Covid-19 regulations: How to proceed with an interim fee claim
To proceed with an interim fee claim you must first select “interim” within synopsis tab
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.
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)
Click on the work item to enter details
The work item date defaults to the current date, this is the end date and this can be altered.
You must enter the start date of the work item (for first interim fee this would be the effective date)
The dates entered cover the date range that the interim fee covers
You must then enter the value of the fees
The system will validate the % allowable (currently set at 100%)
On clicking update and close the work item is updated
If the current expenditure is exceeded this will be displayed below the work item
However, the main validations run when the work item is ticked and you click “request payment” and confirm it is an interim fee claim
The interim fee validations are set to ensure that the you cannot exceed the current maximum expenditure
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
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.
On proceeding with the claim, after any necessary adjustments, the declaration must be completed as normal