Ms Farrell's case
23 An important initial part of Ms Farrell's argument turns on seeking to establish that Mater Dei was an indivisible organisation, being a single entity with a single purpose, relying on the objects of the company as set out in its constitution as follows (at [2.1]):
The objects for which the Company is established are:-
To conduct govern and carry on an educational establishment, subject always to the provisions of relevant legislation, at Mater Dei, Camden, or elsewhere in the State of New South Wales as part of the mission of Good Samaritan Education, and of the Catholic Church and in conformity with its beliefs, teachings, and legislation and in conformity with the Charism of Good Samaritan Education defined in Rule 2.2 and the Philosophy of Education of Good Samaritan Education defined in Rule 2.3 and in accordance with the policies, statements and protocols of Good Samaritan Education and the Mission Statement of the College.
24 Emphasis is placed on the reference in the singular, to "an educational establishment". However, the objects for which a company is established, having their roots in the now discarded ultra vires doctrine from the era of articles and memorandums of association, no longer inhibit a company once so established from going beyond its original founding objectives. Clause 2.1 of Mater Dei's constitution does not of itself make the program part of the Mater Dei School, as opposed to both being operated by the same legal entity. Ms Farrell's argument expressly did not go that far, but rather sought to make this part of her case that the program was a part of the operations of the school.
25 Ms Farrell contends that either the program was part of the school, or the program was a school in its own right, such that she was entitled to the benefit of the agreements. The second aspect, namely the contention that the program was a school in its own right, cannot succeed because:
(1) Schedule A to the 2011 EA is an express "LIST OF CATHOLIC INDEPENDENT SCHOOLS COVERED BY THIS AGREEMENT", listing "Mater Dei, Camden" as its "Trading Name" and "Legal Name", and not listing the program as a school;
(2) Attachment A to the 2013 EA is an express list of "Employers and Schools covered by this Agreement", listing "Mater Dei School t/as Mater Dei School", and not listing the program as a school;
(3) Attachment A to the 2015 EA is an express list of "Employers covered by the Agreement", listing the "School Name" as "Mater Dei" and the "Employer Name" as "Mater Dei", and not listing the program as a school.
26 In light of the above tolerably clear description of the schools that were covered by the three agreements, there is no room for any of those agreements to accommodate coverage of a school that is not listed. In order for Ms Farrell to succeed, she therefore had to establish that she worked "in" the Mater Dei School, not just for the organisation that ran both that school and the program.
27 Ms Farrell asserts that as the term "school" is not defined in the agreements, they must be interpreted objectively rather than subjectively or by reference to the industrial history leading to the three agreements, and that resort should be had to the meaning given in the following cases:
(1) The National Institute of Dramatic Art v Chief Commissioner of State Revenue [2016] NSWSC 1471; 103 ATR 856 (NIDA), which considered whether the National Institute of Dramatic Art was to be characterised as a "school or college" for the purposes of exemptions to payroll tax. White J referred at [25]-[28] to the ordinary meanings of the word "school" from dictionary definitions, such as a "place or establishment where instruction is given, especially one for children".
(2) Cromer Golf Club Ltd v Downs [1972-73] ALR 1295, which considered the definition of "school" within the context of a statutory scheme providing for the acquisition or resumption of land for public works. The applicant refers to the judgment of Barwick CJ at 1299, in which his Honour noted that, "[i]t seems to me that a "school" is a place where people, whether young, adolescent or adult, assemble for the purpose of being instructed in some area of knowledge or of activity …".
(3) Commissioner of Taxation v Leeuwin Sail Training Foundation Limited (1996) 68 FCR 197 and Commissioner of Taxation v Australian Airlines Ltd (1996) 71 FCR 446, which both considered the definition of "school" for the purpose of determining exemptions from sales tax. The applicant states that similarly broad views of the meaning of "school" were adopted by the Full Court in these cases.
28 Ms Farrell submits that the above authority demonstrates that the term "school" comprehends not only schools established and regulated by education departments teaching a set curriculum, but also a broad range of other educational or instructional programs as follows:
(1) The whole of the National Institute of the Dramatic Arts: NIDA.
(2) A fitness camp predominantly involving the instruction of young and adolescent people in the care and improvement of the body, broadly an area of knowledge and expertise generally described as physical fitness: Cromer Golf Club.
(3) A training program conducted on a square-rigged ship, involving programs for personal development, corporate team building, disabled youth, school maritime studies, and eco adventure. The principal activity was a personal development program that entailed a 10-day voyage: Leeuwin.
(4) A flight training centre: Australian Airlines Ltd.
29 Reliance is placed by Ms Farrell upon the need in NIDA to determine whether the National Institute of Dramatic Art was a "college or school", its principal purpose being to "promote and encourage expertise in the practice, knowledge, appreciation, understanding and enjoyment of" dramatic arts by various means. Those means included teaching, training and instruction. The evidence indicated that a range of other services were offered in addition to degree courses, including short-term courses open to the public, courses for business executives, vocational training and venue hire. The Institute had relied upon those additional activities to argue that, overall, it was not a college or school. White J did not accept that argument, finding (at [39]):
In my view the word "school" in cl 12(1)(c) is to be given the wide sense that the word has been given in the Australian cases referred to above as being a place or institution where people, whether young, adolescent or adult, receive instruction in some area of knowledge or of activity. "College" at least includes an institution that provides post-secondary higher education, such as a technical or professional school that awards a diploma or like certification, or provides specialised professional education, such as a business college, music college or naval college. I do not accept that in cl 12(1)(c) the words "school or college" refer only to an educational institution that promotes learning through a set curriculum taught by a professional body of teachers and subject to a formal assessment encompassing the notion of regular attendance over a substantial period of time. The National Fitness Camp in Cromer Golf Club and the training ship in Leeuwin would not be a school (or college) on that more limited definition. But both the High Court and the Full Federal Court, in finding that the relevant bodies conducted a school, said that this was in accordance with the ordinary meaning of that word. I do not think a more limited meaning should be given to the words "school or college" in cl 12(1)(c) merely because a more limited meaning might be adopted in cl 4 having regard to the context in which the words "school or college" are used in cl 4.
30 Ms Farrell also relies upon Mater Dei's own funding application records as to the scope of the services provided by the program, as follows:
Give a general description of the education program you wish to provide:
The Living Skills Program aims to provide all students involved in the program, both full time and part time, with the individual support needed for them to become active participants in their local community. Through doing this we provide social situations for the students to interact with each other as well as the wider community. This provides a learning experience for both the students involved and members of the wider community. This is carried out with the full support of trained social educators.
Please describe the objectives of your program:
To ensure a safe and supportive environment for students to learn social skills and interact within the local community.
To provide a learning environment for the students to learn socially acceptable behaviour.
To provide the level of social support needed by all individuals.
To access appropriate activities that will assist the individual to realise their learning outcomes as identified through the individual planning process…
…How will this program be evaluated in terms of learning outcomes?
All staff complete evaluations of the student outcomes on a fortnightly basis. This is in the form of a task analysis and comments on the students ability to complete the outcome. Staff are also required to complete half yearly and yearly reports about the students progress. If a student has been successful in learning the new skill then staff, family or student are able to convene a new meeting to plan different outcomes.
31 Ms Farrell relies upon other such records of Mater Dei School to like effect.
32 In urging the interpretation of cl 2.1(b) that she relies upon, Ms Farrell places contextual emphasis upon cl 2.2. While NIDA and the other cases cited arose in specific statutory contexts, Ms Farrell contends that the ordinary meaning of "school" was deployed, which should inform the ordinary and objective meaning of that term in this case. She asserts that there was no apparent reason why the term in cl 2.1(b) was referrable to any narrower meaning. Ms Farrell submits that the exclusion of a variety of workers who would not be captured by a narrow meaning of "school" by cl 2.2 is an important contextual indicator that no such narrow meaning was intended. It was only necessary to exclude childcare workers, swim coaches, gym staff and boarding house staff if the term "school" was broader than the confines of classrooms and the teaching of a curriculum.
33 Oral submissions by Ms Farrell's counsel describe social educators as being "closer to the process of instruction, teaching, the raison d'être of a school." Reliance is placed on a comparison between her duties as a social educator and the job classification of, in particular, a school support staff level 4 position in Part C of the 2015 EA, which are in turn cross-referenced to the indicative duties of school assistants in Annexure 2 of that agreement, which are said to "describe perfectly" the duties that Ms Farrell had as a social educator. It should be noted in that regard that none of the indicative duties of school assistants involve any actual teaching, whereas the most recent position description annexed to Ms Farrell's first affidavit (4 June 2018) listed the following as her main tasks, which at least have an element of teaching-like activities:
1. Manage day to day operation of the residence in cooperation with other members of the team ie part time Social Educator, Living Skills Program Assistant and the Director of Services.
2. Participate in the development and implementation of student Individual Plans (IPs) under the supervision of the Living Skills Program Assistant and the Director of Services.
3. Promote the maximum participation of each student in decisions and activities of the household.
4. Encourage regular contact with parents/carers in relation to day to day management of the student, through phone calls, School Diary, correspondence etc.
5. Administer and monitor administration of medication.
6. Account for finances allocated to residence on a monthly basis.
7. Supervise and support all residents outside of school hours.
8. Liaise with families, school staff and community agencies where appropriate.
9. Other tasks as required by the Director of Services.
34 That impression is reinforced by Ms Farrell's description in her first affidavit, noting the element of instruction and direct interaction with students (at [29] and part of [30]):
A typical day as a Social Educator would start with students from Mater Dei school arriving at the house by taxi. I helped students unpack their bags, clean their lunchboxes [passage not read]… Together with the other social educator I would then usually take the 5 students to the shops. We would ordinarily take two cars, and I would take 2 or 3 of the students. I took the students in my own car and the travel would range between 2 and 8 kilometres depending on which house I was working in at the time.
While shopping I assisted students with their shopping list for that night's meal. The students' lists I prepared as part of the IP. I would prompt students with the items that we needed, and they would collect the items from the shelves and place them in the basket.
35 In cross-examination, Ms Farrell confirmed that she was responsible for teaching life skills to the students attending the program, including in the community, such as shopping.
36 In the result, I am not convinced that a comparison of the detail of job descriptions can contribute much, if anything, to the determination of the coverage and application of the agreements, not least because work is capable of being covered by more than one industrial instrument or agreement, yet only one can apply: Aldi Foods Pty Ltd v Shop, Distributive and Allied Employees Association [2017] HCA 53; 350 ALR 381 at [30]. A classification might conceivably tip a decision one way or the other if it was otherwise finely balanced, but that should be a point of last resort.