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At Fidelity, we believe diversity and inclusion is a business imperative. Consumers and businesses represent diverse backgrounds, experiences and values. As a customer obsessed company, our commitment to supplier diversity means proactively procuring goods and services from businesses that reflect and value the diversity of our customers. |
About Fidelity
We help over 38 million people feel more confident in their most important financial goals, manage employee benefit programs for over 22,000 businesses, and support more than 13,500 financial institutions with innovative investment and technology solutions to grow their businesses.
Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
Tier II Program Reporting Requirements
Fidelity requires that suppliers who participate in the 2nd Tier Program submit performance reports detailing purchasing data covering spend with the following supplier classifications:
**Only Indirect**
- Minority-Owned (MBE)
- Woman-Owned (WBE)
- Veteran-Owned (VET)
- Service Disabled Veteran-Owned (SDVET)
- Lesbian Gay Bisexual Transgender-Owned (LGBT)
- Disability Business (DISABLED)
- Historically underutilized zones (HUBZone)
- Small Business (SMALL)
- Disadvantaged Business (DBE)
Reports must be submitted quarterly on the following dates:
- Quarter 1 (January 1 - March 31):
- Period opens April 1st
- Reports due by May 15th
- Quarter 2 (April 1 - June 30):
- Period opens July 1st
- Reports due by August 15th
- Quarter 3 (July 1 - September 30):
- Period opens October 1st
- Reports due by November 15th
- Quarter 4 (October 1 - December 31):
- Period opens January 1st
- Reports due by February 15th
*Please access your UniTier account to learn of any changes made to your customer's reporting due dates
Questions about reporting requirements? CONTACT US
