the duty to accommodate richard g. petrie february, 2008

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The Duty to Accommodate Richard G. Petrie February, 2008

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Page 1: The Duty to Accommodate Richard G. Petrie February, 2008

The Duty to Accommodate

Richard G. PetrieFebruary, 2008

Page 2: The Duty to Accommodate Richard G. Petrie February, 2008

Overview

1. Introduction

2. Prohibited Grounds of Discrimination

3. Duty to Accommodate• BFOR• Undue Hardship

4. Family Obligations• Other Statutory Rights• Sample Case Law

5. Conclusion

Page 3: The Duty to Accommodate Richard G. Petrie February, 2008

Introduction

• Human Rights – ever expanding area of law

• Union and Non-Union Employers – bound to follow Human Rights Act and principles

Page 4: The Duty to Accommodate Richard G. Petrie February, 2008

Introduction

Collective Agreement and contractual rights:

• Parry Sound (2003: SCC): Substantive rights and obligations of human rights and employment standards incorporated directly into each collective agreement.

• Substantive rights and obligations of human rights and employment standards implicit in employment contract.

Page 5: The Duty to Accommodate Richard G. Petrie February, 2008

Prohibited Grounds of Discrimination

• A “protected characteristic” is an immutable personal characteristic.

• These characteristics constitute prohibited grounds of discrimination.

• What is a “protected characteristic” or “prohibited ground of discrimination” differs among provinces.

Page 6: The Duty to Accommodate Richard G. Petrie February, 2008

Prohibited Grounds of Discrimination

•Race•Colour•Religion•National Origin•Ancestry•Place of Origin•Age•Physical Disability

•Mental Disability•Marital Status•Sexual Orientation•Sex•Social Condition•Political Belief or Activity

New Brunswick Human Rights Act:

Page 7: The Duty to Accommodate Richard G. Petrie February, 2008

Prohibited Grounds of Discrimination

• Race• National or Ethnic Origin• Colour• Religion• Age• Sex• Sexual Orientation• Marital Status• Disability• Conviction for which a pardon has been granted• Family Status

Canadian Human Rights Act:

Page 8: The Duty to Accommodate Richard G. Petrie February, 2008

Prohibited Grounds of Discrimination

Harassment

• New Brunswick Human Rights Act specifically refers only to sexual harassment violations

• Tribunals in New Brunswick will consider harassment based on a prohibited ground as “discrimination”.

Page 9: The Duty to Accommodate Richard G. Petrie February, 2008

Duty to Accommodate

• Duty to accommodate is human rights concept developed by courts and human rights tribunals.

• “Duty to accommodate” is not legislated in the Atlantic Provinces.

• Employers expected to follow law as developed in SCC cases such as O’Malley, Central Alberta Dairy Pool, Meiorin and now McGill.

Page 10: The Duty to Accommodate Richard G. Petrie February, 2008

Duty to Accommodate

• The “duty to accommodate” was articulated in O’Malley (1985), where the Supreme Court said no right “absolute” and that each conflicting right must be resolved to avoid “undue interference with others”.

• “Take reasonable steps to accommodate, short of undue hardship”.

Page 11: The Duty to Accommodate Richard G. Petrie February, 2008

Accommodation: BFOR

Meiorin (1999: SCC)• When a prima facie case of discrimination is

established, the onus shifts to the employer to prove, on a balance of probabilities, that the discriminatory standard, practice or policy is a “BFOR” (Bona Fide Occupational Requirement).

Page 12: The Duty to Accommodate Richard G. Petrie February, 2008

Accommodation: BFOR

Meiorin (1999: SCC)• Rational Connection

– Standard adopted for purpose rationally connected to job;

• Good Faith– Standard adopted in good faith with belief that it is

necessary to fulfill legitimate work-related purpose; and,

• Reasonable Necessity– Standard reasonably necessary to accomplish

legitimate work-related purpose – must demonstrate that it is impossible to accommodate “individual” without imposing undue hardship on the employer.

Page 13: The Duty to Accommodate Richard G. Petrie February, 2008

Undue Hardship

• In Central Alberta Dairy Pool (1990), Wilson J. (SCC) said:

“The onus is on the employer to show that it made efforts to accommodate the religious beliefs of the complainant up to the point of undue hardship”.

Page 14: The Duty to Accommodate Richard G. Petrie February, 2008

Undue Hardship

• Central Alberta Pool (1990) set out some relevant factors:– Financial costs?– Disruption of a collective agreement?– Problems of morale of other employees?– Interchangeability of workforce and facilities?– Size of employer’s operation?– Safety?

• But not intended to be an exhaustive list

Page 15: The Duty to Accommodate Richard G. Petrie February, 2008

Undue Hardship

• “Undue hardship” must be evaluated on a case by case basis.

• Additional accommodative measures need to make a difference.

• “… the end may or may not result in full accommodation”.

Page 16: The Duty to Accommodate Richard G. Petrie February, 2008

Undue Hardship

McGill University (2007: SCC)

The factors that will support a finding of undue hardship are not entrenched and must be applied with common sense and flexibility… For example, the cost of the possible accommodation method, employee morale and mobility, the interchangeability of facilities, and the prospect of interference with other employee’s rights or of disruption of the collective agreement may be taken into consideration… the right to accommodation is not absolute, consideration of all relevant factors can lead to the conclusion that the impact of the application of a prejudicial standard is legitimate.

(para. 15)

Page 17: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

Canadian Human Rights Act Prohibits Discrimination:

• “Family status” refers to the “inter-relationship” that arises from bonds of marriage, consanguinity or legal adoption, including of course, the ancestral relationship, whether legitimate, illegitimate, or by adoption, as well as the relationships between spouses, siblings, in-laws, uncles or aunts, and nephews or nieces, cousins, etc.”

Federally Regulated Employers:

Page 18: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

Nova Scotia Human Rights Act Prohibits Discrimination:

• “Family status” means the status of being in a parent-child relationship.

• No specific “family status” reference in the New Brunswick Human Rights Act

• Duty to Accommodate family obligations in New Brunswick

Page 19: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

Employment Standards Act and Canada Labour Code

• Parental and Maternity leave

• Child Care Leave

• Family Responsibility Leave*

• Compassionate Care Leave*

• Bereavement Leave*

• * “Close Family Relationship”

Other Statutory Rights:

Page 20: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

Brown v. DNR (1993: CHRT)• Complainant sought straight day shifts as she

was unable to find daycare to cover her varying shifts.

“We… understand the obvious dilemma facing the modern family wherein the present socio-economic trends find both parents in the work environment, often with different rules and requirements. More often than not, we find the natural nurturing demands upon the female parent place her invariably in the position where she is required to strike this fine balance between family needs and employment requirements.”

(para. 74)

Sample Case Law:

Page 21: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

Brown v. DNR (1993: CHRT)

“It is this Tribunal’s conclusion that the purposive interpretation to be affixed to s. 2 of the CHRA is a clear recognition within the context of ‘family status’ of a parent’s right and duty to strike that balance coupled with a clear duty on the part of an employer to facilitate and accommodate that balance within the criteria set out in the Alberta Dairy Pool case… To consider any lesser approach to the problems facing the modern family within the employment environment is to render meaningless the concept of ‘family status’ as a ground of discrimination.”

(para. 75)

Sample Case Law:

Page 22: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

CNR (2006: Can. Arb.)

• Grievance concerned forfeiture of seniority and dismissal of employee following failure to report to Vancouver in response to a call.

• Grievor was single parent who repeatedly sought to avoid recall to Vancouver and relocation by reason of personal circumstances.

• Employer had provided generous leave to allow her to make necessary personal adjustments.

Sample Case Law:

Page 23: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

CNR (2006: Can. Arb)• Arbitrator Picher said:

“This grievance brings to the fore what must be recognized as a constant in any employment relationship, namely the tension between personal and family obligations and obligations to one’s employer”.

• No discriminatory practice because it required all parents, whether single or married, to respond to their core employment obligations regardless of personal or family circumstances.

Sample Case Law:

Page 24: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

CNR (2006: Can. Arb)Arbitrator Picher said:

• “…indefinite and qualified partial parental leave is for the parties to negotiate…”

• “…the Company did give the fullest consideration to the grievor’s personal circumstances and her request for compassionate consideration. In fact it accommodated her circumstance, to some extent, by extending for a considerable period of months her obligation to report for work at Vancouver.”

Sample Case Law:

Page 25: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

CNR (2006: Can. Arb)Arbitrator Picher said:• “…There was no collective agreement

obligation on the part of the Company to effectively waive the provisions of the collective agreement and in effect confer a special status upon the grievor by reason of her personal circumstances. There was, in the end, no violation of the collective agreement itself.”

Sample Case Law:

Page 26: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

Canadian Staff Union v. CUPE (2006: NS Arb)

• Grievor lived in Newfoundland with his common-law partner and her son. On occasion, he also lived with his two sons from a previous marriage.

• Grievor had exemplary work record and was most qualified candidate for a vacancy in Halifax. He told the Employer he could not move to Halifax because of his family status, marital status and place of residence.

• Grievor asked that he perform the job from St. John’s – Employer ceased to consider the grievor for the job.

Sample Case Law:

Page 27: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

Canadian Staff Union v. CUPE (2006: NS Arb)

• Union argued that decision not to process application was prima facie discrimination and that employer required to accommodate grievor to point of undue hardship by permitting him to work from St. John’s.

• Union provided evidence that the job had been performed out of Ottawa for 39 years.

• Alternatively, Union argued that requirement to report out of Halifax was arbitrary.

Sample Case Law:

Page 28: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

Canadian Staff Union v. CUPE (2006: NS Arb)• Employer argued that requirement to report out of

Halifax on a regular basis did not amount to discrimination and the facts of the case did not support such a finding.

• Employer said decision to base position out of Halifax was due to legitimate business requirements.

• Arbitrator Christie dismissed grievance and ruled the Union failed to prove a prima facie case of discrimination.

Sample Case Law:

Page 29: The Duty to Accommodate Richard G. Petrie February, 2008

Family Obligations

Canadian Staff Union v. CUPE (2006: NS Arb)• Arbitrator said that conflicts and duties faced by

grievor were “everyday marital and family commitments [that] were not commitments upon which a finding of discrimination under either the collective agreement or any applicable human rights legislation can be based”.

• Grievor’s “inability to relocate” to Halifax not due to family or marital status but was a personal choice.

Sample Case Law:

Page 30: The Duty to Accommodate Richard G. Petrie February, 2008

Conclusion

Where do we go from here?

• Conflict between employee family obligations and employer obligations under statute.

• Accommodation analysis requires an examination of the unique facts and circumstances of each case.

• Applicable employers should be prepared to respond to employees who request accommodation due to significant childcare or eldercare responsibilities or, alternatively, to employees whose attendance or performance may be affected, and possibly protected, by “family status” issues.

• New Brunswick Human Rights Act does not protect “family status” as yet.