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A-778-86
Colette Laberge (Applicant)
v.
Attorney General of Canada (Respondent)
and
Guy Saint-Hilaire and Louise Moissan (Mis -en- cause)
INDEXED AS: LABERGE v. CANADA (ATTORNEY GENERAL)
Court of Appeal, Pratte, Lacombe and Desjardins JJ.—Québec, September 29; Ottawa, November 24, 1987.
Public service — Selection process — Merit principle — Department may not require selection board to assess candi dates as to some only of position's requirements — Failure by selection board to assess capacity of candidates to perform one of duties described in competition notice — Failure vitiating results of competition only where, because of such failure, merit principle transgressed.
A competition was held to fill the position of "problem-solv ing co-ordinator" within the Department of National Reve- nue—Taxation. The duties described in the notice of competi tion included the co-ordination of requests made under the Access to Information Act and the Privacy Act. This duty had recently been added to the position and training was to be provided. In the list of required qualifications and knowledge prepared by the Department for the selection board, no men tion was made that candidates had to be familiar with the relevant legislation. As a result, the selection board did not inquire as to the candidates' knowledge in that area. This is a section 28 application to set aside the decision of a Public Service Commission appeal board rejecting the applicant's appeal against the successful candidate's appointment. The applicant argues that the principle of selection according to merit had not been observed in that the selection board failed to assess the candidates' capacity to perform all the duties of the position. The appeal board was of the view that the selection board's function is only to assess the candidates in terms of the selection criteria established by management.
Held, the application should be allowed.
The merit principle requires that the candidate best able to perform all the duties specified in the notice of competition be selected. The Department concerned is responsible for defining the positions and the qualifications thereof. It cannot require a selection board to consider the candidates' abilities in terms of only some of the position's requirements. The selection board is a tool used by the Public Service Commission to carry out the duty imposed on it by section 10 of the Public Service Employ-
ment Act. The Department does not have the power to alter the obligations imposed on the Commission by that provision.
That does not mean, however, that a candidate's knowledge must be directly assessed so as to determine his capacity to immediately perform all the duties of the position. In many cases, a candidate's capacity to perform one duty can be inferred from his capacity to perform another. Nor does it mean that a candidate cannot undergo the normal training period to become familiar with the new duties of the position. The question which the appeal board should have addressed was whether the alleged impropriety (the failure to assess the candidates' abilities to perform one of the duties of the posi tion) had the effect of transgressing the merit principle. Such failure will vitiate the results of the competition only if the answer is affirmative.
STATUTES AND REGULATIONS JUDICIALLY CONSIDERED
Access to Information Act, S.C. 1980-81-82-83, c. 111, Schedule I.
Federal Court Act, R.S.C. 1970 (2nd Supp.), c. 10, s. 28.
Privacy Act, S.C. 1980-81-82-83, c. 111, Schedule II. Public Service Employment Act, R.S.C. 1970, c. P-32, ss.
10, 21.
COUNSEL:
Jean Gaudreau and John G. O'Connor for
applicant.
Jean-Marc Aubry for respondent.
SOLICITORS:
Gaudreau, Vaillancourt & St-Pierre, Qué- bec, for applicant.
Deputy Attorney General of Canada for respondent.
Appeals Branch, Public Service Commission for Public Service Commission Appeal Board.
The following is the English version of the reasons for judgment rendered by
PRATTE J.: This application made pursuant to section 28 of the Federal Court Act [R.S.C. 1970 (2nd Supp.), c. 10] is against a decision of an appeal board established by the Public Service Commission, which dismissed an appeal brought by the applicant under section 21 of the Public Service Employment Act [R.S.C. 1970, c. P-32].
In July 1986 the Public Service Commission announced that a closed competition would shortly be held to fill the position of "problem-solving co-ordinator" with the Department of Revenue Canada—Taxation in Québec. The notice gave the following description of the duties included in this position:
Administers and co-ordinates the problem-solving program to ensure that the complaints and problems of individuals and corporations are dealt with promptly. Identifies obvious trends or deficiencies in the system or procedures which create or aggravate problems, reports on them to regional office and head office management and recommends a series of actions to correct such deficiencies. Conducts research and investigations into allegations by taxpayers and the information media of unfair or inappropriate treatment of taxpayers by the Depart ment and recommends a series of actions to deal with such problems. Co-ordinates ministerial correspondence and high- priority requests for information from MPs and others which are sent to the district office. Is entirely responsible for receipt and co-ordination of information requests at the district office made pursuant to the Access to Information Act and the Privacy Act. Performs other duties. [My emphasis.]
This description was taken from a longer docu ment which gave a detailed description of the duties attached to the position of "problem-solving co-ordinator". This document further indicated that the duties of this position involving requests made under the Access to Information Act [S.C. 1980-81-82-83, c. 111, Schedule I] and the Priva cy Act [S.C. 1980-81-82-83, c. 111, Schedule II] represented only 5 percent of the total duties: it also stated that the incumbent would have to, inter alia,
... be very familiar with tax legislation and legal provisions regarding the disclosure of information requested, recovery of taxes, imposition of penalties, the Department's functions regarding the making of assessments, source deductions and the various aspects of legal proceedings that might be used by the Department; be familiar with the Access to Information Act and the Privacy Act and related proceedings.
The applicant entered this competition. The merit of candidates was assessed by a selection board which concluded that eight of the candidates were qualified to fill the position and that the most qualified of the eight candidates was a Mrs. Mois-
san. The applicant's name was listed third, below that of Mrs. Moissan.
The applicant accordingly appealed the appoint ment of Mrs. Moissan under section 21 of the Public Service Employment Act. Her appeal was dismissed: hence this section 28 application.
In this Court counsel for the applicant made only one argument, namely that the appeal board had erred in law in finding that, in assessing candidates' merit, the selection board did not have to assess their capacity to perform all the duties of the position.
To understand this argument and the way in which it was disposed of by the appeal board one has to know, first, that the duties relating to information requests made under the Access to Information Act and the Privacy Act had been included in the position under consideration for only a short time. In a note sent to all district office managers on June 25, 1986, the Assistant Deputy Minister of the Department of National Revenue—Taxation first mentioned that the descriptions of duties for positions in the Public Affairs Division (the position of problem-solving co-ordinator was part of this Division) had been amended the previous February and now included two new duties, privacy and access to information requests and ministerial correspondence; he went on to say:
These duties, for which adequate training will be provided, will be incorporated into the public affairs divisions of district offices in the next eight months.
However, if Access to Information and Privacy Counsellors have to discontinue these duties, the latter will immediately be transferred to public affairs.
It was therefore expected that all problem-solv ing co-ordinators would have to be given training to enable them to perform their new duties. This is probably why, in preparing for the selection board a document listing the qualifications and knowl edge which a problem-solving co-ordinator would have to have, the Department omitted to mention that a co-ordinator would have to be familiar with the Access to Information Act and the Privacy
Act. As a result the selection board, when it exam ined the various candidates, did not inquire as to their knowledge in this area.
The argument presented by the applicant to the appeal board was therefore that the appointment of Mrs. Moissan to the position of problem-solving co-ordinator was not made "in accordance with selection by merit" because, in the competition, the selection board did not assess the capacity of candidates to perform all the duties of the position to be filled.
The appeal board dismissed this argument. After summarizing the applicant's argument, it said the following on this point:
According to the Department, there was no requirement that candidates be assessed in terms of all the duties of a position and the Department was responsible for choosing the selection criteria. Moreover, the duty in question had not yet been added to the position and the incumbent would have to be given the training made necessary by the addition.
In my opinion, it is a misunderstanding of the function of a selection board to argue that it should have assessed the candidates in terms of the duty in question. As various judg ments of the Federal Court have already held, management is responsible for determining the selection criteria to be used in a given staffing operation and the appeal board has no jurisdic tion to rule on the correctness of the determination made. The function of the selection board is only to assess the candidates in terms of selection criteria already established by manage ment and usually listed in what is known as the "Statement of Qualifications", and it is only when this function is not properly performed that the appeal board can intervene. As in the instant case management had not yet determined the selection criterion relating to the duty in question, the selection board could not assess the candidates in terms of such a criterion, and the appeal board could not conclude that it had failed to carry out its function.
This is the passage from the appeal board's decision in which counsel for the applicant sees an error of law. He contends that the merit principle requires that the candidate best able to fill the position be selected. The capacity of the various candidates to fill a given position cannot be deter mined without assessing their capacity to perform all the duties of the position in question. The procedure followed by the selection board was therefore vitiated and inconsistent with the merit principle.
To this counsel for the respondent replied that, at the time of the competition, the new duties
relating to administration of the Access to Infor mation Act and the Privacy Act had not yet been added to the position of problem-solving co-ordina- tor; he also argued that, in any case, the selection board did not have to assess the candidates in terms of every one of the duties of the position to be filled.
Contrary to what was argued by counsel for the respondent, it seems clear that at the time of the competition the new duties had in fact been added to the position to be filled. This can be seen simply from reading the memo of the Asssistant Deputy Minister which I quoted above.
It also does not seem true to say that a selection board does not have to assess candidates in terms of all the duties of the position to be filled. When a competition is held to fill a position, the competi tion must be organized in such a way that the capacity of the candidates to fill the position can be determined. This cannot be done without con sidering the duties to be performed by the incumbent.
The Department concerned is of course respon sible for defining positions and the qualifications they require. Here, the Department did this by describing the position of co-ordinator as including the duty of administering the Access to Informa tion Act and the Privacy Act and as requiring a good knowledge of these two Acts. The question to be answered here is whether a Department which has determined the duties attached to a position can, in a competition held to fill that position, require a selection board responsible for adminis tering a competition to consider the abilities of various candidates in terms of only some of the position's requirements. This question must of course be given a negative answer. Contrary to what the appeal board found, the function of a selection board is not merely to carry out the instructions of the Department concerned. The selection board is only a tool used by the Public Service Commission to carry out the duty imposed on it by section 10 of the Public Service Employ ment Act. The Department does not have the power to alter the obligations imposed on the Commission by section 10 of the Act. Neither the selection board nor the Commission is a menial of the various Departments.
That is not to say, however, that a competition would be improper solely because it had not direct ly assessed the knowledge of candidates so as to decide on their capacity to immediately perform all the duties of the position. When an appeal board has such a complaint before it it must consider whether, in the circumstances, the failure to assess candidates in terms of all the duties of the position to be filled is consistent with the require ments of the merit principle. It may be that the alleged impropriety is only apparent: in many cases a candidate's capacity to perform one duty can be inferred from his capacity to perform another. It may also be that the knowledge required by the performance of certain duties can easily be acquired by someone who has the capaci ty to perform the other duties of the position. For example, if a candidate had been able to master a complex statute such as the Income Tax Act, it can be assumed that he will easily be able to familiarize himself with another more straightfor ward statute. The merit principle requires that the candidate be selected who, at the time of the competition, is best able to perform all the duties specified in the competition notice. That does not mean that a candidate cannot undergo the normal training period to become familiar with his new duties, which in the case at bar also included a training course given to other people in the same category already occupying the position.
I think it is thus clear that, in the case at bar, the appeal board was wrong to dismiss the appli cant's argument solely because the selection board had no choice but to follow the instructions of the Department concerned. It should instead have con sidered whether, in the circumstances, the impro priety alleged by the applicant had the effect of damaging the merit principle.
I would accordingly set aside the subject deci sion and refer the matter back to the appeal board to be decided by it on the assumption that, when a competition is held to fill a position in the Public Service, failure to assess the capacity of candidates to perform one of the duties of the position vitiates the result of the competition only where, because of such an impropriety, the merit principle has not been observed.
LACOMBE J.: I concur. DESJARDINS J.: I Concur.
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