RATING RADAR · SAMPLE OUTPUT · 30 SEPTEMBER 2026

Alder House.
One connected instruction.

FICTIONAL · NOT FOR SUBMISSION OR CLIENT ADVICE

This static report demonstrates the path from a Rating List change to managed work and an estimated fee. It is not generated from your session edits and contains no real property or client information. No reduction or saving has been secured.

Sample property
Alder House, Example Lane · City of London
Sample client
Demo Harbour Portfolio
2026 assessment
DEMO-2026-001
Scheme / measurement
DEMO-101 · Net internal area (NIA)

1. Find the change

The 2023 sample rateable value (RV) is £240,000; the 2026 sample RV is £312,000. The movement is £72,000, or 30%. RV is a valuation used in calculating business rates, not the amount of the bill. An increase alone does not establish an error.

2. Understand the assessment

Office area × price applied600 m² × £520 = £312,000
2026 scheme base / median£520/m² / £520/m²

The median uses all four fictional office members on the same measurement basis. Alder House is at the median. No reason for a valuation adjustment is inferred.

3. Connect the proposed outcome to the client work

A surveyor enters a hypothetical proposed RV of £280,000. The scenario stays attached to one instruction in the client portfolio. This is an illustrative user input, not a recommended or evidenced valuation.

4. Prepare and track

The demo seed includes a simulated submitted Check, reference DEMO-CHK-001. Drafts do not create forecast fees until simulated submission. A later Challenge continues that same instruction rather than creating a second fee. A draft Challenge preserves the existing submitted Check forecast until its simulated submission. Nothing is submitted to the valuation authority or a tribunal.

For this fixed example, submission on 12 April 2026 plus the demo’s illustrative 12-month Check planning interval gives 12 April 2027, placing the forecast in calendar year 2027. This is a planning illustration, not a statement of legal deadlines.

5. Make the calculation auditable

Current illustrative liability: £312,000 × 0.50 × 3£468,000
Proposed illustrative liability: £280,000 × 0.50 × 3£420,000
Estimated saving£48,000
Instruction fee: £48,000 × 20%£9,600
Personal share: £9,600 × 30%£2,880

The invented factor 0.50 applies for three full years. These are not actual multipliers. Reliefs, transition, supplements, occupation dates, VAT and billing adjustments are excluded. Fees are forecasts, not invoices or guaranteed revenue.

Product thinking

Carry the property, client, proposed RV and instruction context forward. Surface the assumptions. Keep one fee instruction across Check and Challenge, and separate a draft, a submission and a forecast.

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