Procurement Milestones - FAPPO

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Procurement MilestonesPresented by Laniel Romeus/Se Yon HwangSubmitted by Broward County Purchasing DivisionA Service of the Broward County Board of County CommissionersBrenda J. Billingsley, Director of PurchasingBertha Henry, County Administrator

Project DescriptionThe Procurement Milestones application is a web-based, secured application that providesflexible tracking of progress in a procurement process. Requisitions are monitored througha pre-defined set of milestones. Each requisition is associated to a solicitation processtype, such as Request for Quotations, Invitation for Bids, Request for Qualifications,Request for Letters of Interest, etc. The system automatically adds a set of procurementsteps/activities (milestones) to a requisition upon Purchasing Agent accepting an assignedrequisition.

E-ProcurementWhat is the Procurement Milestones Application? A web-based procurement administration application A standard process to analyze and report how long it takes to procure goods andservices A centralized database for tracking procurement process activities and processingtime within the different procurement methods (procurement cycle) A tool that enables staff to more precisely categorize and document (notes section)procurement activities A web-based, secured application on the Broward County’s internal website(http://www.broward.-----.aspx) that provides flexible tracking of progress in aprocurement process

What were the Business Needs for the Procurement Milestones? Director of the Purchasing Division, FASD and County Administration often want toknow how long it takes to process a particular procurement At the same time, Client Agencies may want to know project status and PurchasingManagers may want to know where the bottlenecks are in Purchasing Division’sservice delivery

What were the Business Needs for the Procurement Milestones? (Cont.)Prior to the repository Procurement Milestones were calculated manually. Tools like Excel, Access were used, but without defined application rules and logicalstructure, there may be inconsistencies and uncertainties, and any missed milestonescan result in delays Milestones report generation was intricate, time consuming and costly

What were the Business Needs for the Procurement Milestones? (Cont.)Procurement Milestones Implementation Provides Director of Purchasing, Managers or the Client Agencies’ personnel access toview procurement progress

What were the Business Needs for the Procurement Milestones? (Cont.)Target Audience Broward County Purchasing Division Management and staff Broward County Client Agencies’ Directors, Project Managers and staff County Administration and Finance Administration and Services Department

Benefits of the Procurement Milestones? Increased efficiency Reduction of cost from reduction of paper consumption – “Going-Green” A long term result will be the retention of historical data Instant access to view procurement progress online Better understanding of project scope Automation of an inefficient manual task Enabling staff to more precisely categorize procurement activities keeping delays in the execution of the procurement process to a minimum byproviding up-to-date progress report to management

Procurement MilestoneScreen Shots

I. Procurement Milestone AdminProcurement Milestone Admin Module MenuList of Agencies

List of MilestonesList of Process Type

Process MilestoneRequisition Type and Process

Procurement Milestone Administrator PageSearch BoxSearch ResultSelected Procurementand Summary InfoProcurement Milestone DetailProcurement Processing Time Detail

Global Configuration Option for Procurement GUI

Procurement Milestone Detail Page Filled up by Purchasing AgentTab BarProcurementDetail InfoMilestone CommandButtonMilestone DetailProcurement Processing TimeDetail

PDF File exported out from Procurement Detail Page

Excel File exported out from Procurement Detail Page

Procurement Processing Time - DetailProcurement ProcessingTime SummaryTab barDuration Type of MilestonesSystem automatically display fromMilestone panelDuration styled milestone could beexcluded based on business decision

Procurement Processing Time – Pie Chart

Procurement Processing Time - Bar Chart

Sending out procurement email feature from Procurement Detail Page

Note feature related to each Procurement

Presenters:Laniel RomeusSe Yon HewangTHANK YOU!Submitted by Broward County Purchasing DivisionA Service of the Broward County Board of County CommissionersBrenda J. Billingsley, Director of PurchasingBertha Henry, County Administrator

What were the Business Needs for the Procurement Milestones? (Cont.) Prior to the repository Procurement Milestones were calculated manually. Tools like Excel, Access were used, but without defined application rules and logical structure, there may be inconsistencies and uncertainties, and any missed milestones can result in delays

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