The Matrix of Leadership NAEP District VI Annual Conference September 25, 2017

University of Colorado 62,000 students $4.11B budget $1.06B procurement spend $1.1B research funds $42M overall travel spend 47 FTE at the Procurement Service Center (PSC)

Procurement Service Center The Procurement Service Center supports the research and academic missions of the University of Colorado’s four campuses and System Administration by providing the following services: Purchasing Commercial Card Program Contracting Small Business Program Payables Strategic Procurement Travel Procurement Systems

Procurement Technologies CU Marketplace (Jaggaer) Live in 2011 SaaS (Software as a Service) 3 upgrade releases/year Influence Jaggaer through Customer Advisory Board and Business Reviews Concur Travel & Expense Live in 2010 12 upgrade releases/year Influence Concur through Customer Advisory Board and Business Reviews Tripit Pro and Concur Mobile apps

PSC Organizational Chart Vice President and Chief Financial Officer Senior Associate Vice President and Chief Business Officer Sandy Hicks Associate Vice President and Chief Procurement Officer Teresa Rausch Director of Procurement Operations (5 direct, 13 total reports) Duane Tucker Director of Strategic Procurement (5 direct reports) Mary Martin Director of Payment Services & Travel (4 direct reports, 15 total reports) Kara Finch Director of Procurement Systems (4 direct, 8 total reports)

Procurement Operations Purchasing Services Purchasing Agents Contract Administrators Commodity Manager Procurement Contract Management Support to departments for management of contracts Small Business Program Supplier Development Subcontracting Plans

Procurement Operations

Strategic Procurement Business Analytics Data Analytics Process Analysis Support all areas of procurement Strategic Sourcing Supplier Relationship Management Enterprise-wide contracting opportunities Contract Lifecycle Management Supplier Performance Mutually valuable goals Customer Relationship Management Campus customer events Electronic Communications

Strategic Procurement

Payment Services and Travel Accounts Payable Audit and process payments to: External suppliers Employees and non-employees for travel and other reimbursements Individuals serving as study subjects Commercial Card Procurement and travel card management Fraud referrals Card program compliance E-Payables Travel Day-to-day travel issues Cash advance process Expense report troubleshooting Travel program compliance Travel supplier relationship management

Procurement Systems Procurement Systems Supplier Support Marketplace and Concur support Software releases Configuration changes Integration testing Enhancements Process efficiencies through software Supplier Support New supplier invitation and registration approval Existing supplier record management Day-to-day supplier support TIN check process Administrative Team Document management Invoice distribution Small business and subcontract reporting Overall PSC operational support

Procurement Systems Business Needs Technology

PSC Strategic Plan Provide Strong Customer Service Deliver and Communicate Value Employee Engagement Improve Processes

PSC Strategic Plan Provide Strong Customer Service Aspirations Accountability Increase Role of Technology Automation Internal Collaboration Efficiencies Best-Value Suppliers Measurable Value Procurement-related Processes Thought Leadership Outreach & Customer Experience Increase Level of Partnership Transparency Collaboration Provide Strong Customer Service Deliver and Communicate Value Employee Engagement Improve Processes

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