Contractor shall submit claims for reimbursement of pre-approved Travel Expenses no later than 60-days after the end of the month in which the Key Personnel incurred any such Travel Expenses. The JCC will make payment in arrears receipt of the Contractor’s properly completed invoice package. The submitted invoice package shall be substantially in the form and substance as set forth in Exhibit G, Attachment E, Sample Invoice Package, and at a minimum include the following: Monthly Summary Statement at Master Agreement-Level The Contractor's name and address; The taxpayer identification number (the Contractor’s federal employer identification number); Date of the summary statement; The Master Agreement number; The appropriate discount rate (percentage) from the Master Agreement Heading titled “ISD Work Orders:” and including the following for each ISD Work Order for the invoice period: (ISD Work Orders are distinguished by an ISD prefix in the Work Order number) Work Order Number Name of Key Personnel The subtotal amount for Work performed, Deliverable(s) made; The subtotal amount for Maintenance and Support; The discount rate and discounted amount to be subtracted from the subtotals for Work performed, Deliverable(s) made, and Maintenance and Support; and The net invoice amount for the Work A Subtotal for ISD Work Orders; Heading titled for each non-ISD Work Order “[non-ISD acroynym] Work Orders:” and including the following for each non-ISD Work Order for the invoice period: (non-ISD Work Orders are distinguished by an acronym other than ISD prefix in the Work Order number) Work Order Number Name of Key Personnel The subtotal amount for Work performed, Deliverable(s) made; The subtotal amount for After-Hours Maintenance and Support; The discount rate and discounted amount to be subtracted from the subtotals for Work performed, Deliverable(s) made, and After-Hours Maintenance and Support; and The net invoice amount for the Work Order; A Subtotal for each non-ISD Work Orders; and A Total for all Work Orders. Detailed Invoice at Work Order-Level The Contractor's name and address; The taxpayer identification number (the Contractor’s federal employer identification number); The “Bill To” address;
WORK ORDER REQUEST FORM (WORF) Technical Staff Augmentation Services (To Be Filled-in by Master Agreement Holder) MASTER AGREEMENT NAME: MASTER AGREEMENT #: CANDIDATE’S NAME: Part 1 - Requirements (To Be Filled-in by JCC) WORF #: Position Classification: # of Positions of this Classification being Solicited by this WORF Project Title: Summary of Work Budgetary Limitations and Requirements Maximum Annual Budget, excluding travel: Initial Term $xxx,xxx 1st Option Term $xxx,xxx 2nd Option Term $xxx,xxx Funding has been approved and specifically set aside for this WORF: Funding Project Cost Center (PCC) Designated Home Base: Travel Will Travel of Key Personnel away from Home Base be required to perform the Work of the Work Order? Will/Will not be required Estimated Percentage of Time Key Personnel will be Required to Travel: % Anticipated Travel Destinations: Estimated Amount for Reimbursable Travel for WO Initial Term: $ Equipment Requirements Will Candidate be required to provide mobile phone for project purposes? Yes/No
Exhibit G Attachment 5C After-Hours Maintenance and Support Authorization Judicial Council of California Maintenance and Support Authorization Form If After-Hours Maintenance and Support has been designated as “May Be Required” in the Work Order, this authorization form must be completed and approved by JCC Project Manager prior to after-hours support being worked. The form is used to request estimated after-hours support hours and document actual hours worked for invoicing purposes. Photocopies of claims or incomplete authorization forms will not be processed. Key Personnel name must be clearly stated to avoid a delay in processing. This authorization form must be signed by the JCC Project Manager and submitted as backup to related invoice. Work #: Key Personnel Name: Project Manager Name: Max Needed (initial request) Date Actual Time Number of Hours Description From To Signed: Date: Approved: Date: