Think your release will survive a lawsuit? Test your Release and Find out.
Posted: January 13, 2016 Filed under: Release (pre-injury contract not to sue) | Tags: Getting Ready for the season, Release, Release Checklist, Waiver 2 CommentsSimple test to determine if your release is sufficient to meet the legal issues you face.
Let me know your scores? Email them to me at Jim@Rec-Law.us
RELEASE CHECKLIST
If you are getting ready for your summer recreation season it is always a good idea to make sure your paperwork is up to date and ready to go. This is a checklist to help you check your release and make sure it is ready to go for your season.
Not all of these clauses may be needed. However, some of them are critical and they should all be modified based on your activity, program, employees, and ability to undertake the risks.
Required for your Release to be Valid
Each Check is worth -3 points
___ Contract: The legal requirements for a contract are met if the release is signed. Both parties understand what the contract is and what it means.
___ Updated Recently: Has your release been reviewed by an attorney in the past year or do you work with an attorney that updates you on changes you need to make to your release?
___ Notice of Legal Document: Does your release someplace on its face, give notice to the person signing it that they are signing a release or a legal document?
Notice of Legal Consequence: Does your release state there may be legal consequences to the signor upon signing?
___ Parties: You have to identify who is to be protected by the release and who the release applies too.
___ Assumption of Risk Language: Does your release contain language that explains the risk of the activities the release is designed to protect litigation against.
___ Agreement to Assume Risks: Do your release have language that states the signor agrees to assume the risk
___ Magic Word: Negligence: Does your release have the signor give up their right to sue for your negligence?
___ Plain Language: Is the release written so that it can be understood? Is it written in plain English?
___ Venue: Does your release have a Venue Clause?
___ Jurisdiction: Does your release have a Jurisdiction Clause?
___ Signatures: Does your release have a place for the signor to date and sign the release
___ Adequate Typeface: Typeface is large enough to read.
___ Readable: Release is not confusing, but is readable.
___ Nothing in your marketing program invalidates your release.
___ Information to complete the continuing duty to inform
Total Score: _________________ our of 48
However if you don’t have all of these your score may not matter. The above issues are critical in any release!
Items that may be Needed Dependent upon the Purpose of the Release
Each Check is worth -2 point
___ Parental Release
___ Product Liability Language
___ Release of Confidential Medical Information
___ Signor has viewed the Website
___ Signor has viewed the Videos
___ Signor has read the information
___ Signor has conveyed the necessary information to minor child
___ Reference to required Statute
___ Demo Language
___ Understand use of Equipment
___ Accept Equipment As Is
___ Agree to ask questions about Equipment
___ Understand Demo Equipment has more Risk
___ Rental Language
Total Score: _______________ out of 34
Needed
Each Check is worth -1 point
___ Notice of Legal Document:
___ Notice of Legal Consequence: Does your release state there may be legal consequences to the signor upon signing?
___ Opening/Introduction: Does your release have an opening or introduction explaining its purpose
___ Assumption of Risk Language
___ Risks Not Associated with Activity
___ List Not Exclusive/ Exhaustive
___ Company Right to Eject/Refuse
___ Alternative Resolution
___ Arbitration
___ Mediation
___ Indemnification
___ Third party costs
___ First party costs
___ Severance Clause
___ How Release is to be interpreted
___ Breach of Covenant of Good Faith
___ Permission to release medical information
___ Waiver of medical confidentiality
___ Waiver of HIV status
___ Statement as to Insurance
___ Incidental issues covered
___ Medical Insurance information
___ Plain Language: Readability Level ________
___ Adequate Typeface: Typeface Size _________
___ Release language in Plain English
___ Agreement that the document has been read
___ Agreement that the signor agrees to the terms
Total Score: ____________________ out of 89
What Your Release Cannot Have
Each Check is MINU 5 Points
___ Places to Initial
___ Small Print
___ No heading or indication of the legal nature
___ No indication or notice of the rights the signor is giving up
___ Release Hidden within another document
___ Important sections with no heading or not bolded
___ Multiple pages that are not associated with each other
Total Score: ________________________
|
Possible Score |
Score |
Score First Group |
48 |
|
Score Second Group |
34 |
|
Score Third Group |
89 |
|
Minus Score from the 4th Group |
-35 |
|
Total |
|
|
Scoring:
Possible Score |
Rating |
150 – 171 |
Excellent You are Probably Good to Go |
120 – 149 |
Running on the Edge, the old “You may want to get that looked at….” |
Below 119 |
Quit killing trees for no purpose, your release sucks |
What do you think? Leave a comment.
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Author: Outdoor Recreation Insurance, Risk Management and Law
Copyright 2015 Recreation Law (720) Edit Law
Email: Rec-law@recreation-law.com
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By Recreation Law Rec-law@recreation-law.com James H. Moss
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Jim,
First let me congratulate you on a truly excellent blog you have created and maintain. I look forward to receipt of your blog and frequently find that there is a least one nugget of information I can use.
I do have a question about your most recent article titled, “Think your release will survive a lawsuit?” I think you have left no stone unturned in this article and think that it can serve as a roadmap for anyone interested in drafting or evaluating releases.
My question comes from near the end of this article. Under the heading “What Your Release Cannot Have,” your first point is “Places to Initial.” I’m wondering what the basis is of including that prohibition? While you certainly wouldn’t want to have only initials, what is the problem with having a participant initial each page of a multiple page release (hopefully no more than a front-and-back document), or even each paragraph to indicate that they at least saw and had the opportunity to read each paragraph?
I also want to tell you that I absolutely love your article titled “10 Signs of Great Risk Management” – again, this is an excellent list that should serve as the basis of almost any risk management plan, not just those dealing with outdoor recreational operations.
Thanks for sharing your insight so freely!
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Great question. thank you for the question and the compliments. Let me answer you question with a question (and I promise to supply my answers).
A. What happens if there is a spot that is not initialed?
B. What is required to have a valid release?
I’ve seen only one case where the court even commented on “spots initialed.” Court said all initials were there nothing more. I think when you have 40 people ready to go rafting and a 20 year old person collecting money and releases you have a perfect opportunity for someone to miss a spot that is supposed to be initialed. It is hard for someone to turn a page over check all initials are present, check for a signature and compare that signature to the credit card being offered when a lot of people are waiting.
I’ve never seen a court rule on a spot not initialed, however I guaranty it is an opportunity to the plaintiff to take you to trial. Any mistake what so ever allows motions for summary judgment to be denied. For a motion for summary judgment to be denied there only needs to be some issue that is in dispute in the facts (generally). Does the lack of an initial negate the release or that section of the release would be enough I think to have the motion for summary judgment dismissed and the case proceed to trial.
Courts always say if you sign the document you have read and agreed to the document. (You should also put language like that in the release.) An initial does not provide any more legal basis or proof than a signature at the bottom of the page. Therefore you are at best duplicating efforts. However an initial is not a signature. You only need one, not both. “Your honor they signed the document.” Is all your need for the entire document to be accepted. Initialing does nothing legally and I believe only provides an opportunity for the plaintiff to argue.
A. Motion for summary judgment is denied. The section not initialed was not approved by the signor of the document.
B. A signature, nothing else.
Thanks
Jim
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