Allocation questionnaire

Allocation questionnaire

An allocation questionnaire is a form used in English legal practice. After a claim is made, each party completes and returns an allocation questionnaire to the court within 14 days, so that the judge may properly allocate the claim to a track and hearing date.

Forms on the Internet

Sample allocation questionnaires are available on the Internet. The official UK Courts web site has many forms available, including the allocation questionnaire. [ [ UK Courts forms] ] The actual form is available, as of March 2007, as a pdf file. [ PDF file of the allocation questionnaire ] ]

The Citizens Advice Bureau provides a generic legal advice web site with information about the words and phrases used in small claims procedure in UK Courts. [ [] from the Citizens Advice Bureau.]

The form itself

The allocation questionnaire requests the following information:
* Whether you wish to have a month to settle the case.
* What is the location or venue of the case, and why it is chosen.
* What pre-action protocol is needed (equivalent to legal discovery).
* What is the amount of the claim in dispute.
* Who you will call as lay or expert witnesses.
* Whether the case should be considered small claims, or another track.
* How long you think the trial will take.
* How much your costs will be (in Pounds sterling).


There are three tracks [ [ CPR 26.1(2)] ] :
# Small claims - any claim up to £5,000 and certain personal injury and tenant claims
# Fast track - disputes involving between £5,000 and £15,000.
# Multi-track - disputes that are claimed to be over £5,000.

The Woolf Report had recommended these changes in 1999 to the Lord Chancellor. [ [ Woolf Report online] ]


ee also

*Unspecified claim
*Settlement conference
*Small claims court

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