Progress Reports and Invoices. The goals of this subtask are to: (1) periodically verify that satisfactory and continued progress is made towards achieving the project objectives of this Agreement; and (2) ensure that invoices contain all required information and are submitted in the appropriate format. The Recipient shall: • Submit a monthly Progress Report to the CAM. Each progress report must: o Summarize progress made on all Agreement activities as specified in the scope of work for the preceding month, including accomplishments, problems, milestones, products, schedule, fiscal status, and an assessment of the ability to complete the Agreement within the current budget and any anticipated cost overruns. See the Progress Report Format Attachment for the recommended specifications. • Submit a monthly or quarterly Invoice that follows the instructions in the “Payment of Funds” section of the terms and conditions, including a financial report on Match Fund and in-state expenditures. Products: • Progress Reports • Invoices
Progress Reports and Invoices. The goals of this subtask are to: (1) periodically verify that satisfactory and continued progress is made towards achieving the project objectives of this Agreement; and (2) ensure that invoices contain all required information and are submitted in the appropriate format. The Recipient shall: • Submit a monthly Progress Report to the CAM. Each progress report must: • Summarize all Agreement activities conducted by the Recipient for the preceding month, including an assessment of the ability to complete the Agreement within the current budget and any anticipated cost overruns. See the Progress Report Format Attachment for the recommended specifications. • Provide a synopsis of the project progress, including accomplishments, problems, milestones, products, schedule, fiscal status, and any evidence of progress such as photographs. • Submit a monthly or quarterly Invoice that follows the instructions in the “Payment of Funds” section of the terms and conditions. In addition, each invoice must document and verify: • Energy Commission funds received by California-based entities; • Energy Commission funds spent in California (if applicable); and • Match fund expenditures. Products: • Progress Reports • Invoices
Progress Reports and Invoices. 14 The goals of this subtask are to: (1) periodically verify that satisfactory and continued progress 15 is made towards achieving the project objectives of this Agreement; and (2) ensure that invoices 16 contain all required information and are submitted in the appropriate format. 18 The Recipient shall:
Progress Reports and Invoices. The Engineer shall conduct monthly project reviews, prepare monthly Progress Reports and Invoices for review and approval. Progress Reports shall include a brief discussion of the activities conducted during the reporting period and activities planned for the upcoming month, and describe any problems/delays encountered and remedial actions needed and/or exercised to alleviate the same.
Progress Reports and Invoices. The goals of this subtask are to: (1) periodically verify that satisfactory and continued progress is made towards achieving the project objectives of this Agreement; and (2) ensure that invoices contain all required information and are submitted in the appropriate format. The Recipient shall: • Submit a monthly Progress Report to the CAM. Each progress report must: • Summarize all Agreement activities conducted by the Recipient for the preceding month, including an assessment of the ability to complete the Agreement within the current budget and any anticipated cost overruns. See the Progress Report Format Attachment for the recommended specifications. • Provide a synopsis of the project progress, including accomplishments, problems, milestones, products, schedule, fiscal status, and any evidence of progress such as photographs. • Include copies of any federal agency correspondence that relates to the project’s status. Examples of correspondence include reports, summaries, letters, or emails that discuss project performance and the results of project review meetings with the federal agency. • In lieu of the monthly progress report and with the CAM’s approval, submit one or more progress reports submitted to the awarding federal agency. The federal report(s) must contain information similar to that required in the Energy Commission monthly progress reports. • Submit a monthly or quarterly Invoice that follows the instructions in the “Payment of Funds” section of the terms and conditions. In addition, each invoice must document and verify: • Energy Commission funds received by California-based entities; and • Energy Commission funds spent in California (if applicable). Products: • Progress Reports • Invoices
Progress Reports and Invoices. The goals of this subtask are to: (1) periodically verify that satisfactory and continued progress is made towards achieving the objectives of this Agreement; and (2) ensure that invoices contain all required information and are submitted in the appropriate format. The Contractor shall: • Submit a Monthly Progress Report to the CAM. Each progress report must: o Summarize all Agreement activities conducted by the Contractor for the preceding month, including an assessment of the ability to complete the Agreement within the current budget and any anticipated cost overruns. See the Progress Report Format Attachment for the recommended specifications or format as specified by the CAM. o Provide a synopsis of the project progress, including accomplishments, problems, milestones, deliverables, schedule, fiscal status, and any evidence of progress such as photographs. o Each monthly progress report is due within 10 working days after the first of each month. Progress reports will be submitted with each Monthly invoice. • Submit a Monthly Invoice that follows the instructions in the “Payment of Funds” section of the terms and conditions. o Monthly invoices include all reimbursable expenses incurred performing work under this Agreement, including any required Invoice Backup Documentation, in compliance with the terms and conditions of this Agreement. o The invoice format and content shall be specified by the CAM. In addition, an Account Summary sheet of Agreement activities as specified by the CAM will be attached to the invoice. o Each monthly invoice is due within 10 working days after the first of each month. Invoices will be submitted with each Monthly Progress Report. o Invoices must be submitted to the Energy Commission’s Accounting Office. Deliverables: • Monthly Progress Reports • Monthly Invoices • Invoice Backup Documentation
Progress Reports and Invoices. The goals of this subtask are to: (1) periodically verify that satisfactory and continued progress is made towards achieving the project objectives of this Agreement; and (2) ensure that invoices contain all required information and are submitted in the appropriate format. The Recipient shall: ● Submit a monthly Progress Report to the CAM. Each progress report must: o Summarize progress made on all Agreement activities as specified in the scope of work for the preceding month, including accomplishments, problems, milestones, products, schedule, fiscal status, and an assessment of the ability to complete the Agreement within the current budget and any anticipated cost overruns. See the Progress Report Format Attachment for the recommended specifications. o Include information on feedstock types (including categorization as primary and other) and quantity (wet/dry tons). Feedstocks information should be reported with the progress reports and, at the end of the year, should include the total annual amounts by feedstock types). ● Submit a monthly or quarterly Invoice that follows the instructions in the “Payment of Funds” section of the terms and conditions, including a financial report on Match Fund and in-state expenditures. Products: ● Progress Reports ● Invoices
Progress Reports and Invoices. The Engineer shall conduct monthly project reviews, prepare monthly Progress Reports and DocuSign Envelope ID: BB9CB9F4-FE9A-4C53-8095-241296FD342F Invoices for review by the State. Progress Reports shall include a brief discussion of the activities conducted during the reporting period and activities planned for the upcoming month, and describe any problems/delays encountered and remedial actions needed and/or exercised to alleviate the same. The progress report will use a bar chart diagram to indicate the percentage complete of each task shown on the previous report and the percentage completion of each task.
Progress Reports and Invoices. As part of the project, the Consultant will prepare monthly progress reports that describe the work items and percentage of work items that were accomplished during a given month, as well as a forecast of work to be completed over the following month. Progress report will include a status of budget spent and remaining. The monthly progress reports will also identify other issues or problems that may occur in any given month, if any. The Consultant will submit these monthly progress reports to the City’s Project Manager with the monthly invoices. The Consultant Project Manager will notify City’s Project Manager, in writing (memo format), of any out of scope and/or budgetary issues that are inconsistent with this Scope of Services. Assumptions: • This contract duration shall be no longer than 12 months • Project kickoff meeting will be held at the City offices. Monthly meetings will be held virtually. • Maximum of two (2) project schedule updates will be prepared. • Meetings between Consultants will be conducted under other scope tasks. Deliverables: • Kickoff Meeting Agenda and Summary of Meeting Notes/Action Items. • Project Work Plan and change management procedures submitted via e-mail in PDF format. One (1) project Work Plan will be submitted. • Project Schedule (PDF format via Microsoft Project) and up to two (2) updates. • Project Meeting Agendas for up to 12 meetings and notes/action items. • Invoices and Progress Reports. Task 2 – Public Outreach
Progress Reports and Invoices. The goals of this subtask are to: (1) periodically verify that satisfactory and continued progress is made towards achieving the project objectives of this Agreement; and (2) ensure that invoices contain all required information and are submitted in the appropriate format. The Recipient shall: • Submit a monthly Progress Report to the CAM. Each progress report must: o Summarize progress made on all Agreement activities as specified in the scope of work for the preceding month, including accomplishments, problems, milestones, products, schedule, fiscal status, and an assessment of the ability to complete the Agreement within the current budget and any anticipated cost overruns. See the Progress Report Format Attachment for the recommended specifications. • Submit a monthly or quarterly Invoice that follows the instructions in the “Payment of Funds” section of the terms and conditions, including a financial report on Match Fund and in-state expenditures. • When submitting an invoice that includes reimbursement of bill protection fund compensation Recipient shall provide supporting documentation detailing how the compensation amount was calculated and shall address any questions CAM has about the calculation and supporting documentation Products: • Progress Reports • Invoices
