HomeMy WebLinkAbout1996-2776.Kerhanovich, Behrsin.00-05-18 Decision
o NTARW EMPU) YES DE LA COURONNE
CROW"! EMPLOYEES DE L "()NTARW
GRIEVANCE COMMISSION DE
. . SETTLEMENT REGLEMENT
BOARD DES GRIEFS
180 DUNDAS STREET WEST SUITE 600 TORONTO ON M5G 128 TELEPHONElTELEPHONE, (416) 326-1388
180 RUE DUNDAS OUEST BUREAU 600 TORONTO (ON) M5G 128 FACSIMILElTELECOPIE. (416) 326-1396
GSB # 2776/96
OPSEU # 97B282
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
Ontano PublIc ServIce Emplovees Umon
(KerhanovIch, Behrsm)
Grievor
- and -
The Crown m Right of Ontano
(Mimstn of Transportation)
Employer
BEFORE Owen V Gra, Vice ChaIr
FOR THE Enc O.Bnen, Janet Black.
GRIEVOR Counsel
ElIot Sffilth
Bamsters & SolIcItors
FOR THE Kelh Burke
EMPLOYER Counsel
Legal ServIces Branch
Management Board Secretanat
HEARING Janu~ 19 20 2000
April 17 2000
2
DECISION
[1] George KerhanovIch and Harold Behrsm worked for the MmIstry of Trans-
portatIOn m Sault Ste Mane ("the Sault) for a number of years as purchasmg
agents On or about November 26 1996 they each receIVed formal notIce that
As a result of workforce reductIOns m the MmIstry of TransportatIOn, your
posItIon of Purchasmg Agent wIll be declared surplus effectIve December '3
1996 ThIs letter prOVIdes you wIth notIce of lay-off as reqUIred by ArtIcle
24.2 1.
On December 16 and 30 1996 respectIvely Messrs Behrsm and KerhanovIch
filed gnevances allegmg that "I have been Improperly surplussed m VIOlatIOn of
the redeployment artIcles and ArtIcle A of the CollectIve Agreement
[2] The umon alleges that the deCISIOn to surplus the gnevors pOSItIOns (and
not those of other more Jumor purchasmg agents m Thunder Bay) was a breach
of eIther ArtIcle 20 1 2 or AppendIX 13 of the collectIve agreement, and also VIO
lated ArtIcle 3 (formerly ArtIcle A) because It was motIvated by the gnevors un
IOn actIVItIes Mr KerhanovIch has been the local umon preSIdent m Sault Ste
Mane smce 1970 and was umon staff representatIve for a year m the early
1990s UntIl hIS retIrement m early 1997 Mr Behrsm assIsted Mr KerhanovIch
m carrymg out hIS umon actIVItIes They had both filed and won personal class 1
ficatIOn gnevances durmg the course of theIr employment WIth the mmIstry
[3] The mmIstry IS orgamzed mto five RegIOns Sault Ste Mane IS m the
Northwest RegIOn The regIOnal headquarters for the Northwest RegIOn IS b
cated m Thunder Bay The RegIOn IS dIVIded mto two DIstncts Sault Ste Mane
and Thunder Bay Pnor to 1996 the mmIstry mamtamed a garage and ware
house at each of three locatIOns m the RegIOn Sault Ste Mane Thunder Bay
and Kenora The garages servIced mmIstry-owned vehIcles The warehouses re
ceIved stored and dIstributed goods used m or by mmIstry operatIOns ASSOCI
ated WIth each warehouse was a purchasmg functIOn performed by purchasmg
3
agents and clerks The garage and warehouse and assocIated purchasmg func
tIon m Sault Ste Mane servIced the needs of the mmIstry m the Sault Ste
Mane DIstnct
[4] The most recent PosItIOn SpecIficatIOn for the gnevors Purchasmg Agent
posItIOn was dated January 10 1990 It stated that the posItIOn s "Branch and
SectIOn was "DISt 18 - Sault Ste Mane The general purpose of the posItIOn
was" [t]o provIde serVIces relatIve to the procurement of a wIde vanety of mate
nals, supphes and serVIces, consIstent WIth the DIstnct s operatmg needs and
Work Programs The dutIes of the posItIOn consIsted largely of receIVmg Ie
quests for matenals, supphes or serVIces, vettmg the requests for completeness,
determmmg the most appropnate process to satIsfy each request (whether from
mventory or through requests for oral or wntten quotes or a formal tender proc
ess) and carrymg out or arrangmg the carrymg out of that procurement process
ExpedItIng dehvery of goods and serVIces purchased was also a sIgmficant func
tIon of the posItIOn.
[5] The PosItIOn SpecIficatIOn for the Purchasmg Agent posItIOn SaId that the
dutIes of the posItIOn were to be performed "under the general superVISIOn of the
DIstnct Purchasmg & Supply SupervIsor That was true untIl late 1994 when
the gnevors receIved the followmg memo dated December 14 1994 from R. S
MIller m Thunder Bay'
TO' All Purchasmg & Warehouse Staff DATE December 14, 1994
Sault Ste Mane
Attn. H. Behrsm Purchasmg ()fficer
EffectIve Immechately the Sault Ste Mane Purchasmg and Supply operatIOn
WIll become a self-chrected work team reportmg chrectly to myself m Thunder
Bay
Harold Behrsm, Purchasmg ()fficer WIll be the self-chrected team leader as
per our chSCUSSIOns of Dec 12/94, and WIll dIrect all mformatIOn and corre-
spondence to me He has agreed to be the lIaIson between the Sault Ste Mane
team and the team m Thunder Bay Please note that thIS does not preclude
other team members contactmg the Thunder Bay operatIOn for mformatIOn
and aSSIstance
I look forward to workmg WIth you to make thIS operatIOn a success.
Thank you.
4
R.S Mlller Coordmator
MaterIals Management/Accounts Payable
Northwestern RegIOn
The self-dIrected team of whIch Mr Behrsm became team leader consIsted of
hImself, Mr KerhanovIch and the five employees m the warehouse at Sault Ste
Mane a warehousmg superVIsor 3 clerks and a dnver Members of the team
dealt wIth Mr MIller m Thunder Bay (eIther dIrectly or through Mr Behrsm) m
matters relatmg to theIr matenal handlmg and purchasmg dutIes They contm
ued to deal wIth the DIstnct Engmeer m Sault Ste Mane concermng the local
aspects of theIr employment, such as the condItIon of the workplace aVaIlabIlIty
of eqUIpment, health and safety and local trammg
[6] Durmg 1996 the mmIstry mItIated a number of changes m what It does
and how It does It HIghway mamtenance work prevIOusly performed by mmIstry
employees was to be contracted out to a greater extent that It had prevIOusly
been. RegIOns were to "consolIdate dIstnct fleet management and eqUIpment
repaIr operatIOns at regIOnal headquarters mcludmg Thunder Bay - DIstnct
garages, mcludmg the ones m Sault Ste Mane and Kenora, were to close Con
current wIth the regIOnal consolIdatIOn of eqUIpment repaIr operatIOns, ware
house serVIces were to be "consolIdated mto four regIOnal locatIOns, mcludmg
Thunder Bay MmIstry employees were gIVen purchasmg cards wIth whIch to
acqUIre needed goods locally thus reducmg the amount of purchasmg and ware
housmg that had to be performed as a separate functIOn. The remammg regIOnal
warehouses were to focus on the supply to employees and operatIOns m the re
gIOn of products not aVaIlable m the local marketplace For the Northwest Re
gIOn, thIS meant the warehouses m Sault Ste Mane and Kenora would also be
closed
[7] These mItIatIves reduced but dId not elImmate eIther the mmIstry s cp
eratIOns m the Sault Ste Mane DIstnct or the need for purchasmg m relatIOn to
those operatIOns as a dIstmct functIOn The gnevors testIfied that, apart from the
garage and hIghway mamtenance operatIOns there were several other mmIstry
departments wIth purchasmg needs that remamed m the DIstnct after effect
5
was gIven to the changes announced m 1996 Indeed, the contractmg out of
hIghway mamtenance whIch had been a Dlstnct purchasmg functIOn, was to m
crease as a result of the changes
[8] Larry Lambert was the RegIOnal DIrector for the Northwest RegIOn m
1996 and stIll IS He testIfied about the mltIatIves to whIch I have already re
ferred The closmg of garages and warehouses was announced m mId year and
related surplusmg took place m July When the July surplusmg was planned
management dId not know how many affected employees would leave theIr em
ployment ImmedIately and how many would work out theIr notIce penods so
they dId not know how qUIckly the purchasmg functIOn would be Impacted The
gnevor's posItIOns were addressed m a second round of surplusmg on November
26 1996 Mr Lambert testIfied that when makmg that surplusmg decIsIOn,
management estImated that the closures and mtroductIOn of the purchasmg card
would reduce the work of purchasmg agents m the Northwest RegIOn by about
50 percent He saId that estImate had been used to determme the number of
purchasmg posItIOns m the RegIOn that would be declared surplus
[9] At that pomt the RegIOn had 6 purchasmg agents - 3 m Thunder Bay
two m Sault Ste Mane and one m Kenora - and 2 clerks - one m Thunder Bay
and one m Kenora Mr Lambert recommended to the executIve commIttee that
they surplus the purchasmg agent and clerk posItIOns m Sault Ste Mane and
Kenora m order to achIeve a 50 percent reductIOn m purchasmg posItIOns He
testIfied that hIS recommendatIOn was m no way motIvated by the gnevors un
IOn actIvIty
[10] Mr Lambert testIfied that after the surplusmg of purchasmg posItIOns m
Sault Ste Mane and Kenora took place all purchasmg for the Northwest RegIOn
(that IS purchasmg as a dlstmct functIOn, as opposed to local purchasmg usmg
purchasmg cards) was done from Thunder Bay He saId that the purchasmg
thereafter was handled "m part by the complement of three purchasmg agents
and one clerk that eXIsted m Thunder Bay at the tIme the gnevors were sur
plused He explamed that on some occaSIOns smce 1996 the volume and com
6
plexIty of the purchasmg work had been too great for that complement, and that
unspecIfied addItIonal help had been provIded At the tIme of the hearmg, he
saId, that complement of three purchasmg agents and one clerk was able to han
dIe the current purchasmg work for the RegIOn. In that connectIOn, he observed
that there had been further reductIOns and more shared serVIces mtroduced
smce 1996
[11] After theIr posItIOns had been declared surplus the grIevors were told
that Steve MacGregor a purchasmg agent m Thunder Bay would thenceforth be
handhng purchasmg for the Sault Ste MarIe area They were mstructed to refer
all purchasmg mqUIrIeS to hIm Durmg hIS notIce perIod, Mr Behrsm was ID
structed to and dId pack up theIr purchasmg records and hsts of local supphers
and ShIP them to Thunder Bay All of the records and mformatIOn wIth whIch he
had been workmg were shIpped to Thunder Bay The only tools of hIS former
work that were not transferred to Thunder Bay durmg that tIme were some
blank forms and a desktop computer At one pomt durmg Mr Behrsm s notIce
perIod, Mr MacGregor travelled to Sault Ste MarIe for famIharIzatIOn. Durmg
that trIp he met wIth Mr Behrsm, who mtroduced hIm to local supphers and
provIded hIm wIth paperwork and other mformatIOn.
[12] Mr Behrsm estImated that over the course of 1996 prIor to the date he
receIVed the formal surplus notIce there was a reductIOn m the volume of hIS
work of about 10 percent The closmg of the garage had httle effect on hIS work
load he saId because very httle of hIS purchasmg work was related to the ga
rage - he noted that Mr KerhanovIch had been domg the eqUIpment purchas
mg Mr Behrsm was not performmg purchasmg work for very long after he re
ceIved hIS surplus notIce He testIfied that the mtroductIOn of the purchasmg
card (saId by Mr Lambert to have begun m July 1996) dId not seem to have sub-
stantIally affected hIS workload before the purchasmg work was taken away
from hIm
[13] Mr KerhanovIch testIfied that m early 1996 about 30 percent of hIS work
related to the DIStrICt garage and warehouse Other actIvItIes ehmmated m the
7
reorgamzatIOn - mamtenance patrols and constructIOn - accounted for 10 to 15
percent of hIS work, he saId In exammatIOn m chIef he dId not describe m per
centage terms the portIOn of hIS work that was for DIstnct operatIOns unaffected
by the reorgamzatIOn. He merely IdentIfied, as Mr Behrsm had the mmIstry
operatIOns that remamed m the Sault Ste Mane DIstnct after the reorgamza
tIon. He faIled to answer dIrect questIOns about thIS m cross exammatIOn The
only other estImate he provIded durmg cross exammatIOn was that 15 to 20 per
cent of hIS tIme had been spent on "general purchasmg dutIes by whIch he
meant mamtammg a library and keepmg a purchasmg hIstory - all of whIch, he
acknowledged, would have reduced m volume as hIS other work reduced
[14] Each of the gnevors testIfied that he would have been wIllmg to relocate
to Thunder Bay The posItIOn both gnevors take m thIS matter IS that they ought
to have been transferred to Thunder Bay not surplused When they were sur
plused, they had the optIOn to bump beyond 40 kIlometres from theIr headquar
ters They testIfied that the exerCIse of that optIOn would not have taken them to
a Job m Thunder Bay The scheme of ArtIcle 20 of the collectIve agreement was
that the most semor dIsplaced employee could bump the most Jumor employee m
the same classIficatIOn and the same mmIstry Mr KerhanovIch was the most
semor purchasmg agent m the provmce He gave unchallenged testImony that
exercIsmg hIS nght to bump would have taken hIm to Kmgston. LIkewIse Mr
Behrsm gave unchallenged testImony that when he learned he would be sur
plused (pnor to receIVmg the formal notIce) and asked management about the
prospect of gettmg to Thunder Bay by bumpmg, he was told that a bump would
most lIkely take hIm elsewhere
[15] Shortly after receIVmg hIS surplus notIce Mr KerhanovIch elected to re
open hIS Factor 80 and retIre as of December 31 1996 Mr Behrsm elected to re
tIre effectIve May 14 1997 wIth an unreduced Factor 80 penSIOn. Both say they
would have contmued to work If relocated to Thunder Bay and would have re
tIred later than they had They claIm compensatIOn for lost earnmgs as well as
the reductIOn m the value of theIr pensIOn that flows from theIr havmg retIred
earlIer than they would have chosen. They understand, or were made to under
8
stand durmg the course of the hearmg, that theIr claIm IS subJect to offset by the
amount that they earned or could have earned from employment through efforts
to mItIgate theIr earnmgs loss, and IS also subJect to offset by the value of the
penSIOn benefits receIVed durmg the penod m whIch they say theIr employment
wIth the mmlstry should have contmued By agreement of the partIes, resolutIOn
of Issues relatmg only to the calculatIOn of the net compensatIOn (If any) for
whIch the employer may be lIable If found to have breached the collectIve agree
ment has been deferred untIl after the Board determmes whether there was such
a breach.
The Alleged Breach of Article 3
[16] ArtIcle 3 2 of the relevant collectIve agreement prohIbIts dlscnmmatIOn by
the employer on the basIs of an employee s umon actIvIty
[17] The claIm that the gnevors were dlscnmmated agamst by reason of theIr
past umon actIvIty IS based on the fact the gnevors had engaged m such actIvIty
pnor to the decIsIOn to surplus theIr posItIOns Mr Kerhanovlch was asked by
umon counsel whether there had been any adverse reactIOn by management to
hIS umon actIvIty durmg hIS employment He saId that hIS supervIsor had once
saId "maybe you should cut back on your umon actIvItIes, to whIch he had re
plIed "why don t you go tell the government that The context m whIch these
remarks were made IS not entIrely clear Asked If he could gIve other mstances of
the employer's havmg reacted negatIvely to hIS umon actIvIty Mr Kerhanovlch
SaId he "would rather not That IS the sum total of the eVIdence of the Em
ployer's reactIOn to the gnevors umon actIvIty pnor to November 1996 Mr
Behrsm havmg offered none
[18] Mr Lambert testIfied that he recommended the actIOn ultImately taken
wIth respect to the surplusmg of the gnevors purchasmg agent posItIOns m the
Northwest regIOn. As I have already noted, he saId hIS recommendatIOn was m
no way motIvated by the gnevors umon actIvIty He was not cross-exammed on
that or any other aspect of hIS testImony
9
[19] DISCrImmatIOn on the basIs of umon actIvIty WIll not necessarIly be sus
ceptible of dIrect proof Someone who has acted on that basIs may be unwIllmg to
admIt It It may be necessary to draw mferences from surroundmg facts One
may have to consIder for example whether the explanatIOn gIven for the lffi
pugned conduct makes sense m the absence of Improper motIvatIOn. Here man
agement was actmg m response to the same condItIons and dIrectIves mother
regIOns of the provmce There IS no suggestIOn that sImIlar cIrcumstances were
dealt wIth many sIgmficantly dIfferent way m those other regIOns The decIsIOn
taken for the Northwest RegIOn gave effect to a recommendatIOn made by Mr
Lambert He descrIbed hIS reasons for that recommendatIOn m hIS testImony
There was no challenge to Mr Lambert s assertIOn that the grIevors umon ac
tIVIty played no part m the formulatIOn of hIS recommendatIOn, nor more Impor
tantly to the plausIbIhty of the claIm that the reasons he gave for the recom
mendatIOn were hIS, and the employer's real reasons The fact that Improper
motIvatIOn mIght not be admItted does not reheve the party allegmg such motI
vatIOn of the obhgatIOn to challenge m cross-exammatIOn a wItness who plausI
bly demes the allegatIOn m exammatIOn m-chIef.
[20] I find there IS no merIt whatsoever to the claIm that the employer dIs
CrImmated agamst the grIevors by reason of theIr umon actIvIty In that respect,
these grIevances are dIsmIssed
The Alleged Breach of Article 20 1 2
[21] ArtIcle 20 1 2 provIdes that
~There a lav-off mav occur for anv reason, the lClentIficatIOn of a surplus em
plovee In an admInIstratIve chstnct or umt, InstItutIOn or other such work
area and the subsequent chsplacement, redeplovment, lav-off or recall shall
be In accordance wIth semontv subject to the conchtIOns set out In thIS artIcle
The umon takes the posItIOn that the relevant "admmIstratIve dIstrIct or umt,
mstItutIOn or other such work area for purposes of determmmg whIch purchas
mg agents to layoff m the Northwest RegIOn m 1996 was the entIre Northwest
10
RegIOn, because all SIX of the purchasmg agents m the regIOn were then super
vIsed by the same superVIsor
[22] In support of ItS posItIOn the umon cIted the Board s decIsIOn m Paray
anlwzluy[l 2385/95 (October 28 1997 Venty) The gnevor there was one of 8
bUIldmg contract admmIstrators workmg for the Ontano Realty CorporatIOn m
ItS Kmgston office In 1995 the employer decIded to reduce the number of bUIld
mg contract admmIstrators m ItS Kmgston office to five and to reduce the num
ber of bUIldmg contract admmIstrators m ItS KemptvIlle office from SIX to five It
laId off the three most Jumor bUIldmg contract admmIstrators m ItS Kmgston
office mcludmg the gnevor and the most Jumor bUIldmg contract admmIstrator
m ItS KemptvIlle office The gnevor had more semonty than two of the remam
mg bUIldmg contract admmIstrators m the KemptvIlle office It appears that the
two offices operated separately and served dIstmct geographIcal areas, but the
bUIldmg contract admmIstrators m both offices had the same superVIsor The
umon took the posItIOn that the Kmgston and KemptvIlle offices should have
been consIdered a smgle "admmIstratIve dIstnct or umt, mstItutIOn or other
such work area for purposes of ArtIcle 24 1 of the collectIve agreement then m
effect, whIch had the same wordmg as ArtIcle 20 1 2 here
[23] After notmg that the partIes had advIsed hIm that there had been no
other decIsIOns mterpretmg the language m questIOn, the VIce ChaIr m Paray
anlwzh[y[l made these observatIOns at pages 7 8 and 9 of hIS decIsIOn.
In my VIew the language chosen by the partIes IS sufficIently broad to en
compass a wIde vanatIOn of orgamzatIOnal structure. In thIS case the Prop-
erty Support SerVIces Branch has chosen to dIvIde the Provmce of (lntarIO for
purposes of admmIstratIOn mto vanous regIOns. I read ArtIcle 24.1 m the 00
lIef that the employer adopted the regIOnal admmIstratIve chstnct as the
work area for purposes of IdentIficatIOn of a surplus employee. To my mmd,
the use of the words admInIstratIve chstnct or unIt strongly suggests that
the partIes hadm mmd an area whIch was part of the Provmce of OntarIO
but larger than an office
I am persuaded by the umon s contentIOn that an mchvlClual office 1.e the
Kmgston office IS too small an area to support any form of meanmgful recog
mtIOn of the prmcIple of semonty for purposes of lay-off. My conclusIOn IS
supported by the CIrcumstances of Larry Cryderman who IS the only bUIldmg
contract admmIstrator m the Lmdsay office whIle at the same tIme bemg the
11
second most senIor employee m the central regIOn of the Property Support
ServIces Branch
I find support for my mterpretatIOn m the definItIOn of ehstnct as a lB-
gIOnal admmIstratIve UnIt contamedm the DIctIOnary of CanadIan Law 2nd
eel. Dukelow In the result, It IS appropnate to tIe the lClentIficatIOn of a sur
plus employee to the admmIstratIve ehstnct or admmIstratIve UnIt m whIch
he IS employed m thIS case the eastern regIOn whIch encompasses both the
Kmgston and KemptvIlle offices
Kmgston and KemptvIlle are about 140 kIlometres apart by road Sault Ste
Mane and Thunder Bay are nearly 700 kIlometres apart The umon argues that
the same analysIs should apply here despIte the greater dIstance partIcularly
smce purchasmg agents m the two locatIOns had the same superVIsor
[24] It appears that ParayanJwzh[y[l supra IS not the only decIsIOn to have
consIdered the meamng of the words of ArtIcle 20 1 2 prevIOusly ArtIcle 24 1
[25] In Launn/ Joly 1759/90 (October 30 1991 Venty) the gnevors were
travel consultants employed by the MmIstry of Tounsm and RecreatIOn at an
Ontano Travel InformatIOn Centre near Hawkesbury There were sImIlar cen
tres at Lancaster and Cornwall, wIth two travel consultants lIkewIse employed
at each of those locatIOns The travel consultants at all three centres were super
vIsed by the same superVIsor After the Hawkesbury centre was destroyed by
fire Mr Laurm was sent to work at the Cornwall centre and Ms Joly was sent
to work at the Lancaster centre both on the baSIS that they would be reImbursed
theIr costs of travel. After five or SIX weeks, the gnevors were mformed that the
Hawkesbury Centre would not be replaced, and that they were to be laId off ac
cordmgly The award focused on Ms Joly s claIm that thIS was Improper when
more Jumor travel consultants contmued to work at the Lancaster centre Lan
caster IS about 60 kIlometres by road from Hawkesbury
[26] The umon took the posItIOn that the gnevors were m the same "admmIs
tratIve dIstnct or umt, mstItutIOn or other such work area as the more Jumor
employees at Lancaster as the decIsIOn notes at page 13
The UnIon contends that there IS a short answer to the first Issue m that the
gnevors should never have been declared surplus and subject to lay-off under
ArtIcle 24.1 because they were not the most JUnIor employees m an admmIs-
12
tratIve chstnct or umt, mstItutIOn or other such work area. The U mon a;
knowledged that the MmIstrv properly applIed ArtIcle 24.1 m these CIrcum
stances but chose the wrong employees to be IdentIfied as surplus employees.
The umon argued m the alternatIve that once laId off, Ms Joly was entItled to
bump a more Jumor employee at Lancaster because at that tIme Lancaster was
her "headquarters for purposes of the "wIthm a forty kIlometre radIUS of the
headquarters of the surplus employee test m what was then ArtIcle 24 6 l(a)
[27] DespIte the small numbers of employees, the common superVISIOn and the
relatIvely short dIstances the Board dIsmIssed the umon s argument that em
ployees of the three travel centres were m the same "admmIstratIve dIstnct or
umt, mstItutIOn or other such work area, assertmg at pages 14 and 15 that
~r e are not persuaded as to the ments of the U mon S short answer to the m
terpretatIOn of ArtIcle 24.1 In our VIew a matenal change m orgamzatIOn
wIthm the meanmg of 24.1 anses m thIS case not m the context of an admm
IstratIve chstnct or umt but rather as a smgle or mchvIdual office.
The Board found, however that Lancaster was gnevor J oly s "headquarters at
the tIme of lay-off because It was where she then worked so she should have
been allowed to bump one of the Lancaster employees
[28] In Paul 2295/92 (October 6 1995 Stewart) the Board mterpreted the
language of what was then ArtIcle 522 under whIch an employee whose pOSI
tIon had been reclassIfied to a class wIth a lower salary maXImum was entItled to
the appomtment to the first vacant posItIOn m hIS former class that occurred "m
the same admmIstratIve dIstnct or umt, mstItutIOn or other work area m the
same mmIstry m whIch he was employed at the tIme the reclassIficatIOn was
made Before hIS reclassIficatIOn, the gnevor had been an InformatIOn Officer 2
m the Parks and Natural Hentage Branch of the PolIcy dIvIsIOn of the MmIstry
of Natural Resources m the Greater Toronto area. The argument made by the
umon IS descnbed at page 4 of the award
Mr Adams argued that the prOVISIOn contemplates that an employee IS entI
tled to return to a posItIon whIch may anse m hIS Immechate work area, such
as the partIcular mstItutIOn m whIch he IS employed. However If no pOSItIon
IS avaIlable there and there IS a pOSItIon m the former classIficatIOn avaIlable
elsewhere m the MmIstrv partIcularly wIthm the geographIc regIOn m whIch
13
the employee worked, Mr Adams argued that the employee IS entItled to
such a posItIon. Mr Adams argued that the phrase admmIstratIve chstnct
m ArtIcle 522 has a geographIcal connotatIOn and submItted that where
such a chstnct eXIsts wIthm the-MmIstry s operatIOns, an employee whose IX)-
sItIon has been reclassIfied IS entItled to a posItIon that becomes avmlable
wIthm that admmIstratIve chstnct Accordmgly m thIS case Mr Adams ar
gued that Mr Paul IS entItled to the first posItIon m hIS former claSSIficatIOn
ansmg m the greater Toronto area. In the alternatIve Mr Adams argued
that the appropnate cachement area for the purposes of the applIcatIOn of Ar
tIcle 5 2 2 IS the entIre PolIcy chvIsIOn, rather than the Branch.
The Board reJected the broad approach advocated by the umon. In domg so It
made these observatIOns at page 6 and followmg'
In my VIew the words the same mchcate that the clause IS clearly mtended
to provIde for the nght of an employee to the first classIfied posItIon ansmg
m the partIcular work enVIronment he was m at the tIme of hIS reclassIfica
tIon. I agree WIth Mr SmIth S submIssIOn that the reason that the clause
outlInes alternatIves IS because there are many work enVIronments WIthIn
the (lntarIO publIc servIce.
To the extent that a purpOSIVe approach to the Issue IS appropnate, It must
be noted that entItlement to a pOSItIon elsewhere m the MmIstry IS an entI
tlement that would often be of no practIcal value to a re-classIfied employee If
It means that he or she IS reqUIred not only to relocate but to relocate WIthout
the benefit of a movmg allowance.
In my VIew the real Issue m thIS case IS what constItutes the gnevor S work
area. The reference to InstItutIOn m ArtIcle 52.2 mchcates that the work
area IS to defined narrowly ~nIle the eVIdence before me as to the structure
of the MmIstry of Natural Resources was qUIte lImIted, It IS apparent that
the ProvmcIal Parks and Natural Hentage PolIcy Branch IS a dIscrete work
structure. The entIre polIcy chvIsIOn, m my VIew IS broader than what IS con
templated by the reference to work area m ArtIcle 522 ~nIle geographIc
deSIgnatIOns mcludmg the Greater Toronto Area, eXIst wIthm the MmIstry
the eVlClence chd not establIsh that thIS partIcular admmIstratIve chstnct m
any way constItuted the gnevor s work area.
[29] WhIle It seems orgamzatIOnal boundanes were more salIent than geo
graphIc ones m the CIrcumstances of the Paul case the Board s comment on the
reason for specIfymg the alternatIves "admmIstratIve dIstnct or umt, mstItutIOn
or other work area IS equally applIcable to the prOVISIOn m Issue here The decI
SIOn also touches on the problem of geographIc boundanes m the second of the
above-quoted paragraphs, notmg that a broad VIew of thIS sort of language may
not be m the mterest of employees generally That IS further Illustrated by the
14
Board S decIsIOn m Unwn Gnevance 665/81 (March 31 1982 Kennedy) con
cermng the relocatIOn of the OHIP head office (hereafter "the OHIP case)
[30] In June 1980 the government of the day announced that OHIP's head of
fice would be relocated from Toronto to Kmgston over a perIod of three years
The employer took the posItIOn that those OHIP employees wIlhng to relocate to
Kmgston were guaranteed Jobs there but those unwIlhng to do so would be
treated as havmg abandoned theIr posItIOns The umon s posItIOn was that the
proposed relocatIOn mvolved a lay-off of the affected employees, who therefore
had the rIghts that the collectIve agreement afforded m the event of a layoff. It
argued that the posItIOns of the affected employees had a geographIc component,
so that movement of the work from Toronto to Kmgston was not a transfer of
eXIstmg posItIOns but an abohtIOn of those posItIOns and creatIOn of new pOSI
tIons wIth a dIfferent geographIc element It noted that, as here the "PosItIOn
SpecIficatIOn and Calls ActIOn Form for the affected posItIOns specIfied a geo
graphIc locatIOn for the posItIOns It also pomted to the" 40-kIlometre radms test
m the lay off prOVISIOns, whIch reqUIred mutual consent for assIgnment of a sur
plus employee beyond that geographIc hmIt It argued that If the partIes had not
recogmzed that posItIOns have some geographIcal constramt, there would have
been no need to hmIt the geographIc area wIthm whIch a surplus employee could
be compelled to accept a vacancy
[31] The Board expressly accepted the umon s arguments, makmg these 00-
servatIOns at pages 12 to 14 and 16 of ItS decISIOn.
The Issue to be resolved on thIS arbItratIOn relates chrectly to ArtIcle 24.1
of the CollectIve Agreement and whether m the CIrcumstances the employees,
who are unable or unwIllmg to relocate to Kmgston are entItled to the con
tractual rIghts of employees who have been laId-off. The Issue may be even
more narrowly stated as the determmatIOn of whether or not the posItIons oc
cUlned by mcumbent employees m Toronto have a geographIc component It
IS our vIew that the sItuatIOn has been characterIzed correctly by the UnIon
as a sItuatIOn of lay-off and for the reasons relIed upon by the UnIon. The
technIcal arguments submItted by the UnIon have been summarIzed m thIS
award. In adchtIOn to those Mr Goudge argued that on the basIs of realIty
and reasonableness a Job m Kmgston could not realIstIcally be VIewed as the
same Job that preVIOusly eXIsted m Toronto
15
It may further be noted that m ArtIcle 24.1 the IdentIficatIOn of a surplus
employee IS related to an admmIstratIve chstnct or UnIt, mstItutIOn or other
such work area. The Employer s posItIon IS m substance that where the Job
content remams the same the employee can be transferred anywhere wIthm
the Provmce of (lntarIO to perform that work. The specIfic language of the
clause however defines narrower boundanes outsIde of whIch the employee
becomes a surplus employee rather than one who has abandoned the Job The
actuallClentIficatIOn of those boundanes m the abstract IS not wIthm the pur
VIew of thIS arbItratIOn. Each sItuatIOn has to be vIewed on ItS own facts and
m the lIght of what IS reasonable m all the CIrcumstances. The contract Ian
guage m ArtIcle 24 mchcates, wIthout specIfic definItIOn, that the partIes
have agreed that those lImIts do eXIst.
No challenge IS made to the Employer s nght to make the fundamental
changes m the organIZatIOn that are proposed but the Employer cannot ffi-
cape the contractual consequences of those changes SImply by categonsmg
them as Job transfers. They constItute m substance the abolItIOn of certam
pOSItIons under the CollectIve Agreement and the creatIOn of other pOSItIons.
[32] I am not called upon to reconcIle the deCISIOns m ParayanJwzh[y[l and
Joly By the standards of those deCISIOns, the CIrcumstances before me are en
tIrely dIstmgUIshable NeIther they nor the other two deCISIOns mentIOned are
determmatIve here They do however mform my assessment of the meamng of
ArtIcle 20 1 2
[33] When the employer proposes to surplus some but not all of the employees
employed m a partIcular pOSItIOn m "an admmIstratIve dIstrIct or umt, mstItu
tIon or other such work area, ArtIcle 20 1 2 reqUIres that the least semor em
ployees be selected for lay-off. Applymg the artIcle mvolves determmmg the
"work area of the affected pOSItIOn. The language of the artIcle recogmzes that
the work area may be dIfferent for dIfferent pOSItIOns The dutIes and responSI
bIhtIes of a pOSItIOn may be such that the work area for that pOSItIOn IS an ai
mmIstratIve dIstrIct, for others the work area may be an admmIstratIve umt, or
a partIcular mstItutIOn, or "other such work area. The "work area may have
both geographIc and orgamzatIOnal boundarIes Those are the boundarIes wIthm
whIch an employee may be reqUIred to move to perform hIS work WIthout the re
qUIrement trIggermg any of the rIghts or optIOns aVaIlable to someone who IS re
qUIred to move to a "dIfferent posItIOn.
16
[34] The "work area IS a charactenstIc of the posItIOn, not of the superVIsor to
whom someone employed m the posItIOn reports The geographIc boundanes of a
posItIOn s work area do not vary wIth the wlllmgness to relocate of any partIcular
mcumbent The PosItIon SpecIficatIOn for the posItIOn m Issue here describes ItS
"Branch and SectIOn as "DISt 18 - Sault Ste Mane The assertIOn that the
gnevors posItIOns had the entIre northwest regIOn as theIr work area, or enough
of It to encompass Thunder Bay flIes m the face of the reahstIc and reasonable
VIew contended for by the umon and accepted by the Board m the OHIP case In
so far as It asserts a breach of ArtIcle 20 1 2 therefore thIS gnevance IS dls
mIssed
The Alleged Breach of Appendix 13
[35] The umon argues that the movement of the gnevor's purchasmg work
from Sault Ste Mane to Thunder Bay amounted to a "change In "an operatIOn s
headquarters to whIch AppendIx 13 apphed AppendIx 13 provIdes as follows
Relocation of an Operation Beyond a 40 Kilometre Radius
The Employer and the UnIon herewIth agree that, when a mmIstry decIdes to
change an operatIOn s headquarters to a locatIOn outsIde a forty (40) blome-
tre rachus of that operatIOn s current headquarters, the followmg terms and
conchtIOns wIll apply'
(1) affected employees wIll be notIfied, m wrItmg of the mmIstry s decIsIOn
to change the operatIOns headquarters locatIOn and the date when such
change WIll take place
(2) (a) employees may accept the change m headquarters locatIOn, m whIch
case they WIll be elIgIble for reImbursement of relocatIOn costs m a;
cordance wIth the Employer s relocatIOn polIcy' or
(b) employees may reject the change m headquarters locatIOn, m whIch
case they WIll be gIVen SIX (6) months notIce of lay-off pursuant to Ar
tIcle 20 2.1 (NotIce and Pay m LIeu) and have full access to the prOVI
SIOns of ArtIcle 20 (Employment StabIlIty) and AppendIX 9 (Employ
ment StabIlIty) of the CollectIve Agreement.
(3) If several employees hold the same pOSItIon and fewer of theIr pOSItIons
are reqUIred m the new headquarters locatIOn, the employees WIth the
greatest senIOrIty WIll be gIVen the opportunIty to go to the new head-
quarters locatIOn first
(4) It IS understood that when an employee accepts the change m headquar
ters locatIOn m accordance WIth thIS Memorandum of Agreement the
prOVISIOns of ArtIcle 6 (Postmg and FIllmg of VacanCIes or New POSItIons)
shall not apply
17
[36] AppendIx 13 speaks of changmg the "headquarters of an "operatIOn.
Elsewhere m the collectIve agreement, the partIes spoke of an employee s havmg
a "headquarters As I observed m Maclr/,tosh, 2587/96 (March 17 1997)
An employee s headquarters for purposes of the central and bargammg umt
collectIve agreements IS somethmg that IS assIgned to hIm or her as <p-
pears from the language of ArtIcle 12 2 2(b) of each of the G bargammg umt
collectIve agreements. In cases not governed by ArtIcle 11 of the central
agreement, It appears that the employee s headquarters would be the locatIOn
at whIch he or she ordmanly performs the work of the posItIon to whIch he or
she has been appomted. The assIgnment of headquarters IS ImplIcIt m the
appomtment to the employee S current regular or permanent posItIon. The
locatIOn at whIch a posItIon eXIsts IS a elIstmgmshmg feature of the posItIon.
two otherwIse lClentIcal posItIons at dIfferent locatIOns are dIfferent posItIons
(see ArtIcle G G 1)
It IS eVIdent from the prOVISIOns of AppendIX 13 themselves that an "operatIOn
IS somethmg m whIch, or m respect of whIch, employees are employed I con
clude that the "headquarters of an "operatIOn IS the headquarters of the em
ployees employed m or m respect of that operatIOn.
[37] The term "operatIOn IS not expressly defined m AppendIX 13 nor m two
other prOVISIOns m whIch that word IS used ArtIcle 19 1 whIch addresses Clr
cumstances m whIch "a reorgamzatIOn, closure transfer or the dIVestment, relo
catIon or contractmg-out of an operatIOn m whole or m part WIll result m fifty
(50) or more surplus employees m a mmlstry and paragraph 5 of AppendIX 9
whIch prOVIdes that "Where an operatIOn or part thereof IS bemg dIsposed of, and
the employer has determmed that an opportumty for tendermg or blddmg IS
warranted, employees shall be gIVen the opportumty to submIt a tender or bId on
the same basIs as others
[38] The Shorter Oxford dIctIOnary (9th ed Clarendon Press, Oxford) offers
the followmg pertment defimtIOns of" operatIOn
1 a the actIOn or process or method of workmg or operatmg b the state of
bemg actIve or functIOnmg (not vet In operatIOn) 2 an actIve process; a elIs-
charge of a functIOn (the operatIOn of breathIng) 3 a pIece of work, esp one m
a senes (often m pI. begl1l operatIOns)
From thIS and the context m whIch the partIes have used the word I take "op
eratIOn to mean a work process m whIch one or more persons are employed
18
[39] The applIcabIlIty of AppendIx 13 to actIOns of the employer cannot depend
on how the employer charactenzed those actIOns at the tIme It took them LIke
WIse It cannot depend on whether the employer dId what the prOVISIOn reqUIres
m terms of offermg employees the opportumty to move wIth theIr work The pro
VISIOn clearly contemplates m paragraph (3) the possibIlIty that an operatIOn wIll
be downsIzed at the same tIme as ItS headquarters IS moved Accordmgly the
prOVISIOn bears applIcatIOn where fewer employees perform the work of the op
eratIOn at the new locatIOn than performed It m the prevIOUS one The headquar
ters of an operatIOn IS sImply the place where the work of that operatIOn IS per
formed DemonstratIOn that the performance of the work an IdentIfiable work
process has moved from one locatIOn to another IS cntIcal to the applIcatIOn of
the prOVISIOn.
[40] The fact that an operatIOn ceases m one locatIOn and an operatIOn begms
thereafter m another locatIOn constItutes a movement of the headquarters of an
operatIOn only If the operatIOn at the new locatIOn IS "the same as the one at the
prevIOUS locatIOn. For reasons already mentIOned thIS IdentIty (m the mathe
matIcal sense) of the two operatIOns may eXIst even though the number and
IdentItIes of employees employed are not the same It IS the work process Itself m
respect of whIch there must be IdentIty or contmUIty WIthout mtendmg to ai
dress m advance all of the Issues that mIght anse m determmmg whether such
IdentIty or contmUIty eXIsts, It seems to me that the purpose(s) and work
methodes) of an operatIOn would be features that would dlstmgUIsh one opera
tIon from another
[41] For purposes of the analysIs here I would describe the operatIOn m whIch
the gnevors were employed at the tIme they were surplused as "purchasmg to
serve the needs of mmlstry operatIOns m the Sault Ste Mane Dlstnct of the
mmlstry s Northwest RegIOn, and I shall use "Sault Ste Mane purchasmg
work as shorthand for that descnptIOn. ThIs IS a subset of the "Sault Ste Mane
Purchasmg and Supply operatwn (my emphasIs) referred to m Mr MIller's 1994
memo That operatIOn was engaged m obtammg and supplymg goods and serv
Ices for and to other mmlstry operatIOns m the Sault Ste Mane Dlstnct Mmls
19
try operatIOns m that DIstnct contmued to reqUIre goods and serVIces after the
reorgamzatIOn m questIOn here Not all of those needs were to be met by havmg
the operatIOns perform theIr own purchasmg usmg credIt cards A dIstmct pur
chase and supply functIOn contmued to eXIst for that purpose followmg the dIs
contmuance of purchasmg and warehousmg actIvItIes m Sault Ste Mane The
locatIOn at whIch an employee or employees were performmg what remamed of
those functIOns changed from Sault Ste Mane to Thunder Bay Apart from what
necessanly follows from the change m work locatIOn, the eVIdence dIscloses no
change m work methods
[42] The employer argues that It dId not move the Sault Ste Mane purchasmg
operatIOn. It says It dIscontmued purchasmg actIvIty m Sault Ste Mane, and
thereafter certam "resIdual functIOns prevIOusly assocIated wIth that actIvIty
were accomphshed by purchasmg officers m Thunder Bay
[43] ThIs IS not a sItuatIOn (as m Unwn Gnevance 2417/92 (July 14 1993
Kaplan)) m whIch an operatIOn sImply ceases, leavmg the "customers of the op
eratIOn to find other supphers on theIr own Here those who would formerly
have dealt wIth the Sault Ste Mane purchasmg agents were told to deal wIth
the Thunder Bay office The purchasmg records and supphers hsts of the Sault
Ste Mane office the mformatIOn base wIth whIch the purchasmg agents there
had worked were transferred to the Thunder Bay office A partIcular agent m
Thunder Bay was desIgnated to deal wIth purchasmg for the Sault Ste Mane
dIstnct That purchasmg agent travelled to Sault Ste Mane to meet supphers
and at least to that extent, acqUIre knowledge about the work processes m
whIch the Sault Ste Mane purchasmg operatIOn had been engaged
[44] The employer argues that the "resIdual functIOns of the Sault Ste Mane
purchasmg officers that contmued to be performed by purchasmg officers m
Thunder Bay were msufficIent to constItute even a smgle posItIOn or more cor
rectly that the eVIdence was msufficIent to demonstrate otherWIse and that on
that basIs I should conclude that It had had no obhgatIOn under AppendIx 13 to
offer eIther or both of the gnevors a posItIOn m Thunder Bay
20
[45] It IS Important to note that the questIOn IS not how much Sault Ste Mane
purchasmg work was expected to remam or dId remam 3 or 6 months or 2 or 3
years after the performance of that work was shIfted to Thunder Bay The ques
tIon must be how much such work was bemg performed m the new locatIOn 1m
medIately after the shIft occurred The eVIdence before me IS a less that Ideal ba
SIS for determmmg that questIOn, but that IS largely because the employer faIled
to call eVIdence that I must mfer was aVaIlable to It
[46] On Mr Behrsm s eVIdence perhaps 85 or 90 percent hIS work was unaf
fected by the reorgamzatIOn m 1996 In the absence of eVIdence to the contrary I
can and do mfer that the work he had been domg was stIll needed and was, m
fact, performed from Thunder Bay after Mr Behrsm ceased performmg It Mr
Kerhanovlch s reluctance to be pmned down on the same questIOn wIth respect
to hIS work suggests that not much of hIS work was stIll needed by mmlstry op
eratIOns m the Sault Ste Mane Dlstnct after the reorgamzatIOn. HIS work
seems to have been much more related to the garage and warehouse operatIOns
and the operatIOns they supported that Mr Behrsm s Of course one mIght say
that to the extent garage and warehouse operatIOns formerly performed m Sault
Ste Mane were consolIdated at the regIOnal garage and warehouse at Thunder
Bay the purchasmg work assocIated wIth the moved garage and warehouse
work should properly regarded as Sault Ste Mane purchasmg work for the pur
poses of thIS analysIs Unfortunately there IS no eVIdence before me from whIch
I can determme how much work that was
[47] The person who dId the Sault Ste Mane purchasmg work after the move
Steve MacGregor would have been the ObVIOUS person to have testIfy about the
volume of Sault Ste Mane purchasmg work performed at the cntIcal tIme
There IS no suggestIOn that he was beyond the reach of a summons, or that he
was physIcally or mentally unable to testIfy WhIle It may be SaId that eIther
party could have summonsed hIm the employer was m a better posItIOn to know
what hIS eVIdence mIght be If It had As long as Mr MacGregor remamed an em
ployee the employer could have reqUIred hIm to gIVe It an account of hIS work for
It The umon could not He was clearly an employee of the mmlstry at the tIme
21
the gnevances were filed There IS no mdIcatIOn that he has ceased to be an em
ployee at any tIme smce In addItIon to ItS greater access to Mr MacGregor's
recollectIOn, the employer also had better access than the umon to the recollec
tIons of other purchasmg agents m Thunder Bay and to the records of theIr
wor k.
[48] In these cIrcumstances, the eVIdence tendered by the umon IS sufficIent to
persuade me that the Sault Ste Mane purchasmg work performed from Thun
der Bay m the penod ImmedIately after such work ceased m Sault Ste Mane
constItuted at least one full tIme purchasmg agent Job I am not persuaded, how
ever that It was sufficIent to constItute two such Jobs
[49] Accordmgly I find that the employer dId move the headquarters of the
operatIOn m whIch the gnevors were employed from Sault Ste Mane to Thunder
Bay that the extent of the moved operatIOn was such that there was one full
tIme purchasmg agent posItIOn m It at ItS new locatIOn and that, accordmgly
AppendIx 13 reqUIred that the employer offer that posItIOn to the gnevors m ac
cordance wIth theIr semonty Mr KerhanovIch was more semor that Mr
Behrsm. HIS testImony that he would have accepted a transfer to Thunder Bay
was unchallenged The outcome for Mr Behrsm would have been no dIfferent,
therefore, If the employer had properly dIscharged the obhgatIOns that I have
found It had under AppendIx 13 Accordmgly Mr Behrsm s gnevance IS dIs
mIssed m ItS entIrety
[50] By way of remedy for ItS breach of AppendIx 13 the employer IS to com
pensate Mr KerhanovIch for any loss that the umon can demonstrate he suf
fered as a result of that breach, to the extent that that loss has not been mItI
gated and could not wIth reasonable effort have been mItIgated I note that the
claIm made on hIS behalf m that regard IS that If offered the transfer to Thunder
Bay Mr KerhanovIch would not have retIred at the end of 1996 but would have
taken the transfer and contmued to work for the mmIstry as a purchasmg agent
m Thunder Bay untIl he could retIre on a factor 90 basIs m May 1999 The eVl
dence from whIch the amount of compensatIOn payable would be determmed IS
22
not before me As I have already noted the partIes have agreed that thIS Issue
may be the subJect of a further hearmg If they are unable to resolve It them
selves
[51] I remam seIsed wIth the Issue of the amount of compensatIOn payable to
Mr KerhanovIch and any other Issue concermng the ImplementatIOn of thIS de
CISIOn.
Dated at Toronto thIS 18th day of May 2000
~V