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HomeMy WebLinkAbout1990-1391.Kimmel & Leaf.91-10-07ONiARlO EMP‘OYES DE ‘* CcJ”RONNE CROWNEMPLOYEES DE“ONT.4RIO GRIEVANCE ,COMMlSSlON DE SETTLEMENT RkGLEMENT BOARD DES ~GRIEFS BETWEEN 1391/90, 1931/90 IN THE RATTER OF AN ARBITRATION unuar THE CROWN EYPLOYEEB COLLECTIVE BARGAINING ACT Before THE GRIEVANCE BETTLEMBNT BOARD OPSEU (Kimmel/Leaf) - and - Grievor The Crown in Right of Ontario (Ministry of Government SSrViCeS) Employer W. Kaplan Vice-Chairperson P. Klym Member C. Linton Member FOR THE GRIEVOR R. Anand Counsel Scott & Aylen Barristers & Solicitors FOR THE EMPLOYER G. Anand Counsel Stringer, Brisbin, Humphrey Barristers & Solicitors HEARING December 20, 1990 June 20, 21, 1991 July 15, 1991 - Introduction r' 2 . By a grievance dated July 30, 1990, Sheila Kimmel, a Technical Specialist with the Ministry of Government Services, grieves a violation of a Collective Agreement "by not using discretionary leave in a reasonable manner, to allow me,to meet religious obligations without suffering a loss of salary or vacation time." The settlement requested is "to be granted the requested leave with pay, for religious observance." On December 20, 1990 this matter came before the Board, at which time certain preliminary matters were addressed. Subsequently the Kimmel grievance was consolidated with the'grievance of Mr. Stephen Leaf. Mr. Leaf's grievance is virtually identical to that of Ms. Kimmel. It is useful to set out the provisions of the Collective Agreement both grievors allege to have been infringed. Article 1 - No Discrimination/Employment Equity A.1 There shall be no discrimination practised by reason of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, age, marital status, family status, or handicap, as defined in section 9(l) of the Ontario Human Rights Code (OHRC). A.2 It is recognized that in accordance with section 13 of the OHRC, the Employer's employment equity program shall not be considered a contravention of this article. Article 55 - Special & Compassionate Leave 55.1 A Deputy Minister or his designee may grant an employee leave-of-absence with pay for not more than three (3) days in a year upon special or compassionate, grounds. 55.2 The granting of leave under this Article shall 3, 3 p c$ I 3 not be dependent upon or charged. against accumulated credits. Preliminarv Obiection The only difference between the Kimmel and Leaf grievances is that counsel for the employer argued that the Leaf grievance was untimely. After hearing argument with respect to this issue, the Board reserved its ruling. It is now convenient to set out the employer's objection, the argument of the parties, and our disposition of this preliminary objection. Counsel argued that Mr. Leaf's grievance was out of time because it was not filed in compliance with 'Article 27.2.2. of the Collective Agreement. Article 27.2.2. provides: If any complaint or differences is not satisfactorily settled by the supervisor within seven (7) days of the discussion, it may be processed within an additional ten (10) days in the following manner: Counsel argued that these time limits have not been complied with and that, accordingly, the Leaf grievance should be dismissed. It is helpful to set out some of the facts with respect to the processing of this grievance. On May 17, 1990, Mr. Leaf wrote Mr. Terry Ham, the Director of the Technologies Branch of the Computer and Telecommunications Services, to request "special leave-of-absence with pay (Article 55.1 of the Collective Agreement) for the observance of the Hebrew religious High Holiday of Rosh Hashonna." Mr. Leaf had earlier ? 3 : i 4 been advised by; his supervisor that Mr. Ham was the Deputy Minister's designee for the purpose of receiving Article 55 requests. In his letter, Mr. Leaf drew Mr. Ham's attention to a Collective Agreement between OPSEU and another employer in which leave with pay for religious holidays was apparently provided for. On May 25, 1990, Mr. Ham replied to Mr. Leaf's letter denying his request: Holiday entitlements under the Collective Agreement and Public Service Act do not include the Hebrew High Holidays. Any other Collective Agreement such as the C.A.A.T. which you referred to in your letter is not applicable.~ As you know, changes to present entitlements outlined in the Collective Agreement can only be made through negotiations between the Ontario Public Service Employee's Union and Management Board of Cabinet. Until such changes are made, we are all bound by this Agreement. You may however, request from your supervisor approval for vacation days and/or a leave without pay for observance of the High Holidays. Unhappy with this response, and in the hope that the Deputy Minister would "overrule" this designee, Mr. Leaf next wrote the Deputy Minister of his Department: Dear Mr. Caplice: I am escalating my request for a special leave-of-absence with pay (Article 55.1 of the Collective Agrement) for the observance of the Hebrew religious High Holiday of Rosh Hashonna, which occurs September 21-21, 1990. This holiday is one of the most important in our religion, as we spend the two days in prayer. Thanking you in advance for your consideration. On July 25, 1990, the Deputy Minister, Mr. Dennis Caplice, replied 5 -$ i 5 to Mr. Leaf. Mr; Leaf testified, however, tha$ he did not receive this reply until after he filed his grievance. The reply denied Mr. Leaf's request. It stated: I am in receipt of your letter dated July 5, 1990 requesting special Leave of Absence with pay in order ,to observe the Hebrew High Holidays. I am aware that you had initially made the request to your director, Terry Ham, who after careful consideration had denied this request. As you know holiday entitlement under the Collective Agreement and the Public Service Act do not include the Hebrew High Holidays and normally, special leave provisions are not applied for religious holidays and therefore I must deny your request. As stated in Terry Ham's letter dated May 25, 1990, you may wish to request from your supervisor approval for vacation days and/or a leave without pay for the days in question. On September 24, 1990, Mr. Leaf filed a grievance. Obviously, more than ten days elapsed from the date of the Deputy Minister's letter and the date that Mr. Leaf filed his grievance. And clearly, more than ten days elapsed between the receipt of Mr. Ham's letter denying the request and the filing of the grievance. It is on this basis that the employer argued that Mr. Leaf's grievance was out of time. Employer counsel argued that Mr. Leaf should have filed his grievance within ten days of receiving Mr. Ham's letter for it represented an unsatisfactorily resolved "complaint or difference." Counsel drew the Board's attention to the well-known decision in Keelinq 45/78 (Prichard) and submitted, given the mandatory nature of the time limits, and given that the Leaf grievance did not fall within Section 18 of the Crown Employees Collective Bargaining Act, 5 II 6 that the Board-.should find it was out of .time and therefore inarbitrable. Employer counsel pointed out that under Article 27.16, "The Grievance Settlement Board shall have no jurisdiction to alter, change, amend or enlarge any provision of the Collective Agreement." Mr. Leaf gave evidence explaining the apparent delay in filing his grievance. This evidence need not be repeated in detail. Suffice it to say that two years earlier, in 1988, Mr. Leaf made a simiiar request to Mr. Caplice. (In 1989, there was no need to make such a request because the High Holidays did not fall during the work week.) In 1988, Mr. Leaf testified that he did not receive a reply to his reguest .until the night before the start of his requested leave. This reply was delivered to him at home by courier. It should be noted that there was a slight conflict in this. evidence. Mr. Trevor Moon, who was manager of Mr. Leaf's section in 1988, testified to some delays in the processing of Mr. Leaf's request. And he also testified that the letter was delivered to Mr. Leaf at home on a Friday night, and that the holidays in question that year were held on a Monday and Tuesday. We do not find this conflict significant, for in either case, the reply was delivered to Mr. Leaf after he had left work to begin his religious observance. With this experience in mind, Mr. Leaf was not unduly concerned when he did not receive a reply to his letter from the Deputy Minister. When the High Holidays came and went without a reply, Mr. Leaf then filed a grievance. 7 .- *' Union counsel argued that in these circumstances it was not incumbent upon Mr. Leaf to grieve the dispute until he received the reply or-until he realized that he was not going to receive a reply. Counsel pointed out that Article 55 does not require an employee to choose, in making a leave request, between the Deputy Minister "or his designee." The article did not require an election between one or the other. The grievor, being unsatisfied with the response of the "designee" was, accordingly, well within his rights to also apply to the Deputy Minister. Following this line of reasoning, the time period would only. begin to run following the negative disposition of the request by the Deputy Minister. It would be at this. point that a *'complaint or difference" could'be~ said to. exist, and it was at this point that Mr. Leaf filed his grievance. Accordingly, in counsel's submission the grievance was timely and the Board had jurisdiction with respect to it. Disposition of the Preliminarv Objection After having carefully considered the evidence and arguments of the parties, we are of,the view that this preliminary objection should be dismissed. It was the uncontradicted evidence of Mr. Leaf that he. did not receive a copy of the letter from the Deputy Minister denying his leave request until after he filed his grievance. We have no reason to disbelieve this evidence. Moreover, a lengthy delay in receiving a reply was consistent with Mr. Leaf's prior returning to work following the High Holidays in 1990, after he realized that a reply was not forthcoming. In our view, these unique circumstances result in a finding that the grievance is timely and therefore arbitrable. Article 55 does not require an employee to choose between the Deputy Minister'or his or her designee in makin9.a leave request. Had that result been sought, the provision would have clearly required a special leave application to be made to either the Deputy Minister or his or her designee. In lhe instant case, Mr. Leaf applied to the des-ignee, and when that failed to evoke a favourable response, to the Deputy Minister. There is nothing in the Collective Agreement precluding him from doing this. In the absence of Mr. Leaf's 1988 experience we might have found his grievance inarbitrable. However, because he had that experience, in which he did not receive a reply until the evening of the requested leave, and given his uncontradicted evidence that he did not receive the Deputy Minister's denial letter, we find that the time period did not begin to run until after the requested leave had passed with no reply from the Deputy Minister. The grievance was; therefore, timely and we are taking jurisdiction with respect to it. “i, ,.Q 8 experience when,.he was told his request was denied by a letter delivered by courier to his home on the eve of the start of Rosh Hashonna in 1988. Mr. Leaf filed his grievance within ten days of 9 The Union Case ;a- : Mr. Leaf testified first. Mr. Leaf is a member of~the Conservative branch of-Judaism and he told the Board that his religious beliefs require him to attend synagogue on Rosh Hashonna (2 days) and Yom Kippur (1 day) (the "High Holidays"). The exact days of these holidays vary from year to year. In some years, they fall during the work week, in other years they fall on the weekend. In-1990, Rosh Hashonna fell during the week, on Thursday, September 20th and Friday, September 21st. Mr. Leaf explained the significance‘of both holidays, and we take notice of the significance of the High Holidays to observant Jews. Mr. Leaf testified that these are the only Jewish holidays during which Conservative Jews must abstain from attending work if they take place during the week. In addition to testifying about the reasons for his apparent delay in filing his grievance, Mr. Leaf told the Board that after he made the first request to Mr. Ham he was not aware of any efforts by management to investigate that request in order to find out more about it. .In cross-examination, Mr. Leaf testified that he has not always refrained from working on the High Holidays, although he would generally make an effort to do so. Since 1988, however, one way, or another, Mr. Leaf has always taken the time off. In 1988, Mr. Leaf's religious beliefs were strengthened as a result of a serious illness. Prior to 1988, Mr. Leaf arranged the time off by making 10 various arrangements such as agreeing to be "on-call" during Christmas and Easter. On other occasions, Mr. Leaf took vacation leave if he had days left and he testified that any requests to schedule vacation leave for the High Holidays were always granted. While Mr. Leaf's duties and responsibilities changed as. a result of a secondment after the instant grievance was filed, in the period before he filed the grievance he worked flexible hours, including some weekends as required. He did not receive overtime pay for overtime work, but he did take lieu time. Sometimes when Mr. Leaf is away, his duties are assumed by others. Sometimes his work is kept waiting until his return. In 1990, Mr. Leaf ended up taking the two days as leave without pay. The grievor Sheila Kimmel is also a member of the Conservative branch of Judaism. She has been employed at the Ministry since October 1985. On July 18, 1990, the grievor wrote her acting supervisor, Nancy Richardson, requesting special leave of absence with pay for the observance of Rosh Hashonna. On July 20, 1990, Mr. Ram Jain, the General Manager of Customer Service and Technology, wrote the grievor denying her request. His letter stated: Holiday entitlements under the Collective Agreement and Public Service Act do not include the Hebrew High Holidays and normally, special leave provisioris are not applied for religious holidays. You may, however, request from your supervisor approval for vacation days and/or a leave without pay for observance of these holidays. c 11 As suggested, the grievor took vacation days,;but she also filed a grievance alleging a violation of the Collective Agreement. Ms. Kimmel testified that she attended work on previous occasions when the High Holidays fell during the week because she did not know that there was a provision in the Collective Agreement under which she could apply for a special leave. Moreover, Ms. Kimmel was on probation during the initial part of her employment and was reluctant to make any special requests during her probationary period. In the summer of 1989, Ms. Kimmel became a union steward, and in the result became more familiar with the provisions of the Collective Agreement. -Inpreparing forthe arbitration of her grievance, Ms. Kimmel obtained copies of the special and compassionate leave policies of a number of government ministries. Employer counsel objected to the introduction of these policies on the basis that what one ministry does is not relevant to the practices of another ministry or to the interpretation of Article 55 of the Collective Agreement. The Board, however, ruled that these documents were admissible and employer counsel could, if she wished, make argument in closing as to their relevance and weight. Ms. Kimmel described visiting various government personnel offices asking for copies of policies concerning the application of Article 55, in particular for purposes of.religious observance. From the 12 Ministry of Cortictional Services, Ms. Kimmel.obtained a document that stated, inter alia, "Normally, special and compassionate leave provisions are not applied in the following circumstances... religious holidays." The relevant extract from the Ministry of Education's Internal Manual of Administration, which '. ~ Ms. Kimmel obtained, does not make any reference to religious ! leaves, and states: "For more detailed information on the above leaves, see the Ontario Manual of Administration, Volume 2, section With respect to'the Ofl'some extracts from that Manual were introduced into evidence on the first day of hearing. These extracts indicate the evolution of a policy concerning the granting of special leave for religious observance. According to the extract from the Manual dated August 9, 1976: A deputy minister may grant an employee leave-of-absence with pay for not more than three days in any calendar year upon special.or compassionate grounds. The three days: . . . Should only be used for unforeseen personal emergencies and for religious holidays. The Manual dated August 21, 1978 uses similar language but then goes on to provide: "Generally this leave should be granted only when an employee has exhausted his/her accumulated vacation credits." The ,Manual dated August 5, 1986 provides that Deputy Ministers may grant employees leaves of absence with pay for not more than three days in any calendar year on special or c 13 compassionate grounds. It does not, however,:make any reference to religious observance, or any other grounds, for that matter. Also introduced into evidence was a memorandum dated October 22, 1979, from the Ministry of Health concerning leave with pay. This memorandum states: Previously discretionary leave was only to be granted for unforeseen personal emergencies and religious holidays; now it may be granted for unforeseen personal or family emergencies and soecial and comaassionate reasons but aenerallv for religious holidays. Where specific commitments have already been made to grant discretionary ; leave for future religious holidays, these should be honoured (emphasis theirs). In cross-examination, Ms. Kimmel testified that she works flexible hours. Some weekend travel is required in Ms. Kimmel's position, and if she is away for a short period of time, no one else is .assigned to her duties. If Ms. Kimmel is away for a long period of time then someone else is assigned to her duties. In re-examination, Ms. Kimmel testified that the employer did not ask her for any information about the nature of her request. The third and final witness for the union was Donna Brown, a member of management and the Manager of Human Resources and Planning Development at the Ministry of Labour. Ms. Brown testified about the Ministry of Labour's policy with respect to special leave, a copy of which was introduced into evidence. It is useful to cite certain sections of this document: 14 : : POLICY It is the policy of the Ministry of Labour to develop and foster a flexible working environment which will contribute to the 'oirerall effectiveness and efficiency of the workplace. The Ministry recognizes that there is a wide range of individual and family responsibilities which require that employees be granted paid or unpaid leave. The Ministry 'is committed, within the frameworkma;: Management Board of Cabinet guidelines, to reasonable accommodations for the varying needs of employees for discretionary leave of absence for justifiable personal reasons. These reasons. must be clearly specified by the employee to enable management to give appropriate consideration to the request for leave. Recognizing the over-riding responsibility to its clients, leaves of absence will be scheduled where possible to ensure a minimum disruption, to Ministry programs and services. Reasonable notice shall be given to the appropriate level of management concerned. . . . . PRINCIPLE Decisions,related to the granting of discretionary leave should be reasonable, consistent and equitable in accordance with the particular circumstances of the request and the Ministry's overall policies. . . . . GUIDELINES When considering requests for discretionary leave, managers should review the employee's specific entitlements to ensure that, where applicable, the employee's entitlement as granted under the Collective Agreement and the Regulations to the Public Service Act has been exercised. Managers should ensure that leave requests are evaluated within the context of legislative requirements, existing ministry policy, sound management principles and the particular circumstances of each case. 15 Managerial"‘discretion should include the following considerations: - the decision must be made in good faith and without discrimination; it must be a genuine exercise of discretionary power, as opposed to rigid policy adherence; - considerations must be given to the merits of the individual application under review: - all relevant facts must be considered and conversely, irrelevant considerations must be rejected. LEAVE WITH PAY SPECIAL AND COMPASSIONATE CIRCUMSTANCES 3 Days or Less Leave of absence for compassionate reasons and special leave' in extenuating personal circumstances may be granted to a maximum of three days in a year at the discretion of the Ministry without loss of pay. Special and compassionate circumstances include but are not limited to the following: - family crisis/emergency situation: - unforeseen medical or other emergencies: - death of close relatives other than those covered under bereavement leave: - an employee undergoing an unusual personal situation who has no vacation credits. - up to two days per year for major religious holidays or specific religious observance not covered as statutory holidays. [Remainder of Policy omitted.] Ms. Brown was involved in the development of this policy and testified that it came into force in August 1990. Prior to the implementation of this policy, the Ministry of Labour did not qrant I , z I '16 leave of absence'with pay for religious observance. Ms. Brown testified generally about the handling of leave requests at the Ministry of Labour, and told the Board that initially the new policy did not include two days for religious observance. That provision came about as a result of a letter from the Chair of the Pay Equity Tribunal, who in 1990 wrote a memorandum to the Deputy Minister of Labour raising the issue of whether leave of absence with pay should be given for religious observance. The Ministry of Labour, considered the matter, and Ms. Brown testified that in developing this aspect of the policy senior management was equivocal about whether or not to change the status guo, but that there was cons.iderable recognition of the diversity of the Ministry's labour force, as well as the diversity in the population more generally. Ministry officials were also, needless to say, well 'aware of various government initiatives respecting employment equity and human rights, and it was determined that leave should be extended for up to two days of religious observance per year. Ms. Brown testified that the Ministry of Labour selected two days a year because in looking at the statutory holidays it was clear that two of them related to Christian observance, Christmas and Good Friday. By providing up to two days for persons who were not of the Christian faith, or indeed Christians who celebrated these holidays on different dates, such as the Eastern Rite of Orthodox Christians, the Ministry was seeking to give people of other 17 religious faiths'an equitable opportunity to celebrate at least two of their holidays. (It should be noted, however, that the Collective Agreement provides for three paid "Christian holidays": Christmas, Good Friday and Easter Monday.) Ms. Brown is in charge of the administration of the policy at the Ministry of Labour and she told the Board that it is discretionary. ~. Ms. Brown testified about her experience to date with the policy. So far, and it has only been in effect since August of 1990, no applications for special leave for religious observance have been denied. There have, however, been some difficult cases, and one of them involved a request for special leave for Chinese New Year. The issue raised in this case was whether Chinese New Year was a religious holiday. Initially, Ministry officials considered. it to be an ethnic holiday and not a religious one. However, inquiries were made to the Chinese community and the Ministry was advised that for Buddhists, Chinese New Year had religious connotations. Accordingly, the request was granted. In the period September 1, 1990 to March 31, 1991, 83 employees were granted special leave for a total of 105 days. A chart was introduced into evidence indicating that special leave was given for Lent, Good Friday and Easter Monday for the Eastern Rite, for Ukrainian Christmas, for the celebration of an unspecified Hindu holiday, for Chinese New Year, for Islamic New Year and for Rosh Hashonna. Some leaves were also given for unspecified religions i i 18 and holidays. EMS. Brown testified that if these figures were applied to the Ministry of Labour work-force on an annual basis, the cost of granting up to two days of religious leave annually was approximately one person year with an estimated cost of $50,000. In cross-examination, Ms. Brown agreed that in implementing this new policy the Ministry of Labour did not intend it to be an interpretation of Article 55. Rather, what the Ministry was trying to do was to be as flexible as possible so as to meet the needs‘of its own employees. Ms. Brown testified that it was not intended that this policy should apply to other government ministries. Ms. Brown also testified that there were 80,000-90,000 employees in the Ontario Public Service. In re-examination, Ms. Brown testified that while this policy was not intended to interpret the Collective Agreement, it‘was also not intended that this policy should violate the Collective Agreement. The Emulover's Case The union case having been completed, the employer ca .lled its f 'irst witness, Mr. David Girdwood, Mr. Leaf's immediate supervisor in the period preceding the leave request and the filing of the grievance. Mr. Girdwood testified that in April or May of‘1990, Mr. Leaf came to see him with a draft of his memorandum requesting special leave. Mr. Girdwood was new in his position and had not previously received a request of this kind. 1 i V’ 19 Mr. Girdwood consulted the Manual of Administration and Ministry of Government Services Policy and Procedures for guidance. Mr. Girdwood then suggested that Mr. Leaf make the request to Mr. Ham, the director. After Mr. Ham received Mr. Leaf's letter, he asked Mr. Girdwood to investigate and to report back on the nature of the request and the reasons for it. Mr. Girdwood then approached Mr. Leaf and they met for approximately one hour. Mr. Girdwood then reported back to Mr. Ham and told him that there did not appear'to be anything unique about Mr. Leaf's request. After Mr. Ham wrote Mr. Leaf a letter denying Mr. Leaf's request, Mr. Girdwood had a talk with Mr. Leaf and explained to him that as his request was for the observance of an annual holiday, it was not considered special or ,significant. Mr. Girdwood testified that he was aware that Mr. I Leaf had made similar requests in the past, but that this was not a consideration in his investigation of the 1990 request. In cross-examination, Mr. Girdwood testified further about his meeting with Mr. Leaf and explained that the purpose of it was to give Mr. Leaf .an opportunity to outline his request and to explain any special circumstances. Mr. Girdwood testified that the purpose of the meeting was not to confirm an already-made decision, but to find out more about the special leave request. Mr. Girdwood reviewed the Manual of Administration and noteti that it provided that special leaves for religious holidays were not normally granted. Mr. Girdwood testified that the Ministry of Government I 20 Services documents he reviewed simply dealt with the delegation of authority for making the decision. In his evidence, Mr. Girdwood elaborated why he came to the conclusion that the request was not special. The leave was sought for an event which was predictable and recurring. Mr. Leaf told " Mr. Girdwood that there was nothing different about the celebration ( in 1990 than in previous years and that led Mr. Girdwood to conclude that the event was not special. No other factors, such , as whether or not Mr. Leaf couid be replaced while absent or the cost of granting the request, entered into his recommendation to Mr. Ham. Mr. Girdwood also concluded in making this recommendation that he was not acting discriminatorily. Mr. Terry Ham also gave evidence. In the period prior to the filing of the grievance, Mr. Ham was the Director of the Branch and the Deputy Minister's designee. Mr. Ham recalled receiving Mr. Leaf's initial request for a leave, and when he received it he called Mr. Girdwood in for a meeting. The purpose of this meeting was to ask him to investigate the request as well as government policies pertaining to it. Mr. Girdwood conducted this investigation and learned "that there was nothing unusual about the request." He then returned to report his findings to Mr. Ham.. The .two men then had a general discussion about the matter, and then Mr. Ham signed the letter of May 25, 1990 denying the request. 21. In.explaining why he denied the request, Mr. Ha?, testified that he did not consider the leave special and that there were other vehicles that could be used to take the time off such as vacation credits or leave without pay. Mr. Ham testified that Mr. Girdwood told him about the Manual of Administration and that he did not recall any other considerations affecting his decision. In cross-examination, Mr. Ham testified that he did not actually look at any of the policies or procedures. The primary reason the leave was not granted was that it was not special, it was not' an emergency. It was a regular annual event that could be scheduled and planned for. Mr. Ham was asked about his und~erstanding of the requirements of the policies and procedures, and he testified that he understood them to provide for leave for special events like emergencies, which were unexpected. Mr. Ham relied on what Mr. Girdwood told him, namely that there was nothing in the Manual of Administration that would support Mr. Leaf's request. Mr. Jain also gave evidence on behalf of the employer and he testified with respect to the Ximmel grievance. Mr. Jain is a General Manager at the Ministry of Government Services, and he manages two branches of the Computer Technical Services. Mr. Jain testified that Mr. John Hendrickson was Ms. Kimmel's manager and tha-> Mr. Hendrickson reported to him. When Mr. Hendrickson received Ms. Kimmel's request of July 18, i 22 . 1990, he gave i.t.to Mr. Jain and the two men had a meeting about it. Mr. Jain asked a number of questions about the request, including the question of what had been done in previous years, and what was "special" about this particular request. Mr. Jain was also told about a conversation between Ms. Kimmel and Ms. Richardson, and he arranged to meet with personnel in order to discuss the matter further. Tracy Bain of Personnel provided Mr. Jain with a copy of the Ministry of Government Services guidelines on special and compassionate leave. These guidelines explain. some of this Board's jurisprudence with respect to the standard of review of the exercise of management's discretion as set out in Kuvnties 513/84 (discussed below). It also includes a check-list of questions-- to be considered in exercising that discretion. For "Ceremonies and celebrations" the following appears: - what makes this an exceptional case - what is the nature of the occasion - why is the employee's attendance required - how important is attendance to employee - could occasion be conducted during non-working hours - what would be consequences of employee not attending After considering these questions and having determined that he had sufficient information to reply to the request, Mr. Jain contacted 23 Personnel and asked them to draft a reply to:Ms. Kimmel for his consideration. Mr. Jain did not speak to Ms. Kimmel because he felt that he had enough information to make his decision. In making reference to alternatives available to the grievor, such as taking vacation leave, Mr. Jain was anxious to ensure that if the holiday was important, the grievor would not be'precluded from celebrating it. Mr. Jaintestified that there are approximately 360 people employed in his area, and about 3600 in this Ministry. In general, when one worker is away there is enough strength within the area to.take over critical functions. Supervisors are also knowledgable, and Mr. Jain experienced no difficulties in replacing Ms. Kimmel when .she took the two days off. In cross-examination, Mr. Jain testified in more detail about the decision-making process. For example, he may have discussed with Ms. Bain of Personnel what was meant by the term **special.*1 He also asked how other Jewish members of Ministry staff handled Jewish High Holidays. Mr. Jain learned that practices varied. Some Jewish employees took the day off without pay, or took it as vacation. Other Jewish employees went to synagogue after work or made arrangements to attend during work by working extra hours at other times. Mr. Jain did not propose these alternate arrangements to Ms. Kimmel because he understood from her request that what she wanted was two full days, and he determined that two full days for .a 24 religious observance was not what was meant by: special leave. Mr. Jain was referred to his denial letter and was asked where in Ministry policies did it say that normally special leaves were not granted for religious holidays. Mr. Jain testified that he requested a draft denial letter and that he agreed with the,letter that was provided to him and so he issued that letter. Mr. Jain was also asked what was meant by the term special. His testimony mirrored that of Mr. Ham which was to the effect that it did not include annually recurring events that could be scheduled. Very simply, Mr. Jain interprets the term special to mean something unusual, something beyond the control of the individual, something which cannot be planned for. Mr. Jain was asked whether he asked Ms. Kimmel why the event was special, and as he earlier testified, he had not done so. Mr. Jain was also asked whether Ministry policy changed as a result of Article A coming into force on June 15, 1990. Mr. Jain recalled having a discussion about its implications with Ms. Bain,, but he did not recall Article A having any influence upon the exercise of his discretion. The evidence having been completed, the matter proceeded to argument. 25 Araument ; Union counsel made three alternative arguments on behalf of the grievors: First, that the exercise of discretion in both cases constituted adverse impact discrimination contrary.to Article A of the Collective Agreement; second, that the exercise of discretion constituted direct discrimination on the ground of creed: and . . third, that the exercise of 'discretion was improper under the standard of review developed and employed by, this Board prior to the coming into force of Article A. It is convenient to set out each of these arguments in turn. $A I. "Adverse impact discrimination" was described by Mr. Justice McIntyre in Re Ontario Human Riahts Commission et al. and Simoson- Sears Lt . a(1985123 It arises where an employer for genuine business reasons adopts a rule or standard which is on its face neutral, and which will apply equally to all employees, but which has a discriminatory effect upon a prohibited ground on one employee or group of employees in that it imposes, because of some special characteristic.of the employee or grow, obligations, penalties, or restrictive conditions not imposed on other members of the workforce (at 332). Adverse impact discrimination is concerned with impact, not intent, and in this case the court went on to find that consistent with the provisions and intent of the Ontario Human Riahts Code, there Was; in the case of adverse impact discrimination, a duty to accommodate, "in other words, to take such steps as may be reasonable to accommodate without undue interference in the 26 operation of the'employer's business and withqut undue expense to the empl.oyer" (at 335). In the case of adverse impact discrimination the employer's discriminatory rule or policy need not be struck down. Its application, however, may be subject to modification in order to eliminate the impact of the discrimination.' In Alberta Human Riahts Commission v. Central Alberta Dairv Pool, (1990) 72 D.L.R. (4th) 417 at 439, Madame Justice Wilson makes some observations with respect to undue hardship: I do. not find it necessary to provide a comprehensive definition of what constitutes undue hardship but I believe it may be helpful to list some of the factors that may be relevant to such an appraisal: I begin by adopting those identified by the board of inquiry in the case at bar - financial cost, disruption of a collective agreement, problems of morale of other employees, interchangeability of work force and facilities. The size of the employer's operation may influence the assessment of whether~a given financial cost is undue or the ease with which the work force and facilities can be adapted to the circumstances. Where safety is at issue both the magnitude of the risk and the identity of those who bear it are relevant considerations. This list is not intended to be exhaustive and the results which will obtain from a balancing of these factors against the right of the employee to be free from discrimination will necessarily vary from case to case. In the case at bar the board of inquiry found as a fact that concerns of cost, disruption of a' collective agreement, employee morale and interchangeability of work force did not pose serious obstacles to accommodating the complainant!s religious needs by permitting him to be absent on Monday, April 4, 1983. Indeed, it would be very difficult to conclude otherwise in light of the existence of a contingency plan for dealing with sporadic Monday absences. If the employer could cope with an employee's being sick or away on vacation on Mondays, it could surely accommodate a similarly isolated absence of an employee due to religious obligation. I emphasise once again that there is nothing in the evidence to 27 suggest thait Monday absences of the complainant would have become routine or that the general attendance record of the complainant was a subject of.concern. The ability of the respondent to accommodate the complainant on this occasion was, on the evidence, obvious and, to my mind, incontrovertible. I therefore find that the respondent has failed to discharge its burden of proving that it accommodated the complainant up to the point of undue hardship. Union counsel pointed out that in Ontario the Code contained a statutory definition of undue hardship and argued that in the instant cas.e, adverse impact having been established, an accommodation obligation up to the point of undue hardship came into effect. Applying the facts to the law, counsel submitted that the employer has adopted a rule that special leave will not be granted to anyone for religious holidays. Having adopted that rule, it exercised its discretion to deny to the grievors special ,leave in order to celebrate the High Holidays. This required the grievors, as observant. Jews, to choose between earning a day's wages and participating in the ~most important religious observance of their faith. The result of the application of the ostensibly neutral rule, therefore, in counsells view, constituted adverse impact discrimination and imposed on the employer a legal obligation to accommodate the grievors up to the point of undue hardship. The accommodation obligation was not net, in union counsel’s view, by offering the grievors the opportunity to use their vacation credits or to take unpaid leave, because both of these alternatives .2a are available ti all employees at any time..in the sense that vacations and unpaid leaves cannot be unreasonably withheld and as a result of the fact that in both grievers' cases there were no operational requirements mandating their presence at work. Moreover, neither of these "accommodations" are in fact accommodations, because the employees are still placed in a disadvantaged position should they choose to use their vacation pay or should they choose to forego pay by taking unpaid leave. This, simply put, was the "adverse impact." In counsel's view something more was required to constitute accommodation in the face of this adverse impact discrimination. In counsel's submission, the wording of Article A clearly indicated that the parties to the Collective Agreement intended to incorporate human rights concerns and the Ontario Human Riohts Code itself into the Collective Agreement. The relevant sections of the Code provide: 4. Every person has a right to equal treatment with respect to employment without discrimination because of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, age, record of offences, marital status, family status or handicap. 10(l) A right of a person under Part I is infringed where a requirement, qualification or factor exists that is not discrimination on a prohibited ground but that results in the exclusion, restriction or preference of a group of persons who are identified by a prohibited ground of discrimination and of whom the person is a member, except where, (a) the'requirenent, qualification or factor is reasonable and bona fide in the circumstances: or 29 (b) it is declared in this Act, other than in section 16, that to discriminate because of such ground is not an infringement of a right. (2) The Commission, a board of inquiry or a court shall not find that a requirement, qualification or factor is reasonable and bona fide in the circumstances unless it is satisfied that the needs of the group of which the person is a member cannot be accommodated without undue hardship on the person responsible for accommodating those needs, considering the cost, outside sources of funding, if any, and health and safety requirements, if any. Union counsel argued that there is a discernable trend at this Board, and among arbitrators generally, to pay heed to human rights concerns and'hunan rights legislation: legislation which has been described.as "quasi-constitutional" in nature. For instance, in Re Wentworth Countv Board of Education 14 L.A.C. (3d) 310 (Devlin), the Board found that the employer had exercised its rights in a manner that was discriminatory and that denied the'grievor equal treatment because of her physical handicap: "In consequence, that right was exercised in a manner which is contrary to public policy as enunciated in the Human Riohts Code. 1981 (at 325). And in Bousauet 541/90 (Gorsky) the Board held: "While it is not within the jurisdiction of a board of arbitration to enforce the provisions of the C-g&, it cannot ignore the general law of the land where there is a conflict between the collective agreement provisions. and the relevant statutory provisions" (at 14). It, is noteworthy that Bousauet was decided under the predecessor Collective Agreement, that is prior to the coming into force of Article A. , 30 Counsel referred the Board to Re Rothmans. Benson & Hedqes Inc. 10 L.A.C. (4th) 18 (R.M. Brown), where the union alleged that the employer violated the collective agreement and the Human Riohts Code by refusing to allow an injured employee to return to work because of an injury preventing that employee from performing some tasks. In the course of his reasons for decision the arbitrator considered at some length the jurisdiction ,of a board of arbitration to apply the Code.'and he concluded that the Board possessed such a jurisdiction where it was of the view that 'the collective agreement was in conflict with the Code. (See also & Brass Craft Canada, Ltd. 11 L.A.C. (3d) 236 (Roberts).) In counsel's view, Article A introduced an important new element to the Collective Agreement, and it did so in a context well known to the parties, namely the developing nature of the duty to accommodate as articulated by Canadian courts and as adopted and applied by boards of labour arbitration. counsel did not argue that Article A was a paramount provision; rather, in his submission, it was necessary to read Article A alongside the other provisions of the Collective Agreement. Read alongside Article 55, the accommodation requested by the union in this case was perfectly consistent with the Collective Agreement. Union counsel noted, however, that' there might be other cases where greater accommodations could be asserted and should be available. Counsel concluded his submissions with respect to his first 31 argument by noting that there was no evidence of possible interference in the operational requirements of the Ministry by accommodating the grievors and with some observations on the cost of accommodating religious beliefs in the Ontario Public Service. These observations were extrapolated from the evidence of Ms. Brown from the Ministry of Labour. Based on that evidence, and a workforce of approximately 90,000 employees, counsel calculated a maximum annual liability to the province of approximately $2.5 million which amounts to l/200 of 1% of the province's $46 billion budget. An expenditure of this kind did not constitute undue hardship on the part of the employer. Direct 2. Union counsel also argued that the policy in question, which is that Article 55 special leave is not normally granted for religious observance, constituted direct discrimination. In counsel's view, direct discrimination was established because the policy applied to minority religions. Put another way, the policy in effect said that special leave would not be granted to Jews, Moslems, Buddhists and others who wished special leave to attend to their religious obligations. This, in counsel's view, was discriminatory. If there were 20 statutory or Collective Agreement religious holidays direct discrimination could not be established because all employees would be treated the same. In the instant case, this was not so because there were three religious holidays, Christmas, 32 Good Friday and' Easter Monday, and as a result, members of religious minorities were being discriminated against. Counsel argued that in exercising its discretion under Article 55 the employer could not do so in a discriminatory way. It having done so, both grievances should, counsel submitted, be upheld. 3. That the exercise of discretion was imoroner Union counsel argued that a review of the jurisprudence established that the exercise of discretion in both the Leaf and Kimmel cases failed to meet the requirements established by this Board. In this regard counsel referred the Board to Kuvnties 513/84 (Verity). This case concerned the employer's refusal to authorize a special leave of absence resulting from the grievor's failure to attend work on February 28'; '1984 as a result of inclement‘weather. What is material to .the instant case are the criteria set out by the Board with respect to the extent of arbitral review of management's discretion. The Board observed that "there can be no doubt that management is given broad discretionary powers under Article 54 [now Article 551 to grant or refuse a special request for paid leave of absence (at 14). The Board then went on to state: In cases involving the exercise of managerial discretion, Boards of Arbitration generally hesitate to substitute their view for that of the decision-maker, which is a recognition of the fact that Boards have less familiarity than does the Employer with the exigencies of the work place. However, arbitrators must ensure that decisions are made within the confines of certain minimum standards of administrative justice. Those administrative law concepts relating to the proper exercise of discretion include the following considerations: 33 1) The decision must be made in good faith and without discrimination. 2) It must be a genuine exercise of discretionary power, as opposed to rigid policy adherence. 3) Consideration must be given to the merits of the individual application under review. 4) All relevant facts must be considered and conversely irrelevant consideration must be rejected. In the Xuvnties case the Board was not satisfied that the emploker had given adequate consideration to the above-noted factors, and determined that it was .unable to find a genuine, exercise of discretionary power as distinct from rigid policy adherence. Accordingly, the grievance was allowed. In Leoer & Lesacy 506/87 (Dissanayake), the Board was again called upon to adjudicate a special leave.grievance. In this case, two employees were prevented from attending work because of bad weather. Both absences were charged against vacation credits. Introduced into evidence at the hearing were government documents indicating that "normallylt special leave would not be granted for "weather conditions." An employer witness testified that he generally followed this policy. After citing the criteria set out in Kuvnties the Board stated that it did not . . . believe the employer satisfied anything other than the first of the above-criteria. The Board is 34 particularly troubled by the employer's complete failure to make a reasonable attempt to investigate and consider each grievor's individual circumstance to arrive at a reasoned decision. From all of the evidence, it can fairly be said that [the employer] made his decisions solely on the basis of'his general familiarity with the winter weather in Sudbury and paid no attention whatsoever to the individual circumstances. The grievors provided their reasons for absence in their occurrence reports. If the employer needed any further explanation or further particulars it is its responsibility to demand that. This was not done. On the contrary the requests were denied without any inquiry being made of the grievors, who would have been readily accessible to management at the work place. Also disturbing to the Board was the apparent failure of the employer to follow that part of its policy requiring management to give full and proper consideration to the particular qerits of each application for special and compassionate leave before deciding to grant or deny that leave. The Board found that: While the failure to investigate or consider the individual merits of each grievor's request for leave by itself renders the employer's exercise of discretion defective, all of the circumstances indicate that the internal directive that'l'article 55 does not normally apply to weather conditions" influenced the employer much more than it is prepared to admit. The evidence suggests that it was the existence of this policy that led [the employer] to be so disinterested in the grievers' personal circumstances. The Board has previously held that denial of leave under article 55 by an application of an arbitrary policy that weather conditions are not covered by that article and without considering the particular circumstances does not constitute a proper exercise of discretion . . ..To the extent that the employer relied on such a policy to the exclusion of the merits of the requests of the grievors, the employer did not properly exercise its discretion as contemplated by.the collective agreement. In summary, the board concludes that the procedure adopted by the employer in dealing with the grievors' requests under article 55 was seriously flawed, by its failure to gather and consider the merits of each request and by its application of an arbitrary rule that article 55 does not apply to weather conditions. While adverse 35 weather in;*‘every case will not entitle an employee to special leave the employer must consider all of the relevant facts in deciding whether the particular circumstances faced by the applicant entitles him or her to special leave. The employer failed to consider these particular circumstances because of its reliance on an arbitrary rule (at 11-12). Accordingly, the grievance was allowed and the employer was directed to grant special leave to the grievors. Union counsel also referred to Marcoux 257/88 (Kates) and Ford 1528/87 (Wilson), where the Board held that simply because an event was pre-arranged, did not preclude it from coming within the ambit,of special leave. With respect to the term "special leave" counsel drew the Board's attention to a number of dictionary definitions of the term. The Oxford English Dictionary, for example, defines the word special, inter alia as %otable,~important, distinguished", and "marked off from others of the kind by some distinguishing qualities .or features, having a distinct or individual character.", Funk and Wagnalls dictionary includes in its definition of the word: "Pertaining to one or more individuals as distinguished from the class to which they belong." Counsel pointed out that the principal reason both requests were denied was because the employer reached the conclusion that the events were not special they were of a recurring nature. In this regard, union argued that while one definition of special might be an or non-recurring event, it was just that, one definition counsel isolated , and he because again drew the Board's attention to some of the other definitions of the term. . . 36 Counsel also argued that the "special" nature of religious leave has been made apparent by numerous decisions of Canadian courts in cases of religious discrimination. Some of these decisions are reviewed in this award. Applying the-Board's jurisprudence with respect to the standard of review, union counsel briefly canvassed some of the reasons given by the employer for the denial of the special leave and argued that the employer, in both the Leaf and Kimmel cases, failed to conduct a proper investigation and applied pre-existing policy in a mechanistic way in order to deny both qrievors applkation for special leave. Moreover, in neither case were any alternatives ~. .- __ proposed or canvassed. Rather, in both cases, the employer simply denied the requests, and in the case of Ms. Kimmel did not even discuss with her the reasons for her request. Counsel argued that the conduct of the employer in both cases failed to meet the standards established in the long-standing jurisprudence of this Board, and submitted that the grievances should be allowed on this basis. Conclusion to Union Aroument Union counsel submitted that the decision to deny special leave to Mr. Leaf and Ms. Kimmel constituted either or both adverse and direct discrimination and should also be set aside on the basis that the employer failed to properly exercise its discretion z 37 according to the'standards set out by this Board. Counsel pointed out that the decision was discriminatory in another sense as well. Employees of this same employer with the Ministry of Labour received special leave to attend to their religious holidays, but employees of this ministry did not. Counsel pointed out that there ~. is only one employer, and the policies of that employer in one ministry were relevant to its actions in another. Finally, counsel drew the Board's attention to the Faoan 657/80 (Barton) decision of this Board. In Faaan, the grievor applied for special paid leave to attend High Holiday services. The special leave provisions of the collective agreement in Faoan are identical to those in the instant case. Ms. Fagan's request was denied, and she was advised that she could--use either vacation credits or request a leave of absence withou.t pay. The Board held that: The bona fa of the grievor's religious belief is not in dispute in this matter and we have heard no evidence which suggests that the Ministry, which deals with a number of requests similar to hers each year, denied the request in 1980 because it did not judge her to be sufficiently devout. Additionally, there is no evidence that she is treated any way different from others of her religion or of other~religions. It is an undeniable fact however, that certain Christian holidays are included in the holiday schedule and that she is entitled to those holidays whether she wishes them or not. The approach to be taken by Arbitrators to refusals of leave of absence.is a matter which has been dealt with in the private sector and by this Board on other occasions. Although this case is not technically one of denial of leave of absence but of denial of pay for a granted leave of absence, the approach would seem to be appropriate. That approach is that management must be fully informed about the circumstances of the request, must address it objectively and without discrimination, and must apply reasonable criteria. -3 8 .: With respect to the question of whether or not the employer took an objective and informed approach to her application, we have no reason to doubt that it did. In the first place it appears to us that both Mr. Abrams and Mr. Service were fully informed about her situation. With respect to the question of whether or not irrelevant criteria were taken into account we are somewhat troubled by the reference in the reasons for denial to the existence of possible vacation credits. If this were the sole reason for the refusal.we would feel that it had been unreasonably made. The major question involved here is whether the employer has fettered its discretion by establishing a general policy that applications of this sort are not applications which can be granted under Article 54. Management is faced with a substantial number of requests of this sort each year and has established a general policy to deal with them. We feel that it is not inappropriate for management to do this! provided that it fairly considers each case on its merits. It has the power to establish its interpretation of Article 54 and to indicate in advance in a general way the sorts of criteria is will apply in considering applications. This Article is somewhat different from the leave ~of absence provision...of the Agreement. Article 54 refers to "Special and Compassionate Leave." This Article was * considered in Freeman (87/80), in which decision our Chairman. Weatherill indicated that it might be too restrictive an interpretation of that Article to limit it to emergency situations. That does not appear to have been done in this case. This application is not a compassionate one but rather a special one. Special has been defined in various dictionaries such as Oxford or Websters, as "peculiar to an individual@', "exceptional in amount, degree or intensity", "distinguished by some unusual quality", "unique", "not part of a regular series". We feel that there is some force in the argument that an annually recurring holiday .of the sort considered here is.not appropriately to be considered as a special circumstance, and do not feel that the situation falls within Article 54. Accordingly, we are in agreement that the deni.al.of her request was a reasonable one.... It seems to us that the answer to the problems of religious holidays which are not presently included in the holiday clause, is to establish floating holiday provisions in that clause. This would ensure that 39 persons of-all religions other than Christianity, would have available to them one or possibly more days upon which they could exercise their religious beliefs (at 3- 5). Counsel argued that there were a number of reasons why the m decision should not be followed. w, very simply, was decided before the advent of Article A, not to mention before the notable devalopments in Canadian law respecting the duty to accommodate. In any event, Counsel pointed out that the Divisional court in Her Maiestv the Oueen (Ministrv of Correctional Services) v. OPSEU IDUDUiS) et al (unreported decision, May 8, 1991) expressed some doubt about the binding effect of earlier decisions as articulated in the Chairperson's decision' in Blake (1276/87). By way of remedy/union counsel sought a declaration from the Board granting each of the grievors two days' pay or restoration of their vacation credits. Emnlover Aroument Counsel for the employer submitted that in denying both grievers' requests, the employer did not exercise its discretion in a discriminatory fashion, nor did it violate any provision of the Collective Agreement Counsel began her submissions with the observation that the issue before the Board was the conduct of the. Ministry of Government Services. In this regard, employer counsel pointed out that there are 26 different ministries in the government of Ontario and that the Public Service Act authorizes 40 Deputy Ministers'to run their own ministries. :This may result in different practices in the different ministries and counsel argued that the practices of one ministry do not bind any other ministry. In counsel's submission, the denial of special leave to Mr. Leaf and Ms. Kimmel did not involve an improper exercise of discretion under Article 55.1. Counsel reviewed the evidence with respect to the investigation of the Leaf request and pointed out that the employer conducted a thorough investigation, which involved interviewing Mr. Leaf, and reviewing the Manual of Administration and the Collective Agreement. After conducting this investigation, the employer determined that the request did not fall within the provisions of the Collective Agreement and it was on this basis that Mr. Leaf's request was denied. With respect to Ms. Kimmel, counsel pointed out that Mr. Jain sought answers to a number of relevant questions, including past practice. Mr. Jain wanted to know what was special about Ms. Kimmel's request, and after going through the checklist (reproduced above), he determined that her request was not special, and it was on this basis that it was denied. In both the Leaf and Kimmel cases, counsel argued, the employer properly considered appropriate factors, reasonably applied them and made its decision on that basis. Accordingly, there was no reason for the Board to interfere in the employer's exercise of . 41 discretion. The employer was acting reasonably and without discrimination, and made its decision on the basis of its conclusion with respect to the merits of each request. Counsel drew the Board's attention to the Youncr 220/79 (Swinton) decision.. In this case the Board held: An arbitration board, in subsequently assessing what the employer has done in reaching its decision, then plays a restricted role. It must decide whether the employer has acted reasonably and without discrimination and has turned its mind to the merits of the particular request. If satisfied that these criteria.have been met, the Board must deny the grievance, even if it disagrees with the result reached by the employer or if it might have reached a decision other than that reached by the employer. The Board's concern is the reasonableness of the decision, not its llcorrectness" in the Board's view. Such an approach is the proper one to adopt in situations such as leave of absence cases, where. the collective agreement gives the employer a broad discretion and where the Board has less familiarity than has the employer with the needs of the workplace (at 6) (emphasis not ours). Counsel argued that when this standard of review was brought to bear on the facts of the instant case, there was no basis for the Board to interfere witii the employer's decision. Counsel did point out that the inclusion of Article A in the Collective Agreement made the matter somewhat more complex in that it enumerated additional considerations to be taken into account in assessing the exercise of discretion. In addition to the criteria set out in Kuvnties, the Board must also determine whether or not the denial of the request was discriminatory within the meaning of Article A. Counsel submitted that this Article had not been infringed. 42 *' Turning to union counsel's arguments with respect to adverse and direct discrimination, employer counsel argued that neither had been established in the instant case. In counsel's submission, the application of Article 55.1 in the instant case cannot be said to constitute direct discrimination. The intent of this provision, in counsel's submission, is to provide paid leave for individuals in unexpected non-recurring situations. Moreover, in counsel's view, the fact that Article 55.1 is not normally used for leaves of religious,nature cannot be said to adversely effect the grievors because.the grievors were entitled to arrange leave without pay. In .the case that the Board did find an adverse impact, counsel argued that the employer had met the test of reasonable accommodation by allowing the grievors to take the requested leave without pay, or as vacation days. In this regard, counsel drew the Board's attention to Re Stelco Wire Products Co 25 L.A.C. (3d) 421 (Brent). In this case, a Seventh Day Adventist was discharged for not working on Fridays. The Board ordered him reinstated. It did not, however, order an accommodation. Instead, it ordered the employer to try to find some job which did not involve interference with the grievor's religious beliefs. Moreover, it required the grievor to be "flexible" and to make "reasonable sacrifices in order to return to employment of some kind with the company" (at 143). If flexibility and sacrifice failed, the grievor was to be laid off. . 43 Counsel also dr'ew the Board's attention to Re Civil Service Commission and Nova Scotia Government Emolovees Union i' L.A.C. (4th) 257 (Outhouse). In this case, the Collective Agreement contained a non-discrimination clause not dissimilar to the one in issue in the instant case. The Collective Agreement also provided for various paid holidays including Christmas, Good Friday and Easter Monday. Moreover, there was a special paid leave provision in the Collective Agreement. The similarity in facts to the instant case merits a detailed review of this decision. As in the instant case, the grievor was Jewish and in 1988 he applied for paid leave to attend Rosh Hashonna and Yom Kippur. In previous years, he had taken lieu or vacation days to coincide with the High Holidays: In 1988, the grievor made a conscious decision that, rather than taking Yom Kippur and Rosh Hashanna as vacation days or lieu days as. he had in the past, he would request that they be granted to him as special leave with pay under art. 19.01. His reason for doing so, simply stated, was because certain Christian holidays - to wit, Christmas and Good Friday - were recognised in the collective agreement as paid holidays and he firmly believed that Jewish religious holidays should be accorded equal treatment. In other words, just as Christians were not required to sacrifice.vacation. or lieu days in order to observe Christmas or Good Friday, the grievor felt that he should not be required to do so in order to observe Yom Kippur and Rosh Hashanna (at 258- 59). Suffice it to say that the employer did not share the grievor's point of view. His request was denied and a grievance proceeded to arbitration. 44 The arguments in the Nova Scotia case resemble those made in the instant case, in particular the arguments with respect to adverse impact discrimination. Other arguments were made with respect to the effect of the Nova Scotia Human Riahts Act on the.Collective Agreement. "In summary, the union submits that the contractual recognition of Christmas and Good Friday as paid 'holidays constitutes adverse effect discrimination against non-Christians thereby giving rise,to a duty on the employer to make reasonable I accommodation for those employees, like the grievor, who are practising members of other religious faiths. The obvious vehicle for making such accommodation was available, so the union says, under [the special leave provision of the collective.agreement], but the employer refused to avail itself of same and thereby violated the. provisions of both the collective agreement and the Human Riahts Act" (at 262-263). The employer took the position that the Collective Agreement had not been infringed and questioned the authority of the arbitrator to apply the Human Rights Act. Employer counsel argued that in denying the request there was no evidence of intentional discriminatory activity and that absent such evidence it could not be said that the employer had improperly fettered its discretion. Employer counsel also urged Arbitrator Outhouse not‘to rewrite the collective agreement so as to find that employees were entitled to special leave with pay for bona fide religious reasons, for to do so would be to override managerial discretion. 45 It would also result, the employer argues, in reverse discrimination because the grievor would ultimately wind up being paid for three more holidays than would Christian employees.. .To the extent that the bargain is now perceived by the union to be deficient...the proper way to address such deficiency is through collective bargaining and not the grievance/adjudication process (at 265). After carefully considering the arguments of the parties, Arbitrator Outhouse dismissed the grievance. .In brief, he found that the Collective Agreement did not discriminate against non- Christians through its recognition of Christmas and Good Friday as paid holidays. It was "debatable" to Arbitrator Outhouse whether or not Christmas and Good Friday could be fairly characterized, for employment-related purposes, as religious holidays. The connection between these holidays and religion was, he found, more 91historicalB1 than anything else (at 266). l*Alternatively, if, as the union argues, 'adverse effect' discrimination arises by virtue of such recognition, then I am satisfied that the employer has met its obligation to reasonably accommodate the grievor's religious beliefs" (at 265): . . . I am satisfied, on balance, that the employer has reasonably accommodated the grievor's right to practise his religion free from any substantial constraint or disadvantage. As the record shows, the employer has never attempted to prevent the grievor from observing Yom Kippur or Rosh Hashannah. On the contrary, it has always granted his requests for annual leave or lieu time on high holidays and, as well, is prepared to give him the option of taking special leave without pay. In my judgment, the aforementioned measures, taken in combination, constitute reasonable accommodation on the part of the employer. At worst, the grievor is put in the position where, in order to observe Jewish high holidays without any consequent loss of pay, he is required to 'utilize a small portion of his annual vacation time or lieu time. This can hardly be considered to impose an undue hardship on the grievor, 46 particularly in light of the fact that~, by his own admission, he builds up lieu time by working longer hours in preparation for his planned absence from work on high holidays. While it is not by any means clear from the evidence that the lieu time thus accumulated would be sufficient to cover a full eight-hour shift, it would certainly tend to minimize any possible disadvantage which the grievor might otherwise be thought to suffer. The conclusion that the employer has met. the duty of reasonable accommodation is reinforced by reflecting upon the result that would follow from ordering the employer, as the union would have me do, to grant the grievor special leave with pay on Jewish high holidays. Such an order would mean~that the grievor would, in effect, enjoy three more paid holidays than .other members of the bargaining unit . ..Regardless of how one looks at it, therefore, the grievor would, if granted special leave with pay on high holidays, receive greater benefits under the collective agreement as a direct result of his religious beliefs than would other employees. That being so: claims of reverse discrimination would be bound to arise and, quite frankly, would be hard to resist...Such a state of affairs would, to say the least, be highly undesirable and supports the conclusion that the duty of reasonable accommodation in the present case, if it exists at all, stops short of obliging the employer to grant the grievor special leave with pay (at 267-268). Applying this case to the instant one, employer counsel argued.that the accommodation soughr in the instant case was a matter for collective bargaining, not for arbitration. In summary, employer counsel took the position that there had been no discrimination, either adverse or direct, and that management had acted properly in the exercise of its discretion under Article 55.1. In the event that the Board found adverse impact discrimination, counsel argued that in offering the grievors unpaid leave or 'vacation pay the employer had met its accommodation obligations. Counsel argued that if the Board interpreted Article 47 A and Article 55;.1 as requiring mandatory paid:leave for religious holidays, that would constitute amendment of the Collective Agreement and would, in law, be an excess of jurisdiction. Article 55.1 clearly contemplated that the employer exercise discretion whether or not to grantpaid leave, and counsel urged the Board not to impose any additional fetters on that~discretion. Union Reuly In counsel's submission, nothing in the employer's argument indicated that the refusal to grant the grievers' special leave with pay was anything other than the application of a rigid pre- determined policy not to grant special leave for religious holidays. On this basis alone, counsel argued, both grievances should be upheld. It was noteworthy; in this respect, that counsel for the employer was not able to give a single example of when special leave for religious observance would be given. Counsel reiterated his earlier argument that Article A was in the Collective Agreement for a reason, and he urged the Board to give effect to that reason. One of the results of doing so would be, in a case of this kind, to condition the exercise of management's discretion, and counsel argued that there was nothing wrong with that. With respect to the employer's submission that in the event that the Board found adverse impact discrimination, the employer had 48 met its accommodation obligations, counsel argued that there was no evidence of hardship, much less undue hardship in the meeting of those obligations. The only hardship in this case was that suffered by the grievors. Moreover, there was no attempt to work ' out alternative arrangements with the grievors. With respect to the Nova Scotia decision relied on by the employer, union counsel noted that it was riddled with gaps and mistakes and permeated by a fear, which in fact is articulated in the award itself', of the consequences of upholding the grievance. Union counsel urged the Board to ignore that award. Decision Having carefully considered the evidence and arguments of the parties we have come to the conclusion that these grievances must be allowed. In brief, we find a violation of both Article 55.1 land Article A of the Collective Agreement. In particular, we find that 1 "Given the nearly universal recognition of Christmas and Good Friday as paid holidays, both in this province and in the country as a whole, it is patently obvious that a ruling upholding the union's position would, to say the least, have very widespread ramifications for both employers and unions. Consequently, it is imperative that the issue be considered in its broader context and not on a fine reading of the collective agreement" (at 266). "What the union is essentially asking me to do in the present case is to find that the material portions of the Labour Standards Code and the Canada Labour Code are prima facie discriminatory because, like the collective agreement between the parties, they recognises Christmas and Good Friday as paid holidays. Unless and until a court so rules, I am not prepared to make that finding, nor am I prepared to conclude that a collective agreement, such as the one under consideration here, is discriminatory merely because it incorporates the same paid holidays as are recognised by statute" (at 267). i . 49 the decision not'to grant special leave to both Mr. Leaf and Ms. Kimmel constitutes adverse impact discrimination giving rise to an accommodation obligation on the part of the employer to the point of undue hardship. We find that this obligation was not discharged. We find, moreover, that the decision not to grant special leave constitutes direct discrimination against both grievors and must, in that result, be set aside. And we find, finally, that the employer failed to properly exercise its discretion according to the standards long established by this Board. Each of these findings, which will be discussed in turn, constitute,independent grounds for upholding both grievances. The facts of this case are relatively straightforward. This ministry has a rule that special leave with pay is not %ormally8~ granted for religious holidays. This policy is articulated in the virtually identical letters to each grievor denying their requests, and appears from the evidence to be consistent with the employer's policy generally. This rule is neutral on its face in the sense that it applies to everyone who works at the ministry. It is not, however, neutral in its application. In the instant case, both grievors, who are observant Jews, applied for special leave to celebrate important religious events. As members of a minority religious group, the grievor's have a special need to obtain special leave. This is not a case of an employee ‘_ 50 seeking special' leave for a frivolous nonrsectarian purpose: rather, the leave was sought for religious reasons. Nevertheless, both applications were denied, and in both cases the grievors were advised that they could either take the days off without pay, or use their vacation credits. Either of these options involved the ~- grievors choosing between attending work and making money and ~celebrating a holy day of their religious faith. Counsel for the employer argued that in presenting these options to the grievors~ the employer discharged its duty to accommodate. With respect, we disagree. We find that the rule in question had an adverse impact on the grievors because they were members of a minority group. The result of the rule was to discriminate against them on the basis of creed, one' of the prohibited grounds in Article A of the Collective Agreement, by making them choose between a days wages and the celebration of one of their holy days. As a result of this adverse impact discrimination, a duty to accommodate to the point of undue hardship arose.' In Gohm v. Domtar Inc. 12 C.H.H.R. 161 (Pentney) the Board of Inquiry made the following observations with respect to the duty to accommodate, albeit in the context of a Ontario Human Rights Code complaint: I find that the duty to accommodate short' of undue hardship imposes -a duty on employers...to take substantial or meaningful steps to accommodate the requirements of the complainant. This duty defies generalization, because each case will involve unique circumstances, but as a general matter I find that the law requires more than a de minimus effort or expenditure on the part of the respondent. As counsel for the 51 Commission*pointed out, the very term "undue" hardship itself indicates that there is some hardship that is "due," and it is only hardship that goes beyond this minimum that can be relied upon by a respondent as a defence. It would be inconsistent with the purpose of human rights laws to prohibit adverse impact discrimination and at the same time to interpret the defence of reasonable accommodation short of undue hardship in such a manner that virtually any desultory effort to meet the complainants' needs, or any minimal expense, would be sufficient to justify the challenged rule or practice (at paragraph 96). The evidence indicates that the duty was not met in the instant case. Offering the grievors their pre-existing entitlement does not constitute an accommodation. In our view, as in Simvson-Sears, the employer has an obligation, once adverse impact discrimination is established, to demonstrate that it has attempted accommodation up to the point of undue hardship. In the instant case it could perhaps be argued that the employer made some accommodation efforts in the sense that it offered the grievors the option of taking the days off without pay, or taking holidays on the days in question. This, however, is not an accommodation, for the result of this "accommodationt' is discriminatory to the grievors and any accommodation must be directed at , the elimination of discrimination. It is also noteworthy that the employer made no effort whatsoever in either case to explore alternative accommodation arrangements. It hasbeen long established that arbitrators may use legislative enactments, such as the Ontario Human Rights Code, to assist in the construction of collective agreements (McLeod v. Eoan (1974) 46 52 D.L.R. (3d) 150). In the instant case, there is no issue of conflict between a statute and the collective agreement. Article A does not, however, contain any express duty to accommodate to the point of undue hardship such as that found in section lO(2) of the Code -- Nevertheless, such a duty can and must be inferred in this case in the same way that it has been inferred by the Supreme Court of Canada in other cases such as Alberta Human Rights Commission v. Cental Alberta Diarv Pool (1990) 72 D.L.R. (4th) 417. Not only is it the law of the land, but absent such a duty what would be‘the point of Article A? One can assume that this provision was intended to mean something, and the only way it can mean much is if the prohibition on discrimination carries with it a remedy when such discrimination has been established. In this regard, the mHuman setting out the law and public policy in Ontario provides an important aid to the interpretation of Article A (see also the Preamble to the Q&). In the same way Canadian courts have repeatedly sanctioned a purposive approach to discrimination that broadly interprets human rights laws so as to eliminate discrimination and provide meaningful relief, Article A of the Collective Agreement should also be interpreted. In reaching this conclusion we are merely giving effect to the agreement reached by the parties. In the instant case it is not necessary to make any findings with respect to our jurisdiction to enforce anything other than the terms and conditions of the Collective Agreement. ? , 53 Counsel for the employer argued that the employer had discharged its duty of "reasonable accommodation." With respect, that is an incorrect characterization of the obligation. The duty, once adverse impact has have been established, is to accommodate to the point of undue hardship. In our view, the employer was required to explore and then offer an accomodation to each of the grievors. Put another way, the initial obligation to accommodate rests on the employer. Had the employer made a real effort to accommodate'to the point of undue hardship, then our disposition of the grievances would almost certainly have been different. Once the employer makes its offer of accommodation, again to the point of un'due hardship, the employee has'an obligation to respond to the offer and to be reasonable in his or her response. In the instant case, the parties never~reached that point. This duty to accomodate to the point of undue hardship~was not met in this case, and it is on this basis that we find a violation of Article A and Article 55.1 of the Collective Agreement. The concept of "undue hardship" requires some sacrifice on the part of the employer, not as Arbitrator Outhouse suggests, on the part of an employee.. The employee's obligation is to respond reasonably and in good faith to a real offer of accomodation, but that, of course, presupposes the pre-existence of such an offer. We find that there was no such offer in the instant case. In this regard, we reject as erroneous the reasoning and analysis in the Nova Scotia case. 8i : 54 Superficially, it bears some resemblance to the instant case, but upon careful examination it serves no useful purpose at all. The Fasan case can also be distinguished from the instant one. It was decided long'before Article A entered the Collective Agreement. II. Direct Discrimination The employer in the instant case has a policy that special leave is not normally available for religious observance. In our view, there is nothing wrong with an employer establishing a general policy governing its interpretation and application of the Collective Agreement. Obvious benefits of a general policy include certainty and consistency. However, the effect of the policy in the instant case is to exclude members of ninoritarian religious faiths from obtaining special leave for the celebration of their important holy days. Although the policy in the instant case indicates that "normallytt special leave will not be given for religious holidays, it appears from the ev~idence that '~normally", in fact, means '*never," at least in the case of annually recurring religious events. TO "never" grant special leave for religious purposes is to discriminate against members of minoritarian religions. The evolution of the employer's policy indicates a decision by this employer not to provide special leave for members of minoritarian faiths for the purposes of celebrating recurring religious events. While not crass, this is direct discrimination nevertheless. It 55 =, Accordingly, the policy is in conflict with. Article A of the .' Collective Agreement and we declare it to be og no effect. III. Imnroner Exercise of Discre,tion The intent of Article 55.1 is to provide employees with up to three days with pay, in the discretion of the employer, for special reasons. This provision of the Collective Agreement does not circumscribe what those special reasons are. Obviously, what is special is a matter to be determined in each case, and it is hardly appropriate for the employer to determine in adv,ance that a certain class of events, religious holidays in the instant case, are not special. To make that determination in advance is to fail to properly exercise the discretion conferred by Article 55.1. As found in Kuvnties, the exercise of the discretion must be,real, and that means it cannot be the result of rigid policy adherence, as was apparently what took place in the instant case. Moreover, since the advent of Article A in the Collective Agreement, the discretion must be exercised with that provision kept in mind. Additional Reasons for Decision Some additional reasons for decision, all of which go directly to the result, are in order supporting the three findings we have reached. The duty to accommodate gives recognition to the fact that everyone is not the same and that sometimes, in order to treat people equally, it is necessary to treat them differently. (R. v. Bis M 15 56 Druo Mart, [1985] 1 S.C.R. 295) These religious holiday cases illustrate this point. All Canadians do not celebrate Christmas and Easter. Yet for historic and demographic reasons these major events of the Christian faith have been given statutory recognition with the result that many, but not all, Christians can, if they wish, celebrate these holy days without financial loss. Other Canadians, Jews, Moslems, Buddhists, Eastern Rite, etc., are not given this same benefit. To be sure, they enjoy Christmas and Easter as statutory holidays. What they do not enjoy is the benefit of paid leave to attend to their own religious observance. The employer's policy in the instant case formally applies to all employees. Carefully examined, however, it has a discriminatory effect on 'employees who do not celebrate Christmas and Easter or who celebrate these holy days according to the Eastern Rite. It has a discriminatory effect on these employees because it imposes financial consequences on them for the celebration of their important religious events. This can hardly be said~to give effect to the Collective Agreement right to freedom from religious - discrimination, not to mention the Charter of Rights and Freedoms and the Ontario Human Rishts Code. When presented with a'case of this kind the employer is not only required to investigate the request but to actively consider and discuss accommodation options. We find the investigative process in this case, while free of bias and overt discrimination, was nevertheless deficient in that it focused too narrowly on either /. ? 57 granting or rejecting the grievers' specific requests. In the case of Mr. Leaf, the employer focused on why his,,observance was "special" or Vnusua18U; while in the case of Ms. Kimmel there was no effort made to discuss the request and accommodation. At the very least, Ms. Kimmel should have been asked why the requested leave was '*special@' to her. We find that the questions and criteria considered by the employer in assessing Ms. Kimmel's request provide a useful.way to go about exercising discretion with respect to Article 55.1. It is ,beyond us, however, how these questions and criteria could be considered in a vacuum. At the very least, a discussion with the grievor is necessary in order to determine what the grievor considers to be "special" about the event for which leave is requested. It simply does not make sense for the ministry to say that it is accommodating these employees by giving them the option of taking vacation pay or leave without pay, when it gives that same option to all employees including those who have no need to take advantage of it for the purposes of religious observance. The employee who seeks and obtains special leave to attend to religious duties is not in an advantaged position relative to other employees. If anything the opposite is true because 'once that employee has extinguished his or her special leave with pay, it is no longer .available'for other purposes. The grievors in the instant case, for example, if accommodated, would get the Christian statutory holidays as well as their own religious holidays. Arbitrator 58 . Outhouse described this as "reverse discrimination.'! But to conceptualise accommodation in this way is to miss the point. Other employees without religious obligations necessitating absence from work continue to have the special leave provision available to them. The duty'to accommodate simply cannot be seen as a matter of preferences for certain individuals and groups, It must be seen as a remedial measure directed at removing discrimination against these individuals and groups. Preferred parking places for handicapped person or light duties for injured workers are two examples that illustrate this point. One relevant limitation on the duty to accommodate is cost, and on the evidence before us the employer never considered its potential financial liability in accommodating these grievors in the same way that it never considered alternative accommodations. It should be pointed out that our remedial order in the instant case is to enf,orce a provision of the Collective Agreement, one that was presumably "costed" by the employer in collective bargaining. Another potential limitation' on the duty to accommodate are operational requirements. The evidence indicated that there were no operational requirements requiring the presence of these employees on these days. Indeed, the fact that the employer suggested unpaid leave or vacation days indicates the absence of 59 . any 0perational"requirements. One final 'issue must be addressed. We are quite disturbed by the t lack of uniformity in practice of the different ministries with respect to granting special leave. The evidence on this point need not be extensively reviewed. Suffice it to say that one government ministry, the Ministry of Labour, has an elaborate and sophisticated policy to deal with requests for special leave to attend religious events. The ministry in the .instant case routinely denies such requests and states that is not bound by what goes on at the Ministry of Labour. In our view,, what goes in one government department may be relevant in assessing the reasonableness of actions taken in another. The fact that two government departments should have such materially different policies on as important an issue as the one raised ,-in the instant case, potentially affecting thousands of government employees, is, in a word, intolerable. Whether or not an employee receives special leave to attend to religious obligations should not depend on whether he or she works in the Ministry of Labour or in the Ministry of Government Services. It is the same employer in either case and common sense, not to mention sound industrial relations practices, demands that the implementation and interpretation of the special leave provisions of the collective agreement be reasonably consistent. $ 5 60 Remedy . . . : Having found a violation of the collective agreement, we must now turn our attention to the appropriate remedy for this violation. We are of the view that the employer in the instant case was under an obligation to accommodate both grievors to the point of undue hardship. In the instant case, such an accommodation need do no violence to the bargain reached by the parties, for Article 55.1 of the Collective Agreement sets out the accommodation requested. Accordingly, we order that the grievors be compensated for the requested special leave according to Article 55.1. In making.this award we are not, however, suggesting that this was the only accomodation available in this case. It is, however, one logical accomodation, and it also has the benefit of being consistent with the Collective Agreement. It is not necessary, at this time, to make any findings with respect to the Board's authority, if any, to direct accommodations which may go beyond the scope of the Collective Agreement. We grant this same remedy with respect to our findings of directdiscrimination and improper exercise of discretion. l , 61 In the result, both grievances are upheld and the employer% directed to credit both grievors’k two days of vacation pay. We rem&n seized with respect to the implementation of this award. Dated at Ottawa this 7th day of October 1991. William Kaplan i- ’ / ‘G, Klym Member cdba C. Linton. Member