The Coalition for College Cost Savings Purchasing Card Best Practices Webinar Thursday, April 10, 2014.

The Coalition for College Cost Savings Purchasing Card Best Practices Webinar

Thursday, April 10, 2014

Today’s Presenters

Harry Goldberg, President of The Coalition for College Cost Savings

Johnny Lee, Seattle University in Washington Bob Watson, Rose-Hulman Institute of Technology

in Indiana Arlean Wehle, Our Lady of Holy Cross College

in Louisiana John Carr, JP Morgan Chase P-Card Representative

CCCS P-Card Program 2013 – By the Numbers

Coalition-wide P-Card Spend $173,958,305.32

Contractual Rebate Percentage

1.5%

Rebate after Board-approved 90/10 split

1.35%

Paid-out Rebate $2,268,936.10

Presenter: Johnny Lee, CGAP, Compliance Accountant

About: Founded in 1891, Seattle University is a Jesuit Catholic university located on 50 acres in Seattle's Capitol Hill neighborhood

Student Population: More than 7,400 students are enrolled in undergraduate and graduate programs within eight schools and colleges.

2013 P-Card Volume: $7,225,361.63

Seattle University

Increased P-Card spend year over year from $1,677,164 in 2012 to $7,225,362 in 2013

Polled existing vendor community about P-Card acceptance

Added approximately 60 vendors P-Card Benefit for Seattle University Reduced AP check transactions Reduced Requisition-to-Payment errors Improved vendor payments

Seattle University

Future P-Card Plans for Growth and Efficiency Moving to 100% utilization of the MasterCard

smartData platform Improving expense management through scanned

receipts and elimination of paper in the process Including the SU Procard Program in future vendor

negotiations

Seattle University

Presenter: Bob Watson, Manager of Procurement and Contract Services

About: Rose–Hulman Institute of Technology, is a small private college specializing in engineering, mathematics and science. Its 295-acre campus is located in Terre Haute, Indiana.

Student Population: Enrollment is 2,100 undergraduate students and just over 70 graduate students

2013 P-Card Volume: $3,302,595.63

Rose-Hulman Institute of Technology

Currently has 198 active cards on campus Purchasing is de-centralized, P-Card

management is centralized No departmental cards, all cards issued to individuals Card usage is optional, but the program has ‘sold’ itself Facilities and Bookstore are major P-Card users Monthly reconciliation through MasterCard smartData

integrated with Ellucian’s Banner Business Office has seen a dramatic drop in checks

printed and emergency check runs

Rose-Hulman Institute of Technology

Future P-Card Plans for Growth and Efficiency Continuing to grow the program through

ease of use and convenience Expansion of travel usage System generated reporting Vendor-specific P-Card purchases Benefit of rebates back to campus General Fund

Rose-Hulman Institute of Technology

Presenter: Arlean Wehle, Vice President for Finance and Operations

About: Located in New Orleans, Louisiana, Our Lady of Holy Cross College was founded in 1916 as a Ministry of the Marianites of Holy Cross, and was created to educate and prepare teachers in the Marianite Sisters tradition

Student Population: Over 1,100 2013 P-Card Volume: $169,960.58

Our Lady of Holy Cross College

P-Card Volume increased from just under $100,000 in the program’s first year to $169,961in 2013

Eight cards for Senior Management, centrally managed Upgrading from Great Plains to MS Dynamics GP with

MasterCard smartData connector support P-Card Benefit for OLHCC Reduced manual checks Ease of use for end users Improved vendor payments

Our Lady of Holy Cross College

Future P-Card Plans for Growth and Efficiency Growth through awareness Expanding to conferences, subscriptions and

travel Formalized policies & procedures Expanded utilization of ‘ghost cards’

Our Lady of Holy Cross College

JPMorgan Chase

John Carr, JP Morgan Chase P-Card Representative

Q & A Session

Please feel free to ask our presenters questions

at this time

Contact Information

The CoalitionHarry [email protected]

Jessie WernerDirector of Programs and [email protected]

JP Morgan ChaseJohn CarrVice President, Relationship Management 801-590-1701 [email protected]

About The Coalition for College Cost Savings

The Coalition for College Cost Savings is a 501(c)3 non-profit organization, established in 2006, on the concept

that collaboration among independent colleges and universities could yield greater strength in the purchasing

marketplace. The Coalition benefits its member institutions, regardless of size, mission or location, with the lowest prices for purchased commodities and the

highest value in performed services.

Thank you for participating!