Staff Present: TR, GG, OE, GS, SN, PL
Notetaker: Steven Noble
Date: Wednesday, April 15, 1998
- GENERAL REBUTTAL DISCUSSION: APPEALS
- JOHN STEEVES
- Mr. Chairman on behalf of the BC Federation of Labour you should have a copy of I guess it's now our chapter thirteen, which is our appeal section. And I'm going to go through this and I think it will be substantially less than an hour and a half and in the best Review Board's tradition I'll be brief and be gone and so we start off with a section called:
- THE CURRENT STRUCTURE OF THE APPEAL SYSTEM
- We support the current appeal structure. We believe that two de novo appeals and one appeal on medical issues is an appropriate appeal system for workers' compensation matters.
- Our reasons for this position are as follows:
- The issues that come up in workers' compensation appeals are often extremely important. Whether an injury arose in the course of employment or whether a disease was caused by the work can be issues fundamental to the well being of workers and their families. Similarly, entitlement to a pension or its amount can be of vital importance to workers. The rights and responsibilities that arise from the workers' compensation legislation are of such significance that they need full and complete protection through more than one level of appeal to ensure a just and fair result.
- There is a role for an initial level of appeal that hears large numbers of appeals in a relatively informal manner and then other levels made decision in a different way. The emphasis at this first level is on getting through a large volume of appeals rather than crafting decision so they will be immune from judicial review. The approach should be more of an inquiry than an adversarial proceeding. This first level requires the jurisdiction to make findings of fact, law, and policy as well as the authority to consider expert evidence in areas such as medicine and other scientific areas. Some physical separation from the Board is desirable although being separate from the Board does not mean to workers that an organization is independent of the Board. And we heard a bit of this with discussion with Mr. O'Brien Mr. Chairman, and in our experience people phone up and say they have a decision from the Board and many times it's a decision from the Review Board. Or from the Appeal Division and one of the first things that an advocate has to do is kind of pin that down to find out what's going on and also track - to note the different time periods that are issue. So while we value the independence of the Review Board it's not always apparent to the people who use it.
- Having more than one level of appeal provides for a process of refinement of issues and fact. Much like the court system or other appeal systems there is value in having a first appeal decision which (apart from making a decision that is acceptable to the parties which may not be appealed further) focuses issues and facts so that the work of second and third level appeals is more efficient. This applies to all issues in the system but for very complicated cases there is refinement that permits subsequent levels of appeal and perhaps the courts to deal with the large and important issues.
- When there is more than one level of appeal the perception of the parties is that they will be receiving an independent second appeal of their case. An internal reconsideration does not provide the clear perception that a second level of appeal is independent.
- RESPONSE TO THE PROPOSAL FOR A ONE LEVEL APPEAL SYSTEM
- In his submission to the Commission Mr. O'Brien set out a detailed proposal for a one level appeal system.
- The BC Federation of Labour opposes this proposal for the following reasons:
- There would be no savings in cost by moving to this system (O'Brien, 70-71).
- One level of appeal is held out as a way of getting decisions faster (O'Brien 71). If this is the objective, and we agree it is an important one, then it can be accomplished by a statutory requirement to get decisions out within 90 days. The Appeal Division has demonstrated the value of that kind of provision.
- The proposal is not really a one level appeal but 4 or 5 levels in one: mediation, adjudication, health care advisory board, reconsideration and a right in the Board to make a referral to court. It is not clear why an appeal that went through all of these steps would take less time than currently.
- With regards to the proposal for a Health Advisory Panel ("HAP") we note that either party may requires that a panel make a referral to a HAP. Whether the panel holds a hearing or receives written submissions it will take time to make this determination. If the panel refuses the request this decision would not be appealable.
- If a HAP makes a decision on a medical issue the decision will be binding on everyone, including the panel. Since there could be no appeal except on the basis of an error of law there would be no further appeal of medical issues.
- We believe that opening appeals to the public will increase the length and cost of appeals as well as introduce new issues of confidentiality. As you know Mr. Chairman the confidentiality of files is a big concern to everybody in the system and we believe that if you open appeals to the public then some very new considerations and some very new issues of confidentiality will arise.
- The proposal does not include any policy role for the Appeal Tribunal. One of the duties of the Chief Appeals Commissioner is to sit as an ex officio member of governance. The following was the reasoning for this,
By that device, the Board of Governors will be able to ensure that its policies are clearly understood by the system's most senior adjudicator. And in that capacity, the Chief Appeals Commissioner will be a useful resource as to the actual impact of those policies in specific cases ("Munroe Committee" Report, 8 WCR 231 at 238).
We believe some linkage between the appeal system and the body that creates Board policy is desirable. The proposal for a one level of appeal does not provide for this linkage. And you will recall Mr. Chairman in our other previous submission we believe that the overall - there should be a greater linkage in terms of determining the quality of Board decisions - there should be a greater linkage between the appeal system and the Board and a one level appeal system - an external one level appeal system would in our view would exasperate that problem.
Q: When you say there should be a policy role for the appeal tribunal would that be for all levels of the various appeal tribunals - right now there's two of course - there's also an external review panel which is an appeal tribunal of sorts - so would they all have a policy role or how do you see that working?
A: Well, the - first of all the - I don't think it was envisioned that they have a policy role in the sense of determining policy. In fact the direction to the Appeal Division is the opposite - that they don't determine policy, they interpret the statute.
Q: Okay, if you are going to deal with that later, that's fine; I'm just picking up on it?
A: No, no; I just want to be clear about what we mean by policy role.
Q: Policy role.
A: The current system - Review Board, Appeal Division, Medical Review Panel seems to make sense from that point of view - that is bringing some policy linkage between the Board and the appeal system that is assuming they are - well - the Munroe Committee used the word "senior level of appeal" and I suppose that's true, although usually the Medical Review Panel is usually the last one. And it is final and binding but it makes sense to have that - that - the linkage between the Board and the policy function of the Board at that level because the Appeal Division in general here is the more complicated cases on policy levels - on policy issues. I don't think that it's necessary that every level of the appeal system have a policy linkage in a formal sense such as an ex officio presence on the Board, but that's not to say that there shouldn't be some informal relationship between - in the current structure the Review Board and the Board and I - Mr. O'Brien and I talked about that and you heard from us previously that we think that's one of the ways to - to assess the quality of Board decisions is to get some input from the Review Board.
Q: Could you not accomplish that linkage by continuing to have the Appeal Commissioner sit on the Board of Governors much as he or she does now - and report in to the Board of Governors?
A: I suppose you could - as I understand the proposal it's external and it's intended on being external in the sense of being independent. So you - you - it would counter to that idea of the independence of the appeal tribunal that is that - that it is physically separate but it's Chair sits on the governance board of the Board in an ex-officio capacity. As I understand the concept it is supposed to be physically separate and I'm assuming that - that the concept was by physically separate and - it meant it wouldn't have a structural relationship to the Board and in the same way that the Appeal Division has now.
Q: However most of if not all of the Panel of Administrators are now external to the system and in most organizations - private and public - most Boards of Directors - I would say 90% of them are external to the organization precisely for that - for some of the reasons you have spoken to - to have that external review and that second objective approach on issues. So it could conceivably work.
A: I'm not saying it's impossible; I'm saying it runs counter to the - as I perceive the independence.
Q: And there is one more issue; you do mention about having more than one level of appeal provides for a process of refinement for issues of fact which I think is correct, however, this proposal by Mr. O'Brien, although it is just a proposal - but to speak to that one at this point you note that he also suggests several levels of appeal within the sort of the main body that in fact one can segregate it down to four or five different phases or steps within the appeal process; wouldn't that accomplish the same thing - wouldn't it allow for the same refinement of issues and focus to the appeal process?
A: I think partly that's correct. But you don't get the - when you have different levels of appeal you have a - a - some finality to - to each stage. So when you - it's - you have a decision of the Review Board and they hear evidence and they deliberate on it and make a decision. Some of the evidence they hear doesn't show up in their decision. Some of the arguments don't even show up in their decision. And that's just how the system works. So if that decision appealed then it's - it's a - there's already a - I use the term clearinghouse later on - but there's already a kind of refinement of the issues simply by the fact of making a decision. I don't think you would have that by the internal levels to the same extent. I'm not saying you wouldn't have it at all - but and certainly the first part - the inquiry portion of it which I take to be case management as well as mediation - there is some refinement of the issues there but the point is that you with more than one level of appeal of decisions made - there's findings of fact; there's findings of law and policy and so on. And then that decision becomes the record that's appealed further on and it's that process - the finality of decision that's - that really really defines the issues later on.
Q: And I think that what strikes me is the definition - it's not just the definition but the consistency and if we are striving for fairness and equity in the system - would it not be better to have a process contained within one body so that the whole system can be improved in a consistent manner?
A: I suppose having one level of appeal would hold out the promise, or even the appearance of consistency because it's all within itself. I'm not sure that that's true in practical - as a practical matter - it seems to me that if you have - equally plausible is that you have one level of appeal that's independent in - which is very independent of the Board and you have even more than now - the independence becomes a very different way of doing things. So I'm not saying it's black and white - I'm saying there's a balance there between the independence - there has to be some linkage between the appeal system and the Board. And the system we have currently isn't perfect but it's - it's better than the proposal for the one level of appeal because we'd be concerned about the physical separation of the Board and the appeal system and you really have two worlds going on. And I suppose if we are concerned about internal consistency the Review Board struggles with that mightily itself right now. And it always has and I'm guessing it always will; that's just something that tribunals struggle with and courts too. And one of the things about the Review Board is that - they - they can have - because they are the first level of appeal - in a two level appeal system - they can have decisions that are more inconsistent among themselves than if they were a one level appeal and I'll come to that in a minute because the Appeal Division in a sense is there to fix the inconsistencies within the Review Board and you wouldn't have that with a one level of appeal.
Q: In your view that does not warrant - one does not outweigh any other concerns you might have - that it is important to have the consistency and policy making in a consistent format - so that the whole system can continue to revitalize and rejuvenate themselves in terms of how it addresses the whole issue - all the issues and claims before it. You don't think that - that may be an important enough issue to outweigh some other considerations or concerns you might have?
A: No, and in fact I think it - it - I think the point about the appeal system rejuvenating things is - I think that that's a good point - I would suggest though that you would have more rejuvenation - if that's the term we're using - with more than one level of appeal. That is, between themselves - there can be a robust debate about issues within different levels of appeal for that and that would be a more public debate. If there is more than one level of appeal because the decisions would be published as opposed - and so the decision itself would be part of the debate whereas if you have one level of appeal the debate can be just as robust within the one level of appeal but it's - we never see it. And that's true of every tribunal from in courts and I'm assuming commissions and so on.
- An internal reconsideration creates the perception that there is no independence to the reconsideration function. In some cases this may be a real problem since it is sometimes more difficult to overturn colleagues' decisions.
- Limiting any reconsideration to errors of law eliminates any further review of factual matters and any further review of medical issues. The latter especially are the heart of the compensation system. Important cases involving new areas of medicine and science will not have the benefit of deliberation at more than one level of appeal. It is reasonable to expect that judicial review applications in these circumstances will be more frequent and more successful. And Mr. Chairman we see the purposes of - in the current situation - there are two levels of appeals - the Review Board having the freedom if you like to make - as Mr. O'Brien put it - coveralls rather than tuxedos and that there is a next level of appeal to the Appeal Division and to be frank - I think one of the reasons for this second level of the appeal system - the Appeal Division - is to fix the Review Board decisions so that they are relatively immune from judicial review. If the Review Board had to concern themselves with that it would take more time; it would take more expense and so an advantage of the two level of appeal system is that the first level of appeal can make the best decision they can in the quickest time they can and the second level of appeal will take some of those decisions and we'll see how many they take in a minute - and they will - they will review those and provide a decision which is - and they have the time to deliberate because they don't have the same volume - and they as I say make it - they write a different kind of decision.
- Q: Just to go back, if I can, to the point before about the criticism you have about the reconsideration process. Are you suggesting that there be no internal review or reconsideration process when finished the initial adjudication is made - between that and the first appeal?
- A: In a one level appeal system?
- Q: In any level of appeal; let's say you have an initial adjudication and then you are going to appeal - either to an internal or external process - but to a different tribunal?
- A: Yes.
- Q: Should there be no process for a reconsideration of the initial adjudication by the Board itself?
- A: Well, the Board....
- Q: Like a Managers' Review type thing?
- A: The Board can always re-open and rehear any matter. We are not saying that should change.
- Q: But I'm talking about an informal review that a worker could request before engaging in any form of formal appeal decision? Do you see any merit in that?
- A: Do you mean the mediation - the alternate dispute resolution?
- Q: No, just a worker saying to the manager - I'm not happy with this decision by the adjudicator - can you review it?
- A: We call that managers' reviews now.
- Q: Yes.
- A: Yes. There's sort a checkered history to managers' reviews - I'm - before my time they started and I'm told they were brought in because a number of decisions of the Board which were needed - needed to - needed to be - sort of fixed and that may - that may at that time may have passed - currently a managerial review is available but it's of very limited effect. It - I think the current standard is that the manager will only intervene if the decision is against the overwhelming weight of the evidence and there may be some recent policy that may make it stronger - a stronger burden for them to intervene. I - there may be some value for that - from time to time we find that - that a decision is - is - is - so unusual - so against the policy or against the facts that a managerial review is useful. But those are rare circumstances and the - when we handle appeals we don't usually do that and we go through the appeal system. So to answer your question directly I don't think it should be ruled out but it should probably be there and I understand in Ontario they have an internal review which is quite different than the managerial review we have - that is I think historically - I don't know if it still does this - but it's - if the decision was a denial it is automatically went to an internal review and they were able to correct the high allow rates of the appeal system through that mechanism. So I think it should be there but I don't think it has a lot of use except in very unusual cases - extreme cases.
- Q: I gather you are saying then that if it is retained - the process should be optional, not mandatory?
- A: Yes, yes. That's right. And I think - I'm not sure - the authority for the managerial review must be under the re-opening provision of the Act. Something like that.
- The Board and now worker or employers has the right to take an issue to the Court of Appeal. Why the Board would want to do this is not clear since it retains control over policy and it can change that policy if it chooses?
- IMPROVING THE INQUIRY NATURE OF REVIEW BOARD PROCEEDINGS
- The Review Board is not perfect but, in our view, it is the kind of organization that fills the need for an initial level of appeal. When it works well it provides fast and informal hearings for workers and employers.
- The numbers demonstrate that the Review Board does operate as a kind of "clearinghouse" for large volumes of appeals. In 1995 the Review Board made 3,490 findings and 1,475 were appealed to the Appeal Division. Some findings were undoubtedly appealed to a Medical Review Panel but we believe this number to be quite small. The result is that about 58% of appeals to the Review Board were not appealed further. This also demonstrates that a large number of parties were satisfied with the Review Board finding.
- Similarly, the Review Board's role in dealing with large numbers of cases is confirmed by intake and decision data. In 1995 there were 11,386 Part I Notice of Appeals fined but 5,129 findings were made. This means that about half of the appeals that were commenced in 1995 did not proceed.
- Also, the Appeal Division is able to have fewer oral hearings because the Review Board does this and creates a record, which can be used by the Appeal Division.
- One obstacle to the informal nature of the work of the Review Board has been the increased activity of employers in the appeal process. This has made the process decidedly adversarial, as workers are having go fight the Board and the employer in the appeal process. Workers have become relatively disadvantaged in these circumstances and this is compounded by the fact that employers have more resources to employ consultants and other representatives. And there are very serious issues of confidentiality that arise when workers' claim files are disclosed to employers. A final feature of increased employer activity in the appeal system, especially at the first level, is that their presence creates additional delays.
- In September we heard from Dr. Thomason and he explained that employers were motivated to be more active in the appeal system and be advocated doing various things to restrict this negative aspect of experience rating assessment. He cited one study that concluded that employer appeals were higher in firms, particularly large ones that were experience rated. (Thomason 39; also 12, 41, 56, 100, 124).
- In our view a fundamental change is needed at the first level of appeal to try and restore the inquiry nature of appeals before the Review Board.
- We believe that employer should not be given party status at the Review Board. They may continue to participate as witnesses in order to provide evidence to the Review Board. However, they could not give arguments in a workers' appeal or commence their own appeal. In the event that the Review Board makes a finding and the employer does not accept that finding they would then have the right to take that matter to the Appeal Division. Employers would also have party status in any workers' appeal to the Appeal Division.
- These changes would expedite the work of the Review Board by relieving it of the procedural issues of dealing with two parties, they would reduce the adversarial tensions in the current system, they would facilitate the use of an inquiry model but they would also permit employers a right of appeal to the Appeal Division.
- RECOMMENDATION: We recommend that the Act be amended to provide that only workers have the right to appeal decisions of the Board to the Review Board.
- The concept there Mr. Chairman is to change the Review Board to wholly an inquiry model of an appeal system. That is it is up to the Review Board to make the inquiries through controlling their own procedures and so on and to deal with the appeal in the absence of the employer as a party.
- Q: So in effect you would see the role of the Review Board as a quality check on the adjudication process; what it would do is it would repeat what - it would ask for information relating to the file much as would an adjudication - as would happen under an adjudication process? You would just review information that was - sift through information as well as information that may be introduced?
- A: I think the proposal is more formal than that. It does have those aspects to it but it would be a legal proceeding with a decision, a finding, on an appeal so it's called an appeal but it's a - it's not simply - I mean historically the appeal system started with something called a compensation consultant - at one point one person who would take written requests from workers and go to the Board and look at the file and try to do something about it. And we are not suggesting moving in that direction. And if not a managerial review it's a form of appeal but it's as I say a wholly inquiry proceeding as opposed to an adversarial proceeding between the worker and the employer.
- Q: Which is what an adjudication is - it is an inquiry process - it should not be an adversarial process - it's an inquiry process?
- A: Yes, yes, yes, yes.
- Q: I'm just trying to understand the fine differences between a review at an adjudication level as opposed to a review by the Review Board in your proposal and what would be fine differences in the fact and the process?
- A: I guess if you are looking at it in terms of those two functions, again the Board - the Board's - the Board's authority would be more - would be less formal than our proposal for the Review Board. That is the Review Board - the Board doesn't have to hold a hearing. We think that the mix of hearings and non-hearings of the Review Board is about right. Which is to say that most appeals by hearing at the Review Board. There would be the Review Board's procedures and administration hearings would be roughly the same, which is relatively informal. It's not like a court of law and hearings and appealing and things like that - there are some rules and so there would be a hearing and there would be a deliberation by the panel and there would be a finding issued. So it's not just another adjudication - it's a - it's something more formal but and I guess putting it into a continuum not as formal as it is now in the sense that there is an increasing number of appeals - two parties plus the panel plus the Board involved in the appeal.
- Q: So there's an initial adjudication that an employer wishes to protest it wouldn't go - under your proposal to the Review Board - what is currently the Review Board - it would go on directly to the Appeal Division?
- A: Yes.
- Q: Would it be on the same grounds?
- A: On the same grounds - yes; they would be de novo as it is now.
- Q: Why would you have different parties taking appeals to different tribunals?
- A: Well, because they - the objective is to have a - I mean the vast number of appeals are made by workers. There are 200 or 300 appeals made by employers in a year and the numbers - and 9000 or 11000 appeals made by workers. The objective is to take the most appeals, which would be by workers, and create a system in which gets them - gets the - turns the system into an inquiry model and gets them through that as quickly as possible.
- Q: What if there are elements in a decision that both parties disagree with? But I suppose different aspects of it - would they be decided simultaneously by two different tribunals? Frankly, it doesn't make any sense to me.
- A: Well, the - the - that may be the case, yes.
- Q: Okay.
- IMPROVING ACCESS TO THE REVIEW BOARD
- Currently, section 90 of the Act requires a worker or employer to file an appeal within 90 days of the decision being appealed unless there are special circumstances.
- The Review Board explained the volume and success rates of extension of time applications. In 1996, for example, the success rate for extension of time applications where the days out of time were about one year was well over 50%. Apart from the cost of these applications there are issues of fairness when an otherwise meritorious appeal cannot proceed because of timeliness problems. The Review Board recommended extending the time for appeal to one year and we support that position.
- RECOMMENDATION: We recommend that Section 90 of the Act be amended to provide for an appeal to the Review Board within one year of the decision being appealed.
- IMPROVING THE QUALITY OF DECISIONS AT TH REVIEW BOARD
- Issues requiring improvement at the Review Board include the following:
- There are at times serious problems of delay in getting decisions from the Review Board.
- There are issues of expertise of Review Board panel members. In one finding a panel stated that issues of epidemiology were not relevant to an appeal whether a cancer was related to the work.
- We have been waiting for some time for a "leading case" which is considering whether the estate of a deceased worker can pursue the worker's appeal. This important matter should be dealt with without more delay in the appeal system.
RECOMMENDATION: We recommend that the Act be amended to incorporate the time requirements for decisions of section 91(3) into Section 90 of the Act.
RECOMMENDATION: We recommend that the Review Board include in its continuing education of staff education in epidemiology, toxicology, and other relevant scientific matters.
RECOMMENDATION: We recommend that the Commission confirm that the estate of a deceased worker can take over conduct of the appeal of the worker.
- ALTERNATE DISPUTE RESOLUTION
- The Review Board has in place an alternate dispute resolution pilot project. And we - just to give you some general discussion about this issue. We have a number of concerns about this project:
- A prerequisite for any successful mediation is the equal bargaining power of the parties involved. Where the bargaining power is not equal then mediation either does not work or it contributes to the inequality in the relationship between the parties. In terms of workers' compensation inequality exists through the relationship between the worker and the employer as well as the worker and the Board. This dynamic can create tremendous pressure on workers to agree to something they might not otherwise accept or that is something less that what they might obtain through adjudication of their appeal. Competent representation provides some protection to workers but the alternate dispute resolution proposal of the Review Board states representation is preferable but not required.
- We have some difficulty in understanding how mediation can play any meaningful role in resolving disputes about rights under the Act. Mediation is widely accepted to mean that a third party exercises influence on the parties to try and get them to compromise their positions in some way. Negotiation often is part of mediation inasmuch as it is negotiation that it is the process in which the mediation takes place. For example, negotiations to settle damages resulting from a motor vehicle accident often benefit from mediation to assist the parties to reach a compromise.
- Negotiation, compromise, and mediation work in this context because the damages are estimated on previous cases and ultimately decided by a judge. No one can say with precision what the exact damages will be. As well, legal costs are also an issue so there is an incentive to settle damages in order to prevent paying additional legal costs.
- Workers' compensation is very different. Not only are legal costs extremely rare but entitlement is quite specific and even exact. A worker who is off work for 4 weeks is entitled to wage loss for that time calculated in a relatively mechanical manner. If the worker's claim is denied why should he settle for 2 or 3 weeks wage loss. Similarly, is a worker is entitled to have his earnings calculated over 3 years instead of 1 year or if she was entitled to income continuity then why should these rights be open to compromise.
- In fact, workers would likely feel attracted by the prospect of receiving some money through mediation rather than by adjudication - workers often want only to be done with the Board rather than fight it some more. But they should not be put in a position to have to consider whether to compromise their entitlement.
- We do not accept a need for case management of appeals at the Review Board. This is long overdue. We do welcome that initiative by the Review Board.
- Q: Mr. Steeves I'm wondering if you have some idea - any thoughts about the role of mediation - not necessarily with regards to matters of entitlement. I see your concerns there - potentially. But with respect to level of benefits where there is a broad discretion conferred upon the decision-maker and the exercise of discretion is a matter of some dispute? Do you see any role for alternate dispute resolution in that kind of process? For example, in vocational rehabilitation issues the kind or the level or the extent of vocational rehabilitation that's being extended - is that something as an example that you see should be amenable to an alternate dispute resolution type process?
- A: I think the answer is no. The rehabilitation is a good example I guess but I'm not sure, though, that a rehabilitation consultant has broad discretion. I think - I mean just the mechanics of the appeal system require the consultant to focus on the pre-injury earnings so that where the training is ending up is in some position that will offset the loss of earnings so it's not as if any job is at issue here. The object is to keep the average earnings in mind and the functional and try and offset any loss. But I'm also not sure that the - you know we - we struggle and challenge the decisions of consultants on rehabilitation all the time. I'm not sure though that their professional opinion is subject to mediation. It would certainly be subject to appeal in terms of the application of the Act and policy. But I'm not sure that that their judgement should be the subject of mediation and compromise in the sense that we are used to seeing it in labour relations and in mediation of personal injury matters. This is a - it is not an exact profession but there's certain things that should be done and it should be said that sometimes the consultant has a view that things different than the worker and the consultant is right so if the worker has a different view we might agree to something which is in terms of rehabilitation terms as a profession not the right thing to do.
- Q: What about in areas like average earnings where there's enough - enough evidence that there are many exceptions and in some cases it would be in the worker's interest to have a mediation where all the facts can be brought to bear and the decision can be made that allows for something other than a formula approach - what average earnings should be based on.
- A: I agree that that's not always a mechanical process. Mr. O'Brien and I talked about that and he pointed out that maybe the worker would bring income tax returns or some other financial statements indicating that it should be three years' earnings rather than one-year earnings. If that's the case then the presumably the appeal decision would be - would take that evidence and make a finding based on the three years' earnings assuming the documents support that. So where's the mediation? Where's the compromise? If - that's really a case management function - just making sure the right evidence is there.
- Q: But is it a Review Board function either then?
- A: A Review Board function to?
- Q: If someone appeals on the basis of that issue; wants to take claim forward on the fact that their average earnings have been miscalculated or they feel that needs to be reviewed by the Board - the Review Board - if it could be done at a mediation level?
- A: But I - what I'm saying is that it's a definitional point. It's not mediation; it's case management. If the Board didn't have the tax forms that the worker brings to the Review Board and those tax forms demonstrate the earnings should be based on three years as opposed to one year well then that should be done. But that's not a question of the worker compromising his right to - I mean it's not - if the worker has documentation indicating the average earnings should be three years rather than one year then where is the saw-off - to put it in blunt sort of terms?
- Q: It's never that black and white though, is it? I mean there's all kinds of externalities, all kinds of issues that can be brought to bear to determine - it's never that simple a formula; it could be - it would be deal with much simply than it is now? Putting together extenuating circumstances the worker wants to put on the table - I'm trying to think of a case but....
- A: Nothing is black and white; but it's not as - there's not - in answer to the judge's question - the Chairman's question - it's not a broad discretion either. There's not a lot of room to move on these issues. There's the Act and the policy and if the earnings that best represent the loss to the worker are three years rather than one year well that's what you use. And you know there's - you can use five years, you can use two years, you can use one year. It's true but we are looking at the best and that's the legislative objective - the legislative direction under the Act. And I guess what we are saying is why should that be subject to mediation? Why should there be compromise in that? We are dealing here with statutory rights and why should workers have to compromise that? As I say the real risk here is we hear from workers who would very much like to do a deal. But what we're saying is they want to do a deal out of desperation - they don't want to - most of them have never been through any legal proceedings before. And it's - there's a lot of anxiety involved in it and they would rather take two or three weeks rather than four weeks if it means they don't have to go in front of a panel and answer questions and so on.
- Q: Except we do find a lot of cases where workers are so frustrated they walk away without any deal.
- A: I'm sure that's true. I'm sure that's true.
- Q: Mr. Steeves, isn't there an uncertainty as to the results of an appeal that would leave some room for compromise. You make it sound as if there's - if a worker has an apparent right under the Act that the appeal is a virtual certainty. We all know in this profession that there's great uncertainty in litigating and that the Review Board or the Appeal Division might dismiss the worker's appeal. I have a hard time understanding why a properly advised worker wouldn't be well advised to compromise on the uncertainty of the result of his appeal?
- A: Well, first of all, there's not as much give and take as there is in litigation for the reasons I set out here. That is we are dealing with the exercise of statutory rights and policy. It's not - it's not - if you are looking at a knee injury we don't go to the case law and find out roughly the number of cases that establish the range of damages.
- Q: Well, mediations takes place in litigation over every imaginable issue. You know if there is a risk to the worker that he may lose the appeal and end up with nothing or end up with a very small pension - what's wrong with compromising the risk? As long as he is properly advised and not intimidated?
- A: Well, yes we raise that point. I mean on that point - a worker - the day before the mediation session is doing his or her job and the employer comes along and says - on the shop floor - when we go there tomorrow why don't we do this? Well, you know that's the unequal - the inequality of it.
- Q: I understand that - but I'm having trouble understanding why it's different than any other appeal and the uncertainties that people face in outcome?
- A: Well, let's look at it from a different view than the worker. Why should the Board compromise its statutory mandate and I guess there's a legal question - can they? From the Board's point of view if it's going - does the facts show that it's one-year earnings - why should they compromise?
- Q: Why are so many appeals successful? If that's the case? Somebody's made an error somewhere and an appeal body adjudicates on whether an error was made or not and that's an uncertain process? Isn't it?
- A: Well, the fact that there's high levels of allow rates in the appeal system - there's other explanations for that. And that is the - the - we were talking about earnings - the Board didn't have those T-4 slips that they should have had. The Act wasn't read properly. The medical - the medical evidence wasn't as good as it could be.
- Q: Well aren't those some of the things that the Review Board's submission says would be addressed by the alternate dispute resolution process, that is the material for one reason or another wasn't before the adjudicator but emerges before a full-blown appeal gets underway.
- A; Yes, and we support that - we
- Q: You call that case management?
- A: Yes, that's right; yes - that's a definitional issue. We think that's a good thing and we - it - there's a start of it in the early 1990's and it somehow got awry and not it's come back and we think it's an important function.
- Q; yes, I have your point.
- Q: I gather Mr. Steeves that when you say that these are matters that are capable of negotiation the result should be sufficiently knowable through application of the statute and the policy that - that those features combined would limit the exercise - the exercise of discretion so that the right answers should be abundantly clear to anyone who applies it?
- A: I - it was the last bit that I would clarify - I'm not saying that every appeal is abundantly clear. Some - the cancer ones that Mr. Winter and I - they weren't abundantly clear to anybody. The whole area wasn't clear. The - so and no one is proposing that those kinds of appeals would be through the mediation system - there might be an opportunity for case managers and that might have been a useful tool. But there are hard decisions to be made; there are hard findings of fact made. And there are hard findings of law - of statutory interpretation. The - on issues of statutory interpretation though and issues of statutory policy interpretation I don't think a mediation system has much of a role to play.
- Q: I'm talking about the exercise of discretion; isn't it a logical extension of what you are saying that policy as articulated in manuals or wherever else it is should be more than just a guideline? It should be binding?
- A: Well, it is binding.
- Q: Okay; and that is your position - that it should be?
- A: Well, it should be and we think it is. I mean those are the rules; when you are going to an appeal or when you - someone is adjudicating a claim they - they don't have to have it in their hands but the guiding tools are the Act and the policy.
- Q: I think it was Mr. Sayre and maybe we'll hear from him when it is his turn on this issue. Perhaps it was Mr. Sayre that advanced the proposal that policy should not be - or the policy should not be binding - it should be merely a guideline. And I gather that your position is somewhat different from that?
- A: Yes; the opposite.
- Q: All right.
- RECOMMENDATION: We recommend that the Commission recommend that the Review Board continue to develop a case management approach to new appeals. However, we also recommend that the Commission conclude that mediation of statutory rights under the Act is not appropriate.
- THE APPEAL DIVISION
- In general, we believe that the creation of the Appeal Division in 1991 has worked well. They were able to eliminate a very significant backlog they inherited from the Board of Commissioners and they have demonstrated the usefulness of a 90-day time limit to get decisions out. As well, referrals by the Board (currently section 96(4)), which were a serious problem prior to 1991, have been virtually eliminated. And that is more of an historical note Mr. Chairman - you will see in some of the literature that - I think it is in the Munroe Report - prior to 1991 or prior to the Munroe Report there was a very serious problem of the Board making references of decisions they didn't like. They get decisions from the Review Board that they didn't like and they would refer it to the Board of Commissioners. And that caused a lot of instability in the system and they as I say - it literally is a historical note because that problem is no longer.
- The quality of Appeal Division decisions reflect the serious deliberations that a second level of appeal can apply to appeals that come before it. As the Hunt Report stated, the Appeal Division may be one of the best appeal tribunals in North America.
- We have a concern about the lack of oral hearings before the Appeal Division. While most appeals before the Review Board are conducted through hearings - the reverse is true at the Appeal Division. We don't think the ratio should be the same.
- RECOMMENDATION: We recommend that the Appeal Division amend their policies to permit more oral hearings of appeals.
- MEDICAL REVIEW PANEL APPEALS
- There are two issues relating to Medical Review Panel appeals.
- The first relates to the timeliness of decision on these appeals. The following are the stages in an appeal to a Medical Review Panel:
- Getting the Certificate from the doctor and the application from the worker or employer to the Board within 90 days of the decision being appealed.
- The determination by the Board (not the panel) - it is the Board - the Board controls the threshold issues of jurisdiction for Medical Review Panels - whether there is a bona fide medical dispute and whether the certificate has defined the dispute in sufficient particulars.
- The production of the Statement of Issues and the appointment of the panel of doctors.
- The examination of the worker.
- The issuing of the Certificate of the Panel.
- The implementation of the Certificate by the Board.
- The Board explained that the current backlog in the Board's Medical Review Panel Department means that it takes about 7 months for a workers' appeal to get before a panel. This is the time between steps 2 and 4 above. Normally, the panel's Certificate is issued very soon after the examination of the worker. It can sometimes be as early as one week in our experience. Therefore, the delay is within the Board and not with the panels themselves. So they - the backlog of the Medical Review Panels is not in the panels themselves - it's getting the appeals through the Board to the panels.
- The Board explained that they thought 4 months was an appropriate time from the time the threshold issues of whether there is a bona fide medical dispute and whether there are sufficient particulars to the time the worker is examined by a panel. We believe the time should be 90 days and we recognize that there is some time required for determination of the threshold issues.
- RECOMMENDATOIN: We recommend that section 58 of the Act be amended to require the examination of a worker by a Medical Review Panel within 120 days of receipt of a Certificate of a Bona Fide Medical Dispute.
- A second issue relating to medical review panel appeals is the jurisdiction of a panel in cases of occupational diseases listed in Schedule "B".
- Section 6(3) of the Act states that if a worker's disease and work complies with both columns of Schedule "B" then the disease is deemed to be worked related unless the contrary is proven. However, section 61(1)(d) of the Act requires a Medical Review Panel to certify as to, if there is a disability, its cause. The Board interprets section 61(1)(d) to eliminate the deeming effect of listing a disease in Schedule "B".
- In cases of disease listed on Schedule "B" the role of a Medical Review Panel cannot be to determine causation since that issue has been decided by Board policy pursuant to section 6(4) of the Act. The role of panel will be limited in these cases to diagnosis and to factors related to the rebuttal of the presumption.
- We are not convinced that the Board's interpretation is correct although we accept there is a conflict between section 6(3) and section 61(1)(d) of the Act. This conflict should be removed.
- RECOMMENDATION: We recommend that section 61 of the Act be amended to confirm that Medical Review Panels are required to comply with section 6(3) of the Act and with Board policy as set out in Schedule "B". We further recommend that the Board's Medical Review Panel Department prepare questions for panels in cases of scheduled diseases that are consistent with section 6(3) and Schedule "B". Finally, we recommend that the Medical Review Panel Department provide training to panel members about the operation of Schedule "B".
- Q: I'd like to ask you maybe some questions dealing with the whole issue of the determination of medical causation in - in normal court-based litigation of course findings of medical fact and non-medical fact are usually made through the same proceeding. And it seems that has certain benefits - that are not available to this process but - that separates those two functions so firstly your thoughts on that issue - whether those functions shouldn't be combined - and secondly and even if they shouldn't whether there is - what are the pros and cons deciding medical causation potentially at the last step in the chain of adjudication and appeals as opposed to perhaps earlier on?
- A: On the first point - whether they should be decided together - I think that that's - the answer to that is mostly a comment on the current structure of the appeal system. That is by the time technically a decision of the Board can go straight to a Medical Review Panel but in practice what really happens is that it goes to the Review Board, the Appeal Division and the Medical Review Panel. That is because Medical Review Panel medical certificate is final and binding and that's the end. So in most cases by the time it gets to the Medical Review Panel the issues are relatively clear - not always and when they are not and there is a dispute over the statement of issues and so on you can go back to the Review Board and away you go again. But so I think theoretically the point is well taken, that how do - how do a panel's doctors determine the medical issues? And as the current system is - the three levels of appeal but - the vast number of cases - by the time the cases get to a Medical Review Panel they are relatively focused and I'm not saying in every case they are but they are relatively focused. As to whether a - whether the order of the determination of medical issues should be reversed - that is have it at the front end as opposed to the back end - there may be some merit to having it at the front end but - I guess this comes back to the - the I guess - there are two issues related because how do you have - how do you have the clarity of the non-medical issues for the - for the doctors to consider? And the - and also the general point - sometimes people outside the system think that the problems in the system - the workers' compensation and the appeal system can be solved easily. And certainly lawyers who don't know anything about the system tell us this and doctors who don't know much about the system tell us this as well. As do other professionals and I'm not sure that doctors have the particular monopoly on solving problems in a better way than any body else. Indeed I work with doctors all the time and I - they - have the greatest respect and so on - but they don't understand findings of fact - they only understand policy issues- they don't understand legal issues and they - in virtually every case they try to understand them but that's not what they do. They are doctors. And so I'm not sure turning it over to doctors at the beginning of the process is necessarily going to solve problems and as I said - on another point yesterday - it may not solve problems - it may create a whole different set of problems.
- Q: Could it work this way that at the initial stage based on a hypothetical set of facts - the Medical Review Panel or its equivalent makes a medical decision - the matter then goes on to appeal and the facts are found - the facts accord with a hypothetical facts used by the Medical Review Panel then it's binding? Would it work that way?
- A: I guess that's one technique; I - what's the - one of the things we struggled mightily with when write letters to doctors is to make sure that the letters we write have the correct facts in them. Because if the facts are wrong and we - our letters to the doctors are disclosed so if our facts are wrong and are different than what turns out up in the appeal hearing then the panel is all over us and rightly so.
- Q: In the civil process too and
- A: Yes.
- Q: If an expert gives an opinion the underlying facts to be set out and served on the other side and if those facts aren't true then that opinion is of no value?
- A: Yes, my point in raising that is to just to raise a concern that - what if the facts are different afterwards? And the hypothetical statement and I see that happening and so does that mean you go back to the doctors and you know that that - as I said that may create a different level of a problem.
- Q: Well, it certainly eliminates the final and binding quality of the Medical Review Panels because the facts have to be found and if they are not in accordance with what the doctor views then the opinion isn't valid.
- A: Yes, yes, yes.
- Q: We are focusing on the external but the system not be more efficient if it was able to call on expert advice from the medical profession all through whether you had one, two, or three levels of appeal. Would that not make the system more efficient over all? Rather than have this one body that's sits and adjudicates the very final and perceived to be a final level of appeal?
- A: I think the answer to that is yes. But both the Review Board and the Appeal Division have the authority now under the regulations to go out and seek medical opinions - we don't think they do that often enough and they don't do it - and when they do it they come to the Board rather than - and to independent consultants.
- Q: Is it because that they feel that there still is this last so-called kick at the can with the medical expertise that everyone sits back and waits for that to happen?
- A: You'd have to ask them; I'm guessing that one of the reasons is that they don't have the time. They are dealing with serious numbers and pressure to get decisions out and it's - rather than - rather than stick the file in a pile that waiting period and the doctor's reply they bite the bullet and make a decision - and - you know at the Review Board you can do that because again it is the first level. But you know we - initially the boards of review - the predecessor to the Review Board - when they started, they used to do that a lot. And it's just not medical inquiries they can make, they can phone up the foreman, they can phone up the workers, they can create their own record, or they expand the record that's before them on their own inquiry - that's part of the inquiry process. There's issues of disclosure to the parties which sometimes are problematic. That is giving - disclosing to the parties information that they've obtained and given comment on it. But we think that that - that exists now legally and we think it's not used enough.
- Q: I'm still not sure on this - on the manner in which the Medical Review Panel currently adjudicates medical issues - and how in doing that it integrates non-medical facts and where it gets those facts from?
- A: Okay.
- Q: Section 64 speaks about the authority of the Board or panel to go over a statement of non-foundational - I'm sorry - foundational non-medical facts. It seems to me that is where they control the authority of the Board to determine whether or not such a statement is needed and if it is not prepared where does this panel of doctors get their facts from upon which they are basing their medical opinion? Do they - do they - are they in essence then making findings of fact themselves?
- A: If they do they don't write them down. The current system is that the - the - certificates from the doctor - attesting to the bona fide medical dispute goes to the Board as does the application for the Medical Review Panel - assuming that this is all timely then a determination is made within the Board about the threshold issues about whether there is a bona fide medical dispute and whether the certificate sets out the sufficient particulars. Now if - if the application is balanced on those grounds and has a right of appeal to the Review Board and so on. Assuming that those threshold issues are determined in favour of the appeal advancing then a document entitled " A Statement of Issues" is produced. And that - it's a fairly - not issues by numbers but a fairly standard list of questions that are adapted to the particular cases. What happens now is assuming that it is a say an appeal of a decision from the Appeal Division to a Medical Review Panel the Medical Review Panel - the Appeal Division decision is essentially attached to the statement of issues as the record which goes to the Medical Review Panel. So that's the facts upon which the Medical Review Panel - the doctors use in their determinations. Now they still have access to the file although I'm not sure that's right. Yes, Mr. Sheridan is nodding yes. So if they have the time and the inclination they can then look at the file. What used to happen is that rather than appending the decision under appeal to the statement of issues there used to be a statement of non-medical foundational facts which was produced by the Board's Medical Review Panel Department.
- Q: And that is what section 64 speaks of.
- A: That's not done any more and I think Ms Sheardon spoke about that a little bit and it was certainly true that when there was - that statement of non-medical facts was really a focus of controversy on - because as you are intimating it was really the record that was going before the panel. So it's not - it's a fair question to ask how - how non-medical - how a non-medical record gets before a review panel - that's how it's done. It's not a particular perfect way but as I say the advantage to having the Medical Review Panel at the end of the review process is that it is relatively focused by the time it gets to a Medical Review Panel.
- Q: It can also be relatively unfocused from the size of some of these files that we've seen. Is it fair to expect a panel of doctors to read through something like that? And gleaning from it whatever facts they think are necessary and pertinent to do what they have to do?
- A: Well, yes they can be enormous tasks but I'm not sure that given the task at the front end when the file is relatively small is the right thing to do either. Because - because - most of the information on the file is there for a reason. It's there because it relates to issues on the file. And the doctors should have that information.
- Q: Well, I agree - I think certainly if the Medical Review Panel is its form - it's current form - at the back end of the process as it were - one would presume that by that time is that non-medical facts have been determined. I suppose my question is whether the process of apprising the Medical Review Panel of just what those facts are is appropriate or whether you see any room for improvement?
- A: I think we're - I think we are basically content with the current system. I - I - the advantage to the previous system's Statement of Non-Medical Facts - Foundational Non-Medical Facts was that it - it did - from the appellant's point of view - which are primarily workers - it did give another crack at setting out the record - that is rather than just stapling the decision under appeal to the Statement of Issues - we could - there was another process in determining the record. Now, that - that opportunity has been lost. But it's - but what's been gained from relative speed - I don't know if there's any numbers but I'd guess there are fewer appeals to the Review Board on threshold issues for Medical Review Panel.
- RESOURCES FOR WORKERS IN THE APPEAL SYSTEM
- You have heard about the increasing complexity of appeals and of the increased expertise required to conduct these appeals. Another feature of the current appeal system is the increased activity of employers and this too makes it more difficult for workers to participate in the appeal system.
- The primary source of assistance to workers in the appeal system is the office of the Workers' Advisors. This office contains considerable expertise but it is not available to workers because of the heavy demand on the office. Further, Workers' Advisors do not represent or provide advice to workers on health and safety matters. We have already recommended that workers' advisors be given resources to advise workers on issues relating to election for compensation.
- RECOMMENDATOIN: We recommend that resources be increased to the office of the Workers' Advisors so that can represent and provide advice to more workers. Further, the role of the workers' advisors should be expanded to permit advice and representation to workers on occupational health and safety matters.
Subject to any questions you may have that is our submission.
Q: Just back to the Medical Review Panel issue - in your view would this model work that the first level of appeal makes the - or if it is a single level of appeal makes the findings of fact that determines that it is a purely medical issue to be decided. It then refers that medical issue out to a panel of doctors to make a decision based on the facts found by the appellate body and that decision is finding and binding?
A: I guess there are some procedural concerns; one is that the - what - what access to the parties does the appeal have the - or what influence do the parties to the appeal have on the facts that go to the doctors?
Q: Well, it would be like any other appeal; there would be argument; evidence would be presented - the appeal body makes the necessary findings of fact and in which medical causation would proceed.
A: And then -
Q: Just like the Medical Review Panel now - the parties have no input - the issues are sent to it and it makes a decision that is final and binding. Lawyers aren't there during the Medical Review Panel deliberations.
A: That's correct. Yes. We tried that once and we sat in the waiting room.
Q: It occurs to me that that would only work if there was a single level of appeal because if you have a level of appeal above that then you couldn't make the medical determination final and binding because the facts might have changed on appeal.
A: What happens now as I say is that the facts are there - I mean you are right that that - well - what happens now is that facts that go to the Medical Review Panel can be subject to a further appeal. But also the facts that are there that go to a Medical Review Panel have been gone through the sifting process before so in broad terms there is some refinement of them. On your - your proposal I - there could well be dispute about the facts that the panel decides to send to whatever we are calling these doctors - for a final and binding determination. So it seems to me that there has to have to be some mechanism of review of that - of the facts that are sent to the doctor and that that's - this gets us into the one level of appeal versus more than one level of appeal. Is that an internal reconsideration on the proposal we've seen there would be no review of that because reconsideration would only be on error of law? So on that view of things the panel could make findings of fact that would be not reviewable. They would go to the Medical Panel, or whatever we are calling the Health Advisory Board - and then the other question is - is there a view of the medical findings of the panel? The medical findings of the Health Advisor Panel? So I think both those two points in the process - that is the decision by the panel on the facts of the case and the decision of the Health Advisory Board on medical issues from our point of view push you into consideration for a second level of appeal.
Q: Perhaps if you could - let us know your thoughts on the - this issue once again - the role of the appellate tribunal - the first one or the second one or however there might be - for each of them - in reviewing the initial adjudicator's decision in terms of the exercise of that discretion with the first level of appeal for example be - the completely substitutional jurisdiction - in other words could the discretion be simply revisited and an entirely new decision be made or would there be some parameters restricting the scope of that review?
A: I think it has to be substitutional and the - I think that's right in principle but I think it - also empirically based - that is we see these historical high allow rates in the first level of appeal and those are a function of the - a function of the complexity as the case is and a whole bunch of matters but it is also a function of the quality of decisions - the initial decisions and as we've been saying throughout these proceedings is - is - or a choice you're having to make is when things are - in one view things are out of control or when things are difficult then you either eliminate it by defining it out of existence or you constrain it by bringing in a level of appeal. For example, with respect to errors of law. And we think that that's not the way to assess quality in decision making at the Board.
Q: Would the second level of appeal; if they continued to be one - also include substitutional jurisdiction with regards to reviewing this exercise of discretion - or would it be somewhat limited?
A: I - we think it should be substitutional again - and that may seem repetitive but we frankly don't see - we have that now - these two de novo levels of appeal - the Review Board and the Appeal Division. We - there's been controversy; there's been disagreements between the Review Board and the Appeal Division from time to time - I think Mr. O'Brien had a kind of seasoned view of that - that these things happen and we don't see that that's caused a major problem.
Q: What I have trouble understanding - is if we were to promote some aspect of a refinement of issues as they go through the chain of adjudication to the appeal system - if each level is substitutional in its essence a trial de novo - what are the procedural mechanisms that are promoting refinement of processes, and procedures and issues?
A: Well if you look at the numbers only 58% of the decisions - the findings of the Review Board do not go to the Appeal Division - and it is not as if everybody that loses at the Review Board goes to the Appeal Division - there is a genuine sorting out there.
Q: Well certainly the number of the cases as you go through gets smaller and smaller. There's no question.
A: It's not just sort of in an incremental fashion - it's quite dramatic.
Q: But for a given case what is the process then - what would be the procedural mechanisms that would encourage or promote refinement of issues?
A: We think the current system does that.
Q: My other question was - pertaining to the balancing of these two important aspects of adjudication - that is independence versus consistency
A: Yes. Yes.
Q: And I'm not sure if you touched on it - but if you could maybe elaborate a little bit on that area about the - how those two somewhat conflicting objectives fit within the system - whether one has greater priority in your view than the other and how they can, if at all be reconciled?
A: Well, I don't think they can be reconciled. I think when you sit in a court and as you struggle with your fellow judges on this issue. And there's academics who make a living out of writing on just this issue so this is not something that can be fixed in a kind of technical sense. This is a tension within triers of fact everywhere - whether it's administrative tribunals or the courts and the reason for that - two reasons -one is that every case is different. You know, sometimes we think that we couldn't stand to do another case on such and such and then when we get into it it is different from the last one we did. So - and that's because the nature of people in the province they deal with. The other reason is that the triers of fact - tribunal members, judges, are human beings too and they don't have the same view of the world and they may have different values. We've had the opportunity to think about this - Mr. Winter and I had the opportunity to think about this and talk to the Review Board about it. So the starting point is that there is always that tension and the -I guess the best you can do is to keep that tension - if you like at a constructive level. There is a constructive aspect to that tension. That is you warrant independent decisions from every level of appeal - whether they are here in this building or over in Marpole. I mean that's what you want. On the other hand they can't be running amok. They can't have maverick appeal levels or appeal panels. And so you need mechanisms in place to prevent that. As I understand it in Ontario one procedure they have there - I think it is the WCAT or something is that if an appeal panel is going to make a decision contrary to previous decisions - either at their own level or of a superior level then they have to expressly say that and they have to give express reasons for making a contrary decision. There seems to be some merit in that. Mr. O'Brien pointed out that you can a decision in this context of the Appeal Division saying one thing and then -I think the example was the Charter -and then comes the new case law from the Supreme Court of Canada. Well, you know I think the Review Board has to have a look at that new case law and as the Supreme Court would do in the face of previous Court of Appeal Rulings make the decision that they feel is the best view of the law. Now that's not a situation - that's not a justification for just going off and doing your own thing. And that's a very serious concern from my clients' point of view and I guess from the employers' is one of the things we value most from the system is predictability. Workers and I'm guessing employers come to lawyers and they say I've got this case - can you tell me about it and am I going to win or not? What are my chances of winning here? And the - the - one of the factors that goes into that is the predictability of the tribunal or the court that you are appearing in front of. And if they are all over the map then it's hard to -you know - you end up giving lawyers advice we think but that. And so it is octopus advice on one hand; on the other hand; on this hand so - so predictability is an important aspect of this as issue as well. In the court system theirs is it - between court judges and that's probably something as I understand it - cometie is something that is between judges at the same level - doesn't mean it is binding if your fellow judge makes a decision it doesn't mean it's binding but out of respect and out of efficient use of the system you defer to that - your fellow judge's decision. We think that there is some value in that - that concept in the appeal system here. That is the fact -and implicit in all that Mr. Chairman is a very important administrative point is that the members of the Review Board have to know what other members of the Review Board are doing. That is you - there has to be some internal review of the issues that are currently alive in the system about what decisions are being made. There has to be a systematic review within each level of appeal and the communication of that review. So that's resources; the Review Board has recently hired legal staff. That's a good thing - they could probably use some more and I think they could use a lot more support in terms of writing their decisions and researching their decisions. But those are cost questions. As I've said that's an allocation of resources and - that's - that would be absolutely fundamental to issues of consistency is for within the Review Board people to know what other panels are doing. A sort of rambling answer to your question.
Q: Should a decision of the Appeal Division be binding on the Review Board? If there is a refining process at all taking place?
A: Yes, yes. I think the simple answer is yes; the Appeal Division is a superior level of appeal. And but this goes back to what I said earlier - and this is how judges and lawyers not only make their living but bring their professions into disrepute in the public. Not every case is the same. And so you can have a case in that's different in facts or as we talked about earlier the Supreme Court of Canada could have said something four years ago and there is a recent decision that says something different. So those matters have to be - it can't be a parroting of the Appeal Division decision by the Review Board. It has to be and this is where I guess the independence comes in. It has to be a reasoned - a reasoned reconsideration of previous decisions and as I said if - it - there has to be a genuine reason to change the previous - a genuine reason to not follow the previous Appeal Division decision. So I would say - yes it's binding except for when there's genuine reasons to not be binding.
Q: Does it follow then that a Review Board decision would be binding on the adjudicator?
A: Yes. Yes; I don't know that that's - that's a particular issue - it used to be - this the section 96 referrals I talked about historically. It was a big issue before and even then - before that history - I think the old boys review made recommendations rather directions to the Board and so there was some latitude in the Board not following the recommendation.
Q: If the appeal system was compressed down into a single level of perhaps the model that was proposed by Mr. O'Brien - would this result in more cases going to the courts? I
A: I think that that would be undoubtedly true; and I think as I said before there's a function in the second level of appeal of making decisions appeal proof. And the - we know that people in the court system read the newspapers and they know what happens in other - in - other tribunal situations and the - my experiences is that judges are alive to what is going on outside in the world. And when see that an important issue affecting entitlement to workers' compensation which can have a dramatic effect on someone's life is given only one level of appeal judges understand that - they never say it; you never hear them say that but they understand that an appeal - a judicial review that comes to them from an appeal system that's had 2 or 3 times at the issue is different than something that comes to them that has only been looked at once. And that's just a - that's objective view of - a subjective - that's my subjective interpretation about how the courts work. I think it is a fair one.
ALAN WINTER
- I have lots to say on this topic and after listening to Mr. Steeves I have lots more to say. And I'm sure I'm going to get questions so I'll have even more than that to say. So I'm sure I'll use my own hour and a half; and with questions I assume that we'll get closer to two hours but we'll see how it goes - I'll go twelve and then stop and see where we're at and see if that is an appropriate time for a break.
- I'd like to start with what I think is one of the higher - if not the highest - priority issues for employers when we come to the issue of appeals. And that is the issue of how many levels of appeal there should be in the system. We are talking about the formal levels of appeal. Currently the Act, itself has three formal level of appeals; we talked about the Review Board, the Appeal Division, and the Medical Review Panel.
- My dealings with employers; I've talked to a lot of employers. They seem to be unanimous from the ones I've talked to in support of combining all three, current, formal levels into one formal appeal tribunal. What there is not unanimity on within the employer community is whether it should be an internal or an external appeal tribunal - will deal with that issue second. I am going to start with some of the reasons why the employer community feels the way it does about having one level of formal appeal. First, delays and inefficiencies. It is interesting to sit and back and listen to Mr. Steeves and I'm sure Mr. Sayre; they are arguing to retain what I think anybody who has been listening to the hearings over the weeks must call an inefficient appeal system. It would be very difficult for someone to actually get tell us how this is an effective appeal system; the closest we've come - and I'm probably going to refer to this line lots of times is that Mr. Bates said something that the employer community found quite disturbing on the - we were dealing on Wednesday - I think it was compensation benefit day and the issue was performance indicators. And the argument was being put forward - why don't we look at appeals as a performance indicator? The number overturned? Mr. Bates words were to the extent that well one of the things to keep in mind is that the appeal system was designed to accept appeals. From an employer viewpoint that's a very disturbing comment if accurate - we certainly understand how section 99 works on the benefit of the doubt. The employers has always thought the appeal system was slanted against us but to hear senior counsel from the Board say that - that it was designed that way is something that we would like the Royal Commission to keep in mind if there is a design feature that slants one way - we would ask the commission to balance that. So on delaying inefficiencies - let's just look at some of the evidence that we've heard and we've talked about. I'll start with the Review Board. You have Mr. O'Brien's evidence and that's found at pages 10 to 12 of the transcript that was produced and so I can honest answer the question that was asked yesterday - Yes, I have read the transcript. There - first off we start with - there's a 90 period right now to appeal so there's a start of 90 days. Doesn't mean everybody takes 90 days. There is a 90-day period to appeal. Later in my presentation I'll talk about what I call process issues. I'll deal then with the one year versus the 90 days to bring the appeal. The target then that Mr. O'Brien said they have to produce the findings within 3 months from when the oral hearing is finished or on reading the review that the matter is actually sent to the panel. So at that three month period sounds good but don't forget that is only one small part of the whole Review Board process. You have to look at so what happens from the start the appeal within 90 days to when we are actually at the oral hearing or that the file is sent to a panel for a read and review. So I've looked at the Review Board annual reports and we've listened to Mr. O'Brien and if you look at the Annual Report from 1996 which is the annual report I believe from the Review Board that I've got. For oral hearings and I'm going to use in town because that is what Mr. O'Brien used when he talked about the averages. The Part I is what starts the appeal -and the Part II is when you say I'm ready to go. You give me a hearing or hear is my submission for a read and review. The average in 1996 for Part I received to Part II received was 6.2 months and the median was 5.9 months. And then you have to add in the Part II received to the actual hearing date being scheduled - not scheduled but occurring. The average there is 5.5 months for a hearing in town and the median is 4.8 months. So the subtotal so far from the Part I going in - we started the appeal - until we are at hour hearing is 11.7 months on average and 10.7 months on the median.
- And then from the oral hearing to the finding date you heard Mr. O'Brien's evidence which is accurate from the annual report - the average is 3.9 months from the end of the hearing when you get the findings and this was in 1996 and the median was 2.8. So the whole total from start to finish - the average is 15.6 months and the median is 13.5 months. We heard Mr. O'Brien's evidence that from 1997 the average and the median from hearing date to findings date was 1 month greater. Now he was hopeful that that problem was one of process and that's been corrected; I think he referred to it as a typing backlog. But in any event those are what we are dealing with in 1996. If you turn to the read and review side - so there is no hearing. You have the same timeframe on the part I to part II because that is the initiator so you still have the 6.2 average and 5.9 median. And then from when the part II is actually received by the Review Board to when it starts - it is distributed to a panel the average in 1996 was 4.7 months and the median was 4.1. So so far the total is 10.9 to get from we started the hearing until the panel have it and the median is ten months. And then the distribution date to findings is the average is 4 and the median is 2.7. So the total on a read and review side of life the average is 14.9 and the median is 12.7. And you will find all those numbers in the 1996 Review Board annual report. So that is the average. Now we move to the next level.
- We are off to the Appeal Division. Much quicker - 30 days to start the appeal and 90 days to render a decision from date of commencement. Now there is a decision in the Reporter series where the Chief Appeals Commissioner raised the issue about what this date of commencement means in both - the communities all agreed that the existing practice is that the starting date of commencement is when disclosures are received is continued. So there is a little bit more time before the 90 days start. You file your notice of appeal within the 30 days. The appeal is not actually commenced formally by the Appeal Division until you get disclosure and you get a letter telling you it's been started and here's your timeframe and the 90 days kick in.
- So that's a shorter period and certainly it's not difficult to get reasonable extensions from the Appeal Division particularly when you are the appellant.
- Okay -and let's just assume we are going to work our way through the process and we are going to the Medical Review Panel. Now you have 90 days to bring the appeal again. Now there is a briefing paper the Workers' Compensation Board has prepared on the appeal system and they set out there - it is in section 3.5 what the average process time from when the Medical Review Panel is started to when implementation date was. In 1991 it was 400 days and in going to 1995 it was 707 days and the evidence we were presented in 1997 is 645 days. Now these are averages. So the average to get from the Medical Review Panel to get it implemented is another 645 days. Okay so we got through the system once so how long did it take? The fastest average time -this average - to work your way through the whole system once seems to be between 3 to 4 years. That's a long time. And when you talking about a system of workers' compensation which is remedial in intent and the whole intent is to try and get the benefit into the hands of the people who need it in a timely manner when it is needed. And so that is hard to call an efficient appeal system. Now I'll go to the extremes because I've been involved in the extremes as Mr. Steeves has been involved in the extremes and it is the firefighter cancer cases, which really show us the extremes of this. There were 6 claims filed in 1986 by firefighters that I was involved with for cancer. One in 1988 and one in 1989. All of those were decided at the same time -they were all at the same time adjudicated and they were all denied. They were all appealed in 1989. It was heard by the Review Board in 1990. The decisions were rendered in November 1990 - now I'm going to make a comment there - that's 9 months - from experience with the Review Board -A. that was quick - 9 months in that kind of case; and B. from the complexity of the case that was a very timely decision I think - 9 months - 9-10 months. It was extremely a complic -I think at that time it was the longest Review Board oral hearing - it took 10 days. And so I have no problem with the amount of time it took but the fact of the matter is November 1990 was when the decisions came out. Six of those cases I think went to further appeal - the Appeal Division. All of those decisions were rendered; they were all read and review - none of them had oral hearings. And they were all rendered on January 1993. Three of those went to the Medical Review Panel. All of them had jurisdictional issues that were raised - both by myself and my clients and Mr. Steeves for his clients - that went back into the appeal system. Jurisdictional issues get appealed whether it was a medical issue or not; a valid Medical Review Panel or not - and went to the Review Board and the Appeal Division again - then ultimately held that - yes - it was a valid Medical Review Panel - back to the Medical Review Panel. That is where they still sit. Now in fairness the parties have agreed to hold them in abeyance for other reasons but that was done in 1997. So you see when they started - the first ones were filed in 1986. We've gone through the system once and we're sitting there again - you can't blame the system for them sitting there now but you can blame the system up to 1997. That is 11 eleven years and what we are dealing with is we are dealing with cancer cases. We are dealing with people that have terminal illnesses that want to have some certainty in their life hopefully before the terminal illness takes away their life if that has to happen. And certainly their dependents who ended up between all these people - of the original 8 cases I think 7 had already passed away by the time we had gotten to the first Review Board. So now you have dependents waiting for decisions. That's an extremely long period of time. And this is systematic - this is not the parties. So this is the first concern employers have - delays and inefficiencies.
- The second which is related is the lack of finality. It's been referred to as the treadmill effect. You'll see it in the Ombudsman's Report of 1987 - I think that may have been where it was coined. That was the first time I saw it. And now it is readily used. This is where you go through the system more than once. So we have shown the average to get through the system once is 3 to 3 1/2 years but unfortunately when you have different levels - everybody sends it back. So you start over again. I think you would resolve that problem with one level but I'll come back to that later. And so I have two examples - and I think these are common. They are again at the extreme end but I think they are common. Let me give them to you. After the fire fighter - so we have already gone through one of them. The application was brought in 1986; denied in 1987; appealed to Review Board; denied in November 1990; appealed to the Appeal Division; allowed in January 1993. That mandates the treadmill. Denied, denied, allowed. So now they are saying the cancer was related to work - allowed. But they then send it back. They have to send it back. They are going to do all the other wage loss, and all the other issues that flow from an allow. They didn't have it before. And that is what happened. And first off the employer went to Medical Review Panel, so that took that there. That is still sitting there in abeyance since 1997. But the decision was implemented. It had to be implemented. Just because we are at the Medical Review Panel doesn't mean it stops the decision from being implemented. So the appeals decision was implemented; there were four decisions - in August 1993, March 1994, April 1995, June 1995. Most of those were appealed to the Review Board. All denied November 1996. All appealed to the Appeal Division - one point allowed March 30, 1998. So a month ago. That one point resulted in a pension now being determined. Sent back. And here we go again. I have no doubts from the nature of this file that we are going to go through the system yet again on the pension levels. And so again - here we are we've gone through the system twice and we are going to go through it a third time. And don't forget we have an Medical Review Panel case. If the employer is successful with the Medical Review Panel case then this is all for naught. Because that will be final and binding and there won't be the causal connection between the cancer and the occupation again. This is a problem of multiple levels of appeal. Let me give you a case that just went to court - so I can refer to the name. The judge could not believe the system. This case - the cite is Smith and the Workers' Compensation Board - and I acted for Canadian National Railways. The docket is A97-1414 and it was rendered April 1, 1998.
- This is what happened in that case. June 1989 Mr. Smith applied for compensation for hearing loss arising from work. February 1990 denied. April 1991 Review Board denied. November 1991 Appeal Division allowed. They said that the hearing loss was due to noise exposure but they had to send it back to determine whether or not the level of hearing loss was compensable. And I won't get into details now but for hearing loss you have to hit a certain level to be compensable. So back into the system. January 1992 -adjudicator's decision - the hearing loss was not compensable - it didn't hit the right level. November 1992 -the Review Board allowed - said it did hit the level. Back into the system to determine the pension. September 1993 the pension determined - a .5 functional and granted loss of earnings. Worker appeal because of the deeming of the loss of earnings he disagreed with. Appeal allowed to the extent of got rid of loss of earnings altogether. So the worker got a big surprise - they brought their appeal to the system and lost their loss of earnings. That was in October 1995. So appealed. Appeal Division denied the appeal - no loss of earnings. Very confusing cases because they said they were bound by the earlier decisions that went through the system. This is the third time round. So there was a decision by the Appeal Division - the second time around the Review Board and now this is the third. What the Appeal Division found in the last case was -well it doesn't look like he has any occupational hearing loss but we are bound by the earlier cases. Okay, that went to judicial review and what the - it was denied on the judicial review being patently unreasonable. And so what the court said -a couple of comments on page 6 - undoubtedly Mr. Smith's case was a complex one only from the effect of the numerous hearings and appeals he has been through. Procedures were not made less complex by the fact that subsequent panels including the last panel of the Appeal Division are bound by previous conclusions of the Appeal Division panel. And then on page 13 - said this - undoubtedly their decision, which is their decision which is the last Appeal Division decision was compromised based on the evidence before them and the decisions that had already been made for them. One might even suggest that the decision of this Appeal Division panel is somewhat tortured as a consequence from their attempting to fit the evidence they accepted into the framework of the decision by which they were bound. Again, so we have the dual problem here - the initial if you go through once - delays and inefficiencies and then the treadmill when you have to go through 2 or 3 times. Which is not uncommon. Certainly not a majority of cases but it is not uncommon. Especially when it is deny, deny, allow - you have to send it back. So that treadmill then just compounds the time and you can see the two cases I gave you - both of them are both over a decade already.
- The third concern of multiple levels of appeal is inconsistent decision making. This is between different levels. And they're numerous examples where the Review Board and the Appeal Division simply do not see eye to eye and that's to be expected. And therefore they render inconsistent decisions. And the problem with our system is - if you want to consider it a problem - the consequence of that is that neither level really thinks they are bound by the other. And so you have in the early days - in 1991 - you have the epicondilitis problem between the two; the firefighter brain cancer case - I think we referred to before - both Mr. Steeves and I both were perplexed that the employer did not oppose at the Appeal Divisional level so the case was accepted and went back into the system on new cases. The employer didn't oppose and this time the Review Board on for whatever reasons they had - and they explained their reasons accepted - disallowed the claim so it had to go back to the Appeal Division. All of a sudden what the Review Board is becoming in those kind of cases is simply a conduit that we had to go through to get to the level that we knew we would get a different decision. And that's not saying that the Review Board was right or wrong - the Review Board made certain findings in these kind of cases that I agree with but unfortunately I know the Appeal Division didn't. And that is where we are ending up. So that becomes a problem for the system and you have to ask what the credibility of the system when that can happen. You have the Charter cases; you have the right of the estate to sue cases. You have differences that lead to inconsistent decision making. Ms Korbayashi said on page 25 of her written presentation, she had a full typed version of what she said - and on page 25 it says this - the question of consistency also applies to different levels of adjudication within the system. Entrenched differences between different levels does not enhance the perception of fairness of the system as a whole. And I think that is a fair comment that must be kept in mind when you look at different levels. In the Review Board written submission on page 17 they have this comment - issues of inconsistency between the various levels of the system that now exist will be minimized by the adoption of a single appellate level. I think that is self-obvious. Self-obvious? Self-evident. So those are the main factors but there are others about why they should be one level. The Review Board submission on pages 17 and 18 talk about the complexity and confusion which arises when you have different levels of appeals; each level has their own procedure and administrative rules, which is true. I tried to explore with Ms Korbayashi the difference in jurisdiction between the Appeal Division and the Review Board, which is quite confusing. Remedial jurisdiction the Appeal Division believes they have. They can look at anything that the officer - not the Review Board - the officer dealt with or should have dealt with. That is a very wide jurisdiction where - my understanding - the Review Board is that they take a narrow jurisdiction of what's in the decision letter. That causes some confusion with the system as you are working through it. That would be eliminated with the one level of appeal that would have one system, one administrative procedural rules. Then you get into the dual appeal lines - Judge Gill asked a question of Mr. Steeves about his proposal which I will come back to the proposal that employers shouldn't be a party of the Review Board - if they want to appeal they have to go to the Appeal Division. So you take the same case coming out of claims and having it go - if you have the employer appeal to the Appeal Division and the worker appeals to the Review Board you have the same case sitting in two different places. And I think Judge Gill's comments were that it didn't make sense to him. We have that now. The issues may be a little more defined but we have that now. I have a lot of cases that are sitting in the Appeal Division on abeyance and this is the issue. The employer - the case is accepted on compensability - no issue with that. Low back let's say. The worker is off for 4 or 5 months; the employer has evidence to believe that the worker should be back at work and shouldn't be on compensation - wage loss anymore and goes to the claims adjudicator and says that. The claims adjudicator says - no I'm going to leave him on wage loss; that is an appealable decision. Employer goes back and says to the claims adjudicator - okay we want relief of costs then. Because they had a pre-existing problem too. Adjudicator says no - no relief of costs - that is an appealable decision. The problem is that both of those issues go to different places. On the merits about whether wage loss should continue or not goes to the Review Board; the relief of costs goes to the Appeal Division. And it becomes more dramatic when the issues of section 5.5 - proportional entitlement come back with the flip side - well if it is not a proportional entitlement we want relief of costs. Because it is the exact same issue from a different focus but section 5.5 goes to the Review Board and section 39(1)(e) goes to the Appeal Division. And the reason the Appeal Division does not deal with it is because they will not deal with an issue that they could make a finding that will impact on the Review Board's decision before the Review Board does that. So we have a situation where the employer has an appeal and we've been waiting 2 or 3 years sometimes before we can get that appeal through to the Appeal Division because we still have to wait for the Review Board. So again that is a feature of having more than one level of appeal.
- We also have evidence that one level of appeal does work effectively in our system; section 11. Brings if from the courts to the Appeal Division. And I asked the witnesses those questions; it is the exact same issue that if it was brought up to the Workers' Compensation Board instead it work its way through and it was obviously - yes. The issue is someone a worker or an employer - that rises out of the course of employment. Would always start out of the adjudication level - if the person came for compensation and would work its way through the system. When you do it through section 11 you go straight to the Appeal Division and there is no ability to appeal other than judicial review or reconsideration on narrow grounds that is set in the act and I'll talk about reconsideration later. And there doesn't seem to be any inherent problem in doing it that way. So there is already precedent in our system for one level of appeal that seems to work. And there are certainly others. All the employer issues are one level of appeal. You go to Section 96 - and you'll see the employer ability to appeal - not on claims issues - those go through the route but on assessment issues, classification issues, and occupational health and safety issues - those are all one level of appeal. And we'll talk about narrow view to appeal too - we have grounds we have to face, we don't have de novo. And so there are already precedents in the system. And then you go to the 1991 inventory. The first one - on page 151 says this - it is difficult to conceive of a system that permits more levels of appeal than this one. Egregious parties have numerous bites at the apple. And the only difference between then and now is managerial review had a more formal - informal formal - it wasn't in the Act - role - now it is not as visible but you can still go through managerial review - all the other levels were there. So again - one of the mandates the Royal Commission has been given is to review the administrative reviews - this is an outside, objective examination of our system. And it was obvious to them that we have a system, which has again - permits - it is difficult to conceive of a system with more levels of appeal than this one.
- A couple of brief comments then on to respond to other points that have been raised either today or other days about why we should have more than one level.
- Mr. Sayre has on numerous times referred to other systems which I have to admit I am not familiar with; Employment Insurance, Canada Pension Plan, etc. Always with the question - well this is more important - they should have more levels of appeal. The fact of the matter is we are focusing on Workers' Compensation Board. The Briefing Paper on Appeals - section 5.2.1 sets out all the other jurisdictions on Workers' Compensation Board. My read of it is that there is no other jurisdiction that has multiple formal levels built into their Act with two exceptions - Newfoundland and New Brunswick that you go from a formal external to court. But I'm not quite sure because I haven't had the legislation on what level - what the - if it is de novo to court or not. But it is not two or three systems in the Workers' Compensation Board. They all seem to have an internal review and then external. And we already have an internal informal review and if we are going to have one level of appeal I think we want to make sure our internal review - the reconsideration under section 96.2 - that's where it is - is properly constructed and properly used and hopefully case management will be a big tool in doing that and you heard from Mr. Buchhorn on hoping to cut down appeals through case management by having everybody including these worker and the employer and the doctor involved up front. If that works there is the internal review process and then we can build in the informal managerial review - get us to our one level of appeal. Which is then consistent with what I have read all the other systems being. And again - the panel the Royal Commission has that paper I assume and it is at section 5.2.1. And so then the only reason that I am left with that I've heard about why there should be more than one comes back to Mr. Bates' comment -the appeal structure is designed to accept claims if at all possible. I don't think that is a valid reason to have more than one level of appeal.
- Now the stats bear that out that it's certainly and the employers have always felt that way - that it is slanted towards the acceptance of appeals. The Review Board worker appeals in 1994 and this comes from their annual report - and the 1995 report shows 1994/95 statistics; the 1996 shows 1995/96 statistics. In 1994 oral hearings allowed -worker appeals - 38.3%. and the read and review allowed 33.2%.
- So a third appeals were allowed; 1995 oral hearings allowed 33.4%; read and review allowed 26%; 1996 oral hearings allowed 38.9%; read and review allowed 28.1%.
- Then you go to the Appeal Division - 1996 allowed 26% and this was combined - they didn't separate employer and worker and partial allowed 15%; going back in time - 1995 they did distinguish - worker/dependent allowed 27%; and partial 15%; in 1994 for workers and dependents - Appeal Division allowed 35% and partial 12%.
- Then you get to the Medical Review Panel and a chart was put in front of you - you have that information - in 1994 -47% overturned - these are worker Medical Review Panel's I assume - the majority - the vast majority; in 1995 - 38%; 1996 - 45%; 1997 - 39%. So if you compound that throughout the system well Mr. Bates is right at the end of the day -certainly claims are being accepted - whether the system was designed that way or not that's a problem area - but again the employer community says we should not have an appeal system that has all these other difficulties and problems in them simply so that we can have a way to allow claims. If you want to do that just say at the beginning everybody who has a claim that's accepted and let's go.
- Mr. Sayre in a question to Mr. O'Brien on page 86 of the transcript said this in his question -Now the system now provides three opportunities to get the right decision and your proposal for solving the problem as you presented it which is that you take 2.5 years and you feel that that's too long - seems to be to eliminate two of these opportunities and I fail to see how that is going to benefit injured workers. Now, again I'm not sure the appeal system is what we want to structure injured workers unless we are talking about efficiencies, and timeliness, and consistency as opposed to you are going to go in and you are going to win. I don't think the issue is putting in more systems to be right or wrong; if you sit down in a friendly little room with the Review Board and you say they've come up with 3000 decisions - how many of you think you made wrong decisions. I bet not many put up their hands. They truly believe on the facts, the policy, and the law in front of them - that they made the right decision. And most of the times you say to them well you know the Appeal Division disagreed - they'll say well the Appeal Division made the wrong decision. Or they'll acknowledge as in most cases that you have in with our de novo - new levels. We would have made a different decision too if we had evidence; it doesn't make it right or wrong and I think you would find the same thing if you sat down with the Appeal Division. Right and wrong is very subjective because they all try to do their best with what they have and they all believe that they are making the right decision. I don't think you have to build in three or four levels just for right or wrong. You need a competent one level, well-trained, well-versed - having that specialized knowledge in the area and mix of legal and non-legal people and if they are competent they'll make the best decision they can under the circumstances. If it is unlawful you still have the court to go to.
- Q: Are you in essence supporting Mr. O'Brien's submission of the Workers' Compensation Board Review Board?
- A: We are certainly supporting that there should be one level. If that is what you mean by supporting the submission?
Q: Okay; there all sorts of other aspects - like how you get non-medical facts, decide how you get medical facts and so on.
A: Yes, and you'll see I'm going to go through all of it - there's a mix and I think I'll be there in a minute - external versus internal - the Review Board suggests external. The time limits I don't agree with; I don't agree with the Medical Review Panel provision being binding for a lot of reasons we talked about so I'm going to go through all those things.
And then Mr. Steeves said today that two levels of appeal -he left the impression that the Review Board is an ad hoc, quick - which in my submission it isn't necessarily most of the time - but an ad hoc, quick informal appeal that doesn't have to worry about right or wrong because there is another level above them that is going to fix it up. Again - there is no way you are ever going to convince the Review Board that that's their role. And nor should it be. If they are going to remain as a valid level of appeal they are going to do whatever it takes to be right in their mind. And I don't think they believe they can be wrong because they know there is a quick fix above us.
Q: I don't think he is saying that in all fairness; I think he is saying that the process is that is being used at the earlier level might be more informal as opposed to that at the higher level.
A: I think the Review Board thrives on informality. And I'm not sure that you'd see any difference if you took out the high level and left the Review Board there. And then Mr. Steeves said that if you only have one level there would be more judicial reviews. He may be right. And more successful; I disagree with that. I think the law on judicial review is becoming more and more and more difficult to go to court to convince the courts to interfere in a decision made by a specialized tribunal. So there may be more but I don't think there is going to be more success. The other comment I want to make before I move to internal/external is Mr. Steeves has proposed the - for the employer not to have party status at the Review Board and we've already talked about the concern about if the employer wants to appeal what they have to do. But even on the respondents' side - it raises a lot of concerns in my mind. Take the cancer cases as he's referred - those cancer cases were all - the employers were respondents - they went ten days. Those were very significant cases to put in the system; the precedent value - it just says - as we anticipate the brain cancer would be precedent when the employer said we don't oppose. The precedent value is such that the employer should obviously have the right to be party status. To probe the whole aspect of the case from the view point of being a party as opposed to just being a witness having the opportunity to come up and present evidence but that is the end of that.
Q: can we go back a second to your part about the courts not allowing more claims - do you not accept Mr. Steeves' point that that courts would probably give consideration to the fact that a case has been already through a multi-level of appeal and review in making their determination as to whether or not what type of consideration they gave in their review?
A: A. - I don't accept it; B. it may happen but you are never going to read it I think because C. the law is quite clear about giving deference to specialized tribunal. Period. That is law on judicial review; and it is an extremely tough test to get around - excess of jurisdiction or patently unreasonable so no I don't think that the courts are going to say - well it only went to one - the Appeal Division - that we are going to start overturning more because they didn't have the additional safeguards. I don't think safeguards are three or four levels. It's having a competent, well-trained appellate level.
Q: So one level would be the end of the road?
A: With judicial review also; you can't take that away - nor should you. But yes one level would be the end of the road. One formal level.
Finally Mr. Steeves said that employers have more resources to employ -this one of the reasons why they shouldn't be at the Review Board - to employ consultants and other representatives. And I indicated to him that I was going to challenge that because of the information we received -I got it yesterday - we got a letter from the Review Board -and Mr. Steeves had asked the Review Board for information about how many people are represented and not represented by whom and the Review Board said they had that information. It came yesterday; I got it. So I'm sure - it was addressed to Mr. Robertson so I'm assuming that the Royal Commission has it. When you look at it it's shocking about the level of representation that the worker has as opposed to the employer. The numbers in all years except 19 - in all years the level of representation for the worker are substantially greater than the employer. And what was really surprising was the number of lawyers involved for workers. But the main categories are worker's advisor, lawyer, and union representative. For the employer you have some consultants, you have some organization, some lawyers but the percentage when you work out the unrepresented is always much greater on the employer's side for their appeals than the worker's side. So I don't think that justifies the argument that employers have the resources. So those are the submission on one level; I would like to turn to the issue of Internal versus External - assuming we end up with one level.
Q: Large employers would go there - like - they would show up - I mean MacMillan Bloedel probably don't need anybody to represent them do they?
A: I'm not sure I agree with you. Sorry - that large employers show up that readily and but I do agree that large employers generally have a more claim focus - they either have a claims department - or they have a claims and an occupational health and safety department. If they have a claims department; yes you are right and only the claims person goes to sit and listen and I think that is comparable in their experience and their expertise to the union business agent for example - I think that is an equal level. But a lot of employers don't go - was my experience. A lot of employers when it comes to budgeting legal fees or representation fees -they don't budget Workers' Compensation Board as a separate heading; they budget Workers' Compensation Board for assessments. And they know they are going to pay assessments and that is in their budget. And the legal fees are for the other ones that are a direct challenge like a labour relations board hearing or a human rights hearing or an employment standards hearing or a wrongful dismissal or a penalty hearing on a Workers' Compensation Board matter that they get involved in because they are challenged; it is a direct fault issue. But when it comes to claims it's taken a long time to get employers to get involved. And that's why I've been finding the tone disturbing over the past couple of weeks - because I have spend significant efforts - right or wrong - to get employers to get involved in the system; understand the system - go to the appeal levels and try to figure out what is going on - you have a much better ability to deal with Workers' Compensation Board on a day to day basis if you understand it as it is going through the system. And then to be told that we are becoming too aggressive and we shouldn't be involved goes kind of contrary to that but those are going to be some of the philosophical decisions that the Royal Commission is going to have to work out.
Internal - external - the primary factor if not the only factor of any import raised by the Review Board is independence. The need for independence and the perception of independence. And that is a very important factor; I don't want to belittle that. But I tend to rephrase it now based on experience in the system and I asked Mr. O'Brien about this - I tend to call it the ability to work effectively within the system. And I would like to focus on that - which level - internal or external is going to be able to work effectively with the system. I think everybody agrees - all counsel agree and I think all the presenters agree - policy development rests with the governance system not with the appellate system. The problem becomes how do you ensure that that line of separation is maintained? And that is one focus of internal versus external. Internal -the governing structure is supposedly responsible for - accountable for the appellate structure - when it is internal. We are going to talk a little more about this tomorrow on the Hughes' Report. But it very much depends for this policy line separation for the governance to have the ability and the willingness to effectively oversee the appeal tribunal and hold them accountable for that. And I think our system has been weak on that in governance.
If it cannot be effectively done through the governance system and the internal system then external probably is the better way to go. But you still have the same problem. You know so okay I don't think you are going to find any difference when you go external about policy creation and implementation. I think you are going to get tough decisions through the system and I think both the Appeal Division and the Review Board do the best they can. And both - in a lot of cases - make the same decision and both in the view point of the outside communities may look at that decision and say hey you are creating policy. Internal, again, governance is supposed to deal with that; external you can't use governance to deal with that. You are probably looking at a third party court. I am always hesitant to be recommending a strong role for the court but if we go external I think we have to do that. And that is the recommendation of the Review Board when you read their submission about the role of the court on those kind of issues. So that brings me to another reason for external - I'll continue on the policy - Don Munroe's advisory council said this on page 22 - about one of the concerns - the disadvantages he called it of a free-floating internal tribunal. And the first disadvantage has to do with the division of responsibility for policy making on the one hand and adjudication on the other. Whether one chooses an internal or external system it is irrefutable that only one body should be making policy. Further that body should be the Board of Governors with the advice and the assistance of the Executive side of the system. We all agree with that. From the experience of at least one Canadian jurisdiction - and here is the key - and this strikes us as predictable. The establishment of a purely external tribunal of last resort sets up a competition as to where the general policy making for claims really resides. This is counterproductive, both to the work of the system and to its overall credibility.
My personal view is that that is a correct opinion - the predictability of that is you are going to have that tension. And it wasn't just Mr. Munroe's again. I know Mr. O'Brien disagreed with that and explained why but it was made up of 13 very diverse people working with Mr. Munroe on that coming up with the - as I said at the beginning - I think he even mentioned this which he was surprised about - a unanimous report. So it is a fact that you have to weigh in mind is independence - it certainly an role and we'll come back to that - but there are also other factors that will have to be looked at.
Q: Mr. Winter can I interrupt before I forget. Would the making of policy by an external appellate tribunal be reviewable on judicial review with a privative clause?
A: I think it depends on how the legislation is worded.
Q: Go to jurisdiction?
A: I think it would have to be - A. you can deal with it in the privative clause if one wanted to but I think most of the jurisdictions actually put it in a provision allowing similar to what was recommended by the Review Board suggesting or - not suggesting - but allowing to go to court on that issue. If you don't put in that provision it depends on how you word authority to create policy because if the authority is very clearly written that it rests with one body and another body tries to exercise that authority you have an excess of jurisdiction. I think that is a judicial review matter. I think the problem is always going to become as it was when you talk to the Appeal Division now - we didn't create policy - now you get into the discussion of - did you didn't you? I think the internal if it is well run - the governance structure is supposed to have a better role in saying - well we don't have to debate this - whether you did or you didn't - you did. These are the reasons we think you did. This is the problem we have; we are going to deal with it. When you have an external from the governance, they don't have that ability. Maybe they have an informal line of communication but there is no ability for one to say to the other - you are accountable to us. We are responsible for you.
Q: Surely it is not that hard for a tribunal to determine when they are venturing into making policy as opposed to apply it?
A: I had - I thought it was fairly obvious - I keep using the case - I keep getting told I'm a lawyer that is why I us it - the legal fees case. The policy is quite clear - no legal fees. Period. I tend to agree that that's a fair amount of discretion. And there are cases that have gone to court on that. The Appeal Division didn't just say there is a potential to use our discretion here. They went a step further to say we will recognize legal fees when there is a flagrant abuse. And that has now become the test. That is a policy issue they could have recommended to the governors that - I think you should put in a test of flagrant abuse and you were there you can go to the transcript. I was asking Ms Kobayashi about it and that is the attitude you always get from them. And again I think that is the proper attitude you are going to get from an appellate structure. Nobody if they are doing their best is going to come and say to a third party -yeah we know we created policy - we know we can't - but we did it. Obviously they believe they didn't do it.
Q: Isn't the judicial review the deterrent to the tribunal to make policy and if they do err then the courts can straighten it out?
A: They could and I think the section 621 kind of example - one judicial review was kind of similar to that but again I don't think it is wise to build a system that is going to be leaning on the courts more and more. And I will come back to why I am leaning toward an internal one just to continue the internal/external - you have a very fragile system; we have been unstable for a long period of time. We need stability; we don't need new ways of instability and using the courts for judicial review to enter our fights which they will turn into of whether you created a policy or not - I just think is wrong for our system at this time. I'll come back to that in a minute. I just don't think it is the time to have that fight going on. But I accept your ultimate point. If it is an excess of jurisdiction the courts can say that. What you then end up having I think also is - okay - nobody is going to say the court is choosing sides but that is what it is going to become. Well - you know this case they said the governors were right they created policy - nyah, nyah, nyah, nyah. And this case the Appeal Division well you were right you didn't create policy, nyah, nyah, nyah - I think it starts to harden the positions with each other about what is policy and what is not policy and who is role is it? Because you have a third party arbiter that is always probably going to give you a different decision and different lines because policy is not an easy issue to decide when is it interpreted and when is it created? I think those are easier decisions to deal with internally.
Q: So you are balancing the perceptions of those who are being dealt with in the system -that it is independent of the Board and the value of that against the problems you raise?
A: And again I think independence has a humungous value and as I said if people are convinced at the end of the day that the internal governance system cannot control policy then I don't think internal works; I think it has to be external. Because you are not going to court but you are still going to have the problem. And then we still have the same problem but there is no one to go to say we have a problem. Governance doesn't deal with it; the Appeals tribunal in good faith doesn't believe they did it. And I think Mr. Buchhorn said it is not for the parties to have to take this dispute to court. When you use the external you are probably going to build in the system itself to take itself to court because it is two different parts fighting each other. But again my concern is going to be the stability issue. So let me just elaborate on that. There has always been bickering in our system - the Review Board and the Workers' Compensation Board before we had a Appeal Division obviously had tensions and it is recognized in the administrative inventory and that is to be expected. The Appeal Division and the Review Board have had tensions. Worse times and better times; I've reviewed some of those with the witnesses and certainly there are tensions. It leads to bickering. We are at a point in time when we have gone through the governance system in the 1990's -we went from commissioners, to governors, to administrators - three separate systems just in the 1990's. We've gone through 3 separate Chief Executive Officer's/Presidents and are still looking for another one in a 5 or 6 year span. You've heard - we've had discussions the employer community has raised concerns about he delay in getting important things done. And some of the answers that labour or I think it was mainly Mr. Steeves has asked the witnesses - Well isn't part of that because the governance structure is falling apart? And it may be true; but again it's been a very unstable 6 years - I know what the premier said when this commission was created - it was a focus from the disabled workers' side. But if you go back and look at history I think a big factor was they first found that the existing governance structure was - dysfunctional was the word used. Got rid of that and put in a Panel of Administrators and we moved to a Royal Commission.
So I think there was more than one feature of the system that prodded a Royal Commission. And I think governance was an extremely important feature of why we have a Royal Commission here. And I think it is an underlying need for stability. So what we need in BC right now is stability; a strength of leadership and when we take healthy bickering that's fine but we don't have healthy bickering because we are not stable enough to have bickering that is healthy in my submission. You have a very polarized labour/employer environment right now. And BC has often been that way.
I don't think it will be very difficult for employers and labour to choose sides. We'll see an external appeal function that we think is doing something wrong; if labour likes that decision we'll support the governors and we'll go to them and they will be on the other side or vice versa. I think you will see a lot of that in BC just because of the nature the relationships are right now. Again the system I don't think can handle that right now and that's why I think it turns dysfunctional at the governance level. The majority rules. Labour and employer; it doesn't work. So some comments on Independence. Again, I've already expressed my view that it is a very high profile issue but it has to be balanced with others. Can there be independence of an internal within the Board as an appellate? I think it can; it's there now. I think it works. I think the Appeal Division has a significant amount of credibility with the people that understand the system - that work with the system. I think they have as much credibility as the Review Board and as much discredibility in certain cases as the Review Board. I think a concern is having the Chief Appeals Commissioner sitting as a governor and not a voting governor. I think that does create a stronger perception of loss of independence. If you are going to create external or internal you have to separate the judicial function from the administration function. Having the Chief Appeals Commissioner sit as a non-voting governor really blurs that independence. And that is different than saying the Chief Appeals Commissioner if it is internal has a reporting function. And should be invited to the governors' meetings to report on what's going on - significant issues at the Appeal Division - I think that is mandatory. And should be included but not as a non-voting member. And so if we slip down to external, I think the exact same thing applies. Nobody seems to say that if you ha