WHERE & WHEN TO SUBMIT INVOICES

OFFICE OF GENERAL COUNSEL (OGC) RELATED INVOICING:
• Invoices must be submitted electronically to: occ@tamus.edu
• Invoices must be submitted monthly, or as otherwise stated in “Addendum B” of your OCC
• NEVER submit invoicing (originals or copies) directly to the agency in which services were provided

TECHNOLOGY COMMERCIALIZATION (TTC) RELATED INVOICING:
• Intellectual Property (IP) contracts that provide services directly to or through TTC may submit invoices to:
TTC-OC-Invoices@tamus.edu
• Invoices must be submitted monthly, or as otherwise stated in “Addendum B” of your OCC
• Firms with $0 IP contracts may continue submitting their invoices directly to agencies in which services were provided to

INVOICE SUBMISSION REQUIREMENT REMINDERS

1. Your monthly invoice submission must include ALL invoices for ALL matters and/or projects in which services were provided and/or expenses occurred during the period of ONE calendar month ONLY

2. As of September 1, 2019, the Office of the Attorney General (OAG) will NOT review late invoice submissions or invoice submissions that include late invoices, unless a written statement providing the reasonable justification for the delay has been provided along with your invoice submission

3. REQUIRED INVOICE VERIFICATION FORM

a. Form must be printed, completed, signed/dated by Lead Counsel or OCC Signatory, and included with your monthly invoice submission
b. Only one completed form is required per monthly invoice submission, per contract
c. This form replaces the previously required “Attorney Verification” letter provided on company letterhead

4. Invoices that request reimbursement of expenses MUST include copies of the actual itemized receipt, invoice or proof of payment for all expenses incurred; copies must be placed directly behind invoice and in the same order as listed on invoice

5. REIMBURSEMENT FOR MILEAGE EXPENSES
This information is required to be included with all invoice submissions that are requesting reimbursement for mileage expenses.

6. Timekeeper classifications and rates must be provided on all invoices, and must be identical to those provided in “Addendum B” of your OCC; rates and/or fees must not exceed those provided in “Addendum A” and/or your fee schedule provided in “Addendum B” of your OCC

7. All invoices must include your OCC number (ex. OCC 202#-710-####); invoice number; invoice date; name of project, matter, client and/or agency in which services were provided to and/or for

TEMPLATES

• OCC INVOICE
This invoice template provides many examples of the Office of Attorney General (OAG) invoice requirements.  Invoices that do not include all required information and/or supporting documents are considered incomplete, which may result in OAG declining to approve payment of the invoice.

WHERE TO LOCATE ALL OUTSIDE COUNSEL INVOICE REQUIREMENTS

• Outside Counsel Contract: Section 5. Compensation/Expenses; and Section 6. Invoices for Payment
• Texas Administrative Code: Rule §57.16, Invoices for Legal Services and Expenses
• OAG Letter to State Agencies, Universities, and Institutions of Higher Education