Post on 04-Feb-2016
description
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ONLINE TIER II ELECTRONIC REPORTING SYSTEM
“OTTERS”
Jill SchunkOur Fearless Leader
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Outline for Today
Importance of Tier II Reporting Where have we been? Where are we going? Contract Language Changes System Parameters Reporting Indiana University Supplier Diversity
Program
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WHERE WE STARTED
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IT’S NOT WORKING ANY MORE
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OTTERS
Online Tier Two Electronic Reporting
System
We asked the question:
“What would happen if we didn’t pay our prime contractors until they reported actual numbers for spend to sub-contractors that the primes had identified in their bid responses?”
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CONTRACT LANGUAGE REQUIREMENTS All Contracts now have Mandatory Tier
II Reporting Requirements Monthly reporting for Construction
Contracts is a requirement and pre-condition for payment.
Quarterly reporting for goods and supplies contracts will be required.
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INDIANA UNIVERSITY CURRENT PROJECTS
# of Current Construction Projects
# of Sub Contractors on those Projects
Total $$ of all Projects
Total $$ of committed spend with M/W/VBE’s
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SYSTEM SPECIFICATIONS
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USER PERMISSIONS
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NEW PROJECT ENTRY SCREEN
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NEW SUBCONTRACTOR ENTRY SCREEN
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LIST OF SUBCONTRACTORS
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ACTIVE CONSTRUCTION PROJECT GRID
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INACTIVE PROJECT GRID
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GENERAL CONTRACTOR’S ENTRY PAGE
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INDIANA UNIVERSITY INTRODUCTION PAGE
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GC’S CONSTRUCTION PROJECTS
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REPORTING
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GC’S SUBCONTRACTOR’S MONTHLY REPORTING FORM
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GC’S MONTHLY REPORT
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GC’S MONTHLY REPORT DATES
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OTTERS HEADER PAGE
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OTTERS EXECUTIVE REPORT
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OTTERS EXECUTIVE REPORT CONT’D.
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OTTERS EXECUTIVE REPORT CONT’D.
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CONSTRUCTION PROJECT REPORT
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CONSTRUCTION PROJECT REPORT
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CONSTRUCTION PROJECT REPORT
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CREATE REPORTS (BACK OFFICE)
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LATE REPORTS
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VENDOR CONTACTS
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IU BUSINESS DIVERSITY LINE CARD
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BACK OF LINE CARDThe Indiana University Business Diversity DepartmentIs committed to:
• Assisting Indiana University in meeting its strategic goal of increasing economic development in Indiana
• Successfully meet all Federal and Statereporting requirements
• Participating in community outreach activities• Introducing new Minority and Women owned
businesses to IU Purchasing staff anddepartments to enhance opportunities
• Facilitating Minority and Women ownedbusinesses relationship building
Ensuring a business environment that fosters the inclusionof businesses owned and controlled by minorities,women and other disadvantaged businesses in IndianaUniversity’s contracting and procurement processes
Indiana UniversityBusiness Diversity1000 Waterway Blvd.Suite 101Indianapolis, IN 46202-2156
Business Diversity Website:http://www.indiana.edu/~busdiv/Procurement Services Website:http://www.indiana.edu/~purchase/STAFFRobert J. HalterExecutive Director of Purchasing and Business Diversity317-274-7746 – Phone317-274-6086 – FaxEmail: rhalter@iu.eduLynn MimmsBusiness Diversity Coordinator317-278-5384 – Phone317-278-5385 – FaxEmail: jlmimms@iu.edu