Reports Required of Contractor.xlsx
XLSX spreadsheet 31 KB Posted
- Attached to
- Temporary Professional Services
- Contract number
- 505ENT-O20-SERVICEPROF-00
- Issued by
- Wisconsin
About this file
This document is a reporting requirements template and instructions for Wisconsin State Contract #505ENT-O20-SERVICEPROF-00 covering Temporary Professional Services. The contract involves the State of Wisconsin and extends to all state agencies including the University of Wisconsin system, as well as municipalities defined as counties, cities, villages, towns, school districts, sewer districts, drainage districts, vocational and technical education districts, and other public bodies with contracting authority. Contract oversight is managed by Robert Penfield at Robert.Penfield@wisconsin.gov.
The contract covers temporary professional services with vendors required to submit detailed quarterly and annual spend reports documenting all invoicing activity. Vendors must report specific engagement data including invoice details, purchase order information, agency names, position titles, hours worked, hourly rates, and project timelines. Quarterly reports are due October 15, January 15, April 15, and July 15, covering three-month periods, while annual reports are due July 20. All reports must include complete data for both state agency and municipal spending, with separate line items required for each invoice and engagement, and vendors must indicate "No Activity" if no services were provided during the reporting period.
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Text version
Report Spend Report Template Wisconsin State Contract #505ENT-O20-SERVICEPROF-00 - Temporary Professional Services
Vendor Name: Reporting Period:
Prepared By:
E-mail and phone number:
| Column A | Column B | Column C | Column D | Column E | Column F | Column G | Column H | Column I | Column J | Column K | Column L | |
| Date of Invoice | Invoice Number | Purchase Order Date | Purchase Order Number | Name of | ||||||||
| Agency / UW Campus / Municipality | Position |
Title Requested in the RFS Number of Hours Worked for the Duration of Engagement Hourly Rate for the Duration of Engagement Invoiced Amount for Engagements - Current Report Quarter Invoiced Amount for Projects - Current Report Quarter Engagement or Project Start Date Engagement or Project End Date
Reporting requirements Spend Report Template Contract #505ENT-O20-SERVICEPROF-00 - Temporary Professional Services
| Reports must be received on or before Due Dates. |
| All reports are required (quarterly, annual) even if there is No Activity. Indicate "No Activity" somewhere on the spreadsheet. |
| Return completed reports to Robert.Penfield@wisconsin.gov via email. Enter Full Company Name as the first item in the “subject” line of the email. |
| Send only one report in your email. If there is more than one report due, send each one in a separate email and include the name of the report in the subject line after the Company Name. |
| All data columns on the report must be completed accurately when spend data is reported. |
| Don't forget to fill out the Reporting Data (e.g., Full Vendor Name, Reporting Period, etc. on the spreadsheet.) |
| Report Format: |
| →Use mm/dd/yy format for all date fields. |
| →Enter only invoices issued the previous month. (i.e., Report due January 15th must only have December invoice dates reported.) |
| →Enter only one invoice date and one invoice number per line. |
| →Enter only one Engagement or Project per line. |
| →Total Invoice Price must equal the actual invoice amount. |
| →Add rows to the bottom of report as necessary. |
| →The quarterly and the annual reports should be generated by copying and pasting the correct monthly reports into one large report. |
| →When creating files, begin the file name with the Vendor Name first. |
| Due Dates and Reporting Period: |
| Quarterly: |
| →October 15 (Reporting Period = invoices dated 7/1 through 9/30) |
| →January 15 (Reporting Period = invoices dated 10/1 through 12/31) |
| →April 15 (Reporting Period = invoices dated 1/1 through 3/31) |
| →July 15 (Reporting Period = invoices dated 4/1 through 6/30) |
| Annual: |
| →July 20 (Reporting Period = invoices dated 7/1 through 6/30, except for 1st and last years of contract, report as appropriate) |
All Reports Should be Sent to: Robert.Penfield@wisconsin.gov
| For Questions Regarding the Contract: |
| Robert Penfield, Contract Manager |
| Robert.Penfield@wisconsin.gov |
All State Agency spend including the University of Wisconsin is to be reported. Municipalities are also part of the Contract and are defined as any county, city, village town, school district, board of school directors, sewer district, drainage district, vocational, technical and adult education district, or any other public body having the authority to award public contracts (s. 16.70(8), Wis Stats.) Municipality spend must also be included.
Data fields Spend Report Template Contract #505ENT-O20-SERVICEPROF-00 - Temporary Professional Services Description of Data Fields
| Column | Name of Field | Description |
| A | Invoice Date | Enter the date of the invoice (mm/dd/yy). |
| B | Invoice # | Enter the number of the invoice. |
| C | Purchase Order Date | Enter the date of the purchase order (mm/dd/yy). |
| D | Purchase Order # | Enter the number of the purchase order. |
| E | Name of Agency / UW Campus / Municipal Body making the purchase | Enter the name of the agency, UW campus, or municipal body making the purchase. |
| F | Position Title | Enter the position |
title requested (by the Authorized User)
| G | Number of Hours Worked | ||
| during the quarter | Enter the number of hours |
worked during the quarter
| H | Hourly Rate for the | |||
| Duration of Engagement | Enter the hourly rate | |||
| I | Invoiced Amount for Engagements - Current Report Quarter. | Enter the invoiced amount for an engagement worked on during the quarter. | ||
| J | Invoiced Amount for Projects - Current Report Quarter. | Enter the invoiced amount for a project worked on during the quarter. | ||
| K | Engagement or Project Start Date | Enter the start date. | ||
| L | Engagement or Project End Date | Enter the end date, if applicable. |
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