Judgments

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A-821-91
The Attorney General of Canada (Applicant) v.
Clarence Levac and Canadian Human Rights Commission (Respondents)
INDEXED AS? CANADA (ATTORNEY GENERAL) V. LEVAC (C.A.)
Court of Appeal, Marceau, Desjardins and Décary JJ.A.—Montréal, April 29 and 30; Ottawa, July 8, 1992.
Human rights — S. 28 application to set aside decision of Canadian Human Rights Tribunal under Canadian Human Rights Act — Respondent released from employment for medi cal reasons — Tribunal declaring Armed Forces engaged in prohibited discriminatory practice in refusing to continue to employ respondent — Prima facie case of discrimination — Applicant's main allegation based on denial of right to fair hearing rejected — No strict duty on Court to entertain new submissions if decision released by higher Court which may have altered law — Reopening of hearing discretionary matter — S.C.C. judgment in Central Alberta Dairy Pool v. Alberta (Human Rights Commission) not creating fundamental change in law — Applicant estopped by own conduct from alleging violation of rules of natural justice — Respondents' medical evidence more convincing — Tribunal correctly finding medi cal BFOR not justified.
Judges and courts — S.C.C. releasing judgment said to fun damentally change law prior to Human Rights Tribunal decid ing employment discrimination case — Whether natural justice breached as Tribunal not granting parties opportunity to pre sent new arguments, evidence — Courts, tribunals never under strict duty to entertain further submissions where higher court decision, rendered after hearing, could influence deliberations — Matter of discretion in absence of request by parties.
This was a section 28 application to set aside a decision ren dered by a Canadian Human Rights Tribunal under the Cana- dian Human Rights Act, declaring that the Canadian Armed Forces engaged in a prohibited discriminatory practice in refusing to continue to employ the respondent, Clarence Levac. After nearly 30 years of service with the Forces, the latter was forcibly released from his employment for medical
reasons based on a heart deficiency detected during a routine medical examination. He alleged before the Canadian Human Rights Commission that his release had been imposed on the basis of a prohibited ground of discrimination under the Act, namely physical disability, while the Forces' position was that Levac had been released by virtue of a bona fide occupational requirement (BFOR) within the meaning of paragraph 15(a) of the Act. The Tribunal did not accept the Forces' response to the complaint, holding that there had been discrimination under the Act. Applicant's main ground of appeal against the Tribunal's decision was that the Forces had been denied the right to a fair hearing. More specifically, it was argued that the Tribunal could not render a decision based, in part, on the judgment of the Supreme Court of Canada in Central Alberta Dairy Pool v. Alberta (Human Rights Commission), rendered after the hearing had been closed, without reopening the hear ing. The issue before this Court was whether the Tribunal was correct in not reopening the hearing after the release of the judgment of the Supreme Court and in rejecting the Forces' defence based on a bona fuie occupational requirement.
Held (Desjardins J.A. dissenting), the application should be dismissed.
Per Marceau J.A.: Applicant's main submission based on natural justice must be rejected. A tribunal or a court can never be under a strict duty to entertain new submissions from parties to litigation because a decision of a higher court handed down after the hearing could influence its deliberation. It is a purely discretionary matter. Moreover, applicant's view that the Alberta Dairy Pool decision signifies a fundamental change in the law was untenable. If there is something new in that judg ment, it is in the clarification it gives to the meaning and scope of some of the notions around which human rights legislation and case law have evolved. Wilson J. pointed out that the bona fuie occupational requirement contemplated by the federal and all provincial statutes as a defence against a complaint of dis crimination in employment was not meant to refer to any work rule, but only to a rule requiring of employees special personal characteristics related to one of the prohibited grounds of dis crimination. There was another way in which the Alberta Dairy Pool judgment might be considered somewhat innova tive. Until now, to be justified, a bona fide occupational requirement had to be, as expressed in another Supreme Court case, Ontario Human Rights Commission et al. v. Borough of Etobicoke, "reasonably necessary to assure the efficient and economical performance of the job without endangering the employee, his fellow employees and the general public". From now on it must be, not only "reasonably", but absolutely neces sary, that is, it must be without any other workable, less strin gent, alternative. Members of the Tribunal found that the Forces could not excuse their discriminatory act by placing it under an alleged medical bona fide occupational requirement because that requirement, in its inflexibility and generality, was not justified. Their approach in dealing with the case and the principles they followed in reaching their main conclusion
were correct and there was no reason for the Tribunal to reopen the hearing.
Per Décary J.A.: With respect to the main argument raised by the applicant, namely denial of a fair hearing, the Attorney General did not, at any time during the relatively long period between the date that the Supreme Court delivered its judg ment in Alberta Dairy Pool and the time when the Tribunal rendered its decision, seek to reopen the hearing. This was not a case of a party being denied an opportunity to debate a fun damental change in the law, but rather one of a party being so unconvinced that there had been a fundamental change as a result of a recent decision, that it did not bother to seek leave to reopen the hearing. The conduct of the applicant estopped her from alleging violation of the rules of natural justice.
With respect to the secondary argument raised by the appli cant, whether the Tribunal was correct in rejecting the Forces' defence, it cannot be said that the Tribunal erred in a review- able way in its assessment of the evidence or reached a conclu sion that it could not reasonably reach. The medical evidence adduced by the applicant as to Levac's heart condition was meager. Her principal medical expert did not at any time examine Levac personally, but the respondents' medical expert did. There being no evidence of a "sufficient risk", the Tribu nal was entitled to uphold the complaint.
Per Desjardins J.A. (dissenting): The only question before the Court was whether the Tribunal was correct in rejecting the Forces' defence. Since the parties have recognized that the case at bar is one of direct, as opposed to indirect, discrimina tion, no duty to accommodate arises in cases where a BFOR is claimed since by definition an occupational requirement is job related, not employee related. As to the objective component of a BFOR, the real question was whether the requirement of a clean bill of health free from a "heart condition" is "reasonably necessary to assure the efficient and economical performance of the job without endangering the employee, his fellow employees and the general public".
The respondent enjoyed sea duties so that the risk taking was his. However, in doing so, he would also put at risk the lives of others, since none of the rescue operations described by the Forces' witness could be done without endangering the lives of his fellow companions. Moreover, these operations could only be carried out at considerable public expense. The difficulty of this case is to appreciate what the Tribunal pre cisely did when it assessed the evidence with regard to the
individual concerned. Once it accepted that there was "an ele ment of risk" in sending the respondent to a sea posting, "as compared to a person in excellent health", it erred in law in assessing the degree of the risk so as to justify the application of the discriminatory rule. The only conclusion available to it was that the Forces were entitled to impose an arbitrary demar cation line. As long as there was an element of risk, the Forces' requirement of good health constituted a BFOR.
STATUTES AND REGULATIONS JUDICIALLY CONSIDERED
Canadian Human Rights Act, R.S.C., 1985, c. H-6, ss.
3(1), 7(a), 15(a).
Federal Court Act, R.S.C., 1985, c. F-7, s. 28.
CASES JUDICIALLY CONSIDERED
FOLLOWED:
Central Alberta Dairy Pool v. Alberta (Human Rights Commission), [1990] 2 S.C.R. 489; (1990), 33 C.C.E.L. I; Ontario Human Rights Commission et al. v. Borough of Etobicoke, [1982] 1 S.C.R. 202; (1982), 132 D.L.R. (3d) 14; 82 CLLC 17,005; 40 N.R. 159.
CONSIDERED:
Ontario Human Rights Commission and O'Malley v. Simpsons-Sears Ltd. et al., [1985] 2 S.C.R. 536; (1985), 52 O.R. (2d) 799; 23 D.L.R. (4th) 321; 17 Admin. L.R. 89; 9 C.C.E.L. 185; 86 CLLC 17,002; 64 N.R. 161; 12 O.A.C. 241; Bhinder et al. v. Canadian National Railway Co. et al., [1985] 2 S.C.R. 561; (1985), 23 D.L.R. (4th) 481; 17 Admin. L.R. 111; 9 C.C.E.L. 135; 86 CLLC 17,003; 63 N.R. 185; Brossard (Town) v. Quebec (Com- mission des droits de la personne), [1988] 2 S.C.R. 279; (1988), 53 D.L.R. (4th) 609; 88 N.R. 321; Saskatchewan (Human Rights Commission) v. Saskatoon (City), [1989] 2 S.C.R. 1297; (1989), 90 CLLC 17,001.
APPLICATION under section 28 of the Federal Court Act to set aside a decision of a Canadian Human Rights Tribunal declaring that the Canadian Armed Forces engaged in a prohibited discriminatory practice in refusing to continue to employ the respon dent. Application dismissed.
COUNSEL:
Alain Préfontaine and K Watkin for applicant.
René Duval for respondents.
SOLICITORS:
Deputy Attorney General of Canada for appli cant.
Canadian Human Rights Commission, Legal Services, Ottawa, for respondents.
The following are the reasons for judgment ren dered in English by
MARCEAU J.A.: The decision under attack here was rendered by a Canadian Human Rights Tribunal act ing under the Canadian Human Rights Act, R.S.C., 1985, c. H-6. It consists of a declaration that the Canadian Armed Forces engaged in a prohibited dis criminatory practice in refusing to continue to employ the respondent, Clarence Levac.
The Facts
The basic facts that led to the decision are simple. Mr. Levac, who had been employed by the Forces since he joined the Royal Canadian Navy in 1955 at the age of 17, was forcibly released from his employ ment on February 26, 1984, for medical reasons. At the time, Levac had attained the rank of Chief Petty Officer First Class, the highest rank available to him as a non-commissioned officer, and he was a C-1/ER4 Chief Marine Engineer Artificer, his normal responsibility as such being to manage the operation and maintenance of the various power systems and equipment aboard ships. The medical reasons invoked referred to a heart deficiency detected during a routine medical examination.
As Levac felt he was wrongly treated, he filed a complaint with the Canadian Human Rights Commis sion alleging that his release had been imposed on the basis of a prohibited ground of discrimination under the Act, namely, physical disability.
A three-member Tribunal held a hearing which lasted four days. Levac's case was simple. He him self testified that he had none of the symptoms asso ciated with a heart condition; he had never suffered from pain in the chest; he had never had any diffi-
cùlty in fulfilling his responsibilities; he felt perfectly fit for his duties. And he had with him a renowned cardiologist, Dr. Jean Gratton, who expressed the view, on the basis of his examination and expertise, that the narrowing of Levac's arteries diagnosed in 1979 was "minimal" and, in fact, corresponded to a condition present in the majority of males over 40.
The Forces' response was understandably more involved. Their position was that Levac had been released by virtue of a bona fide occupational requirement (a "BFOR") within the meaning of para graph 15(a) of the Act, thus no illegal discrimination had occurred. They pleaded, in effect, that: because of the narrowing of his coronary artery, Levac was 8 to 12 times more likely to have a heart attack in the next five years; Levac was due to go to sea during those years in accordance with the normal sea to shore roster applicable to those of his rank and duties, a roster that, mainly for reasons of morale, it was essential to leave intact; if Levac had a heart attack while at sea, he had 2 to 3 times the chance of dying than if he was in close proximity to a hospital, given the limited medical facilities available on board some ships, destroyers for example where Levac might serve; and a seaman's death on board a ship adversely affects his fellow crew psychologically, and may cause undesirable interruption of the naval operation then being conducted.
The Decision
The Tribunal did not accept the Forces' response to the complaint; its conclusion was that there had been discrimination under the Act. A detailed review of the lengthy reasons it submitted in support of its deci sion is not necessary; what must be carefully noted is the approach it adopted in its reasoning and the essential findings to which it came. Here is a quick summary of those reasons.
After a complete review of the testimonies, the members define the issues to be decided as follows (at page 20 of the decision):
1) Did the Respondent's decision to forcibly release the Complainant on medical grounds constitute a discriminatory practice on a prohibited ground of discrimination, namely, physical disability, in violation of section 7(1) [sic] of the Act?
2) If answered in the affirmative, did the Respondent never theless exculpate itself by successfully invoking the BFOR Defence available to it under section 15(a) of the Act?
3) Was there, in any event, a legal obligation upon the Respondent to reasonably accommodate the Complainant in the face of the alleged adverse discriminatory effects upon him as a result of Respondent's decision to terminate him, without or up to the point of undue hardship?
4) Did the Respondent discharge such obligation?
The first issue, of course, does not raise any diffi culty; no one could dispute that it was a prima facie case of discrimination. The second issue gives rise to a long discussion leading to the following central finding and conclusion (at pages 25 and 26):
The Tribunal finds that the Respondent has not established that Complainant cannot perform or be expected to perform the job of Chief Petty Officer First Class or Marine Engineer Artificer whether at sea or on shore or that being free from any degree of coronary artery disease and projection or prediction of a heart attack associated with this disease constitutes a bona fide occupational requirement.
The Tribunal therefore concludes that the Respondent has failed to discharge its burden of establishing a valid BFOR defense in that it has not satisfied the bona fide occupational requirement to the satisfaction of the Tribunal. We are not per suaded that Complainant could not serve at sea, if that were to occur, without danger or real risk to himself, his co-workers or his employer the Respondent and the general public which it represents. Nor, as we have already made clear, are we per suaded that Complainant could not perform his duties on Shore.
The third issue is introduced by the following com ments (at page 27):
Notwithstanding the foregoing, in light of the most recent Supreme Court Decision as it affects this case, Alberta Human Rights Commission vs Central Alberta Dairy Pool, (Supra) as yet unreported, there is, in any event, a legal obligation imposed upon Respondent to take appropriate reasonable steps
to accommodate the Complainant, who was adversely affected by Respondent's discriminatory practice, up to the point of undue hardship.
The Tribunal considers the Respondent to have failed to dis charge either of such legal obligations.
A quick statement settles the fourth issue (at page 28):
The Tribunal is convinced that the Respondent was in a position to accommodate the Complainant vis-à-vis the impact of the adverse discriminatory effects sustained by him in a number of ways without undue hardship but failed to do so.
The Ground of Appeal
This review of the facts and of the content of the decision is decidedly laconic, but I need not go any further to deal with the only legal ground of attack that I intend to address in these reasons. There were other grounds raised. Counsel for the Attorney Gen eral tried to question some of the findings of fact made by the Tribunal but it quickly became clear dur ing the hearing that this was to no avail, it being already obvious to the Bench that none of those find ings could be said to have been made in disregard of the evidence. Counsel did not pursue these other grounds except to give perspective to the sole ground not merely based on the conclusions of fact.
The issue left to be addressed concerns natural jus tice. The Attorney General claims that the Forces were denied the right to a fair hearing. She submits that the Tribunal could not render a decision based, at least in part, on the judgment of the Supreme Court in Central Alberta Dairy Pool v. Alberta (Human Rights Commission), [1990] 2 S.C.R. 489, a judg ment rendered after the hearing had been closed, without reopening the hearing. She puts her argument in this way in her factum:
63. When the law is changed as fundamentally as it was on September 13, 1990 by the release of the landmark decision of the Supreme Court of Canada in Alberta Human Rights Com mission v. Central Alberta Dairy Pool, an adjudicative body such as the Tribunal is under a duty imposed by natural justice to grant to the parties before it the opportunity to debate whether the landmark decision applies to their particular cir cumstances and, if they wish to do so, to lead new evidence to meet the new found requirements imposed upon them. Not to
do so constitutes a failure to afford a fair hearing which vitiates the entire proceedings and renders the decision invalid.
64. A fair hearing entails that the parties to it know in advance the issues they will have to address in argument and the evi dence that must be led to support these arguments.
65. If the law is changed fundamentally while the decision is under reserve, as is the case here, the only way by which the Tribunal can afford a fair hearing to the parties is by granting them the opportunity to present arguments and evidence.
66. It was specially important for the Tribunal to do so in this case because this fundamental change made to the law has important ramifications on the nature of the evidence needed to address it. What constitutes a reasonable alternative or what meets the Supreme Court's open-ended list of examples of undue hardship is a question of fact for the determination of the Tribunal which the parties must be given an opportunity to address.
The Rejection of the Ground of Appeal
There is a short answer to the applicant's submis sion. I do not think that a Tribunal or a Court can ever be under a strict duty to entertain new submis sions from the parties to a litigation because a deci sion of a higher Court handed down after the hearing could influence its deliberation. It may be useful and more prudent to do so but it is, I believe, particularly in the absence of any request by the parties, a purely discretionary matter.
There is also a more complete answer. I simply disagree with the applicant's view that the Alberta Dairy Pool decision signifies a fundamental change in the law. The basic idea in Madam Justice Wilson's majority judgment, as I read it, is clearly set out in the following passage of her reasons (at pages 514- 515):
Where a rule discriminates on its face on a prohibited ground of discrimination, it follows that it must rely for its jus tification on the validity of its application to all members of the group affected by it. There can be no duty to accommodate individual members of that group within the justificatory test because, as McIntyre J. pointed out, that would undermine the rationale of the defence. Either it is valid to make a rule that
generalizes- about members of a group or it is not. By their very nature rules that discriminate directly impose a burden on all persons who fall within them. If they can be justified at all, they must be justified in their general application. That is why the rule must be struck down if the employer fails to establish the BFOQ. This is distinguishable from a rule that is neutral on its face but has an adverse effect on certain members of the group to whom it applies. In such a case the group of people who are adversely affected by it is always smaller than the group to which the rule applies. On the facts of many cases the "group" adversely affected may comprise a minority of one, namely the complainant. In these situations the rule is upheld so that it will apply to everyone except persons on whom it has a discriminatory impact, provided the employer can accommo date them without undue hardship. In O'Malley McIntyre J. clarifies the basis for the different consequences that follow a finding of direct discrimination as opposed to a finding of adverse effect discrimination. He states at p. 555:
The duty in a case of adverse effect discrimination on the basis of religion or creed is to take reasonable steps to accommodate the complainant, short of undue hardship: in other words, to take such steps as may be reasonable to accommodate without undue interference in the operation of the employer's business and without undue expense to the employer. Cases such as this raise a very different issue from those which rest on direct discrimination. Where direct discrimination is shown the employer must justify the rule, if such a step is possible under the enactment in question, or it is struck down. Where there is adverse effect discrimina tion on account of creed the offending order or rule will not necessarily be struck down. It will survive in most cases because its discriminatory effect is limited to one person or to one group, and it is the effect upon them rather than upon the general work force which must be considered. In such case there is no question of justification raised because the rule, if rationally connected to the employment, needs no justification; what is required is some measure of accommo dation. The employer must take reasonable steps towards that end which may or may not result in full accommoda tion. Where such reasonable steps, however, do not fully reach the desired end, the complainant, in the absence of some accommodating steps on his own part such as an acceptance in this case of part-time work, must either sacri fice his religious principles or his employment. [Emphasis added by Wilson J.]
There was nothing new in taking as a premise that, under the Act, a qualifying rule for employment that openly distinguishes between individuals on a pro-
hibited ground of discrimination could not be treated in the same manner as a work rule which is neutral on its face but may become discriminatory when put in practice because of the personal characteristics of some individuals in the group to which it is meant to apply. Since the judgment in Ontario Human Rights Commission and O'Malley v. Simpsons-Sears Ltd. et al., [1985] 2 S.C.R. 536, where the Supreme Court determined that intention to discriminate on the part of the employer was not a requirement of any human rights legislation and found as a result that indirect discrimination or adverse effect discrimination was also prohibited, the distinction has always been seen as a starting proposition.
There was nothing new either in affirming that a general rule, qualifying one for employment, that dis criminates on its face had, of course, to be justified to be accepted as a valid defence, but if so justified, then there was no question of examining whether the employer could not have suspended its effects in par ticular instances. The very nature of the BFOR' defence the employer draws from the existence of such general discriminatory rule requires that it be so. (See, more particularly, the comments of McIntyre J. in Ontario Human Rights Commission et al. v. Bor ough of Etobicoke, [1982] 1 S.C.R. 202; and Bhinder et al. v. Canadian National Railway Co. et al., [1985] 2 S.C.R. 561, and those of Beetz J. in Brossard (Town) v. Quebec (Commission des droits de la per- sonne), [1988] 2 S.C.R 279.)
Finally, there was nothing new in reiterating the principle that, in the case of a neutral work rule caus ing adverse effect discrimination, the employer has a duty to accommodate the discriminated members of the group to which it applies, short of undue hard-
I take it from the reasons of Wilson J., at pp. 502-503, that BFOR and BFOQ (qualification) are equivalent concepts.
ship. Indeed, the extension in O'Malley of the statu tory prohibition to indirect discrimination was made with a necessary qualification. It was said that the employer could exonerate himself by showing that the impugned work rule had no purpose other than achieving a valid goal connected with the employ ment and that reasonable steps to accommodate the employees adversely affected because of their special personal characteristics had been taken.
If there is something new in the Alberta Dairy Pool judgment, it is, I think, in the clarification it gives to the meaning and scope of some of the notions around which human rights legislation and case law have evolved. The major part of Wilson J.'s comments is aimed at making the point that the bona fide occupational requirement or qualification con templated by the federal and all provincial statutes as a defence against a complaint of discrimination in employment was not meant to refer to any work rule, but only to a rule requiring of employees special per sonal characteristics related to one of the prohibited grounds of discrimination. Which, in effect, seems to be in strict conformity with the expression `occupa- tional requirement or qualification" and the fact that the defence it provides to the accusation is unquali fied. Wilson J. puts in a completely different category those work rules which have nothing to do with the personal characteristics of the employees, such as rules respecting the manner of dress, hours of work, break periods and the like. When the discrimination that could result from their application was found, in O'Malley, to be prohibited, not expressly for sure, but by the general provisions and intent of the statute (in that case, the Ontario Act did not at that time even provide for the defence of BFOQ), it was, as we were reminded above, with the qualification that no liabil ity would exist if the employer had made his best effort to accommodate. There, and there only, exists a duty to accommodate. It is on the basis of these con ceptual clarifications that Wilson J. expressed her res ervations with regard to the Bhinder judgment. The "hard hat rule" in Bhinder was not a BFOR but a classical work rule with a possible adverse discrimi natory effect, similar to the one in O'Malley, and
therefore a duty to accommodate should have been automatically imposed on the employer.
These precisions as to the limited scope of the BFOR defence in section 15 of the Act and the criti cism addressed to the Bhinder decision as a result may clarify some concepts but does not change the law. In any case, they obviously do not directly bear on the case at bar since the Forces' defence here was based directly on section 15, the rule invoked being clearly and unequivocally an occupational require ment that is directly discriminatory on its face.
I am prepared to admit that there is also another aspect on which this Alberta Dairy Pool judgment may be considered somewhat innovative, at least indirectly, particularly if the reasons of the minority are read in conjunction with those of the majority. It may have rendered the defence of BFOR even less available than previously. Until now, the prevalent view, I believe, was that, to be justified, a bona fide occupational requirement had to be, as expressed in Etobicoke (at page 208), "reasonably necessary to assure the efficient and economical performance of the job without endangering the employee, his fellow employees and the general public". It seems from now on that it must be, not only "reasonably", but absolutely necessary, that is, it must be without any other workable, less stringent, alternative. However, this step forward, if it must be acknowledged, had been prepared by the judgments in Brossard and in Saskatchewan (Human Rights Commission) v. Saska- toon (City), [1989] 2 S.C.R. 1297. Some may even
see, in this Alberta Dairy Pool judgment, indications that the alternative to the general rule can incorporate possible exceptions or individualized assessments, a view taken by the minority here and certainly not repudiated by the. majority. 2 If so, then the judgment would have introduced, with respect to a BFOR, a notion not completely alien to a duty to accommo date, thereby, ironically, rendering almost meaning less and irrelevant the distinction between a rule of aptitude or qualification discriminating on its face, and a simple work rule having some adverse effect discrimination.
This last observation may explain why the Tribu nal, even after having declared unjustified the BFOR alleged by the Forces, extended its review to assert that the Forces had failed to discharge their legal obligation to accommodate the complainant. It is obvious, however, that this last part of their decision was completely superfluous and in no way required by what can perhaps be seen as a novelty in the Alberta Dairy Pool decision.
Basically, the Tribunal found that the Forces could not excuse their discriminatory act by placing it under an alleged medical bona fide occupational requirement because that requirement, in its inflexi bility and generality, was not justified. Their approach in dealing with the case and the principles they followed in reaching their main conclusion were correct and in no way established by the Alberta Dairy Pool decision. From the very beginning, the Forces knew the case they had to meet. There was no reason for the Tribunal to reopen the hearing.
The application, in my view, should be dismissed.
2 At p. 513, Wilson J. states as follows:
Thus, justification of a, rule manifesting a group stereo type depends on the validity of the generalization and/or the impossibility of making individualized assessments.
The following are the reasons for judgment ren dered in English by
DESJARDINS J.A. (dissenting): A Canadian Human Rights Tribunal appointed under the Canadian Human Rights Act 3 has maintained a complaint of alleged discriminatory practice contrary to paragraph 7(a) of the Canadian Human Rights Act against the Canadian Armed Forces (the "Forces") by Clarence Levac (the "respondent") who was forcibly released from his position with the Forces. This section 28 [Federal Court Act, R.S.C., 1985, c. F-7] application was brought so as to attack the declaration that was issued by the Tribunal.
The facts
The respondent, born on February 27, 1938, joined the Canadian Armed Forces (Navy) in 1955 as an ordinary seaman and began his service as a stoker- mechanic. At the time of his release from employ ment in 1984, Clarence Levac had attained the rank of Chief Petty Officer First Class, the highest rank available to him as a non-commissioned officer. In term of his trade qualifications, he was a Chief Marine Engineer Artificer which was also the highest qualification attainable in his trade. He had served aboard a C.A.F. destroyer, the HMCS Margaree. His duties were primarily supervisory. His occupation is described in the service as a "hard sea trade" because the pattern of scheduling his duties requires that he serve both at sea and on shore. A number of sea and shore duties had already been scheduled for him. In fact, the respondent preferred sea postings to shore postings 4
During a routine medical examination carried out in early 1979, the respondent was diagnosed as hav ing a "heart problem" which led to further examina tions as a result of which he was declared by the Career Medical Review Board as being unfit to con tinue his military service with the Forces. He
3 R.S.C., 1985, c. H-6.
4 A.B., at p. 68.
received official notification of his release on March 18, 1982. 5 At the time, he was on an on-shore assign ment as a quality control inspector and chief of the detachment of technical service, at Vickers in Mon- tréal. Although he was ordered to be released effec tive August 8, 1983, he was retained at Vickers as a member of the Forces until February 26, 1984.
The decision under attack
The Human Rights Tribunal was satisfied that the respondent had made out a prima facie case of dis crimination against the Forces under subsection 3(1) and paragraph 7(a) of the Canadian Human Rights Act, namely physical disability. 6 The question was then whether the defence presented by the Canadian Armed Forces, based on paragraph 15(a) of the Act, 7 was of any substance. The Tribunal stated the issue in the following terms: 8
... did the Respondent nevertheless exculpate itself by suc cessfully invoking the BFOR Defence available to it under sec tion 15(a) of the Act?
The essence of the Forces' defence was that no dis crimination occurred because the respondent was released by virtue of a bona fide occupational requirement (BFOR). Mr. Levac, it was said, was no longer fit for service because of a risk of employee failure. His medical condition precluded him not only from being posted to sea, but also to any station or base without adequate medical facilities.
5 Ibid., at p. 661.
6 3. (1) For all purposes of this Act, race, national or ethnic origin, colour, religion, age, sex, marital status, family status, disability and conviction for which a pardon has been granted are prohibited grounds of discrimination.
7. It is a discriminatory practice, directly or indirectly,
(a) to refuse to employ or continue to employ any indivi dual, or
7 15. It is not a discriminatory practice if
(a) any refusal, exclusion, expulsion, suspension, limitation, specification or preference in relation to any employment is established by an employer to be based on a bona fide occu pational requirement;
8 A.B., at p. 1252.
The medical evidence before the Tribunal was con flicting. The respondent's physician, Dr. Jean Grat- ton, a cardiology specialist, offered the opinion that the lesions which appeared to exist on the respon dent's cardiogram were only minimal and were reflected in the majority of men over forty years of age. Dr. Gratton was of the opinion that the respon dent could fulfill all of the conditions of his employ ment with the Forces for a long period of time. Lt. Col. Henryk P. Kafka, a cardiologist for the Forces, suggested that the respondent faced a "risk of some sudden unpredictable event". While Lt. Col. Kafka conceded that the respondent had "a good progno sis", 9 he was of the view that the respondent repre sented a "significantly higher risk than someone who is completely normal". He took the position that the respondent's overall condition made him an unac ceptable risk to serve at sea or at any station or base without adequate medical facilities. Dr. René Mau- rice Bélanger, Commandant of C.A.F. Medical Ser vices School, was also concerned about the respon dent's health condition for a sea posting. His concern did not extend to on-shore duty unless the respondent was placed in an isolated posting. 10
The Board concluded that the respondent was in any event fit and able to perform his duties at a shore posting such as the one he was fulfilling at the date of his release. With regard to a sea posting, it stated: 11
The Tribunal accepts that there was an element of risk that would be attached to sending the Complainant with a "heart condition" out to sea, if indeed that were to occur, as compared to a person in excellent health. However, the Tribunal does not consider, on the basis of the medical evidence as a whole, that the prediction of a risk of a heart attack of between 8 to 10% within 5 years (or 6 to 9% within 3 years based upon CASS criteria) when balanced against the substance of the other med ical evidence as to Complainant's medical condition and his prognosis, is real or of sufficient weight to legally justify the
9 A.B., at pp. 1239 and 1256.
10 Ibid., at p. 1251. H Ibid., at p. 1257.
application of a discriminatory rule or practice which is abhor rent and offends against the Act.
The Tribunal is convinced that the projection of a risk of heart attack is still only one of the factors to be taken, into account in determining whether the Respondent has estab lished that the Complainant cannot perform or be expected to perform his job either at sea or on shore given such dire pre diction. Furthermore, it must be stressed that a risk factor in and by itself is not a disease or disability. Many other factors which have already been noted above mitigate in favour of Complainant and lead the Tribunal to the conclusion that the Respondent has not established that it was reasonably neces sary for it to have excluded and released Complainant from its employ and service in order to eliminate or avoid a real risk of serious damage to Complainant, his co-workers or the public at large.
The Tribunal finds that the Respondent has not established that Complainant cannot perform or be expected to perform the job of Chief Petty Officer First Class or Marine Engineer Artificer whether at sea or on shore or that being free from _Ex degree of coronary artery disease and projection or prediction of a heart attack associated with this disease constitutes a bona fide occupational requirement. [My emphasis.]
It concluded thus: 12
... that the Respondent has failed to discharge its burden of establishing a valid BFOR defense in that it has not satisfied the bona fide occupational requirement to the satisfaction of the Tribunal. We are not persuaded that Complainant could not serve at sea, if that were to occur, without danger or real risk to himself, his co-workers or his employer the Respondent and the general public which it represents. Nor, as we have already made clear, are we persuaded that Complainant could not per form his duties on Shore. [My emphasis.]
The Tribunal further concluded that the Forces had failed in its duty to accommodate.
Analysis
The only question before us is whether the Tribu nal was correct in rejecting the Forces' defence. Since the parties have recognized that the case at bar is one of direct discrimination, as opposed to indirect discrimination, as these words have been elaborated particularly by Wilson J., for the majority, in Central Alberta Dairy Pool v. Alberta (Human Rights Com-
12 Ibid., at p. 1258.
mission), 13 no duty to accommodate arises in cases where a BFOR is claimed since by definition an occupational requirement is job related, not employee related.l 4
In Ontario Human Rights Commission et al. v. Borough of Etobicoke, 15 cited at length by Wilson J. in the Alberta Dairy Pool case, McIntyre J. dealt with a BFOR provision in the following terms: 16
Once a complainant has established before a board of inquiry a prima facie case of discrimination, in this case proof of a mandatory retirement at age sixty as a condition of employ ment, he is entitled to relief in the absence of justification by the employer. The only justification which can avail the employer in the case at bar, is the proof, the burden of which lies upon him, that such compulsory retirement is a bona fide occupational qualification and requirement for the employment concerned. The proof, in my view, must be made according to the ordinary civil standard of proof, that is upon a balance of probabilities.
He then defined the two components of a BFOR:
... To be a bona fide occupational qualification and require ment a limitation ... must be imposed honestly, in good faith, and in the sincerely held belief that such limitation is imposed in the interests of the adequate performance of the work involved with all reasonable dispatch, safety and economy, and not for ulterior or extraneous reasons aimed at objectives which could defeat the purpose of the Code. In addition it must be related in an objective sense to the performance of the employment concerned, in that it is reasonably necessary to assure the efficient and economical performance of the job without endangering the employee, his fellow employees and the general public. 17
There is no question that the first component, the subjective test is met. The real question is whether the requirement of a clean bill of health free from a "heart condition" is "reasonably necessary to assure the efficient and economical performance of the job
13 [1990] 2 S.C.R. 489, at pp. 505-506.
14 Ibid., at p. 510-511. 13 [1982] 1 S.C.R. 202.
16 Ibid., at p. 208.
17 Ibid.
without endangering the employee, his fellow employees and the general public"?"
The Forces produced as a witness Dr. John D. Smith, Deputy Command Surgeon for Maritime Command, who served as a medical officer on board Her Majesty's Canadian ships. He first described at length the type of facilities available on board ships in cases of heart problem. He was then asked: 19
What are these facilities aimed at doing in the treatment of heart accidents?
A. The facilities on board the destroyers, is basically meant to stabilize the patient if you can. In the destroyer, a steam driven destroyer, you've only got one Med A. He can do an assessment of the patient, he cannot in fact do a definitive diagnosis.
Q. How about the treatment available on board supply ships?
A. Well, on a supply ship you're a little better off. You've got a Medical Officer who's got more training than a Medical Assistant has and he has available to him an electrocardiogram that might add another piece of infor mation that could assist in making the diagnosis.
Q. So basically, whenever there is a cardiac incident on board a ship, the first thing you want to do is to stabilize.
Q. And then what happens?
A. You would want to think about getting him off there.
Q. How can you do that?
A. The means of getting patients off the ship is ... well, there are really only three ways. One is to stop what you're doing and take the ship alongside and, you know, transfer the patient ashore via a stretcher.
The second means is to have them transferred by a Jack Stay to...
Q. What's a Jack Stay.
18 This test was applied by Wilson J., for the majority, in the Alberta Dairy Pool case. I do not share the view expressed by my colleague Marceau J.A. in obiter that this test may be read as having been stiffened by the minority opinion so that it may now read as "absolutely necessary".
19 A.B., at pp. 325-330.
A. A Jack Stay is a line that you pass from one ship to another on the Jack Stay, hanging from the line. Very anxiety provoking situation because you're hanging between two ships that are steaming along probably 70 feet apart with the sea below you and, you know, the ships are moving in and out and the rope is going, or the Jack Stay is going up and down and you're ... anxiety provoking, and I can only describe that as having gone over it being perfectly well. 1f you were in the midst of having a heart attack I'm sure it would be even more anxiety provoking.
Q. And what would the last means be?
A. The third means would be using a helicopter, if a heli copter were available to you.
Q. And if it is, what are the drawbacks?
A. Well, the helicopters that we use are a Sea King, which are about 25 years old. The first drawback is whether or not it's working, because you know, there's only one on the ship and if they break down and you don't have the part then it doesn't fly. So presuming it's working, or another ship in company has one available, you've got to presume the flying conditions are within limits, that is that the sea state is not excessive so you can take off and that the weather is not so bad that the helicopter can't fly, and of course you've got to have a place to take the patient.
The range of the helicopter is about 240 miles. So you've got to have a place for the helicopter to land within 240 miles and I would probably suggest that greater than 50% of the time that's not possible.
Q. Are there any other drawbacks to transportation by ...
A. Yes. In a helicopter you're virtually in an unmonitored situation...
Now, as I said, the range of the helicopter is about 240 miles and they can travel at 120 miles an hour, so you know, he may be in the helicopter for a period of up to two hours, where you're not even going to get a blood pressure or a pulse or listen to his chest. You can do nothing except look at him and say how are you doing.
You could administer drugs that were appropriate on route, but you could do no monitoring of the patient.
Q. Now you told us a bit about the drawbacks of transfering a patient by ...
A. Jack Stay. Then the only place you would transfer him to would be a supply ship if there were one available.
Q. And what drawbacks are there to bringing the patient back to port?
A. Well, in that case you're aborting the mission. The ship is sent out there at great expense to do a job, whether that job is a search and rescue role or that it's a Fisheries patrol or whether it's a training role, it's gone out there to do something and you may be asking the Command ing Officer to abort his mission to bring the patient ashore.
Dr. Smith's testimony was uncontradicted. It can hardly be characterized as "impressionistic". 20
The respondent enjoyed sea duties. The risk taking was his. However, in doing so, he could only put at risk the lives of others, since none of the operations described, whether the Jack Stay procedure or rescue by helicopter, could be done without endangering the lives of his fellow companions. Moreover, these operations could only be carried out at considerable public expense.
In Ontario Human Rights Commission et al. v. Borough of Etobicoke, 21 McIntyre J. distinguished mandatory retirement for reasons of safety from mandatory retirement for purely economic reasons. He stated: 22
In cases where concern for the employee's capacity is largely economic, that is where the employer's concern is one of pro ductivity, and the circumstances of employment require no special skills that may diminish significantly with aging, or involve any unusual dangers to employees or the public that may be compounded by aging, it may be difficult, if not impos sible, to demonstrate that a mandatory retirement at a fixed age, without regard to individual capacity, may be validly imposed under the Code. In such employment, as capacity fails, and as such failure becomes evident, individuals may be discharged or retired for cause.
He then continued: 23
Faced with the uncertainty of the aging process an employer has, it seems to me, two alternatives. He may establish a retire ment age at sixty-five or over, in which case he would escape the charge of discrimination on the basis of age under the Code. On the other hand, he may, in certain types of employ ment, particularly in those affecting public safety such as that of airline pilots, train and bus drivers, police and firemen, con sider that the risk of unpredictable individual human failure
20 Ibid., at p. 210.
21 Supra, at p. 202.
22 Ibid., at p. 209.
23 Ibid., at pp. 209-210.
involved in continuing all employees to age sixty-five may be such that an arbitrary retirement age may be justified for appli cation to all employees. In the case at bar it may be said that the employment falls into that category. While it is no doubt true that some below the age of sixty may become unfit for firefighting and many above that age may remain fit, recogni tion of this proposition affords no assistance in resolving the second question. In an occupation where, as in the case at bar, the employer seeks to justify the retirement in the interests of public safety, to decide whether a bona fide occupational quali fication and requirement has been shown the board of inquiry and the court must consider whether the evidence adduced jus tifies the conclusion that there is sufficient risk of employee failure in those over the mandatory retirement age to warrant the early retirement in the interests of safety of the employee, his fellow employees and the public at large.
This last paragraph of McIntyre J. was summarized by Wilson J. in the Alberta Dairy Pool case in the following way: 24
Where, however, the cost of "unpredictable human failure" is public safety, the Court agreed that an arbitrary retirement age may be imposed. [My emphasis.]
The difficulty of this case, however, is to appreci ate what the Tribunal precisely did when it assessed the evidence with regard to the individual, concerned. It was within its domain to determine whom it believed and whom it disbelieved among the various experts. In such a case, there would be no reviewable error by this Court unless the conditions for interven tion under paragraph 28(1)(c) of the Federal Court Act were met. Once, however, it accepted, as it did in my view, that there was "an element of risk" in send ing the respondent to a sea posting, "as compared to a person in excellent health", 25 it erred in law in assessing the degree of the risk so as to justify the application of the discriminatory rule. The only con clusion available to it was that the Forces were enti tled to impose an arbitrary demarcation line. As long as there was an element of risk, the Forces' require ment of good health constituted a BFOR.
24 Supra, at p. 504.
25 A.B., at p. 1257.
Conclusion
I would allow the section 28 application, I would set aside the decision of the Canadian Human Rights Tribunal, rendered on August 2, 1991, and I would affirm the official notification of release issued by the Canadian Armed Forces on March 18, 1982.
* * *
The following are the reasons for judgment ren dered in English by
DÉCARY J.A.: I agree with my colleague Marceau J.A. that this application should be dismissed.
With respect to the main argument raised by the applicant, i.e. denial of a fair hearing because the hearing was not reopened after the publication of the judgment of the Supreme Court in Central Alberta Dairy Pool v. Alberta (Human Rights Commission), [1990] 2 S.C.R. 489, I wish to make the following comment in addition to those already made by my colleague.
The hearing before the Tribunal concluded on June 7, 1990. The judgment of the Supreme Court in Alberta Dairy Pool was delivered on September 13, 1990. The decision of the Tribunal was signed by the Tribunal on June 17, 1991 and received by the appli cant on August 2, 1991. The applicant did not, at any time during that relatively long period that elapsed between the moment the Supreme Court delivered its judgment and the moment the Tribunal rendered its decision, seek to reopen the hearing. Counsel for the applicant conceded at the hearing that the Attorney General of Canada had taken "the chance" that the Tribunal would not refer in its decision to Alberta Dairy Pool. This is not a case of a party being denied an opportunity to debate a fundamental change of the law. This is a case of a party so unconvinced that there was indeed such a fundamental change or that new evidence should be adduced as a result of the judgment of the Supreme Court, that it did not bother to seek leave—which it had ample time to do—to reopen the hearing. The conduct of the applicant estops her, in the particular circumstances of this case, from alleging violation of the rules of natural justice.
With respect to the secondary argument raised by the applicant, i.e. whether the Tribunal was correct in rejecting the Forces' defence, I cannot agree with the conclusion reached by my colleague Desjardins J.A.
While I might not endorse every paragraph in the Tribunal's decision when taken out of context, I can not say that the Tribunal erred in a reviewable way in its assessment of the evidence or reached a conclu sion that it could not reasonably reach. Basically, as I see it, the Tribunal found that the applicant had not made her case that there was a "sufficient risk of employee failure", to use the words of McIntyre J. in Ontario Human Rights Commission et al. v. Borough of Etobicoke, [1982] 1 S.C.R. 202, at page 210, to warrant the dismissal of Levac. The medical evidence adduced by the applicant with respect to the heart condition of Levac was, to put it mildly, remarkably meager. Her principal medical expert, Lt. Col. Kafka, did not at any time examine Levac personally but rather based his evidence on an examination and review of Levac's medical record from March 7, 1979 to August 9, 1983 (A.B., vol. 7, at page 1077; vol. 7, at pages 1240-1241). The respondents' medi cal expert, Dr. Jean D. Gratton, had examined Levac personally on November 12, 1986. The Tribunal, while it did not say so in explicit terms, was obvi ously more impressed with Dr. Gratton's testimony and preferred it to that of Dr. Kafka. There being no evidence of a "sufficient risk", the Tribunal was enti tled in this particular instance, to uphold Levac's complaint.
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