Attachment E Reporting Template.xlsm

XLSM spreadsheet 42 KB Posted

Attached to
STC PROFESSIONAL GRADE TOOLS AND DIAGNOS
Solicitation number
5400026438
Issued by
South Carolina

About this file

Summary

This is a reporting template (Attachment E) for the NASPO ValuePoint Professional Grade Tools and Diagnostics contract awarded to vendors serving South Carolina and other participating states. The template is designed to capture transactional data from awarded contractors on a periodic basis, establishing a standardized format for all vendors to report sales activity, product information, and associated fees across multiple customer segments including state government, K-12 education, higher education, local government, and medical entities.

The template requires vendors to report comprehensive transaction details including customer information, purchase order data, product specifications, pricing at multiple levels (list price, NASPO ValuePoint price), quantities, extended costs, and administrative fees calculated as a percentage of total price. Key data fields include vendor name, contract number, state designation, bill-to and ship-to addresses, order and invoice numbers, product numbers and descriptions, UNSPSC commodity codes, and optional information such as Energy Star compliance status and distributor/reseller identification. The reporting structure supports administrative oversight and contract performance monitoring while maintaining uniformity across all participating jurisdictions and contractors under the NASPO ValuePoint cooperative purchasing program.

View the file

Other files

File Type Posted
Attachment C Vendor Questions.docx DOCX document
Attachment B Bidding Schedule.xlsx XLSX spreadsheet
RFP 5400026438.pdf PDF
Attachment D Point of Contact.docx DOCX document
Attachment A Vendor Response Narrative.xlsx XLSX spreadsheet
Attachment B Bidding Schedule (Unlocked).xlsx XLSX spreadsheet
Amendment #1 Solicitation 5400026438.pdf PDF
Amendment #1 Attachment A - Vendor Response Narrative.xlsx XLSX spreadsheet
Attachment N References.pdf PDF
Amendment #2 Solicitation 5400026438.pdf PDF

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Rpt. PeriodVendor NameVendor Contract NumberBill to EntityEntity TypeCustomer PO NumberPO DateShip DateInvoice DateInvoice NumberProduct NumberProduct DescriptionPriceQuantityTotal PriceAdmin Fee
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Key

Field NameField Description
VENDORThe awarded Contractor's name
VENDOR CONTRACT NUMBERLead State assigned contract number (using Lead State’s numbering protocol)
STATEState postal abbreviation code (Alaska = AK, Missouri = MO, etc.)
CUSTOMER TYPE (SEGMENT)State Gov't, Education-K12, Education-HED, Local Gov't, Medical, Other - are acceptable segments. [determined by industrial practice for each contract - uniform for each contract]
BILL TO NAMECustomer (agency) Bill to name
BILL TO ADDRESSCustomer (agency) Bill to address
BILL TO CITYCustomer (agency) Bill to city
BILL TO ZIPCODEZip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code]
SHIP TO NAMECustomer (agency) Ship to name
SHIP TO ADDRESSCustomer (agency) Ship to address
SHIP TO CITYCustomer (agency) Ship to city
SHIP TO ZIPCODEZip code in standard 5-4 format [standard 5 digits is acceptable, formatted as a zip code]
ORDER NUMBERVendor assigned order number
CUSTOMER PO NUMBERCustomer provided Purchase Order Number
CUSTOMER NUMBERVendor assigned account number for the purchasing entity
ORDER TYPESales order, Credit/Return, Upgrade/Downgrade, etc. [determined by industrial practice for each contract - uniform for each contract]
PO DATE (ORDER DATE)(mm/dd/ccyy)
SHIP DATE(mm/dd/ccyy)
INVOICE DATE(mm/dd/ccyy)
INVOICE NUMBERVendor assigned Invoice Number
PRODUCT NUMBERProduct number of purchased product
PRODUCT DESCRIPTIONProduct description of purchased product
UNSPSCCommodity-level code based on UNSPSC code rules (8 Digits)
LIST PRICE/MSRP/CATALOG PRICEList Price - US Currency ($99999.999) [determined by industrial practice for each contract - uniform for each contract]
NASPO ValuePoint PRICENASPO ValuePoint Price- US Currency ($99999.999)
QUANTITYQuantity Invoiced (99999.999)
TOTAL PRICEExtended Price (unit price multiplied by the quantity invoiced) - US Currency ($999999999.999)
NASPO ValuePoint ADMIN FEEAdministrative Fee based on Total Price - US Currency ($999999.999)
VAR/Reseller/DistributorIf a VAR/Reseller/Distributor, name of VAR/Reseller/Distributor and state where located
Energy Star CompliantYes = 1 No = 2 Energy Star Does not Apply = 0
OptionalMore information

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