Crown Employees (Teachers in Schools and TAFE and Related Employees) Salaries and Conditions Award [2004] NSWIRComm 340
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Industrial Relations Commission
of New South Wales
CITATION : Crown Employees (Teachers in Schools and TAFE and Related Employees) Salaries and Conditions Award [2004] NSWIRComm 340
APPLICANT
New South Wales Teachers' Federation
RESPONDENT
PARTIES : Director-General of the Department of Education and Training
New South Wales Technical and Further Education Commission
INTERVENOR
Minister for Industrial Relations
FILE NUMBER: IRC 3597 of 2003
CORAM: Wright J President; Walton J Vice-President; Boland J; Grayson DP; McLeay C
CATCHWORDS : Award - Application to vary - Part time casual teachers employed by TAFE - Rates of pay - Hours of work - Adequacy of hourly rate for teachers that work a significant number of weekly hours over a long period - Jurisdiction - Whether application sought new category of teacher - Responsibilities and duties of part time casual teachers - Need for flexibility in TAFE in respect of engagement and deployment of part time casual teachers - Special case principle - Pay equity - Cost implications of granting application - Findings that inequities exist between the terms and conditions applying to part time casual teachers compared to those fur full time teachers - Parties directed to consider terms of an appropriate award variation based on Commission's findings
Annual Holidays Act 1944
Education Commission Act 1980 (Repealed)
Government and Related Employees Appeal Tribunal Act 1980
LEGISLATION CITED : Industrial Arbitration Act 1940 (Repealed)
Industrial Relations Act 1991 (Repealed)
Industrial Relations Act 1996
Public Service Act 1902 (Repealed)
Technical and Further Education Commission Act 1990
Clerks (State) Award and other Awards, Re [1959] AR 470
Crown Employees (National Art School) Case, Re [1998] NSWIRC 660
Crown Employees (NSW Fisheries Salaries and Conditions of Employment) Award, Re [2003] NSWIRComm 405
Crown Employees (Part Time Technical Teachers) Award, Re [1951] AR 657
Crown Employees (Teacher - Technical Education - Overtime) Award, Re [1960] AR 29
Crown Employees (Teachers in Schools and TAFE and Related Employees) Salaries and Conditions Award, Re (2000) 102 IR 202
Crown Employees (Teachers in Schools and TAFE and Related Employees Salaries and Conditions Award, Re [2004] NSWIRComm 114
Crown Teachers (Casual) Award, Re [1983] AR 672
Crown Teachers (Casual) Award, Re (1989) 34 IR 214
Equal Remuneration Principle, Re (2000) 92 IR 177
CASES CITED : Gurnett & Anor v Haines (1985) 16 IR 136
Health and Community Employees Psychologists (State) Award, Re (2001) 109 IR 458
Health Employees Pharmacists (State) Award and other Awards, Re (2003) 132 IR 244
New South Wales Teachers' Federation and Public Service Board - Face to Face Teaching Hours in Technical Colleges, Re [1977] AR 121
NSW TAFE Commission (Teachers and other Educational Staff) Salaries and Conditions Award 1996, Re (1999) 123 IR 360
Pastoral Industry (State) Award, Re (2001) 104 IR 168
Riverina Water County Council Enterprise Award 1998, Re (1999) 87 IR 24
State Wage Case 2003 (2003) 121 IR 446
Teachers - Technical Education Award, Re [1969] AR 29
Teachers (Non-Government) Pre Schools (State) Award, Re (2001) 120 IR 3
Technical Teachers - Hours Case, Re [1977] AR 121
HEARING DATES: 07/14/2003; 09/01/2003; 09/02/2003; 09/05/2003; 09/09/2003; 09/10/2003; 09/17/2003; 09/18/2003; 09/22/2003; 09/23/2003; 09/30/2003; 10/13/2003; 11/03/2003; 12/17/2003; 05/17/2004; 05/20/2004; 05/21/2004; 08/13/2004
DATE OF JUDGMENT:
12/20/2004
APPLICANT
Mr S Crawshaw SC with Mr A Hatcher of counsel
Ms B Seymour - Assistant General Secretary
New South Wales Teachers' Federation
RESPONDENT
LEGAL REPRESENTATIVES: Mr R Kenzie QC with Mr S Benson of counsel
New South Wales Technical and Further Education Commission
INTERVENOR
Mr R Goot SC with Mr S Prince of counsel
Intervenor - Minister for Industrial Relations
JUDGMENT:
INDUSTRIAL RELATIONS COMMISSION OF NEW SOUTH WALES
FULL BENCH
CORAM: WRIGHT J, President
WALTON J, Vice-President
BOLAND J
GRAYSON DP
McLEAY C
Monday 20 December 2004
Matter No IRC 3597 of 2003
CROWN EMPLOYEES (TEACHERS IN SCHOOLS AND TAFE AND RELATED EMPLOYEES) SALARIES AND CONDITIONS AWARD
Application by New South Wales Teachers Federation for variation re TAFE part time casual teachers conditions of employment
DECISION OF THE COMMISSION
[2004] NSWIRComm 340
1 These proceedings arose from an application made by the New South Wales Teachers Federation ("the Federation") for the variation of the Crown Employees (Teachers in Schools and TAFE and Related Employees) Salaries and Conditions Award ("the Award").
2 The application was brought under Principle 10, Special Case, of the wage fixing principles and sought to vary the Award to provide higher remuneration and access to a range of conditions for some TAFE teachers currently classified as part-time casual ("PTC"), by inserting into the Award new rates of pay and conditions for those PTC TAFE teachers who teach eight hours or more per week for a minimum of four weeks. Amongst the grounds and reasons given for the claim were that:
A large proportion of part time casual teachers are in reality engaged in part time, rather then casual, employment, since they work significant number of hours each week on a regular and planned basis, and have done so for many years. Their employment is not intermittent, short term, or to meet unplanned needs.
and
The existing system of remuneration of part time casual teachers is … demonstrably unfair and inadequate and ought to be changed.
3 The application was opposed by the Director General of the Department of Education and Training ("the Department") and the TAFE Commission ("the respondents") and the Minister for Industrial Relations ("the Intervenor").
4 The Award includes in clause 2, Definitions, at 2.76:
"Part time Casual Teacher" means a TAFE teacher engaged by TAFE to teach on an hourly basis.
The definition of TAFE teacher appears at 2.82 as follows:
"TAFE teacher" means an officer, or temporary employee employed under the TAFE Commission Act 1990 in a full time teaching position.
There is no definition for either a part time teacher or a casual teacher other than as above.
5 The term "part time casual" came into use by the parties following cases, as will be described later, in which it was determined that the subject group of employees did not fit neatly into the usual descriptors of either "part time" or "casual". The term was first used formally in an enterprise agreement made in 1995. It refers to teachers in TAFE only. Teachers in schools are separately defined in the Award and do not fall within the claim presently before us.
6 The general conditions of employment for PTC teachers are set out in clause 59, Working Conditions - Part time Casual Teachers, Coordinators and Counsellors in TAFE and Schedule 14, Rates of Pay - Part Time Casual Teachers, Coordinators and Counsellors in TAFE and Contract Teachers (OTEN). The application sought to insert into the Award a new clause 59A, Pro Rata Conditions - Part Time Casual Teachers.
THE APPLICATION
7 In its final form, the further amended application reads as follows:
Insert a new clause 59A between clauses 59 and 60 as follows:
59A. Pro Rata Conditions - Part Time Casual Teachers
59A.1 A part time casual teacher who, by prior arrangement or arrangements with a TAFE institute or institutes agrees to teach for eight or more hours per week for a minimum of four weeks, shall be entitled, for so long after the commencement of the arrangement(s) that the part time casual teacher continues to teach for eight or more hours per week, to the following conditions of employment of a full time teacher on a pro rata basis:
59A.1.1 The salary rates provided for in Schedule 1, commencing at Step 10 of the common incremental salary scale, converted into an hourly rate in accordance with subclause 59A.7.
59A.1.2 Paid professional development time (clause 45).
59A.1.3 Payment for duties related to teaching (subclauses 41.2, 41.3, and 41.5 of clause 41).
59A.1.4 Leave entitlements (clause 55), except for extended leave (subclause 55.5).
59A.1.5 The excess teaching rate for excess teaching hours (clause 50), on the basis that it will be paid for teaching hours in excess of 19 per week.
59A.1.6 Time credit as provided for in subclause 49.2 of clause 49 Time Credit (excluding paragraph 49.2.2 (i)) provided that the eight hours teaching requirement referred to in subclause 59A.1 above cannot include time credit hours.
59A.1.7 The penalty rate for Sunday and night work (subclause 51.2 of clause 51).
59A.2 A part time casual teacher who meets the conditions set out in subclause 59A.1 shall also be entitled to travelling compensation benefits under Schedule 12 (notwithstanding clause 1.1.3 of Schedule 12), provided that such benefits will not be payable for travel between different institutes.
59A.3 A part time casual teacher who has taught 144 hours over the course of a semester shall be entitled, on a pro rata basis, to be paid for:
59A.3.1 one non teaching week immediately following the end of the semester in the case of Semester 1; and
59A.3.2 two non teaching weeks immediately following the end of the semester in the case of Semester 2.
During such non teaching weeks, the part time casual teacher can be required to attend at work for the duration of the paid hours and can be allocated duties related to teaching as set out in subclause 39.2 of clause 39, Duties of Teachers. Nothing in this clause shall affect the capacity of part time casual teachers to enter into separate arrangements with TAFE to perform enrolment duties during non teaching weeks. Once a teacher is entitled to non teaching weeks on a pro rata basis, these weeks shall count towards leave entitlements.
59A.4 The proportionate amount to be used to calculate pro rata entitlements under subclause 59A.3 shall be the part time casual teacher's programmed teaching hours divided by 19 (being the direct teaching hours of a full time teacher under clause 40, Allocation of Duties).
59A.5 For the purposes of subclauses 59A.1, 59A.3 and 59A.4, teaching hours shall include all hours spent by a part time casual teacher undertaking direct teaching duties as set out in subclause 39.2 of clause 39, Duties of Teachers, and course coordination duties at any TAFE institute or institutes, but shall not include excess teaching hours and emergency relief teaching hours (i.e. when an unplanned absence of a teacher leads to a part time casual teacher being given less then 24 hours notice to take a class).
59A.6 A part time casual teacher who receives payment for duties related to teaching in accordance with subclause 59A.1.3 can be required to attend at work for all paid hours and can be required, subject to subclause 41.5 of clause 41, Duties Related to Teaching to perform duties related to teaching as set out in subclause 39.2 of clause 39, Duties of Teachers.
59A.7 The hourly rate of pay for a part time casual teacher who meets the condition set out in subclause 59A.1 shall be calculated as follows:
Appropriate Salary under Schedule 1 x 5 x 1
1 260.8929 30
59A.8 For the purposes of subclause 59A.1.1, a part time casual teacher who demonstrates, by means of an annual review, continuing efficiency in teaching practice, satisfactory performance and professional growth, shall be entitled to progress to the next step on the common incremental salary scale in Schedule 1 after each 12 months service (calculated in accordance with clause 56, Calculation of Service), provided that subclause 5.4 of clause 5 Salary Progression and Maintenance shall also be applied to the progression of part time casual teachers.
59A.9 Notwithstanding anything contained in clause 59, the provisions of clauses 59.2, 59.3, 59.4, 59.5, 59.7, 59.8, 59.10, 59.13, and 59.21 shall not apply to part time casual teachers who meet the condition in clause 59A.1, provided that any such part time casual teacher with an accrued sick leave entitlement under clause 59.8 as at [insert date of operation] shall retain that entitlement.
59A.10 No part time casual teacher shall be victimised as a result of the implementation of clause 59A.
8 Stated briefly, the effect of the application, if successful, would be to vary for those teachers who fit within the nominated group: the salary, by way of the hourly rate, the number of hours for which work is paid and penalty rates; progression under the salary scale; the conditions of work including hours of attendance and access to leave; and the range of duties required to be undertaken and entitlement to travelling compensation benefit. It provides no restriction on the movement of teachers in and out of the nominated group.
9 The application does not seek to vary the salary or conditions of work of those PTC teachers who do not meet the criteria set out in the application, that is, who do not teach eight hours or more per week for a minimum of four weeks by prior arrangement.
JURISDICTIONAL OBJECTION
10 The respondents opposed the application on the jurisdictional basis that the application was seeking to establish a new category of teacher with different duties and conditions of employment to those PTC teachers already covered by the Award. In the alternative, the respondents opposed the application on the basis that it is inappropriate to apply pro rata salaries and (some) conditions of employment applicable to permanent FT teachers to PTC teachers engaged to teach on an hourly basis.
11 The original application in these proceedings sought to include in the Award a new definition for a pro rata PTC teacher. The amended and further amended applications did not do so, but sought to incorporate certain rates of pay and conditions of employment for some of the group of employees already defined in the Award. We are satisfied that the further amended application marked as exhibit 85 ("the application") does not seek to establish a new category of worker. It follows that the application does not offend s 19 of the Technical and Further Education Commission Act 1990 which states:
19 Legal proceedings not to be brought in respect of appointments etc
(1) The appointment or failure to appoint a person to a vacant position on the staff of the TAFE Commission, or any matter, question or dispute relating to such an appointment or failure, is not an industrial matter for the purposes of the Industrial Relations Act 1996.
(2) Subsection (1) applies whether or not any person has been appointed to the vacant position.
(3) No proceedings, whether for an order in the nature of prohibition, certiorari or mandamus or for a declaration or injunction or for any other relief, lie in respect of the appointment or failure to appoint a person to a position on the staff of the TAFE Commission, the entitlement or non-entitlement of a person to be so appointed or the validity or invalidity of any such appointment.
(4) Subsection (3) does not affect the operation of the Government and Related Employees Appeal Tribunal Act 1980.
12 Having cited the majority judgment in Re NSW TAFE Commission (Teachers and Other Educational Staff) Salaries and Conditions Award 1996 (1999) 123 IR 360 and the decision of the Full Bench in Re Crown Employees (NSW Fisheries Salaries and Conditions of Employment) Award [2003] NSWIRComm 405, the respondents submitted that the jurisdictional question requiring determination was whether the claim (or any part of it) related to the appointment or failure to appoint persons to the staff of the TAFE Commission.
13 We do not accept that the application seeks to establish a new category of employee, nor that it seeks to confer preference in employment for pro rata PTC teachers over other PTC teachers or to restrict PTC employment to those who work less than eight hours per week over a period of four weeks or longer, as contended by the respondents. We do not find that the application, if successful, would affect the power of the TAFE Commission to appoint staff.
14 The further amended application avoided the jurisdictional question which the respondents raised earlier in proceedings, when the Federation's application sought to insert a new definition for pro rata PTC teachers. The final form of the application sought to provide a new set of conditions of employment for some of a previously defined group of teachers who satisfy a minimum number of hours worked over a definite period. The minimum requirement for teachers who are the subject of the claim is that they teach eight hours a week for four weeks.
15 Therefore, in general terms, we do not accept the respondent's jurisdictional objection to the amended application. However, as we later explain, there will need to be further discussions between the parties as to the final form of the award variation we propose to grant. It is therefore appropriate to reserve our final decision on the jurisdictional issue until the final form of the award variation is known.
RESPONDENTS' FURTHER OBJECTIONS
16 The further bases of the respondents' opposition were outlined as follows:
a. The proposed regime would replace a system that is easy for employees to understand and relatively easy to administer with a system that has immense complexity that would be difficult (and possibly impossible) to administer;
b. The proposed regime embraces an extraordinary concept of "floating" conditions of employment of individual employees which at any one point in time would be contingent upon satisfying (and then maintaining) certain specified criteria;
c. The claim is based on the erroneous assumption that the employment of PTC teachers within TAFE is analogous with that of permanent FT teachers;
d. The Federation does not (contrary to the submissions of the Federation) seek the application of the conditions that apply to FT teachers on a "pro rata" basis but rather seeks to "cherry pick" the attractive attributes pertaining to each system. Furthermore, the claim raises an uncertainty relating to the classification of "coordination" duties as to whether they would be regarded as direct teaching or duties related to teaching.
17 The respondents rejected the proposition that the provision of leave entitlements for PTC teachers is either inappropriate or unfair. PTC teachers can presently access long service leave, sick leave, leave for declared emergencies and leave to attend jury duty in specified circumstances. The respondents further rejected the proposition that the work performed by PTC teachers is of equal or comparable value to that performed by permanent FT teachers.
18 The respondents also asserted that should the Commission find the remuneration and/or conditions of employment of PTC teachers are not fair then the appropriate mechanism to redress any such finding would be by way of variation to the present regime of conditions for PTC casual teachers. The respondents submitted that the application, if granted, would severely constrain the current operational flexibility that TAFE needs to meet the competitive challenges in the vocational and educational training market place.
GROUNDS AND REASONS
19 The grounds and reasons provided for the application were as follows:
1. Part time casual teachers form a majority of all teachers in TAFE, both in terms of raw numbers and on a full time equivalent basis.
2. All part time casual teachers are currently remunerated on a casual basis. They are paid a loaded hourly rate for their direct teaching duties only, which is also intended to compensate for a wide range of teaching related duties.
3. Part time casual teachers receive no leave entitlements except for long service leave and sick leave if they work 468 hours or more per calendar year.
4. A large proportion of part time casual teachers are in reality engaged in part time, rather than casual, employment, since they work significant numbers of hours each week on a regular and planned basis, and have done so for many years. Their employment is not intermittent, short term, or to meet unplanned needs.
5. Such part time casual teachers work a large number of hours performing duties associated with teaching for which they are not paid. The loading on their hourly rate paid for direct teaching hours does not adequately compensate for this.
6. Such part time casual teachers do not enjoy security of employment, which results in them feeling under pressure to work additional unpaid hours in order to secure future employment. The loading on their hourly rate does not properly compensate them for their lack of security of employment.
7. Such part time casual teachers receive no compensation for the time and cost of travelling between campuses, nor does the loading on their hourly rate cover this.
8. Such part time casual teachers receive significantly less remuneration than full time teachers performing the same teaching hours and the same range of duties. This disparity in pay is without any industrial justification and constitutes an inequity which needs to be remedied.
9. It is inappropriate for such part time casual teachers, who in reality work on a part time or even full time basis, to be remunerated as if they were casuals. Nor is it appropriate that the standard entitlements applying to part time employees (pro rata) or full time employees not apply to such part time casual teachers.
10. The existing system of remuneration of part time casual teachers is, for the above reasons, demonstrably unfair and inadequate, and ought be changed.
11. The Federation's application, which would remove the loading on the hourly rate for such part casual teachers, but in return give them the standard entitlements and conditions of employment of part time and full time employees, on a pro rata basis where relevant, would remedy the unfairness identified above.
12. The Federation's application, if granted, would not affect the flexibility which TAFE currently has in employing part time casual teachers.
13. The Federation's application would establish fair and reasonable conditions of employment in accordance with section 10 of the Act and is consistent with the wage fixing principles.
14. Upon such other grounds and reasons as to the Commission seem appropriate.
20 Essentially, the Federation's claim is that the PTC teachers who teach at least eight hours a week over a minimum of four weeks are not adequately paid for the work they perform. The claim is that, because this group of employees work a significant number of hours on a regular and planned basis, they are engaged in part time rather than casual work and they should be remunerated and receive leave and other benefits more like their full time colleagues.
21 The respondents submitted that, despite the Federation's contention that a significant number of PTC teachers could be properly classified as "part time", there was no definition of part time teachers in the Award. When a comparison is made between the duties, responsibilities and qualifications of PTC teachers and those of permanent FT teachers, the assumption that they are the same, or substantially the same, is shown not to be the case.
22 The respondents submitted that PTC teachers have a narrower or less comprehensive range of duties to those of FT teachers. The qualifications and criteria for engagement of PTC teachers usually relate specifically to the course/subject/module they are engaged to deliver and in that sense are less stringent than those for FT teachers. There is no coincidence of the value of work of PTC teachers and FT teachers, nor the need to have similar programs of work during both teaching and non-teaching weeks.
23 Specific responses were provided by the respondents to each of the Federation's grounds and reasons.
24 In response to paragraph 1 of the Federation's Grounds and Reasons the respondents acknowledged that there are more persons employed under the classification of "Part time casual teacher" (as defined in clause 2.76 of the Award) as compared to persons employed under the classification of "TAFE Teacher" (as defined in clause 2.83 of the Award). It is relevant, they said, that the term TAFE Teacher does not include persons employed as PTC Teachers.
25 In response to paragraph 2, the respondents did not accept the proposition that "all part time casual teachers are currently remunerated on a casual basis" fairly described the range of conditions prescribed by clause 60 of the Award. The respondents accepted that PTC teachers are paid an hourly rate of pay inclusive of most incidents of employment.
26 In response to paragraph 3 of the Grounds and Reasons, the respondents said the rates of pay for PTC teachers attract a substantial loading that adequately compensated such employees for the absence of separate leave entitlements (apart from long service leave and sick leave for those part time casual teachers who work the equivalent of half a permanent full time teacher's workload which are provided).
27 In response to paragraph 4, the respondents rejected the proposition that the employment of a significant number of PTC teachers is properly to be characterised as part time.
28 In response to paragraph 5, the respondents also rejected the assertion that PTC teachers are required to perform duties for which they receive no remuneration. The rates of pay for part time casual teachers, Coordinators and Counsellors have been determined to compensate for all such work required to be performed (e.g. clauses 59.2; 59.5; 59.7; 59.10; 59.11; 59.13).
29 In response to paragraph 6 of the Federation's Grounds and Reasons, the respondents denied any improper pressure is placed on PTC teachers to maximise their chances of being re-employed in the future. This assertion is really an unfair criticism of lower tiers of the TAFE management (for example, Head Teachers). Appropriately qualified PTC teachers are eligible to apply for externally advertised permanent FT and permanent part time teacher positions.
30 In response to paragraph 7, the respondents said that it is an infrequent occurrence when a PTC teacher is required to teach at different colleges or campuses associated with a particular engagement.
31 In response to paragraph 8, the respondents rejected the assertion that rates paid to PTC teachers teaching significant numbers of hours are unfair when compared to permanent FT teachers. Any valid comparison must have regard to differences between PTC teachers and permanent FT teachers such as qualifications required; criteria for appointment; hours of work; and, the range of duties required.
32 In response to paragraph 9, the respondents said:
(i) PTC teachers who work significant hours are remunerated fairly when compared with permanent FT and part time teachers;
(ii) the remuneration of permanent FT teachers has been determined on the basis that they work up to a further ten hours on average, depending on the course/subject/module taught, in addition to their 30 hours per week of required attendance;
(iii) earlier Commission decisions have determined that it is an erroneous approach to seek to do a simple arithmetical comparison of hours of attendance. They asserted that that proposition remains valid.
33 Further, the respondents rejected the assertion that PTC teachers "in reality" work on a part time or full time basis. They asserted that the imposition of pro rata conditions would impose attendance requirements on staff affected that they may not be able to meet due to other employment and or due to their family and other carer responsibilities.
34 In response to paragraphs 10 and 11 of the Federation's Grounds and Reasons, the respondents again rejected the assertion that the existing system of remuneration of PTC teachers is unfair.
35 In response to paragraph 12, the respondents asserted the application, if granted, would adversely affect the flexibility TAFE has in employing PTC teachers. It would be administratively cumbersome and inefficient to implement.
36 In response to paragraph 13, the respondents asserted that the application would not establish fair and reasonable conditions of employment nor was it consistent with the wage fixing principles. The feasibility of implementation via necessary payroll and other systems is extremely problematic and, given the complexity, fraught with the risk of unintended error. This is especially so given the expectation that many persons employed as PTC teachers might have a number of separate engagements in any year some of which may attract the claimed "pro rata" conditions whilst others would not.
37 Further, the respondents said the proposed effective creation of the new category of PTC teacher with different conditions to both permanent TAFE teachers and other PTC teachers gives rise to the prospect of industrial disharmony and flow-on claims. The respondents did not require the creation of a new category or classification of PTC teacher.
SPECIAL CASE
38 In the State Wage Case 2003 (2003) 121 IR 446, the special case principle (Principle 10) was expressed as follows (at 469):
Except for the flow on of test case provisions, any claim for increases in wages and salaries, or changes in conditions in awards, other than those allowed elsewhere in the principles, will be processed as a special case before a Full Bench of the Commission, unless otherwise allocated by the President.
This principle does not apply to applications for awards consented to by the parties, which will be dealt with in the terms of the Act, or to enterprise arrangements, which will be dealt with in accordance with the Enterprise Arrangements principle.
39 The principles relevant to determining whether a particular case will warrant the Commission's intervention as a 'special case' were discussed at length by the Full Bench of the Commission in Re Health Employees Pharmacists (State) Award and other Awards (2003) 132 IR 244 and quoted with approval more recently by the Full Bench in Crown Employees (Teachers in Schools and TAFE and Related Employees) Salaries and Conditions Award [2004] NSWIRComm 114. Similarly, we adopt the statement of principles set out in the Pharmacists case.
40 Mr Crawshaw of senior counsel for the Federation submitted that the case brought by the Federation in support of the application is one which is "out of the ordinary", "special" and has "special attributes" such as to warrant its success. We are satisfied that the application fits the requisite criteria to be treated as a special case. A particular factor which we consider makes out a special case is the anomaly and inequity that exists between the remuneration for FT teachers and PTC teachers who teach an equivalent number of hours. A further factor is the demonstrated undervaluation of the work of PTC teachers over a long period.
AWARD HISTORY
41 The Federation provided the following history of the industrial regulation of PTC teachers.
21. The former Industrial Commission first considered the work of what were then called "part time technical teachers" in Re Crown Employees (Part Time Technical Teachers) Award [1951] AR 657. In that case, the Federation made application for a first award setting rates of pay for such teachers. At that time, a regulation made under the Public Service Act 1902 (set out at p.661 of the decision) applied to part time technical teachers, and prescribed their duties as follows:
Part time Teachers.
Remuneration and Hours of Duty
431. A part time teacher shall be required to be in attendance in the class-room at least five minutes before the commencement and at least five minutes after the completion of the lesson.
The wages paid to a part time teacher shall be deemed to cover the duties on which he is engaged during the hours for which he has been authorised to give actual class tuition and all duties incidental to teaching, including attendance in the class-room before the commencement and after the completion of the lesson, setting and marking of term examination papers, assessing and marking students' practical work, preparing special lectures and lecture demonstrations and completing records and returns.
22. In determining the matter, the Commission (Taylor J, President) described the characteristics of the work of part time technical teachers as follows [at 661-2]:
"The hours of work by part time teachers, as can well be understood, are in the evenings, commencing as to some lectures at 5 p.m. and proceeding in some instances to 9 p.m. It has been stated that some lectures conclude at 9.30 p.m. There are a few classes in the Arts Group on Saturday mornings. The part time teacher therefore approaches his evening's work after having himself completed a normal day's work at his usual calling and had before him for instruction a class which, as to the majority of members in such class, has been assembled in similar circumstances."
23. Taylor J also took into account the following factor in determining the appropriate rates for part time technical teachers [at 664]:
"Some time is spent by these teachers in preparation of lectures for classes and in some instances in setting and marking examination papers. I am not able to give an accurate estimate of the time so spent but the evidence inclines me to the view that quite a deal of time is spent in this way over and above the usual lecture hour. This view is supported by the regulation which I have quoted previously."
24. It can also be inferred from the decision that the majority of part time teachers were at this time male: of 22 teachers called to give evidence in support of the claim, 19 were male [pp.659-660].
25. The rates set by Taylor J in the award made by him were hourly rates. His Honour's decision was the subject of an appeal ( Re Part time Technical Teachers' Award [1952] AR 27), which resulted in a reduction to the rates earlier set by him, but the appeal decision did not affect any of the matters referred to above. It should be noted that, both at first instance and on appeal, there was no reference to the hourly rates set for part time teachers as including a component in recognition of leave entitlements.
26. Taylor J's conception of part time teachers as having another occupation which constituted their primary source of income was restated in Re Crown Employees (Technical Teachers) Award [1973] AR 655, in which at p.686 the Commission in Court Session (Beattie J, President, McKeon and Sheldon JJ) said:
"In the technical education system the number of part time teachers greatly exceeds the number of full time teachers. Part time teachers are following another occupation as their main livelihood and therefore it falls on the full time teachers to give part time teachers in the same field assistance in the carrying out of their duties."
27. The next comprehensive re-consideration of the work of part time teachers in TAFE was undertaken by Bauer J in Re Crown Teachers (Casual) Award [1983] AR 672. This case arose out of an award claim made by the Federation which, inter alia, sought to change the basis of remuneration of part time TAFE teachers. Bauer J described the claim as one whereby part time teachers in TAFE would "participate in all the benefits of full time employees on a pro rata basis" [at 673]. However, the claim itself did not seek to apply full time benefits, such as leave entitlement, in a direct way (as does the Federation's current claim). Rather, it sought that all part time teachers be paid an hourly rate which would:
27.1 be based upon the highest rate in the scale for full time teachers;
27.2 include a factor of 30/18 which "recognises the time for preparation, etc., associated with teaching"; and
27.3 include a loading of 41% to compensate for annual leave, annual leave loading, lack of permanency and superannuation, and long service leave [pp.758, 771].
Thus, the Federation's claim with respect to part time teachers in TAFE was ultimately one for substantial increases in the hourly rate.
28. In the course of the proceedings, TAFE presented statistical evidence relating to its use of part time teachers, which may usefully be compared to statistical material presented in the current proceedings:
28.1 In 1981, TAFE employed 5,038 full time teachers and 1,723 part time teachers on a full time equivalent ("EFT") basis. The actual number of part time teachers employed was 6,385 [p.729].
28.2 In 1982, full time teachers had been engaged for 2,559,979 teaching hours, and part time teachers for 1,114,572 hours (i.e. 30.3% of the total) [p.730].
28.3 Of all part time TAFE teachers in the Sydney Metropolitan area:
* 51.2% taught less than 3 hours per week;
* 90.2% taught less than 10 hours per week;
* 5.9% taught 11-15 hours per week;
* 2.6% 16-20 hours per week; and
* 1.3% taught over 20 hours per week [p.753].
28.4 57.1% of part time teachers had other full time employment [p.763].
29. In determining the matter, Bauer J made the following significant findings:
29.1 "Although the terminology used in the TAFE area describes the non-permanent teachers as 'part time', this seems to be a terminology which is historical rather than accurate. It might well be that a closer analysis of the teaching organisation would lead to the conclusion that ' casual' concepts of employment might also be involved. Furthermore, 'part time' workers under New South Wales awards participate in the additional beneficial incidents of full time employment in some proportionate manner. It is to be presumed that the 1974 agreed rates involved some such concept. On the material before me it is not clear how." [p.728].
29.2 "An examination of the evidence of the witnesses in this application leads to the view that the most that could be inferred is that part time teachers, with respect to each hour of face-to-face teaching, perform work of similar value to permanent teachers. The evidence ... indicates that there are duties and responsibilities performed by permanent teachers beyond that of part time teachers" [p.751].
29.3 "It is also probably true that the closer a part time teacher approaches a full time load, the closer the value of that work approaches. But the fact is that less than 10 percent of TAFE teachers are engaged for more than ten hours' face-to-face teaching (see Annexure H)" [p.752].
29.4 It was clear that at the time of the 1950 consideration of rates (i.e. Re Crown Employees (Part Time Technical Teachers) Award [1951] AR 657), part time teachers "almost without exception" had other full time work. However, over the thirty-two years since then, partly because of the substantial increase in non-technical further education, there has been "an increased number of teachers who seek to earn a living by part time teaching" in TAFE. A serious problem for the Commission was "that there was no analysis of the difference between the type of award prescription which should be made for such teachers and those who teach a course either out of civic duty, an immediate need for money, or a complex mixture of motives". [p.752].
29.5 The material presented by the Federation did not allow a determination of appropriate rates once there was a failure to establish a coincidence of the value of work between part time and permanent employees.
29.6 It could not reasonably be inferred that this was an industry which had moved from part time employment to full time employment [p.753]. This finding was based on the statistical evidence referred to in paragraph 27.3 above.
30. Bauer J consequently regarded the primary case of the Federation as not having been made out, and declined to alter the rates of the pay for part time teachers. The Federation appealed Bauer J's decision, but the Industrial Commission in Court Session (Fisher J, President, Cahill and Watson JJ) declined to intervene and dismissed the appeal ((1984) 11 IR 196).
31. In Gurnett & Anor. v Haines (1985) 16 IR 136, the Industrial Commission in Court Session (Fisher J, President, Cahill and Watson JJ) was called upon to consider, in an appeal from a decision of the Chief Industrial Magistrate, whether part time casual TAFE teachers had an entitlement to annual leave under section 4 of the Annual Holidays Act 1944. Fisher and Cahill JJ held that they did not, since the exemption in section 5(1A) of that Act - i.e. that provision had been made for annual holidays for the relevant worker under another Act - applied. The "provision" consisted of a 1960 determination of the Public Service Board made under the Public Service Act 1979 and adopted by the Education Commission under the Education Commission Act 1980, relevantly to the effect that part time employees in TAFE were not entitled to recreation leave. Watson J concluded that the difference in the quantum of hourly rates as between full time and part time teachers "raise the inference" that the rates of the latter were adequately inclusive of a loading for annual holidays.
32. Gurnett v Haines is therefore not authority for the proposition, contrary to the submission made by Mr Devlin on behalf of TAFE, that the hourly rates of part time TAFE teachers historically included a component for annual leave, since the majority held that, at the relevant time, they had no entitlement to annual leave at all.
33. On 13 August 1988, the Commission (Macken J) decided to make an award for part time TAFE teachers which, relevantly, included the following benefits:
33.1 sick leave benefits for all such teachers under section 88C of the Industrial Arbitration Act 1940;
33.2 sick leave benefits, proportionate to those enjoyed by full time teachers, for "half-time part time" teachers - i.e. those whose teaching hours constituted half or more of the weekly face-to-face teaching hours of full time teachers (at that time 9 hours per week or 324 hours per year); and
33.3 short leave benefits proportionate to those enjoyed by full time teachers for "half-time part time" teachers.
34. This decision was the subject of an appeal to the Industrial Commission in Court Session (Fisher J, President, Cahill J, Vice President, Hill J and Redman CC). In its decision ( Re Crown Teachers (Casual) Award (1989) 34 IR 214, the Commission made reference to statistical material which had been admitted into evidence which demonstrated that:
34.1 Of Metropolitan Area part time teachers:
* 50.6% taught 3 or less hours per week;
* 40.4% taught 4-10 hours per week;
* 5.6% taught 11-15 hours per week;
* 2.5% taught 16-20 hours per week; and
* 0.9% taught over 20 hours per week.
34.2 Of country based part time teachers:
* 46.3% taught 3 or less hours per week;
* 40.1% taught 4-10 hours per week;
* 8.9% taught 11-15 hours per week;
* 3.3% taught 16-20 hours per week; and
* 1.4% taught over 20 hours per week.
35. In determining the appeal, the Commission's main findings were, relevantly, as follows:
35.1 The employment of part time teachers by TAFE was, on balance on the available evidence, in the nature of casual rather than part time employment [p.222].
35.2 Section 88C(2) of the Industrial Arbitration Act 1940 did not apply to casual employees, so that the Commission was not required to award sick leave entitlements to TAFE part time teachers [pp.225-6].
35.3 The majority of part time teachers are engaged in other full time employment which would give them an entitlement to at least one week per annum. There was little, if any, merit in an award of sick leave to casual or part time employees who are already entitled to it by virtue of other full time employment [p.226].
35.4 The position of the part time teacher who worked substantial hours in each year and was solely reliant upon his or her earnings from TAFE was, as a matter of merit, to be viewed differently. The issue was to determine the number of teaching hours per year beyond which a part time TAFE teacher might reasonably be presumed to be solely reliant on his or her TAFE earnings, and be regarded, from an overall work content and work value point of view, as compared with a full time teacher, as warranting some pro rata entitlement to sick leave [p.227].
35.5 The Commission assumed that a full time teacher would work about 1400 hours per annum - i.e. in excess of the award hours of attendance. Proceeding on the basis that, for part time teachers, each teaching hour involved an additional half hour of incidental work (which was an estimate made by the advocate for the Federation and, apparently, not a matter established by evidence), the Commission concluded that a part time teacher working half the hours of a full time teacher would be teaching 13 hours per week or 468 hours per annum. It concluded that part time teacher teaching 468 hours per annum could reasonably be presumed to be solely dependent on his or her TAFE earnings and entitled to some reasonable pro rata participation in sick leave benefits [pp.227-8].
35.6 Having regard to the wage fixing principles and the cost, the Commission determined to award part time casual employees who worked 468 hours per annum two weeks' sick leave per year on a pro rata basis [p.229]
35.7 In all of the circumstances, including the nature of the employment and the purpose of short leave, the grant of short leave to part time teachers was determined not to be appropriate [p.229].
36. In 1995, the Federation and TAFE entered into an enterprise agreement under the provisions of the Industrial Relations Act 1991 to apply to part time casual teachers (as they were now described for the first time), coordinators and counsellors. Up until that time, the remuneration of part time teachers had been by way of hourly rates without any specific reference to the relationship of such rates to the salaries of full time teachers or to any loading in the rate in recognition of the casual nature of the employment. The 1994 Enterprise Agreement changed this. In clause 5 [pp.3-4], it provided that the hourly rates were based on a formula "based for administrative convenience", which took the hourly rate for full time teachers on step 4 (the then highest step in the scale) and applied to it a "ratio" of 1.3475 (i.e. a loading of 34.75%). Lower ratios applied to for coordination /consultancy duties and for duties other than teaching, thus resulting in lower hourly rates for these duties.
37. However, there was no "science" in this administratively convenient formula. Ms O'Halloran, the President of the Federation, gave uncontested evidence that the formula was calculated on the basis of the amount of funds which TAFE had made available to settle the enterprise agreement negotiations. This formula is the same as that found in clause 60.4 of the current Award.
38. The award which replaced the 1994 enterprise agreement ( New South Wales TAFE Commission Teachers and Other Educational Staff - Salaries and Conditions Award 1996 298 IG 202) [Ex 15 Tab 9] included provision (clause 46) reserving leave for the Federation to apply in respect of "part time casual teachers in relation to conditions of employment" [p.244]. The Federation subsequently filed an application which, inter alia, sought that part time casual teachers who had taught a program of eight or more hours a week averaged over each semester for two years be appointed to permanent employment [p.4]. A preliminary jurisdictional objection was raised by TAFE, namely that section 19 of the Technical and Further Education Commission Act 1990 deprived the Commission of jurisdiction to consider the claim. This jurisdictional objection was upheld by the Commission (NSW TAFE Commission (Teachers and Other Educational Staff) Salaries and Conditions Award 1996 , 20 May 1999).
39. The 1996 award was replaced by the Crown Employees (Teachers in Schools and TAFE and Related Employees) Salaries and Conditions Award 2000 327 IG 582 (the Award). The Award reserved leave to the Federation to make an application, not before July 2003, to vary the conditions of part time casual teachers in respect of the conditions of full time teachers [clause16, p.598]. The current application was brought pursuant to this provision.
42 The respondents "for completeness" referred also to the Teachers - Technical Education Award case (1969) AR 29 and to the Technical Teachers - Hours Case (1977) AR 121.
43 The respondents' submissions on these cases were as follows:
In the latter case Dey J reviewed the work load of permanent full time technical teachers and noted one of the difficulties in the case was the degree of generalisation from the specific which had to be made (p. 165). In that case Dey J noted the Federation submitted "… that in general the hours which the teachers have to put in 'are getting at least to 10, if not more in some instances' above the 30 hours of attendance. " (p 164). He noted at p 166 that:
"The necessity to devote time to preparation, marking and other miscellaneous tasks outside school hours is an accepted feature of a teacher's occupation. The time required for preparation inevitably varies greatly according to a number of factors, including the nature of the subject taught, changes in the range of knowledge in the field, the degree of experience of the teacher, lack of familiarity with the subject being taught, the extent to which the course is being repeated, the availability and suitability of previously prepared material and developments requiring revision of previous lessons, the quantity and quality of the ancillary support available and the personality and degree of dedication of the teacher."
And at 168 he stated:
"The matter is one of considerable complexity. As I have already observed, there are a number of variables affecting teachers individually, and the pressures on them have peaks and troughs. The very nature of the occupation, the great range of activities and the differing context in which the work is performed all make it virtually impossible to discern any clear pattern of demand on the general body of teachers."
These factors have equal application today.
44 The further submissions of the respondents on the issue of Award history were as follows:
The respondents refer to paragraph 32 of the Teachers Federation's submissions and note that the decision in Gurnett v Haines clearly established that part time casual teachers' rate is assumed to include a component for annual leave. As Watson J. said there was such an inference and that inference has been acted upon by the parties subsequent to that decision up to the present time: (see also Re Crown Employees (National Art School) Case [1998] NSWIRC 660.
The respondents refer to para. 36 of the Teachers Federation's submissions and note that in fact the parties entered into an enterprise agreement with effect from 31 December 1994. That enterprise agreement had 2 chapters, the first dealing with general conditions and the second dealing with teachers and other educational staff. The agreement was to be known as the "NSW TAFE Commission Enterprise Agreement". Clause 20 of Chapter 2 made provision for "permanent part time work" for TAFE teachers. Clause 20.4 provided that permanent part time work would only be available for "no less than 9 hours and no more than 16 hours per week face to face teaching, plus professional development time, plus incidental time". Clause 20.2 provided that permanent part time teachers of TAFE were to be entitled to conditions as set out in Appendix B3 of the Agreement that generally involve all conditions enjoyed by permanent full time teachers of the same classification on a pro rata basis determined by the hours worked each week by the permanent part time staff. In Appendix B-3 Clause 4.6 defined the duties of permanent part time positions. It relevantly provided that teaching staff are to be allocated work on the basis of what could be realistically covered by the agreed hours. The amount of work was to be proportionate to the full time equivalent. Clause 4.13 set out a scale to determine teaching loads which depended on the number of part time hours worked. For example, if the hours per week for the part time teacher were 15 then that would involve a teaching load of 10 hours per week plus 5 hours of incidental.
The respondents refer to paragraph 38 of the Teachers Federation's submissions which make reference to the NSW TAFE Commission Teachers and Other Educational Staff – Salaries and Conditions Award, 1996. It is relevant that Clause 2 Dictionary included the following definitions:
2.27 "Part-time Casual" in Clause 36 means educational staff engaged on an hourly basis by the Commission, including teachers, coordinators and consultants.
2.28 "Part-time Staff" means those staff employed to work less than full time hours for a classification or for less than the full year.
2.29 "Permanent Part-time Work" means employment which is undertaken for less than the full ordinary working hours per week for the classification on a continuing basis for set and regular hours. The rate of pay, all conditions and leave entitlements of a permanent part-time staff member are on a pro rata basis."
There was no separate additional provision dealing with the conditions for permanent part time work, presumably because it would have been assumed the definition dealt with the matter. Those definitions were repeated in the 1999 reviewed award but (except for the definition of part time casual teacher) were deleted from the 2000 Award.
45 In summary, the Federation submitted that, although the fundamentals of their method of remuneration has not changed, the characteristics of the work that PTC teachers perform has changed significantly.
46 The respondents, on the other hand, claimed that ongoing arbitral review and regular periodic consent variations of the work of PTC teachers ensured that the conditions of employment applicable to them were fair and reasonable. They submitted that the work as set out in clause 59.7 of the Award has changed little since the 1951 review.
THE FEDERATION'S CONTENTIONS
47 The Federation's claim was based on the following contentions:
1. The employment of a large proportion of part time casual TAFE teachers is not genuinely casual in nature, but is more analogous to full time or part time employment. This arises from their engagement on a regular basis over a number of years to perform a significant number of hours of work such as to make TAFE their primary or only source of income.
2. It is industrially inappropriate that such employees be denied the range of leave entitlements available to full time and part time employees, or that they be regulated as if they were casual employees when in actuality they are not.
3. Part time casual teachers, who are predominantly female, perform work which is equal or comparable in value to that performed by full time teachers, who are predominantly male. However, their remuneration and conditions of employment are significantly inferior to those of full time teachers.
4. In light of the above, the current remuneration and conditions of employment of part time casual teachers provided for by the Award are not fair and reasonable as required by section 10 of the Industrial Relations Act 1966 ("the Act"), nor do they provide equality with the remuneration and conditions of employment of other employees under the Award whose work is of equal or comparable value as required by section 23 of the Act.
5. The Federation's application if granted, would:
• provide for an appropriate form of industrial regulation for part time casual teachers whose employment is analogous to that of full time or part time teachers;
• remove the inequality in remuneration and conditions of employment as between part time casual and full time teacher;
• provide for fair and reasonable remuneration and conditions of employment for part time casual teachers consistent with section 10 of the Act, and also bring such remuneration and conditions of employment in conformity with section 23 of the Act; and
• retain for TAFE the current operational flexibility associated with the use of part time casual employees.
THE EVIDENCE
48 The witnesses called by the Federation in support of the application were Dr James Guthrie, Professor of Management at the Macquarie Graduate School of Management and Dr Anne Junor, Lecturer in the School of Industrial Relations and Organisational Behaviour in the Faculty of Commerce and Economics at the University of New South Wales, called as expert witnesses, as well as Maree O'Halloran, President of the Federation and the following teachers:
· Dianne Sykes, PTC teacher, Maitland and Wyoming
· Karen Armin-Grimm, PTC teacher, Granville
· Dianne Mullin, PTC teacher, Randwick
· Terry Keeley, PTC teacher, North Wollongong
· James Heather, PTC teacher, Moss Vale and Campbelltown
· John Woodcock, Head teacher, Coffs Harbour
· Katherine Nicholson, Head teacher, Inverell
· Jeanette Barnes, PTC teacher and co-ordinator, Tamworth
· Elizabeth Doyle, PTC teacher and co-ordinator, Bega
· Elizabeth Gewandt, PTC teacher, Meadowbank
· Dennis Nolan, PTC teacher, Campbelltown, Granville and Nepean
· Noelene Milliken, FT teacher, Wagga Wagga
· Robert Long, Head teacher, Wollongong and Dapto
· Harold Albani, Senior Head teacher, Ultimo
· David Carey, PTC teacher, Lismore and Wollongbar
· Catherine Bindels, PTC teacher, Coffs Harbour
· Rhiannon Noltorp, PTC teacher, Hunter
· Paula Reilly, PTC teacher, Hunter
· Kaylene Chamberlain, acting FT teacher, Lismore
· Howard Bell, PTC teacher, Granville
· Joanne Day, PTC teacher, Hornsby
49 In response, the respondents called expert evidence from Dr James Athanasou who is Associate Professor, Faculty of Education at the University of Technology, Sydney and called evidence from:
· Robin Shreeve, Deputy Director General TAFE
· Graham Devlin, Deputy Director TAFE NSW Northern Sydney Institute
· Graeme Dobbs, Relieving Executive Director TAFE
· Marie Persson, Director, Sydney Institute TAFE
· Neil Black, Director, North Coast Institute TAFE
· Barry Peddle, Director, Illawarra Institute TAFE
· Ian Gillespie, Director, Financial Accounting, Department of Education and Training
· Kenneth Dixon, General Manager of Finance, Department of Education and Training
50 In addition, the Intervenor presented evidence from John Pierce, Secretary to the New South Wales Treasury.
51 Generally speaking, the teachers called to give evidence were highly qualified and experienced within their respective fields of expertise. A 2001 Australian Education Union research report by Michaela Kronemann, TAFE Teachers: Facing the Challenge, quoted by Dr Junor in evidence, said that 64.6 per cent of casual TAFE staff held a degree or postgraduate qualification in education, as did 75.7 per cent of permanent staff.
52 We note that the Award sets out the qualifications required of a TAFE teacher at clause 52, Qualifications for Appointment. There is no Award differentiation between the qualifications required for a FT teacher and those required for appointment as a PTC teacher.
53 An analysis of records of employment, provided as part of the facts agreed between the parties, provided the following table of teaching hours recorded by PTC teachers who were witnesses in the proceedings. The number of years reflects only employment since 1990, since computerised records were not available prior to that time.
Name Average hours over last 3 years No of years employed by TAFE since 1990 Average overall
J Barnes 718.33 12 615.40
H Bell 202.83 13 171.19
C Bindels 716 6 531.25
D Carey 817.33 10 742.80
K Chamberlain 805.83 7 671.50
J Day 576.5 12 573.5
E Doyle 648.66 13 511.84
E Gewandt 390.09 7 342.43
S J Heather 708.66 8 644.08
T Keeley 655.50 7 552.78
D Mullin 626 13 455.14
D Nolan 365.69 13 175.46
R Noltorp 514.83 13 146.86
P Reilly 760.06 8 506.25
D Sykes 601.96 9 268.96
54 The agreed records of employment show that a number of PTC teachers have taught in excess of a full time teaching load (684 hours) and have been employed by the respondents each year over many years. Others have taught "a significant number of hours" "over a number of years". Whether these witnesses represent "a large proportion" of PTC teachers is not entirely clear. There was no reliable quantitative data on this issue presented in evidence. However, it is clear that there is a body of teachers classified as PTC who teach a large number of teaching hours when compared with FT teachers, and some have done so over a number of years.
TEACHING DUTIES
55 A FT teacher teaches 19 hours a week for 18 weeks over each of two semesters per year, a total of 684 teaching hours. In all, the FT teacher is required to attend for 30 hours per week during the 36 weeks of semester, including teaching hours, and for an additional five weeks of non-teaching duties.
56 Clause 59, Working Conditions - Part Time Casual Teachers, Coordinators and Counsellors in TAFE sets out the conditions for PTC teachers and others and includes the formula by which the PTC teachers are paid. The duties of a PTC teacher are set out at clause 59.7 and read as follows:
Duties - 59.7.1 The rate paid for part time casual teachers is for the duties on which part time casual teachers are engaged during the hours for which they have been authorised to undertake direct teaching activities and performance of related duties including:
· attendance in the classroom before the commencement and after the completion of class;
· setting and marking of class tests;
· assessing and marking students practical work;
· preparing special lectures and lecture demonstrations;
· completing records and returns;
· setting and marking assignments;
· initial recording of results;
· familiarisation with the syllabus;
· organisation of lesson plan;
· preparation of lesson notes, and teaching aids;
· making copies of notes; and
· preparation for practical work, drawing and practical exercises.
57 PTC teachers are paid for face-to-face teaching in accordance with the formula set out in clause 59.7.1, which assumes that teachers perform certain duties incidental to teaching. The evidence revealed that all the PTC teachers who gave evidence do work beyond that set out in clause 59.7.1. The duties said by the various witness to be a part of their duties, being either necessary for the performance of their duties or "expected" to be done, include:
· interview select and enrol students
· prepare programmes and lessons
· liaison with industry teachers, counsellors and case managers
· attend staff meetings
· maintain roles
· develop resources
· order text books
· arrange excursions
· counsel students (educational and vocational)
· telephone absent students
· arrange work experience
· assess and mark students' work
· record results in rolls and on results sheets
· archive accountable documents
· produce playlets, mini-theatre, role plays and short video clips
· familiarisation with the syllabus
· initial student inductions
· researching and gathering information for the lesson
· preparing that information into relevant session plans
· photocopying resources and student handouts
· marking assignments
· attending each class before and after sessions
· assessing and marking student's practical work
· assessing vocational and educational training (VET) students while they perform work placements duties (attend staff meetings)
· follow up work such as phone calls, letters and emails with students out of hours
· security and care for young VET students out of class hours
· compiling and documenting necessary paperwork for TAFE and Board of Studies, especially for VET students
· colleague induction
· curriculum
· writing references for potential employment or further education
· immigration/overseas students' attendance reports
· liaison with galleries, museums and libraries to organise and schedule excursions for students
· altering the delivery of modules to allow for a range of special needs like language, physical and/or intellectual disabilities
· attending student graduation ceremonies
· attend staff meetings
· mentor new part time casual teachers
· organising tutorial times for students where extra help is needed or where assessments have been missed
· paperwork and administrative work relating to ever increasing work requirements
· answering customer course inquiries
· ordering replacement paper/toner/stapler cartridges for photocopiers
· replacing printer cartridges
· develop orders for consumables for practical classes
· contact employers to notify of apprentice or trainee absence from class
· travel to teaching venues distant from normal place of employment
· assist with the evaluation and introduction of revised training packages
· attending Board of Studies curriculum update meetings
It was conceded that not all FT teachers or all PTC teachers attend to the entire range of duties listed.
58 Similarly, PTC teachers employed as coordinators noted that work included a range of tasks. Ms Mullin provided the following list:
· enrolment of students
· interviews with students
· counselling on course matters
· attendance at disciplinary procedures for wayward students
· parent interviews
· attendance checks
· administrative duties
She said:
I was paid six hours per week as Coordinator but estimate I spent ten hours a week on these matters.
59 Ms Chamberlain gave evidence that course coordinators are required to apply for funding for courses, a task which takes several hours.
RELATED DUTIES
60 The Award provides that PTC teachers teaching a minimum of 18 hours per week in any one institute may be granted an average of 1.5 hours per week (to a maximum of 54 hours over 36 teaching weeks) for related duties with payment at the teaching duties rate where, in the opinion of the TAFE management delegate, the number of full time teachers available is insufficient to carry out essential work. The evidence in relation to the payment of the additional 1.5 hours to teachers teaching a minimum of 18 hours showed that the practice varied between institutes. While some teachers said that their head teacher paid them this amount, others said that it was withheld.
61 The following extract from the cross-examination of Ms Mullin provides a relevant example of practice as evidenced by a number of the witnesses:
Q. From time to time there are staff development options that you can avail yourself of, if you so wish.
A. Yes.
Q. And that is a matter of choice on your part?
A. I have asked to be paid, Mr Benson, and have received the reply that full-time teachers are expected to attend these and pass on the information. And since there's never any facility for them to do so, I find, if I want to find the information out, I need to go myself. For my group of students, it's important that someone goes.
Q. But it's a matter of personal choice in any particular situation?
A. It's a personal choice that benefits my employer, Mr Benson.
62 Ms Nicholson, a Head Teacher, was previously employed as a FT teacher (mid-1995 to 2000) and as a PTC teacher (from 1992 to mid-1995). The Access Faculty has one Head Teacher, three FT teachers and approximately 20 PTC teachers who deliver 65 per cent of the teaching. She said:
As an experienced teacher, I spend about an hour in preparation for every hour that I teach. It is no different for part time casual teachers in my experience. Indeed, for new part time casual teachers that preparation time may escalate, particularly where it requires preparation of contemporary resources and set up of computer technology. My part time casual teachers regularly deliver more than one module in a classroom to clients of different skill levels.
63 As to the Award provision that allows that payment may be made for Related Duties, Ms Nicholson said she was unable to pay the amount because of budgetary constraints. She said:
I am unable to pay the related duties as the money would come out of the section's course hours. Our course hours have been cut over the last few years.
64 Ms Barnes gave evidence that none of the PTC teachers where she worked received the payment for related duties, although several worked more than 18 hours per week.
DUTIES OTHER THAN TEACHING
65 The Award allows for the payment of a specified rate for Duties Other Than Teaching ("the DOTT rate"), being duties other than teaching (or related duties as defined above) and coordination. The circumstances in which the DOTT payment is made are not set out in the Award.
66 The evidence related to the duties other than teaching ("DOTT") rate was that PTC teachers received this payment differently. Mr Albani, a senior head teacher, said that he paid the DOTT rate to PTC teachers for induction, orientation and mentoring of new teachers up to a maximum of 10 hours, for the testing associated with assessment for Recognition of Prior Learning, for entering assessment records on the computer and for overseeing enrolments. Mr Albani stated that he had been admonished by management for using too many part time teaching hours, because payments at the DOTT rate come out of the teaching budget.
67 By contrast, Ms Armin-Grimm gave evidence that payment she claimed for time spent entering assessments on the computer records were deducted from her ordinary teaching hours claim. She was a member of the induction team and attended prize-giving nights and staff meetings, without payment. Ms Doyle, for one semester, was paid four hours at the DOTT rate for unspecified duties.
68 Ms Nicholson's comments in regard to the Award facility to make payments to staff at the DOTT rate for attendance at staff meetings were similar to her comments about payment for related duties. She gave evidence that "there is no extra money in budgets to pay staff for meetings. The money comes out of course delivery hours."
69 Ms Sykes, a PTC teacher, said:
I rarely attend staff meetings as I am usually unavailable and therefore not included in the decision making in the sections in which I am employed. On one occasion when I was free to attend a staff meeting in a particular section I asked my supervisor if part time casual teachers were to be paid for their attendance. I was told there was no money in the budget for this. I did not attend the meeting and was told later the meeting was really only an information session.
70 Further, Ms Sykes gave evidence that:
At the commencement of a semester one year, my part time casual colleagues and I were asked to agree to a 15 minute reduction in wages for every three hours taught over the semester, to maintain employment. We agreed, as we did not wish to be responsible for a colleague losing their work.
71 Another PTC teacher, Ms Reilly, gave evidence as follows:
I have travelled between colleges to work on the same day. At present I do this one day a week and this usually takes me between 50 minutes to one hour. As a part time casual teacher I am not paid for this, however, a full time teacher is. I am also not paid for travel to staff development courses. In 2002 I attended two staff developments in Newcastle. One of them was not a teaching day but it was expected that I attend. That day consisted of two hours travel and approximately four to five hours of learning. I was not paid for any of this. A full time teacher is paid for both.
72 Under cross-examination, the following exchange occurred between Mr Benson, counsel for the respondents, and Ms Reilly:
Q. Attendance at meetings when required. You say rarely are you paid, but obviously you are paid from time to time.
A. From time to time, yes.
Q. Is it the case that at those meetings you're required to attend?
A. We're asked to go to all meetings. Say, if the meeting goes for two or three hours, we're normally paid for one.
73 Ms Milliken, a FT teacher who has previously worked as a PTC teacher, said:
In my section part time casual teachers are required to carry out the same duties as full time teachers. They are given full responsibility for enrolment, course administration, student contact, community liaison and so on. Duties related to teaching are sometimes paid for at the Duties Other Than Teaching (DOTT) rate and these might include setting up and coordinating a new program; supporting other part time casual teachers; assisting with lesson planning; liaising with outside agencies and completing end of course paperwork required for outside funding sources. However, the hours paid never cover the work done. The use of computerised enrolment records (CLAMS) is another activity that means part time casual teachers give unpaid time to the section. I estimate that the part time casual teachers are doing up to five hours of unpaid work in the section each week and this is apart from the preparation and marking they would be doing at home. The biggest complaint I hear is the number of unpaid hours part time casual employees put in attending planning meetings, student welfare discussions, program coordination, completing paper work associated with the administrative aspects of enrolling students, accessing the computerised administrative system that we have in Wagga Wagga and answering emails.
74 Further, she said:
Part time casual teachers are not entitled to any payment to attend staff development activities outside their teaching hours but they are expected to attend anyway. For compulsory training such as child protection, staff have been given a video and an information booklet and asked to do the training in their own time.
75 Another PTC teacher of long standing, Mr Keeley, said that:
My employment does not begin until two weeks into the teaching year; I do not get paid during holiday periods rarely get public holidays and my employment ceases two weeks earlier than permanent teachers at the end of the year. Theoretically, but never practically, my marking, recording of final results and other office work should all be completed by this time.
CONSIDERATION OF WORK PERFORMED
76 The Federation's contention was that work was either required or expected beyond that which was set out in the Award. While the evidence showed that this view was not uncommon amongst teachers, there was not any evidence put to show that the respondents carried an expectation that work be performed beyond that set out in the Award. It is not necessary for us to consider which duties are required to be performed. Rather, we are to consider the question of whether the work of PTC teachers who are the subject of the application are adequately remunerated. This requires a comparison of the combined aspects of work, payment and other conditions or benefits, between the subject group and FT teachers.
77 PTC teachers who teach a minimum of 18 hours a week in any one institute may be paid for an additional 1.5 hours per week, and be apportioned a part of the FT teaching duties. However, this may not occur. They may be paid the DOTT rate for attendance at staff meetings, but are not otherwise compelled to attend such meetings. The evidence was that some PTC teachers are involved in Recognition of Prior Learning, and may be paid the DOTT rate for this task.
78 Ms Day, among others, noted the changes in duties and responsibilities over time. In 1983, Bauer J found that the evidence showed that "there are duties and responsibilities performed by permanent teachers beyond that of part time teachers". While that is still the case, we find that there is no longer such a significant difference for the group of PTC teachers to whom this application applies, except for those duties which would normally be performed in the non-teaching weeks at the commencement and following the end of each teaching semester, to justify the level of wage discrepancy that currently exists between them and their FT colleagues.
79 A FT teacher is required to attend for five additional weeks per year before and after the teaching weeks and to perform certain duties including enrolment, administration, industry liaison and consultancy duties. It seems to us that any additional payments made to PTC teachers require additional hours of attendance and may be offset by the work performed by FT teachers during the five non-teaching weeks. The evidence of a number of PTC teachers went to the need for home offices, or the need to work from home, to attend to duties related to teaching and we are satisfied that the hours of work required of PTC teachers is similar, if not equivalent, to the hours of attendance required of FT teachers during the teaching weeks, when the same number of teaching hours is required.
80 In all, we are satisfied that the work performed by PTC teachers who are the subject of the application is comparable to that of FT teachers, to the extent that it is substantially similar to that of FT teachers during the teaching weeks.
PAY EQUITY ISSUES
81 Dr Anne Junor is a Lecturer in the School of Industrial Relations and Organisational Behaviour at the University of New South Wales. Her principal professional activities are in the areas of teaching, research training, expert commentary, administration and research, with specialisations in the areas of non-standard employment, diversity and pay equity for the last 11 years and public sector employment relations for three years.
82 Dr Junor noted that there is little published statistical data on PTC TAFE teaching. In preparing her evidence, she relied on the statistics that were available as well as quantitative evidence drawn from recent surveys of PTC teachers and transcripts of interviews with 35 PTC teachers and others.
83 Dr Junor's analysis of the available data showed an increased casualisation of TAFE teaching, confirmed in a number of documents including the Final Report of the Vinson Public Education Inquiry and the 2002 agreement between the Federation and the Minister for Education and Training on staffing in TAFE. She stated her belief that it is likely that "at least 18 per cent of PTC teachers have relied for their primary income, often for a period of years, on insecure hourly-paid work and short-term engagements, lacking pro-rata entitlements".
84 From her survey of academics, Dr Junor found that discontinuity of employment was a concern for 73 per cent of those interviewed, not receiving sufficient notice of re-engagement was a concern for 59 per cent of respondents and the impact of income insecurity on family life was an issue for 54 per cent of them. Dr Junor found these and other issues echo the issues raised in one-to-one and group interviews with TAFE teachers, indicating that they apply equally to PTC TAFE teachers.
85 Dr James Athanasou is, as we have noted, Associate Professor of Education at University of Technology, Sydney. His speciality is in the field of measurement and evaluation, especially in relation to employment, education and training. He has been involved in industrial, organisational and vocational fields since 1973, in both private industry and the public sector.
86 In his report on the evaluation of research evidence provided in Dr Junor's affidavit, Dr Athanasou questioned the generalisations made by Dr Junor across the PTC teaching workforce, arising from the limited sources on which she relied. He said:
On the basis of the information available to me, it would appear that there is a substantial proportion of female part-time employment within TAFE. This mirrors the pattern in the general population but is less segregated than in the overall workforce or even within the education sector. There is evidence to suggest some potential anomalies in the management or administration of some part-time employment within TAFE. This is to be expected in a Statewide part-time labour force of some 15,600 employees and the Affidavit may be helpful in highlighting areas for potential improvement. Nevertheless, the continued existence of part-time employment within TAFE over some 50 years points towards its utility and necessity for the provision of vocational education and training in New South Wales but this is really a matter for government educational policy. The involvement of 15,600 employees working a total of 3.2 million hours also attests to the popularity of this form of employment. The inferences of widespread gender inequity and exploitation of part-time employees from the three sources of evidence cited in the Affidavit are suspect and any generalisations to the entire New South Wales part-time TAFE labour force are fraught with difficulties.
87 Notwithstanding Dr Athanasou's questioning of the generalities of Dr Junor's findings, we are satisfied that "at least 18 per cent of PTC teachers have relied for their primary income, often for a period of years, on insecure hourly-paid work and short-term engagements, lacking pro-rata entitlements", as that figure was based on available data rather than her research. The concept, although not the figure itself, is further supported by the evidence of other witnesses, as outlined earlier in this judgment. We accept that at least 18 per cent of PTC teachers rely on teaching as their primary income, insecure as it is, often for a period of years.
88 It follows from this fact that there is a real difference between the reliance of PTC teachers on teaching as their primary source of income, rather than occurring after "a normal day's work at his usual calling" as was the case in 1951 or that PTC teachers were "following another occupation as their main livelihood" as in 1973. Of course, there are doubtless a large number of PTC teachers who continue to rely on some other primary source of income. However, it is necessary that all PTC teachers receive remuneration for the work performed, whether or not it is a primary source of income, which is fair and equitable.
89 A number of PTC teachers expressed concern about the instability and inadequacy of their income levels. One teacher who averaged 808 paid hours per year over the last three years received the Supporting Parent Benefit during the non-teaching weeks to supplement her income. Another revealed that she applied for and received unemployment benefit during vacation breaks. Another gave evidence that she worked for 10 different employers in 2002, including two departments of TAFE.
90 The inequity of salaries when compared with salaries of FT teachers was illustrated by examples of teachers who were paid for an equivalent number of hours of face-to-face teaching or coordinating as that required by FT teachers, but whose remuneration was significantly less. For the purpose of comparison, it was established that a FT TAFE teacher was required to teach 19 hours, with an additional hour set aside for professional development and a further ten hours required to attend the College for the purpose of ancillary duties, over each 18 week semester. Thus the face-to-face teaching hours of a FT teacher are understood to be 19 hours per week or 684 hours per year.
91 The evidence revealed the following income for a number of PTC teachers in 2002:
Name Hours taught Income
K Armin-Grimm 475 $22,461
J Barnes equivalent full time $35,897
C Bindels 621.5 $29,023
K Chamberlain 882 $35,136
J Day 598.5 $27,725
E Doyle 680.5 $35,000
J Heather 775 $38,740
D Mullin mostly 18 x 36 $31,757
R Noltorp average 15 x 36 $28,526
P Reilly 768 $36, 482
D Sykes 630.5 $29,875
92 In final submissions, the Federation stated that the salary of a full-time teacher, prior to the interim salary increase awarded in December 2003, was $58,992. It was submitted that a PTC teacher who worked equivalent number of face-to-face teaching hours with the obligation to perform related duties, attended for five additional weeks and performed 30 hours of duties other than teaching, was paid $40,791, that is, 31 per cent less than a full time colleague. The Federation's submission is validated to some extent by the figures in the table above, but a precise comparison between PTC and FT teachers' salaries is not available. On the evidence, we accept that there is an inequity when a comparison is made of the work of PTC and FT teachers during teaching weeks.
93 As regards travel, there was evidence that it was "extremely difficult" for PTC teachers to access a TAFE vehicle, even when required to fulfil duties which satisfied the nominal requirement for a TAFE vehicle. Ms Bindels, a PTC teacher of Staff Training, Workplace Assessor, Communications and Retail, gave evidence as follows:
In one area in which I teach, I believe that I am particularly exploited and, because my duties have not yet been properly defined, I feel I have no recourse to complain. During the time when my students are on work placement, a mandatory part of their curriculum, I am expected to travel from workplace to workplace assessing on-the-job trainees and I do not get a meal allowance or a travel allowance, nor am I permitted, as a part time casual teacher, access to a TAFE car. The Board of Studies requires that I spend one hour with each student assessing them. In 2002, preparation for work placement alone took 10 hours during which time I made numerous phone calls; found work placements for the students; attended to paperwork and prepared students for their duties and employer expectations. I had 17 students in this particular class. I travelled 100 kilometres and spent 35 hours assessing. I was paid a total of four hours only. When I confronted the Head Teacher about this, I was reluctantly given four more hours. Two weeks later, the last class of the year was cancelled, thus my section recouped the four hours extra given to me. This year I will have 10 students. I will again only be allotted four hours pay.
94 Ms Bindels was not the only witness to talk of classes being cancelled prior to the expected end of the semester. We note the Award provision set out in Clause 59 at 59.12, Class Cancellation allows, in effect, for any class to be cancelled without reason and without payment to the PTC teacher so long as at least two hours notice is provided. Clause 59.12.1 reads as follows:
Where a part time casual teacher reports for duty on any day on the basis of a request by an authorised officer and then is advised that their services are not required or receive less than two hours notice of cancellation, the teacher shall be entitled to receive payment for the scheduled duties.
95 Ms Reilly gave evidence about the lack of travel allowance entitlements for PTC teachers. She said:
In 2002 I attended two staff developments in Newcastle. One of them was a teaching day and I was paid for my normal teaching hours. The other was not a teaching day but it was expected that I attend. That day consisted of two hours travel and approximately four to five hours of learning. I was not paid for any of this. A full time teacher is paid for both.
WORKFORCE FLEXIBILITY ISSUES
96 The increased use of PTC teachers over recent years was noted in evidence. In 1982, 90.2 per cent of all part time TAFE teachers in the Sydney Metropolitan area taught less than 10 hours per week and 1.3 per cent taught over 20 hours per week. In 1989 this figure was 91 per cent teaching up to 10 hours per week and 0.9 per cent over 20 hours. In 2002 the figures given in evidence by Graeme Dodds, the Relieving Executive Director, TAFE, were not strictly comparable at the 10 hour level (66 per cent taught less than 8 hours and a further 10.1 per cent taught 8 to less than 12 hours), but showed that 9.8 per cent of PTC teachers taught 20 hours or more per week.
97 The evidence of Mr Peddle, the Director of the Illawarra Institute of TAFE, was that it was more economical to employ a PTC teacher than a FT teacher, and that cost was a relevant factor in deciding to engage a PTC teacher. Mr Keeley, the chairperson of the Federation's Part Time Casual Special Interest Group, gave evidence as follows:
Many part time casual teachers have reported to the group that they have been requested to work extra hours unpaid by supervisors who cite insufficient funds. Often, such teachers have reported to the group that they are placed in the invidious position of either requesting payment for these hours or seeing courses cut and students suffer.
98 Some teachers who wished to gain employment as FT teachers noted an additional difficulty. The evidence revealed that PTC teachers are not eligible to apply for positions that are advertised internally, but only for those that are advertised externally. The rate of advertising of FT teaching vacancies was particularly low. One PTC teacher, Ms Doyle, said she "lived in hope of finding permanent work during the last 15 years". Another, Ms Barnes, said there has only been one FT position advertised in the section where she works over the last 12 years. Ms Noltorp said that at least ten PTC teachers applied for a temporary/permanent half-time position advertised within her department. Ms Reilly said that no positions had become available on the Central Coast in her area of teaching since she was employed as a PTC teacher in 1995.
99 Mr Dodds gave evidence about the dynamic, demand-driven nature of TAFE service provision and the resultant pressures on workforce planning. The flexibility is maintained by "a carefully managed balance" of the appropriate contributions of expertise and experience of PTC teachers and permanent teachers. The wide variety in the ratio of PTC to permanent teachers across course areas reflected the relatively stable industry demand in traditional and well-established areas such as panel beating, architectural drafting, electrical trades, metal fabrication and plumbing, compared with the less traditional and more recently evolving areas of TAFE course provision such as welfare, adult basic education, information technology and nursing studies.
100 We consider that the application by the Federation does not necessarily interfere with the capacity of the TAFE Commission to manage its workforce in a flexible way in so far as it sets no limits on either the numbers or proportions of teachers to be employed on a FT or a PTC basis, nor does it set any other restriction or hindrance on the employment of PTC teachers. In our view, the outcome of the application, if successful, would be to change the remuneration and access to leave in such a way as to remove any inequity as might currently exist in the employment of PTC teachers. If it removes a financial incentive for the respondents to prefer to employ PTC teachers to permanent teachers, the TAFE Commission remains free to continue to apply the principles which provide it with the flexibility in workplace planning that it requires.
101 We note too that the Award is not inflexible in terms of the work that can be undertaken by PTC teachers. Mr Woodcock referred to work performed by PTC teachers as "additional work outside the guidelines of the award", but the Award allows for payment at the DOTT rate without specifying any limitation to the range of duties that might be performed. While the Award does not require PTC teachers to perform duties beyond those listed at clause 59.7, the lack of payment for duties other than teaching is, in our view, a budgetary consideration rather than a matter requiring Award review.
GENDER ISSUES
102 The Federation submitted that statistical evidence adduced in the proceedings demonstrated that there is a gender dimension to the undervaluation of the work of PTC teachers:
1. Of all PTC teachers in 2002, 56.2 per cent were women, and for 2001 the figure was 58 per cent. This proportion is in contrast to FT teachers, of whom only 42 per cent were women in 2001.
2. Of PTC teachers working 8 or more hours per week - that is, those likely to be affected by the Federation's application - 61.7 per cent were women. PTC teachers who teach more than 8 hours per week deliver 78.2 per cent of PTC teaching hours.
3. There is a clear tendency for the proportion of female teachers to be highest in courses which also have the highest proportion of PTC teachers.
103 By way of comparison, the figures provided by Mr Shreeve show that 47.2 per cent of TAFE students are female. 86 per cent of students attend part time.
104 Section 23 of the Act provides as follows:
Whenever the Commission makes an award, it must ensure that the award provides equal remuneration and other conditions of employment for men and women doing work of equal or comparable value.
The Federation submitted that this provision was the subject of consideration by a Full Bench of the Commission in Re Equal Remuneration Principle (2000) 92 IR 177. In the majority judgment (of Wright J, President, Hungerford J, Schmidt J and Sams DP), the following conclusions were expressed (at 203-4 pars [103]-[105]):
What then does s 23 require of the Commission? Some consideration was given to this by Walton J, Vice-President in Re Riverina Water County Council Enterprise Award 1998 (1999) 87 IR 24. His Honour observed (at 26):
"The word 'must' appearing in s 23 is mandatory in nature and imposes a requirement upon the Commission in all circumstances where it exercises its jurisdiction to make an award (see State Personal/Carer's Leave Case 1998 . See also Posner v Collector for Inter-state Destitute Persons (Vic) (1946) 74 CLR 461 at 490 per Williams J in dissent.
The well settled meaning of the word 'ensure' as 'guaranteeing, securing or making certain' in the context of ss 15 and 16 of the Occupational Health and Safety Act 1983 (NSW): WorkCover Authority (NSW) (Inspector Plowright) v Shaft and Tunnel Pty Ltd (unreported, NSW Industrial Relations Commission, Peterson J, 16 May 1997, p 3); (and see Carrington Slipways Pty Ltd v Inspector Callaghan (1985) 11 IR 467 at 469-470 and WorkCover (Inspector Reid) v CSR Ltd t/a CSR Wood Panels (unreported, NSW Industrial Relations Commission, No CT 1176, 10 August 1995, pp 19-21)) is, in my view, applicable to the use of that word in s 23 of the Act.
105 In the Federation's view, the section requires that, in determining what remuneration and other conditions of employment are to be fixed by an award, consideration is to be given by the Commission to the remuneration and other conditions of employment proposed in the award for men and women performing work of 'equal or comparable value' so as to ensure that such remuneration and other conditions are indeed equal. In other words, submitted the Federation, the Commission must ensure that the remuneration and other conditions of employment which the award prescribes are the same for men and women who are performing the same work or different work but which has equal or comparable value.
106 There is nothing startling about this concept in the context of the framework of conciliation and arbitration established by the Act, said the Federation. It conforms, for instance, with the approach adopted to valuation of work outlined in the 1959 Clerks Award (Re Clerks (State) Award and Other Awards) [1959] AR (NSW) 470 test case earlier referred to. It requires that rates and conditions fixed by an award reflect the proper value of the work, irrespective of the sex of the person performing the work.
107 The Federation cited Walton J, Vice President, who made the following statement as to the purpose of section 23 in Re Riverina Water County Council Enterprise Award 1998 (at 26):
The clear and evident purpose of s 23 (particularly when operating in conjunction with s 19(3)(e) which imposes requirements in the case of award reviews) is to achieve equal remuneration for men and women doing work of equal or comparable value by preventing the inclusion in and expunging from the system of awards in this State provisions which fail to meet this requirement.
108 The Federation submitted that the effect of section 23 is also reinforced by section 21 of the Act which (relevantly) provides:
21(1) The Commission must, on application, make an award setting any of the following conditions of employment:
....
(b) equal remuneration and other conditions for men and women doing work of equal of comparable value,
....
21(3) Those conditions may be set in a new award or by variation of an existing award.
21(4) This section applies even though there is an existing award dealing with the matter.
109 The Federation submitted that PTC teachers who are the subject of the application: are predominantly female, whilst full time TAFE teachers are predominantly male; perform work of equal or comparable value to that of full time TAFE teachers; and, receive remuneration and other conditions of employment under the Award which are significantly inferior to those of full time teachers under the Award.
110 Accordingly, it was submitted, this is a case where the Commission, by virtue of sections 21(1)(b) and 23 of the Act, is required to vary the Award in order to achieve equal remuneration and other conditions of employment for PTC teachers who are the subject of the application. As submitted above, the grant of the Federation's application would achieve the purpose of the statutory imperative.
111 Further, the Federation submitted that it should be noted that the Commission in Re Crown Employees (Teachers in Schools and TAFE and Related Employees) Salaries and Conditions Award (2000) 102 IR 202 made a finding (at [43]) that the Award conformed with section 23 of the Act. However, that the position of PTC TAFE teachers was reserved in that case, submitted the Federation, was clear on the following bases:
§ Ms Simpson, the then President of the Federation, clearly identified as outstanding the issue of the female predominance of PTC TAFE teachers, and signified the intention of the Federation to raise it as an equal remuneration matter pursuant to the leave reserved clause;
§ Counsel for the Federation identified the previous decision of the Commission distinguishing between the work value of non-permanent employees and permanent employees, and submitted that the matters raised by Ms Simpson could only be resolved by the Commission receiving evidence as to the pattern of employment and the distribution of male and female employees within those employment arrangements, as well as to the work value of the respective categories of employment; and
§ The Commission qualified its finding in relation to section 23 as follows (at 213 pars [43]-[44], with emphasis added by the Federation):
· On the evidence available to the Commission, the proposed award does not offend s 23 of the Act, and indeed, is designed to remove difficulties that might have otherwise attracted the intervention of the Commission pursuant to s 23. It would appear that the contentions raised by the Federation are largely matters of speculation which, as conceded by Mr Crawshaw, really require further investigation before any firm position can be ascertained.
· This is not to say that a mere assertion by parties to a consent award that s 23 of the Act is not attracted in a particular case would result in a conclusion being reached by the Commission that the requirements of s 23 had been satisfied in any particular matter. It may well be appropriate that in a particular case the Commission may make further inquiries of the parties. However, in the present matter, and having regard to the evidence led in the proceedings, and the significant reforms introduced by the Award consistent with s 23 of the Act we do not consider this course to be warranted. We also note in this respect the leave reserved provisions contained within the award which will enable the parties to address any relevant issue which may arise.
112 The Federation submitted that the decision in Re Crown Employees (Teachers in Schools and TAFE and Related Employees) Salaries and Conditions Award was, therefore, not an impediment to a finding, based on the extensive evidence before the Commission in these proceedings, that the remuneration and other conditions of employment prescribed by the Award for those PTC teachers affected by the application, offend section 23 of the Act.
113 Dr Junor's evidence provided some practical application of the issue raised in section 23. Her analysis of available data resulted in the finding that the areas of highest female density of teachers strongly overlapped with the areas where casual employment was highest, strengthening the argument, she said, that there is an element of systemic gender discrimination in the pattern of casual employment in TAFE. Also, she found that the areas of highest casual and female density strongly overlap with areas most likely to be taught by teachers whose weekly hours of work are eight or more.
114 Dr Junor conceded that the majority of subjects of her interviews came from these areas. She claimed this was unsurprising since the interest in participating in her survey reflected a level of dissatisfaction, showing "a clearly defined problem requiring redress amongst a specific subset of TAFE casual employees".
115 Dr Junor further contended that the group of PTC teachers teaching eight hours or more, the subject of the application, represented a feminised area of TAFE, rasing the possibility of systemic or indirect gender bias in the employment of this group. She provided extensive written submissions on a number of issues which she identified as pay equity and equal opportunity concepts, namely, segregation, low visibility, the relationship between hourly and annual rates, under-recognition of work value, career progression, salary increments and professional development.
116 Whilst Dr Athanasou was critical of the generalisations made by Dr Junor on the basis of the limited number of study participants, some statistical analysis was based on the respondents' figures. The evidence overall showed a real gender imbalance in the proportion of females employed as PTC teachers compared with the proportion of females in FT teaching. It follows that we will consider any inequities found when comparing the pay and conditions of the two groups, and ensure they are rectified, in accordance with s 23 of the Act.
COST OF THE APPLICATION
117 TAFE called evidence about the expense that would be associated with the grant of the application from two sources: Kenneth Dixon, the General Manager of Finance of the Department of Education and Training and Ian Gillespie, Director, Financial Accounting with the Department of Education and Training.
118 The evidence from the Crown Employees (Teachers in Schools and TAFE and Related Employees) Salaries and Conditions Award [2004] NSWIRComm 114 (the "Teachers salaries case") relating to the current proceedings was incorporated into the evidence in these proceedings, including affidavits from Dr James Guthrie, John Pierce, Mark Ronsisvalle, Executive Director of the Resource Allocation Directorate of the NSW Treasury (and Acting Secretary, NSW Treasury from 21 September 2002 to 13 October 2002) and Kenneth Dixon, together with relevant transcript.
119 Dr James Guthrie is the Deputy Director of the Macquarie Graduate School of Management and has had a distinguished academic and professional career, specialising in accounting, auditing and accountability in both public and private sectors. Dr Guthrie stated that the main thrust of the application was that the extant remuneration structures applicable to PTC teachers was manifestly unfair arising from a structural anomaly in the Award. The result of the anomaly, said Dr Guthrie, was that those teachers classified as PTC who taught the same number of hours as FT teachers were paid significantly less. He said:
The significance of the comparison lies in the observation that the workload model of full time TAFE teachers suggests that their weekly workload amounts to a total of 30 hours, of which 19 hours is designated for face to face teaching, with the balance consisting of paid professional development and teaching related other duties work. Thus while there is no reason to believe the teaching related duties burden and professional development needs of a part time casual teacher teaching an average of 19 hours per week over an extended period would differ in any material sense from similar duties burdening full time staff, the variation in direct and indirect financial compensation is material (for instance, in the above example about $20,000 per year).
120 Dr Guthrie's first conclusion to his comments was that PTC teachers were "being systematically under compensated" for their work.
121 In his affidavit, Mr Dixon said that the Department had provided to him its cost estimates, as at 22 July 2003, of the claim as follows (in $millions):
2003-4 2003-4 2004-5 2005-6
(half year) (full year) (full year) (full year)
68.8 137.5 144.8 159.0
122 Mr Gillespie set out figures which showed that the application, having regard to the further amended claim filed on 22 September 2003, was costed to have a "potential financial cost" as follows (in $millions):
Step 10 Step 11 Step 12 Step 13
84.23 93.94 103.67 119.30
Mr Gillespie's approach had the PTC teachers affected by the application starting at Step 10 and then progressing to through to Step 13 over a period of four years. Thus, his figures could be taken as his estimate of the cost from years 1 to 4 from the grant of the application.
123 The costing contained in the evidence of Mr Dixon may be disregarded, submitted the Federation, because:
1 They were prepared prior to the filing of the further amended application, and thus were not based on a costing of the application as finally pressed, as Mr Dixon effectively conceded;
2 Mr Dixon's evidence was that the cost figures in his affidavit were not based on his own assessment, but upon that carried Mr Gillespie, and that any questions about the cost of the Federation's claim were best directed to Mr Gillespie.
124 Having reviewed Mr Gillespie's statement of evidence, Dr Guthrie commented that he was unable to validate the figures. Rather, he said:
... one conclusion that might validly be drawn is that the best that can be said for Mr Gillespie's evidence is that it highlights the breathtaking extent to which one class of teachers (part time casual teachers) are in aggregate being systematically under compensated for their work product, when compared against their full time peers with ostensibly similar responsibilities and producing ostensibly similar actual performance outcomes.
125 In summary, Dr Guthrie said:
Second, notwithstanding my reservations about certain of the methodological choices implicit in Mr Gillespie's evaluation of the likely cost associated with the provision of access to pro-rated benefits for certain teachers currently classified and paid as part time casuals, there can be little doubt that an incremental cost would be borne by the Department were the initiative requested by the New South Wales Teachers Federation to be implemented. I interpret this cost as a measure of the implicit current subsidy being delivered to TAFE NSW by many staff currently classified and paid as part time casuals, notwithstanding the fact that in substance they cannot accurately be described as casuals.
126 Dr Guthrie also reviewed Mr Dobbs' evidence and said that the data provided indicated that the high proportion of hours taught by PTC staff suggested that the primary consideration for employing such a large number of PTC teachers was cost management rather than operational flexibility. In concluding his comments relating to Mr Dobbs' evidence, he said:
Third, Mr Dobbs' evidence reinforces the claim I make above that many teachers presently classified and paid as part time casuals are misclassified, and reinforces the legitimacy of my description of their lower relative pay as representing an implicit subsidy currently being captured by TAFE NSW. The data contained in Mr Dobbs' submission in no way allows the firm conclusion that a continued cost wedge is justifiable or necessary for the maintenance of operational flexibility. Indeed, in extremis, one might argue that at least from one perspective, Mr Dobb's evidence adds very little in the sense that the matter in contention is not as to whether TAFE NSW ought to be able to hire staff on other than a full time basis (which would have strong flexibility implications), but rather, at what cost those resources ought reasonably be made available. Ironically, a more equitable level of pay for part time casual teaches might accentuate organisational flexibility by paying an adequate risk premium to employees in such a position, thus inducing a greater supply of labour.
127 The cost estimates contained in Mr Gillespie's affidavit were significantly inflated and exaggerated, said the Federation, because of a number of false assumptions made by him.
128 Firstly, it was submitted, Mr Gillespie based his costings upon the number of hours worked by PTC teachers in 2002. Thus, his costings assumed that the number of hours to be worked by PTC teachers in the future would remain stable by reference to the 2002 figures. This was an obviously incorrect assumption to make, because it failed to take into account the effect of the agreement ("the Staffing Agreement") reached between the Federation and TAFE on 16 December 2002 to increase the proportion of permanent teachers to PTC teachers (on an EFT basis) to 55:45 over the next three financial years. This is to be compared to the position in 2002-3, which was no better than 50:50 and more likely saw a clear majority of PTC teachers on an EFT basis.
129 Mr Gillespie conceded that he had not taken the Staffing Agreement into account in his costings. He contended that, if the reduction in PTC hours worked as a result of the implementation of the Staffing Agreement was to be taken into account, so should the cost associated with converting a proportion of PTC teachers to permanent employment under the Staffing Agreement. However, this position is obviously untenable, submitted the Federation, given that Mr Gillespie accepted that:
1 The cost associated with converting part time casuals to permanent employment was not properly attributable to the Federation's application, but rather one associated with the Staffing Agreement which will go ahead whether or not the Federation's application is granted;
2 The cost was one which TAFE had voluntarily chosen to taken on as part of entering into the Staffing Agreement; and
3 TAFE Institutes have received allocated funding to meet this cost.
130 Mr Gillespie estimated that the full implementation of the Staffing Agreement would reduce the number of PTC teachers by 480 (on an EFT basis) and calculated that if this reduction was taken into account, it would require a $10.2 million deduction from his costing.
131 Secondly, said the Federation, Mr Gillespie assumed that, if the application was to be granted, there would be a continuation of payment for duties related to teaching, at the DOTT rate, at the same level as in 2002 for teachers who would be affected by the application (at 176,000 hours per annum), so that this would continue to be part of the total cost of employing part time casual teachers. Mr Gillespie, therefore, did not include DOTT rate payments in his calculation. In doing so, Mr Gillespie made a false assumption based upon a mistaken understanding of the Federation's further amended application. PTC teachers to whom the application would apply would in any teaching week be required to perform those duties which are currently paid for at the DOTT rate in the paid pro rata attendance time for duties relating to teaching. Similarly, if under subclause 59A.3 of the Award a PTC teacher becomes entitled to payment on a pro rata basis for non-teaching weeks, then that teacher would be required to perform duties related to teaching during paid hours in those weeks. The proposed clause makes no provision for the separate payment of the DOTT rate at all (although subclause 59A.3 permits teachers to enter into separate arrangements with TAFE to perform enrolment duties during non-teaching weeks). In short, submitted the Federation, under the application, there would be no payments of DOTT rate to teachers affected by the application.
132 Therefore, it was submitted, the correct approach would have been to deduct from the costing of the application the current cost of paying DOTT rate to PTC teachers who would be affected by the application. The current cost of this is over $7 million (176,000 times the current DOTT rate of $39.89 per hour). Mr Gillespie ultimately accepted, if it was assumed that duties currently paid at DOTT rate would under the Federation's application be paid in duties related to teaching time, that there would need to be a deduction of about $7 million from his cost estimates.
133 Thirdly, Mr Gillespie assumed that the Federation's application would lead to a six-fold increase in the cost of sick leave for PTC teachers, even though only 25 per cent of the PTC hours upon which he based his costing are worked by teachers who under the application would gain sick leave benefits for the first time (the other 75 per cent of hours being worked by those who work 13 hours or more per week across the semester and therefore already receive sick leave benefits under 59.8 of the Award). It was submitted that Mr Gillespie has exaggerated the increase in the cost associated with sick leave benefits. He defended his approach by saying that it was based on patterns of the taking of sick leave by existing FT teachers. One would have thought that the sick leave patterns of PTC teachers who have sick leave entitlements would have been a more accurate guide.
134 Mr Gillespie's six-fold escalation of the sick leave cost involved an increased expenditure of well over $7 million (i.e. an increase from a current cost of $1,355,247 to $8,734,166). It was submitted that a doubling of the existing sick leave cost would still be an over-estimate of the effect of the grant of the application, but for present purposes, if that figure is used, then about $6 million is saved from Mr Gillespie's costing.
135 Fourthly, it was submitted by the Federation that Mr Gillespie's costing assumes that all current PTC teachers affected by the application will continue to be employed and progress from Salary Step 10 through to Salary Step 13. He conceded that in actuality, attrition amongst PTC teachers would mean that in any given year there would be new part time casual teachers coming in at lower grades, which would reduce the cost calculated by him. The evidence indicates that the attrition rate for PTC teachers is likely to be quite high, given variables in student demand for particular courses.
136 Having regard to the four matters discussed above, the Federation said, the Commission ought to proceed on the basis that, subject to the full implementation of the Staffing Agreement, Mr Gillespie has over-estimated the cost of the grant of the application by about $25 million.
137 The respondents submitted that Mr Gillespie's figures were not exaggerated. They do not accept that the payment of the DOTT rate will cease. As to sick leave, it was contended that it was reasonable to follow the pattern of existing FT staff, as increasing the number of days people are scheduled to attend work increases the likelihood of their needing to access sick leave.
138 We accept the respondents' contention that movements in and out of the group who are the subject of the application will exacerbate the attrition rate for pro rata PTC teachers.
139 Under the special case principle, although the issue of the cost of a claim will clearly be a relevant one, it will not be decisive in itself: Pastoral Industry (State) Award (2001) 104 IR 168 at 184; Re Health and Community Employees Psychologists (State) Award (2001) 109 IR 458 at 479. Issues of cost should not lead to employees being remunerated on a basis which would in effect involve them subsidising the cost of the service provided to the employer or the public. The Federation cited Schmidt J in Re Teachers (Non-Government) Pre-Schools Award (at [406]):
I also have taken the view that the fixing of fair and reasonable conditions of employment should not result in the employees the subject of that consideration being put out of work. The converse is also true. The employees' rates of pay should not be fixed as such a level that they are required to support what, in reality, would be an unviable business, if fair rates had to be paid for the work in question. Nor should rates be fixed on a basis, which, in reality, had the effect that teachers were required to subsidise the fees which parents should fairly be paying for the services which they are availing themselves of for their children.
140 Therefore, submitted the Federation, to the extent that the consideration of the application involves the exercise of a discretion by the Commission, the issue of cost ought not lead to an unfair system of remuneration of part time casual teachers continuing in order, effectively, to subsidise TAFE's operations. If the Federation's submissions in relation to sections 21(1)(b) and 23 of the Act are accepted, it was submitted that the Commission will be required to vary the Award and the issue of cost will not be a relevant consideration.
141 On the other hand, the respondents' submission was that the cost of the application is substantial. Even if the Commission were to accept all of the Federation's submission on the issue of costs, it would be between $59.23 million and $94.3 million. This compares with the respondents' estimate of between $84.23 million and $119.3 million. Given the size of the cost implication, the respondents submitted that cost is a relevant consideration that ought be taken into account by the Commission pursuant to the special case principle, if the Commission finds there is some inequity that needs to be addressed. In this context the respondents reiterated earlier observations that there may be other, more appropriate, options to redress any inequity than the adoption of the application, once the parameters of any inequity are identified.
142 In Crown Employees (Teachers in Schools and TAFE and Related Employees) Salaries and Conditions Award [2004] the Full Bench commented (at [471] to [495]) on the economic considerations put in that case, the evidence in regard to which was imported into the current proceedings. Those comments remain current.
143 Again, we are mindful of the economic evidence and the principles set down in Health and Community Employees Psychologists (State) Award (2001) 109 IR 458. We note the evidence including that of Ms Sykes, Mr Keeley, Ms Armin-Grimm, Ms Reilly, Ms Mullin, Mr Albani and Ms Nicholson in regard to ongoing budgetary constraints. In particular, we stress the need to ensure that any modification to the outcome of the claim does not do an injustice to PTC teachers.
OPERATIONAL AND IMPLEMENTATION ISSUES
144 The nature of the operational functions of TAFE point to the need to maintain operational flexibility. All management witnesses gave evidence to this effect and we accept that TAFE operates in a changing and competitive market for education and training services requiring maximum flexibility. We accept the evidence that the provision of training services and delivery of TAFE teaching programmes are demand driven services, influenced by such factors as: demographic and economic change; new and emerging industries; technology and changing industries; declining industries; social justice commitments; response to customer demand; and government policy. These factors all lead to both short term and long term variations in the course profile offered by TAFE and link to an institute's work force planning processes. We accept that work force planning must in turn incorporate mechanisms to cope with the variation in training demand and to access a shifting pool of teaching and industry expertise, experience and skills, requiring a carefully managed balance of PTC and permanent teaching staff.
145 The Federation submitted that the grant of the application would not restrict TAFE's operational flexibility in this regard. PTC teachers would remain as non-permanent employees, and TAFE would still be able, from semester to semester or even within semesters, to alter the hours of engagement of PTC teachers, to alter the courses which they teach, to engage them on courses which do not run the full length of a semester and cease engaging them at all if necessary.
146 When Mr Shreeve was cross-examined about the operational consequences of the grant of the application, he raised the issue that there might be administrative difficulties where PTC teachers worked in more than one TAFE institutes at a time, since one institute might not know the hours worked by a PTC teacher at another institute such as to assess whether the teacher qualified for pro-rata conditions. However, submitted the Federation, this concern was entirely misplaced because:
1 TAFE should already have central records of all hours worked by PTC teachers across institutes, since it would need these to calculate their existing entitlements to long service leave and sick leave. In fact, as became apparent, TAFE does not keep any single set of records with respect to these entitlements for PTC teachers who currently work across different institutes. This serious deficiency in TAFE record-keeping could not seriously be argued to be a reason why the application ought not be granted.
2 TAFE's computer system has, since 2002, been able to record, on a central basis, hours worked across institutes. Therefore TAFE already has the capacity to calculate at a central level whether any TAFE PTC teacher would qualify for pro rata conditions, even if they worked across different Institutes.
3 Mr Shreeve conceded that the matter was capable of a fairly straightforward administrative solution.
147 The evidence from Mr Peddle and Mr Shreeve for the respondents was that administrative difficulties were compounded by the need to determine work programmes of PTC staff prior to their engagement, in an operational context when time was critical, compared with the determination of long service and sick leave which could be calculated on an individual basis without the time pressures inherent in the enrolment period. Mr Devlin described the implementation of the system potentially resulting from the application as being "difficult, if not impossible, for Institutes to administer efficiently."
148 It was submitted by the Federation that TAFE has failed to demonstrate that there are issues of effect on operational flexibility or of administrative practicability which would prevent the claim from being granted.
149 We accept that the issues of implementation go beyond the administrative demands of changed method of payment, the variation over time of some employees from one set of conditions to another, keeping track of PTC teachers who work over more than one site or institute, to the provision of physical resources such as office space, desks and computers for PTC teachers who may be required to attend their place of work for periods of time that they were not previously required to do so, to undertake duties relating to teaching.
150 Keeping track of PTC teachers who work over more than one site or institute is a task already required to be completed by TAFE for a range of administrative purposes and cannot be considered to be an onerous task given the movement towards centralised computerised payroll. All of the issues outlined above may cause difficulties of greater or lesser degree but are insufficient in their impact to stand in the way of just and equitable remuneration and conditions of work.
151 However, we acknowledge, in particular, the difficulties caused by the potential movement of employees in and out of the nominated group arising from the requirement to vary a range of salary and conditions of employment, including an employee's hourly rate of pay, should the application be successful in its present form. We note the Federation's submission that most PTC teachers caught by the application are not teaching around the borderline of eight hours but teach well in excess of these hours. That submission relied on figures provided by Mr Dobbs, showing 6.88 per cent of PTC teachers working six to eight hours per week on average and 5.63 per cent working 8 to less than 10 hours. We consider this combined figure of 12.5 per cent to be a substantial proportion of PTC teachers who could potentially float in and out of the group to whom the application applies.
152 An example is provided in the evidence of Mr Bell, employed as a PTC teacher for varying hours over each of the last 13 years. In 2000, for example, Mr Bell taught 275.5 hours. We do not know whether that total number represented 7.6 hours spread evenly over the 36 teaching weeks of the year, or whether for some period(s) extending over four weeks or more, he may have taught eight hours or more. If so, this would create for a relatively short time an entitlement, should the application be successful, to a different (lower) hourly rate of pay and a range of other conditions of employment including the payment for an additional period of either one or two weeks and the possible requirement to attend and perform duties during that same one or two weeks following the end of the semester.
CONSIDERATION
153 As stated earlier, we are satisfied that the work performed by PTC teachers who are the subject of the application is comparable to that of FT teachers, to the extent that it is substantially similar to that of FT teachers during the teaching weeks. A FT teacher also has the security of ongoing employment, a predictable rate of pay and access to leave of various types beyond the leave available to PTC teachers. In the normal course of events, the lack of such benefits for casual employees is compensated for by way of additional payment or loading on the hourly rate of pay. However, on the evidence, the PTC TAFE teachers in question receive few of the benefits that usually pertain to either group.
154 We note the variation in the nature of PTC employment over time. In particular, the current figure of 9.8 per cent of PTC teachers teaching 20 hours or more per week can be compared with 1.3 per cent of Sydney metropolitan part time teachers in 1982, and 0.9 per cent (metropolitan) to 1.4 per cent (country) in 1988. The number of witnesses who gave evidence about the long term nature of their employment with TAFE as PTC teachers (including one who averaged over 740 hours over a ten year period) is also relevant, as is the concession by Mr Peddle that the lower cost of employing a PTC teacher was a relevant consideration in engaging employees. The evidence shows that, even for long serving PTC teachers, teaching hours could vary within a semester and did vary considerably from semester to semester. In this respect, the work is on a basis of "as required", common to casual employment, driven by the dynamic market for TAFE courses. On the other hand, the evidence of a pattern of employment, being over many years with large numbers of teaching hours based on courses run, usually, for the duration of a teaching semester, is inconsistent with any notion that such employment is indeed casual employment. We are satisfied that there is a body of PTC teachers whose pattern of employment is more akin to part time employment.
155 The title "part time casual" indicates that the work under review does not have the distinguishing features exclusively of a casual employee or exclusively of a part time employee. The Federation contended that it was inappropriate for PTC teachers who satisfied the relevant criteria to be remunerated as if they were casuals. The Federation further contended that it was inappropriate not to apply standard entitlements of FT teachers to this group of employees. As we have indicated, we are satisfied that there is a body of PTC teachers who work a significant number of hours each week on a regular and planned basis and have done so consistently over many years. The nature of the employment of this group of teachers is more akin to part time employment than casual employment. It is not appropriate that this class of teacher be treated as casual for the purpose of determining salary and employment conditions.
156 We are also satisfied that there is a large pool of PTC teachers whose employment is intermittent and short term and more in the nature of casual employment. There was no evidence from PTC teachers who teach less than eight hours a week to determine whether they perform the range of duties performed by those who gave evidence. Indeed, the evidence was from teachers who worked significantly more than eight hours. We are unconvinced, therefore, that any benefit arising from these proceedings should apply to all PTC teachers.
157 The dichotomy between those PTC teachers whose employment is more akin to part time employment and those that reflect the characteristics of casual employment would suggest that any Award variation relating to PTC teachers has to reflect this fundamental difference.
158 The respondents criticised the cut-off point of eight hours per week, on the basis that the only rationale for it was the relationship with the permanent part time policy. However, the Federation pointed out that the TAFE Staffing Agreement Principles, a document in which is set out the commitment of the parties to increase the proportion of permanent TAFE teachers to PTC teachers, also contains an eight hour cut off point for PTC teachers to apply for permanent positions. That document states, in part:
Additional permanent TAFE teacher positions shall be filled in the following order:
· suitably qualified excess and displaced permanent teachers;
· permanent teachers with an approved application for compassionate transfer;
· internal merit selection within an Institute to allow current long serving* part-time casual and current long serving temporary teachers to apply;
· other transfers of permanent teachers;
· general advertisement and merit selection.
* For the purpose of the appointment process, long serving refers to part-time casual TAFE teachers who have been selected through a merit selection process and who have worked on average eight hours or more per week for two years or more immediately prior to this agreement.
159 However, any particular cut off point carries with it the same difficulties as the proposed eight hour point. The difficulties arise from the complexity of the application itself, in that it is sought to vary the salary, by way of the hourly rate, the number of hours for which work is paid and penalty rates, progression under the salary scale, the conditions of work including hours of attendance and access to leave, the range of duties required to be undertaken and entitlement to travelling compensation benefit for a group of employees. The complexity is compounded by the fact that membership of that group is not static; nor can it be defined for each employee at the time of entering into the employment arrangement. Even a relatively minor change in teaching requirements could change the status of employees whose hours are close to the threshold mark.
160 There appears to be no sound basis for the selection of eight hours, other than the administrative match with some other Award conditions. The vast majority of witnesses have worked beyond the threshold point proposed. It is useful to minimise the possibility of teachers dropping in and out of the subject group within a semester, thus simplifying the practical outcome for both teachers and administrators. We consider that the proposed threshold, if one is to apply, would appear to be set far too low for the purpose of differentiating between those PTC teachers who employment is more akin to casual and those whose employment is more akin to part time.
161 In all, we are of the view that a simpler solution is required than that proposed in the application. We believe that the complexity of the proposal is such that it would be difficult for employees to understand as well as being difficult to administer. We also wish to ensure, as far as practicable, that any Award variation avoids potential adverse consequences for the flexibility required by the respondents in managing their business.
162 We are satisfied that PTC teachers receive significantly less remuneration than FT teachers performing the same teaching hours and the same range of duties. It is an inequity that must be remedied.
163 We are also concerned about a number of inequities that are described in the evidence. That PTC teachers are denied any allowance when required to travel as part of their duties, as in the case of Ms Bindels who was required to assess students in work placements, is unfair. This restriction apparently comes about by the definition of "teacher" in Schedule 12, Excess Travel and Compensation on Official Business - TAFE Teachers. Clause 1.1.3 of the Schedule reads relevantly:
"Teacher" means all persons employed permanently or temporarily in TAFE in full time teaching positions, including head teachers, special program coordinators, TAFE counsellors and adult literacy officers.
We find this clause discriminates against PTC teachers and is contrary to the objects in s 3(f) of the Industrial Relations Act 1996, and should be amended to cover all teachers who may be required to use their vehicles in the performance of their duties.
164 A further anomaly requiring comment is one raised in evidence by Mr Carey, a PTC teacher, who said that only actual teaching or coordination were recognised in a PTC teacher's service record, affecting the accumulation of service towards long service leave. This stands out as another area in which conditions of employment of PTC teachers are inequitable and ought to be corrected.
CONCLUSIONS
165 We are not prepared to grant the Federation's claim in its current form. Further, given the complexities of the issues raised in the Federation's application and our concern that we have not been provided with enough information by the parties to formulate an appropriate variation to the Award that overcomes the inequities we have identified in this decision and at the same time avoids burdening the respondents with inflexible or administratively problematic staffing and related arrangements, we do not intend to impose our own solution on the parties, at least not before there is consideration of this decision by the parties.
166 As we noted earlier, the respondents asserted that, should the Commission find the remuneration and/or conditions of employment of PTC teachers were not fair, then the appropriate mechanism to redress any such finding would be by way of variation to the present regime of conditions for PTC teachers. It was further submitted by the respondents that, if the Commission were to decide that there was some inequity in the rates paid to and/or other conditions of employment of that group of employees who are the subject of the application, the respondents sought the opportunity to be able to explore the feasibility and/or timing of the implementation of any specific variation contemplated.
167 We agree in-principle with the respondents' proposal, in so far as we believe it is appropriate for the parties to discuss means by which our findings might best be translated into an Award variation and to prepare draft orders in that respect. The relevant findings that we have made in the course of this decision are as follows:
(a) The basis of the application before us is that the work of PTC TAFE teachers who work for eight hours or more per week over a period of four weeks or more is analogous to that of FT TAFE teachers. On the evidence, the work of the subject group is analogous in some respects, but not entirely, to that of FT teachers. It retains elements of a casual nature and will continue to do so, because of the dynamic, demand-driven nature of TAFE service provision and the resultant pressures on workforce planning. However, during teaching weeks, the evidence shows that the work of PTC teachers who regularly teach a large number of hours is analogous to the work of FT teachers.
(b) There is a predominance of females employed as PTC teachers while FT teachers are predominantly male. This fact of itself does not support the granting of the application. However, it is important that the detriment currently pertaining to the predominantly female group is rectified.
(c) We are satisfied on the evidence that a group of teachers who are the subject of these proceedings perform work of comparable value to that of FT teachers during teaching weeks. Their remuneration and conditions of employment in that respect, however, are not of a comparable level to that of their FT colleagues. To that extent the conditions of employment for PTC teachers the subject of these proceedings are not fair and reasonable conditions of employment.
(d) We are satisfied that there is a considerable proportion of PTC teachers who work a significant number of hours each week on a regular and planned basis and have done so consistently over many years. Mr D Corey and Ms J Barnes are good examples of this group of teachers. The nature of the employment of this group of teachers is more akin to part time employment than casual employment. It is not appropriate that this class of teacher be treated as casual for the purpose of determining rates of pay and other conditions of employment. Consideration needs to be given to providing rates of pay and other employment conditions for this group of teachers that more properly reflects the regularity and ongoing nature of their employment.
(e) We are also satisfied that there is a large pool of PTC teachers whose employment is intermittent and short term and more in the nature of casual employment. There was no evidence from PTC teachers who teach less than eight hours a week to determine whether they perform the range of duties performed by those who gave evidence.
(f) The dichotomy between those PTC teachers whose employment is more akin to part time employment and those whose employment reflects the characteristics of casual employment would suggest that any Award variation relating to PTC teachers has to recognise this difference.
(g) We are not satisfied that the threshold proposed by the Federation, which to a limited extent seeks to recognise the dichotomy referred to in the previous sub-paragraph, is appropriate. If there is to be such a threshold, it would appear to be set far too low for the purpose of differentiating between those teachers whose employment is more akin to part time employment and those whose employment is more in the nature of casual employment. There is also the consideration whether a distinction should be drawn between classes based on monthly, semester or yearly hours.
(h) We are concerned that the Federation's claim as presently framed would be administratively burdensome, having possible adverse consequences for the flexibility that the respondents require in managing their business in what was described in the evidence as "a highly dynamic, demand driven market place". Any award variation is to avoid such an outcome.
(i) PTC teachers are denied any allowance when required to travel as part of their duties. Clause 1.1.3 of Schedule 12 of the Award should be amended to cover all teachers who may be required to use their vehicles in the performance of their duties.
(j) It would appear that only actual teaching or coordination are recognised in a PTC teacher's service record, affecting the accumulation of service towards long service leave. This stands out as an area in which conditions of employment of PTC teachers are inequitable and ought be corrected.
168 The parties shall confer as to the terms of the necessary variation to the Award and file the resulting document by 31 January 2005. Absent agreement, the parties shall file and serve a draft variation to the Award, together with a written outline of the contentions in support of their proposal, by 15 February 2005. Should a hearing be necessary to finalise a variation to the Award, it shall occur before a member of the Full Bench.
169 Finally, although we consider, for reasons earlier given, that the award to be made will not be precluded by the respondents' jurisdictional objection, a final decision on that issue should await any contest as to the form of the award variation and submissions filed in respect thereof, which submissions should also deal with any residual issue.
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