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HomeMy WebLinkAbout2002-0052.Devlin.04-05-13 Decision Crown Employees Commission de ~~ Grievance Settlement reglement des griefs Board des employes de la Couronne ~-,... Suite 600 Bureau 600 Ontario 180 Dundas Sl. West 180 rue Dundas Ouest Toronto Ontario M5G 1Z8 Toronto (Ontario) M5G 1Z8 Tel. (416) 326-1388 Tel. (416) 326-1388 Fax (416) 326-1396 Telec. (416) 326-1396 GSB# 2002-0052 UNION# OLB087/02 IN THE MATTER OF AN ARBITRATION Under THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT Before THE GRIEVANCE SETTLEMENT BOARD BETWEEN Ontano LIqUor Boards Employees' Umon (DevlIn) Grievor - and - The Crown III RIght of Ontano (LIqUor Control Board of Ontano) Employer BEFORE M. V Watters Vice-Chair FOR THE UNION JulIa Noble Counsel Ontano LIqUor Boards Employees' Umon FOR THE EMPLOYER Gordon FItzgerald Counsel LIqUor Control Board of Ontano HEARING January 6 Apnl 7 & 8 2004 2 DeCISIon On the first day of heanng, held on January 6 2004 the partIes filed the folloWIng Agreed Statement Of Facts 1 The Gnevor commenced employment as a casual employee In 1986 and was promoted to a permanent part-tIme employee effectIve October 31 1988 and was promoted to a full-tIme customer servIce representatIve ("CSR") effectIve November 21 1994 2 A copy of the collectIve agreement IS attached hereto as AppendIx "A" 3 EffectIve November 5 2000 the Gnevor was assIgned to Store 182, whIch IS an "A" store located In Port CredIt. The Gnevor reported to the store manager Heather Cameron. 4 As a full tIme CSR, the Gnevor was scheduled to work 40 regular hours per week and was reqUIred to perform cash and stock dutIes He ran shIfts, whIch reqUIred hIm to be the person In control of the store, whIch reqUIred hIm to hold keys to the store, keys to the cash regIster balance deposIts and place deposIts Into the safe, and assIgmng work to and supervISIng other employees dunng that shIft. 5 The Gnevor was on duty on January 26 2002 At approxImately 2 31 p.m., the Gnevor attended the warehouse area of the store that IS located In the basement. He selected one case of Remy MartIn VSOP Cognac, CSPC#4101 and placed It on a conveyor belt whIch delIvered It to the ground floor near the door at the back area of the store He then returned to ground level and took the case of lIquor out the back door wIthout paYIng for It. Shortly thereafter he re-entered the bUIldIng wIthout the product. The case consIsted of twelve 750-ml bottles and the amount ofloss to the LCBO was $904.20 6 On February 7 2002, the Peel PolIce charged the Gnevor wIth one count of theft under $5 000 7 The Gnevor was Issued a NOm dated February 7 2002, attached hereto as AppendIx "B" 8 The Gnevor responded to the NOm by correspondence dated February 11 2002, attached hereto as AppendIx "C" 9 The Gnevor's employment was termInated by correspondence dated February 25 2002, attached hereto as AppendIx "D" 3 10 The Gnevor filed a gnevance, at Stage 3 dated February 28 2002, attached hereto as AppendIx "E" 11 As part of the appeal process In the Gnevor's applIcatIOn for Employment Insurance benefits, the Gnevor provIded a letter to Human Resources Development Canada. The letter IS dated May 6 2002 and IS attached hereto as AppendIx "F" 12 On September 12, 2003 the Gnevor pleaded guIlty to one count of theft under $5 000 He was sentenced to 6 months probatIOn. 13 The Gnevor IS not seekIng any back pay from the Employer as part of a remedy In thIS arbItratIOn. 14 The partIes agree that eIther party may supplement the above facts wIth addItIOnal VIva voce eVIdence at the heanng of thIS matter FolloWIng the filIng of the Agreed Statement Of Facts, counsel for the Umon advIsed that the gnevor had Just Informed the Umon on January 6 2004 that he had a gamblIng problem at the tIme matenal to thIS dIspute I was further Informed that, on the same date, the gnevor brought the problem to hIS doctor's attentIOn for the first tIme and that he requested a referral from hIS doctor to counsellIng for hIS gamblIng addIctIOn. In response to a questIOn from thIS Vice-Chairperson, It was learned that the gnevor also faIled to tell hIS cnmInallawyer about thIS addIctIOn for purposes of the cnmInal proceedIngs As a consequence of the above revelatIOn, the Umon asked that the heanng be adjourned for a penod of SIX (6) months so that the gnevor could commence a program of counsellIng. Counsel for the Umon asserted that such an adjournment would be of benefit to thIS process as It would lead to eVIdence from a counsellor relatIng to the gnevor's rehabIlItatIve potentIal It was argued that any prejUdICe to the Employer from a grant of the order requested would be mImmal gIven that there was no claim to back pay beIng advanced on behalf of the gnevor The Employer opposed the request for an adJ ournment. Counsel for the Employer noted that the Issue of gamblIng was beIng raised for the first tIme on the ImtIaI day of heanng and that It had not been the subject of dIscussIOn In any pnor medIcal report. He argued that even If a gamblIng problem eXIsted In January 2004 there was no way of establIshIng that such problem eXIsted at the tIme of the theft In January 2002 4 Mter consIdenng the respectIve submISSIOns, I IndIcated that I was prepared to adJourn the case for a penod of two (2) months so as to permIt the gnevor to obtaIn the counsellIng he sought. I observed that It would very lIkely enable the Umon to call a counsellor as a wItness to speak to the gnevor's rehabIlItatIve potentIal The partIes were advIsed that any eVIdence forthcomIng as a result of the adJournment would sImply form part of the mIX of eVIdence to be consIdered at the conclusIOn of the case In the determInatIOn of whether a substItuted penalty should be Imposed. In my Judgment, a short delay of thIS nature was unlIkely to preJudIce the Interests of the Employer Mter delIvenng thIS rulIng, the partIes agreed to Apnl 7 2004 as the second day of heanng. In substance, thIS amounted to an adJournment of three (3) months duratIOn. At the heanng on the ments, the Employer dId not call any wItnesses Instead, It relIed on the Agreed Statement Of Facts to support ItS case The gnevor and hIS sIster Ms Jenmfer Shannon DevlIn, were the only wItnesses called by the Umon. The Employer elected not to present any eVIdence In reply The gnevor IS forty-two (42) years of age and has a Grade XII educatIOn. He has three (3) teenage chIldren, all of whom are In school The gnevor separated from hIS wIfe In or about 1993 By all accounts, It was an acnmomous separatIOn. FolloWIng the separatIOn, the gnevor's eldest chIld lIved wIth hIm, whIle the two (2) youngest chIldren resIded wIth theIr mother The gnevor provIdes financIal support to the latter two (2) chIldren. The mantal breakdown resulted In the gnevor expenenCIng stress, anger and emotIOnal dIfficultIes DIfficultIes In secunng and enforcIng access nghts to the chIldren contributed to hIS upset and depressIOn. UltImately these condItIOns caused hIm to consult hIS famIly physIcIan, Dr LIng L Huang. The gnevor testIfied that Dr Huang then prescnbed antI-depressant medIcatIOn as well as tIme away from the workplace He claimed that the aforementIOned medIcatIOn dId not Improve hIS condItIOn. As IndIcated In the Agreed Statement Of Facts, the gnevor was workIng as a full-tIme customer servIce representatIve ("CSR") In Store #182, located In Port CredIt, at the tIme of the IncIdent relevant to thIS dIspute Performance appraisals were filed In respect of the pen ods May 1995-May 1997 July 1997-February 1998 and March, 2000-March, 2001 The first two (2) 5 appraisals record that the gnevor met all of the reqUIrements of hIS posItIOn. He receIved an overall performance ratIng of II SolId Performance II on the most recent appraisal I was Informed that, apart from the IncIdent here In Issue, the gnevor had a clear dIscIplInary record. The Umon filed a letter of commendatIOn forwarded to the gnevor In September 2001 by the MMC Group thankIng hIm for hIS support and assIstance WIth Manne FestIval 2001 and the Offshore Grand Pnx of Canada. It was the gnevor's eVIdence that he started gamblIng on a socIal basIs In 1985 wIth hIS In- laws, whom he descnbed as "race-track fanatIcs" He testIfied that hIS gamblIng got progressIvely worse after the breakdown of hIS mamage The gnevor stated that, whIle he gambled at several racetracks, the bulk of hIS gamblIng was done at WoodbIne as that locatIOn was easIly accessible from both home and work. The gnevor claimed that hIS gamblIng InItially focused on horses and off-track bettIng. He advIsed, however that hIS focus changed to slot machInes folloWIng the opemng of a caSInO at the WoodbIne locatIOn In or about 1993 The gnevor advIsed that from the mId-1990s untIl January 2002, he would gamble as often as he could. He estImated that he gambled between four (4) and seven (7) days each week. The gnevor described hIS behavIOr at the WoodbIne CasIno as "erratIc" In hIS words, he "always wanted to be there" He stated that, on occaSIOn, he would stay at the caSInO tIll ItS cloSIng at 3 00 a.m The gnevor maIntaIned that he would spend between twenty dollars ($20 00) and one thousand dollars ($1 000 00) per VISIt dependIng on what amount he had wIth hIm. He commented as follows wIth respect to the extent of hIS gamblIng "If I had money I'd spend It; If I dIdn't, I'd borrow It II The gnevor IndIcated that he borrowed from both hIS famIly and fnends to sustaIn hIS habIt. He testIfied that he would mIslead hIS famIly as to the reason for hIS need for funds. He stated that he dId, however tell hIS fnends that he reqUIred money In order to gamble The gnevor stated that he borrowed money from between SIX (6) and ten (10) people and that three (3) or four (4) of these IndIVIduals were never repaid the fifty dollars ($50 00) to two hundred dollars ($200 00) whIch was OWIng to them. The gnevor explaIned that hIS fnends eventually stopped loamng hIm money as he was not paYIng them back. At the heanng, the gnevor acknowledged that hIS gamblIng behavIOr was a problem and that It, ultImately led hIm to steal from the Employer The gnevor asserted that as of the tIme of the 6 IncIdent, he was barely keepIng hIS head above water financIally He stated In thIS regard that, "I was In a down, I couldn't get money anymore II The gnevor claimed that he was gamblIng a lot In January 2002 He descnbed hImself as then beIng under consIderable stress and unable to eIther thInk straight or pnontIze hIS daily lIfe The gnevor maIntaIned, however that he stopped gamblIng on February 7 2002, the day of hIS arrest, and that he has not gambled SInce As mentIOned prevIOusly Ms. Jenmfer Shannon DevlIn, the gnevor's sIster gave eVIdence In thIS proceedIng. Ms DevlIn works as a Legal AssIstant. She advIsed that she was aware of the theft and her brother's convIctIOn In respect of the charges laid. Ms DevlIn testIfied that pnor to 2001 she accompamed the gnevor to gamble approxImately SIX (6) tImes per year She estImated that she saw hIm gamble about five (5) tImes In the one (1) year penod precedIng the theft. It was her eVIdence that they went to WoodbIne CaSInO and Niagara CasIno eIther spontaneously or on socIal occaSIOns She recalled that when they went gamblIng together the gnevor would spend whatever money he had wIth hIm and, at tImes, would access a back machIne to obtaIn more money Ms DevlIn stated that she was not aware her brother had a gamblIng problem tIll mId-2002 She advIsed that the famIly then had a meetIng to dISCUSS how they could assIst hIm financIally In her words, the famIly members present were II leanIng II on the gnevor Ms. DevlIn testIfied her brother then Informed the famIly that he had spent all of hIS money gamblIng and that gamblIng had led hIm to commIt the theft. In a response to a questIOn from thIS Vice-Chairperson, Ms DevlIn IndIcated that she last saw the gnevor gamble at a famIly bIrthday event In August, 2001 The IncIdent matenal to thIS case occurred on January 26 2002 whIle the gnevor was workIng the day shIft at Store # 182 The gnevor testIfied that around the lunch hour a person he knew from WoodbIne CaSInO entered the Store He stated that he knew thIS IndIVIdual as Jack. He claimed that he dId not know Jack's surname The gnevor advIsed that he had seen Jack on about SIX (6) occaSIOns at the caSInO He also belIeved he had seen Jack In Store #182 prevIOusly but was unsure If Jack knew that was hIS workplace 7 It was the gnevor's eVIdence that he and Jack talked for a few mInutes and that they then made "an arrangement II pursuant to whIch he would gIve Jack some of the LCBO's product In return for four hundred dollars ($400 00) to be paid later that evemng at the caSInO The gnevor dId not dIspute the descnptIOn of the transactIOn as contaIned In paragraph five (5) of the Agreed Statement Of Facts He maIntaIned that he entered Into thIS scheme as he wanted to go to WoodbIne CaSInO that day but dId not have funds avaIlable to do so The gnevor testIfied that Jack said he could do the gnevor a favour If the gnevor would do hIm a favour In return. The gnevor acknowledged that he qUIckly caught the gISt of Jack's suggestIOn. He claimed that he was "hesItant at first" but that he decIded to partIcIpate In the plan as It would enable hIm to attend the caSInO later that day I recorded the folloWIng comment relatIng to hIS motIvatIOn at the tIme II then It Just came InsIde of me, I Just have to do thIS because I want to go" The gnevor asserted that Jack, contrary to theIr arrangement, never showed up at the caSInO Indeed, he claimed that he never saw Jack agaIn. The gnevor noted that he ultImately receIved nothIng for the case of lIquor whIch he gave to thIS acquaIntance The gnevor acknowledged that he stole to feed hIS own purposes Dunng hIS testImony he expressed the folloWIng sentIments concernIng hIS conduct: "I feel bad about It. I know It was a stupId thIng to do However I don't do It anymore I don't gamble I have a ton of thIngs to occupy my tIme, my kids II The gnevor demed that he ever engaged In sImIlar transactIOns wIth Jack or any other person. He further demed commIttIng any other acts of theft from the LCBO or elsewhere to SUbsIdIze hIS gamblIng. FolloWIng the events of February 7 2002, the gnevor responded to the Employer by letter of February 11 2002 The letter dIrected to Mr Gus Loukas, DIstnct 12 Manager reads "I cannot express my apologIes enough to yourself or my fellow staff- members My career wIth the L C.B 0 means very much to me and stIll offer my servIces If so reqUIred. The L C.B 0 has treated me very well, and alleged IncIdent I would lIke to dISCUSS further In detail wIth yourself and Board Members I sIncerely apologIze agaIn for any embarrassment or dIStruSt that thIS problem has caused by collegues (SIC) and fnends II 8 The gnevor's InItial applIcatIOn for Employment Insurance benefits was demed. As a consequence, he wrote the folloWIng letter of May 6 2002 to Human Resources Development Canada. II AttentIOn. Appeals DIVISIOn Dear SIr/Madam In response to your letter dated Apnl 19 2002 denYIng me Unemployment Insurance benefits I am appealIng thIS decIsIOn. AccordIng to your agent, speaking wIth an employee of the L C.B 0 she was told I lost my employment wIth them due to an alleged IncIdent, whereby they claim they have a vIdeo of me stealIng product. ThIS IS totally bIased InfOrmatIOn gIven by the company It would be more appropnate to have said for "cause" There IS no eVIdence oftheft. What they have IS a surveIllance vIdeo of myself takIng out garbage, as thIS IS normal for thIS establIshment. ThIS IncIdent IS currently In the courts and the company IS draggIng ItS heels In provIdIng my lawyer access to pertInent InformatIOn. It IS also In the hands of the Umon who IS fightIng thIS dIsmIssal on my behalf The InfOrmatIOn the company IS proVIdIng IS preventIng me from benefits or any other gaInful employment. I understand It IS agaInst the law to label anyone wIth slanderous allegatIOns Therefore, I belIeve there IS no basIs for beIng demed Unemployment Insurance benefits I look forward to heanng from you. Yours truly DavId B DevlIn cc Nick FaIeta, LLB" In cross-eXamInatIOn, the gnevor agreed that hIS reference In the letter to "takIng out garbage II was a fabncatIOn. He further agreed that he accused the LCBO In hIS correspondence, oflYIng to Human Resources Development Canada. By way of explanatIOn of the letter's content and tone, the gnevor 9 stated that he had receIved no money and there was no other way he could get any UltImately the gnevor dId obtaIn Employment Insurance benefits In response to a questIOn from counsel for the Employer he seemed to agree that he was not really entItled to the benefits The gnevor IndIcated that he has not repaid the benefits to date but asserted he would do so If that was made a condItIOn of reInstatement. As noted In paragraph twelve (12) of the Agreed Statement Of Facts, the gnevor pleaded guIlty on September 12, 2003 to one (1) count of theft under five thousand dollars ($5 000 00) and was sentenced to a penod of SIX (6) months probatIOn. The ProbatIOn Order stated, Inter alIa, that the gnevor was to "commence any counsellIng as recommended by your probatIOn officer wIth relatIOn to depressIOn or otherwIse" The gnevor testIfied that hIS ProbatIOn Officer advIsed hIm to contInue seeIng hIS famIly doctor The above-mentIOned penod of probatIOn was completed by the gnevor It IS clear that at the sentencIng, reference was made to the gnevor's mantal problems and to hIS related depressIOn. The gnevor's problem wIth gamblIng was not the subJect of any comment as the gnevor dId not Inform hIS cnmInal counsel of the problem. In cross-eXamInatIOn, the gnevor acknowledged he understood that any explanatIOn he mIght provIde for hIS mIsconduct would be helpful at the sentencIng stage of the process The gnevor offered a vanety of reasons for not tellIng hIS counsel that he had a gamblIng problem. He asserted that he was under the assumptIOn he would "WIn the cnmInal case" He then added that he thought he would only get probatIOn and for that reason elected not to tell hIS lawyer Lastly the gnevor claimed he neglected to mentIOn the problem because he was In demal The gnevor was not ordered by the cnmInal court to make restItutIOn to the LCBO It was hIS eVIdence that he IndIcated he was prepared to make restItutIOn and that hIS parents had a cheque wIth them on the day of sentencIng. It IS clear however that the ProbatIOn Order dId not on ItS face reqUIre hIm to make restItutIOn. The gnevor testIfied that he returned to the Court Office on several occaSIOns to questIOn the omISSIOn. AddItIOnally he spoke to both hIS lawyer and ProbatIOn Officer about the matter UltImately the gnevor on January 6 2004 thIS beIng the first day of heanng In thIS proceedIng, provIded a senes of post-dated cheques to the Employer each In the amount of 10 twenty dollars ($20 00) payable on the fifteenth of each month commenCIng In January 2004 The gnevor stated he would contInue to provIde cheques In thIS fashIOn untIl the debt IS paid off The gnevor testIfied that the cnmInal convIctIOn had a "devastatIng effect" on he and hIS famIly He stated that hIS parents and sIblIngs now look at hIm In a dIfferent lIght. He expressed the OpInIOn that lilt wIll take a whIle to earn theIr trust back" The gnevor further asserted that he has learned a lesson and that a sImIlar act IS "certaInly not gOIng to happen a second tIme" Ms DevlIn stated that after lOSIng hIS Job at the LCBO the gnevor became depressed. It was her assessment that he lost hIS pnde and self esteem. She noted that from a financIal perspectIve, the loss of thIS Job "almost ruIned hIm" Ms. DevlIn testIfied that the gnevor womed about lOSIng custody of hIS oldest chIld and access to the two (2) younger chIldren. She explaIned that thIS concern was due, In part, to the gnevor's InabIlIty to make chIld support payments InMs DevlIn's words, the gnevor "lost everythIng when he lost hIS Job" She further observed that after the convIctIOn, her brother was extremely depressed and wIthdrawn to the extent that hIS famIly became very concerned about hIS emotIOnal well beIng. The gnevor testIfied that he secured two (2) Jobs In the Fall of 2003 Dunng the day he welds electncal systems on motonzed vehIcles at a steel manufactunng company The gnevor advIsed that he obtaIned thIS Job through a fnend who works for the company On two (2) to three (3) evenIngs each week and on weekends, the gnevor works at a restaurant. It was hIS eVIdence that the combIned Income from these two (2) Jobs does not match the salary he made when working for the Employer He also noted that he now sees lIttle of the chIld who resIdes wIth hIm gIven hIS work schedule As prevIOusly mentIOned, the gnevor dId not dIsclose hIS gamblIng problem to the Umon untIl the first day of heanng on January 6 2004 Thereafter he made arrangements to seek assIstance through Gamblers Anonymous He stated that he now attends Gamblers Anonymous meetIngs tWIce each week. The gnevor advIsed that theIr program IS geared towards havIng the gambler recogmze theIr problem and aVOId demal AddItIOnally steps are offered to aVOId or mInImIZe the Impulse to gamble All of thIS IS done In a group settIng. A seventeen (17) page booklet was filed In thIS proceedIng outlInIng the hIStOry of Gamblers Anonymous, a descnptIOn of 11 the orgamzatIOn, the Recovery Program, the Umty Program, compulsIve gamblIng and Gamblers Anonymous and "Twenty QuestIOns" In cross-eXamInatIOn, the gnevor was asked why he sought out Gamblers Anonymous gIven hIS eVIdence that he ImmedIately stopped gamblIng In February 2002 upon hIS arrest. He replIed that hIS counsel suggested lilt would be helpful" to hIm. The gnevor repeated that he IS no longer IS demal and that he does not gamble any more He observed that lito a certaIn degree II Gamblers Anonymous has helped hIm "recogmze It was a problem" Ms DevlIn, In her eVIdence, expressed her understandIng that the gnevor attends two (2) meetIngs of Gamblers Anonymous each week. She stated that to the best of her knowledge, her brother IS not gamblIng. It IS her belIef that he "has been tryIng very hard to rebUIld hIS lIfe" The sole medIcal report of any substance, whIch was filed In thIS case, IS a medIcal note of Dr Huang dated August 13 2003 Her report reads liRe: David Devlin DOB: 14/0ct/1961 DavId came to see me on March 18th, 2002 wIth symptoms of depressIOn, Ie Insomma, anhedoma, no motIvatIOn, poor concentratIOn, loss of appetIte, mIxed feelIngs of helplessness, anger sadness, apathy and agItatIOn due to Issues WIth hIS employer He was gIven Effexor (antIdepressant) but stopped It after two weeks when he expenenced an Increase of feelIngs of anger towards the unfairness of hIS cIrcumstances SInce then, he has seen me on several occaSIOns for SupportIve psychotherapy tensIOn headaches, anxIety and depressIOn. He also has been strugglIng financIally and workIng In whatever Job he can to survIve From January 1994 to November 1997 he saw me regularly for SupportIve therapy due to depressed and anxIOUS mood from mantal breakup He had to take stress leave from work for two months In June, 1997 when the stress was unbearable I trust thIS InfOrmatIOn IS sufficIent for your needs II The gnevor In hIS eVIdence, acknowledged that he dId not Inform Dr Huang of hIS gamblIng problem or that he stole from hIS Employer untIl the first day of thIS heanng. The gnevor testIfied that, whIle he could acknowledge weakness stemmIng from hIS famIly problems, he dId not want to exhIbIt any weakness related to gamblIng. He made the folloWIng comment on thIS aspect of the case "I dIdn't want to be labelled as weak lIke an alcoholIc or drug addIct" With respect to 12 hIS act of theft, the gnevor advIsed that he dId not Inform Dr Huang of same as he was stIll In demal as of March, 2002 He added that, lilt'S not somethIng you Just tell people" Dunng the course of the heanng, the gnevor apologIzed for stealIng from the Employer He descnbed hIS theft on January 26 2002 as "an act of stupIdIty and selfishness" The gnevor asked for reInstatement and IndIcated he would do anythIng asked of hIm In order to get hIS Job back. In cloSIng argument, counsel for the Employer revIewed the folloWIng authontIes OLBEU (Huvos) and LCBO (2003), GSB No 0710/03 (Abramsky) OLBEU (LInton) and LCBO (1995), GSB No 1429/92 (Gray) OLBEU (DeLaurentIs) and LCBO (1995), GSB No 10 16/93 (MarszewskI) OLBEU (Leon MenzIes) and LCBO (1983), GSB No 102, 126/83 (Weathenll) OLBEU (Hill) and LCBO (1987), GSB No 0054/86 (Draper) Re Grober Inc. and Umted Food and CommercIal Workers, Local 175 (2002), 109 L.AC (4th) 53 (WillIamson) Canada Post Corp. and CanadIan Umon of Postal Workers (Zachar Gnevance), (1998) C.L.AD No 811 (ShIme) Re Government of the ProVInce of BntIsh Columbia and BntIsh Columbia Government and ServIce Employees' Umon (2001), 102 L.AC (4th) 289 (NordlInger) Re PublIc General HosPItal SocIety Of Chatham and ServIce Employees' Umon, Local 210 (1991), 23 L.AC (4th) 35 (Hinnegan) Durham CatholIc DIstnct School Board v. CanadIan Umon of PublIc Employees, Local 218 (Pantalleresco), (1998) O.L.AA No 664 (Roberts) Re LIVIngston DIstributIOn Centres Inc. and Teamsters Umon, Local 419 (1996), 58 L.AC (4th) 129 (MacDowell) Re Molson Brewenes (Toronto) And CanadIan Umon Of Brewery And General Workers, Component 325 (1994), 44 L.AC (4th) 398 (Mitchmck) Counsel for the Employer argued that the above awards stand for the folloWIng proposItIOns 1 Theft IS a fundamental breach of the trust reqUIred In an employment relatIOnshIp 2 DIscharge IS pnma facIe the appropnate response to an act of theft on the part of an employee, 3 An onus eXIsts on the Umon to establIsh why the sanctIOn of dIscharge IS not applIcable In the CIrcumstances of the case, 13 4 If any InCapacIty or addIctIOn IS pleaded In an effort to mItIgate the penalty on the basIs the employee IS not wholly responsible for the act of theft, medIcal eVIdence must be led to establIsh the eXIstence of the InCapacIty or addIctIOn and to show a nexus between the problem and the theft. Further medIcal eVIdence must be led to establIsh that the InCapacItatIOn no longer eXIsts, 5 If a medIcal problem IS asserted, there must be a prompt attempt to get rehabIlI tatIOn, 6 GenuIne remorse must be shown for the act leadIng to the dIscIplIne 7 There must be a prompt admIssIOn of wrong dOIng; 8 If any doubts eXIst about the gnevor's Inherent honesty then the dIscharge must be upheld, and, 9 The factor of deterrence IS a legItImate concern. Counsel for the Employer argued that, In thIS case, the gnevor clearly arranged wIth a thIrd party to commIt a theft of product from Store #182 He suggested that the theft was camed out In a calculated fashIOn and was not a spur-of-the-moment decIsIOn. In thIS regard, I was asked to conclude that the gnevor's descnptIOn of events InvolvIng Jack do not "nng true" Counsel noted that the gnevor's conduct resulted In a cnmInal convIctIOn. Counsel referenced paragraph four (4) of the Agreed Statement Of Facts whIch lIsts the gnevor's dutIes, as follows "He ran shIfts, whIch reqUIred hIm to be the person In control of the store, whIch reqUIred hIm to hold keys to the store, keys to the cash regIster balance deposIts and place deposIts Into the safe, and assIgmng work to and supervISIng other employees dunng that ShIft." On hIS analysIs, the gnevor occupIed a posItIOn of trust In the Store It was the Employer's submIssIOn that the trust necessary to sustaIn the employment relatIOnshIp was shattered by the events of January 26 2002 Counsel further suggested that the gnevor persIsted In hIS dIshonesty In hIS subsequent dealIngs wIth Human Resources Development Canada around Employment Insurance benefits From the perspectIve of the Employer the gnevor provIded a dIshonest explanatIOn of the CIrcumstances In hIS letter of May 6 2002 to Human Resources Development Canada. Counsel observed that the gnevor made no effort to repay the benefits to whIch he was not stnctly entItled. He also stressed that, In the aforementIOned letter the gnevor accused the 14 Employer oflYIng and beIng bIased agaInst hIm. It was argued that thIS letter reflected the gnevor's "true feelIngs II towards the LCBO In substance, counsel maIntaIned that the gnevor's act of theft, In conJunctIOn wIth hIS subsequent conduct, calls Into questIOn the level of hIS Inherent honesty On the Employer's assessment of events, the gnevor faIled to exhIbIt real remorse In the aftermath of hIS cnme Counsel referred to the gnevor's letter of February 11 2002 to Mr Loukas In whIch he spoke of the "alleged IncIdent" and "thIS problem" It was suggested that the apology contaIned thereIn was "hazy at best" Counsel further referenced the May 6 2002 letter to Human Resources Development Canada mentIOned In the paragraph ImmedIately above It was submItted that these two (2) letters demonstrate that the gnevor faIled to acknowledge the gravIty of hIS wrongdoIng. Counsel asserted that the gnevor's expreSSIOn of remorse at the heanng was not genUIne He expressed the OpInIOn that lito the extent the gnevor IS sorry he IS sorry he got caught II On thIS pOInt, counsel emphasIzed that the gnevor dId not attempt to make restItutIOn to the Employer untIl after the first day of heanng, thIS beIng almost two (2) years after the IncIdent resultIng In hIS dIscharge Counsel next turned hIS attentIOn to the gnevor's assertIOn that he had a gamblIng problem and that thIS problem caused hIm to steal from the Employer Counsel argued that the gnevor's eVIdence connectIng the theft to a gamblIng problem IS "completely unrelIable" In the alternatIve, he suggested that the gnevor advanced thIS explanatIOn as "an unJustIfiable crutch to aVOId taking responsibIlIty for the theft" Counsel's arguments on thIS Issue may be summanzed, as follows (i) counsel noted that the gnevor dId not tell Dr Huang he had a gamblIng problem when he saw her In March, 2002 Rather he dId not Inform her of the alleged problem untIl January 6 2004 the first day of heanng In thIS case On counsel's analysIs, the gnevor provIded no satIsfactory explanatIOn for why he chose not to tell hIS famIly doctor about the gamblIng problem, and ItS effects on hIm, In a more tImely fashIOn. He suggested that the gnevor dId not do so because he dId not, In fact, have a gamblIng problem, (iI) counsel observed that no medIcal eVIdence was presented to substantIate the eXIstence of a gamblIng problem or addIctIOn at the tIme of the theft or to establIsh that there was a nexus between such a condItIOn and the mIsconduct. He observed that thIS type of supportIng eVIdence was forthcomIng In many of the authontIes relIed on by the Employer Counsel argued that It IS not enough for people to self dIagnose theIr addIctIOns In hIS 15 VIew the fact that the gnevor enJoyed gamblIng does not mean he was addIcted. He submItted, rather that the gnevor resorted to theft because he was short of money and wanted to go to the caSInO on the mght of the IncIdent. Counsel asserted that the need for money caused the gnevor to steal from hIS Employer not a gamblIng problem. It was further noted that the medIcal eVIdence filed related to depressIOn. Counsel stressed that neIther the gnevor nor Dr Huang suggested that the theft was connected to depressIOn, (ill ) counsel submItted It IS sIgmficant that the gnevor made no effort to obtaIn medIcal or other assIstance for the alleged gamblIng problem untIl the first day of the heanng In thIS matter In hIS Judgment, the lack of a tImely effort to address the problem suggests that It was not a legItImate problem but, Instead, was one manufactured so as to provIde an explanatIOn for the wrongful conduct. Counsel emphasIzed that the gnevor dId not start a program wIth Gamblers Anonymous untIl after January 6 2004 and, then, only at the suggestIOn of hIS counsel because It would be helpful to hIS posItIOn. Counsel described thIS InItIatIve as a "strategIc" or "tactIcal move" In any event, he argued that the eVIdence relatIng to the gnevor's attendance at Gamblers Anonymous IS Irrelevant In the absence of any probatIve medIcal eVIdence, (iv) counsel focused on the gnevor's statement that he qUIt gamblIng In February 2002 and has not gambled SInce It was counsel's submIssIOn that thIS abrupt stop demonstrates that there was not a senous problem In the first place Counsel also referred to the eVIdence as to the gnevor's borrowIng from fnends to support hIS gamblIng habIt. He noted that thIS eVIdence was uncorroborated and asked that an adverse Inference be drawn gIven that no Independent wItness was called by the Umon to testIfy about the gnevor's II out of control behavIOr" (v) counsel referenced the fact that the gnevor dId not raise the gamblIng problem In the cnmInal proceedIngs whIle hIS other famIly and emotIOnal problems were addressed. In counsel's VIew thIS faIlure casts "extraordInary doubt" on the legItImacy of the claim as to the eXIstence of a gamblIng problem, especIally gIven what the gnevor potentIally stood to lose from a convIctIOn on the charge He also stated It was Important to recall Ms DevlIn's eVIdence that her brother told hIS famIly about a gamblIng problem In mId-2002 Counsel asserted that the gnevor therefore, could not have been In demal, as claimed, (VI) counsel noted that no medIcal eVIdence was presented In thIS Instance to establIsh that any underlYIng condItIOn has been corrected. Put another way there IS no medIcal or other expert eVIdence relatIng to the extent of the gnevor's rehabIlItatIOn. Counsel argued that, as a consequence, It IS Impossible to conclude that the gnevor's chances of reoffendIng In future are remote 16 Counsel for the Employer submItted that the sanctIOn of dIscharge was II proportIOnal II to the gnevor's level of mIsconduct In all of the CIrcumstances of thIS case He suggested that the fact the gnevor IS a long servIce employee should work agaInst hIm In the sense that more trust IS reposed In such an employee, such that they have a greater opportumty to commIt acts of theft. In a sImIlar veIn, counsel argued that deterrence IS a legItImate consIderatIOn In a case such as thIS He maIntaIned that a poor message would be sent to other employees If the gnevor was reInstated. In hIS words, It would be "an encouragement, a vIrtual lIcence to steal" UltImately It was the Employer's posItIOn that there IS no eVIdence to JUStIfy the gnevor's reInstatement and, accordIngly the gnevance should be dIsmIssed. The Umon, In response, acknowledged that the gnevor's act of theft amounted to senous mIsconduct whIch warranted some form of dIscIplIne The Umon's counsel submItted, however that In all of the CIrcumstances dIscharge IS not the appropnate penalty I was asked to exerCIse dIscretIOn pursuant to sectIOn 48(17) of the Labour RelatIOns Act, 1995 and to SubstItute a suspensIOn wIthout pay from the termInatIOn to the date of reInstatement, In place of the dIscharge Counsel observed that thIS would equate wIth an unpaid suspenSIOn for a penod In excess of two (2) years I was asked to consIder the gnevor's personal CIrcumstances and to balance hIS rehabIlItatIve potentIal agaInst the Employer's Interests Counsel for the Umon revIewed the folloWIng authontIes In cloSIng argument OLBEU (Reed) and LCBO (1992), GSB No 1165/91 (Watters) OLBEU (CreIghton) and LCBO (1992), GSB No 1908/89 (Keller) OPSEU (MenzIes) and Mimstry of TransportatIOn (1991), GSB No 751/91 (WaIsglass) OLBEU (Campanaro) and LCBO (1995), GSB No 2232/93 (Watters) Re CanadIan BroadcastIng CorporatIOn And CanadIan Umon Of PublIc Employees (1979), 23 L.AC (2d) 227 (Arthurs) It was counsel's submIssIOn that a readIng of these cases suggests arbItrators have recogmzed that termInatIOn IS not the automatIc penalty whIch must result from an act of theft. Counsel next revIewed, In general terms, the nature of the gnevor's personal CIrcumstances at the tIme of the theft. In thIS regard, she focused on the folloWIng (i) the gnevor's marnage had broken down caUSIng hIm to become depressed and creatIng a negatIve 17 effect on hIS relatIOnshIp wIth hIS three (3) chIldren, (iI) the gnevor was gamblIng excessIvely and compulsIvely (ill) the gnevor was short of money due, In part, to hIS gamblIng losses and (iv) the gnevor stole from hIS Employer to obtaIn funds wIth whIch to gamble Counsel submItted that gIven these cIrcumstances, the gnevor was "not eXerCISIng sound Judgment at the tIme" Counsel for the Umon next addressed the mItIgatIng factors present In thIS case Her argument on thIS aspect of the case maybe summanzed, as follows (i) the gnevor made a frank acknowledgement of wrongdoIng at thIS heanng and at hIS cnmInal tnal, (iI) the gnevor IS contnte and remorseful, (ill ) the gnevor IS In the process of making restItutIOn to the Employer by way of affordable monthly Installments, (iv) the gnevor has already paid a senous pnce for hIS actIOns gIven that he was charged cnmInally and convIcted of the offence oftheft; (v) the gnevor's mIsconduct was attnbutable to hIS famIly and emotIOnal problems but most of all to hIS gamblIng problem Counsel submItted It IS clear from the eVIdence of both the gnevor and hIS sIster that the former had a gamblIng problem at the tIme matenal to thIS dIspute She referenced the progressIOn In the gnevor's gamblIng from the mId-1980's to January 2002 What started as a socIal event wIth hIS In-laws at the racetrack progressed to the level of exceSSIve and compulsIve gamblIng folloWIng the opemng of the WoodbIne CasIno In or around 1993 Thereafter on her VIew of the eVIdence, the gnevor gambled five (5) to SIX (6) mghts each week and was compelled to borrow from famIly and fnends to support hIS habIt. Counsel noted that the gnevor dIsclosed hIS problem to hIS famIly In mId-2002 She suggested that he IS a "closed and pnvate person" and only told hIS Immediate famIly when pressed and at a tIme when the consequences of gamblIng had reached II dIsastrous proportIOns" Counsel submItted that thIS, together wIth the fact he was ashamed, explaIns why he dId not Inform hIS doctor of the problem pnor to January 2004 I was urged to find that there IS "a nng of truth II to the gnevor's eVIdence about hIS gamblIng; (VI) the gnevor has taken steps towards hIS rehabIlItatIOn. Counsel noted that the gnevor attends Gamblers Anonymous meetIngs and contInues to receIve counsellIng from Dr Huang. Counsel conceded that the gnevor's admIssIOn of a gamblIng problem In January 2004 was "late In the day II She 18 referenced the gnevor's explanatIOn that he was In demal pnor to that tIme and was not prepared to admIt to thIS weakness On her VIew thIS InSIght on the part of the gnevor reflects the fact that he has "a chance at recovery II Counsel also noted that the gnevor's late admIssIOn affected the amount of rehabIlItatIOn he could obtam. She stated that further treatment or counsellIng could be Included as a term of any reInstatement; (Vll ) counsel argued that the lack of medIcal eVIdence IS understandable gIven that doctors refer people wIth gamblIng problems to Gamblers Anonymous, and not VIce versa. In any event, she submItted that medIcal eVIdence IS not a precondItIOn to reInstatement. AgaIn, she suggested that any perceIved deficIency could be dealt wIth by way of a condItIOn the gnevor complete a program of rehabIlItatIOn through an accredIted counsellIng facIlIty (V111 ) the gnevor IS a person who exercIsed bad Judgment, rather than beIng a hardened cnmInal (ix) the gnevor IS a long servIce employee havIng worked for the LCBO for seventeen (17) years Counsel stressed that he was a good employee as reflected In hIS performance appraisals and the commendatIOn from a customer She further noted that, apart from thIS IncIdent, the gnevor has a clear dIscIplInary record, (x) counsel asked me to consIder the economIC Impact of dIscharge In VIew of the gnevor's personal sItuatIOn. She referenced the fact he supports three (3) chIldren, one (1) of whom resIdes wIth hIm, and that hIS post termInatIOn Income IS less than before She observed that the gnevor now has less tIme to spend wIth the chIld resIdIng wIth hIm as he must work at two (2) Jobs to support hImself and hIS famIly Counsel added that the gnevor IS not partIcularly qualIfied for another trade or career (XI) lastly counsel argued that the gnevor IS unlIkely to engage In sImIlar conduct, If reInstated. From her perspectIve, the gnevor has learned hIS lesson and IS no longer gamblIng. AddItIOnally he now understands and apprecIates the effect that hIS compulsIve behavIOr has had on hIS lIfe In the final analysIs, I was urged to focus on the gnevor's rehabIlItatIve potentIal rather than to adopt a pumtIve approach. It was the posItIOn of the Umon that sufficIent mItIgatIng factors eXIst In thIS case to support the SubstItutIOn of a lesser penalty For all of the above reasons, counsel asked that the gnevor be reInstated wIth the folloWIng condItIOns (i) he contInue to make restItutIOn to the Employer (iI) he contInue to seek assIstance from a rehabIlItatIve program for a penod deemed appropnate by thIS Vice-Chairperson, (ill) any further act of theft would result In the gnevor's Immediate dIsmIssal wIthout a nght to gneve other than to challenge the veracIty of the allegatIOns, (iv) the termInatIOn 19 would be replaced wIth a suspensIOn wIthout pay In respect of the tIme penod between the date of termInatIOn and reInstatement; and (v) such further and other condItIOns as deemed Just and appropnate It IS apparent from a readIng of the awards filed In thIS proceedIng that the Gnevance Settlement Board has consIstently vIewed acts of employee theft as a very senous offence In OLBEU (Wells) and LCBO (1982), GSB No 2/82 (Venty), the Board stated as follows "Theft or attempted theft In any form from any Employer by an Employee, regardless of the value of the stolen goods, does constItute Just cause for the ImposItIOn of dIscIplIne by the Employer DIshonesty In any form IS completely unacceptable to the Employer-Employee relatIOnshIp Theft or attempted theft of the Employer's property by an Employee IS a fundamental breach of the trust relatIOnshIp between the Employer and the Employee The LIqUor Control Board of Ontano has the nght to antIcIpate a hIgh degree of honesty from ItS Employees, and a deViatIOn from that standard must be dealt wIth In keepIng wIth the gravIty of the offence II (pages 9-10) The expectatIOn that employees of the LCBO wIll conduct themselves In an honest and forthnght fashIOn was the subJect of further comment In Re OLBEU (Blackmore) and LCBO, GSB No 315A/84 (Draper) The Board there observed. "CertaInly the LCBO IS especIally vulnerable to theft and attempted theft of ItS property Its employees are InevItably presented wIth temptIng opportumtIes for dIshonest behavIOr and there are practIcal lImIts to the secunty measures that can be taken to guard agaInst the mIsappropnatIOn of money or goods. We do not go so far as to say that employees, by reason merely of theIr employment by the LCBO are any more to be consIdered as occupYIng posItIOns of trust than are other categones of publIc servants We do nonetheless, recogmze that the nature of theIr employment reqUIres that they conform to a hIgh standard of personal conduct. II (page 5) The reasomng expressed In the above two (2) excerpts has been prevIOusly accepted and applIed by thIS Vice-Chairperson In both the Reed and Campanaro awards In the former decIsIOn, the Board started ItS analysIs from lithe premIse that employee theft IS a senous matter as It 20 undermInes the element of trust whIch IS fundamental to a sound employer-employee relatIOnshIp II (page 9) The Junsprudence of the Gnevance Settlement Board also dIscloses that dIscharge IS consIdered, pnma facIe, to be an appropnate dIscIplInary response to an act of theft on the part of an employee workIng for the LCBO In the Hill award, the Board commented as follows on thIS pOInt "Pnma faCIe, dIsmIssal IS the appropnate employer response to theft of ItS property by an employee The reason said to underlIe thIS VIew IS that the loss of trust that InevItably follows such an offence, partIcularly where there has been specIal relIance on the honesty of the employee, Irreparably damages the employment relatIOnshIp SuspensIOn and reInstatement IS an alternatIve to be consIdered only If persuasIve mItIgatIng factors are present. II (page 5) ThIS approach was accepted by the panel In Reed. The relevant part of that award reads "It IS apparent, from a readIng of the awards provIded to us, that each case IS somewhat umque and that the ultImate result depends on the specIfic facts and CIrcumstances as found therem. Nevertheless, gIven the senousness of the offence of theft, we thInk that the penalty of dIscharge IS, pnma faCIe, an acceptable Employer response to such conduct. ThIS IS not to suggest, however that It must be the automatIc response In every case In determInIng the appropnateness of the response the Employer and Indeed thIS Board, must have regard to any mItIgatIng cIrcumstances of a persuaSIve nature ThIS Includes any eVIdence eXIstIng whIch would suggest that the employee may be rehabIlItated through other forms of correctIve dIscIplIne less than dIscharge II (pages 9-10) In the recent decIsIOn In Huvos, the gnevor who was a probatIOnary full-tIme CSR, vOIded actual transactIOns and processed fiCtItIOuS 'return to stock' forms over a two (2) day penod on seven (7) separate occaSIOns and, In the process, stole $37640 from the Employer The Gnevance Settlement Board, In that Instance, commented as follows VIS a VIS the status of a CSR. liAs a CSR, the gnevor held a posItIOn of trust. He performed cash and stockroom dutIes. He ran shIfts, whIch placed hIm In control of the store wIth control of the keys to the store and the keys to the cash regIster He was reqUIred to balance the deposIts and place deposIts Into the safe The eVIdence IS undIsputed that the gnevor 21 abused that posItIOn of trust. His actIOns were an abuse of trust of hIS posItIOn, the Employer and the publIc His actIOns clearly constItuted cause for dIscharge II (page 10) It IS clear that the gnevor In thIS case performed almost IdentIcal dutIes at Store #182 I have no hesItancy In concludIng that hIS theft of product on January 26 2002 sImIlarly reflected an abuse of trust and that such mIsconduct provIded the Employer wIth cause to dIscharge hIm from employment. In Huvos, the threshold Issue was whether there were compellIng mItIgatIng factors such that a penalty other than dIscharge would be Just and reasonable In all of the CIrcumstances That same Issue IS now before me In thIS case The award In MenZIes provIdes some gUIdance as to how thIS Issue should be addressed. The relevant excerpt reads "In our VIew and In the VIew of arbItrators generally on the Issue of reInstatement after dIscharge for theft or breach of trust, the cntIcal questIOns are Is the theft or breach of trust an aberratIOn? Except for the aberratIOn, except for the unusual and exceptIOnal behavIOur In an otherwIse unblemIshed record, IS the gnevor credible and trustworthy? Does she acknowledge and accept full responsibIlIty for her wrong-doIng and for the repair of the damage done by her aberrant behavIOur? Can she be reformed or rehabIlItated by any dIscIplIne less than dIscharge? What IS the appropnate level of the dIscIplIne that IS reqUIred In order to send a sufficIently strong message to all employees on the Importance of trust and honesty In the employment relatIOnshIp? Can the gnevor be expected, wIth a hIgh degree of probabIlIty to respond to correctIve dIscIplIne and rehabIlItate and repair the damage that was done (by the aberratIOn) to the trust that IS reqUIred In the employment rel atIOnshI p? II (page 9) The award of ArbItrator Arthurs In Re CanadIan BroadcastIng CorporatIOn also IdentIfies vanous mItIgatIng factors whIch have been IdentIfied as JustIfYIng the SubstItutIOn of a lesser penalty for dIscharge In cases InvolvIng theft or dIshonesty These factors Include 1 bona fide confusIOn or mIstake by the gnevor as to whether he was entItled to do the act complaIned of; 2 the gnevor's InabIlIty due to drunkenness or emotIOnal problems, to apprecIate the wrongfulness of hIS act; 22 3 the ImpulsIve or non-premedItated nature of the act; 4 the relatIvely tnvIaI nature of the harm done 5 the frank acknowledgement of hIS mIsconduct by the gnevor 6 the eXIstence of a sympathetIc, personal motIve for dIshonesty such as famIly need, rather than hardened cnmInalIty. 7 the past record of the gnevor 8 the gnevor's future prospects for lIkely good behavIOr and 9 the economIC Impact of dIscharge In VIew of the gnevor's age, personal cIrcumstances, etc ArbItrator Arthurs observed that the above factors "whIle helpful, are not components of a mathematIcal equatIOn whose computatIOn wIll YIeld an easy solutIOn. Rather they are but specIal cIrcumstances of general consIderatIOns whIch bear upon the employee's future prospects for acceptable behavIOur II (page 230) I note that these factors were assessed by the Vice- Chairperson In Huvos In order to determIne whether It was appropnate to SubstItute a lesser penalty for the dIscharge I have carefully revIewed the awards In Huvos, LInton, DeLaurentIs, Hill, CreIghton, Campanaro and Reed. These cases are relevant for three (3) reasons First, they all Involved dIsputes between the partIes to thIS proceedIng. Second, In each of the cases, the gnevor was termInated for theft or dIshonest conduct and then requested reInstatement at arbItratIOn on the basIs that the mIsconduct was caused by an alcohol, drug or gamblIng problem, or some cOmbInatIOn of the three (3) Lastly In all of the cases, wIth the exceptIOn of Reed, medIcal or other expert eVIdence was tendered by the Umon In an effort to (i) establIsh the eXIstence of the condItIOn, (iI) establIsh that such condItIOn contributed to, or caused, the wrongdoIng; and (ill) show a posItIve prognosIs for rehabIlItatIOn. The need to demonstrate that the condItIOn complaIned of contributed to or caused, the wrongdoIng was addressed In both the Huvos and DeLaurentIs awards In the former the Vice- Chairperson observed that lithe case law establIshes that there must be a causal connectIOn between 23 the acts of theft and the gnevor's condItIOn at the tIme" (page 13) In the latter the panel found that there was an onus on the gnevor to demonstrate that hIS thefts were prompted by hIS alcoholIsm, see page 15 The award In DeLaurentIs was applIed by the ArbItrator In Re Durham CatholIc DIstnct School Board, see pages 4 and 5 The awards In Re Canada Post Corp., Re Government of the ProVInce of BntIsh Columbia and Re LIVIngston DIstributIOn Centres Inc., all relIed on by the Employer speak to a related factor that arbItrators consIder when adJudIcatIng cases of thIS nature More specIfically they seek to determIne whether notwIthstandIng the addIctIOn or condItIOn, the employee retaIned volItIOnal control and whether they contInued to know nght from wrong. In Re Canada Post Corp., ArbItrator ShIme concluded, as follows "WhIle hIS gamblIng addIctIOn IS a dIsease whIch contributed to hIS desperate financIal condItIOn, and In turn caused hIm to engage In theft, I am satIsfied that he had sufficIent volItIOnal control to make hIS conduct culpable In the cIvIl sense-hIs Judgement was not sufficIently Impaired. WhIle Dr LIghtfoot and Dr Pohlman suggest Impaired Judgement, I am satIsfied from the eVIdence, that the gnevor fully and completely understood what he was dOIng and the consequences If he was to be caught. WhIle hIS Judgement may have been Impaired to the extent that he could not control hIS Impulse to gamble, I am satIsfied that he understood that he was stealIng and the consequences. His Judgement concernIng the theft and the consequences was not Impaired. I am not prepared to find, on all the eVIdence, that havIng a gamblIng addIctIOn entItled the gnevor to steal from the mall II (page 15) SImIlarly In Re Government of the ProVInce ofBntIsh ColumbIa, the ArbItrator found that liThe letter of Dr Shepherd, the psychologIst, does not lead me to conclude that the Gnevor's addIctIOn led to compulsIve behavIOr that mIght be said to be Involuntary and thus non-culpable None of the eVIdence led was of the nature that would lead me to conclude that the Gnevor was so addIcted to gamblIng or alcohol that he was compelled to do any partIcular act, let alone theft. I conclude that the Gnevor's acts were voluntary deliberate and over a sIgmficant penod of tIme I also find that he knew and understood the consequences of hIS actIOns. II (page 6) Lastly In Re LIVIngston DIstributIOn Centres Inc., the ArbItrator after assumIng that the gnevor was an alcoholIc, commented as follows 24 "It IS perfectly clear that the gnevor knew what he was dOIng, knew that It was wrong, but thought that he could get away wIth It. There IS no causal lInk between the gnevor's dnnkIng and hIS scheme to steal and dIspose of some cases of cIgarettes II (page 6) The Importance of medIcal or expert eVIdence In cases of thIS nature was the subJect of comment In Reed. On thIS pOInt, the award reads "Unfortunately medIcal or other expert eVIdence of an Independent nature was not presented to us on the extent of the addIctIOn or the prognosIs for recovery In our VIew such eVIdence should be advanced, If aVailable WhIle we recogmze that It may be dIfficult to precIsely define the extent of a person's addIctIOn or theIr future prognosIs, such eVIdence would lIkely have been helpful At the very least, It would have permItted us to compare the gnevor's perceptIOns agaInst those of the treatIng professIOnals II (page 15) NotwIthstandIng the absence of such eVIdence, the gnevor In Reed was reInstated to employment, subJ ect to certaIn condItIOns The panel, In that Instance, unammously decIded upon that resolutIOn as It was confident, on the eVIdence, that the gnevor was a person whose personal lIfe and employment could be rehabIlItated. I note that the lack of medIcal or expert eVIdence was the subJ ect of some adverse comment In Re Grober Inc. and In Re PublIc General HosPItal SocIety Of Chatham. Dr Huang's report of August 13 2003 as mentIOned, IS the only substantIve medIcal report filed In thIS proceedIng. GIven ItS date, I am InclIned to thInk that It was lIkely prepared for purposes of the upcomIng cnmInal case The report records that Dr Huang saw the gnevor on a regular basIs between January 1994 and November 1997 for problems floWIng from a mantal breakup It also IndIcates that the gnevor consulted her In March, 2002 for symptoms of depressIOn related to Issues WIth the Employer I note the gnevor's eVIdence that he saw Dr Huang on a monthly basIs between November 1997 and March, 2002 There IS clearly no IndIcatIOn In the report of the gnevor ever havIng dIsclosed to hIS physIcIan that he was expenenCIng problems wIth exceSSIve gamblIng. As stated earlIer In thIS Award, the gnevor testIfied that he dId not tell Dr 25 Huang about the problem untIl January 6 2004 the first day of heanng In thIS matter The gnevor explaIned that he dId not Inform her of the problem as he dId not want to admIt to thIS type of weakness and that he was In demal I find thIS explanatIOn somewhat dIfficult to accept. The gnevor acknowledged that he confided In Dr Huang about hIS mantal relatIOnshIp and hIS depreSSIOn, both matters beIng of a hIghly personal nature In the cIrcumstances, I questIOn why he would be reluctant to dISCUSS hIS gamblIng. AddItIOnally I find the assertIOn that he was In demal untIl early 2004 to be puzzlIng In VIew of the eVIdence that he abruptly stopped gamblIng In February 2002 and that he told hIS famIly of the gamblIng problem In mId-2002 I am left wondenng why the gnevor If he had a senous problem, waited tIll January 2004 to Inform hIS doctor about same The gnevor also dId not tell hIS lawyer for the cnmInal proceedIngs about the gamblIng problem. AgaIn, I have some dIfficulty comprehendIng thIS failure to dIsclose If gamblIng was, Indeed, the real motIvatIOn for the theft. I thInk It reasonable to assume that the gnevor lIkely knew that thIS InfOrmatIOn, If true, would be helpful to hIS defence and/or sentencIng. ThIS IS partIcularly so as he understood that a convIctIOn would result In a cnmInal record whIch could adversely affect hIS custody and access nghts If the gnevor had a gamblIng problem, of the extent described, one would thInk that In the CIrcumstances he would have commumcated that InformatIOn to hIS lawyer for purposes of the cnmInal case I note, In thIS regard, that the gnevor had a professIOnal relatIOnshIp wIth thIS lawyer gOIng back to the onset of hIS mantal dIfficultIes In VIew of thIS hIStOry I questIOn why he would have been reluctant to dIvulge the problem to hIS lawyer especIally gIven that he was prepared to dIsclose hIS famIly and emotIOnal problems In the cnmInal proceedIngs For the reasons set out above relatIng to Dr Huang, I am dIsInclIned to accept that the failure to dIsclose the gamblIng problem In or about September 2003 was because he was then stIll In demal As stated prevIOusly the gnevor also faIled to tell the Umon about a gamblIng problem untIl the first day of heanng. ThIS failure spanned a penod of almost two (2) years folloWIng hIS dIscharge As a consequence, the Employer was also not made aware of the alleged problem over thIS same penod. 26 FaIlure to dIsclose the alleged cause for theft was addressed In the LInton award. There, neIther the gnevor nor anyone on hIS behalf told the Employer of hIS explanatIOn of drug addIctIOn untIl the eve of the heanng at whIch he asked for reInstatement. The panel decIdIng that case commented adversely on thIS faIlure On thIS pOInt, the award reads "WhIle he clearly regrets the Impact hIS addIctIOn and hIS thefts have had on hIS own lIfe, the gnevor has not expressed remorse for the Impact they had on the employer He dId not admIt hIS mIsconduct to the employer at the earlIest opportumty The alleged mItIgatIng cIrcumstances on whIch he relIed at heanng were not commumcated to the employer at the earlIest opportumty nor were hIS efforts to rehabIlItate hImself In short, he faIled to do what he could have done hImself In an attempt to rehabIlItate hIS relatIOnshIp wIth the employer to demonstrate to It why It should trust hIm agaIn despIte hIS past wrongdoIng. None of thIS bodes well for the restoratIOn of that trust, and It IS InCOnsIstent WIth the claim that the gnevor was remorseful II (page 17) I find It sIgmficant that a maJonty of the panel consIdered thIS faIlure to dIsclose drug addIctIOn In a tImely fashIOn suggested a potentIal InabIlIty to restore the element of trust necessary for an effectIve employment relatIOnshIp The gnevor on the eVIdence, dId not seek any assIstance for a gamblIng problem untIl January 6 2004 His doctor was first Informed of the problem on that date and the gnevor started to attend meetIngs of Gamblers Anonymous shortly thereafter on the suggestIOn of hIS counsel I questIOn why the gnevor was so tardy In seeking help If hIS gamblIng was as exceSSIve, as claimed. I would have expected hIm to have sought assIstance after hIS termInatIOn and, certaInly after hIS convIctIOn If he was really concerned about thIS problem. As noted, the gnevor testIfied that he Immediately stopped gamblIng In February 2002, wIthout any recourse to professIOnal InterventIOn. ThIS fact, If true, raises the dIStInCt possibIlIty that the problem was not as senous as made out. Dr Huang was not called as a wItness In thIS case Further she dId not provIde a more current medIcal report. WhIle the gamblIng problem was not dIsclosed to her untIl January 2004 I thInk that the doctor mIght have been able to shed some lIght on the gnevor's prognosIs and rehabIlItatIve potentIal I also consIder It matenal that no one was called from Gamblers 27 Anonymous to testIfy about the gnevor's Involvement In the program, hIS progress and hIS prospects for rehabIlItatIOn. ThIS case, therefore, IS unlIke the sItuatIOn In most of the awards cIted by the partIes In those cases, medIcal experts or counsellors were called upon to support a request for reInstatement. The gnevor testIfied about borrowIng money from hIS fnends to support hIS gamblIng habIt. The gnevor stated he told them at the tIme that he needed the money to gamble The eVIdence was that these fnends eventually stopped loamng hIm money because he faIled to repay them. One (1) or more of these IndIVIduals could have been called as wItnesses to support the assertIOn the gnevor was gamblIng excessIvely In the penod pnor to the theft. The faIlure to call such a wItness raises an Inference that they mIght not have been SupportIve of the gnevor's claim. I am not dIsposed to gIve much effect to the content of the gnevor's letter of February 11 2002 to Mr Loukas On ItS face, the letter IS somewhat vague However It was wntten shortly after the gnevor's arrest and I can accept that, In the cIrcumstances, he mIght have been dIsInclIned to be specIfic In hIS descnptIOn of the IncIdent. I do agree wIth the Employer's suggestIOn that the gnevor's response to the NOm was less than a complete or frank admIssIOn of wrongdoIng. It IS readIly apparent that the gnevor was untruthful In hIS letter of May 6 2002 to Human Resources Development Canada. By way of example, he referred to an "alleged IncIdent" when In fact he knew It was more than alleged gIven that he actually commItted the theft In Issue He also referenced takIng out garbage, when he was fully aware that he actually removed a case of cognac from the Store The gnevor further Improperly accused the Employer of provIdIng "totally bIased InfOrmatIOn II I accept that these statements In the letter reflect dIshonesty and a propensIty to bend the truth on the part of the gnevor A sImIlar sItuatIOn occurred In Re LIVIngston DIstnbutIOn Centres Inc. In that case, the ArbItrator found, Inter alIa, that the gnevor's conduct dId not satIsfy the standard of ngorous honesty reqUIred of an employee In a dIspute of thIS nature On thIS pOInt, the award reads "Perhaps most tellIng are the gnevor's subsequent dealIngs wIth the Unemployment Insurance CommIssIOn where, the company pOInts out, he also refused to 28 acknowledge any wrongdoIng, and lIed In order to Improve hIS chances of gettIng benefits The gnevor acknowledges that (as wIth the polIce) he told the Unemployment Insurance CommIssIOn that he had done nothIng wrong. He told the UIC that he dId not steal anythIng, and that he dId not know how stolen cIgarettes came to be In hIS car However In hIS testImony at the arbItratIOn heanng he admItted he was lYIng. He conceded "I make no bones about It. I was tryIng to bullshIt the Unemployment Insurance CommIssIOn to get some money II The gnevor says that he was feelIng the pInch of unemployment and needed the UI cheque So he lIed to the UIC It seemed to be the best way to handle hIS predIcament. II (page 7) -and- "When the gnevor was caught "red-handed" there was no frank admIssIOn of mIsconduct or wIllIngness to take responsIbIlIty for hIS behavIOur On the contrary The gnevor told a senes of lIes to the polIce and was not completely forthcomIng to the company eIther No doubt he was actIng upon hIS lawyer's advIce But he has nevertheless IndIcated a wIllIngness to bend the truth If It wIll promote hIS Interests or help hIm aVOId personal responsIbIlIty--as In the case of hIS unemployment Insurance claim some weeks later II (page 11) I am InclIned to agree wIth counsel for the Employer that the gnevor's descnptIOn of hIS arrangement wIth Jack IS somewhat suspect. The gnevor stated that he had met Jack on about SIX (6) occaSIOns, yet he dId not know hIS last name The gnevor suggested that Jack may not have known that he worked at Store #182, but wIthIn a few mInutes of theIr meetIng on January 26 2002 they concluded an arrangement to steal from the Employer I am left wIth the ImpreSSIOn that Jack may have gone to the Store wIth a firm purpose In mInd and that the plan may have been concocted beforehand by the two (2) partIcIpants, rather than It Just occumng spontaneously I am also left questIOnIng the veracIty of the gnevor's eVIdence that he never saw Jack agaIn after puttIng the case of cognac In hIS trunk. One (1) final factual matter remaInS relatIng to restItutIOn. It IS apparent that the gnevor made no effort to make restItutIOn between February 2002 and the date of hIS cnmInal case In September 2003 The gnevor testIfied that he was prepared to make restItutIOn at the sentencIng, 29 but that a term of restItutIOn was not Included In the probatIOn order It was hIS eVIdence that he spoke to both hIS lawyer and the Court Office concernIng thIS omISSIOn. The fact IS, however that despIte thIS concern, the gnevor made no actual effort to repay the Employer folloWIng hIS sentence untIl the first day of thIS case ThIS delay causes me to questIOn how SIncere the gnevor really was In wantIng to make thIngs nght wIth hIS Employer In Reed, the gnevor alleged that hIS act of theft stemmed from an addIctIOn to drugs There was eVIdence In that case that, between hIS arrest and a subsequent meetIng wIth hIS Employer on June 13 1991 the gnevor contacted both the AddIctIOn Research FoundatIOn and Donwood MedIcal Centre As there was a substantIal WaitIng lIst for programs at both facIlItIes, the gnevor arranged for a referral to the North Western InstItute In Fort WashIngton, Pennsylvama for a penod of rehabIlItatIOn. ThIS program was completed well In advance of the heanng. AddItIOnally the gnevor commenced regular attendance at meetIngs of both AlcoholIcs Anonymous and NarcotIcs Anonymous pnor to the arbItratIOn. In the present case, Mr DevlIn dId not seek any treatment for a gamblIng problem pnor to the first day of heanng. Indeed, he dId not dIvulge the eXIstence of such problem to the Umon, the Employer and hIS famIly doctor untIl that very day WhIle medIcal or expert OpInIOn was not presented In Reed, the panel unammously found that there was a real potentIal for the gnevor's rehabIlItatIOn and reInstated hIm to employment subJect to condItIOns On the eVIdence before me In thIS case, I am unable to confidently reach the same conclusIOn. In CreIghton, the gnevor alleged that hIS mIsappropnatIOn of LCBO funds, and hIS Issuance of NSF cheques, was related to gamblIng and alcohol problems In that Instance, a substantIal amount of expert eVIdence was presented through a certIfied addIctIOns counsellor and a psychologIst In respect of the gnevor's problems The former concluded that the gnevor's prognosIs was good, whIle the latter vIewed It as beIng relatIvely good. On the basIs of thIS expert eVIdence, the gnevor was reInstated condItIOnally to a warehouse posItIOn. As stated earlIer CreIghton IS dIstIngUIshable from thIS case as, here, the gnevor dId not tender any medIcal or expert eVIdence on the relevant Issues The award In Campanaro IS dIstInguIshable on the same basIs In that matter three (3) reports were filed from a psychotherapIst. These reports ultImately persuaded the panel that the gnevor had recovered from hIS pnor addIctIOns and emotIOnal problems On thIS baSIS, the 30 panel unammously determIned that he was unlIkely to reoffend and reInstated hIm to hIS former posItIOn. The factual sItuatIOn In MenzIes was dIfferent from that present In thIS case In MenzIes, the gnevor confessed to the thefts and brought eVIdence of same to her supervIsor before she was actually accused of Improper conduct. In that Instance, the gnevor had been suffenng from extreme stress as a result of a cOmbInatIOn of dIstreSSIng events In her famIly lIfe An Intern therapIst was called as a wItness to gIve eVIdence on that gnevor's behalf The wItness assessed the gnevor's prospects as very lIkely to be successful UltImately a maJonty of the panel concluded that the case Involved "a set of CIrcumstances of a umque type, not lIkely to occur agaIn" The gnevor was reInstated on the condItIOn she be examIned, dIagnosed and treated by a lIcensed specIalIst In emotIOnal and behavIOral dIsorders To repeat, the gnevor In the present dIspute dId not adduce any supportIng eVIdence, through a physIcIan or other expert, relatIng to the gamblIng problem and the extent of any recovery from same The award In Re CanadIan BroadcastIng CorporatIOn lIsts mne (9) mItIgatIng factors whIch arbItrators have consIdered when called upon to SubstItute a lesser penalty than dIscharge In cases InvolvIng theft or dIshonesty Mter assessIng these factors agaInst the CIrcumstances of thIS case, I conclude as follows I) the gnevor was not under a bona fide confusIOn or mIstake as to whether he was entItled to remove the case of cognac from Store #182 on January 26 2002, ll) the gnevor was not unable, due to a gamblIng problem, to apprecIate the wrongfulness of the theft; 111) on my VIew of the eVIdence, the act was not ImpulsIve or non-premedItated. It IS clear that the gnevor and Jack spoke about the arrangement for a penod of tIme, albeIt a relatIvely short penod, and that It was thereafter executed In a deliberate fashIOn. I am satIsfied that the gnevor made a conscIOUS decIsIOn to steal from hIS Employer In order to secure funds wIth whIch to gamble later that day In my Judgment, he possessed volItIOnal control and acted wIth a specIfic purpose In mInd, IV) the theft of a case of Remy MartIn VSOP Cognac, havIng a value of $904.20 IS not a tnvIaI matter when consIdered obJectIvely. v) I am not satIsfied that the gnevor made a frank and uneqUIvocal acknowledgement of mIsconduct ImmedIately folloWIng the theft. I find, however that he dId so at the heanng of hIS gnevance, 31 VI) I have not been persuaded that the gnevor's act of theft was premIsed on a sympathetIc or personal motIve Vll) I accept that the gnevor's past record IS a factor standIng to hIS credIt. He had no pnor dIscIplIne on record over a lengthy penod of employment and had receIved satIsfactory performance appraisals over the course of several years, V111) I am unable to confidently assess the gnevor's future prospects for lIkely good behavIOr As repeated throughout thIS Award, no medIcal or expert eVIdence was presented to support a conclusIOn that the gnevor has been rehabIlItated, or at least IS well on hIS way to beIng rehabIlItated, or that he could be returned to the workplace wIth mImmal nsk to the Employer At best, I am left wIth the eVIdence of the gnevor much of It self-servIng, on thIS questIOn. On balance, thIS eVIdence alone has not persuaded me that reInstatement IS JustIfied or appropnate In the cIrcumstances, IX) Lastly I accept that the loss of hIS Job at the LCBO had a devastatIng effect on the gnevor's financIal posItIOn. I do note, however that he has now secured two (2) other Jobs, albeIt they produce lesser total Income I am unconvInced that the gnevor's age precludes a sWItch to a dIfferent lIne of work or career There IS some questIOn, In my mInd, as to whether the gnevor has establIshed that he suffered from a gamblIng problem at or around the tIme of the theft. His faIlure to dIsclose the problem to anyone, other than hIS sIster untIl the opemng day of thIS proceedIng, raises some doubt as to the eXIstence of the problem. ThIS doubt IS reInforced by hIS failure to obtaIn assIstance for a gamblIng problem untIl after January 6 2004 and by the lack of any medIcal or expert eVIdence to substantIate ItS eXIstence I am, nevertheless, prepared to assume that he dId expenence such a problem at the tIme matenal to thIS case Clearly there IS absolutely no Independent eVIdence to establIsh that gamblIng contributed to or caused, the theft on January 26 2002 SImIlarly and equally as Important, there IS no medIcal or expert eVIdence to suggest a posItIve prognosIs for rehabIlItatIOn. Rather I am sImply left wIth the gnevor's own eVIdence on these Issues After due consIderatIOn, I find thIS eVIdence to be InSUfficIent to JustIfy resort to the dIscretIOn provIded for by sectIOn 48(17) of the Labour RelatIOns Act, 1995 I have not been convInced that I can rely on the gnevor's eVIdence, wIth any degree of confidence, on these matenalIssues As suggested above, hIS eVIdence, In many respects, leads to more questIOns than answers For the record, I do find that Ms. DevlIn, the gnevor's sIster was a credIble wItness Her eVIdence, however IS not all that helpful In respect of the core Issues anSIng In thIS case 32 UltImately I am unable to conclude that sufficIent mItIgatIng factors have been establIshed, through credIble and trustworthy eVIdence, to ment the reInstatement sought. The eVIdence presented In support of the gnevor's posItIOn does not meet the tests enuncIated In MenzIes and In Re CanadIan BroadcastIng CorporatIOn. In the language of the former award, I am not satIsfied that the gnevor can be expected, wIth a hIgh degree of probabIlIty to respond to correctIve dIscIplIne and rehabIlItate and repair the damage that was done to the trust that IS reqUIred In the employment relatIOnshIp To use the language of the latter award, I thInk the eVIdence presented falls far short of establIshIng that the gnevor wIll exhibIt acceptable behavIOr In future If reInstated. There IS no doubt that the gnevor expenenced sIgmficant adverse consequences as a result of hIS decIsIOn to engage In theft on January 26 2002 He lost hIS Job and suffered financIally He was charged cnmInally and was subsequently convIcted and sentenced. AddItIOnally the IncIdent and ItS aftermath led to further dIfficultIes wIthIn hIS famIly These consequences, whIle extremely unfortunate, were entIrely aVOIdable The message from thIS case to employees InclIned to steal from the LCBO IS that a great deal can be lost as a result of dIshonest and Illegal conduct. I am Indebted to both counsel for the very able manner In whIch they presented theIr respectIve cases For all of the above reasons, the gnevance IS dIsmIssed. Dated at Toronto Ontano thIS 13th day of May 2004 ;:r. c;. ': :-:..-_:~; :~~ :iJ .:l- -. ~i-IL...L..:._..J-"~-1_.''"''''''_ M.V Watters,Vice Chairperson