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A-1273-83
Trans Quebec & Maritimes Pipeline Inc. (Appli- cant)
v.
National Energy Board (Respondent)
Court of Appeal, Thurlow C.J., Ryan and Le Dain JJ.—Ottawa, March 21 and April 19, 1984.
Practice — Applications to review and for leave to appeal National Energy Board decisions — Motions requiring Board to provide staff papers and all other papers relevant to impugned decisions — Under R. 1402, tribunal required to send forthwith to Registry after receipt of s. 28 application all material in case as defined by said Rule, or forward to Registry copies of same — Purpose of R. 1402 to communi cate record to be reviewed by Court promptly in accordance with s. 28(5) of Federal Court Act — R. 1402 casting duty on tribunal to determine which papers relevant and forward same to Court — Respondent failing to comply with Rule — Onus on party seeking production of additional information to satis fy Court as to their inclusion in case — Applicant not dis charging onus — Whether staff reports prepared to assist tribunal should be included in material on which tribunal's decision reviewed to be determined in each case — Confiden tial nature of reports not precluding production — Staff opinions irrelevant to ascertainment of Board's reasons — R. 1301 governing applications for leave to appeal not authoriz ing discovery nor fishing expedition — Motions dismissed — Federal Court Act, R.S.C. 1970 (2nd Supp.), c. 10, s. 28(5) — Federal Court Rules, C.R.C., c. 663, RR. 1301(2),(3),(4), 1402(1),(3) — National Energy Board Act, R.S.C. 1970, c. N-6, s. 18 (as am. by R.S.C. 1970 (2nd Supp.), c. 10, s. 65).
The applicant has brought two proceedings in this Court: an application to review and set aside, and an application for leave to appeal, decisions of the National Energy Board. Motions were brought in both proceedings for orders requiring the Board to provide staff papers prepared for the consideration of the Board in making its decisions and all other papers relevant to the matter which are in the possession or control of the Board. In answer to a request by the Federal Court Registry that the Board forward to it, in accordance with Rule 1402, the relevant material, the Board proposed deferring the filing of that material until the question of its relevancy for leave to appeal had been resolved. The Board argues that its staff papers are confidential, irrelevant and not part of the record of its proceedings.
Held, the motions should be dismissed.
Under Rule 1402(3) a tribunal must forthwith after the receipt of a section 28 originating notice either send to the Registry of the Federal Court all material in the case as defined in Rule 1402(1), or forward to the Registry copies of such material unless the Court otherwise directs. It follows that the Board's proposal to defer the filing of the necessary ma terial is not one that the Court could entertain without a formal motion with an opportunity for the applicant to respond. Under subsection 28(5) of the Federal Court Act, review applications are required to be heard and determined without delay and in a summary way. Rule 1402(3) is designed to get the record to be reviewed before the Court promptly. It is therefore not open to a tribunal to defer complying with the Rule pending some action being taken by a party to obtain a decision as to what is required to be forwarded.
The effect of Rule 1402 is to cast on a tribunal, at least in the first instance, the duty to determine what papers in its possession or control are "relevant to the matter", and to forward them forthwith to the Registry or prepare and forward copies to the Registry. The tribunal knows what is relevant to the decision. The Court, on the other hand, cannot know until all the information has been put before it whether through compliance by the tribunal with the Rule or by affidavits or admissions placed on the Court record. If a party requests additional papers, the onus is on him, on an application sup ported by material showing their existence, to satisfy the Court that they should be produced and included in the case.
The applicant has objected, unsuccessfully, to the production of a class of papers on the ground that they are irrelevant. If the Board was indeed convinced that the papers were irrelevant, its only course was to comply with the Rule and leave them out rather than awaiting a motion for their production. On the other hand, if the Board could not properly take the position that they were irrelevant, it would have to include them in the material to be forwarded.
The applicant had not, however, discharged the onus of satisfying the Court that the Board's papers should be included as part of the case. The order, granted without written reasons, of this Court in Sanyo Electric Trading Co. Ltd. et al. v. Canadian Appliance Manufacturers Association et al. (file A-291-82) should not be regarded as authority for the general proposition that staff reports prepared for the assistance of members of a tribunal either in the course of a proceeding or in the judgment-making process are papers that must be included in the material on which the tribunal's decision is to be reviewed. However, where the decision of a tribunal can be shown to have been based on staff reports, it may well be possible to make out a case for requiring their inclusion. The fact that the reports are prepared on a confidential basis does not afford them protection. As to the opinions set out in staff memoranda, they are irrelevant to the ascertainment of the Board's reasons for decision because they cannot be assumed to have been adopted by it as its reasons. The Board's reasons for decision are those which it chooses to express or which can be clearly shown from its own words or actions to have been its reasons.
With respect to the application for leave to appeal, there is nothing in the material before the Court showing that the papers sought to be produced relate to any of the applicant's proposed grounds of appeal. Furthermore, Rule 1301, which governs such applications, does not provide for a discovery procedure nor does it authorize a fishing expedition. An appli cant cannot demand that the whole of a tribunal's file be transmitted to the Court so that he may search for grounds supporting his application for leave to appeal.
CASES JUDICIALLY CONSIDERED
DISTINGUISHED:
Sanyo Electric Trading Co. Ltd. et al. v. Canadian Appliance Manufacturers Association et al., order dated September 15, 1983, Federal Court—Appeal Division, A-291-82, not reported.
COUNSEL:
H. Soloway, Q.C. and James O'Grady, Q.C. for applicant.
John Sopinka, Q.C. and Nick Schultz for respondent.
SOLICITORS:
Soloway, Wright, Houston, Greenberg, O'Grady, Morin, Ottawa, for applicant. F. H. Lamar, Q.C., Ottawa, for respondent. Howard, Mackie, Calgary, for Nova, an Alberta Corporation.
Fenerty, Robertson, Fraser & Hatch, Cal- gary, for Canadian Petroleum Association and for Independent Petroleum Association of Canada.
McLaws & Company, Calgary, for Alberta Petroleum Marketing Commission.
Clarkson, Tétrault, Montreal, for Gaz Mé- tropolitain Inc.
McCarthy & McCarthy, Toronto, for Trans- Canada Pipelines Limited.
The following are the reasons for order ren dered in English by
THURLOW C.J.: The applicant has two proceed ings pending in the Court. The first is an applica tion under section 28 of the Federal Court Act [R.S.C. 1970 (2nd Supp.), c. 10] (file number A-1273-83) commenced on September 7, 1983, to review and set aside
... the Decision rendered on the 29th day of August, 1983, by the National Energy Board, by which the National Energy Board dismissed the application of the Applicant, made August
11, 1983, pursuant to s. 17 of the National Energy Board Act, R.S.C. 1970, c. N-6, that the Board review, rescind, change, alter or vary the decision of the Board dated June, 1983, and Orders TG-2-83 and TG-3-83 of the Board predicated thereon and dated May 17, 1983, which decision and orders were made in respect of the Applicant's application pursuant to Part IV of the National Energy Board Act for certain orders respecting tolls and tariffs.
The other proceeding is an application (83-A 370) filed on September 26, 1983, seeking leave to appeal under section 18 of the National Energy Board Act [R.S.C. 1970, c. N-6 (as am. by R.S.C. 1970 (2nd Supp.), c. 10, s. 65)] from
(a) the decision of the National Energy Board ("the Board") dated June, 1983 in respect of an application by the Appli cant under Part IV of the National Energy Board Act (Toll Application), and Orders TG-2-83 and TG-3-83 of the Na tional Energy Board predicated thereon, made May 17, 1983; and
(b) the decision or order of the National Energy Board made August 29, 1983, dismissing the application of the Appellant made August 11, 1983, pursuant to s. 17 of the National Energy Board Act, for an Order that the Board review, rescind, alter or vary those elements of the said orders of May 17, 1983 and decision of June, 1983 referred to in the said application;
and for
... an Order to extend the time to file this Application for Leave to Appeal from the decision of the National Energy Board dated June, 1983, and Orders TG-2-83 and TG-3-83 made May 17, 1983;
By notices dated November 16, 1983, motions were brought in both proceedings for orders
... requiring the Respondent, the National Energy Board, to prepare copies of, and provide as part of the case herein, the following documentation:
The Minutes and Records of the proceedings before the Board in the TQM Tolls Hearing held pursuant to Board Order RH-4-82, including proceedings in respect of Board Orders TG-2-83 and TG-3-83 and the decision of the Board made August 29, 1983 dismissing the Applicant's application for review of the said Orders, and including any staff papers prepared for the consideration of the Board in making its decisions, together with all other papers relevant to the matter or to the application for leave to appeal and applica tion which are in the possession of or under the control of the National Energy Board;
At the hearing, counsel for the applicant stated that he was no longer asking for the "minutes and records of the proceedings of the Board" except the minute showing the members of the Board who dealt with the application for review. Counsel for the respondent thereupon indicated there would be no problem involved in giving the applicant that information.
In support of the motions an affidavit by a solicitor was filed showing that by letters dated October 4 and October 7, 1983, the applicant's solicitor had requested production by the National Energy Board of inter alia the minutes and records of the proceedings before the Board including any staff papers prepared for the consideration of the Board in making its decision, that a request from the Registry to the Board to forward to the Court in accordance with Rule 1402(1)' [Federal Court Rules, C.R.C., c. 663] the materials making up the case for the section 28 application as pre scribed by the Rule was sent to the Board on September 12, 1983, with a follow up letter on September 26, 1983, and that counsel for the Board had by a letter dated September 28, 1983, addressed to the Deputy Administrator of the Court, responded to the Court's request as follows:
Thank you for your letter of 12 September 1983. As you may be aware TQM, on 26 September 1983, filed an application for leave to appeal pursuant to subsection 18(1) of the National Energy Board Act with respect to the decision which is the subject of the above section 28 application. The leave to appeal application is filed with the Court under Court File No. 83-A-370.
I presume that, bearing in mind the provisions of section 29 of the Federal Court Act, if the section 28 application proceeds, it will proceed, should leave to appeal be granted, in conjunc tion with an appeal pursuant to section 18 of the National Energy Board Act. In regard to the application for leave to appeal, I understand that TQM will be serving a notice pursu-
Rule 1402. (1) A section 28 application shall be decided upon a case that shall consist, subject to paragraph (2), of
(a) the order or decision that is the subject of the application and any reasons given therefor;
(b) all papers relevant to the matter that are in the possession or control of the tribunal;
(c) a transcript of any verbal testimony given during the hearing, if any, giving rise to the order or decision that is the subject of the application;
(d) any affidavits, documentary exhibits or other documents filed during any such hearing; and
(e) any physical exhibits filed during any such hearing.
ant to Rule 1301(3) with respect to relevant material in the possession of the Board upon which TQM wishes to rely. Once the question of the relevant materials for the leave to appeal has been resolved, we would propose to file the necessary materials with the Court in the leave to appeal proceeding commenced under Court No. 83-A-370. It would seem that this would also, eventually, satisfy the requirement of Rule 1402. I trust that this method of proceeding is satisfactory.
The affidavit also exhibited a copy of a further letter of October 24, 1983, addressed by the Secre tary of the Board to the Administrator consisting of some five pages of argument as to why the Board should not be required to forward to the Court the documents in question. The letter indi cates that there are in fact in the possession of the Board "internal memoranda ... reflective of the Board's internal deliberative process", and that these staff memoranda express views of their authors. In his letter, the Secretary asserted that these memoranda are confidential and not part of the record of the Board's proceedings.
The motions were heard together on March 21, 1984, and judgment thereon was reserved. Since then, letters have been sent to the Court indicating that it is common ground between the parties that staff members of the Board, in reviewing the ma terial on the record of a Board proceeding, may express opinions in the course of that review. Though the letters do not say so, it seems safe to assume that the opinions referred to are expressed in staff memoranda and that the memoranda here in question include such opinions.
That, as I see it, summarizes the whole of what is before the Court as to the nature of the docu ments which the applicant seeks to have included in the case for the section 28 application and also to have forwarded to the Court for use on the application for leave to appeal.
Though the motions were heard together, it appears to me to be desirable to deal with them separately, both because the subject-matter of the attack in the section 28 proceeding is not precisely the same as that in the application for leave to appeal and because the Rule applicable in the section 28 proceeding differs from those applicable on the application for leave to appeal.
Before coming to the precise issue, it may be noted that the letter of September 28, 1983, from the Board's counsel to the Deputy Administrator was and is an unsatisfactory response to the request of the Court for compliance with Rule 1402(3). 2 The proposal made in it to defer for warding the material as required by that Rule was one that the Court could not entertain without a formal motion with an opportunity to the applicant to respond. Nor could the Registry accede to its suggestion. Under subsection 28(5) of the Federal Court Act review applications are required to be heard and determined without delay and in a summary way. Rule 1402(3) is designed to get the record to be reviewed before the Court promptly. The request for the record takes the place of what, under different Rules, might be a writ or order peremptorily requiring the return of the tribunal's record. It is not open to a tribunal to defer comply ing with the Rule pending some action to be taken by a party to obtain a decision as to what is required to be forwarded. Such a course is bound to delay the prompt disposition of the proceeding. The fact that this section 28 application has been pending since last September without the record having been forwarded is an example of the effect of such a course.
2 Rule 1402. .. .
(3) Unless the Court otherwise directs, of its own motion or upon the application of an interested person, the Deputy Attor ney General of Canada or counsel specially appointed to apply on behalf of the tribunal, the tribunal shall, forthwith after receipt of the section 28 originating notice, either
(a) send to the Registry of the Court all the material in the case as defined by paragraph (1), or, if some part thereof is not in its possession or control, the part thereof that is in its possession or control together with a statement of the part of the case not in its possession or control; or
(b) prepare copies of the material referred to in paragraph (a) that is in its possession or control, except the physical exhibits, duly arranged in sets and duly certified by an appropriate officer to be correct, and send four copies of each set to the Registry of the Court together with the physical exhibits if any and a statement of the part of the case not in its possession or control, and send one copy of the copies and such statement to each of the interested persons.
But there is a more important reason why the Rule must be complied with, one which, as I see it, goes to the root of the problem raised by the motion. Rule 1402(1) defines the material of which the case is to consist. The definition includes:
(b) all papers relevant to the matter that are in the possession or control of the tribunal;
The word "matter" in this paragraph may be somewhat broader than the expression "order or decision" found in paragraphs (a) and (c) but for present purposes it can, I think, be taken as refer ring to the order or decision which is to be reviewed in the section 28 proceeding. What Rule 1402(3) then requires is that the tribunal forth with send to the Registry of the Court, pursuant to paragraph 1402(3)(a) all the material in the case as defined by Rule 1402(1) that is in the tribunal's possession or control or to proceed under Rule 1402(3)(6) to prepare the case and send to the Court and parties the required number of copies.
The effect of this system is to cast on the tribunal, at least in the first instance, the duty to determine what papers that are in its possession or control fall within the meaning of paragraph (b) of Rule 1402(1) and to forward them forthwith to the Registry under paragraph (a) or to prepare and forward copies of them under paragraph (b) of Rule 1402(3). The tribunal will know what it has or has had that is relevant, what use has been made of it and why it is relevant to the decision. But at that stage the Court will not know and will be in no position to take notice of any such mat ters. It will only be in a position to know and to decide any of them when the necessary informa tion about them has been put before the Court whether through compliance by the tribunal with the Rule or by affidavit or admissions placed on the Court record. If, when the tribunal has for warded what it considers to fall within the defini tion of Rule 1402(1), a party considers it neces sary to have before the Court additional papers, it will be for him to persuade the Court on an application supported by material showing their existence and why they are needed that they should be produced by the tribunal and included in the case. Such a motion might then be resisted by
putting before the Court affidavits establishing the facts which show either that the alleged documents do not exist or are not relevant to the decision or that for some other reason the tribunal should not be ordered to produce them. But until such proce dures have been carried out the Court will be in no position to deal with either the relevance of such additional papers or the need for an order for their production and inclusion in the case. On the other hand, when such procedures have been carried out the Court will have before it the materials on which to decide the point as well as the representa tions of the parties.
The position in the present case, as I see it, is that the National Energy Board has not complied with the Rule. It has neither forwarded to the Court under paragraph (a) nor prepared and for warded to the Court under paragraph (b) of Rule 1402(3) copies of the papers in its possession or control which it considers to be within the defini tion of paragraph (b) of Rule 1402(1). Instead, it objects on this motion to the production and inclu sion in the case of a class of papers which it has in its possession but which it says are not relevant within the meaning of the Rule. If so, its course, as I see it, was to comply with the Rule and leave them out rather than to wait for a motion by someone else to require that they be included. But, if the Board could not properly take the position that the papers were irrelevant, short of applying for and obtaining an order under Rule 1402(2) to vary the case by omitting them, it had no course but to include them in the material to be forward ed under Rule 1402(3). It goes without saying that the precise nature and contents of the documents in question would have to be exposed by affidavit or other evidence for such a motion to succeed.
On the other hand, assuming that the Board when it complies with the Rule will not include the documents here in question, has the applicant demonstrated that they should be included? I think not. All that is known of them is that they are papers authored by members of the Board's staff of assistants (who are provided for by stat ute), which papers include opinions by such staff members. It is not unlikely that the papers or some
of them came into existence after the public hear ings before the Board and in the course of its decision-making process. While they may have been created in the course of and pertain to the proceeding before the Board which resulted in the decision under attack, it is not shown by anything in the material before the Court that such opinions or the papers containing them amount to addition al evidence or to anything more than comments or suggestions by the staff on the material before the Board or that they form part of the material on which the decision is founded. Nor is there any reason made out why such papers ought to be before the Court for the hearing of the section 28 application. Indeed, having regard to the fact that the section 28 application is brought against the Board's refusal to review its earlier decision, which I do not think can be regarded as an application to review the earlier decision, I find it difficult to imagine what memoranda or opinions, if any, having to do with that decision are in existence. Accordingly, I would refuse the order sought and dismiss the motion brought in the section 28 proceeding.
With respect to the application for leave to appeal, Rule 1301(2),(3) and (4) provides:
Rule 1301. .. .
(2) An application for leave to appeal shall be supported by an affidavit establishing the facts on which the applicant relies.
(3) Where an applicant wishes to rely on material in the possession of the tribunal whose order or decision is the subject of the proposed appeal, whether it be the whole of that tribu nal's relevant file or some particular material, he may serve, on the appropriate officer of the tribunal, a copy of the notice of the application for leave to appeal with a request attached thereto that such material be transmitted to the Administrator of the Court so as to be available to the Court at the time of the application; and when such a request is so served, the tribunal shall cause the material requested to be transmitted to the Administrator of the Court, or, if for any reason it is impossible to do so, it shall so inform the applicant and the Administrator in writing and shall send a senior responsible officer to Court on the return of the application to answer any questions that the Court may have with regard thereto.
(4) Subject to any direction by the Court, after the applica tion for leave to appeal has been heard, the Administrator shall return the material received under paragraph (3).
In addition to the material I have already sum marized, there is on the file of the application for leave to appeal an affidavit filed in support of the application for leave to appeal sworn by the Vice- President and Treasurer of the applicant company exhibiting a copy of the Board's reasons for deci sion of June 1983, and a copy of the application of August 11, 1983, for its review by the Board and setting out seven issues which are put forward as grounds for an appeal. The description of these issues is lengthy and it would serve no purpose to set them out in these reasons. They were scarcely referred to and were not discussed on the hearing of the present application. Nor is there anything in the material before the Court to persuade one to believe that the memoranda or papers of which the applicant seeks production relate to or would lend support for any of the proposed grounds of appeal.
The purpose of the Rule cited seems clear. An applicant is to establish by affidavit the facts on which he relies. If he requires the tribunal's file or something in it to support what the affidavit shows, he is entitled to have what he requires sent to the Court for use on the hearing of the applica tion, after which it is to be returned to the tri bunal. The Rule, however, does not provide a discovery procedure. Nor is it intended to author ize a fishing expedition, of which the present application has all the ear-marks, by making a demand for the whole of the tribunal's file so that the applicant can search for grounds for an application for leave to appeal.
The applicant relied on an order granted with out written reasons by this Court on September 15, 1983, in Sanyo Electric Trading Co. Ltd. et al. v. Canadian Appliance Manufacturers Associa tion et al. (file A-291-82) as a precedent for the order sought in the present case. The order, which was made under Rule 1402(1)(b) and (3) in a section 28 proceeding, required the Anti-dumping Tribunal to prepare copies and provide as part of the case "the preliminary and the final reports prepared for it by its staff in relation to this matter". A review of the file affords no indication of the reasoning which led the Court to make the order but it may be noted that the information
appearing from the file as to the nature of the reports and their bearing on the decision is consid erably more precise than what is before the Court in the present case. There are also differences in the applicable statutes and in the procedures by which the Anti-dumping Tribunal operates which may have had a bearing on the view of the Court as to the need for production of the reports. On the whole, I do not think the order so made should be regarded as authority for a general proposition that staff reports prepared for the assistance of members of a tribunal either in the course of a proceeding or in the judgment-making process are papers that must be included in the material on which the tribunal's decision is to be reviewed. As it appears to me, where the decision of a tribunal can be shown to have been based on staff reports to which the parties have not had access contain ing evidentiary material to which the parties have not had an opportunity to respond, it may well be possible to make out a case for requiring that they be included in the case for review. Further, in such a situation the fact that the reports were prepared and submitted on a confidential basis, in my view, would not afford them protection. But no such case has been made out here.
The applicant's memorandum indicates that the principal reason for seeking the inclusion of staff memoranda in the case is to attempt to establish the Board's reasons for decision. The analysis and opinion in staff memoranda are irrelevant to the ascertainment of the Board's reasons for decision because they cannot be assumed to have been adopted by it as its reasons. The Board's reasons for decision are those which it chooses to express or which can otherwise be clearly shown from its own words or actions to have been its reasons.
I would dismiss the application.
RYAN J.: I agree.
LE DAIN J.: I agree.
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