Attachment C Report Template.xlsm

This file contains an Attachment C Report Template designed for tracking and reporting statewide contract transactions across multiple state and local government entities. The template serves as a standardized data collection instrument for state procurement consortiums and their participating agencies to document sales activity, invoice details, and administrative fees associated with awarded contracts. The spreadsheet captures comprehensive transaction information including vendor names, contract numbers, billing and shipping addresses, purchase order details, product descriptions, pricing data, and quantities across various customer segments including state government, K-12 education, higher education, local government, and medical entities. The template includes mandatory fields for UNSPSC commodity codes, list prices, contract-negotiated prices, extended prices, and administrative fee calculations, with provisions for documenting VAR/reseller/distributor involvement and Energy Star compliance status.

The reporting structure accommodates two data entry approaches: a detailed transaction-level format capturing individual line-item invoices with product numbers and extended pricing, and an alternative summary format allowing vendors to report aggregated item descriptions with unit pricing and quantities. Administrative fees are calculated as a percentage of total prices and must be remitted quarterly by independent dealers and non-manufacturers to the state Materials Management Office. The template includes optional fields for additional vendor notes and supporting documentation, and incorporates a separate worksheet for tracking key state political subdivisions by jurisdiction. All pricing entries are formatted in U.S. currency with provisions for tracking both manufacturer list prices and negotiated contract prices to enable performance analysis and discount verification against maximum baseline rates established by the contracting entity.