eVoucher Attorney Manual - Federal Defenders of Western North
Contents
1. Folder Descriptions My Active Documents Contains documents that you are currently working on or have been submitted to by an expert service provider These documents are waiting for action by you Appointments List Quick reference to all your appointments My Proposed Cases will appear in this folder if an appointment has been proposed to you and you Assignments have not accepted or rejected the appointment however this function will not be used in NCWD as appointments will be verbally accepted before being created in eVoucher My Submitted Contains vouchers for yourself or for your service provider which have been Documents submitted to the court for payment Documents submitted to the court requesting expert services or interim payments will also appear in this folder My Service Provider s Contains all the vouchers for your service providers This will include Documents e Vouchers in progress for services provided by experts e Vouchers submitted to the attorney for approval and submission to the court e Vouchers signed off by the attorney and submitted to the court for payment Closed Documents Contains documents that have been paid or have been approved by the court Closed documents will only be displayed for open cases When the appointment is completed the closed documents will no longer be displayed on your homepage They are still accessible through the appointment page CJA eVoucher Version 4 22. Drag the folder to the new location and release the mouse Sorting Click the column heading e g Case Description Type to sort in either ascending or descending order Resizing of Column Along the folder headings e g case defendant type etc move your cursor to the line between the columns until a double arrow lt gt appears Drag the line in the desired direction to enlarge or reduce the column size Note The folder size does not increase therefore some columns may move off the screen CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 6 Customizing the Home Page continued Group by Column Heading You may sort all the information within a folder by grouping documents by the column heading All folders displaying the Group Header bar may be sorted in this manner E My Active Documents To group by a particular Header drag the column to this area Case Defendant Type Click the header for the column you wish to group Hold the cursor and drag the header to the Group by Header bar E My Active Documents Group by Case Case Defendant CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 7 My Profile In the My Profile section the attorney may Change password Login Info section Edit contact information phone e mail physical address Attorney Info section Update EIN numbers and any firm affiliation Billing
3. Scroll to the bottom of the screen Note Check the box to swear and affirm to the accuracy of the You may include any information to the Court or voucher The voucher will automatically be time stamped FDO in the Public Attorney Notes section It s best to date and initial any note you submit Attention The notes you enter wil be available to the next approval level Publc Attomey Notes Notes I swear and affirm the truth or correctness of the above statements Date 6 12 2014 16 32 35 Click Submit to send to the Court A confirmation screen will appear indicating the action was successful and the voucher has been submitted for payment Success Your voucher has been submitted for payment You will receive a notification if we need more details Please keep the following voucher number for your own records 0101 0000150 Back to Home Page Appointment Page Click Home Page to return to the home page Click Appointment Page if you wish to continue working with this appointment CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 27 Signing and Submitting Voucher to Court cont d The active voucher is removed from the My Active Documents folder and now appears in the My Submitted Documents section E My Submitted Documents To group by a partoular Header drag the column to this area cri oe Case Defend Status U14 CR
4. Service and or Expenses are out of the Voucher Start and End Dates The message will be removed when you complete the Claim Status section with start and end dates which include all service and expenses dates for the voucher Click the Claim Status tab or click the Next option located on the Progress bar Enter the start date from the services or expenses entries whichever date is earliest If you are unsure go back to the Expense and Service sections and click the Date header to sort showing the earliest date of services 1 Have you previously applied to the court for compensation and or reimbursement for this If Yes were you paid 2 Other than from the Court have you or to your knowledge has anyone else received payment compensation or anything of value trom ary other source in connection with this representation Indicate payment type Notes Incorrect start and end dates on the Claim Status tab is the most common problem in eVoucher Final Payment is requested after all services have been completed Interim Payment allows for payment in segments but interim payment must first be granted by the Court If using interim payment indicate the number of this requested payment After Final Payment number has been submitted a Supplemental Payment may be requested due to a missed or forgotten receipt Answer all the questions regarding previous payments in this case Click SAVE CJA eVoucher Version
5. Voucher Attorney confirms CJA 24 approved Voucher receipt of transcript or rejected by processed for and approves voucher Court payment CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 37 Creating an Authorization for Transcripts AUTH 24 From the Appointment page click Create Auth 24 The Authorization opens to the Basic Info page F h AUTH 24 BETE TO Sobe fet Retained Aneeers Click SAVE Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 38 Creating an Authorization for Auth 24 Transcript cont d Click the Documents tab or click Basic Info P Documents Confirmation the Next option located on the Progress bar Supporting Documents File Upload Only Pdf files of 10MB size or less Mle Browse Click Browse to select a PDF file to attach Dreger Note All documents must be submitted in PDF format and must be 10 MB or less sve Click Upload The Document will appear in the bottom of the Description section Click SAVE From the Confirmation page verify all the information is correct Abeni The mpita you erie wall be avaiable bo Pee meat appaia level Check the box to swear or affirm the accuracy of the voucher The voucher will automat
6. APPEALS DKT DEF NUMBER 6 OTHER DKT DEF NUMBER 7 IN CASE MATTER OF Case Name 8 PAYMENT CATEGORY 9 TYPE PERSON REPRESENTED 10 REPRESENTATION TYPE SA v Branson Se eet pre trial diversion dnit Defendant riminal Case 11 OFFENSE S CHARGED 15 1825 F INSPECTION VIOLATION PENALTIES 12 ATTORNEY S NAME AND MAILING ADDRESS 13 COURT ORDER Andrew Anders Bar Number 12345 _ A Associate _ Co Counsel 110 Main Street F Subs for Federal Defender 7 O Appointing Counsel p Z792 Eey s 0 P Subs for Panel Attorney R Subs for Retained Attorney 14 LAW FIRM NAME AND MAILING ADDRESS Andrew Anders TIN 6789 i es 123 Legal Bivd South iguature of Presiding Judge or By Order of the Court AnyTown DC 12345 USA i Nunc Pro Tunc Date 3 3 2014 Repayment _ YES v NO g F ag Revocation Hearings Appeals Court a Interviews and Conferences Obtaining and Reviewing Records c Legal Research and Brief Writing Travel Time e Investigative or Other Work TOTAL AMOUNT CLAIMED Th soo soo soo soo a Interviews and Conferences c Leal Research and Brief Writing fe Tnvestigative or Other Wo EE soo Totals ravel Expenses lodging parking meals mileage eic ranscripts etc 2 19 CERTIFICATION OF ATTORNEY FOR THE PERIOD OF SERVICE 20 APPOINTMENT TERMINATION DATE IF OTHER 21 CASE DISPOSITION FROM 6 12 2014 TO 6 12 2014 22 CLAIM STATUS _ Final Payment C Interim Payment
7. July 2015 CJA eVoucher Manual for Attorneys 4 Navigating in the CJA eVoucher Program Breadcrumb Navigation Home Operstons Reports CMECF Links Help ogout gt Home Welcome Andrew Anders Attorney ATTORNEY Menu Bar Items pe Home The eVoucher home page Operations Allows you to search for specific appointments Reports Selected reports you may run on your appointments CMECF Allows you to query cases in CM ECF Links Hyperlinks to CJA resources forms guides publications etc Help Provides e Another link to your Profile e Contact Us e mail e Privacy Notice Logs user off the eVoucher program CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 5 Customizing the Home Page Customizing your home page allows you to alter the manner in which your information is displayed in the folders Expanding Collapsing Folders Click the plus sign to expand a folder Click the minus sign Ej to collapse a folder Welcome Karen Attorney Fly Profile ATTORNEY My Appointments View Defendant Stone Representation Type Criminal Case Order Type Appointing Counsel Order Date 05 01 15 Pres Judge Dennis L Howell Adm Mag Judge Case 1 15 M5 000270 DLH Defendant 1 Case Title CWB v me Attorney Karen Athomey Moving Folders Place your mouse pointer on the top edge of the folder you wish to relocate A crosshair icon a will appear
8. 0880 5 aa Jebediah Branson 1 CJA 20 Submitted to Court Sram 06 12 2014 Clamed Amount 89 20 Andrew Anders J 21010000159 End 06 12 2014 PCRS ECTSEE jebediah Branson CJA 20 Submitted Sear ON0N2034 Clamed Amount 778 40 Andrew Anders J 2010000001 eet ine 06 05014 9101 0000001 M PAYMENT i 114 CR O8R05 AA Jebedish Branson 1 AUTH Submitted to Court Seat 04 02 2034 Claimed Amount 1 000 00 Chemist Toxicologist I 2101 000000 End 01 01 1900 Page 1 of 1 3 tems Notes e f a voucher is rejected by the Court it will reappear in the My Documents section and will be highlighted in gold E My Documents To group by a particular Header drag the column to this area Case e Anemail message generated by the system will be sent explaining what corrections need to be made CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 28 CJA 20 Quick Review Panel When entering time and expenses in a CJA 20 voucher the attorney may monitor the voucher totals using the quick review panel on the left side of the screen Link to CM ECE Voucher 0101 0000150 TAH 99 00 0 00 Amt CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 29 Reports and Case Management At the start of a case it may be difficult for counsel or the court to know whether a case has the potential to exceed the statutory maximum allowed for representation Therefore attor
9. 4 2 July 2015 CJA eVoucher Manual for Attorneys 24 Supporting Documents Attorneys as well as the Court may attach documents Attach any documentation which supports the voucher i e travel or other expense receipts orders from the Court Note To add an attachment click the Browse button to All documents must be submitted in PDE locate your file format and must be 10 MB or less Add a description of the attachment Click Upload Supporting Documents File Upload Only Pdf files of LOMB size or less GAAO eVoucheriCJA e Copies of receptd The attachment and description is added to the voucher and appears in the bottom of the Description section Supporting Documents File Upload Only Pdf files of 10MB size or less Copies of receipts Click SAVE Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 25 Signing and Submitting Voucher to Court When you have added all voucher entries you are ready to sign and submit your voucher to the Court Click the Confirmation tab or the Last option located on the Progress bar The Confirmation screen appears which reflects all entries from the previous screens Confirmation 1 CIR TAIST DIV CODE 2 PERSON REPRESENTED OUCHER NUMBER ae 3 MAG DKT DEF NUMBER 4 DIST DKT DEF NUMBER
10. 6 SS 1 14 CR 08805 1 AA 7 IN CASE MATTER OF Case Name 9 TYPE PERSON REPRESENTED REPRESENTATION TYPE SA v Branson Adult Defendant riminal Case 11 OFFENSE S CHARGED 15 1825 F INSPECTION VIOLATION PENALTIES _ F Subs for Federal Defender 7 O Appointing Counsel JP Subs for Panel Attorney R Subs for Retained Attorney Defendant Detail Budget Report Detail budget info for defendant Form CJA20 Defendant Summary Budaet Report Totals only of b info for at a Payment Info Preferred Payee Andrew Anders V Andrew Anders SSN EIN 6789 123 Legal Blvd South AnyTown DC 12345 USA Phone 888 555 4000 Fax 888 555 4001 CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 19 Creating the CJA 20 Voucher cont d Tab Headings appears at the top of the screen C cErst lt Previous next gt tast _Delete Draft _ Notes e The user should SAVE any entries made to a voucher often to avoid data loss e Atany time prior to submitting the voucher the user may delete the voucher by clicking the Delete Draft button e The user may navigate using the Tab headings or Progress bar Entering Services Line item time entries should be entered on the Services tab Both In Court and Out of Court time should be recorded on this screen Click the Services tab or click the Next option located on the Progress bar M k CJA 20 gt Basic Info Ser
11. 60 Total Approved 3 541 24 6 700 00 5 629 00 Time Period For Voucher Number Fees Expenses Total Fees Expenses Total After After Approved Approved Travel Other Travel Other And Pending Pending For Vendor 0 00 Approved For Vendor 0 00 Total Pending 0 00 i Total Approved 0 00 0 00 0 00 CJA 21 Voucher Process Overview In the Western District of North Carolina before a CJA 21 voucher can be created Court Appointed Counsel must motion the Court for Appointment of Expert Services Below is an overview of the CJA 21 workflow Court enters Attorney enters Attorney Attorney files l Court staff E ae i order granting expert s billing info amp approves the motion for l creates CJA or denying attaches supporting expert s services expert services 21 Voucher motion document and expenses Voucher processed for payment Voucher audited Voucher approved by Court staff or rejected by Court CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 32 Creating the CJA 21 Voucher If the Motion is granted court staff will create the CJA 21 in the CJA eVoucher system Counsel will receive an email that the CJA 21 Voucher is ready to add Services Expenses Claim Status and Documents and can be found in their My Active Documents with the status of Voucher Entry Note The CJA 31 voucher function is primarily the same Entering Expert
12. Info section Add a time period in which you will be out of office Holding Period Document any CLE attendance Continuing Legal Education section Click the My Profile link from either the Home screen or the Help menu bar to open the My Profile page Welcome Anden Anders Attomey ATTORNEY CM C Access s NOT validated omey Sar Number 12345 asa eres fou Nare Andrew Anders Four Contact nfo Phone 210 633 5623 Cel Phone 702 555 1212 Fax Bng Your default biling nfo s Holding Period There s 1 period of tme drimio whch case cannot be taken Continuing Legal No info has been stored Education Please cick VIEW to type your nfo CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 8 Changing My CJA eVoucher Password n gt Help gt My Profil Wel Andrew Anders Att y Under the Login CER _ crrocretelcmibedtricaiet sarsidanl L info section click Login Info UserName Anders Edit to change your Your Login information CM ECF Access is NOT validated Password To reset your password click Reset gt peip gt my Profile Login Info Type the new gin inf password and retype it in the confirm field the Reset MEC utton to save CMRF Pamori l CM ECF Access is NOT validated amp Help gt My Profile Welcome Andrew Ande Attorney Click the Close Login Info Username Anders ano butto
13. Services From your My Active Documents section click on Edit next to the corresponding voucher To group by a particular Header drag the column to this area Search Le Case Defendant Type Status 3 15 CR 0001 RIC Justin Vang 1 CIA 21 Voucher Entry Start 06 16 2015 Claimed Amount 0 00 A Iniesta may Edit End 06 16 2015 Interpreter Translator l e 0 SCN Jose Honorio Flores Almazo 1 CJA 21 Submitted to Attorney Ga OG a 2015 Claimed Amou nt 3 000 00 Joe Expert rr 0419 0000104 TEA Investigator FINAL PAYMENT Click the Services tab or click the Next option located on the Progress bar Basic indo P Services EnpentEs Clais States Ehh ree nhs Conhiemagion Enter the Date Hours Rate and Description Click Add The item will appear in the bottom of the Services list section Click SAVE a Notes e There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work e fallinformation is not entered you cannot advance to the next screen CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 33 Entering Expert Expenses Click the Expenses tab or click the Next option located on the Progress bar Enter the Date Expense Basic Info gt Services P Expesses gt Claim Status gt Documents Confirmation Type Description and Miles Click Add Cate DCeeeoiption Ce ee Trees foro ees ev cher ce
14. _ Supplemental Payment wo be e Ss A d A HE Fa g Have you Previously applied to the court for compensation and or reimbursement for this YES NO If yes were you paid YES NO Other than from the Court have you or to your knowledge has anyone else received payment compensation of anything of value from any other source in connection with this representation YES NO Ifyes please attach supporting documentation I Swear or affirm the truth or correctness of the above statements Signature of Attorney Date Signed APPROVED FOR PAYMENT COURT USE ONLY 23 IN COURT COMP 24 OUT OF COURT COMP 25 TRAVEL EXPENSES 6 OTHER EXPENSES 27 TOTAL AMT APPR CERT 0 00 0 00 0 00 0 00 2 S 28 SIGNATURE OF THE PRESIDING JUDGE an JUDGE CODE 29 IN COURT COMP 30 OUT OF COURT COMP 31 TRAVEL EXPENSES 32 OTHER EXPENSES 33 TOTAL AMT APPR CERT 0 00 0 00 0 00 0 00 34 SIGNATURE OF THE CHIEF JUDGE COURT OF APPEALS OR DELEGATE Payment approved in h4a JUDGE CODE excess of the statutory threshold amount Attention The notes you enter will be available to the next approval level 2 3 Public Attorney Notes _ I swear and affirm the truth or correctness of the above statements Date O Submit CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 26 Signing and Submitting Voucher to Court cont d Verify the information on the voucher is correct
15. of Representation Criminal Case Document Document Number Amount Claimed Amount Adjusted CJA 26 0101 0000029 35 000 00 35 000 00 Budget Amount Requested 0 00 Total 25 000 00 35 000 00 Budget Amount Approved 9 800 00 tmePeed Yt For Voucher Number Fees Expenses Total Fees Expenses Total After After Approved Approved Travel Other Travel Other _ And Pending Attorney Andrew Anders Appointing Counsel Active 01 01 1901 to 01 01 1901 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 9 800 00 9 800 00 12 21 2008 to 01 30 2009 0101 0000027 0 00 0 00 0 00 0 00 32 100 00 428 74 1250 3 541 24 6 700 00 6 700 00 03 03 2014 to 06 05 2014 0101 0000001 756 00 22 40 0 00 778 40 0 00 0 00 0 00 0 00 6 700 00 5 944 00 06 12 2014 to 06 12 2014 0101 0000150 63 00 11 20 15 00 89 20 0 00 0 00 0 00 0 00 6 700 00 5 881 00 05 01 2014 to 06 17 2014 252 00 0 00 0 00 252 00 0 00 0 00 0 00 0 00 6 700 00 5 629 00 l Total Pending 1 119 60 Total Approved 3 541 24 6 700 00 5 629 00 Time Period Voucher For Voucher Number Fees Expenses Total Fees Expenses Total After After Approved Approved Travel Other Travel Other And Pending Vendor Luz Garcia Hair Fiber Expert l Approved Amount 800 00 Attorney Andrew Anders 05 15 2014 To 05 15 2014 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 200 00 800 00 i Total Pending 0 00 Total Appr
16. 000001 110 Main Street San Antonio TX 78210 US Phone 210 833 5623 Fax CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 13 Holding Period Holding periods can be used to enter any medical leave vacation etc This feature does not notify the court however will allow you to keep up with your out of the office time Under the Holding Period section click View Holding Period No info has been stored Please click VIEW to type your info Click Add Enter the Starting and Ending Date along with Notes Click SAVE CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 14 Continuing Legal Education An attorney can keep track of their Continuing Legal Education Under the Continuing Legal Education section click the View button to access your CLE information Continuing Legal No info has been stored View Education Please click VIEW to type your info To add CLE information click Add Continuing Legal Education No Continuing Legal Education E gt Click the Credit dropdown menu to select CLE categories Enter the Date the number of Hours and a Description Continuing Legal Back Education Credit bate sonaa S Hours lo Description Document After you save the information about this Continuing Education you will be able to upload related documents Click SAVE Note A
17. 2 July 2015 CJA eVoucher Manual for Attorneys 1 Introduction The CJA eVoucher System is a web based solution for submission monitoring and management of all Criminal Justice ACT CJA functions The eVoucher program will allow for e On line voucher completion by the attorney acting for the service provider e On line voucher review and submission by the attorney e On line submission to the court Unless the court has indicated otherwise attorneys are generally required to create and submit vouchers for their service providers The program includes the following modules Panel Management e Allows attorneys to manage their own account information including address phone firm associations and applicable CLE credits e Allows attorneys to keep track of time they will be out of the office for medical leave vacation etc Voucher amp Authorization Request Submission e Transcript authorization requests by attorneys e Upload supporting documents to vouchers or authorization requests e Reports for attorneys to take an active part in monitoring costs e Automatic e mail notification to attorney of approval or rejection of vouchers and authorization requests Browser Compatibility e Windows Internet Explorer 8 or newer are approved e Apple Macintosh Safari 5 1 or newer is approved e Chrome Firefox and other browsers may not be used with CJA Payment Requirements e Attorneys must keep their eVoucher profile current
18. AC Administrative Office of the U S Courts Office of Information Technology Attorney User Manual Release 4 2 Western District of North Carolina July 2015 CJA eVoucher Manual for Attorneys i Contents TOCUTU sieerscadieee acne Secte on acess E EEE T E actvtsr oat idedi unde sien EEEE EE 1 PEIN eS i SU aa T E E S 1 Voucher amp Authorization Request SuUbmMiSSiOn sssssessesseesrresssrrresrrrresreressrersseeresereessrtrossrerssreresereessrereseeeresrereserersseere 1 BONS OAD y e E E ssauedan Gatanaeta saan eceiianaasenimncsuaseenseadeencseeentole 1 PV Mai REGUE S e E E E E E A N E E EAE 1 EOU N UDO ea E 1 COT APPONERE E E E E E ER 2 Accessime the CGA eVoucher ProgTa 4 eee ere eer eae eee Rm erin AA 2 Login ANd Password Information cssescccosssccsonssscncnseveccoususcucuecscncussscseousueeseuessencussscneousuessoussseucussseneusssestonssesuenesseneues 2 RECOVEN INE LORIN Ol PASS WON O eironi nro EEEE E EENE 2 ONS a E E EE E E E E aya E AA E E E E E E E O E 3 Navigating in the CJA eVoucher Program csscccccssseccccesececceseccecssececaueceesenecceseusecesseseceseuneceseuseceeseusecessuecessunecessenes 4 umne NE Home PIE rae oes cess osacsiev asaieoea siessieeeaiees douuainncstes cach oad sieec asueabeneemenonisen 5 PO TNS ea E etocee nse cate su dasenio se euecney ssaniaions E A endo ssn vena desu ecuaaeressesasetgseasie ss gencnoesesecsionnrete 7 Changing My CJA eVoucher PaSSWOLMKG cccccssseccccessccccs
19. IC Justin Vang 1 ChAez1 gt Submitted ta Attorney vets 6 BEFBOLS Claimed Amount 0 00 A Iniesta g 04190000110 Bed 06 16 2055 Interpreter Translator oil s CE 0005 0 CCM Jose Honoro Fores Almaz CM 21 Submitted to Attonn Seat Oey tak LS Claimed Amount 7 000 00 loe Expert fF 0419 0000104 y ing ae eS Investigator PIMA Pa pets HT CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 36 Signing and Submitting Voucher to Court cont d Navigate to the Confirmation tab Verify all information is correct Atego Me ngaa pay enter ad be talade O fe reel ora evel Certify the information is correct by checking the box This will automatically time stamp the voucher Ste g j Click Approve The voucher will now appear in the My Service Provider section with the status of Submitted to Court Note e Final Payment is requested after all services have been completed e After Final Payment number has been submitted a Supplemental Payment may be requested due to a missed or forgotten receipt CJA 24 Voucher Process Overview Court appointed counsel seeking authorization for payment of a transcript must first submit an Auth 24 in the CJA eVoucher system Below is an overview of the CJA 24 workflow Attorney Auth 24 COUNTANT Court reporter creates an audited by Auth 24 approved or een ey completes Auth 24 ENE rejected by Court transcript amp enters billing info
20. and up to date e Appointed panel attorneys must provide their Social Security Number in their user profile Providing a Tax Identification Number alone will not guarantee payment e Attorneys that only act as associates do not provide your Social Security Number is the SSN field e Experts that are self employed service providers must provide a Social Security number in their user profile e Experts that are company employed do not enter your Social Security Number e When motioning the court to employ expert services Attorney s must provide the service provider s email address Their email address is required to guarantee payment eVoucher Support Call 704 374 0820 or email evoucher ncwd uscourts gov CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 2 Court Appointment When an appointment is made an email will automatically be generated by the program and sent to the appointed attorney The email will confirm the appointment and provide a link to the CJA eVoucher program Accessing the CJA eVoucher Program Attorneys will be provided the necessary information on how to access eVoucher It is suggested that you bookmark it for easier access Login and Password Information Your CJA eVoucher Username will be the same as your CM ECF username However passwords will be set and maintained by the attorney To log in enter your Username and Password and click CJA eVoucher Electronic Voucher Mana
21. anoeodpaanesaehunvbsavdeaensevaienoadiedilesaee 25 JAZO Quick REVIEW PINE ein S 28 Reports and Case WAN ASSMIE I evcncnssasnccsnedvonehsesuceesndeniesatnneeustbodrnsiedininesmenoagseesontwsstenddasnddoeusvaernissunibadansseeavwrsdinaeenaneoetxs 29 CIA Voucher Process OC CW corine n A saunbnesataabucdsdasonadiuan bnedwatunanaetab sade conacucocenaduencssanatecbsicteenbnec 31 creanme the GAZI QU COT soan A oad dent aennnee cased send r 32 Entering EXPErtSErVICES cota wteatosarycns corattomacnus auiceadnuthiwuatinsiauciaasrauwounaaaoeay 0a ev E E E 32 BA CET IG EXC i ES SCS ens ca cava ieneaanetea davai dxunonsn acta cien TE E S 33 ET Fe CVI SCANS e E 34 SUD OF CINE DOCUMENTS sorria E E 34 Signing and Submitting Voucher to COUPE sacescideecceccetiacsnassaaceceernessuabssaceseabdecesalsantecatunessxelssocasansdersabeetsiabeeasieessacneeeen 35 CJA 24 Voucher Process OVErViICW ccscccccsssccccessecccsenececcuecceseusececsusecessueceseuneceeseusececaunecessunscesseueeessunecessunecetsegeceesegeeeetas 36 Creating an Authorization for Transcripts AUTH 24 ccccccccssseccccceessecccceeeesecccceeeeecessseeeeeeeseseeeseceeesaeeeeeeseugneeeetegs 37 Creatine te Ol 212 411 00 U ol 1 geen nn en ent nr rae ne enn eC Se an ee eee 39 Confirming Receipt of Transcript and Approving the VOUCHELS ccscccccsssccccesececcesecceceesececeuseceseeneceeseusecessenecessenes 39 PU ne OUST Ss cas cise ee cess hae eaie E E E 40 CJA eVoucher Version 4
22. e a Reports section on the left side of the screen Click on the report entitled Form CJA and this will give you a copy of the form as well as your detailed time and expense entries You can choose to print the report or save it as a pdf Reports Defendant Detail Budget Report Detail budget info for defendant Defendant Summary Budget Report Totals only of budget info for defendant Form CJA20 Qa Reports Defendant Summary Budget Report Totals only of budget info for defendant Defendant Detail Budget Report Detail budget info for defendant Form CIA21 Qa Reports Form CJA 24 a Defendant Detail Budget Report Detail budget info for defendant Defendant Summary Budget Report Totals only of budget info for defendant CJA eVoucher Version 4 2 July 2015
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24. fter information is saved you ll be able to upload related PDF documents CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 15 Continuing Legal Education cont d Click Browse to upload and attach a PDF document Click SAVE Credi Sentenang re Date 05715 2014 4 oo Hours Desonphion All entries will be appear in the grid and can be accessed edited or deleted by selecting the entry and choosing an action button Eo co os Pose Daf 2 1 items CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 16 Appointment s List Locate the Appointments section under the Appointment s List on your home page This is a quick reference to all your appointments Click the case number hyperlink to open the Appointment page Appointment Create New Voucher Expert CJA 21 Statement for a Compercaton Cam mn Excess of the Statutory Cese Compersston Mannu Dstt Cout Defendaet TRAVEL Create L1G DBRS AA t y Saberitted to Court Authari ter paver of ind S VLR a y AUTH INTERIM PAYMENT 3 A ao Defendent Octal Aadort Report Dets budget nfo for deferxtant Defercten Summary Majos Report Totals ordy of budget nfo fr defendant All vouchers associated with CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 17 Appointment List cont d Appoint
25. gement System USER LOGIN Release Western District of North Carolina Production 4 2 1 Existing user Please log in Username Password Forgot your login Recovering Login or Password If you forget your username or password click the Forgot your login Taek T VOE EE AA SE VS OEE Hyperlink Enter your Username or Email address and click Recover Logon to retrieve your information username andor me Note Users that enter the incorrect password three times will be locked out of their account The Recover Login and Password link will not unlock the account To have your account unlocked contact the CJA eVoucher help desk at http fdwnc org evouchers Users will be required to change their passwords within 30 days of the first time they log in to eVoucher and they will be required to change their passwords periodically Passwords must be at least eight characters in length and contain e One lower case character e One upper case character e One number e One special character CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 3 Home Page Your home page provides access to all of your appointments and vouchers Security has been put into place that prohibits you from viewing information for any other attorney Likewise no one else will have access to your information l s sae m n ee ee TRS As Bea iag re
26. ically be time br swear and affirm the truth or comectness of the above statements stamped Date 6 19 2014 9 78 36 Click Submit rt Ceres next gt tast Save A confirmation screen will appear indicating the action was successful and the Authorization Request has been submitted Step Click Home Page to return to the home page Success Click Appointment Page if you wish to eae continue working with this appointment eee yee 0101 0000148 The Auth 24 will now appear in the My Submitted Documents section on the Attorney home page CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 39 Creating the CJA 24 Voucher After submission and court approval of Auth 24 the court staff will create the CJA 24 voucher Notification will be sent to the court reporter No further steps need to be taken until the court reporter completes the transcript and enters the billing information Confirming Receipt of Transcript and Approving the Voucher When the CJA 24 voucher is ready for your approval you will receive an email notification Without delay confirm receipt of the requested transcript by logging into the CJA eVoucher program and approving the CJA 24 voucher The voucher will appear under your My Active Documents section with a status of Submitted to Attorney gt From your My Active Documents section click on the referenced voucher To group by a particular Heade
27. leage rate Enter a description Click Add Expenses Date aa Expense Type Travel Miles Amount Required Fields gt Basic Info gt Services Expenses Expenses pate 2 Expense Type Miles Travel Miles Amount Travel Misc Required Fields Fax Long Distance Charges 7 Photocopies Postage Other Expenses Cort Ce Prevos net gt C gt Claim Status Documents Confirmation Miles at 0 5600 per mile Description Travel to and from Court The entry will be added to the voucher and will appear at the bottom of the Expense Type section Expenses Click SAVE Expense Type Amount Required Fields Expense Type Date Date 6 12 2014 a Miles __ at 0 5600 per mile Sr el Crd Travel Miles 06 12 20 Travel to and from Court 1 Page 1 of 1 1 items First Ce Previous West gt Last gt Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work e f Photocopies or fax expenses are chosen indicate the number of pages and the rate charged per page e Remember to click ADD after each entry e Double click an entry to edit CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 23 Entering Claim Status Once you begin entering data on the Services and or Expenses tab you may receive what looks like an error message _
28. ment Pp IU View Representation The View Representation information will display Default excess fee limit Presiding judge Magistrate judge Co counsel Previous counsel Linas Helo Representation Representation Info 4 DIST DAT DEF NUMBER 1 14 CR 08805 1 AA aaao Daana aaa 9 800 00 bert Albertson Order Type Order Apponting Counsel 03 03 14 Appointing Counsel 12 21 10 CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 18 CJA 20 Voucher Process Overview Voucher audited by FDO Court approves Attorney creates CJA 20 FDO creates l Court Appointed enters services amp expenses appointment Counsel and submits voucher to court Voucher approved Voucher or rejected by processed for Court payment Creating the CJA 20 Voucher The Court creates the appointment The attorney will receive an email notification which at that time the attorney can initiate the CJA 20 voucher Note The CJA 30 voucher function is primarily the same From the Appointment page click Create CJA 20 La Appointment of and Authority to Pay from the CJA 20 Voucher template Court Appointed Counsel The voucher opens to the Basic Info page which displays the information in the paper voucher format gt Confirmation 1 CIRDIST DIV CODE 2 PERSON REPRESENTED JOUCHER NUMBER 0101 ebediah Branson 3 MAG DKT DEF NUMBER 4 DIST DKT DEF NUMBER 5 APPEALS DKT DEF NUMBER
29. n to exit the Password reset login Info section CM ECF uae CM ECF Password CM JECF Access 6 NOT validated CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 9 Linking CM ECF Login for Read Only Connection CJA eVoucher has the option of a read only connection with the District s CM ECF To link your CM ECF account to the CJA eVoucher program enter your CM ECF Username Password and select validate This will allow for synchronization between CJA eVoucher and CM ECF Home Operations Reports CMECF Links Help logout gt Help gt My Profile Login Info Username e o change Your Login information password confrm o ooo o omeo userame mec Pasmo CM ECF Access is NOT validated Once you ve logged in the validation message will show CM ECF Access is linked Login Info Username Catagione Your Login information Password reset CME Cunningham Username CM ECF Access is linked CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 10 Attorney Info Under the Attorney Info section click the Attorney Info Edit button to access four info your personal information TT 3 rsona Make any necessary changes Attorney Info sonal info or Click SAVE SSN Instructions If you are an appointed panel attorney you are required to enter your Social Securty Number in the SSN field If yo
30. neys are encouraged to monitor the status of funds attorney hours as well as expert services by reviewing the reports provided in the CJA eVoucher program Items to remember e Viewable reports appear on the left review panel e Each panel depending upon which document you are viewing can have different reports available e Each report can have a short description of the information received when viewing that report e The two main reports are the Defendant Detail Budget Report and the Defendant Summary Budget Report e Form CJA20 will open the voucher which will allow you to print or save the form Other accessible reports can be found on the Menu bar Home Operations Reports CMECF Links Help gt Reports Internal Appointment Report Attorney Time Report Reports Defendant Detail Budget Report Detail budget info for defendant Form CJA20 Defendant Summary Budget Report Totals only of budget info for defendant logout CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 30 Defendant Detailed Budget Report This report will reflect the total amount authorized for this representation any excess payment allowed the vouchers submitted against those authorizations and the remaining balances The report will provide the information in two sections Attorney appointment and authorized expert service Budget Detail Report For Defendant 1 14 CR 08805 1 AA Type
31. oc ECF in Court Services A a Arraignment and or Plea Hours b Bail and Detention Hearing Required Feds Enter hours of service in tenths of an hour Services _ Date anyo Za i Service Type a Arraignment andor Plea T a arraignment of Defendant were Pages Hl Click Add CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 21 Entering Services cont d The entry will be added to the voucher and appear at the bottom of the Service Type section Services osie Service Type peer J Pope CALL Bret EAN bed rege ert of raet Step Click the Date header This will sort services according to date which will allow to confirm you ve entered all service dates Click SAVE Entering Expenses Click the Expenses tab or click the Next option located on the Progress bar gt Basic Info Services Expenses Claim Status Documents Expenses pate enzz S Expense Tye x Miles at 0 5600 per mile Amount Required Fields _ First_ lt Previous next gt _tast gt CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 22 Entering Expenses cont d Select the Date Enter the Expense Type from the Expense Type drop down menu If Travel Miles is chosen enter the round trip mileage The eVoucher system automatically calculates the current mi
32. oucher Manual for Attorneys 35 Signing and Submitting Voucher to Court To submit the voucher to the court click on the Confirmation tab A confirmation page will appear Verify all information is correct Alfentor The notes you enter mal be mvalsbie to tu nent aporoval level piata E5 Check the box to swear and affirm the anne of the e Lawe and affirm the truth or cometes of the above statements voucher This will automatically Date G 1Q R014 9 28 35 time stamp the voucher Cora ra Cnew gt M see Click Submit A confirmation screen will appear indicating the action was successful Click Home Page to return to the home page Click Appointment Success Your voucher has been submitted for payment You vill ret a noSficaten i we need more dela Page if you wish to continue working with this appointment Please keep the fllowing voucher number for your gen records 0101 0000154 Note Since you are submitting the voucher on behalf of the expert you ll need to approve the voucher twice Once while submitting it for the expert and a second time after it appears in the My Active Documents section Both approvals are required for payment The voucher will appear in the My Active Documents section with the status of Submitted to Attorney Select the voucher To group by a particular Header drag the column to this area Search Case Defendant Type F15 CR 00012 R
33. oved 0 00 i Pees ies For Voucher Number Fees Expenses Total Fees Expenses Total After After Approved Approved Travel Other Travel Other And Pending Vendor Abraham Astley Interpreter Translator i Approved Amount 800 00 Attorney Andrew Anders 01 20 2000 To 05 26 2010 0101 0000030 215 00 0 00 0 00 215 00 0 00 0 00 0 00 0 00 800 00 585 00 il Total Pending 215 00 Total Approved 0 00 NOTE The Grand Totals include Counsel CJA20 or CJA30 vouchers as well Fees Expenses Total Fees Expenses Total Approved and Pending as vouchers for Expert or Services on CJA21 or CJA31 i oe They represent the total submitted Travel Other Travel Other Fees Fees and expenditures for this Expenses 1 300 50 33 60 15 00 1 349 10 3 100 00 428 74 12 50 3 541 24 4 400 50 4 890 34 CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 31 Defendant Summary Report This report contains the same information as the Detailed Report without the individual voucher data Budget Summary Report For Defendant 1 14 CR 08805 1 AA Type of Representation Criminal Case Document Document Number Amount Claimed Amount Adjusted CJA 26 0101 0000029 35 000 00 35 000 00 SS ee ae e Total 35 000 00 35 000 00 Budget Amount Approved 9 800 00 Time Period Voucher For Voucher Number Travel Other Travel Other And Pending Total Pending 1 119
34. r drag the column to this area Beanie Case Defendant Type Status 3 15 CR 00012 RIC Jose Honorio Flores Almazo 1 CJA 24 Submitted to Attorney Start 06 16 2015 Claimed Amount 39 00 E Reportera fr 0419 0000110 et End 06 16 2015 Click on the Confirmation tab and verify all information is correct Atendo Me ngar pay emter od Oe av alate Te eel Ore evel Certify the information is correct by checking the box This will aay Tae SUR EER automatically time stamp the voucher HOON Approve Reject Date 6 19 2014 94324 ii j a feet lt P Meet gt Cims seve ETEM Men Click Approve A confirmation screen will appear indicating the action was successful and the voucher has been approved Success You have succesfully approved this document Click Home Page to return to the home page Click i Appointment Page if you wish to continue working with Bn n a ene this appointment 0419 0000110 Back to Home Fage Appointment Page Note Once the court reporter fills out the required CJA 24 expense information and submits the form it is important to remember the attorney must approve it and submit it back to the Court Failure to do so will delay payment CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 40 Printing Vouchers If you should need to print the voucher and time and expense entries open the voucher From any tab within a voucher there will b
35. t The item will appear in the bottom of the Expense Type section Click SAVE Gam J teen e Lor _ Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work CJA eVoucher Version 4 2 July 2015 Entering Claim Status Click the Claim Status tab or click the Next option located on the Progress bar Enter the Start and End Date making sure to select the earliest date of services and expenses as the Start Date Select an option under the Payment Claims section Click SAVE Note Claim Status CJA eVoucher Manual for Attorneys 34 Expenses P gt Claim Status Documents Confirmation se Interim Payment allows for payment in segments but interim payment must be approved by the court in advance If using this type of payment indicate the number of this requested payment Supporting Documents Click the Documents tab or click the Next option located on the Progress bar Browse to select a PDF file to attach Click Upload The document will appear in the bottom of the Description section Note All documents must be submitted in PDF format and must be 10 MB or less Click SAVE Supporting Documents Claim States b Documents Canirmathion Fie Upload Only Pdf files of LOMB size or bess Fig Grows Ca eee oe Cee Ca CJA eVoucher Version 4 2 July 2015 CJA eV
36. tion entered before any payments can be made e The SSN EIN is used when reporting income to the IRS e You may use the Copy Address from Profile checkbox if your billing address is the same as your Attorney Info address Make any necessary changes and click SAVE Billing Info Billing Type List all available billing info records Self Employed Firm Associate Copy Address from Profile Name Po Phone Fax Address 1 110 Main Street Address 2 Address 3 State Zip Code City Country UNITED STATES Vv CJA eVoucher Version 4 2 July 2015 If applicable add Billing Info for a Firm or an Associate Biling Info Billing Type List all available billing info records O Self Employed Firm Associate Tax Identification Number EIN TIN Confirm Copy Address from Profile Name Po OS Address 1 Address 2 EE Address 3 State CJA eVoucher Manual for Attorneys 12 Billing Info cont d Zip Code Country UNITED STATES Vv Notes e Attorneys with a pre existing agreements must enter the firm s EIN and name required e Associates do not need to enter a Social Security Number but they will need to enter the Billing Code of the attorney to be paid Biling Info Billing Type List all available billing info records Self Employed Firm Associate Biling Code 0101 000001 Andrew Anders Biling Code 0101
37. u are an associate only do not enter your Social Security Number in the SSN field Notes e ach attorney except Associates must enter his her Social Security Number into the user profile e The Country field will automatically populate USA unless otherwise entered e You may list as many as three Email addresses Notifications from eVoucher will be sent to all Email addresses Bar Number 12345 Edit Your Name Andrew Anders Your Contact Info Phone 210 833 5623 Cell Phone 702 555 1212 Fax deadmai support aotx uscourts gov deadmail support aotx uscourts gov deadmai support aotx uscourts gov Your Address 110 Main Street San Antonio TX 78210 Bar Number Tax Identification Number SSN 888 44 6666 Confirm 888 44 6666 First Name Middle Last Name i Main Emai deadmail support aotx uscourts gov 2nd Email 3rd E mail Phone Cell Phone Fax Address 1 City Address 2 State Zip 78210 Address 3 Country UNITED STATES kd CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 11 Billing Info Under the Billing Info s Your default biling info is section click Add if no Andrew Anders billing information is st aii aValiaDie Biling Code 0101 000001 available 110 Main Street San Antonio TX 78210 US Phone 210 833 5623 Fax Click Edit if you wish to change the information already entered Notes e You must have billing informa
38. vices Expenses gt Claim Status Documents Confirmation Attorney Enters E gt Services Date i Link to CM ECF Description Voucher Doc ECF Pages i start Vate REES ee Hours gt at 126 00 per hour End Date 6 11 201 mee oe Reports Defendant Detail Budget Report Detail budget info for defendant Form CJA20 Defendant Summary Budget Report Totals only of budget info for defendant Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work CJA eVoucher Version 4 2 July 2015 CJA eVoucher Manual for Attorneys 20 Entering Services cont d Enter the date of the service The default date is always the current date You may type in the date or click the calendar icon to select a date from the pop up calendar Select Service Type from the drop down menu Notes e You may add dates in any order e You can sort in chronological order at any time Notes e You may add time in any order e Double click an entry to edit c Motion a Service Type e Sentencing Hearings Services Date H 4 Description Service Type June 2014 Doc ECF Su Mo Tu We Th Fr Sa 3 7 i o E 2 i 14 gt Required Fields 19 20 21 26 15 16 17 8 22 24 220 29 l 2 Services Date CI Descrpton r Service Type l D
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