ONLINE Tier II Electronic Reporting System “OTTERS”
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1 ONLINE TIER II ELECTRONIC REPORTING SYSTEM “OTTERS” Jill Schunk Our Fearless Leader
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Jill Schunk Our Fearless Leader. ONLINE Tier II Electronic Reporting System “OTTERS”. Importance of Tier II Reporting Where have we been? Where are we going? Contract Language Changes System Parameters Reporting Indiana University Supplier Diversity Program. Outline for Today. - PowerPoint PPT Presentation
Transcript of ONLINE Tier II Electronic Reporting System “OTTERS”
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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: [email protected] MimmsBusiness Diversity Coordinator317-278-5384 – Phone317-278-5385 – FaxEmail: [email protected]
