Guide to Submitting Tier 2 Project Reporting

As a Prime supplier, you are required to report your Tier 2 expenditures by project on the Supplier Diversity portal. Ensure you are registered on the platform. If not, contact the client or SupplierGateway support for access.

Understanding Tier 2 Reporting

Tier 2 Project Reporting involves tracking and reporting the spending that your company’s suppliers (Tier 1) make with their own diverse suppliers. This helps companies understand the broader economic impact of their procurement efforts on diverse businesses.

Ways to Report

1. Log In and Start Reporting:
   • Access the "Submit Tier 2 Project Reports" application.
2. Select Reporting Method:
   • By Category: Enter expenditures by diverse business classification (indirect spend) or by individual supplier (direct spend).
   • By Upload: Use the provided template to upload your expenditures.

Reporting by Category

• Diverse Business Classification:
  • Choose your entry method:
    • Use the system's revenue calculator by entering total sales figures.
    • Input a revenue percentage to allocate to Tier 2.
  • Enter spend by classification (e.g., Women-Owned, Minority-Owned, Veteran-Owned).
  • Use the "+" icon to add spend entries, the red trash icon to delete, and the pencil icon to edit.
• Individual Supplier:
  • Add suppliers using the "+" icon. Enter details manually or select from existing records.
  • Provide a supplier number or let the system generate one.

Reporting by Supplier Upload

• If prompted, download the Excel template, fill in supplier details (name, demographics, flags) and spend amounts, save with a new name, and upload it.

Considerations

• Enter "$0" if you have no expenditures.
• If the <Spend Entry> box is grayed out and there is an alert triangle on the worksheet, it means the supplier does not meet the criteria set by your customer.  An expired certification or an incomplete supplier record often causes this. Click on the alert triangle to review the issue.
• Use icons next to supplier records to update diversity categories or certifications.
• Edit entries with the pencil icon unless they are locked by the client. If needed, contact the client or SG Support to unlock entries.
• The <Spend Entry> alert box shows the minimum criteria the customer requires to be eligible for the spend.  This alert will only show if your supplier does not meet at least one of the criteria.
• Next to each supplier record are icons that allow you to update diversity categories or certifications for each supplier. The "people" icon links you to demographic data about the company. Once you select this, a panel will allow you to edit the company's diversity categories and ethnicity information.
• You can always edit your entries using the pencil icon. However, you cannot update if the client has locked your entry. In this case, you will have to contact either the client directly or SG Support to unsubmit your entries.

Confirmation

The system auto-saves your entries, so there is no submit button. Your entries are submitted automatically once entered.