“1. It is unclear what ‘contributions to wider school aspirations’ would be counted. 2. Training benefiting the school needs clarification - it could be a matter of opinion whether certain training has had an impact on the school. 3. Using periods of absence as a criterion is a major concern as it does not take into account the reasons for those absences. There is a separate policy and procedure for dealing with sickness absence and redundancy cannot be used as an alternative.”
“Thanks for the criteria. While understanding your position I have reservations about three criteria: 1. Wider school aspirations should be linked to the SDP [school development plan] and suggest acceptable evidence. 2. Continuous professional development should again be linked directly to the SDP and include evidence of how it has been ‘cascaded’. You should bear in mind that not every member of staff will have had the opportunity to attend relevant courses because of e.g. lack of funding, family commitments etc. 3. Absence is really tricky and ideally [should] not be used. An appeal would undoubtedly use this … […] Staff should always feel comfortable with the notion that it is a POST that is being made redundant, not a person!”
“Redundancy selection criteria ‘should be designed to avoid … constituting a judgement on the teachers professional capability.’ The principle of redundancy selection should be ‘not needed’ rather than ‘not wanted’. Use of absence or capability criteria can be seen by a tribunal as misuse of a redundancy procedure to secure via dismissal which should be covered by sickness/absence, capability or disciplinary procedures. The main criterion should be based on the result of a skills audit. The criterion ‘your contribution to wider school aspirations’ is totally subjective! I’m sure most people would be unsure as to what the governors will be measuring when assessing against this one.”
“Performance - this is far too subjective unless based on clear evidence, but if there was such evidence it should have been dealt with through further support and training or ultimately capability procedures; Skills and knowledge (experience) - these are reasonable criteria providing they are assessed objectively using the outcomes of an audit of staff skills. The data sought by any skills audit should be limited to that which is necessary to apply the criteria, to avoid any temptation to apply additional ad hoc factors, or suspicion that this may have taken place; Curriculum needs - this is a reasonable criteria if it is in accordance with the school/college development plan.”
“State clearly what impact you feel you have had on school priorities either currently or within the past three years.”
“Both Claimants were represented by Mr Nixon and he challenged the need to make redundancies; indicated that the Deputy Head and Mr Noon should have been put in the pool; and made a number of other representations. In the minutes it is recorded that the Head Teacher stated that if a school was performing well in a particular area it would not feature in the school development plan. In her witness statement, Mrs Moore indicates that in fact it was she had said this, and that no one disagreed with it. Certainly as far as we understand it that basic proposition is not in dispute and was not disputed at the meeting, irrespective of who raised it. In our judgment this is a point of some significance. No one at that time at least within the governing body appears to have appreciated the significance of the point - that the criteria themselves were seriously flawed in that they failed to fairly reflect a teachers competence whose name did not appear in the school development plan, and failed to reflect the teachers contribution to the school over the previous years. Certainly at the time nobody did anything to consider the point.”
“The employer will seek to give as much warning as possible of impending redundancies so as to enable the union and employees who may be affected to take early steps to inform themselves of the relevant facts, consider possible alternative solutions and, if necessary, find alternative employment in the undertaking or elsewhere.
“In the case of redundancy, the employer will not normally act reasonably unless he warns and consults any employees affected or their representative, adopts a fair basis on which to select for redundancy and takes such steps as may be reasonable to avoid or minimise redundancy by redeployment within his own organisation.”
“[…] we have to judge the fairness of the dismissals under the ordinary principles. We bear in mind that all of the questions we have to ask as to the composition of the pool, the fairness of the selection criteria, the correctness of the weighting, the scoring of those criteria and the ultimate selection, are ones to which the range of reasonable responses test applies. We are not determining whether we would or would not agree with any particular aspect, but whether a reasonable employer could have conducted the redundancy selection procedure as the respondent did.”
“The Claimants submit effectively this was consultation in form and not substance and that in reality the truncated timescale gave no opportunity for genuine consultation. In our judgment the consultation period was unreasonably short in two respects. Firstly we can see no good reason why the consultation began in March when it was known as early as October the previous year that at least one member of staff would have to be made redundant. In addition the six day consultation period on the selection criteria was clearly insufficient. Had it been longer the points made at the dismissal hearings and appeal hearings about the criteria skewing the selection could have been properly addressed.”
“We entirely accept that the unit was separately funded and that if for any reason it had been decided to close the School or to move the unit, the likelihood was that the teacher then in post would move with the unit. We can see no justification by reason of that for Mr Noon being taken out of the pool for selection. Given that the post was separately funded and therefore had to be filled, it was in our view perfectly rational for the governors to conclude that it would need to be filled going forward, but that could perfectly easily have been accomplished by it being the first post to be filled in the redundancy selection procedure with any teacher who had been considered for it, if unsuccessful, falling back into the larger group for general selection. If that had happened, certainly we believe that Mrs Moore, who had very considerable experience in that field, would have been considered against Mr Noon and we have no reason to suppose that she would not have had a reasonable chance of being selected for that post ahead of him. By his absence from the pool that possibility was excluded and we can see no rational or reasonable justification for that. Essentially Mr Noon was removed from the pool for no better reason than that he happened to be occupying a post which was to be retained going forward.”
“41. The Claimants fundamentally make the point that the school development plan prioritises those areas in which the school feels there is a need to improve and they point to the fact that every other teacher within the school scored 15 in respect of that, which indicates they are making a current contribution to the school priorities. They say, and it has not seriously been disputed, that the reason their names are not included in the school development plan was because the areas they taught were not ones that needed improvement. Whilst by definition the school development plan reasonably and sensibly concentrated on the areas in which improvement was needed; to use it as the single most significant factor in redundancy selection effectively meant that the teachers whose subject areas did not require improvement were excluded from being able to score at all. Unless there were some other compensating criteria which rewarded good performance, effectively, they were being penalised for competence. This is not compensated for by the fact that they were given maximum scores for curriculum responsibilities and that they taught core subjects, in as much as that also applies to teachers whose names also appear on the school development priority list. 42. Their fundamental point therefore, is that even given the broad ambit of discretion to the Governors to determine the appropriate criteria, and even given that the test we have to apply is not whether we would or would not have adopted those criteria, that they are so unreasonable as they automatically prejudiced the teachers who had demonstrably achieved the best results in the past that they are in and of themselves outside any band of decision making reasonably open to the Governors.”
“[…] create a reasonably level playing field so that the application of the criteria does not automatically pre‑select particular individuals. In this case, by adopting the criteria and weighting those criteria as they did, they effectively guaranteed that those who had existing roles which had been identified in the school development plan were bound to score more highly in the redundancy selection criteria, whereas those who were not, would effectively automatically be penalised. […]”
“If it is held that taking the appropriate steps which the employer failed to take before dismissing the employee would not have affected the outcome, this will often lead to the result that the employee, though unfairly dismissed, will recover no compensation or, in the case of redundancy, no compensation in excess of his redundancy payment.”
“(1) In assessing compensation the task for the Tribunal is to assess the loss flowing from the dismissal, using its common sense, experience and sense of justice. In the normal case that requires it to assess for how long the employee would have been employed but for the dismissal. (2) If the employer seeks to contend that the employee would or might have ceased to be employed in any event had fair procedures been followed, or alternatively would not have continued in employment indefinitely, it is for him to adduce any relevant evidence on which he wishes to rely. However, the Tribunal must have regard to all the evidence when making that assessment, including any evidence from the employee himself. […] (3) However, there will be circumstances where the nature of the evidence which the employer wishes to adduce, or on which he seeks to rely, is so unreliable that the Tribunal may take the view that the whole exercise of seeking to reconstruct what might have been is so riddled with uncertainty that no sensible prediction based on that evidence can be made.”
“It is important to note that the court is not making a finding that employment would have continued indefinitely; it is simply saying that the nature of the exercise is too speculative to enable the court to take any sensible view about that. It is not practical that it should try to do so. The consequence of that approach, however, is that the Tribunal must thereafter make the assessment on precisely the same basis as if it had found that employment would have continued indefinitely. That may work an injustice to the employer. That fact alone cannot of course dictate that a Tribunal should undertake an exercise which it justifiably believes is simply too speculative, but it does suggest that the Tribunal should not be unduly reluctant to engage in the process.”
“We have been asked to consider the Polkey question that in the event that we consider that the process adopted was unfair, what the chance was of the Claimants being selected for redundancy in any event. We concluded in the light of the fact that we have decided that the process was fundamentally flawed as outlined above, that it is simply not possible to make any assessment of the likelihood of the Claimants being made redundant in any event and accordingly that there will be no Polkey reduction to any compensation awarded to them.”