7360022802AppendixI_PRB02.xlsx

XLSX spreadsheet 71 KB Posted

Attached to
Information Technology Umbrella Contract – Manufacturer Based (Statewide)
Contract number
22802
Issued by
New York

About this file

This document is a Quarterly Sales Report (Appendix I) for a state and local government contract vehicle, specifically covering sales for the period of January-March 2023. The report encompasses multiple lots including Software, Hardware, Cloud Services, and Implementation Services, with Tech Nology Inc. as the primary contractor. The report involves various New York State agencies and authorized users, including the Department of Health, Office of the State Comptroller, Department of Transportation, Nassau County, and multiple SUNY institutions, among others.

The contract includes detailed sales transactions across four service lots, with pricing mechanisms that involve administrative fees, net contract prices, and percentage-based remittances to the Office of General Services (OGS). The report tracks 209 total submissions from 190 umbrella vendors, 4 divisions, and 15 resellers, with 38 non-submitting entities. Transaction details include specific product SKUs, quantities, list prices, contract prices, and authorized user information. The contract appears to have specific fee structures, including a 0.10% surcharge to contractors, a 0.75% fee remittance, and a 15% payment mechanism from OGS, demonstrating a comprehensive financial tracking system for state and local procurement.

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Other files

File Type Posted
7360022802AggregateBuy_RFQ16-3.pdf PDF
7360022802AppendixC_PRB02.pdf PDF
7360022802AppendixF_PRB02.pdf PDF
7360022802Cloud_RFQ_PRB02.docx DOCX document
7360022802RFQParticipation_PRB02.docx DOCX document
7360022802Rider_DPP_PRB02.pdf PDF
7360022802Rider_DataSharing_PRB02.pdf PDF
7360022802AppendixA.pdf PDF
7360022802AppendixH_PRB02.xlsx XLSX spreadsheet
7360022802AppendixK_PRB02.pdf PDF
7360022802ContractorPage.pdf PDF
7360022802Riders_PRB02.pdf PDF
7360022802AggregateBuy_RFQ16-1.pdf PDF
7360022802AggregateBuy_RFQ20-01.pdf PDF
7360022802AppendixJ_PRB02.pdf PDF
7360022802RFQFinancial_PRB02.xlsx XLSX spreadsheet
7360022802Rider_FederalFunding_PRB02.pdf PDF
7360022802TC_PRB02.pdf PDF
7360022802pm.pdf PDF
7360022802AggregateBuy_RFQ18-01.pdf PDF
7360022802AppendixB_PRB02.pdf PDF
7360022802Cloud_RFQChecklist_PRB02.xlsx XLSX spreadsheet
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7360022802ContractorsResellers.xlsx XLSX spreadsheet
7360022802History.pdf PDF
7360022802HowToUse_PRB02.pdf PDF
7360022802RFQ_PRB02.docx DOCX document
7360022802Rider_Deviations_PRB02.xlsx XLSX spreadsheet
7360022802maintsupportagreement.xlsx XLSX spreadsheet
7360022802ra.pdf PDF
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Q Summary

Fill out column B for Contractors (Umbrella Vendors) who submitted directlyFill out column F for Divisions who submitted directly
(A Division is part of the Umbrella contractor's business that chooses to send in their reports separately from the prime Umbrella contractor.)Fill out column I for Resellers who submitted directly
sample answers below based on $115,000,000 in sales & 15% contractor feesample answers below based on $1,500,000 in sales & 15% contractor feesample answers below based on $3,000,000 in sales & 15% contractor fee
Quarter #1Quarter #1Quarter #1
Date RangeJan-Mar 2023Date RangeJan-Mar 2023Date RangeJan-Mar 2023
Vendor Classification
ContractorVendor Classification
DivisionVendor Classification
Reseller
Total Surcharge Remitted to Contractor from Division (.10%) (Division sales x .10%) (Contractor keeps this)$1,500Total Surcharge Remitted to Contractor from Reseller (.10%) (Reseller sales x .10%) (Contractor keeps this)$3,000
Total Fees Remitted to Contractor (.75%)
(by Umbrella Contractor) (sales x .75%)$862,500Total Fees Remitted to Contractor (.75%)

(by Umbrella Contractor Division) (sales x .75%) $11,250 Total Fees Remitted to Contractor (.75%) (by Umbrella Contractor Reseller)

(sales x .75%)$22,500
Total Monies OGS to pay Contractor (15%) (B7 x 15%)$129,375Total Monies OGS to Pay Contractor (15%) (F7 x 15%) (F8 + F6)$3,187.50Total Monies OGS to Pay Contractor (15%) (I7 x 15%) (I8 + I6)$6,375
Fees Remitted to OGS (B7 minus B8)$733,125Fees Remitted to OGS (F7 minus F8)$8,062.50Fees Remitted to OGS (I7 minus I8)$17,250
# of Umbrella Vendors that submitted quarterly report190# of Divisions that submitted quarterly report4# of Resellers that submitted quarterly report15
# of Umbrella Vendors that did not submit quarterly report18# of Divisions that did not submit quarterly report0# of Resellers that did not submit quarterly report20
sample answers below
TOTAL # of Reports received this quarter

Contractor/Division/Reseller

combined209
TOTAL # of Reports NOT received this quarter

Contractor/Division/Reseller combined 38

Did Contractor submit FULL fee owed to OGS for this quarter? yes

Non-Submittals Quarter Missing Contractor, Division, or Reseller, (Use company or division name of who is submitting) Contract # (PMxxxxx) Contact Name Contact Email Contact Phone Action Taken

Instructions Instructions: Contractor shall furnish OGS a report of all sales provided under the Contract on a quarterly basis, to be established by OGS utilizing “Appendix I - Report of Contract Sales” template. Purchases by Non-State Agencies, political subdivisions and others authorized by law shall be reported in the same report and indicated as required. In order to uniformly and accurately record authorized user information, a drop-down list has been provided in Column R which allows the contractor to select 'State', 'SUNY' or 'Other' for each entity. For purchases made by a State Agency or SUNY, Contractor must then select the entity name from the drop down list found in Column S. For purchases made by 'Other' authorized users, the entity name may be manually entered by the Contractor in Column S .

All fields of information shall be accurate and complete, and please designate SDVOB and/or MWBE where applicable.

All Manufacturer Part Numbers (SKUs) in Column M must match the Manufacturer Part Numbers (SKUs) listed on the Contractor's Appendix E - Price Pages.

The report is to be submitted electronically in Microsoft Excel format unprotected, via e-mail to the attention of the designated OGS Procurement Services Contract Administrator and shall reference the Group Number, Award Number, Contract Number, Sales Period, Contractor's Name and all other fields required. OGS reserves the right to amend the “Appendix I - Report of Contract Sales” template or to require sales to be reported in a different format. Further, additional related sales information and/or detailed Authorized User purchases may be required by OGS and must be supplied upon request.

For Column W, Contractors should only add a Quantity other than "1" if the product has a specific time frequency (e.g. monthly license subscriptiop, Cumsonumption CLoud, # of hoursfor implementation, etc.). If there is no time frequency for a product or if it is an annual subscription purchase, then insert a "1:" into Column W and leave Column X blank.

Upated: 11/7/2023

Lot 1 Software

Contractor (or Division or Reseller) InfoTransaction/ PO InfoAuthorized User Contact Info
Status Designation (If Applicable)
contractor_division_reseller_name
(use company name or division name of whomever is reporting sale)federal_id_numbernys_vendor_id_numberMBEWBEMWBESDVOBSBEdate_report_submittedcontractor,_contact_namecontractor_contact_phone_numbercontractor_contact_emailcontract_numberquarter_endingorder_datepo_numberstate_SUNY_or_non_stateauthorized_user_entity_name (State or SUNY)authorized_user_entity_name (Non-State)authorized_user_zip_codeproduct_name_descriptionskuquantityTime Multiplier
(if Applicable)Time Measurement
(If Applicable)list_priceNYS Net Contract PriceAuthorized User Net Price per UnitExtended Authorized User PriceAdministrative Fee
per UnitExtended Administrative Feeauthorized_user_contact_nameauthorized_user_contact_emailauthorized_user_contact_phone
Tech Nology Inc.48-111111114099999994/8/23Ben Franklin800-123-1234ben.franklin@basic.tech.comPMxxxxx3/31/232/12/23PO1111111Non-StateNassau County11501Software License for "Fast Moving Services"3BA09046JA112months1,940.001,940.001,000.0012,000.007.5090.00John Doejohn.doe@nassaucounty.gov516-123-1234
Tech Nology Inc.48-111111114099999994/8/23Ben Franklin800-123-1234ben.franklin@basic.tech.comPMxxxxx3/31/232/10/23POIT12121StateDOH- Department of Health12242Enterprise Medical Licenses4A6565610months4,080.004,080.003,000.00180,000.0022.501,350.00Jim Doejim.doe@doh.ny.gov516-123-1235
Tech Nology Inc.48-111111114099999994/8/23Joan Mallard800-123-1234jmallard@tech-nology.comPMxxxxx3/31/231/18/23POIT555StateOSC -Office of the State Comptroller12242Audit Licenses "spies in the skies" - multi userZ12542801years5,080.005,080.004,000.001,120,000.0030.008,400.00Joan Doejoan.doe@osc.ny.gov516-123-1236
Tech Nology Inc.48-111111114099999994/8/23Brett Michaels800-123-1234brett.michaels@bestt.comPMxxxxx3/31/233/28/23PO814Non-StateVilliage of Triangle14190XYZ mainframe stand w-shelf3BA0740JA256days48.0048.0024.003,600.000.1827.00Jed Doejed.doe@trianglevillage.co516-123-6789
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0

Lot 2 Hardware

Contractor (or Division or Reseller) InfoTransaction/ PO InfoAuthorized User Contact Info
Status Designation (If Applicable)
contractor_division_reseller_name
(use company name or division name of whomever is reporting sale)federal_id_numbernys_vendor_id_numberMBEWBEMWBESDVOBSBEdate_report_submittedcontractor,_contact_namecontractor_contact_phone_numbercontractor_contact_emailcontract_numberquarter_endingorder_datepo_numberstate_or_non_stateauthorized_user_entity_name (State or SUNY)authorized_user_entity_name (Non-State)authorized_user_zip_codeproduct_name_descriptionskuquantityTime Multiplier
(if Applicable)Time Measurement
(If Applicable)list_priceNYS Net Contract PriceAuthorized User Net Price per UnitExtended Authorized User PriceAdministrative Fee
per UnitExtended Administrative Feeauthorized_user_contact_nameauthorized_user_contact_emailauthorized_user_contact_phone
Tech Nology Inc.48-111111114099999994/8/23Brett Michaels800-123-1234brett.michaels@bestt.comPMxxxxx3/31/233/28/23PO814Non-StateVilliage of Triangle14190XYZ mainframe stand w-shelf3BA0740JA25148.0048.0024.00600.000.184.50Jed Doejed.doe@trianglevillage.co516-123-6789
Tech Nology Inc.48-111111114099999996/17/23Brett Michaels800-123-1234brett.michaels@bestt.comPMxxxxx3/31/233/28/23PO814StateDOT- Department of Transportation14190Great Big Monitor3ZB40323C4148.0048.0024.0096.000.180.72John Smithjohn.smith@dot.ny.gov518-292-4742
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0

mailto:john.smith@dot.ny.gov Lot 3 Cloud

Contractor (or Division or Reseller) InfoTransaction/ PO InfoAuthorized User Contact Info
Status Designation (If Applicable)
contractor_division_reseller_name
(use company name or division name of whomever is reporting sale)federal_id_numbernys_vendor_id_numberMBEWBEMWBESDVOBSBEdate_report_submittedcontractor,_contact_namecontractor_contact_phone_numbercontractor_contact_emailcontract_numberquarter_endingorder_datepo_numberstate_SUNY_or_non_stateauthorized_user_entity_name (State or SUNY)authorized_user_entity_name (Non-State)authorized_user_zip_codeproduct_name_descriptionskuquantityTime Multiplier
(if Applicable)Time Measurement
(If Applicable)list_priceNYS Net Contract PriceAuthorized User Net Price per UnitExtended Authorized User PriceAdministrative Fee
per UnitExtended Administrative Feeauthorized_user_contact_nameauthorized_user_contact_emailauthorized_user_contact_phone
Tech Nology Inc.48-111111114099999994/8/23Ben Franklin800-123-1234ben.franklin@basic.tech.comPMxxxxx3/31/232/12/23PO1111111Non-StateNassau County11501Software License for "Fast Moving Services"3BA09046JA112months1,940.001,940.001,000.0012,000.007.5090.00John Doejohn.doe@nassaucounty.gov516-123-1234
Tech Nology Inc.48-111111114099999994/8/23Ben Franklin800-123-1234ben.franklin@basic.tech.comPMxxxxx3/31/232/10/23POIT12121StateDOH- Department of Health12242Enterprise Medical Licenses4A6565610months4,080.004,080.003,000.00180,000.0022.501,350.00Jim Doejim.doe@doh.ny.gov516-123-1235
Tech Nology Inc.48-111111114099999994/8/23Joan Mallard800-123-1234jmallard@tech-nology.comPMxxxxx3/31/231/18/23POIT555StateOSC -Office of the State Comptroller12242Audit Licenses "spies in the skies" - multi userZ12542801years5,080.005,080.004,000.001,120,000.0030.008,400.00Joan Doejoan.doe@osc.ny.gov516-123-1236
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0
- 00- 0

Lot 4 Implementation Services

Contractor (or Division or Reseller) InfoTransaction/ PO InfoAuthorized User Contact Info
Status Designation (If Applicable)
contractor_division_reseller_name
(use company name or division name of whomever is reporting sale)federal_id_numbernys_vendor_id_numberMBEWBEMWBESDVOBSBEdate_report_submittedcontractor,_contact_namecontractor_contact_phone_numbercontractor_contact_emailcontract_numberquarter_endingorder_datepo_numberstate_or_non_stateauthorized_user_entity_name (State or SUNY)authorized_user_entity_name (Non-State)authorized_user_zip_codeproduct_name_descriptionskuquantityTime Multiplier
(if Applicable)Time Measurement
(If Applicable)list_priceNYS Net Contract PriceAuthorized User Net Price per UnitExtended Authorized User PriceAdministrative Fee
per UnitExtended Administrative Feeauthorized_user_contact_nameauthorized_user_contact_emailauthorized_user_contact_phone
Tech Nology Inc.48-111111114099999994/8/23Ben Franklin800-123-1234ben.franklin@basic.tech.comPMxxxxx3/19/232/12/23PO1111111Non-StateNassau County11501Engineer Level 3ENG3BVA112hous400.00300.00250.003,000.001.8822.50John Doejohn.doe@nassaucounty.gov516-123-1234
- 00- 0
- 00- 0
- 00- 0
- 00- 0
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- 00- 0
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AU List

AUTHORIZED USER LISTStateSUNYNon-State
511NYAdirondack Community College
APA- Adirondack Park AgencyBroome Community College, SUNY
ABO- Authorities Budget OfficeCayuga Community College
Battery Park City AuthorityClinton Community College
Board of ElectionsColumbia-Greene Community College
NYSBA- Bridge AuthorityCorning Community College
BFSA- Buffalo Fiscal Stability AuthorityDutchess Community College
Central Pine Barrens Joint Planning and Policy CommissionErie Community College
CUNYFashion Institution of Technology
SCOC-Commission of CorrectionFinger Lakes Community College
CJC- Commission on Judicial ConductFulton-Montgomery Community College
CorcraftGenesee Community College
CCF- Council on Children and FamiliesHerkimer County Community College
Council on the ArtsHudson Valley Community College
AGM- Department of Agriculture and MarketsJamestown Community College
CS- Department of Civil ServiceJefferson Community College
DOCCS- Department of Corrections and Community SupervisionMid-Hudson Region Small Business Development Center
NYSED- Department of EducationMohawk Valley Community College
DEC- Department of Environmental ConservationMonroe Community College
DFS- Department of Financial ServicesNassau Community College
DOH- Department of HealthNiagara County Community College
DOL- Department of LaborNorth Country Community College
DMV- Department of Motor VehiclesOnondaga Community College
DPS- Department of Public ServiceOrange County Community College
DOS- Department of StateRockland Community College
DTF- Department of Taxation and FinanceSchenectady County Community College
DOT- Department of TransportationSuffolk County Community College
DDPC- Developmental Disabilities Planning CouncilSullivan County Community College
Division of Consumer ProtectionSUNY Albany (University at Albany)
DCJS- Division of Criminal Justice ServicesSUNY Alfred State (College of Ceramics)
DHSES- Division of Homeland Security and Emergency ServicesSUNY Alfred State (College of Technology)
DHR- Division of Human RightsSUNY Binghamton (Binghamton University)
DMNA- Division of Military and Naval AffairsSUNY Brockport
Division of State PoliceSUNY Brooklyn Educational Opportunity Center
DTA- Division of Tax Appeals and Tax Appeals TribunalSUNY Buffalo (University at Buffalo)
DOB- Division of BudgetSUNY Buffalo State
DVA- Veterans AffairsSUNY Canton (College of Technology at Canton)
DASNY- Dormitory AuthoritySUNY Capital District Opportunity Center
ESD- Empire State DevelopmentSUNY Cobleskill (College of Agriculture & Technology)
NYSERDA - NYS Energy Research and Development AuthoritySUNY College of Optometry
EFC- Environmental Facilities CorporationSUNY Cornell University (College of Agriculture & Life Sciences)
ECFSA-Erie County Fiscal Stability AuthoritySUNY Cornell University (College of Human Ecology)
Financial Control BoardSUNY Cornell University (College of Veterinary Medicine)
Gaming CommissionSUNY Corning Community College
Geographic Information Systems ClearinghouseSUNY Cortland
GOER- Governor's Office of Employee RelationsSUNY Delhi (College of Technology at Delhi)
Governor's Traffic Safety CommitteeSUNY Downstate Medical Center
HESC- Higher Education Services CorporationSUNY Empire State College
HCR- Homes and Community RenewalSUNY EOC (Manhattan Educational Opportunity Center)
SONYMA- Housing Finance Agency/ State of NY Mortgage AgencySUNY ESF (College of Environmental Science and Forestry)
Hudson River Park TrustSUNY Farmingdale State College
Hudson River Valley GreenwaySUNY Fredonia
Javits CenterSUNY Geneseo
JCOPE- Joint Commission on Public EthicsSUNY Maritime College
Justice Center for the Protection of People with Special NeedsSUNY Morrisville
Liquidation BureauSUNY New Paltz
Liquor AuthoritySUNY NYS School of Industrial & Labor Relations at Cornell
MTA - Metropolitan Transportation AuthoritySUNY Old Westbury
MTA Inspector GeneralSUNY Oneonta
NIFA- Nassau County Interim Finance AuthoritySUNY Oswego
New York AssemblySUNY Plattsburgh
NYSIF- New York State Insurance FundSUNY Polytechnical Institute (SUNY CNSE)
Law Revision CommissionSUNY Polytechnical Institute (SUNY IT)
New York State SenateSUNY Potsdam
NYC 311SUNY Purchase
NYGOVSUNY Research Institute on Addictions (@ University at Buffalo)
Canal CorporationSUNY Small Business Development Corporation (Kingston)
ONA- New AmericansSUNY State University Plaza (System Administration)
OPWDD- Office of People with Developmental DisabilitiesSUNY Stony Brook
OFA- Office for the AgingSUNY Stony Brook - Long Island State Veterans Home
OPDV- Office for the Prevention of Domestic ViolenceSUNY Stony Brook - University Hospital
OASAS- Office of Alcoholism and Substance Abuse ServicesSUNY Upstate Medical University - Hospital Purchasing
OAG- Office of The Attorney GeneralSUNY Upstate Medical University (Health Sciences Center)
OCFS- Office of Children and Family ServicesTompkins Cortland Community College
OCT- Office of Counter TerrorismUlster County Community College
OEM- Office of Emergency ManagementWestchester Community College
Office of Fire Prevention and Control
OGS - Office of General Services
ITS - Information Technology Services
OIEC- Interoperable and Emergency Communications
OMIG- Medicaid Inspector General
OMH- Office of Mental Health
OPRHP- Parks, Recreation and Historic Preservation
OSC -Office of the State Comptroller
OTDA - Office of Temporary Disability Assistance
Office of the Governor
IG- Inspector General
OWIG- Office of the Welfare Inspector General
OVS- Office of Victim Services
ORDA- Olympic Regional Development Authority
Port Authority of NY and New Jersey
NYPA - New York Power Authority
RIOC- Roosevelt Island Operating Corporation
South Shore Estuary Council
SEFA - NYS Employees Federated Appeal
SUCF- State University Construction Fund
SUNY- See SUNY
NYSTRS- Teachers Retirement System
Thruway Authority
Unified Court System
WCB- Workers Compensation Board

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