UNIVERSITY OF CALIFORNIA SANTA BARBARA PROCUREMENT SERVICES TOWN HALL
|
|
- Berniece McKenzie
- 8 years ago
- Views:
Transcription
1 UNIVERSITY OF CALIFORNIA SANTA BARBARA PROCUREMENT SERVICES TOWN HALL Presented By: Jacob Godfrey Date: 10/20/2015
2 Welcome Everyone! Agenda Big Picture Mission and Team Performance Challenges Looking Forward UCSB Procurement Town Hall 10/20/2015 2
3 UC Procurement Challenge Within 5 years, the University will redirect $500 million from administrative costs to the academic and research missions. $500 MILLION P200 Program Challenge Redirect $200 million annually to teaching, research and public service through the procurement of goods and services. 11/16/2015 3
4 Sourcing Prioritization Matrix A list of identified sourcing opportunities within the six categories in Current Procurement Spend were prioritized based on estimated benefit and ease of implementation. $4M LS04 Lab Supplies & Fixtures Life Sciences MRO/Facilities Estimated Benefit $0M LS08 Drugs & Pharmaceutical Products LS09 -Med Equip., Accessories & Supplies LS07 Measuring, Observing & Testing Instruments PS04 Business & Corp Management Consultation Services LS06 Lab & Scientific Equip (Remaining Spend) MRO06 Other Bldg & Facility Maint. Svcs PS03 Legal Services IT06 Software/Hardware Engineering IT01-PC/Laptops MRO05 PS05 - Printing IT11 Software (Non-Oracle) PS01-Temp Personnel Svcs PS02 Temp Personnel Recruitment PS07 Risk Mgmnt Consult. Svcs PS13 - Advertising IT12- software (Oracle) PS08 Publishing PS11 LS05 -Lab & Scientific Equip MRO02 Cleaning & Janitorial Services PS06 IT Consulting IT03 Networks Equipment PS09 Sales & Business Promotion Activities IT08 MRO08 IT04 OEE06 IT07 OEE05 PS10 IT02 -Apple IT05 IT09 IT10 PS12 FD02 FD03 FD04 FD01 Prepared & Preserved Foods (Prime Vendor) OEE02 FD07 FD05 FD06 MRO01 Cleaning & Janitorial Supplies MRO03 - Furniture LS03 Chemicals: Elements & gases LS01 Chemicals: Compounds & Mixtures OEE01 Postal, Small Parcel & Courier Svcs OEE07 Office Supplies OOE03-Printer or Fax Toner MRO07 General MRO Supplies LS02-Chemicals: Additives MRO04 Refuse Disposal & Treatment OEE04 Paper Products 0.5 Higher Effort Ease of Implementation Lower Effort 7.5 IT and Telecom OEE Prof Services Food and Dining Requires further review Note: Sourcing opportunities identified for Non-Traditional categories have not been included in the prioritization matrix 4
5 P200: A Transformative Journey P200 Program established Procurement Leadership Council formed Strategic capabilities assessment delivered (KPMG) 5-year Strategic Plan developed Procurement Management Board established, CPO hired Strategic Plan approved and funded Leadership & Strategy Alignment Operating Model Optimization 2015 Operating Infrastructure Implementation Steady State Benefit tracking in place Strategic Sourcing COE pilots/wave 1 sourcing initiated Performance Management key performance indicators defined Contract Director/Repository launched Spend Analytics launched Sourcing Director launched Sourcing Technology and Spend Analytics roadmaps established 11/16/2015 5
6 UC P200 Program - Updates Exceeded FY14-15 Goal! Benefit actuals and forecasts in millions based on spend volumes and opportunity sizing Steady State Objectives: Establish and utilize new system-wide contracts Strategically source nontraditional categories $100 $133 $120 $140 $170 $165 $200 Increase effectiveness of procurement operations FY12-13 (baseline) FY13-14 (actuals) FY14-15 (actuals) FY15-16 System-Wide Sourcing Existing Contracts (pre Nov 13) $60 $63.5 $36.8 $15.7 $6.5 Current Contract Benefits (post Nov 13) $11.9 $43.6 $21.4 $16.6 New Contracts (forecast)* Traditional Categories $49.9 $55.9 Non-Traditional Categories $24 $51 Local Campus Activities Procurement& Supply Chain $35 $50.9 $80.8 $48 $64 Payment Incentives $5 $6.3 $8.5 $6 $6 Efficiency $0.9 FY /16/2015 * New contracts forecast will adjust as new benefits achieved are added to the portfolio 6
7 UCSB Solar Array Energy Savings Opportunity In an effort to save money and increase energy and power to the campus, Facilities Management and Procurement worked together on an RFP to solicit a Solar company to install solar panels on campus building rooftops. Solar energy is an environmentally sustainable, cost-saving commodity which provides the most sound and cost effective method of providing additional energy for the campus. It s important to note the University is not paying for the panels or installation, but rather only the energy we produce. We are leasing the following ground space to produce the energy: Lot 38 (Harder Stadium) Mesa Parking Structure San Clemente Parking Structure Lot 10 Parking Structure (CNSI) Rob Gym Events Center (Thunderdome) 2013 University of California Results $705,000 annual savings from generating power instead of pulling from the grid. During the 20 year contract, UCSB is looking at a very conservative total of $14.1M in savings. Power of Collective Spend Collaboration Sustainability Cost Savings
8 UC Procurement Services Our Vision Be acknowledged by University of California executive and campus leadership, faculty, staff and students as a high performing strategic partner that is essential to the financial health of the University Our Mission Expand opportunities for teaching, research and public service by delivering savings and efficient procurement services across the University of California Our Strategic Objectives Develop collaborative relationships with clients across the UC system to understand needs and provide high quality procurement services that best meet those needs. Pursue strategic initiatives in a coordinated manner that leverages the power of our collective spend and redirects savings to teaching, research and public service. Invest in and optimize talent and technologies across the University to deliver far greater benefit than can be achieved by any single location working independently. Drive down Total Cost of Ownership (TCO) and promote new revenue opportunities through effective sourcing, contract management and supply chain solutions. Partner with suppliers to develop business relationships and solutions that optimize value for the University. 8
9 UCSB Procurement Services Team Jacob Godfrey Associate Director & Chief Procurement Officer/Materiel Manager Open Procurement Services Assistant CalliPrice Procurement Manager Vaughn Boyle Equipment Manager and FlexCardProgram Coordinator Kathleen Yabsley Gateway Systems Coordinator Open Strategic Sourcing Coordinator Daniel Sweeney Contracts Analyst Kimberley Tapia Contracts Analyst Jason Gonzalez Buyer Monica Yamasaki Buyer Lynn Corrigan FlexCard Coordinator Diana Kunz Mina Equipment Management Assistant Open P200 and Special Programs Coordinator Karen Jeffers Contracts Analyst We are looking for talented and motivated people to join our high performance team! TJ Bloominger Buyer Donna Baumann Supplier Enablement Specialist What s Changed This Year: We Reorganized Under FARM We Repositioned Central Stores How About Our People? 2 Departures 1 New Hire 1 Promotion 1 Reclassification 9
10 Challenges Technical FSIP Asset Management Module FSIP GMC Integration and Build Out FSIP Gateway Integration UCOP Spend Analytics Integration Regulatory OMB Uniform Guidance SB Prevailing wage SB 376 -Fair Wage Fair Work / Fair Wage 10
11 Gateway Gateway Users: Active Users: 6,160 Requistioners: 3,300+ Account Approvers: 2,100+ Department Buyers: 600+ Site Content: Hosted Catalogs: 15 Inclusive of 1.5M Products Punchout Suppliers: 16 Total Suppliers: 5,375 Summary Statistics: 127,580 Purchase Orders Processed 1.2 Day Turn Around Average! 176,696 Invoices Paid* Day Turn Around Average! *AP Processed 200,000 as of October 9 th at 9:29am 11
12 Training and Resources Classes Offered Procurement Fundamentals Accounts Payable 101 Small Business Subcontracting Gateway 101 Gateway Forms Gateway Receiving Gateway Management Console 101 FlexCard Department Administrator FlexCard Department Reviewer FlexCard Holder Fundamentals of Equipment Management Register for training at: search "Gateway." Training and User Manuals Helpdesk X8025 Website FAQ s 12
13 Gateway Helpdesk HRS or Less -Average Ticket Response Time! Supplier Cancel/Close PO Payment Status/Invoicing Misc Contracts Requsition Questions 0 6,791 Tickets Submitted over the last 12 months 566 Average Monthly 17 Ticket Categories Tracked Next Steps: ETS Service Desk (Tier 1 & 3) and UCSD Service Desk (Tier 3) 13
14 UCSB Procurement Services Performance Purchase Order Processing Time (Days) Processing time has improved by 75% since 2013! FY15 Procurement Services Turnaround RFP Activity by FY 0-2 days 2-5 days 5-9 days 9+ days RFPs Central Procurement processed 2,941 PO s in FY 15 or 5% of all PO s Issued
15 Contracts Performance Processing time has improved by 75% since 2013! Turnaround (in weeks) FY 15 Processing Time 0-8 days (1 week) 9-15 days (2 weeks) days (3 weeks) Over 3 weeks
16 Cycle Time (PR PO) FY15 UCBerkeley 0% 20% 40% 60% 80% 100% UC - Combined Member Cycle Time (FY15) 4.0% 2.6% 0.5% UCIrvine UCRiverside UCSB UCSC UCSD 0 Days 1 Day 2-5 Days 6-10 Days Days 30+ Days 16.2% 13.0% 63.7% 0 Days 1 Day 2-5 Days 6-10 Days Days 30+ Days UCSF UCBerkeley UCIrvine UCRiverside UCSB UCSC UCSD UCSF Total 0 Days 62,459 3,740 5,173 23,197 11, , , ,496 1 Day 38,957 3,253 2,068 6,854 6,556 16,875 18,427 92, Days 35,488 3,056 1,197 4,714 4,868 11,023 13,909 74, Days 14, ,134 1,610 2,383 2,844 23, Days 11, , , Days 1, ,633 Grand Total 164,390 10,883 8,774 36,538 26, , , ,613 The PO Cycle Time report represents a grouping by the number of days it takes for a PR document to go from PR submission to org PO revision Date. Reference Period; July 1, 2014 Mar 24, 2015 (SciQuest Data Warehouse)
17 FlexCardProgram Performance FlexCard Holders FlexCard Holders FC Spend Smart Chip Embedded Credit Cards are being issued!
18 Gateway Invoice Processing Results! 200,000 Invoices Processed in Gateway as of Oct 9 th, 2015 Processing Time has decreased by nearly 75%! Invoice Date to Export Date Invoice Date to Export Date Next Steps: Enable more suppliers to submit electronic invoices directly to Gateway. Target 50% of the total invoice populations by end of FY
19 Cycle Time (Inv) FY15 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% UC - Combined Member Cycle Time UCBerkeley 5.2% 3.1% 0.9% UCSB UCSC UCSD 0 Days 1 Day 2-5 Days 6-10 Days Days 30+ Days 6.6% 8.8% 75.4% 0 Days 1 Day 2-5 Days 6-10 Days Days 30+ Days UCSF UCBerkeley UCSB UCSC UCSD UCSF Total 0 Days 99,235 45,447 15, , , ,228 1 Day 22,830 1, ,812 17,613 48, Days 39,889 2, ,035 15,459 63, Days 29,611 1, ,048 4,421 37, Days 15,973 2, ,323 2,669 22, Days 3,579 1, ,629 Grand Total 211,117 54,949 15, , , ,563 Cycle Time = Invoice Submit to Invoice Export Date Reference Period; July 1, 2014 Mar 24, 2015 (SciQuest Data Warehouse)
20 Vendor Management Summary Total Requests Processed: 2,549 Supplier Additions: 1,396 Duplicates/Changes: 1,153 Process Time Non Catalog Hosted Catalog 0-3 days (68%) 4-9 days (18%) days (7%) 21+ days (7%) Coming FY 2016 Vendor File Clean Up!
21 Announcing the Gateway Mobile App! 21
22 Looking Forward Gateway New Mobile App Check it out! Sustainability & Social Justice Disaster Preparedness -Supply Chain and Debris Management Plan CPSM - Investing in our Expertise Delegated Procurement Who can sign? Business Contracts Program / CORO Initiative Systems AP CXML Invoicing and Vendor Portal Project Vendor Management - Supplier Rationalization & Vendor File Payment Plus Program Expansion Procurement Services Training and Newsletter We re looking for a few good people to join our team! 22
23 Recap of Performance Highlights Requisition Processing Time Improved by 75% Contracts: Processing Time Improved by 75% Invoice Processing Time Improved by 75% 23
24 If you would like to contact us after the presentation: Jacob Godfrey UCSB Procurement Services HelpDesk
25 Thank you for your time! Questions? 25
PROCUREMENT SERVICES BRAG BOOK FEBRUARY 2015
PROCUREMENT SERVICES BRAG BOOK FEBRUARY 2015 A Message from the Chief Procurement Officer Dear Colleague, Each year, our 230 University of California procurement professionals partner with fellow administrators,
More informationUC San Diego Commodity Strategy and Spend Analysis
UC San Diego Commodity Strategy and Spend Analysis October 6, 2008 Gayle Ta and Bob Neuhard Topics Commodity Strategy Commodity Analysis Strategy Development Key Performance Indicators and Metrics Executive
More informationTransforming Accounts Payable from Cost Center to Profit Center in Higher Education
Transforming Accounts Payable from Cost Center to Profit Center in Higher Education Ian Paul Da Costa Manager, Accounts Payable University of California, Los Angeles (UCLA) Agenda Objectives How a Purchase
More information6/21/2013. High Level Overview
High Level Overview Christine Griffin Gateway Systems Manager Streamlined and strategic buying Best value pricing for contracted prices Speed with shopping carts Automated approval routing and tracking
More informationNC E-Procurement. NCASBO Conference February 2015
NC E-Procurement NCASBO Conference February 2015 I value the use of the NC E-Procurement System. My colleagues like the fact that their orders are transmitted directly, speeding up the process and excluding
More informationP200 BENEFIT TRACKING SOURCING BUYERS FOR TRANSACTIONAL AND
P200 BENEFIT TRACKING FOR TRANSACTIONAL AND SOURCING BUYERS To help understand the total benefit achieved through procurement s sourcing, transactional, and other value-add activities. Benefit Tracking
More informationCreative Solutions to Increase Utilization of Strategic Sourcing Agreements. 91 st Annual Meeting & Exposition April 1 4, 2012 Anaheim, California
Creative Solutions to Increase Utilization of Strategic Sourcing Agreements Todd Adams Senior Manager UCSD Central Procurement Nicole Lamb Senior Manager UCSD Strategic Sourcing Increase Utilization of
More informationUC P200 SPEND ANALYTICS INTRODUCTION WEBINAR 1/8 & 10/13
UC P200 SPEND ANALYTICS INTRODUCTION WEBINAR 1/8 & 10/13 Agenda Today s Objectives Spend Analytics Overview Training Timeline Spend Analytics Scope A Look at Spend Analytics Guiding Principles Next Steps
More informationGATEWAY DESK MANUAL. January 2014
GATEWAY DESK MANUAL January 2014 University of California, Santa Barbara 3203 Student Affairs and Administrative Services Building (SAASB) Santa Barbara, CA 93106-1150 Vol.1 Christine Griffin and Hannah
More informationUCSC Pro-Card Administration
UCSC Pro-Card Administration Presented by IT Audit Program Manager Dave Lane University of California, Santa Cruz July 16 th 2015 Internal Audit Webinar Series Presentation Overview Based on the audit
More informationProcurement Reporting - OBIEE
UC BERKELEY Procurement Reporting - OBIEE Project Charter Tracey Bolton 9/7/2011 0 P age Version 3 Project Name: Prepared by: EDW Procurement Reporting Project Tracey Bolton Date (MM/DD/YYYY): 08/4/2011
More informationIT Service Management Vision and Strategy Summary / Roadmap
IT Service Vision and Strategy Summary / Roadmap Lyle Nevels, Deputy Chief Information Officer Presented at the One IT Summer Gathering August 13, 2014 University Profile and Mission The University of
More informationWelcome to Procurement Services 2015 Spring Forum
Welcome to Procurement Services 2015 Spring Forum Forum Agenda UW eprocurement (Ariba) Update Status BPO Receiving Exceptions Purchases over Direct Buy In Development Ariba 9r2 Upgrade Implementation Payment
More informationKansas City National Security Campus (KC NSC)
Kansas City National Security Campus (KC NSC) Partnering with Small Business for Mission Success Karen Wrigley Small Business Program Manager Honeywell FM&T 2 Kansas City National Security Campus Government
More information*DRAFT* Change Agent Group Goals-Procurement
*DRAFT* Change Agent Group Goals-Procurement Mission Statement: To enable the acquisition of resources in a manner that supports the UC education, research, and public service mission through innovation,
More informationCopyright 2013, Oracle and/or its affiliates. All rights reserved.
1 The Value of PeopleSoft Human Capital Management 9.2 Marc Weintraub Director, PeopleSoft Product Management 2 Safe Harbor Statement The following is intended to outline our general product direction.
More informationEmerging Procurement Trends in Steel Industry. Indian Steel 2008, Mumbai
Emerging Procurement Trends in Steel Industry What are the most critical issues facing your industry? CHEMICALS Raw Material Availability 78% Infrastructural Issues 76% Cost Competitiveness 63% Customer
More informationPeopleSoft HCM 9.2. Interaction Hub. by Information. Copyright 2013, Oracle and/or its affiliates. All rights reserved.
PeopleSoft HCM 9.2 Key Concepts Intuitive Usability Redefining How Work Gets Done Efficient Workcenters and Dashboards Continuing Web 2.0 User Experience Strengthened Self Service Experience Next Generation
More informationMetro Website Development CIMS Project Six Steps for Doing Business with Metro - Live Webinar Q&A Session June 30, 2015
Metro Website Development CIMS Project Six Steps for Doing Business with Metro - Live Webinar Q&A Session June 30, 2015 Questions To whom it may concern, I'm Charles Favors of CBF Xeriscape Designs. My
More informationRapid Progression from Tactical Buying to Global Strategic Sourcing. Vice President, Planning & Procurement
Rapid Progression from Tactical Buying to Global Strategic Sourcing Paul Anderson Vice President, Planning & Procurement Agenda: Strategic Sourcing Journey Life Technologies Overview Tactical Buying vs.
More informationTO MEMBERS OF THE COMMITTEE ON LONG RANGE PLANNING: DISCUSSION ITEM EXECUTIVE SUMMARY
L3 Office of the President TO MEMBERS OF THE COMMITTEE ON LONG : For Meeting of July 22, 2015 UCPATH PROJECT UPDATE DISCUSSION ITEM EXECUTIVE SUMMARY UCPath was launched in 2010 as a systemwide UC strategic
More informationIT UNIFICATION Vision, Impact & Strategy. May 2015
IT UNIFICATION Vision, Impact & Strategy May 2015 Presentation Agenda Why Unification Embracing Business Drivers UC San Diego Strategic Plan IT Unification Vision Campus Impact What s in it for campus?
More informationShared Services Defined
Shared Services 101 Shared Services Defined The objective of Shared Services is to optimize the delivery of costeffective, flexible, quality services to all clients. Combines the Best of Both Models: Scale
More informationThe University of Information Technology -UCSC
The primary mission of ITS is to provide high quality infrastructure, support, and innovation in the delivery of information technology products and services to continually advance UCSC s reputation as
More informationINFORMATION TECHNOLOGY
MISSION STATEMENT The Information Technology department provides technology, telecommunications and information systems leadership and strategic planning while ensuring efficient, cost effective implementation
More informationHow to Manage a Successful R12 Upgrade and Overcome the Challenges: Methodology and Tips that Work
O2 Works Putting Oracle to Work Oracle E-Business Specialists How to Manage a Successful R12 Upgrade and Overcome the Challenges: Methodology and Tips that Work August 20, 2010 Overview / Agenda Introductions
More informationBUILDING A STRATEGIC PROCUREMENT FUNCTION. William M. Cooper, C.P.M. University of Missouri System
BUILDING A STRATEGIC PROCUREMENT FUNCTION William M. Cooper, C.P.M. University of Missouri System Abstract "Procurement as a function, regardless of the industry, is incredibly strategic to the bottom
More informationSupplier Enablement - Best Practices
Supplier Enablement - Best Practices Olaf Schrader (Product Manager) 2009. Ariba, Inc. All rights reserved. Session Goal Supplier enablement is the key to success on the Ariba Network. Join this session
More informationOracle Business Intelligence Applications: Complete Solutions for Rapid BI Success
1 Oracle Business Intelligence Applications: Complete Solutions for Rapid BI Success Lara Chedid Associate Project Manager Youssef Halawi Sales Consulting Manager Safe Harbor Statement
More informationYARDI Procure to Pay SuiteTM
YARDI Procure to Pay SuiteTM Go paperless with our centralized procure to pay solution. Reduce costs with online catalogs, electronic invoice processing and vendor, bid, and contract management. Gain valuable
More informationUCPath Change Management Strategy for UC San Diego. July 2013
UCPath Change Management Strategy for UC San Diego July 2013 Overview Background Key Components Approach & Methodology Change Network Framework For Action Challenges Resources & Tools Summary Table of
More informationEnvironmental Sustainability
Environmental Sustainability The University of California has always been on the leading edge. It s no surprise then that decades before the world took notice of climate change, UC faculty, researchers,
More informationAn Overview of Fastenal s E- Business Partners and Technology Solutions for E- Procurement
An Overview of Fastenal s E- Business Partners and Technology Solutions for E- Procurement Objective: To deliver to our customers an electronically enabled supply chain process that lowers Total Systems
More informationBusiness Opportunities: A Guide to Winning Federal Contracts
Business Opportunities: A Guide to Winning Federal Contracts Text File Slide 1 Business Opportunities: A Guide to Winning Federal Contracts Welcome to SBA s online training course, Business Opportunities:
More informationMIT s E-Commerce Portal
MIT s E-Commerce Portal powered by Elevating procurement to a new level Who Is SciQuest? Software company offering a suite of hosted solutions to meet e-procurement e needs MIT signed with SciQuest in
More informationSan Diego Gas & Electric
San Diego Gas & Electric Diverse Business Enterprises Yan Fei, Supplier Diversity Advisor 2002 San Diego Gas and Electric Co. and Southern California Gas Company. All copyright and trademark rights reserved.
More informationDepartment of Information Technology
Department Description The Department of Information Technology (IT) is responsible for providing strategic technology direction, managing and implementing IT governance processes in support of the cross-departmental
More informationOptions Are Good. A Treasury Perspective on Driving Value from Payments. Jody L. Lutz Senior Vice President PNC Treasury Consulting Group
Options Are Good A Treasury Perspective on Driving Value from Payments Presented to: April 20, 2015 Jody L. Lutz Senior Vice President PNC Treasury Consulting Group (412) 768-2364 Jody.Lutz@pnc.com Traditional
More informationOperations Strategic Plan
Operations Strategic Plan Updated July 2009 Located on a 200-acre site in the hills above the UC Berkeley campus, Berkeley Lab is a world-renowned center for science and innovation that employs approximately
More informationFrom Virtualized to ITaaS. Copyright 2011 EMC Corporation. All rights reserved.
From Virtualized to ITaaS 1 Priority Discussion Topics Laying the foundation for IT-as-a- with the right architecture Key process areas and capabilities that need to be rethought during the process (ie.
More informationAttachment 1. Office of Research Unit Goals
Attachment 1 Office of Research Unit Goals Human Subjects Division Encourage UW research by facilitating the fulfillment of ethical and compliance responsibilities associated with human subjects research
More informationTelecom Expense Management
Telecom Expense Professional Cost Group Ltd. Control your costs Manage your assets Transform your business Visit us online: www.pcmg.co.uk/tem Your Challenges. For most companies, fixed and mobile communications
More informationP2P User Group: Focus Group #1. Finance December 13, 2011
P2P User Group: Focus Group #1 Finance December 13, 2011 Functionality Using the P2P system, you can: 1. Shop for commonly-purchased goods from catalogs 2. Create PO s for custom orders (using an electronic
More informationSUBJECT: FY 2016 Procurement Department Budget Submittal Budget Unit 118
County of Santa Clara Office of the County Executive Procurement Department 2310 North First Street, Suite 201 San Jose, California 95131-1011 PHONE (408) 491-7400 FAX (408) 491-7495 February 27, 2015
More informationCorporate Procurement and Supply Services
Corporate Procurement and Supply Services CORPORATE SERVICES Branch Manager: Dan Lajeunesse 16 CORPORATE PROCUREMENT AND SUPPLY SERVICES 2016 2018 BUSINESS PLAN Table of Contents INTRODUCTION Our Branch
More informationPractical Cost Savings Strategies
Practical Cost Savings Strategies Eileen G. McLoughlin, Assistant Vice President of Finance and Budgeting Kelli Perry, Assistant Vice President for Finance and Controller Ron Moraski, Director of Procurement
More informationOBIEE 11g Pre-Built Dashboards from Oracle Courtesy: Oracle OBIEE 11g Deployment on Vision Demo Data FINANCIALS
FINANCIALS General Ledger The General Ledger module provides insight into key financial areas of performance, including balance sheet, cash flow, budget vs. actual, working capital, liquidity. Dashboard
More informationCopyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13
Copyright 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 13 PeopleSoft Human Capital Management Roadmap Ronnie Toerien ECEMEA Competency
More informationOpportunities for Small Businesses. Presented by Christina Kite, Senior VP, Corporate Group Strategy & Operations
Opportunities for Small Businesses Presented by Christina Kite, Senior VP, Corporate Group Strategy & Operations April 30,2013 Our Commitment to Puerto Rico At the Federal Reserve Bank of New York ( the
More informationAn E-Procurement Overview
NC E-Procurement @ Your Service An E-Procurement Overview Department of Administration Division of Purchase and Contract Presented to House Select Committee on E-Procurement February 15, 2012 Sam Byassee
More informationPalm Beach County Clerk & Comptroller s Office Contracting & Purchasing Review
Palm Beach County Clerk & Comptroller s Office Contracting & Purchasing Review SHARON R. BOCK Clerk & Comptroller Palm Beach County Audit Services Division September 18, 2008 Report 2008 03 September 18,
More informationOnline Requesting and Receiving. Training Manual
Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding
More informationSystem-wide: One local person for system-wide secretary (Kymberly). Ballots will be collected via SurveyMonkey. Details coming soon.
MINUTES LAUC-SD Membership Meeting May 8, 2012 2:00 pm 3:30 pm BML Events Room ADDITIONS TO THE AGENDA ANNOUNCEMENTS / UPDATES / REMINDERS Elections Update System-wide: One local person for system-wide
More informationProcess Validation Workshops. Overview Session
Process Validation Workshops Overview Session 2 Session Objectives: Prepare staff for participating in a Process Validation Workshop Clarify the Purpose of Process Validation Workshops Clarify Expected
More informationProcure to Pay (P2P) Welcome. Presenters: Barbara Moser- Purchasing Joanne Webb- Accounts Payable
Procure to Pay (P2P) Presenters: Barbara Moser- Purchasing Joanne Webb- Accounts Payable Welcome Before we Get Started Please turn cellphones to silent or vibrate Be courteous to presenters and other people
More informationEXCEL CHARTER ACADEMY Purchasing Policy
EXCEL CHARTER ACADEMY Purchasing Policy It is the policy of the Board to comply with state and federal law regarding the procurement of supplies, materials and equipment. The Board directs its educational
More informationProcure to Pay Services Information Roadshow. Procurement Services August 2013 financecustomercare@ohio.edu
Procure to Pay Services Information Roadshow Procurement Services August 2013 financecustomercare@ohio.edu Procure to Pay Services Welcome Introductions and Agenda Procure to Pay Services Annual Report
More informationClass 1-Permanent Record
Campus: District Department: Fiscal Services Classification Length of Retention for Class 3 records Supervisor of Destruction 1 = Permanent Record A = Upon acceptance of District Audit 1 = District Designee
More informationIT Standards & Contract Management
Appendix F IT Standards & Table of Contents Vision of Action... 2 Background... 3 Goals and Objectives... 4 Projects... 5 Metrics and Measures... 6 F IT Standards & Carol Steffanni Director, MDIT Bureau
More informationOptimizing the Source to Contract Process to Maximize and Lock in Savings Patrick Eckhert Cardinal Health Head of Indirect Procurement
Optimizing the Source to Contract Process to Maximize and Lock in Savings Patrick Eckhert Cardinal Health Head of Indirect Procurement Program Goals and Overview Goal Share our strategy and approach for
More informationSmartShore Offerings. Your Gateway to Knowledge Process Outsourcing and Remote Infrastructure Mgmt.
DISCUSSION DOCUMENT SmartShore Offerings Your Gateway to Knowledge Process Outsourcing and Remote Infrastructure Mgmt. SmartShore Services, Inc. sales@smartshore.us Tel 203-653-7235 Sep 9, 2009 Overview
More informationAlgonquin and Lakeshore Catholic District School Board
Ministry of Education Algonquin and Lakeshore Catholic District School Board Follow-up Report to the Operational Review January 2012 TABLE OF CONTENTS 1. INTRODUCTION... 1 2. STATUS AND IMPLEMENTATION
More informationUC Online Pilot Project. Advisory Board meeting. October 11, 2011
UC Online Pilot Project. Advisory Board meeting October 11, 2011 PROGRESS REPORT OIPP: The Courses Faculty and campus-led; Available from January 2012 With representation from most disciplines STEM (Physics)
More informationUniversity of Wisconsin - Platteville UNIVERSITY WIDE INFORMATION TECHNOLOGY STRATEGIC PLAN 2014
University of Wisconsin - Platteville UNIVERSITY WIDE INFORMATION TECHNOLOGY STRATEGIC PLAN 2014 Strategic PRIORITIES 1 UNIVERSITY WIDE IT STRATEGIC PLAN ITS is a trusted partner with the University of
More informationEvery Business Needs Money to Grow
Every Business Needs Money to Grow 1 Edward Lawings, President & CEO Kathleen E. Driver, Principal Partner Agenda 1 2 3 4 About EWL FINANCIAL Why EWL FINANCIAL Smart, simple choices, customized for you
More informationPROCUREMENT OUTSOURCING: The 10 Things Companies Really Want to Know
PROCUREMENT OUTSOURCING: The 10 Things Companies Really Want to Know By Jason Gilroy Vice President of Outsourcing ICG Commerce As featured in: Over the past year, ICG Commerce has seen an unprecedented
More informationDivision of Human Resources. Strategic Plan For a Culture of Excellence
Division of Human Resources Strategic Plan For a Culture of Excellence TABLE OF CONTENTS INTRODUCTION... 2 DEPARTMENTAL MISSION STATEMENT ALIGNMENT... 4 HUMAN RESOURCES STRATEGIC DIRECTIONS... 5 HR STRATEGIC
More informationCommunication Plan. Information Technology Services UC Santa Cruz. Updated November 2010 Version 1.4. Author: Lisa Bono
Communication Plan Information Technology Services UC Santa Cruz Updated November 2010 Version 1.4 Author: Lisa Bono Table of Contents TABLE OF CONTENTS... I 1 PURPOSE... 1 2 GOALS AND OBJECTIVES...2 3
More informationUT Market. Project Charter Document. Doc. Ref.: Charter UT Market Version: Draft 6 Status: REVISED on 4/27/2010 Initial Date: 2/4/2010
UT Market Project Charter Document Doc. Ref.: Charter UT Market Version: Draft 6 Status: REVISED on 4/27/2010 Initial Date: 2/4/2010 To be Approved by: FRMS Operational Sponsors and Executive Sponsor Document:
More informationPurchasing Office. Vendor Policies and Procedures WE ARE AN EQUAL RIGHTS AND OPPORTUNITY SCHOOL DISTRICT
Purchasing Office Vendor Policies and Procedures WE ARE AN EQUAL RIGHTS AND OPPORTUNITY SCHOOL DISTRICT Background Pittsburgh Public Schools is the second largest of over 500 school districts in the Commonwealth
More informationIntroduction to epro and the GAFIRST Marketplace for Shoppers
Introduction to epro and the GAFIRST Marketplace for Shoppers 1 Important Notes Discuss handouts Security Request Forms (w/default acct #) Test Database URL, login and password Production Database; no
More informationSungard Banner Integration
Project Team eprocurement Overview Advantages of Implementing HigherMarkets Sungard Banner Integration Savings Overview Questions BUSINESS INTELLIGENCE REPORTS SOURCING MANAGER CONTRACT MANAGER SPEND
More informationTO MEMBERS OF THE COMMITTEE ON GROUNDS AND BUILDINGS: 1 DISCUSSION ITEM
GB3 Office of the President TO MEMBERS OF THE COMMITTEE ON GROUNDS AND BUILDINGS: 1 For Meeting of July 21, 2015 DISCUSSION ITEM PRELIMINARY PLANS FUNDING, MISSION BAY EAST CAMPUS PHASE 1 (BLOCK 33) BUILDING,
More informationHow To Be Successful In A Business
A CFO s Perspective on How Supply Chain and Finance can Collaborate to Deliver Value by Joselito Diga CFO, Unilab SUPPLYLINK 2012 CONFERENCE Philippines Institute of Supply Management 19-20 April 2012
More informationFISCAL CLOSING INSTRUCTIONS June 30, 2015. This letter provides information and instructions for fiscal year closing June 30. Items of note include:
FISCAL CLOSING INSTRUCTIONS, 2015 This letter provides information and instructions for fiscal year closing. Items of note include: May Ledger - Departments should review the May ledgers and input all
More informationOE PROJECT CHARTER TEMPLATE
PROJECT : BearBuy Implementation PREPARED BY: Vanessa Wong and Jon Conhaim DATE (MM/DD/YYYY): 07/23/2011 PROJECT CHARTER VERSION HISTORY VERSION DATE COMMENTS (DRAFT, SIGNED, REVISED CURRENT STATUS) (MM/DD/YYYY)
More informationITTP Phase III: ITS Support Center Project. Warren Mikawa ITS Client Support Manager
ITTP Phase III: ITS Support Center Project Warren Mikawa ITS Client Support Manager New IT Services Model 2 Campus Help Desks: Current State Multiple Help Desks across campus Multiple modes of client support
More informationNC E-Procurement. ACCBO Spring Conference May 2015
NC E-Procurement ACCBO Spring Conference May 2015 General Statistics Over 4.9 Million purchase orders have been issued through NC E-Procurement More than $31 Billion in spending has processed through the
More informationTransforming Accounts Payable from Cost Center to Profit Center in Higher Educa;on
Transforming Accounts Payable from Cost Center to Profit Center in Higher Educa;on Ian Paul Da Costa Manager, Accounts Payable University of California, Los Angeles (UCLA) Robert Hebert Regional Vice President
More informationJDE/ERP Strategy & Roadmap. C r a i g T h i e l e n
JDE/ERP Strategy & Roadmap C r a i g T h i e l e n 2011 Trissential. All Rights Reserved. 1 2011 Trissential. All Rights Reserved. 2 2011 Trissential. All Rights Reserved. 3 Oracle Investment in JDE Past
More informationIBM TRIRIGA Version 10.3. Procurement Management User Guide. Copyright IBM Corp. 2011 i
IBM TRIRIGA Version 10.3 Procurement Management User Guide Copyright IBM Corp. 2011 i Note Before using this information and the product it supports, read the information in Notices on page 192. This edition
More informationOracle Fusion and PeopleSoft Human Capital Management: A Novice's Guide to Making the Right Choices
Oracle Fusion and PeopleSoft Human Capital Management: A Novice's Guide to Making the Right Choices Jaynie Martin, Emtec, Inc. Session #106530 Tuesday, April 9 4:30-5:30 PM ABOUT We are a dedicated team
More informationDepartment of Human Resources
Workforce Services Workforce Policy and Planning Department Management/ Human Resource Information Systems Employee Relations Employment Compensation and Workforce Analysis Employee Benefits Organizational
More informationHFHS Purchasing Supply Chain and Supplier Diversity
HFHS Purchasing Supply Chain and Supplier Diversity Pursuing Perfection One of Henry Ford s top priorities is to pursue perfection by transforming how we deliver care and dramatically improving patient
More informationSAN DIEGO S CLEANTECH INDUSTRY AT A GLANCE
Cleantech Editor s Note: The San Diego Regional Economic Development Corporation (EDC) would like to credit CleanTech San Diego as the principal contributor to the following industry overview. CleanTech
More informationStrategic Sourcing & B2B E Commerce Solutions for ASEAN Purchasing Professionals. Bill Kohnen
2015 PASIAWorld Annual Conference 2020 Vision: Competitive Procurement, Logistics and Supply Chain Strategic Sourcing & B2B E Commerce Solutions for ASEAN Purchasing Professionals Bill Kohnen ASEAN As
More informationE-Commerce: Application Integration with Oracle Applications
E-Commerce: Application Integration with Oracle Applications Presented By: Anne Blanchard Director of Product Management SPS Commerce, Inc. Application Integration with Oracle Applications Benefits of
More informationVision. Mission. Core Values
Vision To be the Preference in Value Optimization for Business Mission To develop Business Leaders through imparting quality education and training in financial and non-financial areas to bring value-addition
More informationCisco Systems, Incorporated: Operationalizing a B-to-B Social Media Center of Excellence
THINK TANK FOUR: SALES AND MARKETING GIL 2012: SILICON VALLEY Cisco Systems, Incorporated: Operationalizing a B-to-B Social Media Center of Excellence AUSTIN PULLMANN North American Program Manager, Growth
More informationAGENDA ITEM BACKGROUND TO: GOVERNING BOARD ITEM NUMBER
TO: GOVERNING BOARD AGENDA ITEM BACKGROUND DATE FROM: PRESIDENT SUBJECT: Information Technology Update April 11, 2011 ENCLOSURE(S) REASON FOR BOARD CONSIDERATION INFORMATION Storage Area Network (SAN)
More informatione-solutions by Thermo Fisher Scientific
e-solutions by Thermo Fisher Scientific You need a partner that s committed to delivering online and on-site solutions that meet your unique requirements our e-solutions are designed to do just that. thermofisher.com
More informationKofax White Paper. Overcoming Challenges in AP Automation. Executive Summary. Benefits of Accounts Payable Automation
Kofax White Paper Executive Summary Accounts payable automation presents unique challenges. It is characterized by large volumes of data, arriving in different formats and media that must be securely received,
More informationThe R ole of Internal Audit in the Control E nvironment
The R ole of Internal Audit in the Control E nvironment Wanda Lynn Riley Chief Audit Executive Audit and Advisory Services University of California, Berkeley Internal auditing is an independent, objective
More informationHR Service Delivery: Campus Initiatives
HR Service Delivery: Campus Initiatives David Odato, UCSF Jeannine Raymond, UCB Ramona Agrela, UCI Karen Hull, UCD Facilitated by: Scott Bolman, Mercer University of California Human Resources December
More informationA Collaborative Approach to Creating an Agile Workforce
A Collaborative Approach to Creating an Agile Workforce In periods of economic uncertainty, every company strives to increase its agility. During past economic downturns, companies employed tighten your
More informationCCP Recruitment 2015 Salary Survey
CCP Recruitment 2015 Salary Survey Technical & Engineering 2 Pharmaceutical & Medical Devices 3 Accountancy Industry & Support 4 Office Administration 4 Human Resources & Training 5 Supply Chain 6 Information
More informationCalifornia Institute of Technology. E-Procurement Solution. Requisitioning. User Guide. TechMart 1 User Guide 6/05
E-Procurement Solution Requisitioning User Guide TechMart 1 Table of Contents Getting Started Introduction...4 Browser Requirements...5 Logging On...6 Navigation TechMart Home Page Navigation...7 Profiles
More informationCall Center Operations Guide OUTLINE. Sales: (925) 485-4949
OUTLINE Sales: (925) 485-4949 http://www.mmcad.com MMC AD Systems PO Box 12281 Pleasanton, California 94588 1997 MMC AD Systems, Pleasanton, California. All Rights Reserved. 1.0 Mission Statement 2.0 Goals
More informationThe Growing EE Workforce Infrastructure
The Growing EE Workforce Infrastructure April 13, 2010 Presented by: Massachusetts Program Administrators Agenda Overview of Workforce Infrastructure Expansion Drill down into Residential Drill down into
More information2015 Strategic Business Plan Franklin County Data Center Ishreth Sameem, CIO
2015 Strategic Business Plan Franklin County Data Center Ishreth Sameem, CIO Mission The Franklin County Data Center partners with County agencies to deliver cost efficient business solutions and provide
More information