SUPPLIERS: Reporting Diverse Spend via the Project Reporting Worksheet

Please note, in the SupplierGATEWAY system, there are 2 types of Tier-2 reporting. There is Standardized Tier 2 which is the general reporting expenditures summary AND there is Project Reporting which is reporting against cost centers/business units. Please note this snapshot is for Project Reporting only.

The Project Reporting Worksheet is a Tier 2 Expenditure summary that can be executed by reporting Project Tier 2 by Diverse Business Categories and in some cases Tier 2 Spend by Supplier. (not all customers require Spend by Supplier)

1. Select the Reporting Period

Please note, if the grace period is negative, that means you have missed the reporting window. Please email your customer to see if they will approve an extension for you to report.

2. Report by Category

Filling out the worksheet

From the available list of categories, select a cost center or project code from the dropdown and enter the spend for that category. For example, Women-Owned Spend, Minority-Owned Spend and Veteran-Owned Spend are very common for you to report against.  Please CLICK HERE for a full glossary of Diversity Classifications

You must click on the "Add" icon ("+") to save each entry.

Note: The list of options you see will vary based on your customer - so don't worry if the list is not the same as the example below.

3. Report by Individual Supplier

Adding suppliers to your list

To report spend on a supplier by supplier basis, you will need to add or identify which suppliers you plan to report agains first, the report the spend with that supplier.

To add a suppliers one at a time, click on the "+" icon and enter the required information.  The system will automatically search to see if the supplier is already established somewhere in our database.  If they are you can pick them from the list.  If they are not, you can enter the details about the company.

Once the Supplier is added, it will populate on your worksheet.

Filling out the worksheet

From the available list of suppliers, select a cost center or project code from the dropdown and enter the spend with that supplier for the period you selected earlier.  You must click on the "Add" icon ("+") to save each entry.

Make sure you make an entry for every supplier, even if the entry is "0".

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FAQ - I cant enter spend - the box is greyed out. What does it mean?

 If the spend entry box is greyed out and there is an alert triangle on the worksheet, it means the supplier does not meet the criteria set by your customer for reporting diverse spend.  This may be because of an expired certification or you have not provided enough information to determine the correct demographic categories for your supplier.  Click on the alert triangle to see what the issue is.

FAQ - what does the information in the alert explanation box mean?

The Spend entry alert box shows you the minimum criteria that the customer requires for the spend to be eligible.  This alert will only show if your supplier does not meet at least one of the criteria.

FAQ - How can I update the supplier profile if this if I have information?

Adding Demographics

Next to each supplier record are icons that give you the ability to update diversity categories or certifications for each supplier. 

The diversity category icon is the "people" icon and links you to demographic data about the company.

This link will open a panel where you can edit the company's diversity categories and ethnicity information if you have it.

Adding certifications

The certification icon is the "paperclip" icon and links you to certification data about the company.

This link will open a panel where you can edit the company's certifications if you have it/them.  To make an entry you will need to upload a copy (in .PDF filetype) of their certification as part of the process.

FAQ – What if I need to edit or delete my entries?

You may make changes or remove entries, provided your customer has not locked out the selected reporting period

• To make changes, click on the edit icon next to the entry you have made.
• To delete an entry, click on the delete icon next to the entry you have made.

In either case, the system may prompt you to provide a reason.  This is so your customer can understand the underlying reason why you are making changes that will impact their report totals.