Bulkload Spreadsheet€¦ · XLS file · Web view · 2018-02-21PrintMediation PrintCrime...

Field Title Enter Information Description of field

Providers LAA Office Number

Submission Month

Submission Year

Crime Schedule Number

Civil Submission Reference

Mediation Submission Reference

© Crown Copyright May 2018 - v1.23 v1.23 May 2018

Providers Office Account Number (e.g. 1A123B)

In the format MMM (e.g. DEC)

In the format YYYY (e.g. 2013)

Providers Crime Schedule Number(e.g. CRM/1A123B/13)

Providers Civil Submission Reference(e.g. 1A123B/CIVIL)

Providers Mediation Submission Reference(e.g. 1A123B/MEDI2010/14)

Step 1 - enter firm / submission details

Ensure this information is fully completed before accessing the required tool (Step 2)

DISCLAIMER - This Spreadsheet is provided for your assistance and its use is not mandatory. You use this Spreadsheet at your own risk and the Legal Aid Agency accepts no responsibility for any losses caused by or otherwise related to your use of it. We reserve the right to withdraw it at any time. Please see the Help Page for basic guidance on the use of this Spreadsheet.

BULKLOAD SPREADSHEET DEV VERSION 1.16.12

BULKLOAD SPREADSHEET PROVIDER RELEASE VERSION 1.23

C7

Please fully complete > Office Number, Submission Month and Submission Year. Failure to complete these fields will result in your claim being rejected!

B11

Only Complete this field if you have a crime contract (and are submitting crime data)

B12

Only Complete this field if you have a civil contract (and are submitting Civil data)

B13

Only Complete this field if you have a Mediation contract (and are submitting Mediation data)

Description of field

v1.23 - Created & Maintained by User Support

Providers Office Account Number (e.g. 1A123B)

In the format MMM (e.g. DEC)

In the format YYYY (e.g. 2013)

Providers Crime Schedule Number(e.g. CRM/1A123B/13)

Providers Civil Submission Reference(e.g. 1A123B/CIVIL)

Providers Mediation Submission Reference(e.g. 1A123B/MEDI2010/14)

Enter Civil Data

Enter Crime Data

Save Progress

Step 2 - Select required tool

Go to Help Page

DISCLAIMER - This Spreadsheet is provided for your assistance and its use is not mandatory. You use this Spreadsheet at your own risk and the Legal Aid Agency accepts no responsibility for any losses caused by or otherwise related to your use of it. We reserve the right to withdraw it at any time. Please see the Help Page for basic guidance on the use of this Spreadsheet.

BULKLOAD SPREADSHEET DEV VERSION 1.16.12

BULKLOAD SPREADSHEET PROVIDER RELEASE VERSION 1.23

Enter Mediation Data

D11

Please note: Schedule numbers are subject to change so please refer to the 'Submission List' in LAA Online to find or confirm yours

D12

Please note: If you are making a pre February 2012 submission enter your civil schedule number. Schedule numbers and Submission References are subject to change so please refer to the 'Submission List' in LAA Online to find or confirm yours

D13

Please note: Schedule numbers are subject to change so please refer to the 'Submission List' in LAA Online to find or confirm yours

Save Progress

- - © Crown Copyright May 2018 - v1.23

Fee Scheme Schedule Reference Case Start Date Case ID UFN Access Point Client Forename Client Surname UCN HO UCN

8 1 301299/ 30121899//9 2 301299/ 30121899//

### 3 301299/ 30121899//### 4 301299/ 30121899//### 5 301299/ 30121899//### 6 301299/ 30121899//### 7 301299/ 30121899//### 8 301299/ 30121899//### 9 301299/ 30121899//### 10 301299/ 30121899//### 11 301299/ 30121899//### 12 301299/ 30121899//### 13 301299/ 30121899//### 14 301299/ 30121899//### 15 301299/ 30121899//### 16 301299/ 30121899//### 17 301299/ 30121899//### 18 301299/ 30121899//### 19 301299/ 30121899//### 20 301299/ 30121899//### 21 301299/ 30121899//### 22 301299/ 30121899//### 23 301299/ 30121899//### 24 301299/ 30121899//### 25 301299/ 30121899//### 26 301299/ 30121899//### 27 301299/ 30121899//### 28 301299/ 30121899//### 29 301299/ 30121899//### 30 301299/ 30121899//### 31 301299/ 30121899//### 32 301299/ 30121899//### 33 301299/ 30121899//### 34 301299/ 30121899//### 35 301299/ 30121899//### 36 301299/ 30121899//### 37 301299/ 30121899//### 38 301299/ 30121899//### 39 301299/ 30121899//### 40 301299/ 30121899//### 41 301299/ 30121899//### 42 301299/ 30121899//### 43 301299/ 30121899//### 44 301299/ 30121899//### 45 301299/ 30121899//### 46 301299/ 30121899//### 47 301299/ 30121899//### 48 301299/ 30121899//### 49 301299/ 30121899//

Key Instructions:

> Complete ALL white fields - Failure to do this WILL result in your submission being rejected and your payment will be at risk!> Enter fee scheme in first column BEFORE entering specific claim line details> Do NOT complete grey fields. Yellow fields are OPTIONAL - please complete only if applicable> For more detailed help and support please see Help Page (Or contact Online Support - Details on help page)> Run Data Check prior to submitting your claim! If errors are found (highlighted orange) please correct and re-run check

Line Number

Case Reference Number

Procurement Area

Delivery Location

Client Date of Birth

Civil Bulkload Spreadsheet Tool

< Return to Main Page

Save Progress

Create Civil Bulkload File

Go to Help Page >

Add NMS & CLR

Data >Run Data

Check

B4

For information ONLY (Account Number - Month - NN) To change this info please amend details on the Main Page

B6

For Information ONLY. Ensure you complete spreadsheet from top to bottom leaving no blank lines or rows between cases.

C6

Select Fee Scheme from list (or Select 'VOID' to skip line). Complete from top to bottom leaving no blank rows or lines

D6

This should be in the format: NANNNA followed by: Case Start Date Feb12-Jan13 - FAM/13 or SCC/13 Case Start Date Feb13-Mar13 - FAM/14 or SCC/14 Case Start Date Apr13 Onwards - SCC/15 or 2013/15 Example: 1A123A/SCC/13 or 1A123B/2013/15

E6

The providers ID of the case from their Case Management System or other records

F6

Only enter in the format DD/MM/YYYY. If a Case Start Date is entered which is after Case Concluded Date the data check will highlight this field orange!

G6

Must be a 3 digit number and forms part of the UFN. When combined with the case start date will uniquely identify a case for the provider (for further info see Help Page)

H6

Unique File Number is automatically created for you. UFN = Start date of case / 3 digit case ID (DDMMYY/123)

I6

Enter applicable PA Code. Will be a code in the format PANNNNN eg. PA00002

J6

Enter applicable PA Code. Will be a code in the format APNNNNN eg. AP00002

K6

Enter applicable Delivery Location Code. Will be a code in the format AANNNNN eg. DL00045 Welfare Benefits Matters Only

N6

Enter clients date of birth in the format DD/MM/YYYY

O6

Unique Client Number is generated automatically for you. UCN = Clients DOB / Clients Initial / First 4 letters of client surname (DDMMYYYY/A/AAAA)

P6

Home Office Unique Client Number. Must be a maximum of 8 characters in length (for example in the format A2222222). Where no HO UCN is available enter the default A0000000

### 50 301299/ 30121899//### 51 301299/ 30121899//### 52 301299/ 30121899//### 53 301299/ 30121899//### 54 301299/ 30121899//### 55 301299/ 30121899//### 56 301299/ 30121899//### 57 301299/ 30121899//### 58 301299/ 30121899//### 59 301299/ 30121899//### 60 301299/ 30121899//### 61 301299/ 30121899//### 62 301299/ 30121899//### 63 301299/ 30121899//### 64 301299/ 30121899//### 65 301299/ 30121899//### 66 301299/ 30121899//### 67 301299/ 30121899//### 68 301299/ 30121899//### 69 301299/ 30121899//### 70 301299/ 30121899//### 71 301299/ 30121899//### 72 301299/ 30121899//### 73 301299/ 30121899//### 74 301299/ 30121899//### 75 301299/ 30121899//### 76 301299/ 30121899//### 77 301299/ 30121899//### 78 301299/ 30121899//### 79 301299/ 30121899//### 80 301299/ 30121899//### 81 301299/ 30121899//### 82 301299/ 30121899//### 83 301299/ 30121899//### 84 301299/ 30121899//### 85 301299/ 30121899//### 86 301299/ 30121899//### 87 301299/ 30121899//### 88 301299/ 30121899//### 89 301299/ 30121899//### 90 301299/ 30121899//### 91 301299/ 30121899//### 92 301299/ 30121899//### 93 301299/ 30121899//### 94 301299/ 30121899//### 95 301299/ 30121899//### 96 301299/ 30121899//### 97 301299/ 30121899//### 98 301299/ 30121899//### 99 301299/ 30121899//### 100 301299/ 30121899//### 101 301299/ 30121899//### 102 301299/ 30121899//### 103 301299/ 30121899//### 104 301299/ 30121899//### 105 301299/ 30121899//### 106 301299/ 30121899//### 107 301299/ 30121899//### 108 301299/ 30121899//### 109 301299/ 30121899//### 110 301299/ 30121899//### 111 301299/ 30121899//### 112 301299/ 30121899//### 113 301299/ 30121899//### 114 301299/ 30121899//

### 115 301299/ 30121899//### 116 301299/ 30121899//### 117 301299/ 30121899//### 118 301299/ 30121899//### 119 301299/ 30121899//### 120 301299/ 30121899//### 121 301299/ 30121899//### 122 301299/ 30121899//### 123 301299/ 30121899//### 124 301299/ 30121899//### 125 301299/ 30121899//### 126 301299/ 30121899//### 127 301299/ 30121899//### 128 301299/ 30121899//### 129 301299/ 30121899//### 130 301299/ 30121899//### 131 301299/ 30121899//### 132 301299/ 30121899//### 133 301299/ 30121899//### 134 301299/ 30121899//### 135 301299/ 30121899//### 136 301299/ 30121899//### 137 301299/ 30121899//### 138 301299/ 30121899//### 139 301299/ 30121899//### 140 301299/ 30121899//### 141 301299/ 30121899//### 142 301299/ 30121899//### 143 301299/ 30121899//### 144 301299/ 30121899//### 145 301299/ 30121899//### 146 301299/ 30121899//### 147 301299/ 30121899//### 148 301299/ 30121899//### 149 301299/ 30121899//### 150 301299/ 30121899//### 151 301299/ 30121899//### 152 301299/ 30121899//### 153 301299/ 30121899//### 154 301299/ 30121899//### 155 301299/ 30121899//### 156 301299/ 30121899//### 157 301299/ 30121899//### 158 301299/ 30121899//### 159 301299/ 30121899//### 160 301299/ 30121899//### 161 301299/ 30121899//### 162 301299/ 30121899//### 163 301299/ 30121899//### 164 301299/ 30121899//### 165 301299/ 30121899//### 166 301299/ 30121899//### 167 301299/ 30121899//### 168 301299/ 30121899//### 169 301299/ 30121899//### 170 301299/ 30121899//### 171 301299/ 30121899//### 172 301299/ 30121899//### 173 301299/ 30121899//### 174 301299/ 30121899//### 175 301299/ 30121899//### 176 301299/ 30121899//### 177 301299/ 30121899//### 178 301299/ 30121899//### 179 301299/ 30121899//

### 180 301299/ 30121899//### 181 301299/ 30121899//### 182 301299/ 30121899//### 183 301299/ 30121899//### 184 301299/ 30121899//### 185 301299/ 30121899//### 186 301299/ 30121899//### 187 301299/ 30121899//### 188 301299/ 30121899//### 189 301299/ 30121899//### 190 301299/ 30121899//### 191 301299/ 30121899//### 192 301299/ 30121899//### 193 301299/ 30121899//### 194 301299/ 30121899//### 195 301299/ 30121899//### 196 301299/ 30121899//### 197 301299/ 30121899//### 198 301299/ 30121899//### 199 301299/ 30121899//### 200 301299/ 30121899//### 201 301299/ 30121899//### 202 301299/ 30121899//### 203 301299/ 30121899//### 204 301299/ 30121899//### 205 301299/ 30121899//### 206 301299/ 30121899//### 207 301299/ 30121899//### 208 301299/ 30121899//### 209 301299/ 30121899//### 210 301299/ 30121899//### 211 301299/ 30121899//### 212 301299/ 30121899//### 213 301299/ 30121899//### 214 301299/ 30121899//### 215 301299/ 30121899//### 216 301299/ 30121899//### 217 301299/ 30121899//### 218 301299/ 30121899//### 219 301299/ 30121899//### 220 301299/ 30121899//### 221 301299/ 30121899//### 222 301299/ 30121899//### 223 301299/ 30121899//### 224 301299/ 30121899//### 225 301299/ 30121899//### 226 301299/ 30121899//### 227 301299/ 30121899//### 228 301299/ 30121899//### 229 301299/ 30121899//### 230 301299/ 30121899//### 231 301299/ 30121899//### 232 301299/ 30121899//### 233 301299/ 30121899//### 234 301299/ 30121899//### 235 301299/ 30121899//### 236 301299/ 30121899//### 237 301299/ 30121899//### 238 301299/ 30121899//### 239 301299/ 30121899//### 240 301299/ 30121899//### 241 301299/ 30121899//### 242 301299/ 30121899//### 243 301299/ 30121899//### 244 301299/ 30121899//

### 245 301299/ 30121899//### 246 301299/ 30121899//### 247 301299/ 30121899//### 248 301299/ 30121899//### 249 301299/ 30121899//### 250 301299/ 30121899//### 251 301299/ 30121899//### 252 301299/ 30121899//### 253 301299/ 30121899//### 254 301299/ 30121899//### 255 301299/ 30121899//### 256 301299/ 30121899//### 257 301299/ 30121899//### 258 301299/ 30121899//### 259 301299/ 30121899//### 260 301299/ 30121899//### 261 301299/ 30121899//### 262 301299/ 30121899//### 263 301299/ 30121899//### 264 301299/ 30121899//### 265 301299/ 30121899//### 266 301299/ 30121899//### 267 301299/ 30121899//### 268 301299/ 30121899//### 269 301299/ 30121899//### 270 301299/ 30121899//### 271 301299/ 30121899//### 272 301299/ 30121899//### 273 301299/ 30121899//### 274 301299/ 30121899//### 275 301299/ 30121899//### 276 301299/ 30121899//### 277 301299/ 30121899//### 278 301299/ 30121899//### 279 301299/ 30121899//### 280 301299/ 30121899//### 281 301299/ 30121899//### 282 301299/ 30121899//### 283 301299/ 30121899//### 284 301299/ 30121899//### 285 301299/ 30121899//### 286 301299/ 30121899//### 287 301299/ 30121899//### 288 301299/ 30121899//### 289 301299/ 30121899//### 290 301299/ 30121899//### 291 301299/ 30121899//### 292 301299/ 30121899//### 293 301299/ 30121899//### 294 301299/ 30121899//### 295 301299/ 30121899//### 296 301299/ 30121899//### 297 301299/ 30121899//### 298 301299/ 30121899//### 299 301299/ 30121899//### 300 301299/ 30121899//### 301 301299/ 30121899//### 302 301299/ 30121899//### 303 301299/ 30121899//### 304 301299/ 30121899//### 305 301299/ 30121899//### 306 301299/ 30121899//### 307 301299/ 30121899//### 308 301299/ 30121899//### 309 301299/ 30121899//

### 310 301299/ 30121899//### 311 301299/ 30121899//### 312 301299/ 30121899//### 313 301299/ 30121899//### 314 301299/ 30121899//### 315 301299/ 30121899//### 316 301299/ 30121899//### 317 301299/ 30121899//### 318 301299/ 30121899//### 319 301299/ 30121899//### 320 301299/ 30121899//### 321 301299/ 30121899//### 322 301299/ 30121899//### 323 301299/ 30121899//### 324 301299/ 30121899//### 325 301299/ 30121899//### 326 301299/ 30121899//### 327 301299/ 30121899//### 328 301299/ 30121899//### 329 301299/ 30121899//### 330 301299/ 30121899//### 331 301299/ 30121899//### 332 301299/ 30121899//### 333 301299/ 30121899//### 334 301299/ 30121899//### 335 301299/ 30121899//### 336 301299/ 30121899//### 337 301299/ 30121899//### 338 301299/ 30121899//### 339 301299/ 30121899//### 340 301299/ 30121899//### 341 301299/ 30121899//### 342 301299/ 30121899//### 343 301299/ 30121899//### 344 301299/ 30121899//### 345 301299/ 30121899//### 346 301299/ 30121899//### 347 301299/ 30121899//### 348 301299/ 30121899//### 349 301299/ 30121899//### 350 301299/ 30121899//### 351 301299/ 30121899//### 352 301299/ 30121899//### 353 301299/ 30121899//### 354 301299/ 30121899//### 355 301299/ 30121899//### 356 301299/ 30121899//### 357 301299/ 30121899//### 358 301299/ 30121899//### 359 301299/ 30121899//### 360 301299/ 30121899//### 361 301299/ 30121899//### 362 301299/ 30121899//### 363 301299/ 30121899//### 364 301299/ 30121899//### 365 301299/ 30121899//### 366 301299/ 30121899//### 367 301299/ 30121899//### 368 301299/ 30121899//### 369 301299/ 30121899//### 370 301299/ 30121899//### 371 301299/ 30121899//### 372 301299/ 30121899//### 373 301299/ 30121899//### 374 301299/ 30121899//

### 375 301299/ 30121899//### 376 301299/ 30121899//### 377 301299/ 30121899//### 378 301299/ 30121899//### 379 301299/ 30121899//### 380 301299/ 30121899//### 381 301299/ 30121899//### 382 301299/ 30121899//### 383 301299/ 30121899//### 384 301299/ 30121899//### 385 301299/ 30121899//### 386 301299/ 30121899//### 387 301299/ 30121899//### 388 301299/ 30121899//### 389 301299/ 30121899//### 390 301299/ 30121899//### 391 301299/ 30121899//### 392 301299/ 30121899//### 393 301299/ 30121899//### 394 301299/ 30121899//### 395 301299/ 30121899//### 396 301299/ 30121899//### 397 301299/ 30121899//### 398 301299/ 30121899//### 399 301299/ 30121899//### 400 301299/ 30121899//### 401 301299/ 30121899//### 402 301299/ 30121899//### 403 301299/ 30121899//### 404 301299/ 30121899//### 405 301299/ 30121899//### 406 301299/ 30121899//### 407 301299/ 30121899//### 408 301299/ 30121899//### 409 301299/ 30121899//### 410 301299/ 30121899//### 411 301299/ 30121899//### 412 301299/ 30121899//### 413 301299/ 30121899//### 414 301299/ 30121899//### 415 301299/ 30121899//### 416 301299/ 30121899//### 417 301299/ 30121899//### 418 301299/ 30121899//### 419 301299/ 30121899//### 420 301299/ 30121899//### 421 301299/ 30121899//### 422 301299/ 30121899//### 423 301299/ 30121899//### 424 301299/ 30121899//### 425 301299/ 30121899//### 426 301299/ 30121899//### 427 301299/ 30121899//### 428 301299/ 30121899//### 429 301299/ 30121899//### 430 301299/ 30121899//### 431 301299/ 30121899//### 432 301299/ 30121899//### 433 301299/ 30121899//### 434 301299/ 30121899//### 435 301299/ 30121899//### 436 301299/ 30121899//### 437 301299/ 30121899//### 438 301299/ 30121899//### 439 301299/ 30121899//

### 440 301299/ 30121899//### 441 301299/ 30121899//### 442 301299/ 30121899//### 443 301299/ 30121899//### 444 301299/ 30121899//### 445 301299/ 30121899//### 446 301299/ 30121899//### 447 301299/ 30121899//### 448 301299/ 30121899//### 449 301299/ 30121899//### 450 301299/ 30121899//### 451 301299/ 30121899//### 452 301299/ 30121899//### 453 301299/ 30121899//### 454 301299/ 30121899//### 455 301299/ 30121899//### 456 301299/ 30121899//### 457 301299/ 30121899//### 458 301299/ 30121899//### 459 301299/ 30121899//### 460 301299/ 30121899//### 461 301299/ 30121899//### 462 301299/ 30121899//### 463 301299/ 30121899//### 464 301299/ 30121899//### 465 301299/ 30121899//### 466 301299/ 30121899//### 467 301299/ 30121899//### 468 301299/ 30121899//### 469 301299/ 30121899//### 470 301299/ 30121899//### 471 301299/ 30121899//### 472 301299/ 30121899//### 473 301299/ 30121899//### 474 301299/ 30121899//### 475 301299/ 30121899//### 476 301299/ 30121899//### 477 301299/ 30121899//### 478 301299/ 30121899//### 479 301299/ 30121899//### 480 301299/ 30121899//### 481 301299/ 30121899//### 482 301299/ 30121899//### 483 301299/ 30121899//### 484 301299/ 30121899//### 485 301299/ 30121899//### 486 301299/ 30121899//### 487 301299/ 30121899//### 488 301299/ 30121899//### 489 301299/ 30121899//### 490 301299/ 30121899//### 491 301299/ 30121899//### 492 301299/ 30121899//### 493 301299/ 30121899//### 494 301299/ 30121899//### 495 301299/ 30121899//

Gender Ethnicity Disability

result in your submission being rejected and your payment will be at risk!

> Run Data Check prior to submitting your claim! If errors are found (highlighted orange) please correct and re-run check

CLA Reference Number

CLA Exemption

Code

Client Postcode

Case Concluded Date/Case

Claimed Date

Matter Type 1

Matter Type 2

Case Stage/Level

Advice Time

Civil Bulkload Spreadsheet Tool

Print Preview

Q6

Mandatory for Debt outcomes started on or after 01/04/2013. Must be 7 numbers.

R6

One of the following codes must be used: ECHI EDET EPRE

S6

Only Select F, M or U

T6

Please select from: 00, 01 … (through to)…. 16 or 99. Please see help page for full list

U6

Please select Disability code from list - Enter in capital letters

V6

Postcode of client. Must be a maximum of 8 characters in length and minimum of 3 (Including spaces)

W6

The date the case was concluded by the provider - enter in the format DD/MM/YYYY - If a Case Concluded Date is entered which is before Case Start Date the data check will highlight this field orange! For Stage Claims please enter the date of the claim.

X6

Matter Type 1 - What the Matter is about (All codes are 4 characters). Please complete in capital letters

Y6

Matter Type 2 - Who the Matter Involves (All codes are 4 characters)

Z6

Enter code that represents the Case Stage Level reached. Select MHLxx for Mental Health Cases, FPLxx for Private Family Cases and FPCxx for Public Family Cases

AA6

Advice time spent on case in minutes (e.g. enter 90 for 1.5 hours)

Travel Time

Waiting Time

Net Profit Costs (Including Travel

& Waiting / Excluding VAT)

Net Disbursement

Amount (Excluding VAT)

Net Cost of Counsel

(Excluding VAT)

Disbursements VAT amount

Travel & Waiting Costs

VAT Indicator

Tolerance indicator

Legacy Case

NIAT Disbursement Prior Authority

Number

London / Non

London rate

Adjourned Hearing

Fee

AB6

Time in minutes spent travelling (e.g. enter 150 for 2.5 hours)

AC6

Time in minutes spent waiting (e.g. enter 120 for 2 hours)

AD6

Enter Profit + Travel & Waiting costs incurred excluding VAT (in the format 460.00)

AE6

Please enter amount of Disbursements incurred excluding VAT (in the format 2.00)

AF6

Please enter cost of Counsel fees incurred excluding VAT (in the format 63.00)

AG6

Please enter amount of VAT for applicable Disbursements (in the format 2.00)

AH6

Travel & Waiting costs are reported for Information ONLY and should be included as part of the profit costs too. Enter value in the format 25.25 - Please note cannot be negative

AI6

Only Enter: 'Y' (Apply VAT) or 'N' (Do not apply VAT). Where fixed fees do not occur selecting Y will apply VAT to Profit & Counsel Costs fields

AJ6

Was the case carried out under Tolerance? Select Y (Yes) or N (No) NB. Must be NO if Transfer Date entered (except in MISC cases)

AK6

Is this case a legacy case? Please select Y (Yes) if an asylum matter was opened on or after 01/10/07 and there has been a previous asylum application lodged prior to 01/04/2007, otherwise select N (No).

AL6

Recored the NIAT reference number for prior authority to exceed disbursement financial limits

AM6

Enter Y (Yes) if London Rate is applicable , else N (No)

AN6

The number of times your hearing was adjourned (Enter only If applicable otherwise leave blank)

Save Progress

CMRH Oral HO Interview Local Authority number Transfer DateAdditional

Travel Payment

Value of Costs/Damages

recovered

Meetings Attended?

Detention Travel &

Waiting Costs (Excluding

VAT)

JR / Form Filling

(Excluding VAT)

Eligible Client

Court Location (HPCDS)

CMRH Telephone

AIT Hearing Centre

Substantive hearing?

Client Type

Stage Reached

Outcome for client

Type of Advice

Medical Reports Claimed

AO6

Whether or not an additional travel payment should be made. Enter Y (Yes) or N (No)

AP6

Please enter value of the Costs / Damages recovered (in the format 15.00) - If not applicable please leave blank

AQ6

Which of the following meetings were attended in this case? Please select code from list, if no meetings were attended please select MTGA01

AR6

Additional Profit Costs (exc VAT) incurred for Travel to / Waiting at Detention Centres (Also include Bail Hearing Costs). Enter value in the format 58.00 or leave blank if not applicable

AS6

Additional profit costs (exc VAT) incurred for Form Filling or applying for a Judicial Review. Enter in the format 91.00 or leave blank if not applicable

AT6

Is the client financially eligible or not for services provided under Legal Aid. Select 'Yes' or 'No' from the drop down list.

AU6

Record the relevant court code. Code should be between HPCDS001 and HPCDS215.

AV6

Whether representation at a CMRH was Oral and how many times the client was represented. Enter number between 0 and 9

AW6

Whether representation at a CMRH was by phone and how many times the client was represented. Enter number between 0 and 9

AX6

Please select AIT Hearing Centre at which the clients appeal was heard (in the format 01 … through to … 16). If the case was not in the appeal stage then enter N/A (15). Where there are new centres enter 'Other' (16)

AY6

Enter Y (Yes) if Substantitive Hearing was attended, else enter N (No)

AZ6

Determines how many Home Office interviews (between 0 and 9) were attended in each case for the same client within the same matter

BA6

Local Authority Case Reference Number - Leave blank if it is not applicable

BB6

Only Select: P (Parent), C (Child), J (Joined Party) or leave blank if none of the above apply

BC6

Stage reached within the case. Must be 2 character long

BD6

Outcome achieved for the client. Must be 2 character long

BE6

Please select either FTF (Face to Face) or REM (Remote). Only required in Welfare Benefit Matters post 1/10/2013

BF6

Complete only if case transferred. Enter in the format DD/MM/YYYY. The Transfer Date must be after the Case Started Date

BG6

Please select the number of Meical reports claimed from the drop down menu. Only values 0 to 10 are valid

Exemption Criteria Satisfied

Exceptional Case Funding Reference

Save Progress

BH6

Please Select Exemption Criteria from list

BI6

Mandatory for Exceptional Case Matters started after 1/4/2013 Must be 9 characters in the format of 'NNNNNNNAA'

BJ6

Mandatory for all matters started on or after 27/1/2014. Select from the drop down list.

New Matter Starts Guidance:

Civil

Category Code Schedule Reference Access Point Delivery Location

Mediation

Mediation Type Matter Starts

> First select Category Code from drop down list> Secondly enter the relevant Procurement Area, Access Point and number of starts> Only enter Categories where the number of Starts is > 0> Ensure you complete the table from top to bottom> Leave no gaps between entries> If you are reporting Zero Matter Starts please tick the box below

Procurement Area

New Matter Start Form & Immigration Controlled Legal Representation Form

B6

Enter category code Select from drop down list. If the list is greyed out & you wish to enter NMS data please untick the box below

C6

This should be in the format: NANNNA followed by: Case Start Date Feb12-Jan13 - FAM/13 or SCC/13 Case Start Date Feb13-Mar13 - FAM/14 or SCC/14 Case Start Date Apr13 Onwards - SCC/15 or 2013/15 Example: 1A123A/SCC/13 or 1A123/2013/15

D6

Enter applicable PA Code. Will be a code in the format PANNNNN eg. PA00002

E6

Enter applicable PA Code. Will be a code in the format APNNNNN eg. AP00002

F6

Enter applicable Delivery Location Code. Will be a code in the format AANNNNN eg. DL00045 Welfare Benefits Matters Only

B31

Enter Mediation Type. Select from drop down list. If the list is greyed out & you wish to enter NMS data please untick the box below

C31

Enter number of starts Use whole number > 1 If the column is greyed out & you wish to enter NMS data please untick the box to the right

CivilKey to Category Codes

StartsCode: Description

AAP Actions Against the Police etc.COM Community CareCON Consumer/General ContractDEB DebtEDU EducationEMP EmploymentHOU Housing

IMMAS Immigration – AsylumIMMOT Immigration Other Than Asylum

MAT Family MED Clinical NegligenceMHE Mental HealthMSC Residual (Miscellaneous)

PI Personal InjuryPUB Public LawWB Welfare Benefits

Code: Description

MDCS Child Only SoleMDCC Child Only CoMDPS Property & Finance SoleMDPC Property & Finance CoMDAS All Issues SoleMDAC All Issues Co

> First select Category Code from drop down list> Secondly enter the relevant Procurement Area, Access Point and number of starts> Only enter Categories where the number of Starts is > 0> Ensure you complete the table from top to bottom

Zero Matter Starts please tick the box below

< Tick here to indicate if you are reporting Zero Civil Matter Starts

< Return to Civil Data Page

Go to Help Page >

Save Progress


< Return to Mediation Data Page

G6

Enter number of starts Use whole number > 1 If the column is greyed out & you wish to enter NMS data please untick the box below

I28

Only when this box is unchecked can Civil Matter Starts be entered

< Tick here to indicate if you are reporting Zero Mediation Matter Starts

I42

Only when this box is unchecked can Mediation matter starts be entered

Substantive CLR - Provider Asylum GrantsSubstantive CLR - Independent Funding Adjudicator Asylum GrantsSubstantive CLR - Asylum RefusalsSubstantive CLR - Asylum WithdrawalsSubstantive CLR - Provider Non Asylum GrantsSubstantive CLR - Independent Funding Adjudicator Non Asylum GrantsSubstantive CLR - Non Asylum RefusalsSubstantive CLR - Non Asylum WithdrawalsBail CLR - Provider Asylum GrantsBail CLR - Independent Funding Adjudicator Asylum GrantsBail CLR - Asylum RefusalsBail CLR - Asylum WithdrawalsBail CLR - Provider Non Asylum GrantsBail CLR - Independent Funding Adjudicator Non Asylum GrantsBail CLR - Non Asylum RefusalsBail CLR - Non Asylum Withdrawals

CLR Guidance:

> Only applicable for Immigration providers> Immigration providers MUST complete ALL fields> If you have no CLR cases to report enter 0> Report information separately for Substantive & Bail applications> Report information separately for Asylum & Non-Asylum

Controlled Legal Representation (CLR)Category Code

Number of CLR cases


P6

Enter number of CLR cases Use whole number 0-999

N11

The number of times CLR was granted in the month by the provider

N12

The number of times CLR was granted in the month by an Independent Funding Adjudicator (IFA)

N13

The number of times CLR was refused in the month

N14

The number of times CLR was withdrawn in the month

N15


N16


N17


N18


N19


N20


N21


N22


N23


N24


N25


N26


© Crown Copyright May 2018 - v1.23

Save Progress - - © Crown Copyright May 2018 - v1.23

Client surname Gender Ethnicity Disability UFN

8 19 2

### 3### 4### 5### 6### 7### 8### 9### 10### 11### 12### 13### 14### 15### 16### 17### 18### 19### 20### 21### 22### 23### 24### 25### 26### 27### 28### 29### 30### 31### 32### 33### 34### 35### 36### 37### 38### 39### 40### 41### 42### 43### 44### 45### 46### 47### 48### 49### 50### 51### 52### 53### 54### 55### 56### 57### 58### 59### 60

Key Instructions:

> Complete ALL white fields - Failure to do this WILL result in your submission being rejected and your payment will be at risk! > Enter Stage Reached Code in first column BEFORE entering specific claim line details> Do NOT complete grey fields. Yellow fields are OPTIONAL - please complete only if applicable> For more detailed help and support please see Help Page (Or contact Online Support - Details on help page) > Run Data Check prior to submitting your claim! If errors are found (highlighted orange) please correct and re-run check

Line Number

Stage Reached (Claim Code)

Client Initial

Representation Order Date

Standard Fee Category

Outcome for the client

Matter Type

Net Profit costs (excluding

VAT)

Net Disbursement

amount (excluding

VAT)

Net Travel costs

(excluding VAT)

Net Waiting costs

(excluding VAT)

VAT Indicator

VAT Disbursements

amount

Case concluded date

No. of suspects/

defendants

No. of Police Station/court attendances

Police Station/ Court ID/ Prison ID

Criminal Bulkload Spreadsheet Tool - Monthly Crime Lower Submission

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Go to Help Page > Data Check Print

Preview

B4


B6


C6

Stage Reached (Claim Code). Please select from list ONLY. Complete from TOP to BOTTOM leaving no blank rows / lines

F6


G6

Please select from: 00, 01 … (through to)…. 16 or 99. You must enter in the format '01' - NOT '1'. See help page for full list

H6

Please enter code from list (In capital letters)

I6

Unique File Number = Date solicitor first attended defendant / 3 digit supplier code (DDMMYY/123) For additional info on supplier code please see help page

J6

Enter the Representation Order Date. This must be in the format DD/MM/YYYY

K6

Please select a Standard Fee Category from the drop down list. (ULF, UHF, CLF and CHF for Claim Code PROV Only)

L6

Outcome for Client. Please select from the drop down list (e.g. CP01). Please note that a Prison Law case must have an Outcome Code which begins with a "P".

M6

What the matter is about. Must be numeric (e.g. 1 or 2 …through to …. 35 or 36). Please note codes 17 through to 35 should only be used with Prison Law matters. 36 can be used with Claim Code PROV only.

N6

Profit Costs exc VAT. Enter value in the format 460.00. There is extra validation for Mags Court cases. Please refer to the Crime Lower Codes Guidance for details of permitted Profit Costs

O6

Disbursements exc VAT. Enter value in the format 35.00

P6

Travel costs incurred exc VAT. Enter value in the format 49.25

Q6

Waiting costs incurred exc VAT. Enter value in the format 60.85

R6

Enter Y (Yes) to apply VAT otherwise select N (No). If Y is selected VAT will be applied to the outcome value

S6

Amount of VAT for applicable Disbursements. Enter value in the format 60.85 - Please note cannot be negative

T6

Please enter in the format DD/MM/YYYY - Must be after 01/01/1995 and before today

U6

Number of suspects or defendants represented. Enter whole number between 0 & 99

V6

Number of Police Station or Court attendances made in the life of the case. Enter whole number between 0 & 99

W6

Unique ID code for Police Stations, Courts & Prisons. Entry must be 5 characters long for Police Stations (e.g. NE001). Courts must begin with a "C" (e.g. C1023A or CCHC). Entry must be 4 characters long for Prisons (For example AKCM).

### 61### 62### 63### 64### 65### 66### 67### 68### 69### 70### 71### 72### 73### 74### 75### 76### 77### 78### 79### 80### 81### 82### 83### 84### 85### 86### 87### 88### 89### 90### 91### 92### 93### 94### 95### 96### 97### 98### 99### 100### 101### 102### 103### 104### 105### 106### 107### 108### 109### 110### 111### 112### 113### 114### 115### 116### 117### 118### 119### 120### 121### 122### 123### 124### 125### 126### 127### 128### 129### 130### 131### 132### 133### 134### 135### 136### 137

### 138### 139### 140### 141### 142### 143### 144### 145### 146### 147### 148### 149### 150### 151### 152### 153### 154### 155### 156### 157### 158### 159### 160### 161### 162### 163### 164### 165### 166### 167### 168### 169### 170### 171### 172### 173### 174### 175### 176### 177### 178### 179### 180### 181### 182### 183### 184### 185### 186### 187### 188### 189### 190### 191### 192### 193### 194### 195### 196### 197### 198### 199### 200### 201### 202### 203### 204### 205### 206### 207### 208### 209### 210### 211### 212### 213### 214

### 215### 216### 217### 218### 219### 220### 221### 222### 223### 224### 225### 226### 227### 228### 229### 230### 231### 232### 233### 234### 235### 236### 237### 238### 239### 240### 241### 242### 243### 244### 245### 246### 247### 248### 249### 250### 251### 252### 253### 254### 255### 256### 257### 258### 259### 260### 261### 262### 263### 264### 265### 266### 267### 268### 269### 270### 271### 272### 273### 274### 275### 276### 277### 278### 279### 280### 281### 282### 283### 284### 285### 286### 287### 288### 289### 290### 291

### 292### 293### 294### 295### 296### 297### 298### 299### 300### 301### 302### 303### 304### 305### 306### 307### 308### 309### 310### 311### 312### 313### 314### 315### 316### 317### 318### 319### 320### 321### 322### 323### 324### 325### 326### 327### 328### 329### 330### 331### 332### 333### 334### 335### 336### 337### 338### 339### 340### 341### 342### 343### 344### 345### 346### 347### 348### 349### 350### 351### 352### 353### 354### 355### 356### 357### 358### 359### 360### 361### 362### 363### 364### 365### 366### 367### 368

### 369### 370### 371### 372### 373### 374### 375### 376### 377### 378### 379### 380### 381### 382### 383### 384### 385### 386### 387### 388### 389### 390### 391### 392### 393### 394### 395### 396### 397### 398### 399### 400### 401### 402### 403### 404### 405### 406### 407### 408### 409### 410### 411### 412### 413### 414### 415### 416### 417### 418### 419### 420### 421### 422### 423### 424### 425### 426### 427### 428### 429### 430### 431### 432### 433### 434### 435### 436### 437### 438### 439### 440### 441### 442### 443### 444### 445

### 446### 447### 448### 449### 450### 451### 452### 453### 454### 455### 456### 457### 458### 459### 460### 461### 462### 463### 464### 465### 466### 467### 468### 469### 470### 471### 472### 473### 474### 475### 476### 477### 478### 479### 480### 481### 482### 483### 484### 485### 486### 487### 488### 489### 490### 491### 492### 493### 494### 495

Save Progress Save Progress

MAAT ID Scheme IDDSCC Number

Prison law Prior

Approval number

Duty Solicitor

Youth Court

Save Progress

X6

The Defence Solicitor Call Centre Number assigned to the outcome. Mandatory for Police Station cases. 10 characters in length.

Y6

The Means Assessment & Adminstration Tool Number assigned to the outcome. Mandatory for Mags Court matters. 10 characters in length.

Z6

The number given when a firm has prior approval to claim for treatment cases in Prison Law. 10 characters in length

AA6

Was the solicitor a duty solicitor? Enter Y (Yes) or N (no)

AB6

Was the court a youth court? Enter Y (Yes) or N (No)

AC6

Unique identifying code for schemes. Please enter code which is 4 characters in length (e.g. 1001)

- - © Crown Copyright May 2018 - v1.23

Matter Type 1 Matter Type 2 Case Start Date Claim ID Unique Case ID Client 1 Forename Client 1 Surname Client 1 UCN

1 30121899//2 30121899//3 30121899//4 30121899//5 30121899//6 30121899//7 30121899//8 30121899//9 30121899//10 30121899//11 30121899//12 30121899//13 30121899//14 30121899//15 30121899//16 30121899//17 30121899//18 30121899//19 30121899//20 30121899//21 30121899//22 30121899//23 30121899//24 30121899//25 30121899//26 30121899//27 30121899//28 30121899//29 30121899//30 30121899//31 30121899//32 30121899//33 30121899//34 30121899//35 30121899//36 30121899//37 30121899//38 30121899//39 30121899//40 30121899//41 30121899//42 30121899//43 30121899//

Key Instructions:

> Complete ALL white fields - Failure to do this WILL result in your submission being rejected and your payment will be at risk!> Enter fee scheme in first column BEFORE entering specific claim line details> Do NOT complete grey fields. Yellow fields are OPTIONAL - please complete only if applicable> For more detailed help and support please see Help Page (Or contact Online Support - Details on help page)> Run Data Check prior to submitting your claim! If errors are found (highlighted orange) please correct and re-run check

Line Number


Case Concluded Date

Client 1 Date of Birth

Client 1 Postcode

Client 1 Gender

Mediation Bulkload Spreadsheet Tool

< Return to Main Page

Go to Help Page >

Add NMS & CLR

Data >Save

Progress Data CheckCreate

Mediation Bulkload File

B4


B6


C6

Matter Type 1 - What the Matter is about. Select either ASSM or MEDI from drop down list.

D6

Matter Type 2 - Select From Drop Down List.

E6

The providers ID of the case from their Case Management System or other records

F6

Only enter in the format DD/MM/YYYY. If a Case Start Date is entered which is after Case Concluded Date the data check will highlight this field orange!

G6

Must be a 3 digit number and forms part of the UFN. When combined with the case start date will uniquely identify a case for the provider (for further info see Help Page)

H6

Unique Case ID is used to link multiple claim lines for a single case should be entered in followin format (DDMMYY/123)

I6

The date the mediation was concluded by the provider - enter in the format DD/MM/YYYY - If a Case Concluded Date is entered which is before Case Start Date the data check will highlight this field orange! For Stage Claims please enter the date of the claim.

L6

Enter client 1's date of birth in the format DD/MM/YYYY

M6

Client 1 Unique Client Number is generated automatically for you. Client 1 UCN = Client 1 DOB / Client 1 Initial / First 4 letters of Client 1 surname (DDMMYYYY/A/AAAA)

N6

Postcode of Client 1. Must be a maximum of 8 characters in length and minimum of 3 (Including spaces)

O6


44 30121899//45 30121899//46 30121899//47 30121899//48 30121899//49 30121899//50 30121899//51 30121899//52 30121899//53 30121899//54 30121899//55 30121899//56 30121899//57 30121899//58 30121899//59 30121899//60 30121899//61 30121899//62 30121899//63 30121899//64 30121899//65 30121899//66 30121899//67 30121899//68 30121899//69 30121899//70 30121899//71 30121899//72 30121899//73 30121899//74 30121899//75 30121899//76 30121899//77 30121899//78 30121899//79 30121899//80 30121899//81 30121899//82 30121899//83 30121899//84 30121899//85 30121899//86 30121899//87 30121899//88 30121899//89 30121899//90 30121899//91 30121899//92 30121899//93 30121899//94 30121899//95 30121899//96 30121899//97 30121899//98 30121899//99 30121899//

100 30121899//101 30121899//

102 30121899//103 30121899//104 30121899//105 30121899//106 30121899//107 30121899//108 30121899//109 30121899//110 30121899//111 30121899//112 30121899//113 30121899//114 30121899//115 30121899//116 30121899//117 30121899//118 30121899//119 30121899//120 30121899//121 30121899//122 30121899//123 30121899//124 30121899//125 30121899//126 30121899//127 30121899//128 30121899//129 30121899//130 30121899//131 30121899//132 30121899//133 30121899//134 30121899//135 30121899//136 30121899//137 30121899//138 30121899//139 30121899//140 30121899//141 30121899//142 30121899//143 30121899//144 30121899//145 30121899//146 30121899//147 30121899//148 30121899//149 30121899//150 30121899//151 30121899//152 30121899//153 30121899//154 30121899//155 30121899//156 30121899//157 30121899//158 30121899//159 30121899//

160 30121899//161 30121899//162 30121899//163 30121899//164 30121899//165 30121899//166 30121899//167 30121899//168 30121899//169 30121899//170 30121899//171 30121899//172 30121899//173 30121899//174 30121899//175 30121899//176 30121899//177 30121899//178 30121899//179 30121899//180 30121899//181 30121899//182 30121899//183 30121899//184 30121899//185 30121899//186 30121899//187 30121899//188 30121899//189 30121899//190 30121899//191 30121899//192 30121899//193 30121899//194 30121899//195 30121899//196 30121899//197 30121899//198 30121899//199 30121899//200 30121899//201 30121899//202 30121899//203 30121899//204 30121899//205 30121899//206 30121899//207 30121899//208 30121899//209 30121899//210 30121899//211 30121899//212 30121899//213 30121899//214 30121899//215 30121899//216 30121899//217 30121899//

218 30121899//219 30121899//220 30121899//221 30121899//222 30121899//223 30121899//224 30121899//225 30121899//226 30121899//227 30121899//228 30121899//229 30121899//230 30121899//231 30121899//232 30121899//233 30121899//234 30121899//235 30121899//236 30121899//237 30121899//238 30121899//239 30121899//240 30121899//241 30121899//242 30121899//243 30121899//244 30121899//245 30121899//246 30121899//247 30121899//248 30121899//249 30121899//250 30121899//251 30121899//252 30121899//253 30121899//254 30121899//255 30121899//256 30121899//257 30121899//258 30121899//259 30121899//260 30121899//261 30121899//262 30121899//263 30121899//264 30121899//265 30121899//266 30121899//267 30121899//268 30121899//269 30121899//270 30121899//271 30121899//272 30121899//273 30121899//274 30121899//275 30121899//

276 30121899//277 30121899//278 30121899//279 30121899//280 30121899//281 30121899//282 30121899//283 30121899//284 30121899//285 30121899//286 30121899//287 30121899//288 30121899//289 30121899//290 30121899//291 30121899//292 30121899//293 30121899//294 30121899//295 30121899//296 30121899//297 30121899//298 30121899//299 30121899//300 30121899//301 30121899//302 30121899//303 30121899//304 30121899//305 30121899//306 30121899//307 30121899//308 30121899//309 30121899//310 30121899//311 30121899//312 30121899//313 30121899//314 30121899//315 30121899//316 30121899//317 30121899//318 30121899//319 30121899//320 30121899//321 30121899//322 30121899//323 30121899//324 30121899//325 30121899//326 30121899//327 30121899//328 30121899//329 30121899//330 30121899//331 30121899//332 30121899//333 30121899//

334 30121899//335 30121899//336 30121899//337 30121899//338 30121899//339 30121899//340 30121899//341 30121899//342 30121899//343 30121899//344 30121899//345 30121899//346 30121899//347 30121899//348 30121899//349 30121899//350 30121899//351 30121899//352 30121899//353 30121899//354 30121899//355 30121899//356 30121899//357 30121899//358 30121899//359 30121899//360 30121899//361 30121899//362 30121899//363 30121899//364 30121899//365 30121899//366 30121899//367 30121899//368 30121899//369 30121899//370 30121899//371 30121899//372 30121899//373 30121899//374 30121899//375 30121899//376 30121899//377 30121899//378 30121899//379 30121899//380 30121899//381 30121899//382 30121899//383 30121899//384 30121899//385 30121899//386 30121899//387 30121899//388 30121899//389 30121899//390 30121899//391 30121899//

392 30121899//393 30121899//394 30121899//395 30121899//396 30121899//397 30121899//398 30121899//399 30121899//400 30121899//401 30121899//402 30121899//403 30121899//404 30121899//405 30121899//406 30121899//407 30121899//408 30121899//409 30121899//410 30121899//411 30121899//412 30121899//413 30121899//414 30121899//415 30121899//416 30121899//417 30121899//418 30121899//419 30121899//420 30121899//421 30121899//422 30121899//423 30121899//424 30121899//425 30121899//426 30121899//427 30121899//428 30121899//429 30121899//430 30121899//431 30121899//432 30121899//433 30121899//434 30121899//435 30121899//436 30121899//437 30121899//438 30121899//439 30121899//440 30121899//441 30121899//442 30121899//443 30121899//444 30121899//445 30121899//446 30121899//447 30121899//448 30121899//449 30121899//

450 30121899//451 30121899//452 30121899//453 30121899//454 30121899//455 30121899//456 30121899//457 30121899//458 30121899//459 30121899//460 30121899//461 30121899//462 30121899//463 30121899//464 30121899//465 30121899//466 30121899//467 30121899//468 30121899//469 30121899//470 30121899//471 30121899//472 30121899//473 30121899//474 30121899//475 30121899//476 30121899//477 30121899//478 30121899//479 30121899//480 30121899//481 30121899//482 30121899//483 30121899//484 30121899//485 30121899//486 30121899//487 30121899//488 30121899//489 30121899//490 30121899//491 30121899//492 30121899//493 30121899//494 30121899//495 30121899//

Client 2 Forename Client 2 Surname Client 2 UCN Outcome Referral

result in your submission being rejected and your payment will be at risk!

- please complete only if applicable> For more detailed help and support please see Help Page (Or contact Online Support - Details on help page)> Run Data Check prior to submitting your claim! If errors are found (highlighted orange) please correct and re-run check

Client 1 Ethnicity

Client 1 Disability

Client 1 Legally Aided?

Client 2 Date of Birth

Client 2 Postcode

Client 2 Gender

Client 2 Ethnicity

Client 2 Disability

Client 2 Legally Aided?

Number of Mediation Sessions

Mediation Time

(mins)

Outreach Location

VAT Indicator

Net Disbursement

Amount (Excluding VAT)

Mediation Bulkload Spreadsheet Tool

Print Preview

P6


Q6


R6

Please select 'Y' or 'N' from drop down list

U6

Enter client 2's date of birth in the format DD/MM/YYYY

V6

Client 2 Unique Client Number is generated automatically for you. Client 2 UCN = Client 2 DOB / Client 2 Initial / First 4 letters of Client 2 surname (DDMMYYYY/A/AAAA).

W6

Postcode of Client 2. Must be a maximum of 8 characters in length and minimum of 3 (Including spaces)

X6


Y6


Z6


AA6

Please select 'Y' or 'N' from drop down list

AB6

The number of sessions spent on mediation.

AC6

Total time spent on the case in minutes (e.g. enter 120 for 2 hours)

AD6

Select from Drop Down List: A - Mediation Agreement B - Mediation Broken Down S - Mediation Successful C - All Issues Mediation - Agreed Proposal only on Children Issues P - All Issues Mediation - Agreed Proposal only on Prop & Fin Issues C & P only for use with 'All Issues Sole' or 'All Issues Co' Matter Types

AE6

3 Digit Outreach Location where meetings took place (if applicable)

AF6

Select From Drop Down List: 02 - Referral from Solicitor 03 - Referral from Court 04 - Referral from CAB 05 - Referral from other advice agency or telephone helpline 06 - Referral from Relate or other relationship counselling 07 - Referral from GP/NHS 08 - Client self-referred 09 - Other 10 - Unknown 11 - Seperated Parents Information Programme (SPIP)

AG6

Enter Y (Yes) to apply VAT otherwise select N (No). If Y is selected VAT will be applied to the outcome value

AH6

Please enter amount of Disbursements incurred excluding VAT (in the format 2.00). Enter 0 if no disbursements.


Schedule Reference (Outcome)

Save Progress

AI6

Please enter amount of VAT for applicable Disbursements (in the format 2.00)

AJ6

This should be in the format: NANNNA (office account number) followed by: MEDIYYYY/NN Where YYYY = Year of the contract Where NN =-Year of the schedule Example: 1A123A/MEDI2010/15

Click the buttons below for additional guidance on completing the Crime, Mediation or Civil forms (Please note: you must be connected to the Internet)

> For each submission line enter data in every field that is blank (i.e. not greyed out). Yellow fields are optional and should only be completed if applicable - Try using the tab button to shift from one field to the next (This will automatically skip over fields which are not required i.e. greyed out)

Running the Data Check:

Customising the filepath (This section is an optional extra):

> By changing this path you will be changing the blue text (see below) where the bulkload and spreadsheet files are saved

> Always have the CAPs lock on when entering data> Ensure every row of data contains a Fee Scheme ID (Civil Sheet) or Stage Reached Code (Crime Sheet) - This must be completed prior to entering any data in that line> This spreadsheet is best used using a screen resolution of 1024 x 768 - This can be changed through the control panel on your PC> Please check the comments within the title bar to ensure the correct data is being entered in the correct format - Any header with a red marker has comments attached, to see these comments hover the mouse over the specific header

> It is essential that all the fields on the front page are completed (including schedule number / Account Number / Month & Year) - Your schedule number can be found in the submissions list area of LAA Online or by contacting Online Support (see details below)> Ensure you save the spreadsheet to your PC (after downloading from our website) prior to entering any data - If you are using Excel 2007 ensure when using the 'save as' function in Excel you select to save the file as a 'macro enabled workbook' (.xlsm)> Extra guidance on Case ID (civil) or 3 digit Supplier Code (Crime) - Please number every case started on a particular date from 001 upwards (001, 002, 003 ...) - For example if you opened 3 cases on the 12/04/08 the CASE IDs would be 001, 002 and 003 - On the following day restart the numbering from 001 (This ensures that the UFN is unique for every case started within each individual office)

> We strongly recommend that prior to submitting your claim you click the button to run the data check. This will highlight in orange: - Any mandatory fields which are left blank and must be completed for your submission to be successful - Any instances where the Case Start Date is after the Case Concluded Date - Instances where a Prison Law stage-reached code (i.e PRIA) is selected but a non Prison Law Matter Type/Prison ID/Outcome Code is selected.

> When the orange fields (i.e. blank cells or problem cells) are corrected the orange highlighting will disappear> Please run as many data checks as necessary until the message "You have successfully completed all mandatory fields" appears

> The drive where the spreadsheet and bulkload files are saved can be amended if necessary to suit your specific computer system - It is set as a default to your C: drive but if this needs to be amended please type a custom filepath into the green box at the very bottom of this page - Please note: If a custom filepath is chosen - All folders within this filepath must already exist prior to saving the spreadsheet or creating the bulkload

BULKLOAD SPREADSHEET

< Return to Main Page < Return to Civil Data Page

Link to Bulkload Spreadsheet User Guidance Page Link to Codes Guidance Page

Help - Important Links

Help - General Tips & Advice

Saving the Spreadsheet:

Creating the Bulkload file (Civil or Crime):

Ethnicity Check Box: 00

Select Custom Filepath:

© Crown Copyright May 2018 - Version v1.23

> When the 'Save Progress' button is pressed, the entire spreadsheet (Crime & Civil) will be saved in the following location: - C:\Bulkload\Backup\'MonthandYear'\'AccNumber' + 'MonthandYear'.xls> The text in red above will be inserted from information entered on the front page (Therefore the front page must be completed prior to saving the spreadsheet)> The text in blue above will be inserted from information entered at the bottom of this page (please see help on customising the filepath) - The folders and files in red (and black) above do not need to be created and will be automatically created for you

> We recommend clicking the save progress button every line or two to minimise the chance of data loss - A message box will appear which confirms whether the spreadsheet has saved successfully (and where it is saved) - We strongly recommend you use the grey save buttons built into the spreadsheet as this will ensure the file will be saved in the correct format

> When the 'Create Bulkload' button is pressed this will create a CSV file which needs to be bulkloaded into LAA Online - This file will be created in the following location > C:\Bulkload\Civil\'MonthandYear'\CivilBulkload + 'AccNumber' + 'MonthandYear'.csv> When the 'Create Crime Bulkload' button is pressed from the Crime page this will create the monthly crime lower submission to be bulkloaded into LAA Online - and save it in the following location > C:\Bulkload\Crime\'MonthandYear'\CrimeBulkload + 'AccNumber' + 'MonthandYear'.csv

> The text in red above will be inserted from information entered on the front page (Therefore the front page must be completed prior to creating the bulkload)> The text in blue above will be inserted from information entered at the bottom of this page (please see help on customising the filepath) - The folders and files in red (and black) above do not need to be created and will be automatically created for you

Ethnicity Check Box: > This section below allows the user to enter an ethnicity description from the drop down list in the green box - the code will then be displayed in the grey box - This is the code which must be entered on the Civil and Crime pages in the column 'Ethnicity' (ensuring the preceding zero is included)

For additional help and technical support:> Please contact the Legal Aid Agency Online Support Team on 0203 334 6664 or email [email protected]

Please select ethnicity description from drop down list >

Examples of acceptable filepaths (in the correct format): > E:\Admin\LAA or J: or K:\Documents\OfficeAdmin\John\LAA

E55

Ethnicity Code will appear here when description is chosen from list

E60

Enter file path here. Please note: This location must already exist on your PC!

Click the buttons below for additional guidance on completing the Crime, Mediation or Civil forms (Please note: you must be connected to the Internet)

> For each submission line enter data in every field that is blank (i.e. not greyed out). Yellow fields are optional and should only be completed if applicable - Try using the tab button to shift from one field to the next (This will automatically skip over fields which are not required i.e. greyed out)

Running the Data Check:

Customising the filepath (This section is an optional extra):

> By changing this path you will be changing the blue text (see below) where the bulkload and spreadsheet files are saved

> Ensure every row of data contains a Fee Scheme ID (Civil Sheet) or Stage Reached Code (Crime Sheet)

> Please check the comments within the title bar to ensure the correct data is being entered in the correct format- Any header with a red marker has comments attached, to see these comments hover the mouse over the specific header

> It is essential that all the fields on the front page are completed (including schedule number / Account Number / Month & Year)- Your schedule number can be found in the submissions list area of LAA Online or by contacting Online Support (see details below)

> Ensure you save the spreadsheet to your PC (after downloading from our website) prior to entering any data- If you are using Excel 2007 ensure when using the 'save as' function in Excel you select to save the file as a 'macro enabled workbook' (.xlsm)

- Please number every case started on a particular date from 001 upwards (001, 002, 003 ...)- For example if you opened 3 cases on the 12/04/08 the CASE IDs would be 001, 002 and 003- On the following day restart the numbering from 001 (This ensures that the UFN is unique for every case started within each individual office)

you click the button to run the data check. This will highlight in orange:- Any mandatory fields which are left blank and must be completed for your submission to be successful

- Instances where a Prison Law stage-reached code (i.e PRIA) is selected but a non Prison Law Matter Type/Prison ID/Outcome Code is selected.

> When the orange fields (i.e. blank cells or problem cells) are corrected the orange highlighting will disappear> Please run as many data checks as necessary until the message "You have successfully completed all mandatory fields" appears

> The drive where the spreadsheet and bulkload files are saved can be amended if necessary to suit your specific computer system- It is set as a default to your C: drive but if this needs to be amended please type a custom filepath into the green box at the very bottom of this page- Please note: If a custom filepath is chosen - All folders within this filepath must already exist prior to saving the spreadsheet or creating the bulkload

BULKLOAD SPREADSHEET

< Return to Crime Data Page< Return to Civil Data Page

Link to Codes Guidance Page

< Return to Mediation Page

Saving the Spreadsheet:

Creating the Bulkload file (Civil or Crime):

Other

May 8, 2023

> When the 'Save Progress' button is pressed, the entire spreadsheet (Crime & Civil) will be saved in the following location:

> The text in red above will be inserted from information entered on the front page (Therefore the front page must be completed prior to saving the spreadsheet)> The text in blue above will be inserted from information entered at the bottom of this page (please see help on customising the filepath)

- The folders and files in red (and black) above do not need to be created and will be automatically created for you

> We recommend clicking the save progress button every line or two to minimise the chance of data loss- A message box will appear which confirms whether the spreadsheet has saved successfully (and where it is saved)

We strongly recommend you use the grey save buttons built into the spreadsheet as this will ensure the file will be saved in the correct format

> When the 'Create Bulkload' button is pressed this will create a CSV file which needs to be bulkloaded into LAA Online\CivilBulkload + 'AccNumber' + 'MonthandYear'.csv

> When the 'Create Crime Bulkload' button is pressed from the Crime page this will create the monthly crime lower submission to be bulkloaded into LAA Online\CrimeBulkload + 'AccNumber' + 'MonthandYear'.csv

> The text in red above will be inserted from information entered on the front page (Therefore the front page must be completed prior to creating the bulkload)> The text in blue above will be inserted from information entered at the bottom of this page (please see help on customising the filepath)

- The folders and files in red (and black) above do not need to be created and will be automatically created for you

> This section below allows the user to enter an ethnicity description from the drop down list in the green box - the code will then be displayed in the grey box- This is the code which must be entered on the Civil and Crime pages in the column 'Ethnicity' (ensuring the preceding zero is included)

> Please contact the Legal Aid Agency Online Support Team on 0203 334 6664 or email [email protected]

Please select ethnicity description from drop down list >

Examples of acceptable filepaths (in the correct format): > E:\Admin\LAA or J: or K:\Documents\OfficeAdmin\John\LAA

L55

Enter Ethnicity description here and the code will appear on the right

Page 94 of 96

- Summary of Civil Submission LAA Bulkload Spreadsheet v1.23

UFN Case Reference Client Surname Net CounselSchedule Reference

Matter Type 1

Matter Type 2

Case Stage Level

Net Profit Costs

Net Disbursements


VAT Indicator

Case Concluded Date

Stage Reached

Outcome for Client

Page 95 of 96

- Summary of Criminal Submission LAA Bulkload Spreadsheet v1.23

Client Surname Net Disbursements UFNStage Reached

Outcome for the Client

Matter Type

Net Profit Costs

Net Travel Costs

Net Waiting Costs

VAT Indicator


Case Concluded Date

Police Station or Court Code

- Summary of Mediation Submission LAA Bulkload Spreadsheet v1.23

Outcome VAT Indicator Disb exc. VATUnique Case ID

Matter Type 1

Matter Type 2


Client 1 Surname

Legally Aided?

Client 2 Surname

Legally Aided?

Case Concluded Date

Number of Med Sessions

Mediation Time

Disb VAT Amount

Date post:	25-May-2018
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