Attachment G Reportinging Template.xlsm

This file is an Attachment G Reporting Template for a state and local contract opportunity in South Carolina related to Formative Assessment for ELA & Math K-8. The template is designed to standardize vendor reporting requirements for awarded contractors operating under a NASPO ValuePoint contract framework. The document establishes uniform data collection fields across multiple customer segments including State Government, K-12 Education, Higher Education, Local Government, and Medical entities. Vendors are required to report comprehensive transaction-level information on a quarterly basis, including customer details, purchase orders, shipment and invoice dates, product descriptions, and pricing information. The template accommodates multiple order types including sales orders, credits/returns, and upgrades/downgrades, with fields designated for both list pricing and NASPO ValuePoint contract pricing.

The reporting template captures financial data including extended pricing calculated by unit price multiplied by invoiced quantity, administrative fees based on total price, and identifies whether products meet Energy Star compliance standards. VAR/Reseller/Distributor information is required when applicable, along with UNSPSC commodity-level codes for product classification purposes. The template requires vendors to report using standardized formatting for currency (US dollars with three decimal places), quantities with precision to three decimal places, and zip codes in standard five-digit or extended five-plus-four format. The structure accommodates unlimited transaction entries with consistent field requirements across all reporting periods, enabling comprehensive tracking of contract performance and spend analysis across participating state and local government entities.