Files
adr-sml/docs/07-fees.md
T
Pouya LajevardiandClaude Opus 5 77a7b410b2 feat: apply six rulings; close Q22/Q44/Q45/Q46(b)/Q47; revert Q47's two graph fields
Pouya's rulings: Q44 (memberships current — ship the group), Q45 (PDF bio
deferred to step 9), Q46(a) (three offerings pass all gates), Q46(b) (§11
ratified as the source for definitional expansions, conditional on committing
the source), Q47 (set jobTitle and worksFor), the legal-advice formulation
ratified without change, and Q22 closed on his own execution evidence.

Q46(b): docs/reference/adrio-designations.md commits all five ADRIO expansions
with reproducible sha256 (four fetches each; both review agents independently
reproduced every digest). It immediately caught the error Pouya raised in the
same message — §11 had said "Chartered Mediator-Arbitrator" since the file was
created, ADRIO's term is "Chartered Med-Arbitrator", and the wrong form was in
dist/about/index.html. Four prior review passes read that string and checked
only whether it was sourced, not whether it was right.

Q47 REVERTED after both review agents struck it independently. jobTitle shipped
for one pass as "Mediator and Commercial Arbitrator" — the string claims-auditor
had removed from this same node's description the previous day, since §4 has no
row for a completed arbitration. The implementation flagged the wrong defect: it
argued about scoping and missed that the whole string was already struck. worksFor
was reverted because ProfessionalService.provider is this Person, so
provider -> Person -> worksFor asserts a same-entity claim transitively. Now
jobTitle: 'Mediator', no worksFor. Q49 asks for the two §4 rows.

Q44: memberships render with NO currency warranty (his condition), and R10 is
re-armed with an event trigger rather than a date since he declined renewal-date
tracking. Q22: §7 goes to PROVISIONED; R17 carries the first rotation date,
2026-11-26. New CLAUDE.md convention, his: never suppress stderr in a
verification script — suppression turns "it failed" into "it found nothing".

Two review rounds resolved 48 findings; the majority of the second round were
defects in the first round's fixes, including a re-widening of §4's renewal
period inside the comment that corrects that widening, a cited guard in
schema.ts that does not exist, and a struck §9 row describing a reverted state.
Three findings were one lift from a public page: docs/03's /for-parties/
directive breached D13 twice, docs/01 told an implementer an unpublishable strip
could ship, and docs/07 priced three ungated offerings with no gate note.

Also commits docs/reference/adrio-extract/ — the extraction script and its five
outputs, since the digests covered raw HTML and said nothing about the text the
term counts were run against. The equivalent gap for Q22's IAM verification is
NOT closed and is Q52.

Verified: astro check 0/0/0, eslint + prettier clean, build 2 pages, 0 .js
emitted, minifier guard silent, animation-timeline intact, no currency-warranty
phrasing in dist, JSON-LD correct on both pages.
NOT run: Lighthouse (tool unavailable until step 7, R11); HTML validator.

Opens Q48-Q53. Live reminders: R1, R10, R11, R13, R14, R15, R16, R17.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0148NztQskLKKApP5SzAA78e
2026-08-28 13:50:58 -04:00

239 lines
11 KiB
Markdown
Raw Blame History

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# 07 — Fee research and recommended rate card
Authority: `AGENTS.md` §3 D8 (publish a full rate card) and **D14 — a single
published rate card, confirmed by Pouya 2026-08-26 (Q4/Q14/Q15-Q17 answered).**
**The card below is confirmed and buildable.** The research that produced it is
retained for context, but the figures are decisions now, not recommendations —
see "Set by Pouya" below. This is business pricing information, not legal or
financial advice.
Research date: 2026-08-26. All figures below are **plus HST** unless stated.
---
## The Ontario market, measured
### The regulated floor
Ontario's mandatory mediation tariff (Rule 24.1) sets the roster rate. ADR
Chambers publishes it as **$600 to $825 depending on the number of parties**,
covering *"one half hour of preparation time per party and up to three hours of
mediation."*
This is the floor of the market, and it is a floor with a signal attached:
pricing at or near it reads as roster-filler work.
### Published hourly bands
ADR Chambers, across its full roster:
| | Range |
|---|---|
| Mediators | **$150 $750 / hour** *"depending on the experience of the mediator"* |
| Arbitrators | **$250 $800 / hour** |
Plus, on the arbitration side: an **$800 filing fee**, a **$800 venue fee** for a
hearing room and one breakout room, and **$400** per additional room.
### Published practitioner rate cards
Four Ontario practitioners publishing real numbers:
| Practice | Half-day | Full day | Overtime | Notes |
|---|---|---|---|---|
| **Patey** — Tier 1, PI / insurance | $800 (3 h) | $1,200 (6 h) | $250 / h | Multi-party 3 h $1,200; multi-party full day $2,400; pro forma to 1.5 h $500 |
| **Patey** — Tier 2, estate / employment / civil | $1,200 (3 h) | $2,400 (6 h) | $375 / h | Pre-mediation caucus $175 flat |
| **Zuber** — video | $1,800 (3 h) | $2,800 (6 h) | $500 / h | +$500 per additional party |
| **Zuber** — in person, GTA | — | $4,000 (6 h) | $500 / h | Eastern Ontario $3,500. Prep and travel included |
| **Carroll** — Ottawa | $1,750 (incl. 1.5 h prep) | $3,000 (incl. 2 h prep) | $400 / h | Arbitration day rate $3,000 |
### What the shape of that data says
Three observations that drive the recommendation.
1. **The market is already segmented by matter type, not only by seniority.**
Patey runs two published tiers off the same neutral. Insurance and PI work
clears around $800$1,200 a day; estate, employment, and civil work clears
$2,400 for the same hours. This is the single most useful structural fact in
the research.
2. **Prep time is a pricing lever, disclosed differently by everyone.** Carroll
bundles named hours (1.5 h and 2 h). Zuber bundles prep *and* travel. Patey
bundles neither and sells a caucus separately. Bundling explicitly reads as
more confident and removes an argument later.
3. **Additional parties are always priced, never absorbed.** $300$500 per party
beyond two is the norm, and a four-party construction mediation is materially
more work than a two-party one.
---
## Where this practice should sit
**Not at the floor.** Pouya's stack — JD, an operating role inside a litigation
and ADR boutique, Q.Med held, Q.Arb commenced, and a working engineering career —
is not a junior generalist profile. Entering at roster rates would anchor him
into SABS volume work and make the commercial rate very hard to raise later.
Published rates are close to unrecoverable once set: raising them looks
opportunistic, discounting privately never becomes public knowledge.
**Not at the top either.** $4,000-a-day in-person GTA rates belong to neutrals
with twenty years of name recognition. Asking that without an independent track
record invites a comparison he loses.
**The position is the upper-middle: at or just above Patey Tier 2, just below
Zuber and Carroll.** That reads as *credentialed and serious, priced to be taken
seriously, not yet a marquee name* — which is exactly true.
---
## The confirmed rate card
**Set by Pouya on 2026-08-26 (D14). This is the card. Build `/fees/` from it.**
He declined the two-tier structure and set one rate for all mediation matters.
All figures **plus HST**.
### Mediation — all matters, one rate
| Item | Fee |
|---|---|
| Half day — up to 3.5 h, including 2 h preparation | **$2,000** |
| Full day — up to 7 h, including 3 h preparation | **$4,000** |
| Each party beyond two | **$500** |
| Overtime, per hour | **$500** |
### Arbitration
Sole, party-appointed and co-arbitration appointments **in commercial matters**
are all accepted now — `AGENTS.md` §4 Offerings carries a row for each
`[verified 2026-08-26 — Pouya]`. *("in commercial matters" added 2026-08-28: the
line was unscoped, and every §4 arbitration row is scoped commercial with family
arbitration separately NOT OFFERED — Q39's struck universal.)*
*(This line previously read "sole appointments follow the Q.Arb designation",
which understated the offering, and carried a caveat against a since-closed
Q36.)* Whatever `/fees/` says about arbitration must state the Q.Arb stage
plainly alongside it — §4 Offerings, "neither half may be dropped": the Q.Arb
**pathway** commenced August 2026, with C.Med-Arb as the endpoint. *("pathway",
not "designation" — a designation that commenced reads as held, which §4
Forbidden bars. Corrected 2026-08-28 on `claims-auditor`'s finding.)* See
`03-content-spec.md` for the wording.
| Item | Fee |
|---|---|
| Hourly | **$500** |
| Hearing day | **$4,000** |
| Documents-only / expedited, flat — simple | **$6,500** |
| Documents-only / expedited, flat — complex | **$9,500** |
**No tribunal-secretary rate.** Removed by Pouya. Do not reinstate it, and do not
offer tribunal-secretary work on the site.
### Other services — hourly
Early neutral evaluation, dispute-system design, and pre-dispute technical
advisory: **$500 / hour**.
> 🚫 **A RATE IS NOT A PUBLICATION LICENCE, AND THESE THREE ARE NOT PUBLISHABLE
> YET.** §4's ENE row says the pricing here *"is a fee-page question, not a
> publication licence"*, and all three Offerings rows read **NOT YET
> PUBLISHABLE** — gate 1 (*is the activity gated?*) has no source. **Q46(a)**
> names `docs/07-fees.md` pricing directly as something it blocks.
>
> So: the rate is recorded and settled; **the line item does not go on `/fees/`
> until Q46(a) closes.** This note did not exist until 2026-08-28, which meant
> the gate lived only in `AGENTS.md` while this file says "Build `/fees/` from
> it". Found by `claims-auditor` on re-audit.
**THREE services, not four. `settlement counsel` is struck and must not be
priced** — `AGENTS.md` Q42, Pouya 2026-08-27, correcting his own entry in
`docs/01`:
> "Settlement counsel acts **FOR a party** in negotiation. That is a partisan
> role, and putting it on a site that (a) sells neutrality and (b) asserts no
> licensure under D13 is **wrong twice over**: it undercuts the brand's central
> claim and it edges into acting for a client."
A struck row exists in §4 Offerings so the decision is findable. Same treatment
as the tribunal-secretary rate above, and for a related reason: a rate on a fee
page is an offer.
### Cancellation — adopted as recommended
| When | Fee |
|---|---|
| More than 30 days before | No fee. Disbursements only |
| 15 30 days before | 50% of the booked fee |
| Fewer than 15 days before | 100% of the booked fee |
| Rescheduled with a new date fixed at the same time | No charge |
| Reserved time filled by another matter of equal or greater value | Waived |
### Terms to state on the page
- All fees plus HST.
- Shared equally between the parties unless they agree otherwise in writing.
- Payable on rendering; interest on overdue accounts at 5% per annum.
- **Video and in-person at the same rate.** Do not discount remote sessions —
the preparation is identical, and discounting teaches the market that the
session is the product.
- Travel outside the GTA billed separately or bundled at a stated day rate.
### All parameters confirmed
Q15, Q16, and Q17 were closed on 2026-08-26. **Preparation time is bundled and
must be stated on the page** — "including 2 hours of preparation", "including
3 hours of preparation". Do not quietly fold it into the hours figure. At these
rates, saying preparation is included is the selling point, not a footnote.
---
## Recorded dissent — for the 12-month review (R5)
Claude recommended a two-tier card; Pouya set a single rate. The reasoning is
recorded here so the 12-month review has something to test against, not to
re-open a settled decision.
**Where the single rate lands relative to the measured market:**
| Segment | Published market, full day | This card |
|---|---|---|
| Insurance / SABS / LAT | ~$1,200 $2,400 | **$4,000** |
| Commercial / civil / estate | ~$2,400 $3,000 | **$4,000** |
| Established GTA in person | ~$3,500 $4,000 | **$4,000** |
$4,000 is at the ceiling of the published Ontario market — level with Zuber's
in-person GTA rate, and roughly **three times** the going rate for the insurance
and SABS segment.
**The consequence worth watching.** The strategy brief (§IV.7) identifies
accident-benefits and LAT mediation as the highest realistic near-term volume,
flowing directly from the firm's existing practice. At $4,000 a day that segment
is priced out. This is a coherent choice — a premium specialist position that
forgoes volume — **provided the volume was not being counted on.** If early
appointment flow is slower than expected, the SABS tier is the first place to
look, and reintroducing a second tier is a cleaner fix than cutting the headline
rate.
**What makes the rate defensible.** $4,000 for a neutral who reads the contract,
the code, and the System Impact Assessment is a fair price. $4,000 for a
generalist is not. The rate and `/practice/technology/` are load-bearing for each
other, which is an argument for shipping them in the same release — and for the
Insights section carrying real technical depth rather than process explainers
alone.
**One thing the single rate gets right.** Published rates are close to
unrecoverable, and it is far easier to add a lower tier later than to raise a
headline rate. Setting the ceiling first and discounting privately preserves
more optionality than the reverse.
---
## Sources
- [ADR Chambers — Mediation Fees](https://adrchambers.com/mediation/fees/)
- [ADR Chambers — Roster Rate / Mandatory Mediations](https://adrchambers.com/roster-rate-mediation/)
- [ADR Chambers — Arbitration Fees](https://adrchambers.com/arbitration/fees/)
- [Patey Mediations — Rates & Cancellation](https://pateymediations.com/rates/)
- [Zuber Mediation — Fees](https://www.zubermediation.com/fees.html)
- [Carroll Mediation — Rates & Cancellation](https://www.carrollmediation.ca/?page_id=16)
- [O. Reg. 451/98 — Mediators' Fees (Rule 24.1)](https://www.canlii.org/en/on/laws/regu/o-reg-451-98/latest/o-reg-451-98.html)