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ATTACHMENT B CMAS QUARTERLY BUSINESS ACTIVITY REPORT Instructions for completing the CMAS Quarterly Business Activity Report 1. Complete the top of the form with the appropriate information for your company. 2. Agency Name-Identify the State agency or Local Government agency that issued the order. 3. Purchase Order Number- Identify the purchase order number(and amendment number if applicable) on the order form. This is not your invoice number. This is the number the State agency or Local Government agency assigns to the order. 4. Purchase Order Date-Identify the date the purchase order was issued, as shown on the order. This is not the date you received, accepted, or invoiced the order. 5. Agency Billing Code-Identify the State agency billing code. This is a five-digit number identified on the upper right hand corner of the Std. 65 purchase order form. You must identify this number on all purchases made by State of California agencies. Billing codes are not applicable to Local Government agencies. 6. Total Dollars Per PO-Identify the total dollars of the order excluding tax and freight. Tax must NOT be included In the quarterly report, even if the agency includes tax on the purchase order. The total dollars per order should indicate the entire purchase order amount(less tax and freight)regardless of when you invoice order, perform services, deliver product, or receive payment. 7. Agency Contact-Identify the ordering agency's contact person on the purchase order. 8. Agency Address- Identify the ordering agency's address on the purchase order. 9. Phone Number-Identify the phone number for the ordering agency's contact person. 10. Total State Sales&Total Local Sales -Separately identify the total State dollars and/or Local Government agency dollars (pre-tax)for all orders placed in quarter. 11. 1%Remitted to DGS- Identify 1%of the total Local Government agency dollars reported for the quarter. This is the amount to be remitted to DGS by contractors who are not California certified small businesses. 12. Grand Total-Identify the total of all State and Local Government agency dollars reported for the quarter. Notes: • A report is required for each CMAS contract, each quarter, even when there are no new orders for the quarter. • Quarterly reports are due two weeks after the end of the quarter. Updated 1/1/2010 13