Invoice Procedures

Invoice Procedures

After the contract is executed, the CM issues a Notice to Proceed to the consultant and executes Task Orders. The consultant will start to work and send invoices along with the ADM 3069, DBE Utilization Report. This form must be completed and submitted to the CM with each invoice. Form is located at http://caltrans-opac.ca.gov/aeinfo.htm. According to the terms of the contract, invoices will be submitted monthly for each task order.

If invoice submittals lag by more than one month, advise the consultant in writing that they are no longer in contract compliance.

Invoice processing involves 4 steps:

  1. Receiving the invoice
  2. Verifying accuracy of the invoice
  3. Paying the invoice
  4. Storing the records