Procedure requirements for ADR practitioners

PROCEDURE REQUIREMENTS FOR ADR PRACTITIONERS
VERSION: MARCH 2017
(I) Practitioner and client are hold to agree upfront on the fee for the session(s) and all additional costs, such as travel expenses, location and other costs.

(II) Practitioner is required to inform the client upfront whether his/her services are accepted by insurance companies and if the client can file a refund request with his/her (legal expenses) insurance company, or about, if applicable, financial assistance and subsidy options & procedures.

(III) During the entire process practitioner holds the right to change his/her role and the ADR procedure.

Practitioner must make sure all clients are familiar with the role and ADR procedure and this is authorized by all upfront, or additionally in between if changed during the proces.

(IV) Practitioner has the obligation to deliver a start document.

The start document contains at least:
(1) Description of the role of the practitioner
(2) Applicable ADR scope
(3) Fee & costs agreement
(4) Client permission statement
(5) Applicable terms & conditions.

Qualifying documents are:
(a) ADR client agreement
(b) Assignment confirmation statement, email or letter
(c) Any other written document that shows proof of the assignment

(V) Practitioner has the obligation to deliver a closing document.

The closing document contains at least:
(1) Description of the process
(2) Outcome / results of the process
(3) Any other important information about the process and the outcome / results
(4) Applicable terms & conditions.

Qualifying documents are:
(a) Settlement agreement
(b) Arbitration verdict
(c) Minutes of the sessions
(d) Settlement confirmation statement, email or letter
(e) Any other written document that shows proof of the outcome / results

(VI) Practitioner holds for all clients the personal client-file, including an unique client identification number or label.

(VII) Practitioner asks the client to complete a review- and feedback form, preferable straight after when all sessions are completed or otherwise when necessary. If the client refuses, the practioner marks the refusal in the client file.