HomeMy WebLinkAbout2010-2210.Union.16-11-01 Decision
Crown Employees
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Commission de
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GSB#2010-2210
Union#G-61-08
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
Amalgamated Transit Union - Local 1587
(Union) Union
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The Crown in Right of Ontario
(Metrolinx) Employer
BEFORE Nimal Dissanayake Vice-Chair
FOR THE UNION Ian Fellows
Ursel Phillips Fellows Hopkinson LLP
Counsel
Kassia Bonisteel
Ursel Phillips Fellows Hopkinson LLP
Counsel
FOR THE EMPLOYER Glenn Christie
Hicks Morley Hamilton Stewart Storie LLP
Counsel
HEARING October 28, 2016
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Decision
[1] On August 12, 2014 the Board issued its decision in relation to the instant policy
grievance dated June 16, 2008. On July 27, 2015 the Divisional Court released
its decision on an application for judicial review filed by the employer.
[2] The issues raised by the grievance and the Board’s determination of those
issues were summarized in a subsequent decision dated October 14, 2016 as
follows at paragraphs 2-5:
[2] The grievance raised the issue of whether or not seven
positions were included within the bargaining unit
represented by the union. The union took the position that it
had bargaining rights with respect to an “all employee” unit
under the recognition clause of the collective agreement. It
submitted in the alternative that if the Board finds the
language in the recognition clause to be ambiguous,
evidence relating to negotiating history and past practice
would support its position. It further argued that the
employer was estopped for asserting that the bargaining unit
was not an “all employee” unit. The employer disagreed.
[3] The second dispute relating to the scope of the bargaining
unit was about whether or not office and technical
employees were excluded from the bargaining unit. The
employer asserted that they were excluded. The union took
the position that the language excluding “office and technical
staff” was inserted in the collective agreement by mistake,
and urged to Board to exercise its power to rectify. In the
alternative, the union asserted that the employer was
estopped from claiming an exclusion of office and technical
employees.
[4] For purposes of this decision, it is sufficient to note that the
Board held that the union was not entitled to an all employee
bargaining unit. The union’s arguments based on negotiating
history and past practice, as well as its estoppel argument
were rejected. The Board concluded that the “all employee”
language in the recognition clause was qualified by the
words “as specified in Schedule A1 and A2, or as developed
through the application of Article 9”.
[5] On the second issue in dispute, the Board upheld the union’s
position. It held that the language in the recognition clause
excluding “office and technical staff” was included as a result
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of a mistake on the part of the employer who prepared the
language to be signed off, and that such an exclusion was
not consistent with the agreement reached during
bargaining. The Board applied the equitable doctrine of
rectification to delete that exclusionary language from the
recognition clause.
[3] It suffices to note that the foregoing findings by the Board were unaffected by the
judgement of the Divisional Court. That left still outstanding, the disagreement
between the parties as to whether the seven positions in question were included in
or excluded from the bargaining unit in light of the language of the recognition
clause as rectified by the Board.
[4] What transpired when the Board reconvened on October 6, 2015 is set out in the
Board’s decision dated October 14, 2016 at paragraphs 8-10 as follows:
[8] With that background, I turn to the issue presently before the
Board. Following the court decision, the issue of the
inclusion/exclusion of the seven positions identified by the
parties to be in dispute was still to be determined. When the
Board convened, the union sought to argue that in light of
the recognition clause as rectified, all office and technical
positions were in the bargaining unit, whether or not they
meet the requirement in the recognition clause, “as specified
in Schedule A1 and Schedule A2, or as developed through
the application of Article 9,” and that the employer is in any
event estopped from asserting a contrary position.
[9] The employer took the position that the union is not entitled
to advance that argument. Counsel contended that the issue
had been already decided by the Board in its decision, and
the Board’s interpretation in that regard had been upheld by
the court. It took the position that the issue of the
interpretation of the scope of the bargaining unit had been
determined and the only remaining issue was whether seven
specific positions were in or out of the bargaining unit in light
of the rectified language. The Board was functus and had
no jurisdiction to hear more evidence and submissions on
the issue of the scope of the bargaining unit. Counsel also
submitted that the issue the union seeks to argue is
precluded by the doctrine of res judicata, and would amount
to an abuse of process. (For ease of reference all of the
arguments by the employer are hereinafter referred to as
“the functus motion”).
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[10] Once the foregoing dispute was joined, the employer moved
that the Board hear and determine its motion as a
preliminary matter, before dealing with the merits of the
grievance relating to the inclusion/exclusion of the seven
specific positions. The union urged the Board to deal with
the functus motion as well as the merits, and rule on all
issues at the conclusion of the hearing. This decision deals
solely with the issue of whether or not those two matters
should be heard together as proposed by the union, or
bifurcated as proposed by the employer.
[5] Following a review of the arbitral jurisprudence, the Board concluded that
bifurcation is appropriate where (a) the issues relating to the preliminary objection
are clearly separate and distinct from the merits of the grievance; (b) a decision on
the objection would be dispositive of the entire grievance; and (c) such a
disposition would save significant amounts of time and resources that would
otherwise be necessary to hear the matter on the merits.
[6] The Board concluded that while criterion (a) is met in the instant proceeding,
criteria (b) and (c) did not support bifurcation. In concluding that bifurcation of the
instant proceeding was not appropriate, at para. 20 the Board wrote:
[20] The foregoing submissions by the employer does nothing
more than further support and reinforce the undisputed fact
that the employer’s functus motion is separate and distinct
from the merits of the grievance. Therefore, it is possible to
hear and determine the motion in a preliminary way without
the risk of having to hear the same evidence twice.
However, that by itself is not sufficient reason to bifurcate
proceedings. The case law contemplates not only that the
matters are severable and amenable to bifurcation without
risk of duplication of evidence. There has to be some benefit
resulting from bifurcation. The jurisprudence contemplates
that bifurcation results in saving of time and/or resources. It
further envisages that bifurcation of the matter has the
potential of disposing of the whole grievance. This
requirement is also related to efficiency, because where the
grievance is disposed of in its totality, there would be
significant saving of time and resources. This would have
been the case, for example, if the disposition of the functus
motion had the potential of disposing of the merits of the
grievance relating to the seven positions. It is agreed,
however, that the merits of the grievance would have to be
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heard and determined regardless of the outcome of the
functus motion. The case law does not support a proposition
that bifurcation is appropriate merely because it can be done
conveniently.
[7] Following the Board decision denying the employer’s motion for bifurcation,
hearings were scheduled for October 28, 2016, and January 24, 25 and 26 of 2017
to deal with the merits of the grievance as to whether the seven positions in
dispute were in or out of the bargaining unit. When the Board convened on
October 28, 2016, union counsel advised that certain issues had arisen between
the parties that needed to be addressed. He stated that following the Board’s
decision the parties had agreed to time lines for particulars and production, but
those time lines had not been met by the employer. The Board was not asked to
intervene in that regard, but was advised that the employer had agreed to continue
its efforts to provide particulars and production in advance of the next scheduled
hearing date of January 24, 2017. It was agreed that in the circumstances the
hearing on the merits could not commence until the next hearing date.
[8] The other issue had to do with a further request for bifurcation the employer
intended to make. The Board proceeded to receive submissions on the employer’s
request. Employer counsel pointed out that since the Board issued its decision
dated October 14, 2016, refusing to bifurcate, circumstances had materially
changed in two ways, and that in light of those changed circumstances, all of the
preconditions for bifurcation are met, and bifurcation would therefore be
appropriate now.
[9] The first changed circumstance relied on by the employer is based on particulars
provided by union counsel on April 29, 2016. In essence, in those particulars the
union advises that to its knowledge five of the seven classifications in dispute do
not perform duties which are the same, or analogous to, duties performed by
bargaining unit classifications. Employer counsel pointed out that given that
position of the union, the union’s claim with regard to those five positions would be
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based only on its argument that they are OFPT positions, and are therefore
included in the bargaining unit under the recognition clause as rectified.
[10] Employer counsel submitted that given that position now taken by the union, if the
employer’s submission that the union should not be allowed to take that position is
upheld, that would fully dispose the grievance as it relates to those five positions.
That would leave for determination only whether the two remaining positions of
Project Officer and Customer Care Coordinator are included in the bargaining unit
on the basis that they perform the same or analogous duties to those performed by
positions in the bargaining unit. Employer counsel submitted that in these
circumstances all three conditions set out by the Board would be substantially met.
A decision upholding the employer`s legal position would dispose five out of seven
positions subject to the grievance, and there would be significant savings of time
and resources.
[11] The second changed circumstance relied on by the employer has to do with two
policy grievances filed by the union (GSB File no: 2015-1990 and 2015-1991),
which are scheduled to be heard by a differently constituted panel of the Board on
January 23, 2017, the day before the instant proceeding is scheduled to continue.
Employer counsel argued that in those grievances the union is seeking assert that
it represents an all OFPT employee bargaining unit and argue estoppel based on
extrinsic evidence. Counsel submitted that the claim for an “all OFPT employee”
unit is the same as a claim for “an all employee” bargaining unit. The Board in the
instant proceeding had heard and rejected those same arguments and the
Divisional Court had upheld that. The union now was attempting to relitigate the
same issues before a differently constituted Board, by filing new policy grievances.
Counsel submitted that if the Board hears and determines its legal arguments in a
preliminary way, it would assist the Board hearing the two new grievances, and it
would promote the Board’s institutional interest of giving finality to its decisions, by
not permitting parties to relitigate decided issues.
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[12] Union counsel submitted that the employer’s attempt once again to have the
proceeding bifurcated should be denied. The reasoning which caused the Board
to refuse bifurcation the first time continues to be valid. He pointed out that
following the Board’s decision a process was agreed to have all of the issues in the
grievance determined as expeditiously as possible. Four hearing days were
scheduled for that purpose. The hearing could not proceed on the first of those
days because the employer had not met the agreed to time lines for particulars and
production. Now the employer was attempting to slow down the process further by
using the remaining scheduled hearing dates for a second bifurcation motion,
instead of proceeding to deal with the merits of the grievance and the employer’s
legal objections together, as contemplated in the Board decision.
[13] Counsel argued that the employer’s position is premised on an assumption that the
Board’s finding that the union did not represent an “all employee” bargaining unit is
the same as a finding that it did not represent an “all OFPT employee” bargaining
unit. The union would be taking the position that the two are not the same.
Counsel further argued that, in any event, the Board’s denial of representation
rights for an “all employee” unit, does not represent the Board’s interpretation of
the recognition clause after it was rectified by the deletion of the “office and
technical staff” exclusion language. The Board is yet to interpret the rectified
recognition clause, and the union is entitled to make submissions in that regard.
[14] Union counsel pointed out that the employer has in any event conceded that its
proposed preliminary issue would not fully dispose of the instant policy grievance
even if it is decided in the employer’s favour. The dispute will remain as it relates
to two positions, and substantial evidence would have to be heard on the duties
and responsibilities of those two positions as compared to duties of bargaining unit
positions.
[15] Counsel pointed out that the union received notice of the employer’s intention to
advance a second motion for bifurcation the day before the hearing scheduled for
October 28, 2016. At the hearing the employer proposed that its legal submissions
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be bifurcated and heard on the next hearing date scheduled for January 24, 2017.
That would mean that the merits of the grievance would not be completed within
the scheduled dates, and those dates would be wasted. The appropriate process
is to reaffirm the Board’s earlier decision not to bifurcate because criteria (b) and
(c) continue to be not met, and proceed in accordance with the decision the Board
has already made.
[16] Union counsel submitted that the scheduled hearing of the two new policy
grievances before another panel of the Board on January 23, 2017, should not
cause the Board to abandon the course it set up to have the instant grievance fully
decided once and for all, by using the remaining scheduled hearing dates for that
purpose. In the two new policy grievances, both the union and the employer are
represented by different legal counsel. It would be up to that Board to consider the
submissions of the respective counsel and decide whether or not to entertain the
grievances, given the prior decisions in the instant proceeding. That should have
no bearing on the decision made in the instant matter.
[17] In reply, employer counsel submitted that all of the remaining hearing dates
(January 24, 25 and 26 of 2017) would not be lost if the Board agrees to bifurcate.
It was his view that the preliminary issue could be argued on January 24th and the
Board could reserve its decision. The Board could then proceed on the two
remaining dates to receive evidence and submissions with regard to the positions
of Project Officer and Customer Care Coordinator.
DECISION
[18] I am of the view that the filing of two new policy grievances and the hearing
scheduled for January 23, 2017 are completely irrelevant in the determination of
the present request for bifurcation. At this point all the employer can point to are
the particulars filed by union counsel in that proceeding. Based solely on
particulars filed at this stage it is not possible to determine what the legal issues
would ultimately arise in that proceeding or what the legal submissions would be.
It is not appropriate to speculate on that. This is particularly so because neither
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counsel before me is counsel in that matter. In any event, it is not the role of one
panel of this Board to fashion its decision so as to “assist” another panel of the
Board, seized with different grievances. It would be up to that panel to make its
own determinations based on evidence (if any) and submissions advanced in that
proceeding, and to consider the significance of decisions made in the instant
proceeding, to the extent it deems fit to do so.
[19] In any event, when that Board convenes on January 23, 2017, it would not have
any decision from me on the employer’s legal position. If the requested bifurcation
is ordered, the submissions on the employer’s legal position would at best be
completed on January 24, 2017. Then it will be some time before a decision is
issued. That decision could possibly “assist” the other panel only if that Board
delays that proceeding also, by adjourning it pending the issuance of this Board’s
decision. While the course of that proceeding may be determined by agreement of
the parties, or by Board order, it is not appropriate for me to make decisions that
would affect that process in anticipation of what may or may not happen in that
proceeding. In all of the circumstances I attach no significance to that proceeding
in my determination of the present request for bifurcation.
[20] The employer’s legal argument which it presently seeks to bifurcate and have
determined as a preliminary matter is the same as that described in paragraph 9 of
the decision dated October 14, 2016 reproduced at paragraph 4 (supra). The
Board considered the submissions of the parties and concluded that bifurcation of
that legal issue was inappropriate. The present request is, therefore, in effect a
request for reconsideration of the Board’s decision on the grounds that
circumstances have changed based on the particulars filed by the union. That
“changed circumstance” was communicated by the union to the employer on April
29, 2016, and the union was notified on the eve of the October 28th hearing, of the
employer’s intention to seek bifurcation again.
[21] Having considered the respective submissions of the parties, I decline to exercise
the Board’s discretion to bifurcate the proceeding. Foremost in my mind in so
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declining the request is the concern about the impact of such a precedent on the
Board’s processes. It is fair to say that there are many proceedings before this
Board which continue over prolonged periods, sometimes extending over several
years. The present proceeding which commenced in 2014 is one such example. It
is also not uncommon that as the hearing proceeds, procedural, evidentiary or
other preliminary decisions are made along the way. In workplaces there could be
changes occurring on a regular basis in relation to duties and responsibilities, work
methods, work schedules, employer policies and procedures etc. In my opinion, it
would seriously impede the efficiency and efficacy of the Board’s proceedings if it
is open to a party to bring the proceedings to a halt in midstream, to argue that the
Board should reconsider a decision it had already made earlier in the proceeding,
on the grounds that there had been some subsequent change that should cause
the Board to reverse its decision. In a worst case scenario, during the course of a
hearing there could be multiple claims of changed circumstances and requests for
reconsideration by one or both parties.
[22] Apart from the foregoing policy concern, I am not satisfied that the criteria (b) and
(c) are substantially met even on the basis of the changed circumstance in relation
to five of the seven positions. While the volume of evidence required would likely
be substantially reduced as a result of the union’s position on the five positions, the
fact remains that even a decision favorable to the employer on its legal position
would not be “dispositive of the entire grievance (that is, would eliminate the need
for a hearing on the merits)” as contemplated in criterion (b). It is beyond dispute
that the entire grievance would not be disposed of. The merits of the grievance
would have to be heard with respect to two positions claimed by the union.
Criterion (c) is also not met. It contemplates that “such a disposition”, that is a
disposition of the entire grievance, would save significant amounts of time and
resources. That criterion is also not fully satisfied in this case, since any savings of
time and resources do not result from a disposition of the entire grievance. I also
note that apart from the possible savings of time and resources, the employer has
not suggested that the decision not to bifurcate would prejudice it in any other way.
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[23] For all of the foregoing reasons, the employer’s request for bifurcation of the
instant proceeding is denied. The Board remains seized, and the hearing will
proceed as scheduled.
Dated at Toronto, Ontario this 1st day of November 2016.
Nimal Dissanayake, Vice Chair