Attachment B - Schedule of Values and Invoice Logic Summary - Sample.xlsx

This is a sample Schedule of Values and Invoice Logic Summary template for Initial Outfitting & Transition (IO&T) services supporting the activation of the AMLC APS-4 Warehouse at Camp Carroll, Republic of Korea. The template establishes a contract value of $1,000,000 structured across three primary Contract Line Item Numbers (CLINs): Comprehensive Project Management Services ($100,000), Comprehensive Equipment Planning Services ($450,000), and Comprehensive Transition Planning Services ($450,000). Each CLIN is subdivided into four numbered milestones with corresponding scheduled values and completion percentages. The sample demonstrates a 50 percent completion status across all line items, with $500,000 invoiced to date and $500,000 remaining balance.

The template includes detailed milestone definitions for Equipment Planning (10%, 50%, and 100% completion thresholds based on validation documents, equipment list submissions, and procurement package acceptance), Transition Planning (35%, 65%, and 100% completion triggers tied to transition plan submissions and installation delivery), and Final Turnover and Closeout (90% and 100% completion upon service completion and DMLSS delivery). The document provides a standardized format for contractors to document work progress, invoice amounts, and government acceptance milestones, serving as a sample reference for application preparation and invoicing procedures under this non-personal services task order.