Consultant Invoices


  1. Change e-Builder status to “Consultant Selection.”
  2. Complete and send Exposure Checklist form to Risk Management.
  3. Verify consultant's COVID protocol information.
  4. If design fee will not exceed $300,000 and no specialized skills are needed, select from consultant roster and go to Consultant Contracting.
  5. If fee exceeds $300,000, prepare Board of Trustees (BOT) action item to award design.
  6. If design fee exceeds $300,000 or highly specialized skills are needed, begin Request for Qualifications (RFQ) process.
  7. Update e-Builder to add consultants.
  8. Process consultant invoices as they are received.

Return to PW Procedures

Processing Invoices

Using the e-Builder process, review the invoice to confirm: 

  • Work completed is accurate
  • Correlation with consultant contract fee
  • Invoice dates
  • New field order number is correct

For accurate invoices, mark “Reviewed” in e-Builder action field to forward to Capital Budget for processing.

If incorrect, mark “Revise” in e-Builder action field to send to consultant for rework. Give details in comments if consultant revision is required.