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A-440-81
Attorney General of Canada (Applicant)
V.
Karen Sharpe et al. (Respondents)
Court of Appeal, Heald, Urie JJ. and Kerr D.J.— Ottawa, May 27 and June 22, 1982.
Judicial review — Applications to review — Public Service Commission — Appeals pursuant to s. 21(6) of the Act against lateral transfer to new position of person not on eligible list for appointments in prescribed area — Commission cannot trans fer person to similar position in area without reference to list while it remained validly in existence — Application dismissed — Public Service Employment Act, R.S.C. 1970, c. P-32, ss. 8, 10, 13, 17, 18, 21 — Public Service Employment Regulations, C.R.C., c. 1337, ss. 5, 21 — Federal Court Act, R.S.C. 1970 (2nd Supp.), c. 10, s. 28.
These are appeals pursuant to paragraph 21(b) of the Public Service Employment Act against the appointment of Dorothy Tickner without competition, by persons who perceived that their opportunities for advancement had been prejudicially affected. The Public Service Commission conducted a closed competition, limited to employees in the Barrie district, which established an eligible list for anticipated vacancies. Tickner had been working in Guelph, but sought a lateral transfer to Owen Sound, which was in the Barrie district. She was trans ferred to a newly-created position in Owen Sound. Since she was transferred from outside the normal area of competition, the Public Service Commission required that appeal notices be posted. Authority to appoint Tickner was granted, subject to the right of appeal of the respondents, who were on the eligible list. Respondents' appeal was allowed, which decision is now under review.
Held, the application is dismissed. Having established the eligible list, the Public Service Commission cannot, as a matter of law, ignore it by filling a position by someone who could not participate in the competition. To do so would be prejudicial to the opportunity for advancement of those persons who, in good faith, participated in the competition and whose names appear on the list. The lateral transfer was a calculated, though thoroughly understandable, circumvention of the rules estab lished to ensure adherence to the merit principle.
CASE JUDICIALLY CONSIDERED
APPLIED:
Kelso v. Her Majesty the Queen, [1981] 1 S.C.R. 199.
APPLICATION for judicial review. COUNSEL:
Walter L. Nisbet, Q.C., for applicant.
Maurice W. Wright, Q.C. and A. J. Raven for respondents.
Dorothy Tickner (herself) for interested party.
SOLICITORS:
Deputy Attorney General of Canada for applicant.
Soloway, Wright, Houston, Greenberg, O'Grady, Morin, Ottawa, for respondents.
The following are the reasons for judgment rendered in English by
URIE J.: This application is brought pursuant to section 28 of the Federal Court Act, R.S.C. 1970 (2nd Supp.), c. 10 to review and set aside a decision of the Public Service Commission Appeal Board made as a result of an appeal to it pursuant to section 21 of the Public Service Employment Act, R.S.C. 1970, c. P-32 against the selection of one Dorothy Tickner as a PM-2, Employment Counsellor, Canada Employment and Immigration Commission, Owen Sound, Ontario.
The relevant facts are these:
On or about April 17, 1980, the Canada Employment and Immigration Commission ("the Commission") announced, and thereafter conduct ed, a closed competition in order to fill anticipated vacancies for PM-2, Employment Counsellor, posi tions in the Barrie District of the Commission. As a result of the competition an eligible list was established. Four of the respondents herein, namely, Karen Sharpe, Gertrude Dickson, Dorothy Howell and Patricia Sylvester were placed as numbers 2, 3, 5 and 6, respectively, on the eligible list.
Subsequent to the establishment of the eligible list a vacancy occurred in a PM-2, Employment Counsellor, position in the Parry Sound office of the Commission. Each of the first three candidates on the list were offered the position and declined to accept it with the result that candidate No. 4 on the list was offered and accepted the appointment.
Dorothy Tickner had occupied a position as a PM-3, Special Programs Counsellor, at the Canada Manpower Centre in Hamilton, Ontario. On March 8, 1978 Mrs. Tickner had submitted a request for a lateral transfer to the Owen Sound Canada Manpower Centre for the stated reason that her husband was planning to retire in the following month to take up residence at their home in Owen Sound and she wished to join him there. Since that transfer could not be effected, Mrs. Tickner, from time to time renewed her request for transfer and, effective as of May 19, 1980, accept ed a voluntary demotion to a PM-2, Employment Counsellor, position at the Guelph Canada Man power Centre because it reduced the weekly com muting time to and from home at Owen Sound. Notwithstanding this appointment, Mrs. Tickner continued to submit requests for a transfer to the position in Owen Sound. On June 2, 1981, Mrs. Tickner was transferred to a newly created posi tion at the Owen Sound Canada Employment Centre.
It should be noted that Guelph is not within the Barrie District of the Commission and that the competition leading to the eligible list above referred to was limited to employees from within the Barrie District. Mrs. Tickner thus was not eligible for the competition with the result that her name did not and could not have appeared on the eligible list. It is further worthy of note, and it is not disputed, that Mrs. Tickner is a valued and well-qualified employee whose qualifications and ability to perform the duties of the position at Owen Sound have not been questioned. As Mrs. Tickner's transfer was from outside the normal area of competition, the Public Service Commis sion required that appeal notices be posted unless the Commission could satisfy the Public Service Commission that there were sufficient compassion ate reasons to waive appeal rights and that the opportunity for advancement of the employees within the area of competition would not be pre- judicially affected. Apparently the Public Service Commission was not so satisfied and the right of the respondents herein to appeal was confirmed. According to a statement filed in evidence by the Commission, authorization to appoint Mrs. Tickner to the Owen Sound position was given on
May 28, 1981, subject to any appeals which might be brought before a prescribed date.
An Appeal Board was established by the Public Service Commission chaired by Anna Stevenson, Q.C., who rendered her decision on July 23, 1981 whereby she allowed the appeals of the respond ents. It is from that decision that this section 28 application is brought.
All parties to the application agreed that there are two issues:
(1) Did the Public Service Commission Appeal Board err in finding that an eligible list for positions at the PM-2 level having been estab lished, the Commission could not transfer an employee not on the list in priority to those whose names appeared on the eligible list? and
(2) Alternatively, was the proposed transfer of Dorothy Tickner an "appointment" within the meaning of the Public Service Employment Act so as to enable the respondents to appeal the selection of Mrs. Tickner to fill the newly creat ed position of PM-2 Employment Counsellor at the Barrie, Ontario, Canada Employment Centre?
The sections of the Public Service Employment Act ("the Act") which are relevant in the disposi tion of the issues raised in this application are sections 8, 10, 13, 17, 18 and 21. They read as follows:
8. Except as provided in this Act, the Commission has the exclusive right and authority to make appointments to or from within the Public Service of persons for whose appointment there is no authority in or under any other Act of Parliament.
10. Appointments to or from within the Public Service shall be based on selection according to merit, as determined by the Commission, and shall be made by the Commission, at the request of the deputy head concerned, by competition or by such other process of personnel selection designed to establish the merit of candidates as the Commission considers is in the best interests of the Public Service.
13. Before conducting a competition, the Commission shall
(a) determine the area in which applicants must reside in order to be eligible for appointment; and
(b) in the case of a closed competition, determine the part, if any, of the Public Service and the occupational nature and level of positions, if any, in which prospective candidates must be employed in order to be eligible for appointment.
17. (1) From among the qualified candidates in a competi tion the Commission shall select and place the highest ranking candidates on one or more lists, to be known as eligible lists, as the Commission considers necessary to provide for the filling of a vacancy or anticipated vacancies.
(2) An eligible list is valid for such period of time as may be determined by the Commission in any case or class of cases.
(3) When establishing an eligible list in the case of a closed competition, the Commission shall place the qualified candi dates thereon in order of merit.
(4) When establishing an eligible list in the case of an open competition, the Commission shall, after complying with sec tion 16 and after conducting such further investigations as it considers necessary, proceed in accordance with the following principles:
(a) persons who come within paragraph 16(3)(a) and who are qualified shall be placed, in order of merit, ahead of other successful candidates;
(b) persons who come within paragraph 16(3)(b) and who are qualified shall be placed, in order of merit, on the list immediately following any candidates mentioned in para graph (a) of this subsection;
(c) persons who come within paragraph 16(3)(c) and who are qualified shall be placed, in order of merit, after any candidates mentioned in either paragraph (a) or (b) of this subsection; and
(d) persons who do not come within paragraph 16(3)(a),(b) or (c) and who are qualified shall be placed, in order of merit, after any candidates who come within those paragraphs.
(5) Nothing prescribed by or under this or any other Act as to the age limit and physical requirements with respect to any appointment to the Public Service applies to a person who comes within paragraph 16(3)(a) or (b), if the Commission certifies that he is of such an age and in such a satisfactory physical condition that he is then able to perform the duties of the position and will probably be able to continue to do so for a reasonable period after his appointment.
18. Where an appointment under this Act is to be made to a position by competition, the appointment shall be made from an eligible list established for that position or for positions of a similar occupational nature and level, but where such list is exhausted, the appointment may be made from an eligible list established for positions of a similar occupational nature at a higher level.
21. Where a person is appointed or is about to be appointed under this Act and the selection of the person for appointment was made from within the Public Service
(a) by closed competition, every unsuccessful candidate, or
(b) without competition, every person whose opportunity for advancement, in the opinion of the Commission, has been prejudicially affected,
may, within such period as the Commission prescribes, appeal against the appointment to a board established by the Commis sion to conduct an inquiry at which the person appealing and the deputy head concerned, or their representatives, are given an opportunity of being heard, and upon being notified of the board's decision on the inquiry the Commission shall,
(c) if the appointment has been made, confirm or revoke the appointment, or
(d) if the appointment has not been made, make or not make the appointment,
accordingly as the decision of the board requires.
Sections 5 and 21 of the Public Service Employment Regulations, C.R.C., c. 1337, must also be considered. They read as follows:
5. Every appointment pursuant to section 10 of the Act shall be made, in accordance with selection standards, by one of the I following processes of personnel selection:
(a) an open competition between persons who
(i) respond to public notice, or
(ii) are identified by means of an inventory;
(b) a closed competition between employees who
(i) respond to notice, or
(ii) are identified by means of an inventory; or
(c) the consideration of such material and the conduct of such examinations, tests, interviews and investigations as the Commission considers necessary to establish the merit of a candidate for appointment where the Commission is of the opinion that a competition would not be in the best interests of the Public Service and the appointment is one of the following, namely,
(i) the appointment of an employee to a position for which the maximum rate of pay does not exceed the maximum rate of pay for the position occupied by the employee immediately prior to the appointment,
(ii) the appointment of an employee to a reclassified position that the employee occupied immediately prior to the reclassification of the position,
(iii) the promotion of an employee in a position to which he was appointed at a level lower than the full level of the position,
(iv) the appointment for a specified period from outside the Public Service to meet an emergency situation, and
(v) an appointment by the Commission, other than an appointment described in subparagraphs (i) to (iv), that the Commission considers to be in the best interests of the Public Service.
21. Where an eligible list has been established for a particu lar position, the person standing highest on the list who is willing to accept the appointment shall be appointed to the position.
As has been frequently pointed out the right of appeal granted by section 21 of the Act is an "appeal against the appointment" to a board established by the Commission. In this case the appeals were brought pursuant to paragraph 21(b) against the appointment of Mrs. Tickner without competition, by persons who perceived that their opportunities for advancement had been prejudi- cially affected thereby. It can thus be seen that the first question to be resolved is whether or not the respondents herein have the right to appeal the appointment, bearing in mind that as a result of a competition an eligible list had been established for PM-2, Employment Counsellor, positions in the Barrie District of the Commission, which includes the Owen Sound Canada Employment Centre, and that the respondents' names all appeared on that list.
Section 10 of the Public Service Employment Act directs that "Appointments to or from within the Public Service shall be based on selection according to merit . .. by competition or by such other process of personnel selection designed to establish the merit of candidates as the Commis sion considers is in the best interests of the Public Service." To fill PM-2, Employment Counsellor, positions in the Barrie District, the Commission apparently considered it in the best interests of the Public Service to conduct a competition. This resulted in the formulation of the eligible list earlier referred to herein, as prescribed by section 17 of the Act. Section 18 then requires that an "... appointment under this Act ... shall be made from an eligible list ...."
To resolve the first question it must be decided whether a lateral transfer can override the require ment that, where a competition has been held and an eligible list established, appointments must be made from that list. It is, of course, implicit that that imperative exists so long as the list continues to be valid or is not exhausted by appointments therefrom. If the first question is answered in the affirmative, then it must be decided whether the simple lateral transfer of Mrs. Tickner from one geographic location to another, to a position in which the duties involved are identical to those of
the position in the location from which she was transferred, can be characterized as an "appoint- ment" so that the various provisions of the Act earlier referred to herein apply or whether such a transfer cannot be characterized as an "appoint- ment" so that the transfer can be effected without compliance with those provisions.
It is not without relevance in endeavouring to answer these questions to recall what was said by Mr. Justice Dickson in the recent judgment of the Supreme Court of Canada in Kelso v. Her Majes ty the Queen,' viz:
No one is challenging the general right of the Government to allocate resources and manpower as it sees fit. But this right is not unlimited. It must be exercised according to law. The government's right to allocate resources cannot override a statute ....
There is no question that as a result of the competition an eligible list had been established for PM-2, Employment Counsellor positions in the Barrie District of which the Owen Sound Canada Employment Centre is a part. That being so it would seem to follow that when a newly-created PM-2, Employment Counsellor position opened up it should, in normal circumstances, be offered to the persons on the eligible list in the order of their ranking. Assuming that the first person to which it was offered, or failing acceptance by that person, any other person on the list in order of ranking accepted, such person would be appointed to the position. As I understood him, counsel for the applicant did not dispute that this would be the way the position at Owen Sound would be filled in normal circumstances and that filling the position in that way would be an "appointment" within the meaning of the Act.
In the case of a transfer of a PM-2, Employ ment Counsellor, from one geographic location to another, (in this case, from Guelph to Owen Sound) counsel said that such logic would not prevail. In his submission, as the holder of the PM-2, Employment Counsellor, position at Guelph, Mrs. Tickner had already been appointed to that position and her transfer from Guelph to Owen Sound did not require another appointment since the appointment to the position in Guelph had been to an identical PM-2 position to that in Owen Sound. This resulted, in his submission,
' [1981] 1 S.C.R. 199, at p. 207.
from the right of the employer "to allocate resources and manpower" (as referred to by Dick- son J., in the Kelso case, supra) within a given classification of position, from place to place, with out regard to the existence of an eligible list encompassing the very position to which the trans fer was made.
I am unable to agree with this submission. I can quite appreciate the desirability of fulfilling the wishes and needs of a valued employee if that can be accomplished according to law. The applicable law in this case is the Public Service Employment Act. Pursuant to that statute the Public Service Commission embarked on a program to fill given positions in a district, as vacancies occurred, by conducting a competition with a view to creating an eligible list. Having established the list I do not think that, as a matter of law, it can be ignored by filling a position by someone (no matter how meritorious her credentials might be) who did not. and could not, participate in the competition. Sec tion 10 requires that appointments be made according to merit. One way that the Act permits the ascertainment of merit is by conducting a competition with a view to the establishment of an eligible list for the filling of particular positions. Having embarked on that procedure to determine merit for such positions, I am of the opinion that the procedure must be adhered to. Not to do sc would be prejudicial to the opportunity for advancement of those persons who, in good faith. participated in the competition and as a result of which whose names appear on the list. The lateral transfer was a calculated, though thoroughly understandable, circumvention of the rules estab lished to ensure adherence to the merit principle, Therefore, the Appeal Board correctly held, in my view, that the respondents herein had the right tc appeal the selection of Mrs. Tickner to fill the Owen Sound vacancy because, as found by the Commission, their opportunity for advancement had been adversely affected.
It follows, then, for the same reasons, that the Owen Sound position should have been offered tc those persons whose names appeared on the eli gible list, the respondents herein, in order of merit and the Appeal Board made no error in so finding.
In reaching that conclusion, it is unnecessary, in the circumstances of this case, to decide whether or not the transfer constituted an appointment and I expressly refrain from commenting on the find ing of the Appeal Board that a position can be filled only by an appointment whether that posi tion is filled from an eligible list or by way of lateral transfer. The nub of this case is that a position was filled by lateral transfer by a person whose name did not and could not, by reason of inability to meet the qualifications for the competi tion, appear on an eligible list. The existence of that list precluded filling a vacancy within the prescribed area without reference to the list while it remained validly in existence. Whether, after it ceased to exist, for whatever reason, a lateral transfer would constitute an appointment, is a subject upon which I am not required to comment in the circumstances of this case.
For all of the foregoing reasons, I would dismiss the section 28 application.
HEALD J.: I concur.
KERR D.J.: I agree with the reasons for judg ment of Urie J. and with his proposed disposition of the section 28 application.
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