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Below are examples of changes in the Gas Supply Agreement used by Western Gas Marketing Limited, in Calgary. The process of producing it was described in Part One.
1. Format changes
2. Shrinkage
3. Tabulation
4. Deletion
14.1 This Agreement will be effective as of from the date first written above. However the obligations of Supplier and Customer to
deliver and receive shall, subject to Section 2.1, be effective for the term of the Pricing Period.
14.2 This Agreement shall remain in effect until the end of the latest Pricing Period.
This agreement will be effective the date first noted on the first page.
5. Legalese meltdown
[FULL LEGAL CORPORATE NAME]
[WESTERN GAS MARKETING LIMITED]
6. Visuals
In other plain language WGM documents, definitions had been placed in a tabular format, and this practice usually works well. In the example here, the column format exacerbated the problem of understanding a complex formula. You don't have to read it all in order to see the difference!
a) the volume that is the difference calculated when:
is subtracted from
b) the volume that is the difference calculated when:
is subtracted from
a)the volume left when
b)the volume left when
Clearly, plain language has as much to do with revising - literally seeing again - as it does with paring down words and pruning off deadwood legalese. In the visuals example above, it is easier to understand the complex choices when they are laid out horizontally rather than vertically
POSTSCRIPT
Western Gas Marketing Limited report that they have had no complaints about their plain language contracts from customers. Early comments included one from a customer who said he loved the drafting so much he planned on borrowing some of it for future agreements at his company. Another customer called to compliment WGM on how easy it was to read a complex series of amending agreements. She said she really liked the plain language. Appendix A which follows is a questionnaire answered by four WGM plain language aficionados, all lawyers. Corporate legal departments or law firms considering training in plain language legal writing may find their observations of help.
WGM's Annual Review 1992 informed readers about their new approach in this manner:
Findings of a 1991 survey indicated that customers and producers wanted simpler contracts, and that's what the Legal group delivered. In 1992, Western Gas became one of the first energy companies to replace legal jargon with plain language.
The Canadian Industrial Sales Agreement was one of the first to be transformed. Working closely with marketing staff, the Legal group reduced the complexity of the contract by half, as measured by the Fog Index. The Fog Index is a measure of the number of years of education required to understand a written passage. Parts of the old contract measured between 25 and 32, while the new form stands at about 11. In 1993, the group plans to continue converting all standard form contracts into plain language.
Finally, what follows is a questionnaire answered by four Western Gas lawyers. These are some of their comments:
My reaction to it then was Dick and Jane. I believed that court interpretations on "tried and true" wording were better protection than writing something new so clearly that no one would need to go to court for an interpretation. My reaction now is the opposite. I now believe that the clear expression of parties' intentions in agreements is very important to minimize disputes and simplify administration costs.
My reaction to it then was it was a fluff course. Although writing in plain language can initially be difficult and time consuming, it becomes more natural with continued use . . . . Now it's frustrating to have to read documents written by other lawyers(or by lay-people writing legal documents) that are not in plain language. It takes so much longer to read and fully understand.
2.What role does plain language play in your own writing at work?
I make an effort to use plain language in all my writing. Old habits die hard. I often go through several revisions before I end up with a piece of clear concise writing. The revisions take time, but are worth the effort. I received a number of comments about how effective some of my memos were. A couple of comments suggested the memos were surprisingly clear coming from a lawyer.
3.How has the plain language workshop generally affected writing in your department? If there have been types of responses, please categorize. For example, who or how many among the group use plain language consistently, conscientiously and effectively? What number do not?
Approximately 1/3 of the people make a conscious effort to write in plain language; 1/3 will not make the effort or believe that they write in plain language anyway; the other 1/3 still do not understand how to write in plain language.
4.Your company has now produced 15 plain language customer precedents. Do you have a means of tracking customer reactions to both plain and unplain customer documents?
We do not have a formal mechanism for collecting customer reactions to our plain language contracts. I have requested staff to make note of any comments received.
We have produced several sales agreements, purchase amendments, an assignment precedent and correspondence forms. We continue to work on additional agreements, transmittal letters and internal correspondence . . . .
It would be a major undertaking to track customer reactions to all our agreements . . .
Of the reactions, most are positive. One comment in particular comes from a fellow at Imperial Oil. He loved the drafting of a particular document so much he wants to use parts of it for their future proforma agreements. [A] common concern is how the documents will be interpreted in court . . . . With the plain language assignment agreement, we sent copies to certain customers to get feedback. As a result, the document will likely be changed to incorporate some customer ideas.
5. From your perspective, what steps did the process of translating these precedents into plain language entail? Is this the best method?
The committee converts the documents. One person takes the first cut at the conversion. The rest of the committee then review the draft. The draft is then discussed and debated. This iterative process continues until a final form is agreed on. Some drafts are subsequently reviewed by an outside plain language expert. The process build internal expertise.
6.Have you met any resistance to plain language in the company? If so, could you describe what barriers you perceive prevent your group from developing plain language to its full extent?
Yes, we have met resistance to adopting plain language. The resistance stems from lack of understanding, a resistance to change, a belief that complexity is a mark of intelligence, and general laziness. We're doing what we can to meet the resistance and are basically forging ahead despite it.
7.In your view, what factors most helped those individuals who have developed strong interest and skills in plain language?
The most important factor has been that Diane and I have driven the initiative and made it happen. We have made plain language conversions part of our staff objectives. A pride in authoring plain language agreements is now emerging among the staff involved in the conversion process. Customer reactions to the new agreements helps create company pride.
8. How have you advertised your successes with plain language documents?
Our 1992 Annual Review and the TransCanada 1992 Annual Report mentioned our initiative. I have mixed feelings about making a fuss about what we're doing. I prefer to proceed to convert all the agreements and get them into circulation . . . . If we tout the plain language documents as new, they are liable to attract more opposition than if we simply start using them.
[Three respondents gave a presentation to the Calgary Plain Language Section of the Canadian Bar Association in December, 1993.]
9.Was the recognition of the need for plain language internally motivated or customer driven? Is it now motivated by the same source?
The original motivation was internal, but it dove-tailed nicely with our customer-focused service quality initiative. We use the customer focus to lend credibility to the initiative.
At first, the motivation was internally driven. We devised the strategy in response to comments made in our survey of customers conducted in 1990. . . . Now, with positive customer comments, the motivation is customer driven and will continue to be so.
Thanks to Doug McLean, Diane Pettie, Karen Michalko and Drew
Gromnicki -- the four responders to the questionnaire.
Christine Mowat, President of Wordsmith Associates in Edmonton, Alberta,
is a plain language writer, trainer, and consultant.
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