Attachment C Reporting Template.xlsm

This is an Attachment C Reporting Template for a state and local contract opportunity in South Carolina involving cross-cut shredders through the NASPO ValuePoint cooperative purchasing program. The template establishes a standardized data collection and reporting framework for tracking vendor transactions, customer segments, and contract performance metrics across multiple state and local government entities, educational institutions, and other authorized customer types.

The reporting template captures comprehensive transactional details including vendor information, contract numbers, billing and shipping addresses, purchase order data, invoice information, product descriptions, pricing, quantities, and administrative fees. Key data fields encompass customer classifications (State Government, Education-K12, Education-HED, Local Government, Medical, or Other), UNSPSC commodity codes for standardized product identification, list pricing versus NASPO ValuePoint pricing comparisons, and Energy Star compliance tracking. The template accommodates various order types including sales orders, credits/returns, and upgrades/downgrades, with columns for extended pricing calculations and administrative fee assessments. The structure allows for tracking reseller or distributor involvement and their geographic locations, supporting comprehensive visibility into procurement patterns, pricing consistency, and compliance with contract terms across all participating jurisdictions and entities throughout the contract period.