They tell you what does not qualify
An adviser who tells you which projects and costs they left out, and why, is applying the test. That is what a claim that survives a review is built on.
Why it matters
Every test for qualifying work excludes something. An adviser who can tell you what they excluded from your claim, and why, has applied the test to your work. An adviser who found that everything qualifies may have done the same and reached a happy answer, or may not have looked. The difference shows in a review, when the excluded work is not there to be challenged and the included work has a reason behind it.
How to check for it
- Ask the adviser to list the projects and costs they considered and left out, with a sentence on each.
- Ask them to explain the test in plain words and to apply it to one borderline project with your technical people in the room.
- Look at the fee: an adviser paid a percentage of the claim who still tells you what to leave out is applying the test against their own interest, which is worth noticing.
- Ask whether the claim is smaller than the adviser's first estimate, and why.
- Read the technical descriptions for the work that was included and check that each one says why it qualifies, not only what was done.
What it does not tell you
A green flag is a practice, not a verdict. An adviser with every green flag on this list can still prepare a weak claim, and an adviser with none of them can prepare a strong one. It is one thing to look for, alongside the questions to ask and the references you can speak to.
Read next
- The question: how do you decide what qualifies?
- The red flag: everything qualifies
- Myth: a bigger claim is a better claim
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