HomeMy WebLinkAbout1985-0494.Fenske.87-03-30BETWEEN :
BEFORE:
4 7 I, ’ \ ..’
IN THE MATTER OF AN ARBITRATION
- Under -
THE CROWN EHI’LOYBES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEmNT BOARD
OPSEU (Peter Fenske)
Grievor
- and -
The Crown in Right of Ontario
(Ministry of Government Services)
Employer I
R.L. Verity, Q.C., Vice-Chairman
I.J. Thomson, Member
W.A. Lobraico, Hqber
FOR THE GRIEVOR: A. Ryder, Q.C., Counsel
Gowling and Henderson
Barristers and Solicitors
FOR THE EMPLOYER: E. Hipfner
Staff Relations Officer
Ministry of Government Services
HARING DATES: May 29, 1986
October 2, 3
January 23,
, 1986
1987
7 _i (
. -2 -
Peter Fenske is a long service employee with seniority dating
back to October, 1960. He is currently classified as Services Officer
1 and has been so classified since 1973. Mr. Fenske is employed in the
Ministry’s Queen’s Park District. In 1983, his position title was
changed from Fire Protection Systems Foreman to Fire Protection Systems
Inspector, although the classification remained unchanged.
On May 14, 1985, Mr. Fenske filed a grievance claiming
improper classif icat~ion as Services Officer 1. He seeks
reclassification to Services Supervisor 2 retroactive to March, 1985.
On the first hearing date, the Board granted an Order for an
adjournment to allow the Parties to hold a second stage grievance
meeting to consider the Grievor’s present duties and responsibilities.
The Parties were unable to agree on the appropriate classification.
Generally, classification grievances proceed on two possible
grounds:
(i) The measurement of the Grievor’s job against the wording
of the applicable Class Standards (The standards
approach) ; and
-3-
(ii) Notwithstanding the Class Standards, upon evidence that
there are other employees performing the same duties in
the higher classification (the usage approach).
See, for example, the Judicial Review of the Michael Brecht
Decision reported in Ontario Public Service Employees Union v. The
Queen in Right of Ontario et al. (19821, 40 O.R. (2d) 142.
In the instant grievance, the claim for reclassification
proceeded solely on the first test: namely an assessment of the
Grievor’s duties and responsibilities measured against the relevant
Class Standards. The Class Standards at issue read as follows:
SERVICES OFFICER 1
~ This class covers positions of employees in
the Ministry of Government Services who arrange,
inspect, and’supervise the installation and repair
of either electrical or’mechanical systems and
equipment in Government-owned buildings in all
districts except, those in the Central Region whete
the Manager position is classified at the Buildings
Manager 5 level.
These employees estimate job costs, arrange
for contractors, inspect and assess the work of
contractors, and recommend acceptance or rejection
of claims in excess of tender. They supervise and
assign work to foremen or in some districts
directly to day labour forces. They may also be
required to personally supervise the ongoing
‘preventive maintenance program of the electrical or
mechanical services within the area, including
co-ordination between areas of trade
specialization.
-
-4 -
In all ,districts, these employees prepare
annual budget estimates based on their assessment
of requirements for new mechanical or electrical
installations and replacements, In- some districts,
they may also be required to provide. budget
estimates for the total operation and maintenance
program.
SKILLS AND KNOWLEDGE:
Skills in an appropriate electrical or
mechanical trade; supervisory and instructional
ability; ability to lay out work assignments from
plans and specifications; ability to estimate costs
of materials and labour; ability to prepare
reports, a good knowledge of statutes, regulations,
and~by-laws governing electrical or mechanical
installations.
SERVICES SUPERVISOR 2
This class covers positions of employees who
are responsible for ensuring the technical
implementation and execution of projects concerned
with the installation, maintenance and improvement
of either electrical or mechanical systems and
equipment in Government-owned buildings in an assigned region of the Ministry of Government
Services. These employees operate either as
regional co-ordinators of minor capital,
maintenance, and improvement projects in all but
the largest region of the Ministry, or as regional
,inspectors of major capital projects.
: This class also covers the positions. of the
senior electrical or mechanical inspectors in
districts in the Central Region where the Manager
'position is classified at the Buildings Manager 5
level.
As regional co-ord inators, they provide
technical advice to district electrical or
mechanical supervisors and staff. They personally
prepare instructions, estimates and contract
documents on the larger more complex projects.
When necessary, they conduct inspections of large
complex contracts and carry out investigations of
the more difficult problems, providing advice and
guidance to district staff. They are responsible
-5 -
for the implementation, operation, updating and
co-ordination of the Preventive Maintenance Program
covering electrical or mechanical equipment in
Government buildings, arranging contract
maintenance where required. They work closely with
district electrical or mechanical supervisors.in
the preparation of annual budget estimates.
As regional inspectors, they are responsible
for ensuring that electrical or mechanical systems
and equipment for major capital projects are.
installed in accordance with designs and
specifications. They inspect work in progress,
reporting on any deficiencies, interference, site
problems and other conditions. They instruct
contractors on Government procedures and co-operate
with them in resolving problems. They estimate
labour and material costs to ensure the validity of
progress billings and change orders. They conduct
final inspection of completed work to ensure the
proper functioning of the installation.
SKILLS AND KNOWLEDGE:
Skills in an appropriate electrical or
mechanical trade; supervisory, instructional and ‘. administrative ability; ability to estimate costs
and prepare work assignments from plans and specifications: thorough knowledge of statutes,
regulations and by-laws governing electrical or
mechanical installations.
The Employer submitted a Position Specification and Class
Allocation Form dated March 25, 1985, applicable to the Grievor’s
position, which is reproduced in material parts:
PURPOSE OF POSITION (Why does this position exist?
State goals objectives etc.)
To inspect the work of contractors or district
staff engaged in the installation, testing,
service, maintenance, repair of fire protection and
emergency communication equipment including
mechanical and electronic fire detection and alarm
systems, emergency evacuation systems, sprinkler
I
I
-6 -
systems, fire hoses, fixed extinguishing systems,
portable fire extinguishers, and portable rescue
equipment installed in government-owned premises in
the Queen’s Park District.
SUMMARY OF DUTIES AND RESPONSIBILITIES (Indicate
percentage of time spent on each significant
function, indicate scope, equipment, working
conditions unusual features etc.)
1.
50%
2.
30%
Arranges for and inspects work carried out by
contractors or district staff by:
planning the fire alarm preventive maintenance
program for all fire detection, fire
extinguishing and emergency evacuation
systems, in accordance with established
schedules and existing legislation: assessing
the nature, extent and priority of, scheduling , implementing, co-ordinating and
monitoring progress of inspec,tions and service
required:
conducting field investigations to assess
existing facilities and future requirements;
determining the. safest and most economical
methods of repairing defective equipment, or
recommending replacement considering the
length of time that equipment can be left
safely inoperative:
participating in the preparation of contracts
by prep.aring scopes of work, sketches,
estimates of labour and materials, and
information regarding specific equipment;
inspecting and supervising the installation of
components in buildings, integrating into the
total system by arranging fhe,necessary power
connections and testing:
conducting acceptance and functional tests of
fire alarm systems and emergency
communications systems prior to take over of
buildings: providing inspection services for duress or
other alarm systems.
Monitors work carried out by the service
contractors by performing such tasks as:
conducting site visits with contractors and
discussing project requirements:’
inspecting completed work to ensure adherence
to contract documents;
3.
10%
4.
10%
-7 -
contacting contractor to advise of situations
of non-compliance, referring unresolved matters of non-compliance to supervisor for
further action;
recommending for approval payment of invoices.
Provides technical guidance and training to
district staff as required.
Provides specialized skills and knowledge in
the field of fire alarm systems as and where
required such as:
liaising with local fire department and fire
marshall's office to rectify problems
identified in government buildings;
interpreting legislation and codes pertaining
to fire protection;
preparing preventive maintenance procedures,
routine and schedules:
preparing fire or malfunction repprts
following,all fire alarms;
providing service to other districts if
required:
advising other inspectors on matters
pertaining to the installation and repair of
new fire protection systems, as requested;
preparing material requisitions for repair and maintenance of equipment, and approving
payment on rece~ipt of goods:
as assigned.
SKILLS AND KNOWLEDGE REQUIRED To PERFORM THE WORK
(State education; taining, experience etc.)
Valid Electrician's Certificate of Qualification
(construction and maintenance). Successful
completion of a recognised electronic course of
study to understand electronic theory and its
application. Thorough knowledge of and practical
.background in installation, maintenance, repair,
modification, modernisation and installation of
fire alarm, fire detection, fire control and
emergency evacuation systems acquired through
several years related experience. Good knowledge
of fire and safety codes. Planning and
organizational skills to schedule and coordinate
regular and irregular maintenance without
unnecessary disruptions. Familiarity with
engineering terminology as it relates to fire
-
,
-8-
protection systems. Ability to communicate
effectively with client ministries, contractors,
engineering specialists and the public. Time
management skills to organise one's own work, set
priorities, and handle ongoing tasks and multiple
projects simultaneously.
Currently, there is apparently only one Services Supervisor 2
employed with the Ministry.
The Grievor testified at some length concerning his duties
and responsibilities. The core duties of the position involve
'arrangements for and inspections of the work of contractors and
monitoring the work of service contractors for the full range of fire
protection and related services in the Ministry's Queen’s Park
District. In layman's terms, he is responsible for the maintenance of
fire alarm systems in all Queen's Park buildings. He is also~
responsible to ensure the maintenance of outside contractors pursuant
to contract documents, and the inspection of the installation of all
fire alarm systems installed through renovations or alterations.
The thrust of the Grievor's claim for reclassification arises
from new work assignments which began in early 1985.
The first new duty involved responsibility for preparation
and negotiation of maintenance contracts for fire protection systems
within the district. The Grievor alleged that prior to 1985, George
Kalkounis performed that task. According to the Grievor he is now
required to estimate each proJect, to write the specifics of the
-9-
requirements for outside contractors pursuant to current fire code
requirements. According to the Grievor, he has completed one
negotiation and four justifications. Approval was given to one
justification.
A second duty, acquired in 1985, was the co-ordination of
training sessions in the use of portable fire extinguishers for
district and regional staff as well as client Ministries at the Toronto
Fire College.
A third responsibility acquired from the Design Services
Branch was for the design, costing and inspection of the installation
of smaller fire alarm systems. As an example, the Grievor cited his
design work in renovations to the second floor, north wing of the
legislative building which accommodates the N.D.P. caucus rooms. The
Grievor maintains that he ha.s designed four or five such projects.
A fourth responsibility, recently acquired, was to act in an
advisory capacity as consultant to property managers and client
Ministries in the interpretation of the Fire Marshall's code and all
municipal fire department regulations. Under this duty the Grievor is
now required to meet with the Toronto Fire Chief and the Fire
Marshall's office.
A fifth new responsibility is to write contract documents for
- 10 -
the maintenance of burglar alarms by outside contractors. A sixth new
duty, assigned in 1986, involved "budget information" in order to
up-date existing fire alarm systems.
Four witnesses testified on behalf of the Employer. Roderick
McDowell, a professional engineer, is Manager of Engineering and
Operations in the Queen's Park District. Mr. McDowell currently
supervises all electrical and mechanical systems in the Queen's Park
District. The Grievor's Supervisor, George Stiver, the district's
electrical supervisor, reports directly to Mr. McDowell. Mr. McDowell
testified that in March, 1985, a re-organisation took place within the.
district which re-assigned "day labour forces" to the supervision of
property managers. Acdordingly, the Grievor lost his supervisory
responsibilities for two fire alarm mechanics.
Mr. McDowell.prepared the relevant Position Specification to
specify the Grievor's duties. He maintained that the position
specification form was "substantially" accurate. He.did acknowledge,
albeit somewhat begrudgingly, that the Grievor's job has evolved since
the Position Specification was prepared in March of 1985. In Mr.
McDowell’s opinion, the new duties acquired by the Grievor could
arguably be included under the "as assigned" provision in the Position
Specification form. Mr. McDowell was adament that the Grievor was not
involved in major capital projects as contemplated by the higher class
standard ,* In sum, while Mr. McDowell acknowledged that the Grievor was
'an expert" in fire alarm systems, he was not supportive of the
- 11 -
Grievor’s claim .for reclassification.
Peter Mcliardy, a mechanical engineer, Design Services Branch,
testified that he supervised 18 employees including Andrew Plumridge, a
Mechanical Inspector who was the Ministry’s only employee classified as
Services Supervisor 2. It was Mr. MeHardy’s evidence that a large
proportion of the mechanical inspector’s duties involved inspections on
a provincial-wide basis. Such inspections involve the full range of
the mechanical discipline. He testified that, unlike the Grievor, Mr.
Plumridge performed. no maintenance responsibilities.
Ms. Marilyn Jackson, Personnel Administrator, gave evidence
in support of her opinion that the Grievor was properly classified as
Services Officer 1.
Tim Casey, of the Ministry’s Property Management Division,
testified regarding the provision of Government Accommodation and the
various expenditure programs outlined ,in the Ontario Government’s
Manual of Administration.
In reply, Mrs. Susan Bertschinger, of the Ministry’s Design
Services Branch, was supportive of the Grievor’s claim. In her
capacity as Technician 4 Survey, Mrs. Bertschinger is responsible for
all safety and security systems in the Ministry including the design of
fire alarm systems. She has worked with the Grievor for a number of
years and considers him part of the design team and the inspection
, . - 12 -
process. In her opinion, the complexity of the Grievor’s job does not
depend on the particular funding allocation of a project, as for
example whether it is a major or minor capital project. --In comparing
the Grievor’s responsibilities to those of a mechanical inspector,
introduced by way of a Position Specification Form, she rated the job
complexities as “pretty much equal”.
The Union contended that the Grievor was misclassified as
Services Officer 1 but acknowledged that the higher Class Standard
requested was inappropriate because of the requirement to work on major
capital projects. Mr. Ryder urged the Board to exercise its authority
to direct the Employer to reclassify the Grievor in a classification
equivalent to that of the Services Supervisor 2 Class Standard. He
contended that the new duties acquired by the Grievor were not
developments of the existing position, but were rather qualitative,
changes sufficient to justify a higher classification.
The Employer contended that the present classification
accurately reflects the Grievor’s duties. Ms. Hipfner argued that each
of the Grievor’s new duties fell squarely within the duties specified
in the Position Specification and Class Allocation Form. It was the
Employer’s position that since the core duties of the Grievor fell
within the Services .Officer 1 Class Standard, there was no
justification for reclassification.
- 14 -
For Ministry purposes, the Province is divided into 11
districts with each district reporting to one of three regions. The
Queen's Park district reports to the Metropolitan Toronto Region, On
the evidence presented, the Board is satisfied that the Grievor falis
short of entitlement to the classification sought of Services
Supervisor 1. The classification requested contemplates regional
responsibilities within the full range of either electrical or
mechanical disciplines. ,The Grievor performs his duties within the
Queen's Park district and therefore cannot be deemed to be a regional
co-ordinator as contemplated by the Services Supervisor 2 Class
Standard. Similarly, the Grievor fails to qualify as a Regional
Inspector of major capital projects. The evidence is not seriously
disputed that the Grievor does not work on major capital projects. By
definition, a major capital project involves a total capital
expenditure of $400,000.00 or more which increases the Government's
real property. Simply stated, the Grievor does not work on major
capital projects.
Therefore, the issue for determination is whether or not the
Grievor is improperly classified as Services Officer 1. Both Parties
acknowledge that the Grievor's duties have increased since March of
1985. The real issue is whether the quantitative changes to the job
are also qualitative changes.
In our opinion, the Grievor has become atypical of the
Services Officer 1 Class Standard, even though he performs most, if not
I
,
- 13 -
Class Standards are, of necessity, generally worded
statements which are intended to constitute a general outline of duties
and responsibilities. These standards are absolute in the sense that
the Board has no jurisdiction to alter or amend them. The Board is
obliged to. treat the Class Standards in light of the current
circumstances as though drafted with the Grievor’s position in mind.
Initially, the composition of the class series was Services
Supervisor 1 and Services Supervisor 2. As the Employer explained at
the outset, the Services Supervisor 1 Class Standard is no longer in
existence and has been renamed Services Officer 1. Other than the
change of name, the Services Officer 1 standard was last revised on
March 1, 1972. It may well be that with the passage of time, the
Services Officer 1 Standard is in need of revision. Apparently, there
is no Services Officer 2 Class Standard. The Services Supervisor 2
Standard is more recent and was last revised January !, 1981.
Clearly, a Position Specification and Class Allocation Form
is not part of the Class Standard and accordingly does not bind the
Board. At best, the Position Specification Form may serve as an aid to
interpretation.
In classification matters, the onus is upon the Grievor to
establish that he or she is improperly classified.
.
- 15 -
all, of the core duties.of the Class Standard. .The Grievor has
acquired a degree of expertise through qualitative changes in his job
in the narrow electrical discipline of fire alarm systems that place
him beyond a comfortable fit within the Services Officer 1 Class
Standard. Bis expertise acquired over years of experience no longer
justifies the junior classification. In particular, his design and
advisory responsibilities, and to a lesser extent his administrative
responsibilities in co-ordinating training sessions, are quantitative
and qualitative changes that are not contemplated by the present Class
Standard. Negotiation responsibilities can be similarly characterized-;
however, these duties may not continue because of a change in
government policy. In our opinion, these added tasks carry with them a
degree of responsibility, independence and judgment beyond the Services
Officer 1 Class Standard. These added responsibilities require the
Grievor to have a thorough knowledge. of statutes, regulations and
by-laws governing fire detection and alarm systems. We are satisfied
that the Grievor has the required knowledge.
In the result, we must conclude that the Grievor is currently
improperly classified. In Ontario Public Service Employees Union and
Carol Berry et al. and The Crown in Right of Ontario (Ministry of
Community and Social Services), the Ontario Divisional Court, in a
Judgment released March 13, 1986, determined that the Grievance
Settlement Board has the power under s. 19( 1
Collective Bargaining Act, in appropriate ci
Employer to find or create a classification
) of the Crown Employees
rcumstances, to require the
which accurately reflects
- 16 -
the Grievor's responsibilities.
In a unanimous Judgment, Mr. Justice Reid referred to the
jurisdiction of the Grievance Settlement Board at p. 13 as follows:
"Its authority under s. 19 of the Act is
untrammelled. It 'shall decide the matter'.
Simply to dismiss the grievances when it
acknowledges that the grievor6 are wrongly
classified is to empty the grievance procedure of
any meaning. It is a commonplace of the law that
the existence of a right implies the existence of a
remedy."
Accordingly , the Board directs the Employer to find or to
create a classification for the Grievor. The Grievor shall be
compensated in accordance with the higher Class Standard selected or
created from the date of the filing of the grievance herein. The Board
shall remain seized in the event the Parties experience any difficulty
with the implementation of this award.
DATED at Brantford, Ontario this 30th day of March, 1987.
c-Q---- d AZ--+
R. L. Verity, Q.C. - Vice-Chairman
/A ay
W. A. Lobraico - Member