THE INDUSTRIAL TRIBUNALS
CASE REF: 1696/07
CLAIMANT: Pauline Girvin
RESPONDENT: Carrickfergus Borough Council – Support Services
DECISION
The unanimous decision of the tribunal is that the respondent failed to comply with the duty under Section 4A of the Act to make reasonable adjustments in respect of the claimant. This failure did not occasion any financial loss. The tribunal awards £15,000 for injury to feelings and £3,550 in respect of interest, making a total award of £18,550. The claims in respect of constructive unfair dismissal, harassment, disability-related discrimination in relation to a training course and discrimination on the ground of disability are dismissed.
Constitution of Tribunal:
Chairman: Mr Kelly
Members: Mr Killen
Mrs McReynolds
Appearances:
The claimant was represented by Mr Brian McKee, Barrister-at-Law, instructed by Donnelly & Kinder, Solicitors.
The respondent was represented by Mr David McGaughey, Barrister-at-Law, instructed by the Legal Services Department, of Belfast City Council.
THE ISSUES
(i) Was the claimant constructively and unfairly dismissed by the respondent?
(ii) Did the respondent fail to fulfil its statutory duty to make reasonable adjustments in respect of the claimant?
(iii) Did the respondent directly discriminate against the claimant on grounds of her disability?
(iv) Did the respondent unlawfully discriminate against the claimant for disability-related reasons?
(v) Was the claim under the Disability Discrimination Act ('the Act') presented within time and, if not, should time be extended?
FINDINGS OF FACT
RELEVANT WORK HISTORY:
OCCUPATIONAL HEALTH REPORTS:
"Fibromyalgia, along with the associated complaints of irritable bowel syndrome and chronic fatigue tend to be long term conditions. Recent research would suggest that the outlook for complete recovery of these conditions is relatively poor although the likelihood is that individual suffers (SIC) will improve to some extent. Certainly given the lack of progress to date, I can only advise that Ms Girvin's current health problems are likely to continue for the indefinite future. It is probable that her symptoms will improve over the next one to two years however."
(i) the condition giving rise to the claimant's disability was a long term condition;
(ii) in relation to this condition, complete recovery was unlikely; and
(iii) partial recovery was likely.
In relation to the prognosis for the claimant in particular, the tribunal concludes that the report could only properly have been read as indicating that:-
(i) the claimant's inability to work as a Lifeguard was likely to continue for the indefinite future;
(ii) there may have been some improvement in the claimant's condition over the next one or two years; and
(iii) it was not suggested that it was likely that the claimant would improve sufficiently to work as a Lifeguard either in the next one or two years or for the foreseeable future.
A further report was compiled on 29 November 2006. That report stated in material part:-
"I would accept that due to her musculo-skeletal problems and her fatigue, she is unlikely to be able to cope with any form of employment with a substantial manual handling component or where she would be required to stand for long periods. She would on the other hand be in my view immediately fit for sedentary/clerical/administrative work if such a position were available for her.
The critical adjustment in this case would be the provision of light or administrative duties. It must remain the employer's decision as to whether this adjustment can however be reasonably made or not. If no such adjustment can be reasonably made, then I believe Mrs Girvin is likely to remain unfit for her substantive duties as a Lifeguard for the indefinite future. In my view however, the likelihood is that Mrs Girvin's condition will ultimately improve at least from the functional perspective and I would not therefore advise that she is permanently unfit. This may have implications for her should she seek early payment of her pension under the NILGOSC pension scheme."
It is difficult to reconcile the two last sentences quoted with the rest of this report, other than perhaps as a reference to the eligibility test for early retirement under the NILGOSC scheme and therefore as an indication that she could not have been regarded as unfit for all work. However, the report, read as a whole, makes it plain that the claimant was unlikely to be able to work as a Lifeguard for the indefinite future. The appropriate adjustment was identified as a transfer to light or administrative duties. One of the issues to be considered in this case is whether the actions taken by the respondent in moving the claimant from temporary post to temporary post while continuing to regard her as a Lifeguard, was sufficient to satisfy its duty to make reasonable adjustments. That potentially raises two issues; firstly whether the absence of specific job descriptions, occupational health reports or risk assessments relating to each of the temporary positions was significant and secondly, whether in the light of the medical evidence available, the respondent should have considered a permanent transfer to a different post in which her disability would not have placed her at a disadvantage.
MEETINGS BETWEEN THE CLAIMANT AND MANAGEMENT:
RATE OF PAY:
CORRESPONDENCE WITH GP:
STABILITY BALL INSTRUCTOR'S COURSE:
(i) because of a fear that attendance at the course would exacerbate her medical condition; and
(ii) because the claimant was working in the role of a Fitness Instructor as a reasonable adjustment and the training sought would not have any relevance to her substantive role as a Lifeguard.
He accepted that his decision was, at least in part, based on the claimant's disability-related absences between 16 October 2006 and February 2007. Her "medical condition was a major factor in my decision making". He further accepted that he had no "direct knowledge" of the 2005 changes to the Act and had not taken advice on how to deal with a disability-related absence. He could not recall ever reading the report from Blackwell Associates of November 2006. He candidly accepted that this matter "probably was not attended to in the way it should have been".
REDUNDANCY EXERCISE:
DISCIPLINARY INVESTIGATION:
(i) being refused unpaid leave to attend her son's last day at school. Her son suffered from dyslexia and she stated she needed to see the teacher;
(ii) being accused of taking time off without permission when she had phoned to say her other son was ill. In her evidence-in-chief she described the instigation of the disciplinary investigation as the final straw.
CLAIMANT'S COMPLAINT ABOUT MS GORDON:
"Every time we have a meeting to assess my situation, she tells me I will be paid off eventually and reminds me that my temporary position is very short term.
I suffer from Fibromyalgia which is made worse by the stress of these meetings and I feel I am not getting the support from your Duty to Care"
Mr Eagleson accepted that if the allegations in those letters were true, the conduct of the managers had been disgraceful. Despite that, no investigators were appointed by the respondent until "the Autumn" of 2006. No more precise date could be provided. The respondent argued that, given Ms Gordon's relatively senior rank, it had been difficult to find suitable investigators to deal with the complaint. It had been necessary to approach other local government employers. The report still had not been completed when the claimant left her employment in June 2007, one year after the complaint.
RELEVANT LAW:
"3A Meaning of "Discrimination"
(1) For the purposes of this Part, a person discriminates against a disabled person if -
(a) for a reason which relates to the disabled person's disability, he treats them less favourably than he treats or would treat others to whom that reason does not or would not apply, and
(b) he cannot show that the treatment in question is justified.
(2) For the purposes of this Part, a person also discriminates against a disabled person if he fails to comply with the duty to make reasonable adjustments imposed on him in relation to the disabled person.
(3) Treatment is justified for the purposes of sub-section (1)(b) if, but only if, the reason for it is both material to the circumstances of the particular case and substantial .
(4) A person directly discriminates against a disabled person if, on the ground of the disabled person's disability, he treats the disabled person less favourably than he treats or would treat a person not having that particular disability whose relevant circumstances, including his abilities, are the same as, or not materially different from, those of the disabled person."
(1) "For the purposes of this Part, a person subjects a disabled person to harassment where, for a reason which relates to the disabled person's disability, he engages in unwanted conduct which has the purpose or effect of –
(a) violating the disabled person's dignity, or
(b) creating an intimidating, hostile, degrading, humiliating or offensive environment for him.
(2) Conduct shall be regarded as having the effect referred to in paragraph (a) or (b) of sub-section (1) only if, having regard to all the circumstances, including in particular the perception of the disabled person, it should reasonably be considered as having that effect."
"4A Employers; Duty to make adjustments.
(1) Where -
(a) a provision criterion or practice applied by or on behalf of an employer, or
(b) any physical feature or premises occupied by the employer;
places the disabled person concerned at a substantial disadvantage in comparison with the persons who are not disabled, it is the duty of the employer to take such steps as it is reasonable, in all the circumstances of the case, for him to have to take in order to prevent that provision criterion or practice, or feature, having that effect."
"18B Reasonable Adjustments; supplementary -
(1) In determining whether it is reasonable for a person to have to take a particular step in order to comply with the duty to make reasonable adjustments, regard shall be had, in particular, to -
(a) the extent to which taking a step would prevent the effect in relation to which the duty is imposed;
(b) the extent to which it is practicable for him to take the step;
(c) the financial and other costs which would be incurred by him in taking the step and the extent to which taking it would disrupt any of his activities;
(d) the extent of his financial and other resources;
(e) the availability to him of financial or other assistance with the respect to taking the step;
(f) the nature of his activities and the size of his undertaking.
(2) The following are examples of steps which a person may need to take in relation to a disabled person in order to comply with the duty to make reasonable adjustments:-
(c) transferring him to fill an existing vacancy;
(d) altering his hours of working or training;
(e) assigning him to a different place of work or training".
"(a) the provision criterion or practice applied by or on behalf of an employer, or
(b) the physical feature of premises occupied by the employer,
(c) the identity of non disabled comparators (where appropriate), and
(d) the nature and extent of the substantial disadvantage suffered by the claimant. It should be borne in mind that identification of a substantial disadvantage suffered by the claimant may involve the consideration of the culminative effect of both the provision criterion or practice applied by or on behalf of an employer and a physical feature of premises so it would be necessary to look at the overall picture."
"The paragraph in the DRC's Code is correct. The key point identified therein is that the claimant must not only establish that the duty has arisen, but that there are facts from which it could reasonably have inferred, absent an explanation, that it has been breached. Demonstrating that there is an arrangement causing substantial disadvantage envisages the duty but it provides no basis on which it could properly be inferred that there is a breach of that duty. There must be evidence of some apparently reasonable adjustment which could be made. That is not to say that in every case the claimant would have to provide the detailed adjustment that would need to be made before the burden would shift. It would, however, be necessary for the respondent to understand the broad nature of the adjustment proposed and to be given sufficient detail to enable him to engage that the question of whether it could be reasonably be achieved or not."
"To prove an allegation that there has been a failure to comply with the duty to make reasonable adjustments, an employee must prove facts from which it could be inferred in the absence of an adequate explanation that such a duty has arisen and that it has been breached .If the employee does that the claim will succeed unless the employer can show that it did not fail to comply with its duty in this regard."
The Court of Appeal in Hendricks v Commissioner of Police for the Metropolis [2003] IRLR 96, stated that the burden of proof is on the claimant to prove, either by direct evidence or by inference from primary facts , that the alleged incidents of discrimination were linked to one another and were evidence of a continuing discriminatory state of affairs covered by the concept of "an act extending over a period".
The correct comparator was a tenant of the council who had no mental illness and who had sub-let his flat, and not a tenant of the council who had not sub-let his flat.
Parliament would have meant the directed comparison to be a meaningful comparison in order to distinguish between treatment that was discriminatory and treatment that was not.
The defendant's schizophrenia was not in the mind of the council when it decided to serve notice to quit and take possession proceedings against him. It was not enough for him to show that, objectively viewed, there was a connection between his schizophrenia and his sub-letting. He needed to show also, that his mental condition played some motivating part in the authority's decision to terminate his tenancy and recover possession of the premises.
DECISION
41. Respondent's attitude to disability
The tribunal was particularly concerned at the approach taken by the respondent to its obligations under the Disability Discrimination Act. In particular:-
(i) The respondent's disciplinary and grievance procedures referred to various types of discrimination as examples of serious misconduct. One glaring omission was the lack of any reference to disability discrimination.
(ii) When Ms Gordon, the respondent's Human Resources manager was asked in cross examination to indicate who in the respondent's organisation was responsible for supervising reasonable adjustments, she replied that she "didn't know" – "not in my job description – it might fall to me" – "the buck stops ultimately with the Chief Executive – but it might be me".
(iii) Ms Gordon appeared to have no knowledge that the claimant had, in the minds of some staff at least, been put forward as available on demand to provide cover in respect of annual leave, sick leave, etc.
(iv) No attempt had been made by the respondent to provide detailed job descriptions in relation to the claimant's temporary postings or to set out those duties which the claimant was expected to undertake as part of a reasonable adjustment and those duties which were excluded. No specific medical advice had been obtained in relation to these posts and no risk assessments appear to have been carried out, even though the posts in Oakfield and in Ramparts both had the potential to involve some manual work.
(v) It is apparent that nobody in the respondent's management structure had any detailed knowledge of what the claimant was actually doing when placed in either Oakfield or the Ramparts Fitness Suite. If these temporary postings had been regarded by the respondent primarily as a reasonable adjustment for the purposes of the Act, rather than as a measure of administrative convenience to the respondent in filling in for absent staff, the tribunal would have expected the respondent to have kept itself better informed.
(vi) Ms Gordon was asked in cross-examination whether the respondent, during the period when the claimant was in Oakfield, had considered placing the claimant in a substantive administrative post. Ms Gordon replied "not at this stage" – "we didn't have an admin post to my knowledge". There was in fact no evidence before the tribunal that a substantive transfer to administrative or light duties was ever considered by anyone within management as a reasonable adjustment in respect of the claimant. Mr Eagleson, the respondent's Director of Support Services, who was at all relevant times responsible for overseeing the personnel department, confirmed during cross-examination that he had not ever considered moving the claimant permanently to an administrative grade or to post with lighter duties. He had never come across such a transfer. Mr Houston accepted that the claimant, on the basis of the Blackwell Associates reports, was, at the relevant times, likely to remain incapable of carrying out the duties of a Lifeguard. He was asked what the responsibilities of an employer were in such circumstances. With commendable frankness, he replied that "I would think that we would have to find out what the individual was capable of, with a view to seeing if the individual could be redeployed". When asked when this was done, he replied "It was not done".
(vii) Ms Gordon claimed to have referred to the Code of Practice when considering what the respondent was required to do in relation to the claimant but could not remember which parts of the Code.
(viii) The respondent was not content to rely solely on the expert medical evidence contained in the reports compiled by Blackwell Associates in relation to the claimant's prognosis. Ms Gordon also relied on what a friend had told her about the medical condition suffered by the claimant and on her own internet research. Mr Eagleson also stated that he may have relied on discussions with colleagues.
(ix) Ms Gordon was taken out of the loop from 13 May 2006, ie from the date on which the claimant sent her initial letter of complaint about her. From that period onwards, there was no Human Resources manager overseeing the claimant's situation in relation to reasonable adjustments. Ms Gordon made it clear in evidence that when line managers asked her for advice in relation to the claimant after that date, she refused to give advice. Mr Houston accepted in cross-examination that there was no-one available to give HR advice in relation to the claimant's position after 13 May 2006. The tribunal can understand that Ms Gordon would not wish to be in the position of having to advise the respondent in relation to an employee who had a current complaint against her. The tribunal also accepts that it was the respondent's policy that an employee whose actions are currently under investigation should not deal with matters affecting the complainant. However, the investigation was significantly delayed and given the subject matter of the complaint, the need for continuing advice on reasonable adjustments should have been obvious to the respondent. It is difficult for this tribunal to understand why alternative arrangements were not put in place.
(x) The tribunal was not referred to any policy document or other settled strategy on the part of the respondent to deal with disability discrimination issues.
(xi) Mr Eagleson, during the redundancy exercise, and when he was fully aware of the claimant's disability, specifically drew two possible vacancies to her attention. One was a vacancy as a gravedigger. He "felt obliged" to do so.
(xii) It was obvious from the evidence of the respondent's witnesses that they were unwilling to regard the claimant as anything other than a Lifeguard and that they had excluded from consideration any reasonable adjustment outside that narrow job description unless it was purely temporary in nature.
The tribunal has concluded that the claimant's evidence in some respects was not credible. For example:-
(i) the claimant claimed in evidence and maintained in cross-examination that she had carried out inductions of new members at the Fitness Suite at Ramparts when she was working there as a Fitness Instructor. She described in detail in response to questions from the tribunal the process which she followed during inductions. However, it emerged in cross-examination that a fee was payable of £2.50 per induction. Others who worked as Fitness Instructors had claimed this fee. She had not claimed the fee on a single occasion. She stated that "money was not her life". The tribunal concludes that this evidence was not truthful. The claimant was a single parent with three children in a relatively low paying job and she had already raised the issue of a pay differential between her and Ms Telfair in Oakfield and had pursued that matter with some vigour. The tribunal does not accept that she was disinterested in money or indeed that she should have been disinterested in money. The tribunal concludes that she did not perform inductions at Ramparts.
(ii) The claimant stated in evidence that Mr Houston had backed up Ms Gordon during the meetings at which the claimant alleged she was treated badly. She also stated in evidence that Mr Houston had accused her separately of "manoeuvring her way into the Centre (Oakfield)". No complaint or grievance was raised against him under the internal procedure. The tribunal concludes that if her evidence to this tribunal had been accurate in this respect, such a complaint or grievance would have been raised at the same time as the complaint against Ms Gordon was raised. The tribunal therefore concludes that her evidence in this respect was not truthful.
(iii) The respondent temporarily moved the claimant to an administrative pay scale to facilitate internal accounting shortly after she went to Oakfield in June 2005. This resulted in an increase of gross pay of £162 per month. That would have resulted in a net increase of more than £25 per week. The claimant did not accept that happened. The tribunal prefers the evidence of the respondent on this point.
(iv) The claimant sought to expand considerably on the contents of her witness statement during cross-examination. For example, she said that Ms Gordon had said the claimant "would be paid off eventually" and that "I should be grateful they were making these reasonable adjustments for me". When it was put to the claimant that these specific allegations were not in her statement, her response was "I was trying to keep it brief". The tribunal does not accept that this was true.
43. TIME LIMITS
(i) The claim form was lodged in the tribunal office on 19 September 2007 the effective date of dismissal was the 25 June 2007, when the claimant resigned. The complaint of constructive unfair dismissal is therefore within time and within the jurisdiction of the tribunal.
(ii) The claim form raises an issue of breach of contract but this does not appear to be a claim separate from the constructive unfair dismissal claim referred to above.
(iii) The complaint of a breach of the Section 4A duty to make reasonable adjustments relates to an alleged ongoing failure to make such adjustments up to the effective date of termination. The tribunal has considered the relevant work history as set out in paragraph 2 above, together with the evidence given by the claimant and by the respondent's witnesses. For the reasons set out later in this decision the tribunal is satisfied that there was such an ongoing failure to comply with Section 4A and that this failure did in fact persist until the EDT. The complaint under Section 4A is therefore within time and within the jurisdiction of the tribunal.
(iv) The issue of time limits in relation to the complaints of direct disability discrimination under Section 3A(5) and in relation to the complaints of disability related discrimination under Section 3A(1) will be considered as necessary along with the substantive issues raised by those complaints.
44. CONSTRUCTIVE UNFAIR DISMISSAL
The Court of Appeal determined in Western Excavating (ECC) Ltd v Sharp 1978 [IRLR] 27 that an employee is entitled to treat himself as constructively dismissed if the employer is guilty of conduct which is a significant breach going to the root of the contract of employment; or which shows that the employer no longer intends to be bound by one or more of the essential terms of the contract.
The claimant had lodged a grievance against Ms Gordon on 4 May 2006, more than one year before her resignation. That grievance alleged that she had been repeatedly harassed and victimised and that at each meeting she was told by Ms Gordon that she would be paid off eventually and that her temporary positions were very short term. The claimant's resignation e-mail of 23 June 2007 does not refer to this long outstanding grievance or to the respondent's failure to make reasonable adjustments. It refers only to the stress and strain she had been under "in these past couple of weeks". The e-mail did not refer to, or make any allegations in respect of, the previous two years during which the claimant was, according to her grievance, being harassed and victimised. The letter refers only to two matters; the refusal of one day's unpaid leave to attend her dyslexic son's last day at school and the commencement of the disciplinary investigation into her attendance and timekeeping. It concluded "I feel I have been forced into leaving before my redundancy notice date".
The reasons for the claimant's resignation, as expressed in that resignation letter, are difficult to reconcile with the "final straws" described by the claimant in the final written submission to the tribunal. These were the "speed of the disciplinary proceedings initiated against her" and "the failure to afford her the same protection as other admin staff in the redundancy process".
The tribunal concludes that if the reasons put forward in the final written submission had indeed been the reasons which finally led the claimant to resign, they would have appeared in the resignation e-mail. The tribunal also notes that the claimant failed to attend an interview for an administrative post for which she had applied as part of the redundancy selection exercise. Given that failure, it is particularly difficult to give any credence to the assertion in the written submission that a "final straw" was the respondent's failure to protect her in that selection process. Furthermore, the tribunal did not hear detailed evidence from either party about the differential treatment afforded to groups of employees in the course of that exercise. However on the evidence before it, the tribunal concludes that only certain groups of employees had the advantage of participating in ring-fenced competitions for particular posts. There was no evidence that the claimant would have benefited in this respect if she had previously been given a permanent administrative post or a permanent post involving light duties.
The conduct of an employer cannot amount to a repudiation of the contract of employment sufficient to ground a constructive unfair dismissal claim, if that conduct does not involve a breach of contract. Discriminatory acts can, of course, amount to repudiatory conduct – Derby Specialist Fabrication Ltd v Burton [2001] IRLR 69. As indicated above the tribunal is puzzled at the respondent's decision to instigate a preliminary step in the disciplinary procedure at such a late stage of the claimant's employment when the redundancy notice had issued and where the claimant's previous and significant absences had not provoked such a reaction. Clearly, if the disciplinary action were either a breach of the respondent's own procedures or if it were an act of victimisation linked to her grievance or indeed if it were related to or based on her disability there would have been a sufficient repudiation of the contract to justify the claimant leaving. No allegation was made by or on behalf of the claimant that the preliminary disciplinary investigation was itself an act of victimisation.
The tribunal has carefully considered the evidence before it and concludes that the respondent's action in instigating the disciplinary investigation was an action it was entitled to take under it's procedures and that it was a reaction to the incident on 15 June 2007. An employer in such circumstances is entitled to at least investigate the pattern of attendance and timekeeping. There had been no determination of fault at this stage and no penalty had even been considered at the time of the claimant's resignation. The tribunal is satisfied that the decision to instigate the investigation had not been influenced by the grievance lodged over a year earlier. That grievance did not appear to be in anyone's mind in June 2007. The claimant was not actively pursuing it and had not even referred to it in her resignation e-mail. The respondent was not pursuing it with any particular vigour either and, if some form of retaliation had been contemplated by the respondent's managers, it is difficult to see why they would have waited this long.
The tribunal heard no evidence in relation to the refusal of leave to attend her son's last day at school. There was in particular no evidence that the claimant had been treated any differently than any other member of staff who was not disabled or had not committed a protected act would have been treated. The parties were afforded an opportunity to make an application in the light of the decision of the European Court in Coleman which issued after the end of the hearing but before the lodgement of final written arguments. Neither party wished to do so.
The tribunal concludes that the claimant resigned and therefore chose to forego her redundancy entitlement in response to the two matters to which she referred in her resignation e-mail and in response only to what she perceived as pressures in the last two weeks of her employment. These matters were not, in the opinion of the tribunal sufficient to amount to a repudiation by the employer of the contract of employment. While the tribunal has found that the respondent acted unlawfully in relation to Section 4A and therefore Section 3A(2) (see below), that unlawful behaviour was not, in the opinion of the tribunal, the reason for the claimant's resignation. The claim of constructive unfair dismissal and breach of contract therefore fails.
45. DIRECT DISABILITY DISCRIMINATION/VICTIMISATION
There were a number of disputes between the claimant and the respondent, some of which are summarised above. The final written submission lodged on behalf of the claimant quite properly sought to narrow the issues. That submission detailed a claim of harassment and direct discrimination arising out of the meetings between the claimant and Mr Houston and Ms Gordon.
The tribunal does not accept, for the reasons set out above in paragraph 10, that the conduct of Ms Gordon or Mr Houston in the course of those meetings amounted to harassment within the meaning of Section 3B (2) or direct discrimination.
46. DISABILITY RELATED DISCRIMINATION
The other matter raised in the submission, apart from constructive unfair dismissal and failure to make reasonable adjustments, was a claim of both direct and disability-related discrimination in connection with the claimant's application for a place on the stability ball instructor's course.
Both claims are out of time. The incident giving rise to the claims took place some six months before the date on which the claim was lodged in the tribunal office and in the opinion of the tribunal was not part of a pattern of continuous discrimination. The claimant would have known that Kenny Stewart had been given a place on the course, and would have been aware that he was not disabled. She also would have known that the decision was made by Mr Houston. The claimant has not been able to advance a satisfactory reason for her failure to pursue this matter promptly, even by way of an internal complaint, as she had done in relation to her dispute with Ms Gordon. Given the absence of any explanation for the delay, and given the length of the delay, the tribunal concludes that it would not be appropriate to extend the time limit for lodging a claim in relation to the refusal to give the claimant a place on the stability ball instructors training course
47. FAILURE TO MAKE REASONABLE ADJUSTMENTS
The tribunal concludes that the medical reports obtained by the respondent and considered above in Paragraph 6 made it plain that the claimant was both disabled and unlikely for the foreseeable future ever to be able to return to her contracted employment as a Lifeguard. That information was available to the respondent from the start of 2005 when the claimant had first been diagnosed with this condition and it is not clear why the respondent chose to wait for a further nine months before seeking an occupational health report in this case.
The decision of the House of Lords in Archibald v Fife Council [2004] IRLR 651, (see Paragraph 32 above) makes it clear that the Section 4A duty is triggered when an employee becomes so disabled that she could no longer meet the requirements of her job description. That was the position in the present case from January 2005, and to the extent that it needed to be confirmed by the specialist medical opinion obtained by the respondent, it was confirmed at the start of September 2005. The relevant provision, criterion or practice was the requirement for heavy lifting in the claimant's contracted job as a Lifeguard. Her continued employment as a Lifeguard albeit with temporary variations over a prolonged period of time caused her a substantial disadvantage, ie her inability to fulfil the requirements of that post with consequent job insecurity.
Having considered the provisions of the Code, the Act and the Archibald decision, the tribunal concludes that a reasonable employer, in the circumstances pertaining in this case from January 2005, when the claimant was first diagnosed with Fibromyalgia rendering her unfit for continued employment as a Lifeguard, and certainly no later than 1 September 2005, when the occupational health report was obtained, should have considered a substantive move to a different post involving lighter work or administrative work. This was not done. Instead the respondent slotted the claimant in as required to fill posts that were temporarily vacant. No thought appears to have been given to any strategy to retain the claimant in employment into the medium or long term. The complete absence of any proper consideration, on the part of anyone in the respondent's management structure, of how the claimant's continued employment could be secured by a reasonable adjustment is illustrated by the inability of the respondent's witnesses to confirm which, if any, vacancies had arisen within the respondent's workforce during the relevant two and one half years.
The claimant was clearly incapable, by reason of her disability, of performing the duties of a Lifeguard. It was equally clear that it was unlikely that she would be capable of performing those duties for the foreseeable future. The optimism about the claimant's prognosis, which the respondent's witnesses doggedly sought to maintain in evidence, is unsupported by the medical evidence and is frankly inexplicable. The appropriate reasonable adjustment, a move to an administrative post or a post with lighter duties, was clearly identified in the medical reports compiled by Blackwell Associates. The tipping point at which the burden of proof shifts has been established (Tarbuck) and the respondent has failed to discharge the burden that now falls to it. It has failed to show that no such reasonable adjustment was possible.
The tribunal therefore concludes that the respondent has failed to fulfil it Section 4A duty and that this failure was unlawful discrimination for the purposes of Section 3A(2).
48. REMEDY
The tribunal has heard no evidence on which it could conclude that the claimant suffered any financial loss as a result of the unlawful discrimination identified above. There is no evidence that her earnings were lower than they would have been if the unlawful discrimination had not occurred and there is no evidence that would support a finding that the claimant would, had she been treated differently, not have been selected for redundancy in 2007. Only a small number of employees were afforded the benefit of participation in ring-fenced competitions for certain posts. There was no evidence upon which the tribunal could conclude that the claimant, if she had been treated differently, would have been in a position to participate in one of these competitions or that she would have been successful. The tribunal notes in particular the claimant's failure to attend for interview for an administrative post as part of the redundancy selection exercise.
The tribunal regards the failures of the respondent as serious and takes into account the lengthy period of time during which the claimant was left in an uncertain position, when a reasonable employer would have moved to make a reasonable adjustment at an early stage. The tribunal carefully observed the claimant giving evidence, and while in certain significant respects the tribunal had concerns about the credibility of the claimant, the tribunal concludes that she was being entirely truthful when she stated that her continuing insecurity in relation to employment caused her distress over a prolonged period.
The tribunal considers that the injury to feelings caused to the claimant by the sustained failure on the part of the respondent to properly address the statutory duty under Section 4A was substantial and that it fell towards the upper end of the middle band in the guidance set out in Chief Constable of West Yorkshire Police v Vento [2003] 102. The EAT held in the case of Miles v Gilbank (Transcript 14/9/05) that the effects of inflation should be taken into account:-
"We make the point, if we may, that actually Vento is now three years old and that is a point which is of relevance because, whilst we do not have the raging inflation which has been known in various stages of this country's history, we nevertheless do have quiet inflation which devalues monetary values."
During the five years since the determination of Vento, the retail price index has increased by approximately 9%. On that basis, the middle band should now be from £5,500 to £16,000 approximately.
The tribunal is conscious that an injury to feelings award is not punitive in nature; it is meant to be compensatory and therefore, when considering the award in this case, the tribunal has considered only the injury to feelings suffered by the claimant and has excluded from consideration the concerns that it has about the way in which the respondent failed to fulfil it's responsibilities under the Act.
The tribunal awards £15,000 for injury to feelings.
"The employment tribunal did not err in awarding interest on its award of £5,000 compensation for injury to feelings so as to cover the whole of the period during which injury to feelings had taken place, in accordance with (equivalent GB legislation). The tribunal did not arrive at a perverse conclusion in deciding not to exercise its powers under Regulation 6(3) to award interest from the midpoint of the date the discrimination began and the date of the award on the grounds that "serious injustice" would be caused if interest was to be awarded from the date of the act of discrimination.
The mere fact that an award for injury to feelings reflects injury occurring over a period of time cannot of itself justify a departure from the normal rule in Regulation 6(1) (a). It is clear that Parliament intended that, unlike interest on other awards where the midpoint was to be taken, interest on an award for injury to feelings should normally be from the date of the discriminatory act. That must be taken to allow for the fact that injury to feelings is not a one-off event but something that will often persist over a period of time."
In the present case, once the burden of proof had shifted, it was the respondent's task to prove that no reasonable adjustment could have been made throughout all or part of the relevant period. This could have been achieved by proving that no suitable vacancies had arisen during that period. No such proof was provided. The tribunal concludes that no serious injustice would be caused to the respondent if interest were calculated over the entire period commencing 1 September 2005.
The tribunal also considered whether, having adjusted the Vento figures to allow for inflation, an award of interest on top of that adjusted award would involve an element of double counting. The tribunal is satisfied that this is not the case. The EAT in Ministry of Defence v Cannock [1994] IRLR 509, stated that:-
"The Industrial Tribunals had not erred in awarding interest on awards for injury to feelings. The MoD's argument that interest on awards for injury to feelings was inappropriate because at the date of the unlawful act, the award for injury to feelings was very much lower than it is today, was misconceived in that it confused inflation and interest rates.
Delay between the date of the wrong and the date of the award of compensation may prejudice the injured party in two distinct ways. Because of the time-lag the injured party has lost the use of the money she would have received immediately after the wrong was done to her. Interest is awarded to compensate for that loss. In addition, since the courts award compensation in the currency of the day, the value of the pound may be less than it was when the injury occurred.
Although awards for injury to feelings have increased both due to inflation and due to greater appreciation of the distress and hurt which discrimination may cause, an industrial tribunal should always award at the going rate for compensation, even if it is more in real terms than it would have been at the date of the injury complained of."
Taking the relevant period as 1 September 2005 to 14 August 2008, the interest payable is £3,550.
Chairman:
Date and place of hearing: 16 June 2008, Belfast
Date decision recorded in register and issued to parties: