THE UNIVERSITY OF BRITISH COLUMBIA

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THE UNIVERSITY OF BRITISH COLUMBIA

Supply Management University community success
through supply management leadership and service
UBC Purchase Card
Why bother ??
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Supply Management
Procurement Technology Change

• Purpose
• Review tactics for increasing service, speed and
  efficiency while maintaining or improving
  procurement empowerment at UBC

• Desired Outcomes
• to understand why escalation of spend tools are
  needed
• to understand capabilities
• to understand the plan timelines and execution
• obtain feedback for more technology service
  improvement

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Supply Management
Boring Business Plan with Board Policy Direction
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Supply Management
2004 UBC and Unit Challenges / Solutions

• Whats ahead for the function???
• CFI / NSERC granting will continue to grow and
  push our resource capabilities past our current
  limit.
• Add Resources, Adopt Technology and empower UBC
  faculty and staff!
• Web-Based Technology will keep evolving and
  offer us new options.
• Jump on technology with a flex-able approach.
• Sustainable Development will continue to be on
  the forefront pushing our definition of re-use to
  new scope.
• Need to find additional partners to increase
  Re-use rates.
• Product Life-cycles will continue to get
  shorter pushing our procurement frequency and
  product sophistication to higher levels.
• Leverage User knowledge and speed processes.
• Traveller service demands will continue to grow.
• Roll-out technology and educate traveller on
  deliverable values.

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Supply Management
UBC Technology Needs
Proven and Reliable Flexibility for Users Can
grow and evolve with roles Financial Protection
for Users and UBC Effective Helping UBC Faculty
and Staff in their jobs Industry (merchant)
accepted
Technology Assessment made 3 years ago
Card Technology Capabilities
15 Years of Operation in North
America Customized to specific needs
spend/merchant/Dept ID User protection/controls
improved over past processes Speeds transactions
over many mediums phone/internet/direct Empowers
users to spend limits that reflect individual
needs Card (Visa MC) Technology is accepted
everywhere today
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Launched in 02 and it took off

• UBC Adopton Rate Card Spend has doubled every
  year,
• Business Volumes (Current Status)
• Total Spend through SM Dept 213 MM/yr vs
  70MM 4 years ago
• PO Created for high value deals (CFI etc)
  3000/yr
• BO Order Value (Target of the program)
• 34MM exposure that needs to be managed (60000
  transactions)
• Users Trained 750 UBC card holders today
• Planned Phase 2 Rollout complete by November
  30, 2005
• Target is 20MM Annual spend (1.6MM/Month)

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Supply Management

• The Users are asking for more functionality and
  flexibility
• Delegated Authority limits to be increased
• Access to large UBC contracts with this
  technology to save money
• Multi Account/SpeedChart/PG capability/reduced
  work ie. JV
• Direct PS V8 tie-in linkage to avoid system
  hopping

So Supply Management wants to make it grow and
replace our aging systems and processes but we
want to hear more from .everyone.
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Supply Management
Questions????