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HomeMy WebLinkAbout2014-4050.Masliwec.16-05-12 DecisionCrown Employees Grievance Settlement Board Suite 600 180 Dundas St. West Toronto, Ontario M5G 1Z8 Tel. (416) 326-1388 Fax (416) 326-1396 Commission de règlement des griefs des employés de la Couronne Bureau 600 180, rue Dundas Ouest Toronto (Ontario) M5G 1Z8 Tél. : (416) 326-1388 Téléc. : (416) 326-1396 GSB#2014-4050, 2015-2079, 2015-2080 IN THE MATTER OF AN ARBITRATION Under THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT Before THE GRIEVANCE SETTLEMENT BOARD BETWEEN Association of Management, Administrative and Professional Crown Employees of Ontario (Masliwec) Association - and - The Crown in Right of Ontario (Ministry of Environment and Climate Change/ Ministry of Education/ Ministry of Health and Long-Term Care) Employer BEFORE Gordon F. Luborsky Vice-Chair FOR THE ASSOCIATION Kelly Doctor Goldblatt Partners LLP Counsel FOR THE EMPLOYER Caroline Cohen Treasury Board Secretariat Legal Services Branch Counsel CONFERENCE CALL April 21, 2016 - 2 - Decision [1] The Board heard a motion by telephone conference to deal with a dispute concerning the production of documents in the context of a number of job posting grievances scheduled to be heard by the Board in approximately six months. This Decision is limited to the determination of that preliminary dispute. Background Information [2] The Board is seized of at least three grievances arising out of the Grievor’s unsuccessful application in separate job postings for positions at the Ministry of Environment and Climate Change (GSB #2014-4050), Ministry of Education (GSB #2015-2079) and Ministry of Health and Long-Term Care (GSB #2015-2080). The hearing for these grievances has been set for October 31, 2016. The Association suggested there were in fact a total of nine separate but related job posting grievances, which may be consolidated with the instant proceedings. [3] In advance of the hearing the Association sent a letter on October 23, 2015 to the Employer requesting production of the complete competition file for the position of “Consultant, Access & Privacy” at the Ministry of Health and Long-Term Care (Competition: T-HL-71669) and “Senior Information and Privacy Advisor” at the Ministry of Education (Competition: 69660). At the same time the Association also requested particulars on a number of matters. [4] It appears that much of the requested documentation and particulars were provided to the Association; however the Association claimed that a number of relevant documents remained outstanding in the following email communication to Employer counsel dated April 13, 2016 from Association counsel: I have reviewed the documents that you provided. I would note that the documents provided did not include any of the following: - the notes from the interview of the other candidates; - the CVs and cover letters of the other candidates; - the written assignments of the other candidates; - scoring grids or documents related to how to score the written assignment; - 3 - - any handwritten notes on the CVs, cover letters, or written assignments of Ms. Masliwec or the other candidates; - notes from any reference checks that were performed; - any other documents in the competition file related to the selection process involving the other candidates. We are prepared to limit our request for production at this time to the 5 candidates selected for an interview. Please advise if these documents will be forthcoming [5] Employer counsel’s responding email of April 14, 2016 is reproduced below: I am aware of what is missing from what I sent you. We are in the process of tracking down the rest of the material. I thought it would be helpful in the meantime to send you what I did have. I do not have any objection to producing it if she was in fact interviewed. My issue is with your production request on the other file. Thanks. [6] The “issue…on the other file” referred to in the foregoing email exchange arises out of the grievance between the Association and the Ministry of Education. One of the grounds of the Association’s challenge to the job posting at that Ministry is an allegation the Employer was “biased” in considering the Grievor’s application. Consequently, it is claimed that at least partially as a result of that “bias”, an invitation was not extended to the Grievor to participate in a face-to-face interview with Ministry officials running the competition. Apparently, only three other candidates were invited to interview for the position and were asked a number of questions, from which the Employer made its ultimate choice in the matter. [7] Thus in addition to the documentation related to the Grievor’s application and the Employer’s assessment thereof at the pre-interview or “screening” stage in the hiring process (which the Employer does not object to producing), in an email to Employer counsel of April 6, 2016 the Association’s counsel also demands disclosure of “any handwritten notes on any of the job applications, any notes taken when assessing candidates and assigning a score to them at the screening stage, a copy of the Job Information Package, a copy of any notes/scoring grids used in the interview process, and a copy of any notes or documents related to any reference checks that were performed.” The Association further alleges: In this dispute, we have concerns of potential bias by the hiring manager and/or interview panel. This concern is supported by the fact that a - 4 - perfect score was assigned to a candidate who had previously worked in that unit, the fact that the cut-off score for an interview was set at an unduly high threshold, and the fact that only three candidates were interviewed. [8] The Employer objects to producing any documentation related to its interviews of the three candidates who were considered by its competition panel after the pre- screening process eliminated the Grievor from contention. This position is made clear in Employer counsel’s email of April 12, 2016, reproduced below: Ms. Masliwec was screened out of the competition and never made it to the interview. Therefore any bias you may have with respect to the interview stage is irrelevant to the grievance filed by Ms. Masliwec. No other grievances were filed in respect of the interview itself. We will check to see if there are any hand-written notes of the initial screening stage. We will also produce the Job Information Package. However, we will not be producing information from the interview as it is not arguably relevant to the grievances. [9] At the request of the Association, the Board convened a telephone conference on April 21, 2016 to deal with the outstanding production requests. With the exception of their dispute regarding the disclosure of documentation related to the grievance at the Ministry of Education, the Employer either agreed or at least committed to advise the Association whether it has the complete competition file of the Ministry of Health and Long-Term Care (where the Grievor had apparently been interviewed), within three (3) weeks of the instant telephone conference, which it committed to disclose within one month thereafter (to the extent the documentation exists). Those undertakings have been recorded by the Board and are remitted to the parties for compliance, failing which the Association may schedule another telephone conference to resolve any ongoing dispute. [10] The Employer also agreed to produce the “Job Information Package” related to the competition at the Ministry of Education, and any relevant notes at the pre-interview stage of the hiring process. [11] That left for determination on the instant telephone conference the question of whether, or to what extent, the Employer is obliged to produce documentation related to the interview of the three candidates for the position at the Ministry of Education, where - 5 - the Grievor’s application was rejected at the pre-screening stage in this hiring process and thus was not asked to an interview. The Parties’ Submissions [12] On behalf of the Association, Ms. Doctor repeated that the main issue between the parties is whether the Employer is required to produce any of the notes, scoring grids, reference charts, and the like, arising out of its interviews with the three candidates asked to interview for the job posting at the Ministry of Education, notwithstanding the agreed fact that the Grievor was not asked to participate in that process. [13] According to the Association, such documentation is “arguably relevant” to the matters in dispute between the parties for at least two reasons. [14] First, the Association claimed its review of the documentation already provided by the Ministry of Education showed the threshold score that a candidate had to achieve in order to be granted an interview was “unusually high”, being a requirement of achieving the grade of 90 out of 100. The Association asserted that one candidate, who had previously worked in the position at the Ministry, received a perfect score in the screening process and thus was apparently asked to interview for the job, leading the Association to properly suspect that the unusually high “cut-off” score was intended to disadvantage all but those who had previously worked in the same position before, leading to legitimate concerns about the overall fairness of the process. [15] Second, but also related to its first concern, the Association alleged there was actual bias by the Ministry of Education competition committee in its selection of the successful candidate for the position. By reviewing the actual interview notes of the three candidates asked to interview for the position, and comparing it to the questions and answers given by the Grievor (and/or perhaps the other unsuccessful applicants at the screening stage), the Association asserted that all documentation related to the actual interview of the three candidates may at least inferentially support its dispute with the initial screening process relevant to the question of alleged biased. - 6 - [16] The Association also referred to the following cases in support of its representations: West Park Hospital v. O.N.A., 1993 CarswellOnt 1283, [1993] O.L.A.A. No. 1212, [1993] O.L.A.A. No. 12, 32 C.L.A.S. 469, 37 L.A.C. (4th) 160 (Knopf) (Ont. Arb.), Re Ontario (Ministry of Government Services) and AMAPCEO (Chapman et al), 2011 CanLII 86402 (Dissanayake) (ON GSB), Re Liquor Control Board of Ontario and Ontario Liquor Control Boards Employees’ Union (Manoukas), 2003 CanLII 52959 (Kirkwood) (ON GSB) and Re Liquor Control Board of Ontario and OPSEU (Major), 2007 CarswellOnt 10689, 91 C.L.A.S. 235 (Nairn) (ON GSB). [17] In reply, Ms. Cohen submitted on behalf of the Employer that documentation related to the questions, answers and its scoring given by the three candidates asked to interview for the contested position was not “arguably relevant” to the matters at issue in the present case, where the Grievor had not been asked to participate in the interview process. To the extent the Association was challenging the “fairness” of the pre- screening process; the Employer contended that it could not rely on after-the-fact evidence to prove something before the fact. In other words, the Employer disputed the relevance of any evidence from the interview process itself to the essential question before the Board, which the Employer characterized as whether the Grievor had been fairly dealt with in the screening part of the hiring process. [18] Unless the Association could establish a clear nexus between the scoring of the questions and answers given to the three contestants asked to an interview with the pre-screening process, which the Employer claimed the Association had failed to establish, the Employer submitted the Association’s request for all documentation related to the questions, answers and scores from the interview of three other candidates amounted to nothing more than a “fishing expedition” in the sense of enabling the Association to cast about to determine if it had a case at all, which was improper in the circumstances. The Employer referred to the Board’s decision in O.P.S.E.U. (Morsi) v. Ontario (Ministry of Labour), 2012 CarswellOnt 689, 109 C.L.A.S. 226 (Harris) (ON GSB) in support. [19] The parties also filed the following excerpts from their collective agreement which they agreed applied to the merits of the instant grievances: - 7 - 18.3.1 In filling a vacancy, applicants’ qualifications for the position shall be assessed relative to the selection criteria – the knowledge, skills abilities and experience required to perform the duties of the position. The most qualified applicant for the position shall be selected to fill the vacancy. 18.3.2 Where the qualifications and ability are relatively equal between an AMAPCEO unit applicant and a non-AMAPCEO unit applicant preference will be given to the AMAPCEO unit applicant. […] 18.6 Unfair competition complaints shall be processed in the same way as other complaints under Article 15, except for the following. Where a complaint is submitted to arbitration: (a) The arbitrator shall be empowered to determine any question of fact or law including whether any requirement of Article 18 has been followed. This includes, but is not limited to, whether the Employer (including a selection panel) has made an error in the process of assessing the applicant’s qualifications based on the evidence which was (or should have been) before it. However, the arbitrator shall not be empowered to decide who should have been selected in accordance with Article 18. (b) As a remedy, the arbitrator may declare the competition and its results null and void, and order the competition or any part of it to be run again with directions on how it is to be conducted. (c) Notwithstanding Article 18.6(a), where a competition complaint involves the application of Article 18.3.2, the arbitrator may award the job in question to the complainant where the selection panel determined that the complainant’s qualifications and ability were relatively equal to the non-AMAPCEO unit applicant incorrectly awarded the job. [20] The Board notes as an aside that it was not advised whether the successful applicant for the contested position at the Ministry of Education was an AMAPCEO unit member at the time of the application. Reasons for Decision [21] For the reasons that follow the Board determines it is appropriate to grant the production order requested by the Association. - 8 - [22] At para. 20 in West Park Hospital, supra, Arbitrator Knopf set out the following factors for consideration in a contested request for the disclosure of documents, which the Board considers applicable to the circumstances of the present case: However, where the disclosure is contested, the following factors should be taken into consideration. First, the information requested must be arguably relevant. Second, the requested information must be particularized so there is no dispute as to what is desired. Third, the Board of Arbitration should be satisfied that the information is not being requested as a “fishing expedition”. Fourth, there must be a clear nexus between the information being requested and the positions in dispute at the hearing. Further, the Board should be satisfied that disclosure will not cause under prejudice. In this regard, the criteria set out in the Desmarais and Morrissette case [reported at Desmarais v. Morrissette 1991, 4 C.LP.C. (3d) 297(Ont. Gen. Div.)] are applicable in terms of weighing whether or not privileged information should be protected. [23] In a previous case before the Board where there was an allegation that the Employer eliminated a number of positions for the “bad faith” motive of “cleaning house” and rehiring “only those employees it wanted”, Vice Chair Dissanayake allowed an Association demand for broad disclosure of all arguably relevant documentation related to the employer’s decision in the matter with the following comments at para. 12 that are also germane to the immediate issue now before the Board. Having considered the able submissions of the parties, I conclude that the requested disclosure ought to be ordered. The employer is correct that the instant complaints are not “competition grievances” in the traditional sense in that they do not directly allege a violation of the job competition provisions of the collective agreement. However, the appropriateness of a request for disclosure does not depend on the labelling of a grievance. It depends on whether the requested material is of some probative value, and therefore arguably relevant, with respect to an issue in dispute in this proceeding. That is the determinative test in every case. The Association has clearly asserted that the elimination of all EMC positions, the surplussing of the complainants, the creation and posting of the new RPBA positions, and the denial of those positions to the complainants constitute a scheme the employer devised in bad faith to “clean house” and get rid of employees the employer no longer wished to employ. It has not been suggested that the association is not entitled to make that assertion as part of these complaints. Rather, the employer denies bad faith. Thus the allegation of bad faith, including bad faith in the treatment of the complainants in the job competition for the RPBA positions, is an issue put before the Board in this proceeding. The disclosure sought, in the Board’s view is, therefore, - 9 - arguably relevant to an assertion of bad faith already made by the association, and does not amount to a “fishing expedition”. Rather, the Association, through its request for disclosure, is attempting to obtain evidence to support a position it has already clearly asserted. Emphasis added. [24] Applying the foregoing principles to the instant demand for disclosure, the allegation of “bias” which is an assertion of bad faith has clearly been made by the Association and while the Employer may deny that charge, the Association has the right to make that allegation in the absence of any evidence suggesting its abuse of process in so doing. Thus the question of whether the Employer was bias in its selection of one of the candidates for the posting at the Ministry of Education to the exclusion of the Grievor is an issue on at least that grievance before the Board. [25] More broadly, article 18.6(a) of the parties’ collective agreement empowers the Board to determine “any question of fact or law including…whether the Employer (including a selection panel) has made an error in the process of assessing the applicant’s qualifications based on the evidence which was (or should have been) before it”. Such language casts a very wide net on the “process of assessing the applicant’s qualifications based on the evidence” which does not parse out the pre- screening phase from the interview part of the hiring procedures adopted by the Employer. The parties have obviously included such broad language to ensure transparency in the selection process; which becomes even more important when there is an allegation of “bias” or bad faith on the part of the Employer, to satisfy any reasonable suspicion of a “cover-up” of improper considerations by a selection panel, wherever those improper considerations occur anywhere in the process. [26] Consequently, the Board concludes that the requested documentation related to the questions, answers and scoring of the three candidates asked to attend an interview for the position at the Ministry of Education is at least “arguably relevant” to an issue before the Board from all of the evidence which was or should have been before the selection panel, as contemplated by article 18.6(a). Adopting the further principles enunciated by West Park Hospital, supra, the Board further concludes that the Association’s request has been sufficiently particularized so there is no dispute as to - 10 - what is desired; that there is a clear nexus between the information being requested and the positions in dispute at the hearing; and there is no evidence to suggest that disclosure of such information will “cause undue prejudice” to the Employer. Moreover, the Board cannot find on the submissions before it that the Association’s disclosure request constitutes a “fishing expedition” where it is related directly to the Association’s allegation of “bias” in the assessment and selection process which the Board is obliged to assess in its totality under article 18.6(a) of the collective agreement. [27] The Morsi decision, supra, relied upon by the Employer in opposition to the Association’s request for production herein is distinguishable from the circumstances before the Board in the present case. In that case, the Board dealt with two grievances related to job competitions for an Employment Standards Officer arising out of the employer’s failure to grant an interview to the grievor on its assessment of some 2000 applications, and there was what the employer characterized as a “bald assertion” of age discrimination by the employer in failing to select the grievor for an interview. While the reasoning is very brief (from which it is difficult to discern any guiding principles), in denying the union’s request for disclosure of information related to the successful candidates for the jobs, Vice-Chair Harris concluded at para. 7 that inasmuch as the issue before the Board was whether the employer breached the collective agreement by failing to grant an interview to the grievor, “[w]hether someone was improperly granted the job does not touch that issue”. [28] That is unlike the circumstances presently before the Board where the issue of alleged “bias” is directed at the Grievor’s treatment supported by the claimed high threshold criterion adopted by the Employer and from the inferences the Board may be asked to draw from the questions, answers and scoring of all of the candidates asked to an interview (to be compared with the Grievor’s answers to presumably similar or arguably related inquiring in the pre-screening process); not from the identity of the successful candidate alone. Also, the persuasive value of the Morsi decision is greatly diminished by the very limited or lack of reference to the collective agreement language in issue and/or to the factual allegations of bad faith, which in that case related to an assertion of “age discrimination” that the Board left open the possibility of the union - 11 - pursuing if it could establish the employer had any knowledge of the age of applicants for the position, which it had not accomplished. [29] In the instant case the Board concludes the Association has at least established a basis for inquiry into the very serious allegation of “bias” from all of the information presently submitted to it, rendering the request for disclosure of the questions, answers and scoring of the three candidates selected for interview at least “arguably relevant” to an issue properly before the Board. But in any event, the Board concludes there is nothing objectionable about ordering disclosure related to the interview questions, answers and scoring as part of the entire “process of assessing the applicant’s qualifications based on the evidence which was (or should be) before it”, as authorized by the parties’ terms of reference for the Board’s proper inquiry under article 18.6(a) of the collective agreement. Disposition [30] The Employer is therefore ordered to include in its disclosure to the Association all documentation related to the questions, answers and scoring conducted on the three candidates asked for an interview by the Ministry of Education, including without limitation of the generality of the foregoing, any handwritten or other notes compiled by the interviewers and/or any evaluators of the candidates asked to interview for the position at issue in the present grievances. [31] This order is in addition to the commitments made by the Employer to disclose the applicable competition files related to the Ministry of Health and Long-Term Care grievance made in the course of the telephone conference, which is hereby incorporated as part of the instant order. [32] The Board remains seized to deal with any disputes respecting the Employer’s reasonably timely compliance with this order. Dated at Toronto, Ontario this 12th day of May 2016 Gordon F. Luborsky, Vice Chair