Report Template Sample.xlsm

XLSM spreadsheet 41 KB Posted

Attached to
STC MARKETING SERVICES
Solicitation number
5400028536
Issued by
South Carolina

About this file

This document is a standardized report template spreadsheet for tracking vendor contract and procurement details, potentially associated with the NASPO ValuePoint cooperative purchasing program. The template provides a comprehensive structure for recording transaction information across various government and institutional segments including state government, K-12 education, higher education, local government, medical, and other sectors. The spreadsheet is designed to capture granular data points such as vendor names, contract numbers, customer information, product details, pricing, quantities, and administrative fees.

The template includes fields for critical transactional metadata like vendor contract number, customer type, billing and shipping addresses, order and invoice dates, product descriptions, UNSPSC commodity codes, list prices, quantity, total price, and a specific NASPO ValuePoint administrative fee calculation. Additional optional fields cover supplementary information such as VAR/reseller details and Energy Star compliance. The structured format allows for consistent data collection and reporting across different purchasing entities, facilitating transparent and standardized procurement tracking for cooperative contract management.

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Other files

File Type Posted
Amendment 2.pdf PDF
Engagement Agreement.docx DOCX document
Market Basket.xlsx XLSX spreadsheet
Point of Contact.docx DOCX document
Questions Template.docx DOCX document
Solicitation.pdf PDF

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Vendor 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 .