Attachment M - NVP Standardized Reporting Template.xlsx
XLSX spreadsheet 25 KB Posted
- Attached to
- STC RESCUE & PUBLIC PROTECTION EQUIPMENT
- Solicitation number
- 5400028525
- Issued by
- Richland County, South Carolina
About this file
This is a Standardized Reporting Template (Attachment M) for the NVP (National Cooperative Purchasing Program) used by state and local procurement organizations, specifically related to a South Carolina Rescue & Public Protection Equipment contract. The template serves as a comprehensive data collection instrument for contractors to report transaction details on purchases made under master agreements. The template is designed to capture detailed information about each sale, including customer identification, billing and shipping information, product or service specifications, pricing data, and commodity classifications.
The reporting template requires contractors to submit detailed transactional data organized by specific fields including vendor information, customer details, invoice and purchase order documentation, product or service descriptions, pricing (MSRP and unit prices), quantities, total transaction amounts, and applicable commodity codes such as UNSPSC or NIGP classifications. Required fields include invoice date, invoice number, customer type (categorized as State Government, City Government, County Government, K12 Education, Higher Education, Non Profit, or Other), bill-to and ship-to information, transaction type (Product, Service, or Both), product or service descriptions, purchase unit pricing, quantities with units of measure, and total price calculations. Desirable fields include customer contract or participating agreement numbers, shipping details for goods, customer PO dates and numbers, MSRP or retail pricing, category and sub-category classifications, UNSPSC or NIGP commodity codes, and EPEAT/ENERGY STAR compliance information where applicable. The template accommodates both products and services, with shipping information required for goods but not for services, and allows for distributor or reseller identification when applicable to the specific portfolio.
View the file
Other files
Show all 15
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Detailed Reporting Fields
| Reporting Template | |||||||
| Field Name | Instructions to Contractor | Valid Data Types | Data Type | Example | Old Required (Y/N) | Required(Y/N)? | |
| Year | YYYY | Numerical | 2023 | N | N | ||
| Quarter | Based on Invoice Date: (1 = January-March, 2 = April-June, 3 = July-September, 4 = October-December | 1, 2, 3 or 4 | Numerical | 4 | N | N | |
| Portfolio Name | Portfolio name as assigned by Lead State. | Text | Facilities MRO | N | N | ||
| Vendor Name | Your Company Name. | Text | XYZ Technologies USA, Inc. | N | N | ||
| Vendor Master Agreement Number | This is the number assigned by the Lead State. | MA123XYZ | N | N | |||
| Customer Contract or PA Number | This is the customer's contract or Participating Agreement number. | Text and/or Numerical | ABC456 | Desirable | Desirable | ||
| Buying State | Typically, the state where the ordering organization is located unless its parent organization resides in a different state, in which case it is based on the parent. (Example: A satelite college campus that resides in another state, then use the state where the primary college is located.) | Standard US Postal Service abbreviation | Text | MN | Y | Y | |
| Customer Account Number | Contractor's internal number for the customer/purchasing entity. | Text and/or Numerical | 789DEF | Y | Desirable | ||
| Customer Type | Categorize the customer into one of the following NASPO standard customer types: |
"State Government" "City Government" "County Government" "K12 Education" (Primary, middle or secondary schools), "Higher Education" (Colleges or Universities) "Non Profit" "Other" State County City K12 Higher Ed Non Profit
| Other | Text | State | Y | Y | ||||
| Bill To Name | These fields should be the corresponding information found on your invoice. | Text | Department of Transportation | Y | Y | |||
| Bill To Address | Text and/or Numerical | 1234 Somewhere St | Y | Desirable | ||||
| Bill To City | Text | Dune | Y | Desirable | ||||
| Bill To State | Standard US Postal Service abbreviation | Text | MN | Y | Y | |||
| Bill To Zip Code | Numerical | 55044 | Y | Y | ||||
| Ship To Name | This is the name of the organization that purchased from the Contractor. In some cases, this may be an individual's/person's name. | Text | Jane Doe | Y | Desirable | |||
| Ship To Address | These shipping fields are not required for services but are required for products | Text and/or Numerical | 1234 Anywhere St | Y (N for Services) | Desirable for Goods | |||
| Ship To City | Text | Caladan | Y (N for Services) | Desirable for Goods | ||||
| Ship To State | Standard US Postal Service abbreviation | Text | MN | Y (N for Services) | Desirable for Goods | |||
| Ship To Zip Code | Numerical | 55033 | Y (N for Services) | Desirable for Goods | ||||
| Invoice Date | This is the date which appears on the invoice sent by Contractor to Customer. Dates included in this report must fall within the reporting period. | MM/DD/YYYY | Date | 11/23/2023 | Y | Y | ||
| Invoice Number | This is the number on the invoice sent by the contractor to the customer | Text and/or Numerical | A1B2C3 | Y | Y | |||
| Customer PO Date | This is the date appearing on the Purchase Order provided by the Customer | MM/DD/YYYY | Date | 11/10/2023 | Y | Y | ||
| Customer PO Number | This is the number provided to the contractor by the customer on the customer's order | Text and/or Numerical | H4I5J6 | Y | Y | |||
| Transaction Type | Type of order: "Product", "Service" or "Both" | Product | ||||||
| Service | Text | Product | Desirable | Desirable | ||||
| Product Number/SKU/Contractor Service ID | Contractor assigned Product or Service ID number | Text and/or Numerical | NOP123 | Y | Y | |||
| Product or Service Description | Product or Service Description. Essentially, this is the product/service description provided on Customer Invoice. | Text | High Definition Webcam (or Fire Alarm Monitoring Service) | Y | Y | |||
| MSRP/Retail/Published Price or Rate | MSRP/Retail/Published Price or Rate. (Do not include $ sign with value. Value must be formatted as number and not text.) |
| For non-standard products/services where there is no MSRP or "retail'"price, either leave this field blank or populate it with the Purchase Unit Price/Rate. | Up to four numbers following decimal point. | Number (Decimal) | 1234.57 | Y | Y |
| Purchase Unit Price/Rate | This is the Unit Price that was identified on the Invoice. |
| For situations where there is no Unit Price (Services, project pricing, custom configurations, etc.) use the Total Price with a Quantity of "1" and UOM of "Each". | Up to four numbers following decimal point. | Number (Decimal) | 1234.57 | Y | Y | |||
| Quantity (Qty.) | Up to four numbers following decimal point. | Number (Decimal) | 56.7891 | Y | Y | |||
| Quantity (Qty.) UOM | Enter the complete word. ("Each" instead of EA, "Package" instead of PKG, etc.) | Each, Package, Box, Bag, etc. | Text | Each | Y | Desirable | ||
| Total Price | Total Price must = Quantity x Purchase Unit Price/Rate. (Do not include $ sign with value. Value must be formatted as number and not text.) | Only two numbers following decimal point. | Number (Decimal) | 1234.56 | Y | Y | ||
| Currency | It is expected this will reflect US Dollars. | USD | Text | USD | Desirable | Desirable | ||
| Category | The Category the product or service belongs to according to your Portfolio. (Not all portfolios include categories.) | Categories and Sub-Categories are typically described during the RFP process and announced at time of award. | Text | Janitorial Supplies | Y (If part of Portfolio) | |||
| N (If not applicable) | Y (If part of Portfolio) |
N (If not applicable)
| Sub-Category | Portfolio sub-category of the product (not all portfolios include sub-categories) | Text | Cleaning Solutions | Y (If part of Portfolio) | ||
| N (If not applicable) | Y (If part of Portfolio) |
N (If not applicable)
| UNSPSC or NIGP Commodity Code | Prefer to have United Nations Standard Products and Services Code (UNSPSC) (For more information, visit https://www.unspsc.org/) but can be the National Institute of Governmental Purchasing code (NIGP) (For more information, visit https://www.nigp.org/our-profession/nigp-code). | Use Level 3 (Class) of UNSPSC code | Number | 41111615 | Desirable | Desirable | ||
| EPEAT/ENERGY STAR Compliant | EPEAT or ENERGY STAR compliant (if applicable). | Yes or Y | ||||||
| No or N | Text | "Yes" or "Y" | Y (If part of Portfolio) | |||||
| N (If not applicable) | Desirable (If part of Portfolio) |
N (If not applicable) EPEAT/ENERGY STAR Rating EPEAT or ENERGY STAR rating of the product (If applicable). Gold Silver Bronze
| Null | Text | Silver | Y (If part of Portfolio) |
| N (If not applicable) | Desirable (If part of Portfolio) |
N (If not applicable)
| Contractor ID# for Distributor/Reseller | Only required if the Portfolio has identified Resellers. A distributor or reseller is defined as a third party selling a product or service on behalf of the awarded contractor. | Text and/or Numerical | Q4R5S6 | Y (If part of Portfolio) | ||
| N (If not applicable) | Desirable (If part of Portfolio) |
N (If not applicable)
| Distributor/Reseller Name | Text | A1 Computer Services | Y (If part of Portfolio) | ||
| N (If not applicable) | Desirable (If part of Portfolio) |
N (If not applicable)
Template Year Quarter Portfolio Name Vendor Name Vendor Master Agreement Number Customer Contract or PA Number Buying State Customer Account Number Customer Type Bill To Name Bill To Address Bill To City Bill To State Bill To Zip Code Ship To Name Ship To Address Ship To City Ship To State Ship To Zip Code Invoice Date Invoice Number Customer PO Date Customer PO Number Transaction Type Product Number/SKU/Contractor Service ID Product or Service Description MSRP/Retail/Published Price or Rate Purchase Unit Price/Rate Qty. Qty. UOM Total Price Currency Category Sub-Category UNSPSC/NIGP Commodity Code EPEAT/ENERGY STAR Compliant EPEAT/ENERGY STAR Rating Contractor ID# for Distributor/Reseller Distributor/ Reseller Name
File details come from the government source that posted it. Updated .