HomeMy WebLinkAbout1993-0833.Ladha.95-03-15
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~ ONTARIO EMPLOYES DE LA COURONNE
\~ CROWN EMPLOYEES DE L'ONTARIO
1111 GRIEVANCE COMMISSION DE
SETTLEMENT REGLEMENT
BOARD DES GRIEFS
180 DUtyD~S STRFFT WF.<;:1;. SUITE 2100, TORONTO .ON M5G 1 I8 TELEPHONE/TELEPHONE (416) 326-1388
~ REd~IVE" tuREAU 2100, TORONTO (ON) M'G.1Z, FACSIMILE/TELECOPIE (416) 326-1396
GSB # 833/93, 2394/93
MAR 1 6 1995 OPSEU # 93B759, 940227
PUBLIC SERVICE IN' THE MATTER OF AN ARBITRATION
APPEAL BOARDS
Under .-
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THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before '" ...
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
OPSEU (Ladha)
Grievor
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The Crown in Right of ontario
(Ministry of Revenue)
Employer
BEFORE N. Dissanayake Vice-Chairperson
FOR THE R. Anand
GRIEVOR Counsel
Scott & Aylen
Barristers & Solicitors
FOR THE O. strang
EMPLOYER Counsel
Legal Services Branch
Management Board Secretariat
HEARING March 9, 1995
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DECIS'lON
The Board was seized with two grievances f,iled by -
Mr. Mark' Ladha, who: is employed- 'as a Field Auditor -in the r'
corporate Tax Dept. of the Ministry of Revenue. At the
commencement of the hearing, counsel for the employer took,the
position that one of the grievances, File 2394/93, was not
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properly before the Board because it has been settled and/or,
rendered moot. The sta-tement of grievance reads: ".
".
I grieve the fact that I have been improperly
evaluated on EPA Form B for the period April 28,
1992, to May 26, 1993.. I further grieve that .1 was
not permitted reasonable time (only permitted
balance of day of r.eceipt) to responc;l to the
evaluation handed to me on the morning of December
- 8, 1993 by my previous supervisor, Martin Kenney'.
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The settlement desired is:
The said EPA form B be removed from my
personnel records and all other existing files
where ever kept.
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The employer takes the position that this grievance is
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settled and/or moot because at stage 2 of the grievance
procedure the employer agreed to, and in fact removed, the
appraisal in question from all files. Counsel filed a letter
dated February 21, 1994 from Mr. J.T. Marley, Director of the
Special Investigations Branch to the grievor wherein he
reviews the substance of the written grievance and states". .
it is my decision that this grievance is allowed at stage 2
and the EPA for the period stated above has been removed from
your corporate file and all other existing files as requested
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in your grievance." Counsel submits that in these
circumstances, there was no longer ,any dispute to be
arbitrated, because ,the impugned appraisal is no lOl)ger in
existence. Reliance was placed on Re Maghsol:ldi, 392/82
(Bra.ndt) ,Re Humeniuk/Meyer, 449/89 (Kirkwood) and Re,Grant, I
3097/90 (Emrich). I
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Counsel for the union takes a ~ery different view. He ;0
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submits that the difference between the parties no~ the remedy
sought has been fully resolved. He points out that the crux
of the written grievance is an allegation that the grievor has
been appraised contrary to the governing principles and
standards. That, he submits, is the dispute between the
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parties. In his view, this dispute remains unresolved because
the employer has not. admitted that the grievor was app~aised
contrary to the governing principles and standards. Counsel
points out in addition that during the grievance procedure,
the union made the additional allegation that the improper
appraisal formed part of an ongoing pattern of harassment and
discrimination of thegrievor by his then supervisor Mr.
Martin Kenney. Counsel submits that this allegation is also
still unresolved.
Counsel further points out that while the only remedy
requested in the grievance form was the removal of the
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offending appraisal, at stage two of the grievance procedure
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the redress sought was amended to include' a cteclar~~ion of
violation, a cease and_ qesist order, and/an apology.; Counsels
submits that since these ~emedies have not been gra~teQ by the
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employer, they are also issues still in dispute between the,
parties.
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To summarize the union's;, position, counsel submits that ~
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this grievance is ,not ,reso~ ved or moot (q) because the
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difference between the parties, l)amelywheth,er the grievorwas
appraised contrary to the govern~~g principles, and standards,
is still unresolved and (b) bec~use only o~~ aspect of the
remedy requested, namely the remqval of the appraisal, has
been agreed to by the employer.. Couns~l subAlits that the
employer was not entitled to. unilaterally "settle" the
grievance, when .all the issues in di_spute have not been
resolved. Counsel relied on Re KUbiak, 1854/91 (Kirkwood), Re
Pelletier, 70/82 (Prichard), Re Int'l Nickel Co. of Canada,
(1972) 24 L.,A.C. 51 (Weiler), Re Smith/Booth, 3809/92 (vepity)
and Re Storey, 1250j.89 (wilson). -.
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The common theme- in the decisions relied upon by the
union- is that, for the Board, to ,decline jurisdictio~on the
basis that a grievance is settled or moqt, a settlement must
have been reached on all of the issues ~n dispute between the
parties. The Humeniuk/Meyer decision (supra) cited by the
employer counsel is ,also consistent with that line ~f cases
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Thus in Re Kubiak (supra) at p 8, arbitrator Kirkwood (who
also authored the 'Humeniuk 4ecision) states clearly that she
saw Humeniuk as a case where settlement was, reac~ed on all
issues.
That leaves the Maahsoudi and Grant decisions (su\,ra)
which appear to be inconsistent with the other line of
decisions re'l ied upon by the- union. In Re 'Maahsoudi the
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grievance alleged~ that "the appraisal made on my performance
in 1980 and ~981 are- both inappropriate and 'prejudiced, and
are designed for intimidation purposes, and to justify
managemen:t:'s, more specifically Mr. Smith's, discriminatory
behaviour towards me." By way of remedy, the grievorsought
the removal of the two appraisals from his file and that the
use' of ,the two appraisals '!as a means to clear personal
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accounts should be haited". Subsequently, the employer wrote .
to the grievor info~ing him that the two appraisals have.been
removed from his file. At the hearing before the Grievance
Settlement Board the employer \lndertook th~t the two
appraisals "would not be relied on for any purpose in the
future. II In the circumstances the Boardobserv:ed at p. 13
that lilt is difficult to understand exactly what more relief
the grievor wants in respect of this particular matter"~ The
Board went on to conclude:
with respect, we do ,not accept the proposition
th~t this Board can be turned into a forum for the
expression of frustration -over alleged
discrimination and harassment as an "adjunct" t,o a
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grievance which has to all 'intents and purposes
been settled T~e grievor has achieved the
objective of having the performance appraisals
withdrawn from his file. He has also received' an
undertaking given under oath that the Ministry will
not use them in the future. We do not believe that
the grievor shoUld' be "':permitted to refuse that
offer of settlement, an offer which qives him .
precisely what he seeks, in order to permit 'hi~ to
use the Board as a torum for complaints concerning
discrimination and harassment
( emphaslsadded)
It is apparent there that the Board was satisfied that
the grievor had received the exact relief that he had sought.
What remained in issue was the dispute as to whether the
appraisals in question were motivated by management's desire
to harass and discriminate against the grievor. The Board
concluded that that issue was "adjunct to a grievance which
has for all intents and purposes been settled. II TheBoard"s
reasoning for this conclusion was that the grievor was not
entitled '''to use the Board as a forum for complaints
concerning discrimination and harassment".
The latter reasoning may have been valid at the time
because that case pre-dated 'the introduction of article A.l
into the collective agreement. However, it is no longer true
to say that the Board is not a proper forum for complaints
concerning discrimination and harassment because Article A.l
clearly entitles an employee to refer to the Board complaints
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of discrimination and harassme~t on the basis of any of the
prohibited groungs set out in the provisiop.
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The grievor here claims that through the appraisals in
question, he was ,subjected to discrimination and harassment on
the basis of his race contrary to article A.l. As noted,
union counsel ~tated that the employer was put on notice of
this allegation during the grievance procedure, thereby
amending the scope and nature of the grievance.
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I agree with union counsel that in this case, unlike in
Maahsoudi, issues which are properly within the Board's
jurisdiction still remain outstanding. The issue of whether
tbe two appraisals were (a) contrary to the governing
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principles and standards (s~e section ~8(2) (b) of the Crown
Employees collective Bargaining Act) is still outstanding. So
is the- issue of whether the grievor wa~ subjected to
discrimination and harassment contrary to ar~icl~ A.l, if in
fact the grievance had been properly amended to include that
issue. Similarly, if the r~lief sought was amended as the
union claims to include a declarat~on, a cease a,nd desist
order and an apology, the ~employer h~s not offered these
remedies to the grievor. ThUS unlike in Maahsoudi, this
grievor h~s not received the exact relief he soqght.
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In the circumstances of this case, it is not possible to
conclude that all of the issues in dispute have been settled..
or rendered moot. Therefore, it must be determined whether it
is nevertheless open to the Board to decline jurisdiction.
Counsel for the employer urged the Board to follow the
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decision in Re Grant (supra). In that case, upon her return
from sick leave, the grievor was placed under certain
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restrictions as to the type of work she could perform and the
nature of her supervision was subjected to certain conditions.
In her grievance, the grievor 'alleged that the conduct
amounted to intimidation, harassment and discrimination on the
basis of handicap . . (,. . of article A.1. Her major
~n v~olat~on
concern was that in her position as psychometrist, she was
denied the opportunity of working with direct client contact,
despite the fact that her doctors had certified that she was
fit to return to full duties.
The evidence indicated that when the grievor returned to
work on January 7, 1991, the management position of Chief
Psychologist, was being filled on an acting basis by a
bargaining unit member, Dr. Ian Shields. It was Dr. Shields
who imposed the restrictions and conditions, which caused the
grievor to file the grievance on January 25, 1991- On
February 6, 1991, Dr~ Larry Gauzes took over as the permanent
Chief Psychologist He met with the grievor to discuss her
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concerns and this led to the grievor being allowed to return
to full duties by the third week of :February. .The union
nevertheless proceeded with the grievance and at the
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arbitration sought a declaration that from early January to
mid-February 1991 article A.l had been breached In addition,
there was a request that a written apology be placed on the
grievor's file.
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At arbitration, the employer took the position that the
employer's conduct was re~sonable and justified and deni,ed any
wrong,-doing,o However, through counsel, management exp~essed
regret over any upset cause4 to the ~rievor ~y its actions
during Dr! Shields' tenure as ~cting Chief Psyqholoqist.
While contesting the me~its of the grievance, ~owever., the
employer also took the position that since t~e restrictions
and conditions imposed oIJ. the grievor we,re lifted within tij,ree
weeks of the filing of the grievance, there was no issue
outstanding which had not been rendered moot.
The Board at p. 7-8 concluded as follows:
On review of the evidence ~nd in light of the
relief claimed in the grievance, the Board
concluded that the ~ssues raised were moot. Given
that the Employer has expressed its regret over
upset, caused to the grievor and given that the
jurisprudence of the Board is described both by the, ,-
union and the Employer's counsel as not favourable
to the issue of an apology as a remedy, the Board
concluded that management t s expression of regret
could well be more than the Board might be able to
order, even if the merits of the grievance on the
matter of the declaration were upheld. More
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germane, is that the -grievor has been working free
of any objectionable restrictions or conditions for
nine months at the time of the hearing At most,.j
if a declaration were to issue, it could only
pertain to a very short time frame from -early
January until mid-February when the grievor was
allowed to resume the full range of her duties.
However, there would have to be an enquiry into the
nature and extent of' - the grievor's illness, how,
that i11nesE? impacts l.lpon the duties of the
grievor's position, what information the Employer
sought or is entitled to seek in respect to the
effect of the grievor's -illness upon-her job, and ,~
how that ill~ess should be accommodated reasonably
at the workplace ,
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The Board went on to observe that if the merits of the
grievance were to be determined, a number' of factual and legal
issues would have to be dealt with. At p. 11 the Board
concluded:
There are certainly complex and important
issues involved if the merits of the parties'
arguments were canvassed. However, we must weigh
the benefit of a decision on the points of law in a
context which h'as rendered the matter of more .
aqademic interest than practical significance,
against the real co'sts of five days of hearing
scheduled for ~his case. The Board concluded that
the costs outweighed the benefit as the matter is.
essentially moot. The gr ievor ha,s been working
without objectionable constraints since mid-
February, whiph is less than a month from the
filing of her grievance If 'we were to undertake a
full investigation of the merits of this case, the
harmony of her working relationship, which was at
the heart of the remedies sought in her grievance,
could well be disrupted through the unearthing of
past events The issues raised in this case are
certainly important, but should be fully canvassed
in different circumstances when the relief sought
has not been provided already
For the reasons given, the Board declines to
exercise its jurisdiction to hear the merits of the
grievance on the ground that the matter is moot.
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I observe that some of the concerns expressed by the
Board in Re Grant have no application in this case The union
has indicated that even ~f this grievance is held to be
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settled or moot, it would be leading evidence relating to the
circumstances surrounding this appraisal in order to support
the other grievanqe, file no. 0833/93, to demonstrate that the
grievor was subjected to a pattern of discriminatory conduct.
[Re Leclaire, 2962/90, (Dissanayake)J.. Therefore any cost
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saving resulting from a refusal by the Board to hear this
grievance may not ,be very significant. Besides, u~like in Re
Grant, in the cou~se of' hearing, the other grievance the past
events r~lating ~o the appraisal in question are going to be
unearthed anyway. Therefore that is not a significant
consideration in this case,.
While I have disti~guished the practical considerations
in this case, it is my view that the Grant deci.sion is
inconsistent with the line ,of Grievance settlement Board cases
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reviewed earlier in this award which hold that for a ~rievance
to be settled or moot, all of the issues ih qispute must have I
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been settled. It appears th~t those decisions were not I
brought to the attention of the panel, in Re Grant, since it
does not refer to any prev~ous Grievance Settlement Board
decision.
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I prefer the approach in the line of cases whichs~pports
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the proposition that a grievance is not settled or moot unless I
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all issues have been resolved Employer counsel commended-to
me the Re Grant approach of engaging in a c9st/benefit
analysis. I agree that.it is a practical 'approach~which has
much appeal in these times of economic restraint. However, it
is my view that in exe~cising its manda~e under the ~ct, the
Board does not, hav~ that flexibility and discretion ~o use a
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cost/benefit analysis to, decline jurisdiction over ma,tters
which are clearly within its statutory authority. The gr ievor
here has exercised his statutory right und~~ section 18(2) of
the Act to grieve that he was appraised cont~ary to governing
principles and standards and he has sought -a number of
remedies. The only issue resolved is that the employer has
agreed to remove the two appraisals-in question. It has not
conceded that the appraisals, were in any way improper. Nor
has it agreed to any of the other remedies requested. And the
union is not prepared to give up on those. Since those issues
are still in dispute and since they are properly within the
Board's jurisdiction, it is my view that the Board is bound to
exercise its jurisdiction
This is not to say that I am unmindful or uncaring about
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the costs and the efficiencies involved in hearings before the
Board. However, that is a responsibility the parties must
bear. It is up to the parties to reasonably consider whether
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the issues still ,outstanding are serious and important enough
to justify litigation arid the resulting costs in money and
time. At the hearing union counsel indicated that if' the
employer was prepared to admit that the appraisals in quel?tion
were contrary to the governing principles ahd standards, and
to Undertake not to repeat that violation, the grievance could
be considered settled. In response, employer counsel clearly
indicated that the employer was not willing to make any suc~
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concession. What this demonstrates is that both parti,es
consider the outstanding., issues to be important ~nough and
neither side is prepared to back-off. As long as that
situation prevails the grievance is still outstanding ang the
Board must exercise its jurisdiction.
For those reasons, the employer ..s motion for a rUling
that the grievance is moot or settled is denied. -
Dated this 15th day of March, 1995 at Hamilton, Ontario
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Nimal V. Dissanayake
Vice-Chairperson
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