Purchasing Department - University of Connecticut

Contractor may be required to furnish other miscellaneous reports regarding contract
activity as requested. The respondent shall indicate if they can provide, at a minimum,
each of the special reports indicated below. Additionally, if the respondent's firm can
provide other relevant reports not listed in this RFP, the respondent shall include with their
response a listing of other reports currently available that might be useful to the University.
If the award becomes a joint award between the University and UCHC, separate reports
will need to be issued to that member's Procurement Services Department. The reports
will be addressed to an individual that will be specified by that member's Procurement
Services Department prior to contract implementation. This applies to all of reports listed
below.
The following reports shall be provided on the reporting schedule indicated below unless
requested otherwise. All reports shall be provided in an Excel format.
a.) Account Conversion Plan
Contractor will provide a detailed account conversion plan upon award. This plan will
include major milestones including corresponding due dates required to implement
punch-out online ordering and training.
b.) Usage Reports
Contractor should provide quarterly usage reports. Usage reports should provide
information regarding total usage during the quarter. Each institution will advise the
Contractor as to how such usage information is to be sorted for reporting purposes. At
a minimum, the Contractor should be able to capture and sort the usage report by dollar
volume, by detailed item description (including by "Core List" or non-Core List item),
by manufacturer, by category and/or by Purchase Order number. Additionally, if
requested the Contractor must have the ability to sort by department and or charge
number.
In addition to the quarterly usage report, the Contractor must provide a report on total
usage during the fiscal year (July 1st - through June 30th) for each campus as well as
total usage for the University including regional campuses including UCHC. At a
minimum, such annual reports shall include: 1) purchase order numbers or other
transaction reference; 2) catalog number for each item purchased; 3) aggregate totals of
items purchased; 4) unit (item) price[ "bracket price", "Core List", or Discounted
catalog price]; 5) extended total of items purchased [unit(item) price x units (items)
purchased]; 6) total of additional discounts applied to purchases; 7) total of mark-ups
[including desk-top delivery, if applicable] applied to purchases; 8) grand NET total of
all purchases for the reporting period; (9) detailed item description; and (10) include
agreed upon category code. This annual report must also be able to be sorted by dollar
volume, by item, by department, by agreed upon categories, by manufacturer, and/or
by Purchase Order number.
c.) Service Level Report (fill rate on orders)
Contractor should provide quarterly service level reports. Service level reports should
provide information regarding the SKU fill rate on all orders placed during the quarter.
The Contractor should be able to separately monitor the SKU fill rate for selected
catalog or stock items. For example, the Contractor should be able to monitor the SKU
fill rate on shipments of "Core List" items and report such fill rate separately.
Additionally, a quarterly service level report showing the fill rate for the combined
institutions will be sent to the designated representatives. This service level report will
25