Covid-19 regulations: How to proceed with an interim fee claim

  1. To proceed with an interim fee claim you must first select “interim” within synopsis tab
  2. On selecting “Interim” in the synopsis tab you must proceed as follows;
    • Select interim type as fee
    • Confirm the case has not concluded
    • Select appropriate interim criteria
    • Click save.

an image showing the interim selection within synopsis tab

  1. You are then taken directly to the work breakdown tab and the A&A interim fee work item is automatically created
    (the interim fee work item will not be selectable from the drop down list of work items)

an image showing the work breakdown tab and the A&A interim fee work item

    1. Click on the work item to enter details
    2. The work item date defaults to the current date, this is the end date and this can be altered.
    3. You must enter the start date of the work item (for first interim fee this would be the effective date)
    4. The dates entered cover the date range that the interim fee covers
    5. You must then enter the value of the fees
    6. The system will validate the % allowable (currently set at 100%)

an image showing the 1st interim fee work item screen

    1. On clicking update and close the work item is updated
    2. If the current expenditure is exceeded this will be displayed below the work item
    3. However, the main validations run when the work item is ticked and you click “request payment” and confirm it is an interim fee claim
    4. The interim fee validations are set to ensure that the you cannot exceed the current maximum expenditure
    5. You are advised if the value of the interim fee results in the current expenditure being exceeded and of the maximum interim fee value that can be claimed

an image showing the Work Breakdown tab and validation warning

      1. It will not be possible to submit the interim fee claim until the value of the fee is amended to a value equal to, or less than, the maximum value displayed.
      2. On proceeding with the claim, after any necessary adjustments, the declaration must be completed as normal

an image showing the declaration screen