HomeMy WebLinkAbout2001-0555.Policy Grievance.03-11-03 Decision
Crown Employees Commission de ~~
Grievance Settlement reglement des griefs
Board des employes de la
Couronne
~-,...
Suite 600 Bureau 600 Ontario
180 Dundas Sl. West 180 rue Dundas Ouest
Toronto Ontario M5G 1Z8 Toronto (Ontario) M5G 1Z8
Tel. (416) 326-1388 Tel. (416) 326-1388
Fax (416) 326-1396 Telec. (416) 326-1396
GSB# 2001-0555
UNION# OLB257/01
IN THE MATTER OF AN ARBITRATION
Under
THE CROWN EMPLOYEES COLLECTIVE BARGAINING ACT
Before
THE GRIEVANCE SETTLEMENT BOARD
BETWEEN
Ontano LIqUor Control Boards Employees' Umon
(PolIcy Gnevance) Grievor
- and -
The Crown In RIght of Ontano
(LIqUor Control Board of Ontano) Employer
BEFORE Mary Lou Tims Vice-Chair
FOR THE UNION Ursula Boylan
Koskie Minsky
Bamsters and SOlICItorS
FOR THE EMPLOYER Myfanwy Marshall
Counsel, LIqUor Control Board of Ontano
DavId Spears
Heenan BlaIkIe
Bamsters and SOlICItorS
HEARING October 11 2001 May 22 and September 10
2003
2
AWARD
ThIS polIcy gnevance before me dated June 26 2001 alleges a breach of artIcle 22.2 (b) of the
partIes' collectIve agreement whIch reads as follows
Uniforms, Attire and Special Allowances
222 (a) MaIntenance employees, In LCBO Warehouses, wIll be Issued two (2)
clean shuts and two (2) clean pairs of trousers per week, the cost of whIch shall
be the responsIbIlIty of the Employer
(b) All other employees, In LCBO Warehouses, assIgned to a classIficatIOn whIch
was prevIOusly elIgIble for umforms, shall be Issued a lump sum payment of four
hundred dollars ($400 00) payable on September 1 2000 and no later than the
first pay In the month of September annually thereafter
There were no obJectIOns wIth respect to my JunsdIctIOn to hear and determIne the gnevance
The Umon takes the posItIOn that artIcle 22.2(b) of the collectIve agreement IS clear In requlflng
the Employer to pay the sum of $400 to elIgIble employees In ItS submIssIOn, the Employer
vIOlated the collectIve agreement In paYIng $400 less deductIOns WhIle the Umon does not
dIspute that the said payment constItutes a taxable benefit under the Income Tax Act R.S C
1985 c 1 It submIts that employees are entItled to net payments of $400 In the alternatIve, the
Umon argues that the language In Issue IS latently ambIguous, and that I should admIt and rely
upon eVIdence of negotIatIng hIStory to establIsh and resolve such alleged ambIgUIty
The Employer asserts that the language of artIcle 22 2(b) IS clear and that the sum of $400
referred to thereIn must be regarded as a gross figure Counsel thus argues that the Employer
complIed wIth ItS oblIgatIOn thereunder In paYIng to each elIgIble employee the sum of $400 less
deductIOns, and that the gnevance before me must be demed. GIven ItS posItIOn that the relevant
language here IS clear and unambIguous, Counsel argues that there IS no basIs upon whIch I can
properly consIder extnnsIc eVIdence as an aid to InterpretatIOn.
3
After heanng the partIes' submISSIOns wIth respect to extnnsIc eVIdence, I ruled that I would
receIve the eVIdence In Issue but that I would not rely upon It unless ultImately satIsfied that the
language before me IS ambIguous
THE EVIDENCE
The Umon called as wItnesses Mr John Coones and Ms Jean ChaykowskI Mr Coones has
been the Umon PresIdent for twelve years, and has been the Umon's ChIef NegotIator In every
round of collectIve bargaInIng SInce 1990 Ms ChaykowskI has been employed by the Umon as
a Gnevance Officer for twenty-five years, and was a member of the Umon's bargaInIng team
dunng negotiatIOns for the 2000 - 2002 collectIve agreement, under whIch the gnevance before
me anses
Mr Wayne Zachar gave eVIdence for the LCBO Mr Zachar has held the posItIOn of DIrector of
Employee RelatIOns SInce 1996 He has been Involved In five sets of negotIatIOns between the
partIes, and was the Employer's ChIef Spokesperson In the 2000 round of collectIve bargaInIng.
SubJect to the Employer's posItIOn that there IS no basIs upon whIch extnnsIC eVIdence IS
properly
relIed upon In these proceedIngs, the partIes called eVIdence wIth respect to collectIve bargaInIng
In 2000 as It pertaIned to the provIsIOn here In Issue
Pnor to the partIes' 2000 negotIatIOns, artIcle 22.2 of the collectIve agreement read as follows
Employees In the LCBO warehouses wIll be Issued two (2) clean ShIrtS and two
(2) clean pairs of trousers per week, the cost of whIch shall be the responsIbIlIty
of the Employer
Mr Zachar testIfied that management In the Employer's LOgIStICS DIVIsIOn had "an Issue" WIth
artIcle 22.2, that It found It "troublesome admInIstratIvely" and that It felt that "most employees"
dId not wear umforms anyways Mr Zachar stated that the weanng of umforms In the
Warehouse was not enforced.
4
The Issue of whether or not Warehouse employees wore the umform prevIOusly supplIed by the
Employer was addressed by the partIes WhIle the eVIdence In thIS regard vaned, the partIes
agreed that not all employees wore the umform Mr Coones belIeved that "many" wore It
although he acknowledged that the Umon dId not understand artIcle 22 to reqUIre thIS SImIlarly
also In eVIdence before me was an excerpt from the October 2000 Issue of The Echo the Umon's
bImonthly newsletter IndIcatIng that pnor to 2000 negotIatIOns, "many lOgIStICS employees dId
not wear the umforms whIch were provIded under the agreement."
On January 19 2000 the Employer tabled a proposal dunng collectIve bargaInIng to delete
artIcle 22.2 of the collectIve agreement and to replace It WIth "a lump sum payment." The
eVIdence was clear that there was lIttle dIscussIOn between the partIes that day regardIng the
Employer's proposal Mr Coones testIfied however that the Umon understood that the
Employer wIshed to "get away from supplYIng clothIng" to Warehouse employees, and that It
was therefore offenng compensatIOn.
The Employer's proposal regardIng artIcle 22.2 was agaIn addressed on January 20 2000 at
whIch tIme the Umon requested the cost of supplYIng and cleamng umforms under the language
In effect at the tIme
The dIscussIOns between the partIes on February 8 2000 are key and the partIes dIffer somewhat
In theIr recollectIOns of what transpIred that day There IS no dIspute that Mr Zachar advIsed the
Umon at the bargaInIng table that day that the Employer was spendIng $444 per employee to
supply and clean umforms It IS also common ground between the partIes that Mr Coones asked
what the Employer was propOSIng In terms of a lump sum payment, and that Mr Zachar
IndIcated that It was offenng $400 Mr Zachar testIfied In these proceedIngs that LOgIStICS
management was prepared to have a "net even result," but that the Employer was leavIng Itself
"wIggle room," In tablIng thIS offer
Mr Coones testIfied that he responded at that pOInt that thIS would be a "real bargaIn" for the
Employer and that Mr Zachar then stated "$400 - cash In hand." Mr Coones gave eVIdence
that he mentIOned that It was not possIble to compare the Employer's cost, and the cost to
5
employees who would not buy or lease In mass quantItIes Mr Coones was also clear that he
stated at the bargaInIng table that employees needed "$400 to spend on clothIng and cleamng."
Mr Coones referred to bargaInIng notes taken on the Umon's behalf by Its busIness agent, and
bargaInIng team member Mr HeIno Nielsen. Such notes as they pertaIned to February 8
dIscussIOns regardIng artIcle 22 2, recorded the Employer's InfOrmatIOn regardIng cost, and ItS
offer of $400
Mr Coones was asked In examInatIOn-In-chIef to explaIn hIS comment that the Employer would
be gettIng "a bargaIn," and he referred to the fact that the Employer would save "$44 per
employee nght off the top" In cross-eXamInatIOn, Mr Coones maIntaIned that the Employer
would be "gettIng a bargaIn" even If the $400 offered was "grossed up " as the Employer In hIS
VIew would no longer have the "headaches" assocIated wIth supplYIng umforms
Ms ChaykowskI also gave eVIdence wIth respect to the partIes' dIscussIOns on February 8 2000
She remembers Mr Zachar saYIng at the bargaInIng table that employees would get "cash In
hand, cash In the bank." She referred to her bargaInIng notes whIch record Mr Zachar's
statement, "$400 - cash In the bank." Ms ChaykowskI was clear that she understood from Mr
Zachar that employees would receIve $400 for clothIng.
Ms ChaykowskI further testIfied that the Employer would save $44 per employee based on ItS
offer as well as the costs assocIated wIth an employee who would have been responsIble for
umforms She agreed, however that those employees who dId not prevIOusly wear the umform
would "get somethIng" by vIrtue of the Employer's proposal
Mr Zachar also testIfied wIth respect to the February 8 dIscussIOns regardIng artIcle 222 He
recalled that after offenng $400 to the Umon, Mr Coones responded that thIS was "a bargaIn."
SubJect to the Umon's obJectIOn, Mr Zachar testIfied that he then stated, "It IS money they don't
have now - cash In the bank, cash In hand." In cross-eXamInatIOn, Mr Zachar explaIned that
thIS was a "sellIng pOInt," In that he was seekIng to conVInce the Umon that because "most" or
"many" employees dIdn't wear umforms, thIS proposal was "value added."
6
Mr Zachar referred to notes taken dunng bargaInIng on the Employer's behalf, by Mr John
Hams Such notes as they relate to the February 8 dIscussIOns regardIng artIcle 22.2 reflect Mr
Zachar's offer of $400 and Mr Coones' response, "That's a bargaIn," followed by Mr Zachar
statIng "Cash In hand."
Mr Coones testIfied In Reply that he dId not recall Mr Zachar commentIng on February 8 2000
"It's money they don't have now" WhIle he acknowledged that Mr Zachar could have made
such statement, he belIeved he would have remembered If thIS had been the case
The partIes agaIn met and dIscussed artIcle 22.2 on February 16 2000 There IS no dIspute that
the Employer at that tIme offered a one-tIme payment of $800 to each employee Such proposal
was not acceptable to the Umon.
On March 6 2000 the Employer proposed replacIng artIcle 22.2 wIth a $450 annual lump sum
payment InclUSIVe of safety shoes Mr Coones gave eVIdence that the safety boot allowance
provIded for under the collectIve agreement had never been subJect to tax. The Umon dId not
agree to such proposal and pOInted out that after deductIng the sum allocated for safety shoes,
thIS amounted to an offer of $325 for clothIng. Mr Zachar testIfied that he stated at the
bargaInIng table that employees "can choose how to spend" the money offered by the Employer
such comment recorded In the bargaInIng notes of both Mr Hams and Mr Nielsen. Mr Coones
and Ms ChaykowskI were clear however that gIven the context of the partIes' dIscussIOns, they
nonetheless vIewed the payment In Issue as a clothIng allowance
The eVIdence establIshes that on March 7 2000 the Umon proposed a payment of $450
excludIng safety boots, to be optIOnal for MaIntenance employees In the Warehouse The
Employer responded by subsequently tablIng the folloWIng proposal
"22 2(a) MaIntenance employees In an LCBO Warehouse wIll be Issued two (2)
clean ShIrtS and two (2) clean pairs of trousers per week, the cost of whIch shall
be the responsIbIlIty of the Employer
22 2(b) All other employees, In an LCBO Warehouse who were prevIOusly
elIgIble for umforms, shall be Issued a lump sum payment of $400 00 payable the
first of the month folloWIng ratIficatIOn and annually thereafter"
7
Mr Coones testIfied that he IndIcated to the Employer on March 7 2000 that Warehouse
employees "were ok" wIth thIS offer If they were "gOIng to get $400 to spend on clothIng and
cleamng."
The partIes agaIn addressed artIcle 22 2 on March 8 2000 and agreed to the language before me
on March 9 2000
The eVIdence establIshed that a memorandum of agreement was sIgned by the partIes July 14
2000 and subsequently ratIfied August 11 2000 Excerpts from the memorandum were filed as
eVIdence before me, IncludIng the folloWIng provIsIOns
"The Employer agrees to pay to each permanent employee employed by the
Employer on the date thIS Memorandum of Settlement IS sIgned, an amount whIch
would provIde such employee wIth a net payment, after deductIOns, of five
hundred dollars ($500) by separate cheque or dIrect deposIt not later than August
31 2000
The Employer agrees to pay to each casual employee employed by the Employer
on the date thIS Memorandum of Settlement IS sIgned, an amount whIch would
provIde such casual employee wIth a net payment, after deductIOns, of three
hundred ($30000) by separate cheque or dIrect deposIt no later than August 31
2000 "
Also In eVIdence before me was a document prepared by the Umon entItled Tentative Contract
Settlement Reached At Conciliation. Such document purports to summanze the terms of the
partIes' settlement and states as follows
Wage Increase
3% retroactIve to Apnll 2000 and effectIve Apnll 2001 another 3%
Lump Sum Payment
Permanent Employees wIll receIve $500 00 after taxes In separate cheque or
dIrect deposIt no later than August 31 2000
Casual Employees wIll receIve $30000 after taxes In a separate cheque or dIrect
deposIt no later than August 31 2000
8
Uniforms
Except for maIntenance employees workers at lOgIStICS who were provIded wIth
clean ShIrtS and pants wIll Instead begIn to receIve a monetary payment of
$400 00 per year
Mr Coones acknowledged that the said document does not IndIcate that employees would
receIve a net payment of $400 but explaIned that thIS was because the Umon dId not belIeve
such payment to be taxable
EVIdence was gIven by the partIes regardIng the negotIatIOn of the lump sum payments In the
2000 memorandum of settlement. Mr Coones explaIned that the Umon was hesItant to agree to
such payments after havIng done so In 1998 wIth negatIve reactIOn from ItS members The 1998
language was placed In eVIdence before me, and provIded as follows
Lump Sum Payments
EffectIve the date of ratIficatIOn by the Employer all permanent employees In the
employ of the Employer shall receIve a lump sum payment of mne hundred
dollars ($900 00) less deductIOns for Income tax purposes"
Mr Zachar testIfied that after ratIficatIOn of the 2000 collectIve agreement, he was advIsed that
the $400 payment contemplated by artIcle 222 was Indeed taxable He acknowledged that he
was "surpnsed" to learn thIS He notIfied Mr Coones bye-mall dated August 28 2000 and
"antIcIpated problems" Mr Coones stated that he raised the Issue WIth Mr Zachar a few tImes
subsequently pOIntIng out that the IntentIOn at the bargaInIng table was that employees would
receIve $400 and not somethIng less He dId not recall Mr Zachar ever dIsagreeIng wIth such
charactenzatIOn of the partIes' agreement.
It IS common ground that the Employer purported to comply wIth ItS oblIgatIOns under artIcle
22 2(b) by paYIng to elIgIble employees the sum of $400 less deductIOns
9
Mr Coones' eVIdence was that he understood that employees would receIve $400 pursuant to
artIcle 22.2, and not $400 less deductIOns He stated that the Umon would not have accepted the
Employer's offer had It understood that employees would receIve less than $400 He testIfied
that he stated a couple of tImes dunng bargaInIng that employees "had to have $400 to spend."
Mr Zachar acknowledged that Mr Coones commented accordIngly but IndIcated that he vIewed
thIS as "postunng" by the Umon. Mr Coones also relIed on hIS comment dunng bargaInIng that
employees would not have the same "buYIng power" as dId the Employer AgaIn, Mr Zachar
recalls such dIscussIOn. Further Mr Coones testIfied that he understood that employees would
receIve $400 based on hIS recollectIOn of Mr Zachar saYIng, "$400 - cash In hand." Mr
Coones explaIned that he dId not belIeve at the tIme that the $400 whIch the Umon regarded as a
clothIng allowance was taxable The partIes stIpulated for present purposes that the safety boot
allowance provIded under the collectIve agreement had never been taxable and Mr Coones
IndIcated that he understood that the payment In Issue here would be treated sImIlarly
Ms ChaykowskI also testIfied that she understood that employees would receIve $400 notIng
that there was no mentIOn dunng bargaInIng of deductIOns She agreed that there were many
Issues on the table dunng 2000 negotIatIOns, and that relatIvely lIttle tIme was spent on artIcle
22
Mr Zachar gave eVIdence that the artIcle 22 2 language here In Issue was one of approxImately
250 proposals consIdered by the partIes In 2000 negotIatIOns, and that "not a lot of tIme" was
devoted to It. He stated that there was no dIscussIOn dunng bargaInIng wIth respect to
deductIOns, taxes or net payments In relatIOn to the $400 payment. Mr Zachar testIfied that the
Employer never Intended that the payment In Issue would be a net payment. He agreed In cross-
eXamInatIOn that dunng bargaInIng, he was operatIng on the assumptIOn that such sum was not
taxable, charactenzIng It as a transfer of expenses He candIdly acknowledged that the "notIOn
of tax" sImply dId not enter hIS mInd, and he noted that the FInance Department representatIve
on the Employer's bargaInIng team who would have advIsed on such matters, had "a poor
attendance record" at negotIatIOns He agreed that It would not have been unreasonable for the
Umon to conclude that each employee would receIve $400
10
Mr Zachar testIfied that the Employer "would not lIkely have agreed" to the proposal In Issue If
a net payment of $400 were reqUIred. He IndIcated that the Employer "avOIds" such payments,
as they "can be dIfficult." Mr Zachar descnbed that It would be necessary to do an IndIVIdual
calculatIOn for each of the three hundred affected employees to determIne the sum payable to
amve at a $400 net payment, and that he dId not know If such "labonous" calculatIOn could be
made untIl after the IndIVIdual's annual Income and deductIOns were known. He had "no Idea"
of the cost to the Employer If the $400 was to be treated as a net payment.
Mr Zachar compared the payment contemplated by artIcle 22 2 wIth a general wage Increase
He noted that the partIes do not specIfy that a wage Increase IS subJect to tax, and yet statutory
deductIOns are made
THE ARGUMENT
The Umon asks me to uphold ItS gnevance on the basIs of what It asserts to be the clear language
of artIcle 22.2(b) Counsel submIts that the said provIsIOn reqUIres that the Employer pay to
elIgIble employees the sum of $400 and that the Employer vIOlated the collectIve agreement In
paYIng somethIng less
The Umon suggests that the Employer here erred In faIlIng to apprecIate that the payment In
Issue was taxable and that the Employer In effect asks that I rectIfy the collectIve agreement, and
read Into It that the $400 payment was subJect to deductIOns The Umon argues that there IS no
basIs upon whIch I can properly do so here relYIng upon Re FPC Flexible Packaging Corp and
Graphic Communications International Union, Loc 500M (2002), 108 L AC (4th) 327
In the alternatIve, the Umon submIts that the language In Issue IS latently ambIguous, and on that
basIs It asks that I rely upon extnnsIc eVIdence of negotIatIng hIStory to resolve such alleged
ambIgUIty
Counsel asks me to consIder all of the eVIdence, and to conclude that the partIes Intended that
employees would receIve the sum of $400 each. She suggests that the eVIdence pertaInIng to the
partIes' negotIatIOns on February 8 2000 IS of partIcular sIgmficance The Umon urges me to
11
find that Mr Zachar on that day represented to the Umon that employees would receIve "$400
cash In hand." Counsel asks me to reJect Mr Zachar's eVIdence that he also stated on February
8 2000 that "It IS money they don't have now" The Umon notes Mr Coones' eVIdence,
accepted by Mr Zachar that he advIsed the Employer dunng bargaInIng, that employees needed
"$400 to spend on clothes" The Umon further relIes upon Mr Coones' testImony that he
dIscussed at the bargaInIng table the fact that employees IndIVIdually would not have the same
"buYIng power" as the Employer and would not be able to take advantage of dIscounted costs
Counsel notes as well that when Mr Coones commented In bargaInIng on March 6 2000 that the
Employer's offer of $450 for clothIng and safety boots would only leave $325 for clothIng, there
was no eVIdence that the Employer suggested that such amount would be subJect to deductIOns
The Umon submIts that ItS understandIng that the payment In Issue would not be taxable was
"reInforced" by the fact that the Employer tabled a sIngle proposal pertaInIng to safety shoes and
clothIng allowance on March 6 2000 safety shoes not subJect to tax. Further Counsel suggests,
Mr Zachar's reactIOn upon learmng post-ratIficatIOn that the payment In Issue was taxable IS
noteworthy as IS Mr Coones' undIsputed eVIdence that Mr Zachar dId not dIsagree when Mr
Coones InsIsted that the partIes Intended employees to receIve $400
The Umon argues that It thus understood In bargaInIng that employees would receIve $400 each,
and Indeed Mr Zachar acknowledged In cross-eXamInatIOn that such belIef was not
unreasonable
The Umon further relIes upon the partIes' 1998 and 2000 memoranda of settlement, and asks me
to find that the partIes have clearly IndIcated where lump sum payments are subJect to
deductIOns It asks that I consIder the sIlence on the Issue of deductIOns In the current artIcle
22 2(b) In that context.
The Umon suggests that neIther party belIeved that the $400 payment here In Issue was taxable
dunng collectIve bargaInIng, and that there was no reason for the Umon under such
CIrcumstances to demand language provIdIng for a net payment. In the Umon's submIssIOn, the
Employer was mIstaken In ItS understandIng of the tax ImplIcatIOns of ItS proposal, and the
burden of such mIstake must be borne by the Employer In Counsel's submIssIOn, It IS the
Employer's oblIgatIOn to remIt tax, and It IS up to the Employer to be aware of ItS oblIgatIOns In
12
thIS regard. The extnnsIC eVIdence before me, Counsel submIts, IS clear and cogent and
establIshes that both partIes understood that employees were to receIve $400 Whether or not
such agreement IS dIfficult for the Employer to admInIster IS not the Issue Counsel argues
Rather I must hold the partIes to theIr agreement, uphold the gnevance, and order the Employer
to pay to each elIgIble employee the sum necessary to top up the payments made to $400
The Employer In response argues that the Umon here seeks a financIal benefit. Counsel submIts
that arbItrators recogmze that clear language IS reqUIred to express the IntentIOn to confer such a
benefit, relYIng upon Canadian Labour Arbitration, Brown and Beatty 3rd Ed. Re Canada Post
COlp and C UP W (1993), 39 LAC (4th) 6 and Re Cardinal Transportation B C Inc and
C UP.E. Loc 561 (1997), 62 L AC (4th) 230 In support of such proposItIOn. He suggests that
the Umon must establIsh wIth clear eVIdence therefore that the partIes Intended that the
Employer would pay an amount In excess of $400 for each employee so as to net each employee
the sum of $400
The Employer further argues that artIcle 22.2(b) IS clear and unambIguous In requmng a lump
sum payment of $400 to elIgIble employees Such payment, Counsel asserts, IS not an
allowance, and the eVIdence establIshes that It need not be spent on clothIng. Counsel notes that
the Umon does not contest the Employer's assertIOn that such payments are taxable, but merely
takes the posItIOn that It IS for the Employer to make whatever payment IS reqUIred so that each
affected employee receIves a net $400 In the Employer's submIssIOn, the clear language before
me does not provIde for such result.
The Employer refers to sectIOn 153 (1) of the Income Tax Act whIch states as follows
Payment of Tax
(1) Withholding - Every person paYIng at any tIme In a taxatIOn year
(a) salary wages, or other remuneratIOn.
13
shall deduct or wIthhold from the payment the amount determIned In accordance
wIth prescnbed rules and shall, at the prescnbed tIme, remIt that amount to the
ReceIver General on account of the payee's tax for the year
The Employer argues that It IS an employee earmng salary wages or other remuneratIOn who IS
reqUIred to pay Income tax under the provIsIOns of the Act, and that ItS oblIgatIOn IS merely to
wIthhold tax on an employee's behalf An employee's earmngs, Counsel submIts, are not
reduced by the amount wIthheld. Rather such amount contInues to be Income of an employee
remItted on hIS or her behalf to the government. The Employer argues In effect, therefore, that It
has paid to each elIgIble employee the sum of $400 as reqUIred by artIcle 22 2(b), but that It has
also fulfilled ItS oblIgatIOn to remIt a certaIn portIOn of such payment to the ReceIver General
Such remIttance pursuant to the Income Tax Act does not, Counsel submIts, alter the fact that
elIgIble employees have been Issued $400 In accordance wIth the collectIve agreement.
WhIle the Employer does not concede that the language before me can be reasonably Interpreted
In the manner advanced by the Umon, Counsel suggests nonetheless that where two dIfferent
InterpretatIOns of language are possIble, one must look at the reasonableness of each In
determInIng what the partIes Intended. Counsel argues that It would be an "astronomIcal
problem" for the Employer to determIne how much would be payable to each IndIVIdual
employee to arrIve at a net payment of $400 The Employer further submIts that the Umon's
posItIOn here necessanly gIves nse to "vanabIlIty" In the amounts paid to dIfferent employees,
those In hIgher tax brackets requmng a hIgher gross payment to YIeld the $400 net payment than
those In a lower tax bracket. GIven such alleged anomalIes, the Employer submIts, very clear
language would be reqUIred to conclude that thIS was what the partIes Intended. Counsel refers
to the decIsIOns In Re International Assn. of Machinists and Aerospace Workers, Loc Lodge No
482 and Airconsol Aviation Services Ltd [1998] C.L.AD No 651 and Re Hamilton
Entertainment and Convention Facilities Inc and International Alliance of Theatrical Stage
Employees and Moving Picture Operators of United States and Canada, Loc 129 (1996), 52
L.A C (4th) 178
Counsel for the Employer further urges me to read artIcle 22 2(b) In lIght of the partIes' 2000
memorandum of settlement In ItS entIrety The Employer asks that I conclude that where the
14
partIes have Intended payments to be net, they have been careful to express that In very clear
terms ArtIcle 22.2(b) IS to be contrasted accordIngly Counsel submIts
The Employer asks me to note that contractual provIsIOns WIth respect to wages, for example are
sIlent on the Issue of tax treatment, and yet no one would suggest that the Employer has faIled to
adhere to the wage scale Included In the collectIve agreement because the necessary statutory
deductIOns were made
In the alternatIve, the Employer argues that even If the language In Issue before me IS regarded as
latently ambIguous as submItted by the Umon, the extnnsIC eVIdence adduced by the partIes
would not permIt me to conclude that the collectIve agreement has been breached.
Counsel asks me to bear In mInd that the eVIdence here pertaIned to negotIatIOns between two
SophIstIcated partIes, both wIth expenenced spokespeople UltImately he argues, the language
agreed to by the partIes must determIne the nghts and benefits In Issue One must be very
cautIOus, Counsel suggests, In attnbutIng great sIgmficance to bargaInIng table dIscussIOns In the
face of clear contractual language The partIes are not, Counsel pOInts out, gIVIng eVIdence
dunng negotIatIOns, but are engaged In a process aimed at sellIng the posItIOn they are
advancIng. Counsel commends to me the comments of the board of arbItratIOn In Re Sudbwy
District Roman Catholic Separate School Board and OE.C TA. (1984), 15 LAC (3d) 284
In any event, Counsel suggests that the Umon here relIes largely upon Mr Zachar's alleged
February 8 2000 comment that employees would receIve $400 "cash In hand." The Employer
suggests that even the Umon' s eVIdence as to what was said by Mr Zachar IS not consIstent. The
Employer argues further that such comment must be consIdered In context. Mr Zachar was
clear that he understood that most employees In the Warehouse were not weanng umforms under
the former collectIve agreement provIsIOns, and were therefore, reapIng no benefit from the
prevIOUS language He vIewed It as a sellIng pOInt to the Umon that such employees could only
gaIn from any monetary payment, as they would receIve momes wIthout relInqUIShIng any
benefit of whIch they were avaIlIng themselves Mr Zachar also testIfied that the Employer
sought to be relIeved of ItS oblIgatIOn to supply umforms, that It had been paYIng $444/employee
on account ofumforms, and that It was prepared to accept a "net even result."
15
Counsel also asks me to consIder the partIes' exchange on February 8 2000 In the context ofMr
Coones' acknowledged comment that the Employer's offer of $400 was "a bargaIn." The
Employer suggests that such payment could only be construed accordIngly If the Employer was
In fact lIable for a payment less than $444 and not If It was to be "grossed up" to a hIgher figure
resultIng In a net payment of $400
Further the Employer suggests that even If I accept the Umon's eVIdence as to what was said on
February 8 2000 Mr Zachar's comments cannot be regarded as a clear representatIOn to the
Umon that employees would receIve a net amount of $400 Rather the Employer argues, Mr
Zachar's dIscussIOns wIth the Umon remaIn ambIguous at best wIth respect to the Issue before
me, and cannot assIst In determInIng the partIes' mutual IntentIOns The eVIdence Counsel
asserts, merely establIshes that the partIes dId not address the tax ImplIcatIOns of the provIsIOn In
dIspute It does not follow from thIS that they mutually Intended that the Employer would pay
out a sum In excess of $400 to each elIgIble employee ThIS, coupled wIth the fact that the
comments relIed upon were made on only one occaSIOn, wIth several dIfferent proposals
folloWIng before agreement was reached, should lead me to conclude the Employer argues, that
the InterpretatIOn of artIcle 22.2(b) urged upon me by the Umon cannot be accepted. Counsel
argues that the Umon must adduce clear cogent and uneqUIvocal eVIdence to support the
constructIOn of the language It advances before me, and that It has faIled to do so The Employer
refers to Canadian Labour Arbitration, supra, and the decIsIOn In Re Strait Crossing Joint
~Tenture and International Union of Operating Engineers (1997),64 L AC (4th) 229
In addItIOn, the Employer suggests that the Umon here seeks to rely upon ItS assumptIOn that the
payment In Issue was not taxable Counsel submIts that there was no oblIgatIOn on the Employer
In collectIve bargaInIng to advIse the Umon of the tax ImplIcatIOns of proposals consIdered by
the partIes, and that the Umon here asks me In effect to provIde for a net payment of $400
despIte the faIlure of the partIes to negotIate that. Counsel urges me to conclude that there IS no
basIs upon whIch I can properly do so and asks that I deny the gnevance
THE DECISION
16
Both partIes argue that the language of artIcle 22 2(b) IS clear and supports the posItIOn that they
advance In these proceedIngs The said provIsIOn reqUIres that the Employer Issue to all elIgIble
employees "a lump sum payment of $400 " The Umon does not challenge the Employer's
assertIOn that such payment IS properly treated as a taxable benefit for purposes of the Income
Tax Act and I therefore proceed on the basIs that thIS IS so The Issue before me IS sImply
whether the collectIve agreement reqUIres a payment of $400 after tax to elIgIble employees, or a
payment of $400 less deductIOns
I accept at the outset the Umon's argument that I must Interpret the collectIve agreement before
me, and that I have no JunsdIctIOn here to "read Into" the contract provIsIOns whIch the partIes
dId not negotIate
I also accept the Employer's posItIOn that clear language IS generally reqUIred before the
IntentIOn to confer a monetary benefit IS construed from contractual language I refer In thIS
regard to Re Cardinal Transportation, supra, where ArbItrator DevIne stated
"Where a monetary benefit IS asserted, It normally falls to the Umon to show In
clear specIfic and uneqUIvocal terms that the monetary benefit IS part of the
employee's compensatIOn package Such an Intent IS not normally Imposed by
Inference or ImplIcatIOn." (at p 5 QL versIOn)
The Umon submIts that artIcle 22 2(b) IS "clear specIfic and uneqUIvocal" In requmng the
Employer to pay to each elIgIble employee the sum of $400 after deductIOns WhIle I have
carefully consIdered the Umon's posItIOn, I am not convInced that the clear language of the
collectIve agreement provIdes for such result.
In reachIng thIS concluSIOn, I have consIdered artIcle 22.2(b) In the context of other provIsIOns of
the memorandum of agreement sIgned by the partIes In July 2000 The partIes agreed thereIn to
"a net payment after deductIOns" of eIther $500 or $300 dependIng on employee status Dunng
2000 negotIatIOns, therefore, the partIes clearly and expressly addressed, at least In these
Instances, where lump sum payments were Intended to be net payments I accept the Employer's
argument that theIr faIlure to use sImIlar language In the same memorandum of agreement to
descnbe the payment reqUIred under artIcle 22.2(b) must be regarded as tellIng.
17
I have also consIdered sectIOn 153(1) of the Income Tax Act, settIng out the Employer's
oblIgatIOn to wIthhold and remIt to the ReceIver General the reqUIred sums from salary or wages
There IS no dIspute here that the Employer dId Indeed Issue gross payments of $400 for affected
employees, the Umon merely argUIng that such employees should each have receIved net
payments of $400 The Employer submIts, however and I accept, that the fact that It IS
statutonly reqUIred to remIt a portIOn of such payment to the ReceIver General on behalf of each
affected employee does not alter the fact that each such employee has been "Issued a lump sum
payment of $400" In cross-eXamInatIOn, Mr Zachar made the pOInt that a wage settlement IS
treated In the same fashIOn. He testIfied that where the partIes negotIate a 2% wage Increase, for
example, they do not specIfy that such Increase IS subJect to deductIOns, and yet the Employer
when ImplementIng such Increase, deducts tax. Umon Counsel suggested In cross-examInIng
Mr Zachar that the key dIfference IS that "people are well aware that they have to pay taxes on
wages" With respect, however I do not see that thIS alters the InterpretatIOn of collectIve
agreement language whIch the Umon asserts to be clear on ItS face
The case before me bears certaIn sImIlanty to the decIsIOn In Re Airconsol Aviation Services
supra, and I find ArbItrator Outhouse's conclusIOns helpful In consIdenng the Issue before me
The collectIve agreement there reqUIred that the employer would "assume the full cost, If any of
parkIng. " The employer rented parkIng spaces for the use of ItS employees, and treated the
provIsIOn of free parkIng to employees as a taxable benefit, resultIng In a slIght Increase In
Income tax and CPP deductIOns The Umon argued that the employer was oblIged to assume the
"full cost" of parkIng By treatIng parkIng as a taxable benefit, the Umon asserted, employees
were subJ ected to Increased deductIOns for Income tax and thereby Incurred a cost for parkIng.
ThIS, the Umon submItted, constItuted a vIOlatIOn of the collectIve agreement.
In dISmISSIng the gnevance before hIm, ArbItrator Outhouse stated as follows
"It must be taken as a gIven, therefore that the Employer IS reqUIred by law to
treat the cost of provIdIng free parkIng to employees as a taxable benefit and to
make appropnate deductIOns for Income tax and CPP In relatIOn thereto The
only questIOn whIch remaInS to be decIded, therefore IS whether the Employer IS
somehow oblIged to reImburse employees In order to offset the tax Impact of such
treatment.
18
I have concluded that the Employer IS not so oblIged. ArtIcle 20 05 reqUIres the
Employer to assume the full cost of provIdIng parkIng to employees In
fulfillment of thIS reqUIrement, the Employer has leased parkIng spaces from
Transport Canada for whIch It pays the entIre cost, IncludIng HST The fact that
parkIng IS a taxable benefit under the Income Tax Act IS not of the Employer's
dOIng. NeIther does It Increase the cost of provIdIng parkIng. What It does do IS
Increase the taxable Income of employees whIch, In turn, Increases theIr
deductIOns for Income tax and CPP Such deductIOns are not parkIng cost.
Rather they are provIsIOnal amounts whIch are remItted to Revenue Canada by
the Employer based upon a statutory formula. Whether a partIcular employee wIll
ultImately be out of pocket by the amount of the Increased deductIOns IS
ImpoSSIble to say wIth any certaInty As pOInted out by the Employer tax
Impacts vary from employee to employee dependIng upon theIr total taxable
Income and allowable deductIOns LIabIlIty for Income tax and CPP contnbutIOns
IS ultImately a matter whIch rests between the IndIVIdual taxpayer and Revenue
Canada. The extent of such lIabIlIty may well be affected by the provIsIOn of free
parkIng, but that effect, whatever It turns out to be In any IndIVIdual case, cannot
be said to be a parkIng cost.
To put the matter a slIghtly dIfferent way when the partIes used the words 'full
cost of parkIng' In ArtIcle 2005 I am satIsfied that what they had In mInd
was the charge or charges for the physIcal parking facIlItIes It IS hIghly unlIkely
In my VIew that they had wIthIn theIr contemplatIOn possIble tax consequences of
provIdIng free parkIng to employees Indeed, It would be ImpossIble to ascertaIn
such a 'cost' untIl the end of the taxatIOn year and the Impact would vary from
employee to employee In my Judgment, thIS vanabIlIty IS a tellIng IndIcator that
what we are dealIng wIth here IS not a parkIng cost at all It IS not a part of the
consIderatIOn beIng paid for the physIcal parkIng facIlItIes Rather It IS a tax
lIabIlIty that IS Imposed upon the employees by operatIOn of law In CIrcumstances
where theIr employer provIdes them wIth free parkIng." (at paras 9 10 and 11)
I recogmze as pOInted out by Umon Counsel, that the collectIve agreement before me reqUIres
payment of a specIfic sum In contrast to the language before ArbItrator Outhouse I note that
here too however the Umon's argument necessanly contemplates a certaIn vanatIOn In the
amount payable to each employee to amve at a net payment of $400 dependIng upon IndIVIdual
tax CIrcumstances The Umon pOInted out dunng these proceedIngs, that whether or not the
Employer reqUIred that the momes In Issue be applIed towards clothIng costs, the Umon regarded
such payment as a clothIng allowance It asked me to note that the contractual provIsIOn In
questIOn here IS found under the headIng "Umforms, AttIre and SpecIal Allowances" In my
VIew such "vanabIlIty" In what the Employer would be reqUIred to pay on account of what the
19
Umon charactenzes as "clothIng allowance," IS a "tellIng IndIcator" here as well In consIdenng
the language of artIcle 22 2(b)
After consIdenng all of the eVIdence, therefore, I must conclude that the Employer dId not
vIOlate the clear language of artIcle 22.2 (b) In paYIng to elIgIble employees the sum of $400 less
deductIOns AccordIngly In my VIew the gnevance before me must be demed on the basIs of the
clear language of artIcle 22 2(b)
Even If I were to accept the Umon's alternate posItIOn that such eVIdence reveals a latent
ambIgUIty In artIcle 22 2 (b), and that eVIdence of the partIes' negotIatIng hIStory should be relIed
upon therefore as an aid to InterpretatIOn, my conclusIOn wIth respect to the dISposItIOn of the
gnevance would be the same
I have consIdered the decIsIOn In Re Sudbury District Roman Catholic Separate School Board,
supra, relIed upon by the Employer and although ArbItrator Adams was there addressIng an
allegatIOn of estoppel anSIng out of dIscussIOns dunng collectIve bargaInIng, the VIews he
expresses are equally apt In the present context
"I emphasIze that eVIdence establIshIng an estoppel In the form of a representatIOn
made dunng negotIatIOns and InCOnsIstent WIth the clear wordIng of a collectIve
agreement must be In the form of clear and cogent eVIdence Labour relatIOns
statutes In all CanadIan JunsdIctIOns reqUIre that a collectIve agreement be In
wntIng and It IS sImply too easy for partIes In dIfficult negotiatIOns, on the
conclusIOn of a collectIve agreement, to allege that representatIOns were made
contrary to the document sIgned. Much IS Said In collectIve bargaInIng
negotIatIOns and because of the nature of that process, partIes tend to hear what
they wIsh to hear TactIc and strategy underlIe the commumcatIOns between the
partIes as they attempt to persuade and caJole each other Into agreement. But It IS
well understood that on the conclusIOn of a collectIve agreement, the partIes'
nghts are to be found In the words employed In the agreement and not In the
ratIOnale and arguments made dunng negotIatIOns precedIng the document's
executIOn." (at pp 286-287)
The Umon argues In effect that extnnsIC eVIdence of the partIes' dIscussIOns dunng collectIve
bargaInIng reflects theIr mutual IntentIOn that employees would receIve a net payment of $400
pursuant to artIcle 22.2(b) of the collectIve agreement, and that the provIsIOn In Issue should be
Interpreted accordIngly AssumIng for present purposes, wIthout findIng, that artIcle 22.2(b) IS
20
latently ambIguous, I turn to consIder the eVIdence of bargaInIng hIStOry relIed upon by the
Umon as an aid to InterpretatIOn.
CertaIn conclusIOns can be reached from such eVIdence FIrst, Mr Zachar tabled an offer of
$400 on February 8 2000 seekIng the Umon's agreement to delete the prevIOUS artIcle 22.2 The
Umon was aware at that tIme that the Employer was paYIng $444 per employee pursuant to the
former provISIOn. Mr Coones responded that the sum of $400 would be "a bargaIn" for the
Employer and Mr Zachar replIed wIth words to the effect, "$400 - cash In hand, cash In the
bank." Mr Zachar understood that many Warehouse employees were not weanng the umform
provIded by the Employer under the former collectIve agreement, and any such employees were
therefore reapIng no benefit from the pre-exIstIng language There were no dIscussIOns at the
bargaInIng table regardIng the taxatIOn of the sum offered by the Employer both proceedIng on
the assumptIOn that It was not subJect to tax.
Mr Coones was clear In bargaInIng that employees needed "$400 to spend on clothIng,"
commentIng on the relatIve bUYIng power of the Employer and IndIVIdual employees Further
when Mr Coones noted on March 6 2000 that the Employer's $450 proposal relatIng to clothIng
and safety shoes amounted to only $325 for clothIng, there was no eVIdence that anyone
responded that employees would receIve less than $325
Mr Zachar was surpnsed to learn after the partIes' contract was ratIfied that the $400 payment to
whIch the partIes agreed was Indeed subJect to taxatIOn, and he antIcIpated problems In so
adVISIng the Umon. Mr Coones subsequently IndIcated to Mr Zachar that the partIes had
Intended each elIgIble employee to receIve $400 and there was no eVIdence before me
suggestIng that Mr Zachar took exceptIOn to such assertIOn. Indeed, Mr Zachar acknowledged
In these proceedIngs that the Umon's understandIng In thIS regard was not unreasonable
The Umon asserts that the eVIdence before me assIsts In resolvIng the alleged ambIgUIty In
artIcle 22.2(b) In so much as It demonstrates the mutual IntentIOn of the partIes that elIgible
employees would receIve the net sum of $400 pursuant to the said provISIOn. It argues that
artIcle 22 2(b) reqUIres that the Employer pay on behalf of each elIgIble employee a gross sum In
excess of $400 whIch would result In net payments of $400 to affected employees
21
Even If one accepts that the extnnsIC eVIdence before me demonstrates the partIes' shared belIef
that employees would receIve $400 pursuant to artIcle 22.2(b), such eVIdence IS also clear that
the partIes understood that the Employer was only lIable for payments of $400 The partIes
sImply dId not contemplate that the momes In questIOn would be subJect to tax, and therefore
understood that the Employer would pay and employees would receIve the sum of $400 Indeed,
the Umon's charactenzatIOn of the Employer's $400 offer as a "bargaIn" can only be understood
accordIngly
The Umon In effect seeks payments In excess of $400 on behalf of each employee and urges me
to find that the eVIdence of negotIatIng hIStory demonstrates that the partIes contemplated a net
payment of $400 under artIcle 22 2(b) Even If I were to find that the language In Issue here IS
latently ambIguous and that extnnsIC eVIdence IS properly consIdered as an aid to InterpretatIOn, I
am not convInced that such eVIdence uneqUIvocally establIshes that eIther party Intended the
Employer to be lIable for payments In excess of $400 and I see no basIs for concludIng that thIS
was the partIes' shared understandIng of the negotIated language
AccordIngly even If I were to find that the language In Issue IS latently ambIguous and If I were
to therefore consIder the extnnsIC eVIdence adduced by the partIes, I would not conclude that
such eVIdence clearly establIshes the mutual IntentIOn of the partIes WIth respect to the Issue
before me, and does not demonstrate a shared understandIng that the Employer would pay sums
In excess of $400 pursuant to artIcle 22.2(b) so as to result In net payments of $400 to elIgible
employees
22
Therefore, even If I assume that there IS latent ambIgUIty In the language In Issue, I would not
consIder the extnnsIC eVIdence before me helpful In construIng artIcle 22.2 (b) I would
therefore be left to determIne thIS gnevance on the basIs of the contractual language, and for the
reasons artIculated above I would dIsmIss It.
For all of these reasons, the gnevance IS demed.
DATED AT TORONTO ONTARIO THIS 3rd day of November 2003
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"'ary[Lou Tims
Vice-Chair