Invoice Template-Fee

PLEASE ATTACH YOUR ORIGINAL INVOICE ON COMPANY LETTERHEAD AS BACK-UP Office of Construction Services ARCHITECTURAL & ENGINEERING SERVICES FEE INVOICE Architect Information Firm name: Address: Contact person’s name: Phone number: Fax number: Tax ID: E-mail: Service Category Predesign Services Detail Original Contract Invoice Information Invoice #: Invoice date: For the period ending: Original Agreement Amended to Date Revised Contract Total Completed Previous Billings Net Amount Due Contract Information Amendments $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Previous Application This Period Project Information Project Name: CASE PO#: CASE Project #: (CIP) Building/Location: Case Project Manager: Total Completed to Date % Complete Balance to Finish Revised Contract Amt Basic Services Additional Services Totals Note Any Outstanding Invoices Billed to Date on this PO Number Invoice # Net Amount Date 0% $0.00 $0.00 Contractual Billing Rates Position Principal Project Architect Architect Senior Engineer Engineer Intern Administrator $0.00 $0.00 $ - $0.00 #DIV/0! $0.00 Rate/Hr $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL $0.00 FOR CASE USE ONLY Invoice #: Approved for Payment: X Cedar Avenue Service Center 10620 Cedar Ave / Cleveland OH 44106-7228 E-mail: const-admin@case.edu Phone 216-368-6907 Fax 216-368-0765 Web www.case.edu/construction Date: PO#: $ PLEASE ATTACH YOUR ORIGINAL INVOICE ON COMPANY LETTERHEAD AS BACK-UP Office of Construction Services ARCHITECTURAL & ENGINEERING SERVICES REIMBURSABLES INVOICE Architect Information Firm name: Address: Invoice Information Invoice #: Invoice date: For the period from __ to __ Original Agreement Amended to Date Revised Contract Total Completed Previous Billings Net Amount Due Project Information Project Name: CASE PO#: CASE Project # (CIP): Building/Location: Case Project Manager: Contact person’s name: Phone number: Fax number: Tax ID: E-mail: $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Service Category Reimbursables Communications - Postage/Delivery Communications - Telephone Consultant Fees In-house Reproduction & Printing Misc Office Travel & Lodging Vendor Reproduction & Printing Totals Detail Cost Date Contract Information Original Contract Amendments Previous Application Revised Contract Amt $ This Period Total Completed % Complete to Date Balance to Finish Vendor Name Vendor Name Vendor Name Vendor Name Vendor Name Vendor Name Vendor Name Vendor Name $ $ $ $ $ $ $ $ $0.00 100% $ $ $ $ - - $ $ $ $ $ $ - Note Any Outstanding Invoices Billed to Date on this PO Number Invoice # Net Amount Date $ $ - TOTAL $ FOR CASE USE ONLY Invoice #: Approved for Payment: X Date: PO#: $ Cedar Avenue Service Center 10620 Cedar Ave / Cleveland OH 44106-7228 E-mail: const-admin@case.edu Phone 216-368-6907 Fax 216-368-0765 Web www.case.edu/construction PLEASE ATTACH YOUR ORIGINAL INVOICE ON COMPANY LETTERHEAD AS BACK-UP Office of Construction Services ARCHITECTURAL & ENGINEERING SERVICES FEE INVOICE Architect Information Firm name: Our Firm Address: 1234 Main St Suite 100A Anytown OH 44000 Contact person’s name: John Smith Phone number: (216) 368-6907 Fax number: (216) 368-0765 Tax ID: XX-XXXXXXXX E-mail: smith@ourfirm.com SAMPLE-FEE Invoice Information Invoice #: 001234 Invoice date: 8/10/07 For the period from 7/1/07 to 7/31/07 Original Agreement Amended to Date Revised Contract Total Completed Previous Billings Net Amount Due $6,000.00 $600.00 $6,600.00 $3,050.00 $1,850.00 $1,200.00 Project Information Project Name: The Project CASE PO#: HK00001023 CASE Project # (CIP): 070001 Building/Location: Building Name / Address Case Project Manager: Heidi Holeman / Bill Tarka / Rick Pruden Service Category Predesign Services Existing Conditions Survey CM Related Services Basic Services Schematic Design Design Development Construction Documents Additional Services G606 Amend #1 (05/13/07) G606 Amend #2 (06/21/07) Detail Original Contract 15% $ 900.00 20% $ 1,200.00 Contract Information Amendments Previous Application Revised Contract Amt $ $ 850.00 1,000.00 This Period Total Completed to Date % Complete Balance to Finish $ $ 50.00 200.00 $ $ 900.00 1,200.00 100.0% $ 100.0% $ - 10% $ 600.00 25% $ 1,500.00 30% $ 1,800.00 $ $ $ - $ $ $ 350.00 - $ $ $ 350.00 - 58.3% $ 0.0% $ 0.0% $ 250.00 1,500.00 1,800.00 Wireless Survey Structural Study $ $ 500.00 100.00 $ $ 6,500.00 6,600.00 $ $ - $ $ 500.00 100.00 $ $ 500.00 100.00 100.0% $ 100.0% $ - Totals 100% $ 6,000.00 $ 600.00 $ 6,600.00 $ 1,850.00 $ 1,200.00 $ 3,050.00 46.2% $ 3,550.00 Note Any Outstanding Invoices Billed to Date on this PO Number Invoice # Net Amount Date 001232 $850.00 06/15/07 001056 $500.00 05/15/07 TOTAL $1,350.00 Contractual Billing Rates Position Principal Project Architect Architect Senior Engineer Engineer Intern Administrator Rate/Hr $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 FOR CASE USE ONLY Invoice #: Approved for Payment: X Date: PO#: $ Cedar Avenue Service Center 10620 Cedar Ave / Cleveland OH 44106-7228 E-mail: const-admin@case.edu Phone 216-368-6907 Fax 216-368-0765 Web www.case.edu/construction PLEASE ATTACH YOUR ORIGINAL INVOICE ON COMPANY LETTERHEAD AS BACK-UP Office of Construction Services ARCHITECTURAL & ENGINEERING SERVICES REIMBURSABLES INVOICE Architect Information Firm name: Our Firm Address: 1234 Main St Suite 100A Anytown OH 44000 Contact person’s name: John Smith Phone number: (216) 368-6907 Fax number: (216) 368-0765 Tax ID: XX-XXXXXXXX E-mail: smith@ourfirm.com Invoice Information Invoice #: 001234 Invoice date: 8/12/2007 For the period from 7/1/07 to 7/31/07 Original Agreement $700.00 Amended to Date $120.00 Revised Contract $820.00 Total Completed $591.30 Previous Billings $203.00 Net Amount Due $388.30 SAMPLE Previous Application This Period Project Information Project Name: The Project CASE PO#: HK00001024 CASE Project # (CIP): 070001 Building/Location: Building Name / Address Case Project Manager: Heidi Holeman / Bill Tarka / Rick Pruden Service Category Reimbursables Communications - Postage/Delivery Consultant Fees In-house Reproduction & Printing Travel & Lodging Vendor Reproduction & Printing Totals Detail Cost Date Contract Information Original Contract Amendments Revised Contract Amt Total Completed to Date % Complete Balance to Finish USPS FedEx FedEx Structural Survey Engr 100 copies @ .05/sheet Smith, John Doe, Jane Vendor Printing Inc Vendor Printing Co $ 0.78 $ 6.39 $ 12.82 $ 50.00 $ 5.00 $ 117.45 $ 126.03 $ 51.23 $ 18.60 $ 388.30 7/2/2007 7/13/2007 7/25/2007 7/27/2007 7/16/2007 7/8/2007 7/8/2007 7/8/2007 7/28/2007 100% $ 700.00 $ 120.00 $ 820.00 $ 203.00 $ $ $ $ $ $ 19.99 50.00 5.00 243.48 69.83 388.30 $ 591.30 72.1% $ 228.70 Note Any Outstanding Invoices Billed to Date on this PO Number Invoice # Net Amount Date 0024300 $ 113.26 05/12/07 0240662 $ 89.74 06/12/07 TOTAL $ 203.00 FOR CASE USE ONLY Invoice #: Approved for Payment: X Date: PO#: $ Cedar Avenue Service Center 10620 Cedar Ave / Cleveland OH 44106-7228 E-mail: const-admin@case.edu Phone 216-368-6907 Fax 216-368-0765 Web www.case.edu/construction Reimbursables Guidelines Category Communications - Postage/Delivery Communications - Telephone Consultant Fees In-house Reproduction & Printing Travel & Lodging Vendor Reproduction & Printing Sample Charges USPS, FedEx, Courier Service long-distance charges Consultants' fees and reimbursables (travel expenses, copies, etc.) xerox copies, in-house drawing copies airfare, hotel, taxis, rental cars, parking, mileage (Travel Agent fees excluded) Lakeside Blueprints, copy services Please also note: Reimbursable mileage for 2009 is 55¢ per mile, according to IRS guidelines. Reimbursable meals shall not include alcoholic beverages. As a guideline for reasonable reimbursement for meals, please reference IRS Guidelines for meals ($10 breakfast, $15 lunch, and $26 dinner for the Cleveland area). CASE does not pay for additional mark-ups on services. Charges listed on the invoice should match precisely with supporting documentation. Supporting documentation for all reimbursable costs is required for reimbursement.