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  • Civil Litigation Filing Levy Pilot
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Civil Litigation Filing Levy FAQs

Please review the FAQs below for more information on the Civil Litigation Filing Levy (CLFL). View the How-To Guides for Lawyers and Firm Admin for steps on filing a levy in the Lawyer Portal, editing a filing submission and reviewing invoices.

Where can I find the terms of the CLFL?

The terms of the CLFL are set out in the Transaction and Filing Levy Schedule. The CLFL Information Chart provides guidance to determine filings to which the CLFL applies. The chart is updated from time to time based on questions received from Subscribers.

When will the first self-reports and payments of the CLFL be due?

The CLFL will be self-reported and paid on a quarterly basis as described in the FAQ below titled “How will civil litigation filings be reported and the CLFL paid?”

The first self-reports and payments will be due on October 31, 2021, for filings from July 1, 2021, to September 30, 2021 (i.e., the first quarter of the 2021-2022 policy year).

How will civil litigation filings be reported and the CLFL paid?

Self-reports and payments may be made by individual Subscribers or their law firms. Self-reports for a quarter must be made within 30 days of the end of that quarter, and invoices must be paid to the Alberta Lawyers Indemnity Association by the following remittance dates:

  • April 30 (for remittances covering the three-month period ending March 31);
  • July 31 (for remittances covering the three-month period ending June 30);
  • October 31 (for remittances covering the three-month period ending September 30); and
  • January 31 (for remittances covering the three-month period ending December 31).

Filings should be reported based on the date of the Court Clerk’s stamped filing date. ALIA recognizes there may be a delay between the date stamped on the filed document and the date on which the Subscriber or their firm receives confirmation of the filing. If confirmation does not occur until a subsequent reporting period, then the filing may be reported in that subsequent reporting period in which the Subscriber or firm becomes aware that the document is filed, although the date to be reported should still be based on the Clerk’s date stamp. Alternatively, the filing could be added to the self-report for the current reporting period, if confirmation of the filing is received prior to payment of the invoice for that period. Once the invoice is paid, further entries for the reporting period cannot be added.

The self-report is completed and filed electronically through the Law Society’s Lawyer Portal on the page titled “Civil Litigation Reporting” located under the tab titled “ALIA Filing Levies.” The self-report lists the Subscriber, their filings, the date each was filed, the Court of Queen’s Bench action numbers of their filings, and the amount due (which equals $75 [plus GST] multiplied by the number of filings being reported). The Court of Queen’s Bench action number will be used for audit and compliance purposes.

Subscribers or their firms may report the filings and pay the applicable CLFL.

Completing the self-report generates an electronic invoice on the page titled “ALIA Transactional Levies” located under the tab titled “Returns”. For Members, the invoice is generated through the Law Society’s Lawyer Portal on the “My Account” page, located under the tab titled “My Profile”. For firm administrators, the invoice is generated through the Law Society’s Lawyer Portal on the page titled “ALIA Transactional Levies” located under the tab titled “Return Sheets”. Payments will be remitted electronically using one of the Law Society’s approved payment options.

 

Do I need to submit a blank self-report or pay any levy for a quarter if I have not had any CLFL filings in the quarter?

As noted in our ALIAdvisory of October 19, 2021, you are not required to make any report or payment in respect of a quarter if you have no Civil Litigation Filings (i.e., filings to which the Civil Litigation Filing Levy applies) that were filed during the quarter. Please refer to section 3.6 of the Transaction and Filing Levy Schedule.

 

Do filings to which the CLFL does not apply need to be self-reported even if the CLFL is not payable?

No. Only filings in respect of which the CLFL is payable need to be self-reported.

What happens if I forget to report a filing in a reporting period?

Until the self-report for a quarter is completed and the invoice paid, additional filings may be added to the self-report in the Law Society’s Lawyer Portal. Once the invoice is paid, further entries for the reporting period cannot be added.

If you need to have further entries added, please contact ALIA.

Can the CLFL be disbursed to clients?

Yes. Section 3.6-3 of the Code of Conduct of The Law Society of Alberta and accompanying commentary permit the billing of disbursements and other charges, provided they are “fair and reasonable” and have been “disclosed in a timely fashion”.

The Law Society has confirmed the CLFL may be passed on to clients as a disbursement (as opposed to an “other charge”). Accordingly, if you are required to pay the CLFL, you may charge it to your client as a disbursement.

The Code of Conduct requires full disclosure in all financial dealings between lawyers and clients. One of these requirements is that a lawyer should provide to the client, in writing, before or within a reasonable time after commencing a representation, as much information regarding fees and disbursements, and interest, as is reasonable and practical in the circumstances, including the basis on which fees will be determined.

Lawyers should be sure to address the CLFL in writing with their clients in accordance with the Code of Conduct, for example, in their retainer letter.

 

How do Alberta’s Assessment Offices view the CLFL?

Alberta’s Assessment Offices have confirmed to Alberta Lawyers Indemnity Association (“ALIA”) that the CLFL would be allowed on a review of lawyer’s charges, on the basis that the Law Society has confirmed it to be a disbursement. They have also confirmed they will treat it as recoverable by successful litigants, whether as disbursements for Schedule C costs or for solicitor and client or solicitor and own client costs. However, the Assessment Offices do not review all cost matters, some of which are reviewed on a desk application basis by Clerks of the Court of Queen’s Bench of Alberta.

How do transaction levies work in Ontario and Newfoundland and Labrador?

Civil litigation and real estate levies are charged in Ontario (LawPRO) and Newfoundland and Labrador. In addition, a personal property transaction levy is charged in Newfoundland and Labrador. Transaction levies are not currently charged in other Canadian jurisdictions.

LawPRO’s civil litigation transaction levy is $100 (including GST) for commencements and responses, and Newfoundland and Labrador’s are $75 (plus HST).

LawPRO and the Newfoundland and Labrador program use an “honour system” to collect the amounts. Lawyers and firms are required to make quarterly declarations of the number of commencements and responses filed in the quarter and submit the required amount within 30 days of the end of the quarter.

Both programs exempt several matters from their civil litigation transaction levies. Subscribers who wish to review the details of these exemptions may refer to the respective program websites for further information.

Why is ALIA implementing the CLFL at this time?

Each year, ALIA’s Board of Directors set the levy for professional liability coverage (the “Part A Levy”) and misappropriation coverage (the “Part B Levy”) under ALIA’s group policy. The levy is set in two steps. The first step is calculating the “theoretical levy”, which is the net levy requirement determined on an actuarial basis to address existing and anticipated claims and to fund ALIA’s operations. The second step is determining the actual levy paid by Subscribers, which involves an actuarial adjustment of the theoretical levy based on ALIA’s capital levels. The theoretical levy and the actual levy are recommended by ALIA’s actuary and approved by ALIA’s Board.

Claim costs are a substantial portion of indemnity program costs, and as such, have a large bearing on the theoretical levy. Although the Part A Levy for the 2020-2021 policy year levy was approximately $800 lower than the prior year, this was not because the projected claim costs were lower (which would have lowered the Part A theoretical levy); it was because ALIA was able to make a larger reduction to the Part A theoretical levy by using ALIA’s existing capital reserves. The Part A theoretical levy was reduced more in 2020-2021 than in 2019-2020 due to strong investment returns and a one-time $316 adjustment to help provide relief for Subscribers facing cashflow issues with the onset of COVID-19. Without the one-time COVID-19 adjustment, the Part A Levy in 2020-2021 would have been approximately $500 lower than it was in 2019-2020 (versus $800 lower).

For the 2021-2022 policy year, the Part A Levy was reduced by $304 from the 2020-2021 policy year. This was a result of the application of capital funds ($1,212 per Subscriber) and an additional $528 per Subscriber credit based on forecasted CLFL revenue.

Without the CLFL, the Part A Levy would have increased for the 2021-2022 policy year. That said, the purpose of the CLFL is not to provide financial relief; it is to make the Part A Levy fairer to all Subscribers by reallocating some of the higher cost/risk associated with civil litigation to that practice area.

What if lawyers decide not to disburse the CLFL to their clients? Could that make their total levy payment higher than pre-CLFL?

There may be cases where Subscribers agree with their clients not to pass on the CLFL or otherwise decide not to pass it on as a disbursement. To the extent any Subscriber or firm does not pass on the CLFL, they will absorb the $75 levy, as they would for any other cost that they incur but do not pass on to their clients.

Mathematically, if a Subscriber absorbs this cost enough times, that cost could equal or surpass the reduction of the Part A Levy received by all Subscribers. That potential consequence would involve the only situation in which implementation of the CLFL would increase the total professional liability levy (Part A Levy plus CLFL) paid by a Subscriber, regardless of the practice area.

This result is aligned with one of the basic premises of underwriting: if one engages in higher-risk activities, one is likely to have to pay higher premiums.

Moreover, the CLFL will not necessarily raise the total professional liability levy (Part A Levy plus CLFL) paid by Subscribers practicing in civil litigation. This is one of the benefits of the CLFL for those Subscribers, as opposed to simply increasing the Part A Levy for all Subscribers practicing in civil litigation.

How much did the CLFL reduce the Part A Levy in the 2021-2022 policy year?

A CLFL credit of $528 per Subscriber was applied to the Part A Levy for the 2021-2022 policy year. This is based on forecasted CLFL revenue for this policy year. The actual amounts raised by the CLFL may be affected by factors such as the number of exempts versus assessable filings, the number of filings by self-represented litigants, and the actual volume of litigation. If actual amounts materially differ from forecasted amounts, adjustments in future levies may be required.

Because amounts collected under the CLFL will help offset some of the claim costs of the indemnity program, the CLFL is expected to continue to generate credits to be applied against the Part A Levy in future policy years.

Will ALIA adjust the amount of the CLFL if the revenue collected differs greatly from the amount required to deal with civil litigation matters?

The CLFL is designed to reallocate indemnity program risk/costs more fairly among all Subscribers; it is not intended to cover all civil litigation costs. The amount of the CLFL, $75 (plus GST), was calculated to offset some of these claim costs.

ALIA continuously monitors indemnity program data, including losses by practice area. This data will help inform the analysis of financial results at the end of the two-year pilot project, and necessary adjustments may be made at that time. Adjustments could also be made annually when ALIA’s Board of Directors set the annual base levy (Part A and Part B), consistent with the practice in other provinces with similar levies.

 

How will ALIA help Subscribers determine what filings must be reported and interpret the exemptions from the CLFL?

The terms of the CLFL are set out in the Transaction and Filing Levy Schedule. The CLFL Information Chart provides guidance to help determine those filings to which the CLFL applies. The chart is updated from time to time based on questions received from Subscribers.

How will the CLFL deal with multiple lawyers working on a single litigation file in a firm or multiple firms working for multiple parties?

A detailed list of scenarios can be found in the CLFL Information Chart. While the CLFL will be charged per filing of a commencement or response document, there may be examples where more than one Subscriber would be charged in commencing or responding to an action. For example, if more than one Subscriber in a firm is working for the same party to the litigation in respect of filing the statement of claim, only one CLFL would be charged. However, if different Subscribers represent multiple plaintiffs in different firms, a Subscriber in each firm would be charged. Subscribers and firms will be responsible for determining which Subscriber is responsible for the filing. For more information on how reporting and payment will be made, please see the FAQ above titled “How will civil litigation filings be reported and the CLFL paid?”.

Where more than one lawyer in a firm is on the file or listed on the pleading, which lawyer should report the filing? Are there indemnity implications if that lawyer retires and/or leaves the firm or passes along the file internally?

Where more than one Subscriber in a law firm acts on behalf of the same party in respect of which the filing is made, only one of them is required to disclose the filing and pay the applicable CLFL. Accordingly, the Subscribers in the firm that are acting on behalf of the party may determine which one of them will report it and cause the CLFL to be paid.

The Rules of the Law Society of Alberta obligate all members to disclose the member’s transactions and filings and pay the applicable levy. As noted under the CLFL FAQ titled “What steps will ALIA and the Law Society take to ensure Subscribers self-report assessable filings and pay the CLFL”, failures to report an assessable filing or pay the CLFL would result in breaches of the Rules. Accordingly, it is important that the Subscribers in a firm acting on the matter ensure one of them reports the filing and pay the applicable CLFL. Further, failures to pay outstanding CLFL invoices will result in automatic suspensions in the same way and on the same dates as failures to pay the Part A Levy or any Part A Levy instalment. These suspensions would apply to the Subscribers identified in the related self-report as having filed the applicable filing.

The above-mentioned FAQ also notes that during the pilot period, ALIA will consider repercussions under the Group Policy for failure to comply with CLFL obligations. For example, ALIA will consider substantially increasing the deductible for claims against Subscribers involving civil litigation actions in which the Subscribers (or their firms) failed to report the filing and consider requiring the Subscribers to indemnify ALIA for some or all amounts paid out on such claims. If these kinds of repercussions were put into place, they would affect the Subscribers against whom the claim was made (as well as their firms), as opposed to the Subscriber who reported the filing. However, the identity of the Subscriber who reported the filing may be a factor in determining which Subscriber is responsible for paying an increased deductible or for indemnifying ALIA for amounts paid out on a claim. These matters are yet to be determined.

Is the CLFL payable if a file is transferred to a new firm?

No. A new CLFL would not be charged unless that subsequent firm filed a document that commenced or responded to an action.

Would two CLFLs be payable if a Subscriber files both a statement of defence and a counterclaim? Would a CLFL be payable if the other Subscriber filed a defence to a counterclaim?

Only one CLFL would be payable for a statement of defence and counterclaim filed simultaneously, but a CLFL would be charged on each filing where they are filed separately. Further, a new CLFL would not be payable by a Subscriber who commences an action by a statement of claim which then files a defence to a counterclaim. A detailed list of various payment/exemption scenarios can be found in the CLFL Information Chart.

Do applications and replies filed in surrogate cases attract the CLFL?

The CLFL does not apply to applications that commence or respond to surrogate proceedings and are non-contentious under Part 1 of the Surrogate Rules of the Court of Queen’s Bench, or which are not disputed. However, if the matter is, or becomes, disputed, it would then attract the CLFL.

For example, an application under Part 1 of the Surrogate Rules for any grant would not attract the CLFL. However, if the grant was then challenged, or a claim was brought against the estate and the personal representative did not agree to all or part of the claim, the matter has become disputed, and the Subscribers who had made filings that commenced or responded to the dispute would then be liable to self-report and pay the CLFL in respect of those filings.

Do applications made by a receiver attract the CLFL? What about applications by a bankruptcy trustee or applications made under the Companies Creditors Arrangement Act (CCAA)?

The filing by a Subscriber or their law firm in the Court of Queen’s Bench of Alberta of an application to appoint a receiver by a creditor, and any response to that filed by a Subscriber or their law firm on behalf of a party (including the debtor/borrower), would attract the CLFL. Subsequent actions and reports by existing parties and by the receiver would be interlocutory unless they could be construed as commencing or responding to a new action (for example, the addition of a debtor or creditor).

Bankruptcy and CCAA proceedings would be treated in a similar fashion. For example, the CLFL would apply to the assignment into bankruptcy by a party and any response to that application by a creditor to that application, to the extent they were filed (or caused to be filed) in the Court of Queen’s Bench by a Subscriber or their law firm. The CLFL would also apply to the application by the company to seek protection under the CCAA and any response filed by a creditor to that application, again to the extent they were filed (or caused to be filed) in the Court of Queen’s Bench by a Subscriber or their law firm.

Does the CLFL apply where the litigant is self-represented, and the law firm provides advice to them on the civil matter?

The CLFL applies to each filing that a Subscriber or their law firm files, or causes to be filed, with the Court of Queen’s Bench of Alberta that commences or responds to an action, subject to applicable exemptions. It does not apply to documents filed by self-represented litigants with no counsel of record.

Are lawyers who are members of the Law Society of Alberta, but exempt from the indemnity program under Rule 148 of the Law Society’s Rules, also exempt from the CLFL?

The CLFL is an indemnity program assessment and does not apply to Members of the Law Society of Alberta who are exempt from the indemnity program pursuant to the Rules of the Law Society of Alberta and who do not pay the annual assessment.

Does the CLFL apply in a matter in which a Subscriber acts as agent for another firm or lawyer and files a document to which the CLFL would otherwise apply?

Yes. The CLFL applies to each filing that a Subscriber or their law firm files, or causes to be filed, with the Court of Queen’s Bench of Alberta that commences or responds to an action, subject to applicable exemptions. This would include acting as an agent for another lawyer or firm, for example, a non-Alberta firm.

What steps will ALIA and the Law Society take to ensure Subscribers self-report assessable filings and pay the CLFL?

During the CLFL consultation process, ALIA received feedback that it should take steps to ensure Subscribers comply with their CLFL obligations. This was consistent with ALIA’s view. Steps to ensure compliance may differ between the two-year pilot period and following the pilot period.

Failures to report an assessable filing or pay the CLFL would result in breaches of the Rules of the Law Society of Alberta.

Failures to pay CLFL invoices will result in automatic suspensions in the same way and on the same dates as failures to pay the Part A Levy or any Part A Levy instalment. Payments of the Part A Levy are due on June 30 in each year, or on June 30 and December 31, where the Subscriber chooses to pay in instalments.

Payment defaults lead to automatic suspensions shortly after these due dates. Any CLFL invoice that remains unpaid as of June 30 or December 31 will be treated in the same fashion.

During the two-year pilot period, ALIA and the Law Society will consider additional steps to ensure compliance with the CLFL.

Audit procedures, which may be undertaken by the Trust Safety department of the Law Society, will be developed in the pilot period. These procedures will rely in part on the Court of Queen’s Bench action numbers listed in the self-report.

ALIA will also consider repercussions under the Group Policy. For example, ALIA will consider substantially increasing the deductible for claims against Subscribers involving civil litigation actions in which the Subscribers (or their firms) failed to report the filing. ALIA will also consider requiring the Subscribers to indemnify ALIA for some or all amounts paid out on such claims. ALIA understands that Subscribers (or their firms) may inadvertently miss reporting a filing and only intends to exercise these remedies in cases where Subscribers (or their firms) were attempting to avoid the CLFL. These remedies, if implemented, will not apply during the two-year pilot period.

ALIA will also consider whether a late fee should be charged where the CLFL was not reported or paid. This will depend on the nature of compliance issues that arise during the pilot period. No late fee will be implemented for the pilot period.

Are other assessments being considered for the future?

Reallocating the cost of high-risk practice areas has been a strategic topic for ALIA’s Board of Directors for several years. Depending on the success of the CLFL pilot project, ALIA may consider additional transaction levies for other high-risk practice areas, such as real estate.

Why is ALIA calling this a pilot?

The CLFL was approved by ALIA’s Board of Directors in November 2020 as a two-year pilot project commencing with the 2021-2022 policy year (July 1, 2021, to June 30, 2022). The intent of the pilot is to refine the CLFL through the two-year period to improve the ongoing implementation of the CLFL.

Printed from https://www.lawsociety.ab.ca on February 05, 2023 at 1:08:00 AM
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      Email: Mentorship

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      Email: Equity, Diversity and Inclusion Counsel

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        Email: Indigenous Initiatives

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          Innovation Sandbox Contact Form
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            Email: Unauthorized Practice of Law

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              Email: Legal Technology

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                Email: Governance Meetings

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                Email: Practice Advisors

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                  Email: Education

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                    Email: AdvisorLink

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                    Email: Accounting

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                      Email: Customer Service

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                        Email: General Feedback

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                          Email: Communications and Media Relations

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                            Email: Membership Services

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                              Email: Manager, Membership Services

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                                Email: Elizabeth Aspinall

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                                  Email: Jesse Mackenzie

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                                    Email: Allan Guty

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                                      Email: SoloNet

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                                        Email: Practice Management

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                                          Email: Nancy Bains

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                                            Email: Inform Trust Safety

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                                              Email: Trust Safety

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                                                Email: Information Management

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                                                  Email: Election

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                                                    Email: Justicia Project

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                                                      Email: Locum Connect

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                                                        Email: Mentor Connect

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                                                          Email: Mentor Express

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                                                            Email: Indigenous Law Student Summer Employment Program

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                                                              Email: ALIA

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                                                                Email: ALIAlert fraud alerts

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                                                                  Email: Equity Ombudsperson

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                                                                    Email: Tribunal Office

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                                                                      Email: Custodianship

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