5. SALESFORCEReport Template (5).xlsx
XLSX spreadsheet 39 KB Posted
- Attached to
- Salesforce Implementation Services
- Contract number
- 505ENT-O17-SALESFORCE-00
- Issued by
- Wisconsin
About this file
This document is a report template for Salesforce Implementation Services used by state and local government entities in Wisconsin. The template is administered by the Wisconsin Department of Administration (DOA), specifically through contact Ryan R. Baker, and requires contractors to submit periodic reports via email to the InnovationCenter@wisconsin.gov address. The template is designed to track Statements of Work (SOWs) received and acted upon by contractors during specified reporting periods established by the state.
The contract vehicle covers Salesforce implementation services for various government customers including state agencies, municipalities, and other local jurisdictions. Contractors must report detailed information about each SOW including customer contact information, project names and numbers, dates received, response status, award outcomes, and project phase status during the reporting period. The template specifically requires reporting of actual payments received during the reporting period, excluding prior period amounts or future billings. The reporting system tracks both new SOWs and updates to previously reported projects, with conditional data entry requirements that activate when contractors indicate they responded to or were awarded specific projects.
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Text version
Report
| Salesforce Implementation Services Report | |||||||
| Instructions: Use this template to report the SOWs received and acted on during the reporting period. Reporting periods are provided by the State. | Contractor Name: | Report Start Date: | |||||
| Report End Date: | |||||||
| Click here to email the report. | |||||||
| Customer Information | Statement of Work (SOW) Detail | ||||||
| Customer Name | |||||||
| (State, Municipality, etc.) | Contact Name | Contact Email Address | Initial Contact Date | Project Name / Number | |||
| Baker, Ryan R - DOA: Enter the project name and number (if available) listed in the SOW. | Date Received | ||||||
| Baker, Ryan R - DOA: Enter the date you received the SOW from the customer. | Previously Reported | ||||||
| Baker, Ryan R - DOA: Was this SOW/project listed in a previous report? This is helpful in determining if a new SOW is being reported or an existing report is being updated. | Responded to SOW? |
Baker, Ryan R - DOA: Indicate if your company responded to customer's SOW.
When "Yes", columns F thru H will turn white indicating answers are required.
Awarded Project?
| Baker, Ryan R - DOA: Indicate if your company was selected by customer to complete SOW. | Project Status During Report Period |
| Baker, Ryan R - DOA: Provide a brief status of project during the report period. For example, Design, Development, Implementation, etc. Indicate if project changed phases during report period. | Total Billed and Paid During Report Period |
| Baker, Ryan R - DOA: Do not include amounts prior to report period or future bills/payments. Report only actual payments received during report period. | Comments |
mailto:InnovationCenter@wisconsin.gov?cc=brenda.derge@wisconsin.gov&subject=Salesforce%20Implementation%20Services%20Report Reference
| Responded to SOW? | Previously Reported |
| Yes | Yes |
| No | No |
| Pending |
File details come from the government source that posted it. Updated .