Filetype Excel XLSX | Posted on 08 Aug 2022 | 3 years ago
Authentication
digital resources
169x Filetype XLSX File size 0.51 MB Source: www.oregon.gov
Sheet 1: FP Invoice
| Your Company Name | DRAFT ODOT INVOICE EXAMPLE | All Green highlighted areas are REQUIRED | ||||||||||||||
| Your Company Slogan | ||||||||||||||||
| Invoice #: | ||||||||||||||||
| Invoice Date: | ||||||||||||||||
| Billing Period: | ||||||||||||||||
| Price Agreement/ Contract #: | ||||||||||||||||
| WOC #: | ||||||||||||||||
| Agency Project Manager: | ||||||||||||||||
| Street Address | Consultant Project Manager: | |||||||||||||||
| City, ST ZIP Code | Total WOC Amount: | |||||||||||||||
| Phone: | Amount Previously Invoiced: | |||||||||||||||
| Amount Remaining: | ||||||||||||||||
| Remit To: | Current Amount Due: | $5,642.50 | ||||||||||||||
| Company Name | Additional Notes: | |||||||||||||||
| Street Address | ||||||||||||||||
| City, ST ZIP Code | ||||||||||||||||
| Phone | ||||||||||||||||
| Bill To: ODOT/Region XX-Department | ||||||||||||||||
| Attn: (insert APM name) | ||||||||||||||||
| Street Address | ||||||||||||||||
| City, ST ZIP Code | ||||||||||||||||
| Fixed Price Expenses | ||||||||||||||||
| Task # | Description | Units or Percentage (%) | Rate | Amount | ||||||||||||
| 1 | Draft of Project Plans | 100% | $2,500.00 | $2,500.00 | ||||||||||||
| 1 | Execution of Bi-Weekly Meeting | 3 | $850.00 | $2,550.00 | ||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| Total Labor | $5,050.00 | |||||||||||||||
| Contingency Tasks for T&M | ||||||||||||||||
| Task # | % Complete | Professional Personnel (Title) | Name | Hours | Rate | Amount | ||||||||||
| Total Contingency | $0.00 | |||||||||||||||
| Contingency Tasks for Fixed Price | ||||||||||||||||
| Task # | Description | Units or Percentage (%) | Rate | Amount | ||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| $- | ||||||||||||||||
| Total Contingency | $- | |||||||||||||||
| Riembursable Expenses | ||||||||||||||||
| Expense Type | Personnel | Usage | Usage Type | Rate/ Per Diem | Expense Total | |||||||||||
| Hotel | Davis, Sammie | 2 | Nights | $152.00 | $304.00 | |||||||||||
| Mileage | Davis, Sammie | 100 | Miles | $0.575 | $57.50 | |||||||||||
| Meals | Davis, Sammie | 3 | Days | $55.00 | $165.00 | |||||||||||
| Parking | Davis, Sammie | 1 | N/A | $66.00 | $66.00 | |||||||||||
| $0.00 | ||||||||||||||||
| Total Expenses | $592.50 | |||||||||||||||
| INVOICE TOTAL | $5,642.50 | |||||||||||||||
| Print Consultant Project Manager Name Here | ||||||||||||||||
| Fixed Price Invoice Data Requirements | |
| Price Agreement/Contract Number | |
| Work Order Contract (WOC) Number | |
| Total amount due for the billing period | |
| Invoice Number | |
| Invoice Date | |
| Billing Period | |
| Consultant Name, Address, Phone (if remit address is the same, state remit address is the same) | |
| Agency Project Manager Name | |
| Remit address (must match consultant address of record). | |
| Consultant’s Project Manager Name | |
| Task Numbers from Contract | |
| Percent Complete of Each Task/Deliverable (if applicable) | |
| Milestone Name and Numbers from Contract (if applicable) | |
| Milestone Percent Complete (if applicable) | |
| Fixed Price Additional Requirements | |
| For Fixed-Price compensation using “Monthly Progress Payments for Percentage of Services Completed” payment option, Consultant invoices shall be limited to an amount commensurate with the percentage of the total Services (including deliverables) that were completed in the month invoiced. | |
| Consultant shall prepare invoices based on the Fixed-Price amount (or Fixed-Price per Unit amounts) indicated in the Contract. | |
| Invoices for any tasks, contingency tasks or ODCs that are specified as T&M in an otherwise Fixed-Price Contract must include the detailed breakdown and documentation applicable to T&M compensation as required elsewhere in this document. | |
| Fixed Price Invoice Submittal Requirements | |
| “Printed” Font Size is to be legible or at least 12 pt. | |
| Submitted Monthly (or as indicated in the Contract) | |
| Progress Reports | |
| Separate Invoice per Contract | |
| Paid Summary Report | |
| (as applicable - required for any Contract or WOC that includes subcontractors) | |
| Invoice Requirements for Contingency Tasks | |
| Amounts billed for authorized contingency tasks must be identified as separate line items from amounts billed for non-contingency (required) tasks (Notice-to- Proceed for each authorized contingency task must be kept on file). The amount for a T&M or CPFF contingency task must include all labor, overhead, profit, and expenses for the task. Direct non-labor expenses for contingency tasks must not be included in an overall amount for direct non-labor expenses applied to the budget for the non-contingency tasks. | |
| FIRM NAME: ______________________ | PROGRESS REPORT (Example) | Date Progress Report was Created: ______________ | ||||||||||||||||
| Period of Performance (Must Match Billing Period on Invoice): ___________ | ||||||||||||||||||
| Contract# or PA# or ATA # ______ WOC # ___ | INVOICE # | |||||||||||||||||
| Contract NTP Date: ______________ Contract Expiration Date: ______________ | ||||||||||||||||||
| Project Name: _______________________________________________________ | ||||||||||||||||||
| TASK | DESCRIPTION | TOTAL ORIGINAL BUDGET | LABOR THIS PERIOD | EXPENSE THIS PERIOD | TOTAL THIS PERIOD | EARNED TO DATE | REMAINING BUDGET | ESTIMATED % COMPLETE | BUDGET % SPENT | |||||||||
| 1 | Project Management | $0.00 | $0.00 | #DIV/0! | ||||||||||||||
| 2 | Survey Data Research | $0.00 | $0.00 | #DIV/0! | ||||||||||||||
| 3 | Field Surveys | $0.00 | $0.00 | #DIV/0! | ||||||||||||||
| 4 | $0.00 | $0.00 | #DIV/0! | |||||||||||||||
| 5 | $0.00 | $0.00 | #DIV/0! | |||||||||||||||
| --Continue as necessary-- | $0.00 | $0.00 | #DIV/0! | |||||||||||||||
| $0.00 | $0.00 | #DIV/0! | ||||||||||||||||
| $0.00 | $0.00 | #DIV/0! | ||||||||||||||||
| $0.00 | $0.00 | #DIV/0! | ||||||||||||||||
| Project Labor & Expenses Total | $0.00 | $0.00 | #DIV/0! | |||||||||||||||
| TASK | DESCRIPTION OF WORK PERFORMED | |||||||||||||||||
| 1 | ||||||||||||||||||
| 2 | ||||||||||||||||||
| 3 | ||||||||||||||||||
| 4 | ||||||||||||||||||
| 5 | ||||||||||||||||||
| --Continue as necessary-- | ||||||||||||||||||
| CONTINGENCY TASKS | Describe activities performed on contingency task(s), percent complete, and task/deliverable schedule and identify any issues or concerns that may affect the performance and/or completion of the task(s). | |||||||||||||||||
| ISSUES / PROBLEMS TO BE RESOLVED (List and explain.) | ||||||||||||||||||
| --Continue as necessary-- | ||||||||||||||||||
| **Save as a PDF | ||||||||||||||||||
no reviews yet
Please Login to review.
