Tracker—costs management and costs budgeting review and future changes
Tracker—costs management and costs budgeting review and future changes

The following Dispute Resolution guidance note provides comprehensive and up to date legal information covering:

  • Tracker—costs management and costs budgeting review and future changes
  • Proposals to deal with revisions to costs budgets
  • Revisions to guidance for Precedent H (1 October 2019)
  • Amendments to CPR PD 3E, para 7.4 (1 October 2019)
  • Amendments to Precedent R—costs budgeting discussion report (25 April 2019)
  • Review of LASPO 2012
  • Amendments to CPR PD 3E, para 7.2 (22 November 2017)
  • SARPD sub-committee report—CPR PD3E, para 7.2 (6 April 2017)
  • SARPD sub-committee report—changes to CPR 3.15/CPR 3.18 (6 April 2017)
  • Cost management and costs budgeting CPR subcommittee (6 April 2016)
  • more

This Practice Note provides information on the changes to costs management and costs budgeting provisions within the CPR and practice directions. These include, changes to precedent H itself as well as the Precedent H guidance and the introduction of budget discussion reports. It also covers those areas which although considered for change have remained the same.

Proposals to deal with revisions to costs budgets

In the CPR Committee (CPRC) minutes for its meeting on 6 December 2019, the main item on the agenda was to consider CPR PD 3E. In doing so, the CPRC had considered the following:

  1. draft proposals and options in relation to revisions to CPR 3.15 and CPR PD 3E

  2. a new draft Precedent T (in excel format) for setting out the particulars of the proposed budget variation

  3. a proposed new preliminary step in the process, referred to as a Budget Variation Notice (BVN)

  4. consequential updated Guidance Notes

Certain connected issues were also considered, namely:

  1. conceptual issues of principle, which centre on the issue of jurisdiction, including ‘intermediate retrospectivity’, ie whether the no retrospective costs budgeting rules applies and how it works within the budget variation

  2. the need to consider the varying practices currently undertaken by parties with budget variations and the proposal for improvement by codifying the procedure

It was also noted that there may be merit in considering in the