Attachment D Reporting Template.xlsm

This document is a standardized reporting template for NASPO ValuePoint contracts, designed to track transaction data across state and local government purchasing consortiums. The template establishes uniform data collection requirements for awarded contractors reporting on sales to state governments, K-12 education, higher education, local government, medical facilities, and other eligible customer segments. The reporting structure captures comprehensive transaction information including vendor identification, contract numbers, customer billing and shipping details, purchase order data, invoice information, product specifications, pricing, quantities, and administrative fees. The template accommodates multiple transaction types including sales orders, credit returns, and upgrades/downgrades, with fields standardized across all participating jurisdictions to ensure consistency in data aggregation and analysis.

The template requires contractors to report detailed pricing information including list price, NASPO ValuePoint contract price, extended totals, and associated administrative fees calculated as a percentage of total price. Additional reporting fields capture product-level details using UNSPSC commodity codes for standardized classification, Energy Star compliance status, and information regarding any value-added resellers or distributors involved in transactions. The document includes two separate reporting tabs—one for detailed product-level reporting and an alternative format using item descriptions with unit measures—allowing flexibility in how vendors document their sales activities. This reporting mechanism enables state purchasing consortiums to track contract utilization, monitor pricing compliance, and aggregate usage data across multiple states and customer segments participating in the cooperative purchasing program.