Byrd v. Volunteers of America

CAROL M. HANSEN, Judge,

dissenting.

¶ 1 I must respectfully dissent. I would hold that the majority of the three-judge panel in the Workers’ Compensation Court erred as a matter of law in finding “[t]he fact that the softball activity was beneficial to the clients of claimant’s employer is irrelevant” in the factual context presented by Claimant, who was the only witness who testified at trial. The facts are not in dispute. While the question whether Claimant’s injury arose out of and in the course of his employment is generally a question of fact for the Workers’ Compensation Court, where, as here, there are no disputed facts, the question if one of law. Flanner v. Tulsa Public Schools, 2002 OK 8, 41 P.3d 972.

¶ 2 Benefit to Employer from Claimant’s injury related activities was not only relevant to the Workers’ Compensation Court’s consideration, but should have been determinative of its conclusion on the question of Employer’s liability. The majority here acknowledges the relevance of the benefit to Employer in its evaluation of the Williams criteria, which concern injuries incurred during recreational and social activities outside normal work parameters. The third Williams criterion queries whether Employer has derived “substantial direct benefits.” The majority holds “the evidence arguably show that Employer did not derive” such benefits. The majority, however, makes no specific reference to any evidence supporting that conclusion and I find none. To the contrary, I believe the evidence shows the opposite.

¶ 3 Claimant testified his employment was as a program coordinator for twelve developmentally disabled adults. His duties were to see that those under his charge “had all the proper necessary things they need to function every day.” Claimant and his clients were involved in sports and other activities, like movies, year around to get them “to live in the community and function in the community the way everyone else did.” The softball game in which Claimant was injured was one of those activities directly contributing to the achievement of Employer’s mission to integrate its clients into the mainstream community.

¶ 4 The team which Claimant was assisting was “presented” by Employer and consisted of its clients. The games were held in the evening because some of his clients worked and they wanted all involved. Most clients required some assistance to play, which was provided by a “shadow” staff member. Most were also at risk of injury without assistance. Claimant was coordinating the game and pitching when he was injured. Some of the staff members were being paid to assist and some, including Claimant, were not. Claimant was a salaried employee. He ordinarily worked from 8:00 a.m. to 5:00 p.m., but was on call if needed at other times. If he was called at times other than ordinary working hours, he was usually compensated on an hourly basis. Claimant had helped organize the league before going to work for Employer and continued his involvement after employment.

¶ 5 The fact that Claimant was not specifically compensated by Employer for his time spent assisting the softball team was mentioned by both the Workers’ Compensation Court and the majority here. That may be a factor to consider, but certainly does not preclude award of benefits. In Williams, 639 P.2d at 1223, cited by the majority, the claimant was injured in an automobile accident while returning from a office party. No compensation was provided for attending the party, but the Supreme Court found the injury was nonetheless compensable. See also, Dozier v. Mid-Del School System, 1998 OK CIV APP 108, 959 P.2d 604 (Teacher/coach entitled to benefits for injuries received in *223after school, uncompensated fund raising game.)

¶ 6 The more important question is whether, under the third criterion of the Williams test, Employer enjoyed a “substantial direct benefit that extend[ed] beyond the intangible value of [Claimant’s] health or morale improvement which is common to every kind of recreational and social event.” As noted above, I find no evidence in the record to the contrary and would find Claimant’s injury compensable under Williams.

¶ 7 Additionally, however, it is my view the Workers’ Compensation Court and the majority tested Claimant’s activities against the wrong standard. Certainly, the record does not support a conclusion that Claimant was involved in the league for his own recreation. The league was formed as one of a number of devices to assist the developmentally disabled with functioning in the community. That is one of the purposes for Employer’s developmentally disabled program. The inquiry should more appropriately be whether Claimant’s activities furthered that purpose.

¶ 8 In Potts v. B & B Tool, Inc. 1996 OK CIV APP 77, 920 P.2d 1079, the Court of Civil Appeals quoted from and adopted the reasoning in 99 C.J.S. Workers’ Compensation § 224:

An injury sustained by an employee may be compensable where it is suffered while performing an act for the benefit of a third person, where such act is in the interest of the employer and is reasonably contemplated by the employment.... If the ultimate effect of the employee’s act in helping another is to advance his employer’s work, it is immaterial that the immediate beneficiary of the helpful activity is a third person.

Potts, at 1080.

¶ 9 Employer was aware Claimant was involved in the softball league with a team composed of its clients. It is undisputed the purpose of having the team was consistent with Employer’s goal of assisting its clients function in the community at large. While the immediate beneficiaries of Claimant’s efforts were the clients, his activities with the softball team were in the interest of Employer and the “ultimate effect” was to advance Employer’s work. The clients were, in fact, Employer’s work. The benefits to Employer were substantial and direct. Claimant’s activities were not only “reasonably contemplated by the employment”, but were an integral part of that employment.

¶ 10 In the absence of competent evidence that Claimant’s injury was not in the course of and arising out of his employment, I would hold that the Workers’ Compensation Court erred, as a matter of law, in denying Claimant benefits and, more particularly, in finding that whether Claimant’s activities were beneficial to Employer was irrelevant.