7570223235Attachment03.xlsx

XLSX spreadsheet 137 KB Posted

Attached to
Assistive Technology for Persons with Disabilities (Statewide)
Contract number
Not on record
Issued by
New York

About this file

This document is a quarterly contract sales reporting template (file 7570223235Attachment03.xlsx) from the New York State Office of General Services Procurement Services Group. The template is designed for contractors to report their sales under state contracts to various New York State agencies, local governments, and educational institutions. The document includes comprehensive instructions for completion and contains pre-formatted spreadsheets for both Lot 1 and Lot 2 contract sales, along with a detailed list of New York State agency abbreviations for proper reporting. Sample data shows transactions involving contractors like ACME Software, All Brand Sales, and Sell All Software selling to agencies such as the Office of Mental Health (OMH), Office of Temporary and Disability Assistance (OTDA), and local entities like NYC Education and Rockland County.

The contract vehicle covers technology products and services including software licenses (Online Wonder, Data Gopher, Web Filter) with various licensing models such as named user, concurrent user, and shared access. Pricing ranges from $500 to $2,000 per unit with quantities varying from 5 to 100 units per transaction. The reporting structure captures comprehensive cost breakdowns including product costs, maintenance fees (Standard, VIP, Mid Grade tiers), training costs, and consulting services, with total transaction values ranging from $3,150 to $102,850 in the sample data. The template distinguishes between state agency purchases and non-state entity purchases, and tracks whether contractors are Minority Business Enterprises (MBE) or Women's Business Enterprises (WBE). Contractors must submit either quarterly or semi-annual reports depending on their specific contract terms, with all sales data feeding into a central database for aggregate contract performance tracking.

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7570223235Attachment04.pdf PDF
7570223235pm.pdf PDF
7570223235ra.pdf PDF
7570223235AppendixA.pdf PDF
7570223235Appendixc.pdf PDF
7570223235AppendixD.pdf PDF
7570223235BaseContract.pdf PDF
7570223235Appendixb.pdf PDF

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Text version

Instructions Instructions for Completion of the Quarterly Report of Contract Purchases

General
This workbook is designed to collect quarterly or semi-annual contract sales information in electronic form.
Note: Submission of Semi Annual Reports vs. Qurarterly Reports should be referenced in your contract.
Completed spreadsheets will be read into a central database to determine aggregate contract sales.
Headings
Please enter all required information and verify any pre-entered information.
Please make corrections to any pre-entered information if needed.
The contract number and your company's Federal Tax ID are listed on the first page of your contract.
Reporting information Lot 1 and Lot 2 Contract Sales tabs
Complete all fields as appropriate.
Use as many rows as necessary to report all sales.
Continue entering information until all sales have been accounted for.
Column Headers Defined
Order DateDate product was ordered
Item NumberItem name or number as it appears on approved NYS Price List
Product DescriptionDescription of the Item sold
Component Type (Standard Component, Upgrade, or Replacement) - Lot 2 onlyIndicate here if the item was a standard component of a configuration, an upgrade, or a replacement.
Sold To (Entity)The name of the entity which purchased the Product or Service. For agencies with multiple entries please enter consistent entity names on each line.
State Agency Y/NIf a state agency report Y, all others report N.
QntyQuantity of the Item sold.
Unit CostCost per unit of the Item sold.
Total CostThe Total Net Cost of products and services purchased will be calculated automatically by the spreadsheet.

Lot 1 Contract Sales

Contractor NameFederal ID
Date Report SubmittedContract #Total Sales:$ - 0
Quarterly Report EndingVendor IDState Agency Sales:$ - 0
RowOrder DateItem Name or NumberProduct DescriptionSold To (Entity)State Agency Y/NQntyUnit CostTotal Cost
1$ - 0
2$ - 0
3$ - 0
4$ - 0
5$ - 0
6$ - 0
7$ - 0
8$ - 0
9$ - 0
10$ - 0
11$ - 0
12$ - 0
13$ - 0
14$ - 0
15$ - 0
16$ - 0
17$ - 0
18$ - 0
19$ - 0
20$ - 0
21$ - 0
22$ - 0
23$ - 0
24$ - 0
25$ - 0
26$ - 0
27$ - 0
28$ - 0
29$ - 0
30$ - 0
31$ - 0
32$ - 0
33$ - 0
34$ - 0
35$ - 0
36$ - 0
37$ - 0
38$ - 0
39$ - 0
40$ - 0
41$ - 0
42$ - 0
43$ - 0
44$ - 0
45$ - 0
46$ - 0
47$ - 0
48$ - 0
49$ - 0
50$ - 0
51$ - 0
52$ - 0
53$ - 0
54$ - 0
55$ - 0
56$ - 0
57$ - 0
58$ - 0
59$ - 0
60$ - 0
61$ - 0
62$ - 0
63$ - 0
64$ - 0
65$ - 0
66$ - 0
67$ - 0
68$ - 0
69$ - 0
70$ - 0
71$ - 0
72$ - 0
73$ - 0
74$ - 0
75$ - 0
76$ - 0
77$ - 0
78$ - 0
79$ - 0
80$ - 0
81$ - 0
82$ - 0
83$ - 0
84$ - 0
85$ - 0
86$ - 0
87$ - 0
88$ - 0
89$ - 0
90$ - 0
91$ - 0
92$ - 0
93$ - 0
94$ - 0
95$ - 0
96$ - 0
97$ - 0
98$ - 0
99$ - 0
100$ - 0
101$ - 0
102$ - 0
103$ - 0
104$ - 0
105$ - 0
106$ - 0
107$ - 0
108$ - 0
109$ - 0
110$ - 0
111$ - 0
112$ - 0
113$ - 0
114$ - 0
115$ - 0
116$ - 0
117$ - 0
118$ - 0
119$ - 0
120$ - 0
121$ - 0
122$ - 0
123$ - 0
124$ - 0
125$ - 0
126$ - 0
127$ - 0
128$ - 0
129$ - 0
130$ - 0
131$ - 0
132$ - 0
133$ - 0
134$ - 0
135$ - 0
136$ - 0
137$ - 0
138$ - 0
139$ - 0
140$ - 0
141$ - 0
142$ - 0
143$ - 0
144$ - 0
145$ - 0
146$ - 0
147$ - 0
148$ - 0
149$ - 0
150$ - 0
151$ - 0
152$ - 0
153$ - 0
154$ - 0
155$ - 0
156$ - 0
157$ - 0
158$ - 0
159$ - 0
160$ - 0
161$ - 0
162$ - 0
163$ - 0
164$ - 0
165$ - 0
166$ - 0
167$ - 0
168$ - 0
169$ - 0
170$ - 0
171$ - 0
172$ - 0
173$ - 0
174$ - 0
175$ - 0
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319$ - 0
320$ - 0
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323$ - 0
324$ - 0
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509$ - 0
510$ - 0
511$ - 0
512$ - 0
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515$ - 0
516$ - 0
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518$ - 0
519$ - 0
520$ - 0
521$ - 0
522$ - 0
523$ - 0
524$ - 0
525$ - 0
526$ - 0
527$ - 0
528$ - 0
529$ - 0
530$ - 0
531$ - 0
532$ - 0
533$ - 0
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535$ - 0
536$ - 0
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539$ - 0
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541$ - 0
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624$ - 0
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627$ - 0
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654$ - 0
655$ - 0
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658$ - 0
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660$ - 0
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662$ - 0
663$ - 0
664$ - 0
665$ - 0
666$ - 0
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668$ - 0
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670$ - 0
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673$ - 0
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680$ - 0
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682$ - 0
683$ - 0
684$ - 0
685$ - 0
686$ - 0
687$ - 0
688$ - 0
689$ - 0
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692$ - 0
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694$ - 0
695$ - 0
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710$ - 0
711$ - 0
712$ - 0
713$ - 0
714$ - 0
715$ - 0
716$ - 0
717$ - 0
718$ - 0
719$ - 0
720$ - 0
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722$ - 0
723$ - 0
724$ - 0
725$ - 0
726$ - 0
727$ - 0
728$ - 0
729$ - 0
730$ - 0
731$ - 0
732$ - 0
733$ - 0
734$ - 0
735$ - 0
736$ - 0
737$ - 0
738$ - 0
739$ - 0
740$ - 0
741$ - 0
742$ - 0
743$ - 0
744$ - 0
745$ - 0
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749$ - 0
750$ - 0
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761$ - 0
762$ - 0
763$ - 0
764$ - 0
765$ - 0
766$ - 0
767$ - 0
768$ - 0
769$ - 0
770$ - 0
771$ - 0
772$ - 0
773$ - 0
774$ - 0
775$ - 0
776$ - 0
777$ - 0
778$ - 0
779$ - 0
780$ - 0
781$ - 0
782$ - 0
783$ - 0
784$ - 0
785$ - 0
786$ - 0
787$ - 0
788$ - 0
789$ - 0
790$ - 0
791$ - 0
792$ - 0
793$ - 0
794$ - 0
795$ - 0
796$ - 0
797$ - 0
798$ - 0
799$ - 0
800$ - 0
801$ - 0
802$ - 0
803$ - 0
804$ - 0
805$ - 0
806$ - 0
807$ - 0
808$ - 0
809$ - 0
810$ - 0
811$ - 0
812$ - 0
813$ - 0
814$ - 0
815$ - 0
816$ - 0
817$ - 0
818$ - 0
819$ - 0
820$ - 0
821$ - 0
822$ - 0
823$ - 0
824$ - 0
825$ - 0
826$ - 0
827$ - 0
828$ - 0
829$ - 0
830$ - 0
831$ - 0
832$ - 0
833$ - 0
834$ - 0
835$ - 0
836$ - 0
837$ - 0
838$ - 0
839$ - 0
840$ - 0
841$ - 0
842$ - 0
843$ - 0
844$ - 0
845$ - 0
846$ - 0
847$ - 0
848$ - 0
849$ - 0
850$ - 0
851$ - 0
852$ - 0
853$ - 0
854$ - 0
855$ - 0
856$ - 0
857$ - 0
858$ - 0
859$ - 0
860$ - 0
861$ - 0
862$ - 0
863$ - 0
864$ - 0
865$ - 0
866$ - 0
867$ - 0
868$ - 0
869$ - 0
870$ - 0
871$ - 0
872$ - 0
873$ - 0
874$ - 0
875$ - 0
876$ - 0
877$ - 0
878$ - 0
879$ - 0
880$ - 0
881$ - 0
882$ - 0
883$ - 0
884$ - 0
885$ - 0
886$ - 0
887$ - 0
888$ - 0
889$ - 0
890$ - 0
891$ - 0
892$ - 0
893$ - 0
894$ - 0
895$ - 0
896$ - 0
897$ - 0
898$ - 0
899$ - 0
900$ - 0
901$ - 0
902$ - 0
903$ - 0
904$ - 0
905$ - 0
906$ - 0
907$ - 0
908$ - 0
909$ - 0
910$ - 0
911$ - 0
912$ - 0
913$ - 0
914$ - 0
915$ - 0
916$ - 0
917$ - 0
918$ - 0
919$ - 0
920$ - 0
921$ - 0
922$ - 0
923$ - 0
924$ - 0
925$ - 0
926$ - 0
927$ - 0
928$ - 0
929$ - 0
930$ - 0
931$ - 0
932$ - 0
933$ - 0
934$ - 0
935$ - 0
936$ - 0
937$ - 0
938$ - 0
939$ - 0
940$ - 0
941$ - 0
942$ - 0
943$ - 0
944$ - 0
945$ - 0
946$ - 0
947$ - 0
948$ - 0
949$ - 0
950$ - 0
951$ - 0
952$ - 0
953$ - 0
954$ - 0
955$ - 0
956$ - 0
957$ - 0
958$ - 0
959$ - 0
960$ - 0
961$ - 0
962$ - 0
963$ - 0
964$ - 0
965$ - 0
966$ - 0
967$ - 0
968$ - 0
969$ - 0
970$ - 0
971$ - 0
972$ - 0
973$ - 0
974$ - 0
975$ - 0
976$ - 0
977$ - 0
978$ - 0
979$ - 0
980$ - 0
981$ - 0
982$ - 0
983$ - 0
984$ - 0
985$ - 0
986$ - 0
987$ - 0
988$ - 0
989$ - 0
990$ - 0
991$ - 0
992$ - 0
993$ - 0
994$ - 0
995$ - 0

NYS Office of General Services Procurement Services Group Quarterly Report of Contract Purchases

Lot 2 Contract Sales

Contractor NameFederal ID
Date Report SubmittedContract #Total Sales:$ - 0
Quarterly Report EndingVendor IDState Agency Sales:$ - 0
RowOrder DateItem Name or NumberProduct DescriptionComponent Type (Standard Component, Upgrade, or Replacement)Sold To (Entity)State Agency Y/NQntyUnit CostTotal Cost
1$ - 0
2$ - 0
3$ - 0
4$ - 0
5$ - 0
6$ - 0
7$ - 0
8$ - 0
9$ - 0
10$ - 0
11$ - 0
12$ - 0
13$ - 0
14$ - 0
15$ - 0
16$ - 0
17$ - 0
18$ - 0
19$ - 0
20$ - 0
21$ - 0
22$ - 0
23$ - 0
24$ - 0
25$ - 0
26$ - 0
27$ - 0
28$ - 0
29$ - 0
30$ - 0
31$ - 0
32$ - 0
33$ - 0
34$ - 0
35$ - 0
36$ - 0
37$ - 0
38$ - 0
39$ - 0
40$ - 0
41$ - 0
42$ - 0
43$ - 0
44$ - 0
45$ - 0
46$ - 0
47$ - 0
48$ - 0
49$ - 0
50$ - 0
51$ - 0
52$ - 0
53$ - 0
54$ - 0
55$ - 0
56$ - 0
57$ - 0
58$ - 0
59$ - 0
60$ - 0
61$ - 0
62$ - 0
63$ - 0
64$ - 0
65$ - 0
66$ - 0
67$ - 0
68$ - 0
69$ - 0
70$ - 0
71$ - 0
72$ - 0
73$ - 0
74$ - 0
75$ - 0
76$ - 0
77$ - 0
78$ - 0
79$ - 0
80$ - 0
81$ - 0
82$ - 0
83$ - 0
84$ - 0
85$ - 0
86$ - 0
87$ - 0
88$ - 0
89$ - 0
90$ - 0
91$ - 0
92$ - 0
93$ - 0
94$ - 0
95$ - 0
96$ - 0
97$ - 0
98$ - 0
99$ - 0
100$ - 0
101$ - 0
102$ - 0
103$ - 0
104$ - 0
105$ - 0
106$ - 0
107$ - 0
108$ - 0
109$ - 0
110$ - 0
111$ - 0
112$ - 0
113$ - 0
114$ - 0
115$ - 0
116$ - 0
117$ - 0
118$ - 0
119$ - 0
120$ - 0
121$ - 0
122$ - 0
123$ - 0
124$ - 0
125$ - 0
126$ - 0
127$ - 0
128$ - 0
129$ - 0
130$ - 0
131$ - 0
132$ - 0
133$ - 0
134$ - 0
135$ - 0
136$ - 0
137$ - 0
138$ - 0
139$ - 0
140$ - 0
141$ - 0
142$ - 0
143$ - 0
144$ - 0
145$ - 0
146$ - 0
147$ - 0
148$ - 0
149$ - 0
150$ - 0
151$ - 0
152$ - 0
153$ - 0
154$ - 0
155$ - 0
156$ - 0
157$ - 0
158$ - 0
159$ - 0
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State Agency Abreviations Key to State Agency Names:

Note that the use of the following list of state agency abbreviations
is required.
If you are entering a state entity not listed below please contact
your OGS Contract Administrator for the correct code.
AGENCY NAMEAGENCY ABREVIATION
ADIRONDACK PARK AGENCYAPA
ADVOCATE FOR THE DISABLED (OFFICE OF THE)OAPWD
AGING (OFFICE FOR THE)AGING
AGRICULTURE AND MARKETS (DEPARTMENT OF)AGMKTS
ALCOHOLISM AND SUBSTANCE ABUSE SERVICES (OFFICE OF)OASAS
ALCOHOLIC BEVERAGE CONTROL (DIVISION OF)ABC
ARTS (COUNCIL ON THE)ARTS
ATTORNEY GENERAL, OFFICE OF THEAG
ASSEMBLY, NEW YORK STATENYSA
BANKING DEPARTMENTBANK
BATTERY PARK CITY AUTHORITYBPCA
BOARD OF REGENTSBOR
BRIDGE AUTHORITYBA
BUDGET (DIVISION OF THE)DOB
CANAL SYSTEMCANAL
CENTRAL PINE BARRENS JOINT PLANNING and POLICY COMMISSIONCPB
CHILDREN AND FAMILY SERVICES (OFFICE OF)OCFS
CITY UNIVERSITY OF NEW YORKCUNY
CIVIL SERVICE (DEPARTMENT OF)CS
COMPTROLLER (OFFICE OF THE STATE)OSC
CONSUMER PROTECTION BOARDCPB
CORRECTIONAL SERVICES (DEPARTMENT OF)DOCS
CORRECTIONAL SERVICES, (DIVISION OF) INDUSTRIESDICS
COUNCIL ON CHILDREN AND FAMILIESCOUNCIL
COURT ADMINISTRATION (OFFICE OF)OCA
CRIME VICTIMS COMPENSATION BOARDCVB
CRIMINAL JUSTICE SERVICES (DIVISION OF)DCJS
DEVELOPMENTAL DISABILITIES PLANNING COUNCILDDPC
DOMESTIC VIOLENCE, NYS OFFICE FOR PREVENTIONPDV
DORMITORY AUTHORITYDORM
EDUCATION DEPARTMENTED
ELECTIONS, STATE BOARD OFSBE
EMERGENCY MANAGEMENT OFFICESEMA
EMPIRE STATE DEVELOPMENT (DEPARTMENT OF)ESD
EMPLOYEE ASSISTANCE PROGRAM (NYS)EAP
EMPLOYEE RESEARCH AND INFORMATION CENTERERIC
ENERGY RESEARCH AND DEVELOPMENT AUTHORITYERDA
ENVIRONMENTAL CONSERVATION, (DEPARTMENT OF)DEC
ENVIRONMENTAL FACILITIES CORPORATIONEFC
ETHICS COMMISSIONETH
EXECUTIVE CHAMBEREC
AGENCY NAMEAGENCY ABREVIATION
FAMILY ASSISTANCE (DEPARTMENT OF)DFA
FINANCIAL CONTROL BOARDFCB
GENERAL SERVICES (OFFICE OF)OGS
GIS CLEARING HOUSEGIS
GOVERNMENT INFORMATION LOCATOR SERVICEGILS
GOVERNOR'S OFFICEGOV
GOVERNOR'S OFFICE OF EMPLOYEE RELATIONSGOER
GOVERNOR'S OFFICE FOR SMALL CITIESGOSC
GOVERNOR'S TRAFFIC SAFETY COMMITTEEGTSC
HEALTH (DEPARTMENT OF)DOH
HIGHER EDUCATION SERVICES CORPORATIONHESC
HOUSING AND COMMUNITY RENEWAL (DIVISION OF)DHCR
HOUSING FINANCE AGENCYHFA
HUDSON RIVER PARKHRP
HUDSON RIVER VALLEY GREENWAYHRVG
HUMAN RIGHTS (STATE DIVISION OF)DHR
INSPECTOR GENERAL (OFFICE OF THE)IG
INSURANCE DEPARTMENTINS
INSURANCE FUND, STATESIF
JUDICIAL CONDUCT (STATE COMMISSION ON)SCJC
LABOR (DEPARTMENT OF)DOL
LAW (DEPARTMENT OF)LAW
LIEUTENANT GOVERNORLG
LEGISLATURELEG
LOBBYING (STATE COMMISSION ON)LOBBY
LOTTERY (DEPARTMENT OF)LOTTERY
MENTAL HEALTH (OFFICE OF)OMH
MENTAL RETARDATION AND DEVELOPMENT DISABILITIES (OFFICE OF)OMRDD
METROPOLITAN TRANSPORTATION AUTHORITYMTA
MILITARY AND NAVAL AFFAIRS (DIVISION OF)MNA
MOTOR VEHICLES (DEPARTMENT OF)DMV
NEW YORK MORTGAGE AGENCYNYMA
PARKS, RECREATION & HISTORIC PRESERVATION (OFFICE OF)PARKS
PAROLE (DIVISION OF)DOP
POWER AUTHORITYPOWER
PROBATION & CORRECTIONAL ALTERNATIVES (DIVISION OF)DPCA
PUBLIC EMPLOYMENT RELATIONS BOARDPERB
PUBLIC SERVICE COMMISSIONPSC
QUALITY OF CARE FOR THE MENTALLY DISABLED (COMMISSION ON)CQC
RACING AND WAGERING BOARDRWB
REAL PROPERTY SERVICES (OFFICE OF)ORPS
REGULATORY REFORM (GOVERNOR'S OFFICE OF)GORR
ROOSEVELT ISLAND OPERATING CORPORATIONROC
SENATE, NEW YORK STATESENATE
SOCIAL SERVICES (DEPARTMENT OF)DSS
STATE (DEPARTMENT OF)DOS
STATE POLICE (DIVISION OF)DSP
STATE UNIVERSITY OF NEW YORKSUNY
AGENCY NAMEAGENCY ABREVIATION
TAXATION AND FINANCE (DEPARTMENT OF)TAX
TAX APPEALS (DIVISION OF)DTA
TECHNOLOGY, OFFICE FOROFT
TEMPORARY DISABILITY ASSISTANCE, OFFICE OFOTDA
THRUWAY AUTHORITYTWY
TRANSPORTATION (DEPARTMENT OF)DOT
UNIFIED COURT SYSTEMUCS
VETERANS' AFFAIRS (DIVISION OF)VET
WOMEN (DIVISION FOR)WOM
WORKERS' COMPENSATION BOARDWCB

Sample

Contractor NameACME SoftwareFederal ID12-3456789
Date Report Submitted7/15/07Contract #PT00001
Contractor Contact NameJohn Doeemailjdoe@acme.com
Contact Phone Number212-555-1200Group #76000
Quarterly Report Ending6/30/07
SOLD BY (CONTRACTOR OR RESELLER NAME)Fed ID (000000000)MBE (Y/N)WBE (Y/N)Sold To (Entity)State Agency Y/NProduct DescriptionTypeQntyUnit CostTotal Product CostMaint TypeMaint CostTraining CostConsult CostTotal Cost
ACME Software123456789NNSAMPLE OMHYOnline WonderNamed20$ 2,000.00$ 40,000.00Standard$ 2,000.00$ 1,100.00$ 500.00$ 43,600.00
ACME Software123456789NNSAMPLE OMHYData GopherConcurrent10$ 1,000.00$ 10,000.00VIP$ 1,500.00$ 500.00$ - 0$ 12,000.00
All Brand Sales987654321NYSAMPLE OTDAYData GopherNamed5$ 500.00$ 2,500.00Mid Grade$ 650.00$ 3,150.00
Sell All Software110000099YNSAMPLE NYC EducationNOnline WonderShared10$ 1,000.00$ 10,000.00Standard$ 1,000.00$ 100.00$ 11,100.00
Sell All Software110000099YNSAMPLE NYC EducationNWeb FilterConcurrent100$ 1,000.00$ 100,000.00Mid Grade$ 1,250.00$ 1,100.00$ 500.00$ 102,850.00
ACME Software123456789NNSAMPLE Rockland CntyNData GopherConcurrent10$ 900.00$ 9,000.00VIP$ 1,400.00$ 1,500.00$ 11,900.00
$ - 0$ - 0
$ - 0$ - 0
$ - 0$ - 0
$ - 0$ - 0
$ - 0$ - 0
$ - 0$ - 0
$ - 0$ - 0
$ - 0$ - 0
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mailto:jdoe@acme.com

File details come from the government source that posted it. Updated .