Policy and Procedure #222.0, Conflict of Interest

WORKING DOCUMENT

The Conflict of Interest policy and procedure addresses how a conflict of interest for trustees and staff members of the York Region District School Board is handled.

On this page:

 

What has Changed?

Major changes to the document: Minor revisions to formatting, hyperlinks, and definitions.

Reason for review: Due for first review.

Who is affected by these changes and what is the impact on current practice? All stakeholder groups with responsibilities below.

Implementation timelines: Immediate upon Board approval.

Lead Superintendent(s)/Subject Matter Expert(s): Coordinating Superintendent of Education, Human Resource Services, People and Culture.

 

Stakeholder Groups with Responsibilities under this Policy and Procedure

  • The Board of Trustees
  • Director of Education 
  • Superintendents
  • Principals, Managers and Supervisors
  • Trustee Services
  • All Staff Members

 

Relationship to Board Priorities

The Conflict of Interest policy and procedure ensures the stewardship of Board resources by demonstrating professionalism and accountability for high standards of practice in all Board operations and decisions.

 

Timelines and Next Steps

This policy is scheduled for first review at the February 4, 2025, Policy and By-Law Committee meeting.

 

RECOMMENDATION 

That in accordance with Board Policy #285.0, Board Policies, Procedures and Supporting Documents, Working Document Policy #222.0, Conflict of Interest will be circulated for comment for six school months. 

 

Providing Feedback

Questions about this policy and/or procedure should be raised with your principal, manager, or supervisor. If additional clarification is required, principals, managers and supervisors may contact the lead superintendent and/or subject matter expert and Trustee Services.

In accordance with Board Policy 285.0, Board Policies, Procedures and Supporting Documents, the Board welcomes all comments and suggestions on Board policy.

Input is an important component of the review process. If you feel a policy and/or procedure needs to be revised, feedback may be submitted through the school council or by submitting the online form. In your response please:

  • outline clearly the specific section(s) of the policy and/or procedure in which you are not comfortable,
  • suggest specific alternate wording to reflect your position, and
  • identify the reason(s) for your concern(s).

Specific recommendations or questions about the review process should be submitted using the online form or sent to the Policy Officer via email at policy.committee@yrdsb.ca, or via telephone at 905-727-0022 extension 2570 or in hard copy at The Education Centre – Aurora.

 

Legislative Context

Education Act, Section 217 (1) Education Act, Section 217 (3)

Municipal Freedom of Information and Protection of Privacy Act

Municipal Conflict of Interest Act

 


It is the expectation of the York Region District School Board that all employees, students and persons invited to or visiting Board property, or partaking/volunteering in Board or school-sponsored events and activities, will respect the policies and procedures of the Board.


 

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Board Policy #222.0 Conflict of Interest

 

1. Policy Statement

Trustees and staff members of the York Region District School Board (YRDSB) are entrusted with the protection of the public interest in many significant areas of the education system. It is essential that a high standard of honesty, integrity, impartiality and conduct be maintained in all Board activities and decisions. Trustees and staff members must be aware of and avoid situations which might result in an actual or apparent conflict of interest and conduct themselves accordingly.

 

2. Application

The Board of Trustees reviews the Conflict of Interest policy in accordance with the priorities in the Multi-Year Strategic Plan and the approved policy review cycle. Trustees are responsible for understanding and communicating with members of the community about the Conflict of Interest policy; and strictly adhering to the Municipal Conflict of Interest Act.

 

3. Responsibilities

 

3.1 The Board of Trustees is responsible for:

  1. not participating in any discussion or decision being made by the Board without declaring their direct personal or direct or indirect pecuniary interest;
  2. declaring a possible conflict of interest when in attendance at public Board or committee meetings by;
    • disclosing the interest and its general nature prior to any consideration of the matter at the meeting,
    • not participating in the discussion of, or vote on any question about the matter, 
    • not attempting in any way before, during or after the meeting to influence the voting on any such question; and
  3. engaging the Integrity Commissioner to provide general information with respect to the trustee’s obligations under the Municipal Conflict of Interest Act;
  4. in addition to the above, declaring a possible conflict of interest by leaving the meeting or the part of the meeting during which the matter is under consideration;
  5. filing a written statement of the conflict of interest and its general nature at the meeting or as soon as possible after the meeting;
  6. when absent from a meeting, declare a possible conflict of interest at the next public Board Meeting as stated above; 
  7. not using or attempting to use, directly or indirectly, their position to purchase goods or services for personal use from any Board supplier at a discount or on the same or similar terms to the Board, except for employee purchase plans in which trustees can participate;
  8. not accepting a fee, gift, or personal or economic benefit, either directly or through another person, from any person who has done, is doing, or might be reasonably expected at some time to do business with the Board (with the exception of incidental gifts, customary hospitality, or other benefits of nominal value);
  9. not selling to the Board, either directly/indirectly or using school/department funds, any goods, or services without declaring their interest and removing themselves from the decision-making process and endeavouring to ensure that their direct relatives comply with this clause; 
  10. understanding that they may accept samples and invitations such as, but not limited to, receptions or lunches, provided they do not impose any obligation to buy, receive or refer on behalf of the Board; and
  11. disclosing a possible conflict of interest if they are in doubt concerning the propriety of any action concerning the Board.

 

3.2 The Director of Education is responsible for:

  1. implementing and operationalizing the Conflict-of-Interest policy; and
  2. establishing and maintaining a registry of written statements of conflict of interest declared by trustees.

 

4. Definitions

 

4.1 Conflict of Interest

Is a situation in which a trustee or staff member attempts to promote private or personal interests, of themselves or some other person, which results or could appear to result in:

  1. an interference with the Board’s; 
  2. a gain or an advantage (including pecuniary) by virtue of his/her position in the York Region District School Board; and/or
  3. the use of a position of authority to influence hiring decisions.

 

4.2 Direct Pecuniary Interest

Involves an actual or potential financial gain or loss to a trustee, staff member, a direct relative or a direct relative of a person living in the same household. 

 

4.3 Direct Relatives or Individuals who Share the Same Household or Have a Significant Social Relationship

Includes, but is not limited to, a parent, spouse, children, or stepchildren.

 

4.4 Indirect Pecuniary Interest

Any matter in which a trustee, staff member, a direct relative or a direct relative of persons living in the same household:

  1. is a shareholder, director or senior officer of a corporation that does not offer its securities to the public in the matter;
  2. has a controlling interest in or is a director or senior officer of a corporation that offers its securities to the public in the matter; 
  3. is a member of a body that has a pecuniary interest in the matter; or 
  4. is a partner of a person or is in the employment of a person or body that has a pecuniary interest in the matter.

 

4.5 Personal Interest

Are non-financial interests that may influence or be influenced by personal or family relationships. Personal interests may result in favouritism towards a person or group of people because of one’s personal connections or relationships.

 

4.6 Significant Social Relationship

Includes, but is not limited to, personal relationships such as family, close friendships and associations, and other emotional relationships.

 

5. Contact

Human Resource Services 

 

6. History

Replaces: Policy #222.0, Conflict of Interest – Trustees and Policy # 512.0, Conflict of Interest – Employees 

Working Document: October 2013, February 2018, March 2025

Revised: 2008, June 2014, February 2019, February 2025

 

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Board Procedure #222.1, Conflict of Interest

This procedure outlines how a conflict of interest for trustees and staff members of the York Region District School Board is reported and addressed.

 

1. Procedure Statement

This procedure outlines how a conflict of interest between trustees and staff members of the York Region District School Board is reported and addressed.

 

2. Application

The Board of Trustees reviews the Conflict of Interest policy in accordance with the priorities in the Multi-Year Strategic Plan and the approved policy review cycle. Trustees are responsible for understanding and communicating with members of the community about the Conflict of Interest policy; and strictly adhering to the Municipal Conflict of Interest Act.

 

3. Responsibilities

 

3.1 The Director of Education shall:

  1. allocate staff and resources to support the Conflict-of-Interest procedure.

 

3.2 Superintendents shall:

  1. support principals, managers, and supervisors in the implementation of the Conflict of Interest policy and procedure.

 

3.3 Principals, Managers and Supervisors shall:

  1. in consultation with the superintendent, decide whether a personal or direct or indirect pecuniary interest exists and take appropriate action(s).

     

3.4 Trustee Services shall:

  1. ensure that every conflict of interest and the general nature thereof declared by a trustee, be recorded in the minutes of;
    • the public Board or committee meeting, or
    • the private Board or committee minutes and the next regular public Board meeting;
  2. as designate of the Director of Education, establishes, and maintains a registry of the written statements of conflict of interest declared by trustees; and
  3. ensure that the registry of written statements of conflict of interest is available for public inspection.

 

3.5 All staff members shall:

  1. not use their employment status with the Board, and/or Board equipment, facilities, time, or human resources for personal or pecuniary gain for themselves, a direct relative or private entities or persons engaged in dealings with the Board;
  2. identify and disclose a possible conflict of interest to their principal, manager or supervisor concerning the propriety of any action concerning the Board;
  3. not participate in any decision being taken by the Board without first declaring their personal or direct or indirect pecuniary interest to their principal, manager, or supervisor;
  4. ensure that they do not place themselves in a position where working relationships are affected by personal or family relationships; 
  5. understanding that no disclosure is required if the only interest is a minority interest in a limited company in which the staff member holds no official position;
  6. not knowingly taking personal advantage of, or benefitting from, information that is obtained in the course of their official duties and responsibilities and that is not available to the public;
  7. notify their immediate supervisor in writing of a possible conflict of interest;
  8. not manage and/or supervise direct relatives or individuals who share the same household in situations where a reporting relationship exists and where the manager/supervisor has influence, input or decision-making power over matters which including, but not limited to a staff member’s performance evaluation, salary premiums, special permissions, potential for promotion, conditions of work and and/or similar matters; 
  9. not participate in a hiring process or attempt to influence a hiring process in respect of direct relatives or individuals who share the same household and/or persons with whom they have a significant social relationship;
  10. when participating in a hiring process, affirm by signed written statement that they do not have a conflict of interest;
  11. disqualify themselves as participants in personnel decisions when their objectivity would be compromised for any reason such as, but not limited to, staffing actions involving direct relatives or direct relatives of persons living in the same household or other personal relations;
  12. if providing private services as a staff member of Student Services that are the same as the services provided in the course of their employment duties with the Board, to students or other staff members or the Board, ensure that approval is obtained through Student Services by submitting the required form;
  13. ensure that, if engaging in private tutoring the following requirements are followed;
    • private tutoring does not take place during the instructional day or on school property and staff must not tutor students from their school or work location(s) for remuneration,
    • staff members must be aware of the relevant Code of Ethics, federation and union guidelines and any other relevant Board policy and procedure regarding tutoring, including comments about and communication with the regular classroom staff, where applicable,
    • private tutoring services may not be advertised using school Board properties/ connections, or Board publications, or through the Board’s computer network and in accordance with the Distribution of Materials: External Organizations policy and procedure, or by virtue of his/her position in the Board, and
    • staff members undertaking private tutoring are not indemnified through the Board and should contact their applicable union or federation to discuss support should issues arise; 
  14. understand that home instruction is different from private tutoring and may be provided in accordance with the Home Instruction procedure; 
  15. not sell to the Board, either directly or using school or department funds, any goods, or services without declaring their interest and removing themselves from the decision-making process and endeavouring to ensure that direct relatives comply with this clause;
  16. not promote the sale of personal products or services to students, staff members or others;
  17. not use or attempt to use, directly or indirectly, their position with the Board to purchase goods or services for their personal use from any supplier to the Board at a discount or on the same or similar terms to the Board (with the exception of offers made to Board staff through purchase plans or arrangements that are available to all Board employees);
  18. not accept a fee, gift, personal or economic benefit, either directly or through another  person, from any person who has done, is doing, or might be reasonably expected at some time to do business with the Board (except for incidental gifts, customary hospitality, or other benefits of nominal value);
  19. not directly or indirectly use, or allow the use of Board property of any kind for anything other than officially approved activities; and
  20. not step out of their official roles with the Board to assist private entities or people in their dealings with the Board where this would result in preferential treatment of any person.

 

4. Contact

Human Resource Services

 

5. History

Approved: 2008 

Working Document: 2013, February 2018, March 2025

Revised: June 2014, February 2019, February 2025