7720123150Instructions.pdf
PDF 266 KB Posted
- Contract number
- 23150
- Issued by
- New York
About this file
These instructions detail a technical procedure for the IFSSS - PL Equipment Product Search Tool, developed by the New York Office of General Services (OGS). The document provides step-by-step guidance for contractors to review and validate equipment/product listings against a prohibited items cheat sheet, specifically focusing on preparing and updating pricing workbooks for a state contract.
The process involves downloading an Equipment Cheat Sheet, creating a new worksheet in a pricing workbook, establishing data connections between worksheets, and using a complex Excel formula to cross-reference and flag prohibited items. Contractors are required to add a "Remove?" column and use an array formula that checks each item against the cheat sheet, marking items as "Yes" if they are prohibited or "N/A" if acceptable. The final workbook must be saved and submitted as part of an update request, with specific instructions not to remove flagged items or filter the results. The document appears to be part of a structured procurement process for managing equipment and product listings on a state contract.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 7720123150HowToUse.pdf | ||
| 7720123150ProjectChecklist.xlsx | XLSX spreadsheet | |
| 7720123150pm.pdf | ||
| 7720123150History.pdf | ||
| 7720123150ra.pdf | ||
| 7720123150CraneVehicle.xlsx | XLSX spreadsheet | |
| 7720123150Distributors.xlsx | XLSX spreadsheet | |
| 7720123150AppendixC.pdf | ||
| 7720123150Attachment1.xlsx | XLSX spreadsheet | |
| 7720123150CheatSheet.xlsx | XLSX spreadsheet | |
| 7720123150ProductLines.xlsx | XLSX spreadsheet | |
| 7720123150ContractorPage.pdf |
Show all 12
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Text version
IFSSS - PL Equipment Product Search Tool Instructions
1. Download the Equipment Cheat Sheet (will be needed in step 4)
(Unless you specified where to save the file, it will most likely automatically save in your “Downloads” folder.)
2. Open your Pricing Workbook (“7720123150PL_”)
(OGS PS will provide an unprotected copy: send request to OGS.sm.SST_security@ogs.ny.gov)
3. Add a new tab/worksheet to the same file. Be Sure to name the tab Product Cheat Sheet (not Equipment Cheat
Sheet as it appears that when OGS previously named as Product Cheat Sheet, it cannot be further amended).
4. The following Instructions are for making a connection to the Equipment Cheat Sheet which is for the listing of prohibited items.
a. In your Pricing Workbook (“7720123150PL_Contractor”) Select cell A1 in the new worksheet
b. In the above ribbon select Data
Click on Get Data
From File
From Workbook
c. Navigate to where the Equipment Cheat Sheet Master Copy file is saved
Select it and click Import.
5. A Navigator box will appear (see image below)
On the left-hand side: select Product Cheat Sheet.
On the bottom right: Then on the bottom of the same box there will be a Load button. Click on the down facing arrow next to it, which will pop up two selections – Load and Load to ---- select Load To…
6. An Import Data dialogue box will appear (see image below)
a. Be Sure Table is selected
b. Select Existing worksheet
In the box underneath type: ='Product Cheat Sheet'!$A$1
c. Click OK.
Once you click OK, the connection to the Product Cheat Sheet is now complete.
The Master Copy will now contain the same table that is within the Product Cheat Sheet.
7. Add a new column (if needed) in the Equipment Pricing tab (Column K).
a. In cell K4 type: “Remove?”
b. In cell K5: Copy and paste the formula below:
Be sure the formula appears in cell K5 exactly the same as it is below.
=INDEX('Product Cheat Sheet'!$E$2:$E$31000,MATCH(1,('Product Cheat
Sheet'!$A$2:$A$35000=$B5)*('Product Cheat Sheet'!$B$2:$B$35000=$C5),0))
c. DO NOT HIT ENTER
Instead press/hold the Ctrl+Shift+Enter keys (this will make the formula an array) If done correctly, brackets will appear at the beginning and at the end of the formula.
If you click on cell K5, the brackets will appear (see highlighted below):
{=INDEX('Product Cheat Sheet'!$E$2:$E$31000,MATCH(1,('Product Cheat
Sheet'!$A$2:$A$35000=$B5)*('Product Cheat Sheet'!$B$2:$B$35000=$C5),0))}
8. Drag this formula down far enough to cover all possible entries.
(Dragging the formula down will copy it into the cells)
9. If the item/term was flagged, it will be indicated as “Yes” and the reason for removal will appear.
If the item/term was not flagged, it will be marked “N/A”.
This is the end of the Contractors’ obligation to complete.
10. Please note the following:
• Please do not remove any of the “Yes” items, or filter out to only the “Yes”’ or “N/A”, etc.
• Once this and any other changes are completed by the Contractor, the file MUST be “Save As” and submit this file as their final Contractor’s Proposed Pricing Pages as part of the update request.
File details come from the government source that posted it. Updated .