, concluded that the College had
breached article 4.05 of the agreement by assigning an unreasonable teaching load to a
sessional employee because the workload assigned to the sessional employee (37-1/2
hours per week) exceeded by approximately 30 percent the average weekly workload of
a full-time teacher (27.5 hours per week) who, the board was satisfied, discharged
comparable duties and responsibilities to those assigned to the sessional teacher. At
pp.41-42 the Board stated the following:
If Ms. Fleming's [the full-time teacher's] situation as a
teaching, master ~n the Colle. ge's employ reflects an
appropriate standard for measuring the "reasonableness" of
a teaching load then Ms. Begert's [the sessional employee's]
teaching load in comparison must clearly be concluded to
have been "unreasonable". In that sense the College
through its arrangement with Ms. Begert as a sessional
employee foisted upon her an inappropriate teaching load
that was in excess of the reasonable standard of a
comparable bargaining unit employee. As a result, we hold
the College, as alleged, to have been in violation of Article
4.05 of the collective agreement.
Counsel for the Union argues that the College had a variety of alternatives to
assigning sessional teachers more hours than it would be permitted to assign to full-time
teachers. He maintains, by way of example, that the persons responsible for the
respective assignments could have restructured the teaching assignments for the full-
time teachers that were taken over by the sessional teachers, so that the established
maximums would not have been exceeded. He argues that they could have gone outside
the respective departments to determine if there was another available, qualified full-
time teacher to take over the load that was covered by the sessional teachers, or could
have utilized two sessional teacher replacements instead of one in order to stay within
the maximums.
The Union further submits that even if there might be rare circumstances
which would justify the College assigning a sessional teacher a workload in excess of
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the collective agreement maximums, such circumstances do not exist in the
circumstances of this case.
Counsel for the College argues for a different interpretation of article 4.05
and maintains that the reasonableness of the teaching loads assigned to the respective
sessional teachers involved in this grievance should not be measured with the yardstick
applicable to the full-time teachers. Counsel maintains that the expectations for full-
time teachers in the bargaining unit are different than for sessional employees and that,
accordingly, different considerations should apply to determine the reasonableness of
their respective workloads. Counsel emphasizes, for example, that the sessional
teachers involved in this grievance had none of the outside, administrative duties (like
attending faculty meetings or holding office hours to meet with students) that full-time
teachers have. She argues on that basis that their contact hours do not, therefore,
attract the same total workload hours as the contact hours for full-time teachers in the
bargaining unit.
While counsel for the College does not dispute that the maximums established
for full-time teachers are a relevant consideration, she argues that the board of
arbitration should consider as well the following additional factors: 1) the nature of the
course (e.g. whether it is a repetition course for the sessional teacher and whether it is
a clinical course where a person practicing in the field is required), 2) the surrounding
duties, if any, in addition to the contact hours, 3) whether the College was faced with
an emergency when it made the assignment, 4) whether the assignment is an ongoing
one or a short-term assignment to temporarily replace a full-time teacher who will be
returning to the position, 5) whether there are available, qualified full-time teachers
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who could assume the assignment, and 6) whether there has been a negative impact on
the bargaining unit.
The College maintains that in the instant circumstances each assignment under
review involved unique circumstances which more than justified the appointment of the
sessional teachers notwithstanding that the contact hours and/or total attributed
workload hours (if assessed by the standards applicable to full-time teachers) exceeded
the limits permitted for full-time teachers.
Counsel for the College looked to the words of the collective agreement in
further support of her position that the reasonableness of the work assigned to
sessional teachers should not automatically be assessed by the maximum workload hours
established in the collective agreement for the full-time teachers. Counsel emphasizes
that the phrase used in article 4.05 is "unreasonable teaching loads" and not
unreasonable "workload". Counsel argues that under article 4 "workload" takes into
account factors in addition to teaching contact hours and includes, as well, attributed
hours for evaluation and feedback (article 4.01(2) and (5)), attributed hours for
complementary functions for such things as routine out-of-class assistance to students
and normal administrative tasks (article 4.01(2) and (6)), attributed hours for various
numbers and types of preparations (article 4.01(2) and (4)) as well as attendance at
faculty meetings.
The College relies on the arbitration decision in Re Fanshawe College and
OPSEU (union grievance #83249 re Louise Umoessien) (hereinafter referred to as "Re
Umoessien~), decision of H.D. Brown dated July 12, 1984, to argue that the
reasonableness of the teaching contact hours assigned to sessional employees must be
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assessed within the context of all surrounding circumstances. In Re Umoessien, the
sessional teacher was assigned to teach a specific course for a specific time period at
27 hours a week, which was 6 hours over the maximum allowed for regular teachers.
The Union argued it was an unreasonable teaching load in contravention of the
collective agreement. In concluding that it was not an unreasonable teaching load
notwithstanding that it exceeded the maximum for regular teachers, the board of
arbitration considered the following additional factors: a) that the specific course taught
by the sessional teacher could not easily have been assigned to other teachers, b) that
the continuity of the teacher resulting from the assignment would benefit the type of
students taking the course and c) that there was no evidence to show that any member
of the bargaining unit was adversely affected by the assignment.
In response to the Union's assertion that the College had numerous
alternatives to the disputed assignments to the sessional teachers involved in this
grievance, counsel for the College observes that the burden of proof is on the Union
and submits that the Union could have explored these possibilities with the chairs
responsible for the assignments in dispute who were brought forward by the College to
give evidence. The College argues that the Union chose not to do so in its cross-
examination of some of the witnesses and, to the extent that it did with others, did not
shake the evidence of the College's witnesses who testified that they were unaware of
any feasible means of covering the courses in issue, apart from making the assignments
they did to the sessional teachers. In addition, the College argues, the Union failed to
present its own evidence of viable alternatives to the sessional appointments made by
the College.
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Both parties referred to the arbitration decision in Re Cambrian College and
OPSEU, Local 655, decision of J. Devlin dated November 16, 1987. In that case, the
board held that the assignment to a sessional teacher of 49.1 total workload hours a
week was not an "unreasonable teaching [load]" in breach of article 4.05 of the
agreement. The board noted that in light of the April 7, 1986 Letter of Understanding
respecting overtime, set out above, the total workload of 49.1 did not in fact exceed
the maximums established for full-time teachers and found that that in itself would
suggest that the teaching load was not an unreasonable one. The board further made
some general comments respecting article 4.05. It stated that a violation of article 4.05
(i.e. the assignment of an unreasonable teaching load) was not dependent on a finding
of bad faith. In addition it expressed the opinion that whether the sessional employee
was content with the workload was "largely irrelevant". At p.15, the board observed:
Article 4.05 was designed to preclude the College from
assigning excessive or unreasonable teaching loads to non-
bargaining unit employees with potentially negative impact
on members of the bargaining unit. As a consequence, the
reasonableness of the teaching load can not, in our view,
be judged by whether the sessional employee is satisfied
with the hours assigned.
The board expressly noted that the question of whether the assignment of "total
workload hours beyond those permitted by the collective agreement would invariably
constitute an unreasonable teaching load within the meaning of article 4.05" was an
issue it did not need to decide. That question is the issue which falls to this Board in
the instant matter.
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IL THE FACTS AND SUBMISSIONS ON THE SPECIFIC
ALLEGED VIOLATIONS:
A. THE APPOINTMENT OF MS. RUTH ROGERS:
1. In Health Sciences:
a) Ms. Mary Richards, the Chair of the Health Sciences and Human Services
Division in the School of Continuing Education, appointed Ms. Rogers as a
sessional teacher for a 10 week period from January to March of 1987.
She was assigned to cover a specific course for three hours a week.
b) There were no administrative duties expected of Ms. Rogers; she was not
required to attend at the College outside her actual teaching hours. She
was only expected to prepare for and actually teach the course assigned.
c) Ms. Richards considered that Ms. Rogers was well qualified to teach the
course because she had an extensive background in the area.
2. In Office and Administrative Studies:
a) In February of 1987, Ms. Sheila Lancaster, the Chair of the Office and
Administrative Studies Division at the College, appointed Ms. Rogers as a
sessional teacher for 9 weeks. She taught 9 hours a week, which
included two sections of a Law and Security course. Ms. Rogers was
also teaching a basic business course which she had taught before.
b) Ms. Rogers' appointment as a sessional teacher arose rather abruptly. At
approximately 2:30 on a Friday afternoon the partial load English
instructor ("Mr. M.") who had been teaching a section of Law and
Security announced that effective immediately he could no longer carry
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on with the course. He claimed that he could not cope with the class
and that the course was not as easy as he had thought it would be.
c) Ms. Lancaster stated that she could not assign Mr. M's class to any of
the other full-time teachers because they already had full loads. In
addition, there were no full-time teachers who had previously taught the
course. Ms. Lancaster testified that she could not hire an additional full-
time teacher to assume Mr. M's load because there was no available
complement or money in the budget. The Division was already short 1-
1/2 full-time teachers who were on secondment. The Division, however,
had to hold their positions open until their return and thus could not
hire a full-time teacher to fill that gap.
d) Ms. Lancaster checked with the Chairs of the other departments to see if
they had full-time teachers available and was advised that they were all
teaching to their maximum allowable limits.
e) Ms. Lancaster stated that she assigned the course to Ms. Rogers as a
sessional teacher for several reasons: 1) Ms. Rogers was already teaching
the other section of the course and thus would have no additional
preparation, 2) she was an experienced, versatile teacher with an
extensive background in psychology and sociology who, in Ms. Lancaster's
assessment, was capable of taking over a troubled course and handling a
group of difficult students, and 3) she had little time to search for an
alternative because the loss of the original instructor was announced
suddenly and was effective immediately.
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f) Ms. Lancaster testified that the total teaching load assigned by her to
Ms. Rogers was 21 contact hours. Applying the workload provisions of
the agreement applicable to full-time teachers there would be an
additional 19.3 attributed hours for such matters as preparation and 17
attributed hours for evaluation and feedback for a total workload of 57.3
hours per week. Ms. Lancaster testified that she did not believe it
would actually amount to a workload of 57.3 hours because of Ms. Rogers'
extensive background in the area. Ms. Lancaster further testified that
as a sessional teacher Ms. Rogers was not expected or required to assume
any administrative duties like curriculum development or choosing
textbooks. She was responsible only for preparation, teaching and
marking. Accordingly, she does not believe the 5 complementary hours
that are normally added to a full-time teacher's load would properly be
added to hers. Ms. Lancaster did not know that Ms. Rogers was also
teaching a 3 hour per week course in the Health Sciences Division.
3. Submissions Re Ruth Rogers:
a. The Union submits that Ms. Rogers had a total workload of 70.3 hours a
week as calculated by adding attributed hours to the teaching contact
hours assigned by both Ms. Lancaster and Ms. Richards. The UniOn
maintains that this far exceeds the maximum 50 hours, allowed for full-
time teachers and is thus unreasonable.
b. The Union argues that the College failed to consider the range of options
available to it before assigning the workload to Ms. Rogers.
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Specifically, the Union argues, the College didn't go to other departments
to see if the schedules of any full-time teachers could have been altered
to enable them to assume some of the workload.
c. According to the College the assignment given to Ms. Rogers was in the
nature of an emergency and arose out of a unique set of circumstances.
As described by the College, Ms. Lancaster was caught in a very difficult
situation because a partial load teaching master unexpectedly quit with no
notice leaving Ms. Lancaster with 12 hours of teaching to fill in a very
difficult class.
d. The College emphasizes that Ms. Rogers was a particularly appropriate
choice as the replacement because she was already teaching the course in
question and was known to be able to handle difficult students.
e. The College describes Mr. Rogers as being assigned, at the maximum, 24
contact hours (21 contact hours by Ms. Lancaster and 3 additional hours
in continuing education) which is four over the limit for full-time
teachers, taking into consideration allowable overtime.
f. The College argues that the Union did not draw out in its cross-
examination of Ms. Lancaster or present through its own evidence any
different resolution of the difficult problem facing the College when the
teaching master unexpectedly quit in the middle of the course.
B. THE APPOINTMENTS OF MS. ELIZABETH BILDFELL AND
MS. LYNDA MONIK AS CLINICAL INSTRUCTORS IN THE
SCHOOL OF NURSING:
1. Ms. Bildfell:
a. Ms. Bildfell was appointed by Ms. Mary Richards, the Chair of the Health
Sciences and Human Services Division in the School of Continuing
Education, as a sessional teacher for 3 weeks in April of 1987. She was
assigned to teach the 3 week clinical consolidation portion of the post
diploma critical care program for qualified registered nurses. Her
assignment was 30 contact hours a week for 3 weeks.
b. The post diploma critical care program is designed to prepare qualified
registered nurses to work in such areas as intensive care, emergency,
recovery and the trauma unit. Nurses already working in these units may
also take the continuing education program to update their skills. The
course is taken over a two-year period on a part-time basis, one night a
week, 3 hours a night. After completing 2 years of theory, the nurses
take a 3 week consolidation program in a hospital. It is the final clinical
portion of the program that Ms. Bildfell was assigned to teach.
c. Ms. Richards testified that to be qualified to teach the 3 week
consolidation program the individual must,
1) be a graduate nurse,
2) possess post-basic preparation in nursing education,
3) have current teaching experience, and
4) be practising currently in one of a critical care areas.
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d. The clinical instructor for the clinical portion of the basic nursing
program may well be a full-time teacher in the bargaining unit. Ms.
Richards testified, however, that the clinical instructor role in the post
diploma program cannot be filled by a full-time teacher because the post
diploma program is a specialty program and requires the enhanced skills
of a nurse who is actively working in the specialized area.
e. Ms. Richards further testified that the role of the clinical instructor in
this post diploma course is different from the role of the clinical
instructor in the clinical portion of the basic nursing program because
the students in the post diploma program are already qualified nurses who
have functioned as independent practitioners and thus don't need skill
teaching and testing as much as general direction and guidance. Ms.
Richards described the clinical instructor in the post diploma program as
more of a resource person than an instructor. The students in the basic
nursing program, on the other hand, are inexperienced and need more
direct supervision and teaching.
f. Ms. Bildfell possessed the qualifications required for the clinical
instructor in the post diploma critical care program. She had a bachelor
of nursing -B.s.C.N.; she had current and ongoing teaching experience
because she had taught a number of the theoretical courses in the
program on a part-time basis, and she had current experience in the field
in that she worked in the critical care unit at Victoria Hospital. In
addition, Ms. Bildfell was considered a particularly appropriate person to
teach the course because she had taught the same students in the
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classroom in the earlier portion of the same program. Ms. Richards was
not aware of any full-time teacher in nursing who was qualified to teach
in the program, particularly since the students and the hospital which
accepted the students for their clinical program expected the clinical
instructors to be currently practicing in the field.
g. As indicated above, the teaching role assumed by Ms. Bildfell was not as
a direct teacher of the 4 students in her group but rather as a resource
person available on request to give guidance and direction. The students
were further assigned to a staff nurse who was responsible for providing
the direct nursing care to the patients there. Ms. Bildfell would meet
with the staff nurse to whom the students had been assigned to discuss
their progress.
k. During the three week assignment Ms. Bildfell was not required or
expected to attend faculty meetings, to do course preparation or to
attend at the College. She was required to complete an evaluation on
each student. Ms. Richards stated that Ms. Bildfell would have had ample
time to do that within the 30 contact hours. Ms. Richards testified that
she has never been advised by any clinical instructor in this course that
specific preparation was done to perform the role of clinical instructor.
She commented that because the clinical instructors are providing
guidance rather than express teaching, their preparation is their total
background and active practice in the specialized field. It is not specific
preparation immediately prior to the contact hours.
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1. Ms. Richards testified that it would be difficult to split the 30 hours
between two sessional teachers in order to decrease the contact hours for
a single sessional teacher because there are so few people who have the
qualifications to teach the consolidation program. She further stated
that it would be harder for the students to relate to two clinical
instructors.
2. Ms. Lynda Monik:
a. Ms. Monik was given a sessional appointment by Ms. Mary Richards to be
the clinical instructor for the clinical consolidation portion of the post
diploma neurological nursing program. This program is given to qualified
registered nurses on a part-time basis. They take theory classes once
a week, three hours at a time, for 2 years. The clinical consolidation
portion of the program follows the theoretical instruction. It is for 4
weeks, 40 hours a week.
b. The role of the clinical instructor is as a resource person, to provide
guidance and direction to students at their request. Ms. Monik had 11
students.
c. Ms. Monik was not required or expected to attend faculty meetings, to
attend at the College, to do course preparation or to do anything outside
or in addition to the 40 hours assigned. She was required to do
evaluations for the students but it was expected that this would be done
within the 40 hours.
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d. To be qualified to teach the clinical consolidation program the person
must,
1) be a registered nurse licenced by the College of Nurses,
2) have post basic preparation in nursing education such as a B.S.C.N.,
and
3) have current and ongoing experience in neuroscience nursing.
e. Ms. Monik met these qualifications. She had a B.S.C.N.; she was a
masters student and she was a team leader in the Neuro Unit at
University Hospital.
f. Ms. Richards was unaware, of any full-time teacher who met these
qualifications particularly since both the Hospital and the students
expected the clinical instructor to be actively practicing in the field.
g. Ms. Richards testified that it would not have been feasible to split the 40
hour a week 4 week program between two full-time clinical instructors
because she was not aware of another available qualified instructor.
Moreover, she stated that it was a short, intense program that was not
appropriate for. a full-time assignment to a full-time teacher in the
bargaining unit.
3. SUBMISSIONS RE MS. BILDFELL AND MS. MONIK:
The Union maintains that the short duration of the teaching assignment for
Ms. Bildfell and Ms. Monik is irrelevant because the maximums set out in the collective
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agreement clearly apply to the School of Nursing and any individual week of teaching
within that school. The Union argues that with 40 contact hours for Ms. Monik and 30
for Ms. Bildfell, the teaching assignments were well in excess of what is permitted for
full-time teachers in the bargaining unit. The Union maintains that when pressed in
cross-examination Ms. Richards conceded that she didn't actually know if Ms. Monique
or Ms. Bildfell had done any preparatory work outside the 40 contact hours. Counsel
further argues that since Ms. Richards testified that there were approximately 12 people
in the community who would be qualified to teach the course, there were other ways,
consistent with the maximums in the collective agreement, to offer the consolidation
portion of the course. The Union argues that to comply with the collective agreement
the College could have used two sessional teachers. To assign that workload to one
teacher, which could not be done for a full time teacher in the bargaining unit because
it would exceed the maximums is, the Union argues, unreasonable within the meaning of
article 4.05 of the agreement.
The College argues that the appointments of Ms. Bildfell and Ms. Monik as
sessional teachers was virtually the only feasible approach because to be qualified the
instructors were required to have current experience in the area. Counsel for the
College stressed that the full-time teachers in the bargaining unit did not have the
required current experience and thus were not qualified to teach the clinical
consolidation portion of the program. Counsel for the College further argues that Ms.
Richards' evidence established that it was inappropriate to split the clinical instruction
between two teachers. Counsel emphasized that the Union presented no evidence to
establish any other workable arrangement for teaching of the clinical portion of the
program and did not draw such an alternative from Ms. Richards on cross-examination.
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The College acknowledges that the teaching loads assigned to Ms. Bildfell (30
hours a week for three weeks) and Ms. Monik (40 hours a week for 4 weeks) were in
excess of the maximums. Counsel argues, however, that they were not unreasonable
because there was no preparation involved, because the instructors act as resource
persons for the students who are already quite advanced in their skills, because student
evaluations could be done within the clinical hours and because they were not required
to attend at the College for any administrative or extra duties as would be required for
full-time teachers in the bargaining unit.
C. THE APPOINTMENT OF MIL ALLAN BOLDUC AND
MR. DENNIS TOTH:
1. Mr. Bolduc:
a. Mr. Nicholas Prokos, the chair of the Electrical/Electronics Division of
the College, appointed Mr. Bolduc as a sessional teacher from March 9th
to March 27th of 1987. The records are somewhat unclear as to whether
Mr. Bolduc was assigned 18 or 21 contact hours. Accordingly, we assume
for the purposes of this arbitration that he was assigned 21 contact
hours.
b. Mr. Prokos testified that he assigned the work in question to a sessional
teacher instead of a full-time teacher because the department was low on
its complement of active full-time teachers. One was on sabbatical and
two were on secondments to other areas of the College. No active full-
time teacher in the department was thus available. Mr. Prokos further
testified that it was not feasible to hire a full-time teaching master. The
three full-time positions were only temporarily vacant and had to be
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protected for the teachers who were away. The two secondments
occurred on short notice which, according to Mr. Prokos, would make it
more difficult to cover the work from those positions with full-time
teachers from some other area of the College. Mr. Prokos thus filled the
temporary shortage of full-time teachers by a combination of sessional,
part-time and partial load appointments. He further testified that some
overtime, within the limits of the collective agreement, had already been
assigned to full-time teachers.
c. Mr. Prokos testified that Mr. Bolduc was not required to attend faculty
meetings Or assume any administrative duties that are normally performed
by full-time teachers. Mr. Prokos further stated that Mr. Bolduc had
already taught most of the courses involved. Sometimes he was assigned
as a partial load teacher and sometimes, i.e. during the period in dispute,
he was assigned as a sessional teacher working a full load.
2. Mr. Toth:
a. Mr. John Roberts is the Chair of the Civil/Technical Architectural
Division of the College. He appointed Mr. Toth as a sessional teacher
from January 5 to January 30 of 1987.
b. Mr. Toth was originally expected to be a partial load appointment, not a
sessional teacher working a full-time load. In late December of 1986,
however, one of the full-time teachers in the bargaining unit, ("Dr. M."),
was required to go into the hospital for approximately one month. Mr.
Roberts appointed Mr. Toth to cover some of Dr. M.'s courses for that
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short period of time which increased his total contact hours to 19 and
transformed his appointment into a sessional one.
c. For two of Dr. M's courses, Dr. M. was the only person with the required
expertise. Accordingly, Mr. Roberts increased Dr. M.'s weekly classroom
hours once he came back from the hospital in February so that he could
give those two full courses in a compressed period of time.
d. Mr. Roberts assigned the eight weekly hours involved in the remainder of
Dr. M.'s schedule. Mr. Roberts testified that there was no full-time
teacher in his department who was available to take over these courses.
He stated that it was not feasible to replace Dr. M. with the appointment
of a full-time teacher when the absence was for such a short period of
time. Mr. Roberts acknowledged that he did not check with other
departments to determine whether a full-time teacher could teach the
eight hours in question but assumed there would not be anyone able to
cover that many hours on such short notice.
e. Mr. Roberts testified that Mr. Toth was not expected to go to faculty
meetings, to become involved in curriculum development or to assume any
incidental duties expected of full-time teachers.
f. Mr. Roberts testified that Mr. Toth was particularly suited to teaching
the assigned course because he had taken it himself and was thus familiar
with the contents. Mr. Roberts stated that it was a basic first year
technology course and thus was not too difficult.
3. SUBMISSIONS RE MR. BOLDUC AND MR. TOTH:
a. The Union concedes that if allowance is made for permissible overtime
then Mr. Toth and Mr. Bolduc were as'signed total workloads within the
maximums allowed for full-time teachers in the bargaining unit. Looking
to the contact hours standing on their own, Mr. Bolduc worked one in
excess of the maximums and Mr. Toth worked with the max/mums. The
Union maintains, however, that notwithstanding teaching assignments that
were within or nearly within all the maximums, there were insufficient
circumstances to justify the appointment of sessional teachers.
IH. DECISION:
A. RE GENERAL PRINCIPLES:
The Board is readily satisfied that the determination of whether a sessional
instructor is assigned an unreasonable teaching load in contravention of article 4.05 of
the collective agreement cannot be determined through an automatic application of the
workload maximums applicable to the full-time teachers in the bargaining unit. The
focus of article 4.05 is "unreasonable teaching load", not "unreasonable total workload".
Under article 4 of the agreement, a distinction is drawn between an instructor's
teaching load, which is referred to, in part, as "teaching contact hours" and would also
involve time spent for preparation and feedback, and "total workload" which includes
teaching contact hours, attributed hours for preparation and evaluation and then further
includes attributed hours for complementary functions and administrative duties, which
may not be done at all by sessional teachers. The hours attributed to full-time teachers
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for preparation time, student evaluations, administrative duties and complementary
functions are established by various formulae in the collective agreement for members
of the bargaining unit but may not be an accurate reflection of the actual work
performed by sessional teachers who are not in the bargaining unit.
If the parties had intended the same maximums set for full-time teachers in
the bargaining unit to apply automatically to the loads assigned to sessional teachers
they could have readily said so in the collective agreement. By employing the more
general standard of reasonableness instead of fixed maximums, however, the Board
concludes that the parties intended the College to have a measure of flexibility with its
appointment of sessional teachers. We conclude that the parties intended that the
definition of a reasonable teaching load would vary with the circumstances of each
appointment. Without in any way attempting to be exhaustive we find that factors
relevant to the assessment of a reasonable teaching load for sessional instructors would
include, 1) the number of contact teaching hours, 2) the amount of preparation required,
3) the amount and kind of evaluation and feedback involved, 4) the extent of
administrative duties if any, 5) whether the teaching loads exceed the maximums
established for full-time teachers including allowances for permissible overtime, 6) the
reason for the sessional appointment, e.g. whether it was an unforseen emergency,
whether there was a practical alternative, whether the person involved was particularly
suited to the assignment, 7) the nature of the appointment, e.g. whether it could readily
be covered by full-time instructors, whether it was long term or short term etc. and 8)
the availability of full-time instructors to cover the load instead.
27-
B. RE RUTH ROGERS:
Ms. Rogers was assigned a total of 24 teaching contact hours, 6 more than
the maximum allowed under the agreement. Accounting for the 2 additional teaching
contact hours permitted by way of overtime, she taught 4 teaching contact hours over
the maximums.
The range of circumstances surrounding Ms. Rogers' teaching assignment
satisfies the Board that it did not constitute a unreasonable teaching load within the
meaning of article 4.05 of the agreement. The College was faced with the sudden loss
of an instructor and needed to appoint a replacement teacher within a matter of days to
avoid the interruption of a course. There were no available full-time instructors in the
Department to assume the load. Although the contact hours were 4 in excess of the
maximum contact hours permitted for full-time teachers, the excess is not extreme and
is tempered by several factors: Ms. Rogers was already teaching a section of Law and
Security and thus required no additional preparation; she was not required to do work
in addition to the hands-on teaching and evaluation that would normally be expected of
a full-time teacher, and, in addition, she had demonstrated an ability to handle difficult
students. Moreover, the Union did not establish in evidence any workable alternative
that the College could have employed.
Having regard to all of the circumstances surrounding Ms. Rogers' appointment
as a sessional teacher in the winter of 1987, the Board concludes that the College did
not act in violation of article 4.05 of the collective agreement and did not assign Ms.
Rogers an unreasonable teaching load.
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C. DECISION RE MS. ELIZABETH BILDFELL AND MS. LYNDA MONIK:
Ms. Bildfell and Ms. Monik were each appointed as sessional teachers for a
short period of time in the spring of 1987 to work as clinical instructors in the clinical
consolidation portion of post diploma programs in continuing education. During these
clinical consolidation programs Ms. Bildfell and Ms. Monik worked in excess of the
maximum weekly contact hours permitted for full-time teachers. Ms. Bildfell worked 30
contact hours a week (10 more than permitted for full-time teachers including allowable
overtime during that period) and Ms. Monik worked 40 contact hours (20 more than
permitted).
Having carefully reviewed the circumstances of these appointments, however,
the Board is satisfied that the assignments do not constitute unreasonable teaching
loads in contravention of article 4.05 of the agreement. Given the degree of
specialization in each of the clinical consolidation programs and the needs and
requirements of the students and hospitals involved in the program, the clinical
instructors were required to have current and ongoing experience in their respective
fields of nursing. None of the full-time teachers met this qualification. Accordingly,
the College could not assign the work to full-time teachers in the bargaining unit.
In addition, the Union presented no evidence, either through its own witnesses
or in cross-examination of the College's witnesses, which would establish a practical
alternative available to the College at the time of these appointments.
Although the contact hours were heavily concentrated and in excess of the
maximums, the weight of the assigmnent was modified by several factors: first, the
clinical instructors were more in the nature of resource persons responding to questions
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from the students than direct supervisors or active teachers. Second, the evidence
satisfies the Board that little or no preparation was involved in the assignments. No
preparation was expected of the clinical instructor and there is absolutely no evidence
to suggest that any preparation in fact occurred. In addition, given the nature of the
duties of the clinical instructor as a resource person rather than the teacher of skills,
the probabilities are that no preparation in fact took place and certainly none that
could not have been done within the contact hours. Third, the student evaluations
could be carried out within the contact hours. Fourth, there were no additional
administrative duties expected of the clinical instructors such as those normally required
of full-time instructors. In these circumstances and unlike the situation for full-time
teachers in the bargaining unit, the contact hours assigned to Ms. Bildfell and Ms.
Monik would accurately reflect their full load and would not accurately be augmented by
further attributed hours for preparation, evaluation and administrative duties as would
be the case for full-time teachers in the bargaining unit. Accordingly, the 30 and 40
contact hours assigned respectively to Ms. Bildfell and Ms. Monik as sessional
instructors is less onerous than would normally be the case if 30 or 40 contact hours
were assigned to a full-time member of the bargaining unit. Moreover, the period of
the assignments was for only a matter of weeks; it was not an ongoing or long-term
arrangement.
In all of the circumstances, the Board concludes that the teaching loads
assigned to Ms. Bildfell and Ms. Monik in the spring of 1987 were not unreasonable
within the meaning of article 4.05 of the collective agreement.
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D. DECISION RE MR. BOLDUC:
For approximately 3 weeks in March of 1987, Mr. Bolduc was assigned 21
contact hours, 1 in excess of the maximum number allowed full-time teachers taking
into account the permissible overtime operative at that time. During other periods of
his appointment as a sessional teacher he was within the maximums allowed for full-time
teachers.
The Board is readily satisfied that the assignment of 1 contact hour in excess
of the allowable maximums for full-time teachers does not constitute an unreasonable
teaching load in contravention of article 4.05 of the collective agreement. Mr. Bolduc
was familiar with the course in question and he was not required to attend faculty
meetings or assume any of the administrative duties normally performed by full-time
teachers. Accordingly, some additional hours that would be attributed to full-time
teachers working 21 contact hours would not accurately be attributed to him.
Moreover, the evidence establishes that no full-time teacher in the department was
available to work the hours and there was no available complement for hiring an
additional full-time teacher.
E. DECISION RE MR. TOTH:
Mr. Toth's assignment of 19 contact hours does not exceed the maximums for
full-time teachers when allowance is made for the permissible levels of overtime which
were operative at the relevant time. Moreover, Mr. Toth's appointment was for a short
period of time. It covered the one month period when a full-time instructor was
required to be in hospital. This is precisely the kind of problem that a sessional
appointment is well suited to remedy.
-31 -
The evidence readily satisfies the Board that the teaching load assigned to Mr.
Toth was not unreasonable and was not in contravention of article 4.05 of the
collective agreement.
For the reasons set out above, the Board concludes that the teaching loads
assigned to Ms. Rogers, Ms. Bildfell, Ms. Monik, Mr. Bolduc and Mr. Toth at the time
relevant to the grievance were not unreasonable and, accordingly, were not in
contravention of article 4.05 of the collective agreement.
Accordingly, the grievance is hereby dismissed.
DATED at Toronto this 20th day of Nove~ 19~89. Q~ ~
I CONCUR "ROSS PIRRIE"
COLLEGE NOMINEE
I DISSENT (ATTACHED) "JON MCMANUS"
UNION NOMINEE
-32 -
DISSENT OF UNION NOMINEE
The majority of this Board has interpreted the
collective agreement, and drawn conclusions from the facts before
it, in a manner with which I cannot agree.
First of all, the Union presented evidence before us
from Ms. Musson that the maximum teaching loads set out in
Article 4.05 represented what was pedagogically sound. This
means, to me, that the workload limits are there for the students
as well as the teachers. The time a teacher puts into
preparation, answering students' questions outside class, and
grading all contribute to the quality of the teaching product.
Keeping this in mind, it can't be forgotten that a
sessional teacher is a full-time teacher. This is acknowledged
in Appendix 3, Article l(a). The students are entitled to the
same quality and care in teaching performance, evaluation, and
outside class access from a sessional load teacher as they are
from any other full-time teacher. That, unfortunately, is not
what follows from the majority decision of this Board.
In my view, this Board has ignored the parties' own
formula to define what is reasonable. Rather than accepting what
is already a detailed and scientific formula as to reasonable
teaching loads, this Board has created its own definition of
reasonable which contains so many exceptions as to make the
original restriction nearly meaningless. These exceptions are
not found in Article 4.05 which speak of "circumventing the
provision (sic) of this article". I find it hard to believe that
the parties could ever have reasonably contemplated that there be
as many exceptions to the rule as the majority has found. There
are so many exceptions, in fact, that they remove the incentive
for the College to observe Article 4.05.
The majority's award puts the Union in a "heads I win,
tails you lose" position. How could the Union possibly
anticipate all possible exceptions to the rule when it finds that
the maximums under 4.05 have been exceeded? It places a nearly
impossible evidentiary onus on the Union. We saw in this case
that it was necessary for the Union to subpoena S.W.F. forms
which provided some clues as to why the sessionals were used in
the first place. College counsel used up two days of the Board's
time raising arguments as to why the Union should not have access
to these documents. This resulted in further adjournments. If
the Union has this much difficulty obtaining such basic
information, I fail to see how they can marshall the evidence
necessary to refute all the possible excuses the majority award
creates for the College. One can expect Union counsel to
increase the use of subpoenas after this award.
In respect of S.W.F. forms, I would have thought it
telling that the College itself prepared forms for Ms. Rodgers,
Mr. Bolduc, and Mr. Toth wherein they applied the Article 4
formula. Why would they have done such a thing if they did not
consider that formula to be applicable to sessionals?
I cannot accept the restrictive and technical
interpretation placed on Article 4. 05 by the majority. In
particular, the distinction between "unreasonable teaching load",
and "unreasonable total workload", is to my mind too technical
and ignores the prohibition in the Article that the provisions of
all of Article 4 should not be circumvented. The words
"teaching loads" should be defined in context and refer to the
entire Article.
Even if the collective agreement, on a reasonable
reading, permits the College to assign teaching loads which go
beyond the maximums assigned to other full-time teachers, in my
view they have, on the facts, failed to act reasonably. Ms.
Rodgers' case is a good example. How can it be said that the
College was assigning a reasonable teaching load to Ms. Rodgers
when members of the. two departments in which she was assigned
contact hours were not even aware that she was being assigned
contact hours with the other department. There was no evidence
of compelling circumstances which indicated that Ms. Rodgers
should be given the coupe in the School of Continuing Education.
The fact is that, at the time, there was no thought whatsoever
put into why Ms. Rodgers was given 24 teaching contact hours,
which converts to over 70 hours of workload using the formula in
Article 4.05. This, in my view, was an unreasonable teaching
load and the College should not be able to advance its ignorance
as a justification for such overloading.
Similarly, Ms. Richards, who testified in respect of
Ms. Bildfell and Ms. Monik, conceded that she didn't actually
know if those two employees did any preparatory work outside the
30 and 40 contact hours for each employee respectively. The
Union has presented the Board with two cases which go far beyond
the maximums set out in the collective agreement and we are
asked, on the basis of evidence from a witness who admits to not
knowing the facts, to accept that little or no preparation was
involved in the assignments. In my view, this Board erred in
making that conclusion for itself when the witness called could
not provide an answer.
For all of these reasons, I would have allowed the
grievances.
November 20, 1989 Jon McManus