How to - Set up Tier-2

Step 1 - Identify Primes and Mark them as “Required to Report”  

There are a few methods available to identify your Primes. These options can be seen below. 

Option 1-  Populate your Supplier Upload Excel template from the Supplier Upload Console (see supplier management menu). Mark “Y” under “Required to Report” column.

Option 2- Go to Supplier Status (see supplier management menu), locate your Prime and mark them as “Required to Report”

Option 3- Go to your Tier-2 Spend Dashboard, select "Manage Reporting Primes” at the top of your dashboard.

To add a supplier, click Add Reporting Prime to search and add one from the database. To mark multiple suppliers as Tier 2 Primes, download the template, fill in the company name, supplier number, contact information, and enter Y in the Required to Report column to mark prime suppliers who must report tier 2 spend.

Step 2 - Set up Reporting Periods

Refer to Manage System Settings, Select Account Management > Baseline Settings and confirm your fiscal year, reporting frequency, and grace period for your Primes.

Step 3 - Communicate Reporting Dates

Send a mass email to your prime suppliers explaining why reporting is important. Be sure to include the full-year reporting deadlines and how often they need to report. You can use the Campaign Console to reach out, but we recommend sending an initial message from your internal email to help boost participation. Additionally, you have the ability to send out a message to all prime suppliers via 'Manage Reporting Primes' within the Tier 2 App.