Attachment C Reporting Template.xlsm

This file is an "Attachment C Reporting Template" for NASPO ValuePoint contract reporting and administration. The template is designed to standardize vendor reporting across state and local government procurement through a consortium purchasing model. The document establishes a uniform Excel-based framework for contractors to report on sales activity, invoicing, and contract performance metrics related to NASPO ValuePoint cooperative purchasing agreements.

The reporting template requires vendors to submit detailed transaction-level data including vendor information, customer identification, purchase order details, invoice records, product information, and pricing metrics. Key data fields capture the contract number, customer type (State Government, Education-K12, Education-Higher Education, Local Government, Medical, or Other), billing and shipping information, order numbers, invoice dates and numbers, product descriptions with UNSPSC commodity codes, list prices, NASPO ValuePoint prices, quantities, extended prices, and administrative fees calculated at 1.25% of total price. The template accommodates multiple order types including sales orders, credit/returns, and upgrades/downgrades. Additional reporting elements include VAR/Reseller/Distributor identification and Energy Star compliance tracking. The standardized structure enables consistent tracking of contract utilization, pricing compliance, and administrative fee collection across all NASPO ValuePoint participating entities and jurisdictions.