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A-335-77
Interprovincial Pipe Line Limited (Applicant) (Appellant)
v.
National Energy Board (Respondent)
Court of Appeal, Heald and Le Dain JJ. and Kelly D.J.—Toronto, June 20; Ottawa, August 17, 1977.
Jurisdiction Appeal from National Energy Board order
Whether or not Board can order preparation and filing of information in documentary form not already in existence National Energy Board Act, R.S.C. 1970, c. N-6, ss. 10(3),
14(2), 18, 24, 50, 52, 53, 54, 55 National Energy Board Rules of Practice and Procedure, SOR/72-413, ss. 3(1), 5.1 Inquiries Act, R.S.C. 1970, c. 1-13, s. 4.
This is an appeal pursuant to section 18 of the National Energy Board Act, from an order of the National Energy Board directing the appellant to file with the Board certain information relating to its wholly-owned subsidiary in the United States. Leave to appeal was granted to consider the issue of the Board's statutory authority to order the preparation and filing of information in a documentary form that is not already in existence.
Held, the appeal is dismissed. It is questionable whether the Board can claim to be exercising the powers of inquiry con ferred for purposes of Part Il when exercising its jurisdiction under Part IV. There is no clearly explicit author ity in the Act or Rules for the power exercised by the Board in the present case, but given the practical necessity of such power it exists by necessary implication from the nature of the regulatory authority that has been conferred on the Board. To deny the Board this power and to deny application of such power to information that is available to and under control of appellant by virtue of its control of and common management with its subsidiary would defeat the purposes of the statute. The allocation of costs and charges between appellant and its subsidiary is of essential concern to the Board and the informa tion sought is relevant to that concern.
APPEAL. COUNSEL:
John W. Brown, Q.C., and J. A. Hodgson for appellant.
Ian Blue and Miss A. Bigué for respondent. William G. Burke-Robertson, Q.C., for Brit- ish Columbia Energy Commission.
D. H. Rogers for Ministry of Energy for Ontario.
SOLICITORS:
Blake, Cassels & Graydon, Toronto, for appellant.
Cassels, Brock, Toronto, for respondent. Burke-Robertson, Chadwick & Ritchie, Ottawa, for British Columbia Energy Com mission.
Thomson, Rogers, Toronto, for Ministry of Energy for Ontario.
The following are the reasons for judgment rendered in English by
LE DAIN J.: This is an appeal pursuant to section 18 of the National Energy Board Act, R.S.C. 1970, c. N-6, from an order of the National Energy Board directing the appellant, Interprovin- cial Pipe Line Limited (hereinafter referred to as "Interprovincial") to file with the Board certain information relating to its wholly-owned subsidiary in the United States of America, Lakehead Pipe Line Company Inc. (hereinafter referred to as "Lakehead").
Interprovincial, a company incorporated by Act of Parliament and continued under the Canada Corporations Act, R.S.C. 1970, c. C-32, owns and operates a pipeline system in Canada for the trans mission of crude oil and other liquid hydrocarbons. The system runs from Edmonton, Alberta, to a point on the International Boundary between Canada and the United States near Gretna, Manitoba, and from a point on the International Boundary in the St. Clair River near Sarnia, Ontario, to Port Credit, Ontario. It has a branch line running from Westover, Ontario, to a point on the International Boundary in the Niagara River near Chippewa, Ontario, as well as an extension from Sarnia to Montreal.
Lakehead, its wholly-owned subsidiary incorpo rated under the laws of the state of Delaware, owns and operates a pipeline system for carrying similar products in the United States. The Lake- head system commences at a point on the Interna tional Boundary between Canada and the United States near Gretna, Manitoba, and traverses the states of North Dakota and Minnesota to Supe rior, Wisconsin. From Superior, a northerly line crosses the states of Wisconsin and Michigan to a point on the International Boundary in the St. Clair River. A southerly line extends from Supe rior across the states of Wisconsin, Illinois and Indiana around the southerly tip of Lake Michigan
and across the state of Michigan to a point on the International Boundary in the St. Clair River immediately downstream of the northerly line. The pipeline commences again at a point on the Inter national Boundary in the west branch of the Niagara River and extends to refineries in Buffalo.
The Interprovincial and Lakehead systems con nect at the points referred to above on the Interna tional Boundary near Gretna, Manitoba, in the west, and near Sarnia and Niagara Falls in the east. The Lakehead system makes deliveries in the United States, but it also forms an essential part of the integrated system by which crude oil and other liquid hydrocarbons are transmitted from western Canada to the Provinces of Ontario and Quebec.
Interprovincial is subject in respect of its inter- provincial pipeline to the regulatory jurisdiction of the National Energy Board and Lakehead is sub ject in respect of its pipeline to the regulatory jurisdiction of the Interstate Commerce Commis sion of the United States. The tariffs filed by Interprovincial with the Board include joint tariffs entitled
INTERPROVINCIAL PIPE LINE LIMITED
in connection with
Lakehead Pipe Line Company, Inc.
and covering through transportation from points in western Canada to points in eastern Canada. The precise extent of the Board's jurisdiction with respect to such joint tariffs is not in issue on this appeal.
The order appealed from arises out of a rate hearing which the Board ordered of its own motion to determine whether the tolls charged by Inter- provincial are just and reasonable and whether Interprovincial makes any unjust discrimination in tolls, service or facilities against any person or locality. The authority for such a hearing exists under Part IV of the National Energy Board Act, and in particular, in virtue of sections 50, 52, 53, 54 and 55 thereof'. Subsection 14(2) of the Act
' 50. The Board may make orders with respect to all matters relating to traffic, tolls or tariffs.
52. All tolls shall be just and reasonable, and shall always, under substantially similar circumstances and conditions with respect to all traffic of the same description carried over the same route, be charged equally to all persons at the same rate.
(Continued on next page)
provides 2 that the Board may act of its own motion to exercise its jurisdiction under the Act. Interpro- vincial does not in these proceedings challenge the authority of the Board to conduct the rate hearing that it has initiated in the present case.
The issue on appeal is the authority of the Board to compel Interprovincial to file certain informa tion related to Lakehead. The information is speci fied in the Board's Order No. PO-5-RH-2-76 dated February 10, 1977 as follows:
1. Information for Lakehead Pipe Line Company Inc. for 1975 and 1976 similar to the information already provided respecting Interprovincial contained in Exhibits 19(A) and 19(E).
2. An up to date, physical description and systems map of the facilities owned by Lakehead Pipe Line Company Inc., includ ing laterals, tankage, loading and delivery points.
3. The actual throughputs by product to delivery points of Lakehead Pipe Line Company Inc.'s systems for the year 1976.
4. Lakehead Pipe Line Company Inc.'s tariff curves, including supporting data and information as to the method used in developing the historic curve.
5. Calculations supporting Lakehead Pipe Line Company Inc.'s minimum charge, its cost additives for specific move ments to specific areas and its oil allowance.
Interprovincial applied to this Court for leave to appeal from the Board's order pursuant to section 18 of the Act upon the following grounds:
(Continued from previous page)
53. The Board may disallow any tariff or any portion thereof that it considers to be contrary to any of the provisions of this Act or to any order of the Board, and may require a company, within a prescribed time, to substitute a tariff satisfactory to the Board in lieu thereof, or may prescribe other tariffs in lieu of the tariff or portion thereof so disallowed.
54. The Board may suspend any tariff or any portion thereof before or after the tariff goes into effect.
55. A company shall not make any unjust discrimination in tolls, service or facilities against any person or locality.
2 14. (1)...
(2) The Board may of its own motion inquire into, hear and determine any matter or thing that under this Act it may inquire into, hear and determine.
1. That the National Energy Board has no jurisdiction over Lakehead Pipe Line Company Inc. (hereinafter referred to for convenience as "Lakehead") and accordingly the National Energy Board erred in law and exceeded its jurisdiction in directing the applicant to file information respecting the costs underlying the tariffs and tolls charged by Lakehead.
2. That the National Energy Board erred in law in holding that it had sufficient jurisdiction over joint tariffs to enable it to require the production of information relating to the operations of a pipeline located in the United States of America and owned and operated by Lakehead.
3. That the National Energy Board erred in law in holding that it had jurisdiction to order the applicant to produce information relating to the operation of a subsidiary company which carried on business solely in the United States of America.
4. That the National Energy Board erred in law and exceeded its jurisdiction in requiring the applicant to file financial infor mation not already in existence related to the operation of Lakehead.
By order of this Court dated May 10, 1977 leave to appeal was granted upon the following terms:
... on the following question only namely:
That the National Energy Board erred in law and exceeded its jurisdiction in requiring the applicant to file financial informa tion not already in existence related to the operation of Lake- head Pipe Line Company Incorporated.
In thus limiting the appeal to the fourth ground on which leave was sought the Court has ruled that the question of whether the Board has any jurisdiction with respect to Lakehead, as distinct from Interprovincial, is not an issue on the appeal. The emphasis in the question on which leave was granted is that the information referred to in the Board's order is information that is not already in existence in the form specified by the Board, and this is the point to which argument was directed on the appeal. Counsel appeared on behalf of the Minister of Energy for the Province of Ontario and the British Columbia Energy Commission and made submissions in support of the Board's order.
The issue on appeal is whether the Board has statutory authority to order the preparation and filing of information in a documentary form that is not already in existence. Such information can be said to be not already in existence, at least in the form specified by the Board, because its prepara tion involves such acts or operations as calcula tions, reconciliation, analysis, adjustments, esti-
mates and forecasts. It is information that must be specially prepared in a particular form for the Board's purposes. What is involved in complying with the Board's order in the present case is sug gested by the affidavit of Mr. McWilliams, Assist ant Secretary of Interprovincial, in which he states that he is informed that "it will be necessary for Interprovincial to request Lakehead staff in Supe rior, Wisconsin, to make estimates of future costs, make allowances arid adjustments to annualize and normalize existing data and prepare schedules of financial information not already in existence".
There can be no doubt that the power to order the preparation and filing of written information of this kind is necessary to the effective exercise of the Board's jurisdiction under the Act. Mr. Whit tle, the Secretary of the Board, put the matter thus in his affidavit:
It is my opinion that, if the Board is not able to require companies subject to its jurisdiction to provide information in a form directed by the Board, and if it is restricted to using unprocessed, unanalysed, unscheduled, uncollated and disor ganized documents, financial and engineering data as happen to be in the custody and control of such companies, the Board, assisted by technical staff, would be unable to adequately discharge the statutory responsibilities assigned to it under the National Energy Board Act, having regard to the complexity and nature of the energy problems facing Canada in the 1970's.
It is conceded that all of the information sought by the Board's order could be obtained in some manner, shape or form, and over some extended period of time, by viva voce evidence, but the same reasoning applies to the practicality of this mode of proceeding. The nature of the economic and other issues to be determined by the Board in the exercise of its jurisdiction under Parts III and IV of the Act with respect to certificates of public convenience and necessity and traffic, tolls and tariffs is such that the Board must have the power to determine the kinds of information it requires from companies and the form in which it requires it.
The Board appears to have relied for statutory authority for its order on subsection 10(3)' of the
3 10. (1)...
(3) The Board has, with respect to the attendance, swearing
and examination of witnesses, the production and inspection of
Act, which confers on it the power of a superior court of record to order production of documents. I would question whether the order in this case can be assimilated to an order for the production of documents, which in practice is directed to specif ic, existing documents. Reference was also made in the course of argument to section 5.1 4 of the National Energy Board Rules of Practice and Procedure (adopted pursuant to section 7 of the Act), which provides that the Board may require an applicant, respondent or intervenor to furnish additional information, but strictly speaking, this section, as indeed the Rules generally, would appear to apply to proceedings upon an application rather than proceedings which the Board orders of its own motions. There was also reference to sec tion 24 6 of the Act which confers on the Board, when it is exercising its advisory functions under Part II, the powers of commissioners under Part I of the Inquiries Act, R.S.C. 1970, c. I-13, includ ing those conferred by section 4 7 thereof, which in its terms would appear to be comprehensive enough to include the specific power exercised in this case. It is questionable, however, whether the Board can claim to be exercising the powers of inquiry conferred for purposes of Part II when
documents, the enforcement of its orders, the entry upon and inspection of property and other matters necessary or proper for the due exercise of its jurisdiction, all such powers, rights and privileges as are vested in a superior court of record.
4 5.1 At any time after the filing of an application and before the disposition thereof by the Board, the Board may require any applicant, respondent or intervenor to furnish the Board with such further information, particulars or documents as the Board deems necessary to enable it to obtain a full and satisfactory understanding of the application, reply or sûbmission.
5 This would appear to result from the terms of section 5.1 itself, and from the other provisions of the Rules, including particularly subsection 3(1), which provides:
3. (t) Subject to the Act and the regulations and except as otherwise provided in these Rules, these Rules apply to every proceeding before the Board upon an application.
6 24. For the purposes of this Part, the Board has all the powers of commissioners under Part I of the Inquiries Act.
4. The commissioners have the power of summoning before them any witnesses, and of requiring them to give evidence on oath, or on solemn affirmation if they are persons entitled to affirm in civil matters, and orally or in writing, and to produce such documents and things as the commissioners deem requisite to the full investigation of the matters into which they are appointed to examine.
exercising its jurisdiction under Part IV. In view of these uncertainties I am unable to conclude that there is clearly explicit authority in the Act or the Rules for the power exercised by the Board in the present case, but given the practical necessity of such power I am of the opinion that it exists by necessary implication from the nature of the regulatory authority that has been conferred on the Board. See Halsbury's Laws of England, 3rd ed., vol. 36, para. 657, p. 436: "The powers con ferred by an enabling statute include not only such as are expressly granted but also, by implication, all powers which are reasonably necessary for the accomplishment of the object intended to be secured."
To deny the Board this power, which it has exercised by long-established practice, and which, indeed, Interprovincial did not challenge in com plying with previous orders of the Board for simi lar information relating to itself, would be to defeat the purposes of the statute. It would also in my opinion defeat the purposes of the statute to deny the application of such power to information that is, as the Board found, available to and under the control of Interprovincial by virtue of its con trol of and common management with Lakehead. Quite clearly the allocation of costs and charges between Interprovincial and Lakehead is of essen tial concern to the Board and the information sought is relevant to that concern. For these rea sons I would dismiss the appeal.
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HEALD J.: I concur.
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KELLY D.J.: I concur.
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