On October 2, 2025, Stephanie C. Renault and Doug Shea from the MBTA notified ACEC/MA about Version 3:
Below is the link to the MBTA’s Standard Operating Procedures.
https://www.mbta.com/capital-programs/standard-operating-procedures-sops-manual
Once you go to the Manual, under Contract Management you will find the SOP for Professional Services Invoicing. Version 3 of the Invoice Template is linked here.
A completed Sample of version 3 is posted here: MBTA Invoice Template Update – Version 3 sample PDF
Changes made to Version 3 include:
- All tabs: Addition of invoice date field.
- Sub Detail tab; to Updated to include Amount This Invoice.
- Invoice tab; Changed Principal line on Invoice tab to include Lump Sum (this is in the case of an executed Lump Sum action).
- Invoice tab; Updated Total Sub Consultant “This Invoice Amount” to compare to Sub Payments tab total.
- Sub Payments tab; Corrected the DBE % formula.
- Mileage tab; Added a column for action #.
If you find anything that needs clarification, please contact Stephanie Renault, Sr. Manager Audit & Closeout, MBTA, 10 Park Plaza Suite 5220| Boston, MA 02116 | Cell: 857.332.2059 | [email protected]
The MBTA plans to hold 1 more training session on the invoice template on November 12. You can sign up here: https://acecmassachusetts.growthzoneapp.com/eventcalendar/Details/mbta-training-on-new-professional-services-invoice-template-1436893?sourceTypeId=Website