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Terms and Conditions of Appointment (TO BE UPDATED)
INTRODUCTION
Part One: Terms and Conditions
1.1 Principle
1.2 Application of Terms and Conditions
1.3 Obligations
1.4 Personal Conduct
1.5 Authority to verify compliance
1.6 Sanctions
1.7 Terminology
Part Two: Conflict of Interest
2.1 Principle
2.2 Application
2.3 Deemed Conflicts
2.4 Duty to Exercise Due Diligence
2.5 Duty to Disclose/Notify
2.6 Alleged Conflict of Interest
2.7 Political Activity
Part Three: Appointment
3.1 Authority to Act as a Legal Agent
3.2 Status as a Legal Agent
3.3 Authorized Counsel
3.3 Articling Students and Paralegals
3.5 Remuneration
3.6 Designation of Principal Contacts
3.7 Tenure of Appointment
3.8 Date of Appointment
3.9 Acceptance of Appointment
3.10 Practice Profile
3.11 Termination of Appointment
3.12 Proof of Appointment
Part Four: Requirements
4.1 Employment Equity Requirements
4.2 Security Requirements
4.3 Insurance
4.4 Standard Technology Requirements
4.5 Use of Technology: Best Practices
4.6 Reporting Requirements
4.7 Billing Requirements
4.8 Training / Reference Materials
4.9 Participation in In-House Training
4.10 Family Support Obligations
Part Five: The Working Relationship
5.1 Point of Contact with the Department of Justice
5.2 Roles and Responsibilities of the Instructing Counsel
5.3 Sharing Knowledge
5.4 Approval of the Instructing Counsel
5.5 Communication with the Department of Justice
5.6 Correspondence with the Department of Justice
Part Six: Information Management
6.1 Ownership of File Records
6.2 Security Requirements
6.3 Retaining, Archiving and ReturningRecords
Part Seven: Release of Information
7.1 Confidentiality
7.2 Inquiries
7.3 Duty to Notify
7.4 Initiating Media Contact
7.5 Access to Information Matters
7.5.1 Legal Opinions
7.5.2 Processing requests filed under
ATIP
legislation
Part Eight: Performance Review
8.1 Practice Management Requirements
8.2 Performance Evaluation Criteria
8.3 Performance Monitoring
8.4 Audit of Records
Part Nine: Billing Practices
9.1 Billable Services
9.2 Non-Billable Services
9.3 Daily Limit on Billable Hours
9.4 Remuneration
9.5 Work Performed by Articling Students and Paralegals
9.6 Disbursements
9.6.1 Principle
9.6.2 Supporting Information
9.6.3 Significant Disbursement Costs
9.7 Overhead Allocations
9.7.1 Office Supplies
9.7.2 Telephone Service
9.7.3 Facsimile Transmissions
9.7.4 Rapid Communication
9.7.5 In-House Photocopying
9.7.6 Postal Charges
9.7.7 Computer System / Internet Charges
9.7.8 Computer Legal Research
9.8 Miscellaneous Disbursements
9.8.1 Taxis
9.8.2 Court Filing Fees
9.8.3 Expert Witness Costs
9.9 Travel Claims
9.9.1 Principle
9.9.2 Travel Time
9.9.3 Mileage
9.9.4 Meals
9.9.5 Accommodation
9.10 Goods and Services Tax (GST) and Harmonization Sales Tax (HST)
9.11 Exemption from Provincial Sales Tax
Part Ten: Processing of Accounts
10.1 General
10.2 Submission of Accounts
10.2.1 General
10.2.2 Claims for Fees and Disbursements
10.2.3 Request for Payment Form
10.2.4 Certification Endorsement
10.2.5 Case and Billing Numbers
10.3 Verification of Accounts
10.4 Payment
10.5 Recovery
10.6 Inquiries