HomeMy WebLinkAbout1995-1095ROY96_10_23
ONTARIO EMPLOYES DE LA COURONNE
CROWN EMPLOYEES DE L'ONTARIO
1111 GRIEVANCE COMMISSION DE
"
SETTLEMENT REGLEMENT
BOARD DES GRIEFS
180 DUNDAS STREET WEST, SUITE 2100, TORONTO ON M5G 1Z8 TELEPHONErrELEPHONE (416) 326-1388
180, RUE DUNDAS OUEST, BUREAU 2100, TORONTO (ON) M5G 1Z8 FACS/MILEfTELECOPIE (416) 326-1396
GSB # 1095/95, 1096/95, 1097/95, 1098/95, 1099/95, 1100/95,
1101/95, 1102/95, 1103/95, 1104/95
OPSEU # 95F075, 95F076, 95F077, 95F078, 95F079, 95F080, 95F08l,
95F082, 95F083, 95F084
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
OPSEU (Roy)
Grievor
- and -
The Crown in Right of ontario
(Ministry of the Solicitor General &
Correctional services)
Employer
BEFORE M. Gorsky Vice-Chairperson
FOR THE M. Keys
GRIEVOR Grievance Officer
ontario Public Service Employees union
FOR THE L. Marvy
EMPLOYER Counsel
Legal Services Branch
Management Board Secretariat
HEARING February 12, 1996
July 3, 4, 5, 8, 1996
3
Evidence Called on Behalf of the Employer
Evidence of Greg Kitzul
1 He has been an employee of the Minlstry since 1986, and was
a correctional officer until 1991, when he was promoted to the
position of OM14, being the then first level management position
On April 24, 1995, he occupied the position of OM16 I was given
to understand that the OM16 position is now the first level of
management
2 As part of his duties, he was responsible for the care,
custody and safety of inmates, numbering approximately 700
3 On April 24, 1995, he was assigned to work the nlght or "B"
shift, WhlCh for him was from 1700 hours to 0500 hours the next
day
4 He was responsible for the south wing living units, which
was where all adult male inmates were "housed "
t
5 The other units at the detention centre were the male young
offenders unit and the adult female unit
6 There was one supervisor assigned to the female unit, one to
the young offenders unit, and one general duty offlcer He
5
12 Shortly after the above incident, the grievor entered the
general duty OM16's office and requested an accident report form,
WhlCh Mr Marsh gave him
13 The grievor then left the OM16's office but returned shortly
thereafter with a completed accident report and two boxes of
Ministry issue shoes which shoes he intended to leave in the
office
14 Mr Kitzul asked the grievor to return the shoes to the
store's department and also asked him to submit an occurrence
report wlth respect to the incident involving the lll-fitting
Ministry issue shoes
15 Mr Kitzul asked for the occurrence report because it is
expected to furnish details with respect to the specifics of the
event "when, where, how and why "
16 The grievor then stated that he did not wish to submit an
occurrence report, adding that he would not take directions from
"this office," and that he did not feel that he had to submit
such a report
17 There was a "brlef discusslon" (of approximately 10 minutes)
after which the grievor agreed to submit an occurrence report
7
F Indicate any addltional factual
information as applicable to actual
cause of accident and recommendations
which may prevent are-occurrence
Mr Kltzul entered
employee consult (sic ) with his doctor Re
prescription shoes Supply institution wlth
note detailing cause/effect of Institution
shoes and solution in make/style of shoe to
eliminate reinjury
24 Under paragraph G of the form, "Detail any action to prevent
are-occurrence, " Mr Kitzul states, "employee allowed to wear
his own running shoes for duration of his shlft "
25 There is an entry under paragraph I of the form that this
was not a re-occurrence of a previous injury The document was
signed by Mr Kitzul on Aprll 25, 1995
26 Mr Roy left the General Duty OM16's office at approximately
0110 hours on April 25, 1995, to continue with his duties, being
the night patrol on the second floor of the south wing, using a
"MorrlS" electronic clock when performing clock "punches" on
three unlts on the second floor He was expected to perform
approximately 15 clock rounds through the course of his shift,
with each round expected to take approximately 10 minutes
9
32 When he did not receive a response, Mr Kltzul paged Mr Roy
again
33 When he did not get a response to the second call, Mr
Kitzul called the control offlce (C02 Percy Hawklns) and asked
him if he knew where the grievor was
34 Mr Hawkins said that the grievor was then in the staff
lounge Mr Kitzul asked Mr Hawkins to inform the grievor that
he should call him (Mr Kitzul) at hlS local (225 ) Mr Hawkins
informed Mr Kitzu1 after he had done so
35 After waiting for approximately five minutes, during which
tlme the grievor dld not call hlm, Mr Kltzu1 proceeded to the
staff lounge with the intention of speaking him
36 Upon entering the lounge, Mr Kitzul observed the grievor
lying on a couch
37 Mr Kitzul informed the grievor that he had been trying to
get in touch with him The grievor acknowledged that he was aware
of this but had not responded because he did not have to do so
when on hlS break It was not disputed that the grievor was then
on his break
11
43 Mr Kitzul spoke in a "normal conversational" tone of voice
,,?
at the time he first addressed the grievor upon entering the
lounge
44 When he told the grievor what he wished him to do (forthwith
complete the two occurrence reports), the grievor responded in a
hostile voice and started to "rant" at him
45 Mr Kitzul did not yell at the grievor during their
encounter in the lounge, but merely spoke to him in a way that
was "to the point and deliberate" so as to make it clear that he
wanted the occurrence reports to be completed without any further
delay
46 Mr Kitzul left the staff lounge after the above exchange
took place
47 Mr Kitzul said he earlier (at approximately 0400 hours)
radloed the grievor when he became concerned that his (Mr
Kitzul's) shift was to end at 0500 hours and the grievor had not
yet submitted the occurrence report as he had been ordered to do
I
48 Mr Kltzul stated that he did not order the grievor to
obtain a doctor's note Referring to his meeting with the grievor
in the OM16's office at approximately 0100 hours on April 25,
13
54 The grievor then said "I don't have to take this
harassment I'm stressed" And he then directed a "barrage of
comments II at Mr Kitzul Mr Kitzul then ordered hlm to come
directly to the general duty office
55 As the grievor proceeded down the hallway and approached the
door of the general duty office, Mr Kitzul again ordered him to
submit the two occurrence reports, forthwith
56 At that time, Ranjit Wijeyesekere, who had relieved Mr
Marsh as the general duty officer, and who was present during the
incident ln the hallway, became lnvolved and addressed the
grievor, ordering him into the office to complete the occurrence
reports However, the grievor was unresponsive "mad, hostile "
The grievor responded by shouting about 1I1awyers and grievances
and court, II and said "This is harassment I don't have to put up
with this You'll be talking to my lawyer You'll see me at a
grievance I know my rights " The grievor kept repeating the
"same thing" whenever "we" tried to talk to him Mr Kitzul added
that he did not address the grievor in an intemperate tone of
VOlce at any tlme durlng these exchanges
57 Mr Kitzul stated that Mr Wijeyesekere spoke to the grievor
in a normal conversational tone When the grievor was
unresponsive to the orders to complete the occurrence reports in
the general duty office, Mr Wijeyesekere told Mr Kitzul to
15
3 Later in the same shift, the grievor went to Mr Marsh's
"
office with the two boxes of Ministry issue shoes, which he
intended to leave in the office The grievor is supposed to have
sald "Here's your shoes," at the same tlme putting the two pairs
of shoes on the office desk, adding "here's your report," being
the accident report
4 Mr Kitzul then informed the grievor that he should "keep
the shoes and take them back to stores "
5 Mr Marsh was in the office at the time and was present when
the discussion concerning the grievor's obtaining a doctor's
certlficate took place
r
6 It was put to Mr Kitzul that the grievor would testify that
he (Mr Kitzul) had brought up the subject of the grievor's
obtaining a doctor's note Mr Kitzul agreed that this was the
case
7 It was put to Mr Kitzul that the grievor would testify that
it was he (Mr Kitzul) who wished the grievor to bring ln a
doctor's note Mr Kitzul disagreed
8 Mr Kitzul denied the suggestion put to him that he was
"kind of annoyed" because the grievor had brought the two boxes
of shoes into the office
17
or napping on his/her break He was then asked if dozing or
sleeping would only be a problem if it took place on duty He
disagreed with the suggestion, adding that there would be a
problem if a CO took a nap on his/her break He acknowledged,
however, that as far as he knew no CO had ever been disciplined
for "napping" on a break
14 It was put to Mr Kitzul he stood over the grievor to wake
him when he entered the staff lounge around 0400 hours on April
25, 1995, and observed the grievor lying down on a couch It was
put to him that that is what the grievor would testify to Mr
Kitzul stated that he did not recall whether this was the case
He did not believe that the grievor was sleeping at the time
15 Mr Kitzul was asked whether he was annoyed because the
grievor had failed to respond to his radio call He replied that
he was not
16 It was put to Mr Kitzul that the grievor would testlfy that
Mr Kitzul started to yell at him while he (the grievor) was
lying on a couch In the staff lounge Mr Kitzul denied that he
had done so
17 It was put to Mr Kitzul that the grievor would testify that
he (Mr Kitzul) told the grievor that he had called him several
times Mr Kitzu1 denied that that is what he said, and testified
19
22 Mr Kitzul also denied having told the grievor that he
should return to his work because his break was over
23 He also denied having told the grievor, at that time, to
"make sure" that he obtained a doctor's report
24 Mr Kitzul acknowledged that he received a radio
communication from the grievor around 0430 hours, and that he
spoke to him shortly thereafter He acknowledged that the grievor
did not sound agitated at that time
25 It was put to Mr Kitzul that the grievor would testify that
when he spoke to him around 0400 hours in the staff lounge, he
said that he did not "appreciate being yelled at " Mr Kitzul
stated that this is not what was said to him Mr Kitzu1
acknowledged that the grievor did tell him, at that time, that he
was "all stressed out " He denied that the grievor said that he
would obtain a doctor's note if that is what Mr Kitzul wanted
26 Mr Kitzul denied that he was told in the telephone
conversation shortly after 0430 hours that the grievor was going
to book off sick
27 Mr Kitzul denied that he then told the grievor that he was
"not going anywhere" until he completed the incident reports
21
32 He acknowledged that he had requested the grievor, on more
than one occasion, to enter the general duty offlce whlle he and
Mr Wijeyesekere were outside of that office
33 Mr Kitzul was asked whether Mr Wijeyesekere had, at that
time, told the grievor to "Do as you're told Go lnto the
office " Mr Kitzul dld not answer responsively and stated that
he did not recall anything the grievor said at that time
34 He stated that there was a conversation between the grievor
and Mr Wijeyesekere at that tlme, but could not recall what Mr
Wijeyesekere said
35 Mr Kitzul denied that he was then "getting annoyed with the
grievor "
36 Mr Kitzul was asked "The grievor was standing outside of
the office and refused to go into the office and you're not
annoyed?" He answered that he was not annoyed, that he was not
the person speaking at the time, and that he behaved in a
"business-like" manner It was as a result of the direction from
Mr Wijeyesekere that Mr Kitzul gave the grievor an order to go
into the office
37 It was put to Mr Kitzul that Mr Wijeyesekere had said at
the time that if the grievor did not do what Mr Kitzul ordered,
i
,
,
23
On the night of April 25, 1995, Mr Roy was not responsible for
feeding inmates A CO must remain on the second floor at all
times
41 He agreed that between 0545 and 0600 hours there are two
staff members in Unit 2A and one staff member to cover Units 2B
and 2C
42 It was put to him that the four staff who remain on the
floor after 0600 hours experience a "quiet time II He denied that
this was the case
43 He stated CO's must submit occurrence reports "prior to the
end of their shift II
43 Mr Kitzul was asked if he ordered Mr Roy to submit the two
occurrence reports before he (Mr Kitzul) left the institution -
the request being made when he spoke to Mr Roy in the lounge
Mr Kitzul stated that he could not recall if this was the case,
but he recalled that at some point he had asked the grievor to
submit the reports prior to Mr Kitzul's leaving the lnstltutlon
at the end of his shift, which is prior to the end of the
grievor's shift
44 It was put to Mr Kitzu1 that the incidents which he wished
the grievor to write up in the form of incident reports did not
25
when he stopped Mr Roy from writing up an occurrence report Mr
Kitzul stated that he had no recollection of any such event It
was put to Mr Kitzul that the incident that was being written up
followed an inmate assault on Mr Roy Mr Kitzul stated that he
did not recall the particular incident, but did recall an
incident when Mr Roy was assaulted by an inmate
50 Mr Kitzul was asked if he recalled ordering Mr Roy to
watch the yard when he (Mr Roy) was writing up an occurrence
report in June of 1996 Counsel for the employer objected to this
questlon because it related to matters occurring after the date
of the grievance The Board ruled that the question was a proper
one in the circumstances, as it related to Mr Kitzul's practice
concerning the writing up of occurrence reports, and evidence
could be called to show that the practice in June of 1996 was not
the same as it was in April of 1995 Mr Kitzul answered that he
recalled the incident, stating that he directed Mr Roy to go to
the yard, but did not order him to do so The assault referred to
involved an inmate bumping Mr Roy on the way back from the yard
51 It was put to Mr Kitzul that the result of havlng the
grievor watch the yard, in the circumstances described, meant
that the occurrence report would not be completed before the end
of Mr Kitzul's shift Mr Kitzul did not answer responsively,
but stated he did not know when or if he obtalned the report in
question
27
Roy submitted the accident report form indicating that wearing
the Ministry issue shoes had resulted in injury to his feet, he
(Mr Kitzul) suggested to the grievor that if he required
"speclal footwear" he should see his doctor and get a "note or
certificate" to that effect Mr Kitzul reiterated that he was
"just suggesting" and not "ordering" the grievor to obtain a
doctor's note or certificate, because the grievor had indicated
that the Ministry issue shoes had injured his feet
4 Mr Kitzul commented on his answer in cross-examination to
the question whether between 0600 and 0645 hours was the best
time to fill out occurrence reports He stated that it "could be
a good time" but not in this case because the grievor had all of
the "evidence" he needed to wrlte up the report and was aware
that Mr Kitzul would be leaving the institution at about 0430
hours
Evidence of David Marsh
1 He has been employed at the detention centre for 16 years,
commencing as a CO in 1980 He became an OM14 in 1989 and an OM16
ln 1992
2 He was on duty during the evening of Aprll 24, 1995, and
recalled the "shoe" lncident He was on the night shift at the
29
7 Mr Roy, addressing Mr Kitzul, stated that he had "already
reported it " Mr Kitzul then informed Mr Roy that he was still
required to complete an occurrence report with respect to the
incident
8 Mr Roy stated that he would merely copy the employee
accident report Mr Kitzul again told Mr Roy that he would have
to complete an occurrence report
9 Mr Marsh first indicated that after the grievor told Mr
Kitzul that he was going to copy his accident report on an
occurrence report form, Mr Kitzul nodded his head in the
"affirmative " He later testified that Mr Kitzul did not tell
Mr Roy that he could merely copy the employee accident report
Mr Marsh then said that he could not recall if Mr Kitzul had
told him this He then stated that after Mr Roy indicated that
he was going to make a copy of his employee accident report, he
i (Mr Marsh) could not recall himself nodding, one way or another,
and that he could not "see" if Mr Kitzul had nodded in response
to Mr Roy's statement, adding that Mr Kitzul was "out of [his]
view at the time "
10 During the course of the conversation, Mr Roy had addressed
both himself and Mr Kitzul when he said that he would "not take
direction from this office " Mr Roy then said "If the
31
13 Mr Marsh testified consistently with the above statement
that after leaving the office to make a photocopy of his accident
report, Mr Roy returned to the office carrying two boxes of
Reebok runnlng shoes and placed them on Mr Marsh's desk, saYlng
that "we" could return them to stores Mr Kitzul said that Mr
Roy should return them to stores During the course of the
conversation between Mr Kitzul and Mr Roy, Mr Kitzul's tone of
voice was said to be "normal," and he was said to have spoken in
a "conversational" way He stated that Mr Roy's tone of voice
was similar to that of Mr Kitzul What caused Mr Marsh concern
was not Mr Roy's tone of voice or demeanour but the fact that he
stated that he was not going to take direction from "this"
offlce
Cross-examination of Mr. Marsh
1 Mr Marsh was asked if Mr Roy had agreed to provide an
occurrence report as requested by Mr Kitzul and answered "I
believe that to be so "
2 Mr Marsh was asked whether Mr Roy also agreed to furnish a
medical note and answered "no "
3 Mr Marsh stated that Mr Kitzul was Mr Roy's immediate
supervisor and that is why he was surprised when Mr Roy said
that he would not take direction from "this office "
33
Detention Centre, to allow you the opportunity to
respond to the following allegation, that
On Tuesday, April 25, 1995, you failed to
obey a direct order of your supervisor
In attendance at the meeting were you, Mr M
Todd, employee representative, Mr J Rutherford,
Manager, Staff Services, and the undersigned
On Tuesday, April 25, 1995, at approximately 0030
hours, you informed an operational manager that your
feet were sore from wearing newly issued ministry
footwear After hearing your concern, the operational
manager permitted you to wear your own shoes for the
remainder of the shift At this time, you both carried
on with your respective duties
A short time afterwards, approximately 0100 hours,
you arrived at the operational manager's office and
requested an Employee Accident/Injury report You were
subsequently given the form and after completing it,
you excused yourself to photocopy it Upon your return
to the operational manager's office, you placed two
boxes of shoes on the manager's desk stating "Here's
your shoes, here's your form "
You were instructed by the operational manager
whom you originally spoke with, to keep your shoes and
return them to the stores You were further instructed
to submitted the usual occurrence report to accompany
the employee accident form
Your response to the above, with two operational
managers present, was that you don't take direction
from this office and if need be, the superintendent can
send you for a mandatory medical, then doctors would
get involved Ultimately, the manager requested that
you include any relevant information in the occurrence
report According to the occurrence report submitted by
the manager, you agreed and left the office
At 0415 hours, the manager contacted you by radio
and received no reply The manager spoke with the main
control officer who confirmed you were in the adjacent
staff lounge The control officer told you to contact
the manager at extenslon 225 You did not contact the
manager as requested, which caused the manager to
report to the lounge to locate you When he did, you
were discovered in the lounge lying on the couch The
manager asked you if you knew that he was trying to
locate you, to which you replied 'Yeah, I'm on break,
f
i
35
In determining the appropriate penalty, I have
considered your 17 years employment record A file
review also reveals that you have been disciplined
prevlously for falllng to obey your supervisor's
instructions My greatest concern, however, is the fact
that you do not accept any culpablllty whatsoever in
this matter
Consequently, a substantial penalty is warranted
Accordingly, you are to be suspended without pay for
three eight hour shifts This 24 hour suspension will
be served on Wednesday, June 21st, Thursday, June 22nd
and Friday, June 23rd, 1995 You will return to work on
Monday, June 26th, 1995 at 1845 hours
You must appreciate that if you commit a similar
offence in future, a more severe penalty, up to and
including dismissal, may occur
If you have any questions with respect to this
correspondence, please contact me directly
The previous discipline referred to in Exhibit 16 is set out
in Exhibit 17, being a letter of July 11, 1991, addressed to Mr
Roy from C Mahaffy, Deputy Superintendent, which is as follows
July 11, 1991
Confidential
Mr M Roy
Correctional Officer 2, Male Unit
. Metropolitan Toronto West
r Detention Centre
r Dear Mr Roy
A meeting was held on July 9, 1991 in the
boardroom of this institution to allow you the
opportunity to respond to the following allegations
(1) that on June 26th, 1991, you disobeyed the
lnstructions of a supervisor, and further
37
shift supervisor of your intention to alter normal
escorting/transportation arrangements
I am satisfied that, as a correctional officer
with 13 years' experience, you knew that you had a
responsibility to follow your supervisor's instructions
and to communlcate your concerns to your supervisor
prior to leaving the institution Furthermore, you knew
you were deviating substantlally from the 'side-by-
side' security instructions given to you when, without
authorization, you chose to drive the second vehicle
Therefore, I find that allegation one is
substantiated
In response to the second allegation, you admitted
culpability and explained that, having had a busy
morning on the front desk, you "just didn't think to
contact your supervisor or sign out" when you left for
lunch
In view of your admission, allegation two is
substantiated
I have reviewed your employment record and find
that you were reprimanded on March 8, 1989 by former
Deputy Superintendent MacKinnon for releasing an inmate
from custody without the authority to do so Otherwise,
your work performance has been evaluated as being in
the satisfactory to commendable range
In view of the foregoing and your commitment to
perform within the parameters of the authority inherent
in your position in future, I find a reprimand is
appropriate in each instance
If similar offences occur in future, however, a
more severe disciplinary penalty may be imposed
4 In stating that he referred to Exhibit 17 when deciding upon
the penalty, Mr Ellison elaborated that he did not give a
"tremendous amount of welght to [l t] " He added that his greatest
concern in arriving at an appropriate penalty was the grlevor's
reluctance to accept responsibility for his actions
39
6 He also referred to Standing Order Number 23 for the
institution, also dated May, 1991 (Exhibit 18B, the relevant
:/
portion of which is as follows
A report must be submitted promptly to the
supervisor prior to the completion of the
employee's shift
The last paragraph of Standing Order Number 23 states
Shift supervisors may authorize overtime to
enable staff to complete reports
7 Mr Ellison was directed to the second-last paragraph of
Standing Order 23 requiring that the report "be submitted
promptly to the supervisor prior to the completion of the
employee's shift," and stated that the reason for this was
because of "the nature of the business, including the volume of
business," and because "informed decisions must be arrived at,"
and added that it was necessary to recelve reports in a "timely
fashion "
8 Mr Ellison stated that the grievor was insubordinate in
failing to complete an occurrence report by the end of the shift
after being required to do so based on lIa clear order" from his
supervisor Mr Ellison did not indicate what he meant when he
t referred to "end of the shift" and did not explain whether it was
the end of the grievor's shift or the end of Mr Kitzul's Shlft
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2 Mr Ellison acknowledged that S 0 23 only required that an
occurrence report be filed before the end of an employee's shift
He was then asked to agree that there was no requirement to
complete the occurrence report before the supervisor requesting
it had gone off shift He replied that the occurrence report must
be completed by the time directed by a supervisor, either
"immediately" or at the end of an employee's shift
3 In noting that the grievor was suspended for three eight-
hour shifts, being those of June 21, 22 and 23, 1995, Mr Ellison
was asked whether the grievor had been scheduled to work the
afternoon shift for those three days He replled that he did not
know if this was the case
4 He was asked whether he was aware that the grievor had
shifts booked for this period and replied that he did not
5 He was asked whether there was a practice at the detention
centre to allow employees who had been suspended for a certain
number of days to work overtime shifts during the period of
suspenslon He replled that there was no such practice
6 Nevertheless, counsel for the employer agreed that the
employer would pay the grievor for three overtime shifts he was
booked to work but was prevented from working during the period
of his suspension
43
shift postings are issued These are basically "instructions"
(from Mr Marsh on the shift in question) Mr Kitzul was present
at the tlme
5 His next contact with Mr Kitzul occurred shortly after
midnight on April 25, 1995 Mr Roy was experiencing difficulty
with the Ministry issue Reebok shoes he was wearing and he
reported this to Mr Kitzul, informing him that the shoes were
too small, irritated his feet and were causing foot damage He
said that the shoes were extremely uncomfortable and that he
would have to remove them
6 Mr Kitzul was said to have indicated that he found it
difficult to believe that the shoes "couldn't" fit and "couldn't"
be comfortable Mr Roy was upset by Mr Kitzul's response
because he felt he was being treated "like a child "
7 Mr Roy then went to his locker to get his own "running
shoes" that he had worn to work, as well as a fresh pair of
socks, and returned to work He put his own shoes on at that
time, but not the fresh pair of socks
8 On the way back to the second floor he entered Marsh's
office to obtain an employee accident injury report form
45
doctor's note] would have to be submitted" by him Mr Roy also
testified that Mr Kitzul also said "I want an occurrence report
on this "
14 Mr Roy stated that he acknowledged that he would obtaln an
occurrence report He also vlgorously denied that he had ever
said to Messrs Kitzul and Marsh that he would not "take
direction from this office "
15 After Mr Roy changed his socks and put on hlS own shoes,
Mr Kitzul was said to have made further reference to "certain
issues in the past that had already been dealt with in the past "
The reference included an incident when Mr Roy'S had allegedly
worn non-instltutional issue shoes and an lncldent when he was
not permitted to leave the lnstitution Mr Roy also referred to
a "predicament" that he had approximately a year ago prior to the
incident because of certain physical problems he suffered from
which he felt Mr Kitzul was lmproperly alluding to
16 Mr Roy stated that he told Mr Kltzul that the problems
being referred to by Mr Kitzul had already been dealt with If
Mr Kitzul had any ongoing concerns about the grievor's physical
condltlon, he could communicate with the administration with
respect to those "partlcular ltems "
47
21 He described Mr Kitzul as being a "little stern" when twice
informing him that he wanted an occurrence report and a doctor's
note
22 After exiting Mr Marsh's office, Mr Roy returned to his
duties
23 His next contact with Mr Kitzul was after 0200 hours
24 Mr Kitzul encountered Mr Roy and another CO, Frank Itwaru,
and proceeded to make rounds with Mr Roy
25 While Mr Roy and Mr Kitzul were carrying out rounds, Mr
Itwaru was serving as back-up Mr Kitzul performed his
examination of the cells, and Mr Roy "walked" the distance of
the unit and punched the clock at the appropriate station areas
r
26 There was no discussion between Messrs Roy and Kitzu1 at
that tlme concerning Mr Roy's furnishing an occurrence report
and/or a doctor's note
I' 27 The grievor took two breaks during the shift, one around
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f. 2200 hours and the other at about 0410 hours During the second
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, break, Mr Roy left the "floor" for the staff lounge He set his
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32 When he first observed Mr Kitzul yelling at him, he started
to sit up, but, when he tried to do so, Mr Kitzul was "in my
face shouting at me " Mr Roy stated that in the circumstances,
he felt he had to back away for his own safety and to defuse the
situation As he backed away from Mr Kitzul, Mr Kitzul
continued to "come at me, all the while shouting things at me
All I could do was respond in a defenSlve manner and appeal to
him by stating that he was to stop yelling at me " He estimated
that the yelling lasted between one and one-and-a-half minutes
33 Mr Roy testified that Mr Kitzul repeated his order,
stating that he also wanted Mr Roy to complete an occurrence
report with respect to his (Mr Roy' s) not responding to Mr
Kitzul's radio call He added that Mr Kitzul mentioned "two
other reports that I couldn't understand" As Mr Kitzul was
about to exit the area, he told Mr Roy that he wanted the
doctor's note as well and ordered him to report back to his
duties
34 Mr Roy stated that his basic response to Mr Kitzul's words
and actions in the lounge was to "back away" for his own safety
35 After he left the lounge, Mr Roy returned to Unlt 2A on the
second floor At that time, he encountered Mr Itwaru Using his
two-way radio, Mr Roy called Mr Kitzul and asked him to call
extension 275, which was located in Unit 2A When Mr Kitzul did
51
this order on several occasions Mr Roy stated that at the time
two correctional officers, Andrew Koester and J Marcenkowski,
;
were walking approximately 30 to 40 paces from where the grievor
and Mr Kitzul were located
39 Mr Roy identified the other person present at the time as
Ranjit Wijeyesekere, identified above as the OM16 who replaced
Mr Marsh
40 Mr Roy asked Mr Kitzul, on several occassions, to "stop
yelling at me," and testified that he "felt threatened at the
time "
41 Mr Kitzul then stated "Alright, I'll stop yelling at you -
get in the office "
42 The grievor responded "Now that you recognize that you're
yelling at me, I want a union representative " Mr Roy explained
that "he did not feel comfortable" in a situation where he was
being threatened and where he was faced with the hostility
manifested towards him by Mr Kitzul He felt that he would be
vulnerable and would not be able to mount a defence to
allegations made against him should anything occur upon his
entering the Shift I C IS office
53
45 At some point Mr Wijeyesekere instructed the grievor to
follow Mr Kitzu1's directions and go into the Shift I C ' s
office
46 Mr Roy informed Mr Wijeyesekere that he would not go lnto
the office with a person who was yelling at him unless he was
accompanied by a representative
47 Mr Wijeyesekere then turned to Mr Kitzul and said "If he
(Mr Roy) doesn't follow your orders, I'll back you up " Mr
Kitzul then looked at the grievor, held up his right hand and
touched his index finger to his thumb with a "manufactured" smile
on his face and addressed the grievor "Miles, you're this close
to being suspended "
48 Two to three seconds later, Mr Kitzul told the grievor that
he was being suspended and that he was to "get out," and then
told the grievor to follow him The grievor and Mr Kitzul
proceeded north in the corridor in the direction of the exit from
the building They reached the professional visiting area and Mr
Roy turned left to go to the signing out room and signed out Mr
Roy said that Mr Kitzul had not anticipated his (Mr Roy's)
going in that directlon and he came back to where the grievor was
in the signing out room, after which they proceeded to the
control unit From there they proceeded to the staff lounge where
Mr Kitzul ordered the grievor to "stay there " Mr Kitzul was
55
handed them in to Mr Rutherford (his manager at that time) at
1400 hours
53 He was scheduled to work overtime shifts between June 21,
1995 and the day he was scheduled to return to work, June 26th,
at 1845 hours The request to work overtime was made to him after
he received Exhibit 16 and just prior to the commencement of the
first of the overtime shifts The person who asked him to work
overtime was Dick Mothersole, who was a supervisor and member of
management
54 In all, he believed that he had been offered three eight-
hour overtime shifts and two 12-hour overtime shifts, to be
worked between June 21 and June 26, 1995 (to 1845 hours on June
26th)
55 He was instructed to see Tony Ruggeiro, the supervisor of
the Young Offenders Department, who informed him that he had
consulted with someone (unnamed) who told hlm that the grlevor's
! overtime shifts were to be cancelled because he would be on
suspension and barred from the institution from June 21st to June
26th
56 Mr Roy told Mr Ruggeiro that he would volunteer to remove
himself from the obligation of reporting for two 12 hour overtime
shifts on June 24th and 25th, with the expectatlon that he would
57
59 As a general rule, CO's are required to complete occurrence
reports by the end of their shifts They would either remain at
v
the institution to complete them or could request an
"arrangement" to permit them to submit a report on "another
date "
60 When a supervisor directed a CO to complete an occurrence
report at an earlier time than the end of the officer's shift,
he/she would be removed from his then-duties for the "strict
purpose" of writing up the requested report
61 Mr Roy had never been requested by Mr Kitzul to complete
an occurrence report by the end of his (Mr Kitzul's) shift
62 There have been occasions when a supervisor requested the
completion of an occurrence report before the end of the
supervlsor's shift He recalled one such occasion in 1995, but
i could not remember when Nor could he remember the particular
incident He said that he didn't "make it [his] business to do
so "
63 Mr Roy was asked what "type" of occurrence report had to be
completed before the end of the affected supervisor's shift He
referred to situations where an officer would be "medically
relieved" of his/her duties for the purpose of immediately
writing up a report
,
!
59
5 He was asked whether he was aware that OM16s only worked
shifts A or B and replied that he did not
6 He agreed that Mr Kltzul was a person In "authorlty"
referred to in Exhibit l8A
7 He also agreed that a request to fill out an occurrence
report amounted to a "lawful order," and that a refusal to
follow a lawful order amounted to insubordination
8 He said that his feet started to hurt from the moment he
first put on the Ministry issue Reebok shoes, and the pain
steadlly became worse to the pOlnt where he felt compelled to
complain and do something about the situation As soon as he put
on the shoes, his feet felt "cramped and uncomfortable," and the
situation steadily worsened thereafter
9 He was asked why he did not change into his own shoes much
earlier in the shift, if he was aware of a problem as soon as he
put on the Ministry issue shoes He did not answer responsively
but stated that he continued to work until he could not "take it
any longer " He stated that he did not "complain much," but tried
to do what he could without complaining
61
15 He agreed that he had requested an employee accident form
and had completed the first part (Exhibit 11) under Section 1
16 He was asked whether his supervisor then has the obligation
to fill out Section 2 of the employee accident report and
replied "That's what it says "
16 Mr Roy was asked whether he was "upset" with what Mr
Kitzul entered in Section 2 of Exhibit 11, and replied that he
was not He was reminded of his earller evidence where he stated
that he felt that Mr Kitzul was treating him like a child, and
asked whether this did not upset him Mr Roy replied, referring
to Section 2 of the accident report, that lt dld not
17 He was asked whether it was at this time that Mr Kitzul
suggested that he should obtain a doctor's certificate if he
needed special shoes He denied that this had happened The same
question was asked of him again and he stated that it was not
"true " He took the position that Mr Kitzul had ordered him to
obtain a doctor's note He also stated that Mr Kitzul did not
say anything else about a doctor's note at that time He was
asked why Mr Kltzul had asked hlm to obtaln a doctor's note and
replied that it was "something" for counsel to ask Mr Kitzul
18 It was put to him that he was not sick when he filled out
the accident report, and he replied that his feet were "lnflamed
63
found it difficult to believe that the Ministry issue shoes could
cause damage, although Mr Kitzul did not ask for an opportunity
to examine Mr Roy's feet
20 Mr Roy wanted to give Mr Marsh and Mr Kitzul an
opportunity to examine his feet, but they did not appear to be
"interested" in doing so
21 During the course of Mr Roy's cross-examination, questions
were asked with a view to pursuing the employer's position that
he was aware of the time when his supervisors, particularly Mr
Kitzul, were scheduled to go off shift, however, he was insistent
that he had no idea when the supervisors on the male side
completed their shifts
22 Mr Roy was asked to produce the occurrence reports that he
said he had completed at Mr Kitzul's direction, but said that he
was not in a position to do so The matter was pursued and it was
put to hlm that he never completed them He replied "not
necessarily " He was again asked to produce the reports and was
also asked where they were if he could not produce them He
replied "In the context of the question, there isn't one "
23 Mr Roy was directed to an occurrence report prepared by him
(Exhibit 19) , which bears date April 26, 1995, with the time
i
being shown as 1400 hours He acknowledged that this report
65
at home would be after the end of the shift He would have
recorded that it was his intention to bring those shoes back to
the institution and then return the shoes that were causing him
pain and damage to his feet He would then have indicated that
the Ministry issue shoes were too small and would have asked for
a larger size He also would have asked for an "apology for the
inconvenience caused to all concerned," which he whould have
regarded as IIsufficientll in the circumstances
25 Mr Roy was directed to his evidence made in direct
examination when he testified that Mr Kitzul made statements to
him which he (Mr Roy) regarded as "demeaning " These statements
were with reference to some physical ailment suffered by him
approximately a year before the events of April 24-25, 1995 Mr
Roy was asked what Mr Kitzul had said to him a year ago that he
regarded as demeaning He said he could not recall the exact
words used by Mr Kitzul, but they related to a comment
concerning his being ordered not to leave the ~nstitution on
"outside runs "
26 Mr Roy was asked why he had not lncluded ln Exhlbit 19 any
reference to the earlier incident where he felt demeaned He
referred to Exhibit 19, page 3, lines 7 and 8
MR KITZUL, ON THE OTHER HAND, WANTED TO
CONTINUE TO BROADEN THE ISSUE WHEN I TOLD HIM
AN ARGUMENT WASN'T NECESSARY AND THAT I
WOULDN'T ARGUE WITH HIM
67
put to him "You had plenty of time between your rounds to fill
out an occurrence report " He replied "Not all at once - no "
31 It was put to him that he had indicated that he could
complete an occurrence report in approximately five minutes He
did not respond to the question
32 He was then asked if he still agreed that he could fill out
a report in between five to ten minutes He replied that he could
not, and added that the question was "hypothetical" because each
case was different It was suggested to him that it would take at
most 15 minutes to complete the first report that he had been
requested to complete He replied "not necessarily " He agreed
that after 0430 hours there would be work to perform when the
inmates were awakened, and that this conflicted with his earller
explanation that he would then have more tlme to write up a
report It was put to him that he would have more to do after
0430 hours and replied "for a period of time " He also agreed
that "normally" it was "quieter" between 0030 hours and 0400
hours However, in response to a question that there was
"normally" more opportunity to fill out occurrence reports
between 0030 hours 0400 hours, he replied "not necessarily "
33 It was put to Mr Roy that he had an opportunlty to follow
the order to complete an occurrence report after Mr Kitzul came
to the lounge after 0400 hours Mr Roy replied "not on my
69
Evidence in Re-examination of Mr. Roy
1 Mr Roy stated that he did not complete the occurrence
reports between midnight and 0430 hours because, on the basis of
his past experience, when "working floors," the best tlme "to
write" was between 0545 and 0715 hours He did not prepare the
report when on his break because he was not paid to write reports
during a break, which period was for the purpose of removing him
from his regular responsibilities
2 He did not prepare the reports after his break because he
did not have an opportunity to do so He explained this by saying
that Mr Kitzul had ordered him to obtaln a doctor's note That
being the case, hlS "reasoning" was that if he remained in the
institution until 0715 hours; then went home and stayed up "long
enough" to phone the doctor's office to secure an appointment,
attend there for an examination, and obtain a doctor's note to
bring back to the institution, he would not have sufficient time
to complete the report He referred to the fact that his doctor's
office was not open until 10 00 am, and he was only able to
secure an appointment at 1 00 P m He stated that he could not be
expected to work "around the clock " Given Mr Kitzul's order to
obtain a doctor's note, he had insufflClent time to do all that
was necessary in order to obtain the doctor's report and also
complete an occurrence report
71
4 He heard Mr Roy inform Mr Kitzul "I need to be relieved -
my foot is aching and you told me to go and see my doctor I am
going to see my doctor and you'll get a report then " Mr Roy is
said to have spoken to Mr Kitzul in a normal tone of voice and
was neither "shouting nor yelling," but there appeared to be some
sense of "urgency" in the way he spoke Mr Itwaru said that Mr
Roy told him that Mr Kitzul had been yelling at him in the
lounge with his face only "inches" away from him
Evidence of Mr. Itwaru in Cross-examination
1 It was put to Mr Itwaru that he had filled out Exhibit 20
after the events that led to its preparation He agreed that this
was the case and also agreed with the suggestion that it was a
normal practice, and a "good" practice for a CO to fill out an
occurrence report as soon as possible He also agreed that there
was a period of time between clock rounds when "not much was
happening "
2 It was put to Mr Itwaru that if it would take between five
,
r
and ten minutes to complete an occurrence report, he would have
had plenty of time to do this during his shift He replied "Yes,
that's reasonable "
3 He was asked when he would complete an occurrence report if
he had a choice after 0500 hours when the lnmates are up, or
73
1 Mr Itwaru was asked why he had not made any reference in
the occurrence report to the fact that Mr Roy told him that Mr
Kitzul had yelled at him in the lounge He stated that "I was
asked to write a report about what occurred Specifically what
occurred I put those In quotes " He added that he regarded the
information from Mr Roy about what Mr Kitzul said to him In the
lounge as being "hearsay," and that in his opinion it was not
information which he "heard directly" and represented information
"handed down to me by Mr Roy "
Evidence of Percy Hawkins
1 Mr Hawklns has been a CO for 10 1/2 years and was working
in the main contrhol area on the night shift on April 24-25,
1995 The entrance to the staff lounge is just across the
corridor from the main control area He acknowledged that Mr
Kitzul had phoned him and asked him if he had heard him page Mr
Roy on the radio He acknowledged that he had done so
2 Mr Kitzul asked Mr Hawkins if Mr Roy was then in the
staff lounge, and Mr Hawkins stated that he thought he was Mr
Kltzul asked Mr Hawkins to tell the grievor to call him at
station 225, being the Shift I C office local extension
75
1 He acknowledged that it was normal procedure for a CO to carry
a two-way radio, but did not know whether the grievor was
carrying a radio at the time he was being paged by Mr Kitzul He
acknowledged that Mr Kitzul had radioed the grievor that evening
and may have done so more than once When Mr Roy did not
acknowledge the page, he assumed that Mr Roy did not have his
radlo on, but dld not regard the lncldent as "significant "
2 When he went into the lounge to tell Mr Roy that Mr Kitzul
was trying to reach him, Mr Roy was awake
3 He stated that the exchanges between the grievor and Mr
Kitzul were "getting very intense "
EVldence of Jarek Marcenkowski
1 Mr Marcenkowski has been a CO at the institution since June
of 1991 His shift at the material time was from 1900 to 0700
hours
2 He observed the grievor on the shift in question on a few
occasions between 0430 and 0500 hours in the hallway leading to
the south wing Mr Roy was then between the entrance to the
kltchen and the shift supervisor's office
77
Roy's supervisor and was in a position to give him
the orders that he did
(3) The orders were clear, and Mr Roy knew exactly
what he was required to do in preparing the
reports
(4) Mr Roy refused to comply with the order or
instruction I was asked to note the evidence of
Messrs Kitzul and Marsh that the grievor said,
after midnight, on April 25, 1995, that he did not
"take orders from this department " The report
would have taken about flve to ten mlnutes to
complete, and there was nothing that kept Mr Roy
from completing it promptly
2 The grievor took his break without completing the report and
was again asked to do so by Mr Kitzul, but did not comply with
the request The grievor never complied with the request, which
he admitted during cross-examination
3 Even if Mr Roy's eVldence was accepted, he was still
insubordinate
79
Clock rounds take between 10 and 15 minutes, which
would leave a half hour every hour to complete
occurrence reports Around 0430 hours inmates
start to wake up, and there is more activity at
that time
(3) Mr Roy's evidence was that he recalled Mr Kitzul
harkening back to an incident relating to an
earlier physical ailment suffered by him, which
incident was not referred to in Exhibit 19
(4) Mr Marsh and Mr Kitzul testified that Mr Roy
had said that he "would not take direction from
this office " The Board was asked to accept that
evidence, notwithstanding Mr Roy's denial There
was no reason for Messrs Marsh and Kitzul to have
fabricated the statement In any event, the
statement was not necessary to enable the employer
to make its case
(5) I was asked to find that no order had been given
by Mr Kitzul to Mr Roy to obtain a doctor's
note Mr Kitzul referred to it as a suggestion to
be followed by Mr Roy if he felt he needed
special footwear to be provided by the Ministry,
and there was no other reason for him to request
81
he was required to complete this form The supervisor admitted
that the grievor's conduct in that case made him angry and that
/ he had sworn at him In fact, the supervisor received a written
reprimand because of his conduct
10 Reference was made to the following statement contalned at
p 5 of the Ralph case
It is a generally accepted proposition of
arbitrators that an employee who disagrees
with an order from his employer should, with
certain exceptions, obey those orders and
later, through resort to the grievance
procedure, endeavour to challenge the
propriety of the order On the facts of this
case, I could not find that the order
subjected the grievor to any danger to his
health or safety The grievor's statement,
that the apprehension of possible court
proceedings being brought against him by an
inmate had an adverse effect upon his mental
health, cannot qualify as an excuse for
refusing the order The relationship between
the order and the possible harmful impact on
the grievor's health is entirely too remote
11 Mr Roy had admitted that the order glven to him was a
lawful one
12 The order given to Mr Roy to complete the occurrence
reports was "completely reasonable," made "perfect sense" and the
imposition of the penalty and the refusal to obey the order were
"causally related "
83
18 The fact that the grievor was a 17-year employee "cut both
ways " He should have known not to be insubordinate in the
circumstances Reference was made to the inapropriate way he
manifested his position when he interacted with his supervisor
19 Dealing with Exhibit 1 (the "first" grievance) , the
grievance essentially claimed that Mr Kitzul had shouted at the
grievor Even if this is true, it did not amount to a breach of
the collective agreement and therefore should be dismissed
20 If the Board is seized with jurisdiction to adjudicate the
first grievance, it was submitted that there was no proof that
the grievor was "humiliated and embarrassed " Mr Roy stated that
he felt that he was being treated like a child It was submitted
that his feelings were subjective, not objective, and that these
subjective feelings ought not to warrant any relief
21 With respect to the grievance set out in Exhibit 2 (the
"second" grievance) , where the grievor claimed that he had been
denied proper union representation before being suspended, it was
submitted that there was no breach of the collective agreement
because there was no article that required the employer to
furnish him with representation at that time
22 Wlth respect to Exhibit 3 (the "thlrd" grlevance) In whlch
there was a claim that the grlevor had been wrongfully suspended
!
85
25 The "sixth" grievance (Exhibit 6) that raises the lssue of
unjust dismissal, has already been dealt with
26 The "seventh" grievance (Exhibit 7) is a health and safety
grievance based on an allegation that the grievor's health and
safety had been threatened by a supervisor The employer states
that there was no objective proof of any risk to the health or
safety of Mr Roy Even if the Board believed that Mr Kitzul was
upset with Mr Roy and yelled at him in the lounge, there was no
proof that this conduct created a health and safety risk to Mr
Roy It was insufficient that Mr Roy experienced subjective
feelings of stress and general upset
27 Reference was made to Union Grievance (311/88) , in dealing
with the seventh grievance This was a health and safety
grievance respecting a failure to provide appropriate trained
staff
28 At page 25 of Union Grievance, the Board states
In this instance, the Union is therefore
required to establish a causal connection
between the differential tralning and a
, health and safety risk at the Jail Further,
I
j' article 18 1 does not impose a standard of
absolute perfection Rather, it simply
obligates the Employer to make reasonable
provision for the safety and health of its
employees during the hours of their
employment
87
33 The "tenth" grievance (Exhibit 10), was said to represent a
four-page elaboration on the eighth grievance Exhlbit 10 refers
to seven shifts, three of which Mr Roy worked and was paid for
Of the remaining five overtime Shlfts, the employer has agreed to
pay for three eight hour shifts On the basis of the grievor's
own evidence, he had voluntarily given up two 12-hour shifts in
the hope of having them replaced with four eight-hour shifts
There was no proof as to whether those shifts were avallable The
grievor acknowledged that there was no guarantee that he would
receive those shifts
Union Argument
1 It was agreed that grievances 8 and 10 were, in effect, the
same grievance
2 It was submitted that all of the grievances, except numbers
4 and 9, flowed from the three-day suspension
3 It was submitted that the grievance with respect to the
penalty lmposed for lnsubordlnation based on the allegation that
the grievor had failed to follow an order to write up two
occurrence reports should succeed The grievor had not intended
to be insubordinate, and that his failure to write up the reports
was as a result of Mr Kitzul harassing him and yelling at hlm to
89
Kitzul ordered him into the office and did not do so for the
purpose of having him complete the occurrence reports
8 It was submitted that Mr Kitzul never made it clear when he
wanted Mr Roy to complete the occurrence reports
9 It was submitted that Mr Kitzul did not indicate to Mr Roy
that he wanted the first occurrence report before Mr Kitzul
finished his shift at 0500 hours I was asked to accept Mr Roy's
evidence that it was not until Mr Kitzul approached him in the
staff lounge that he indicated that he wanted the report, and the
further one ordered, immediately
10 It was subm1tted that Mr Roy, until the incident in the
staff lounge, could reasonably assume that he was to finish any
report requested before the end of his own shift Reference was
made to Standing Order 23 (Exhibit 18B), which is consistent with
the gr1evor's position That 1S, that he should complete the
report before the end of his own shift and not before the end of
his supervisor's shift
11 I was asked to accept Mr Roy's evidence that he intended to
complete the reports between 0545 and 0715 hours, when he did not
expect to be interrupted by clock rounds
91
manner, and this was inconsistent with the evidence of Mr
Hawkins
16 Reference was also made to the fact that Mr Marcenkowski
testified that he observed the grievor and Mr Kitzul outside of
the Shlft I C 's office after 0430 hours, at which time both were
heard to have raised thelr voices when Mr Kitzul ordered Mr Roy
to get into the office
17 Reference was made to the allegation that Mr Kitzul had
denied Mr Roy union representation It was submitted that Mr
Roy related in detail the conversation concerning his request for
union representation and to be permitted to examine the list
showlng which representatives would be available at the time It
was submitted that, in the circumstances, it was more probable
that Mr Roy requested union representatlon at the tlme of the
incident in the hallway It was submitted that Mr Roy was not
insubordinate in refusing to enter the office, in the
circumstances
18 It was submitted that the grievor wished to but did not have
the opportunity to complete the incident reports before the end
of his shift because he was escorted out of the building by Mr
Kitzul
93
the employee was wrong in exercising his
right under the Act The events must be
assessed in the light of knowledge available
/ at the time that the employee refused to
work
22 It was submitted that Mr Roy had an honest belief that his
health and safety were at risk when he refused to go into the
Shift Ie's office when ordered to do so by Mr Kitzul
23 Mr Roy stated that Mr Kitzul was yelling at him, and that
the combination of his yelling and h~s demeanour caused him to
feel threatened and vulnerable and to conclude that he would be
without a means of substantiating his defence if something should
happen to him in the office
24 Mr Roy communicated his concerns to Mr Wijeyesekere about
having to go into the office with Mr Kitzul, who was said to be
in a disturbed state
25 It was submitted that Mr Roy behaved properly when refusing
to go lnto the office without union representation when ordered
to do so by a supervisor who was yelling at him and who was in a
highly-agitated state It was also submitted that Mr Roy was
correct in refusing to go into the office while an already bad
situation was escalating It did not matter whether there was a
real danger to Mr Roy's health and safety, what mattered was
95
cable may have been calculated to annoy
Basso However, Basso was being more abras1ve
than was Flett
,/ Is provocation a complete defence to a charge
of insubordination? In Re Douglas Aircraft
Co of Canada Ltd and U A W (1972), 2
LAC (2d) 56 at p 76, Professor P Weiler
answered this question in the negative "The
fact of provocation does not totally excuse
the person who should have shown enough good
sense not to respond, but it ordinarily will
save him from extreme penalties " This
accords with the criminal law's view of acts
which provoke a violent response and is
usually appropriate for violence in an
industrial setting, but I am not here
concerned with acts of force
The concept of provocation plays a d1fferent
role in insubordination cases than in the
context of violence A violent act is
offensive because of the harm that it causes
to the physical and emotional well-being of
the victim That harm exists despite
provocation which cannot negate the violence
Provocative acts may, however, alter the
nature of conduct which would otherwise be
insubordinate To demonstrate th1S, the
concept of insubordination must first be
clearly understood I have already defined
"insubordination" as a challenge to the
authority of an employer to manage the
industrial enterprise Consequently, verbal
abuse of a foreman engaged in supervisory
duties is improper not simply because abusive
language is addressed to a supervisor, but
because it den1es the author1ty of a
representative of management The definition
of "insubordination" rests upon the hidden
assumption that the challenged authority is
legitimate A supervisor's act is supported
by legitimate authority so long as both its
purpose and the manner in which it is carried
out bear a rational relationship to the
objectives of the industrial enterprise A
challenge to legitlmate authorlty 1S 1mproper
precisely because it impedes the
accomplishment of those objectives
Conversely, a person who refuses to comply
with an exercise of authority which lacks
legitimacy does not disrupt the industrial
97
IV
Provocation is not here a complete defence to
the allegation of insubordination, but it is
pertinent to the determination of the
appropriate penalty In Re Douglas Aircraft
Co of Canada, Professor Weiler sa1d, at pp
76-7
Provocation is a particularly important
concept to consider in cases of
insubordination such as we have here A
supervisor has issued an order which the
employee should have obeyed When he
refuses to obey it, the employee
deserves some disc1pl1ne Yet the
supervisor has also acted improperly, he
has deprived the employee of his rights
under the agreement, and he has
initiated the conflict It is bad enough
that he escapes scot-free because the
situation is characterized as one of
discipllnary insubord1nation by the
employee, rather than as an improper
order from supervision It is even worse
that it is the same superv1sor (or
fellow-member of management) who imposes
th1S disc1pline on the employee, while
remaining immune from any sanction
himself In the several insubordination
cases which I have encountered, I have
been struck by the fact that it is a
sense of the injustice of this fact
which largely fuels the grievance I
bel1eve lt 1S lncumbent on arbltrators,
in deciding what penalty is 'just and
equitable' , to scrutinize very carefully
the background to these situations of
insubordination and ensure that the
degree of discipline is carefully
tailored to the relative degree of blame
of employee and supervisor
I heart11y endorse this arb1trator's
conclusion that the conduct of a supervisor
should not be overlooked, but I arrive at
this result by a slightly different path than
he did The employee's behaviour merits a
lesser penalty not simply because the
supervlsor is also at fault The full reason
has already been set out The superv1sor's
fault weakens the legitimacy of authority,
99
be appropriate in the llght of his senlority, with only one four-
year-old disciplinary warning on his record
/
29 Reference was made to the overtime shift issue, where the
employer agreed that the cancellation of three overtime shifts
was improper
30 It was noted that Mr Roy clalmed that he had five overtime
shifts scheduled, belng three elght-hour shlfts and two 12-hour
shifts According to Mr Roy, he gave up two 12-hour shifts in
order to be able to work four eight-hour shifts The union
submitted that Mr Roy had not voluntarily given up the shifts
when viewed in the context of what had happened It was recalled
that the grievor was speaking to Mr Ruggerio at the time, who
had called hlm to lnform hlm that the overtime shifts were
cancelled because he was then under suspension
31 Mr Roy relied on Mr Ruggerio's advice and took a position
that he would not have taken but for the fact of his suspension
It was submitted that the grievor ought to be compensated for at
least two 12-hour shifts on top of the three eight-hour Shlfts
the employer has agreed to pay compensation for I was asked to
accept Mr Roy's evidence that he would llkely be glven the four
elght-hour shifts
f
;
!
,
101
38 A request was made for a declaration that the three-day
suspension was without just cause and for an order that the
J'
record of the suspension be removed from the grievor's file
39 Compensation was also asked with respect to the amount the
grievor would have been paid for working during the three days
that he was suspended
Reply Argument of the Employer
1 Reference was made to the provisions of Standing Order 23
(Exhibit 18B), where it is provided that occurrence reports were
to be submltted "promptly "
2 It was noted that there was no problem facing the grievor in
promptly following the request to prepare the occurrence reports,
and reference was made to Mr Hawkins' evidence that his report
in this case was completed in 15 minutes
3 If it was not clear to the grlevor, at approximately 0100
hours on Aprll 25, 1995, that he was requlred to complete an
occurrence report as soon as possible, he could have been In no
doubt that this is what he was required to do immediately on
being ordered to do so by Mr Kitzul in the lounge at
approximately 0430 hours on the same date
103
Dlscussion and Declsion
~
1 This is an unfortunate case because, unlike most civil court
cases, where the parties are less likely to be involved with each
other in the future, the parties before me will have an ongoing
relationship, and Mr Roy and Mr Kitzul will continue to work ln
proxlmlty to each other A declsion on the narrow issue before me
is not likely to resolve the serlOUS underlYlng problems that
affect their relationship
2 It was evident to me, after hearing the evidence of Mr
Kltzul and Mr Roy, that Mr Roy was increasingly troubled by the
fact that he regarded Mr Kltzul as havlng treated hlm ln a way
calculated to undermine his self-respect It is difficult to know
how long their relationship has been deteriorating, but clearly
it had been for at least a year before the incidents of April 24-
25, 1995 I suspect that if it had not been the incident of the
ill-fitting shoes that precipitated the exacerbation of the
conflict, then it would have been something else
3 After forgettlng his Minlstry lssue shoes at home, Mr Roy
decided to wear one of the two palrs of new Mlnlstry lssue shoes
that he had at work As soon as he put on the shoes, he notlced
that they did not fit properly and caused him discomfort, which
discomfort got worse the longer he wore them
105
7 Equally unfortunate was Mr Kitzul's misperception that his
order to prepare an occurrence report had been refused because of
,
Mr Roy's indication that he did not have to take directions
"from this office " When the evidence is examined, it can be seen
that Mr Roy was referring to his mistaken belief that he had
been ordered to obtain a doctor's certificate concerning the
damage caused to his feet by wearing the Ministry issue shoes
Although acknowledged somewhat reluctantly, Mr Marsh did agree
that Mr Roy had agreed, also somewhat reluctantly, to prepare an
occurrecnce report as Mr Kitzul ordered
8 I am satisfied that Mr Kitzul, w~th some Just~f~cat~on, was
puzzled as to why Mr Roy had not sought permission to change
into his own shoes as soon as he was aware that the shoes issued
by the Ministry did not fit properly Mr Roy, because of his
past perceptions, based on his belief that Mr Kitzul had treated
him in a demean~ng manner, viewed Mr Kitzul as treating him
"like a child" There is some indication that the mis-
communication between them was as a result of ongoing tension
dating back to earlier incidents
9 Mr Kitzul's evidence that he regarded Mr Roy as having
refused to complete an occurrence report at around 0100 hours is
inconsistent with the statement contained in Mr Ellison's
letter, at page 2 (Exhibit 16), referring to Mr Kitzul's
occurrence report that Mr Roy "agreed" "to include any relevant
107
12 There was no reason for Mr Roy to believe that he was
requlred to prepare the occurrence report immediately, or at
least before the end of Mr Kitzul's shift The fact that Exhlblt
18B states that "A report must be submitted promptly to the
supervisor prior to the completion of the employee's shift, 11 does
not mean that the employee must submit it at the earliest time
possible The governing statement is "prior to the completion of
the employee's shift " There was nothing to prevent Mr Kitzul
from ordering that the report be submitted at an earlier time
but, in the absence of such a direction, Mr Roy was correct in
assumlng that he had until the end of his shift to do so
12 Although it is difficult for me to believe that Mr Roy,
with 17 years of experience as a correctional officer, would not
know that his supervisor's shift would end before his own, I
still regard it as being necessary for a supervisor to instruct a
CO to complete a report at an earlier time than the end of the
COs shift, if that is what he wished
13 Mr Kitzul had an opportunity to ask Mr Roy for the report
to be completed before the end of hls (Mr Kltzul's) shlft, when
he accompanied him on clock rounds at 0200 hours on April 25,
1995
14 I also find that the situation was exacerbated by the fact
that both Mr Kitzul and Mr Roy were angry with each other as
109
evidently displeased about the order If the order to call Mr
Kitzul amounted to a breach of the collective agreement, that
should have been the subject of a grievance after obeying the
order Although the order to call Mr Kitzul was not relied on
as a basis for discipline, its refusal represented a deliberate
attemt to upset Mr Kitzul, and to avoid being confronted further
about an order he was reluctant to follow
18 Mr Kitzul's chagrin at Mr Roy's failure to respond to the
radio call was further affected by Mr Roy's response upon seeing
Mr Kitzul in the lounge at approximately 0400 hours Mr Kitzul
wished to then inform the grievor that he wanted the occurrence
report to be completed without any further delay and that, from
his perspective, its completion was now an urgent matter I am
satisfied that Mr Roy did not wish to defuse the situation, but
used the pretext of his break being interrupted as a basis for
dissembling I have no doubt that he was then fully aware that
Mr Kitzul wanted the report "now " This conclusion is supported
by the eVldence of Mr Hawkins, who reported that Mr Kitzul, on
at least two occasions, told Mr Roy that he wanted the report
"now " If Mr Roy wanted to defuse the situation he need only
have said that the report would be completed forthwith
19 It does not matter that there may not have been any real
urgency Any fault with the order could have been dealt with,
, after obeying it, by filing a grievance
:
111
fact is that a clear order was given to him by Mr Kltzul ln the
lounge and repeated outside the Shift I C 's office Mr Kitzul
was a person in authority The order in no way jeopardized Mr
Roy's health or safety I am satisfied that even though Mr Roy
was somewhat agitated at the time, a considerable amount of it
was self-induced, and he would have been able to complete the
reports in short order lf he had not engaged ln a series of
confrontational manoevers
23 Mr Kitzul, as a manager, may not have handled the matter in
the best way possible, but raising his voice to the grievor in
the circumstances did not, in my view, provoke the grievor's
unwarranted response There are occaSlons when an order may be
given in a more forceful and direct manner, as when an employee
appears to be unresponsive This was one of those cases
24 Having found that there was clear evidence of
insubordination, I must consider whether there are mitigating
factors to cause me to ameliorate the penalty
25 Although Mr Kitzul's behaviour need not be perfect in all
respects, I am concerned that his conduct also played a role in
exacerbating the conflict Until the incident in the lounge,
there was no reason for Mr Roy to believe that Mr Kitzul had
ordered him to complete the report before the end of his (Mr
Roy'S) shift There was no indication that this was Mr Kitzul's
113
29 As agreed by the employer, Mr Roy is also to be paid for
the three eight-hour overtime shifts that he was not permitted to
work during the period of his suspension ::
30 I reject Mr Roy's claim for the other overtime shifts me
claimed by him, as there was insufficient evidence to satisfy me ir
that they would have become available to him 0
31 I reject Mr Roy's claim under Article 52 9, which is not
applicable in the circumstances Mr Roy was neither II frequently with
absent or unable to perform his duties, 11 being the two pre-
requisites for the application of Article 52 9
32 All of the other grievances are denied Based on the facts
presented at the hearing, none of them could succeed
33 I retain jurisdiction to deal with any difficulties the
parties experience in complying with this decision
rson
34 As I have mentioned earlier in this decision, the events
that gave rise to the incidents that led to the filing of the
grievances involve a fairly long-standing conflict in the
relations between Mr Kitzul and Mr Roy In the absence of
, intervention, I have little confidence that my decision will have
r
i
very much effect on how they relate to each other in the future
Unless the root causes of their poor relationship are dealt wlth
/' 114
ln a sensible manner, there ought to be a concern that the
ongoing relationship between them will, at best, remain
difficult, and at worst will further deteriorate It would be
most unfortunate lf that happens Mr Roy is a long serving
officer with a generally good record Mr Kitzul appeared to me
to be desirous of avoiding the friction that had affected their
relationship in the past, but did not appear to know how to go
about reconstituting it along more harmonious lines
35 I can only suggest that remedial steps be taken to deal with
the underlying cause of the conflict between Messrs Roy and
Kitzul through the good offices of the union and the employer
Only If thlS is done will this matter be truly laid to rest
DATED at Toronto this 23 day of October, 1996
--rY2_ ~ J{~~~ I
--1
M R Gorsky, Vice-Chairperson