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Project Management Institute v Latif

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There was held to be a failure to make reasonable adjustments for a professional exam. This was so even though the claimant had not identified the particular adjustment at the time of the exam. However a potentially reasonable adjustment, or at least its broad nature, should be identified by the time of the hearing. It is then for the employer etc to show the adjustment is not reasonable.

Employment Appeal Tribunal (EAT), 2007. Full judgment www.bailii.org/uk/cases/UKEAT/2007/0028_07_1005.html

Facts

The claimant was registered blind. She requested reasonable adjustments for a professional exam. She asked that she be allowed to take the examination on her own laptop computer in the Examination Centre or, alternatively, that her screen reading software should be installed in the Examination Centre computer. She also asked for a reader to support her in order to explain diagrams.

The Institute granted her some adjustments. It allowed her a reader/recorder, and gave her twice the usual time to sit the examination. She was not, however, allowed to take in her own computer. She passed the examination, but nevertheless claimed for failure to make reasonable adjustments.

The employment tribunal held there was a failure to make reasonable adjustments. It rejected the adjustments previously proposed by the claimant but held in favour of one put forward by claimant’s lawyer at the hearing. This involved taking the exam on a stand-alone computer at a Test Centre, on to which computer the exam questions had been entered in Word format and screen reading software had been installed.

Held by the EAT: the tribunal decision was upheld. There was a breach of the duty to make reasonable adjustments.

Did not matter that claimant had not suggested the adjustment at the time

The Institute argued the tribunal failed to give any weight to the fact that the claimant, a well-educated and articulate woman, had not herself been able to identify any appropriate adjustment beyond those taken by the Institute. The Institute accepted that there was no legal duty on her to do: Cosgrove v Caesar & Howie (bailii.org), EAT, 2001 and Reasonable adjustment rules: employment>Onus to comply is on the employer.

The EAT rejected this argument. The tribunal had specifically addressed the issue that the “stand-alone” computer suggestion was not raised by the claimant at the relevant time. (The tribunal had pointed out firstly that the onus is not on the claimant to make suggested adjustments at the relevant time; rather on the respondent to carry out a proper assessment. Secondly, the tribunal thought that had the Institute listened carefully to what the claimant was requesting and conducted a proper assessment, such a scheme or something similar might reasonably be expected to have emerged.)

The EAT also says later, at para 52, that it agrees with the conclusion in Cosgrove.

Burden of proof – adjustment should be suggested no later than the hearing

The EAT considered the shift in burden of proof under s.136 EqA as regards the duty to make reasonable adjustments, mainly once it has been established that a provision, criterion or practice (PCP) places the claimant at a substantial disadvantage in comparison with non-disabled people.

The claimant argued that once the claimant has proved facts from which a PCP putting her at a substantial disadvantage could be inferred, it was for the Institute to show that there were no further or other steps that it could reasonably have taken to reduce or eliminate the disadvantage.

The EAT rejected this argument. It said that by the time the case is heard before a tribunal, a potentially reasonable adjustment must have been identified. The EAT said it would place an impossible burden on the employer to have to prove that there were no other steps which it might reasonably have taken when none was identified. Once a potentially reasonable amendment has been identified, the burden is reversed (ie it passes to the employer), because the employer – or in this case the Institute – is in the best position to say whether any apparently reasonable amendment is in fact reasonable, given its own particular circumstances.

The claimant need only identify the “broad nature” of the proposed adjustment. The EAT explained:

“We do not suggest that in every case the claimant would have had to provide the detailed adjustment that would need to be made before the burden would shift. However, we do think that it would be necessary for the respondent to understand the broad nature of the adjustment proposed and to be given sufficient detail to enable him to engage with the question of whether it could reasonably be achieved or not.

… We accept … that the proposed adjustment might well not be identified until after the alleged failure to implement it, and in exceptional cases, as here, not even until the tribunal hearing…”

Even though the tribunal had been wrong in its approach to the burden of proof, its decision was upheld. The relevant adjustment had been put forward at the hearing. Therefore the tribunal would necessarily have reached the same conclusion if it had taken the correct approach.

The EAT also observed in passing

“…we very much doubt whether the burden shifts at all in respect of establishing the provision, criterion or practice, or demonstrating the substantial disadvantage. These are simply questions of fact for the tribunal to decide after hearing all the evidence, with the onus of proof resting throughout on the claimant. These are not issues where the employer has information or beliefs within his own knowledge which the claimant cannot be expected to prove. To talk of the burden shifting in such cases is in our view confusing and inaccurate.”

My comment

This case is particularly important on the burden of proof. The Court of Appeal evidently agreed with it in Finnigan v Northumbria Police, 2013 where the court said at paragraph 38:

“It should also not be overlooked that, once a potential reasonable adjustment has been identified by the claimant, the burden of proving that such an adjustment was not a reasonable one to make shifts to the defendants: see Project Management Institute v Latif [2007] IRLR 579 at para 53…”

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