HomeMy WebLinkAboutWhelan 94-02-15IN THE HATTER OF AN ARBITRATION
BETWEEN:
ST. CLAIR COLLEGE
("the College")
and
ONTARIO PUBLIC SERVICE EMPLOYEES UNION
("the Union")
AND IN THE MATTER OF A GRIEVANCE OF MARK WHELAN
BOARD OF ARBITRATION: Ian Springate, Chair
David Guptill, College Nominee
Sherril Murray, Union Nominee
APPEARANCES
For the College: Barry Brown, Counsel
Kevin Mailloux
For the Union: Mary Anne Kuntz, Grievance Officer
Sherry Sharon
Hearing: In ~indsor on November 24, 1993.
\.
2
AWARD
INTRODUCTION
The grievance giving rise to these proceedings was filed on
June 29, 1992. It relates to a job evaluation plan provided for
under a collective agreement between the Union and the Ontario
Council of Regents for Colleges of Applied Arts and Technology.
The collective agreement is binding on the College as well as
support staff employed by the College.
At the time of the hearing the grievor was employed in a
temporary teaching position and not in the support staff position
that he was in when he filed his grievance. The grievor's
evidence was that he might be returning to his former support
staff position at the end of the current academic year. These
proceedings relate only to the support staff position that the
grievor was in when he filed his grievance.
The relevant position description form was agreed to by the
parties. It does not state which job family the grievor's support
staff position came within. The grievor applied for the position
in 1990 in response to a job posting which described it as a
Technician C position. At the hearing counsel for the College
contended that the Technician job family was the appropriate job
family. The representative of the Union, however, contended that
the position should have been classified as a Technical Support
Specialist-Atypical or, in the alternative, as a Technologist
C-Atypical.
At the time he filed his grievance the grievor's position was
classified by the College as coming within payband 9. In his
grievance he claimed that he should be reclassified to the payband
11 level retroactive to July 23, 1991. The grievance was
subsequently amended during the grievance procedure to claim that
the 9rievor should be classified at the Payband 12 level.
The disagreement between the parties concerning the
appropriate payband arises out of the different manner in which
they rate a number of aspects of the position under the job
evaluation plan. They disagree, on the ratings for the complexity
and judgement elements of the job difficulty matrix; the
guidelines available and nature of review elements of the guidance
received matrix; the purpose of contacts element of the
communication matrix; the experience and skill elements of the
knowledge matrix; and the work environment element of the working
conditions matrix.
THE GRIEVOR'S JOB DUTIES
When occupying the position in question the grievor provided
technical and supervisory support with respect to the day to day
operation of microcomputers and related equipment. His
responsibilities related to the College's Divisions of Applied
Arts, Business and Hospitality and General Education. The
computer equipment in these Divisions was also utilized by both
the Continuing Education Division and The Reach Office.
The grievor was responsible for the software used in eight or
nine different rooms of computers where students learned about and
did work on computers. He testified that he ensured that
everything was coordinated so that people had what was required,
when it was required. If a class was to work on Word Perfect
software, the grievor was responsible for ensuring that Word
Perfect was available. The same was true for specialized
software, such as accounting software adopted for veterinary
business use.
As part of his job the grievor gave direct assistance to
students during open computer lab times. According to the
grievor, students would ask him for assistance when they were
unable to figure something out by themselves. The grievor was not
involved with students in scheduled computer labs. Employees
5
referred to as paradigm shift technologists worked with students
during scheduled labs and marked their lab assignments.
The grievor was at times required to deal with students who
were behavioural problems. He gave the example of a student
lighting fire crackers or trying to use 10 computers at once. He
indicated that if faced with a major problem, or a student
stealing software or equipment, he would raise the matter with his
supervisor, Mr. Joe Korchnak.
The grievor also provided assistance to teachers concerning
the proper operation of hardware. According to the grievor, some
of the teachers had limited training and capabilities with respect
to computers. He gave the example of a word processing teacher
who had previously taught typing wanting to know why a 31/2 inch
diskette would not fit into a 5 inch disk drive.
The grievor testified that it was common for both teachers
and students to blame a computer virus for what was in fact the
erroneous use of software. When this occurred the grievor would
ascertain what the problem was and advise the teacher and/or
student of the correct way to use the software.
The grievor provided various departments with information
relating to the type of software that was appropriate for the
courses they offered. In addition, he tried to ensure that
sufficient software was purchased for scheduling requirements. He
also determined how many licenses had to be purchased for
particular software. He gave the example of being able to
purchase eight copies of Word Perfect for the cost of one because
a college was doing the buying.
The grievor advised relevant individuals of new versions of
software as they became available. He testified that he received
information about new software packages in the mai] and would
evaluate the information to determine what advantages the new
software had and whether they were worth the cost involved. At
times a faculty member might learn about some software and ask the
grievor how it could be made available.
The grievor testified that while a computer committee
established standards for computers acquired by the College, when
computers were to be purchased he would ask that they have a
certain amount of memory or suggest particular brand names. He
stated that he might also request that colour monitors and
particular types of mice be purchased.
The grievor prepared detailed schedules for labs using
schedules that had been prepared by the scheduling department.
The grievor would identify any scheduling problems or conflicts
and then make the necessary changes.
The grievor was responsible for identifying areas of concern
relating to the operation of computer labs and preparing rules and
regulations for the labs.
As part of his job the grievor hooked equipment such as
scanners and printers to computers and also make the associated
adjustments. In addition, he configured hardware. He explained
that to configure means to set something up so that it is
appropriate for the use required and appropriate for the
environment. He gave the examples of setting up a scanner board
and setting switches on the board; and also ensuring that when a
software package is being used it is used in accordance with the
proper settings.
The grievor indicated that at times a teacher would change
the configuration on computers with the result that other software
packages could not later operate with that equipment. When this
occurred, the grievor would ascertain what the problem was and
correct it,
The grievor was involved in joining computers into networks,
configuring the networks and then managing the networks. He also
oversaw the operation of a room of terminals serviced by an AS 400
operating system.
Except for minor repairs, the grievor was not responsible
repairing hardware. He was, however, required to determine when
repairs were required. Depending on whether or not the equipment
was under warranty, he would either contact the supplier or a
College technologist to do the repairs. In addition, he would
keep a record oh problems with hardware so as to be able to
identify recurring problems.
The College hired students on a part-time basis to work in
the computer labs. The grievor testified that previously he had
hired the students on his own but most recently he was on a
committee which hired three students. He indicated that he had
been the one to decide that three was the appropriate number to
hire and that he was the one who had trained the students.
According to the grievor, he also made sure the students did the
work assigned to them, such as keeping the labs clean.
The grievor indicated that as part oH his job he was involved
in a variety oH di??erent tasks, such as working with plant
maintenance to determine what kinds oH blinds should be ordered
and dealing with problems associated with whether or not a ~ire
exit should be kept open. He also provided technical assistance
to clerical staSH who used microcomputers in their work.
THE APPROPRIATE JOB FAMILY
The representative of the Union contended that the Technical
Support Specialist job family best described the grievor's
position. The description of this job family in the job
evaluation plan reads as follows:
TECHNICAL SUPPORT SPECIALIST
This family covers positions of employees who manage and
are directly responsible for software in one or more
specialized areas e.g. operating systems, data
communications, data base, and provide a high level of
technical information and guidance related to the
systems software and/or data base software on a College
wide basis
The job evaluation plan lists the following as being the
typical duties of someone within the Technical Support Specialist
job family:
TYPICAL DUTIES
Assesses user needs and determines the software
appropriate to meet those needs
Alters and or designs software systems where required
Provides adVice and guidance on the most effective
utilization of software systems
Implements systems designed for college
Acts as technical resource for entire college
10
These provisions indicate that a technical support
specialist's duties relate to the implementation of software
systems to be used by a college, including systems expressly
designed for the college, and that when required he or she is able
to alter and design software systems. The grievor's role,
however, related to the selection and use of commercially
available microcomputer software primarily utilized by students.
We do not view this role as involving the type of work
contemplated by the Technical Support Specialist job family.
As an alternative argument, the representative of the Union
contended that the grievor's position came within the Technologist
job family. The descriptions of the Technologist and Technician
job families are as follows:
TECHNOLOGIST
This family covers positions and employees who provide
technical services regarding the application of
specialized knowledge. Major responsibilities include
planning, designing, developing, selecting and testing
of facilities, equipment, materials, methods and
procedures, etc. related to the instructional programs
and administrative services. Incumbents demonstrate the
principles and theories of their speciality in various
learning activities and provide technical advice.
TECHNICIAN
This family covers positions of employees whose major
responsibilities involve the care, maintenance, set-up,
operation, demonstration, distribution and security of
instructional and allied equipment and materials and the
preparation of materials for use in instructional
programs and administrative services. This family also
11
covers positions in plant maintenance departments
involving the planning, lay-out and specifications for
alterations and additions to existing facilities.
The grievor's position had some elements from both of these
job families. He was involved in the selection of software
packages for instructional programs, which is covered by the
Technologist job family. He was not, however, involved in
planning, designing or developing facilities, equipment,
materials, methods or procedures, which is also referred to in the
Technologist job family description. He was involved in the
set-up, operation, demonstration and distribution of software used
in instructional programs and administrative services, These
tasks are covered by the description of the Technician job family.
On balance, we believe the "best fit" for the grievor's position
was as part of the Technician job family.
THE JOb DIFFICULTY MATRIX
The parties disagree on the appropriate rating of the
grievor's former position with respect to the complexity and the
judgement elements of the job difficulty matrix. The College gave
the grievor's job a D rating in terms of complexity and a 5 rating
for judgement. The Union argues for an F-6 rating. The criteria
for these ratings, as well as the E rating for complexity, are as
follows:
Complexity
D. Work involves the performance of varied, non-routine
complex tasks that normally require different and
unrelated processes and methods.
E. Work involves the performance of non-routine and
relatively unusual tasks that may require the
application of specialized processes or methods.
F. Work involves investigating and resolving a variety
of unusual conditions. Problem-solving requires adapting
analytical techniques and development of new information
on the problem condition.
Judgement
5. Duties performed require a significant degree of
judgement. Problem-solving involves interpreting
complex data or refining work methods and techniques to
be used.
6. Duties performed require a high degree of judgement,
Problem-solving requires adopting analytical techniques
and development of new information on various situations
and problems.
An F rating for complexity is the highest rating possible.
The criteria for this rating indicate that it is appropriate only
if an employee is dealing with a variety of unusual conditions and
when problem-solving requires adapting analytical techniques and
developing new information on the problem condition. The matters
dealt with by the grievor were non-routine. For the reasons
indicated below, however, we do not view them as involving a
variety of unusual conditions. Further, as a general matter the
grievor was not required to develop new information. Accordingly,
13
an F rating was not appropriate.
The grievor's position met the criteria for a D rating since
his work was complex and non-routine and also required the
application of different processes and methods. The criteria for
an E rating requires that the tasks involved be relatively unusual
and that they may require the application of specialized processes
or methods. The tasks performed by the grievor differed in the
s~nse that one problem student would presumably act differently
than another problem student; the technical problems experienced
by one faculty member would differ from those of another faculty
member; and the software needs of one lab would be different from
the software needs of another lab. When dealing with each
situation, however, it cannot reasonably be said that the grievor
was performing a relatively unusual task. His work is better
described by the phrase "varied, non-routine complex tasks", which
is found in the criteria for a D rating. The grievor's work also
does not appear to have required the application of "specialized"
processes or methods. Given these considerations, we believe that
a D rating for complexity was the appropriate rating.
With respec~ to the judgement matrix, the main difference
between the criteria for a 5 and a 6 rating is that a 6'rating
requires the adopting of analytica] techniques and the development
of new information on various situations and problems. While it
might be said that the grievor was required to adopt analytical
techniques, he was not required to develop new information on
situations and problems. This being the case, a 5 rating was
appropriate.
Having regard to the above, we affirm the D-5 rating given by
the College.
THE GUIDANCE RECEIVED MATRIX
The grievor testified that he answered directly to six
different departmental chairs, although his direct supervisor was
Mr, Joe Korchnak. He stated that he thought Mr. Korchnak was the
Chair for Law and Security and Information Systems as well as the
Office Manager in the Business Department.
The grievor testified that days would go by without him
seeing Mr. Korchnak. He indicated that they would meet only when
one of them felt there was something the other one should know
about, He gave the example of a teacher being unhappy about the
way something had been done, and the grievor talking to Mr.
Korchnak about it before the teacher did. Ne stated that if there
was a major problem with a student, or if a student had removed
equipment or software, he would raise the matter with Mr.
15
Korchnak. The grievor also indicated that he would raise with Mr.
Korchnak any problems that he was unable to resolve.
The grievor's evidence was that Mr. Korchnak did not know a
lot about what he did. He stated that he prioritized the work
that had to be done and then just went and did it. According to
the grievor, deadlines relating to the start of courses were very
important to him, but at times deadlines could not be met. He
stated that he adjusted his hours of work to do what was required,
including working extra hours at times and then taking equivalent
time off.
According to the grievor, what kept him in check was the need
to have everything working properly. He stated that if things
were not working properly, people would complain about it.
The College gave the position a D rating with respect to the
guidelines available element of the guidance received matrix and a
4 rating for the nature of review element. The Union argues for
an E-5 rating. The criteria for these ratings are as follows:
Guidelines Available
D. Work is performed in accordance with procedures and
past practices which may be adapted and modified to meet
particular situations and/or problems. Supervisor is
available to assist in resolving problems.
E. Work is performed in accordance with genera]
instructions and policies involving changing conditions
and problems. Supervisor may be involved on problems of
major importance.
Nature of Review
4. Work assignments are subject to a general form of
review for achievement of specific objectives and
adherence to established deadlines.
5. Work assignments are reviewed only for achievements
of broad objectives, effectiveness of results and to
ensure integration with the work of others.
The grievor's instructions appear to have been very general
in nature, namely to carry out the various functions associated
with his position and deal with problems as they arose. The
evidence indicates that Mr. Korchnak provided information to the
grievor but did not suggest to him what he was to do. Given these
considerations, we believe that an E rating was appropriate.
With respect to the nature of review element, because of the
nature of the grievor's work it was subject to a general form of
review for the achievement of specific objectives. When something
did not work properly, or if a faculty member was unhappy about
the way the grievor had performed a particular task, a complaint
was apparently made to Mr. Korchnak. In our view, this situation
met the criteria for a 4 rating, but not the criteria for a 5
rating.
Having regard to the above, we find that E-4 was the proper
rating for the guidance received matrix.
THE COMMUNICATION MATRIX
The parties agree that the grievor's position justified a 3
rating for the level of his contacts. This rating is appropriate
where contacts are primarily with employees at higher levels
within the College. The parties disagree on the purpose of his
contacts. The College gave the purpose of contacts element a C
rating while the Union argues for an E rating. The criteria for
the C, D, and E ratings are as follows:
C. Work involves contacts for the purpose of providing
guidance, instruction or technical advice or for the
purpose of explaining various matters by interpreting
procedures or policy.
D. Work involves contacts for the purpose of problem
identification and solution with respect to matters of
considerable importance requiring tact, diplomacy and
persuasion.
E. Work involves contacts for the purpose of securing
understanding, cooperation or agreement on sensitive or
technical matters of significant importance where more
than average tact, diplomacy and persuasion is required.
The grievor testified that he communicated with faculty and
chairs and the information and recommendations he provided to them
had a major impact on what they did since they had to rely on him.
18
He further testified that he met monthly with Mr. Rick Erwin, the
manager of computer operations, to try to convince him to
authorize expenditures to repair hardware which was giving rise to
repetitive problems.
The representative of the Union contended that an E rating,
the highest possible, was the only sensible and reasonable one.
She submitted that the grievor's contacts related to technical
matters of significant importance. She further submitted that the
grievor was required to exercise significant tact because he was
always in a subordinate position to those he dealt with and he was
required to get their cooperation.
To some extent the tasks performed by every employee of the
College are important, and some tact is required whenever
employees deal with each other about work-related matters. The
criteria for a D and E rating, however, suggest that what is
required is the need to explain difficult situations
diplomatically and to persuade people to act in a certain way with
respect to matters of some consequence to the College. The
grievor's role did not extend that far. Primarily what he did,
and what he apparently did very well, was to provide technical
instruction, guidance and advice to others, all of which fit
within the criteria for a C rating. Accordingly, we uphold the
C-3 rating given by the College.
19
THE KNOWLEDGE MATRIX
The parties agree that the grievor's position properly
received a 6 rating for the training element of the knowledge
matrix, meaning that it required the skills normally acquired
through the attainment of a three year community college diploma
or equivalent. They disagree, however, on the proper rating for
the experience element. The College rated the position at level
C, which means that it required up to three years of practical
experience. The Union argues for a D rating, which is appropriate
for positions which require up to five years of practical
experience,
Both parties questioned the grievor in some detail about his
training and work experience and advanced arguments as to how
these related to the appropriate experience rating. We base our
rating, however, on the position description form which was agreed
to by the parties. Under the heading "Indicate the minimum amount
of practical work experience required to perform this job" there
is the entry "Three to five years in Technical Facilities
Management". Having regard to this statement, we find that a D
rating was appropriate.
The parties disagree on the proper rating for the skill
element of the knowledge matrix, The College argues for a 4
20
rating, the Union for a 8 or at least a 5 rating. The criteria
for these ratings are as follows:
4. Work requires the ability to organize statistical
information and to understand elementary principles of a
science or a professional discipline. May operate
complex computer, electronic instruments or laboratory
equipment.
-5. Work requires the ability to organize complex
statistical information and to understand and apply
elementary principles of a science or professional
discipline. May operate very complex electronic
instruments, laboratory or computer equipment.
6. Work requires the ability to understand and apply
complex principles of a discipline, such as mathematics,
computing science etc. Designs testing procedures for
repetitive application, conducts standardized scientific
studies and performs statistical and other problem
analyses.
The representative of the Union contended that the grievor
was required to apply principles of mathematics and computer
science and that it would understate the College's reliance on his
ability to say that he was only required to understand the
elementary principles of a science. She contended that while the
grievor conveyed elementary principles to others; he himself had
to be conversant beyond the elementary level.
Counsel for the College noted that the job classification
plan indicates that a programmer B's skills will normally be rated
at a 4 level. He submitted that since programmers who develop new
software get a 4 rating, it would be inappropriate to give the
21
grievor who installed software a higher rating.
The grievor's work related to the operation of software
packages in microcomputers. This logically did not involve the
application of complex principles of computer science. In
addition, he did not design testing procedures for repetitive
application, conduct scientific studies or perform statistical
analysis. Accordingly, his position clearly did not meet the
criteria for a 6 rating.
The grievor was required to understand the elementary
principles of computer science as contemplated by both a 4 and a 5
rating. It appears that at times he was also required to apply
those principles, which is one of the requirements for a 5 rating.
He was not, however, required to have the ability to organize
complex statistical information, which is also required for a 5
rating. The computer equipment he operated was being used to
train students who were not specializing in computer studies.
This suggests that it was "complex" computer equipment of the type
referred to in the criteria for a 4 rating, as opposed to "very
complex" computer equipment of the type referred to in the
criteria for a 5 rating. On balance, we conclude that a 4 rating
was the appropriate rating for the skill element.
22
WORK ENVIRONMENT ELEMENT
The College gave the grievor's position an A-5 rating with
respect to the work environment element of the working conditions
matrix. The Union argues for a C rating. The criteria for the A,
B, and C ratings are as follows:
A. Generally agreeable working conditions such as those
found inside offices or equivalent work areas.
B. Slightly disagreeable working conditions. Exposure
to somewhat noisy, hot or cold conditions.
C. Disagreeable working conditions. Exposure to dirt,
noise and a variety of weather elements. Exposure to
potentially hazardous conditions where there is some
possibility of injury.
The position description form and the grievor's evidence
indicates that he was exposed to high voltage live power supplies,
toxic fumes from laser printers, various cleaning solutions and
chemical substances, We view these as disagreeable working
conditions which satisfy the criteria for a C rating. The
position description form indicates that disagreeable working
conditions were present from 10 to 15 percent of the time. This
met the criteria for a 3 rating (10 to 30 percent of the time) for
prevalence. Accordingly, we find that C-3 was the appropriate
rating.
CONCLUSION
The College's rating of the grievor's position resulted in it
receiving a total of 608 points under the job evaluation plan.
Our finding that E-4 was the proper rating for the guidance
received matrix results in an additional 27 points, Our D rating
for the experience element of the knowledge matrix and C-3 rating
for the work environment element of the working conditions matrix
raises it by an additional 13 and 12 points respectively, This
brings the total to 660 points, which is'within the point range
for payband 10,
Having regard to the above, we find that the grievor's former
position should have been classified as being within payband 10,
This board will remain seized of this matter %0 deal with the
issue of the compensation payable to the grievor,
2~
Dated at Toronto this 15th day of February, 1994,
Chaq r
"David Guptill"
College Nominee
"Sherril Murray"
Union Nominee