HomeMy WebLinkAbout2019-1995.Jackson.21-08-20 Decision
Crown Employees
Grievance Settlement
Board
Suite 600
180 Dundas St. West
Toronto, Ontario M5G 1Z8
Tel. (416) 326-1388
Fax (416) 326-1396
Commission de
règlement des griefs
des employés de la
Couronne
Bureau 600
180, rue Dundas Ouest
Toronto (Ontario) M5G 1Z8
Tél. : (416) 326-1388
Téléc. : (416) 326-1396
GSB# 2019-1995; 2019-2941; 2020-1545
UNION#2019-0290-0012; 2020-0290-0004; 2020-0290-0010
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
Ontario Public Service Employees Union
(Jackson) Union
- and -
The Crown in Right of Ontario
(Ministry of Children, Community and Social Services) Employer
BEFORE
Kevin Banks
Arbitrator
FOR THE UNION
Iliad Nazhad
Ryder Wright Blair & Holmes LLP
Counsel
FOR THE EMPLOYER Thomas Ayers
Treasury Board Secretariat
Legal Services Branch
Counsel
HEARING June 18, 2021
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DECISION
[1] The Union and Employer have agreed that I will hear three individual grievances
filed by Ms. Jackson. A description of the proceedings to date can be found in
the Board’s decisions of April 26, 2021 and May 11, 2021: Ontario Public
Service Employees Union (Jackson) and The Crown in Right on Ontario (Ministry
of Children, Community and Social Services), GSB#2019-1995; 2019-2941;
2020-1545, April 26, 2021 (Banks); Ontario Public Service Employees Union
(Jackson) and The Crown in Right on Ontario (Ministry of Children, Community
and Social Services), GSB#2019-1995; 2019-2941; 2020-1545, May 11, 2021
(Banks).
[2] The Union provided a revised Statement of Particulars on May 27, 2021. The
Employer brings a motion to strike certain particulars for insufficiency or lack of
relevance, and a motion to dismiss two of the three grievances on the grounds
that they both are untimely and fail to present a prima facie case of Collective
Agreement breach.
[3] The Union brings a motion for an order directing the Employer to disclose certain
additional documents and information.
[4] I will begin by setting out my decision with respect to the Employer’s motion to
dismiss, as this determines the scope of the remaining issues.
Motion to dismiss
[5] The first grievance that is the object of the Employer’s motion was filed on
January 10, 2020. It states: “I grieve that the Employer violated Article 2
(Management Rights) and Article 3 (No Discrimination / Employer Equity) of the
Collective Bargaining Agreement, the Respectful Workplace Policy (The Policy),
Section 5(2) of the Ontario Human Rights Code (The Code) and all other acts,
legislations, policies, protocols, and practices that are applicable.”
[6] The second was filed on February 10, 2020. It states: “I grieve the Employer
violated Article 2, Article 3, Article 22.10.1, the WDHP process and all other Acts,
laws, legislations, Policies and procedures that may be applicable.”
[7] The Employer submits that these grievances are untimely. It notes that the
Grievor left the workplace on May 6, 2019, following the imposition of disciplinary
suspensions, and never returned; that she filed a grievance on May 12, 2019;
that this indicates that she was capable of filing a grievance; and that the two
later grievances were not filed until 7 and 8 months afterwards, despite the fact
that all of the events on which they were based allegedly took place before May
of 2019. The Employer maintains that these grievances were evidently not
based on information that came to Ms. Jackson following her absence from the
workplace, and that there is no reason why the circumstances giving rise to them
would not have been known to her at the time she left the workplace. The
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Employer points out that Article 22 of the Collective Agreement requires that
grievances be filed within 30 days of the date upon which the circumstances
giving rise to the grievance occur or have come or ought reasonably to have
come to the attention of the Grievor. The Employer submits that Ms. Jackson
should be held responsible for her failure to do so.
[8] The Employer maintains that an extension of time under Article 22.14.7 is not
warranted because none of the factors that might justify such an extension of
time is present. The Employer notes that arbitrators have treated delays of 2 to 4
months as substantial or significant, and refused to exercise their discretion to
extend timelines on that basis, even where the grievance related to serious
matters, such as lengthy suspensions: Ontario Public Service Employees Union
(Smith et al.) and The Crown in Right of Ontario (Ministry of Community and
Social Services), GSB Nos. 2006-2107, 2006-2379 (Gray); Ontario Public
Service Employees Union (Kavanaugh) and The Crown in Right of Ontario
(Ministry of Community and Social Services), GSB Nos. 2007-0136, 2007-2649
(Harris); Ontario Public Service Employees Union (Ng) and The Crown in Right
of Ontario (Ministry of Government Services), GSB No. 2009-3379 (Mikus);
Ontario Public Service Employees Union (Berday) and The Crown in Right of
Ontario (Ministry of Transportation), GSB No. 2007-3132 (Devins). The
Employer also submits that the nature of the dispute cannot on its own result in
an extension of time. Otherwise, the Employer maintains, the timeliness
requirement of the Collective Agreement would become meaningless in any
serious case: Ontario Public Service Employees Union (Lachance) and The
Crown in Right of Ontario (Ministry of Community Safety and Correctional
Services), 2017 CarswellOnt 21770 (Briggs) at para 70. The Employer also
refers me to Ontario Public Service Employees Union (Bremner) and The Crown
in Right of Ontario (Ministry of the Attorney General), GSB Nos. 2017-2936,
2017-2937, 2018-2950 (Misra); Ontario Public Service Employees Union
(Faulkner) and The Crown in Right of Ontario (Ministry of the Community Safety
and Correctional Services), GSB No. 2006-2093, September 23, 2008
(Petryshen); Ontario Public Service Employees Union (Liantzakis) and The
Crown in Right of Ontario (Ministry of Community Safety and Correctional
Services), GSB No. 2006-2093, October 16, 2014 (Tims).
[9] The Union responds that the Grievor was on Long Term Income Protection
(LTIP) benefits, out of the workplace, and not focused on timeliness concerns.
The Union maintains that there is no onus on it to provide reasons for the delay
in filing the grievance, and that such reasons are just one of six factors identified
in the decisions cited by the Employer that arbitrators will consider in deciding
whether to exercise their discretion to extend time limits for filing a grievance.
The Union submits that the burden to show that it is not appropriate to exercise
that discretion lies with the Employer, not the Union.
[10] In reply, the Employer maintains that while it has the burden to prove that
timelines were not met, the Union has the burden to show why discretion should
be exercised to relieve against them.
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[11] Both grievances filed in 2020 are clearly untimely in relation to the requirements
of Article 22.2. All of the events upon which they are based, according to the
Union’s Statement of particulars, took place at least 7 months before the date of
the first grievance, well beyond the 30-day time limit in Article 22.2.
[12] I can see no reason to exercise my discretion under Article 22.14.7 to extend
timelines. As the Employer points out, Ms. Jackson’s delay was considerably
longer than what arbitrators have considered to be substantial or significant
enough to weigh heavily against an extension of time: see Kavanaugh, Smith,
Berday, and Ng, supra. The Grievor and the Union offer no real explanation for
this. It cannot be sufficient to say that Ms. Jackson was unfocused on timeliness
concerns for a seven or eight month period of time. If there were concrete
reasons for not paying attention to time limits, the grievor and the Union must
provide them. I cannot assume such reasons simply because the Grievor was
on LTIP benefits, especially as she was able to file a grievance on May 12, 2019.
The Union and Grievor bear the onus of establishing why an extension is
appropriate.
[13] The grievances bearing Board file numbers 2019-2941 and 2020-1545 are
dismissed.
[14] In light of this determination, I need not consider the Employer’s additional
arguments that those grievances fail to set out a prima facie case of Collective
Agreement breach.
The Motion to Strike Particulars
[15] In my April 26, 2021 decision in this matter, I found that numerous particular
allegations set out in the Statement of Particulars provided by Ms. Jackson and
the Union were insufficiently detailed. In light of Ms. Jackson’s mental health
experiences, I declined to strike those particulars and provided her with an
opportunity to produce further and better ones. On May 27, 2021 Ms. Jackson
and the Union delivered a revised Statement to the Employer.
[16] The Employer’s motion to strike has two bases. First, the Employer submits that
many particulars remain insufficient, and that new insufficient particulars were
added to the Statement. Second, the Employer contends that many particulars
have no relevance to the grievance over which I have jurisdiction. I will consider
each basis in turn.
Insufficiency of Particulars
[17] As the Employer points out, the elements of paragraphs 22, 30, 31, 32, 33, 39,
46, 59, 66, 68, 71, 76, 78, 82, 85, 97, 101,102, 104, and 106 found to be
insufficient in the April 26, 2021 ruling remain unchanged. It submits that these
passages should therefore be struck. The Employer and the Union made
detailed submissions with respect to several of these unchanged paragraphs.
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[18] Paragraph 22 alleges that “[a]round 2017 to 2019, Ms. Jackson unsuccessful
[sic] attempted to arrange a meeting with Director Bradley Hoover”. The Union
maintains that while Paragraph 22 lacks detail the Union and the Grievor should
be able to speak to Ms. Jackson’s attempts to meet with Director Hoover in light
of her more particularized allegations that she could not get meetings with her
supervisors. I do not accept this argument. As the April 26, 2021 decision
makes clear at paragraphs 26 and 52, and employer should have not have to
wait until a hearing to obtain disclosure of dates of alleged occurrences, or have
to search its records over an unspecified period of time. This is essentially what
the Employer would have to do in response to paragraph 22. Paragraph 22 is
struck.
[19] The Employer submits that paragraphs 30 to 32, which are unchanged in the
May 27, 2021 version of the Statement, should be struck. In the alternative, the
Employer submits that they should be struck in part. The Union submits that the
April 26, 2021 decision did not find the particulars in Paragraphs 30 to 32 of the
Statement to be insufficient, and that both paragraphs should remain in their
entirety. In paragraph 57 of the April 26, 2021 decision I found that the
particulars in those paragraphs were sufficient, except that (1) they failed to
provide information regarding any meeting that Ms. Jackson may have had with
YSM Heshmet or any attempt that she may have made to obtain such a meeting;
and (2) they failed to particularize what she meant by a young person giving her
a “difficult time on Unit 3B”. Ms. Jackson has not provided this information.
However, in the context of the revised Particulars as a whole, I now consider that
the absence of these pieces of information represents two minor gaps that do not
impair the ability of the Employer to respond to the grievance. I decline to strike
the relevant parts of paragraphs 31 and 32.
[20] The Union contends that paragraph 39 of the Statement is sufficient in that it
provides dates and specifics of comments made to Ms. Jackson. However, as
noted in paragraph 61 of the April 26, 2021 decision, paragraph 39 provides only
one example involving one YSM in support of an allegation that two YSMs
frequently belittled her. The second sentence of paragraph 39 is struck. The
Union may call no evidence in support of the very broad allegation in the first
sentence of paragraph 39 except to the extent that it is probative of allegations
sufficiently particularized elsewhere in the Statement.
[21] The Employer submits that the last sentence of paragraph 46 should be struck,
as it was found to be insufficiently particularized in the April 26, 2021 decision,
and remains unchanged. The Union contends that the last sentence of
paragraph 46 is now supported by new particulars added to paragraph 29 and
elsewhere in the Statement. I decline to strike that sentence, but find that the
Union may not call any evidence in support of the broad allegation that it makes
except to the extent that such evidence is probative of allegations sufficiently
particularized elsewhere in the Statement.
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[22] The Employer submits that paragraph 59 should be struck in its entirety. The
Union submits that paragraph 59 provides sufficient particulars in light of the
detail provided in the rest of the Statement. I decline to strike paragraph 59, but
will restrict the evidence that may be called in support of the matters to which it
refers. More specifically, the Union may call evidence that YSO Liu said what
she is alleged to have said in that paragraph, but may not call any evidence to
prove the truth of her alleged statements that “other staff say bad things about
Ms. Jackson” or that Ms. Liu “was involved in a safety breach… but it did not
result in any discipline against her” unless such evidence is probative of
allegations sufficiently particularized elsewhere in the Statement.
[23] Paragraph 76 of the Statement alleges that “other officers leave sauces of
different kinds in the refrigerator” and that this was condoned by the Employer.
In paragraph 74 of the April 26, 2021 decision I found that the particulars in
paragraph 76 were insufficient in that they provided no information on what kinds
of sauce the other officers allegedly brought in, when they did so, or how the
Employer would have known. The Union clarifies in its submissions that the
bringing or storing of sauce in the refrigerator was “essentially occurring every
day” around the time that Ms. Jackson was disciplined, and that “hot sauce is
within the umbrella of food that would go into the servery fridge”. These
clarifications would address the question of when the actions in question took
place, and how the Employer might have known, and the arguable relevance of
the paragraph’s allegations. I direct the Union to amend paragraph 76 to more
clearly reflect the position taken in its submissions.
[24] The Employer submits that Paragraph 97, which alleges that “[t]he impact of the
employer’s conduct from 2017 onward, has resulted in the deterioration of Ms.
Jackson’s mental health” provides insufficient particulars. The Union responds
that this is a reasonable assertion on the basis of the other particulars provided.
In my April 26, 2021 decision I observed that the Employer was entitled to further
information on the alleged deterioration of Ms. Jackson’s mental health. But I did
not rule that this information necessarily had to be provided by way of the
Statement of Particulars. It might be provided by way of disclosure of medical
evidence. It is only necessary at this stage to particularize alleged Collective
Agreement breaches.
[25] Paragraphs 33, 66 (second sentence only), 68, 71, 78, 82, 85, the first
subparagraph of paragraph 100, and paragraphs 101, 102, 104, and 106 remain
unchanged without any apparent justification. They are struck for the reasons
set out in the April 26, 2021 decision.
[26] The Employer also maintains that several paragraphs either remain insufficient
despite further particulars added to them or contain new insufficiencies as a
result of the additions.
[27] In paragraph 8 the Union sets out several new subparagraphs in support of Ms.
Jackson’s general allegation that the Employer has condoned the conduct that
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she was disciplined for on May 6, 2019. The Employer submits that many of
these subparagraphs fail to provide sufficient particulars. The Union responds
that the incidents in question illustrate how rules are deviated from at RMYC and
not applied consistently.
[28] Having carefully reviewed the text of paragraph 8, I find that the allegations in the
second sentence of paragraph 8(a), and in paragraphs 8(f), 8(h) and 8(j) are not
sufficiently particularized to meet the longstanding Board requirements discussed
in paragraphs 24 to 27 of the April 26, 2021 decision. They are therefore struck.
[29] The Employer submits that paragraph 23 should be struck because further
particulars required in the April 26, 2021 decision were not provided. That
decision indicated that further particulars about who took Ms. Jackson off of a
recreation assignment were required. The Union responds that paragraph 23 is
about Employer decisions to remove Ms. Jackson from escort duties and from
the Equity, Diversity and Inclusion Committee, and to transfer her from unit 3B.
On this understanding of the scope of paragraph 23’s allegations, and on the
specific understanding that it does not contain a challenge to the Employer’s
decision not to return Ms. Jackson to a recreation assignment, paragraph 23 may
remain as it is.
[30] The Employer maintains that despite the additional particulars added by the
Grievor to paragraph 35, it remains insufficient as found by the Board in the April
26, 2021 decision. The further particulars clarify that an alleged meeting
between colleagues and a manager was about Ms. Jackson’s treatment at the
workplace, and that by making of a joke of this issue, managers and her
colleagues allegedly made a joke of her. The further particulars also indicate that
the alleged threats to Ms. Jackson’s job security by a colleague arose out of the
alleged meeting about her. This is sufficient information to respond to the Board’s
findings in the April 26, 2021 decision. I decline to strike paragraph 35.
[31] The Employer contends that particulars in paragraph 45 remain insufficient
despite the addition of further detail to its allegations. The Employer argues that
there is no information on the relevant dates, and that the information provided
does not supplement in any meaningful way the Grievor’s claim that other
employees were harassed. The Employer notes specifically that the last
sentence of the paragraph does not say why other employees allegedly refused
to work on the unit in question. As indicated in the April 26, 2021 decision, the
time frame in question can be inferred directly from the previous paragraph, and
is around September, 2018. This is sufficiently precise. In context, the
“workplace issues” allegedly leading other employees to refuse to work on the
unit must be understood to be those particularized earlier in the paragraph. I
decline to strike this paragraph, but note that the Union and Grievor will not be
permitted on the basis of the last sentence to lead evidence of issues other than
those sufficiently particularized in elsewhere in the Statement.
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[32] The Employer submits that the particulars in paragraph 99 remain insufficient,
and that the further particulars simply add similarly insufficient information. In the
April 26, 2021 decision I found that this paragraph failed to specify which training,
mentorship, and shadow opportunities Ms. Jackson was allegedly denied, when
and by whom. The new particulars specify that she “was given only one shift in
Epic” during the period between 2016 and 2019. They also add a subparagraph
alleging that in March of 2019 mentorship of a new group of staff recruits was
assigned to virtually everyone else in Unit 4 A, excluding Ms. Jackson. The
Employer submits that “virtually everyone else” is vague. In context, I think it is
clear enough, given the specific timeframe and limited number of people
involved. I do agree however with the Employer that the last two sentences of
the first subparagraph of paragraph 99 remain insufficiently particularized. They
are struck.
[33] Finally, I agree with the Employer that the allegations in paragraph 105 remain
insufficiently particularized, for the reasons set out in the April 26, 2021 decision.
Paragraph 105 is struck.
Lack of Relevance to the Grievance
[34] I turn next to the Employer’s contentions that certain particulars have no
relevance to the grievance.
[35] The question on a motion to strike particulars for lack of relevance is whether,
even if accepted as true, they could not serve to demonstrate a collective
agreement breach alleged in the grievance because they are not arguably
probative of any such breach: see the April 26, 2021 decision in this matter at
paragraphs 36 to 41 and the Board decisions discussed therein.
[36] I will begin by clarifying the scope of Collective Agreement breaches alleged in
the grievance because this is a contested matter, specifically but not exclusively
in relation to paragraphs 98 to 107 of the Statement of Particulars.
[37] The Union maintains that all of the particulars in the Statement are ultimately
subsumed under the first grievance. It contends that they are all relevant to
determining whether there was a pattern of isolating or targeting incidents
directed against Ms. Jackson or whether these had effects on her.
[38] The Employer objects. It maintains that the Union took the position in earlier
proceedings leading to the September 15, 2020 decision that the timing and
context of the May 12, 2019 grievance made evident that it was about the
discipline imposed upon Ms. Jackson. The Employer notes that at no point in
proceedings leading to the September 15, 2020 decision did the Union mention
job competitions, transfers, mentorship opportunities, or allegations that
coworkers did not like Ms. Jackson and did not want to work with her. It argues
that the grievance has strayed into new matters, and that the Union’s current
position on the scope of the grievance borders on an abuse of process.
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[39] A grievance should be liberally construed so that the real complaint can be dealt
with: see Jackson, September 15, 2020, supra, at para 44, and the decisions
cited therein. That said, it cannot be open to the Union to add matters to that
complaint in ways that would circumvent the time limits and grievance
procedures agreed to by the parties in the Collective Agreement.
[40] The grievance is dated May 12, 2019 and was received by the Employer on May
14, 2019. It reads as follows: “I grieve the employer violated Articles 2, 3, and 22
of the Collective Bargaining Agreement and all other Acts, laws, legislations,
policies and practices.” It seeks “to be made whole” and “full redress”, by way of
remedy.
[41] On its face, the grievance raises the issue of discrimination by referencing Article
3 of the Agreement. However, it provides no statement of events giving rise to its
claims. The remedies that it requests are broadly worded and provide no
indication of the nature of its claims. The scope of the grievance must therefore
be inferred from surrounding circumstances.
[42] In a decision dated September 15, 2020 I ruled that this grievance included a
claim that the Employer lacked just cause for two 15 day suspensions that it
imposed on Ms. Jackson on May 6, 2019: Ontario Public Service Employees
Union (Jackson) v. The Crown in Right on Ontario (Ministry of Children,
Community and Social Services), GSB#2019-1995, September 15, 2020
(Banks). At the hearing on July 22, 2020 preceding that decision, the Employer
took the position that the grievance did not raise the issue of whether the
discipline imposed was just and appropriate. This of course implies that the
Employer recognized that it raises some other discrimination claim. The
September 15, 2020 decision concluded that the grievance did raise the issue of
whether the suspensions were just and reasonable, based on statements made
by the parties in the course of grievance procedures, and on the fact that the
grievance followed the imposition of discipline by a few days.
[43] That is as far as the ruling went. The Board did not determine the full scope of
the grievance because that was not in issue. While, as the Employer points out,
the Union did not mention other issues, the Union was simply responding to the
Employer’s motion rather than delineating the scope of the grievance.
[44] The evidence, arguments and findings leading to the September 15, 2020
decision do however provide some indication of the complaints raised in the
grievance. In those proceedings, the Union sought to characterize a letter from
the Grievor to the Union dated June 2, 2019 and delivered to the Employer on
June 26, 2019 as a new grievance alleging a continuation of conduct giving rise
to the earlier one. The letter says the following in its relevant part:
My rights as an Ontario Public Service (OPS) Employee per the collective
bargaining agreement were breached. Specifically, the progressive discipline rules
were not followed that led to my unpaid 30-day suspension. I am grieving the fact
that management did not take my concerns seriously after a request in November
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2018 to address gender discrimination and poisonous work environment concerns. I
consider this to be a failure to act on behalf of management. As a result, I did not
have an opportunity to meet with management as per Article 21.1.1. As per the
OPS collective agreement, an employee is to be given first a warning and then a
second warning, prior to any discipline including a suspension. In my case, I did not
receive a formal first warning. I did however receive a written warning on November
22, 2018 from an incident stemming from August 2018. I consider this to have been
my first warning. On May 6, 2019 I was suspended for 30-days without pay. As
stated, management has breached my rights as an employee by not following the
progressive discipline procedures.
The letter did not in fact allege any events taking place after May 6, 2021. It
provided no basis upon which to find a continuing grievance after that date. The
Union’s submissions in this regard were without merit. After reviewing
communications between the parties during the grievance procedure, I found that
the Union had not in fact presented this letter as a new grievance or said at the
time it was delivered to the Employer that it added anything to the May 12, 2019
grievance. I found that the Employer had reasonably concluded that it did not. In
the circumstances, it is fair to say that the letter was simply a statement from Ms.
Jackson to the Union regarding the subject matter of the original grievance that
the Union had then communicated to the Employer. I do not find in this context
that the Union’s attempt to characterize the letter as a new grievance, likely for
strategic reasons, amounted to a waiver or alteration of any claims made in the
original grievance.
[45] This being so, the letter can provide some indication of the real complaint, though
it was not an attempt by the Grievor or the Union to fully define the scope of the
grievance, or to particularize it. The Grievor’s statements in the letter indicate that
from the outset the grievance connected allegations of discrimination and a
poisonous work environment to the imposition of discipline. In between claims of
lack of just cause, it complains that “management did not take my concerns
seriously after a request in November 2018 to address gender discrimination and
poisonous work environment concerns”. It adds that “I consider this to be a
failure to act on behalf of management”. The letter indicates that in the Grievor’s
view the Employer had failed to take action in response to a poisonous work
environment, and that the discipline lacked just cause.
[46] The next indications of the scope of the grievance come from the fact that the
Grievor felt the need to file additional grievances on January 10 and February 10,
2020. Neither grievance contains any statement of the events giving rise to it.
But the remedies that each seeks indicate the nature of their claims. The first
seeks: “1. Restitution for loss of overtime opportunity 2. Compensation for undue
hardship 3. Developmental opportunities 4. Workplace free from harassment and
toxic work environment.” The second seeks: “Promotion to Youth Services
Manager with appropriate wage protection, Compensated for all losses
sustained, To be made whole, Full redress”. The remedies sought indicate that
the object of the grievances was denial of developmental opportunities, overtime
opportunities, and promotion. The remedies sought also suggest that the
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January 10, 2020 grievance claims that such denials resulted from or formed part
of a history of harassment or toxic work environment.
[47] The drafting and presentation of these three grievances indicates that Ms.
Jackson’s complaint in the first grievance was about alleged discipline without
just cause on May 6, 2019, a related failure to take action against a toxic work
environment, and alleged discrimination in both. The second and third
grievances added claims about denial of overtime, developmental opportunities
and promotion. They related at least some of these claims to an alleged toxic
work environment, harassment and discrimination.
[48] The drafting of the Statement of Particulars is consistent with this view of the
grievances. The Statement contends at paragraph 19 that Ms. Jackson has
been discriminated against on the basis of the race, gender and disability, and
that “The Employer’s 30-day suspension is a part of the pattern of harassment
and discrimination that she has endured at RMYC.” The Statement then goes on
to detail a set of allegations under the heading “2019-0290-0012 – File May 10,
2019 - Harassment, Discrimination (Race, gender, Disability), Unjust Discipline,
Job Opportunities”. These allegations make no mention of denial of job
opportunities. The Statement then details under the heading “Career
Advancement at RMYC based on discrimination and harassment (#2020-0290-
0004)” a set of allegations of denial of career advancement opportunities. These
are at paragraphs 98 to 107. The number in that heading is the Union file
number for January 10, 2020 grievance. The complaints about denial of career
advancement appear to have arisen after the original complaints of toxic work
environment and unjust discipline, and to have been the object of separate and
untimely grievances.
[49] I am therefore of the view that many of the allegations set out in paragraphs 98
onwards of the Statement of Particulars relate to matters that fall outside of the
scope of the original grievance filed in response to the discipline imposed on Ms.
Jackson. I will return to those paragraphs below. But first I will address the
Employer’s other relevance arguments in the order in which it raised them.
[50] The Employer maintains that allegations added by the Union to paragraph 8
should be struck. The allegations are essentially that in specific instances the
Employer condoned actions for which Ms. Jackson was disciplined.
[51] Ms. Jackson is accused in essence, of: (1) violating policies regarding
contraband, thus jeopardizing the safety and health of staff and youth and failing
to meet Ministry standards of professional behaviour, by allowing youth access to
hot sauce and leaving it in the RMYC server; (2) disregarding unit procedures by
allowing a program to be run by a youth during quiet time; (3) being
insubordinate by failing to submit an occurrence report regarding the latter
incident when it was requested by her manager; and (4) violating OPS policy on
the acceptable use of information technology resources and creating a health
and safety concern by allowing youth access to music contrary to Employer
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rules. It is arguable (and a longstanding view of many arbitrators) that an
employer’s failure to enforce rules consistently can constitute a form of
condonation relevant to whether there was just cause for discipline. Ms.
Jackson’s grievance challenges cause for discipline, and her Particulars have
maintained from the outset that the Employer has condoned the conduct for
which she was disciplined. Proof of recent instances in which the Employer
failed to consistently enforce rules similar to those that Ms. Jackson was
disciplined for contravening would therefore be at least arguably probative of her
claim that she was disciplined without just and sufficient cause.
[52] Paragraphs 8(b) and 8(d) allege security or safety violations coming to the
attention of management that took place within less than one year of the
incidents giving rise to the discipline imposed on Ms. Jackson, and for which
other YSOs were allegedly not disciplined. Paragraph 8(d) also alleges that a
YSO’s failure to produce an occurrence report in response to a request from a
manager, within the same time frame, was not subject to discipline. Similarly,
paragraph 8(g) alleges that a staff member ran a program after lockup time at the
facility, about a year and a half before the incidents for which Ms. Jackson was
disciplined, to the knowledge of an office manager, and without discipline. Proof
of each of these allegations would arguably be probative of the claims made in
Ms. Jackson’s grievance. I decline to strike them.
[53] Paragraph 8(c) alleges that:
“In the summer of 2017 YSO Kara Brown took out recreation keys when on youth
officer duties and fight ensued at recreation. Staff were injured. YSO Liu was not
disciplined.”
I am prepared to assume that the reference to YSO Liu was by mistake and that
it should have been to YSO Brown. However, the particulars provide no basis
upon which to infer that the fight had anything to do with the taking out of the
keys, or that the taking of the keys was contrary to Employer rules. The Union
and Grievor have not provided sufficient information. I cannot conclude that
these allegations, if accepted as true, would be arguably probative of a claim
made in the grievance. Paragraph 8(c) is struck.
[54] Paragraph 8(e) alleges that a YSO created a plan permitting certain youth to
access DVDs and MP3 players, but makes no allegation that management was
aware of the program, and provides no information indicating why such a
program would have been contrary to Employer rules or policy. The Particulars
and submissions of the Union provide no basis upon which to conclude that this
paragraph is arguably probative of the grievance. Paragraph 8(e) is struck.
[55] Paragraph 8(i) alleges that during the 2018 football season staff would print
betting sheets for youth, and that “staff engage in card games on the unit”.
Paragraph 8(i) makes no allegation that could support an inference that
management was aware or ought reasonably to have been aware of this
conduct, and provides no information indicating why staff card games would have
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been contrary to Employer rules or policy. Without this, the allegations are not
arguably probative of Ms. Jackson’s claims of condonation. Paragraph 8(i) is
therefore struck.
[56] The Employer submits that further particulars added to paragraph 19 about a
colleague complaining openly about having to work mainly with female YSOs
contain no allegation that anyone reported her colleague’s complaints to
management or that it was aware of them. The Employer submits that they are
therefore not sufficient to be probative of Ms. Jackson’s discrimination claims.
The Union maintains that the allegations are relevant to proving her experience
of discrimination based on sex or gender, and are sufficiently particularized. The
allegations relate to an individual about whose conduct Ms. Jackson makes
numerous other allegations in the Statement. Ms. Jackson alleges that she
made attempts to raise with management her concerns about a poisoned work
environment, including her concerns about this individual, but was met with a
lack of interest and a dismissive response. In this context the further particulars
are arguably probative of Ms. Jackson’s claims of discrimination. I decline to
strike them.
[57] The Employer submits that further particulars added to paragraph 28 should be
struck, because they contain no information on how the incidents they describe
constituted harassment or discrimination. The Union responds that in the first
incident Ms. Jackson suffered embarrassment when a youth with whom she was
playing a board game was searched because colleagues thought that the game
had gone on too long and that this seemed suspicious. It maintains that the
second alleged incident shows, when taken together with information provided in
paragraph 38, how Ms. Jackson’s decisions to discipline youth were treated with
less respect at RMYC than similar decisions made by colleagues. In my view,
the allegations in these paragraphs are arguably probative of Ms. Jackson’s
discrimination, harassment or toxic work environment claims. I decline to strike
the first two subparagraphs of paragraph 28. I agree however with the Employer
that the allegations in the third subparagraph remain insufficiently particularized.
The third subparagraph of paragraph 28 is struck.
[58] This brings me back to the Employer’s arguments concerning paragraphs 98 to
107.
[59] Of those paragraphs, only 98, 99 (except the last two sentences of its first
subparagraph), 100, 103, and 107 remain, the rest having been struck as
providing insufficient information.
[60] Among other things, paragraphs 98 and 99 assert, without providing any further
information, that: (1) Ms. Jackson applied for and was not selected for a Coach
Officer position in November 2017; (2) she applied to and was not selected to
backfill a Program Officer in 2018; (3) she applied and did not receive an
interview for a Manager position in 2019; (4) she applied for a Mentorship
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position in 2018 and was not selected for it; and (5) from 2016 to 2019 she was
never assigned an escort shift.
[61] The Employer contends that it can’t be that any assignment of work to an
employee or a group of employees, even a group with less seniority than those
not receiving such assignments, constitutes without more a prima facie
harassment or discrimination claim. It submits that if this were the case
employers would be called before the Board all the time for basic exercises of
management rights. The Employer insists that more is required before
allegations of discrimination in work assignments are treated as sufficient to
require a hearing of them.
[62] The Union submits that the allegations in paragraphs 98 and 99 are probative of
whether there was a pattern of isolating incidents targeting Ms. Jackson at the
workplace, and of whether Ms. Jackson’s race, gender, or disability was a factor
in that pattern. The Union maintains that the arguable relevance of the
allegations in those paragraphs needs to be assessed in light of a pattern of
events in which, by December of 2018 Ms. Jackson was essentially being told by
managers that nobody wanted to deal with her anymore, was soon afterwards
transferred between units, and then was disciplined in connection with an
incident that involved another colleague, who to the Union’s knowledge received
no discipline.
[63] Because the poisoned work environment and discrimination claims in Ms.
Jackson’s original grievance do not extend to the hiring and selection decisions
listed in paragraphs 98 onwards, the allegations in those paragraphs can only be
arguably probative of that grievance if they are arguably corroborative of
allegations sufficiently particularized earlier in the Statement. But even if I am
wrong about this and the hiring and selection decisions were part of the original
grievance, it would make no difference. Hiring or selection decisions, unless
constrained by Collective Agreement terms or otherwise, generally require the
weighing of several or many factors in relation to several or many candidates.
Mere proof that Ms. Jackson was not selected for certain positions, without
further information permitting inferences about the factors that may have been
involved in the Employer’s decision, would not on its own be arguably probative
of a pattern of targeting, or of discrimination. That further information could
include, for example, who was selected, what were the express or reasonably
understood qualifications, experience or other requirements for the position, or
which managers were involved in the decision. There is no argument before me
and no reason to think that this kind of information was not available to Ms.
Jackson. The only question is therefore whether bare proof that Ms. Jackson
was not selected for the opportunities in question could arguably complete a
framework of inferences of targeting or discrimination enabled by proof of
sufficiently particularized allegations made earlier in the Statement. Having
carefully reviewed those allegations, I have concluded that it could not, and
would even if proven add nothing to the arguable probative value of what is
alleged earlier in the Statement. I will explain.
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[64] I will consider first the allegations of a pattern of targeting. The particulars
alleged in support of this claim include the following management actions: telling
Ms. Jackson not to discipline or report a Youth Person who had started a fight
(paragraphs 30 to 32); making a joke of the issue of disrespectful treatment of
her by colleagues (paragraph 35 – allegations of treatment by colleagues being
detailed in paragraphs 28, 34, and 43, among others); tacitly condoning a
decision by Ms. Jackson’s colleagues to reverse her actions in disciplining a
Youth Person in October of 2018, despite the seriousness with which her
inadvertently contradicting discipline by a colleague had earlier been treated in
August of 2017 (paragraphs 28 and 38); completely disregarding program
proposals made by Ms. Jackson in the fall of 2018 (paragraphs 38 to 43); making
disparaging remarks about Ms. Jackson during the fall of 2018 (paragraph 47);
cancelling a workplace restoration meeting intended to improve relationships
between Ms. Jackson and her colleagues in November 2018 (paragraph 29);
transferring Ms. Jackson to another unit, with adverse consequences for her in
February 2019 (paragraphs 51 and 52); and the eventual imposition of severe
discipline for types of action which, in the Union’s view, had been condoned
when other employees carried them out.
[65] If proven, these allegations could together be arguably probative of a course of
unjust or arbitrary treatment ending in the imposition of discipline. However,
without information about the context or way in which the hiring and selection
decisions were made, or some other concrete connection to the earlier patterns
of alleged events, bare proof that Ms. Jackson was not selected for certain
opportunities during the time frame of these other events would add nothing
supporting an inference that she was targeted. There is simply not enough
information about the hiring and selection decisions to connect them to the
alleged pattern of targeting.
[66] I will consider next the claims of discrimination. I express no view and have not
been asked to rule at this stage on whether the Statement of Particulars as a
whole could support an inference of discrimination. I note however that it
contains little concrete information about the factors contributing to the alleged
treatment of Ms. Jackson. There is only one allegation of direct expression of
discriminatory animus on the basis of a prohibited ground. Paragraph 19
recounts that one of her non-managerial colleagues was vocal and upset about
having to work with Ms. Jackson and other women. The other alleged instances
of direct expression of animus against Ms. Jackson relate to her “relationship
approach” to her duties with respect to the Youth Persons in custody. There are
some allegations that others were treated differently from Ms. Jackson in similar
situations. But there is no information regarding the alleged gender, race, or
disability characteristics of those other employees. Indeed, the Statement
provides no information on the racial, gender, sex, or (dis)ability characteristics of
those other than Ms. Jackson involved in the various alleged workplace
incidents. There are no allegations in the Particulars that concrete or specific
characteristics associated with her sex, gender or disability were a basis for
specific adverse impacts of Employer actions experienced by Ms. Jackson.
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The only direct references to race or matters associated with race, outside of
descriptions of Ms. Jackson and the youth detainees, and statements of her
belief that she has been subject to discrimination, are found at paragraph 84.
There Ms. Jackson alleges that the music that she was disciplined for having
allowed primarily black youth detainees to play on Sound Cloud was “hip hop,
rather than a type of music historically associated with white people”.
[67] In this context, bare allegations that Ms. Jackson is a black woman with a
disability and was not selected for certain opportunities cannot complete or add
anything to the potential framework of arguable inferences in support of her
discrimination claims. There is simply too little information in the Statement of
Particulars about both the alleged hiring and selection decisions and about
earlier allegedly discriminatory actions for the former to arguably corroborate the
latter. As with her claims of targeting, more is required to establish the arguable
probative value of the five decisions not to select her, and to justify extending
hearings so as to hear evidence and arguments on each of them. Such
information would have been available to Ms. Jackson but has not been
provided.
[68] Accordingly, the second, third, fourth and fifth subparagraphs of paragraph 98
are struck, and the remainder of the first subparagraph of paragraph 99 is struck.
Paragraph 107 has no arguable probative value once the fourth subparagraph of
paragraph 98 is struck, and is therefore also struck.
[69] I do not accept the Employer’s remaining relevance arguments. The second
subparagraph of paragraph 99 alleges sufficient information about who was
selected for the opportunity in question and the relevance of seniority in the
selection criteria to be arguably probative of the pattern of isolation and toxic
work environment alleged elsewhere in the Statement. I decline to strike it. The
second subparagraph of paragraph 100 details an alleged refusal by Ms.
Jackson’s supervisor to do a yearly progress report on her. Those allegations
are sufficient. They are arguably consistent with behaviours alleged earlier in the
Statement, and thus arguably probative of her toxic work environment claims.
The Union’s Motion for Disclosure
[70] The Union renews its request that I order the Employer to disclose the following
information:
c. Documents, correspondence, and emails in any way related to the
decision to transfer Ms. Jackson to unit 3B in 2017, and then back to Unit 4A
in 2019.
The Union maintains that the information requested is arguably relevant because
the transfers in question were a part of a pattern of vexatious conduct. The
Union submits that it has provided all the details that it is capable of providing in
its particulars, and that the remaining information is within the Employer’s control.
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The Union also maintains that a transfer can constitute a form of double
discipline: Trillium Health Partners v CUPE Local 5180, 2021 ONSC 1045. It
contends the second transfer of the Grievor, in February of 2019, is arguably
double discipline imposed prior to the discipline in May of 2019, because it
created significant workplace disadvantages for Ms. Jackson in response to
allegations that the Employer had been investigating starting in the fall of 2018.
[71] The Employer responds that nothing in the Statement of Particulars supports an
inference of discrimination in the transfers, or that the Employer had made a
determination to impose discipline at the time of the second transfer in February
2019. The Employer notes that for that transfer to have been disciplinary action,
management would have had to compose the transfer memo and set up the
transfer within a matter of hours following the allegation meeting held to
investigate the matters for which Ms. Jackson was eventually disciplined in May
of 2019. The Employer submits that this is not plausible, and that more is
required before it has an onus to disclose.
[72] As discussed above, the Statement of Particulars alleges a course of conduct by
the Employer which if proven could arguably support the Grievor’s claim that her
discipline was part of a pattern of unjustified adverse treatment based either on
prohibited grounds of discrimination, or upon hostility to her relationship
approach to her custodial duties. The transfer decisions were allegedly about
Ms. Jackson alone, and made within the time frame of this course of conduct.
The Union alleges for concrete reasons that they had adverse effects on Ms.
Jackson. That is sufficient to establish the arguable relevance of the information,
and therefore sufficient on well-established principles to support the Union’s
disclosure request.
Dispositions
[73] Below I recapitulate the dispositions made above, for ease of reference.
[74] The grievances bearing Board file numbers 2019-2941 and 2020-1545 are
dismissed.
[75] The following parts of the Union’s Statement of Particulars are struck: the second
sentence of paragraph 8(a); paragraphs 8(c), 8(e), 8(f), 8(h), 8(i), 8(j), and 22; the
third subparagraph of paragraph 28; paragraph 33; the second sentence of
paragraph 39; the second sentence of paragraph 66; paragraphs 68, 71, 78, 82,
and 85; the second, third, fourth and fifth subparagraphs of paragraph 98; the
first subparagraph of paragraph 99; the first subparagraph of paragraph 100;
paragraphs 101, 102, 104, 105, 106 and 107.
[76] I direct the Union to amend paragraph 76 of the Statement of Particulars as
indicated in paragraph 23 of this decision.
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[77] The Union may call no evidence in support of the allegations in the first sentence
of paragraph 39, the last sentences of each of paragraphs 45 and 46, or to prove
the truth of statement alleged in paragraph 59 to have been made by YSO Liu,
except to the extent that such evidence is probative of allegations sufficiently
particularized elsewhere in the Statement of Particulars.
[78] I direct the Employer to disclose all documents, correspondence, and emails
related to the decision to transfer Ms. Jackson to unit 3B in 2017, and then back
to Unit 4A in 2019.
Dated at Toronto, Ontario this 20th day of August, 2021.
“Kevin Banks”
______________________
Kevin Banks, Arbitrator