Procurement Essentials

Basic principles every meeting planner should know

The growing influence of procurement departments within corporations, and their extended reach into meetings territory, has created a deep chasm of mistrust and apprehension in the meetings industry. Parties on both sides of the divide say this largely can be attributed to a lack of education on the part of planners when it comes to the overall role of procurement.
    Indeed, insiders say it has become vital for meetings professionals to learn the basic principles that procurement officials apply to the supplier selection process, whether the supply in question is paper clips, office furniture or hotel rooms. Knowing the process could well make the difference between a slashed budget and a cooperative effort to do right by meetings.
    To help shine light on an often obscure area of finance, M&C spoke directly with procurement heads from several organizations. What we learned might come as a surprise to many meeting planners. As it turns out, procurement officials have much the same job responsibilities, goals and philosophies as planners do; even the language they use is very similar. The folks in procurement are looking for value at a good price, with consistency, accountability and limited risk to the organization as a whole. Sound familiar? Read on.

Balancing cost and value
The common perception among meeting planners is that procurement pays homage to one language and one language only the dollar sign. Furthermore, the supplier with the lowest bid always wins the contract and preferred status.
    Not so at all, says Paul Davis, vice president of strategic sourcing for White Plains, N.Y.-based Starwood Hotels & Resorts Worldwide. “Yes, we want to save our hotels and owners monies through  lower cost of goods, but we are the same as any meeting planner trying to balance quality and price.”
    At Starwood, Davis oversees 200-plus vendor accounts for goods and services ranging from TVs and bedding to security and food and beverage delivery. His perspective from a service industry standpoint, however, is no different from that of a procurement official concerned solely with product purchasing.
    “Companies are in business to make money, and there is a lot of fat in most companies that deserves to be looked at,” says Jack Frain, account manager for Beverly, Mass.-based Three Core Co., which provides procurement assistance to manufacturing firms.  “If you are not looking for ways to reduce cost while keeping your product competitive, you are immediately at a disadvantage.” 
    Launched in 1999, Three Core has built a reputation in the procurement industry for helping manufacturing  companies harness their buying power by creating and implementing internal customized procurement systems. The average initial savings per client is 10 to 15 percent, with another 3 to 5 percent year-over-year, the company claims. 
    But precisely because it is procurement’s job to drive costs down, says Frain, outsiders miss the big picture. “Cost is extremely important, but it’s always about quality,” he notes. “A lot of things can be made in China and other countries much cheaper. That’s a fact. What is unknown, though, is quality of the product, and quality is what it always boils down to in the end.”

Focused on objective
One company’s procurement objective might be to consolidate and reduce its vendor base. Another’s might be to find distribution channels in new markets. Whatever the case, the individual company’s overall objective is what drives the procurement buying process. 
    “You have to have a consistent procurement philosophy, a road map from which to work,” says Tim McKenna, CMP, senior manager of strategic procurement for Minneapolis-based Carlson Marketing Group. 
    McKenna is responsible for procurement i.e., site selection for corporations placing corporate as well as incentive business. And precisely because his objectives change, depending on the meeting client’s needs, McKenna never allows his prior knowledge of a hotel to cloud his buying judgment.
“Just because I’ve been to a property  four times in one year, know it inside and out and what rate I can get, doesn’t mean I’ll go with it,” says McKenna. “I always have to buy through the eyes of, ‘What is my client’s objective?’ That’s the basis for my negotiation.”

TERMS TO KNOW
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Procurement officials are professional buyers with a language unique to their role. The following definitions are from “The Purchasing Glossary,” by the American Purchasing Society (www.american-purchasing.com) in Aurora, Ill., a national organization of procurement officials.
Acknowledgement. A communication indicating that something has been received or understood.
Centralized purchasing. An organization's structure where all buying is conducted and authorized by one department and in one location.
CPM. Critical Path Method, a management tool that is used to determine the shortest way to accomplish a task or project.
CPP. An acronym for Certified Purchasing Professional, a recognition of purchasing knowledge, business experience and a reputation for integrity.
Inventory turnover. The number of times the average inventory has been sold during the year, calculated by dividing the cost of goods sold by the average value of the inventory.
Materials management. The management function of an organization, which may include all or a portion of the responsibility for purchasing, inventory control, traffic, shipping, receiving and warehousing.
Price index. Usually refers to any of various numbers representing prices at a particular time for a product or category of products as reported to the Department of Labor and the Bureau of Labor Statistics
Purchasing agent. The person authorized to make purchase agreements for the organization.
RFQ. Request for Quotation form, used to obtain bids from suppliers.
Robinson-Patman. An antitrust law prohibiting unfair trading practices, such as giving a supplier false information about what the buyer is paying another supplier in order to obtain a lower price.
Single source. Where only one supplier is available for a particular product, or when only one supplier is used even though other suppliers are available.
Split sourcing. Where more than one supplier is used to buy the same item.
Supply chain management. The organizational structure and management function that includes all facets of the acquisition and delivery of material from the supplier to the final customer; its intent is to eliminate inefficiencies, facilitate rapid communications, minimize inventory and maximize delivery time.
Value analysis. A method of looking at the incremental cost of a product or service with the objective of reducing the cost by substituting material or changing design while accomplishing the same function or purpose; also referred to as “value engineering” -- C.A.S.


Delivering consistency
In order to be competitive and successful these days, companies must have an in-house economic model that drives uniform expense management across the organization. 
    At hotel giant Starwood, literally everything that goes into running a property, from back of the house to lobby plants, goes through the same rigorous vendor negotiation and selection process. In turn, the different expenses generated by those preferred vendors move through the same payment system, where they are tracked, compared and benchmarked. To ensure consistency across its procurement model, Starwood negotiates directly with the vendor providing the product or service.
    “We may buy our food delivery system, which is a service, from one vendor. But when we buy the bacon that they deliver to the hotel, we negotiate with them separately,” says Paul Davis. “From a company perspective, it is essential to have that consistency, because it ensures we acquire the right products and services that represent our brands, which in turn meets our guests’ expectations.”

Avoiding risk
Qualifying which businesses they source  to is an important step in terms of managing risk exposure, particularly if international vendors are involved. For Jack Frain of Three Core, that means actually visiting a site to verify that the factories in question really do exist and child labor is not employed. 
    “Just because we can get a cheaper product doesn’t necessarily mean we take it,” says Frain. “We must physically see who we are going to use. It is the only means of validating the source.” 
    Carlson Marketing, says McKenna, places as much emphasis on ensuring that contractual language is airtight as it does on the end hotel product it is buying. Exposing the client to any type of potential financial or legal risk could completely undo any cost savings gained from the product purchased. “If you don’t have the right insurance or force majeure clause in your vendor contract, no one cares until something goes horribly wrong,” he says. “But ultimately, those issues will have legal costs associated with them, and they could be huge.”
    Risk mitigation, says Davis, is a means of protecting the entire supply chain. That translates to ensuring vendors are in good economic standing, are financially strong, have ethical standards, are not under political scrutiny and have good references. 
    “We use appropriate diligence to make sure we are doing business with companies with good reputations,” says Davis. “You are not going to buy from just anyone based on their presentation.” In addition, he notes, Starwood has an “out clause” in every vendor contract to protect the company from instances where, for example, a supplier is found guilty of fraud or is sold to another parent company, and quality of product becomes questionable.

Constantly reassessing
Procurement never sleeps. Months are spent selecting the right vendors, and months more are spent benchmarking, evaluating and renegotiating with them. The reason for this, say industry experts, is that the marketplace is in constant motion with new players and new markets, and there is no room for coasting. 
    “There are so many nitty-gritty things that go on behind the scenes, you can’t rest for a minute,” says Frain. “Companies get bought and sold, move into new markets. You have to constantly ask yourself, ‘Am I still in the competition? Can I make it cheaper? Sell it somewhere else?’ That’s procurement’s job.”
    According to Davis of Starwood, most vendor contracts are negotiated for periods of one to three years. Vendors with longer contracts, he says, are typically those that have equipment, which means they have invested heavily in their product. “You want to renegotiate, because you have to remain flexible,” says Davis. “Also, you have to constantly ensure there is value to the product you are buying. Sometimes that means switching vendors.”
    Davis’ advice to meeting planners on the issue of buying: “Match up with a company that has similar core values to your own, philosophically and strategically. Nothing turns off my procurement team more than a vendor who does not make an attempt to know our business before approaching us with a pitch.”