A claim evaluation questionnaire gives us basic information to assess a project and its claim potential. A technical consultant or industry expert will review your activities for development work and eligible expenditures. If positive indicators exist, the technical consultant will conduct a technical evaluation. A financial consultant will then conduct a review of the financial documentation. At that time, CI SOLUTIONS will confirm there are eligible expenses and will review areas of your financial documents required for the support of the technical evaluation. CI SOLUTIONS will review the entire draft submission with corporate management. CI SOLUTIONS representatives, when necessary, will attend meetings with government officials including consultations with respect to project eligibility. CI SOLUTIONS will assist in any and all negotiations on the Client’s behalf. After Step 3 is completed, an informed decision to proceed with an SR&ED claim can be made. You now have an expert opinion as to the technical merit of the project and a qualified estimate of the potential claim amount.