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Smith v Air New Zealand [2005] NZHRRT 30 (22 September 2005)
Last Updated: 6 April 2006
Decision No. 30/05
Reference No. HRRT 37/02
BETWEEN VALERIE JOAN
SMITH
Plaintiff
AND AIR NEW ZEALAND LIMITED
Defendant
BEFORE THE HUMAN RIGHTS REVIEW TRIBUNAL
Mr R D C
Hindle Chairperson
Ms P A K McDonald Member
Mr G J
Cook Member
HEARING: 9, 10, 11 & 12 August
2004 (Wellington)
APPEARANCES:
Mr R Hesketh for plaintiff
Mr H Waalkens QC & Ms J Libbey for
defendant
DATE OF DECISION: 22 September 2005
DECISION
Preliminary
| [1] | The plaintiff suffers from a
congenital condition. One consequence is that she has limited lung capacity.
At night when she sleeps,
and on occasions during the day, she needs extra
oxygen to help her breathe. So too when she travels in an aircraft. The
lowered
air pressure in the cabin when the aircraft is at altitude makes it
difficult for her to take in enough oxygen. |
| [2] | One solution is to have a
cylinder of compressed oxygen in the aircraft with her. That is how the
plaintiff has travelled by air
since she first became aware of her need to have
extra oxygen in flight. |
| [3] | The central question that
this case raises is this: When Air New Zealand requires the plaintiff to
organise and pay for her own oxygen
support for any given flight, or when it
asks her to contribute to the costs of providing oxygen support when supplied by
it, does
it thereby discriminate against her in an unlawful way because of her
disability? |
| [4] | In her claim the plaintiff
has asked the Tribunal to make various declarations and restraining orders to
prevent Air New Zealand from
imposing additional charges on passengers with
disabilities or illnesses, and who as a result require particular services or
support
when flying with Air New Zealand. There is a claim for a comparatively
small sum that the plaintiff was charged for the provision
of oxygen support
when she took an Air New Zealand flight to Melbourne in December 1999. There is
also a claim pursuant to ss.92I(3)(c)
and 92M(1)(c) of the Human Rights Act 1993
(‘the Act’) for $3,000 on account of humiliation, loss of dignity
and injury
to her feelings. |
| [5] | Air New Zealand’s
reply is to the effect that nothing it has done during its association with the
plaintiff has given rise to
any proper claim of unlawful discrimination. In any
event it takes issue with the broad way in which the relief sought by the
plaintiff
has been framed. |
| [6] | Of course all of the claims
need to be considered on their merits, but we do not think that it does a
disservice to plaintiff’s
case generally to say that it has been brought
to test Air New Zealand’s practices in regard to the provision of
facilities
for disabled people. |
| [7] | The claim was filed in
August 2002. Air New Zealand filed its statement of reply in February 2003. On
24 June 2003 the Tribunal
was asked to deal with a number of interlocutory
issues: see Smith v Air New Zealand Limited (HRRT Decision 23/03, 24
June 2003). |
| [8] | The substantive issues came
on for hearing in Wellington on 9 August 2004. At the request of counsel for
the plaintiff, after the
evidence and argument was completed a timetable was put
into place to allow for the filing of extra written submissions on behalf
of the
plaintiff. The timetable also allowed for submissions in reply to be filed on
behalf of Air New Zealand. That exchange of
submissions was completed on 23
November 2004. Subsequently in February 2005 counsel for the plaintiff drew our
attention to a decision
that had been issued in respect of a case that was
referred to in argument at the hearing. By letter dated 14 February 2005 the
Tribunal was notified that Air New Zealand did not wish to make any further
submissions in respect of that decision. |
| [9] | We regret the time that it
has taken to issue this decision. At least in part the delay has been a result
of a large number of hearings
conducted by the Tribunal in the 2004 calendar
year, with a consequential backlog of decisions (particularly in complex
matters)
that have had to be issued. The circumstances have been compounded by
the fact that, until May 2005, the role of Chairperson of
the Tribunal was a
part-time one only. |
| [10] | It is to be hoped and
expected that delays of the sort suffered in this matter will not occur in
future, particularly now that the
Chairperson has a full-time commitment to the
work of the Tribunal. In the meantime, we express our regret to the parties in
this
matter at the length of time that it has taken us to deliver this decision.
|
| [11] | This decision is organised
under the following headings:
|
Preliminary
Background to the
litigation
The changing focus of the case
The training
issue
Less favourable treatment: the competing arguments
Less favourable treatment: discussion and decision
Can Air New Zealand reasonably be expected to supply its
services without requiring more onerous terms?
Conclusion
Costs
| [12] | We begin by setting out the
context of the case in greater
detail. |
Background to the
litigation
| [13] | The plaintiff first
discovered that she needed oxygen support in flight in 1997 when she flew to the
United States. She got into
difficulties with her breathing on the first sector
out of New Zealand, and was given oxygen by the cabin crew from one of the
oxygen
cylinders kept on board for emergencies. After she arrived in the United
States oxygen was arranged for her for each sector of her
ongoing travel. She
was charged US$75 for each sector. We should say that none of this travel was
with Air New Zealand. |
| [14] | One lesson that the
plaintiff learned from this episode and which is of some relevance in the
present proceedings, however, is that
the rate at which oxygen is delivered to
her is very important. On her trip to the United States she was unwittingly
given too much.
She had been unable to clear her lungs fully after each breath.
As a result she suffered a build up of carbon dioxide in her body.
By the time
she arrived back in New Zealand she was very ill indeed. She had to spend
several weeks in hospital. At one point
there were fears for her life.
|
| [15] | Fortunately with proper
monitoring and therapy her condition improved. Since then, however, she has had
to have oxygen support when
she sleeps at night. That involves having a mask
over her face, to which two machines are attached. One is about the size of a
household dehumidifier. It takes air in and concentrates the oxygen that the
air contains. The oxygen is then delivered to the
face mask by a plastic tube.
The second machine is much smaller. It is called a ‘Bi-Pap’
machine. The machine regulates
the flow of oxygen to the plaintiff.
Importantly, it also helps to deflate her lungs after each breath so that carbon
dioxide does
not build up. |
| [16] | All of this equipment is
geared up to deliver oxygen to the plaintiff at the particular rate at which she
requires it, namely 1 litre
per minute. The evidence made it clear that her
required rate for extra oxygen is low when compared to others who have need of
oxygen
support. |
| [17] | The Bi-Pap machine is small
enough for the plaintiff to be able to take it with her when she travels,
although she does not need to
use it on flights if she is going to be awake
throughout the journey. The concentrator, however, is too big to be carried
easily.
It would certainly be impracticable to carry it in an aircraft cabin,
much less use it there. |
| [18] | The plaintiff explained
that when she is going to travel away from home overnight she will usually
contact the local District Health
Board in the area to which she is travelling
in advance of her travel. She does so in order to arrange for the use of an
oxygen
concentrator owned by the District Health Board in the place that she is
going to (enquiries made by counsel for Air New Zealand
suggests that practice
amongst District Health Boards varies; some charge for the supply of equipment
needed by travellers who require
extra oxygen, and others do not).
|
| [19] | The plaintiff will also
contact her doctor to obtain a medical certificate known as a MEDA
(‘Medical Fitness for Air Travel’) form which says
that, in the doctor’s assessment, the plaintiff is safe to undertake the
proposed flight(s).
The MEDA form also states that the plaintiff will either be
able to take care of her own meals, transfers, administering of medication
and
other needs in flight, or that she will be accompanied by someone who can assist
her with those needs. It is relevant to note
that, in the case of lung disease,
the form has to be supplied by anyone whose disease prevents them from walking
100 metres on the
flat, or which has required them to use extra oxygen at home
or on previous flights. |
| [20] | Although the need to obtain
such a certificate puts the plaintiff to the inconvenience of having to contact
her doctor, and sometimes
to a cost of around $50.00 for an appointment with her
doctor, she did not say that the requirement that she must provide the
certificate
involves anything like unlawful discrimination against her. It was
accepted that the airline is entitled to an appropriate assurance
that she is
fit to fly. |
| [21] | The December 2003 version
of the MEDA form contains the following information to
travellers: |
"The aircraft oxygen supplies are for emergency use only and not for planned
use. However, oxygen is available for medical reasons
with adequate notice
(usually four days). Where possible Air New Zealand will refer you to an
authorised provider who can supply
the required oxygen directly to you. You
will be responsible for operating the equipment and following any safety
instructions.
Alternatively Air New Zealand may supply oxygen for some
international journeys. Your doctor can advise you whether oxygen will
be
necessary in flight,...."
| [22] | We should make it clear
that this decision concerns situations in which the need for extra oxygen is
understood before a flight is
undertaken; it does not deal in any way with
issues related to the supply of extra oxygen in an
emergency. |
| [23] | As at the date of the
hearing, there were two different regimes for the supply by Air New Zealand of
extra oxygen in fight. The
first is associated with domestic travel, i.e.,
where the flights are from and to destinations within New Zealand. In those
cases
the airline does not supply the extra oxygen at all. For safety reasons,
however, the airline requires that the oxygen cylinder
and the associated
equipment that will be used in flight must be obtained by the passenger from an
approved provider called BOC Gas
Limited (‘BOC’). Air New Zealand
has an arrangement with BOC to ensure that when BOC supplies a passenger with
equipment
the equipment will meet relevant safety requirements.
|
| [24] | During argument at the
hearing this arrangement was referred to as the ‘bring your own’
approach. That is because, although
Air New Zealand requires that the relevant
safety standards must be met, ultimately it is the passenger who must contact
BOC, ensure
that the equipment is available, and that what is provided is
capable of delivering oxygen at the particular rate required by the
passenger in
question. The passenger must also uplift the equipment from BOC and return it
to BOC after travel. The passenger pays
all of the costs involved direct to
BOC. The cost no doubt varies depending on what equipment is needed and how
long it is needed
for, but in this case the plaintiff said that the extra costs
she incurred in late 2002 included: |
| [a] | A delivery fee for transport
of the equipment to and from the plaintiff’s home, if she or her partner
are unable to go to the
BOC depot to pick it up or drop it off – around
$20.00 each way; |
| [b] | A cost of
$21.81 per gas bottle (‘size A’); |
| [c] | An additional cost of $28.69
for the regulator/flow meter travel pack; |
| [d] | (Possibly) a cost of $6.12
per bottle for filling the bottle – it is not clear to us whether filling
the bottles is charged
for separately by BOC under this system, but in any event
any cost of filling bottles will obviously vary depending on bottle size
and
(perhaps) the number of bottles required; and |
| [e] | An $18.00 annual BOC
administration fee. |
(We will refer to these arrangements in this decision as ‘the BOC
system’ or ‘the BOC approach’.)
| [25] | International flights are
different. For reasons that are related both to the international regulation of
on board oxygen, and the
fact that international flights are longer than
domestic flights, when extra oxygen is required on an international flight Air
New
Zealand provides it. |
| [26] | Prior to around 1998, for
long haul flights a large cylinder of about 3,000 litre capacity was used. The
cylinder could be used for
seated passengers as well as stretchered patients,
but it occupied the space of about two seats on a 767 aircraft and 3 seats on
a
747 aircraft. Air New Zealand’s practice was to charge for the extra
seats taken up by the oxygen cylinder. In order to
alleviate the loss of space
and cost that resulted, in 1998 Air New Zealand introduced much more compact
oxygen concentrators. A
concentrator takes in the air in the cabin, and
extracts oxygen from it to deliver the concentrated oxygen to the
passenger’s
mouth or cannula (pipes which deliver oxygen to the
passenger’s nose). It is powered by aircraft electricity. The
concentrators
are used on long-haul flights where the total volume of oxygen
required for the journey will be highest. |
| [27] | Mr May (who was at material
times an Air New Zealand employee responsible for issues of this kind) told us
that the cost of introducing
the concentrator units was around NZ$14,000 each.
Initially the Airline purchased five, although not all are serviceable at any
one time. The equipment is stored under the passenger’s seat, so that the
passenger requiring extra oxygen is charged only
for the cost of providing the
oxygen and not for the seats that would otherwise be taken up with
equipment. |
| [28] | Mr May told us that the
concentrators have a life span of three to seven years. He said that there were
‘considerable’
costs involved in fitting and servicing them each
time they are required on a particular flight. The units are treated as
aircraft
components, and therefore have to undergo rigorous testing each time
they are returned to service. Mr May told us "the Airline introduced these
oxygen concentrators of its own accord to provide a better, more comfortable,
and less expensive service to those of its passengers who require it."
(The emphasis is ours, in order to highlight the use of the word
‘service’ in this passage of evidence. It is a matter
we will refer
to below). |
| [29] | The business of providing
extra oxygen for use in flight gives rise to a number of logistical issues. At
least as importantly, whether
supplied from a cylinder or a concentrator, the
presence of concentrated oxygen in flight also creates a number of significant
safety
concerns. We will need to return to the subject later in this decision,
but it suffices to say here that oxygen is volatile and
highly combustible. In
the presence of hydrocarbons such as oils or grease oxygen can ignite with just
a small ignition source.
As Mr May said: " ... aircraft are literally
covered with lubricants, from the seat mechanisms themselves to the more complex
air frame controls that
make the aircraft fly, to make sure that everything
continues to work smoothly. The scenario of a pressurised oxygen cylinder being
ruptured and exploding, or of a fire fuelled by leaking oxygen, does not bear
thinking about. It is taken very seriously due to
the high level of risk."
|
| [30] | The problems are not
limited to compressed oxygen from a cylinder. A discussion document and draft
rule circulated in July 2004 by
the Federal Aviation Administration (‘the
FAA’) in the United States regarding use of privately owned oxygen
concentrators
in flight establish that even when a concentrator is used there
are risks. Dangers include the possibility of the cannula being
left under
something like a covering or cushion that can result in a build up of oxygen.
If a passenger has used a hydrocarbon based
lotion or salve on their skin, then
an increased risk of fire exists (we take this from discussion about user
requirements under
the rule proposed by the FAA; we will refer to the proposed
rule in more detail below). |
| [31] | Compressed oxygen is
therefore treated as a dangerous good in flight. A number of national and
international regulations apply.
Specifically, Air New Zealand must at least
comply with: |
| [a] | the Civil Aviation Act 1990
(NZ); |
| [b] | New Zealand
Civil Aviation Rules; |
| [d] | US Federal
Aviation Regulations; and |
| [e] | International
Civil Aviation Organisation Technical
Instructions. |
| [32] | It is not necessary to set
out the detail of these various instruments, or the precise way in which they
impact on Air New Zealand’s
operations. The plaintiff did not contest the
airline’s assertion that they constitute a restrictive set of rules which,
at
least for international travel, effectively require that extra oxygen in
flight can only be provided from a source which is controlled
by the airline and
which meets the relevant management, supply and maintenance protocols. Nor was
it suggested that the regulations
are in themselves a source of any human rights
issues. |
| [33] | Aside from the issues
arising out of the provision of extra oxygen in flight for the safety of the
aircraft, there is another important
consideration. As the plaintiff’s
experience of her 1997 trip to the United States demonstrates, whenever a person
uses extra
oxygen the rate at which the oxygen is delivered to the user is
important, and can become critical over a period.
|
| [34] | For completeness, we add
that there are some variations in the broad distinction between international
flights and domestic flights.
For example, if a passenger arriving on an
international flight into New Zealand has a very short stopover before flying to
a destination
within New Zealand, then Air New Zealand may arrange and supply
the oxygen cylinders needed for the domestic route. In addition,
apparently in
the earlier part of the period there may have been some provincial airlines (the
"Link" airlines) which allowed passengers
to bring their own oxygen cylinders on
board. |
| [35] | We return to the narrative
of events. |
| [36] | When this case was first
filed it was focussed squarely on a particular trip that the plaintiff took to
Melbourne in December 1999.
As it happened, the trip had been paid for using
frequent flyer rewards that the plaintiff had accumulated on another airline,
but
because of Air New Zealand’s membership of the Star Alliance network
of airlines, the carrier was Air New Zealand. Before
travelling, the plaintiff
notified the airline of her need for extra oxygen in flight. Compressed oxygen
was arranged by the airline.
The equipment included a ‘baby
regulator’, which is a special kind of regulator used for infants. It was
suitable for
the plaintiff because her need is for only a small extra flow of
oxygen per minute, i.e., approximately one litre per minute. The
standard Air
New Zealand bottles and regulators could not supply at that rate; they were
designed to supply rates of 2, 4 or 6 litres
per minute, or alternatively 2 or 7
litres per minute. Thus the plaintiff’s requirements necessitated the use
of non-standard
equipment. |
| [37] | The plaintiff was charged
by Air New Zealand for the oxygen and use of the associated equipment. The
amount was calculated on the
basis of a standard charge of $US75 per sector for
the supply of extra oxygen in flight – i.e., the charge would have been
the same even if the oxygen had been supplied from a concentrator. The flights
to and from Melbourne constituted two sectors, with
a total cost of $US150 that
converted to $NZ 298.00. |
| [38] | The plaintiff complained to
the Human Rights Commission about the charge before she left for Australia in
December 1999. |
| [39] | When she returned to New
Zealand the plaintiff also complained that the Air New Zealand cabin staff both
going to and returning from
Melbourne were not very familiar with the oxygen
system that was brought on board for her. In particular she said they were
unfamiliar
with the use of the baby regulator, and there seems to have been
difficulty in attaching the tubing to the cylinder and gauge. The
plaintiff
said that the whole trip became unnecessarily stressful because of the
uncertainties surrounding the use of the
equipment. |
| [40] | The plaintiff’s
account of the events of the flight from Wellington to Melbourne was challenged
by the defendant. The person
who had been the purser on that flight was called
to give evidence. She remembered what had happened. She said that in all the
time that she worked as an in-flight attendant or purser this was the only
occasion when she had had difficulty dealing with the
oxygen cylinders in
flight. She accepted that she had difficulties getting the tubing to fit the
regulator properly. It was her
evidence, however, that the difficulties were
overcome with the assistance of the plaintiff’s partner, and at the time
the
plaintiff did not seem to react adversely to the situation. The purser
recalled that the plaintiff was interested in getting properly
‘hooked
up’, but that she appeared to be patient and understanding. Indeed
although the purser later filed a flight
report in conformity with normal
practice, her report mentions errors in the meals that were supplied for the
plaintiff but said
nothing about the difficulties in connecting the oxygen
system for her. It was the purser’s evidence that the whole incident
did
not warrant mention. In support of that, it is to be noted that the plaintiff
has not at any stage suggested that she did not
receive the oxygen she needed
while on either of the 1999 flights with Air New Zealand to and from
Melbourne. |
| [41] | It is not necessary for us
to decide whether the plaintiff’s evidence is to be preferred to that of
the purser or vice versa.
Both are clearly describing the same events, if from
different perspectives. We accept that the plaintiff would have been anxious
to
know that she was going to be properly ‘hooked up’ to an appropriate
oxygen supply for a flight of four hours or so.
But we think it goes too far to
suggest that the purser’s difficulty in setting up the particular system
used on that flight
demonstrates any systemic difficulty with training. After
all, it was the plaintiff’s own evidence that her need for a particularly
low level of oxygen meant that special equipment had to be brought onto the
aircraft. It was not what the purser was used to using.
If anything the events
of these flights seem to us to highlight the difficulties of expecting an
airline to be responsible for meeting
particular medical needs of individual
passengers. |
| [42] | In part because of the
complaint by the plaintiff, and in part because of other concerns about the
delivery of extra oxygen in flight,
in early 2000 Air New Zealand initiated a
project to address a number of the needs relating to the carriage of medical
passengers.
The project was wide ranging, but included the question of
provision of extra oxygen in-flight. Ultimately it gave rise to a complete
overhaul of the way in which Air New Zealand delivers oxygen support, at least
on domestic routes. The plaintiff was invited to
join the working party for the
project and she did so. |
| [43] | We were shown and have
considered minutes taken at various meetings of the working party, and other
correspondence related to its
work. Mr May also gave us an overview of the
matters that had been raised for consideration and why various solutions were
preferred
to other outcomes. For present purposes, the most important result of
the review was the introduction by Air New Zealand in October
2002 of a new
system for delivery of in-flight oxygen support for domestic flights.
|
| [44] | In broad terms, Air New
Zealand stopped supplying either the equipment or the gas. Instead, the
arrangement with BOC was established.
Air New Zealand said that in large part
the change was motivated by a desire to provide the oxygen-dependent passengers
with the
peace of mind that would come from knowing that they had the oxygen
they needed before arriving at the airport for their particular
flight. If, for
example, the plaintiff’s flights in December 1999 had been domestic
flights then all of the stress that she
suffered at the time would have been
avoided. She would have arrived for her flights with her system in her
possession, confident
that the bottle was as full as required, that the
equipment would deliver what she needed, and that she or her companion could
operate
it. |
| [45] | There was something of an
undercurrent in the evidence and argument for the plaintiff to the effect that
the changes were really no
more than a cost cutting measure by Air New Zealand,
because the BOC approach places the cost and inconvenience of obtaining the
oxygen and the equipment on the passenger. But we think that such an assessment
would be unfair. It may be that Air New Zealand
has reduced its costs to an
extent, but we cannot find any reason to reject the evidence given by Mr May on
behalf of the airline
in this regard. He said that one of the reasons for the
changes was to empower passengers with particular needs for additional in
flight
oxygen to be able to make their own arrangements, so as to improve what had in
the past been an admittedly imperfect
situation. |
| [46] | One consequence of the
October 2002 changes for domestic flights was that cabin crew were instructed
that, although they could help
passengers to stow the oxygen equipment on board,
they were not to assist in managing the extra supply of oxygen in flight or
adjusting
the flow of oxygen. Since October 2002 it has explicitly been the
passenger’s responsibility to administer the amount of oxygen
needed for
themselves or, if they are not capable of doing that, to arrange for someone to
accompany them to do so. |
| [47] | The plaintiff voiced
concern about the meetings of the working party that she attended, and the
outcome that was proposed and then
later adopted for domestic travel. In
response to some of that evidence, Air New Zealand called another person who was
involved
for part of the working party process, and who had attended meetings at
which the plaintiff was present. That person had also been
oxygen dependent in
1999, and she too described a stressful experience when she had flown from
Australia to New Zealand in early
2001 and there had been difficulties in
arranging and then administering the extra oxygen that she needed in flight.
Although she
subsequently complained, she said that she was more than satisfied
with the efforts that Air New Zealand had taken to try and address
her concerns.
She recognised that there was a cost to providing oxygen support in flight. She
saw no reason why Air New Zealand
ought not to be able to either ask the
passenger to arrange oxygen in an approved way, or to recover a contribution
towards the cost
of supplying oxygen. |
| [48] | In the end, all of the
evidence about what the working party did and the different attitudes expressed
by the plaintiff, the other
oxygen-dependent traveller and others only
emphasises the complexity of the issues that had to be dealt with, and the
potential for
controversy surrounding them. What is also clear is that the
subject of handling passengers with particular requirements such as
the
plaintiff’s is an industry wide issue that is not limited to Air New
Zealand. |
| [49] | Notwithstanding her concern
about a change to the new BOC system, in October 2002 the plaintiff agreed to do
a trial run of the system
on a trip that she had to take from Wellington to
Invercargill via Christchurch that same month. As a result she hired a bottle
of oxygen, cylinder, regulator and carrying case from BOC in Lower Hutt. She
picked the equipment up the night before the flight.
She took it with her when
she went to the airport, and she also took it on and off the plane. Eventually
she returned the equipment
to BOC after her return to
Wellington. |
| [50] | It was the
plaintiff’s evidence that the experience was traumatic. She said that Air
New Zealand staff had apparently been
told not to assist her, although "...
several informed me they felt bad about this, and wanted to help". She said
she could not lift the oxygen system that weighed over 6.3 kilos in total. She
also had to carry her Bi-Pap machine and
another small bag of other medication
that she might need. The whole situation then deteriorated when she was
accidentally put onto
the wrong aircraft in Christchurch. When the mistake was
discovered she had to be transferred hurriedly to the correct aircraft
through
the rain. She also spoke of inadequate facilities on board the aircraft for
storage of the oxygen bottles. |
| [51] | We do not doubt that the
travel was stressful to her. But even so, there is a curious lack of
particularity in this part of the plaintiff’s
evidence. This was, after
all, a trial run. It was carried out after the adoption by Air New Zealand of a
policy which the plaintiff
did not approve of. Even if it is unrealistic to
expect the plaintiff to have taken notes in flight, we nonetheless think that
some
reasonably contemporaneous record of the events that gave rise to her
complaints about the trip could have been expected. The plaintiff
did a draft
report for BOC, and that certainly records issues about the new system and sets
out some concerns about her experiences.
But the draft report paints a far less
critical picture of the way in which she was treated by Air New Zealand staff
than was suggest
in her evidence to the Tribunal.
|
| [52] | In our view the evidence in
this respect establishes no more than that Air New Zealand staff on the flights
were unwilling to help
administer the oxygen that the plaintiff needed in
flight. That was exactly what the change was all about, i.e. introducing a
system
in which the passenger would take responsibility for the administration
of the oxygen needed. The written materials prepared by
Air New Zealand for
therapeutic use of oxygen on domestic flights (a copy of which was sent to the
plaintiff before she travelled
to Invercargill in October 2002) made the
position clear: |
"Our cabin crew are there to ensure your comfort and safety however the
control of your oxygen medication is your own responsibility.
If you need
assistance to operate the oxygen equipment, you must fly with a companion
capable of assisting you.
...
"Our staff will help you to stow the equipment on board the aircraft however
as oxygen is medication, staff are not permitted to assist
in dispensing of the
oxygen or adjusting the flow."
| [53] | We understand that the
plaintiff has flown within New Zealand on perhaps four or five occasions since
the trip to Invercargill. She
told us that she has also flown internationally
twice since 1999, but on both occasions she flew with a different airline. With
respect to the domestic travel that she has taken on Air New Zealand, again
there were a number of somewhat imprecise references
to the way in which she had
been treated by Air New Zealand staff, and to shortcomings which she found in
the system for delivering
extra oxygen in-flight. But given that the plaintiff
first complained to the Human Rights Commission in 1999, and that by October
2002 these proceedings in the Tribunal were already under way, the fact that she
has not been able to give any specific evidence,
supported by more or less
contemporaneous notes or other documents, seems surprising.
|
| [54] | In our assessment the
plaintiff’s criticisms about the way she has been treated by Air New
Zealand staff are not specific enough
to establish a foundation for an
allegation of unlawful discrimination. |
The
changing focus of the case
| [55] | As we have said, this claim
was first filed in August 2002. At that time it was focused squarely on the
events surrounding the December
1999 trip to Melbourne. The claim was filed
before Air New Zealand changed to the BOC system for in-flight oxygen on
domestic flights.
It was also before the trip that the plaintiff took in late
2002 to Invercargill when she tried the new system. It was before any
of the
other flights that were mentioned by the plaintiff in her evidence.
|
| [56] | At the time this case came
to a hearing, however, the events of December 1999 were only a component of the
evidence that was offered
against the defendant. Indeed even as the hearing
unfolded we had the impression of an issue that was continuing to evolve. In
opening Mr Hesketh sought to place some emphasis on the new rule proposed by the
FAA concerning the delivery of extra oxygen in-flight
from personalised
concentrators. But the rule was only in preliminary draft form. It was
circulated as a discussion document inviting
comment on 14 July 2004, only a
month before the hearing in the Tribunal. The FAA proposed rule and the
commentary that accompanies
it suggests that technology may now have moved to a
point where compact oxygen concentrators could become a viable option for the
supply of in-flight extra oxygen. The proposed rule is all about what
restrictions ought to apply when passengers who have that
kind of equipment wish
to bring it onto an aircraft. But there are obviously still many issues to be
resolved about the use of these
kinds of machines, which still present their own
potential hazards. |
| [57] | We mention the matter
because part of the argument for the plaintiff was directed towards the
possibility that that kind of technology
and approach could be adopted by Air
New Zealand, so that Air New Zealand is able to supply the needs of travellers
who need extra
oxygen in that way. But as we have said, when this case started
it was about something that happened in 1999. We think it would
be quite wrong
to judge the rights and wrongs of events in the year 1999 by taking into account
the possible availability of new
technology in the year 2004 (particularly when
the technology is far from established as a viable
alternative). |
| [58] | The relief sought by the
plaintiff was as follows: |
| [a] | First, the plaintiff sought
a declaration – |
"... that the defendant has breached sections 21(1)(h) and
44(1)(b) of the Act, in that as a supplier of goods and/or services to
the
public, namely air flights, it treated the plaintiff ... less favourably in
connection with the provision of an air flight than
would otherwise have been
the case:
[i] by charging her for the supply of oxygen which she required on the
flight because of her disability ... , and
[ii] by failing to provide appropriately trained staff able to assist her
with the equipment that was necessary on the flight,
because of her
disability.
[b] Secondly, the plaintiff sought an order
restraining the defendant from –
"repeating a breach of the Act, by engaging in any similar conduct
including:
[i] by imposing additional charges on passengers with disabilities and
illnesses who require Air New Zealand’s flights to
be provided in a
special manner; and
[ii] by failing to pay any additional costs that are charged to passengers
by third party suppliers of goods and/or services, where
those goods and/or
services are a component of the provision of flights in a special manner which
is required because of the passenger’s
disability or illness; unless the
company cannot reasonably be expected to provide flights in any particular
special manner without
requiring more onerous terms; and
[iii] by ensuring that appropriately trained staff are present on flights
with passengers with disabilities or illnesses, to assist
those passengers with
any necessary equipment."
[c] There are also the claims for pecuniary losses
amounting to $298, and compensation for humiliation, loss of dignity, injury to
feelings in the sum of $3,000.
| [59] | We are bound to say that
when this case was filed the terms of the declaration and restraining orders
that were sought were far too
wide. This case has to do with those passengers
who have need of oxygen support in flight. There is simply no basis to suggest
that the Tribunal can or should make sweeping declarations and/or restraining
orders purporting to deal with all manner of disabilities
and illnesses. It can
hardly be suggested that the differing conditions of concern to those who travel
by air involve the same medical,
logistical or policy considerations in every
case. |
| [60] | Indeed the width of the
remedies sought serves only to highlight the shortcomings of trying to have
complex issues of that kind litigated
out in the context of proceedings in the
Tribunal. By the very nature of its process the Tribunal has to come at the
issues through
the narrow focus of specific events and the particular parties
that come before it. If what is really wanted is an evaluation as
to whether an
industry practice amounts to unlawful discrimination, then what is really needed
is a public inquiry across the industry.
Of course a plaintiff can always bring
a ‘test case’ to the Tribunal. But, as this case demonstrates, such
an approach
does not allow for the potentially large number of variations that
may apply depending on the precise detail of what medical condition
is involved,
which carrier is being considered, and even whether the state of technology at
any given moment supports one conclusion
or another.
|
| [61] | None of the foregoing is
intended to suggest that the Tribunal does not have a role to play in
considering the facts of particular
cases that come before it, and by
determining what the legal consequences of those facts are, effectively setting
standards that
have application beyond the particular participants. But there
must be a limit to what can realistically be expected. The Tribunal
is an
adjudicative body, not a legislative one. We therefore make it clear that this
decision is limited to a consideration of the
issues raised in the case of
disabled people who can get a MEDA certificate and are fit to travel by air as
long as they are provided
with extra oxygen in flight (i.e., a flow of oxygen
that is greater than the oxygen that is provided by the airline for other
passengers
who do not have that kind of
disability). |
| [62] | We add that, despite the
pleadings, Mr Hesketh opened the case for the plaintiff by identifying three
much more limited and pragmatic
issues as the central questions that we are
asked to decide. Specifically, they were: |
| [a] | Whether, when flying
domestically, the plaintiff should be required by Air New Zealand to organise
the supply of extra oxygen equipment
from a third
party; |
| [b] | Whether, when
flying domestically or internationally, the plaintiff should be required by Air
New Zealand to pay for the use of extra
oxygen equipment on board an
aircraft; |
| [c] | The extent to
which Air New Zealand aircrew should be trained in the use of equipment needed
to supply extra oxygen. |
The training issue
| [63] | It is convenient to begin
with the third of these issues. |
| [64] | The short answer to the
question is that we were not provided with any satisfactory evidence to
demonstrate that there is or was any
shortcoming in the training programmes run
by Air New Zealand for its cabin crew. Apart from the rather vague allegations
made by
the plaintiff about travel undertaken by her since the proceedings were
first filed, the only specific evidence (i.e., evidence related
to a particular
flight and in respect of which the airline could reasonably have been expected
to respond) concerned her 1999 flights
to and from Melbourne. Both the
plaintiff and the purser who gave evidence for Air New Zealand agreed that, at
least on the flight
from Wellington to Melbourne, there was a difficulty in
connecting the regulator to the oxygen cylinder. But, as we have already
noted,
it was the plaintiff’s own evidence that the regulator she needed was
non-standard because her particular requirement
for extra oxygen involved a
regulator that was different from the standard regulators that Air New Zealand
used. It is clear that
the difficulties that were experienced that day were
stressful for the plaintiff, but in our view the incident falls far short of
establishing any sort of systemic problem with Air New Zealand training for its
cabin crew. To the contrary, the evidence established
that the relevant crew on
the very few flights we heard about were trained in the use of the oxygen
bottles that were ordinarily
kept on board for emergency purposes, and that the
extent of the training that crew have in emergency procedures varies depending
on what kind of aircraft and routes they are flying.
|
| [65] | There is no sufficient
foundation in the evidence that we heard that would begin to justify any
generalised conclusions about (much
less criticism of) the way in which Air New
Zealand trains its cabin crew. In our assessment the evidence on this issue
falls well
short of demonstrating anything like unlawful discrimination against
the plaintiff. In any event it is not at all clear to us just
what we might
have been expected to do when asked to deal with (for example) the extent to
which air crew should be trained in the
use of supplementary oxygen equipment.
|
Less favourable treatment: the competing
arguments
| [66] | We turn to deal with the
other questions raised by Mr Hesketh, namely: |
| [a] | Whether, when flying
domestically, the plaintiff should be required by Air New Zealand to organise
the supply of extra oxygen and
the necessary equipment from a third party; and
|
| [b] | Whether, when
flying domestically or internationally, the plaintiff can be required by Air New
Zealand to pay for the use of extra
oxygen and the related equipment on board an
aircraft? |
| [67] | Both questions raise the
same general issues under the Human Rights Act 1993. Furthermore, although the
plaintiff has had to pay
an additional charge for supply of extra oxygen on an
international flight and also has experience of the domestic BOC arrangements,
in the way in which the case was argued it effectively concerned all passengers
who require additional in flight oxygen. The case
tests Air New Zealand’s
practices in that regard. |
| [68] | Mr Hesketh and Mr Waalkens
each referred us to a number of different authorities, and we mention some of
them below. Counsel were
agreed, however, that there are no directly applicable
authorities to guide us. In Mr Hesketh’s submission, that is because
the
issues are novel, brought for the first time in order to test the practices
involved. For his part, Mr Waalkens submitted that
there are no authorities
because it is so obvious that the practices are not discriminatory for anyone
else to have thought it worth
making such an
argument. |
| [69] | It is appropriate to say
something about the extent of the practices in issue.
|
| [70] | Mr May gave evidence that,
in the year 2001, there were approximately 400 flights (or
‘sectors’) across all of Air New
Zealand’s domestic and
international services where requests for extra oxygen were made (the figure can
be compared with his
evidence that Air New Zealand has around 450 flights per
day). |
| [71] | Of the 400 sectors in 2001
where extra oxygen was requested, 235 were international (and about 60 of those
were long haul flights
lasting longer than five hours, so that an oxygen
concentrator rather than a cylinder would likely have been the preferred
solution).
Evidence in respect of 2003 showed that around 170 passengers asked
for extra oxygen on international journeys. We accept Mr May’s
suggestion
that, if most of those passengers booked return tickets, then that equates to
something around 250 to 300 sectors per
annum. Our impression is that, in very
round terms, there are probably somewhere between 250 and 300 international
sectors every
year where extra oxygen is
requested. |
| [72] | There were approximately
165 domestic sectors in 2001 where extra oxygen was requested. Assuming again
that most passengers buy return
tickets, it is possible to guess that the number
of domestic journeys (i.e., treating return travel as one ‘journey’)
affected in 2001 was probably around 80 or so. It needs be emphasised that the
165 figure relates to sectors rather than to passengers.
The evidence does not
therefore allow us to say how many people were involved, but we imagine that at
least some of the affected
passengers probably travelled more than once during
the year. |
| [73] | Mr May told us that in
2003, 65 passengers used the BOC system for domestic flights. Again assuming
that most had return tickets,
that also seems to fall very roughly in line with
the 165 domestic sectors for which extra oxygen was required in 2001. It
suggests
that the number of domestic sectors where extra oxygen is requested
runs at something like 60 to 80 per annum. |
| [74] | In any event, what is clear
is that for passengers who have need of extra in-flight oxygen, the cost of
travelling on any given sector
is greater than for those who do not need extra
oxygen. The passenger who needs extra oxygen must either pay the international
supplement
of $US75 to Air New Zealand, or go to the time and cost of arranging
supply through BOC. So for any given fare advertised by Air
New Zealand, the
real cost of the travel will be greater for the person who needs extra oxygen
than it is for those who do not.
|
| [75] | This is the essence of the
plaintiff’s claim that the practices contravene the anti-discrimination
provisions of the Human Rights
Act 1993. Mr Hesketh says that people like the
plaintiff are treated less favourably by Air New Zealand than others, because of
their disability. He relied on s44 of the Act, the relevant parts of which
provide: |
"It shall be unlawful for any person who supplies ... services to the public
...
| (b) | To
treat any person less favourably in connection with the provision of those ...
services than would otherwise be the case,
– |
by reason of any of the prohibited grounds of
discrimination."
| [76] | The following matters are
not in dispute, namely that: |
| [a] | The plaintiff is someone who
has a disability within the meaning of s.21(1)(h) of the
Act; |
| [b] | Air New Zealand
supplies a service to the public, being the transportation of persons by air
(several different abbreviations were
used during argument, but we will call the
service that of providing ‘air
travel’); |
| [c] | Air New Zealand accepted
that the air travel service it provides includes some incidental services (such
as check-in, baggage handling,
access to and from the aeroplane, provision of
rest rooms, selling of refreshments, and meals) and that these are not properly
divisible
or severable from the air travel service, but are included within the
fare that is charged by Air New Zealand for the air travel
services it offers to
the public; |
| [d] | If there is less favourable
treatment of the plaintiff by Air New Zealand then the cause of that is her
disability (the essence of
the case for Air New Zealand being that the plaintiff
is not treated any less favourably than anyone
else). |
| [77] | Mr Hesketh accepted for
present purposes that there is another element that needs to be established
(certainly if any remedies beyond
a declaration are to be awarded), namely that
there has been harm or disadvantage of some kind as a consequence of the
unlawful discrimination
alleged. But as a result of discussion at the hearing,
it was agreed that the question of remedy would be left to be dealt with
after
the Tribunal has determined the underlying issues as to liability. As a
consequence the question of what harm the plaintiff
has or may have suffered as
a result of any unlawful discrimination was not the subject of detailed
argument. Although those issues
are still at large, we think it is clear enough
that - if unlawful discrimination is established at all - then this element of
the
claim (namely the need to show disadvantage of some kind) is established at
least in as much as (i) passengers like the plaintiff
have to pay an oxygen
supplement for international flights or (ii) they have had to arrange their own
extra oxygen, and incur the
costs of doing that, for domestic flights since
2002. |
| [78] | The central issue,
therefore, is whether either of the practices for domestic flights or for
international flights constitute ‘less favourable’ treatment
of those who need extra oxygen in flight, in connection with the air travel
services that Air New Zealand offers
to the
public? |
| [79] | Mr Hesketh began his
argument by reminding us that the Human Rights Act is legislation of a kind
which must be given a fair, large
and liberal interpretation consistent with its
special character and the objectives for which it was enacted: See e.g.,
Coburn v Human Rights Commission [1994] 3 NZLR 323 (including the
reference in that decision to a decision of the Canadian Supreme Court in
Ontario Human Rights Commission v Simpson-Sears Limited 1985 CanLII 18 (SCC); [1985] 2 SCR
536), New Zealand Van Lines Limited v Proceedings Commissioner [1995] 1
NZLR 100 and Director of Human Rights Proceedings v New Zealand
Thoroughbred Racing Inc. [2002] NZCA 88; [2002] 3 NZLR 333. We add that Mr Waalkens did not
challenge these propositions, although he did emphasise the need to interpret
legislation in a way
that is ‘fair’.
|
| [80] | There were many references
in argument to the idea of ‘discrimination’. But as Mr Hesketh
observed, the Human Rights
Act does not define what ‘discrimination’
is. Indeed, in Quilter v Attorney-General [1997] NZCA 207; [1998] 1 NZLR 523 Gault J
observed (at p 527) that discrimination is not capable of precise definition.
Nonetheless Mr Hesketh helpfully drew our
attention to various relevant
observations from the Court of Appeal’s decision in
Quilter: |
"Discrimination generally is understood to involve differentiation by
reference to a particular characteristic (classification) which
characteristic
does not justify the difference." (Gault J at p 527);
"The essence of discrimination lies in difference of treatment in comparable
circumstances. For discrimination to occur one person
or group of persons must
be treated differently from another person or group of persons. Of course
difference of treatment will
not necessarily of itself amount to discrimination;
and not all discrimination will be unlawful. In considering whether there is
discrimination, it is necessary to define two things: first, the subject matter
of and, second, the basis for the alleged discrimination.
What does the
difference of treatment relate to and upon what factor or factors is the
difference based?"
"In deciding what is the subject matter of the alleged discrimination and
upon what factor or factors the difference of treatment
is based, it is
appropriate to adopt an approach which accords with the broad purpose of
anti-discrimination laws. That purpose
is to give substance to the principle of
equality under the law and the law’s unwillingness to allow discrimination
on any
of the prohibited grounds unless the reason for the discrimination serves
a higher goal than the goal which anti-discrimination laws
are designed to
achieve." (Tipping J at p. 573);
"The spirit of the Bill of Rights and the Human Rights Act suggests a broad
and purposive approach to these problems. Such an approach
leads to the
proposition that it is preferable to focus more on impact than on strict
analysis" (Tipping, J at p. 575).
| [81] | Mr Hesketh also submitted
that s.44(1)(b) effectively provides a working definition of
‘discrimination’ in the idea that
the supplier of a service to the
public cannot treat any person less favourably in connection with the provision
of that service
than would otherwise be the case by reason of any of the
prohibited grounds of discrimination. |
| [82] | Difference is an essential
element of unlawful discrimination. That involves a comparison. It is clear
enough that in this case
we must compare the way in which the plaintiff is
treated by Air New Zealand with the way in which other people, who do not have
her kind of disability, are treated by Air New Zealand in order to assess
whether or not the plaintiff is being treated less favourably.
But what is the
baseline? How does Air New Zealand treat passengers who do not have the
plaintiff’s kind of disability?
|
| [83] | In essence the
plaintiff’s case argues that, when Air New Zealand makes a particular fare
available to the public, then she
should be able to travel for that fare on
terms that are no less favourable than would apply if she were not disabled.
Anyone else
who buys the fare is supplied by Air New Zealand with the oxygen
they need during the flight. They do not have to pay a supplement
or arrange
their own supply of oxygen. Not so for the plaintiff. Air New Zealand either
charges her an additional amount for the
provision of the oxygen she needs, or
puts her to the additional cost and inconvenience of arranging her own supply.
The cost and
inconvenience results in the passenger who needs extra oxygen
because of a disability being treated less favourably than others who
do not
require extra oxygen. |
| [84] | Mr Hesketh put his case at
its highest when he submitted that, when all is said and done, there is an
element of a right of access
involved. Those who need extra oxygen to travel by
air have to have that oxygen, otherwise they are not able to use the air travel
services offered by Air New Zealand. Mr Hesketh argued that the relevant
services can be identified in either of two ways, namely
(i) that Air New
Zealand provides an air travel service, an integral and non-severable part of
which is the provision of the oxygen
that allows all passengers to breathe in
the aircraft cabin at altitude, or (ii) that, in addition to providing an air
travel service,
Air New Zealand separately provides a number of associated
services including such things as making reservations, handling baggage,
and (so
he submits) providing extra oxygen in-flight for those who need it. But,
whichever of these approaches is taken, in Mr Hesketh’s
submission Air New
Zealand is providing a service to the public which includes oxygen for everyone
who travels at altitude, and extra
oxygen for those who have the need of it.
|
| [85] | Mr Hesketh drew our
attention to the fact that for international travel any extra oxygen is supplied
by the airline; passengers are
not allowed to bring their own equipment or
supply their own extra oxygen. The same applies even now for domestic
passengers who
have come off an international flight and who have not the time
or ability to make their own arrangements with BOC for supply of
extra oxygen
for the domestic sectors. In this context Mr Hesketh also drew attention to the
way in which Mr May described circumstances
in which extra oxygen is supplied in
his evidence as ‘a service’: see the passage we set out at
paragraph [28] above.
|
| [86] | Mr Hesketh rejected the
idea that the provision of extra oxygen in flight might be seen as something
closer to the supply of a medicine.
Everyone needs oxygen to travel in an
aircraft at altitude; it is just that the plaintiff has need of a bit more than
most. In
these respects he submitted that provision of extra oxygen is
different from the administration of a medicine such as insulin for
a diabetic
passenger, or ventolin for an asthmatic passenger. In those kinds of cases he
accepted that Air New Zealand could not
be expected to provide the medicine,
much less see to its administration. But since Air New Zealand supplies
sufficient oxygen to
meet the needs of the vast majority of its passengers, and
because the supply of oxygen is an indispensable part of air travel, in
Mr
Hesketh’s submission Air New Zealand cannot escape the responsibility of
providing the extra oxygen needed by the plaintiff.
To do otherwise is to treat
the passenger who needs extra oxygen less favourably than
others. |
| [87] | Mr Hesketh contended that
the situation is somewhat analogous with the use of wheelchairs by those who
have need of them in order
to access aircraft. We were referred to a decision
of Judge Crawford Lindsay, Q.C., in the Central London County Court (Unreported,
CL 209468, 30 January 2004) in Ryanair v Ross. In that case the
plaintiff needed a wheelchair in order to get from the check-in point at
Stansted Airport to the aeroplane. He
claimed that both Ryanair and Stansted
Airport had discriminated against him in contravention of the Disability
Discrimination Act
1995 (UK) because, if he did not have his own wheelchair with
him, he had to pay a supplement for the use of another wheelchair.
The decision
refers to a number of regulatory provisions, Codes of Practice and Standards
Agreements that were material. The Judge
held that providing access to the
aircraft was part of the service being offered by Ryanair, so that there was
unlawful discrimination
when Ryanair sought to charge for the cost of providing
a wheelchair to go from check-in to the aeroplane. The Judge held, however,
that Stansted Airport was not liable. The matter later came before the England
and Wales Court of Appeal in December 2004: Ross v Ryanair Limited &
Stansted Airport Limited [2004] EWCA Civ 1751. The Court upheld the
decision in relation to Ryanair, but found that Stansted Airport was equally
liable. The Airport was directed
to pay one half of the compensation that had
been awarded at first instance to the plaintiff against Ryanair.
|
| [88] | We think Mr Hesketh is
right to accept, however, that the decision is not directly applicable to what
we have to decide. Quite apart
from differences in the relevant legislation,
regulations and Codes of Practice that apply, the reality is that the supply of
extra
oxygen in-flight raises safety issues that go well beyond anything that
might seriously be suggested in the case of wheelchair access
to an aeroplane.
|
| [89] | An analogy was discussed
during the course of argument. In the present case the plaintiff needs oxygen
at night when she sleeps.
But no one could seriously suggest that she is a
victim of unlawful discrimination if the management of the hotel where she stays
when away from home does not provide or pay for the extra oxygen she needs. How
is that to be distinguished from the plaintiff’s
need for extra oxygen in
flight? Mr Hesketh’s answered that there is nothing unnatural about the
situation of the hotel, and
no one would expect to be supplied with oxygen when
staying in such a hotel. That is because the service provided by hotels is
accommodation,
not oxygen. When one flies at altitude, however, oxygen is an
indispensable part of air travel. |
| [90] | As we have indicated, the
starting point for Mr Hesketh’s argument was to say that the
‘baseline’ treatment (against
which the way the plaintiff is treated
should be measured) is that when Air New Zealand makes a particular fare
available to the
public, then a disabled person should be able to travel for
that fare on terms which are no less favourable than apply if the person
was not
disabled. But what if the starting point of the discussion is changed? What if
(as Mr Waalkens submits) the correct starting
point is the proposition that no
one expects an airline to provide medication for the illnesses or disabilities
of passengers, much
less to administer that medication. So for example, no one
who is dependent on insulin for a diabetes condition ordinarily expects
an
airline to provide insulin while they are in flight. On this approach, the
provision of extra oxygen and its administration in-flight
is no more and no
less than the provision of medication. |
| [91] | Mr Waalkens submitted that
there is no basis to conclude that the plaintiff is treated any less favourably
than anyone else when Air
New Zealand either requires additional payment for the
extra oxygen the plaintiff needs, or when she has to incur a cost and any
inconvenience of providing the extra oxygen for herself. He argues that the
plaintiff is treated just like everyone else, and the
additional cost or
requirements for passengers who need extra oxygen in flight exist only because
the plaintiff has special needs
that others do not. Thus in his submission
there is no contravention of s.44(1), either in respect of the domestic
arrangements
involving BOC or in respect of international flights where the
extra oxygen is supplied at an additional cost. He also
submitted: |
| [a] | The provision of extra
oxygen is not ‘integral’ to the air travel service that is
ordinarily provided; it is simply a
facility which Air New Zealand chooses (but
cannot be compelled) to make available to passengers who have disabilities such
as the
plaintiff’s; |
| [b] | In fact, some
airlines do not offer extra oxygen in-flight at all. In this respect Mr
Waalkens relied on the evidence of Mr Murray,
who has a background in the
aeronautical industry and now specialises in providing analytical services to
industry and government.
Mr Murray had surveyed the practices of a number of
airlines regarding the supply of extra oxygen in flight for those needing it.
The result of his survey was presented as a table, and we will attach it to this
decision as Appendix A. Mr Murray also produced
a survey carried out by the
Cystic Fibrosis Trust in the United Kingdom in August 2003. We will attach a
copy of that survey as
Appendix B; |
| [c] | Cases dealing with issues
such as wheelchair access for disabled people are not comparable with the
present situation; wheelchairs
meet a need for access to an aircraft, but extra
oxygen is a medical service that is not part of the air travel service
itself; |
| [d] | Consumer transport
legislation in Canada, Great Britain and the United States all recognise that
the supply of extra oxygen is a separate
and distinct service which is seen as
an auxiliary service to meet a medical need and for which airlines can
charge. |
| [92] | Mr Waalkens suggested the
case of a person (A) in a nursing home who needs a certain level of care. The
service in question is the
provision of nursing care. There is another person
(B) who, having a different complaint, requires more (or more expensive) nursing
care. B is charged more for the service she receives than A is charged for the
service he receives. But no one would suggest that
A is therefore being treated
less favourably than B because of his particular disability. The charge to the
two patients is different
only because of the extra care required by B. Mr
Waalkens submitted that this could not possibly be considered unlawful or
discriminatory.
It does no more than reflect the increased costs of providing
the additional service to B. |
| [93] | Drawing all of these things
together, Mr Waalkens concluded that the plaintiff does pay the same basic fare
as any other passenger
for the air travel services that Air New Zealand offers.
There is no less favourable treatment for her. To the contrary, because
Air New
Zealand only levies a part-charge for extra oxygen on international flights
(when in Mr Waalkens submission it would be entitled
to recover the whole cost
of providing the service), Air New Zealand treats the plaintiff and other
customers requiring extra oxygen
in a favourable and sympathetic
manner. |
Less favourable treatment:
discussion and decision
| [94] | We think there is
considerable force in a number of the submissions made by Mr Waalkens. As the
plaintiff’s experience in travelling
to the United States in 1997
establishes, the supply of extra oxygen in flight raises significant health
issues. It will be recalled
that the plaintiff’s need for extra oxygen is
at a rate of one litre per minute. We do not know what flow she received from
the oxygen she was supplied with, but it was too much. She became very ill;
indeed she told us that at one point her life was thought
to be in jeopardy.
Clearly the administration of extra oxygen in flight is not something to which a
‘one size fits all’
kind of solution can be
applied. |
| [95] | Quite apart from the rate
of delivery of oxygen required by different passengers, there are also
difficulties in finding that Air
New Zealand should be responsible for ensuring
that individual passengers get exactly the oxygen they need in flight. What if,
for
example, someone travelling with extra oxygen takes the cannula out of their
nose and then falls asleep. The situation is noticed
sometime later. The
passenger gets into difficulties. It can hardly be suggested that airline staff
should have to take responsibility
for assessing whether the cause of the
passenger’s difficulties is too much oxygen or too little. Even if there
were good
reasons to believe more oxygen is required (perhaps because it is
noticed that the cannula has been out of the passenger’s
nose for some
time), again airline staff can hardly be expected to know how much more oxygen
needs be delivered, or for how long. |
| [96] | Overlaying these concerns
there is, of course, the concern for all of the other passengers on the
aeroplane. Even if the oxygen is
being provided from a concentrator rather than
a cylinder of compressed gas, any accumulation of concentrated oxygen in the
cabin
gives rise to an inherently dangerous
situation. |
| [97] | We also agree with Mr
Waalkens that no airline could be expected supply, much less to administer, a
person’s medication such
as insulin or ventolin as part of its standard
operating service. |
| [98] | But the inescapable
difficulty with the argument for Air New Zealand in all of these respects is
that - notwithstanding all of the
safety and other concerns - the simple fact is
that the airline does provide the service of extra oxygen on its
international and long-haul flights. It manages to do so notwithstanding the
medical
issues and a very high degree of regulation. And, as the schedules
provided by Mr Murray establish (see Appendices A and B), so
too do many other
airlines. As serious and complex as the safety issues may be, they are
obviously not so overwhelming as to stop
airlines from making extra oxygen
available to those who need it. Nor are they so overwhelming as to prevent
domestic passengers
from being able to bring BOC leased equipment onto an
aeroplane within the parameters that have been set by Air New Zealand.
|
| [99] | We are also concerned by
the submission that was advanced on behalf of Air New Zealand, to the effect
that its decision to make extra
oxygen available is a purely voluntary one. Mr
Waalkens said that it would be ‘unfair’ to elevate Air New
Zealand’s
willingness to provide extra oxygen for some international
travel to a ‘service’ but that, even if it be found to be
a service,
it is not one that Air New Zealand could be compelled to provide. Indeed he
went so far as to say that, if the outcome
of this litigation were adverse to
Air New Zealand, then there is a risk of the facility being withdrawn
altogether. |
| [100] | We will deal with the
issues raised in the context of the defence provided by s.52 in the next section
of this decision, but in our
view the answer to the conundrum presented by the
opposing arguments on this aspect of the case lies in an understanding the
inter-relationship
between ss. 44 and 52. |
| [101] | The Act recognises the
reality that there are circumstances where, in order to supply a service to the
public in a way that does not
treat persons with disabilities less favourably
than others, the service provider will have to provide the service in a special
way.
This is consistent with what Tipping, J described in the Quilter
case (supra) as a purpose of anti-discrimination legislation, namely to give
substance to the principle of equality. We also respectfully
agree with His
Honour’s observation that in cases of this kind it is important to focus
on impact, rather than strict analysis.
|
| [102] | We have come to the
conclusion that Mr Hesketh is right to say that an integral part of the air
travel service that Air New Zealand
supplies to the public is the oxygen that
its passengers need when at altitude to maintain life and health. If that were
not so,
people would not be able to travel by aeroplane, certainly not at high
altitude. If (as Air New Zealand concedes) services such
as check in, baggage
handling, the provision of restrooms and access to the aeroplane are all
integral parts of the service of air
travel, then it is difficult to see how or
why the provision of the oxygen that is essential for flying can be seen as a
separate
‘facility’ and not an essential part of the service.
|
| [103] | For the majority of
passengers this does not pose any problem. Aeroplanes are equipped to supply
the oxygen ordinarily needed for
flying at altitude, and do so. But for some
passengers that is not enough. The oxygen they need has to be supplied in a
special
way. In our view this is exactly the sort of situation that ss.44 and
52 of the Act are intended to cover. We have more to say
about the application
of s.52, but in this part of the argument we have been persuaded by Mr Hesketh
that passengers who must either
pay a supplement, or go to the trouble of
supplying some part of their own oxygen requirements, are treated less
favourably by Air
New Zealand than those who do
not. |
| [104] | The argument that the
provision of extra oxygen is nothing more than the supply of a medicine
overlooks the fact that everyone who
flies at high altitude needs some oxygen
over and above the oxygen that is found at altitude. The same is not true of
the kinds
of medicine that were discussed in argument, like insulin or inhalers
for asthma. Putting aside the possibility of dealing with
an emergency, in its
standard operating procedures Air New Zealand does not supply insulin or
inhalers to anyone. It supplies oxygen
to everyone. It is true that there are
medical issues raised by the supply of extra oxygen for particular passengers,
but it does
not in our view follow that oxygen is not something that is supplied
by an airline. |
| [105] | We are not convinced that
the analogy of two different patients in a nursing home is as helpful to Air New
Zealand’s case as
was suggested. In that case both patients are receiving
the level of care that they need, and we certainly agree with Mr Waalkens
that
neither is being treated more or less favourably than the other just because the
cost of meeting the individual needs of each
is different. But applying the
same principle to the situation of passengers in an aeroplane, it rather seems
to us to support an
argument that people are treated equally by the airline when
they are provided with the oxygen they need at altitude – even
if the cost
and complications of achieving that is greater in some cases than
others. |
| [106] | To approach the matter in
the way for which Air New Zealand contends would be to accept the legal
consequence that a flat refusal
to carry passengers such as the plaintiff would
be legitimate. Again we agree with Mr Hesketh on this point. Even
acknowledging
that a discussion about access by wheelchair raises different
questions, ultimately this is a debate about the extent to which those
who have
the plaintiff’s kind of disability can access air travel. We are not
willing to accept that the effect of the Human
Rights Act is that, because of
her condition, Air New Zealand is free to refuse to carry the plaintiff.
|
| [107] | Nor do we think that it
can ever be a sufficient answer to a claim under s44 of the Act to say that
there is no less favourable treatment
because, although there are differences in
the treatment of a disabled person, the only reason for the differences is the
disability.
To accept such an argument would be to undermine the legislation in
a potentially significant way. The obvious purpose of these
provisions in the
Act is to see that, despite differences of treatment that are necessitated by
the disability, the service provided
to all should be the same irrespective of
disability - unless and only to the extent that a service provider cannot
reasonably be
expected to provide the service in the special way demanded by the
disability without imposing more onerous terms.
|
| [108] | For these reasons, we are
persuaded that in providing air travel services to the public, Air New Zealand
treats those who need extra
oxygen in flight - i.e., in addition to that which
is needed by passengers who do not have the plaintiff’s kind of disability
- ‘less favourably’ (within the meaning of those words in s
44(1)(b) of the Act) than others who do not have the plaintiff’s kind of
disability. |
| [109] | We hasten to say that
there is no evidence that Air New Zealand has ever refused to carry passengers
because they need extra oxygen
at altitude. To the contrary, as we discuss in
the next section of our decision in more detail, we think Air New Zealand has
taken
a number of responsible and inclusive steps to meet the needs of
passengers who have the kind of disability from which the plaintiff
suffers. |
Can Air New Zealand reasonably be
expected to supply its services without requiring more onerous
terms?
| [110] | Our conclusion that Air
New Zealand treats passengers with disabilities of the kind suffered by the
plaintiff less favourably than
its other passengers when it imposes extra
conditions on them is not the end of the matter. Mr Waalkens argued that if
(contrary
to his first argument) we should find that a breach of s.44(1) is
indicated nevertheless the steps taken by Air New Zealand to meet
the needs of
those who must have extra oxygen in flight bring Air New Zealand within the
provisions of s.52(b) of the Act: |
"It shall not be a breach of section 44 of this Act for a person who supplies
facilities or services –. .
(b) To provide those facilities or services to any person on terms that are
more onerous than those on which they are made available
to other persons, if
–
(i) That person’s disability requires those facilities or services to
be provided in a special manner; and
(ii) The person who supplies the facilities or services cannot reasonably be
expected to provide them without requiring more onerous
terms."
| [111] | As with s.44, we
understand that there are no authorities in New Zealand which deal directly with
the interpretation of s.52 in this
kind of situation. Instead Mr Hesketh sought
assistance from comparable provisions including the Disability Discrimination
Act 1995
(UK) (referred to in the Ryanair decision, supra), the
Australian Disability Discrimination Act 1992 and the Canadian Human Rights
Code. He also placed particular emphasis on the way in which the Supreme Court
of Canada dealt with
s.8 of the Human Rights Act SBC 1984 (as amended in 1996)
which provided: |
"A person must not, without a bona fide and reasonable justification . . .
[b] Discriminate against a person or class of persons with respect to any
accommodation, service or facility customarily available
to the public,
because of the race, colour, ancestry, place of origin, religion, marital
status, physical or mental disability . . .".
| [112] | The section is different
from the New Zealand provisions. It combines both the liability and
exception/defence provisions that are
dealt with separately in ss.44 and 52 of
the Human Rights Act 1993 (NZ). Nonetheless, Mr Hesketh submitted that the
approach of
the Supreme Court of Canada in British Columbia
(Superintendent of Motor Vehicles) v British Columbia (Council of Human
Rights) [1999] 3 SCR 868 (also called the Grismer case) should inform
our analysis of the comparable provisions in New Zealand. In particular he
referred us to various passages from
the decision which make it clear that " ...
those who provide services subject to the Human Rights Code must adopt
standards that accommodate people with disabilities where this
can be done
without sacrificing their legitimate objectives and without incurring undue
hardship." (p 894, para 44; emphasis added). He also drew our
attention to the following passages: |
"...in a case where accommodation is flatly refused there must be some
evidence to link the outright refusal of even the possibility
of accommodation
with an undue safety risk. If the government agency can show that accommodation
is impossible without risking safety
or that imposes some other form of undue
hardship, then it can maintain the absolute prohibition" (p 893 para
43)
"All too often, persons with disabilities are assumed to be unable to
accomplish certain tasks based on the experience of able-bodied
individuals.
The thrust of human rights legislation is to eliminate such assumptions and
break down the barriers that stand in the
way of equality for all" (p 873,
para 2);
"The Superintendent alluded to the cost associated with assessing people with
[a condition giving rise to reduction of peripheral vision], although he
offered no precise figures. While in some circumstances excessive cost may
justify a refusal to accommodate a person
with disabilities, one must be wary of
putting too low a value on accommodating the disabled. . . .I do not assert
that cost is
always irrelevant to accommodation. I do assert, however, that
impressionistic evidence of increased expense will not generally
suffice."
(pp 891 to 892, para 41)
| [113] | Mr Hesketh submitted that
we should approach the present case on the basis that the plaintiff should be
provided with what she needs
to access Air New Zealand’s services free of
charge, unless Air New Zealand can establish that it is not reasonable for it
to
have to provide the facility without cost. The Grismer case was argued
to stand as authority for the proposition that the threshold of what is
‘reasonable’ in any case is a
high one, designed to ensure
reasonably equal access by disabled people to services.
|
| [114] | Because of the association
of the subject matter of s.52 in the New Zealand Human Rights Act and the other
provisions that we have
referred to, both counsel tended to refer to s.52 as the
‘reasonable accommodation’ defence. We have no particular objection
to labelling s.52(b) in that way, and referring to authorities in other
jurisdictions, but only as long they are kept in proper context.
When all is
said and done, our task is to interpret and apply the words of s.52(b) as we
find them in the New Zealand legislation.
The word ‘accommodation’
does not appear at all and, more importantly, the phrase that is used in s.52 to
set the standard
required of a service provider such as Air New Zealand is
whether or not the provider can reasonably be expected to supply the service
in
such a way as to meet the special needs without requiring more onerous terms
than those on which the service is made available
to other persons.
|
| [115] | In the present case we are
concerned with the provision of oxygen to people who travel by air. The
plaintiff’s disability requires
that part of the service supplied by Air
New Zealand must be provided to her in a special manner (either from a gas
bottle or a concentrator).
The real question is whether it is unreasonable to
expect Air New Zealand to provide either of those facilities without requiring
more onerous terms. |
| [116] | At this point we think it
important to consider the BOC arrangements for travel within New Zealand, and
the oxygen that is provided
by Air New Zealand to international travellers,
separately. |
| [117] | We take the arrangements
for domestic passengers first. In this situation the ‘more onerous
terms’ involve putting the
passenger to the cost and undoubted
inconvenience of arranging for an oxygen cylinder (or cylinders) to be provided
to meet the exigencies
of the travel they are going to undertake.
|
| [118] | We are satisfied that Air
New Zealand cannot reasonably be expected to provide extra oxygen in the special
way that is necessary because
of the plaintiff’s disability without
requiring the sort of arrangements that have been adopted since 2002 in the case
of domestic
air travel. There are a number of reasons,
including: |
| [a] | As we have explained, the
exact requirement of each passenger who needs extra oxygen in flight is
something that is peculiar to each
passenger. This is not a question of cost,
but passenger safety. We do not think Air New Zealand can reasonably be
expected to
provide a service which responds to (and ultimately takes
responsibility for) the individual needs of each passenger who requires
extra
oxygen in flight; |
| [b] | When it comes
to supplying extra oxygen for those who need it, we do not see the situation as
being different in kind from situations
such as the passenger whose disability
demands that they be accompanied by someone to support them, or where there is a
need to stretch
out over several seats, or travel in business class in order to
be able to elevate a leg. It is difficult to accept that the airline
must
provide the facilities required in those cases without charging for them in an
appropriate way – as Mr Waalkens submitted,
Air New Zealand is a
commercial airline not a philanthropic
organisation; |
| [c] | Apart from these factors, we
accept the substantial body of evidence given by Air New Zealand concerning the
way in which the BOC
solution was arrived at. We appreciate that the outcome
was not to the plaintiff’s liking, but we are satisfied that there
has
been a process of thoughtful consultation and that the solution represents a
responsible (and reasonable) reaction to the many
different influences and
factors that had to be taken into account. As Mr May said in his evidence, the
system empowers the person
who has the need for extra oxygen in flight to see
that the equipment that they bring to the aircraft is set up in the
configuration
that they require, and that it will deliver the particular flow of
oxygen that meets their needs (although it was in the context
of an
international flight, it will be remembered that it was uncertainty surrounding
these issues that contributed significantly
to the plaintiff’s distress
when she flew to Melbourne in 1999); |
| [d] | Air New Zealand’s
responsibility for ensuring the safety of all passengers on any given flight is
such that it seems to us not
only reasonable, but absolutely inevitable, that
Air New Zealand must control and therefore be entitled to stipulate what kind of
equipment can be used, and how it is to be packaged and made available to bring
on to the aircraft. The solution of stipulating
that the equipment must be
supplied from a given supplier (which itself understands and can meet Air New
Zealand protocols in that
regard) makes good sense.
|
| [119] | That leaves the question
of the additional cost of $US75.00 per sector that is charged by Air New Zealand
for use of extra oxygen
on international/long haul routes. Can the airline
reasonably be expected to provide that extra oxygen without imposing the
additional
charge? |
| [120] | It is clear enough that
when it comes to international travel, the BOC kind of solution that has been
adopted for domestic routes
is impracticable. This is not just a question of
the high level of international regulation (which, given the safety issues
concerned,
is hardly surprising) but also the fact that, because journeys are
longer, a bigger supply is needed. Since the September 2001 attacks
on the
World Trade Centre in New York, there are also heightened concerns about any
passengers bringing items such a cylinder of
compressed gas onto an aeroplane.
It is virtually impossible to assess what is contained in a sealed oxygen
container. |
| [121] | It was not strenuously
argued for the plaintiff that she should be able to avoid the cost increment by
providing her own gas equipment,
or her own concentrator. We mention the
matter, however, because the proposed new FAA Rule that was issued for
discussion in July
2004 does suggest at least the possibility of
‘personalised’ concentrators that are small enough for an individual
passenger
to be able to bring their own concentrator into an aircraft cabin. It
is, therefore, important to note that we did not hear enough
evidence about that
potential solution to form any judgement as to whether it is a viable
alternative to the present regime. |
| [122] | When a passenger books an
international flight he or she will tell the agent that extra oxygen is
required. A MEDA form is then obtained,
which explains the medical condition
and the specific requirements of the passenger (for example, whether
intermittent or continuous
flow is needed, or the rate of flow required). Staff
at Air New Zealand assess the MEDA form against criteria set by the
airline’s
Chief Medical Officer so as to be satisfied that the passenger
is fit to travel. If so, the booking is confirmed and the agent is
made aware
of the extra charge or charges. Air New Zealand then alerts the cabin crew of
the flight concerned, the pilot (who of
course has the ultimate responsibility
for the aircraft and all passengers), the logistics personnel who will arrange
for the oxygen
to be delivered to the aircraft, the relevant staff at the
departure and arrival airports, and the staff at engineering stores who
will see
to the dispatch of the equipment needed. If the oxygen is to be supplied from
cylinders, then they are dispatched to the
departure airport a day or two before
the flight. |
| [123] | Because Air New Zealand
supplies any extra oxygen needed on international flights, the question in
respect of those routes is really
a financial and economic one. In this respect
we have to say that some of the evidence given by Air New Zealand was short on
specifics.
For example, Mr May’s evidence was that initially Air New
Zealand bought 5 concentrators at a cost of ‘about’
$NZ14,000 each.
But it emerged during examination of the witnesses that by the time of the
hearing Air New Zealand might have 7
or perhaps 8 concentrators. He also told
us that if Air New Zealand was unable to make the $US75 charge then that would
represent
a cost to Air New Zealand of ‘approximately’ $NZ50,000 per
annum (although we have to say that there are very considerable
uncertainties
about how that figure was arrived at). |
| [124] | Mr Hesketh was critical of
the fact that there was, as he put it, no clear evidence of what costs were
really being recovered from
the $US75 charge, or what it would mean to Air New
Zealand’s cost structure if Air New Zealand either did not or could not
impose such a charge. There were other criticisms besides. The criticisms are
relevant because, as s.92F(2) of the Act makes clear,
the onus of establishing
the s.52 defence lies squarely on Air New
Zealand. |
| [125] | Mr Hesketh went on to
submit that such evidence as was put forward by Air New Zealand on this topic
did not establish that it would
suffer (with reference to the Grismer
decision) ‘undue hardship’ to if it were unable to recover the
charge. If the test in New Zealand were that of ‘undue
hardship’
then we would have agreed that the evidence for Air New Zealand did not cross
that threshold. Even accepting all
of the evidence about the volatility of the
airline industry and the consequences that might flow if Air New Zealand were
unable
to recover the $US75 per sector charge, we are not willing to accept that
inability to secure extra pre tax revenue of $NZ50,000
per annum (if that is
what is really involved) would cause ‘undue hardship’. The sum
needs be considered in the context
of an airline with the following financial
results in the period 1998 to 2003: |
|
Year
|
Net Surplus/Deficit after tax and unusuals (NZ$)
|
|
1998
|
145,000,000 (surplus)
|
|
1999
|
214,000,000 (surplus)
|
|
2000
|
600,000,000 (deficit)
|
|
2001
|
83,000,000 (surplus)
|
|
2002
|
318,000,000 (deficit)
|
|
2003
|
165,700,000 (surplus)
|
| [126] | But, as we have noted, the
test under the Act in New Zealand is not that of ‘undue hardship’.
While the Grismer decision is an helpful reminder that we should be wary
of putting too low a value on accommodating the disabled, it does not state
the
law that we are obliged to apply. The question under s52 of the Act in New
Zealand is whether Air New Zealand ‘ ... cannot reasonably be
expected ...’ to provide extra oxygen for passengers who need it
without charging the $US75 supplement. |
| [127] | If one were to try to
account for all of the costs that Air New Zealand has to meet in order to
provide extra oxygen on international
flights, the exercise would have to take
into account (the following list of considerations may not be
exhaustive): |
| [a] | The capital cost of the
equipment: With respect to the concentrators, as we have noted in 1998 or
thereabouts Air New Zealand acquired
5 of them at a cost of ‘about’
$NZ14,000 (the last one acquired before the hearing in the Tribunal had been
acquired
in 2000 for $NZ14,200). They have a life span of between 3 to 7 years
(we do not know why there is such a wide range). Not all
are serviceable at any
given time, no doubt because they are taken out of service from time to time for
maintenance. At the time
of the hearing Air New Zealand may have had 7 or 8 of
them. Having regard to their life span, we assume that some (or perhaps all)
of
the concentrators that were initially acquired have been replaced. With respect
to cylinders for compressed gas, we do not know
how many there are, but we were
told that they have a cost of $US850 each; |
| [b] | The cost of
maintaining the equipment: As we have noted the concentrators are treated as
aircraft componentry and have to meet certain
maintenance protocols as a result.
The equipment is delivered to the airline’s engineering division. That
involves a logistical
exercise in co-ordinating the location and movement of
equipment around the airline’s network. There is a cost of staff time
associated with that. As for the servicing itself, there is obviously a cost
for the engineering time involved. Mr May gave us
figures of $NZ125 and $NZ450
as estimates respectively for the time cost involved in co-ordinating the
movement of the equipment
and servicing it (we take these to relate to the
concentrators in particular). |
| [c] | Logistics: When a passenger
asks for extra oxygen to be available on any given flight, it is necessary to
ensure that the required
equipment is at the departure airport (wherever that
may be) and is either installed into the aircraft (in the case of the
concentrators)
or filled and ready to be used (in the case of compressed gas
from bottles). Again these activities involve staff costs. Furthermore,
to the
extent that compressed gas needs to be carried to the airport of departure,
there can be a cost to Air New Zealand of $NZ200
associated with the shipping of
dangerous goods via a freight forwarding
agency; |
| [d] | Compliance costs: There are
costs associated with ensuring the equipment is compliant with the various
regulations and restrictions
that apply; |
| [e] | Training and other staff
costs: There are costs associated with training required for pilots, cabin crew
and other staff in connection
with the use of the equipment and the business of
ensuring that the appropriate equipment is available in working order at the
relevant
departure airport at the right time. |
| [128] | Mr May offered evidence
that it costs something like NZ$776 to provide extra oxygen on any given flight.
It is not altogether clear
whether that figure relates to supply from a
concentrator or a cylinder (we are inclined to think that it concerned supply
from a
cylinder) but, whichever it is, the figure does not include any allowance
for capital cost or depreciation. Mr May also told us
that the charge of US$75
per sector for international flights represents a recovery of only a maximum of
about 20% of the actual
costs. |
| [129] | We think that Mr Hesketh
was right to be critical of the lack of precision in the evidence from Air New
Zealand on this important
topic. We also respectfully agree with the
observation in the Grismer case that, in cases of this kind,
impressionistic evidence of increased costs will not generally suffice. But
even taking those
matters into account, we think it would be unrealistic not to
recognise that Air New Zealand does incur very real additional costs
when it
supplies extra oxygen for those who need it on international flights.
|
| [130] | It also seems to us highly
unlikely that the charge of US $75 per passenger is enough to fully recover the
costs Air New Zealand incurs
to provide the extra oxygen. We say ‘highly
unlikely’ because we do not know the actual figures. If a full accounting
were to be carried out, it would have to reflect – in addition to the
matters listed at paragraph [127] above - the number
of times concentrators as
opposed to cylinders are used, and the actual number of times in any given
period either kind of equipment
was required. Our best information in that
regard is as set out in paragraph [71] above, namely that in 2001 there
were 235 international sectors where requests for extra oxygen were made, and in
2003 there were
170 passengers (involving, say, around 300 sectors) who asked
for extra oxygen to be arranged. In very round terms at US$75 per
sector that
represents a recovery of about US$22,500. Thus it is only if the number of
passengers being charged for extra oxygen
on international flights is very much
greater than was indicated to us that Air New Zealand might have any prospect of
recovering
anything close to the real cost of providing the extra
oxygen). |
| [131] | We draw the following
conclusions from the evidence we heard and from the foregoing
analysis: |
| [a] | The supply of extra oxygen
for international flights does require Air New Zealand to incur significant
extra costs that it would not
suffer if the extra oxygen were not
supplied; |
| [b] | There is no sufficient basis
in the evidence we heard to find that the US$75 charge recovers anything
more than the real cost to Air New Zealand of providing extra oxygen to
those who need it on international flights (to the contrary, the
high
probability is that the charge recovers only a small fraction of the real cost
of providing the extra oxygen). |
| [132] | In his submissions Mr
Waalkens referred to a number of considerations which he invited us to take into
account in Air New Zealand’s
favour on this issue. Some we do not see as
relevant, because of the view that we have taken in respect of the applicability
of
s.44 of the Act. Others have in effect been addressed in the foregoing
discussion about costs. There is, however, one further matter
that ought to be
noted. |
| [133] | As Appendices A and B
show, most airlines offer extra oxygen for those who need it, but many (like Air
New Zealand) impose an extra
charge for doing so. The extra charges vary from
airline to airline. Mr Waalkens submitted that the survey establishes that Air
New Zealand’s practice is not out of line with industry practice
generally. |
| [134] | We were also referred to
various statements of practice and expectations in other countries. So, for
example, Mr Waalkens drew our
attention to a brochure issued by the Canadian
Transportation Authority "Taking Charge of the Air Travel Experience –
A Guide for Persons with Disabilities" (March 2004) in which it is
explicitly stated that the supply of supplementary oxygen is something that an
airline can charge extra
for (the Agency takes the view that the supply of extra
oxygen meets a medical need). He also made the point that Air New
Zealand’s
extra charge passes scrutiny under the guidelines advocated by
the Cystic Fibrosis Trust in its statement (Appendix B to this decision)
because
it is a modest amount that does no more than contribute to the costs incurred by
the airline to provide extra oxygen. |
| [135] | In his evidence, Mr May
referred to the US Air Carrier Access Act 1986, and a document entitled "New
Horizons Information for the Air Traveller with a Disability" which he
described as the ‘consumer version’ of that Act. The document makes
it clear that carriers under that legislation
are entitled to add
‘reasonable, non-discriminatory’ charges for medical oxygen used on
board an aircraft. |
| [136] | The overall thrust of the
evidence and submissions was that Air New Zealand’s practice should be
judged to be reasonable because
it is in step with industry practice. It was
also argued that, if we were to find against Air New Zealand, then Air New
Zealand
would be at a significant disadvantage in comparison with the other
airlines with which it competes in a world-wide
market. |
| [137] | We have some reservations
about accepting as a general proposition that, since Air New Zealand is in step
with industry practice,
it follows that its approach to the provision of its
services to the plaintiff must be within the defence provided by s.52 of the
Act. In and of itself, the fact that a given practice is an industry
‘norm’ cannot in our view ever be a complete answer
to a claim under
the Act. In every case the question must focus on the practice and its impact.
But having said that, we do accept
that industry practices are not altogether
irrelevant when it comes to considering what should or should not be expected of
a service
provider like Air New Zealand when s.52 is in issue. And we also
accept that the assessment in this case needs to recognise the
very high level
of regulation that exists (for good reason) in the international airline
industry. |
| [138] | Taking these various
matters into account, we come back to the question we have to decide, namely
whether Air New Zealand ‘
... cannot reasonably be expected
...’ to provide extra oxygen for passengers who need it on international
flights without charging the $US75 supplement. |
| [139] | In our assessment it
cannot. We see the situation in this case as being exactly the kind of
situation that ss.44 and 52 of the Act
are intended to cover.
|
| [140] | In order for the plaintiff
to be able to use its air travel services, Air New Zealand has to supply the
oxygen that she needs in a
special manner. But it cannot do so without
incurring extra costs. In another case, the special manner in which a service
has to
be provided may not involve extra cost, or the extra cost may not be so
great as to justify more onerous terms such as an additional
charge. But in
this case the extra cost is one that, in our assessment, Air New Zealand cannot
reasonably be expected to suffer
without looking to the passenger for some
contribution. And, despite the lack of precision in the evidence, we are
satisfied that
the extra US$75 that is charged is highly unlikely to be an
over-recovery by Air New Zealand – to the contrary, the charge
is almost
certainly a significant under-recovery of the extra
costs. |
| [141] | Air New Zealand certainly
does not appear to us to be making any extra profit from the plaintiff by
charging her an extra sum because
of her disability.
|
Conclusion
| [142] | For the foregoing reasons,
we have concluded: |
| [a] | When Air New Zealand either
requires passengers who need extra oxygen in flight to arrange for oxygen to be
supplied by BOC gases
(for domestic routes) or charges a cost of US$75 per
sector for oxygen supplied by Air New Zealand (on the international/long haul
routes) it does treat the plaintiff less favourably in the provision of air
travel than it treats other members of the public to
whom those services are
offered; but |
| [b] | In all the
circumstances, Air New Zealand cannot reasonably be expected to provide the
service of additional oxygen for passengers
who need it without requiring more
onerous terms, namely: |
| [i] | In the case of domestic
routes, the arrangements pursuant to which passengers have to obtain their own
in-flight supply of oxygen
from BOC gases in advance of travelling, and pay for
that, |
| [ii] | In the case of
international routes, in charging a contribution towards the overall cost of
providing the extra oxygen in the sum
of $US75 per
sector. |
| [143] | We have been persuaded
that the s.52 defence to the plaintiff’s claim under s.44 of the Act is
established. The plaintiff’s
claim must be dismissed.
|
| [144] | There is an important
postscript. It is this. Our assessment of what can and cannot reasonably be
expected has been made on the
evidence that was available to us. If technology
changes, and if a solution emerges that is of a kind which Air New Zealand can
reasonably be expected to adopt, and which does not justify the imposition of
more onerous terms on the passenger, then our conclusion
in future might well be
different. We should say, however, that the experience of the working party set
up by Air New Zealand to
deal with these problems is an indication that Air New
Zealand is aware of these issues. We hope and expect that Air New Zealand
will
continue to be responsive to changing technology and its obligations under the
Human Rights Act to treat all passengers
alike. |
Costs
| [145] | We were not addressed on
the question of costs, and we have no firm view as to how they should be
allocated in this case. We also
recognise that there may be evidence which
bears on the assessment but which has not yet been presented to us. Nonetheless
we observe
that, although the plaintiff has not succeeded in obtaining the
relief she contended for, she was successful in her argument regarding
s.44 of
the Act. As we have also noted, there is clearly an element of this having been
a ‘test case’. In the circumstances,
it would not surprise us if
the parties were to agree that costs in the matter should be left to lie where
they have fallen, and
that no order for costs will be sought from the Tribunal
by either side. |
| [146] | In case that approach is
not acceptable to both parties, we direct that any application for costs will be
dealt with according to
the following
time-table: |
| [a] | Any application for costs to
be filed by way of memorandum accompanied by any supporting materials within 28
days from the date of
this decision; |
| [b] | Any submissions
or other materials in response to be filed and served within a further 21
days; |
| [c] | Unless either party
indicates to the contrary, the Tribunal will deal with the question of costs on
the basis of those papers and
without any further
hearing. |
__________________ __________________ _____________________
Mr R D C Hindle Ms P A K McDonald Mr G J Cook
Chairperson Member Member
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