2. Spend Management Solutions Survey Study: Supplier Diversity in Education

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

4. 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

5. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 4 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: ?

6. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 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

7. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 6 What Did We Find

8. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 7 *in millions/annually Institution Spend

9. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 8 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?

10. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 9 Other Focus Areas: Hubzone, Service Disabled, Alaska Native Corps, Small Disadvantaged The Program

11. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 10 *Corporate study performed by Institute for Supply Management in 2012 with roughly 290 corporate supplier diversity participants (9 education participants) The Program

12. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 11 Department Spending (without procurement involvement) $200011% $250044% $500022% $2500011% Stakeholders

13. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 12 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

14. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 13 The Team Team Exercise

15. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 14 *Only one person surveyed held a CPSD The Team

16. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 15 Other responses included NCTRCA, Regional Minority Council, SWAM Certification, SAM.gov, Self- Certification Supplier Outreach

17. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 16 Other responses included Chamber Partnerships, State Wide Online Dashboard, Corporate Contacts, and SAM.gov Supplier Outreach Group Feedback

18. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 17 Putting Things in Prospective Group Discussion

19. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 18 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!!!

20. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 19 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

21. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 20 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.

22. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 21 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.

23. NAEP Supplier Diversity Institute Chicago, IL August 4 – 5, 2014 22 Closing Thoughts

24. Supplier Performance & Development Initiatives SC Training & Program Support