1. FY16 Controller Call Series
May, 2016
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2. Unit Controller Calls – MAY 12th and 17th
​E=Business Review Update (Susan Chapman)
VAR Process Review potential changes and gain Unit Controller feedback (Sue Lombardi / Jeff Canger)
Questions
Unit Controller Calls – MAY 12th and 17th
Here is what we’ll cover during our time together today:
Unit Controller Call May 2016

3. E=Business Review Update
Unit Controller Network Call
E=Business Review Updates

4. E=Business Review Updates
New Leadership and Support Role overview page
Point of View selector
Hierarchy selector
E=Business Review Interactive Reporting Dashboard
Mainloc/Region Submission no longer closes assignment window
Expanded Level 1 and Level 2 E=Business Review Attestation Windows
Level 1 Attestation window: Tuesday Wk 2 at 8PM EST – Thursday Wk 2 at 3PM EST
Level 2 Assignment window: Thursday Wk 2 at 3PM EST – Sunday Wk 3 at 11:59PM EST
E=Business Review Updates

5. Leadership and Support Overview Tab
DM Review/Assign
Updated Leadership and Support Tab.
Expanded to offer more information on Action Plans and their impact on UOP.
Allows Controllers the ability to review action plans versus Exemptions and promote the use of action planning to change financial progress.
Insight into thresholds and attestation within their hierarchy
POV allows views to be changed between Operational and Non-Operations units (Indirect units and Direct with Marketing category of Sodexo Admin)
Org level selector allows for drill in information on targeted areas.
E=Business Review Updates

6. E=Business Review Interactive Reporting Dashboard
DM Review/Assign
EBR Interactive Reporting Dashboard is available from link on E=Business Review reporting tab to get in-depth information on the information summarized on the reporting tab.
E=Business Review Updates

7. Mainloc/Region Submission Update
Mainloc/ Region submission will not close assignment window
Review that Mainloc/Region submission will no longer close the assignment window. Assignment window will remain open until Monday Wk 2 at 3PM EST for Lvl 1 and Sunday 11:59PM EST for Lvl 2.
Submitting Mainloc/Region will be for manager’s tracking purposes only to change from Red to Yellow on Overview page and provide a guide of what unit’s have been reviewed.
Used for tracking purposes only
E=Business Review Updates

8. Expanded E=Business Review Ownership Timeline
Sun
Mon
Tues
Wed
Thurs
Fri
Sat
Period Financial Close 1 2 3
DM Review/Assign
DM Attest
Week
VP Review
GM Variance Exp.
GM Action Planning
Review new expanded ownership timeline
VP Review
GM Action Planning Cont.
E=Business Review Updates

9. Q&A

10. Overview of VAR Process Proposed Changes
May 2016

11. Meeting Objectives
Review Proposed VAR process changes and gain feedback 1
Changes Moving Forward 2
Process Flow 3
Deeper Dive Item Details
SODEXO Transformation Storytelling – North America:
How DRIVE, T4P, Finance comes together to deliver the first set of Sustainable Solution for clients
DRIVE & T4P Program Architecture Overview:
DRIVE & L4P Overview, Why we must do this
DRIVE & T4P Timeline Overview
Client Billing Before & After
DRIVE & T4P Program Scope & Impact:
Project Scope & Impact
DRIVE Deployment Consideration
DRIVE Next Steps
Service Type Hierarchy (Deep Dive):
Service Type / Service Elements
Finance/Food/Labor Integration
Service Type Governance/ Maintenance
PC-CC Breakout Guidelines
Revenue Alignment Before & After
Revenue, Raw Materials &b Personnel Cost Alignment Process
Implementation, Deployment and Change Management:
DRIVE Deliverables: 3 Sites & Central Kitchen & Admin CC
Key Business Process “Cut-overs”
Deployment checklist and countdown schedule
Deployment support approach
Deployment Readiness Process 4
Questions, Recommendations 5
Next Steps

12. Changes moving forward with the VAR process
Current VAR Process
Suppliers are setup with limited Governance as to need
Still too many alternative Suppliers being utilized
Changes To Occur
Stronger Supplier Governance approval will be added
Electronic form to be established as start of process
Suppliers required to sign enhanced indemnity agreement
Impact Generally
Requestors must learn new process
Stronger Governance implemented for Supply Chain
Impact To Each of You
Will continue to be guided to use Contracted Suppliers
Will be required to send documentation of business reason
Benefits
Reduction in Alternative Suppliers being setup and reduction of Supply Chain Risk

13. Process flow
Utilize
Current
Tools
Complete
Electronic
Form
Governance
Review
Decision
Communicated
Complete
VAR Package
Current Tools
My Supplier Locator; Actionable Reports; Supplier Deactivation List
Electronic Form
Link on SodexoNet; 7 Questions to determine business need
Governance Review
Product Quality Assurance; Supply Mgmt; Risk Assessment;
Communications
Will receive VAR package to complete or recommended Contracted Supplier to be used
** The VAR Package has slight modifications including a streamlined indemnity agreement based on Supplier Type. Suppliers will be required to follow Sodexo’s Supplier Code of Conduct and Standardized payment terms.

14. Emergency Use or One Time Use Suppliers
If request is for an emergency purchase or one time purchase:
Requestor should use their purchase card per the policy AF-Topic
If Requestor does not have a purchase card (Contact Purchase Card team)
Requestor will process Purchase Card charges through concur expense reports
If Supplier does not accept Purchase Cards
Accounts Payable team will temporarily open the vendor number in the AP system, pay the invoice, and then deactivate it the same day

15. Service Suppliers or Sub-contractor Suppliers
If the request is for a sub-contracted food provider
Request will be sent to the Legal Department Contract Administrator and Product Quality Assurance to process as a Food Subcontractor Agreement
Product Quality Assurance will work directly with the Legal Department Contract Administrator and the Requestor to complete the Food Subcontracting Agreement process (or recommend a sub-contractor currently under agreement)
If the request is for a non-food service supplier who meets the Subcontracting thresholds:
The request will be sent to the designated Segment Representative for processing through the appropriate sub-contracting agreement with the Legal Department Contract Administrator and Requestor
If the request is for a non-food service supplier who does not meet the Subcontracting thresholds:
The request will follow the same new VAR process as food and non-food product suppliers

16. Questions & Concerns

17. Next steps Finalize process with Supplier Governance Committee
Complete Electronic Form and End to End Process Ownership
Communicate and Implement

18. UFS Application – Controller Corner
Be sure to access the UFS launch site – scroll down to the lower right corner to access “Controller Call Corner.”
Presentations are loaded to this site for distribution. 18

19. Resources Questions? Unit Controller Network Call Materials
UFS Launch site
E=Business Review
NorAm FSI Reporting and Analysis
Management Reporting and Analysis (MR&A)
VAR Process
Client Procurement Services Call Center , option 1
Questions or feedback related to VAR Process changes should be sent to
Thank you for your participation, your time, and for your support of this very important call series.
Resources for the topics covered on today’s call are listed here.
Copy of today’s deck can be obtained by visiting the Controller Corner on the UFS launch site 19