HomeMy WebLinkAbout1989-1977.Patterson.90-09-19 ONTAR/O EMPL 0 Y[:S DE LA COURONNE
'~. ' "' CROWN EMPLOYEES DE L 'ONTARIO
GRIEVANCE C,OMMISSION DE ·
SETTLEMENT REGLEMENT
'BOARD DES GRIEFS
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1977/89
IN THE MATTER OF ANARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
OPSEU (Patterson)
Grievor
- and -
The Crown in Right of Ontario
(Ministry of correctional services)
I
Employer
- and -
W. Kaplan Vice-Chairperson
J. Solberg Member
D. Clark Member
FOR THE K. Whitaker
GRIEVOR Counsel
.Ryder, Whitaker, Wright &
Chapman
Barristers & Solicitor~
FOR THE S. McDermott
EMPLOYER Counsel
Hicks Moriey Hamilton Stewart
Storie
Barristers & Solicitors
HEARINGt June 26, 1990
2
Introduction
The grievance in this case alleges that a work assignment in the
Sault Ste. Marie Jail constituted a violation of Article 18.1 of
the Collective Agreement, and' that the employer was in breach of
a Memorandum of Settlement dated January 30-February 1, 1989. A
hearing was held in Toronto and the Board was asked only to
determine whether· or not that work assignment violated the
earlier Memorandum of Settlement agreed to by the parties, or
whether that Memorandum of Settlement had been superceded by a
second agreement of the parties, and if'so, to what effect. The
employer also took the position that because of this superceding
settlement the grievance in this case was not arbitrable. Put
another way, the employer argued that given the agreement between
the parties there was no difference between them that could form
the basis of a grievance. It was, in these circumstances,
necessary to hear considerable evidence as to the background of
the case.
The Background to the Case
The Sault Ste. Marie Jail is a maximum security institution with
a population of 60-70 inmates includin~ men, women and young
offenders. In December 1988, approximately 44 grievances were
filed·by the union alleging that work assignments and scheduling
in the jail breached article 18.1 of the Collective Agreement.
The thrust of these grievances was to the effect that the
correctional officers in the jail were being required to be
3
responsible for more than one Post. The union wished to secure
clearly defined work areas and responsibilities.
A 'Post is a location in the jail comprising a cell block or a
combination of cell blocks. The union alleged that correctional
officers assigned to more than one Post could not adequately
discharge their obligation and responsibility, as set out in the
Standing Orders, for the care, control 'and custody of inmates
subject to their supervision, and that the effect of this was to
cause severe strain in the workplace and thereby breach article
18.1. Underlying the union's concern was an awareness that
breach of the jail's Standing Orders could constitute cause for
discipline, and that such discipline has been upheld by this
Board.
The 44 grievances were settled by a Memorandum of Settlement
dated January 30, 1989-February 1, 1989. The Memorandum
provided:
Without prejudice or precedent, the parties agree to
the following:
1) New staff postings as they relate to "Q" Block and
"M", "N", "O", "P" have been implemented, one officer
is assigned to "Q" Block and one officer is assigned to
"M", "N", "0", "P"~
2) Any changes in existing posts before being
implemented, will first be discussed with the. local
representatives of the O.P.S.E.U (Local 608).
3) The grievors and the Ontario Public 'Service
Employees Union agree to withdraw all grievances listed
4
on Appendix 1. This is a full and final settlement for
these noted grievances.
Familiarity with two of the Posts is~essential to understand the
grievance in this case. Post 6 is "M", "N", "O", and "P" Blocks,
while Post 8 includes "Q" Block. Post 6 is guarded by a fixed
officer, that is to say, the Officer in question remains at all
times on the Post. Post 8, however, is guarded by what is
referred to as a general duty officer. This individual is not
only responsible for guarding Post 8, but he or she also
circulates throughout the jail, escorting prisoners to meetings
with their lawyers, replacing other officers requiring breaks
etc. Although Posts 6 and 8 are not immediately adjacent, the
officers assigned t° these two Posts have desks side by side in a
corridor that separates the two Posts. Post "Q" is a maximum
security area housing up to six inmates, while there can be up to
36 inmates in "M", "N", "O" and "P". Every area occupied by
.inmates is assigned two' correctional officers, a stationary
officer and a general duty officer.
As background, it is also important to understand the procedure
that takes place at the beginning and end of each shift. The
correctional officer coming on duty and~the correctional officer
being relieved sign "Shift Change-Over Certificates." These
documents certify that the officer coming on duty has taken
charge of the Post. They also indicate that an inmate count was
taken, that security equipment inspected and its status noted,
5
and that keys and handcuffs were handed over. Both officers, the
one being relieved and the one coming on duty, sign the
certificates.
Prior to the instant grievance the officer coming on duty at Post
6 Would sign the certificate for Post 6 'only. Similarly the
6fficer~coming on duty on Post .8 would sign the certificate for
Post 8 only. Accordingly, the officer only had formal
responsibility for the Post indicated on the certificate.
However, in practice, the officer responsible may have had
informal responsibility for the other Post, in that when the
officer assigned to Post 8, the general duty officer, was off
escorting a prisoner to a meeting, the Post 6 officer would be
responsible for Cell Block "Q". We did not hear any detailed
evidence about this, but it was clear that this was the situation
for some time before the grievance was filed and that it was the
practice~right after the Memorandum of Settlement was signed.
What brought the matter to a head was a change in the
certificate-signing procedure to the effect that officers were
now required to sign Shift Change-Over Certificates for both
Posts 6 and 8, and in that way they assumed formal responsibility
for both Posts.
On February 5, 1990 the grievor, Juli L. Patterson, a
correctional officer first hired in July 1982, was assigned to
Post 6. She began work at 7:00 p.m. and was scheduled to work
6
until 7:00 a.m. the following morning. As customary, .she signed
the shift change-over certificate for Post 6. She was not,
however, asked to co-sign any other shift change-over
certificate.
Sometime after midnight on February 6th, Officer Patterson was
approached by OM15, Mr. Mark Mei. He asked her why she had not
done any rounds in "Q" Block since the corre'ctional officer
assigned to that Post had gone. Ms. Patterson testified that she
told Officer Mei that this was not her responsibility according
to the Standing Orders, and that according to those Orders she
had specific responsibilities which did not include Cell Block
"Q". Officer Mei ordered Ms. Patterson to do the rounds in "Q"
Block, which she then did. The grievor was aware of the January
30-February 1, 1989 Memorandum of Settlement, and this agreement
formed the basis for her not performing the rounds in "Q" Block
until instructed to do so. No discipline was imposed as a result
of these events.
The grievor made her dissatisfaction with this situation known,
and sometime on February 6th, Mr. Mei reported on these events to
the Superintendent of the Jail, Mr. Jude Lake. By a memorandum
dated February 6, 1990, Mr. Lake wrote:
To eliminate the above noted confusion and to hopefully
dispel staff concerns, the following will be effective ·
immediately:
7
Post 8 and Post 6 will co-sign the shift change-over
certificate for the entire area.· M, N, O, P, and Q
blocks.
As a result, one of two officers assigned to those
· areas will, as in the ·past, be required to make a
minimum of 20 minute rounds of their assigned areas.
This further means that Post 5 Post 6 will be required
to make rounds in I & J and Q Blocks respectively, in
the absence of Post 7 and 8, and as well will be
required to patrol E, F, G, H and M, N, O, P Blocks
respectively.
The standing orders will be viewed in the near future
to reflect this amendmentl
A grievance was filed that evening and it is this grievance that
was brought before the Board.
Mr. Lake gave evidence on behalf of the employer. 'He testified
that this new procedure, outlined in the Memorandum of February
6, 1990, was put into place pursuant to an agreement reached with
the union on November 14, 1989, hereinafter referred to as the
Minutes of the E.R.C. Meeting of November 14, 1989. ("E.R,C."
stands for Employees Relations Committee.) According to Mr.'
Lake, he was asked by the local union representatives to modify
the shift change-over certificate procedure so as to require co-
signing for two Posts, i.e., 6 and 8.'
The reason for this request was to facilitate the provision of
relief during a shift and to eliminate the need for prior
authorization from a superior officer. As a result of this
8
change, both officers assigned to an inmate occupied area would
assume responsibility for both Posts ahd if one wished to go away
the other would maintain that responsibility. (There is also
provision for the informal exchange of Posts during the 12-hour
shifts so as to provide some variety to the stationary officer,
but this aspect of the work assignments is not directly relevant
to the background to this case.)
According to Mr. Lake, co-signing worked to everyone's advantage
in that under the old system, when an officer required a
replacement, keys would have to be exchanged and inmates would
have to be counted. Under the new System this would not be
necessary. Efficiency aside, Mr. Lake testified that the new
system was in fact agreed upon with the union at a meeting of the
E.R.C. held on November 14, 1989.
The Minutes of.the E.R.C. meeting were introduced into evidence.
These minutes were signed by both the employer and by a
representative of the union, Mr. Ole Thomsen, who gave evidence
at the hearing on behalf of the grievor. The relevant portion of
these Minutes reads as follows:
The major item discussed at this' meeting was issues
involving the compressed work schedule agreement for
the adult correctional officers.
It was mutually agreed that when the existing schedule
is altered, the following items will be incorporated
and 'an implementation date of December 4, 1989 was
mutually agreed to.
2) Shift change-over certificates'at the beginning of
the shifts will be signed by both officers, assigned as
follows: posts 5/7, 4/10, 6/8. This will 'facilitate
one of the officers being on the post at all times.
Mr. Lake testified that this issue had been raised by. the union
at previous E.R.C. meetings. He also testified that the system of
co-signing was put, informally, into effect around the first of
the year.
In his evidence, Mr. Lake did not recall whether or not, at the
E.R~C. meeting on November 14, 1989 he discussed with the union
the responsibility that correctional officers would assume when
they co-signed. He pointed out, however, that correctional
officers would, of necessity, be aware of the significance of the
shift change-over certificate. Mr. Lake also noted that even
before the procedure was changed the officers assigned to Posts 6
and 8 would be required, from time to time, to assume
responsibility for the other Post, or otherwise the inmates could
not move in the institution. This was not disputed by the union.
According to Mr. Lake, and counsel for the employer, the new
arrangement, outlined in the Memorandum of February 6, 1990,
represented a change from that agreed tO in the Memorandum of
Settlement dated January 30-February 1, 1989. After that
Memorandum of Settlement was signed, when the officer stationed
10
at Post 8 moved prisoners, the officer at Post 6 would assume
responsibility for "Q" Block, but that officer was not formally
accountable.. Mr. Lake testified that while he did not recall
whether the responsibilities of the Post 6 officer for "Q" Block
were discussed prior to reaching the January 30-February 1
Memorandum of Settlement, he never agreed prior to signing that
Memorandum of Settlement that the officer at Post 6 would not
have to assume responsibilities in "Q" Block because to have done
so would have been to leave inmates in "Q" Block unsupervised and
unattended while the Post 8 officer was otherwise engaged.
in brief, the only change that has taken place by the Minutes of
the E.R.c. Meeting and the Memorandum of February 6, 1990 is the
formal assumption by the Post 6 officer for Post 8, "Q" Block and
of the Post 8 officer for Post 6. It should be pointed' out,
until the Memorandum of February 6, 1990 was issued requiring the
co-signing of the certificates, no grievances relating to this
matter were filed.
In cross-examination, counsel for the union questioned Mr'. Lake
about a number of matters. Mr. Lake agreed that the Memorandum
of Settlement reflected the union's concern that there be clearly
delineated responsibilities for the officers assigned to Posts 6
and 8. Mr. Lake did not, ~owever, recall any discussion, at that
time, with the union relating to the co-signing of Shift change-
over certificates. Moreover, Mr. Lake testified that the
11
assumption of responsibility by the officer in Post 6 for "Q,'
Block while the officer assigned to Post 8 was unavailable was
'not inconsistent with the Memorandum of Settlement.
There was, however, an inconsistency between the Standing Orders
issued by the institution in November 1989 and the description
they contained of the responsibilities of the officers assigned
to Posts 6 and 8, and ~he Minutes of the E.R.C. Meeting of
November 14, 1989, as well as with Mr. Lake's Memorandum of
February 6, 1990 req~iring co-signing.
These Standing Orders do not require co-signing of the shift
change-over certificates, and they do not make mention of 'the
officer in Post 6 having any responsibility for Post 8, although
the officer in Post 8 does have limited responsibility for Post
6, namely the supervision of exercise period for the "M", "N",
"O", and "P" Blocks. When Mr. Lake was questioned about'this he
agreed that the Standing Orders reflected the January 30-February
1, 1989 Memorandum of Settlement, but did not reflect the Minutes
of the E.R.C. Meeting of November 14, 1989, because the Standing
Orders were issued prior to that meeting.
Given the fact that following the Memorandum of Settlement the
officer assigned to Post 6 would be required, from time to time,
to asSume responsibilities for Post 8, it is not necessary for us
to inquire in detail as to what the parties believed paragraph 1
12
of that Memorandum of Settlement actually entailed. In reaching
this conclusion we note that Mr. Thomsen and Ms. Patterson
acknowledged that such sharing of responsibility took place after
the Memorandum of Settlement was signed. And Mr. Lake testified
that this sharing of responsibility had taken place since 1986
when this part of the jail was built.
We also note that Mr. Thomsen testified that the issue of Post 6
officers filling, in at Post 8 was discussed as being a problem
prior to signing the Memorandum of Settlement, and that the union
thought that the Memorandum would provide it with an opportunity
to see how often this filling-in would have to take place. In
Mr. Thomsen's words, it would allow the union to monitor "the
amount of time that the officer could not be in an area that he
was responsible for." We do not give any weight to the fact that
the Standing Orders fell somewhat behind institutional practices.
What is important is to turn our attention to the Minutes of the
E.R.C. Meeting of November 14, 1989, quoted above. In cross-
examination Mr. Lake agreed that he .may have initiated the
discussions that led to the E.R.C. Meeting of November 14, 1989.
Mr. Lake also agreed with union counsel that in his discussions
with the union leading to the signing of the Minutes of the
E.R.C. Meeting there was no discussion as to whether or not those
Minutes modified in any way the January 30, 1989-February 1, 1989
Memorandum of Settlement. That is to say, the issue that had
13
initially led to 44 grievances bein~ filed, that of delineated
responsibility, was not explicitly discussed, although the issue
of co-signing certificates was obviously discussed.
Mr. Thomsen testified that the issue of the responsibility for
rounds in "Q" Block was discussed on a number of other occasions
prior to the E.R.C. meeting, suggesting that the union continued
to be well aware of this Particular issue. Mr. Thomsen also said
that the employer agreed to resolve the union's concerns in the
new set of Standing Orders, but as we already noted, they were
issued prior to the E.R.C. meeting.
Moreover, in his evidence, Mr. Thomsen, who signed both the
Memorandum of Settlement as well as the Minutes of the E.R.C.
Meeting, testified that in. agreeing to paragraph 2 of the Minutes
of the E.R.C. Meeting the union was only agreeing to a proposed
procedural change to respond to the efficiency concern raised by
Mr. Lake, namely the time being lost as a result of having to
sign mid-shift change-over certificates.
In Mr. Thomsen's view, the Minutes of the E.R.C. did' not change
in any way the earlier Memorandum of Settlement. Rather, he was
of the opinion that the new requirement for co-signing two shift
change-over certificates was limited to improving efficiency and
providing for the continuity of keys. For his part, Mr. Lake
testified that at no time did anyone suggest that an officer who
14
co-signed a shift change-over certificate would not be fully
responsible for the Post indicated on that certificate.
'With regard to the sentence in the Minutes' of the E.R.C. reading:
"This will facilitate one of the officers being on the post at
all times", Mr. Thomsen testified that this sentence was limited
in its application to Posts. 4/10 where the shift arrangements
were different 'than elsewhere in the institution. Mr. ~Thomsen
did, however, confirm that at the E.R.C. Meeting and later on
when he signed the Minutes of that meeting on behalf of the
union, that he was agreeing to co-signing of the shift change-
over certificates.
Argument
As Mr. Whitaker pointed out in his final argument, the issue
before the Board is to determine whether or not there has been an
~greement between the parties, whether or not that agreement has
been modified by some subsequent agreement, and if so to what
effect, union counsel asked us to find that the Memorandum of
Settlement remained in effect, and to order the employer to
comply with that Memorandum. In support of his argument, Mr.
Whitaker pointed out the inconsistency between employer practices
and the Standing Orders which make no reference to co-signing and
only limited mention of formal responsibility for more than one
Post.
15
.Mr. Whitaker also drew our attention to paragraph 2 of the
Memorandum of Settlement and he argued that this requirement, to
discuss any changes to existing posts with representatives of the
union, had not. been complied with. In. support of this argument
he pointed out that the evidence of both the employer and union
witnesses was to the effect that the agreement reflected in the
Minutes of the E.R.C. was.reached without any discussion of how
those minutes might affect the Memorandum of Settlement. He
argued that the change was employer-driven, and it was directed
at improving efficiency. Moreover, Mr. Whitaker urged us to find
that the language in the Minutes of the E.R.C. was ambiguous, in
counsel's view, the union, which had earlier filed more than
forty grievances relating to the delineation of Post
responsibilities, only agreed to the change to a limited extent,
as indicated by Mr. Thomsen in his evidence.
Finally, Mr. Whitaker argued that even if the Board found that
Minutes of the E.R.C. Meeting were not ambiguous, that those
Minutes should be construed as 'a trojan horse; one based on bad
faith collective bargaining in that the employer, in attempting
to change the terms of the Memorandum of Settlement, was not
forthright in bringing that objective directly to the attention
of the union, but instead made that change through seeking
agreement to what the union thought was only a procedural
modification to improve efficiency, and perhaps economy.
For her part, Ms. McDermott argued that management acted in
accordance with the agreement it had reached with the union and
that the issue placed before the BOard was not, therefore,
arbitrable. Employer counsel emphasized the evidence.of Mr. Lake
that neither the Memorandum of Settlement 'nor the Minutes of the
E.R.C. affected management's right to assign correctional
officers additional responsibilities. In Ms. McDermott's view,
the delineation of responsibilities in the Memorandum of
Settlement did not introduce a "freeze", and 'changes could be
made following discussions with the union. This obligation, Ms.
McDermott argued, was met by the employer in the meeting of the
E.R.C.
Ms. McDermott pointed out the conflict in the evidence as to who
exactly'initiated the changes ultimately reflected in the Minutes
of the E.R.C. In our view, however, who was first to raise the
subject in discussion is not material. Ms. McDermott further
argued that just because the employer did not directly place into
issue the fact that the co-signing of Posts would affect the
earlier Memorandum of Settlement did not suggest any hidden
purpose of management. In her words, it reflected the reality
that there is no need to state the obvious. The union was
familiar with the system, and with the .wording on the shift
change-over certificates. If the union turned.a blind eye to the
obvious that is not, counsel argued, the fault 'of management.
17
Decision
In our view this grievance must be denied. We find that the
Minutes of the E.R.C. superceded the earlier Memorandum of
Agreement. While' bringing that change more directly to the
attention of the union might have made a positive contribution to
the discussion, we are persuaded that the change reflected in the
Minutes of the E.R.C. is' so clear to have been obvious to the
union. Moreover, we do not find that the provision in question
is at all ambiguous. It clearly requires co-signing for Posts 6
and 8, and correctional officers could not but be .aware of the
implications of co-signing shift change-over certificates.
We find that the employer acted pursuant to its agreement with
the union, namely the Minutes of the E.R.C. Even if this were
not the case, by the very terms of the Memorandum of Settlement,
the employer is only required to discuss Post changes with the
union before implementing them, and we find that such a
discussion, as reflected in the .Minutes of the E.R.C., did in
fact take place. The grievance is, accordingly, dismissed.
We would, however, like to make the following observations. The
union expressed some concern as to responsibility that may accrue
as a result of co-signing these shift change-over certificates
and the assumption of responsibility for two Posts, given the
fact that a correctional officer cannot be in two places at one
time. It is easy to understand why the union would have such a
concern.
No one can be in two places at the same time, yet correctional
officers may be responsible for two or more places at the same
time. In the instant case, the officer assigned to Post 6 is in
exactly that situation; he or she is responsible for four
different Cell Blocks, and may also be responsible for Cell Block
"Q", which is separated from Cell Blocks "M", "N", "O", and "P"
by a corridor. However, we point out that Mr. Lake testified
that if a correctional officer was off doing another assignment
he could not hold that officer responsible .for something that
took place at his or her Post. For example, if the officer
assigned to Post 8 is escorting a prisoner somewhere in th~
institution, he or she could hardly be held responsible for
something which took place in "Q" or "M", "N", "O", or "P",.
absent some act of negligence, of course. As Mr. Lake said, "I
could not hold them responsible, and no one has been held
responsible for that since I took over." Similarly, the Post 6
officer will, as a result of co-signing, be responsible for Cell
Block "Q", but the extent of that responsibility will depend .on
the particular circumstances of each case. This evidence is
worth keeping in mind.
19
Dated at Ottawa this 19. th day of September 1990.
Willi%m Kaplan
Vice-Chair
~I dissent~ Dissent attached.
J. Solberg
Member
D. Clar~
Member
U~o~ Nom~e~
Eeference OP$£U (Pattermon) and
#1972/89
The dec£aiOn of She Board accurately ou~lLnee ~h4 UnL~n'e
In mY view, ~ m&kea ~he un/on'e ~am~ ~learly. and decisively. On
,~ha~ baela, Z would have allowed ~e grievance.
/