How Oakland Unified School District streamlined vendor management

OUSD’s contract initiation and vendor approval processes required extensive manual effort and followup. With Nutrient Workflow, the district now has a more efficient system with increased transparency and no need to chase vendors down for information.

The Oakland Unified School District (OUSD) in Oakland, Calif., may have been founded in the 19th century, but it launched a five-year plan to promote excellence, with a goal of students finding joy in their academic experience while learning the skills needed to succeed in the future. Serving 46,000 students in kindergarten through grade 12, the school district has embraced three core priorities: effective talent programs, an accountable school district, and quality community schools.

0:00

0:00

As part of the district’s accountability and quality priorities, it chose to automate certain tasks that were bogging down its staff in paperwork and manual followup. In search of a simpler way to initiate vendor contracts, approve companies that do work for the district, and obtain the necessary approvals from various levels within the district administration, OUSD turned to Nutrient Workflow for an automated request management solution.

The challenge

OUSD needed a workflow management system that would automate the contract initiation and vendor approval processes, including the ability to allow outside vendors to use the system as well.

The Nutrient Workflow solution

For years, OUSD had managed its extensive vendor clearance process through a paper-based system. This entailed manually filling out a contract, collecting a vendor’s resume/credentials and TB test results, processing the vendor’s fingerprints for clearance, filling out a statement of work, and then sending all the information to a number of offices within the school district for approval: the school’s principal, the network superintendent, the chief of schools, the school board, and possibly the state/federal funding and risk management offices.

The process was time-consuming and left a lot of room for human error. This sometimes caused a vendor to start work later than ideal, delaying the delivery of services to schools and central office departments.

Nutrient Workflow is a web-based solution that automates requests and streamlines processes through form creation, routing, and tracking tools.

OUSD clears a few hundred vendors each year — and repeat vendors must be cleared again at the beginning of each school year — and some of them have more than one contract with the district. The school system has 86 schools and 56 central office departments, so the number of potential users (which includes its vendors) is between 100 and 200 each year.

OUSD runs two major processes through the Nutrient Workflow platform. One is vendor management, where recommended vendors are vetted and approved to work with the school district. The other process is contract initiation, where a project is suggested, with an approved vendor attached, and then routed throughout various levels of the district’s hierarchy for approval.

Vendor management process

According to Max Robinson from OUSD Technical Services, “One parent process starts everything. Primary vendor data is gathered in the parent and then written off to the database. Then all the review subprocesses run and pull in the data that needs to be reviewed, and users make any required changes.”

There’s another “parallel” process called vendor management that runs once per year for the vendors working that school year. Vendors update their information and forms (insurance, TB test results, and anything else the legal and risk management departments need for compliance).

OUSD also maintains a separate fingerprint database, updated via API by a third-party fingerprint vendor (using Live Scan(opens in a new tab)). The vendor indicates whether an applicant passed screening. No specific information is shared, which reduces administrative costs and provides accurate data.

Contract management process

With Nutrient Workflow, the contract process generates 400 to 500 contracts per fiscal year without manual intervention. The process uses a custom SQL database and custom routing tables. Contracts then pass through seven levels of management review before a final draft is sent to the contractor for review and signature. The signed contract then routes to the Board of Education for final execution and finalization. A final copy is then sent to all parties after final execution.

“You can access all the underlying forms to show and hide fields depending on what the user previously selected,” shared Susan Beltz, CIO at OUSD. “You design the forms the way you want them — it’s very flexible and powerful.”

The benefits

Moving from a paper-based system to Nutrient Workflow has made the contract and vendor approval process more efficient, especially due to increased transparency:

• Real-time tracking of task status
• 24/7 access to forms and data
• Full process transparency
• Reduced cost for paper and related supplies

With the paper-based system, once the paperwork left the contract initiator’s hands, they had no idea where the request was or who to nudge for action. Now, when a user launches the system, within moments they can see, for example, that the contract was cleared by the state and federal compliance office as well as the network superintendent, and that it’s now with the chief of schools. This oversight enables them to follow up with the chief of schools’ office as needed should there be an unexpected delay in the process.

Nutrient Workflow has also eliminated the need to chase down a vendor for necessary information. By automating the process with the Nutrient Workflow platform, users simply fill out a form online to initiate the contract. An email goes to the vendor to complete the web form and attach their resume and TB test results (as well as any other credentials the contract might require), and then the package is sent to procurement for approval.

If the procurement office requires more information from the vendor, the request bounces back directly to the vendor rather than being sent to the contract initiator to start over again. Clerical workers at the individual schools save a tremendous amount of time because they no longer need to track down paperwork through email and phone followup.

Return on investment

OUSD’s return on investment was a more efficient, timely, and accountable system for initiating vendor contracts and clearing companies it wants to do business with.

• The Nutrient Workflow system delivers efficient risk mitigation, streamlining the process to ensure that the vendors with which the schools work are reputable, insured, and not a safety risk to the district’s staff and students.
• The workflow also ensures on-time vendor payment by collecting all necessary paperwork directly from the vendors and automatically issuing purchase orders upon approval of the contract.
• Clerical and administrative staff members save time with every step of the process, as the user interface provides immediate request status upon launching the system.
• Many departments benefit from the auditable nature of Nutrient Workflow, from accounting to risk mitigation, as each step of the approval process is documented.

Conclusion

The system has worked so well that OUSD is looking to add request types to help in other departments.

Some contracts, depending on the dollar amount attached, may have to go all the way to the school board for approval, and in that case, the contract request is manually entered into Legistar to be added to the board’s agenda. Beltz said the IT team is looking to integrate Nutrient Workflow with Legistar to automate this last step in the process as well.

The district may also add a few smaller tasks to Nutrient Workflow, such as the ability to look at a vendor’s cumulative spend and a process to plan and seek approval for field trips.