INVOICE - Technical Assistance Services - Form - 2 - Submit completed invoice

Sep 21, 2026

Invoice template for Technical Assistance Services. Includes sender and recipient sections with company, address, email, and NYSERDA project manager details. Collects customer name, title, signature, invoice date range, and totals such as total project cost, amount invoiced to customer, and amount invoiced to date. Requires staff titles, hourly rates, task hours and dates, expense totals with supporting documentation, and copies of metering equipment or labor invoices when applicable. Provides labor and task line tables plus labor totals and expenses.

LanguageEnglish

CategoryInvoices

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Invoice Details

Parties and Totals

Required Supporting Information

Labor Table and Task Percent Complete

Expenses and Totals

INVOICE Technical Assistance Services | FROM: | | | | --- | --- | --- | | | | | | Company Name | Email Address: | | | Street Address | | | | City | State | Zip | | TO: | | | | | | | | NYSERDA Project Manager Name
Total Project Cost: Total Invoice Amount:
Amount Invoiced to Customer: Invoice Date Range:
Total Amount Invoiced to Date (including this invoice):
*Required for 100% cost share projects, otherwise optional: | | | *Customer Name & Title *Customer Signature Please include the following information by Combining PDF Files or Adding information below: • Staff titles (FlexTech Consultants Only: Titles should align with staff titles used in Exhibit E Rate Schedule) • Hourly rates, hours worked on each task and dates work was conducted (FlexTech Consultants Only: Rates should align with Exhibit E Rate Schedule) • Expenses (Include total dollar amount related to expenses for this invoicing period. Attach supporting documentation) • A copy of the metering equipment/labor invoice(s), if applicable | Date | Staff Title | Rate | Hours | Total $s | Notes | | --- | --- | --- | --- | --- | --- | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Labor Totals | | | 0 | 0 | Expenses: | Instructions: Include all tasks as they are written in the NYSERDA Approved Scope of Work. The “% Complete” column represents the amount of work completed on a task atthe time the invoice is submitted. | Task Description from NYSERDA Approved Scope of Work | % Complete | | --- | --- | | Example: Task 1-Data Collection | | | Example: Task 2-Utility Analysis | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | COM-FT-invoice-form-1-v2 1/24

FAQs

What key invoice header information is required on this form?

The form requires sender and recipient details, NYSERDA project manager information, invoice date range, total project cost, total invoice amount, amount invoiced to customer, and total amount invoiced to date (including the current invoice).

What additional items must be provided for cost share projects?

For 100% cost share projects, the customer signature section and required cost share fields must be completed; the form also specifies that certain items are required for cost share projects and otherwise optional depending on the project type.

What information is needed to complete the labor and expenses sections?

Include staff titles, hourly rates, hours worked on each task with dates work was conducted, and total expense amounts with supporting documentation. If applicable, attach copies of metering equipment or labor invoices.

Sep 21, 2026

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