Case Law[2023] ZAGPPHC 207South Africa
Mokgata and Others v Minister of the Department of Defence and Military Veterans and Others [2023] ZAGPPHC 207; 58708/2020 (13 March 2023)
High Court of South Africa (Gauteng Division, Pretoria)
13 March 2023
Judgment
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# South Africa: North Gauteng High Court, Pretoria
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## Mokgata and Others v Minister of the Department of Defence and Military Veterans and Others [2023] ZAGPPHC 207; 58708/2020 (13 March 2023)
Mokgata and Others v Minister of the Department of Defence and Military Veterans and Others [2023] ZAGPPHC 207; 58708/2020 (13 March 2023)
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sino date 13 March 2023
IN
THE HIGH COURT OF SOUTH AFRICA
GAUTENG
DIVISION, PRETORIA
CASE
NO: 58708/2020
REPORTABLE:
NO
OF
INTEREST TO OTHER JUDGES: NO
REVISED:
NO
[
13 March 2023 ]
In
the matter between:
LESIBANA
PHILLEMON
MOKGATA
First Applicant
MARCUS
KGOKE
MOKGOKOLO
Second Applicant
SESI
LINAH
MABENA
Third Applicant
BUSISIWE
DYNA
MASIMULA
Fourth Applicant
SIMPIWE
MGONONDI
Fifth Applicant
TEBOGO
DONALD
BOPAPE
Sixth Applicant
WILKY
MALEKA
MATSEMELA
Seventh Applicant
FRANCINAH
NTABISENG
BALOYI
Eighth Applicant
VINCENT
SEBEYA
Ninth Applicant
OCTOVIA
NOMPI
THABETHE
Tenth Applicant
THULANE
JEFFREY
SONQUOLO
Eleventh Applicant
FREDDY
MBEWANA
MAJOLO
Twelfth Applicant
THABO
EDWIN
LETHLAGE
Thirteenth Applicant
LEBOGANG
WELMINA MASHIANE
Fourteenth Applicant
RANTSHIA
ADAM
SEFATSA
Fifteenth Applicant
and
THE
MINISTER OF THE DEPARTMENT
OF
DEFENCE AND MILITARY
VETERANS
First Respondent
THE
SECRETARY OF
DEFENCE
Second Respondent
THE
CHIEF OF THE SOUTH AFRICAN
NATIONAL
DEFENCE
FORCE
Third Respondent
THE
SURGEON-GENERAL OF THE SOUTH AFRICAN
MILITARY
HEALTH
SERVICES
Fourth Respondent
THE
OFFICER COMMANDING OF THE SOUTH
AFRICAN
MILITARY HEALTH SERVICES
HEADQUARTERS
Sixth Respondent
J
U D G M E N T:
NEL
AJ
[1]
In this opposed application the Applicants seek a variety of relief
arising
from the enforcement of a rotational policy by the Fourth
Respondent in respect of the utilisation of Reserve Force Members
within
the South African Military Health Services.
[2]
The Applicants seek the following relief as set out in an Amended
Notice
of Motion dated 14 February 2022:
[2.1] That the
Respondents’ decision to terminate the continuous three- month
call-up contracts of the Applicants be
reviewed and set aside;
[2.2] That the
Respondents’ decision to apply a rotational policy in respect
of the renewal of the three-month call-up
contracts be reviewed and
set aside;
[2.3] Directing
that the Applicants are to provide protection services at the
Military Headquarters on a permanent basis;
[2.4] That the
Respondents’ decision to reduce the salary of the Applicants be
declared unlawful, reviewed and set aside;
[2.5] Directing
that the Respondents make payment to the Applicants of the amounts
deducted from the Applicants’ salaries;
[2.6] Directing the
Respondents to pay the Applicants’ “salary”
retrospectively, from the date of the termination
of the “employment
call-up contracts” to the date of “reinstatement”;
and
[2.7] The costs of
the Application.
THE
ISSUES TO BE DETERMINED
[3]
The issues that need to be determined mirror the relief being sought
by
the Applicants, but there are two major aspects to be considered
and determined, the determination of which will impact to varying
degrees on the consideration of all of the issues, being firstly,
whether the rotational policy implemented and enforced by the
Fourth
Respondent is fair and reasonable, and secondly, whether the
Applicants had a legitimate expectation of “permanent”
employment at the South African Military Health Services
Headquarters.
[4]
I will however consider all of the issues that require determination
under
separate headings.
THE
ROTATIONAL POLICY
[5]
On 17 September 2019 the Office of the Surgeon-General, South African
Military Health Services issued an Instruction (Number 42 of 2019)
(“the Directive”) relating to the utilisation of
Reserve
Force Members linked to the South African Military Health Services
(“SAMHS”).
[6]
In terms of the Directive the objectives that should be achieved by
utilising
Reserve Force Members is to,
inter alia
, enforce the
consistent rotation of Reserve Force Members after the prescribed
90-day call-up period, and to enforce the completion
of Service
Contracts and call-up orders.
[7]
The aim of the implementation of the Directive is recorded as being
the
establishment of a “
sound administrative process
”
for the call-up of Reserve Force Members in order to avoid irregular
expenditure and fraudulent administration.
[8]
The Directive records that the SAMHS has 2766 Reserve Force Members,
of
which 37% had not been utilised in the preceding 5 years.
[9]
In terms of the Directive the objective of enforcing the consistent
rotation
of Reserve Force Members should be executed by,
inter
alia
, implementing the general guideline that non-continuous
call-ups must enjoy priority over continuous call-ups.
[10]
It is also recorded in the Directive that individual Reserve Force
Members may not be called
up for a period exceeding 90-days per
annum.
[11]
It is clear from the Directive that the intention of the SAMHS is to
utilise its entire
Reserve Force component on a rotational basis
until such time as the structural deficiencies within the SAMHS are
resolved to ensure
that Regular Force Members can fulfil all of the
required functions.
[12]
The SAMHS recognises the need to call-up Reserve Force Members on a
rotational basis to
not only provide assistance to the Regular Force
Members as and when required, but also to ensure that the Reserve
Force Members
are prepared or “battle-ready” (through
regular training and service) if needed in a surge military capacity.
[13]
A Reserve Force is of no assistance to the South African National
Defence Force, if the
Reserve Force Members are not regularly
trained, do not participate in military exercises, and are not
regularly called-up to refresh
their required or specific military
skills.
[14]
The Directive is clearly aimed at implementing and achieving the
required and stated objectives.
Insofar as the Directive is primarily
a guideline, provision is made in the Directive for deviations from
the stipulated guidelines,
including the restriction on call-up
periods not exceeding 90-days. Such deviations however require
specific compliance with the
instructions set out in the Directive.
[15]
The Applicants are all members of the Reserve Force attached to the
SAMHS, although they
describe themselves as having been “
in
the employ
” of the Minister of the Department of Defence
and Military Veterans.
[16]
The Applicants do not refer to the Directive in their Founding
Affidavit, but are clearly
aware of the rotational policy, but state
that “
the usual rotational policy
” was waived.
[17]
The Directive was discovered by the Respondents as part of the Record
in terms of Rule
53 of the Uniform Rules of Court. In response to
such Record, the Applicants filed a Second Supplementary Affidavit
dated 11 November
2021.
[18]
In the Second Supplementary Affidavit, the Applicants specifically
respond to the discovery
of the Directive by alleging firstly that it
is not applicable to the Applicants, as the rotation policy was
waived in respect
of the Applicants, secondly that the Directive was
issued when the Applicants were “
in the continuous service
”
and therefore the Directive cannot be applied to the Applicants
retrospectively, and thirdly that the Applicants’
cause of
action is based on a legitimate expectation. The reference to a
“
legitimate expectation
” is an expectation of
being permanently employed by SAMHS.
[19]
In the Replying Affidavit, the Applicants expanded on such response
by alleging that the
Directive is not applicable to the Applicants as
the rotational policy was waived in respect of the Applicants, that
they had been
“
exempted
” from the rotational
policy, that they had been “
selected to work continuously
”,
that there was a decision “
to retain us on permanent basis
”,
and that they were to work on a “
continuous basis
”.
[20]
The Applicants’ contentions were repeated in the Applicants’
Heads of Argument,
and it was submitted that the Applicants were
subject to a “
special dispensation
” which entitled
them to work on a continuous basis.
[21]
It is accordingly clear that the Applicants do not suggest that the
Directive itself is
invalid or unenforceable, but rather contend that
the Directive is not applicable to the Applicants.
THE
CONTENTIONS OF THE PARTIES
[22]
The Applicants state that they initially served in terms of the
Respondents’ 90-day
call-up policy which prohibited Reserve
Force Members from serving beyond the prescribed 90-day period. Such
allegation contradicts
the contention that the Applicants were in
continuous service and records that the Rotational Policy was being
applied to the Applicants
on a rotational basis.
[23]
The Applicants allege that they became “
attached
”
to the SAMHS, for the provision of security services, at various
dates over the period from September 2009 to September
2012.
[24]
In the Replying Affidavit, in response to the allegation in the
Answering Affidavit that
there are no permanent positions available
at SAMHS Headquarters for guards, the Applicants allege that they
were not all utilised
as guards, and that some performed services in
Administration and Human Resources. The relief sought is however a
directive to
the effect that the Applicants provide protection
services on a permanent basis. There is no detail provided as to
which of the
Applicants rendered services in Administration and Human
Resources.
[25]
In the Replying Affidavit, also in response to the allegation that
there are no permanent
positions available at the SAMHS Headquarters,
the Applicants state that the nature of the posts are irrelevant, as
the Applicants’
legitimate expectation is based on permanent
employment, and not in respect of any particular post.
[26]
The Applicants state that they were enrolled in the Reserve Force as
from the dates on
which they became “
attached
” to
the SAMHS, and were placed on continuous call-ups since such dates,
until their continuous call-ups were terminated on
28 July 2020.
There is no dispute that the Applicants are currently all Reserve
Force Members.
[27]
The Applicants allege that as a result of the quality of services
being rendered by the
Applicants, the “
former
”
Surgeon-General and their previous Commanding Officer, Lt.-Colonel
Maswanganyi recommended that the Applicants be employed
permanently.
This would naturally have required the Applicants to join the Regular
Force, if they met the criteria that may be
required.
[28]
There is some confusion as to the identity of the Surgeon-General at
the relevant times,
but the personal identity or details of the
Surgeon-General is not relevant to the determination of any of the
issues.
[29]
The Respondents allege that Lt.-Colonel Maswanganyi had no authority
to make such a recommendation,
but the issue of authority is also not
relevant, as both parties are
ad idem
that the statements by
Lt.-Colonel Maswanganyi constitute recommendations only.
[30]
The “
continuous call up contracts
” as referred to
by the Applicants consisted of 90-day call-up periods, as referred to
in the Directive, which 90-day call-up
periods were then extended for
further 90-day periods at the termination of each particular 90-day
period. The Respondents accept
that the Applicants were called up for
90-day call-up periods, which were then renewed at the end of each
90-day period.
[31]
The Directive recognises the potential existence of “
continuous
”
call-up periods, but seeks to restrict the call-up periods of Reserve
Force Members to 90-days per annum, if possible, and
specifies the
requirement of 90-day call-up periods being prioritised over
“
continuous
” call-up periods.
[32]
The call-up notices as contained in the Record reflect the 90-day
call-up periods, but
the number of Reserve Force Members called up
differs, as for example in one instance 62 Reserve Force Members were
called up,
but in the next 90-day period only 52 Reserve Force
Members were called up. The number of Reserve Force Members called up
was accordingly
not consistent. I have however accepted that all of
the Applicants were called up for 90-day periods on a consistent
basis, as
the Respondents make such admission.
[33]
In support of the allegations that the “
former
”
Surgeon-General and Lt.-Colonel Maswanganyi were going to employ the
Applicants as Regular Force members or absorb them
into the “
core
service system
”, and would not rotate the Applicants, the
Applicants refer to a document dated 16 February 2016 (“the 16
February
Document”).
[34]
The 16 February Document is on a SAMHS letterhead, and appears to
have been signed by Brigadier-General
Maminze. Brigadier-General
Maminze was the appointed Officer Commanding (Director) of the SAMHS
Reserve Forces, and the Respondents
state that such position was that
of a functional director, without any command authority.
[35]
The 16 February Document refers to the members performing guard
duties at the SAMHS Headquarters
having been screened, and that their
applications (presumably for absorption into the Regular Force) were
“
being processed
”. The 16 February Document also
records that the SAMHS Headquarters “
will keep their current
personnel until further notice
”.
[36]
The Applicants allege that the letter endorsed the “
status
quo
” of the Applicants remaining at the SAMHS Headquarters
on a “
continuous permanent basis
”, that the
Applicants would not be subject to the “
usual rotational
policy
”, and that the rotational policy was waived in
respect of the Applicants. Whilst the 16 February Document certainly
records
that the members rendering guarding services at SAMHS
Headquarters at the time would remain “
until further
notice
”, there is no recordal of the rotational policy
being waived, that the Applicants would be retained at the SAMHS
Headquarters
on a “
permanent basis
”, or that the
Applicants would not be subject to the normal
rotational
policy. The phrase “
until further notice
” cannot
simply be equated to a “
permanent basis
”.
[37]
It is clear from the Applicants’ Affidavits that they accept
that the norm was the
90-day rotational policy, and that the
continuous extension of the 90-day periods was the exception to such
norm.
[38]
The Applicants allege that the Surgeon-General, Lt.-General Sedibe
endorsed the 16 February
Document in manuscript, and recorded that
“
other units should create a safe and secure environment by
utilising transitional guards to be rotated with them accordingly.
”
[39]
The comment of the Surgeon-General (Lt-General Sedibe) appended to
the copy of the 16 February
Document attached to the Founding
Affidavit is not clear, but it is clear from the legible portion that
the Surgeon-General referred
to a need for rotation.
[40]
In the Record, a copy of the 16 February Document was discovered,
where the manuscript
note was legible, which reads “
Other
units should create a safe and secure environment by utilizing
trained
guards to be rotated
within
their environment
”.
[41]
Whilst the Surgeon-General referred to “
other units
”,
it does not follow that the Surgeon-General endorsed the views or
recommendations of Brigadier-General Maminze. The Respondents
allege
that the recommendation of the Brigadier-General was not accepted by
the Surgeon-general, and was in fact overruled by the
Surgeon-General.
[42]
The Surgeon-General who appended the comment to the 16 February
Document is the same Surgeon-General
who issued the Directive
enforcing the rotational policy.
[43]
Even if the comment by the Surgeon-General were to be interpreted as
an endorsement of
Brigadier-General Maminze’s recommendations,
it would be an endorsement that the Reserve Force Members performing
guarding
services would be retained “
until further notice
”.
[44]
The Applicants allege that the 16 February Document records that both
Lt.-Colonel Maswanganyi
and Brigadier-General Maminze recommended
that they should be employed permanently as guards at the SAMHS
Headquarters.
[45]
The 16 February Document does not indicate that the Surgeon-General,
Brigadier-General
Maminze, or Lt.-Colonel Maswanganyi intended to
retain the Applicants on a permanent basis. The contents of the 16
February Document,
at best for the Applicants, reflects that
Brigadier-General Maminze intended to retain the Applicants at the
SAMHS Headquarters
“
until further notice
” pending
the processing of the Applicants’ applications for employment
as Regular Force Members. Lt.-Colonel Maswanganyi
is only recorded as
being the person to be contacted for enquiries.
[46]
The Applicants also allege that they were “
earmarked for
permanent employment
”, and provided written undertakings
committing themselves to permanent employment as guards at the SAMHS
Headquarters.
[47]
It is clear from the written undertakings referred to that the
Applicants declared their
willingness to perform guarding services at
the SAMHS Headquarters, and recorded that in the event of them being
employed permanently,
they would not seek a transfer to any other
unit.
[48]
The Applicants conclude that having regard to the sequence of events
as set out above,
the Respondents expressly or tacitly undertook or
agreed to provide the Applicants with “
permanent positions
”,
and undertook that the Applicants’ services would not be
“
arbitrarily terminated
”.
[49]
The Applicants allege that the termination of their “
continuous
call up contracts
” was motivated by an abuse of power, and
was effected with an ulterior motive. Other than the reference to a
comment by a
Warrant Officer, who would not have had the authority to
determine the fate of the Applicants, being that the Applicants had
“
overstayed
” their welcome, there is no evidence
of an abuse of power or any ulterior motive.
[50]
The Applicants allege that the termination of their “
continuous
employment
” was unfair, unjust and irrational.
[51]
The Applicants submitted that the grounds of review in respect of the
decision to terminate
the Applicants’ “
continuous call
up contracts
” are that the decision was irrational,
constituted an abuse of power and amounted to a violation of a right
to fair administrative
justice.
[52]
On 11 November 2021, and after the filing of the Record by the
Respondents, the Applicants
filed the Second Supplementary Affidavit,
which contained brief comments on the contents of the Record.
[53]
The Applicants also filed a prior Supplementary Affidavit, dated 21
June 2021, which relates
to the Applicants’ claim for payment.
[54]
The Respondents’ Answering Affidavit is deposed to by John
McNally, who was the Officer
Commanding of the SAMHS Headquarters at
“
all times relevant to this matter
”. The military
rank of Mr McNally does not appear from the Answering Affidavit, but
in a document discovered in the Record,
it appears that he was a
Colonel in 2011.
[55]
The Respondents allege that the Applicants were utilised as guards at
the SAMHS Headquarters,
and that the SAMHS Headquarters utilises
Reserve Force Members for such function, as there are no permanent
posts available for
such function within the Headquarters’
unit.
[56]
The Respondents allege that as there are no permanent posts available
at the SAMHS Headquarters,
effect could not be given to a Court Order
directing that the Applicants be permanently employed at the SAMHS
Headquarters.
[57]
The Respondents set out the purpose of the implementation of the
rotational call-up of
Reserve Force Members, including the need to
augment the Regular Force in peace support operations, and to form
part of the standing
and surge military capability.
[58]
The Respondents allege in the Answering affidavit that the purpose of
issuing the Directive
was to,
inter alia
, ensure that all
Reserve Force Members are utilised. The Surgeon-General instructed
the Officer Commanding of the SAMHS Headquarters
in January 2020 to
rotate the guards at the SAMHS Headquarters, when their call-up
periods terminated, in accordance with the purposes
of the Directive,
including the provision of the opportunity to serve to other Reserve
Force Members.
[59]
The Applicants were advised of the pending enforcement of the
existing rotational policy,
and were provided with a period of six
months notice before the implementation of the next rotation.
[60]
The Respondents state that the Applicants remain on the list of
Reserve Force Members,
and will in future be called up in accordance
with the rotational policy of the SAMHS.
COMPETENCY
OF A REVIEW APPLICATION
[61]
As set out above, the Applicants seek orders reviewing and setting
aside the decision of
the Respondents to terminate the “
continuous
”
three-month call-up contracts of the Applicants, the decision of the
Respondents to apply a 90-day rotational policy, and
the decision to
reduce salary payments.
[62]
In the Founding Affidavit the Applicants refer to themselves as being
employed by the Department
of Defence.
[63]
It was submitted in the Applicants’ Heads of Argument that the
Applicants’
employment was terminated, that the dismissal
should be set aside, and that the Applicants should be reinstated as
employees.
[64]
The allegations of “
employment
” are relevant in
considering whether a review is the correct procedure for the
Applicants to have followed.
[65]
In the
matter of
Chirwa
v Transnet Limited & Others
[1]
the Constitutional Court held that public servants cannot challenge
their dismissal by relying on administrative review procedures,
as
public servants enjoyed the protection conferred by the Labour
Relations Act.
[2]
[66]
The
Constitutional Court accordingly prohibited reliance on the review
process to challenge the validity of a dismissal from employment.
[3]
[67]
Despite the allegations in the Founding Affidavit, and the
submissions made by the Applicants’
counsel, I am of the view
that the nature of the review relief sought by the Applicants do not
relate to a dismissal of employment.
[68]
On a complete reading of the Affidavits filed, the administrative
decisions which the Applicants
seek to review, relate to contractual
and policy decisions rather than decisions relating to the
termination of employment,
[69]
In any event, the Applicants’ “employment”
relationship with the Department
of Defence and Military Veterans, if
it is indeed an employee-employer relationship, has not been
terminated, as the Applicants
remain members of the Reserve Force.
[70]
In the circumstances, I am satisfied that I have the necessary
jurisdiction to determine
the review relief as sought in this
Application.
CONSIDERATION
OF THE REVIEW ASPECTS
[71]
In the
matter of
Pharmaceutical
Manufacturers Association of Africa; In re:
Ex
Parte
President
of the Republic of South Africa
[4]
the Constitutional Court held that the common law principles that
previously provided grounds for review have been subsumed under
the
Constitution.
[72]
In the
matter of
Bato
Star Fishing (Pty) Ltd v Minister of Environmental Affairs
[5]
the
Constitutional Court stated that Section 6 of the Promotion of
Administrative Justice Act
[6]
(“PAJA”), indicates a clear purpose to codify the grounds
of judicial review of administrative action, and that the
basis for
judicial review now arises from PAJA, not the common law, and that
the authority of PAJA in turn rests squarely on the
Constitution.
[73]
In the
matter of
Foodcorp
(Pty) Ltd v Deputy Director-General, Department of Environmental
Affairs and Tourism: Branch Marine and Coastal Management
[7]
,
the Supreme Court of Appeal held that the right to just
administrative action is derived from the Constitution, that the
different
review grounds have been codified in the PAJA, much of
which has been derived from the common law, and that
pre-Constitutional
case law must be considered in the light of the
Constitution and PAJA.
[74]
The Applicants did not make any reference to PAJA and did not specify
which provisions,
if any, of PAJA the review relief is based on.
[75]
Insofar as the Applicants seek the review and setting aside of three
specific decisions,
being the decision to terminate the continuous
call-ups, the decision to apply a rotational policy and the decision
to reduce the
salary payments of the Applicants, the only ground of
review raised by, or on behalf of, the Applicants was that the
decisions
of the Respondents were unfair, having regard to the
factual circumstances as alleged by the Applicants.
[76]
The Applicants’ counsel also suggested that the aspect of a
legitimate expectation
of continuous call-ups or permanent employment
was an additional ground of review, but I am of the view that such
legal principle
cannot constitute a ground for review, and relates to
a different issue and cause of action to be considered, which I deal
with
below.
[77]
In the
matter of
Sidumo
and Another v Rustenburg Platinum Mines Limited and Others
[8]
the
Constitutional Court held that the basic test for administrative
review was whether the decision reached is one that no reasonable
decision-maker could reach.
[78]
In the
Sidumo
matter
the Constitutional Court summarised the right to fair administrative
actions as being a reflection of a what is set out in
Section 33(1)
of the Constitution, being the right to lawful, reasonable and
procedurally fair administrative action.
[9]
[79]
Whilst the test for a successful review of any administrative action
will be fact dependent,
in essence a party will succeed in a review
application if that party establishes that the administrative
decision taken was one
that no reasonable decision-maker could reach.
[80]
Applicant’s counsel did not refer me to, or rely on, any
authorities relating to
the requirements for the granting of the
review relief sought, but based the justification for the granting of
the relief sought
on the principle of a legitimate expectation, which
I have referred to above, and will deal with below.
[81]
It is clear from the Affidavits filed in this Application, the Heads
of Argument and the
submissions made, that the Applicants contend
that the decisions taken by or on behalf of the SAMHS are reviewable
on the basis
that such decisions were unfair.
[82]
It is accordingly necessary, in determining the issues relating to
the review of the decisions
taken, whether such decisions were fair,
in the circumstances of this Application, having regard to, in
particular, Section 33
of the Constitution and Sections 3(1) and 6 of
PAJA.
THE
FIRST ISSUE: DECISION TO TERMINATION CONTINUOUS CALL-UP PERIODS
[83]
The Applicants seek the review and setting aside of the Respondents’
decision to
terminate the Applicants’ “
continuous
3-months call up contracts
”.
[84]
It was submitted on behalf of the Applicants, as set out in the
Applicants’ Heads
of Argument, that the termination of the
Applicants’ “
employment
” was unfair in
respect of the Applicants, and that there had been a “
promise
”
to retain the services of the Applicants on a permanent basis.
[85]
It was also submitted that the termination was “
grossly
unfair
” and amounted to an “
unfair dismissal
”
of the Applicants. Applicant’s counsel also submitted that the
principle of legitimate expectation was a further ground
for review.
[86]
In the Founding Affidavit, the Applicants alleged that the
termination was unfair, unjust,
irrational, constituted an abuse of
power and amounted to a violation of the right to fair administrative
justice.
[87]
The Applicants accordingly contend that the decision to “
terminate
”
the continuous 90-day call-up contracts was unfair, unjust and
irrational, on the bases that the Applicants would be retained
on a
“
permanent basis
”, and that the rotational policy
of SAMHS Reserve Force Members had been waived in respect of the
Applicants.
[88]
There is no evidence that the Applicants were to be retained as
guards at the SAMHS Headquarters
on a permanent basis. On the
Applicants’ version, they had applied for either permanent
employment or absorption into the
Regular Force, but it is evident
that such applications were not successful, or not granted.
[89]
There is also no evidence of the rotational policy being waived for
the Applicants, and
the “
proof
” of such waiver, as
relied on by the Applicants, does not support the reliance on a
waiver of the rotational policy. As already
set out above, at best
for the Applicants the 16 February Document indicates an intention to
retain the Reserve Force services
of the Applicants “
until
further notice
”. The “notice” arose on 17
September 2019, when the SAMHS directed the enforcement of the
existing rotational
policy.
[90]
Whilst it is correct that the Applicants received the benefit of
their 90-day call-up contracts
being renewed at the end of the 90-day
periods, such conduct appears to be the result of a combination of
the failure by the responsible
officials to implement the rotational
policy and the views of Brigadier-General Maminze rather than a
waiver of the rotational
policy.
[91]
There was however no decision taken to terminate the Applicants’
“
continuous 3 month call up contracts
”, but rather
a decision was taken to implement and enforce the existing 90-day
rotational call-up policy of the SAMHS in
respect of the Reserve
Force Members.
[92]
Whilst it is not necessary for me to determine whether the alleged
decision to terminate
the “
continuous 3 month call up
contracts
” is unfair and reviewable, as I have found that
no decision was taken to terminate the continuous call-up contracts,
I point
out that even if a decision to terminate the “
continuous
3 month call up contracts
” had been taken, such decision
would not have been unfair or irrational, that it would have been
reasonable in the particular
circumstances, and accordingly would not
have been reviewable.
[93]
In the circumstances, I find that the relief as sought in paragraph 1
of the Amended Notice
of Motion cannot be granted.
THE
SECOND ISSUE: APPLICATION OF ROTATIONAL POLICY
[94]
The Applicants seek the review and setting aside of the Respondents’
decision to
apply the rotational policy of 90-day call-up contracts
for Reserve Force Members. As set out in determining the First Issue,
such
decision was indeed taken.
[95]
In order to succeed with the granting of such relief, the Applicants
are required to establish
that the decision to enforce the rotational
policy was unlawful, unreasonable or procedurally unfair, and
accordingly a decision
that no reasonable decision-maker would make.
[96]
The basis for the Applicants’ review of the decision to apply
the rotational policy
is that the rotational policy was waived in
respect of the Applicants. I have already found that there was no
such waiver.
[97]
Having regard to the reasons for the implementation and enforcement
of the Rotational Policy,
as advanced on behalf of the Respondents,
and as set out in Directive number 42 of 2019, I am satisfied that
the decision was lawful
and reasonable.
[98]
Whilst the Applicants did not specifically suggest that the
enforcement of the rotational
policy was procedurally unfair, the
Respondents’ counsel submitted that the implementation of the
rotational policy was procedurally
fair, and despite the Applicants
having no automatic entitlement to the renewal of the 90-day call-up
periods, the Applicants were
provided with reasonable notice of the
enforcement of the rotational policy.
[99]
The Applicants were provided with a 6-month notice period of the
enforcement of the rotational
policy.
[100]
Respondents’
counsel referred me, in such regard, to the matter of
Premier
Mpumalanga and Another v Executive Committee, Association of
State-Aided Schools, Eastern Transvaal
[10]
where the Constitutional Court held that government policy will
ordinarily not be altered without providing citizens with reasonable
notice of the intended change or providing citizens with an
opportunity to make representations to the decision-maker.
[101]
Although the enforcement of the Rotational Policy does not equate to
the alteration of a government policy,
the Applicants were given
reasonable notice of the rotational policy, and as appears from the
Founding Affidavit, the Applicants
made representations not only to
the decision-maker, but also to various other persons and entities,
including the Military Ombudsman.
[102]
I am accordingly satisfied that the decision to enforce the
rotational policy was not unlawful, unreasonable
or procedurally
unfair, and that the decision was in accordance with what a
reasonable decision-maker would have decided.
[103]
I accordingly find that there is no basis for the review and setting
aside of the decision to implement
and enforce the 90-day rotational
policy.
THE
THIRD ISSUE: PERMANENT PROVISION OF SERVICES
[104]
The Applicants seek an order directing the Respondents to appoint the
Applicants to provide protection services
at the SAMHS Headquarters
on a permanent basis.
[105]
The basis for the relief sought is the Applicants’ reliance on
a legitimate expectation of “
permanent employment
”.
[106]
The Applicants’ contention of a legitimate expectation of
“
permanent employment
” is, in turn, based on the
allegations that the rotational policy was waived in respect of the
Applicants, and that the Applicants
were provided with express,
alternatively tacit, undertakings that their services would be
retained on a permanent basis.
[107]
In the Founding Affidavit, under the heading of “
LEGITIMATE
EXPECTATION
”, the Applicants list the “reasons”
why the Applicants have a legitimate expectation of permanent
employment:
The Applicants repeated and elaborated on the “
reasons
”
in their Replying Affidavit.
[108]
The Applicants essentially contend that the duration of the
continuous call-ups and the conduct of the Respondents
gave rise to
the legitimate expectation of permanent employment.
[109]
Applicants’ counsel referred me to certain authorities in the
Applicants’ Heads of Argument,
in support of the submissions
made relating to the aspect of legitimate expectation, of which only
one authority had the citation
included. There was no list of
authorities filed, but I nevertheless considered all of the
authorities that I was referred to.
[110]
Applicants’ counsel submitted that the doctrine of legitimate
expectation entails that a reasonable
expectation based on a
well-established practice or an express promise by an administrator
acting lawfully gives rise to legal
protection when the practice or
promise is clear, unambiguous and unqualified.
[111]
In the
matter of
National
Director of Public Prosecutions v Phillips and Others
[11]
the Court carefully considered the doctrine of legitimate expectation
and set out that a legitimate expectation arises when a
decision-maker has induced a reasonable expectation in the person
relying on the doctrine, that the person will receive or attain
a
benefit, which reasonable expectation arises either from an express
promise made or from the existence of a regular practice
which the
person can reasonably expect to continue.
[12]
[112]
In the
Phillips
matter the Court (Heher J) set out the requirements for the
legitimacy of an expectation
[13]
.
The list of requirements is clearly not intended to be exhaustive,
but at least the requirements listed should be met for an expectation
to be considered to be a legitimate expectation.
[113]
The requirements to be met are the following:
[113.1]
the representation relied on must be clear, unambiguous and devoid
of
qualification;
[113.2]
The expectation must be reasonable;
[113.3]
The representation must have been induced by the decision-maker; and
[113.4]
The representation must be one which the decision-maker could
competently
and lawfully make.
[114]
In the
matter of
South
African Veterinary Council and Another v Szymanski
[14]
the Supreme Court of Appeal referred with approval to the
requirements set out by Heher J in the
Phillips
matter.
[115]
The Supreme
Court of Appeal held that the reasonableness of the expectation
relied on is a pre-condition to the legitimacy of the
expectation.
The circumstances from which the expectation allegedly arose must be
considered objectively, and if it is found that
the expectation was
reasonable, its legitimacy must then be considered and
determined.
[15]
[116]
In the
matter of
President
of the Republic of South Africa and Others v South African Rugby
Football Union and Others
[16]
the Constitutional Court stated:
“
The question
whether a legitimate expectation … exists is therefore more
than a factual question. It is not whether an expectation
exists in
the mind of the litigant but whether, viewed objectively, such
expectation is, in a legal sense, legitimate …”
[117]
The
principles applicable to a consideration of the legitimate
expectation doctrine were summarised in the matter of
National
Commissioner of Police and Another v Gun Owners South Africa
[17]
,
as follows:
“
Whether an
expectation has been created is a question of fact to be answered in
the light of the circumstances of a particular case.
The expectation
must be legitimate in an objective sense: the question is not whether
it exists in the mind of the litigant but
‘
whether,
viewed objectively, such expectation is in a legal sense,
legitimate’.
In South African Veterinary Council v
Szymanski this court held that for an expectation to be legitimate,
it must be: (i) a reasonable
expectation; (ii) induced by the
decision-maker (in this case, the State functionary); (iii) based on
a clear and unambiguous representation;
and (iv) one that is
competent and lawful for the decision-maker to make. Cameron JA
emphasised that ‘
the
reasonableness of the expectation operates as a pre-condition to its
legitimacy’
. Further, no one can have a legitimate
expectation that relates to the doing of something unauthorised or
unlawful.”
[118]
The
authorities to which I was referred by the Applicants’ counsel
relate primarily to the concept of “reasonable expectation”
as considered in terms of the Labour Relations Act
[18]
,
and are not directly applicable to the issues to be considered in
this Application.
[119]
As already set out above, in the Amended Notice of Motion the
Applicants seek an order directing the Respondents
to “
place
the Applicants on permanent basis
” as guards at the SAMHS
Headquarters.
[120]
The submissions made on behalf of the Applicants were that they had a
legitimate expectation of permanent
“
employment
”.
The submissions were that the Applicants expected to be “
retained
permanently
”, and that they would be retained “
on
a permanent basis
”.
[121]
In the Founding Affidavit, the Applicants alleged that they expected
to be placed in “
permanent positions
” and “
to
be made permanent in our positions
”.
[122]
It is accordingly clear that the Applicants contend for a legitimate
expectation of permanent “
employment
” with the
SAMHS (whether this be effected by way of becoming Regular Force
Members or some other form of contractual arrangement)
as opposed to
having a legitimate expectation of the continuous 90-day call-up
contracts being continued indefinitely.
[123]
This is emphasised by the amendment of the Notice of Motion, by the
deletion of the prayer seeking reinstatement
of the Applicants on
continuous 3-month renewable contracts, as initially sought in the
original Notice of Motion.
[124]
In support of the claim based on the legitimate expectation of
permanent “
employment
”, the Applicants allege that
the factors illustrating a legitimate expectation were the following:
[124.1]
The express or tacit waiver of the 90-day rotational policy;
[124.2]
The contents of the 16 February Document;
[124.3]
The contents of the 10 February 2016 Statement signed by the
Applicants;
[124.4]
The contents of the grievance form demanding permanent employment;
[124.5]
The duration of the continuous extension of the 90-day call-up
periods;
[124.6]
The express intention to retain the Applicants on a permanent basis
by Surgeon-General Sedibe and Surgeon-General Ramlakan;
[124.7]
The fact that the positions that the Applicants occupied still
exists;
and
[124.8]
Their names were included in the list of members earmarked for
permanent
employment.
[125]
I have already found that there was no express or tacit waiver of the
90-day rotational policy. The Applicants
were required to conclude
new 90-day call-up contracts at the conclusion of each 90-day period.
[126]
The contents of the 16 February Document did not in any way indicate
permanent employment of the Applicants.
All that is recorded in such
letter is that Brigadier-General Maminze intended to retain the
Applicants at SAMHS Headquarters “
until further notice
”.
Brigadier-General Maminze was not in control or command of SAHMS
Headquarters, but rather in control of the entire Reserve
Force of
the SAMHS.
[127]
The Statement dated 10 February 2016 is simply a Statement signed by
the First Applicant, confirming his
willingness to perform guard
duties at the SAMHS Headquarters, and acknowledges that if he is
permanently employed, he would not
seek a transfer.
[128]
The grievance form does not assist the Applicants in any way, as it
simply records their grievances, and
their view of their Reserve
Force engagement.
[129]
The duration of the continuous 90-day call-up contracts may very well
have caused the Applicants to expect
such arrangement to continue,
but it could not have given rise to an expectation of permanent
employment.
[130]
The Applicants also contend that Surgeon-General Sedibe and
Surgeon-General Ramlakan intended to retain
the Applicants on a
permanent basis. The contention in regard to Lt-General Sedibe is
based on the contents of the 16 February
Document, but such
contentions are misconceived, as Lt.-General Sedibe clearly required
the rotation of Reserve Force Members,
and there is no intention of
the permanent placement of the Applicants.
[131]
The Directive of 17 September 2019 (Instruction Number 42 of 2019) is
signed by Lt.-General Sedibe, and
such Directive prohibits call-up
periods in excess of 90-days per year.
[132]
There is no mention of Lt.-General Ramlakan in the Applicants’
Founding or Supplementary Affidavits.
In the Replying Affidavit the
Applicants simply state that there was an express or tacit waiver of
the rotation policy by Lt.-General
Ramlakan and Lt.-General Sedibe.
[133]
The bald allegation in the Replying Affidavit could never amount to
evidence of an express intention by
Lt.-General Ramlakan to retain
the Applicants on a permanent basis.
[134]
The Applicants’ version changes subtly in the various
affidavits filed, in that the Applicants initially
refer to
statements and conduct as evidencing a waiver of the rotation policy,
and then in the Replying Affidavit allege that the
same statements
and conduct are evidence of an intention to retain the Applicants as
permanent employees. Such change is presumably
as a result of the
deletion of the prayer seeking the reinstatement of continuous 90-day
call-up contracts.
[135]
The Applicants allege that the guarding positions that they occupied
“
still exist
”. The guarding positions will always
exist, but in terms of the rotational policy of SAMHS those positions
will be filled
by different Reserve Force Members on a rotational
basis. The positions are certainly not vacant.
[136]
The Respondents have pointed out that the guarding positions are not
positions that could be filled on a
permanent basis, and that it is
for such reason that the guarding positions are filled by Reserve
Force Members on a rotational
basis. The Respondents specifically
state that there are no permanent guard posts within the SAMHS
Headquarters’ structure.
[137]
In response the Applicants’ state in the Replying Affidavit
that they are prepared to take up permanent
positions elsewhere
within the SAHMS structure, but there is no evidence that there are
other alternative posts available. It is
the Applicants’ case
that they are entitled to be employed permanently in the guarding
positions at the SAMHS Headquarters
and not generally wherever a
permanent post may become available. .
[138]
The allegation that they were “
earmarked
” for
permanent positions, does not assist the Applicants, as it could
never amount to a representation that could lead to
a legitimate
expectation.
[139]
As regards the requirements to be met in order to establish that an
expectation is a legitimate expectation,
the Applicants:
[139.1]
Did not establish that the expectation of permanent employment was
reasonable;
[139.2]
Did not establish that the representations alleged were clear,
unambiguous
and devoid of qualification. To the contrary, on their
own evidence, the representations relied on were vague, and the
qualification
of being taken up into the Regular Force Members
applied to them.
[139.3]
Did not establish that the representations were induced by the
decision-maker;
[139.4]
Did not establish that Brigadier-General Maminze was competent to
make such representations, or that it was lawful for
Brigadier-General Maminze to make such representations. Whilst
Lt.-General
Sedibe may have been entitled to make such a
representation, there was no evidence that Lt.-General Sedibe made a
representation
of permanent employment.
[140]
In the circumstances, I find that the Applicants have not met the
requirements of the doctrine of legitimate
expectation, and the
Applicants cannot succeed with the claim for permanent positions at
the SAMHS Heaquarters.
THE
FOURTH AND FIFTH ISSUES: REDUCTION OF SALARY
[141]
The Applicants seek an order in terms of prayer 4 of the Amended
Notice of Motion, reviewing and setting
aside the decision to
“
arbitrarily reduce the Applicants’ salary by more
than half, and declaring such deductions as unlawful
”.
[142]
The Applicants seek an order in terms of prayer 5 of the Amended
Notice of Motion for payment of the deducted
amounts.
[143]
I was not specifically addressed on such aspect issue by Applicants’
counsel, but the aspect was raised
in the Applicants Heads of
Argument.
[144]
It was alleged that the Respondents’ deducted certain amounts
from the Applicants’ salaries,
and that the deductions were
acknowledged by the Respondents to be unfair.
[145]
The Applicants submitted that the Respondents contend that the
deductions were paid to the Applicants whilst
the Applicants deny
this. The Applicants require proof of the payments by way of bank
deposit documentation.
[146]
In the Founding Affidavit the Applicants allege that during the
period from May 2017 to June 2018, the Applicants’
salaries
were reduced “
by more than half
”. The Applicants
state that the Respondents conceded that the deductions were unlawful
and unfair, and undertook to make
payment to the Applicants.
[147]
On 18 August 2021 the Applicants filed a Supplementary Affidavit,
attaching an annexure, and stating that
such annexure reflects “
the
total amount owed
” to the Applicants.
[148]
The annexure is a spreadsheet, reflecting the details of the
Applicants, the number of days worked during
the period June 2017 to
May 2018, the daily tariff payable to the Applicants, the total
amounts outstanding, and interest on such
amounts.
[149]
In the Answering Affidavit the Respondents accept that the Applicants
did raise grievances in respect of
deductions, but state that such
grievances were resolved by the shortfalls in salaries being paid to
the Applicants.
[150]
The Respondents allege that the dispute relating to the deduction of
salary amounts had therefore been resolved,
and that the Applicants
were paid the amounts due to them.
[151]
In reply the Applicants’ alleged that the outstanding salary
dispute has not been resolved, and that
both formal and informal
grievances have been lodged.
[152]
During her address, Respondents’ counsel submitted that proof
of payment was provided to the Applicants’
attorney and that
there were no further responses or queries thereafter.
[153]
There is a clear factual dispute between the Applicants and the
Respondents (which appears to be ongoing
in terms of lodged
grievances) as to whether the Applicants have been paid the shortfall
or deductions referred to in the Founding
Affidavit.
[154]
The Applicants must have foreseen that there was going to be a
dispute as regards the payment of the “
deductions
”,
as on their version, they have continuously raised grievances in such
regard from at least 2018, without resolution.
[155]
Other than the schedule prepared by the Applicants, there is no
documentary evidence relating to the shortfall.
[156]
In the Record provided, I found a document headed “
REMUNERATION
OF SAMHS RESERVE FORCE MEMBERS AS INSTRUCTED BY SG ON 6/8/2020”
.
Such document was a schedule of payments made to the Applicants.
[157]
I compared the two schedules, and found that there were
discrepancies, and it was not possible to determine
whether the
Applicants had been paid in full, or whether the Respondents had made
partial payments to the Applicants.
[158]
In the circumstances, and having regard to the evidentiary principles
applicable to application proceedings,
I find that the Applicants
have not established on a balance of probabilities that any amounts
are due to them.
[159]
As regards the relief relating to the review of the decision to
arbitrarily reduce the salaries, there is
no evidence whatsoever of
any decision taken to reduce the Applicants’ salaries.
[160]
In the circumstances, the Applicants cannot be granted the relief
sought in prayers 4 and 5 of the Amended
Notice of Motion.
SIXTH
ISSUE: ARREAR INCOME
[161]
The Applicants seek an order directing the Applicants to pay the
Applicants’ salary from the date
of termination of the
employment contract call-ups to the date of reinstatement.
[162]
Such relief is naturally dependent on me finding that the
implementation of the rotational policy was wrongful,
and finding
that the Applicants are entitled to permanent employment positions at
SAMHS.
[163]
As already set out above, I have found that the enforcement of the
rotational call-up system is not irrational
or wrongful. I have also
found that the Applicants are not entitled to permanent employment
positions at the SAHMS Headquarters.
[164]
In the circumstances, the Applicants are not entitled to payment of
any amounts after the enforcement of
the rotational policy, other
than in respect of the periods that they may have been called up for
guarding duties since the enforcement
of the rotational policy, after
2020.
ORDER
[165]
In the circumstances, I make the following Order:
[165.1]
The Application is dismissed;
[165.2]
The Applicants, jointly and severally, are to pay the costs of this
Application.
G
NEL
[Acting
Judge of the High Court,
Gauteng
Division,
Pretoria]
Date
of Judgment:
13 March 2023
APPEARANCES
For
the Applicants:
Adv S Tshivhase
Cell: 083 299 5614
E-mail:
tshivhasesolomon@gmail.com
Instructed
by:
PT Sidondi Attorneys
Cell: 065 836 6454
E-mail:
davidshinhange2@gmail.com
For
the Respondent:
Adv V Mashele
Cell: None provided
E-mail:
valencia@lawcircle.co.za
Instructed
by
The State Attorney
N Thusini
Tel: 078 075 4620
E-mail:
nthusini@justice.gov.za
[1]
[2007] ZACC 23
;
2008
(4) SA 367
(CC) at
[143]
to [150].
[2]
No.
66 of 1995, as amended.
[3]
See
also Transman (Pty) Ltd v Dick and Another
2009 (4) SA 22
(SCA)
[4]
[2000] ZACC 1
;
2000
(2) SA 674
(CC) at 692; See also
South
African Jewish Board of Deputies v Sutherland
2004(4)
SA 368 (W) at 383.
[5]
[2004] ZACC 15
;
2004
(4) SA 490
(CC) at 506; See also
Minister
of Health v New Clicks South Africa (Pty) Ltd
2006 (2) SA 311
(CC) at [431].
[6]
No.
3 of 2002, as amended.
[7]
2006
(2) A 191 (SCA) at 196. See also
Trinity
Broadcasting, Ciskei v ICASA
2008 (2) SA 164
(SCA) at 171;
.
[8]
2008
(2) SA 24
(CC) at [110].
[9]
At
paragraphs [89] and [112], see also
Thebe
Ya Bophelo Healthcare Administrators (Pty) Ltd and Others v Nalimal
Bargaining Council and Another
2009 (3) SA 187 (W).
[10]
1999
(2) SA 91 (CC).
[11]
2002
(4) SA 60 (W).
[12]
At
[27]; See also
President
of the Republic of South Africa and Others v SARFU and Others
2000
(1) SA 1
(CC) at [212];
Administrator,
Transvaal and Others v Traud and Others
[1989] ZASCA 90
;
1989 (4) SA 731
(A) at 756.
[13]
At
[28].
[14]
2003
(4) SA 42
(SCA) at [19]; See also
Minister
of Environmental Affairs and Tourism and Others v Phambile Fisheries
(Pty) Ltd
2003
(6) SA 407
(SCA) at [65].
[15]
At
[21].
[16]
2000
(1) SA 1
(CC) at [216].
[17]
2020
(6) SA 69
(SCA) at [38].
[18]
No.
66 of 1995, as amended.
sino noindex
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