CASE REFS: 00073/08
00077/08
CLAIMANTS: Jacek Bialczyk
Joanna Gwiazda
RESPONDENTS: Imelda McGrady and Monica Byrne T/A Provincial Care Service Agency
Summary of Compensation
Economic Loss First Claimant
Loss of earnings from 4 February 2005 – 25 May 2007
7106.88 hours x 75p = £5,330.16
Loss of earnings from 28 May 2007 – 27 July 2007
537.25 hours x 50p = £268.63
Interest on Loss of Earnings
5498.79 x 8% x 691 days = £832.80
Injury to Feelings – First Claimant = £5,800.00
Interest on Injury to Feelings
£5,800 x 8% x 1447 = £1,839.47
365
(28 February 2005 – 14 January 2009 – the month in which the differential first appeared for the First Claimant).
Sub-total = £14,071.06
Article 17 uplift of 10% = £1,407.10
Total Compensation = £15,478.16
Economic Loss – Second Claimant
Loss of earnings from 15 December 2005 to 31 March 2007
1,906.50 hours x 50p = £953.25
337.25 hours x 50p = £168.63
Loss of earnings from 1 April 2007 to 25 May 2007
108.25 hours x 70p = £75.78
Loss of earnings from 26 May 2007 to 4 January 2008
647.75 x 20p = £129.55
Interest on Loss of Earnings
1327.21 x 8% x 534 days = £155.33
Injury to Feelings – Second Claimant = £5,800.00
Interest on Injury to Feelings – Second Claimant
Interest on Injury to Feelings
£5,800 x 8% x 1184 days = £1,505.14
365
Sub-total = £8,787.68
Article 17 uplift of 10% = £878.77
Total Compensation = £9,666.45
Chairman:
Date:
CASE REFS: 73/08; 77/08
CLAIMANTS: Jacek Bialczyk
Joanna Gwiazda
RESPONDENTS: Imelda McGrady and Monica Byrne
t/a Provincial Care Service Agency
It is the unanimous decision of the tribunal that the claimants were discriminated against on the grounds of their race and/or on the grounds of their national origin and the respondents are ordered to pay the first claimant the sum of £14,086.26 and to the second claimant the sum of £8787.68 as compensation.
Constitution of Tribunal:
Chairman: Ms W A Crooke
Members: Mr D Hampton
Mr M Grant
Appearances:
Mrs Caroline Maguire of the Law Centre (NI) appeared on behalf of both claimants.
Ian Randall of Peninsula Business Services Ltd represented the respondents.
Sources of evidence
The claimants gave evidence on their own behalf. Julie-Ann Donaghy also gave evidence for them. The tribunal read the witness statement of Jerzy Gwiazda, who was not able to proceed with his own case at this time.
His absence was due to health reasons and the Tribunal has admitted his statement on that basis, but in reaching its decision has regarded witness statement as being of less value in weighing the evidence than the evidence of the other claimants who came to the Tribunal and submitted themselves to cross examination.
The Tribunal heard evidence from Miss Aisling Byrne, Mrs Monica Byrne, Mrs Gillian Fitzpatrick, Ms Marian Orr and Mr Michael Shiels on behalf of the respondents.
The Tribunal also had an agreed bundle before it.
Correction to the Title of the Respondent
With the reading of Mrs Monica Byrne's witness statement it became apparent that the respondent was incorrectly described as it was in fact a partnership between Mrs Imelda McGrady and Mrs Monica Byrne. Accordingly with the agreement of the parties the Tribunal altered the title of the respondent to read as is set out at the head of this decision.
The Claim and the Defence
The claimants claim that they have been less favourably treated on the grounds of their race in that they were paid a lower hourly rate than some colleagues of Northern Irish origin.
The respondents denied that the claimants were less favourably treated than the respondents' Northern Ireland employees would have been treated in similar circumstances and also denied the allegation that this alleged less favourable treatment was on the grounds of the claimants' race, ethnic or national origin.
The Legal and Factual Issues Before the Tribunal
At a Case Management Discussion on 25 June 2008, the legal and factual issues to be dealt with by the Tribunal were identified and set out in the notes of the discussion dated 3 July 2008.
However, at the outset of the hearing, Mr Randal on behalf of the respondents conceded that there was a difference in the rates of pay between those received by the claimants and those received by employees of Northern Irish or British origin. This being the case, and because of Mr Gwiazda not being able to proceed with his case at this time due to health reasons, the parties by agreement amended the legal and factual issues to be placed before the Tribunal and these were considered as follows:-
Legal Issues
(1) Has the respondent breached Article 6(2)(a) and (c) of the Race Relations (Northern Ireland) Order ("The 1997 Order") in relation to the rates of pay afforded to the first and second claimants.
(2) Was any such direct discrimination contrary to Article 3(1)(a) of the 1997 Order specifically:
(a) During the course of their employment were the claimants treated less favourably in relation to their rates of pay and/or in comparison as to how (i) other care assistants/health workers employed by the respondents at that time in the Ulster Community Trust Area (UCTA workers") were treated.
(b) Was such less favourable treatment of the first and second claimants on grounds that they were not of British nationality and/or of Northern Irish national origin?
(3) In the alternative, was any such discrimination, indirect discrimination, contrary to Article 3(1A) of the 1997 Order?
(4) Specifically:
(a) Did the respondent apply to the first and second claimants certain provisions, criteria or practices which it applied to all UCTA workers or would have applied to a hypothetical comparator in relation to (i) Rates of Pay;
(b) Did and/or do such provisions, criteria or practices put UCTA workers of non-British nationality and/or non-Northern Irish national origin at a particular disadvantage when compared to British and/or Northern Irish UCTA workers or to a hypothetical comparator?
(c) Did and/or do such provisions, criteria of practices put the claimants at a disadvantage compared to British and/or Northern Ireland UCTA workers?
(d) Were and/or such provisions, criteria or practices a proportionate means of achieving a legitimate aim?
(e) Has the claimant suffered detriment under Article 6(2) (c) of the 1997 Order in relation to the manner in which the respondent dealt with their grievances about alleged discriminatory treatment?
Factual Issues
(1) During their employment, were the claimants paid a lower hourly rate than (i) other UCTA workers of British nationality and/or Northern Irish national origin; or
(ii) a comparable care assistant would have been paid?
(2) What was/is the disparity in pay between the first and second claimants' rates of pay and that of other UCTA workers of British nationality and/or Northern Irish national origin?
(3) How long did/has any such disparity of pay rates last/lasted?
(4) What was/is the reason for any disparity in pay between the first and second claimants and other UCTA workers of British nationality and/or Northern Irish origin?
(5) Did the respondents investigate and address the claimants' complaint about pay in the same manner in which it investigated and addressed a similar complaint from a British or Northern Irish UCTA worker or would have investigated and addressed a complaint from a hypothetical comparator? If not, was any difference in treatment due to the nationality and/or national origin of the claimants?
(6) What impact (including financial loss and injury to feeling) has any discriminatory treatment by the respondents had on the claimants?
Matters Agreed
Within the agreed bundle the parties had specifically agreed the economic element on the schedule of loss prepared for each claimant.
The Relevant Law
In reaching its decision the Tribunal considered the following article of the 1997 Order:-
Article 3(1) and this states as follows:
"A person discriminates against another in any circumstances relevant for the purposes of any provision of this Order if:-
(a) On racial grounds he treats that other less favourably than he treats or would treat other persons; …"
Article 6(2)(a) of the 1997 Order which states as follows:-
"It is unlawful for a person, in the case of a person employed by him at an establishment in Northern Ireland, to discriminate against that employee –
(a) In the terms of employment which he affords him;"
Article 52(A) of the 1997 Order which states as follows;
(1) This article applies where a complaint is presented under Article 52 and the complaint is that the respondent –
(2)(a) has committed an act of discrimination, on grounds of race or ethnic or national origins, which is unlawful by virtue of any provision referred to in Article 3 (1B)(a),(e), or (f)"
Article 52A (2) provides:-
"Where, on the hearing of the complaint, the complainant proves facts from which the Tribunal could apart from this Article, conclude in the absence of an adequate explanation that the respondent –
(a) has committed such an act of discrimination or harassment against the claimant, (b) …
the Tribunal shall uphold the complaint unless the respondent proves that he did not commit or, as the case may be, is not to be treated as having committed the Act."
Article 3(3) states as follows:-
"A comparison of the case of a person of a particular racial group with that of a person not of that group under paragraph (1) or (1)A such that the relevant circumstances in the one case are the same, or not materially different in the other."
In reaching the decision the Tribunal also had regard to the following case law-
Findings of Fact
REF. | EMPLOYEE NAME (BRITISH NATIONALS) |
PAY AT JANUARY 2007 |
997 |
ALLEN-TYRIE, CARRIE |
£6.00/h |
1117 | BOYLE, DARREN T | £6.00/h |
933 | BOYD, WILLIAM | £6.50/h |
1050 | BROWN, LESLEY ANN | £6.00/h |
1136 | BROWN, LYNDSEY | £6.00/h |
738 | BROWN, PAULINE | £6.00/h |
891 | CAMPBELL, ANNE | £6.00/h |
975 | CARLISLE, ESTHER | £6.00/h |
1030 | CLIFFTION, ELAINE | £6.00/h |
1079 | CONN, JANE | £6.00/h |
837 | CROMIE, CLARE | £6.00/h |
1102 | CROTHERS, ANNA | £6.00/h |
1157 | DONAGHY, JULIE, ANNE | £5.50/h |
1154 | FISHER, AUDREY | £6.00/h |
914 | FISHER, BRENDA | £6.00/h |
1172 | FRASER, SARAH | £6.00/h |
1171 | GIBSON, ALICE | £6.00/h |
1133 | GILLESPIE, DERMOT | £6.00/h |
772 | GRAY, TANYA | £6.00/h |
1113 | GREEN, TRACEY | Sick Pay |
1097 | HAMMOND MORROW, DEIRDRE L | £6.00/h |
674 | HARVEY, VALERIE | £6.00/h |
1062 | HAYWARD, TINA | £6.00/h |
1103 | HERRON, DOREEN | £6.00/h |
1036 | JOHNSTON, ROSEMARY | £6.00/h |
976 | KLEIN, KATHLEEN | £6.00/h |
1100 | LEWIS, MANDY | £6.00/h |
244 | MCCULLOUGH, SANDRA | £6.00/h |
625 | MCVEIGH, CATHERINE (DIRICAN) | £6.00/h |
60 | MCVEIGH, JACQUELINE | £6.00/h |
739 | MCVEIGH, MAGDALENE | £6.00/h |
826 | MILLAR, KATHY | £6.00/h |
1023 | MILLAR, VICTORIA | £6.00/h |
700 | ORR, MARian | £1416.00 |
1143 | ROBINSON, CATHY | £6.00/h |
985 | ROBINSON, LAURA | £6.00/h |
996 | ROBINSON, MOIRA | £6.00/h |
1159 | SAUNDERS, LINDA | £6.00/h 5.50 |
755 | SHEALS, M | £6.00/h 6.50 |
234 | SHIELDS, MICHAEL | £6.00/h £1416.00 |
1144 | SHIELDS, NEAL PETER | £6.00/h |
1175 | SHIELDS, NEAL PETER | £6.50/h |
1132 | SLOAN, AMANDA | £6.00/h |
1115 | TOWNLEY, SARAH ANN | £6.00/h |
1046 | WILSON, FIONA SUZANNE | £6.00/h |
REF. | EMPLOYEE NAME (BRITISH/NI NATIONALS) |
PAY AT APRIL 2007 | PAY AT SEPTEMBER 2007 |
997 | ALLEN-TYRIE, CARRIE | £6.00/h | |
1213 | BARRIE, DONNA | £6.00/h | |
1117 | BOYLE, DARREN T | £6.00/h | |
933 | BOYD, WILLIAM | £6.50/h | |
1050 | BROWN, LESLEY ANN | £6.00/h | |
1136 | BROWN, LYNDSEY | £6.00/h | |
738 | BROWN , PAULINE | £6.00/h | |
891 | CAMPBELL, ANNE | £6.00/h | |
1191 | CAMPBELL, ALEXANDRIA | £5.50/h | £6.00/h |
975 | CARLISLE, ESTER | £6.00/h | |
1030 | CLIFTON, ELAINE | £6.00/h | |
1079 | CONN, JANE | £6.00/h | |
1186 | CRANSTONE, EMMA | £5.50/h | Left May '07 |
1203 | CROCKET, CHERIE | £6.00/h | |
837 | CROMIE, CLARE | £6.00/h | |
1098 | DJALILI, SIMIN | £6.00/h | |
1185 | DONNELLY, DANIELLE | £5.50/h | Left June '07 |
1157 | DONAGHY, JULIE-ANNE | £6.00/h | |
1154 | FISHER, AUDREY | £6.00/h | |
914 | FISHER, BRENDA | £6.00/h | |
1081 | FRASER, SARAH | £6.00/h | |
718 | GIBSON, ANGELA | £6.00/h | |
772 | TANYA, GRAY | £6.00/h | |
674 | HARVEY, VALERIE | £6.00/h | |
1062 | HAYWARD, TINA | £6.00/h | |
1103 | HERRON, DOREEN | £6.00/h | |
1106 | HETHERINGTON, SUSANNA | £6.00/h | |
976 | KLEIN, KATHLEEN | £6.00/h | |
1100 | LEWIS, MANDY | £6.00/h | |
1198 | LOGAN, AMANDA | £6.20/h | |
1190 | MCVEIGH, ADELE | £6.00/h | |
60 | MCVEIGH, JACQUELINE | £6.00/h | |
739 | MCVEIGH, MADELENE | £6.00/h | |
1181 | MAYBERRY, LYNN | £6.00/h | |
826 | MILLAR, KATHY | £6.00/h | |
1023 | MILLAR, VICTORIA | £6.00/h | |
1211 | MONTGOMERY, MARK | £5.50/h | Left Sept '07 |
1143 | ROBINSON, CATHY | £6.00/h | |
1196 | ROBINSON, JULIE | £6.00/h | |
985 | ROBINSON, LAURA | £6.00/h | |
996 | ROBINSON, MOIRA | £6.00/h | |
1159 | SAUNDERS, LINDA | £6.00/h | £7.00/h |
755 | SHEALS, M | £6.50/h | |
1132 | SLOAN, AMANDA | £6.00/h | |
1197 | TAYLOR, EMMA | £5.50/h | Left June '07 |
1115 | TOWNLEY, SARAH ANN | £6.00/h | |
1033 | BIALCZYK, JACEK | £5.75 | £6.00/h |
1114 | DAMBRAUSKE, DANIELA | £5.50 | (no more payslips) |
1048 | GWIAZDA, JERZY | £5.50 | £6.00/h |
1108 | GWIAZDA, JOANNA | £5.50 | £6.00/h |
1134 | VAICIULIENE, NIJOLE | £5.50 | £6.00/h |
1174 | VAICIULIS, VLADAS | £5.35 | £6.00/h |
1161 | VAICIULYTE, AURELIA | £5.35 | £6.00/h |
1212 | VAICIULYTE, RUTA | £5.50 | (no more payslips) |
Analysis of Evidence
"The respondent accepts that the claimant used to perform the same work as the named comparators except that the claimant's lack of communication skills with the clients he was employed to cared for compelled the respondent to place the claimant as one of a team of two, rather than allowing him to work alone, as some of his comparators do."
However, yet at paragraph 57 of the witness statement of Miss Aisling Byrne she considered that:-
"Jacek did not exactly fit the criteria. His English was excellent and he has indicated that he was a paramedic".
Conclusions
(1) the provision of fully expensed cars;
(2) allegedly subsidised accommodation;
(3) in the first claimant's case the use of the internet and telephones;
(4) after the car was transferred to Mr Bialczyk a claim that he had the use of the business' fuel account;
(5) upon his repeated requests he was given a mileage allowance in lieu of the fuel account from in or around May 2006;
(6) when the car was transferred to the first claimant one year's insurance and road tax together with some other repairs;
(7) Visa and Home Office costs of bringing foreign workers to Northern Ireland;
(8) flights;
(9) cash advances;
(10) payment of utility bills;
(11) groceries;
(12) English courses.
(a) It was contended that the first claimant was affected by this package from the outset of his employment. If this was the case, why did the first claimant start on the same pay rate as the Northern Irish/British workers at the outset of his employment. It was only in February 2005 that the differential appeared.
(b) Although there was reference in the contracts of employment to the provision of reduced rent accommodation and company cars, it was not set out in the contract that this would or did affect the hourly rate of the claimants.
(c) If it was really the case that the provision of reduced rent accommodation affected the pay package of the claimants, why did they not receive an increase in their pay rate when they left the accommodation?
(d) There was another worker of Polish national origin but recruited in Northern Ireland who started at a lower rate than the Northern Irish workers, did not avail of the package and this person was paid at the same rate as the foreign workers and not as on the same rate as the Northern Irish/British workers to whom the respondents admitted she should be compared.
(1) There was a difference in racial or national origin;
(2) It was agreed that there was a difference in pay;
(3) There was no credible evidence produced to counter the claimants' evidence they worked a very large number of hours and occasionally were threatened into working to cover absences, and so we conclude the claimant were forced into working excessive hours, probably due to the proximity of their accommodation to the office of the respondent.
(4) The Tribunal has noted that at the very least there was an evasive or equivocal reply to the questionnaires served on behalf of the claimants in that the central question, open answers to which would have undoubtedly advanced the claimants' cases at an earlier stage, was simply avoided.
The tables of pay rates and pay differentials set out in this decision make it clear that the vast bulk of Northern Irish/British workers were paid more than the people who were not of Northern Irish/British origin. From all of the foregoing, the Tribunal considers that it could draw an inference that this treatment was on the grounds of race or national origin of the claimants.
At this point in our deliberations we have assumed that there is no adequate explanation for the facts. We consider in these circumstances that the burden of proof passes to the respondent to prove that the treatment of the claimants was in no sense whatsoever on the grounds of race. This requires us to assess not merely whether the respondent has proved an explanation from the facts from which such an inference can be drawn but further that it is adequate to discharge the burden of proof on the balance of probabilities. The explanation advanced on behalf of the respondents at hearing was that the claimants benefited from a package. We do not accept that this was a cogent explanation for the treatment, especially for the disparity in pay meted out to the claimants, for the all the reasons set out above in the section dealing with flaws in this argument.
Comparators
Evidence of Past Discriminatory Conduct
Indirect Discrimination
(1) Did the respondents investigate and address the claimants' complaint about pay in the same manner in which it investigated or addressed a similar complaint from a British or Northern Irish UCTA worker or would have investigated and addressed a complaint from a hypothetical comparator? If not, was there any difference in treatment due to the nationality and or national origin of the claimants.
The Tribunal is not able to make any findings upon this factual issue. Whilst it was provided with evidence of the manner in which the respondents investigated and addressed the claimants' complaints or rather, to be more correct, failed to address the claimants' complaints there was no information provided to the Tribunal concerning how complaints from Northern Irish/British workers had been or would have been dealt with.
(2) What impact including financial loss and injury to feeling has any discriminatory treatment by the respondent had on the claimants?
(a) First claimant Jacek Bialczyk
Economic Loss for Jacek Bialczyk
Number | Item | Calculation | Total | Comment |
1 |
Loss of earnings from 4 Feb 2005 to 25 May 2007. Loss of earnings from 28 May 2007 to 27 July 2007 |
7106.88 hours x £0.75 = £5,330.16 537.25 x 50p = £268.63 |
£5,598.79 |
|
2 |
Interest on Loss of earnings. | 5598.79 x 8% per annum over 691 days = £848 | £848 |
Calculated from the mid point between 4 July 2005 and the date of hearing. |
(b) Second claimant Joanna Gwiazda
Economic Loss for Joanna Gwiazda
Number | Item | Calculation | Total | Comment |
1 |
Loss of earnings from 15 December 2005 to 31 March 2007. Loss of earnings from 1 April 2007 to 25 May 2007. Loss of earnings from 26 May 2007 to 4 January 2008 |
1906.50 hours x 50p = £953.25 337.25 x 50p = £168.63p 108.25 x 70p = £75.78 647.75 x 20p = £129.55 |
£1327.21 |
|
2 |
Interest on Loss of earnings. | 1327.21 x 8% over 534 days | £155.33 |
Calculated from the mid point between 5 Dec 2005 to the date of hearing. |
Injury to feelings
Top band of between | £16,610 to £27,690 |
Middle band of between | £5540 - £16610 |
Lower Band of between | £5500 - £5540 |
We award the sum of £5,800 to each claimant.
We confirm that in reaching this award we have considered only the injury to feelings suffered by the claimants and have excluded from consideration the arguments made on behalf of the claimants concerning the way in which the respondents failed to carry out their responsibilities under the 1997 Order.
We also award interest on the injury to feelings calculated as follows:
In the case of the first claimant from 28 February 2005 being the end of the month in which the pay differential first affected the first claimant
28 February 2005 – 14 March 2009 = 1447 days
5800 x 8% x 1447 = 1839.47
In the case of the second claimant from 15 December 2005 – 14 March 2009, 15 December 2005 – 14 March 2009 = 1184 days
5800 x 8% x 1184 days = £1505.14.
Aggravated Damages
The Employment (Northern Ireland) Order 2003
Summary of Compensation
Economic Loss First Claimant.
Loss of earnings from 4 February 2005 -
25 May 2007 – 7106.88 hours x 75p = £5330.16
Loss of earning from 28 May 2007-
27 July 2007 – 537.25 hours x 50p = £268.63
Interest on Loss of Earnings
5498.79 x 8% x 691 days = £848.00
Injury to feelings – First Claimant = £5800.00
Interest on Injury to Feelings – £5800 x 8% x 1447 = £1839.47
________________
Total 365 £14086.26
28 February 2005 – 14 January 2009 (the month in which the differential first appeared for the first claimant).
Economic Loss Second Claimant.
Loss of earnings from 15 December 2005 to
31 March 2007 – 1906.50 hours x 50p = £953.25
_ 337.25 hours x 50p = £168.63
Loss of earning from 1 April 2007 to
25 May 2007 _ 108.25 hours X 70p = £75.78
-
Loss of earnings from 26 May 2007 to
4 January 2008 – 647.75 x 20p = £129.55
Interest on Loss of Earnings £155.33
1327.21 x 8% x 534 days = £155.33
Injury to feelings – Second Claimant = £5800.00
Interest on Injury to Feelings – £5800 x 8% x 1184 days = £1505.14
________________
365 = £8787.68
Total Compensation = £8787.68
Chairman:
Date and place of hearing: 24-26 November 2008, 28 November 2008
and 1-3 December 2008, Belfast
Date decision recorded in register and issued to parties: