Regional Member Meeting

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Regional Member Meeting
February 8th, 2007
Cleveland Regional Member Meeting February 8th,
2007
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Corporate United Review
Agenda
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Corporate United Growth New Members
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Contract Status Update
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Contract Management Tool Rollout
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SYNERGY 2007 Update
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Annual Reviews Data Initiative
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Corporate United Review
Corporate United Growth and New Members
As Corporate United expands into the mid-Atlantic
region, our member growth is rapidly approaching
100. This exciting development is being supported
by the growth of our infrastructure.
In 2006 Corporate United added a contract manager
and two member development resources. In 2007 we
have already brought on a sourcing operations
leader and another member development resource.
With plans to add an additional 2-3 people before
the end of the year, Corporate United remains
committed to investing in our business to support
our expanding membership.
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Corporate United Review
Contract Status Update
Our current portfolio includes agreements with
these fine suppliers
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Corporate United Review
Contract Status Update
Five of our agreements expire in 2007. Corporate
United is currently in the process of reaching
out to all participating members to discuss the
path forward.

• Konica Minolta Conversations held December and
  January renegotiation beginning this month.
• Medco Currently benchmarking other buying
  groups, member discussions underway.
• Volt Conversations with members taking place
  this month.
• Manpower Conversations with members taking
  place this month.
• Intercall Conversations with members currently
  scheduled for late spring.

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Corporate United Review
Contract Management Tool Rollout
As a means of better serving our members,
Corporate United is implementing the Ketera
contract management software tool.
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Corporate United Review
SYNERGY 2007 Update
Corporate United is about our members, and like
all of our events SYNERGY 2007 is for you.
Register now to attend and get the full value out
of belonging to the nations largest and leading
group purchasing organization.
Jason Busch Patricia Moody Orville Bailey
Teresa Metty Peggy Blazkowski Thomas Stallkamp
Dave Nelson Jack Hess Steve Shaw
Tim Cummins Stacey Taylor Reuben Slone
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Corporate United Review
Annual Reviews and Data Initiative
As reported at the golf outing, Corporate United
will be using the annual reviews as a means to
collect spend cube information critical to our
ability to serve our members.
Area Category Type Spend Locations Primary Contract Expiration Ability to Switch Access Data Avail.
Ex. Temporary Labor 5,000,000 45 Kelly Volt  2/31/07 7 7 5
HR Drug Testing              
HR Outplacement              
HR Background Investigations              
HR Recruiting              
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Corporate United Review
Annual Reviews Recommendations
In addition to the data collection initiative,
our annual reviews will also include status
reports on the agreements on which each member is
participating along with recommendations on how
those contracts can be better utilized.

• Demand management
• Implementation and compliance
• Rebates and incentives
• Benchmarking suggestions and opportunities

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Corporate United Review
Coming Up
Best Practices in Relocation Sourcing Pete Kolp
Procurement Technology Landscape Jason Busch
Lunch
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Relocation Services
Agenda
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Industry Overview
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Goals and Objectives
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Sourcing and Award Process
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Scope of the Offering
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Open Discussion
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Relocation Services
Industry Overview
Relocation Services is a large and complex
industry that includes a wide variety of
suppliers providing a broad array of services.
Understanding the current state of the industry
puts buyers in the drivers seat

• Mergers and acquisitions have dramatically
  impacted the relocation services landscape over
  the last 5-7 years
• Like many industries, a number of providers in
  this space have experienced recent accounting
  issues
• The increased involvement of procurement groups
  in the sourcing and management of this category
  has altered the market
• We are in the midst of an upswing in the market,
  this rise in demand is having an effect on
  corporate buyers

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Relocation Services
Goals and Objectives
After significant research and several trials in
specific areas of relocation, Corporate United
undertook an initiative in 2006 to achieve the
following

• Develop the most comprehensive corporate
  relocation services program possible
• Negotiate transparent and highly competitive
  pricing structures
• Manage a network of best-in-class service
  providers dedicated to superior performance
• Leverage the expertise of experienced
  professionals to add ongoing value to the program

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Relocation Services
Goals, Objectives, and Project Scope
The guiding principle of this process was to
ensure that Corporate United developed a program
capable of meeting our members diverse
requirements

• Third-party domestic relocation services
• International assignment
• Household goods transportation (HHG)
• Third-party appliance services
• Self-move solutions
• Consultative support

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Relocation Services
Provider Comparisons Services Assessed
As part of the evaluation of prospective
suppliers, Corporate United assessed the entire
spectrum of services our members would
potentially utilize
Expense Management Home Finding Mortgage
Assistance Rental Finding Temporary Living Visa
and Immigration Services Repatriation
Services Self-pack / Self-haul On-time Pick-up
and Delivery Claims Processing
Assignment Management Global Expense
Administration Home Marketing Home Sale Inventory
Management Tax Services Home Sale Program
Expenses Service Coverage Claims
Ratios Guaranteed No-fail Service
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Relocation Services
Provider Comparisons Relocation Services
Cartus Prudential Weichert Primacy Sirva

Servicing at Origin Location 736 730 779 751 747
International Assignment Mgmt 245 243 260 250 249
Technology and Reporting 491 487 519 501 498
Financial Proposal 2111 2094 2235 2152 2142
Client References 147 146 156 150 149
Tax Capability 491 487 520 500 499
Proposed SLA's 196 151 208 201 199
SAS 70 Compliance 198 148 202 199 197
Work Force Profile 151 146 158 150 149
Performance Metrics 143 237 160 152 153
Overall Composite Weight Score 4909 4869 5197 5006 4982

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Relocation Services
Provider Comparisons - HHG
North American Allied United Atlas Mayflower

Coverage Domestic 338 363 371 343 370
International Capabilities 339 371 382 361 382
Safety Measurements 386 415 424 392 423
Mix of Business Corp. Relo. 483 518 531 490 529
Training and Certification Programs 435 467 477 441 476
Transparent Pricing 2414 2593 2653 2451 2645
Technology Comprehensive Ease of Use 434 460 497 424 466
Overall Composite Weight Score 4829 5187 5330 4902 5291

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Relocation Services
Scope of Services and Providers
Relocation Services
Transportation Services
Policy and Program Management Expense
Management International Assignment Mortgage
Services Move Management Corporate
Housing Relocation Tax Services Payroll and
Compensation
HHG Domestic and International Door-to-Door
Automobile Transportation Boat and Motorcycle
Transportation Custom Crating and Handling of
Antiques Professionally Managed
Warehouses Climate Control Office and Industrial
Moving Tradeshow Management and
Transportation Last Mile Delivery
Service High-Value Item Transportation
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Relocation Services
Corporate United Program Value-Adds
In addition to our relocation services and HHG
contracts, Corporate United has also secured
agreements allowing our members to impact the
growing self-move segment
Self-move Program Mobile Storage
Containers Coordinate Self-move
Vehicles Self-storage Units
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Relocation Services
Total Cost of Ownership Analysis and Support
As with every Corporate United agreement, the
impact of our relocation services contract goes
well beyond the pricing. Our evaluation and
analysis processes help our members to do more
than saving money, they help to find the best
total value solution.

• Relocation policy assessment and consultation
• Total cost analysis process
• Supplier selection based on cost reduction and
  improving operational performance
• Ongoing support through reporting, data
  cleansing, demand management, exception
  management, best practice sharing, etc.

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Relocation Services
Implementation Support
The Corporate United category manager helps to
our members to realize the value of our agreement
by facilitating the implementation process.
Post Implementation Review
Implementation Plan
Program Checklist
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Relocation Services
Additional Reporting Capabilities
Corporate United is able to provide interested
members with advanced reporting, above and beyond
the information available through our suppliers.

• Cost summary of all activities
• Relocations in process, events, status
• Total moving costs
• Home sale assistance
• Temporary living costs
• Equity advances and remittance

• Storage details
• Cost of living programs
• Delivery summary, performance details
• Supplier performance reports
• Invoice statistics, payable status
• Compliance vs. Non-compliance

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Relocation Services
Key Performance Indicators
Relocation and Operations Accounting
Service

• Client and transferee satisfaction
• Availability and Responsiveness
• Knowledge
• No noise rate

• Expense reimbursement cycle time
• Expense reimbursement accuracy
• Administration accuracy on calculations
• Total spend reporting accuracy
• Payroll feed accuracy and timeliness
• Gross-up accuracy
• Tax accounting / reporting defect rate

New Home Purchase

• Contract to closing cycle time

Home Sale

• Amended value rate
• Direct costs
• Inventory aging
• Appraisal accuracy
• Offer cycle time
• Equity payment cycle time

Household Goods Moving

• On time pick up and delivery
• Claims-free moves
• Claims amount and cycle time

International

• Visa application prep time
• Assignment letter accuracy
• Days in temporary housing
• Allowance defects
• Tax return organizer and amended tax returns

Other

• Reporting timeliness, accuracy and analysis
• Service providers key staff turnover rate
• Cost savings recommended
• Cost savings achieved

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Relocation Services
Open Discussion
Thank You
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