TPA Arlington 2022 Slide Deck

Collecting

Contracting – Establishing Scope , Fee, Schedule and Payment Terms

Generating Invoices – Timesheets, Sub invoices, Drafts, Finals

Doing the work – Managing staff and sub-consultants and delivering output

Collecting Payment - Diligent, persistent follow-up

Paying Sub-consultants

Milestones (after invoice sent) 7 days – Accounting confirms receipt 30 days – Accounting sends duplicate invoice 37 days – Accounting follow-up with phone call 45 days – PM follow-up 60 days – Principal follow-up 90 days – Stop Work

Disciplined, consistent follow-up is required Having a company policy and process helps

THE PRINCIPALS ACADEMY 2022

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