Creating a Combined EP and Unitary Forecasts

Sometimes, you will need to forecast costs for both the Unitary Patent and traditional EP validation. To help with this somewhat complex scenario, we’ve put together this guide. These forecasts can be saved, emailed, and/or exported for later use or distribution to team members or clients to review.

Let’s forecast costs for the Unitary route, plus traditional validation in the United Kingdom and Cambodia for an application with 10 total claims, two independent claims, and 30 pages.

From your Homepage at the top under Create New Forecast, click the ” Patent ” button. This will take you directly to the Patent Forecast Request screen.

Select your Starting Point of “European Patent Organisation (EPO)” from the Patent Forecast Request screen. You can use type-ahead to narrow the list, and either use the arrow keys to select your selection and hit the enter key, or just type in EPO to select it. Repeat the same for other countries that you would need to add.
Note: The Estimate Validation/Unitary Costs and Include Unitary Patent toggle button must be turned on for all necessary fees required for an EP Unitary Forecast to be included.
The grant fees paid to the EPO are displayed in the Allowance and Grant Costs section, which should be enabled under the settings. Toggle on Maintenance costs to view the costs to maintain the Unitary and validated patent over time.

Under the Application Details tab, enter 10 for Total Claims, 2 for Independent Claims, and 30 for pages.

Translation Optimizer Tab – we can put in the number of pages of claims that we need for translation. For this example, we can set it to 10 pages.
We can now create the forecast.

Forecast Results: You are now at your forecast results screen. You may click on the expansion arrows on each phase to view more details.

Allowance and Grants Result – This section of the fees includes all of the granting costs, including the designation fee, request for Unitary effect and validation fees for Cambodia.