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HomeMy WebLinkAboutStethem 01-10-16IN THE MATTER OF AN ARBITRATION BETWEEN: LOYALIST COLLEGE AND ONTARIO PUBLIC SERVICE EMPLOYEES UNION, LOCAL 421 AND IN THE MATTER OF THE GRIEVANCE OF J. STETHEM GRIEVANCE #00A005 BOARD OF ARBITRATION: MAUREEN K. SALTMAN, CHAIR ROBERT J. GALLIVAN, COLLEGE NOMINEE EDWARD SEYMOUR, UNION NOMINEE APPEARANCES: FOR THE COLLEGE: MICHAEL J. KENNEDY FOR THE UNION: GAVIN LEEB AWARD The Grievor, Jim Stethem, claims that he was improperly denied the position of General Maintenance Worker, Pay Band 7, which was posted on September 27, 1999. There were two applicants for the posted position, the Grievor and Chris Goyer. Both applicants were deemed unqualified for the position. Accordingly, an individual by the name of Eric Pierson whom the College considered qualified was hired from outside the bargaining unit. Although Mr. Pierson was given notice of these proceedings, he chose not to attend. The relevant facts are as follows: In January, 1986, the Grievor was hired as a full-time Cleaner, Pay Band 2, on the night shift. His job entailed dusting, sweeping, picking up garbage, and other general cleaning duties. Some five years later, he attained a position as a Caretaker B, Pay Band 4 on the day shift. His principal duties in that position, which involved less cleaning than his former caretaking position, included assisting general maintenance workers and tradespeople in the performance of their duties. Furthermore, the Grievor testified that from 1993 on, the majority of his time was spent assisting the tradespeople in the Facilities Services Department (namely, Mac Lawrence, Roger Keenan and, especially, Wayne Haskin, the Electrician, Plumber and General Maintenance Worker, respectively) in such tasks as rerouting and pulling 2 wires; replacing fluorescent light bulbs and tubes; cleaning drains; changing filters; and cleaning boiler and chiller tubes. Although other Caretakers assisted the tradespeople as well, the Grievor was generally assigned to assist Mr. Haskin. In this regard, the Grievor testified that he assisted Mr. Haskin on tasks that required two people to perform and was instructed by Mr. Haskin in tasks that required only one person to perform. With respect to specific tasks, the Grievor testified that, apart from maintaining inventory records, he performed all of the duties and responsibilities set out on the General Maintenance Worker Position Description Form ("PDF"). Specifically, the Grievor testified in examination-in-chief that he was responsible for the inspection, maintenance and servicing of all HVAC fans and related equipment, including drive belts. In cross-examination, however, he acknowledged that, although he did the maintenance and servicing of belts, Mr. Haskin conducted the inspections and explained what he was doing to the Grievor. As well, although the Grievor claimed in examination-in-chief that he tested and maintained the boiler and chiller water systems, including the handling and proper use of hazardous chemicals, in cross-examination, he allowed that, apart from maintenance functions, only one person was required to perform these tasks, which were carried out by Mr. Haskin. Similarly, although the Grievor testified initially that he was responsible for the maintenance and repair of all fire hoses, fire extinguishers and door alarms, he acknowledged in cross- examination that he was one of a number of employees who had, on occasion, 3 checked hoses and fire extinguishers. For the most part, however, Mr. Haskin was responsible for the performance of these tasks, which he then demonstrated for the Griever. Further, although the Griever claimed that he performed minor repairs on plumbing and electrical equipment, he testified in cross-examination that either he or Mr. Haskin would assist the plumber or electrician, as the case might be, in the performance of these tasks. As well, the Griever testified that he inspected and cleaned or replaced filters in the College HVAC air supply and water circulating systems; performed minor repairs on pumps and fans for heating and cooling systems; undertook the repair and cleaning of boilers, chillers and related heating and chilled water equipment; undertook building maintenance tasks, such as drywall repairs, relocation of partitions and the recombination/assembly of door and cabinet locks; repaired, refinished and moved furniture; and monitored and adjusted the controls for the heating and cooling systems. Finally, in contrast to his assertion in examination-in-chief that he performed all of the functions set out in the PDF, the Griever testified in re- examination that, although he primarily performed maintenance functions, apart from maintaining inventory records, he "touched on" all of the duties set out in the PDF. Apart from assisting tradespeople and Mr. Haskin, in particular, the balance of the Griever's time was spent repairing and rearranging furniture; doing special setups; installing equipment; removing snow; sanding and salting outdoor 4 surfaces; collecting and removing refuse; and cleaning equipment, boiler room and other areas, as required. As a result of pay equity, the Grievor's position was reclassified to Pay Band 5. In 1996, the Griever was redcircled as a Caretaker B, Pay Band 5. Two years later, in November, 1998, he was displaced from his Caretaker position. As a result, he reverted to the position of Cleaner, Pay Band 2, on the night shift. Some time in 1995, the Grievor's immediate Supervisor, Garry Morgan, and the former Director of Facilities Services, Barry Deans, approached the Griever and three other employees about enrolling in the Building Maintenance Mechanic Apprenticeship programme. The Griever testified that he was receptive to the idea, as he was interested in the Building Maintenance Mechanic trade. As well, he had spent a considerable amount of time assisting the General Maintenance Worker, Mr. Haskin, and was hopeful that an apprenticeship would lead to a job on the day shift in a higher pay band. The evidence indicates that there are some 200 skilled trades in Ontario. All of these trades have training standards (or apprenticeships), comprised of on-the-job training and classroom instruction (or in-school training). Upon completion of the training standards, employees receive a certificate of apprenticeship. According to John O'Reurke, an official with the Ministry of 5 Training, Colleges and Universities, the purpose of such certificate is to provide training to workers within each trade and create a recognizable standard for both industry and the public to measure a worker's ability to perform a particular job. Of the 200 or so skilled trades, 19 are referred to as compulsory; the rest, as voluntary. Upon completion of the apprenticeship requirements, a worker in a compulsory trade may also obtain a certificate of qualification. The evidence indicates that the usual process for obtaining a certificate of qualification is for the apprentice to write an examination. Finally, the evidence indicates that Building Maintenance Mechanic (or Facilities Maintenance Mechanic, which is the updated version of Building Maintenance Mechanic) is a voluntary, rather than a compulsory, trade. Accordingly, a certificate of qualification is not applicable to the Building Maintenance Mechanic trade. According to Mr. O'Rourke, when an employer enters into a training agreement for either a voluntary or compulsory trade, the Ministry uses the applicable regulations to determine the length of the apprenticeship programme. Although the employer may wish to recognize prior work experience, it is under no obligation to do so. On September 1, 1995, the College entered into a contract of apprenticeship (also known as a training agreement) with the Grievor. Pursuant to the applicable regulations, that agreement provided for 4000 to 6000 hours of on-the-job training, with no credit being given for prior work experience. Further, 6 in accordance with the Apprenticeship Curriculum Standards for Building Maintenance Mechanic, an in-school training curriculum of 480 hours at an approved educational institution was prescribed. In this case, the educational institution (or training agency) contracted to provide the in-school training portion for the Building Maintenance Mechanic apprenticeship was Loyalist College. According to Mr. O'Rourke, the in-school training portion for Building Maintenance Mechanic consists of a two-year programme, divided into two levels (or phases) and comprised of 26 courses devoted to practical and theoretical aspects of a number of substantive areas (such as carpentry, plumbing, welding, etc.), as well as health and safety issues, printreading, communications and trade calculations. Notwithstanding the terms of the agreement (4000 to 6000 hours with no credit for prior experience), the Griever testified that he understood from an explanation provided by Mr. O'Reurke at a meeting attended by Mr. Deans, Mr. Morgan and three other employees of the College who were enrolled in the apprenticeship programme, that he would be given credit for prior experience and, therefore, if he completed the in-school portion of the programme, he would have satisfied all of the requirements of his apprenticeship. Although the evidence in this regard was not entirely clear, the Griever testified that his understanding in this regard was reinforced by the course instructor, Grant Rundle. 7 Apart from being the training agency, Loyalist College was also the employer for the Grievor's apprenticeship. As the employer, the College was responsible for supervising the apprentice's on-the-job training and providing work appropriate to the apprenticeship. In order to ensure that the work provided was appropriate, both the employer and the apprentice were given copies of the training standard for the particular trade. Although the evidence indicates that the Ministry does not monitor individual apprenticeship contracts, either party may contact the Ministry if the work provided is not appropriate to the apprenticeship. Further, although the Ministry encourages apprentices to keep track of their hours, Mr. O'Rourke testified that it is ultimately the employer's responsibility to record on-the-job training hours and notify the Ministry upon completion of on-the-job training portion of an employee's apprenticeship programme. Upon notification of completion of the programme, the Ministry issues a certificate of apprenticeship. In the event of a dispute between the employer and the apprentice as to whether on-the-job training hours have been completed, Mr. O'Rourke indicated that he would convene a meeting with the parties to the apprenticeship contract to discuss the matter and determine whether the apprentice was able to offer proof that the hours had been completed. Although it was Mr. O'Rourke's understanding that he was authorized under the applicable legislation to examine the employer's records and issue a certificate of apprenticeship if he determined that the hours had been 8 completed, he testified that he has never had to resort to these measures to resolve a dispute over apprenticeship hours. In this case, although the Ministry received notification that the Grievor had completed both levels of the in-school training portion of the Building Maintenance Mechanic apprenticeship programme, it did not receive notification that his on-the-job training hours had been completed. As the Grievor understood that, by taking the Building Maintenance Mechanic course and working with Mr. Haskin, he satisfied all of the requirements of his apprenticeship, he did not keep track of his on-the-job training hours, although he apparently became concerned when he found out that other students in the Building Maintenance Mechanic programme had been certified by their employers as having completed their apprenticeship hours. Accordingly, some time in the summer of 2000, the Grievor attempted to confirm with Mr. Morgan that his hours had been recorded. He also contacted Mr. O'Rourke to inquire as to why he had not received his certificate of apprenticeship. Mr. O'Rourke testified that he informed the Grievor that the College had not sent a letter certifying that his apprenticeship hours had been completed. Although Mr. Morgan, who has since retired, was not called as a witness in these proceedings, the current Director of Facilities Services, Kirk Fleming, testified that the matter of the Grievor's apprenticeship came to his attention in the summer of 2000, when he received a telephone call from Mr. 9 O'Rourke indicating that, although the Grievor and one other employee (Bill Simpson) had completed the in-school training portion of the Building Maintenance Mechanic apprenticeship, the on-the-job training portion was still outstanding. Mr. Fleming testified that this was the first notification he had had of the Griever's apprenticeship. He, therefore, asked Mr. O'Reurke for a copy of the apprenticeship contract, which was not provided. Although Mr. Fleming did not follow up on the telephone call from Mr. O'Reurke, in December, 2000, he located a copy of the Griever's apprenticeship contract in a filing cabinet in the maintenance office. Subsequently, Mr. Fleming had a brief discussion with the Vice-President of Staff and Student Services, Dave Butler, and with Mr. Deans, the signatory of the contract on behalf of the College, who had only a "faint recollection" of the circumstances surrounding the execution of the contract. Apart from these discussions, Mr. Fleming took no steps to confirm how many hours the Griever (or Mr. Simpson, for that matter) had worked toward completion of his apprenticeship. Accordingly, as he was uncertain as to the hours or the tasks that were completed in furtherance of the Griever's apprenticeship, Mr. Fleming was unable to provide confirmation to Mr. O'Reurke of completion of the Griever's apprenticeship hours. Finally, the evidence indicates that, as of the date of the hearings, none of the employees of the College who entered into contracts of apprenticeship at the same time as the Griever had been certified as having completed his apprenticeship. 10 On September 27, 1999, the College posted a vacancy for the position of General Maintenance Worker, Pay Band 7, in Facilities Services, on the day shift. This position became vacant when the incumbent, Mr. Haskin, successfully bid into the position of Co-ordinator, Facilities Services. The job posting reads as follows: LOYALIST COLLEGE requires a General Maintenance Worker for Facilities Services Responsibilities: Under the direction of the Facilities Services Co-ordinator, the General Maintenance Worker will perform skilled and semi-skilled tasks for the installation, maintenance repair and general upkeep of the college buildings, equipment and facilities. Qualifications: Graduate of a two year CAAT Technology program or Skilled Trades certificate of qualification for Industrial Mechanic Millwright Up to 3 years practical experience in a similar position The ability to interpret machine and equipment operating manuals The skills to use and operate power tools Salary Range: $14.99 - $16.60 Pay Band 7 (40 hours/week) Hours: 7:30am to 4:30pm Monday to Friday Start Date: Immediately 11 Tues. 19 Please apply in writing by close of business F-~, October -1-, 1999 to: Human Resources Department Loyalist College Box 4200 Belleville, Ontario K8N 5B9 LOYALIST COLLEGE IS AN EQUAL OPPORTUNITY EMPLOYER On September 30th, the Grievor applied for the posted position. The Griever testified that he applied for the position because it was a day shift job at a higher pay band than the Cleaner position into which he had been displaced. As well, the position was essentially in the same field in which the Griever had obtained his certificate. Moreover, the Griever understood that he satisfied the qualifications for the posted position, including the ability to interpret machine and equipment operating manuals, the skills to use and operate power tools, and up to three years' practical experience in a similar position. Furthermore, although the Griever did not have a certificate of qualification as an Industrial Mechanic Millwright (which involves an examination and applies only to a compulsory trade), he claimed that he qualified as a graduate of a two-year CAAT Technology programme, as he understood that he satisfied all of the requirements of the Building Maintenance Mechanic apprenticeship (including the certificate course and 4000 on-the-job training hours). Although the Griever made reference to having completed the Building Maintenance Mechanic course in his job application for the posted position, he made no reference to having completed the Building Maintenance Mechanic apprenticeship. He also failed to 12 mention the apprenticeship when contacted by the College on or about October 5th to confirm his qualifications for the posted position. Finally, the Grievor took the position that he satisfied the qualifications, as he had performed the job in question. However, the College determined that the Grievor did not satisfy the qualifications for the posted position. In this regard, Mr. Fleming testified that it was his decision, following consultation with the Director of Human Resources, Liz McGregor, and the Vice-President of Finance and Corporate Services, John Rigsby, to amend the qualifications for the position. With respect to the educational qualifications, in particular, Mr. Fleming testified that he was looking for an individual who had completed a two-year post-secondary technology programme (including courses in engineering principles, engineering mathematics, computer-aided drafting and hydraulics) or, alternatively, who had obtained a certificate of qualification as an Industrial Mechanic Millwright, in order to "recapture" some of the skills that were lost due to the departure of various skilled tradespersons from the College since 1998. In this regard, Mr. Fleming testified that between April and September, 1998, three employees retired or otherwise left the Department, resulting in the loss of a plumber (Garry Morgan), an electrician (Mac Lawrence) and a professional engineer (Barry Deans). Although Mr. Deans was succeeded by Mr. Fleming, Mr. Fleming is not a professional engineer (although he is an electrician). It would appear, however, that, from time to time, Mr. Deans provides engineering services to the 13 Department on a contract basis, although Mr. Fleming testified that Mr. Deans's availability is somewhat restricted. The evidence further indicates that Mr. Morgan's position was not filled following his retirement and that Mr. Lawrence's position was converted to a Caretaker B position, which is not a skilled trade. Although Mr. Fleming testified in examination-in-chief that these positions were not replaced because of budgetary constraints, he acknowledged in cross- examination that, due to the effects of contracting out of other functions, the need for the services of an electrician, in particular, was somewhat reduced. Mr. Fleming testified in examination-in-chief that the loss of these positions resulted in a loss of experience and knowledge of the various systems, building components and equipment within the College, as well as analytical and problem-solving skills, which are required to make decisions regarding the repair and replacement of parts and equipment. In cross-examination, however, Mr. Fleming acknowledged that the General Maintenance Worker's authority is restricted to making recommendations, rather than decisions, respecting the repair and replacement of parts and equipment and may, on occasion, extend to providing alternatives for corrections that need to be done. Finally, according to the PDF, tasks which entail the expenditure of funds for parts and materials are routinely referred to the Supervisor for resolution. In any event, Mr. Fleming testified that the qualifications set out in the posting were the minimum skills required to recapture those that were lost due to the departure of Messrs. Morgan, Deans and Lawrence and that, unless these skills were recaptured, 14 there would be limited ability within the Department to perform the analytical tasks required for the repair and maintenance of building equipment and components. In this regard, Mr. Fleming testified that as a result of an inventory of aging residences and academic buildings, extensive preventative maintenance and system upgrades have been undertaken or are scheduled to be undertaken in the near future, which will require the application of greater analytical skills than were needed in past. With respect to the introduction of new systems, Mr. Fleming testified that in the summer of 2000, the original heating system in the main building was replaced with an electronic system. Similarly, the installation of the new air conditioning system, which entails removal of the existing chiller and installation of a new chiller and related equipment, was scheduled to take place in the spring of 2001. As well, there are ongoing changes to the building automation system, which provides environmental control for the buildings and operates the heating, ventilation and air conditioning systems, involving upgrading and replacement, as well as recalibration, of pneumatic and electronic components. Mr. Fleming acknowledged that the General Maintenance Worker is one of several skilled tradespersons assigned to work on these systems. Finally, it is anticipated that all of the skilled tradespersons (including the Electrician and General Maintenance Worker), as well as the Co-ordinator and Mr. Fleming, if available, will be trained on the new systems by the supplier. In addition, plans are underway for a facilities audit of the various building 15 components and facilities-related building equipment, which would enable the College to assess the financial impact of repairs and replacement of building components and related equipment. This audit, which is part of a province-wide initiative, involves inputting information as to the condition, expected life and replacement cost of current components and equipment into an electronic database. Mr. Fleming testified that the qualifications set out in the General Maintenance Worker job posting are required to ensure the level of analytical skill necessary for the performance of these tasks. With respect to the requirement for a graduate of a two-year CAAT technology programme, Wayne Boicey, the former Co-ordinator for the Building Maintenance Mechanic certificate programme, explained that a graduate of a two-year technology programme receives a diploma and that the requirements for a diploma programme are more onerous than for a certificate course. For example, a diploma requires completion of a minimum of 1350 hours of classroom instruction, as opposed to 480 hours for a certificate. As well, Mr. Boicey suggested that a diploma programme is more analytical, or theoretical, in nature than a certificate course (the content of a certificate course being approximately 30% theoretical and 70% practical, in comparison to about 60% theoretical and 40% practical, for a diploma programme). In this regard, Mr. Fleming added that the content of a diploma programme is approved by the Ministry, whereas the content of a certificate course is approved by other sources. 16 Mr. Fleming acknowledged that the requirement for a two-year CAAT technology diploma is common to the General Maintenance Worker position and to the higher-rated Co-ordinator, Facilities Services position, which Mr. Haskin attained through job competition. However, there are different alternative qualifications, being a certificate of qualification for Industrial Mechanic Millwright for the General Maintenance Worker position, but only skilled trades certification for the Co-ordinator position. Mr. Fleming also acknowledged that, although he had completed a Building Maintenance Mechanic apprenticeship, the previous incumbent of the General Maintenance Worker position, Mr. Haskin, would not have satisfied the requirements for the job posting. In any event, during Mr. Haskin's tenure in the position, there were others available, namely, Messrs. Morgan, Lawrence and Deans, to provide troubleshooting and analytical planning skills, which the College deemed necessary for the effective operation of the Department. Moreover, although Mr. Haskin would not have satisfied the amended qualifications for the General Maintenance Worker position (having neither a two-year technology diploma nor a certificate of qualification for Industrial Mechanic Millwright), he satisfied the requirements for the Co-ordinator position, as he had obtained a skilled trades certificate of apprenticeship as a Building Maintenance Mechanic. In addition, Mr. Fleming explained that the focus of the two positions is different and that, apart from technical knowledge of building systems, materials and related codes, the Co-ordinator is required to have strong interpersonal, communication and 17 leadership skills in order to oversee all aspects of the day-to-day operations of the Department. However, as the Co-ordinator relies on the skilled trades (including General Maintenance Worker) to ensure that all systems are functioning properly, he is not expected to have the same level of technical proficiency as the General Maintenance Worker (or other skilled tradesperson). Although the Union disputed that analytical skills are required for the General Maintenance Worker position, Mr. Fleming maintained that there is an analytical component to the position, which is recognized in the PDF, by the reference, under "Complexity", to "analysis", and, under "Judgement", to the requirement for "Moderate judgement and problem solving" (4.1) and to the ability to recognize abnormalities in daily inspections (4.2), which the Union disputed. Furthermore, although the Union pointed out that the PDF makes no reference to troubleshooting, Mr. Fleming suggested that troubleshooting is encompassed in the term "analysis". Further, with respect to the PDF, Mr. Butler testified that the CAAT Job Evaluation Manual requires that there be a PDF, which is intended to reflect the duties and responsibilities for every support staff position within the College. The duties and responsibilities set out in the PDF are then compared to the classification levels described in the Job Evaluation Guide Charts. However, the fact that there is a guide chart for a classification level (in this case, General Maintenance Worker) does not preclude the College from establishing different 18 qualifications for a particular position from those set out in the guide chart. In this case, the training/technical skills factor in the guide chart for General Maintenance Worker (secondary school graduation) is assigned a point rating equivalent to level 3, whereas the educational requirement of a two-year College diploma is equivalent to level 5. Notwithstanding this two-level differential in the training/technical skills factor, the pay band for the General Maintenance Worker position remained unchanged. Union Submissions The Union advanced three general propositions: (1) where an employer has unilaterally raised the qualifications for a job posting, the onus is on the employer to justify the validity of the higher qualifications; (2) the qualifications set by an employer must be relevant and related to the job actually being performed; and (3) unless the collective agreement provides otherwise, an employer is obliged to consider equivalent qualifications. The Union submitted that although the College raised the educational qualification for the General Maintenance Worker to a two-year CAAT technology diploma, it has been unable to substantiate the requirement for the higher-level qualification, as there has been virtually no change in the nature of the duties and responsibilities from those set out in the PDF which was in effect prior to the job posting. The Union further submitted that the inference to 19 be drawn from the General Maintenance Worker guide chart, which requires only a secondary school graduation diploma, is that a two-year CAAT technology diploma is not a legitimate job qualification, and, therefore, the onus is on the College to establish that there is a unique quality to the General Maintenance Worker position at this College, which justifies imposition of the higher-level requirement. Finally, the Union submitted that the alleged rationale for imposition of the higher-level qualification, namely, to replace analytical and other skills that were lost due to the departure of various skilled tradespersons, has not been substantiated, as (1) there is no reference in the PDF to these skills; and (2) there was no evidence that the duties associated with these skills were, in fact, performed by the General Maintenance Worker. The Union further submitted that an employer cannot ascribe qualifications higher than necessary in order to accommodate future job requirements. Although the Union acknowledged that qualifications may be imposed for anticipated work if the performance of this work is imminent, it was submitted that there was no indication that the work which was relied on to justify the higher-level qualification was imminent. In any event, the evidence indicates that when these systems are installed, training will be provided by the supplier. It was further submitted that the rationale provided for increasing the skill level of the General Maintenance Worker position, namely, to recapture skills that were lost, is improbable, as the College failed to raise the skill level of 20 the Co-ordinator position, which was posted some five or six months earlier. Moreover, the explanation that it was unnecessary for the previous incumbent to possess the higher-level qualification, as there were others in the Department with the required skills, demonstrates that the requirement for the higher-level qualification did not derive from a change in the nature of the job, but rather from a desire to upgrade the Department, which is not a legitimate basis under the collective agreement for imposing the higher-level qualification. It is also not an appropriate basis upon which to deny an otherwise competent employee an opportunity for a promotion. In the alternative, the Union submitted that the Grievor possesses equivalent qualifications to a two-year CAAT technology diploma. In this regard, the Union submitted that the Building Maintenance Mechanic programme provides training in all areas of the PDF, except for vehicle servicing, which is no longer performed by the incumbent. The Union further submitted that, by entering into a contract of apprenticeship, the College represented that it would provide the Griever with appropriate work, and indeed the work which the Griever performed assisting Mr. Haskin, from September, 1995, when he enrolled in the apprenticeship programme, until November, 1998, when he was displaced from his Caretaker position, would have satisfied most, if not all, of his on-the-job training hours. Moreover, it was submitted that, had the hours prior to September, 1995 been taken into account, the Griever clearly would have satisfied the requirements for the certificate of apprenticeship. In this regard, the 21 Union submitted that the Grievor should not be penalised for the College's failure to fulfil its legal obligation to record the Grievor's apprenticeship hours, but rather should be considered as having completed his Building Maintenance Mechanic apprenticeship. The Union further submitted that the Grievor's qualifications must be considered as satisfying the requirements of the job posting, as they are equivalent to those held by the previous incumbent. More particularly, the Union submitted that Mr. Haskin did not have a certificate of apprenticeship when he was appointed to the General Maintenance Worker position and that Mr. Haskin learned on the job, as did the Grievor who assisted him. In the result, the Union submitted that, as he had performed, and was capable of performing, substantially all of the duties described in the PDF, the Grievor satisfied the requirements for the General Maintenance Worker position and ought to have been granted an interview. Accordingly, it was submitted that the grievance should be upheld. College Submissions The College submitted that the Grievor was not qualified for the posted position, as he had neither the qualification nor substantially equivalent qualifications to that set out in the job posting (namely, a two-year CAAT technology diploma or a certificate of qualification for Industrial Mechanic 22 Millwright). In this regard, the College submitted that the Building Maintenance Mechanic certificate is not equivalent to a two-year CAAT technology diploma, the evidence being that the certificate course has one-third of the educational component (480 hours as opposed to 1350 hours) and is focussed more than the diploma programme on practical, rather than theoretical or analytical, matters. In addition, the College submitted that a Building Maintenance Mechanic apprenticeship (being comprised of the Building Maintenance Mechanic certificate and 4000 on-the-job training hours) is not equivalent to a two-year CAAT technology diploma. In this regard, the College reiterated that the in- school training portion is not equivalent and submitted that the apprenticeship hours are irrelevant, as they were not raised with the College at the time the decision was made respecting the Grievor's qualifications. Specifically, the matter was not referred to in the Grievor's job application. Moreover, the evidence indicates that Mr. Fleming was not aware of the apprenticeship contract (having not been involved in its execution) and that, when Mr. Fleming approached the Grievor to confirm his qualifications, he made no reference to having completed the on-the-job training portion of the Building Maintenance Mechanic apprenticeship. As the decision to deny the Grievor an interview can only be assessed on the basis of information provided at the time the decision was made, it cannot be concluded that there was a violation of the collective agreement in failing to take into account the Grievor's apprenticeship contract. 23 It was further submitted that the College has a broad right to establish the qualifications required for a particular position, provided the qualifications are established in good faith and bear a reasonable relation to the work to be done. It was submitted, as well, that deference ought to be given to the exercise of the College's judgment in establishing qualifications. It was further submitted that the College raised the educational qualification for the General Maintenance Worker position in an attempt to recapture skills that were lost due to staff departures and to accommodate technological changes and the increased need for analytical skills in the job. Finally, the College maintained that these duties are properly reflected in the PDF which was in effect at the time of the posting. In the result, it was submitted that the College acted in good faith in establishing the higher educational qualification and that this qualification is reasonably related to the work to be done. Furthermore, it was submitted that there is nothing in the CAAT Evaluation Manual, which is a job evaluation tool, which restricts the College's right to amend the qualifications for any particular job. As well, there is nothing in the guide chart for General Maintenance Worker, which suggests that the higher- level qualification for the particular position described in the job posting is unreasonable. Finally, the College submitted that the inclusion of a similar qualification (i.e., a two-year CAAT technology diploma) for the higher-rated Co- ordinator position does not demonstrate that the educational qualification for the 24 General Maintenance Worker position is unreasonable, as the focus of the higher-rated position is less technical than the posted position. The College further submitted that although posted qualifications may be disregarded where they are higher than the requirements of the job would indicate, this is not such a case. Moreover, although it was acknowledged that an employee may be exempted from an educational qualification, in appropriate circumstances, such as where the employee has performed the job in question, in this case, although the Griever assisted in many of the job functions under Mr. Haskin's supervision, he has never performed the job without supervision. Furthermore, although an exception has been recognized for employees who can demonstrate their ability to perform the job in question, an exception of this nature has application only where the collective agreement provides for such a result, such as where the agreement provides for a familiarisatien/trial period. However, the agreement in this case makes no such provision. Finally, although an exception to the posted qualifications may be made where an employee possesses equivalent qualifications, the College submitted that there was no evidence that the Building Maintenance Mechanic certificate, which the Griever obtained, is equivalent to a two-year CAAT technology diploma. 25 Union Reply With respect to the argument that the Grievor's apprenticeship hours are irrelevant, as they were not mentioned by the Grievor, the Union submitted that the Grievor enrolled in the apprenticeship programme at the behest of the College. Accordingly, it was reasonable for him to assume not only that the College would keep track of his apprenticeship hours, but also that, when he indicated that he had completed the Building Maintenance Mechanic certificate, he was referring to his apprenticeship. Decision In this case, the Union claimed that the Grievor was improperly denied an interview for the posted position in accordance with the requirements of Article 17 of the collective agreement, which reads, in part: 17. JOB POSTINGS/PROMOTIONS 17.1 Notices Notice shall be posted of a vacancy in a classification covered by the Agreement for a period of five (5) days at each Campus and, at the same time, shall be sent to other locations of the College. No outside advertising for the position shall be conducted and no employee shall be hired from outside the College until the position has been posted for the said five (5) days. Such notice shall contain the classification, payband, hourly rate range, current Campus location, current hours of work, current shift(s), and an outline of the basic qualifications. Such notice shall be posted in appropriate locations accessible to employees. For the purposes of this Section, reference to days shall 26 exclude Saturdays, Sundays, and statutory holidays· Copies of all posted vacancies shall be sent to the Local Union President at the time of distribution for posting. 17.1.1 Consideration- Bargaining Unit Employees VVhen a vacancy occurs and employees within the bargaining unit at the College apply, the college shall determine the successful candidate based on the qualifications, experience and seniority of the applicants in relation to the requirements of the vacant position. VVhere the qualifications and experience are relatively equal, seniority shall govern, provided the applicant has the necessary qualifications and experience to fulfil the requirements of the position. The College need not consider probationary employees. 17.1.1.1 Notification - Applicant All applications will be acknowledged and all applicants who are interviewed will be notified of the outcome of their application and the name of the successful internal applicant, if any. The College will not interview applicants from outside the bargaining unit until it has complied with Articles 17.1 and 17.1.1 above. The College will not consider applicants from outside the bargaining unit until it has assessed internal applicants and notified them of the results. Apart from Article 17, the management rights clause bears consideration: 3. MANAGEMENT RIGHTS 3.1 Union Acknowledgements The Union acknowledges that it is the exclusive function of the Colleges [sic] to: - maintain order discipline and efficiency; 27 - hire, discharge, transfer, classify, assign, appoint, promote, demote, layoff, recall and suspend or otherwise discipline employees subject to the right to lodge a grievance as provided for in this Agreement; - generally to manage the College and without restricting the generality of the foregoing, the right to plan, direct and control operations, facilities, programs, courses, systems and procedures, direct its personnel, determine complement, organization, methods and the number, location and classification of personnel required from time to time, the number and location of campuses and facilities, services to be performed, the scheduling of assignments and work, the extension, limitation, curtailment or cessation of operations and all other rights and responsibilities not specifically modified elsewhere in this Agreement. Article 17.1 of the collective agreement provides that, when a vacancy occurs and employees within the bargaining unit apply for the vacancy, the College shall determine the successful applicant based on the "qualifications, experience and seniority" of the applicants in relation to the requirements of the vacant position. Where qualifications and experience are relatively equal, seniority shall govern, provided the applicant has the necessary qualifications and experience to fulfil the requirements of the position. The issue in this case is whether the Grievor possessed the qualifications to fulfill the requirements of the General Maintenance Worker position. Although there was no dispute as to the College's right to establish qualifications, provided these qualifications are established in good faith and bear a reasonable relation to the work required to be done, it was submitted that in 28 this case the higher educational qualification and, in particular, the requirement for a two-year CAAT technology diploma, is not reasonably related to the requirements of the General Maintenance Worker position. Those requirements are set out in the PDF. In addition, Mr. Fleming testified as to the need to recapture skills (described as analytical and problem-solving skills) which were lost due to attrition, specifically, the departure of a professional engineer and two skilled tradespersons, in the period from April to September, 1998, some 12 to 18 months prior to the job posting. In fact, it would appear that, due to the effects of contracting out of other functions, as well as budgetary constraints, the need for the services of an electrician, in particular, was somewhat reduced. As well, Mr. Fleming is himself an electrician. Nevertheless, there was a net loss of plumbing and engineering, as well as some electrical, skills. The evidence indicates that these skills, as well as more generalised problem-solving and analytical skills, were required to make decisions respecting the repair and replacement of parts and equipment and to accommodate system upgrades that had been undertaken, or are scheduled to be undertaken, in relation to an aging inventory of residences and academic buildings throughout the College system. Although the Union submitted that the College could not impose qualifications on the basis of future requirements, the evidence indicates that changes to the heating system have already been undertaken. As well, the 29 installation of a new air conditioning system was scheduled for the spring of 2001. Moreover, although there was no indication of the commencement date for the facilities audit, the evidence indicates that there are ongoing changes to the building automation system, involving upgrading and replacement, as well as recalibration, of pneumatic and electronic components. Accordingly, this case differs from ,Re Pubfic Utilities Commission of City of London and Canadian Union of Pubfic Employees, Local 4 (1983), 12 L.A.C.(3d)378 (Palmer), in which it was held that qualifications which were ascribed in anticipation that the job might be changed in future were unreasonable. In this case, although the General Maintenance Worker's authority respecting repair and replacement of parts and equipment is somewhat restricted and although the General Maintenance Worker is one of several skilled tradespersons assigned to work on system upgrades, nevertheless, the evidence establishes that the General Maintenance Worker has responsibilities in both of these areas. Furthermore, although the reference in Section A, the Position Summary, of the PDF to the performance of "skilled & semi-skilled tasks associated with one or more of the skilled trades, for the installation, maintenance, repair & general upkeep of the buildings, equipment & facilities" would appear broad enough to encompass these duties, it must be concluded that the PDF, as a whole, is not a good reflection of these duties. Notwithstanding numerous references in Section B, Duties and Responsibilities, to the boiler and chiller water systems and to repairs of various systems, there is 30 no express reference to the General Maintenance Worker's power to recommend repairs and replacement of parts and equipment, and to participation in system upgrades. Moreover, it seems clear that the term "analysis" in Section 3.1 is a criterion to be measured in assessing the complexity of the position, rather than a reflection of the level of analytical skill required in the position. As to the matter of qualifications, there was no dispute as to the College's right to establish the qualifications required to perform the duties of a particular position, provided the qualifications were established in good faith and bear a reasonable relation to the work required to be done. In this case, there was no allegation of bad faith. It was alleged, however, that the requirement of a two-year CAAT technology diploma is not reasonably related to the work to be done. The evidence indicates, however, that the work requires the application of analytical and problem-solving skills and that these skills, which were lost to the Department through attrition, are taught in the two-year technology programme, but not in the certificate course, or at least not to the same extent in the certificate course, which tends to have a more practical orientation. Although the Union suggested that these skills did not derive from changes in the nature of the job, but rather from a desire to upgrade the Department, the evidence does not support this conclusion. Indeed, the evidence establishes that there has been an evolution in the General Maintenance Worker position due, in large measure, to the effects of technological change (system upgrades, in particular). In this respect, this case differs from Re Metropofitan General Hospital and O.N.A., Loc. 31 44 (1990), 17 L.A.C.(4th)57 (Roberts) where, in the context of a collective agreement which did not expressly empower the employer to establish qualifications, the employer was not permitted to rely on the imposition of a higher educational qualification to deny an otherwise competent employee a promotion. However, it should be noted that, in that case, the requirement for the higher qualification did not derive from a change in the nature of the job, but rather from a desire on the part of the employer to upgrade the department. In this case, in contrast, there was no dispute as to the College's right to establish qualifications and, although the higher educational qualification was intended to recapture skills lost to the Department due to attrition, there were, in fact, changes in the nature of the General Maintenance Worker position due to the effects of technological change, which required the application of problem-solving and analytical skills. Nevertheless, the Union disputed the ostensible rationale for the increased educational qualifications for the General Maintenance Worker position, namely, to recapture skills that were lost and to accommodate technological change and the increased need for analytical skills in the job, as the College failed to raise the qualifications for the Co-ordinator position, which was posted some five or six months earlier. However, the Co-ordinator position has a different focus than General Maintenance Worker. Whereas the General Maintenance Worker is a member of the maintenance staff, the Co-ordinator is responsible for overseeing that staff, co-ordinating its day-to-day operations, 32 among other matters. Accordingly, although the Co-ordinator is required to have knowledge of building systems, materials and related codes, he is not expected to have the same level of technical proficiency as the General Maintenance Worker. However, there are other requirements, such as strong interpersonal, communication and leadership skills, which are not applicable to the General Maintenance Worker position. The fact, therefore, that a similar educational qualification, namely, a two-year CAAT technology diploma, was established for the higher-level Co-ordinator position does not detract from the rationale for the increased educational qualification for the General Maintenance Worker position or demonstrate that this qualification is unreasonable for the lower-level, more technical, position. Nevertheless, the Union submitted that the presumption arises from the guide chart for General Maintenance Worker, which requires only a secondary school graduation diploma, that the requirement for a two-year CAAT technology diploma is unreasonable. However, the guide chart is a standard of comparison which is used in evaluating and classifying positions. While some position descriptions set out duties and responsibilities which approximate those which are set out in the guide charts, others do not. These latter positions are referred to as "atypical". Moreover, the fact that there is a guide chart does not restrict the College in the development of a position description. In this case, for instance, the guide chart for General Maintenance Worker covers "positions that perform semi-skilled work in tasks usually associated with one or more of the 33 skilled trades in the installation, maintenance, repair and general upkeep of buildings, grounds, equipment and facilities". The position summary in the PDF for General Maintenance Worker, on the other hand, refers to the performance of "skilled & semi-skilled tasks associated with one or more of the skilled trades, for the installation, maintenance, repair & general upkeep of the buildings, equipment & facilities", which is broader than the reference to "semi-skilled work" in the guide chart. As well, there is a difference in qualifications, the guide chart referring to a secondary school graduation diploma and the position summary, to a two-year CAAT technology diploma. However, the inclusion of a lower-level educational qualification in the guide chart does not lead to the inference that the higher educational qualification on the job posting is unreasonable. Moreover, having regard to the increased need for analytical skills, as well as the analytical content of the two-year CAAT technology diploma programme, in contrast to the more practical orientation of the Building Maintenance Mechanic certificate course, the Board is satisfied that the higher educational qualification is reasonably related to the job required to be done. Furthermore, although the evidence indicates that training will be provided by the supplier of new equipment, a limited training course cannot be expected to replace the analytical content of a two-year College programme leading to a diploma. Although it was acknowledged that the Grievor did not satisfy the higher educational qualification, the Union claimed that he possessed substantially equivalent qualifications to a two-year CAAT technology diploma. 34 Although there was no dispute as to the Board's jurisdiction to consider equivalent qualifications, it seems clear that the Building Maintenance Mechanic certificate, which the Griever obtained, is not equivalent to a two-year CAAT technology diploma, the evidence being that the requirements for a diploma programme are more stringent than for a certificate course. In this regard, the evidence indicates that a diploma programme requires some 1350 hours to complete and is more theoretical than a certificate course, which requires 480 hours and has a more practical orientation. As well, although the Board finds it unsettling that the Griever enrolled in the apprenticeship programme at the behest of the College, which then failed to keep track of his apprenticeship hours, even if the Griever could be considered to have completed his apprenticeship, there was no evidence that a Building Maintenance Mechanic apprenticeship is equivalent to a two-year CAAT technology diploma. Furthermore, as to the suggestion that the Griever should be considered to have satisfied the requirements of the job posting, as his educational qualifications were equivalent to those of the previous incumbent, the evidence indicates that these qualifications have been upgraded since the time Mr. Haskin occupied the job. Accordingly, as Mr. Fleming indicated, Mr. Haskin would not have satisfied the amended qualifications for the General Maintenance Worker position. However, it would appear that, because of the difference in the alternative qualifications for the two positions (a certificate of qualification for Industrial Mechanic Millwright, for the General Maintenance Worker position, as opposed to a skilled trades certification for the Ce-erdinater position), Mr. Haskin satisfied the requirements 35 for the Co-ordinator position as he had obtained a skilled trades certificate of apprenticeship as a Building Maintenance Mechanic. Finally, although the Union claimed that the Grievor ought to have been granted an interview, as he performed the duties of the position, the evidence does not support the Union's claim. Although it would appear that the Grievor assisted in many of the job functions of the General Maintenance Worker position under Mr. Haskin's supervision, there was no indication that he had ever performed the job (or even substantially performed the job) without supervision. In summary, as the Board finds that (1) the higher-level educational qualification, namely, a two-year CAAT technology diploma, is reasonably related to the requirements of the General Maintenance Worker position; and (2) the Grievor did not possess this higher-level qualification (or equivalent qualifications), the grievance must be dismissed. However, the Board would encourage the College to look into the matter of the Grievor's apprenticeship and to credit him with the number of on-the-job training hours properly attributable to his apprenticeship. As previously stated, a certificate of apprenticeship as a Building Maintenance Mechanic would not have satisfied the requirements of the General Maintenance Worker job posting, but presumably will assist the Grievor 36 with further job opportunities. DATED AT TORONTO, this 16th day of October, 2001. Chair "Robert J. Gallivan" College Nominee "Edward Seymour" Union Nominee