Case Law[2023] ZAGPPHC 622South Africa
Labuschagne v Minister of State Security Agency and Another (44033/19) [2023] ZAGPPHC 622 (17 July 2023)
Headnotes
Summary of the facts
Judgment
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# South Africa: North Gauteng High Court, Pretoria
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## Labuschagne v Minister of State Security Agency and Another (44033/19) [2023] ZAGPPHC 622 (17 July 2023)
Labuschagne v Minister of State Security Agency and Another (44033/19) [2023] ZAGPPHC 622 (17 July 2023)
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sino date 17 July 2023
IN
THE HIGH COURT OF SOUTH AFRICA
(GAUTENG
DIVISION, PRETORIA
Case No.: 44033/19
In
the matter between:
LIZETTE
ANTOINETTE LABUSCHAGNE
Applicant
and
THE
MINISTER OF STATE SECURITY AGENCY
First Respondent
THE
CHAIRPERSON OF THE GRIEVANCE PANEL NO. Second Respondent
PULANE
MOLEFE
THE
ACTING DIRECTOR- GENERAL:
Third Respondent
STATE
SECURITY AGENCY
Date
of hearing
:
07/06/2023
JUDGMENT
MTEMBU
AJ
Introduction
[1]
This is an
application whereby the applicant challenges the first respondent’s
decision or conduct in removing her from the
position of unit head,
which had been vacated by her superior to whom she was then
reporting. The applicant strongly feels that
upon the departure of
her superior, Mr Christo Strydom, she was a perfect candidate to fill
the post. This position, she contends,
was wrongfully filed by Ms
Maletswa.
In addition to this, the
applicant challenges the first respondent’s decision to adjust
her Individual Performance Measurement
System’s ratings
(“IPMS”) from level 4 to level 3 for the years 2013/2014
and 2014/2015.
[2]
In the amended notice of motion which, in my view, is crafted in a
convoluted manner,
the applicant sought an order,
inter alia,
in the following terms:
“
1.
That the recommendation by the second
respondent and the approval thereof by the first respondent
that
applicant be transferred laterally from the Directorate
Telecommunications to another directorate of the State Security
Agency
be reviewed and set aside:
2.
An order that the applicant be retrospectively appointed on a level
commensurate
to that of unit head (now P2) from 1 October 2002,
alternatively from June 2015;
3.
An order that applicant’s remuneration be retrospectively
recalculated
by first respondent, alternatively third respondent from
1 October 2002, alternatively June 2015 commensurate with that of a
unit
head (Level2) and that the difference between what applicant is
entitled to and what she was actually paid, be paid to applicant
within 30 court days from this order being made;
4.
An order that the respondents make available to the Honourable Court
and the
applicant the details of the respective remuneration
packages, now G3 and P2, to enable the applicant and the Honourable
Court
calculate the amount retrospectively payable to applicant.
5.
That the decision of the third respondent confirming applicant’s
Individual
Performance Measurement System’s rating of 3 for the
years 2013/2014 and 2014/2015 be reviewed and set aside and adjusted
to a category rating of 4;
6.
An order that applicant’s performance bonus be recalculated by
first, alternatively
third respondent, based on a performance rating
of 4 for the years 2013/2014 and 2014/2015 and that the difference
between the
recalculated bonus and the bonus actually paid for the
two years be paid to the applicant within 30 court days of this order
being
made;”
[3]
During the hearing, it became abundantly clear that the application
centres on two
issues: first, whether the applicant should have been
appointed or promoted to the position of unit head rather than Ms.
Maletswa.
Second, whether the applicant’s IPMS ratings for
2013/2014 and 2014/2015 should be adjusted from 3 out of 5 to 4 out
of 5.
Summary of the facts
[4]
The applicant commenced employment with the State Security Agency
with effect from
1 April 2002 as an administrative officer in the
telecommunication division responsible for mobile telephone services.
[5]
The applicant was reporting to Mr Christo Strydom, who was then
Deputy Divisional
Head
. Apparently, Mr Strydom left the
organisation in the same, 2002.
The
applicant admits that it was explained to her that she could not act
in the post previously occupied by Mr Strydom on the basis
that this
post no longer existed in the division and for this reason, the post
was never advertised.
[6]
After that the applicant reported to
a certain
Mr Steyn who in August 2003, after the departure of Mr
Strydom, made submissions and recommendations that there should be a
creation
of two-unit head posts in the division. These
recommendations were however not approved.
[7]
Two years later, on 01 February 2006, the
Acting
Manager: Information Systems
at the time, Mr Bernard, also
made submissions and recommendations that the applicant be appointed
as the unit head. However, these
recommendations too were not
approved. The applicant contends that she performed the functions of
the unit head. However, she admits
that she was never formally
appointed to that position, and neither was she remunerated in
accordance with the post level of a
unit head and or in accordance
with the functions and responsibilities she executed. Again in May
2006, three months later, the
General Manager: Human Resources, Mr
Masango, attempted to have the applicant’s post re-evaluated.
This attempt too failed.
[8]
In 2012, six years later, the State Security Agency merged two
branches of National
intelligence.
As a
consequence of these changes,
the applicant, therefore,
requested a promotion. Mr Bam
who
was then the applicant’s Acting Manager
declined the
request for promotion. Aggrieved by this, the applicant escalated her
issues to the then Director-General, Mr Dlomo.
Mr Dlomo undertook to
investigate. He however came back to the applicant and informed her
that she could not be appointed as the
unit head because she did not
have an NQF6 qualification which is equivalent to a degree. She
subsequently enrolled for a
BA Criminology Degree at the University
of South Africa, apparently upon the advice from Mr Dlomo.
[9]
The applicant also submitted a formal grievance against Mr Bam
because she felt victimised.
According to the applicant, her
grievance was never investigated. For the periods of 2013/2014 –
2014/2015 Integrated Performance
Measurement System, the applicant
rated her performance on a level 4 out of 5. Mr Bam reduced the
ratings to a level 3. Dissatisfied
with Mr Bam’s ratings, the
applicant appealed. According to the applicant, she never received an
outcome in her appeal. Mr
Bam was later replaced by a certain Mr
Shariff.
[10]
In June 2015, the applicant was invited to a meeting wherein she was
informed by Mr Shariff that
Ms Maletswa had been appointed as the
unit head and she would report to her.
[11]
The applicant was aggrieved by this as she felt that her functions
and responsibilities were
taken away from her and consequently
requested that she should be transferred to another division as she
could
not cope working
under Ms Maletswa
in the same division. The approval was granted.
The
applicant was transferred to the IT Stock Department where she
worked in an open space with other colleagues. According
to the
applicant, this was a demotion. As a result, she submitted another
grievance with respect to the appointment of Ms Maletswa.
Her
grievance was only entertained three years later, after a series of
demands. A grievance panel was convened in October
2018.
The following year, on 17 January 2019, the applicant received an
outcome of her grievance, however, not the entire
report. It was
conveyed to the applicant that Ms Maletswa was unlawfully appointed
to the unit head post. The reasons being, the
post had been scrapped
and no longer existed. The applicant was further advised that a
consultation process would be undertaken
with her regarding a
possible transfer to another directorate.
[12]
Regarding the outcome with respect to her performance scoring, the
applicant, through a letter
from Mr Jafta dated 18 March 2019, the
then Acting Director-General, was advised that Mr Jafta considered
the appeal and supported
the rating of level 3.
Grounds of review
[13]
The grounds of review are premised upon the contention that the first
respondent’s decision
is reviewable in terms of the Promotion
of Administrative Act 3 of 2000, (“PAJA”), alternatively
in terms of the principles
of legality, and or in terms of section 23
of the Constitution Act 108 of 1996. However, there is no
specific reference to
the provisions of PAJA which the applicant
relies on. The reference thereto is amorphous.
[14]
In sum, the grounds of review are that for the past 13 years, the
applicant had been performing
the functions of the unit head, from
2002 to 2015. It is on this basis that the applicant contends that
the appointment of Ms Maletswa
to the position of the unit head is
unfair. The IPMS ratings were lowered by Mr Bam for
malicious reasons. According
to her this amounted to victimisation.
Her previous ratings, two years prior, had not changed. There
was no reason to justify
a decrease in her ratings. Her duties
were taken away from her without a hearing. The applicant
further contended that
the failure to promote her and her demotion
was discrimination on the ground of race.
[15]
The respondent opposed the review application and contended that the
applicant never performed
the functions of a unit head. Had she done
so, she would have invoked the benefits of payment for acting in
terms of the Ministerial
Delegation of Powers and Direction (“MPD”),
and clauses 3.2 and 7.8 of the Human Resource Directive Remuneration
Management.
It is inconceivable that the applicant would have been
acting in the position of unit head for a period of thirteen years
(13)
without receiving any acting allowance and not lodging any
grievance regarding payment for acting in the position of unit head.
The applicant did not possess the necessary qualifications to act in
such a position.
[16]
According to the respondent, the unit head position was managerial in
nature not administrative.
The position was disestablished and no
longer existed. The applicant was only performing administrative
functions. The applicant
was transferred to another division based on
her own request. The appointment of Ms Maletswa was set aside as it
was established
that she was unlawfully appointed.
Submissions
[17]
The applicant submitted that although she was formally appointed as
an administrative officer, she
from October 2002 until 2015 performed
the duties of a Deputy Divisional Head and that she is entitled to be
remunerated on the
level of a Deputy Divisional Head (unit head). In
support of this contention, it was submitted that there can be no
doubt that
working as a unit head, fulfilling the tasks and functions
of a unit head, and having the status of a unit head for many years
resulted in a situation where the applicant was effectively in the
same position as being promoted.
[18]
In addition to this aspect, the applicant’s further contention
is that when, during 2015,
Ms Maletswa was appointed as unit head in
the division where the applicant was functioning, she was then
demoted. In support
of this submission, it was contended that
even if she did not have a vested right in the position, she
certainly had a right to
be heard when the respondent decided to
appoint Ms Maletswa.
The
applicant’s counsel, relying on
Eskom
v Marshal and Others
[1]
,
submitted that working for many years as unit head and studying
further on advice of her superiors, created a legitimate
expectation that she would be appointed to the position of unit head.
Therefore, the applicant was demoted, the submission goes.
On the
second issue pertaining to IPMS, it was argued that the applicant's
IPMS rating prior to 2014 was always at level 4 for
two consecutive
years, and that a decrease from level 4 to level 3 for the years
2013/2014 and 2014/2015 was irrational.
[19]
On the other hand, it was submitted, on behalf of the respondents,
that the applicant was neither
appointed nor remunerated on the level
of a unit head. Consistent with this, the applicant never challenged
why she was not remunerated
for the acting position as she alleged.
The applicant was transferred based on her request to another
division. Ms Maletswa’s
appointment was set aside. The
applicant therefore should not rely on Ms Maletswa’s
appointment since it was set aside. It
was submitted that even though
the first respondent admits that Ms Maletswa ought to not have been
appointed, and she is not supposed
to occupy the unit head post, that
does not mean that the applicant qualifies for any promotion. The
applicant’s contention
that the court should grant her
promotion without following due process cannot be countenanced.
Analysis
[20]
As I have already stated, the grounds of review are predicated on the
contention that the first
respondent's decision is reviewable in
terms of the Promotion of Administrative Act 3 of 2000, alternatively
in terms of legality
principles, and or in terms of section 23 of the
Constitution Act 108 of 1996
. The issues revolve around the
failure to promote the applicant and an unreasonable decrease in her
IPMS ratings.
In
Gcaba
v Minster of Safety & Security
[2]
and Mkumatela v Nelson Mandela Metropolitan Municipality
[3]
,
the Constitutional Court and the Supreme Court of Appeal respectively
ruled that promotion in the public sector does not constitute
an
administrative action. This principle was applied in
City
of Cape Town v SAMWU obo Sylvester, Mongomeni and Akiemdien
[4]
where a bargaining council award ordering the promotion of the
applicant employee was on review. Such matters, the Labour Court
found, should not be treated as akin to a judicial review of
administrative decisions since employment decisions that do not
affect
the public at large are not administrative decisions. The
proper yardstick, Rabkin-Naiker J noted, is
fairness
to both parties. ‘Irrationality’ remains relevant only
insofar as it demonstrates unfairness.
[21]
In this matter before me,
it
is common cause that the applicant as an employee of the State
Security Agency does not enjoy any protection under Labour Relations
Act 66 of 1995 (“the LRA) and the Employment Equity Act 55 of
1998 (“the EEA”). In terms of section 2, the LRA
does not apply to members of the National Defence Force; and the
State Security Agency.
The
LRA expressly excludes members of the State Security Agency from its
operation. Its expansive protections therefore do not cover
the
parties such as the applicant in her employment with the first
respondent. However,
section
23(1)
of
the Bill of Rights (of which the LRA is the principal legislative
off-shoot) provides that “Everyone has the right
to fair labour
practices”. This includes members of the defence force.
[5]
The SCA in
Murray
v Minister of Defence
held
that:
“
In
1995, the LRA expressly codified unfair employer-instigated
resignation as a dismissal. Even though that does not apply here,
the
constitutional guarantee of fair labour practices continues to cover
a non-LRA employee who resigns because of intolerable
conduct by the
employer, and to offer protection through the constitutionally
developed common-law.”
[6]
[22]
It is manifest from the SCA decision in
Murray
that even
though the provisions of the LRA do not apply to litigants such as
the applicant, but the Constitution guarantees them
a right to fair
labour practices.
[23]
The Constitutional Court in
Pretorius
& Another v Transnet Pension Fund and Others
[7]
further suggested that a person who is not defined as an employee
under the LRA but who is engaged in an employee-employer relationship
may rely on such a relationship to assert their constitutional right
to fair labour practices. It stated that “More and more
people
find themselves in the “twilight zone” of employment”.
[24]
I now turn to address the controversy about promotion or appointment,
which was the basis for
the applicant’s case.
In
the case of promotion, there is generally no right to be promoted.
The decision to promote ultimately falls within the employer’s
managerial prerogative. The exercise of managerial prerogative has to
be no more than good faith and rational.
[8]
I
would merely emphasise, as cautioned by Corbett CJ in
Administrator
,
Transvaal
& others v Traub & others
1989 (4) SA 731 (A)
,
that the need to avoid undue judicial interference in the
administration of public authorities must always be placed in the
balance.
Indeed, as I have already stated, the promotion of an
employee is a privilege, bestowed at the discretion of the employer
when
deemed appropriate. It is not a right to which an employee is
entitled unless, of course, his employment contract so provides.
[25]
T
he
applicant’s contention that she performed the functions of the
unit head, from 2002 to 2015 and therefore she deserved
promotion is
susceptible to criticism. The intriguing part, firstly, is that the
applicant admits that she was never formally appointed
to the
position, and neither was she remunerated in accordance with the post
level of a unit head and/or in accordance with the
functions and
responsibilities she executed.
[26]
The second part is that
she admits that it was
explained to her that she could not act in the post previously
occupied by Mr Strydom on the basis that this
post no longer existed
in the division and for this reason, the post was never advertised.
This, in my view, defeats the applicant’s
contention that she
was an acting unit head upon the departure of Mr Strydom. I agree
with the respondent’s contention that
had she performed
the duties of a unit head or acted in such a capacity, surely, she
would have invoked the benefits of payment
for acting in such a
position. It is common cause that the first respondent has policies
that permit employees to claim acting
allowance and benefits, in
particular, the Ministerial Delegation of Powers and Direction, and
Human Resource Directive Remuneration
Management policy. It defies
logic that the applicant would have been acting in the position of
unit head for a period of thirteen
years (13) without receiving any
acting allowance and without lodging any grievance regarding payment
for acting in the position
of unit head. The applicant
was
notorious for lodging grievances but for strange reasons, never
challenged the nonpayment of acting allowance.
[27]
The
question
of
whether the applicant should
have been promoted to the position of unit head rather than Ms.
Maletswa also does not take the applicant’s
case further. The
applicant, in her own concession, submits that the appointment of Ms
Maletswa became a shock to her because she
was aware that there was
no approved unit head post. In addition to this, she agrees, the post
was never advertised. This was further
confirmed by the grievance
panel which found that
Ms Maletswa was unlawfully appointed to
the unit head post. The reasons being, the post had been scrapped and
that it no longer
existed.
I
digress at this juncture to observe that the grievance panel
recommended as follows:
“
9.1.1
The creation of the current Unit Head position in Division
IO32 be declared null and void as due process was not followed
and no
formal approval by the Director-General is reflected on the
submission.
9.1.2
A Business Analysis be concluded in Division IO32 to determine the
functional need for a Unit Head position
as well as the post
establishment and to follow due process to create a formal Unit Head
position.
9.1.3
If the Business Analysis outcome result in the creation and approval
of a Unit Head position, the position
be filled in accordance with
Chapter V of the Intelligence Services Regulations, 2014 and SSA
Directive HRD.OS (Human Resource
Directive on Recruitment, Selection,
Appointment and Termination of Service).
.
. .
8.1
The process followed in appointing Ms AM Maletswa in the Division
Services Administration
(IO32) by the Agency was in contravention of
Chapter II (Organisation and Structures), IV (Job Evaluation) & V
(Recruitment,
Selection, Appointment and Termination) of the
Intelligence Services Regulations, 2014.”
[28]
This, in my view, seems to suggest that, indeed, there was no unit
head post position. It was
never approved, hence the appointment of
Ms Maletswa was also declared
null and void
. In addition to
this, the grievance panel recommended that a Business Analysis should
be concluded in Division IO32 to determine
the functional need for a
unit head position. Now, the critical question is, how can the
applicant be promoted to a position that
does not exist? Surely, she
cannot. This, too, defeats any suggestion of legitimate expectation.
[29]
In
Mathibeli
v Minister of Labour
[9]
,
a
recommendation that the appellant’s post be upgraded was not
approved because it was in conflict with a collective agreement.
The
appellant then referred an unfair labour practice dispute concerning
promotion for arbitration. On review, the Labour Court
found that the
bargaining council lacked jurisdiction to arbitrate because the
dispute was one of interest. On appeal, the Labour
Appeal Court did
not agree with this finding but found that, because the upgrading had
not been authorized, the appellant had no
right to be upgraded and,
therefore, the respondent had not committed an unfair labor practice.
[30]
Another
applicant’s
contention which deserves consideration is what she calls demotion.
Regrettably, the applicant speaks in paradox,
firstly she contends,
she was not promoted or appointed to the position of unit head. While
trying to follow her logic of reasoning,
she, in the process changes
tune and contends that she was demoted in that she was transferred to
another division. Let me deal
with the issue of demotion which arises
out of a transfer or appointment of Ms Maletswa. It is common cause
that she requested
a transfer to another division which was duly
granted. It is common cause that her salary was never reduced. It is
common cause
that she was never formally appointed to an acting
position. It is further common cause that she was never remunerated
for the
alleged acting post. It is trite that demotion lies in a
diminution of remuneration levels, fringe benefits, status, different
levels of responsibility or authority, or power. Therefore, the issue
of demotion does not arise under these circumstances.
[31]
The applicant also brought in the issue of discrimination that she
was discriminated against
on the basis of race. This was just a bold
statement with no substantiation. In support of this contention, it
was simply that
the applicant is white and Ms Maletswa is black. I
must emphasize that the allegations of racism should not be made
frivolously.
This country has a painful historical past. Issues
pertaining to racism should be genuine, not for cheap politicking.
The applicant
was, in this regard, clutching at straws.
[32]
The last issue, as raised by the applicant, is the IPMS ratings.
The contention on the issue relating to IPMS was
that the applicant’s IPMS rating prior to 2014 was always at
level 4, for
two consecutive years, and a decrease from 4 to 3
category was irrational for the periods 2013/2014 and 2014/2015. I
must say that
there was no further information placed before court
for consideration. This court was not appraised as to how the IPMS
rating
works. No information was provided about the policy
governing IPMS ratings, if there is any. No information was provided
as to how the first respondent stumbled vis-à-vis the existing
policy. The applicant’s counsel correctly conceded that
there
was no sufficient record before court in relation to the IPMS.
[33]
I must also say that this court was urged to determine the matter
fully and not remit it back
for consideration
de novo
. Indeed,
I agree. Where the applicant has failed to establish her case, it
axiomatically follows that her application must fail.
[34]
Perhaps, a few issues warrant consideration based on what is
available before court.
The applicant
rated herself by giving herself the score she subjectively wanted. As
already stated, one is not appraised of the
policy in this regard,
but what baffles my mind is, how a person can rate himself or herself
to the highest point, when reduced
to a lower point, then question
the rationality of the other, while his or her rationality is left
unquestioned. In my view, previous
work performance cannot be used as
a yardstick. Otherwise, there will be no need for an annual
performance evaluation.
[35]
Regrettably, the applicant has not made a convincing case to this
court on all fronts.
Costs
[36]
What remains is the
question of costs.
The general
rule is that the successful party should be given his costs, and this
rule should not be departed from, except where
there are good grounds
for doing so. In this matter, there is nothing that warrants
deviation from the general rule.
Order
[37]
In the result, the following order is made:
(i)
The application is dismissed with
costs.
____________________________
A.M. MTEMBU AJ
Acting Judge of the
High Court of South Africa
Gauteng Division,
Pretoria
"
This
judgment was prepared and authored by the Judge whose name is
reflected herein, duly signed, and is submitted electronically
to the
Parties/their legal representatives by email. This judgment is
further uploaded to the electronic file of this matter on
Case Lines
by the Judge or his Secretary. The date of this judgment is deemed to
be 17 July 2023."
Counsel
for the Applicant: Adv G L Van Der Westhuizen
Instructed
by: DDP Attorneys, Rosebank
Counsel
for the Respondent: Adv LJ Mboweni
Instructed
by: State Attorney, Pretoria
[1]
[2003]
1 BLLR 12
(LC) at paras [20] to [21]
[2]
[
2009]
12 BLLR 1145
(CC) at para 64
[3]
[2010]
2 BLLR 115 (SCA)
[4]
[2013]
3 BLLR 267
(LC)
[5]
Murray v Minister of Defence
[2008] 3 All SA 66
(SCA) at para [5]
[6]
Ibid
at para [9]
[7]
[
[2008] ZALC 24
;
2018]
7 BLLR 633
(CC) at para
[48]
[8]
See
SAPS v SSSBC [2010]
8 BLLR 892
(LC) at para 15; See also SAPS
v PSA
[2007] 5 BLLR 383
(CC), with reference to Van Rooyen v
the State [2002] 8 BCLR 810 (CC)
[9]
[2015]
3 BLLR 267
(LAC)
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