Consultant Invoices

Consultants

  1. Change Trimble Unity Construct (e-Builder) status to “Consultant Selection.”
  2. Complete and send Exposure Checklist form to Risk Management.
  3. If design fee will not exceed $500,000 and no specialized skills are needed, select from consultant roster and go to Consultant Contracting.
  4. If fee exceeds $500,000, prepare Board of Trustees (BOT) action item to award design.
  5. If design fee exceeds $500,000 or highly specialized skills are needed, begin Request for Qualifications (RFQ) process.
  6. Update Trimble Unity Construct (e-Builder) to add consultants.
  7. Process consultant invoices as they are received.

Return to PW Procedures

Processing Invoices

Using the Trimble Unity Construct (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 Trimble Unity Construct (e-Builder) action field to send to consultant for rework. Give details in comments if consultant revision is required.