1. 1 ONLINE TIER II ELECTRONIC REPORTING SYSTEM “OTTERS” Jill Schunk Our Fearless Leader

2.  Importance of Tier II Reporting  Where have we been?  Where are we going?  Contract Language Changes  System Parameters  Reporting  Indiana University Supplier Diversity Program 2

3. WHERE WE STARTED 3

4. IT’S NOT WORKING ANY MORE 4

5. OTTERS O nline T ier T wo E lectronic R eporting S ystem 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?” 5

6. 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. 6

7. 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 7

8. 8

9. USER PERMISSIONS 9

10. NEW PROJECT ENTRY SCREEN 10

11. NEW SUBCONTRACTOR ENTRY SCREEN 11

12. LIST OF SUBCONTRACTORS 12

13. ACTIVE CONSTRUCTION PROJECT GRID 13

14. INACTIVE PROJECT GRID 14

15. GENERAL CONTRACTOR’S ENTRY PAGE 15

16. INDIANA UNIVERSITY INTRODUCTION PAGE 16

17. GC’S CONSTRUCTION PROJECTS 17

18. 18

19. GC’S SUBCONTRACTOR’S MONTHLY REPORTING FORM 19

20. GC’S MONTHLY REPORT 20

21. GC’S MONTHLY REPORT DATES 21

22. OTTERS HEADER PAGE 22

23. OTTERS EXECUTIVE REPORT 23

24. OTTERS EXECUTIVE REPORT CONT’D. 24

25. OTTERS EXECUTIVE REPORT CONT’D. 25

26. CONSTRUCTION PROJECT REPORT 26

27. CONSTRUCTION PROJECT REPORT 27

28. CONSTRUCTION PROJECT REPORT 28

29. CREATE REPORTS (BACK OFFICE) 29

30. LATE REPORTS 30

31. VENDOR CONTACTS 31

32. IU BUSINESS DIVERSITY LINE CARD 32

33. BACK OF LINE CARD 33 The Indiana University Business Diversity Department Is committed to: Assisting Indiana University in meeting its strategic goal of increasing economic development in Indiana Successfully meet all Federal and State reporting requirements Participating in community outreach activities Introducing new Minority and Women owned businesses to IU Purchasing staff and departments to enhance opportunities Facilitating Minority and Women owned businesses relationship building Ensuring a business environment that fosters the inclusion of businesses owned and controlled by minorities, women and other disadvantaged businesses in Indiana University’s contracting and procurement processes Indiana University Business Diversity 1000 Waterway Blvd. Suite 101 Indianapolis, IN 46202-2156 Business Diversity Website: http://www.indiana.edu/~busdiv/ Procurement Services Website: http://www.indiana.edu/~purchase/ STAFF Robert J. Halter Executive Director of Purchasing and Business Diversity 317-274-7746 – Phone 317-274-6086 – Fax Email: rhalter@iu.edu Lynn Mimms Business Diversity Coordinator 317-278-5384 – Phone 317-278-5385 – Fax Email: jlmimms@iu.edu