EMM (Efficiency Measurement Model) and Benefits Reporting. Larissa Morrish, Head of Procurement, Lancaster University Deputy Chair of HEPA

Transcription

1 EMM (Efficiency Measurement Model) and Benefits Reporting Larissa Morrish, Head of Procurement, Lancaster University Deputy Chair of HEPA

2 Accounts Data Transactional Data Consortia Benefits Statement Local Benefits BEST PRACTICE INDICATORS

3 EMM Input Price Reduction Added Value Risk Reduction Process Re-engineering Sustainability

4 EMM Input Price Reduction Added Value Risk Reduction Process Re-engineering Sustainability Benefit Type BT1- Direct Price Based Savings BT2- Price Versus Market Saving BT7- Active Price Management BT10- Added Value BT3- Use of Collaborative Arrangements BT6- Demand Management BT9- Cost Removal BT12- Payment/Title Terms BT13- Process Re-engineering BT4- Introduction of Electronic Purchase to Pay Process BT5- Introduction of Electronic Tendering BT8- Make v Buy/Outsourcing BT14- Sustainability

5 Print Project University-wide project to move from standalone and desktop printers to shared multi-functional devices Cash Benefits included: Lower overall print costs made up of Price per MFD and cost per click Reduced energy consumption ISS staff released to do other work

6 Print Project University-wide project to move from standalone and desktop printers to shared multi-functional devices Cash Benefits included: Lower overall print costs made up of Price per MFD and cost per click. BT1 average price of top 5 bids Reduced energy consumption BT14 Sustainability ISS staff released to do other work BT13 Process reengineering or BT8 make v buy Or, all benefits could be recorded as BT6 Demand Management or BT13 Process Re-engineering

7 PC and Laptop Value for Money Further competition from the HE framework to single source PCs and Laptops from one vendor Online IT Purchasing Portal designed to handle requests Savings made from vendor consigned inventory and preloaded images Committing to annual volumes protected us from currency fluctuations

8 PC and Laptop Value for Money Further competition from the HE framework to single source PCs and Laptops from one vendor. BT1 Direct Price Saving and BT3 Process Saving from use of Collaborative Arrangements Online IT Purchasing Portal designed to handle requests BT13 Process Re-engineering or BT4 Electronic P2P Savings made from vendor consigned inventory and preloaded images BT10 Added Value or BT8 Make v Buy Committing to annual volumes protected us from currency fluctuations BT11 Risk Reduction or BT7 Active Price Management

9 Calculating a Savings figure from your Benefits Further competition from the HE framework to single source PCs and Laptops from one vendor. BT1 Direct Price Saving and BT3 Process Saving from use of Collaborative Arrangements. Savings figure provided in our Consortia Benefits Statement

10 Calculating a Savings figure from your Benefits Online IT Purchasing Portal designed to handle requests BT13 Process Re-engineering Estimated the time saved at 5 mins per order, 50 orders per month = 250 mins ( 4.1 hours) non cashable saving Evidence of improved compliance to contract but unable to put a figure on it

11 Calculating a Savings figure from your Benefits Savings made from vendor consigned inventory and pre-loaded images BT10 Added Value Vendor consigned inventory and Pre-loaded Images. A charge was made so no direct costs saving but it did save time.

12 Calculating a Savings figure from your Price Management Benefits Lenovo wanted to put their prices up midway through the year due to currency fluctuations, but as we had agreed pricing in advance we avoided a 10% price rise.

13 Laboratory Equipment Mass spectrometer purchased through a mini competition on an HE Sector framework. Discounted maintenance and extended warranty negotiated. Money had to be spent by a certain date so an advanced payment discount was given.

14 Laboratory Equipment Mass spectrometer purchased through a mini competition on an HE Sector framework. BT1 Direct Price Saving,BT3 Process Saving from use of Collaborative Arrangements Discounted maintenance and extended warranty negotiated. BT10 Added Value Money had to be spent by a certain date so an advanced payment discount was given. BT12 Payment/Title Terms Based Savings

15 Top Tips Use the HEPA spreadsheet and guidance available in the Efficiencies section of the HEPA website Use the help section and links to guidance documents on the EMM Survey website when you get access to it If you are primarily collating cash benefits for EMM, there are 3 key areas to record: Price Reduction, Added value, Risk Reduction, Process Re-engineering, Sustainability Major Areas of Spend: ICT, Estates, Library, Utilities, Catering Whether you are using an HE or other framework Check your Consortium Benefits Statement and avoid double counting Use the guidance to maximise the savings you report Agree what the benefits are with your stakeholders

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