Download - 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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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]