Thursday, April 30, 2015

Avoid uncertainties in the arbitration agreement – by Nikolai Sosa Rebelo

This post is motivated by some recent experience negotiating arbitration clauses, researches in Brazilian Jurisprudence in the state of Rio Grande do Sul and studying other relevant issues in international arbitration. Sometimes, what I am stating here seems obvious, but, when I look to some circumstances in the real world, I see it is worth it to do a brief reminder. The agreement to arbitrate should be as clear as possible, in order to avoid questions on the intention of the parties.
All jurisdictions that recognizes the legitimacy of arbitration define it as an alternative method of dispute resolution that is based on the freedom of the parties to decide how to deal with their disagreements. The written arbitration clause inserted in a contract provide in advance the will of the contractors on the method of dispute resolution for this specific commercial relationship. Therefore, if the parties firmly state to arbitrate, the Courts will rapidly enforce the agreement and all the advantages of the arbitrations will be preserved.
Despite that, it happens quite often that arbitration clauses are not so clear. Especially here, in Brazil, where the culture to arbitrate is still developing and still limited into to a relatively small group of business lawyers. Some companies intend to use it as method of dispute resolution, convinced by the advantages it produces, but when it is time to put it on the paper the intentions is not well reflected in the deal. For example, in two recent precedents from State Court of Rio Grande do Sul, Brazil (n. 70052917788 e 70052335056), the claimants tried to void two awards based on the wording of the arbitration agreement, which provided that parties “MAY use arbitration to solve disputes”. The idea of “option”, in Arbitration, casts doubt on the real intention of the parties. In addition, some drafts of arbitration agreements provide arbitration in more than one institution, which also brings a question: what is the chamber of arbitration to start the procedure? Finally, another issue is the adequacy of the institution chosen in the contract and the underlying relationship. Sometimes, arbitration agreement’s drafts provide agreement to arbitrate under the rules of a chamber of arbitration that is not adequate to the contract either for being competent to decide about a specific issue or, most commonly, for being too expensive for the size of the contract. We always need to keep in mind when opting for arbitration to create the most adequate form of dispute resolution method, because if we adopt a method that is impeditive due to its costs or its specificity, we are not delivering the most adequate method to the parties.
It may looks like this is a Brazilian problem; maybe we still have difficulties with those complex contracts, since arbitration is still flourishing in the country. Nonetheless, we can see that this issue is not only a matter of Brazilian market. In that sense, I bring the example of the recent case of BG Group vs. Argentinian Government (BG GROUP PLC v. REPUBLIC OF ARGENTINA, 12–138, SUPREME COURT OF THE UNITED STATES, 2014). This started as an arbitration based on the Bilateral Investment Treaty – BIT between Argentina and the UK signed in 1990. The BIT allowed investor to start an arbitration of dispute if “after a period Of eighteen months has elapsed from the moment when the dispute was submitted to the competent tribunal of the Contracting Party in whose territory the investment was made, the said tribunal has not given its final decision”. A conflict arose between BG Group, as an investor, against the Argentinian Government. Due to the complicated politics in Argentina, the Government created all kinds of difficulties to the investor, including the creation of laws preventing BG Group to file suits against the government in the State Court. Thus, the claimant BG Group did not filed the judicial suit previously, as stated in the treaty. After the arbitration award, Argentina filed a suit in the United States (since the arbitration was seated in Washington) in order to vacate the award. The first instance held in favor of BG Group, the second instance reversed the decision in favor of Argentina’s claim and, finally, the Supreme Court of the United States held in favor of BG Group with deference to the arbitrators. The basic issue of the judicial case was whether the arbitrators had jurisdiction or not, once the BIT provided a “local litigation requirement” before starting an arbitration.
Some arbitralists may argue against this article saying that State courts should interpret the agreements on pro arbitration basis. The New York Convention about international arbitration expressly determines to use the rules that are most favorable to the recognition of the awards. In fact, the above mentioned precedents from State Court of Rio Grande do Sul, Brazil recognized the validity of the agreements and of the awards, even though the clauses adopted the word “MAY” instead of firmly state that disputes “MUST” be solved by arbitrators. Also, the BG Group v Argentina decision was with deference to arbitration. Thus, there is no harm stablishing creative arbitration clauses, inasmuch as Courts are pro arbitration in general. However, at what cost? Sure, in all the cases mentioned here, the courts upheld arbitration, but how much time and money the parties lost. In “BG Group”, the arbitration started in 2003, the final award was in 2007 and only in 2014 the Supreme Court of U.S. held with deference to the arbitrators. The case was of hundreds of million dollars that waited seven years to be decided in a State Court after the Claimant had a final and binding award. Those clauses provide a way for non-compliant parties to make arbitration difficult on other parties, increasing the transaction costs.

In conclusion, arbitration agreements need to be written carefully and clearly. The intention to arbitrate must be firm and unquestionable, in order to arbitration be effective and achieve all the advantages that we know it has. 

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