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February 22, 2013 - Oregon State Bar

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address only issues raised in the Responding<br />

Attorney's Response, and may not raise new<br />

issues or arguments. The form of the Reply and<br />

number of copies to be provided will be the same<br />

as stated above for the original SUA petition and<br />

the Responding Attorneys Response.<br />

(H)<br />

Review of Records:<br />

(1) Each attorney involved in the<br />

SUA appeal may review his or her entire PLF file<br />

relating to the claim in question. Coverage<br />

opinions and other documents relating to<br />

coverage questions, reservations of rights, and<br />

other matters confdential to the PLF are not<br />

available for examination. File documents which<br />

are protected by attorney-client or other privilege<br />

are not available for inspection unless the<br />

attorney holding the privilege consents to<br />

inspection. However, review of claims files by the<br />

Board of Directors or the Board of Governors will<br />

not be deemed a waiver of attorney-client or<br />

other privilege.<br />

(2) Records may be examined at the<br />

offices of the<br />

PLF<br />

through prior arrangement. The PLF will provide<br />

up to 100 pages of photocopies from the relevant<br />

case fle at no charge. Additional copies<br />

requested by the Covered Party will be provided<br />

at $.15 per page.<br />

(I)<br />

Decision of SUA Appeals by PLF;<br />

(1) SUA appeals to the PLF Board of<br />

Directors will initially be reviewed by the SUA<br />

Committee. The committee will consider all<br />

materials provided by the attorneys involved in<br />

the appeal, the claim summary prepared 6y the<br />

PLF staff (if any), and such additional portions of<br />

the relevant claim fles as the committee<br />

chooses. The committee may seek additional<br />

information from the attorneys involved in the<br />

appeal and from other persons which will be<br />

disclosed to the parties to the appeal. The SUA<br />

Committee will present a recommendation to the<br />

PLF Board of Directors. The Board of Directors<br />

will consider the same written materials<br />

PLF Policy Manual<br />

January29i~~<strong>2013</strong><br />

considered by the SUA Committee, and will make<br />

a final decision concerning the SUA appeal. A full<br />

written explanation of the determination of the<br />

SUA appeal, includingfndings of fact, if there are<br />

any factual determinations, conclusions, and<br />

reasons for the conclusions will be forvvarded to<br />

the attorneys involved in the appeal.<br />

(2) Decision of a SUA appeal will<br />

result in such adjustment, if any, as is warranted<br />

by the facts. An adjustment may include<br />

reallocation of responsibility for a claim to<br />

another PLF-covered attorney (whether or not<br />

the attorney responds to the request to<br />

participate in the SUA review process), which<br />

could result in assessment of a SUA against the<br />

attorney.<br />

(3) If the decision of the Board of<br />

Directors decreases or eliminates the Covered<br />

Party's ~.,.,,.:_~ ...a,,.....~..,. _.~,.«...,....S~A an<br />

appropriate refund will be made by the<br />

o ^F^~'^^^ '^ ";.. ~ ^"pLF together with<br />

statutory interest thereon.<br />

(4) If the decision of the Board of<br />

Directors serves to impose all or part of the<br />

subject ~--~~ -a-~ :`'-~ ~.^^^^^^^`SUA on<br />

another PLF-covered attorney, the SUA<br />

reallocated to the attorney is due and payable 30<br />

days after written notice to the attorney. Any<br />

SUA not paid when due will accrue interest at the<br />

legal rate until paid, and will be included as part<br />

of the attorneys PLf assessment in the following<br />

year.<br />

(5) Any decision as to responsibility<br />

will be binding on the parties in future years<br />

according to the terms of any applicable future<br />

SUA plans.<br />

(J)<br />

BOG Chanze In SUA Allocation<br />

(1) Any attorney involved in a SUA<br />

appeal who after properly and timely fling a<br />

petition or other response, is dissatisfied by the<br />

decision of the Board of Directors will have a right<br />

to request the Board of Governors to review the<br />

Page 30

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