Monthy Budget Form by ibw21283

VIEWS: 27 PAGES: 4

More Info
									                                                                                                                            Monthly EO 50 NC Preference Tracking Form


     Reporting Period Month and Year:
     Name of Person Completing Form:
                           Telephone
                               Email:



                     (A)                              (B)             (C)                     (D)                        (E)                 (F)               (G)                (H)                (I)               (J)                (K)             (L)                (M)                    (N)
                   Agency                         Bid/Quote #      Award Date       Bid Commodity Code - Name      Bid Description   # of Non-Resident # of Resident (NC) # of Resident (NC) # of Resident (NC) Was There a (NC)    Resident (NC)    Non-Resident Name of Resident (NC)          Comment(s)
                                                                                                                                           Bidders           Bidders            Bidders       Bidders in Price   Resident Price      Price Match          OR        Bidder including City
                                                                                                                                                                           Requesting Price    Match Range       Match Award       Award Amount     Non-Price Match   and County that
                                                                                                                                                                                Match                                (Y/N)                          Award Amount     Received the Price
                                                                                                                                                                                                                                                                       Match Award




Totals:                                                                                                                                      0                 0                  0                 0                                       $0.00             $0.00



Monthly tracking form is due the 10th of each month to the Department of Administration - Division of Purchase and Contract.
Email the completed form to: EO50MonthlyReport@doa.nc.gov


Monthly reporting for e-Quote will be reported through E-Procurement.

                                                                                                                                                                                                                                                                            Form Revision: September 20, 2010
                                                  Executive Order 50
                                         TRACKING FORM - INSTRUCTIONS
        If you "hover" over the cell in the Tracking Form the same instructions that appear below will be displayed.

Worksheet Heading:
Reporting Period Month and Year: Type the month and year you are reporting.
Name of Person Completing Form: Type the name of the person who completed this form. This is the person authorized by
your agency to submit this data.
Telephone: Type the telephone number, including area code, of the person who completed this form.
Email: Type the email address of the person who completed this form.

Worksheet - Excel Format:

Column A: Select the name of your agency/division from the drop down list.

Column B: Type the Bid/Quote number

Column C: Type the Award Date

Column D: Select the 3-digit Commodity Code - Name from the drop down list.

Column E: Type the Bid Description

Column F: The number of non-resident bidders; to include all bidders claiming to be non-resident bidders, in response to
questions in solicitation document.

Column G: The number of resident (NC) bidders; to include all bidders claiming to be resident bidders, in response to the
questions in the solicitation document.

Column H: The number of resident (NC) bidders requesting the price match in response to the questions in the solicitation
document.

Column I: The number of resident (NC) bidders who are within 5% or $10,000, whichever is lower, of the lowest qualified out-
of-state bidder. "Qualified" means that bidder met all requirements of the solicitation document.

Column J: Indicate Y (Yes) or N (No) if there was an award made to a NC resident bidder, specifically by means of the EO 50
price matching offer. Note that this would NOT include awards when the low qualified bidder was a NC resident company.

Column K: The amount of the resident (NC) price match award.

Column L: Amount of non-resident or non-price match award. "Non-price match" means NC bidder was low bid.

Column M: The name of the resident (NC) bidder, including city and county, receiving the price match award.

Column N: Reason no activity reported:
 1) No Bids/Quotes Solicited with EO50 Language
 2) Waiver of Competition
 3) IT Purchases
 4) Services
 5) Term Contract Purchases
 6) Purchases made from E-Quote
 7) No Purchasing Activity

Monthly Tracking Form Due Date: Monthly tracking form is due the 10th of each month before 5:00 p.m. to the Department of
Administration - Division of Purchase and Contract. Please email the form to EO50MonthlyReport@doa.nc.gov.

Monthly reporting for e-Quote will be reported through E-Procurement.
of
                                                                                                                   Monthly EO 50 NC Preference Tracking Form


                                          EXAMPLE'S
           For your convenience below are examples of how to report data.


                                                                                                                    The fields have been formated so data is standardized.
     Reporting Period Month and Year:                           Sep-10                                              As an example:
     Name of Person Completing Form:                         Joe Purchaser                                          "Sep-10" . . . . September is the period being reported,
                           Telephone                        (919) 123-4567                                          10 refers to the year (2010).
                               Email:                       jpurchaser@gov




                      (A)                      (B)          (C)                   (D)                          (E)                   (F)               (G)                (H)                (I)               (J)                (K)               (L)                (M)                             (N)
                    Agency                 Bid/Quote #   Award Date     Bid Commodity Code - Name        Bid Description     # of Non-Resident # of Resident (NC) # of Resident (NC) # of Resident (NC) Was There a (NC)    Resident (NC)      Non-Resident Name of Resident (NC)                   Comment(s)
                                                                                                                                   Bidders           Bidders            Bidders       Bidders in Price   Resident Price      Price Match            OR        Bidder including City
                                                                                                                                                                   Requesting Price     Match Range      Match Award       Award Amount       Non-Price Match   and County that
                                                                                                                                                                        Match                                (Y/N)                            Award Amount     Received the Price
                                                                                                                                                                                                                                                                 Match Award
EXAMPLE: No NC Bidder
                Do Right Agency              12345        9/3/2010    652 - Personal Hygiene and           Electrolysis              4                 0                  0                 0                 N                   0               $16,860.00
                                                                      Grooming Equipment and               Equipment
                                                                      Supplies
EXAMPLE: No Price Match Award -
         NC Bidder Low
                Do Right Agency               6789       9/10/2010    080 - Badges, Emblems, Name         Parole Badges              3                 9                  9                 5                 N                   0               15000
                                                                      Tags, Plates, Jewelry, Etc.

EXAMPLE: Price Match
                Do Right Agency              741852      9/17/2010    540 - Lumber and Related           Lumber, Treated             2                 1                  1                 1                  Y           $      37,544.00         0           The Timber Co, Inc
                                                                      Products                                                                                                                                                                                   Hickory; Catawba
EXAMPLE: Multiple Award - Price Match &
         Non Price Match
                Do Right Agency              852963      9/24/2010    450 - Hardware and Related         Battery, Dry Cell           5                 2                  2                 1                  Y           $     195,000.00         0           Batteries-R-Us, Inc.
                                                                      Items                                                                                                                                                                                    Greensboro; Guilford

                Do Right Agency              852963      9/24/2010    450 - Hardware and Related         Battery, Dry Cell           5                 2                  2                 1                 N                   0              $167,825.00
                                                                      Items
                Do Right Agency              852963      9/24/2010    450 - Hardware and Related         Battery, Dry Cell           5                 2                  2                 1                 N                   0              $867,450.00
                                                                      Items
                Do Right Agency              852963      9/24/2010    450 - Hardware and Related         Battery, Dry Cell           5                 2                  2                 1                 N                   0               $44,625.00
                                                                      Items
EXAMPLE: Only NC Bidders
                Do Right Agency              963741      9/24/2010    240 - Cutlery, Dishes, Flatware,     Paper Cups                0                 2                  1                 0                 N                   0               $14,000.00
                                                                      Glassware, Trays
EXAMPLE: No Purchases to Report
                Do Right Agency                                                                                                                                                                                                                                                        1) No Bids/Quotes Solicited with
                                                                                                                                                                                                                                                                                       EO50 Language
Totals:                                                                                                                             29                20                 19                 10                                 $232,544.00     $1,125,760.00

								
To top