How to - Set up Tier-2

Tier-2 refers to reports submitted by your designated Prime suppliers, showing their diversity spend based on the business they conduct with your organization. To begin collecting these reports, you’ll need to identify and/or upload your Prime suppliers into the system.

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- Fill out your Supplier Upload template from the Supplier Upload Console (found in the Supplier Management menu) or through the Manage Reporting Primes section within the Tier 2 application. Make sure to complete all required fields and enter "Y" in the "Required to Report" column. Once your template is complete, perform a New Upload in the system.

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.