PR933337

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AUSTRALIAN INDUSTRIAL RELATIONS COMMISSION

Workplace Relations Act 1996

s.170CE application for relief in respect of termination of employment

Paul Thomas

and

Logica Pty Ltd

(U2003/988)

SENIOR DEPUTY PRESIDENT KAUFMAN

MELBOURNE, 20 JUNE 2003

Termination of employment - effect of deed of release - duress - approach of Commission.

EX TEMPORE REASONS FOR DECISION

On 3 June 2003, I gave the following reasons, now slightly revised and edited, for dismissing Mr Thomas' application for relief under s.170CE of the Workplace Relations Act 1996.

[1] On 20 February 2003, the applicant, Mr Paul Thomas, lodged an application for relief under s.170CE(1)(a) of the Workplace Relations Act 1996 concerning the termination of his employment by Logica Australia Pty Ltd.

[2] Mr N. Henderson of the Australian Municipal, Administrative, Clerical and Services Union, appeared on behalf of the applicant, and Mr R. Bunting, solicitor, appeared, by leave, for Logica.

[3] Mr Thomas' employment was terminated by Logica on 17 January 2003. There is no dispute that as a result of a major merger between that company and another the positions of some 33 employees were made redundant. Mr Thomas claims that the procedure whereby he was selected was defective and deficient, thus rendering his termination of employment harsh, unjust or unreasonable.

[4] A preliminary issue to be determined is whether Mr Thomas is precluded from maintaining this action because he executed a deed of release at the time of the termination of his employment on 17 January. He was informed that he would be made redundant on 13 January and at the time of that meeting he was handed a release which he was asked to sign. The release ran to several pages but, relevantly to this decision, it provided in its recitals by way of background under clause (b) that:

Mr Thomas was defined as "Employee" on the face sheet.

[5] In the operative provisions the relevant clauses are set out below:

and it goes on to say what sort of payments are included, one of those being redundancy payment.

These appear to me to be the relevant parts of the release for the purposes of these reasons. There is appended a schedule A that sets out the entitlements to which Mr Thomas became entitled on execution of the document.

[6] Mr Thomas claims that he executed the release under duress. In the words of Mr Henderson who appeared for Mr Thomas, at paragraphs 15 and 16 of the applicant's outline of submissions:

[7] Mr Thomas said that when he was told of his redundancy, Mr David Grima, the Victorian regional manager of the respondent's services division, told him that his position was redundant due to the merger; he could work out his notice but they would prefer him to go then. Mr Grima denied this and said that he told Mr Thomas that many employees preferred to go immediately. Mr Thomas said that Mr Grima told him what his entitlement under the deed would be and gave him a copy of the deed for his signature.

[8] There is no dispute that the applicant said that he wanted to consult his union before signing the deed, and that Mr Grima was happy that he adopt that course. There is a conflict about how long the applicant had to consider his position. Mr Thomas said that he had to sign the deed of release within three days, but Mr Grima said that he told the applicant no such thing. Mr Thomas in his oral evidence said:

I take that to mean the entitle ments, as set out in schedule A to the deed. In his statement, Mr Thomas said the following:

He attached a copy of the deed or release.

[9] However, during his oral evidence, Mr Thomas conceded that Mr Grima took him through schedule A and that Mr Grima said that there was a likelihood that Mr Thomas would miss out on some of the entitlements if he did not sign. I emphasise the word "some" because that seems to me to be significant. Mr Thomas also said that he knew that he had an entitlement to redundancy pay regardless of the deed.

[10] Mr Thomas said that he was aware of the staff handbook, which is attachment RR5 to the witness statement of Mr Rogers, the national staff manager. Clause 3.13 of that document states:

[11] Mr Thomas further said that he knew from his contract of employment that he had an entitlement to redundancy payments and other entitlements. He conceded that it was not correct to say that he would not get anything if he didn't sign the deed. I note that there was no suggestion in Mr Thomas' evidence, either in chief or in cross-examination, that if he didn't sign the deed, he would have to fight for his contractual entitlements or that those entitlements would not be paid within a timely fashion after his termination took effect.

[12] The applicant sought the advice of his union as to whether or not he should sign the deed. He was distressed at the time of his sacking, and he was under considerable financial pressure. He had mortgage and car lease commitments that he had to pay. Although it had not been quantified, the applicant knew that he would get something if he did not execute the deed. Neither he nor his union sought quantification of what amount Mr Thomas would receive were he not to sign the deed.

[13] Mr Grima conducted the termination interview, observed by Mr Bailey. They both gave evidence. Mr Grima contested telling the applicant that the company preferred him to work out his notice period. In my view, nothing turns on this in any event. Mr Grima also denied limiting the time to sign the deed to three days. Again, in my view, little or nothing turns on this as the applicant did not say at any time that he felt that three days was not enough.

[14] Mr Grima denies saying that if the applicant did not sign he would get nothing and indeed, the applicant's evidence does not go that far. I am prepared to accept that the applicant was told he might miss out on some of his entitlements as set out schedule A if he did not sign the deed, and that does indeed appear to be what would have happened. Mr Rogers also gave evidence and he provided a witness statement, as did all the witnesses. In his statement Mr Rogers said:

[15] Employees from the ex-MITS business were entitled to severance pay according to the Logica/MITS staff handbook referenced in the ex-MITS employee's letter of appointment. I have already referred to the relevant extract of that handbook. I might add that Mr Thomas' contract of employment is also in evidence.

[16] Mr Rogers then dealt with the position of employees who agreed to sign the release. In his witness statement, Mr Rogers said at paragraph 19:

[17] At paragraph 20 of Mr Roger's statement, he set out the table of the redundancy pay scale that was applied. At paragraph 21 he dealt with Mr Thomas' position saying:

[18] Mr Rogers went on to indicate that he is aware that Mr Thomas had sought advice from the ASU, signed the deed, and received a $21,774.30 gross redundancy package comprising 14 weeks severance pay, one month's pay in lieu of notice, outstanding salary and accrued annual leave entitlements.

[19] It can be ascertained, and Mr Bunting has informed me, that had Mr Thomas not signed the deed and received ten weeks pay, he would have been paid the amount of $7,635 compared with the $10,689 he received for 14 weeks. There is a difference of $3,054. Mr Thomas did not complain, either on 13 January or on 17 January, that he was being pressured to sign the deed or that he understood that if he did not sign it he would get nothing. He signed the deed after obtaining advice from his union, the Australian Services Union. Mr Atwood, the branch executive president, provided a statement and gave oral evidence at the hearing. In his statement he said:

[20] Paragraph 3, to which I have referred, seems to be at odds with what Mr Thomas said and is contrary to the company's evidence. There was no evidence brought by Mr Thomas that he was required to sign the release before he would get any termination pay. As I have said, it appears from the evidence that neither the applicant nor Mr Thomas sought to clarify what would be the position in respect of Mr Thomas' entitlements if he declined to sign the deed of release. Mr Atwood said that he was not sure of the redundancy entitlements of the respondent's employees.

[21] The respondent led evidence from a number of witnesses, but I think that I have referred sufficiently to the evidence called on behalf of the respondents in relation to these issues. The matter that I must determine is, was there duress so as to make it unconscionable for the respondent to rely on the deed of release to prevent the applicant pursuing his application for relief.

[22] The parties both accept that the deed may be relied upon as a bar to the applicant maintaining these proceedings. Accordingly, it is not necessary for me to determine on what basis the Commission may exercise that jurisdiction; whether it be by way of estoppel or otherwise. It is accepted by the parties that many claims such as this are compromised at various stages; some before proceedings are brought and some even at the death knell of proceedings in the Commission.

[23] I have been referred to a number of authorities in relation to how the Commission should approach the task of determining whether or not to rely on a deed of release such as this. The first case to which I was referred is that of Stork Electrical Proprietary Limited v Le Good which is a decision of the Full Bench of the Commission comprising the President, Senior Deputy President Watson and Commissioner Holmes. 1 That was an appeal against a decision of Commissioner Whelan where the Commissioner had found a termination of employment to have been harsh, unjust and unreasonable, and the question of estoppel arose, because the applicant had executed a deed of release. The Commissioner had found that the employer put the employee under pressure, and used its superior bargaining power in doing so. She found that the employee was under a special disadvantage in having her employment terminated on the eve of entry to hospital for major surgery. The Full Bench dealt with the deed of release at page 9 of the report, at paragraph 33, noting that:

[24] The Full Bench set out the relevant parts of the release which are not dissimilar to those of the release in question in these proceedings. At paragraph 34 the Full Bench noted that:

[25] The Bench then pointed out how the Commissioner characterised the appellant's submissions concerning the deed, and they quoted from the Commissioner's decision thus:

[26] The Full Bench accepted that that was the way in which the matter was argued before the Commissioner. And although the employer on appeal sought to argue the issue of estoppel, the Commission was not prepared to allow it to change tack on appeal. The Full Bench concluded in paragraph 35 by saying:

[27] However, in the next paragraph under the heading: Public Policy, the Full Bench said this:

[28] At paragraph 37 the Full Bench continued:

[29] In this case it seems to me that there are no special circumstances of the kind referred to in Stork Electrical Proprietary Limited v Le Good relating to the applicant. The circumstance relied on by Mr Henderson is that the applicant had economic reasons requiring him to continue receiving money in order to meet his mortgage and car repayment obligations.

[30] I made some observations on the powers of the Commission in relation to questions of estoppel in T. Ersetic v G.B. Tooling Pty Ltd. 2 At paragraph 5 of that decision, I quoted from The Laws of Australia, 3 as follows:

[31] I referred to a decision of Deputy President Williams, as he then was, where his Honour doubted whether estoppel applied in certain matters before the Commission. His Honour doubted that a legal doctrine, such as equitable estoppel, was appropriate for proceedings before the Commission. At paragraph 8 I went on to say:

[32] In the end I doubted that estoppel was available at the time that a party challenges the jurisdiction of the Commission. Similar comments, although in a different context, have been made by Vice President Lawler in Hogan v Employment National (Administration) Pty Ltd. 4 That matter involved a motion under section 170CE(a) to dismiss an application for want of jurisdiction on the basis that there was an abuse of process and that there was a res judicata. An order had been obtained by Mr Hogan under s.106 of the Industrial Relations Act (1996) (NSW), and it was argued against him that there was a res judicata preventing him from bringing an unfair dismissal proceeding. At paragraph 29 his Honour the Vice President said the following:

[33] I intend to take the approach that I adopted in the Ersetic case rather than deciding whether strictly an estoppel arises or some other legal or quasi-legal bar exists. I intend to consider this matter, having regard to the requirements of section 110(2)(c) and s.170CA(2) and ask the question: should the Commission, acting according to equity, good conscience and the substantial merits of the case as well as ensuring that the parties are given a fair go all round, allow this application to proceed in face of the deed of release signed by the applicant? Further, s.90 requires that I have regard to the public interest. It is in the public interest that settlements compromising proceedings or potential proceedings be honoured, unless here is a sound reason, such as that the compromise was obtained by duress, not to observe their terms.

[34] Mr Henderson submits that I should disregard the deed of release, because it was obtained by duress and misrepresentation. The duress is said to be Mr Thomas' economic position and his belief that to access his entitlements he was obliged to sign the deed of release. Further, that because he only had three days, he was placed under unconscionable pressure. The misrepresentation is said to be the fact that Mr Thomas was informed, and the deed recites, that his "position" had become redundant.

[35] The leading case on duress is Crescendo Management Pty Ltd v Westpac Banking Corporation. 5 In the judgment of McHugh JA, as he then was, at page 46 appears an exposition of what constitutes duress, an exposition that has been consistently adopted and applied since his Honour's reasons were delivered. His Honour said:

[36] It can be seen that to constitute economic duress the pressure must be illegitimate. A more recent discussion of what constitutes unconscionable conduct may be found in ACCC v CG Berbatis Holdings Pty Ltd. 6 It is a judgment of Gleeson CJ, Gummow, Kirby, Hayne and Callinan JJ. It revolved around an extension of a lease, and I think that the facts appear sufficiently from this part of the headnote:

[37] The Chief Justice made some observations about unconscionable conduct at paragraph 11 and following as follows:

[38] Gummow and Hayne JJ at page 167 also discussed unconscionable conduct. I note that their Honours had cited Crescendo at paragraph 45 of the judgment. At 55 their Honours said:

The Justices Gummow and Hayne continued:

[39] On the question of duress Mr Bunting also referred me to the case of Tunbridge v Linde Material Handling Pty Limited. 7 That case is in some respects strikingly similar to this case. It was a matter in relation to unlawful termination under the predecessor to the Workplace Relations Act, the Industrial Relations Act 1988, and it also involved a deed of release, and the effect of that when considering unfair dismissal proceedings under that Act.

[40] Mr Bunting took me to page 116 where there is set out the factors that were alleged to constitute the duress that was applied to the applicant:

[41] There was a deed of release relied on in that case, as there was in this case and the effect of the deed of release in Tunbridge's case seemed to be that Tunbridge would have been paid an additional two months pay over and above his strict legal entitlements had he signed the deed of release. The Judicial Registrar dealt with the concept of duress at page 117 saying:

At page 119 the Judicial Registrar found that the applicant considered the approach of the company to be intimidatory and went on to say, as I said:

The Judicial Registrar went on to find:

[42] In applying the principles gleaned from the cases to which I have referred, I can discern no unconscionable conduct by the respondent in this matter. Accordingly, no duress has been applied. Any financial pressure under which the applicant was placed was of his own making. It was not a result of anything done by the company. In any event, Mr Thomas knew, or should have known, that he would get much of what was offered under the deed even if he didn't sign it and, on the evidence, it would appear that he would have got all but $3,054 of what he received under the deed.

[43] There is no evidence that the three-day period, even if the applicant was given only three days to make a decision, was too short, or that it put him under undue pressure. There is no basis for any assertion that Mr Thomas would miss out on his statutory entitlements or have to fight for them if he hadn't signed the deed of release. Mr Thomas had an opportunity to seek union advice and he got union advice and that advice was to the effect that if he signed the deed of release the company would seek to prevent him bringing unfair dismissal proceedings.

[44] Mr Thomas knew what was the result of signing the deed, as was the case in Tunbridge. Mr Thomas signed the deed to achieve the better financial result that was to be obtained by signing it. He got his extra four weeks severance pay. The signature on the deed of release was not obtained by duress.

[45] Mr Henderson finally contended that the deed was signed under a misrepresentation as to the nature of the redundancy. He makes the valid point that Mr Thomas was told that his position was redundant, when the true position was that as a result of the merger there were fewer desktop support technician positions available in the merged organisation than there had been in the two merging organisations. There appear, as I understand the evidence, to have been two fewer such positions. However, I do not think that the possible misdescription of the provision in the deed of release constitutes a misrepresentation.

[46] Mr Thomas knew that there had been a merger and it is likely that he knew not all desktop support technician positions had been made redundant. In my view there is force in Mr Bunting's submission that the position of a desktop support technician had become redundant. It was a misdescription to say that Mr Thomas' position had become redundant, but in my view that misdescription did not constitute a misrepresentation such as to justify me in releasing Mr Thomas from the force of the deed.

[47] The basis for Mr Thomas' retrenchment was the abolition of two such positions and his not being retained for any of the remaining positions. I accept that if the matter were to proceed to a hearing on the merits, questions about how Mr Thomas was selected for redundancy would arise. However, as I have indicated, I do not accept that the respondent or the deed misrepresented the basis for the termination of Mr Thomas' employment. The applicant's termination of employment was because he was redundant, there having been fewer desktop support technician positions available after the merger than there had been before it.

[48] Accordingly, it is not appropriate that the provisions of the deed should be departed from, and accordingly the applicant's application for relief is dismissed.

BY THE COMMISSION:

SENIOR DEPUTY PRESIDENT

Appearances:

N. Henderson on behalf of the applicant.

R. Bunting on behalf of Logica Australia Pty Ltd.

Hearing details:

2003.

Melbourne:

June 3.

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1 (1990) 95 IR 1

2 PR918716, 7 June 2002

3 Chapter 35.6 - Estoppel, 1993, p.7

4 PR928171, 14 May 2003

5 (1988) 19 NSWLR 40

6 (2003) 197 ALR 153

7 1997 72 ILR at page 115