Spend Management Solutions Survey Study: Supplier Diversity in Education

G. Sean Williams, CPSM Tonnia Thomas, Ph.D. Managing Partner, SMS-Advisors Execution Director, SMS-Advisors Survey Study: Supplier Diversity in Education

Supplier Performance & Development Initiatives SC Training & Program Support Our Core Strengths Program Management Support Supplier Quality Assessments Integrated Execution Support Supplier Registration Portals Data Analytics & Reporting Supplier Growth Strategies

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Understanding of Spend Diversity Program Insight Stakeholder Behavior Supplier Diversity Team Dynamic Outreach Platforms and Opportunity Survey Study: Supplier Diversity in Higher Education Why the Survey Study? US: Ultimately, we wanted to understand the world of Supplier Diversity in Education You: ?

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Survey Scope 10 Institutions in Total 9 Universities, 1 School District 8 Public, 2 Private Average Spend Estimate = $366M Questions centered on program Key findings and thoughts

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, What Did We Find

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, *in millions/annually Institution Spend

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, For those with goals, which level best describes your goal? A.Up to 10% = 33.3% B.Up to 15% = 16.7% C.Greater than 20% = 50% The Program Question: What if target levels were higher?

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Other Focus Areas: Hubzone, Service Disabled, Alaska Native Corps, Small Disadvantaged The Program

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, *Corporate study performed by Institute for Supply Management in 2012 with roughly 290 corporate supplier diversity participants (9 education participants) The Program

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Department Spending (without procurement involvement) $200011% $250044% $500022% $ % Stakeholders

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, A.No one knows about the initiative yet outside of a small group = 0% B.All department heads are aware of the program = 50% C.All department heads are supportive of the program = 10% D.Supplier Diversity is a key influencer in sourcing decisions = 40% Stakeholders

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, The Team Team Exercise

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, *Only one person surveyed held a CPSD The Team

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Other responses included NCTRCA, Regional Minority Council, SWAM Certification, SAM.gov, Self- Certification Supplier Outreach

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Other responses included Chamber Partnerships, State Wide Online Dashboard, Corporate Contacts, and SAM.gov Supplier Outreach Group Feedback

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Putting Things in Prospective Group Discussion

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, How do we frame Supplier Diversity going forward? MBE Outreach Inclusion Programs Concept Application Integration Approach Continuous Support Connectivity Engagement Competitiveness Op Ex Growth Readiness Social Resp. Econ Dev. Key Finding: How do you successfully do more with less… Non-Disclosure Notice: Courtesy of SMS-Advisors. Please do not repurpose without written consent. On both sides!!!

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Focus on Program Contribution? Non-Disclosure Notice: Courtesy of SMS-Advisors. Please do not repurpose without written consent. CAP System SMS CAP System sm Give them what they want, then what they need! Concept Strategy & Planning Articulation of Concept Application Process Driven Direction System of Measuring Results

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Focus on MBE Contribution (IBEM) IBEM looks for a coordinated blend of strategy, productivity, quality, financial strength, growth readiness, people strength, systems capability and process sustainability Non-Disclosure Notice: Courtesy of SMS-Advisors. Please do not repurpose without written consent.

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Measuring IBEM with the Operational Performance and Sustainability Score (OPS) Contributing to the Value Proposition: Chief Procurement Officer Cost Savings Year over Year Management of Working Capital Strength of Diverse Supply Base Strength of Diverse Supply Base Economic Development MBE Spend Job Creation Sustainability Sustainability Generational Wealth Generational Wealth SMS OPS Scorecard Parameters AwarenessProcessReportingIntegrationLeadership Non-Disclosure Notice: Courtesy of SMS-Advisors. Please do not repurpose without written consent.

NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, Closing Thoughts

Supplier Performance & Development Initiatives SC Training & Program Support