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HomeMy WebLinkAbout1985-0423.Mantha.86-05-26BETWEEN: IN THE MATTER 0: AN ARBITRATION THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT BEFORE ~7302 GRIEVANCE SETTLEMENT BOARD OPSEU (LIONEL +~ANTHA) Grievor - And - The Crown in Right.bf Ontario (Ministry of the Envir~onment) BEFORE: '. R. L. Verity Vice-Chairman J. McManus Member F.. T. Collict ffember FOR THE GRIEVOR: M. I,. Rotman Cbunsel Rotman & Zagdanski Barristers & Solicitors FOR THE EMPLOYER: 0. W. Brown Crown.Law Office, Civil Ministry of the Attorney General HEARING DATES: January 21, 1986 March 18, 1986 Employer -2 5 -- - 2 - DECISION ~.. ,,; In a Grievance dated May 23, 1985, Lionel Mantha alleged that during a period of "serious emotional and mental distress" he was coerced into submitting a resignation "in lieu of a dismissal". The Grievance alleged dismissal without just cause. .The settlement requested was that the resignation be rescinded, and that the Grievor be reinstated with retroactive benefits. The Employer contended that the Grievor had voluntarily resigned in the absence of any arrangement or coersion. The matter first proceeded to Arbitration on a jurisdictional issue on September 3, 1985. Subsequently on October 7, Vice-Chairman .Roberts dismissed the Employer's A,( preliminary objection that alleged undue delay in the filing of the Grievance. ~~~. ,~ The merits of the Grievance were pl.aced before the present panel'. T,,he facts are both unusual and tragic. The Grievor is 49 years of age and has been employed with the'ontario Government since 1970. At the time of the "resignation" the Grievor was a Systems Analyst in the Systems Development Section of the Ministry in Toronto. - 3 - In the latter part of September, 1984, the Grievor concocted two fraudulent schemes against his Employer. on or about October 1, the Grievor fully processed a purchase order for $2,400.00 to hire a consultant under the Waste Site Information System Program, which was designed~to benefit the Grievor personaIIy (the ian,dscape contract). At approximately the same time, the Grievor proc.essed a second fraudulent purchaser order for $ 3,OOO.OO to hire a consultant for modifications to the pesticide system (the pe~sticide contract). This second contract wa's prepared to benefit a company controlled by relatives of the Grievor (and , presumably the-Grievor himself). This second contract was not fully processed when the f'raud was discovered. On October 2, 1984, Stephen Rose telephoned the Grievor’s Supervisor, Systems Development Office Manager G. F: Scanlon. Mr. Scanlon was'fully briefed by Mr. Rose on th.e landscape contract, and was advised that Mr. Rose wanted no . ..~ apart in any fraudulent activity. Mr. Scanlon promptly contacted his superiors and retrieved both contracts. In what appears to be a totally unrel;ated incident, Stewart Summers, Mr. Scanlon's Supervisor died unexpectedly on the evening of October 2. Mr. Summers’ death had a marked effect upon the Grievor w~ho became greatly insen~sed that the office staff did not send flowers to the funeral home. - 4 - On October 18, the Grievor was suspended without pay following a police investigation during which the Grievor was. charged tiith two counts of fraudulent conduct under the Criminal Code of Canad'a. On November 14, 1984, the Grievor was given written notice that he'was further suspended (without pay) from November 16 to December 13 for attempted misappr.opriation of: Ministry funds. On November 30, 1984; the Grievor submitted the following written resignation: “I have received my notice of suspension.. dated November 14, 1984. I have seriously considered the matter and have decided to resign effective November 30, 1984. I request,that all benefits (vacation, severenc,e, etc.) be forwarded to me as soon as is practicable." Counsel for the Union advised the Board that the Grievor pleaded guilty to committing a fraud upon the Government, contrary to Section 110 of the Criminal Code of Canada. He was duly convicted and placed on six months probation. The Board was also advised that a second charge of "attempted fraud" was withdra.wn by the Crown. Or. David S. Byers testified on behalf of the G.rievor. Or. Byers is a psychiatrist inn private practice in Toronto specializing in adult and forensic~psychiat~ry. He has practiced psychiatry for approximately'11 years, six of which - 5 - were +s staff psychiatrist at the Clarke Institute of Psychiatry. Dr. Dyers first examined the Grievor on February 14, 1985 as a result of a referral from the Grievor's lawyer at the time, Michael Muldover. Although Dr. Dyers was consulted for purposes of a second opinion, he has continued to provide the Grievor with ongoing psychiatric treatment. The Grievor had been examined previously on No~vem,ber 30 and December 7, 1984 by Toronto Psychiatrist Dr. Andrew Malcolm. Dr. Byers’ diagnosed the Grievor's problem as “severe affective disorder” which he described as a serious form of mental illness associated with mid-life. The illness causes .t severe depressions. In the Psychiatrist's opinion, the Grievor had experienced the illness for some 12 to 18 months prior to his criminal conduct and subsequent resignation. The Psychiatrist formed that opinion, in part, on the strength of the Grievor's statements that he had experienced a marked loss I : of interest in h,is normal extracurricular, activities such.as jogging, hockey, Boy Scout activities, arranging canoe.trips and neighbourhood functions. The Grievor had a~lso experienced the usual symptoms of the illness - loss of app~etite, weight ioss, sleep disturbance, loss of energy, increasing social . withdrawal and suicidal tendancies. According to Dr. Byers’ testimony, the Grievor experienc'ed the typical reaction of "working even harder" at his job. - 6 - The Grievor was given the anti-depressant drug "Lmipramine" and is currently taking 125~ milligrams of the drug on a daily basis. Unfortunately, the Grievor has had difficulty tolerating the medication and .has experienced certain unpleasant side effects. The goal of the Psychiatrist is to increase the drug dosage to between 200 and 300 milligrams per day. Dr. Byers testified that he is convinced that the Grievor's criminal activities and his subsequent resignation were caused by the pre-existing illness referred to above. He -.. based~'~that opinion on the strength of his 20 years of clinical experience and the fact that Dr. Andrew Malcolm, had come to the same conclusion. In cross-examination, when asked whether the Grievor's judgment was so impaired that he was incapable of weighing the.consequences of his decisions, Dr. Dyers replied: "He had all the information intellectually... Emotionally, he was unable to weigh that information”. ~‘. Or. Dyers prepared two medical .reports concerning the Grievor. The first report dated March 4, 1985 was prepared after three one hour interviews. That report was prepared solely for use in sentencing in the.Criminal Court proceedings.. The second medical report of Dr. Byers is dated August 23, 1985, and was prepared with the arbitration hearing I in mind. Portions of Dr. Byers’ medical report merit - 7 - repetition: "I cant inue to have the opinion that Mr. Mantha, at the time of his criminal . 1 involvement and resignation, was suffering from a depressive illness of such severity that he was not fully aware of the implications of his decision to resign and in fact the impaired judgement as well as self-defeating almost se~lf-destructive thinking at that time led him to behave in a manner leading to the formal resignation but with an. underlying sense of II*,.j.ust wanted to stop everything'.... In this setting, then,'of increasing severe depression with ruminations about other losses by way of death and friends' illness, Mr. Mantha would be expected to experience sufficiently-;impaired judgement and reasoning ability ,that his decision-making process ~would be interfered with such that in particular I would anticipate that he would not be fully aware of all the ramifications of his decision to resign including being able to look at alternative courses of a,ction including entering therapy or approaching superiors in the Ministry etc. As well, there.-was a -. general background flavour of a self-destructive, almost suicidal, flavour in operation that would .further impair, his judgement and reasoning ability. This same interference would of course interfere wiTh his ability.to follow through with any form of redress through his union with respect to looking at pr0cedure.s of grievance." . . . . The Psychiatrist testified that it was quite understandable that the Employer saw no signs of the illness. In the Psychiatrist's opinion, the Grievor’s conduct in September, October .and November were totally out-of-keeping with his general character. Dr. Byers testi.f'ied that of, the hundreds of cases that~he has treated, there is only one. other s. .~ - 0 - case in addition to the Grievor’s where he was satisfied that the depression pre-dated the criminal behaviour. The Grievor testified that his long-time active involvement in extracurricular activities such'as jogging, canoe tripping, cross country skiing, scouting and hockey came to an abrupt end some 12 to 10 months prior to his criminal activities. He candidly admitted his involvement in both the landscape contra,ct and the pesticide contract. In par.ticular, he admitted that he would have gone ahead with the. landscap'e‘ contract had the consultant been agreeable to do so. The Grievor testified that he resigned on the advice o-f his lawyer, Mr. Muldover. .In the Grievor's own words, "I felt I was on a merry-go-round - I couldn't get off". His testimony was to.the effect that ins retrospect he now recognizes that he had taken on.more projects.at work than he was capable of handling. The Employer called two witnesses. Stephen Rose worked for the Grievor on a contract basis on two occasions, namely from November, 1982 to February, 1983 and’from June, 1984 to September, 1984. He described the Grievor as “very friendly and.easy going" and "very easy to work with". Mr. Rose detailed.his knowledge of the Grievor's scheme to defraud the Ministry in the landscape contract. At no t,ime.was Mr; Rose a wi lling participant in the Grievor's proposal. * . . - 9 - ._ G. F. Scanlon has been Manager of the Systems Development Unit of the Ministry for approximately 14 years. He has worked with the Grievor for many years and has developed not only an excellent working relationship, but a personal friendship with the Grievor. Mr. Scanlon described the Grievor as "competent", "a good worker” and "a real asset to .the group". Mr. Scanlon approved the Grievor’s purchaser order for the landsca~pe contract on the u'sual basis that he relied upon the Grievor’s recommendation;~ Neither Mr. Rose nor Mr. Scanlon noticed any change in the Grievor’s personality or conduct at w‘ork. In Mr. Scanion's words, "the testimony of Dr. Byers is a revelation to me". On behalf of the Grievor, Mr. Rotman argued that the : medical testimony demonstrated conclusively that the Grievor was unable to form the requisite intent to submit a voluntary -2. resignation. In short, it was alleged that the Grievor’s judgment was impaired at all relevant times. Mr. Rotman urged the Board to reinstate the Grievor and to place him in the status of an employee on leave of absence. For the Employer, Mr. Brown contended that the. Grievor had voluntarily resigned, and that there was no coersio'n on the part of theMinistry. He contended that-there was no evidence that the Grievor was dismissed. Mr. Brown. z I .,- - lo- argued that the Grievor was not. under such emotional stress to prevent him from embarking upon the two fraudulent schemes.. Alternatively, he argued that the emotional stress was not a factor and had been contrived as an alibi to attempt to explain the Grievor’s conduct. Mr. Brown further argued that Dr. Byers had been mislead by the Grievor that the death of Stewart Summers had played any role in- the Grievor's involvement in either fraudulent activity. In assessing the~evidence, the difficurty the Board is faced with is the absence of direct medical testimony concerning the state of the Grievor's mental health on November 30, 1984 - th'e da.y of the purported resignation. From the testimony of Dry. Byers, the Board does know that another psychiatrist, Dr. Andrew Malcolm examined the Grievor on that very day. For whatever the reason, Dr. Malcolm was not called upon as a witness. However, the Board does know that Dr. Macc'olm ag&ed with the diagnosis of Dr.~ Byers as to the . ,;A+<z:T Grievor's mental condition. The .only medical testimony as to the Grievor's mental condition was the evidence of Dr. David 'dyers. Dr. Byers is a Toronto Psychiatrist with extensive experience in his chosen ..~. field of expertise. In addition to private practice, he is assistant Professor with the Department of Psychiatry at the University of Toronto, and is a Psychiatric Consultant to the Lieutenant Governor of Ont.ario. The Board is satisfied that i - ll- Dr. Eyers is a very credible witness indeed. I" the absence of any med.ical evidence to the contrary, the Board accepts Dr. Byers' testimony that in all probability the Grievor's actions in the fall of 1984 resulted from his pre-existing mental illne'ss.. Dr. Byers acknowledged that he was unaware of the details surrounding the pesticide contract. In our opinion, Dr. Byers is likely.mistaken in his asses'smknt of the. effect of Stewart Summers' death on the Grievor’s involvement with that contract.- The evidence did establish that both the landscape contract and the pesticide contract were pt,epared by the .Grievor prior to Mr. Summers' death. We find as a fact that the death of Stewart Summers was of no significance in the Grievor's fraudulent activiti~es-: Neve?th,eless, on the strength of Dr. Byers' diagnosis, we find as a fact that in all probability the Grievor suffered from severe depression due to mental illness for a considerable period of.time prior to the fall of'1784. In retrdspect, it is indeed tragic that the Grievor pleaded guilty in February of 1985 to the criminal charge. Presumably, the reason for having done so was the absence of complete psychiatr,ic assessments at the time. Simply stated, the Board is not~satisfied that the Grievor was of sufficiently ,: sound mind at all relevant times to form the requisite intent to defraud the Employer. ~1" our opinion, the evidence before - 12- us has established that the Grievor’s judgment was impaired to such an extent that it is questionable that he should have been held accountable for his actions; Similar 1 I November 30, 1984 y, this Board is not satisfied that on the Grievor was of sufficiently sound mind to have fully comprehended all of the ramifications of a voluntary resignation. In cases of this nature, Arbitrators have frequently stated that there must be both a subjective and an objective element to the resignation. The Board adopts the rationale of Vice-Chairman McLaren in OPSEU (Anonymous) and the Ministry of Government Services), 268183 where'the Arbitrator states at pages 9 and 10: .,'~;>z~. "The 'quit versus discharge.-case law admits of a rationale based upon protection of an employee who niornentarily acts against his int~erest, but is an abhorrent or temporary aberration for an otherwise rational person. The case law requires that there be a real subjective intent to resign which is assessed by an objective examina.tion of the conduct.surround0!g the circumstances of termination of employment with close attention being paid to the actions of the employee involved. This case cannot admit of such an examination because here the einployee is incapable of. forming an intent because of mental incapacity at the time of resigning and following thereafter. While an objective examination of the conduct surrounding the circumstances of the termination might suggest a real subjective intention to resign, the mental ,illness of the Grievor makes it unnecessary tom conduct ';a" objectiveexamination of those - 13- circumstances because the person is considered at law ~to be incapab-le of forming the real objective intent because of the inability to appreciate the consequences of the actions which flow from the conduct. In such circumstances, the contractual agreement between the employer and employee cannot be brought to an end by the apparent voluntary actions of the employee." In the instant Grievance, although the Grievor may well have given the appearance'of rationality, the medical testimony of Dr. Byers would indicate otherwise. Admittedly, the letter of resignation was written by the Grievor himself in sufficient detail. However, in the absence of medical evidence to the contrary, the Board accepts the testimony of Dr. Byers that as a result of the Grievor's mental state, he was unable to appreciate all of the ramifications of his resignation. In view of his lengthy tenure, it is difficult to understand why the Grievor did not consider alternate courses of action, namely to request an extended leave of absence or to spe'ak with his friend and Supervisor, W.,F. Scanlon. In short, the Board finds that the Grievor lacked the mental capacity to resign. The evidence does not disclose that the Employer any manner attempted to coerce the Grievor. or to make an arrangement to force a resignation, The Employer did not discharg~e the Grievor in the normal sense of dismissal. However, the fact remains that the Employer processed the in - 14- purported resignation and subsequently refused to reinstate the Grievor when presented with evidence as to the Grievor’s mental condition at the time of the "resignation". Such action on the part of the Employer can only be characterized as constructive dismissal which amounts to discharge without cause which in turn is grievable under the Collective Agreement. Ian our opinion, this may not be the appropriate case for reinstatement at the present time. As indicated previously, Dr. Byers testified that the Grievor was experiencing an adverse reaction to the anti-depressant drug.. The Psychiatrist also testified that the majority of patients suffering from severe affective disorder respo:nd to medical treatment. Dr. Byers also stated that approximately 20% of patients become chronic victims of the illness. Inall the circumstances, the resignation is rest inded and the Gr ievor shall be deemed to have been an employee since the purported re~signation of November 30, 1985. The Grievor shall be accorded the status of an employee on ",$~~,, leave of absence without pay and without benefits, but.~ with no loss of seniority. The Grievor shall be returned to active employment with the Ministry upon production of a medical certificate-,-From Dr. ~Byers, or from any other duly qualified psychiatrist, to the effect that he is able to meet the normal requirements of his po'sition. ., - 15- The Board shall remain seized in the event that the Parties experience any difficulty in the interpretation or impldmentation of this Award. DATED at Brantford, Ontario this 26th day of May, A.D., 1986. ..H & Hz5 .-- / 7 H. L. Verity, 'Q.C. - Vice-Chairman d , #& ,T.b.&- I 3. McManus - men 3. McManus - Member P7!& g qf f&z2 F. F. i. Colllcc.- Member ?. Collict.- Member COMEIENT - G.S.B. FILE #423/85 This member is in concurrence with the award in this case. The essence,of the award is captured in the following para- graph from page 13. "In the instant Grievance, although the Grievor may well have given the appearance of rationality, the medical testimony of Dr. Byers would indicate other- wise. Admittedly, the letter of resignation was written by~.the Grievor himself in sufficient detail. However, in the absence of medical evidence to the contrary, the Board accepts the'testimony of Dr. Byers that as a result of the Grievor's mental state, he was unable to appreciate all of the ramifications of his resignation." Dr. Byers' testimony was that he first examined the grievor on February 14 of 1985, whereas the resignation was submitted on' November 30, 1984. The incidents which led to the resignation ocdurred in September of 1984. Subsequent to a review of the evidence in this case it is indeed difficult to accept testimony which indicates a "retroactive" evaluation and interpretation of events which occurred some five to six months earlier and, as testified to by Dr. Byers, were brought about.by severe depression. Aberrant behaviour of the part of an employee,is often the incident which precipitates some form of -response from management, whether discipline, dis- charge, resignation or some form of termination: - and it is of great concern to this member that such behaviour is to be justified or ~explained on the grounds of some stressful circum- stances that might be alleged to have brought about the aberrant behaviour. All employees are subject to varying degrees of stress and depression from time to time and it .is ,not unusual for personal circumst~ances to precipi~tate actions associated with the work place which are not acceptable to management. 2. The Board is faced with testimony from an expert witness in this case; and notwithstanding the perplexion caused by t~he evaluation which "explained" the earlier behaviour, the Board is in no position to refute the expert testimony presented unless additional expert testimony is advanced to clarify, explain or give clause to the Board for an alternati,ve explan- ation of behaviour. ,.: