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[2004] VSCA 71
Court of Appeal (Vic)
2004-04-30
PHILLIPS, CALLAWAY and BUCHANAN, JJ.A.
Original judgment source is linked above.
Discrimination - Equal opportunity - Indirect discrimination - Employment by Hansard - Condition of employment that employees attend on site when Parliament sitting - Employee a reporter and subsequently sub-editor - Employee's current responsibilities as parent demanding her presence at home - Refusal to allow the employee to work from home via modem - Relevance of alternative means of working - Whether requirement to attend on site not reasonable - Whether indirect discrimination in employment - Equal Opportunity Act 1984 ss.9, 14.
"(1) Indirect discrimination occurs if a person imposes, or proposes to impose, a requirement, condition or practice - (a) that someone with an attribute does not or cannot comply with; and (b) that a higher proportion of people without that attribute, or with a different attribute, do or can comply with; and (c) that is not reasonable. (2) Whether a requirement, condition or practice is reasonable depends on all the relevant circumstances of the case, including- (a) the consequences of failing to comply with the requirement, condition or practice; (b) the cost of alternative requirements, conditions or practices; (c) the financial circumstances of the person imposing, or proposing to impose, the requirement, condition or practice. (3) In determining whether a person indirectly discriminates it is irrelevant whether or not that person is aware of the discrimination."
"An employer must not discriminate against an employee - (a) by denying or limiting access by the employee to opportunities for promotion, transfer or training or to any other benefits connected with the employment; (b) by dismissing the employee or otherwise terminating his or her employment; (c) by denying the employee access to a guidance program, an apprenticeship training program or other occupational training or retraining program; (d) by subjecting the employee to any other detriment."
(a) Staff were usually not required to work on Mondays in sitting weeks.
(b) On Tuesdays, Ms. Schou commenced work at a time between 10 am. and noon and finished at about 2 am. the following morning.
(c) On Wednesdays, Ms. Schou commenced at about 10 am. and worked until about 1 am or 2 am the following morning.
(d) On Thursdays, Ms. Schou generally worked between 10 am. and 8 p.m.
(e) Generally, on Fridays Parliament did not sit and proof-reading was done. Ms. Schou also attended a sub-editors' meeting. Many employees left just after lunch and Ms. Schou generally left by 2 p.m. or 3 p.m. On the rare Fridays that a committee was sitting she may have been detained until 6 p.m. or 7 p.m.
Although reports were also required of parliamentary committees, which usually convened in non-sitting weeks, the average number of days on which committees sat in the period from 1993 to 1997 was between 11 and 20 per annum and it was rare for Hansard staff to work in excess of three days in non-sitting weeks or to be called in when on-call.
"[T]he test of reasonableness is less demanding than one of necessity, but more demanding than a test of convenience .... The criterion is an objective one, which requires the Court to weigh the nature and extend of the discriminatory effect, on the one hand, against the reasons advanced in favour of the requirement or condition on the other. All the circumstances of the case must be taken into account."
See also Waters per Deane, J.[7], contrast per Mason, C.J. and Gaudron, J.[8]; Commonwealth of Australia v. Human Rights and Equal Opportunity Commission[9] per Lockhart, J.[10], per Sheppard, J.[11], per Lindgren, J.[12]; Australian Medical Council v. Wilson[13] per Heerey, J.; and Commonwealth Bank of Australia v. Human Rights and Equal Opportunity Commission[14] per Sackville, J. Relevant factors will necessarily vary from case to case, but the presence, as here, of a logical and understandable basis for the requirement or condition must be an important factor and there can be no doubt but that the attendance requirement was both appropriate and adapted to serve the end it was intended to serve. Thus, if one puts aside consideration of the modem proposal (as Harper, J. urged the Tribunal to do), it appears to me that the only conclusion open on the evidence was that the attendance requirement was altogether a reasonable one. Moreover, when it is borne in mind that the respondent bore the onus of establishing to the Tribunal's satisfaction that the condition or requirement in question was not reasonable, it suffices that there was no basis in the evidence for so concluding, if the modem proposal was disregarded.
"The Commission refers to the circumstance where an alternative requirement or condition could have avoided or ameliorated the disadvantage experienced by the complainant. That is certainly a factor to be taken into account. But the fact that an alternative could have been adopted does not of itself render a condition which is `appropriate and adapted to the activity in question', to use the Commission's words, unreasonable. Section 5(2) required a finding that the requirement or condition be `not reasonable'. The whole of the circumstances must be examined." [Emphasis added]
Perhaps the existence of a viable alternative, at least for Ms Schou at that particular juncture in her life, made it not necessary for the employer to insist for the time being upon the general condition or requirement that there be attendance on site during sitting days, but s.9 does not turn upon necessity. Nor does it turn upon whether it was reasonable or not for the employer to insist upon the condition or requirement: that is to distort the issue raised by s.9. The question is whether the condition or requirement, being insisted upon, was itself not reasonable. Again as Beaumont, J. put it in Commonwealth Bank[16]:-
"The issue was not whether discrimination was reasonable but whether the requirements or conditions imposed by the Bank [in that case] were `not reasonable'."
As I have said, so far from being not reasonable, the attendance requirement was perfectly reasonable and, with respect, it was simply not open to the Tribunal to conclude otherwise. The existence of the alternative - an alternative which was put forward merely as a short-term solution to the temporary problem - did not dictate the contrary.
"[Harper, J.] took the view that the Tribunal had erred in the way in which it framed the question of whether it was reasonable to require the applicant [i.e., Ms. Schou] to attend her work location whilst Parliament was sitting. Harper, J. held that the Tribunal had misunderstood the issue before it and had concentrated on whether the option proposed by the applicant was reasonable, rather than on what he identified as the central issue, namely the reasonableness of the requirement that all sub-editors attend the work site at Parliament House. He took the view that the Tribunal had erred in determining the reasonableness of the attendance requirement by looking only at the applicant and not at the sub-editors as a group."
The vice president then[19] quoted this from the reasons for judgment of Harper, J.:-
"The Tribunal, by this approach, concentrated upon the reasonableness of the modem proposal. The Tribunal was in my opinion wrong to do so. The modem proposal is only relevant if the "attendance" requirement is in its general operation (that is as it operates generally on Hansard Sub-editors) unreasonable. .... It is not sufficient to concentrate only on Ms. Schou to the exclusion of the others. This, nevertheless, is what (as it seems to me) the Tribunal did."
The vice president concluded this part of his reasons as follows[20]:-
"It follows that the issue before me is the "reasonableness" of the obligation imposed by the [employer] upon all sub-editors to attend at Parliament House full time. As I understand it [counsel] on behalf of the applicant, did not dispute that this was the central issue before me. Indeed the written submissions which she filed and to which she spoke concentrated on this issue."
Thus far, the task before the Tribunal on the second occasion was correctly identified but, with respect, I do not think that the task was discharged.
"The general thrust of the submission made by [counsel] on behalf of the applicant is that when the nature of the work performed by sub-editors and the manner in which they performed that work is examined in detail, the proper conclusion is that the proposition put by the applicant, whereby she would work from home on Thursdays and Fridays during sitting weeks for the limited period involved, was practical and achievable. Accordingly, so the argument goes, it was not reasonable of the respondent to refuse to adopt and implement this proposal. [Counsel] submits that the very fact that the proposal was supported by the assistant chief reporters ... is convincing evidence that the proposal was reasonable and achievable."
As I read the reasons for decision, this was the argument accepted by the Tribunal. In other words, the vice president concluded that, because the modem proposal was "practical and achievable" (or was "reasonable and achievable") it was not reasonable of the present appellant to refuse to adopt and implement it. In consequence (as I follow the reasoning) his Honour concluded that to insist upon the attendance requirement was "not reasonable" in terms of s.9(1)(c).
"I am conscious that in this case there were only four employees working as sub-editors. If even one of them was working from home, a significant proportion of the employees in this classification would be doing so. Subject to the strength of the evidence as to whether any of the sub-editors strictly needed to attend Parliament, the proportion of sub-editors permitted to work from home under a more flexible arrangement would be relevant to whether such an arrangement would render the strict attendance requirement unreasonable."
In other words, his Honour regarded it as material that not all the sub-editors could be permitted to work from home if they so chose, even to the limited extent proposed by Ms. Schou.
"Another factor relevant to reasonableness is that the applicant's proposal was to work from home two days a week whilst Parliament was sitting. The proposal was for a specific purpose and for a limited period. I consider it relevant that the President of the Legislative Assembly indicated in a memorandum his view that the decision to permit the applicant to work from home was one for management and that "as it would be for a short time only" he was not raising "any objections to it".
In my opinion, that was the proper approach: it was not a matter for complaint of indirect discrimination under the Act.
"The test cited by Harper, J. requires me to make an assessment of the reasonableness of the attendance requirement in light of the degree of inconvenience (if any) that a suggested alternative might involve together with other relevant factors."
His Honour then turned to examine "in more detail the nature of the work performed by reporters and sub-editors together with the detail of the modem proposal".[25] Each of the difficulties raised by the employer were then canvassed, such as the need for frequent communication between reporters and sub-editors on the one hand and between sub-editors and assistant chief reporters on the other[26]; that sub-editors frequently needed to discuss issues with each other and senior staff[27]; the strict time constraints for completing the reports, the value of direct contact with reporters and others, the potential burden placed on other sub-editors if one was absent or attempting to work from home, the security of the material, the problem of possible equipment failure, and the need from time to time for reporters and sub-editors "to liaise with ministers, members and their staff". (That some of these difficulties were not points made at the first hearing before the Tribunal appears to have weighed with his Honour and I am not clear why that was so, but I pass it by without further comment.) His Honour concluded that "the difficulties now emphasised by the [employer] are or were not so great as to make the modem proposal impractical".[28]
"I again conclude that the matters raised on behalf of the applicant are sufficient to support a conclusion that the attendance requirement was unreasonable in so far as it was supported on this ground."
In other words, in so far as the employer sought to support the attendance requirement as reasonable, the arguments of the applicant (Ms Schou) were described as sufficient to support the conclusion that the requirement was unreasonable. But of course the arguments advanced on behalf of Ms Schou were directed at diminishing or destroying the force of what the employer put forward and it may well be that, when read in the context of each of the matters considered, his Honour's expression of conclusion did reflect a reversal of the onus, as was submitted to us (even though the consideration of those various matters was prefaced by a correct statement of the onus[32]).
"But even where the imposition of the particular requirement or condition is appropriate and adapted to the performance of the relevant activity or the completion of the relevant transaction, it is necessary to consider whether performance or completion might reasonably have been achieved without imposing so discriminatory a requirement or condition."
"Another relevant factor would be the availability of alternative methods which would achieve the objectives of the Cabinet resolution but in a less discriminatory way."
If the effect of inflexibility is to discriminate between persons with and without an attribute, "inflexible" may be substituted for "discriminatory" in each of those passages. It is unnecessary, in this case, to choose between a two-stage and a single-stage approach. [38]
Whether it was unreasonable to impose an inflexible requirement is a question of fact on which I express no opinion.
[1] According to the affidavit of David Joseph Janson sworn on 8 July 2002 paragraph 18.
[6] [1989] FCA 342; (1989) 23 F.C.R. 251 at 263.
[13] (1996) 68 F.C.R. 46 at 60.
[14] (1997) 80 F.C.R. 78 at 110 ff.
[15] 80 F.C.R. 78 at 88.
[35] In Waters at 372 Brennan, J. (dissenting) described as "misdirected" the invocation of the Act to support a claim which was in truth for special treatment. (This was quoted by Harper, J. [2001] VSC 321 at [13].)
[36] [1991] HCA 49; (1991) 173 C.L.R. 349 at 379.
[38] I agree with Phillips, J.A. that, if a two-stage approach is required, the Tribunal assumed the first stage in favour of the appellant; but I doubt that a two-stage approach is required, having regard to the terms of s.9(2).
[39] Section 9(1)(c). For simplicity hereafter I shall sometimes use "unreasonable" as a synonym for "not reasonable".
[40] As the Tribunal said in its reasons at [40], after referring to Harper, J.'s decision in State of Victoria v. Schou [2001] VSC 321, "However, it must be borne in mind that the attendance requirement which the respondent chose to apply to sub-editors was quite inflexible." (Emphasis added.)
[41] See fn. [ above. It may also be that Harper, J.'s decision was too favourable to the appellant: see ]State of Victoria v. Schou at [24].
[42] Section 9(2)(a). So, too, at [80], the Tribunal prefaced its consideration of factors on which the appellant relied to support the attendance requirement with a reminder that it was for the respondent to show that the requirement was not reasonable. I do not think that there was any reversal of the onus of proof.
State of Victoria
Schou [2004] VSCA 71