Attorney Training Manual - office of the federal public defender sdil
Contents
1. Your Login information Login Info Username Anders change _ CM ECF Access is NOT validated CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 10 Attorney Info Attorney Info Your personal info Bar Number 12345 Your Name Andrew Anders Under the Attorney Info section click the Edit button to access your personal information Attorney Info Your personal i Make any necessary changes Click Save Note Your Contact Info Phone 210 833 5623 Cell Phone 702 555 1212 Fax deadmail support aotx uscourts gov deadmail support aotx uscourts gov deadmail support aotx uscourts gov Your Address 110 Main Street San Antonio TX 78210 USA Bar Number 112345 x First Name Middle Last Name heen E es o Main Email deadmail support aotx uscourts gov 2nd Email deadmail support aotx uscourts gov 3rd Email deadmail support aotx uscourts gov Phone Cell Phone Fax 210 833 5623 702 555 1212 BEEE Ny Address 1 City 110 Man Sreet Address 2 State Zip b Address 3 2 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 CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 11 Billing Info2. Home Operations Reports CMECF Links Help logout Representation Representation Info wc YOU ik 8 4 DIST DKT DEF NUMBER 1 14 CR 08805 1 AA 15 1825 F INSPECTION VIOLATION PENALTIES PRESIDING JUDGE 03 03 14 deadmail support aotx uscourts gov 12 21 10 deadmail support aotx uscourts gov Click Home on the Menu bar at the top of the page CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 17 CJA 20 Voucher Process Overview Attorney enters Voucher review TT time expenses Voucher audited and approval S and submits by Court CJA Unit or rejection by processed for payment by Court voucher Court Creating the CJA 20 Voucher The Court creates the appointment The attorney will initiate the CJA 20 voucher Note All voucher types and documents function primarily the same From the Appointment page click Create from the CJA 20 Voucher template The voucher opens to the Basic Info page which displays the information in the paper voucher format A CJA 20 Link to CM ECF Voucher ct Sta ALE LILU o Services 0 00 Expenses 0 00 ad Reports Defendant Detail Budget Report Detail budget info for defendant Form CJA20 Defendant Summary Budget Report Totals only of budget info for defendant Payment Info Preferred Payee Andrew Anders Y Andrew Anders CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division
3. e Adda time period in which you will be out of office Holding Period Contact the Panel Administrator to confirm e 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 Home Operations Reports CMECF Links Help loaout Contact Us Welcome Andrew Anders Attorney Privacy Welcome Andrew Anders My Appointments View Search Existing Appointments Search ATTORNEY a _________ me C MECF mks tafe gout gt Help gt My Profile W kome Andrew Anders Attorney Login Info UserName Anders as taah oe CM ECF Access is NOT validated orney Bar Number 12345 Att _ Your Name Andrew Anders our Der Sores FTC Your Contact Info Phone 210 833 5623 Cell Phone 702 555 1212 Fax deadmail Gsupport aotx uscourts gov Your Address 110 Man Street San Antonio TX 78210 USA Billing Your default billing info is TAAS S Andrew Anders ming NTO recorgs SSN IN 6789 123 Legal Blvd South AnyTown DC 12345 USA Phone 888 555 4000 Fax 888 555 4001 Holding Period There is 1 period of time during which case cannot be taken CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 8 Changing My Profile Username and Password gt Help gt My Profile Welcome Andrew Anders Attorney f Under the Login Info section click Login Info U
4. Authorization Request V Dacemests _ gt Confirmation the Progress bar Supporting Documents File Upload Only Pdf files of 10MB size or less Browse to select a PDF TF fife to attach Description Browse Upload Note All documents must be submitted in PDF format and must be 10 MB or less ocres Ce Prevous Ree Cas Click Upload The document will appear in the bottom of the Description section Click Save The Confirmation tab will appear Attention The notes you enter wil be available to the next approval level Verify all information is pubic Attomey Notes correct Check the affirmation box D I swear and affirm the truth or correctness of the above statements This will automatically Date 6 19 2014 9 28 36 time stamp the voucher r afiat lt Previous Previous net gt gt i Cit save Delete Draft Draft ts Click Submit A confirmation screen will appear indicating the previous action was successful and the voucher has been submitted Click Home Page to return to the home Success page Click Appointment Page if you Your voucher has been submitted for payment You will receive a notification if we need more details wish to create additional document for pieiet beas th fiwa veache ninia Bor ya owarecerdet this appointment 0101 0000162 Back to Home Page Appointme
5. Billing Info Your default billing info is g Andrew Anders List all available billing info records SSN EIN 6789 Under the Billing peo South Info section click 12345 USA Add if no billing Phone 888 555 4000 Fax 888 555 4001 information is available Click Edit if you wish to change the information already entered Note e You must have billing information 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 a Info Name SSN EIN tall available billing in fo records once LJ Copy Address from Profile Phone Fax 888 555 4000 888 555 4001 Make any Address 1 necessary 123 Legal Blvd South changes and Address 2 click Save Address 3 ee oe CT USA CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 12 Holding Period Holding periods can be used for medical leave vacation etc During this time you will not be given a new assignment Under the Holding Period section click View Holding Period No info has been stored Please click VIEW to type your info Click Add Holding Period Enter the Starting and Ending Date along with Notes uote tere Starting Date Ending Date foro E os oy2018 Notes V
6. July 2014 CJA eVouchers for Attorneys 18 Creating the CJA 20 Voucher cont d gt Confirmation Ge evo Tren gt Ties oaeee 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 CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 19 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 Remember to select the claim status tab amp set the date that the appointment began including setting the correct year if applicable Click the Services tab or click the Note Next option located on the There is NOT AN AUTOSAVE function on Progress bar this program You must click SAVE periodically in order to save your work x CJA 20 p Basic Info P Services Expenses Claim Status gt Documents Confirmation T ALLL ie Services Description Voucher Doc ECF Pages a i Si Uae 2 A Hours ss at 126 00 per hour Reports Defendant Detail Budget Report Detail budget info for defendant Form CJA20 Totals only of budget info for defendant Enter the date of the service The default date is
7. Link to CM ECF 4 DIST DKT DEF NUMBER 5 APPEALS DKT DEF NUMBER 6 OTHER DKT DEF NUMBER 1 14 CR 08802 2 AA Voucher y 9 TYPE PERSON REPRESENTED 10 REPRESENTATION TYPE Start Dati 7 Wi 3 3 Adult Defendant riminal Case End Date Authorization Selection You can select a Previous Authorization Request request a New Authorization or click the No Authorization Required button if under the statutory limit Totals only of budget info for defendant Defendant Detail Budget Report Detail budget info for defendant Form CJA21 When submitting a CJA 21 voucher you ll have two options to choose from under the Authorization Selection If the request does not require advance authorization S800 or less click on the No Authorization Required option No Authorization Required If your voucher compensation is under the statutory limit and does not require prior authorization Use Previous Authorization If you have a previous authorization received through an order from the Court click on the Use Previous Authorization option Select this option to display a list of previous authorizations and requests in this appointment CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 34 Creating a CJA 21 Voucher cont d If you click Use Previous Authorization a list of Existing Requests for Authorization will appear
8. Select the authorization you wish to use by clicking it The selected authorization will highlight in yellow You will not be able to continue until it is highlighted Existing Requests for Authorization ID Number 155 Service Type Weapons Firearms Order Date 05 27 2014 Explosive Expert Authorized Amount 0 Estimated Amount 1000 Requested Provider Robert Arms New Voucher Information The service type will rollover from the Service Type 3 Y authorization selected If no authorization is being used use the drop down box to select the service type Enter a description of th ice to b Nea RE 4 y n w ae IOn O e service to pe This i AEN a for filing the chin part provided Service Provider You can search one of the service providers already in the system d OR you can enter the required information for another provider Expert E v Expert Info Gina Gabriel 110 Main Street San Antonio TX 78210 USA Phone 210 593 3340 Description Create Voucher Select the Expert If the Expert you selected is not authorized Voucher Assignment to use eVoucher the Voucher Assignment This indicates who will be responsible for filing the voucher claim part field will remain locked indicating the Attorney will be responsible for filling the voucher claim part If the Expert you selected is authorized to use eVoucher the Voucher Assignment field will unlock for you indicating the Expert will be
9. CJA eVouchers for Attorneys 47 Creating a CJA 24 Voucher cont d Select the authorization you wish to use by clicking Authorization Selection it this will highlight it in yellow You will not be ecient ba i able to move forward until it is highlighted ID Number 26 Service Type Court Reporter auarized Amount 0 Estimated Amount 0 Select the Voucher Assignment radio button ID Number 148 indicating if you will be entering the puthoried Anas O information for the transcriptionist or if the transcriptionist will do the expense entries Note You must select whether you the attorney or the court reporter will be filling the voucher claim portion gt Click the Expert drop down and select the transcriptionist New Voucher Information Description New Voucher Information Voucher Assignment 2 j Description This indicates who mil be responsible for filing the voucher dam part l paeas PEPER Voucher Assignment Attorney Expert sia een This indicates who will be responsible for filing the voucher daim part Service Provider Epea air OF Oe y D FE i lare ny Seo Court Report Transcriber Status SSS SESE wate ent een or Offical _ Contract O Transcriber D Other Expert SS Service Provider Fut iames Mide tema tanama You can search one of the service providers already in the system OR you can enter the required information for another provider SSN
10. Claim Status tab or click ae GY My eS oe E eee AY ogee eer es the Next option located on the Progress bar Claim Status Start Date 06 12 2014 aa EndDate 6 19 2014 SA Enter the Start and End Date making sure to select the earliest date of services and expenses as the Start Date Required Fields Select an option under the Payment Claims section Click Save Note e Final Payment is requested after all services have been completed e Interim Payment allows for payment in segments but each Court s practice may differ If using this type of payment indicate the number of this request payment USDC SDIL A Court Order is required e After Final Payment number has been submitted Supplemental Payment may be requested due to a missed or forgotten receipt Click the Documents tab or click Basic Info Servicas Expenses Claim Status T EAEN E R the Next option located on the Progress bar Supporting Documents File Upload Only Pdf files of 10MB size or less Browse to select a PDF file to Fie Browse attach Description Click Upload invoice a Expert _ p Note All documents must be submitted in PDF format and must be 10 MB or less Eae aaaea Ll The document will appear in the bottom of the Description section Click Save CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 39 Cre
11. action button Gea Laal Education Search o Page 1 of 1 1 items CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 15 Appointment s List Locate the Appointments section under the Appointment s List on your home page i sg D a m FA i L L gt A Case 1 14 CR TEE s5 eye pan pp ye ara aema REC a0 TYDE Ur na Vas gt 5 ee lt Pan f fje Click the case number hyperlink to open the Appointment page gt she n A repens ets Bo A S e S aL Se aes here ti 13 03 14 Case 1 14 CR 08305 AA Defendant 1 Case Title USA v Branson Attorney Andrew Anders Home Operations Reports CMECF Links Help logout Appointment Appointment Info ee ee 0101 ebediah Branson IN CASE MA iminal Case 1 14 CR 08805 1 AA DIV CODE NUMBER 7 TTER OF Case Name 8 PAYMENT CATEGORY 9 TYPE PERSON REPRESENTED 10 REPRESENTATION TYPE A v Branson of alleged felon Adult Defendant mminal 5 1825 F INSPECTION VIOLATION PENALTIES 12 ATTORNEY S NAME AND MAILING ADDRESS Create New Voucher Andrew Anders Bar Number 12345 AUTH Authorization for Expert and other Services CIJA 21 Create Authorization and Voucher for Expert and other Services Vouchers on File To group by a particular Header drag the column to this area Defendant Jebediah Branson 1 Claime
12. always the current Services date You may type in the date or Date click the calendar icon to select a Service Type June 2014 date from the pop up calendar Doc ECF Ss Mo Tu We Th 1 2 3 4 5 6 7 8 97 10 Zi oS o 34 Ite IOL LA VIR RIS wey 2s a2 2 2 30 6 CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 20 Services cont d Select Service Type z Pa Services from the drop down menu Date i Description ia Service Type Doc ECF In Court Services a Arraignment and or Plea Note bens You may add dates in any order You Breia can sort in chronological order at any time b Bail and Detention Hearing c Motion d Trial Service Type e Sentencing Hearings Sl Enter hours of service in tenths Services Date 6 11 2014 gt of an hour Service Type a Arraignment and or Plea vis Doc ecr Pages Hors osle at 126 00per hour Remove Enter a CE description Note Click ADD e You may add time in any order e Double click an entry to edit The entry will be added to the voucher and appear at the bottom of the Service Type section Services Date n2014 SA Description Doc ECF Pages Ld Hours gt at 126 00 per hour Add Remove Required Fields Service Type a Arraignment and or Plea 06 11 2014 First appearance and arraignment of Defenda
13. attach Click Upload Note All documents must be submitted in PDF format and must be 10 MB or less Basic Info gt Documents Confirmation Supporting Documents File Upload Only Pdf files of 10MB size or less Description Delete View Documentation Delete The Document will appear in the bottom of the Description section Click Save A confirmation page will appear Verify all information is correct Check the affirmation box Click Submit Attention The notes you enter willbe avaiable to the next approval level Public Attorney Notes iv I swear and affirm the truth or correctness of the above statements Date 6 19 2014 9 28 36 ks Trest 7 lt Previous Previous i Next gt Cs Ti seve Delete Draft Delete Draft A confirmation screen will appear indicating the previous action was successful and the Authorization Request has been submitted SK Click Home Page to return to the home page Click Appointment Page if you wish to create additional document for this appointment ss 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 0000148 Back to Home Page Appointment Page The Auth 24 will now appear in the My Submitted Documents section on the Attorney h
14. information that you have entered is correct If you need assistance contact the Panel Administrator From the Expert drop down list select the empty null value Voucher Assignment should be on the Attorney option Fill in all required information on the person you wish to submit for approval Click Create Voucher Note e The person you submitted will go through an approval process Once that person has been approved an email will be sent to you e You ll now be able to select the person from the Expert drop down list and all their information will automatically populate Existing Requests for Authorization ID Number 155 Order Date 05 27 2014 Authorized Amount 0 New Voucher Information Service Type Veapons Fires plosiv v Description Voucher Assignment This indicates who will be responsible for filing the voucher daim part Service Provider You can search one of the service providers already in the system OR you can enter the required information for another provider First Name Middle Name Last Name SSN EIN Email Phone Address 1 Address 2 Address 3 CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 37 Creating a CJA 21 Voucher cont d After Create Voucher has been selected you ll proceed with similar steps mentioned on the CJA 20 Voucher adding Services Expenses Claim Stat
15. responsible for filling in the voucher claim part Voucher Assignment Attorney Expert This indicates who will be responsible for filing the voucher daim part Note Only experts registered with the service type selected will appear in the drop down box If you wish to submit a person for approval steps on how to add an Expert are on page36 CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 35 Creating a CJA 21 Voucher cont d Click Create Voucher Notes e lf all information is not entered you cannot advance to the next screen e f the Expert you selected is authorized to use eVoucher you are done at this point and you may click Home or logout e f the Expert you selected is not authorized to use eVoucher you will file the voucher on behalf of the expert The voucher will appear in the My Active Documents section as submitted to attorney You will perform the second level of approval submission by clicking on the voucher navigating to the Confirmation page and approving the voucher The voucher will then move to the My Submitted Documents section Outlined steps are on pages 36 39 CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 Creating a CJA 21 Voucher cont d CJA eVouchers for Attorneys 36 If you wish to submit a person as an Expert follow steps 3 through 5 on page 34 Before you select submit please verify the
16. 2 2014 0101 0000150 83 00 11 20 15 00 89 20 0 00 0 00 0 00 50 00 8 700 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 8 700 00 5 629 00 Total Pending 1 119 60 Total Approved 3 541 24 6 700 00 5 629 00 For Voucher Number Fees Expenses Total Fees Expenses Total After After Approved Approved Travel Other Travel Other And Pending 05 15 2014 To 05 15 2014 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 800 00 800 00 Total Pending 0 00 Total Approved 0 00 Time Period Voucher For Voucher Number Vendor Abraham Astley interpreter Translator Approved Amount 800 00 Attorney AMIN Anders 01 20 2009 To 05 28 2010 0101 0000030 215 00 0 00 0 00 215 00 0 00 0 00 0 00 0 00 800 00 585 00 Total Pending 215 00 Total Approved 0 00 CJA20 or CJA30 vouchers as we Fees Expenses Total Fees Expenses Total Approved and Pending as vouchers for Expert or Services on CJA21 or CJA31 They represent submitted Travel Other Travel Other Fees Fees and 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 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 32 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 Crimina
17. 4 CJA eVouchers for Attorneys 41 Submitting an Authorization Request for Expert Services cont d Complete the information in the blue section at the Pp bottom of the screen This to include e Estimated Amount e Basis for Estimate e Service Type from drop down e Name of Service Provider Order Date Nunc Pro Tunc Date Repayment E Estimated Amount 8000 00 Authorized Amount Basis of Estimate 100 hours at 80 hour Description Service Type Requested Provider Click Save Click the Supporting Documents tab or click the Next option located on the Progress bar CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 42 Submitting an Authorization Request for Expert Services cont d gt To add the attachment click the Browse button to locate your file Note Documents are limited to PDF files and must be 10 MB or less Add a description of the attachment Click Upload The attachment and description will be uploaded and appear in the bottom of the Description section Supporting Documents File Upload Only Pdf files of 10MB size or less File Browse Descipton S Upload Description Delete View Proposed order Delete View Affidavit in Support of Expert Service Request Delete iew Expert s Curriculum Vitae Delete View f lt Previous ne gt s e CJA eVoucher Ver
18. A danasacnmineansaietesdianseaacee 12 COMUNE Legal EAU O aee E O dea anwa tnt aauteavia age saebet en ede einoianiceiaaremeatiecoetmesonaatecus 13 PNG 66 U1 A A L sen en er ne ee ee eee eee eee eee 15 VIEW RE DICS Sa OI carne sy rntecusnsrnquurancrcnnaes easveensain venacedu ray enay canteauannpeneeeyansuii sna daveanes Giicrte oul tay R 16 CJA 20 Voucher Process OvervieW cccccssssecccccaeeeeececeeeeeseeeeeeseeeeeeeeeeeaeseeeeeeeeeeeeeeeeesseeeeeeeeeseeeeeeeeeeseeeeeeeeesaaseeeeeseaaaases seeeenaas 17 Create Cine CIA 20 VOCS I irsin nine tute dno acim yoesctece tne suieinteasiinvenaaieeeiutantesagemactarensciese E A E E 17 EVV CSS peg ceases ee coca EE E EEA acca E EE E E A EAE A N code wae E E A E T 19 EPS FM SE SI E a E bance pcs N N E A dons A EE AAE E E E E E aes 21 A a e E E A E E A E E E E 24 Bele UTI SNES AAEE A T TE E E E EE T E EE E TEE EEE E TE 25 Senne Ch UDM O COU ea r E R A 26 CJA 20 Quick Review Panel ccccsssssscccccsessecccccseeeseeeecseeeseeeeeseeeeeeeeeesseeseeeeeseeeseeeeeesseeseeseesseesseeeeessaesseseesseassesseseesuausseeseeeaas 29 Repons and GaSe IV alba SOIC INL sorerenneer nainn en N EEE TEETE E EEN TEE EEEE EEEE ocean 30 Delendani Detailed Budget RE DOIG asirieni aE a a E E E EEN a E aa E 31 DETEMGANE SUMMARY REDO eors E E E E E E 32 Creating a GAZI VOU DET ane eee ee ee eee een eee ere ere 33 Submitting an Authorization Request for Expert S rviC s ccccccccssssccecessececeesececceeececeeesecesee
19. Administrative Office of the U S Courts Office of Information Technology AO CJA eVoucher Attorney User Manual Release 4 1 2 July 2014 CJA eVouchers for Attorneys Contents POON COLON Meee toe catieetanuciasatnctince cacdumentonstsentar tes E asa acneenustceaetan ceaeatane sovedaneudetogestunevnredoncsdantacedssastueeteaesdaneroecunins 1 Panel Mime OU UU ester E ccs creo deste A E AA TE bawia ebarea susan eaarigaeeeacens ee 1 Voucher amp Authorization Request SUBMISSION ssscicceavstecsncecdacsonannvscesetevactontancongesvavavatareadendectannccasate aaia anin 1 Browser COMO Ae ING os aaa retiree cada aee EEEE saduasaasetesaectacheuaetanioaatae 1 CUr AD OOM CONE sea seceanescasencec na tocteaneatsacasacsensucane au E caste oseteserotuemecarenserancans 1 PO DOSE DO OIC IIE S strcetarentnacuarrstacapassarcianetacdiiatsoucttesaadteaeanededts tessa E i e E A E E EAE 2 Accessing Me CJA eVvourner P COP Ia Wt acct sc asesnicsenen arina iS A EE EEA EE EE EEEE 2 HOME PAT E a A E E es A A O A A E E E A A E EA 3 Navigating in the CJA VOUCHER PROCLAIM sessccadessncrsteseccsteceesdhdeastecudecencddannecstennbade aa A Aaa AE 4 CUSO Ue HOME Fae up E 5 PV PONE A A E 7 Changing My Profile Username and PaSSWOMIK cccsssccccsssseccccessecccsesecccseuseecessasececseueceessuseeeessuseeeesauecessaaseeeesauueeessaseessagess 8 CE CF LOR Mecsas A E E A E A E A E E A E 9 AOO I Deea E E E EA 10 BULO I e A E E E EA E E N 11 Hodina PEro ear A E A E
20. CHARGED 15 1825 F INSPECTION VIOLATION PENALTIES 12 ATTORNEY S NAME AND MAILING ADDRESS Andrew Anders Bar Number 12345 110 Main Street F Subs for Federal Defender 7 O Appointing Counsel San Antonio TX 78210 Phone 210 833 5623 _ P Subs for Panel Attorney R Subs for Retained Attorney 14 LAW FIRM NAME AND MAILING ADDRESS Andrew Anders TIN 6789 aea AE E A SAA 123 Legal Blvd South Albert Albert ay AnyTown DC 12345 USA a Phone 888 555 4000 Fax 888 555 4001 Nunc Pro Tunc Date Repaymest YES F7 NO FOR COURT USE ONLY Other Ee aaO ravel Expenses lodging parking meals ala eleceapteeecee E sr S A 89 20 20 APPOINTMENT TERMINATION DATE IF OTHER 21 CASE DISPOSITION HAN CASE COMPLETION __ Supplemental Payment 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 23 IN COURT COMP 24 OUT OF COURT COMP 25 6 OTHER EXPENSES 27 TOTAL AMT APPR CERT 50 00 0 00 50 00 50 8 SIGNATURE OF THE PRESIDING JUDGE D 2Sa JUDGE CODE e S JS
21. E ONLY 0 00 Po IN COURT COMP 30 31 TRAVEL EXPENSES 32 OTHER EXPENSES B3 TOTAL AMT APPR CERT 50 00 50 00 0 00 PH SIGNATURE OF THE CHIEF JUDGE COURT OF APPEALS OR DELEGATE Payment approved in f cess of the statutory threshold amount Attention The notes you enter will be available to the next approval level Public Attorney Notes C I swear and affirm the truth or correctness of the above statements Date O Submit ore lt Previous Previous Next gt gt C Deete raft Draft CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 27 Signing and Submitting to Court cont d Verify the information is correct Scroll to the bottom of the screen Note You may include any information to the Court in the Public Attorney Notes section Check the box to swear and affirm to the accuracy of the voucher The voucher will automatically be time stamped Attention The notes you enter will be available to the next approval level Public Attorney Notes Notes v I swear and affirm the truth or correctness of the above statements Date 6 12 2014 16 32 35 O Submit g Fi Click Submit to send to the Court A confirmation screen will appear indicating the previous action was successful and the voucher has been submitted for payment Success Your voucher has been submitted fo
22. EIN Emai Expert Transcripts Teresa v Phone Fax Expert Info Teresa Transcripts San Antonio TX 78210 USA Phone 210 553 5692 Address 2 State Zip Address 3 Country p en Cr Previous neas Tiast _ Dete draft _ Note e f entering a new transcriptionist into the system select a blank drop down and enter all required information e Selecting atranscriptionist already in the system will automatically populate that expert s information Click the Create Voucher CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 48 Creating a CJA 24 Voucher cont d Panel Attorney Note If Expert has been selected under the Voucher Assignment the expert will fill out the required expense information and submit the form The attorney will then approve it and submit to the Court Click the Services tab or click the E hace O W Usccuaute A Next option located on the x j Progress bar Date 7 4 2014 SA Enter the Date Service Type No Pages Rate and Description Ta Delete Hem Note You ll have two options to choose from under Service Type Original or Copy The rate should vary between the two choices Service Type Date Description Incl Page Numbers No Pages Rate Apportionec Discount Total 07 01 2014 Sentencing 100 4 35 485 00 Original Click Add Page 1 of 1 1 items f The item will appea
23. acation Cruise Click Save CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 13 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 eee aoe Education Files Credit Date Hours Subject No Continuing Legal Education No data Click the Credit dropdown menu to select CLE categories Continuing Legal Education Credit Sentencing rel V 05 01 2014 o Document After you save the information about this Continuing Education you will be able to upload related documents Enter the Date the number of Hours and a Description Click Save Note After information is saved yov Il be able to upload related PDF documents CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 14 Continuing Legal Education cont d Click Browse to upload and attach a PDF document m Credit Sentencing re v Date 05 15 2014 Sa Hours lo Description Sans Click Save All entries will be appear in the grid and can be accessed edited or deleted by selecting the entry and choosing an
24. ating a CJA 21 Voucher cont d A confirmation page will appear big i Attention The notes you enter will be available to the next approval level Pu Attorme Verify all information is Notes correct v I swear and affirm the truth or correctness of the above statements A N Date 6 19 2014 9 28 36 O Submit time stamp the voucher Cr Click Submit A confirmation screen will appear indicating the previous action was successful and the voucher has been submitted Click Home Page to return to the home page Click Appointment Page if you wish to create additional document for this appointment 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 0000154 Back to m Home Page Appointment Page The case file will appear in the My Active Documents section Select the file I To group by a particular Header drag the column to this area Defendant 1 14 CR 08802 AA Wendy Wilson 2 CJA 21 Submitted to Attorney Starc 06 12 2014 Claimed Amount 166 80 Gina Gabriel Enc 06 19 2014 akcne Firearms Explosi 7 gyre Navigate to the Confirmation tab Verify all information is Attenton The notes you enter wil be available to the next approval level correct Puble attorney g es Certify the inform
25. ation by checking the box This will automatically time stamp the voucher Pemes E sre etree reas Cit step Click Approve CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 40 Submitting an Authorization Request for Expert Services Open the Appointment record Click Create from the Authorization template Create New Voucher AUTH Authorization for Expert and other Services The Basic Info screen will open Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work _ P Basic Info gt Documents Confirmation Basic Info edie 0101 ebediah Branson eee JEA CR O8S05 1 AA 1 14 CR 08805 1 AA 7 IN CASEMATTER OF Case Name l N 10 REPRESENTATION TYPE including pre iversi SA v Branson af alles G 3 riminal Case GED 11 OFFENSE S CHAR 15 1825 F INSPECTION VIOLATION PENALTIES 12 ATTORNEY S NAME AND MAILING ADDRESS Andrew Anders Bar Number 12345 __ F Subs for Federal Defender 7 O Appointing Counsel P Subs for Panel Attorney R Subs for Retained Attorney _ Y Standby Counsel Prior Attorney s Name ppointment Dates Signature of Presiding Judge or By Order of the Court Albert Albertson Nunc Pro Tunc Date 3 3 2014 Repayment ES v NO be C ron e Ge CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 201
26. chers for Attorneys 29 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 e The Services and Expenses will tally as entries are entered into the voucher P CJA 20 oaa Redirect Workflow Link to CM ECF Voucher 0101 0000150 9 Expenses 26 20 ad e Expand the item by clicking on the down arrow v to reveal specifics CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 30 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 9800 allowed for representation Therefore attorneys 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 Reports viewing can have different reports available Each report can have a short description of the Defendant Detail Budget R i wee Detail budget info for defendant information received when viewing that report e The two main reports are the Defendant Detail Form CJA20 Budget Report and the Defendant Summary Budget Report Defendant Sum
27. d Amount 778 40 Attorney CJA 20 Voucher ne 210 833 5623 _ P Subs for Panel Attorney R Subs for Retained Attorney Expert CJA 21 oucher gi Jebediah Branson 1 Claimed Amount 1 000 00 Jebediah Branson 1 2ayment Reports Detail t Report Sian 06 04 2014 Claimed Amount 0 00 9101 0000026 Detail budget info for defendant End 06 04 2014 Approved Amount 0 00 1 14 CR 08805 AA Jebediah Branson 1 CIA 21 Voucher Entry Defendant Summary Budge Report Stant 05 15 2014 Claimed Amount 0 00 Totals only of budget info for ae SOLENON defendant Jebediah Branson 1 Claimed Amount 0 00 All vouchers associated with Le RA ead Sennen E AUTH 24 rs Jebediah Branson 1 this case are 1 14 CR 08805 AA Seat 06 04 2014 Claimed Amount 14 50 Teresa Transoipts Pd Page 1 of 1 7 items CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 16 View Representation The View Representation information will display e Default excess fee limit e Presiding judge e Magistrate judge e Co counsel e Previous counsel Appointment In this page you wil find a From the Appointment page open e ah His click View Representation appointment including a list of P ea A tra thic OUCHEr reatet tO ts appointment and links to create new vouchers
28. e 7 1 2014 15 53 57 O Submit time stamp the voucher Click Submit A confirmation screen will appear indicating the previous action was successful and the voucher has been submitted Click Home Page to return to the home page Click Appointment Page Success if you wish to create additional document for this appointment i for payment You will receive a notification if we need more details Please keep the following v number for your own records 0101 0000165 The voucher is now submitted for approval and pavment Back to Home Page Appointment Page CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 50 Creating a Travel Voucher From the Appointment page click Create from the Travel TRAVEL Voucher template Authorization for payment of Travel Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work The Basic Info screen will open L TRAVEL Link to CM ECF Voucher Reguest Date 1 1 r Peal I Ug _ F Subs for Federal Defender 7 O Appointing Counsel F Subs for Panel Attorney R Subs for Retained Attorney Travel Agency to be Used Global Travel V Global Travel 1234 Travel Lane Suite 200 Second Floor Los Angeles CA 93765 Phone 1 800 444 7890 Fax 1 800 555 7777 Email mail support aotx uscourts gov The Travel Agency
29. ervices Claim Status Start Date 06 11 2014 2A End Date 6 12 2014 _ ZA Required Fields Payment Claims _ Final Payment Interim Payment payment Supplemental Payment 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 from any other source in connection with this representation Cr Previous Cet gt Cast Indicate payment type Note e Final Payment is requested after all services have been completed e Interim Payment allows for payment in segments but each Court s practice may differ If using this type of payment indicate the number of this request payment e After Final Payment number has been submitted a s Supplemental Payment may be requested due to a missed or forgotten receipt Contact Panel Administrator regarding a supplemental or interim payment Answer all the questions regarding previous payments in this case Click SAVE IN USDC SDIL an Interim Payment requires a Court Order CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 25 Documents Attorneys as well as the Court may attach documents Attach any documentation which supports the voucher i e travel or other expense receipts order
30. eys 44 Creating an Authorizations for Transcripts AUTH 24 From the Appointment page click Create Auth 24 AUTH 24 Create Authorization for payment of transcip The Authorization opens to the Basic Info page Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work A AUTH 24 gt Basic Info Documents Confirmation OUCHER NUMBER nains sa E 1 14 CR 08805 1 LAA 7 IN CASEMATTER OF Case Name 8 PAYMENT CATEGORY 9 TYPE PERSON REPRESENTED 10 REPRESENTATION pees TE SA v Branson alec diversion Adult Defendant mminal Case i5 1825F INS INSPECTION VIOLATION PENALTIES 12 ATTORNEY S NAME AND MAILING ADDRESS Andrew Anders Bar Number 12345 110 Main Street San Antonio TX 78210 Phon 210 833 5623 Link to CM ECF Voucher DECRIOT _ Prosecution Opening Statement Prosecution Argument _ Prosecution Rebuttal _ Defense Opening Statement _ Defense Argument _ Jury Instructions _ Voir Dire Order Date Nunc Pro Tunc Date C Cerrero Net gt Cs Enter the details for the transcript required on the Basic Info screen Click Save CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 45 Creating an Authorization for Auth 24 Transcripts cont d Click the Documents tab or click the Next option located on the Progress bar Browse to select a PDF file to
31. her items 17 and 18 of the CJA 20 voucher greater than 500 9 Explain any other noteworthy circumstances regarding the case and the representation provided to support this compensation request Indude if applicable a negotiations with U S ai ir eet rll 2 complexity or novelty of legal issues and factual complexity responsbiities involved measured by the magnitude A gale manner in which cuties were performed and rag ta le AAS and judgment required of and used by counsel SURAT CE AOU EEE A IE TREY the representation and H any extr pressure of time or other factors under wud services were lt Previous Previous next gt gt _tast gt Delete Draft Draft CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 55 Creating a CJA 26 Voucher cont d Basic Info Justification Documents Confirmation Click the Documents tab or click the Next option located on the Supporting Documents nauseating Fie Browse Description Browse to select a PDF file to attach Description Delete View No Attachments Click Upload Note All documents must be submitted in PDF format and must be 10 MB or less erst _ lt Previous Ttet gt tast The Document will appear in the bottom of the Supporting Documents section Click Save A confirmation page will appear Verify al
32. l Case Document Document Number Amount Claimed Amount Adjusted CJA 26 0101 0000028 35 000 00 35 000 00 Pelee meee SAOR Total 35 000 00 35 000 00 Budget Amount Approved 9 800 00 Time Period Voucher l Amount f 3 For Voucher Number Fees Expenses Total Fees Expenses Total After After Approved A Travel Other Travel Other And Pending Attorney Andrew Anders Appointing Counsel Active Total Pending 1 119 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 Authorization Number Amount Requested 0 00 Amount Authorized 0 00 Attorney Andrew Anders Vendor Pending For Vendor 0 00 Approved For Vendor 0 00 Total Pending 0 00 Total Approved 0 00 0 00 0 00 i i CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 33 Creating a CJA 21 Voucher File Ex Parte Motion with the Court Seeking Approval to Exceed the Statutory Cap for Expert Fees CJA 21 Create Authorization and Voucher for Expert and other Services From the Appointment page click Create from the CJA 21 Voucher template The voucher opens to the Basic Info page Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work A b Basic Info gt Basic Info YOUCHER NUMBER
33. l information is correct ___Attention The notes you enter wil be available to the next approval level Public Attorney Notes Check the affirmation box v I swear and affirm the truth or correctness of the above statements Date 7 3 2014 14 53 34 Click Submit Cert errors Dnen gt Diet A confirmation screen will appear indicating the previous action was successful and the Authorization Request has been submitted Success Your voucher has been submitted for payment You will receive a notification if we need more details Click Home Page to return to Please keep the following voucher number for your own records the home page Click 0101 0000167 Appointment Page if you wish to create additional document _ Back to for this appointment papel Page The CJA 26 will now appear in the My Submitted Documents section CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014
34. mary Budget Report Totals only of budget info for defendant Other accessible reports can be found on the Menu bar Home Operations Reports CMECF Links Help logout gt Reports Appointment Report Attorney Time Report CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 31 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 of Representation Criminal Case Document Document Number Amount Claimed Amount Adjusted CJA 26 0101 0000029 35 000 00 35 000 00 SET nauan 99 Total 35 000 00 35 000 00 Budget Amount Approved 9 800 00 Pme peoa te LLL ci cme For Voucher Number Fees Expenses Total Fees Expenses Total After After Approved Approved Travel Other Travel Other And Pending 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 2008 0101 0000027 0 00 0 00 0 00 0 00 3 100 00 428 74 12 50 3 541 24 6 700 00 6 700 00 03 03 2014 to 06 05 2014 0101 000000 758 00 22 40 0 00 778 40 0 00 0 00 0 00 0 00 6 700 00 5 044 00 08 12 2014 to 06 1
35. nimum Found Delete Draft Enter the details for information required on the Basic Info screen Click Save CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 54 Creating a CJA 26 Voucher cont d Click the Justification tab or eie l L E click the Next option located Justification on the P rogress bar a Describe discovery materials nature and volume and or discovery practices which are a noteworthy factor in the number of ours claimed Fill out justification sections 4 List and describe motions legal memoranda jury instructions and sentencing documents or legal research not resulting in such which are a noteworthy factor in the number of hours claimed and which were drafted originally for this case do not include standardized motions etc unless content was modified significantly Click Save 5 Summarize investigation and case preparation e g number and accessibility of witnesses interviewed record collection ization which are a noteworthy factor in the number of hours claimed 6 Explain if noteworthy impact on the number of hours claimed of in ive expert or other services used CJA 21 voucher 7 Describe whether any of the following client considerations are a noteworthy factor in the number of hours claimed and explain each communication with clent family lan e difference accessibility of dient or ot
36. ns documents that you are currently working on or have been submitted to you 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 My Submitted Contains vouchers for yourself or for your service provider which have been submitted Documents 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 Documents This will include e Vouchers in progress by the 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 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 4 Navigating in the CJA eVoucher Program Breadcrumb Navigation Welcome Andrew Anders My Profile My Appointment
37. nt 1 Page 1of 1 Litems atest areva hee gt Tia Step Click the Date header This will sort services according to date Any field marked with a red 8 asterisk must be filled Click Save CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 21 Entering Expenses Click the Expenses tab or click the Next option located on the Progress bar gt Basic Info Services Expenses ClaimStatus Documents Confirmation Expenses owe enon JE Sen Expense Type E sA n i L save Enter the Expense Type from the Expense Type drop down menu Travel Miles Travel Misc Fax Long Distance Charges Photocopies Postage Other Expenses CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 22 Entering Expenses cont d If Travel Miles is chosen enter the round trip mileage Enter a description Expenses Date snos 5 Expense Type Travel Miles _ lt First_ _ lt Previous _Next gt _tast gt Click ADD The entry will be added to the voucher and will appear at the bottom of the Expense Type section Expenses ote enzo i Expense Type i v wes __ at 60 5600 por mle Amount Remove Required Fields Date Description 06 12 20 Travel to and from Court Page 1 of 1 1 items Cit revos C
38. nt Page The Travel Voucher will now appear in the My Submitted Documents section CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 53 Creating a CJA 26 Voucher This is a request and justification for expenses outside the statutory limits and must be filed with an excess compensation request From the Appointment page click Create from the AUTH 26 Voucher template Statement for a Compensation Claim in aim in Excess of the Statutory Case Compensation Maximum District Court The voucher opens to the Basic Info page Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work A CJA 26 Basic Info Justification Documents Confirmation Basie Info 1 CIR TAST DIV CODE 2 PERSON REPRESENTED VOUCHER NUMBER oon eg m 3 MAG DKT DEF NUMBER 4 DIST DAT DEF NUMBER 3 APPEALS DKT DEF NUMBER 6 OTHER DKT DEF NUMBER Raa ae fran 9 TYPE PERSON REPRESENTED 10 REPRESENTATION TYPE Adult Defendant Voucher 12 ATTORNEY S NAME AND MAILING ADDRESS Andrew Anders Bar Number 12345 tr Totals only of budget info for an Antonio TX 78210 defendant none 210 833 5623 Defendant Detail Budget Report Detail budget info for defendant Form CJA26 Amount Requested o Pre TrialHours o TrialHours Number of Counts o NumberofCoDefendants o Mandatory Mi
39. ome page CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 46 Creating a CJA 24 Voucher After submission and approval of Auth 24 The Court will create the CJA 24 voucher for payment The Panel Attorney will not be required to create the CJA 24 however the attorney will be required to approve the CJA 24 upon receipt of the transcript See NOTE on Page 48 From the Appointment page click Create from the CJA 24 voucher template CJA 24 eatef Authorization and Voucher for of Transcript The Basic Info page will open showing approved authorizations Note There is NOT AN AUTOSAVE function on this program You must click SAVE periodically in order to save your work P Basic Info Basic Info VOUCHER NUMBER S REPRESENTATION TYPE riminal Case Authorization Selection Select an approved authorization request for this CJA 24 New Voucher Information Description Voucher Assignment Tie inlesihee edhe el ba sanacinable ie Wiig the volichr laid part Official Contract _ Transcnber Other Service Provider You can search one of the service providers already in a odin I A O AEEA Expert v FrstName Middle Name Last Name SSN EIN Emal Phone Fax Address 1 City Address 2 State Zip Address 3 Country CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014
40. pears 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 1 2 AO DTS SDSO Training Division July 2014 to collapse a folder 5 CJA eVouchers 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 My Active Documents To group by a particular Header drag the column to this area Case Defendant Type Status 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 f T j drag the column to this area Ca nt Type Status Release the cursor and all the information in that folder will be grouped and sorted by that selection My Active Documents Group by Case A iN B Case Defendant Type Status CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 7 My Profile In the My Profile section the attorney may e Change password Login Info section e Edit contact information phone e mail physical address Attorney Info section e Update SSN or EIN numbers and any firm affiliation Billing Info section
41. r in the bottom of the Service Type section Click Save Click the Expenses tab or click the Next option located on the Progress bar Expenses Date 7 1 2014 A Description Expense Type 29 Enter the Date Expense Type Mies rate per mie 0 5600 gt Basic Info Services Expenses Documents Confirmation and Description Remove Date Description Click Add The item will appear below in the Expense section No data ere erreur Cree Tit swe 7 Click Save CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 49 Creating a CJA 24 Voucher cont d Click the Documents tab or click the Next option located on the Basic Info Services Expenses Documents Confirmation E gt Progress bar Supporting Documents Browse to select a PDF file to i Browse Description attach Description Delete View Note dati All documents must be submitted in pdf format and must be 10 MB or less Click Upload The document will appear in the bottom of the Description section Click Save A confirmation page will appear Verify all information is Attention The notes you enter will be available to the next approval level Public Attormey correct Notes Check the affirmation box This will automaticall v I swear and affirm the truth or correctness of the above statements n y Dat
42. r 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 create additional document for this appointment CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 28 Signing and Submitting to Court cont d The active voucher is removed from the My Active Documents folder and now appears in the My Submitted Documents section To group by a particular Header drag the column to this area Case Defendant Status 1 14 CR 08805 AA Jebediah Branson 1 _ Submitted to Court Start 06 12 2014 Claimed Amount 89 20 401 0000150 Enc 06 12 2014 AA Jebediah Branson 1 Submi Cour Start 03 03 2014 Claimed Amount 778 40 eat DEIGUN End 06 05 2014 INTERIM PAYMENT 1 4 14 CR 08805 AA Jebediah Branson 1 Ae ee e Start 04 02 2014 Claimed Amount 1 000 00 2101 0000002 End 01 01 1900 Page 1 of 1 3 items Notes e f a voucher is rejected by the Court it will reappear in the My Documents section and will be highlighted in gold Case e Anemail message generated by the system will be sent explaining what corrections need to be made CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVou
43. ree gt Coa CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 23 Entering Expenses cont d Notes 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 Expenses ote enzo EEA Description T L _ Miles at 0 5600 per mile J Description 06 12 20 Copies 100 pages 15 per page 06 12 20 Travel to and from Court Page 1 of 1 2 items Click the Date header This will sort expenses according to date Any field marked with a red asterisk must be filled Click SAVE CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 24 Claim Status Once you begin entering data on the Services and or Expenses tab you may receive what looks like an error message _J 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 need be go back to the Expense and Service sections and click the Date header to sort showing the earliest date of s
44. s View Search Existing Appointments Search ATTORNEY Menu Bar Items J 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 the CM ECF database if enabled by your court and validated in your profile 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 Logout Logs user off the eVoucher program Note The Search option is not a valid link A Pop up will indicate that you have been redirected CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 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 E to expand a folder Click the minus sign Moving Folders Place your mouse pointer on the top edge of the folder you wish to relocate A crosshair icon e x will appear 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 4 gt ap
45. s from the Court Note To add an attachment click the Browse button to All documents must be submitted in PDF locate your file format and must be 10 MB or less Add a description of the attachment Click Upload et a Supporting Documents File Upload Only Pdf files of 10MB size or less G AO eVouchen CJA e Description Copies of receipt 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 File Browse pects Sid Description Delete Copies of receipts Delete View Save Click SAVE CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 26 Signing and Submitting to Court When you have added all voucher entries you are ready to sign and submit your voucher to the Court Click 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 DIST DEV CODE 2 PERSON REPRESENTED YOUCHER NUMBER Ne Nes a mal 3 MAG DET DEF NUMBER 4 DIST DET DEF NUMBER APPEALS DET DEF NUMBER 6 OTHER DET DEF NUMBER eRe a Peace an ees 7 IN CASE MATTER OF Case Name 10 REPRESENTATION TYPE USA v B F eed yaran pre trial diversion iiil Cone IL OFFENSE S
46. seceeeeeecceeseuecessusecetsuneceeeeeges 40 Creating an Authorizations for Transcripts AUTH 24 cccccccesecccccessececeesececeeecceeeeeeceeeeeseceseeneceeeeeneceesensecessuneceeseenecessenas 44 Creatine ACI P24 VOUE ai AENEA EEN ENE EE EAO 46 creatine a Travel VOUTE src acenacies scsacnndesainndesnnstasaivoasnncessseace a i a E aE E 50 Creare a CA2 VOU NE irae terest tanec ces ure E E iE 53 CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers 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 authorization requests by attorneys for service providers e On line voucher completion by the service provider or 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 for submission of holding periods or a specific amount of time taken off for medical leave vacation etc Voucher amp Authorization Request Submission e Authoriza
47. serName Anders Edit to change your four Login Wiformation CM ECF Access is NOT validated Password To change your Username type the new Username and Login Info berane ides erae click change It will k rour Logir information Password zzz reset show The Username reset has been changed CM ECF Username ____ _ To reset your CMJECF Password password click reset gt Help gt My Profile CM ECF Access is NOT validated gt Help gt My Profile a aa aa aa Login Info Username _ password and retype TRS DAS it in the confirm field l Password Strength Strong Press the Reset CM ECF R ee ae button to save esal CM ECF Access is NOT validated gt Help gt My Profile Click the Close Welcome Andrew Anders Attorney button to exit the Login Info Username Anders change login Info RAEE Password reset section CM ECF Username e CM ECF Access is NOT validated CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 9 CM ECF Login If your Court is allowing access to CM ECF log in using your CM ECF Username Password and selecting validate This will allow for synchronization between CJA eVoucher and CM ECF Once you ve logged in access will show as validated Home Operations Reports CMECF Links Help logout gt Help gt My Profile
48. sion 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 43 Submitting an Authorization Request for Expert Services cont d Click Next The Confirmation screen will open Check the box to swear and affirm to the accuracy of the Note voucher The voucher will automatically be time stamped You may include any notes to the Court in the Public Attorney Notes section Attention The notes you enter will be available to the next approval level Public Attorney Notes Iv I swear and affirm the truth or correctness of the above statements Date 6 16 2014 15 53 48 rs Cereris nets ast Click Submit to send to the Court A confirmation screen will appear indicating the previous action was successful and the Authorization Request has been submitted 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 0000152 Back to Home Page Appointment Page Step Click Home Page to return to the home page Click Appointment Page if you wish to create 8 Mp l l additional document for this appointment The Authorization Request will now appear in the My Submitted Documents section on the Attorney home page CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorn
49. t and or prosecution under Tite 18 of the U S Code All activites and access attempts are logged If you forget your username or password click the Forgot your login hyperlink Enter your Username or Email address and click Recover Logon to retrieve your information Forgot your Login Please tell us your usemame and or email We will send you an email to retrieve the missing info Username i o g and or Email E CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers 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 Voucher Entr aS LS tReet ae iebedah Brarvon ATHEN Voucher Eritry aen 7 oy tet LOUISE i Page Lof 1 items E Page lof i Oits Attorney Andete Anders Attorney Anden anders pom lel by a pectcde Header Gag De ciam to Li ud to group Case Tite USA v Perez Attorney Anden Anders lic rows Nave beer recorded on the dstabsse Order Type Appointing Course L Order Date 08 0 1 13 Pres Judge Aber Abeartson Ade Mag Judge Attorney Arcee Anders 5105 Folder Descriptions J My Active Documents Contai
50. tion requests by attorneys for expert services e Requests by attorneys for interim payment 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 Apple Mobile Safari is approved with limitations e Chrome Firefox and other browsers may not be used with CJA Court Appointment The Federal Public Defender will send a proposed assignment email to a Panel Attorney the email will provide a link to the CJA e voucher application The panel attorney must accept or decline the proposed case assignment CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 2 Accessing the CJA eVoucher Program Your court will provide information on how to access eVoucher It is suggested that you bookmark it for easier access Log in using your Username and Password you were provided and click A f CJA eVoucher 3 j Il z Electronic Voucher Management System Existing user Please log in P J e E Forgot your login Notice This is a Restricted Web Site for Offidal Court i only Unauthorized entry is prohibited and subject to discipline by the Cour
51. to be Used section will automatically populate Click the Authorization Request tab or click the Next option located on the Progress bar CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 51 Creating a Travel Voucher cont d Fill out all required Basic Info Authorization Request Documents Confirmation fields marked with a red Request For Travel asterisk Required Fields Name and Title of Person Traveling Click Add Address of Person Traveling Purpose of Travel Travel From location Travel To Location Estimated Dates of Travet The information will appear in the Travel Requested Estimated Cost bottom section oe _ Airline Tickets via CJA Government yl Travel Agency _ Ground Transportation Click Save _ Per Diem Hotel amp Meals paai E Total Estimated Cost ezn e All travel and expenses must be in compliance with government travel regulations Actual cost of hotel and meals up to the established per diem rate Expenses for travel for one day or last day is up to the MIE rate Travel To Travel Date Requested Los Angeles CA July14 15 490 00 CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 52 Creating a Travel Voucher cont d Click Documents tab or click the Next option located on p Bastc Info _
52. us and Documents Note If you have submitted the voucher for the expert you ll need to approve the voucher twice once while sending it for the expert and a second time after it appears in the My Active Documents section Click the Services tab or click the Basic Info P Services Expenses Claim Status Documents _ Confirmation Next option located on the rare Services Progress bar Date fenoz aa Description T Enter the Date Hours Rate and n r aaa Rano Description Click Add The item will appear in the bottom of the Services list section No da A gt Click Save ret eters e iat save Click the Expenses tab or click the Basic Info Services Expenses gt Claim Status Documents Confirmation _ Next option located on the s enses Progress bar Date naz Sa Description Expense Type v Enter the Date Expense Type s E rhe wi ge e Amount Remove Description and Miles Required Field Expense Type Date Description Mile Rate Amt Click Add Travel Miles 06 19 2014 Travel to from meeting with defendant 30 0 5600 16 80 The item will appear in the bottom of the Expense Type section 1 Page 1 of 1 1 items Click Save os CJA eVoucher Version 4 1 2 AO DTS SDSO Training Division July 2014 CJA eVouchers for Attorneys 38 Creating a CJA 21 Voucher cont d Click the
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