Transcript Intended recipients Jens, Jon, Jim, Tyson, Roesia cc Vanessa

May 31, 2013
America to Go Town Hall
Agenda
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Project Overview
America to Go Benefits
Screenshots of America to Go
Project Timeline
How to Prepare
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Spend Today
• More than 25,000 catering transactions were
processed by UCSF and UC Berkeley in FY1112.
• This accounted for more than 16 million
dollars in banquet and catering spend.
• Over 80% of the transactions were for less
than $1,000.00
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Operations Today
• Many Approved purchasing methods including:
Purchase Orders, Payment Requests with
Entertainment Reimbursement forms, Personal
Reimbursements and Entertainment Credit Cards.
• Process is manual and time consuming
• Information about available caterers is fragmented and
difficult to find with over 300 suppliers used across
both campuses
• Caterers often experience delays in payment with more
than 25% of vouchers paid after the due date.
• University Policy compliance is uneven.
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Catering in BearBuy
The Vision
• Provide a simple, automated process for
ordering and paying for simple catered meals
delivered to the UC Berkeley and San
Francisco campuses that reduces the amount
of time spent ordering and paying for these
events while complying with UC policy
requirements.
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Making It Happen
• The 80-20 Rule
– Initial Focus: The 80% of the transactions that
happen every day. These are the small (under
$1,000.00) orders for meetings and program
activities.
– Include options for larger events from day one.
• Next Steps: The 20%
– Focus on Exceptional Entertaining: large events,
alcohol, exceptional approval required.
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America To Go
A Punch-Out Catalog integrated into BearBuy.
Caterers in the Catalog are approved and
compliant with campus requirements for:
Insurance
Licensing and Permits
Sustainability
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Benefits to Campus Users
• 24/7 customer service from America to Go
• Searchable menus and saved favorites
• Streamlining Ordering and Payment processes
to save time and money for departments.
• Caterers have approved Insurance and Permits
on file.
• Catalog has per person financial rates and
event requirements built in.
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How Will
Purchasing Processes Change?
• Users will be able to source and order directly
within America To Go for most meetings,
program activities and entertainment catering.
• Paper Entertainment forms will be used for
exceptional purchases instead of every day
activities.
• Department level Approvals will happen
within BearBuy.
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What Stays the Same
• All Transactions regardless of dollar amount
will go through department approval
processes in compliance with Entertainment
Policy (Bus.79)
• The same caterers that you use today will be
in America To Go.
– We are currently working directly with these
caterers to add them into the system.
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Benefits to Caterers and Restaurants
• Preferred Suppliers. Searchable by Name, Food
and Business types
• Potential Increased Sales to Campus Customers
• Faster, Automated Payments
• Online order tracking
• 24/7 Customer Care
• Easy to Update Menus.
• Only required to provide insurances and permits
yearly rather than per event.
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What are the Requirements to
Participate in America to Go?
• Current Business Permits and Licenses
• Sufficient General Liability, Workman’s
Compensation and Vehicle Liability Insurance
naming the University as additionally insured for
operations on campus.
• Practice Sustainable business practices as
demonstrated by green certifications, providing
compostable, recyclable and or re-usable items,
using sustainable and fair trade food products
• A signed agreement with America to Go
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Introducing America To Go
Audrey Emmer
Vice President, Business Development
America To Go, LLC
Office: 617-314-6618
Cell:
347-306-8145
Customer Care: 866-284-8646
www.americatogo.com
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Landing Page
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Set your delivery time
Place your order
well in advance
• Allow enough time for
your approver to
approve your order.
• Allow enough advance
notice for the vendor
to prepare for your
delivery.
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Select a restaurant or caterer
Once you set a delivery time, a list of available and approved vendors will appear
You can sort vendors by various filters or mouse-over a vendor’s name to see basic information such as
delivery fees, minimums and lead times.
Click on a vendor’s name to view more information. Click the logo or the ORDER NOW button to view the menu.
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Place your online order
Select the items you want and simply add them to your cart
As you add items, your order automatically updates in the shopping cart on the left. Click “add special
instructions” to make any special requests (e.g. please put condiments on the side).
← Price dynamically updates
as extras are added.
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Campus Policy
Add Information required by
Campus Policy.
 Meal Type
 Activity Type
 Business Purpose
 Number of Attendees
America To Go will automatically
calculate the Price per Person.
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Confirm your order
• Review Order Summary.
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Caterer
Date/Time
Items
Type of Activity
Per Person Costs
• Return Order to
BearBuy for approval.
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Submitting Orders
Upon submission, your requisition is returned to your BearBuy shopping cart.
You will be taken through the BearBuy workflow and your order will be submitted for approval.
Once your order is approved, the vendor receives a copy via a web site, email, or fax.
Make sure your approver approves your order with enough time for the vendor to prepare for
your delivery.
The order will then be confirmed with the restaurant.
You will receive a confirmation email from America To Go once your order has been confirmed.
The Customer Care team is available 24/7 for any questions or rush orders.
(866) ATG- TOGO
[email protected]
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Project Next Steps
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Finalize Business Process
Site Design and Testing
Adding Caterers’ menus to portal
Campus Training
Launch
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Project Timeline
Training (Fall
2013)
Launch (Fall
2013)
Technical
Implementation
(April-July)
Business
Process
Review (AprilMay)
Contract,
March
2013
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How Should We Prepare for
America To Go?
• Follow the BearBuy Updates
– Read the BearBuy Newsletter.
– Visit the Procurement site for updates and
frequently asked questions.
• Review current department practices
– Who purchases and who approves catering?
– Identify participants for training in BearBuy.
• Identify preferred caterers and restaurants
– Encourage your favorite caterers to participate.
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Caterers and Restaurants
What if my preferred caterer is not listed in
America To Go?
America To Go will be continually adding new caterers.
The list of contracted caterers will be made available prior
to launch on the Procurement Website under Frequently
Asked Questions: America To Go.
Caterers are required to meet the University’s minimum
requirements in order to participate with America To Go.
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Caterers and Restaurants
Will Cal Catering be in America To Go?
We are working with Cal Catering to determine if America
To Go is a good fit for campus ordering and billing.
More information will be made available over the summer
on the America To Go Frequently Asked Questions page.
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Caterers and Restaurants
Will the Faculty Clubs and International
House be in America To Go?
Conference Centers and hotels, including the Faculty
Clubs, and International House will not be included in the
initial roll out of America to Go as they provide food
services to their respective locations. We will be working
with these organizations in the future to determine how
they might be included.
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Additional Resources
• America To Go Frequently Asked Questions
http://procurement.berkeley.edu/america-gofrequently-asked-questions
• BearBuy Procurement and Newsletter signup
http://procurement.berkeley.edu/bearbuy
• Business 79, Meetings and Entertainment Policy:
http://policy.ucop.edu/doc/3420364/BFB-BUS-79
• BearBuy Training Materials:
http://www.bai.berkeley.edu/BearBuy/index.htm
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Campus Contacts
• Richard Taylor, Director of Procurement Strategies:
[email protected]
• Joyce Sturm, Director of Disbursements:
[email protected]
• Stacey Templeman, Catering Project Manager:
[email protected]
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Questions?
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