HomeMy WebLinkAboutRichard 14-02-23Between:
in the Matter of an Arbitration
Pursuant to the Ontario Labour Relations Act, 1996
KAYMAR REHABILITATION INC.
(the Employer)
WrIi RE
ONTARIO PUBLIC SERVICE EMPLOYEES UNION
ON BEHALF OF ITS LOCAL 452
(the Employer)
Re: Grievance of Candice Richard - OPSEU # 2014-0452-0001
HOOPP Pension Contributions
AWARD
Paula Knopf - Arbitrator
APPERANCES:
For the Employer: Stephen Bird, Counsel
For the Union: Andrew Reeson, Counsel
The hearing of this matter was held in Kingston, Ontario on February 4, 2015.
This grievance concerns a matter of contract interpretation filed to determine the
Employer's responsibility with regard to pension contributions for casual
employees. The Healthcare of Ontario Pension Plan (HOOPP) and Pension
Benefits Act of Ontario require that employers make corresponding contributions
for employees who are enrolled in this Plan. The issue in this case is whether
the Employer is required to make the HOOPP contribution on behalf of the
Grievor, who is a casual employee, and to pay her the full 14% "in lieu of
benefits" together with her hourly wage.
The facts giving rise to the grievance are not in dispute
• The Grievor accepted an offer of employment as a casual employee in
September 2007. Because of her status, she has been paid 14% "in lieu
of all benefits" in addition to her hourly wages.
In the autumn of 2008, she became eligible to join the Healthcare of
Ontario Pension Plan (HOOPP).
In November 2008, she received a package from the Employer containing
the forms that would allow her to elect to join HOOPP. She completed
those forms in the Spring of 2009. In April of 2009, she received
confirmation from HOOPP that she was enrolled as of March 27, 2009.
Since that time, the Employer has been deducting her contributions to
HOOPP from her bi-weekly pay.
• Up until November 15, 2013, the Employer was making a corresponding
contribution to HOOPP on behalf of the Grievor.
• On December 11, 2013, the Grievor received a memo from the Employer
advising that all contributions to HOOPP were ceasing.
• The Employer stopped deducting the Grievor's and making its own
contributions to HOOPP as of November 15, 2013.
• On January 6, 2014, the Grievor filed the grievance that is the subject of
this Award.
The Union's complaint is that the Employer has failed to make the appropriate
contributions to HOOPP since November 2013 on behalf of the Grievor.
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The relevant provisions of the Collective Agreement are:
Articie 2 - Definitions
Article 2.04 A "casual employee" is any employee who does not meet
either of the definitions in 2.02 and 2.03 [`regular full-time' and `regular
part-time employee'], and without limiting the generality of the foregoing,
shall also be deemed to include an employee who is temporarily filling a
position where the incumbent is on authorized leave of absence or who is
employed on a casual basis to meet the demand for services in excess of
the capacity of the existing staff complement.
Article 14 - Conditions of Employment
Article 14.03 It is a condition of employment for regular full-time and
regular part-time employees to enroll in such group plans as HOOPP
Pension Plan in accordance with the regulations of the plans.
Article 22 - Benefits
22.01(a) All employees as a condition of employment will join the
Hospitals of Ontario Pension Plan in accordance with the terms and
provisions of the Plan.
Article 23 - Salaries and Allowances
Article 23.03(b) All casual employees shall be placed at level 1 of the
salary scales.... upon hire and shall progress on the basis of one
increment for each 1680 hours worked. In addition to their hourly rate,
they will be paid 14% in lieu of all benefits.
Article 25 - Casual Employees
25.01 This Collective Agreement applies, as written, to casual employees
as defined in Article 2.04, save and except the following Articles:.. .
[several listed provisions, plus] .. ARTICLE 22: Benefit Plans
The Submissions of the Parties
The Submissions of the Union
The Union argued that the Grievor has been entitled to be enrolled in HOOPP at
all the relevant times and to also receive her 14% in lieu of benefits. Counsel for
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the Union submitted that the following questions should be asked with regard to
the interpretation of the words "in lieu of all benefits" in Article 23.03(b):
1. Does "all benefits" include the HOOPP?
2. If it does, does the term contemplate the apportioning of specific
benefits in the Collective Agreement?
3. Does the Collective Agreement provide the authority to deduct the
cost of the Employer's share of HOOPP contributions from the 14%
"in lieu" payment?
The Union asserts that a casual employee is entitled to the 14% in lieu payment
as well as the Employer's contribution to HOOPP. It was submitted that nothing
in the Collective Agreement allows for the apportionment of the "in lieu"
payments and/or the deduction of the Employer's contributions to HOOPP from
the 14% calculation. This interpretation was said to be in line with the following
authorities and consistent with the notion that the "in lieu" payment was never
intended to be a precise equivalent to the cost of benefits for full-time employees:
Alexandra Marine & General Hospital and Ontario Nurses Union, (1990) 17
L.A.C. (4th) 270 (Devlin); Kingston, Frontenac, Lennox and Addington Health
Unit, and CUPS, Local 3175, Unreported decision of Jane Emrich, August 2,
1990; Glebe Centre for the Aged and CUPS, Local 3302, Unreported decision of
Dana Randall, January 4, 2011. Counsel for the Union addressed the following
case, saying it is distinguishable because of the fact that its decision turned on
language that is different than the wording in the case at hand: Peel (Regional
Municipality) (c.o.b. Vera M. Davis Community Care Centre) and U.F.C.W, Local
175, [1999] O. L.A.A. No. 272 (Solomatenko).
By way of remedy, the Union asked for a declaration that the Employer has
violated the Collective Agreement, that the Employer be required to pay both its
own and the Grievor's contributions to HOOPP since November 2013, and to pay
any interest and/or penalties assessed by HOOPP for the late payments.
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The Submissions of the Employer
The Employer submitted that this case can and should be decided on the
wording of this Collective Agreement. It was stressed that nothing in this
Collective Agreement suggests that this Employer has agreed to make any
contributions to HOOPP on behalf of casual employees. Further, it was
emphasized that nothing in this Collective Agreement even gives the casual
employees the right to opt into HOOPP. Further, it was argued that while the
Employer is required to make contributions to HOOPP on behalf of full-time and
part-time employees by virtue of Article 14.03, casual employees are exempted
from that provision and from receipt of any "benefits" because of the language of
Article 25. The Employer acknowledged that arbitrators have prohibited
employers from deducting a percentage amount from an "in lieu" payment to
cover off the cost of the Employer's HOOPP contribution. However, this
Employer argued that what distinguishes this Collective Agreement from the
cases cited by the Union is that this Employer is objecting to the payment of both
the 14% in lieu of benefits, as well as the cost of the Employer contribution to
HOOPP when a casual employee decides to opt into the Plan. The Employer
suggests that since HOOPP requires an Employer to make a contribution on
behalf of an enrolled employee, that specific amount should be "set off' from the
14% in lieu payment or the Employer should not be required to make the
contribution at all.
The Employer urged me to adopt the dissent of the Employer nominee in the
case of Alexandra Marine & General Hospital and Ontario Nurses Union, supra,
and to follow the reasoning in Peel (Regional Municipality) (c.o.b. Vera M. Davis
Community Care Centre) and U. F. C. W., Local 175, supra.
The Decision
In order to resolve this case, it is helpful to examine the context of this problem
and to see how it has been addressed in similar circumstances. In Alexandra
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Marine & General Hospital and Ontario Nurses Union, supra, Arbitrator Devlin
was dealing with language that specified that the pension plan was included in
the "in lieu of fringe benefits", and it had been negotiated before part-time
employees were eligible to participate in HOOPP. When part-time employees
became eligible to opt into HOOPP, their employer deducted the amount of the
employer's contribution to HOOPP from the percentage in lieu. Arbitrator Devlin
concluded:
... the percentage in lieu is not specified as a reimbursement for the
benefits provided to full-time nurses but is a payment "in lieu of or instead
of those benefits. Moreover, Article 18 [compensation] does not specify a
particular amount or portion of the percentage in lieu which is attributable
to pension. This is not altogether surprising because in the absence of
part-time nurses having a statutory right to join the pension plan, there
was no necessity for the parties to quantify the portion of the percentage
in lieu which is referable to pension. Nevertheless, the agreement makes
no provision for the deduction from the percentage in lieu and, in the
board's view, there is nothing in the collective agreement which would
authorize the unilateral deduction of the full amount of the employer's
contribution to HOOPP from the percentage in lieu of fringe benefits and
the redirection of this amount to the plan. [p.279]
The dissent in that case was written by the Employer Nominee Winkler (as he
then was), stating that, "... in the case of the pension.... the hospital ought not
to be required to `pay twice' in the form of percentage in lieu and HOOPP",
[p.282].
In Kingston, Frontenac, Lennox and Addington Health Unit, and CUPS, Local
3975, supra, Arbitrator Emrich was dealing with language that specifically
acknowledged that casual employees could opt into the pension plan. The Union
grieved when the Employer indicated that it would reduce the percentage in lieu
of "all benefits" by 5.5% for all eligible casual employees who chose to opt into
the pension plan. Arbitrator Emrich concluded that the percentage in lieu could
not be "disassembled or forfeited" by a casual employee's choice to participate in
the pension because the language regarding the option to join the plan was not
linked to the percentage in lieu of benefits clause and there was no language
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authorizing a deduction to correspond with the employer's contribution to the
Plan. Further, in the absence of any agreement about how the percentage in lieu
should be apportioned among benefits or how they would be costed, it was held
that the parties could not have intended the phrase "all benefits" to include the
value of a pension benefit for casual employees. This reasoning was adopted in
the case of Glebe Centre for the Aged and CUPS, Local 3302, supra.
A different approach was taken in Peel (Regional Municipality) (c.o.b. Vera M.
Davis Community Care Centre) and U. F. C. W., Local 975, supra. This was
another situation where the employer deducted its portion of pension
contributions for part-time employees out of the payment in lieu of "all fringe
benefits." However, that collective agreement also provided that when an
employee transferred from full-time to part-time status, s/he could opt to remain
in the pension plan but have the employer's contribution deducted from the part-
time percentage in lieu, or s/he could withdraw from the pension plan, in which
event s/he would be terminated as a full-time employee and re -hired as a part-
time employee. Relying upon that language, Arbitrator Solomatenko concluded
that the words "in lieu of meant "instead of, or in substitution of', but "not both."
Further, it was decided that nothing in the contract suggested that it was
mandatory to provide both the payment in lieu plus the value of the pension
contribution. It is very clear that these conclusions were based firmly on the
specific language of that collective agreement. It was said that the clause
dealing with the change in status from full-time to part-time status was the
"strongest' or "direct evidence" that the "payment in lieu" included the employer's
portion of the pension contributions and that part-time employees who opted into
the pension plan should not get both the full amount of the "in lieu" payment and
also have the employer pay its portion of contributions to the plan, [see
paragraphs 28-29].
In the case at hand, the Collective Agreement does not indicate that HOOPP or
the pension is included in the percentage in lieu. Nor does the Collective
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Agreement say anywhere that the Employer is required to make any
contributions to HOOPP on behalf of casual employees. Indeed, while Articles
14.03 and 22.03 indicate that full-time and part-time employees must enroll in
HOOPP, casual employees are not required to join and they are exempted from
the "Benefit Plans" provision in Article 22 that does include a reference to
HOOPP. Therefore, it is understandable why the Employer contends that
nothing in this Collective Agreement signals the clear intention that this Employer
would be obligated to contribute to a casual employee's HOOPP account.
However, it is common ground that the HOOPP regulations and applicable
statute require employers to make contributions for eligible employees and that
casual employees have become eligible for enrollment in HOOPP. This is akin to
the situation in Alexandra Marine & General Hospital and Ontario Nurses Union,
supra, where the parties were dealing with the administration of language that
had been drafted before it was even contemplated that part-time or casual
employees would be eligible for enrollment. Nevertheless, the Employer was
held to be responsible for the HOOPP contribution as well as the full "in lieu"
payment. In the case at hand, the parties to this Collective Agreement have had
language that has been in place for some time and the Grievor's enrollment as a
casual employee and contributor to HOOPP pre -dates the term of this Collective
Agreement - July 1, 2010 - June 30, 2013. At no time have the parties changed
the language dealing with "in lieu" payments or adjustment of the percentage for
those casual employees who opt into HOOPP. Therefore, one has to start with
the premise that this language was adopted and maintained in the context of
casual employees' becoming eligible to participate in HOOPP. That eligibility
brings with it the employer's obligation to make corresponding contributions.
This means that even though the Collective Agreement does not specify that
casual employees can "opt into" HOOPP, they must be deemed to have that
option in terms of the contract's administration.
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The question then becomes what is the effect of the Employer's obligation to
make contributions to HOOPP for casuals who opt into the Plan upon Article
23.03(b)? The answer to that lies in the meaning of "in lieu of all benefits."
According to the Alexandra Marine & General Hospital and Ontario Nurses Union
line of cases, the percentage in lieu is a payment "instead" of benefits, not an
exact replacement for benefits that are available to employees with a different or
higher status. Even the Peel (Regional Municipality) (c.o.b. Vera M. Davis
Community Care Centre) and U. F. C, W., Local 175 case found that "payment in
lieu" is a payment being made "in place of, or in substitution of something else,"
[para 24]. While that case also said that this meant "one or the other, not both,"
that was largely because of the specific wording of the contract, as explained
above. All the other cases that are cited above affirm that an employer may be
held to be responsible for the HOOPP contributions and the full percentage in
lieu, unless something in the Collective Agreement signals a way to hive off the
cost of the HOOPP contribution from the percentage amount.
In the case at hand, the parties to this Collective Agreement may not have
specifically addressed the situation of a casual employee opting into HOOPP.
But HOOPP allows for this. Further, this Collective Agreement has nothing in it
that specifies a particular amount or portion of the percentage in lieu that is
attributable to a pension benefit or connected to a pension benefit. This is
consistent with the notion recognized in the decision of Arbitrator Stanley in 71
Participating Hospitals and OPSEU and its Participating Locals, February 9,
1990, cited in Kingston, Frontenac, Lennox and Addington Health Unit, and
COPE, Local 3175:
We do not agree that the percentage in lieu is necessarily intended as an
accurate reflection of the precise cost of benefits to full-time employees.
The percentage in lieu idea in bargaining is to compensate part-time
employees for the benefits they do not receive and to put costs on the
employer to discourage the use of part-time employment, or to at least
remove the savings incentive to the employer to use part-time
employment.... .
While some unions may have agreed that a portion of the in lieu payment
is attributable to the pensions this union does not. .... In simple terms
since the in lieu payment was not assembled that way it cannot be
disassembled in that way.
This Employer has not intended to impose an arbitrary deduction from the 14% in
lieu payment mandated by Article 23.03(b). All this Employer wants to do is to
off -set the amount it is required to contribute into HOOPP for a casual employee
who opts into the Plan. This is a principled approach and is consistent with the
notion that the Employer should not be required to "pay twice" for a benefit.
However, since casuals are exempted from Article 22 "Benefits" and are entitled
to both the 14% "in lieu of all benefits" and statutorily entitled to enroll in HOOPP,
it must be concluded that this Collective Agreement has to be administered to
facilitate the enrollment. Further, as Arbitrator Stanley explained in the citation
above, the in lieu payment cannot be equated precisely with the cost of the
benefits available to full-time employees, nor can the value of the pension be
apportioned unless so specified. It is true that this Employer can calculate the
exact amount of the contribution that applies to each casual employee, but there
is still nothing in the Collective Agreement that provides the authority to deduct
the cost of the Employer's share from the 14% in lieu payment. Instead, we have
a Collective Agreement that obligates this Employer to make that 14% in lieu
payment to casuals and a pension scheme that requires employers to make
specified contributions to casual employees' HOOPP accounts. This may seem
like "paying twice" for "all benefits", however, it is simply an extra cost that was
not factored in. Further, while the Employer has suggested that a simple
deduction of the cost of the pension contribution for a casual employee from the
14% would address the "paying twice" issue, that also does not necessarily
follow. Employers' required contributions to HOOPP relate to the Plan as a
whole and do equate to each member's individual account, [HOOPP Plan Text,
s.14.31. Therefore, even deducting the amount that this Employer is paying in
relation to the Grievor or another casual employee from his/her 14% "in lieu"
payment would not necessarily equate with the value or the cost of the benefit for
an individual. So again, is it difficult, if not impossible, to accept that this is a
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situation where there is a particular amount or portion of the percentage in lieu
that can be attributable to HOOPP. Similarly, there is nothing in the Collective
Agreement that authorizes the deduction of the full amount of the Employer's
contribution to HOOPP for any individual employee from the percentage in lieu of
fringe benefits.
Finally, it must be remembered that this Collective Agreement has been
renegotiated several times since casual employees have become eligible to opt
into HOOPP. However, the parties have not changed the language of 25.03(b)
or made any adjustments to the percentage in lieu for those who opt in.
Therefore, it must be concluded that there is nothing to signal any intention to
reduce the percentage amount in light of the altered situation, as has been done
in other collective agreements, as set out above.
Whether this Employer's obligation to pay the HOOPP contribution for causal
employees who opt into the Plan as well as the 14% makes labour relations
sense, the scheme and costs of the parties' collective bargaining relationship is a
matter for them to deal with in bargaining. It is open to the parties to adopt
different formulations of these provisions, as set out in the cases they cited or in
other collective agreements where the issue of "set off' of the employer
contributions to pension plans is specifically addressed.
However, with the existing language of this Collective Agreement, it must be
concluded that the Collective Agreement does not provide the authority to deduct
the cost of the Employer's share of HOOPP contributions from the 14% "in lieu"
payment. I declare that the Employer has violated the Collective Agreement by
the way it has administered Article 23.03(b) since November 2013. Accordingly,
the Employer is required to resume remittances and its contributions on behalf of
the Grievor into HOOPP. Further, the Grievor is to be put into the position she
would have been, but for the Employer's error. Therefore, the Employer is not
required to pay the Grievor's portion of past contributions. However, for any
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amount or period that the Grievor "buys back" into the Plan, the Employer shall
pay its corresponding past contributions that are owing and any penalties or
interest accruing as a result of the interruption in payments.
1 remain seized with regard to implementation of this Award, should the parties
require further assistance.
Dated at Toronto this 23rd day of February, 2015
Paula Knopf - Arbitrator
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