South Africa Judgment

Labour Court Port Elizabeth

Mendu v MEC, Department of Education Eastern Cape Province and Others (P175/2015) [2017] ZALCPE 2 (31 January 2017)

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Source document

01

Holding and result

The Court held that the applicable grievance procedure for educators is found in the Employment of Educators Act and the Personnel Administration Measures, not the Public Service Act. The Applicant complied with the initial steps of the grievance procedure by lodging her complaint in writing, but failed to exhaust the prescribed dispute resolution mechanism by not referring her unresolved grievance to the Education Labour Relations Council. The Court found that educators are required to exhaust internal remedies before approaching the Labour Court, regardless of whether the Department responded to the grievance. As the Applicant did not follow the full procedure, the Labour Court lacked jurisdiction to entertain the application. The application was dismissed, and no costs order was made.

Court disposition

Application dismissed; no order as to costs.

Orders

  • The Applicant’s application is dismissed.
  • There is no order as to costs.

02

Material facts

Parties

Bulelwa Mendu

Applicant Counsel: Adv. M. Grobler

MEC, Department of Education Eastern Cape Province

Respondent Counsel: Adv. GJ Gajjar

Head of Department, Department of Education, Eastern Cape

Respondent Counsel: Adv. GJ Gajjar

Minister of Basic Education

Respondent Counsel: Adv. GJ Gajjar

Director-General, Department of Basic Education

Respondent Counsel: Adv. GJ Gajjar

03

Procedural history

  1. Posture

    Review Application / Judgment

04

Questions and positions

Legal issues

Party arguments

Applicant
The Applicant argued that the grievance code in the Public Service Act does not apply to educators, and that the Employment of Educators Act and Personnel Administration Measures govern her employment and grievance procedures. She contended that she followed the correct procedure by lodging her grievance in writing and that, due to the Department's failure to respond, she was entitled to approach the Labour Court for relief.
Respondent
The Respondents argued that the Applicant failed to follow the prescribed grievance procedure under the Public Service Act, including completing the required form and adhering to the 90-day time limit. They contended that, as a result, the Court lacked jurisdiction and the Applicant was not entitled to relief. They further submitted that the Applicant had alternative remedies, such as referring the dispute to the Education Labour Relations Council or the Public Service Commission, and that her grievance was out of time and had been responded to.

05

Court’s reasoning

  1. 01

    Personnel Administration Measures, Chapter H

    Educators must lodge grievances departmentally and, if unresolved, refer disputes to the Education Labour Relations Council as per the Personnel Administration Measures.

  2. 02

    Personnel Administration Measures, Chapter H, clause 1.1

    The objective of the grievance procedure is to resolve complaints at the personal level and avoid escalation to disputes.

  3. 03

    Employment of Educators Act 76 of 1998; Personnel Administration Measures

    The Labour Court should not be approached directly where internal remedies have not been exhausted.

06

Ratio, limits and disposition

Ratio decidendi

The Court held that the applicable grievance procedure for educators is found in the Employment of Educators Act and the Personnel Administration Measures, not the Public Service Act. The Applicant complied with the initial steps of the grievance procedure by lodging her complaint in writing, but failed to exhaust the prescribed dispute resolution mechanism by not referring her unresolved grievance to the Education Labour Relations Council. The Court found that educators are required to exhaust internal remedies before approaching the Labour Court, regardless of whether the Department responded to the grievance. As the Applicant did not follow the full procedure, the Labour Court lacked jurisdiction to entertain the application. The application was dismissed, and no costs order was made.

Obiter and limits

  • The Court noted that the Personnel Administration Measures do not prescribe specific forms for lodging grievances, and a written complaint suffices.
  • The absence of departmental response does not entitle an educator to bypass internal remedies and approach the Labour Court directly.
  • A cost order was not warranted in the circumstances, having regard to law and fairness.

Court disposition

Application dismissed; no order as to costs.

  • The Applicant’s application is dismissed.
  • There is no order as to costs.

Source and reliance status

Labour Court Port Elizabeth

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Judgment reading view

Judgment text

The complete available source text.

Source document

Labour Court Port Elizabeth

Judgment

[2017] ZALCPE 2

THE LABOUR COURT OF SOUTH AFRICA, PORT ELIZABETH

JUDGMENT

Not Reportable

Case no: P175/2015

BULELWA

MENDU

Applicant

And

MEC, DEPARTMENT OF EDUCATION-

EASTERN

CAPE PROVINCE

First Respondent

THE HEAD OF DEPARTMENT, DEPARTMENT OF

EDUCATION,

EASTERN

CAPE

Second Respondent

THE

MINISTER OF BASIC

EDUCATION

Third Respondent

THE DIRECTOR-GENERAL, DEPARTMENT

OF

BASIC

EDUCATION

Fourth Respondent

Heard: 04 March 2016

Delivered: 31 January 2017

TLHOTLHALEMAJE, J

[1] The Applicant approached the Court to seek mandatory relief, directing the Respondents to consider a grievance she had instituted on 13 February 2014 in respect of an incident which occurred earlier on 5 February 2014. The Respondents opposed the application.

[2] The background to the application is as follows;

2.1 The Applicant is an Educator at Newell High School, Port Elizabeth. She had filed a grievance with the Department following upon what she considered to be victimization, humiliation, intimidation, ridicule, bullying and abuse at the hands of her superior, one Mrs Mdangayi;

2.2 She had followed her grievance with letters, and referred the matter to the Second Respondent directly. Despite further letters through her attorneys of record, she had not received any response from the Department, and it was in the light of these factors that sought the intervention of the Court, as she contended that Mdangayi had continued to insult and demean her;

2.3 The Principal of the school had not taken any action despite the matter being reported. She had also addressed a letter to Mdangayi seeking to resolve the matter which she had ignored. She also wrote a letter to her superior, the Education Development Officer, and submitted a formal grievance without any response;

2.4 On 29 January 2015, the Department sent her a letter informing her that she was declared as excess, and she was to be transferred to Morningside Senior Secondary School. She had submitted another grievance in this regard, which was followed up by correspondence from her attorneys. However, her grievances remained unattended to.

[3] Cedric Andrew Pillay, the Assistant Director (Labour Relations of the Department, Port Elizabeth, had deposed to the answering affidavit on behalf of the First and Second Respondents. He had raised a preliminary point to the effect the Applicant failed to properly

follow the standard grievance procedure as set out in schedule 1 of the Public Service Act of 1994 (The PSA), and to that end she was not entitled to any relief. It was further contended that based on that reason, the Court lacked jurisdiction to entertain the application;

[4] The above preliminary point was raised in view of the Applicant having filed a ‘grievance’ in the form of a letter addressed by her to the Circuit Manager and the school, despite being aware that a formal grievance procedure was to be followed, which included

completing a grievance form as set out in Annexure ‘A’ to schedule 1 of the PSA;

[5] On 22 April 2015, the Applicant had completed Part B of the grievance form, but this was outside of the 90 days from which her complaint

arose. Since there was no agreement between the Applicant and the Department to extent the 90-day period stipulated in paragraph 3 of part D of schedule 1 of the PSA. This grievance was therefore out of time;

[6] It was further submitted that even if the Applicant had followed the correct procedures and adhered to the time limits in lodging her grievance, rather than approaching the Court, the Applicant was at liberty to lodge a grievance with the Public Service Commission, or where she had a case of an alleged unfair labour practice, to have referred a dispute to the Education Labour Relations Bargaining

Council;

[7] In addition to the above, it was further submitted that upon receipt of the Applicant’s reminder of her letter of 13 February 2014, there were responses thereto, and that she had thereafter absented herself from school from August 2014 to September 2015, and thus no purpose would be served to have further regard to her belated grievance.

Evaluation:

[8] In argument, it was submitted on behalf of the Applicant that the grievance code as contained in the PSA was not applicable to Educators, and that the Employment of Educators Act of 1998 (EEA[1]) was applicable. Thus, the EEA in respect of the terms and conditions of employment of Educators found application in the Respondents’

Personnel Administration Measures (PAM), and Chapter H thereof contained the grievance code which was applicable to Educators.

[9] Central to this dispute is whether it should have been before the court. The starting point is to examine the applicable procedures in circumstances where an Educator has a grievance to be resolved. There is a dispute in regards to which grievance procedure is applicable in the education sector. The Applicant’s contention was that the applicable procedures are to be found in the EEA, which provides for the employment of educators by the State, the regulation of the conditions of service, discipline, retirement and discharge of educators and for matters connected therewith, read together with Chapter H of the Personnel Administration Measures (PAM)[2].

[10] The PAM, as per its clause 1.1 is applicable to all Educators as defined in the EEA. In terms of the provisions of Chapter H, and to the extent that a written grievance was lodged, the procedure to have been followed would have entailed it being directed to the head or direct supervisor within 90 days, which was done in this case. Furthermore, a copy of that grievance would then have been filed with the relevant office of the provincial department by the head or supervisor. This was also done in this case. The provisions are however silent in circumstances where a grievance is not attended to at all. However, where a grievant is not satisfied with the outcome, a formal dispute must be registered with the Executive Officer of the Education Labour Relations Council (ELRC) in terms of the provisions of that Council.

[11] As correctly pointed out on behalf of the Applicant, these procedures do not prescribe any forms to be used when lodging a grievance, and thus the grievance as lodged by her in the manner that she did ordinarily complied with these provisions. Significant however in this case is that to the extent that the grievance was not dealt with, should the Applicant have approached the Court directly, or should she rather have referred the dispute to the Executive Officer of the Education Labour Relations Council as prescribed in clause 3.2 of the Code?

[12] The answer to the above question is to be found in objectives of PAM grievance procedure, which are that;

“The objective of this grievance procedure is to seek to resolve a complaint at the personal level as quickly and as to the source of the complaint as possible. It is aimed at avoiding a grievance becoming a dispute. In the case where a grievance cannot be resolved

through this process and is consequently registered as a dispute in terms of the provisions of the constitution of the Educators Labour Relations Council, such registered dispute shall be dealt with in terms of the dispute resolution procedure as set out in the said constitution.”

[13] In line with the above, Educators must therefore lodge their grievances departmentally, and should the Department be unable to resolve their grievance, they should lodge a dispute with the ELRC as stipulated in clause 3.1 (iv) of the PAM. This is irrespective of whether the Department made attempts to resolve that grievance or failed to do so. Accordingly, the Applicant was obliged, in view of her grievance not having been attended to departmentally, to have referred it in accordance with the dispute resolution mechanism in terms of the provisions of the Constitution of the ELRC. To that end, there is no substance in the contention that the Applicant ought to have dealt with the grievance in accordance with the provisions of Schedule 1 of the PSA, nor is there any merit in the contention that she was entitled, in view of the grievance not having been attended to departmentally, to directly approach this Court. She was obliged to exhaust any applicable procedures provided in the Constitution of the ELRC prior to approaching this Court.

[14] In the light of the above conclusions, it follows that this application ought to be dismissed. Further having had regard to the requirements of law and fairness, a cost order in this case is not warranted.

[15] In the premises, I make the following order;

Order:

1. The Applicant’s application is dismissed;

2. There is no order as to costs.

____

Edwin Tlhotlhalemaje

Judge of the Labour Court of South Africa

APPEARANCES:

On behalf of the Applicant:

Adv. M. Grobler

Instructed by:

Michael Randell Attorneys

On behalf of the Respondents: Adv. GJ Gajjar

Instructed by:

State Attorney

[1] No. 76 OF 1998

[2] G.N. 222 of 1999 published in Government Gazette No. 19767 dated 18 February 1999, which provides that;

CHAPTER H - GRIEVANCE PROCEDURE 1.

OBJECTIVE 1.1 The objective of this grievance procedure is to seek to resolve a complaint at the personal level as quickly and as close to the source of the complaint as possible. It is aimed at avoiding a grievance becoming a dispute. In the case where a grievance cannot be resolved through this process and is consequently registered as a dispute in terms of the provisions of the constitution of the Education Labour Relations Council, such registered dispute shall be dealt with in terms of the dispute resolution procedure as set out in the said constitution.

2.

DEFINITION 2.1 A grievance is a complaint by an employee or employees affecting the employment relationship of the person or persons concerned, or where there is an alleged misinterpretation, or violation of his or her, or their rights.

3.

DEALING WITH GRIEVANCES 3.1 Grievances shall be dealt with in the following manner. (a) Oral interview (i) A sincere attempt should be made to resolve any grievance by oral interview between a grievant or grievants and the head of a school or college (herein after referred to as “the head”), and in the case of an educational institution outside a school or college or the head of a school or college, the supervisor (hereinafter referred to as “the supervisor”), before differences become formalised grievances. (ii) During this process no records will be kept of proceedings which

will be without prejudice to either of the parties. (b) Formal written grievance: Institutional level, (school/college) and departmental level (i) A grievant or grievants may lodge a grievance or grievances with the head or the supervisor in writing within a reasonable period of time, but in any event not later than 90 calendar days following on the time and date on which the alleged grievance or grievances occurred. Full details of the nature of the grievance or grievances must be relayed to the head or the supervisor, as the case may be. The grievance or grievances must bear the signature or signatures of the grievant or the grievants and a copy thereof shall be filed with the relevant office of the provincial department of education by the head or supervisor, as the case may be, which office shall be identified by the relevant head of a provincial department in each province. (ii) The head or the supervisor, as the case may be, shall confer with

the grievant or grievants, and others involved, within 3 working days of receipt of the formal written grievance in order to resolve the grievance. At this meeting the facts shall be presented and considered and an effort shall be made to resolve the matter to the satisfaction of all parties. (iii) The head or the supervisor, as the case may be, shall communicate

the outcome to the relevant office of the provincial department of education within 5 working days of the resolution or non resolution

of a grievance. (iv) If an action or lack of an action, or a decision or lack of a decision, concerns the head or the supervisor, the grievant or grievants may refer the matter directly to the regional/district level in respect of a school/college and departmental level in respect of an institution outside a school/college, provided that a sincere attempt has been made to resolve the grievance or grievances in terms of the provisions of paragraph 3 (a) above. (c) Regional/district level in respect of a school/college and departmental level in respect of an institution outside a school/college (i) If the grievant or grievants is/are not satisfied with the outcome referred to in sub-clause (b) above, the grievant or grievants may refer the matter in writing, by hand or registered mail, together with the decision of the head or the supervisor, as the case may be, to the regional/district head of education in the case of an educator at a school/college and in the case of an educator outside a school/college to the office referred to in sub-clause (b)(i), within 5 working days of the parties failing to resolve the grievance or grievances. A copy of the referral must be presented to the head or supervisor, as the case may be, and where applicable, to the grievant or grievants’ trade union. (ii) The head or the supervisor shall forward his or her comments

together with all relevant information on the grievance or grievances to the regional/district head or the office referred to in sub-clause (b)(i), as the case may be, within 5 working days after receiving the referral mentioned in sub-clause (c)(i) above. (iii) The head of the region/district or the head of the relevant provincial education department, or his or her delegate in respect of an educator outside an educational institution, shall within 5 working days from the date of receipt of all the parties’ referrals, attempt to resolve the grievance or grievances and communicate his or her decision in writing to all parties. (iv) Should the grievant or grievants not be satisfied with the outcome, he or she may register a formal dispute with the Executive Officer of the Education Labour Relations Council (hereinafter referred to as the “Council”) in terms of the provisions of the Council’s constitution. 3.2 A trade union registered with the Council may register a grievance with the head or supervisor or the head of a relevant department of education, as the case may be, on behalf of its members individually

or collectively and represent such member or members during any stage of this grievance procedure. A non-member or non-members may be represented by another employee. 3.3 The parties to a grievance or grievances may by agreement extend the periods referred to in sub-clauses (b)(i) and (c)(ii) and (iii) above.

[2] G.N. 222 of 1999 published in Government Gazette No. 19767 dated 18 February 1999, which provides that;

CHAPTER H - GRIEVANCE PROCEDURE

1.

OBJECTIVE

1.1 The objective of this grievance procedure is to seek to resolve a complaint at the personal level as quickly and as close to the source of the complaint as possible. It is aimed at avoiding a grievance becoming a dispute. In the case where a grievance cannot be resolved through this process and is consequently registered as a dispute in terms of the provisions of the constitution of the Education Labour Relations Council, such registered dispute shall be dealt with in terms of the dispute resolution procedure as set out in the said constitution.

2.

DEFINITION

2.1 A grievance is a complaint by an employee or employees affecting the employment relationship of the person or persons concerned, or where there is an alleged misinterpretation, or violation of his or her, or their rights.

3.

DEALING WITH GRIEVANCES

3.1 Grievances shall be dealt with in the following manner.

(a) Oral interview

(i) A sincere attempt should be made to resolve any grievance by oral interview between a grievant or grievants and the head of a school or college (herein after referred to as “the head”), and in the case of an educational institution outside a school or college or the head of a school or college, the supervisor (hereinafter referred to as “the supervisor”), before differences become formalised grievances.

(ii) During this process no records will be kept of proceedings which

will be without prejudice to either of the parties.

(b) Formal written grievance: Institutional level, (school/college) and departmental level

(i) A grievant or grievants may lodge a grievance or grievances with the head or the supervisor in writing within a reasonable period of time, but in any event not later than 90 calendar days following on the time and date on which the alleged grievance or grievances occurred. Full details of the nature of the grievance or grievances must be relayed to the head or the supervisor, as the case may be. The grievance or grievances must bear the signature or signatures of the grievant or the grievants and a copy thereof shall be filed with the relevant office of the provincial department of education by the head or supervisor, as the case may be, which office shall be identified by the relevant head of a provincial department in each province.

(ii) The head or the supervisor, as the case may be, shall confer with

the grievant or grievants, and others involved, within 3 working days of receipt of the formal written grievance in order to resolve the grievance. At this meeting the facts shall be presented and considered and an effort shall be made to resolve the matter to the satisfaction of all parties.

(iii) The head or the supervisor, as the case may be, shall communicate

the outcome to the relevant office of the provincial department of education within 5 working days of the resolution or non resolution

of a grievance.

(iv) If an action or lack of an action, or a decision or lack of a decision, concerns the head or the supervisor, the grievant or grievants may refer the matter directly to the regional/district level in respect of a school/college and departmental level in respect of an institution outside a school/college, provided that a sincere attempt has been made to resolve the grievance or grievances in terms of the provisions of paragraph 3 (a) above.

(c) Regional/district level in respect of a school/college and departmental level in respect of an institution outside a school/college

(i) If the grievant or grievants is/are not satisfied with the outcome referred to in sub-clause (b) above, the grievant or grievants may refer the matter in writing, by hand or registered mail, together with the decision of the head or the supervisor, as the case may be, to the regional/district head of education in the case of an educator at a school/college and in the case of an educator outside a school/college to the office referred to in sub-clause (b)(i), within 5 working days of the parties failing to resolve the grievance or grievances. A copy of the referral must be presented to the head or supervisor, as the case may be, and where applicable, to the grievant or grievants’ trade union.

(ii) The head or the supervisor shall forward his or her comments

together with all relevant information on the grievance or grievances to the regional/district head or the office referred to in sub-clause (b)(i), as the case may be, within 5 working days after receiving the referral mentioned in sub-clause (c)(i) above.

(iii) The head of the region/district or the head of the relevant provincial education department, or his or her delegate in respect of an educator outside an educational institution, shall within 5 working days from the date of receipt of all the parties’ referrals, attempt to resolve the grievance or grievances and communicate his or her decision in writing to all parties.

(iv) Should the grievant or grievants not be satisfied with the outcome, he or she may register a formal dispute with the Executive Officer of the Education Labour Relations Council (hereinafter referred to as the “Council”) in terms of the provisions of the Council’s constitution.

3.2 A trade union registered with the Council may register a grievance with the head or supervisor or the head of a relevant department of education, as the case may be, on behalf of its members individually

or collectively and represent such member or members during any stage of this grievance procedure. A non-member or non-members may be represented by another employee.

3.3 The parties to a grievance or grievances may by agreement extend the periods referred to in sub-clauses (b)(i) and (c)(ii) and (iii) above.

Source wording is retained. Consult the source document for its original formatting and pagination.

Authorities

Authorities used by the court

Cases, legislation, regulations, and constitutional provisions identified in the available record.

Employment of Educators Act 76 of 1998

Legislation

Legislation referenced in the available case record.

Personnel Administration Measures, Chapter H

Legislation

Legislation referenced in the available case record.

Public Service Act of 1994

Legislation

Legislation referenced in the available case record.

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