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IN THE MATTER OF AN ARBITRATION
BETWEEN:
ONTARIO COUNCIL OF REGENTS FOR COLLEGES OF APPLIED ARTS AND
TECHNOLOGY IN THE FORM OF ST. LAWRENCE COLLEGE
(hereinafter called the "College")
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ONTARIO PUBLIC SERVICE EMPLOYEES UNION
(FOR ACADEMIC EMPLOYEES)
(hereinafter called the "Union")
,
GRIEVANCE OF DAVID GRIGHTMIRE
OPSEU #241713
BOARD OF ARBITRATION: Richard H. McLaren, Chairman
Ron Kelly, Union Nominee
Richard O'Connor, College Nominee
COUNSEL FOR COLLEGE: Pat Brethour
COUNSEL FOR THE UNION: Andrew K. Lokan
A HEARING IN RELATION TO THIS MATTER WAS HELD AT KINGSTON, ONTARIO,
ON NOVEMBER 25, 2003.AN EXECUTIVE SESSION BY CONFERENCE CALL WAS
HELD ON 29 MARCH 2004.
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PRELIMINARY AWARD
At the time of the hearing in Kingston, Ontario, the parties agreed that the
Arbitration Board was properly appointed. There were no objections as to the composition
of the Board of Arbitration nor as to their authority to issue a final and binding decision in
this matter. The College raised a preliminary objection as to the arbitrability ofthe matter.
This Preliminary Award deals with that objection.
The Grievor had been a full-time employee of the College. He suffered from a
spinal tumour which required an operation which very unfortunately left him a paraplegic.
As a consequence, his medical needs included a special mattress to relieve and dissipate
pain build up. The mattress relieves pressure so that a person does not feel their skin
pinched while it supports you. The claim for the purchase of the mattress was denied by
the insurance carrier for the extended health plan. A grievance was filed on the 18th of
December, 2002, alleging:
That Article (5) 19/6 specifically but not exclusively and the
extended health care plan in that I have not been adequately
reimbursed for required prescribed items.
The settlement requested was for a declaration that the Collective Agreement had been
violated and an order for full compensation for the cost of the medical mattress.
In order for the parties Counsel to make argument to the Board of Arbitration they
filed as Exhibit #3 an Agreed Statement of Facts for the purposes of the preliminary
determination. The facts as agreed by Counsel are set out below.
1. The grievance concerns the alleged failure of the
Employer to reimburse the Grievor for required
prescribed items pursuant to the Extended Health Plan.
2. The Extended Health Plan is established pursuant to
Article 19.01 of the Collective Agreement, which
provides as follows:
19.01 The College shall pay 100% of the billed
premium of the Extended Health Plan for
..
employees covered thereby and subject to the
eligibility requirements of the Plan. Effective
October 1, 2002, the Extended Health Plan shall
be amended to provide for a combined
maximum annual coverage for all covered
paramedical services of $1,500.
3. Under Appendix 4 of the Collective Agreement, a Joint
Insurance Committee is established with equal
representation from the Union and the College
Compensation and Appointments Council. The duties
of the committee include:
. Development of the Specifications for the public
tendering of any negotiated benefits which may
be included in the Group Insurance Plan (to
cover the bargaining unit only); and
. Review of contentious claims and
recommendations thereon, when such claim
problems have not been resolved through
existing administrative procedures.
4. The current carrier for group insurance benefits is Sun
Life. Sun Life was selected pursuant to the "Request
for Proposal - Specifications for Group Insurance
Benefits" dated April 4, 1996, attached to this Agreed
Statement of Facts as Appendix A. The roles of the JIC
and Council of Regents (presently known as the
College Compensation and Appointments Council) with
respect to this document are set out in Appendix IV to
the Collective Agreement.
5. Benefits are described in a booklet entitled "Employee
Benefits for Academic Employees of the Ontario
Colleges of Applied Arts and Technology" effective
January 1, 2002" which is attached to this Agreed
Statement of Facts as Appendix B. This document was
developed by the Joint Insurance Committee.
6. Premiums for the Extended Health Plan are paid by the
employer, and are based upon actual experience.
Premiums are set in advance based upon an estimate
of the cost of paying claims, plus an administration fee
to be paid to Sun Life. The amounts paid in premiums
are subsequently reconciled against actual claims
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experience, so that the employer takes the benefit of
any surplus and must make up any deficit.
7. The Joint Insurance Committee regularly reviews claims
that are contentious between the parties. Sun Life also
attends meetings of the Joint Insurance Committee.
The Grievor's claim was discussed at meetings of the
Joint Insurance Committee held December 18, 2001,
February 1, 2002, March 1, 2002, May 21, 2002,
September 6, 2002, October 3, 2002, November 8,
2002, December 5, 2002, January 23, 2003, and March
13, 2003. No agreement was reached as to the
Grievor's claim for reimbursement. Minutes of the Joint
Insurance Committee Meetings for these dates are
attached as Appendix C
(Exhibit 3)
ARGUMENT
It is argued on behalf of the College that the grievance is not one properly before
the Arbitration Board as it is not capable of being arbitrated. The Board has no jurisdiction
to hear the matter because the extended health plan and the contract of insurance are
outside the scope of the Collective Agreement. Since 1972 the College has had a contract
with Sun Life Insurance Company of Canada for the administration and provision of the
extended health care benefits and long term care disability benefits required to be made
available under the Collective Agreement. The claim by the Grievor was submitted to the
plan carrier who denied the claim. The College submits that the only obligation it has
under the Collective Agreement is to arrange for the coverage and pay 100% of the
premiums. It is submitted that the only other reference to insurance is contained in
Appendix 4 of the Collective Agreement where there is mention of a "Joint Insurance
Committee". That provision sets up the purpose of the committee, which is to facilitate
communication between the Council of Regents and OPSEU and to report their
discussions to the plan carrier, Sun Life. Therefore, it is submitted that the only obligation
of the College is to pay premiums and that grievances arising from the denial of claims are
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not arbitrable unless the matter arises out of its failure to pay premiums which it does not
in this case.
It is further submitted that Sun Life is not a party of the Collective Agreement and
is not part of the arbitrable process contemplated by the Collective Agreement. There are
a number of College cases holding that the insurance policies are not incorporated into the
Collective Agreement and therefore not subject to a grievance.
In support of its position a reference was made to the following cases:
London Life Insurance Company v. Dubreuil Brothers
Employees Association, a Division of IWA Canada Local 2693
et al (2000) 49 O.R. (3d) p. 766 (C.A.); a unanimous
unreported decision of a Board of Arbitration chaired by
Arbitrator Swinton between Seneca College and OPSEU
involving the grievance of S. Shields dated March 4, 1983; an
unreported majority decision of a Board of Arbitration chaired
by Arbitrator Brent between Algonquin College and OPSEU
involving the grievance of S. O'Farrell dated January 3, 1985;
an unreported majority decision of a Board of Arbitration
chaired by Arbitrator Palmer between Mohawk College and
OPSEU involving the grievance of V. MacKay dated May 28,
1985; an unreported majority decision of a Board of Arbitration
chaired by Arbitrator Brown between Niagara College and
OPSEU involving a policy grievance dated July 21, 1998; an
unreported decision of a Board of, Arbitration chaired by
Arbitrator Shime between George Brown College and OPSEU
involving the grievance of W. T evens dated June 7, 1999; an
unreported unanimous decision of a Board of Arbitration
chaired by Arbitrator Brent between George Brown College
and OPSEU involving the grievance of B. Richmond dated
June 14, 2001.
It is submitted on behalf ofthe Grievor and the Union that the Collective Agreement
provides for an Extended Health Plan at the employer's cost and sets out benefits which
are to be determined within a framework in which the Joint Committee is part of the
process together with the insurance company. The specification for the public tendering
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of insurance carriers sets the specific benefits to be provided by the insurance. This role
ofthe Joint Committee brings the benefits of the insurance within the collective agreement
language and makes the grievance arbitrable. The parties treat the Joint Committee as
having more than an advisory role because they are negotiating benefits on hearing
contentious claims and making recommendations thereon. Therefore, the grievance is
arbitrable.
In support of the position of the Union and the Grievor reference was made to the
following cases:
London Life Insurance Company v. Dubreuil Brothers
Employees Association, a Division of IWA Canada Local 2693
et aI, supra; City of Ottawa v. Ottawa-Carleton Public
Employees Union, Local50378 LAC. (4th) 225 (Ontario Keller
1999); Dimplex North America v. United Steelworkers of
America, Local 8698 111 LAC. (4th) 443 (Ontario Mitchnick
2002); City of Toronto v. Canadian Union of Public Employees,
Local 416 80 LAC. (4th) 385 (Ontario Beck 1999); City of
Greater Sudbury v. Canadian Union of Public Employees,
Local 4705 104 LAC. (4th) 124 (Ontario Marcotte 2002);
RELEVANT PROVISIONS OF THE COLLECTIVE AGREEMENT AND RELATED
DOCUMENTS
Article 17
SHORT TERM DISABILITY PLAN (STD)
Participation
17.01 A Effective April 1, 1991, all full-time employees
shall be covered by this plan.
Funding
17.01 B This plan shall be funded by the College.
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Article 18
LONG-TERM DISABILITY PLAN (L TD)
18.01 Employees shall pay the full premium of the present
Long-Term Disability Plan, the benefit level to be 60% of
monthly base salary in effect as of the date of disability
reduced by:
(i) any form of salary continuation from the
employer or benefit from an employer
sponsored retirement or pension plan;
(ii) any basic disability benefits payable from
government sponsored income security
programs (e.g. C/QPP, W.S.I., E.I., or
similar programs);
But this amount shall not be reduced by amounts payable
under:
(i) any privately sponsored group disability
insurance plan;
(ii) any increase in benefit arising from the
C/QPP as a result of an adjustment in the
Consumer Price Index.
Article 19
OTHER INSURANCE PLANS
Extended Health Plan
19.01 The College shall pay 100% of the billed premium of the
Extended Health Plan for employees covered thereby and
subject to the eligibility requirements of the Plan. Effective
October 1SI, 2001, the Extended Health Plan shall be amended
to provide for a combined maximum annual coverage for all
covered paramedical services of $1,500.00.
. . .
19.03 A The College shall continue coverage of Extended
Health (including Vision and Hearing Care) and Dental Plans
for the dependent survivor of a deceased employee for six
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months at no cost to the survivor. Thereafter, effective
September 24, 1998, at the option of the dependent survivor,
and subject to 19.03 A 2, the College shall continue such
benefits as were in force for the deceased employee at the
date of death, coverage continues until the end of the month
the deceased employee would have reached age 65 at which
point the survivor may elect to continue the normal retirement
benefits.
. . .
APPENDIX IV
JOINT INSURANCE COMMITTEE
Purpose of the Committee
1A The purpose of the Joint Insurance Committee is to
facilitate communication between the Council of Regents and
OPSEU on the subject of group insurance applicable to the
Academic Staff Bargaining Unit, including Basic Life,
Supplementary Life Insurance, Extended Health Insurance,
Long Term Disability Insurance, the Dental Plan and such
other negotiated benefits that may, from time to time, be
included in the group insurance plan.
18 Nothing herein shall prevent this Committee from
meeting jointly with any comparable committee, if established,
concerning the Support Staff Bargaining Unit should it be
mutually agreed between this Committee and such other
Committee.
1C It is understood that the group insurance benefits to be
provided to employees and the cost sharing arrangements
shall be as set out in the applicable Agreement and the
matters for consideration by this Committee shall be only as
set out in these terms of reference.
. . .
Composition of the Committee
2 The Committee shall be composed of an equal number
of representatives from the Council and OPSEU with not more
than eight representatives in total. At meetings of the
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Committee each party may be accompanied by up to two
resource persons to provide actuarial or other technical advice.
Additionally, when necessary, representatives of insurance
carriers shall attend meetings to provide information but shall
not act as resource persons for either party.
Duties of the Committee
3 The duties of the Committee shall consist of the
following:
1. development of the specifications for the public
tendering of any negotiated benefits which may be
included in the Group Insurance Plan (to cover the
bargaining unit only);
2. consideration and examination of all tenders
submitted in response to the specifications for tender
and preparation of a report thereon;
3. recommendation to the Council of Regents on
the selection of the insurance carrier or carriers to
underwrite the Group Insurance Plans;
4. consideration and recommendation to the
Council of Regents on the renewal of existing contracts
of insurance upon expiry;
5. review of the financial reports on the Group
Insurance Plan; and
6. review of contentious claims and
recommendations thereon, which such claim problems
have not been resolved through the existing
administrative procedures.
RELATED DOCUMENTS
Sun Life Assurance Company of Canada Policy
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DECISION
Counsel both agree that the London Life, case, supra, confines the earlier case of
Pilon v.lnternational Minerals and Chemical Corp. (1996), 31 O.R. (3d) 210 (C.A.). They
also both agree that the case reaffirms the method of deciding the arbitrability of benefit
entitlement claims by examining the language of the collective agreement to determine
into which of four categories originally identified in Brown & Beatty1 {B & B}, the particular
language falls. The issue between them is the appropriate characterization of the
collective agreement language. The College states that the only obligation of Article 19 is
to pay the billed premium ofthe Extended Health Plan {the "Plan"}. The Union asserts that
the role ofthe Joint Insurance Committee {the "JIC"} referred to in Appendix IV brings into
playa negotiation of benefits process which changes the applicable B & B category and
makes the matter arbitrable. This Board must determine which is the better
characterization of the collective agreement. In so doing this Board distinguishes the
Niagara College, case, supra because it is apparent that the board of arbitration
misconstrued its obligations following the Pilon case, which with the benefit of the London
Life case, it is now clearer that the particular board ought not to have taken jurisdiction
over the matter.
The collective agreement in Article 19 provides for the Plan. The same Article
stipulates that "100% of the billed premium" of the Plan is to be paid by the College. This
language would tend to place the characterization of the collective agreement within the
third category in B & B resulting in the grievance being inarbitrable. The Union asserts
there is more to the characterization than merely examining Article 19.
Aside from the last sentence in Article 19.01 in regard to paramedical services; the
Article also indicates that the Plan and the premium for it applies only to "employees
covered thereby and subject to the eligibility requirements of the Plan". The italicized
1 Canadian Labour Arbitration, 3rd ad. (Carswell, Toronto 1988)
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language while defining the scope of the billed premium also apparently incorporates more
into the Article than merely the billed premium. That language refers to the Sun Life
Assurance Company of Canada policy and the "eligibility requirements" therein. The
italicized language is properly characterized as incorporating in part the insurance policy
into the collective agreement. This suggests that the fourth category of B & B could have
some application to the determination of arbitrability.
The next step in the analysis is to look at Appendix IV of the collective agreement.
The Appendix creates the JIG. Its purpose is to "facilitate communication between the
Council of Regents and OPSEU on the subject of group insurance". It has been stated in
George Brown College, supra, at page 12, that the above quoted sentence "... denies any
intent by the parties that by providing a Joint Insurance Committee they intended to
incorporate by reference those groups of insurance plans into the Collective Agreemenf'.
The duties of the JIG are set out in clause 3. The JIG is to develop the
specifications for the public tendering of any negotiated benefits; consider and examine
submitted tenders and recommend selection of a carrier for any particular group insurance
plan. It also has jurisdiction to recommend on renewal of existing contacts of insurance
and is to review the financial reports on the group insurance plans. All of the foregoing
duties of the JIC are of a recommendation nature and are not binding upon the Council of
Regents and therefore on the College in the context of the facts of this case. The binding
obligation of the College is in Article 19. Therefore, the Board concludes that none of
these functions of the JIC are relevant to the proper characterization of the collective
agreement language in this matter.
Of greater significance is the sixth and final duty ofthe JIC. That is its role to review
contentious claims and make recommendations thereon. It is the submission of the
counsel for the Union that this makes the benefits provided under the Plan a creature of
collective bargaining and makes the proper characterization of the language wìthin
category two of B & B and thus an arbitrable grievance. It is also submitted that the JIC
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has de facto become a negotiation of benefit process between the College and the Union
both of whom have equal representation on the JIG.
The Board finds that the language of the Appendix does not provide for benefits.
It provides a recommendatory role to a committee while preserving the final decision to that
ofthe Council of Regents and in that capacity the College. The JIC recommendation may
be received but does not have to be accepted. Thus, the College is not obliged by this
process to provide certain benefits. It is the case that recommendations of the JIG on
contentious claims if accepted do ultimately affect the premium paid by the employer
because the insurance is based on actual experience. Therefore, the actions of the JIG
can have an impact on the amount of premium to be billed. That does not make their
actions one of a negotiating body for benefits. It remains a body with jurisdiction to
recommend payments on contentious claims. In the language of both the Weber v. Ontario
Hydro [1995] 2 S.C.R. 929 and the Regina Police Assn Inc v. Regina (City) Board of Police
Commissioners 9200), 183 D.LR. (4th) 14 the activities of the JIC are not within the
arbitrator's exclusive jurisdiction of disputes that arise expressly or inferentially out of the
collective agreement. The dispute here is not rooted in the collective agreement.
Another way of recognizing that this matter is not inferentially in the collective
agreement is to examine the claims process. The Grievor does not apply for benefits under
the tender by insurance companies interested in providing the insurance. After the JIC has
made a recommendation and an insurance company has been engaged to provide
benefits; then the Grievor applies under the insurance policy for payment of the benefit.
The policy is the governing document that determines payment and the decision of the Sun
Life to payor deny the claim. The JIG can review the denial of a claim but all it can do in
that review is recommend the payment of the claim. Therefore, the matter is not within the
Collective Agreement.
There is also an argument that the JIC has de facto become the body through whom
negotiated benefits are achieved and thus the benefits are incorporated into the Collective
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Agreement. The RequesHor Proposal referred to in paragraph 4 ofthe agreed facts does
set out the "Details of Benefits Program" and the "Benefit Details". In part VII it refers to
"Future Benefit Changes" where the Proposal states: "benefit changes occur through the
collective bargaining process for the Academic and Support Staff Groups ...". That is a
clear indication that benefits change through collective bargaining and not by the JIC.
A review of the Academic JIG meeting notes referred to in paragraph 7 of the
agreed facts does not support the assertion that the JIC negotiated benefits. It does
exactly what Appendix IV says it "[reviews] ... contentious claims" and makes
recommendations. The JIC has not become a committee through which benefits are
inferentially part of the collective bargaining process. It is a process which an employee
through the Union may take advantage of rather than pursuing a law suit against the
insurance company as is suggested in the Seneca College, case, supra. A process which
has already taken place for this Grievor.
Based upon all of the foregoing analysis this Board must conclude that the proper
characterization of Article 19 is that the collective agreement language ought to be
characterized as the College argued as being an obligation to pay an insurance premium
as set out in paragraph 3 of B & B. The extended references to Appendix IV and an
analysis of the role of the J IC does not alter that conclusion. Therefore, this Board must
conclude that the grievance is inarbitrable.
For all of the foregoing reasons the Board finds it is without jurisdiction to deal with
the grievance. The grievance is not within the exclusive jurisdiction of the Board of
Arbitration as comprising a dispute which arises expressly or inferentially out of the
collective agreement. Therefore the Board orders the grievance be dismissed as being
inarbitrable.
In making the foregoing determinations the Board does not reference the other
College authorities submitted as they do not deal with the Extended Health Article 19. The
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authorities submitted by the Union in each case deal with the appropriate characterization
of collective agreements which are different than the one for the community colleges. In
the view of the Board those cases do not assist it in the characterization it was required to
undertake.
--Lt.,
DATED AT LONDON, ONTARIO THIS'll DAY OF MARCH, 2004.
&lLl~i~t.
Chairman
I concur ~
I concur " 8i8~...."t
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