2007023260att08-report-of-contract-usage_rev_051322.xlsx

XLSX spreadsheet 64 KB Posted

Attached to
Books, Serials, Databases, and Library Resource Management Products
Contract number
23260
Issued by
New York

About this file

This document is a New York State Contract Usage Reporting Template (Solicitation 23260) for Books, Serials, Databases, and Library Resource Management Products. The template is designed for contractors to report detailed contract usage across four distinct lots, with the primary contracting entity being the New York State Office of General Services (OGS). The document provides a structured spreadsheet format for contractors to record procurement details, including purchase orders, authorized users, product information, and pricing metrics.

The contract covers multiple product categories including books, databases, library resources, and management products, with provisions for both perpetual access and subscription-based purchases. The reporting template allows for tracking key procurement metrics such as list prices, contract net prices, discounts (with a sample 24.99% discount demonstrated), and extended pricing. The document supports reporting across different library types and tiers, enabling granular tracking of purchases by various authorized users within the New York State government ecosystem. While specific contract values are not populated in the sample, the template is designed to capture comprehensive transactional data for contract compliance and spending analysis.

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Instructions

NEW YORK STATE
Attachment 8 - Report of Contract Usage (Revised 05/13/2022)
SOLICITATION 23260 - BOOKS, SERIALS, DATABASES, AND LIBRARY RESOURCE MANAGEMENT PRODUCTS

Enter your Contact information in the cells below. The information entered below will be prepopulated on the Contract Usage tab.

Contractor Name:
NYS Contract Number:

Contract Reporting Period (Dates):

A Contractor must complete all non-shaded cells on the worksheet. The shaded cells perform automatic calculations of the data entered and are locked or provide the Contractor with additional information in a read-only format. All other cells are read-only. Only those cells provided for entering Sales information are to be accessed by the Contractor.
Contract Usage Sheet
PO #Number on Authorized User's purchase order
Order DateDate Product was ordered (XX/XX/XXXX)
Contract #Contractor's Contract Number
Pricelist Item NumberItem Number listed on Contractor's Pricelist (i.e. 1, Cloth Binding - Trade)
Authorized UserAuthorized User placing purchase order with Contractor (i.e. DOT, OGS, Albany County, etc.)
ISBN/ISSNInternational Standard Book Number or International Standard Serial Number
Perpetual Access or SubscriptionThe length of Authorized User's purchase. Include time-defined license purhcases as Subscription
SKUStock Keeping Unit number used for ordering
Library TypeType of library Authorized User belongs to, as defined by Contractor's pricelist
TierAuthorized User's tier, as defined by Contractor's pricelist
Item DescriptionDescription of product
PublisherName of publisher, if applicable
QuantityQuantity purchased by the Authorized User for the term of the reporting period
List Price (Unit Price)Price published in the catalog for the item purchased
Extended Price (List)The Multiplied Value of Quantity and List Price
Contract Net PriceUnit Price of the product that an Authorized User will be invoiced
Contract Extended PriceThe Multiplied Value of Quantity and Contract Net Price
% Discount off ListThe percent difference between List Price and Contract Net Price

23260 - Attachment 8 (Revised 05/13/2022) &A &P of &N

ContractUsage - Lot 1

Contractor Name:0
Lot Number:1
Contract Reporting Period (Dates):0
Contract Number:0
PO #Order Date (XX/XX/XXXX)Contract #Pricelist Item NumberAuthorized UserISBN/ISSNItem DescriptionPublisherQuantityList PriceExtended Price (List)% Discount off List PriceContract Net PriceNet Handling Service ChargeContract Extended PriceProduct Category
Sample: 12-123456/1/2022PC123451Office of General Services978-1401210823The Absolute Sandman, Vol. 1Vertigo2$99.99$199.9824.99%$75.00$4.99$154.991
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&A &P of &N

ContractUsage - Lot 2

Contractor Name:0
Lot Number:2
Contract Reporting Period (Dates):0
Contract Number:0
PO #Order Date (XX/XX/XXXX)Contract #Pricelist Item NumberAuthorized UserISBN/ISSNPerpetual Access or SubscriptionItem DescriptionPublisherQuantityList PriceExtended Price (List)% Discount off List PriceContract Net PriceNet Handling Service ChargeContract Extended PriceProduct CategoryPerpetual or Subscription
Sample: 12-123456/1/22PC123451Office of General Services978-1401210823Perpetual AccessThe Absolute Sandman, Vol. 1Vertigo2$99.99$199.9824.99%$75.00$4.99$154.991Perpetual Access
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&A &P of &N

ContractUsage - Lot 3

Contractor Name:0
Lot Number:3
Contract Reporting Period (Dates):0
Contract Number:0
PO #Order Date (XX/XX/XXXX)Contract #Authorized UserSKULibrary TypeTierItem DescriptionQuantityList PriceExtended Price (List)% Discount off List PriceContract Net PriceContract Extended Price
Sample: 12-123456/1/2022PC12345Office of General ServicesULTI123Other1The Ultimate Database of Everything2$99.99$199.9824.99%$75.00$150.00

&A &P of &N

ContractUsage - Lot 4

Contractor Name:0
Lot Number:4
Contract Reporting Period (Dates):0
Contract Number:0
PO #Order Date (XX/XX/XXXX)Contract #Authorized UserSKULibrary TypeTierItem DescriptionQuantityList PriceExtended Price (List)% Discount off List PriceContract Net PriceContract Extended Price
Sample: 12-123456/1/2022PC12345Office of General ServicesULTI123Other1The Ultimate Library Resource Management Product2$99.99$199.9824.99%$75.00$150.00

&A &P of &N

Sheet1

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