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Coupa Success Portal

Complete Tier 2 Diversity Reports

Introduction

Your Coupa customers often have to report on the diversity of their spend to maintain diversity certifications. When they request Tier 2 Diversity Reports, they are asking you to report on any of your company’s spending with your diverse suppliers over a specific period of time.

There are two types of Tier 2 Diverse Spend reporting that your customers may request:

  • Direct Spend is spend that can be directly attributed to the goods and/or services your company provides.
  • Indirect Spend is spend that cannot be directly attributed to the goods and/or services your company provides.

How it works

You can complete Tier 2 Diversity Reports either through the Coupa Supplier Portal (CSP) or from a Supplier Actionable Notifications email. If you are completing the form via email, follow the instructions in the email and start on step 2 in this procedure.

  1. In the CSP, go to Profile > Information Requests.
  2. Review the instructions. Your customer specifies the reporting period, currencies, diversity types, and spend types they want information about.
    Tier 2 form.
    Field Description
    Reporting Period The span of time your customer wants you to report on. Only include spend that occurred within the specified date range.
    Allowed Currencies The currencies your customer wants you to report on. Only include spend in the indicated currencies.
    Allowed Categories The diversity categories your customer wants you to report on. Only include spend that falls within those categories. For more information, see Diversity categories.
  3. Select Download Template next to the spend types your customer requested data for.
  4. Fill in the CSV files and save them. For field descriptions, see Direct Spend fields and Indirect Spend fields.
  5. In the CSP, select Choose File and upload your CSV files to their corresponding spend type.
  6. Once you've uploaded your completed files, select Submit.

Direct Spend fields

Direct Spend is spend that can be directly attributed to the goods and/or services your company provides and is reported individually for each of your diverse suppliers. All fields are required, except for the Certificate fields.

Only include suppliers that:

  1. Are of a diversity type accepted by your customer
  2. You have spend with over the requested reporting period
  3. Provided goods or services specific to your work for the requesting customer
Field Description
Company Name The name of the diverse supplier whose products and services can be directly linked to your work for your Coupa customer.
Diversity Type

The three-letter diversity code for the diversity type that applies to the listed supplier. If the supplier has multiple diversity types, please list all types separated by commas. If the supplier has no associated diversity type, they shouldn't be included. For more information, see Diversity categories.

Total Purchases

The total amount of money you spent with this supplier over the period requested that directly relates to your work with your Coupa customer.

Currency

The currency used to transact with this supplier. If multiple currencies were used to transact with this supplier, please create a separate row for each currency type.

Certificate Type

If available, the name of the agency responsible for certifying this supplier’s diversity status. If the supplier has multiple certifications, list all agencies separated by commas.

The Certificate fields are not required. If you have certificate information, we highly recommend that you include it.

Certificate Number If available, the certificate number associated with this supplier’s diversity certification. If the supplier has multiple certifications, list all certification numbers separated by commas.
Expiration Date

If available, the expiration date for the supplier’s certification (dd/mm/yyyy). If the supplier has multiple certifications, list all expiration dates separated by commas.

Indirect Spend fields

Indirect Spend is spend that cannot be directly attributed to the goods and/or services your company provides and is reported in relation to specific diversity categories. When reporting Indirect Spend, it may be helpful to separately compile a list of diverse Indirect Suppliers before you complete this report so you can aggregate your spend by diversity category.

When compiling your diverse spend, please only include spend from suppliers that:

  1. Are of a diversity type accepted by your Coupa customer
  2. You have spend with over the requested reporting period
  3. Provided goods or services specific to your work for your Coupa customer
Field Description
Diversity Type

The diversity categories that your Coupa customer requested you report on. These columns are for your reference, and should not be modified. If you don't report on a certain diversity type, leave that row blank. For more information, see Diversity categories.

Ethnicity

Ethnicity is required for the Minority Business Enterprise (MBE) diversity type. Leave this column blank for other diversity types.

Total Purchases

The total amount of purchases your company has made with suppliers of that diversity type during the reporting period.

Currency

The currency used to complete your purchases within the specific diversity type.

If you report in multiple currencies for a single diversity type, add one row for each currency.

Total Sales in Reporting Period

Your total sales to all customers over the reporting period. This information is needed to calculate your requesting customer’s diversity credit based on your indirect diverse spend. Contact your Coupa customer for more information.

Total Sales with Requesting Customer in Reporting Period Your total sales with your Coupa customer over the reporting period. This information is needed to calculate your Coupa customer’s diversity credit based on your indirect diverse spend.

Diversity categories

Diversity Marker Code Description
ABILITYONE Ability One Program
ACDBE Airport Concession Disadvantaged Business Enterprise
AMS Aboriginal and Minority Supplier
ANC Alaskan Native Corporation
BOB Black-owned business
DBE Disadvantaged Business Enterprise
DOB Disability Owned Businesses
DVBE Disabled Veteran Business Enterprise
EDWOSB Economically Disadvantaged Women-Owned Small Business
EMB Ethnic minority businesses (EMBs)
HBCU Historically Black College or University / Minority Institution
HUBZone Historically Underutilized Business Zone
IOB Indigenous-owned business
LGBTBE Lesbian, Gay, Bisexual, Transgender Business Enterprise
LSA Labor Surplus Area
MBE Minority-Owned Business Enterprise
MGOB Minority group owned business
NAO Native American owned
NPO Non-profit Organization
SBA8A SBA-8(A)
SBE Small Business Enterprise
SDB Small Disadvantaged Business
SDVBE Service Disabled Veteran Owned Business Enterprise
SDVOSB Service Disabled Veteran Owned Small Business
VOB Veteran Owned Business
VVO Vietnam Veteran Owned
WBE Woman-Owned Business Enterprise
WOSB Woman-Owned Small Business

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