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Update on OECM (Ontario Education Collaborative Marketplace) A Presentation to the 2017 OCSTA/OCSBOA Business Seminar April 27, 2017 Presented by: John A. Sabo, OECM President and CEO

Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

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Page 1: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

Update on OECM (Ontario Education Collaborative Marketplace)

A Presentation to the

2017 OCSTA/OCSBOA

Business Seminar

April 27, 2017 Presented by: John A. Sabo, OECM President and CEO

Page 2: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

OUR CONVERSATION TODAY 1. Governance “Matters”

• Sector Outreach

• OECM’s Transformation Journey

• Governance Renewal Update

2. Marketplace Update • Spend Analytics

• Products & Services

• Future Areas of Focus

3. Other Issues

• Communication Protocol(s)

• O4 and R3

Page 3: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

2007 - 2011 2011 – 2015 2016 - 2020

3

2004 - 2006

Business Focus

• Grow the business

• Achieve sustainability

• Build strategic

partnerships

• Enhance service &

operational effectiveness

Board of Directors

• Education sector

executives, +

Independents, + Ontario

Government ex-officio

members

Business Focus

• Education Market Focus

• Customer-Centric Services

• Operational Excellence

• Governance and Reporting

Board of Directors

• “Competency-Based”

Independents +Sector

Experience

• Amended Letters Patent &

Bylaw

Business Focus

• Create awareness

• Foster collaboration

• Communicate

features & benefits

Board of Directors

• Education sector

“executive level”

Business Focus

• Feasibility funding

from OntarioBuys

• Proof of Concept

Study

• Engagement of

Education Sectors

Board of Directors

• Education sector

“operations-level”

Start Up Transform and Grow Sustain Concept

OECM IS “10 YEARS" OLD

OUR BUSINESS AND GOVERNANCE EVOLUTION

Page 4: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

OECM IS OFTEN REFERRED TO

AS

“CSBSA

ON STEROIDS”

Page 5: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

OECM Legal Framework “Amended”

5

Letters Patent Objects

Broaden OECM’s potential customer base

to reflect future business transformation

changes

OECM By-Law #1

Streamlined/key rules about Board,

membership structure, meetings and

policies/procedures

Objects (purposes)

To provide supply management, and other administrative, management or support services on a

non-profit basis to educational institutions, including universities, colleges and school boards,

and to any other organizations that may wish to benefit from the corporation’s services.

“Special provisions” (required by law) re: Not-for-Profit

The corporation shall be carried on without the purpose of gain for its members, and any profits

or other accretions to the corporation shall be used in promoting its objects.

Page 6: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

OECM “Today”

6

Who We Are Who We Serve How We Create

Value

How We Deliver

Value

A trusted not-for-

profit group

procurement*

sourcing partner. *We are NOT an

SSO, supplier or

purchaser!

We contract with

innovative, reputable

suppliers to offer a

comprehensive

choice of quality

products and

services

Savings

Choice

Service

Ontario’s

education sector,

Broader Public

Sector and Not-

for-Profit

organizations

Our Mission Generate savings to support excellence in

education by unlocking the potential of

collaborative strategic sourcing.

Our Vision Be the premier member -driven supply

management partner for Ontario’s

education sector.

Module 1: Overview and Business Model

Page 7: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

OECM SECTOR “PARTNERSHIP” GOALS:

Be your partner in developing “collaborative procurement.”

Be your partner of choice.

Be your “NOT-FOR-PROFIT” partner

7

When it comes to collaborative procurement,

always think of OECM as your preferred

sourcing partner.

Page 8: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

VALUE PROPOSITION: THE OECM ADVANTAGE

8

How We Create and Deliver Value Customers Achieve Savings

• Approximately $ 60.0 M (product costs only) on 6

products and services from 2010 to 2016. Note:

Savings validation ongoing.

Customers Have Choice:

• 143 Suppliers

• 56 categories of products and services

Customers get Service Excellence:

How to access our services

oecm.ca

Voluntary participation

Free to access

No Commitment

“OECM is an excellent partner for School Boards and a

valuable resource. Every individual I have been in contact with

has provided outstanding customer service.

Thank you!” (2015 Voice of the Customer Survey)

Page 9: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

VALUE CREATION THROUGH

COLLABORATION WITH OECM

Value

Increase Efficiency

Share Expertise

Leverage spend

Avoid duplication

Improve quality

Foster Innovation

Drive Savings

9

Page 10: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

OECM VALUE PROPOSITION

• Simple & Straight Forward

o Collaboration & Partnership …Works

o Buying Multiple X (1000x vs 10x) Provides & Facilitates

Savings , Choice and Service

• Total Cost of Procurement

o Product Cost + Process Costs

o Iceberg Principle

• Only Product Costs are “Visible”

• “Invisible” Process Costs

10

Product Costs

Process Costs

Note: a PWC study for the European Union Commission (dated March 2011) found that the average cost of a formal procurement

process (over $100K) costs as much as $ 38,000.CDN

Page 11: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

COLLABORATIVE PROCUREMENT

11

Customers

Supplier Partners OECM

Achieving common goals

through collaboration.

Collaboration

What makes a

successful

collaboration? A sense of “we”

Working together to

reach common goals

Page 12: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

CURRENT “PERCEPTIONS”

& RESULTING “REALITIES”

12

Page 13: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

13

Savings Support Students

Lower the Cost of Education for Students

• Collaborative purchasing enables cost savings to drive allocation of funds to

deliver more benefits for students.

• Cost savings can be used to reduce student fees, fund resources and allocate

staff to address priority student outcomes.

Reduced source to

contract process

timelines

Retained institutional

control of procurement

function

Cost avoidance

through economies of

scale

Effective knowledge

sharing of best

practices

Common online, self-

serve marketplace

Procurement capacity

returned to individual

institutions

Minimize duplication of

effort within 118

education institutions

Page 14: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

SECTOR OUTREACH

Objective

To meet and dialogue with:

• those in the sector who are directly involved or who

influence procurement decisions; and

• those in the sector who are or should be

involved/interested/concerned about collaboration &

partnership

NOTE: Need to address/manage Protocol “Issues”.

14

Page 15: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

EDUCATION SECTOR OUTREACH

KEY CONTACT GROUPS

Acronyms:

• ADM – Assistant Deputy Minister

• ASCC – Administrative Services Coordinating Committee

• CODE – Council of Ontario Directors of Education

• COFO – Colleges Ontario Finance Officers

• COP – Committee of Presidents - Colleges Ontario

• COSBO – Council of Senior Business Officials

• COU – Council of Ontario Universities

• CSAO – Council of Senior Administrative Officers

• CUCCIO – Canadian University Council of Chief Information Officers

• DM – Deputy Minister

• MAESD – Ministry of Advanced Education and Skills Development

• MEDU – Ministry of Education

15

• OAPPA – Ontario Association of Physical Plant Administrators

• OASBO – Ontario Association of School Business Officials

o FC – Finance Committee

o ICTC – Information & Communication Technology

o OMC – Operations, Maintenance & Construction Committee

o SCMC – Supply Chain Management Committee

o TC – Transportation Committee

• OCCCIO – Ontario College Council of Chief Information Officers

• OCFMA – Ontario Colleges Facilities Management Association

• OCPMA – Ontario Colleges Purchasing Managers Association

• OCSTA – Ontario Catholic School Trustees' Association

• OPSBA – Ontario Public School Boards' Association

• OUPMA – The Ontario University Procurement Management Association

• UCOFO – Universities Council of Financial Officers

School Boards Colleges Universities

Minister MEDU MAESD

Ministry DM DM

ADM ADM

Board OPSBA - -

OCSTA - -

CEO CODE COP COU

VP/CFO COSBO ASCC CSAO

IT OASBO-ICTC OCCCIO CUCCIO

Purchasing OASBO-SCMC OCPMA OUPMA

Finance OASBO-FC COFO UCOFO

Facilities OASBO-OMC OCFMA OAPPA

Transportation OASBO-TC

Page 16: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

THE TRANSFORMATION JOURNEY SUPPORTS OUR

MISSION & VISION- WITH 4 AREAS OF FOCUS

We’re Focusing On… 1. Being the Preferred Partner in the Education Sector

2. Delivering Customer-Centric Services

3. Achieving Operational Excellence

4. Following Leading Governance and Reporting Practices

Customer

Driven

Business

Innovation

Sustain Our Business 2020

Vis

ion

20

20

Str

ate

gic

Pla

n

2016

2020

16

Our Mission

Generate savings to support excellence in education by unlocking the potential of

collaborative strategic sourcing

Our Vision Be the premier member-driven supply management partner

for Ontario’s education sector

Page 17: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

CUSTOMER FEEDBACK HELPS TO SHARPEN OUR

FOCUS

17

Grow the

Marketplace - expand

range of offerings

Supplier Partnership

Management

Program (vendor

KPIs, contract

administration)

Enhance

partnerships &

collaboration

Service Delivery

Strategy

Knowledge sharing

through

professional

development

opportunities

New Board of

Directors

Customer Council

Collaborative spend

reporting

Education Market

Focus

Customer-Centric

Services Operational Excellence

Governance and

Reporting

Greater focus on the customer to enhance accountability, transparency and build sector trust.

Easier access and

reduced effort

Streamlined processes

with technology

solutions wherever

possible

Page 18: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

“NEW” BOARD

(EFFECTIVE NOVEMBER 29, 2016)

Competency Based Board

Selected through leading governance process

Twelve (12) members:

• eight (8) Independents

• four (4) “sector” members

Three (3) year terms: maximum nine (9) years

Customer Council Committee will generate “additional” (up to 14)

customer reps

18

Page 19: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

19

THE NEW GOVERNANCE FRAMEWORK

Key Components

Strategic/corporate governance is focused objectively and exclusively on strategy and policy, to ensure

success, sustainability and the best interests of OECM.

Governance is intentional and proactive in adapting to changing circumstances, in order to sustain

business performance.

Transparency, accountability and clearly articulated and reported performance commitments are critical.

Board members and leaders are selected based on competencies, aligned with addressing OECM’s

business challenges and opportunities, in order to direct OECM effectively.

New competency-based Board will incorporate a Customer Council Committee, as “voice of the

customer”

Page 20: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

OECM BOARD OF DIRECTORS

20

Arnie Strub

Chair, Board of Directors

Jacqui Davidson

Vice Chair, Board of Directors

Farzad Alvi, Chair of the Audit and

Finance Committee

Debbie Fischer, Chair of the

Governance and Human

Resources Committee

Kevin Kobus, Chair of the

Customer Council Committee Eitan Dehtiar, Member of the Audit

and Finance Committee

Page 21: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

OECM BOARD OF DIRECTORS

21

Kathy Pozihun, Member of the

Customer Council Committee

Anne-Marie Renaud, Member of

the Governance and Human

Resources Committee

Andrew Szende, Member of the

Audit and Finance Committee

David E. Yundt, Member of the

Governance and Human

Resources Committee

Rani K. Dhaliwal, Member of the

Customer Council Committee

John T. Dinner, Member of the

Governance and Human

Resources Committee

Page 22: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

NEW GOVERNANCE & COMMITTEE STRUCTURE

OECM Governance Board

Board Committees

Governance

and HR Audit and

Finance

OECM Executive Team provides Secretariat Services

• Creates policies to enable

the Board to fulfill role

• Evaluate Board and CEO

performance

• Monitor and evaluate

succession planning

• Monitor and report

revenues and

expenditure

• Approve budgets,

investments

• Monitor/

evaluate audit

compliance

Customer Council

• “Voice of Customer” strategic

input into CRM, Service

Delivery Strategy

• Chaired by Board Director with

Board members reps

PLUS

• Senior leaders from the

customer community.

22

Page 23: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

LOOKING FORWARD: CUSTOMER COUNCIL

Governance

and HR

Audit and

Finance

OECM Customer Council - A “pipeline” to the

Board for all OECM customers!

A forum for senior leaders representing their community’s business needs and concerns

from a customer perspective

Strategic input to OECM regarding customer-centric services such as:

• Products and services

• Service delivery strategy

• Customer/supplier relationship management

• And more to be determined when the Council is set up

Consolidated regular reporting to OECM’s Board of Directors from the Council , advisory

groups, working groups, etc., re:

• Input to the Board Work Plan and OECM’s business performance

• Customers’ strategic priorities or pending change initiatives that may impact their

needs

• Recommendations for how to partner in finding solutions

Customer Council

• “Voice of the Customer”

input into services and how

they are delivered

• Chaired by Board Member

with Board member reps

PLUS

Senior Leaders from

OECM’s Customer

Communities

23

Page 24: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

GOAL OF CUSTOMER COUNCIL COMMITTEE

The Customer Council, reporting to the Board of Directors will embed OECM’s strategic ‘Customer

Centric Services’ priority at the Board level.

Specifically, it will be responsible for providing strategic input to the Board relative to:

The effectiveness and responsiveness of OECM’s Customer Relationship and Service

Delivery Strategies;

The relevance and effectiveness of OECM’s suite of products and services;

Emerging opportunities, or challenges within their sector;

New lines of business or services for the Board’s consideration

24

Page 25: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

“POPULATING” THE CUSTOMER COUNCIL

COMMITTEE (CCC)

• The process for attracting sector committee members will follow similar principles and

processes recently used to recruit Board members, which established OECM’s current Board

Governance Framework.

• The Customer Council Committee Board members (3) will form the selection committee.

• The Customer Council Committee selection committee will determine the “qualifications” of

the ideal candidates for membership on the committee with consideration given to using the

following definitions as the foundation for selection:

– “those in the sector who are directly involved or who influence procurement decisions;

and

– those in the sector who are or should be involved/interested/concerned about

collaboration & partnership.”

25

Page 26: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

MARKETPLACE UPDATE

26

Page 27: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

VALUE PROPOSITION: A MARKETPLACE OF CHOICE

IT Hardware

IT Solutions

Print Transportation

/Courier

Education & Recreation

Finance

Facilities Professional Services

Furniture

Furnishings

Office Supplies

27

53 categories of Spend under management offering a comprehensive choice of

quality products and services.

Page 28: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

VALUE PROPOSITION:

CHOICE OF SUPPLIER PARTNERS

Our managed agreements with 143 innovative, reputable suppliers (and growing)

offer a comprehensive

choice of quality products and services.

2016 Top 10 Suppliers With Highest Spend

28

Page 29: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

CORE ACTIVITIES: COLLABORATIVE SOURCING,

CUSTOMER AND SUPPLIER RELATIONSHIP MGMT

• Research

• Industry and stakeholder engagement

• Flexible Sourcing strategies

• Collaborative Evaluation

• Negotiation

Agreement Management

• Commercially reasonable agreements

• KPIs

• Performance Management

• Continuous improvement

• Business Reviews

Relationship Management

• SRM competency

• Supplier

Segmentation

• Business Growth

Plans

• Knowledge sharing

• Executive

Engagement

Business Intelligence

• Supplier reporting analytics

• Competency in business analytics

• Forecasting

• Savings tracking& validation

• Enhanced

customer

reporting

Collaborative Sourcing Business Relationship Management

Evolving Toward a CRM and SRM Centre of Excellence

29

Page 30: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

CORE ACTIVITIES: HOW WE WORK

30

Plan

Develop RFX

Post

Evaluate

Contract Award

Compliance with the BPS Procurement Directive

30

Agreement Management

Module 1: Overview and Business Model

Page 31: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

CORE ACTIVITIES: ROBUST SOURCING, PROCUREMENT

AND AGREEMENT MANAGEMENT PROCESS

31

Planning

Gather information and data

Research the scope of products and or services

Perform supplier and client consultations

Engage client to create a Working Group (WG)

Conduct brainstorming session(s)

RFX Development

Hold WG kickoff meeting

Develop RFX strategy

Define requirements and scope

Distribute final RFX to WG for review

Finalize RFX

Posting

Post the RFX on the electronic tendering

systems

Hold information session, if applicable

Facilitate questions and answers period, two rounds, if applicable

Close RFX, submission management

Evaluation

Create an Evaluation Committee (EC)

Train EC

Perform RFX evaluation stages

Hold consensus meeting, if applicable

Complete the balance of the RFX evaluation stages

Inform the WG and EC of the overall evaluation

results

Award

Write the agreements

Finalize the agreements with the preferred

proponents

Execute agreements

Hold debriefing sessions with all proponents

Launch the agreements

Supplier welcome presentation

Agreement Management

Business review

Quarterly meeting

Performance review

Agreement extension

Pricing refresh

Page 32: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

32

$ Millions

TOTAL *ANNUAL SPEND THROUGH OECM’S MARKETPLACE

(* SCHOOL BOARDS, UNIVERSITIES, COLLEGES & BPS) *Calendar Year

$15

$37

$59

$89

$126

$149

$195

-40

10

60

110

160

210

2010 2011 2012 2013 2014 2015 2016

BPS

University

College

School Board

Page 33: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

33

QUICK FACTS ABOUT EDUCATION SECTOR PARTICIPATION

What Is Being Bought

$98 $123

$397

$621

0

100

200

300

400

500

600

700

Universities Colleges School Boards All

$M

M

What They’re Spending Though OECM

(December 2009 to December 2016) TOP products & services Universities Colleges School Boards

Desktop Products & Services

Office Supplies

Fine Copy Paper

Courier Services

Custodial Products

Multi-Functional Devices

Classroom Furniture

80% 100%

Universities

Colleges

School Boards

Participation

Actively participate in

OECM's Marketplace

70/72 (97%)

All 24 (100%)

21/22 (95%)

Who’s Participating

Page 34: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

EDUCATION SECTOR’S * ANNUAL SPEND THROUGH

OECM’S MARKETPLACE (*SCHOOL BOARDS, COLLEGES & UNIVERSITIES, EXCLUDES BPS)

*Calendar Year

$-

$20

$40

$60

$80

$100

$120

$140

$160

$180

$200

2010 2011 2012 2013 2014 2015 2016

$15

$36

$57

$85

$117

$137

$181 $ Millions

34

Page 35: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

EDUCATION SECTOR ANNUAL SPEND

35

$-

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

$16,000

$18,000

Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Nov-16 Dec16

Jan 2016 to Dec 2016 (000's)

School Board

College

University

Page 36: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

63% of school boards participated in the

development of OECM’s sourcing projects in the

past two years.

36

QUICK FACTS ABOUT SCHOOL BOARDS’ PARTICIPATION

97% of School Boards actively participated in

the utilization of OECM’s Marketplace with 672

signed Client Suppler Agreements (CSAs’)

7 OECM School Board Advisory Committee meetings in

2015/2016

How We Are Partnering

$397M through OECM’s Marketplace (December 2009 to

December 2016)

What School Boards Are Buying

Top 5 products and services

Desktop Products and Services

Office Supplies

Custodial Products

Fine Copy Paper

Classroom Furniture

Page 37: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

SCHOOL BOARD SECTORS *ANNUAL SPEND THROUGH

OECM’S MARKETPLACE *Calendar Year

$-

$20

$40

$60

$80

$100

$120

2010 2011 2012 2013 2014 2015 2016

$10

$26

$39

$55

$77 $85

$112 $ Millions

37

Page 38: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

SCHOOL BOARD SPEND BY TYPE

38

$-

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Nov-16 Dec-16

Jan 2016 to Dec 2016 (000's)

Capital

Consumables

Services

Page 39: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

75% of Colleges participated in the

development of OECM’s sourcing projects in the

past two years.

39

QUICK FACTS ABOUT COLLEGES’ PARTICIPATION

100% of Colleges actively participated in the

utilization of OECM’s Marketplace with 332 signed

Client Suppler Agreements (CSAs’)

7 OECM College Advisory Committee meetings in

2015/2016

How We Are Partnering

$123M through OECM’s Marketplace (December

2009 to December 2016)

What Colleges Are Buying

Top 5 products and services

Desktop Products and Services

Office Supplies

Multi-Function Devices

Fine Copy Paper

Courier Services

Page 40: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

COLLEGE SECTORS *ANNUAL SPEND THROUGH

OECM’S MARKETPLACE *Calendar Year

$-

$5

$10

$15

$20

$25

$30

$35

2010 2011 2012 2013 2014 2015 2016

$3

$8

$13

$20

$23 $24

$33 $ Millions

40

Page 41: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

COLLEGE SPEND BY TYPE

41

$-

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

$7,000

Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Nov-16 Dec-16

Jan 2016 to Dec 2016 (000's)

Capital

Consumables

Services

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60% of universities participated in the

development of OECM’s sourcing projects in the

past two years.

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QUICK FACTS ABOUT UNIVERSITIES’ PARTICIPATION

95% Universities actively participated in the

utilization of OECM’s Marketplace with 271 signed

Client Supplier Agreements (CSAs’)

8 OECM University Advisory Committee meetings in

2015/2016

How We Are Partnering

$98M University spend through OECM’s Marketplace

(December 2009 to December 2016).

What Universities Are Buying

Top 5 products and services

Desktop Products and Services

Office Supplies

Courier Services

Custodial Products

Fine Copy Paper

Page 43: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

UNIVERSITY SECTORS* ANNUAL SPEND THROUGH

OECM’S MARKETPLACE *Calendar Year

$-

$5

$10

$15

$20

$25

$30

$35

2010 2011 2012 2013 2014 2015 2016

$1 $2

$6

$10

$17

$28

$35 $ Millions

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Page 44: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

UNIVERSITY SPEND BY TYPE

44

$-

$500

$1,000

$1,500

$2,000

$2,500

$3,000

$3,500

$4,000

$4,500

Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Nov-16 Dec-16

Jan 2016 to Dec 2016 (000's)

Capital

Consumables

Services

Page 45: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

COLLABORATIVE SPEND REPORTS – SCHOOL BOARDS

Collaborative Spend Reports for the fiscal year ending August 31st, 2016 were sent out November

28th, 2016 to all School Boards

• Summarized spend details on the products and services you’ve purchased through OECM’s

Marketplace.

• Breakdown for fiscal year September, 2015 to August 31st, 2016 by supplier and category

agreement, as well as information on sector participation.

• Report is based on OECM agreement information provided by our suppliers.

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Page 46: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

COLLABORATIVE SPEND REPORTS - COLLEGES

Collaborative Spend Reports for the fiscal year ending March 31st, 2016 were sent out June 28th,

2016 to all Colleges

• Summarized spend details on the products and services you’ve purchased through OECM’s

Marketplace.

• Breakdown for fiscal year April 1st, 2015 to March 31st, 2016 by supplier and category

agreement, as well as information on sector participation.

• Report is based on OECM agreement information provided by our suppliers.

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Page 47: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

COLLABORATIVE SPEND REPORTS - UNIVERSITIES

Collaborative Spend Reports for the fiscal year ending April 30th, 2016 were sent out in July,

2016 to all Universities.

• Summarized spend details on the products and services you’ve purchased through OECM’s

Marketplace.

• Breakdown for fiscal year May 1st, 2015 to April 30th, 2016 by supplier and category

agreement, as well as information on sector participation.

• Report is based on OECM agreement information provided by our suppliers.

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Page 48: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

A “New” Focus on Facilities

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Why are we focusing on Facilities?

• Priority for School Boards, Colleges, Universities

• Large spend (multi Billion $) & potential for savings & collaboration

• To align with and support Ministries’ funding priorities

• Assist the sectors with help they have requested and/or “need”

Key Focus Areas

• Transition) contracts for Natural Gas and Electricity Management & Advisory Services from Catholic School

Board Services Association (CSBSA) to OECM

• Outreach & engagement with facility professionals through associations

• Introduce in-house subject matter Facility/Engineering experts

• Creation of a expert facilities cross-sector group to provide advice, guidance and to drive improvement

• Develop and implement collaborative facility agreements (goods and services)

Page 49: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

Upcoming Facilities related

Sourcing Projects ( as at April 2017)

Projects Award

Natural Gas Management & Advisory Services (CSBSA) April

Strategic Electricity Management & Advisory Services (CSBSA) April

Electrical Products April

Facility Condition Assessments May

HVAC Air Filters June

Legend Power Voltage Harmonizers June

Professional Services – Facilities Project Managers July

Professional Services – LED Lighting Retrofit July

Contractors – LED Lighting Retrofit August

Real Time Energy System & Monitoring September

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Page 50: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

Other Upcoming Sourcing Projects (for 2017)

Projects Award

End-User Computing Devices & Services (re-tender) March

Chrome Devices & Related Services (re-tender) March

IT Vulnerability Assessment & Penetration Testing Services March

Courier Services (re-tender) April

School Bus Safety Training for Students April

Software Defined Wide Area Network (SD-WAN) May

Translation, Interpretation & ASL Services (re-tender) June

Anti-Plagiarism Tool (colleges & universities) November

Classroom Furniture (re-tender) December

Occupational, Health & Safety Training and Related Services TBD

Ethics Reporting (Whistleblowing) and Investigative Services TBD

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Joint OECM/Supplier-Partner

KNOWLEDGE – BASED Webinars

At a Glance • Number of webinars - 20

• Involvement - 18 supplier-partners

3 Educational Themes • IT Solutions

• Cost & Risk Reduction

• Enhancing the Student Environment

(20 Webinars- 18 Suppliers)

Timelines • February to June 2017

• Weekly

Supplier-Partners

Page 52: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

Joint OECM/Supplier-Partner

KNOWLEDGE – BASED Webinars continued:

IT Solutions

Page 53: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

Joint OECM/Supplier-Partner

KNOWLEDGE – BASED Webinars continued:

Cost & Risk Reduction

Page 54: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

Enhancing the Student Environment

Joint OECM/Supplier-Partner

KNOWLEDGE – BASED Webinars continued:

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Page 55: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

OECM’s Immediate Next Steps

& Concluding Comments

• Establish & “populate” the new customer council

committee

• Continue to grow the marketplace and provide “customer

partners” with savings, choice and service

• Demystify established (or implied) “protocols”

• Explore O4 (Out-Of-Ontario-Opportunities)

“When it comes to collaborative procurement, always

think of OECM as your preferred sourcing partner.”

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Page 56: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

Thank You!

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Page 57: Update on OECM · 2017. 5. 31. · A Presentation to the 2017 OCSTA/OCSBOA Business Seminar ... • CUCCIO – Canadian University Council of Chief Information Officers • DM

Contact Me

John A. Sabo,

OECM President & CEO

T.: 416-847- 0081

E: [email protected]

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