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HomeMy WebLinkAbout1985-0881.Flood.88-06-24Between OPSEU (Kenneth Flood) Before IN THE ?dATTER OF AN ARBITRATION Under THE,CROWN EMPLOYEES COLLECTIVE BARGAINING ACT Before THE GRIEVANCE SETTLEMENT BOARD For the Griever Griever and THE CROWN IN RIGHT OF ONTARIO (Ministry of the Environment) P. Knopf, Vice-Chairman G. Nabi, Member L. Turtle. Member Cindy Wilkey Mary Cornish Laura Trachuk Counsels Cornish & Associates Barristers and Solicitors For the Employer: Joseph P. Glynn Senior Personnel Representative Personnel Operations Ministry of Environment Hearings: ' April 23, 1987 October 20, 1987 November 10, 1987 November 17, 1987 December 8. 1987 Employer DECISION This is a classification grievance. When the grievance was filed in September 1985, the gri.evor, Kenneth Flood, was classified as a Chemical Laboratory Technician IV. Since then, in October 1986, he was reclassified to the Scientist II level. But the grievance seeks reclassification as a Scientist III. The evidence in this case provided the Board with some interesting and enlightening insights into environmental testing in this Province. The grievor’s work is in the area of water quality moni toring. Since 1982, he has had the primary responsibility for developing and applying a technique designed to measure the lethal and sub-lethal effects of acquatic contaminants on fish. The technique involved is called “in-situ fish exposure testing”. This involves the use of caged fish to study water quality at sites of industrial or municipal effluents. By placing cages of fish in different areas, the effects of varying degrees of effluents on the fish are then determine3 through labora tory testing . The grievor’s responsibilities and du’ties in the area of in-situ fish exposure programmes include assisting the supervisor of the Bioassessment Unit with the selection of programmes, studies and other activities that the Unit will undertake. Be is also involved in the devlopment of proposals for testing programmes, the planning and preparation for field testing and the actual conducting of the field test. He arranges and monitors the necessary laboratory testing and then receives, analyzes and interprets the data from the laboratory. Thereafter, he prepares written reports. for internal and -2- 5 external publication. Some of his reports are co-authored with other members of the unit. Some are produced under his name alone. The grievor’s classification’at the time of the grievance was Technician IV, Chemical Laboratory. Attached to this award as Appendix 1 is the class definition for this position. However, in October 1986, the position was reallocated from the Technical Services category to the the Scientist and Professional category as a Scientist II. The class definitions for the Scientist II and III are appended to this Award as Appendices 2 and 3 respectively . The evidence of the Employer was designed to show that the reason for the reclassification was that prior to October 1986, the Employer looked to the grievor’s position for someone who could “assist” the specialist by ‘a monitoring development position which is a Scientist II. Further, because management recognized the greater demands of the job as it evolved, management claims it imposed a university degree requiremsnt upon the position effective October 1986. Eence, the reclassification. The grievor’s evidence was that although the office was reorganized just prior to October 1986, there was no change in his duties or the expectations upon him after the reorganization. Indeed, he claims his new supervisor had little experience in in-situ testing thus Mr. Flood had greater freedom and lack of supervision, both directly and indirectly, after the reorganization. The job specifications are important to this case. In particular, as a Lab Technician IV wi-th the position title of Technician, Biomoni toring Programmes, the grievor’s job speciEication set out the purpose of his position as follows: . To assist in the evaluation, development and testing of acquatic biota as biomonitoring tools for the assessment iif contaminants in aquatic ecosys terns. To assist the section branch and the region&l staff in the practical application of biomoni toring techniques and the interpretation of results generated through their use. The job specification continues by summarizing the duties and responsibilities of the position which are all prefaced with the phrase indicating that the technician “w_orks with the specialist - Biomoni toring Development”. [emphasis added] On the other hand, the Job SpeciEication for the grievor’s present position of Biomonitoring Scientist sets out the purpose of the position as: To devleop, test and assess in-situ fish exposures as a biomonitoring technique for the evaluation of acute fish lethality and’ bioaccumulation of contaminants. To apply or advise on the application of the technique in support of branch or regional programmes. To assist in the development, evaluation testing and application of other acquatic biota as biomonitoring tools for the assessment of contaminants in aquatic systems. The parties were of great assistance to the Board by having their representatives prepare written submissions to us. These submissions were invaluable regarding the organization and analysis of the very complex evidence which was put before us. In these written submissions, the parties recbgnized that the proper classification of the grievor depends on a number of factors which arise out of the class definitions in the job s?ecif ications. We shall examine the factual basis of these considerations in much the same way that the oarties organized the analysis in their submissions. (a) De=e of Supervision There is no dispute over the fact that the grievor receives direction from’his unit supervisor, Mr. Wolfgang Scheider. The grievor gets no day-to-day supervision by anyone. Management indicated that the intention it had for the position was to have the grievor work under the technical guidance of the specialist. in Biomoni toring, being Mr. Hayton. But the grievor seemed to have concentrated on asgec ts of his job which removed him from the scope of Mr. Hayton’s work. Therefore, he got little or no direct supervision from Mr. Hayton. Also, the evidence of management pointed out that the unit supervisor is respons.ible to plan, develop, supervise and evaluate the work of his unit. This responsibility was exercised with respect to the grievor. On the other hand, management acknowledges that the grievor possesses the Ministry’s highest level of. expertise in the area of in-situ fish exposures. Thus, no one can provide him with anything other than “reasonably circumscribed” technical review of his work. However, the grievor’s work, study -4- - 5 - and reports are regularly reviewed through a peer review process. (5) SLpervision by the Grievo_l: With regard to the supervision of subordinate staff, the evidence shows that the grievor has no permanent supervisory responsibility. However, while conducting his field studies, he does direct a crew to ensure that the proper scientific procedures are followed. (c) monsibility for Accuracy and Reliabila -I_- The class standards deal with the responsibility to achieve accurate and reliable scientific results. As one would expec tr the greater the responsibility, the higher the level. The grievor claims that as the sole Ministry specialist in this area, his work is required to be and is relied upon as the final authority in the area. (d) Outside Contacts The class standards also deal with levals and kinds of outside contacts. Mr. Flood testified about the many contacts he has in his work with internal and external groups including the private sector, other governments, other provincial ministries and other branches of his own i _ - 6 - Ministry. In all these contacts, the grievor is accepted as the Ministry’s expert in in-situ fish biomonitoring. (e) Level of Compexi ty One of the main areas of con tention between the parties was their differing assessment of the’ position’s level of scientific and technical complexity. It is to be remembered that the class definition of Scientist II has the person conducting “moderately complex tests, analysis and examination”. However the Scientist III classif ication describes the person as conducting a “variety of complex tests, analyses and examinations”. The grievor’s evidence stressed that the work he does involiles the development of new study methods and conducting tests for which he often has had to create a new protocol. The studies conducted by Mr. Flood and their analysis do involve a number of difficult factors, such ‘as determining the best site, making allowances for the type of effluent, determining the most appropriate type and condition for the test species and coping with varying weather conditions. The Ministry’s case stressed that the grievor’s work is confined to one narrow area of testing, i.e. the in-situ fish exposure. The Employer asked this Board to contrast the grievor’s work with the other scientists in the department rated at Level 111 - 7 - whose biomoni toring tests and analyses are conducted in support of a broader range of programmes and over a more complex geographical area. However, it also involves in-situ fish exposure. (f) Degree of Independence The principal thrust of the Union’s case is that the Employer’s position fails to credit or recognize the extent to which the griever’s position involves “truly independent scientiEic work”. It was submitted that the grievor functions as a “competent, independent scientist with a high degree of final authority”. On the other hand, the Union submitted that the Scientist II and Technical Class series failed to recognize this independent and creative function of the g~rievor by describing the pos’ition as one utilizing “well established techniques and procedures”. The griever’s evidenca was that he bears almost sole responsibility for making judgments and decisions regarding protocol and procadures. Further, he says he is regularly called upon to apply his judgment and expertise, initiative and originality to the in-situ fish exposure testing. The Union claims that the class standards characterization of Scientist II as having “some latitude for independent work” inadequately credits the functions the grievor is called upon to perform. -0- (g) Qualifications As a Lab Technician IV, job standards do not require a university degree. However, the Scientist class series require at least a university degree in an appropriate scientific field. The grievor claims that the work he has been doing since 1982 with regard to the testing, analysis, report writing and consultation all require the background provided by a university degree. The Union claims that the fact that the Employer now requires a university degree for the position ought to be considered as proof that the grievor was improperly allocated to the technical series previously. (h) Change in Duties The final aspect of evidence that should be addressed is when, if ever, did the griever’s duties change. The Union claims that at all relevant times the position should have been classified as a Scientist III and that the best proof of this was that the grievor was upgraded after the grievance was filed. On the other hand, the Employer claims that at the time the grievance was filed the position only required a technician to assist in Biomonitoring projects in support of the Ministry’s programmes. While Mr. Flood may have taken it upon -9- himself to concentrate on more “scientific matters” and ignore the technical aspects of the position, the Employer stressed that this does not entitle the grievor to be reclassified. The Employer’s evidence was offered to establish that management developed a need for a scientist to do the work rather than to assist in the biomonitoring. This change came aSout with the reorganization of the office and management structures. The grievor claims his work has not changed in any significant way over the relevant period. The Decision The thrust of the Union’s argument was that when all the grievor’s duties are fully analyzed and appreciated, his position should be recognized as ha,ving i ts “best fit” within the Scientist III level of classification. It was acknowledged that some aspects of the class definition of a Scientist III may not apply. But overall, we were urged to accept that the Scientist III level is the best level available to describe the Qrievor’s position. We were very impressed with the level of expertise and dedication that Mr. Flood brings to his work. His supervisors acknowledged this as well. But the function of this Board in a classif ication case is not to assess the Qrievor’s potential or the quality of his performance. Our task is to assess the job or position in question, not the merits or the worth of the incumbent. See Pinqle and Wolaniuk, Board Files 540/04, 1597/84 and 1598/84. There is simply too much about the Scientist III classification definition which does not “fit” the Qrievor’s position. This makes it impossible for us to agree that the Scientist III level is the “best fit” available to the Qrievor. He does not conduct a “variety” of complex tests. Instead, thouQh his tests may well be fairly complicated, they are very restricted or limited in nature and confined solely to the technique of in-situ fish biomoni toring. He does no supervision of subordinate scientists or technicians with regard to “analysis .of moderate complexi ty” . He does not “select, use or adapt” techniques in a supervisory capacity. We readily admit to having difficulty with determining the relative complexity of scientific methods between the Qrievor’s work and others in his department. We simply did not have enough evidence of the details of other people’s jobs to be able to do so. However, the parties and their counsel offered us a great deal of appropriate evidence to assist us in determining the question. However, a body such as this finds ‘it difficult to educate itself sufficiently to make such an analysis based on the evidence presented. For tuna tely , the weight of the evidence in other areas is sufficient that it does not impair our ability to make a decision. This is so because the “characteristic duties of a Scientist III” are not, as a whole, well matched with the Qrievor’s duties. He does no formal organization or teaching of formal courses for lab technicians or supervision of junior scientists or technicians. He does not conduct a “variety of complex tests” or supervise subordinate scientists. While the Qrievor is held responsible for the accuracy of his work, his immediate supervisor is the one who is actually responsible for his accuracy. - 11 - On the other hand, the Scientist II class definition does appear to be “a good fit” with regard to the core of the duties at the time of the grievance. The grievor does work under “general supervision”. He has some latitude for independent work decisions with regard to his techniques. However, the setting of priorities and the choice of projects is not done independently.. His responsibility for accuracy and evaluation is exactly as described in the class definition, as are his supervisory functions and degree of supervision. The characteristic duties of the Scientist II class standards are also completely consistent with the work the Qrievor is called upon to do. Conclusion We are convinced that the Qrievor is working at levels beyond the expectation of the supervisors at times and that inspired the grievance. This is understandable, but it is not sufficient for us to allow it to succeed in total. Because again, it is only~ the position that is being analyzed in this case. It is not the Qrievor’s performance in that position. Sut we do have enough evidence to convince us that at all relevant times, the grievor was working in the position of a Scientist II and ought to have been recognized and paid as such. We are in complete agreement with Mr. Flood’s position as to when he should have been classified as a Scientist II. The Employer’s position was that only a change of the grievor’s job duties in January 1987 brought about his reclassification from a Lab Technician IV to a Scientist II. We see no evidence to substantiate that claim. On the contrary, the evidence is overwhelming that the grievor has been doing substantially the same job since 1982 when he took on responsibility for in-situ fish biomonitoring. In the spring of 1985, his actual supervisor, Wolfgang Scheider, may have desired that the grievor put more emphasis on the duties to assist the specialist in biomoni toring. It appears that the grievor did not put much or any emphasis on this aspect of the job. He was never disciplined for that, al though it was pointed out in an appraisal. But it is clear that the Qrievor did fully perform the same scientific functions in 1985 as he was performing in January 1987 when the job was in fact reclassified. Further, the functions were well beyond the class standards for a Lab Technician IV because these positions are “clearly directed by professional aersonnel”. We are convinced that the Lab Technician position was simply not appropriate to the work expected of the grievor as at the time of the grievance because it failed to recognize his independence and his expertise. The Lab Technician position was simply not appropriate to the work expected of the grievor as at the time of the grievance. Therefore, the grievor should have been classified as a Scientist II at the time of the grievance. We direct that that reclassification be effective immediately. The Union seeks reclassification back to May 1985 because it was at that time that the ?linis try was given notice of Mr. Flood’s intention to grieve his classification. The Ministry’s response to the notice at that time was to initiate the review of the position that resulted in the Ministry reclassifying the position to a Scientist II. But before that occurred, the Qrievance was filed in Se;,tember 1985. This Board wishes to do everything possible to encourage parties to resolve matters on their own, without resort to the arbitration process. If employees or the - 13 - Union believe that they might be prejudiced financially by awaiting the Outcome of a job review before lodging a grievance, grievances would be lodged in every conceivable job classification dispute in order to protect individuals’ positions. While many, if not most, might ultimately be wi thdrawn, the sys tern would clog up and precious resources would be wasted in unnecessary matters if grievances were filed without people addressing or considering the merits of the case. We are convinced that the parties are better served by being encouraged to hold off the filing of grievances pending attempts to settle internal disputes. Thus, in a classification case, the Qrievor would be entitled to retroactive relief from the time that he made it known to the Employer that a grievance may be launched unless the dispute is resolved. On the facts of the case before us, the disagreement over Mr. Flood’s job classification surfaced in March 1985. This was followed by a series of correspondence. But in May he indicated his intention to file a grievance over his work. His supervisors then reviewed the job descriptions over several months. However, as of May 29,. 1985, the Employer was clearly put on notice that the grievance would be filed unless a satisfactory resolution was achieved. In order to foster the attempt for speedy resolution outside of the arbitration process, we conclude it is appropriate to grant relief as of the time Mr. Flood made his intentions known to management. This would be May 29, 1985. Therefore the grievance is allowed in part. The grievor is entitled’ to retroactive relief arising from his reclassification from the position of Technician Biomoni toring Programmes to Biomoni toring Scientist effective May 29, 1985. The grievor is -entitled to the differential in pay and benefits from what he received as a Lab Technician IV while this grievance was pending. The Board remains seized with any matters regarding implementation should the need arise. DATED at Toronto, Ontario this24th day of June 1988. Paula Knopf Vice-Chairman G. Nabi Member ) " ..~..- ] -~ -$ ,.,,- ,<I' ' .,' .~ ,, L. Turtle MemSer - APPENDIX 1 16036 TXXNICLW 4. CX0UCX.L LWOR~TCRY 1 CUSS DJgFIXTION : mployees in position allocated to this class supervise.a large group of technicians hbo perform a variety of %ommonfl tests or super- vise a number of technicians who perform %omplexu or “specialv’t tests or a combination of the two. They are responsible for assigning and scheduling the work performed by their subordinate staff and,for the validity of the results obtained and they provide technical ‘&dance to junior staff in each phase. They assist in compiling reports, keep detailed records of test results,.-draw conclus,~qg.yl_pass, to..their._, ,supervisor for consideratiow They’are’usually responsible for the control of all equipment and supplies used in the laboratory and the requisitioning of additional supplies or equipment as required. In addition to their normal supervisory function these employees usually perform the unusually “complex” or 7’speciality-” tests or procedures; setting up the special apparatus necessary, recording of procedures followed and interim results,~anp_the..pr‘eparation of the test report; and they are responsible for the reliability of the’results obtained. In other positions these employees, as non-superv$spry_ spicidisrs, perform difficult and demanding microsccpi;,’ spectrographic or other.-~-’ specialized and intricate e.xaminations to identify samples, to detetie the presence of unstable or difficult,to isolate elenents, etc., where the procedures followed and the tecbriiques employed require a sound howledge of scientific methodoloc, and they’usuaJly provide an , ,Qterpretation of the test resultzs obtained. -~They-‘have find%zpon- sibilitg for the validity of ‘the resultswobtained and they may be required, in some positions to appear in court as an e.xpert witness. ..,_. ..I... -- __ QIALIFICATIOXS : 1. Junior Xatriculation, including Grade 12 courses in rrarhematics and a science, plus a minimum of ten years’ laboratory experience; preferably completion of advanced training in a speciaked field or a general advanced training course, .&I acceptable combination of education, practical experience and self teaching recowced by the Civil Service Commission as being the equivalent. 2. Supervisory ability; analytical ability; integrity; keen pavers of observation. 15544 APPENDIX 2 SCIWTIST 2 CLASS DEFINITION: ‘IKs class covers scientific work perfonaed under general supervision in a provincial government laboratory. Employees conduct moderately complex tests, analyses and examinations, with some latitude for independent work decisions. They are responsible for producing accurate results, plan rwhnical details of their own work, selecting, using, and adapting appropriate techniques. Their work is evaluated by the accuracy and re- liability of results, and may be reviewed on completion. These employqes may supervise and instruct junior scientists and non-professionai staff. General supervision is received from senior laboratory personnel. (‘HARACT~ISTIC DUTIES : Perform chemical laboratory tests,~ analyses and examinations, using a variety of analytical techniques, methods and procedures. Isolate and identify bacteria, fungi, virus and other micro-organisms; prepare antigens , antisera and other reagents required for the identification of micr+organisms; carry out sensitive bacteriological, serological and viroloeical tests. Participate in toxicological examinations and the isolation of chemical substances: make histological, mycological and parasitological examinations: analyx air pollutants and industrial materials related to occupational health hazards or crop and property damage. Investigate likely sources of error vhen test results seem unrealiable: assist junior staff in resolving technical difficulties. Participate in the operation of spc~trographic, spectrophotometric, x-ra\ diffraction and other apparatus as required: interpret and evaluate readings and other data of moderate complexity. Examine and analyze a variety of exhibits submitted by lax enforcement agencies: appear in court as a scientific witness; may participate in the instruction of police officers.regarding methods of forensic examination. !!a~ participate in developmental work or special projects: on occasion, may participate in field surveys. !(a! supervise and assign duties to junior laboratory scientists and technjcians. Prcparr and verify reports; maintain necessary records; perform other related duties as required. ~. . . . . . ? -2- 1.5544 I. A degree from a University of recognized standing as for the Scientist 1 class, supplemented by at least two years of additional acceptable laboratory experience. Master’s degree in an appropriate scientific field, with at least one year of subsequent acceptable laboratory experience. 2. Thorough knowledge of laboratory techniques and procedures; ability to carry out moderately complex oral and written instructions; . . ability to analyze, evaluate and logically interpret test results; accuracy; good judgment. Revised Julv 1965 Ii% APPENDIX 2 SCIENTIST 3 CL\SS DEtlNITION: This is responsible scientific work performed in a provincial coverrvwnt laboratory. Employees personally conduct a variety of complex tests, analyses and examinations, or they may 5ums.e a group of subordinate scientists and technicians perfonaing a large volume of stahdard analysis of moderate complexity. Scientists in sunerviaorv,@ositions are responsible for the selection, use and ._ adaptation of appropriate techniques and procedures relating to the work of their group, and are held responsible for the accuracy and reliability of the tests and analysis performed. General supervision is received from a senior laboratory scientist. C:HRACTERlSTIC DUTIES : Perform complex qualitative and quantitative laboratory tests, analysis and examinations, using specialized analytical procedures, often involving the skilled operation of complex and sensitive apparatus and equipnent; evaluate and interpret spectrographic, spectrophotometric, x-ray diffraction and other data. Conduct specialized complex analytical and diagnostic studies, test5 and examinations in the field of bacteriology, biochemistry, chemistry, toxicology, serology, virology, parasitology and mycology; analyze toxic substances and air contaminants related to occupational health hazards or crop and property damage. Examine and identify mineralogical samples by microscopic, spectrographic? x-ray diffraction or chemical techniques. Esamine and analyze a wide variety of exhibits submitted by lag en- t.orccment agencies ; appear in court as a fully aualified and ex- perienced scientific witness; participate in the instruction of police officers regarding the methods.and techniques of forensic examination. Jreanizc and conduct formal training courses for laboratory technicians: ]&ture’on a variety of technical methods, techniques and procedures: prepare lecture material: conduct and set examinations; mark examination papers. Supervise junior scientists and technicians performing standard tests and , analysis: assign duties; regulate work flow; check test results and ana’lytical reports; maintain discipline. ran-Ticinate in developmental work or special projects; may undertake field surveys. Preparc periodic reports, makr recommendations, maintain neccssa? records and supplies. rcl-f’~,m other related duties as requiwd. I- . . . . - QUALI tXATIONS : 1. 2. 3. A degree from a University of recognized standing as for the Scientist 1 class; preferably Waster’s degree in the field -~ of specialization. A minimum of five years of acceptable experience following University graduation an equivalent combination of post-graduate studies and laboratory experience. .~ Thorough knowledge of laboratory methods, techniques and procedures; ability to carry out complex scientific assignments: ability to analyze, evaluate and interpret results of analytical examinations and special studies; accuracy; good judgment. NOTE: Scientists holding doctorate degrees supplemented by acceptable laboratory experience may be recruited in this class, provided their duties and responsibilities will be commensurate with the level of their academic qualifications and experience, subject to the approval of the Civil Service Commission. Revised Julv 1965