MINUTES OF THE PRESIDENTS’ CONFERENCE

FEBRUARY 27-28, MARCH 1ST 2003

THURSDAY, FEBRUARY 27, 2003

AFTERNOON SESSION

CALL TO ORDER

The meeting was called to order at 1:15 PM .  Betty Bannon, President of the Union of Taxation Employees presided.  All members of the Executive Council were in attendance.

Sister Bannon advised all participants that Marcel Bertrand, Diana Gee, David Quist and Lina Ruel have been appointed Harassment Complaint(s) Administrators for the duration of this Conference and that any harassment issues during this conference are to be addressed to them.

She asked the Local Presidents and the Youth Members to introduce themselves.  She then introduced the Executive Council members, the Labour Relations Officers, and her Executive and Administrative Assistants.

OPENING REMARKS

Sister Bannon commented on the UTE Questionnaire stating that it was the first time in UTE history that a membership questionnaire was sent out to all members for input.  She also informed the attendees that an advance copy of the questionnaire was provided to all local executives in order to familiarize themselves with it and be able to answer questions from the membership.  She added that all questionnaires returned to the National Office because of wrong addresses will be returned to the locals as soon as possible, at which time the locals will be asked to deliver the questionnaire to the members and obtain the correct addresses. The company we hired will then compiles the data, conduct an analysis and provide us with a comprehensive report, a summary of which will be made available to all locals who, in turn, will be asked to share the information with members.  Sister Bannon re-iterated that this was one of the most important ventures taken by the union and the results will guide us in future endeavors.

On another note, sister Bannon welcomed the youth delegates to the UTE family and stated that she looked forward to chairing the youth caucus scheduled for tomorrow.  She added that this was the first in many steps taken to ensure successor ship within the UTE, that the national executive had been unanimous in approving this initiative and that she enjoyed the energy they all seem to have.

She commented on the CEUDA / UTE jurisdictional dispute and stated that the matter will be discussed further when we get to the agenda item.

She wished everyone a good conference.

HOURS OF SESSION

M/S/C             Barb Stewart/Denis Brunette  

That the hours of session be as follows:  

Thursday:       1:15 to 5:00

Friday:            0900 to 11:45; 1:15 to 5:00 ;

Saturday:        0900 to 11:45; 1:15 to 5:00 .  

ADOPTION OF AGENDA  

M/S/C             Gerard Ennis/Doug Gaetz  

That the agenda be adopted as circulated with the following additions from the delegates.  

1.         Acting Assignment ( Calgary )

2.         Pre-Retirement Course ( Sherbrooke )

3.         Medical Certificate ( Ottawa TC)

4.         Union funds for bereavement and sympathy ( Edmonton )

5.         Reading and interpreting Collective Bargaining (Burnaby Fraser)

6.         National Standing Committee ( Thunder Bay )  

Point of privilege – Norbert Wenzel  

Brother Wenzel announced that there would be a fund raiser for one of his member.  They have a new baby that requires an extensive hospital stay out of town and the member has to incur substantial expenses.  The National UTE donated an Oil Skin Jacket to raffle.  He urged everyone to buy tickets.  

The Chair stated that the point of privilege was well taken.  

EXECUTIVE COUNCIL BUSINESS  

The Chairperson reported briefly on the following business conducted by the Executive Council earlier during the week.  

·        Dates for the Regional and National EO Conferences.  They will be in the Council meeting minutes.  

·        Motion referred to the Executive Committee on setting budget for UTE promotional items for Council Members.  

·        Motion referred to the Executive Committee on setting a non-commercial allowance for members when on authorized business.  

·        Motion referred to the National President on setting a pre-bargaining meeting including the PSAC and CEUDA to set ground rules for Collective Bargaining.  

·        Motion referred to the Executive Committee for June Council on Negoquizz.  

·        Adoption of Guidelines for Expenses and Guidelines for Committees.  

·        Adoption of one (1) additional day of leave with pay during this trip for Alternates attending the Training Course following this Presidents’ Conference  

·           Adopted as a Non UTE Event were the following two (2) conferences:

- Canadian Association of Statutory Human Rights (CASHRA) ( Winnipeg )

- Rainbow Visions (Montréal)  

·           Adopted as Donations were:

- Tarbutt Street Soccer League

-  Saskatoon UTE Angels Fastball Team

-  Safe Grad High School – Halifax/Dartmouth  

Remaining outstanding items will be dealt with on Sunday morning.

ITEMS SUBMITTED BY THE PRESIDENTS  

1.         EAP – Referral Agent Resolution ( Saint John )  

m/s                  Darlene Bembridge/Barry Melanson  

Be it Resolved that UTE members who sit on local EAP Committees be allowed to attend the EAP Referral Agent Training; and  

Be it Further Resolved that UTE revoke its stance on EAP Referral Agents.  

Local:             The intent is not to get rid of external services but to get additional training.  

Chair:             UTE’s position is that we do not support UTE members being referral agents. The main raison is to protect our outside services. If we let the employer use unionized members who are staff and free of charge there will be no need for the confidential outside help we now have.  We do not want our members to be referral agents and we do not want our members to get the training.           

Chair of the committee Brother S. Bergeron explained that by using our members as referral agents we could loose the external services provided by experts.  

m/s      D. Gaetz/J. Kosiba  

That the two Be it Resolved be divided.  

MOTION TO DIVIDE CARRIED.  

Be it Resolved that UTE members who sit on local EAP Committees be allowed to attend the EAP Referral Agent Training;  

MOTION DEFEATED.  

Be it Further Resolved that UTE revoke its stance on EAP Referral Agents.  

MOTION DEFEATED.  

2.         EAP week in the Atlantic Region ( Saint John )  

Local :             Explained that a few events were organized to promote EAP week.  The first newsletter was produced and brown bag lunch sessions were organized.

3.   Allocation of current CEUDA Members ( Burnaby Fraser)  

Chair:                She outlined the situation and explained what led to the decision by Sister Riche before the locals talked on the subject.  She said that the document submitted by Sister Riche would be sent to all locals and will also be posted on the website after the conference.  

The locals went to the microphones to share their thoughts, feelings and concerns on the decision.  

The meeting recessed at 1700 hours.    

FRIDAY, FEBRUARY 28, 2003

MORNING SESSION  

The meeting was called to order at 09:00 a.m. with President Bannon in the chair.  

The morning was reserved for discussions on Youth Involvement.  Two caucuses were held, one involved the youth delegates, which was chaired by the National President and the other involved the remaining delegates, which was chaired by the 1st National Vice-President.  Both caucuses shared similar mandates:  “What do the youth need from the Union to get involved” and “What does the Union need to do to encourage youth activism within the UTE”.  The caucuses were asked to report their findings later during the conference.  

Afternoon Session  

The meeting was called to order at 1:15 p.m. with Sister Bannon in the chair.  

Notice of motion was served to amend the agenda – Linda White, Burnaby Fraser  

ATLANTIC  UNION MANAGEMENT INITIATIVE PRESENTATION  

Sister Cassidy introduced two guest speakers who gave the presentation with her.  Mr. Don Collins, Director of Customs in Saint John New-Brunswick, also member of the AUMI  Committee and Mr. Bob Russell,  Atlantic Assistant Commissioner.   Handouts of the presentation were distributed to all participants.  Sister Bannon concluded the presentation by saying that it was the union’s desire to participate in the AUMI process. The parties answered questions from the participants.  Don Collins and Bob Russell were presented with UTE shirt by the chair.

REPORT OF PRESIDENTS’ AND YOUTH CAUCUSES  

Verbal reports from the caucuses were provided to all attendees by assigned staff and Sister Bannon stated that the information provided by the two caucuses will be compiled and provided to the Executive Council and to all Locals.  

REPORT OF THE NATIONAL COMMITTEES  

The Employees Assistant Program Committee.   

Brother Shawn Bergeron, chair of the Committee, introduced the Committee members, Sisters Lina Ruel, Diana Gee and Brother Doug Gaetz.  The chair gave a presentation and handouts were provided to all participants. A copy of the handouts will be sent by email to all locals.  The committee answered questions from the participants.  

Notice of motion was served to amend the agenda – Cosimo Crupi, Thunder Bay  

(Continuation of the following item)

3.         Allocation of current CEUDA Members ( Burnaby Fraser)

Locals:            The locals provided their perception and concerns on the situation.

Asked that the documents that led to this decision be made available to all locals.  

Chair:              They will be.  

Locals:            Asked that something in writing be sent to welcome our new members from CEUDA?  

Chair:                Two documents have already been prepared.  One for the current UTE members that are leaving and one for the new  members coming to the UTE.  They will be sent to the locals via e-mail.  

Point of Privilege – Denis Brunette from Montérégie  

Brother Brunette had to leave and was replaced by Brother Marc Provost.  

The point of privilege was well taken by the President.  

GUEST INTRODUCTION  

The President introduced Sister Nycole Turmel, National President of the Public Service Alliance of Canada.  Sister Turmel congratulated the initiative to integrate the youth to this conference.  She mentioned that the PSAC web site had a section for the youth and that a youth committee was also formed within the PSAC.  She invited everyone to look at the PSAC web site for information on the Convention, collective bargaining, local development, privatization and globalization issues etc.  

The meeting recessed at 17:00 hours.  

SATURDAY, MARCH 1, 2003

MORNING SESSION  

The meeting was called to order at 09:00 a.m. with President Bannon in the chair.  

m/s      Cosimo Crupi/Bob Carpenter  

That the agenda be amended to add an emergency motion – union orientation.  

MOTION CARRIED.  

m/s      C. Crupi/L. Kinhnicki  

That the motion be discussed right now.  

MOTION CARRIED.  

Be it Resolved that all Local Presidents use their Collective Agreement if need be and invoke Article 13.05 to make sure that all locals across the country have employee orientation sessions in place and to endorse a document prepared by the National Office to be signed by all 48 Local Presidents.  

MOTION CARRIED.  

Notice of motion was served to amend the agenda – Bob Carpenter  

ITEMS SUBMITTED BY THE PRESIDENTS  

4.                  Contracting Out ( Burnaby Fraser)  

The submitting local withdrew the item.  

5.                  Medical Card ( Surrey )  

Local:              Asked for updates on the issue.  

Chair:                          She had contacted the Alliance Officer that sits on the committee and she was told that it’s on their agenda as a priority item.  However, they will be looking at the issue during the review which won’t be until 2005.  

6.                  Bargaining – Acting Indeterminates vs Term Positions ( Surrey )  

Local:                          Explained that during filing seasons the term employees are accumulating time to go to the next increment and that the acting indeterminates are not.  

Asked  that each local put in a bargaining demand to make sure that this inequity is taken care of at the next round of negotiations.  

Chair:                          She asked the Chair of the Bargaining Committee to take note of the issue.  

7.                  UTE-SEI Website ( Surrey )  

Local:                          They have been receiving e-mails at home from the local e-mail address because of the way the UTE web side is set up. ie.: When searching for the Surrey Taxation Center it links to the local president’s address.  

Chair:              Will look in to this and make appropriate corrections if necessary.  

8.                  Overtime (pay vs. Time in lieu) Edmonton  

Local:                          The employer wants to compensate for overtime in time instead of cash and threatens to completely disallow overtime during the Holiday Season.  

Can we all agree to what is stipulated in the Collective Agreement, that overtime be paid in cash if this is the desire of the employees?  

Other locals wish to be paid in time for different reasons.  

Chair:              Grievances should be filed if the employer refuses to pay in cash.

9.         Travel Policy ( Edmonton )  

Local:                          The employer requires employees to estimate the mileage then produce the report.  Should employees file the actual mileage?  Different regions receive different messages from the employer.  

Chair:                          Employees should put actual mileage and grieve if asked to do other wise.

Will contact headquarters to see what their views are and then we will send it to all locals.  It could be a regional problem in which case the RVP will look at the issue.  We need consultation on this subject.  

With respect to the kilometer rate, there is a MOU that stipulates that there will be consultation.  However, the employer has chosen to follow the Treasury Board policy.  

If you are within the 16 km radius the employer will not pay for a meal.  

What we need to get from the employer is when a member is on the road for the day, he gets a meal allowance. The employer is not prepared to change on that but we will keep on asking until we get it.  

m/s                  Bob Carpenter/Darlene Muise  

That the item PSAC Convention Attire be added to the agenda.  

MOTION TO AMEND CARRIED.  

REPORT OF NATIONAL COMMITTEES  

The National Bargaining Committee reported.  The chair and committee members updated the Presidents on the Policy of the Union of Taxation Employee on the holding of a strike vote or a ratification vote.  A copy of the policy was distributed to all participants.  Any changes to this policy will have to be by way of a resolution to the Executive Council.  The Committee members answered questions.  

m/s      Doug Gaetz/Dave Shaw  

Be it Resolved that the PSAC inform CCRA that we do not want an offer of authorized time off for ratification votes;  

Be it Further Resolved that if the CCRA offers the time, that all UTE Locals not accept the offer.  

MOTION CARRIED.  

Afternoon Session  

Point of privilege – Anna Gill, Toronto  

She will not seek election for the position of REVP as planned but will run for the position she is presently holding as Alternate REVP.  

The Chair stated that the point of order was well taken.  

Sister Bannon thanked Sister Nicole Duffenais, youth member from Halifax , for addressing the youth caucus on Friday.  She was presented with a UTE shirt.  

REPORT OF NATIONAL COMMITTEES  

The National Health and Safety Committee reported.  The Chair, Chris Aylward, introduced the members of the committee.  Co-chair, Brother Denis Lalancette, Norbert Wenzel and Sister Lina Ruel.  The chair of the committee updated the Presidents on the Regional Health and Safety Conferences saying that the deadline to register to the Newfoundland Conference was March 14 for the NCR and Atlantic regions, the Toronto Conference call letter will go out the week of March 14, and the call letter for the Calgary Conference will go out the week of March 28, 2003.  He also stated that the reasons for mixing the regions were to have approximately the same amount of participants for all the conferences and also to give the opportunity to the Quebec and Montreal regions to meet with the other regions.  He talked about the Workplace Committee Training by stating that the employer has to give the training and that if by April 1, members have not heard anything about the training to advise the committee as soon as possible.  The committee answered questions from the participants.

The National Equal Opportunities Committee reported.  The Chair, Linda Cassidy, introduced all representatives since they were all attending the Presidents’ Conference for the first time.   The Chair updated the participants on the Employment Equity Plan which deadline will be on April 26, 2003 .  Any applications should be submitted to Sister Darlene Bembridge.  Two conferences have been adopted as Non UTE Events during the week; the Canadian Association of Statutory Human Rights (CASHRA) and the Rainbow Visions: Building a pan-Canadian Queer Agenda.  Human Rights Commission is completing the Audit. For the Regional Conferences the same agenda as the last time will be used.  All the conferences including the National Conference will be held in 2004.  Following are the dates of the conferences.  The committee members answered questions from the delegates.  

January 16 - 18, 2004           Vancouver  

February 6 - 8, 2004             Windsor  

April 16 -18, 2004                 Saint John  

May 7 - 9, 2004                      Montréal  

November 4 - 7, 2004           National  

The National Staffing Committee reported. The Chair, Kent MacDonald introduced the members of the committee: Sisters Linda Cassidy and Madonna Gardiner and Brothers Jim Little and Shane O’Brien.  He then updated the Presidents on numerous items including ACS Standards, Performance Evaluation, Performance Management and the Collective Agreement - Article 58.  It was reiterated to send specific issues as bargaining demands for the next round of bargaining.  The committee members answered questions from the participants.  

Point of Privilege – Doug Gaetz  

Thanked Sister Bannon for the initiative to bring the Youth here this weekend.  

The point of privilege was well taken.  

Sister Vanessa Bettati youth member from Montréal spoke on behalf of the other youth members attending the conference.  She thanked the Executive Council members for having invited them and commented that they should see the youth as an investment instead of an additional cost as discussed earlier. She said that the youth were the future of UTE and that they were not spending money for nothing because it will come back to them later.   They appreciated the fact that they had the opportunity to say what they thought, what they expect and also the pleasure of making new friends.  

Sister Nicole Duffenais youth member from Halifax also voiced the thoughts of the youths and what they would like to see from their union.  She thanked the union for getting them here at the Presidents’ Conference and recognizing the importance of youth involvement within the union.  

ITEMS SUBMITTED BY THE PRESIDENTS  

10.       Differing rates of pay ( Edmonton )  

Local:                          Would like to ensure that this situation does not happen during the next round of bargaining.  

Kent MacDonald, former member of the bargaining team explained that he had brought these anomalies to the attention of Brother David Orfald, our research officer from the PSAC to ensure that the pay conversion rules are not just policies of the employer and Treasury Board but that they are included in our collective agreement.  He added that one of our demands will be to have a reduction of increment levels.    

11.       Accounts Inventory in Collections by Regional Pool (Trois-Rivieres)  

Local:              It seems that this applies throughout the country.  Does the employer                           intend to provide statistics of their pools?  

Chair:              She will contact the CCRA to obtain the statistics across the country and information on the funding.  

The intent of the National Pool is to run the pilot with 13 offices.   All regions will be participating but not all offices.  

12.       New Terms of Reference for Collections in Ottawa TC (Trois-Rivieres)  

Local:                          Starting April 01, 2003 the T2 corporate income tax collection strategy will be amended to include a Call Centre stage for low and medium risk accounts (under $100,000). This will have an impact on the district offices.  

There must be a plan showing where we are heading with Collections for the 3 upcoming years?  

Chair:                          I cannot report on something that the employer has not told us.  

                                    She asked the locals to send copies of the documentation they receive from the employer to the National Office  

They were informed that a meeting was scheduled for next Tuesday.  

13.             Agency’s Future Orientations vs funding (Trois-Rivieres)  

Local:                          Does the Agency inform the National President on cuts to finance new activities?  

Chair:                          She received a phone call to set up a briefing the day before on budget freezes but she has not been briefed on any budget cuts yet.  

Local:              Should the issue of Future Orientations go through the Tech Change?  

Chair:                          The employer is changing the way they do business. The words Future Orientations described the CCRA as a whole in changing the way they do business.  We get briefed on some of the changes.  The WFA has been involved.  If it involves a tech change then the chair of the tech change committee gets involved.  There will be changes and we will keep hammering at them.  When you hear of something in the region please let your RVP know. 

14.       Authorization and approvals of requirements to pay ( Calgary )  

Local:                          Would like to advise that Matrix training has been given to TSOs and to people that are doing the work.  Do we know what provincial requirements are?  Should there be standards?  

Other local:     As far as the policy on Matrix is concerned, the employer’s attitude, at least in the Prairies region, is that they will decide on an office by office basis if we will follow the national Matrix Policy.   Please ensure that all members are aware that provincial exceptions that apply to a region differ from provinces and that it is pertinent when it comes to approval of garnishees.  

Chair:              She suggested that the local talk to the responsible RVP.  

15.       Sun Life Health Insurance Card ( Sherbrooke )  

The submitting local withdrew the item.    

16.       Portfolio of Competencies in competition processes ( Sherbrooke )  

Local:                          The agency asked that we provide names of references for them to check but on the other hand the supervisors at the workplace tell us not to use any confidential information.  What do we do with this and is this happening in other locals?  

Other locals:   Yes similar problems do happen in other offices.  

Chair:                          She asked Sister Cassidy, member of the staffing committee to comment on this.  Sister Cassidy said that she has been advised by Bob Russell that he will be meeting with Dan Tucker and Christine Coffey to address this issue.  With respect to access to information, employees are asked to keep track of situations with their clients so that the CCRA is able to contact them if need be to show that this did or didn’t happen and that you have demonstrated what a great worker you are.  This is a breach of Section 241 because if this situation goes to court as it has happened before, then all these documents will be provided and the taxpayer will be aware that the employee provided the information to other parties.  The agency is still struggling with all that. 

17.       CEUDA/UTE ( Peterborough )  

The submitting local withdrew the item.  

18.       PSAC Convention ( Peterborough )  

The submitting local gave the mike to Brother Carpenter.  

m/s      Bob Carpenter/Barry Melanson  

Be it resolved that that this body charge the Executive Council with the task of designing, developing and providing UTE caucus attire to all UTE delegates and observers at the 2003 PSAC Triennial Convention.  

MOTION CARRIED.  

Brother Wenzel stated that $1055 had been raised for the Weidermann family during this conference. He thanked all the participants for their generosity.  

Brother David Simmonds, St. John ’s youth member, won the draw for a UTE jacket.

Brother MacDonald thanked every body for sponsoring children from Badger, Newfoundland , where the flood has caused major economical hardship.  71 children wee sponsored.  

Draw of 2 - UTE “three-in-one” jackets: Fanny Ravenna, youth from the Outaouais Local and Anna Gill, Toronto East Local President, were the winners.    

CLOSING REMARKS  

Sister Bannon talked about a comment she heard from a youth member that made her laugh: "I’m having trouble keeping up with you older people".  

Sister Bannon encouraged the youths to develop their own network and to consider getting involved within their local.  She said that they were the ones who will continue to keep the Union of Taxation Employees strong.  The President congratulated those who went to the microphones and commented that it was done in a professional manner.  She reiterated that the questionnaire was a very important issue and that UTE needs them to help us to promote it.  

Sister Bannon summarized what was ahead of us:  

She concluded by reminding the attendees that the UTE relies on the locals and that they should report to their RVP on the things they do in their locals.  To the youths, she said:  “You make me smile and you make me young”.  

The then wished everyone a safe trip home.  

The meeting adjourned at 5:00 PM .