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The Office of Audits has developed a directive entitled "Required
Standards for Consultant Invoices". This directive includes the invoice
information requirements for all Architectural/Engineering (AE) consultant
contracts entered into on or after July 1, 1997. We developed standards
for consultant invoices in order to facilitate payments, reduce the documentation
burden on consultants, simplify our internal procedures, and provide
consistency in our requirements. A copy of this directive can be obtained
by downloading the PDF. Consultant
Directive
(PDF, 43kb)
The directive refers to Standard Consultant Sample Invoice formats. These sample invoice formats are in Microsoft Excel for the following types of invoices. Click on the appropriate sample format and instructions to download the file.
Please note that the above invoice formats were updated on March 31,
2008 and are to be used for all contracts that were advertised on or
after January 1, 2006 utilizing the latest methods for calculating
fixed fee and split rates. These new formats allow for the following:
- Fixed
fee calculated as a percentage of direct labor only, rather than
direct labor plus payroll, burden and overhead.
- The billing of split
overhead rates, where applicable (i.e., different overhead rates
for home office and field work on the same invoice).
In addition, the following
sample Consultant Payroll Report format and Overhead Adjustment Calculation
Worksheet formats are available for use by consultants when preparing
invoices and calculating overhead adjustment amounts, where contractually
allowed. Click on the appropriate sample format to download the file.
If you need additional assistance, you may contact the Office of Audits
at (410) 545-8700 or by e-mail at audits@sha.state.md.us.
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