ERA Grupa pomaže katoličkim dobrotvornim organizacijama u Denveru da vrate milione u misiju

Klijent

Catholic Charities of Denver shelters, feeds, houses, educates, counsels, and provides emergency assistance and critical services to people in Northern Colorado. As one of the largest of Catholic Charities’ 167 chapters across the United States, Catholic Charities of Denver’s work focuses on a wide spectrum of ministries: including affordable housing; early childhood education; as well as shelter, women, senior, family, kinship, parish, community, and counseling services.

Tokom protekle godine, CCD je pružio usluge za više od 53.000 ljudi, obezbijedio više od 125.000 noćenja i poslužio 400.000 obroka. Organizacija posluje s godišnjim budžetom od 60 miliona dolara i ima oko 600 zaposlenih.

Izazov

Nedostatak centraliziranih internih radnih resursa i eksternih praksi nabavke spriječio je CCD da skalira usluge, konsoliduje dobavljače, poveća efikasnost i uštedi novac.

Stambeno ministarstvo CCD-a (Archdiocesan Housing, Inc („AHI“)) čini otprilike polovinu svih usluga koje organizacija nudi svake godine. AHI uključuje 30 nekretnina sa 1.700 jedinica koje opslužuju oko 3.500 stanovnika. Upravljanje objektima je jedan od temeljnih troškova u cijelom ministarstvu i zapošljava mnoge interne resurse, uključujući tehničare za održavanje, domare, čistače, spremačice i druge. Organizacija također angažuje nekoliko stotina vanjskih dobavljača usluga za usluge održavanja vezane za nekretnine.

Like many nonprofits, CCD operates without a centralized procurement function that looks across the entirety of the organization and see where scale, vendor consolidation, and buying power could be employed to save money and increase efficiency and services. CFO Phil Vottiero knew Catholic Charities of Denver would benefit from such a function, but he realized it might need to come from outside the organization.

Rješenje

ERA je kreirala hibridni model internog upravljanja objektima kako bi nadgledala dobavljače i internu radnu snagu, a istovremeno održavala stroge standarde usluga.

In late 2020, Vottiero brought in ERA Group. ERA Group's charge was to look at the totality of agency spending and create different workflows allowing CCD to evaluate its spending across many areas, with housing chief among them.

“To have an expert such as ERA come in and be that independent viewpoint, that separate review, allowed us to take a look at how spending was being done and where we were missing opportunities—something we would never have been able to achieve on our own,” says Phil Votterio.

ERA Grupa je utvrdila da smanjenje troškova kod trećih strana predstavlja samo dio prilike. Pored osmišljavanja plana za bolje upravljanje dobavljačima, odlučili su se ispitati internu radnu snagu CCD-a kako bi ostvarili stvarni učinak.

CCD je bio u potpunosti posvećen tome da postupa ispravno prema ljudima koje zapošljava, tako da prepuštanje poslova trećoj strani nikada nije bilo moguće. Također su bili nepokolebljivi u nastojanju da se održi vrlo visok nivo usluge na koji su njihovi stanovnici navikli.

ERA je osmislila hibridni model za organizaciju - "projekat integriranih objekata" - gdje bi se maksimiziralo korištenje zaposlenika u cijeloj agenciji, a upravljanje dobavljačima bi bilo centralizirano u nezavisnom integriranom upravitelju objekata ("IFM"). Nijedan zaposlenik ne bi bio otpušten ili premješten.

As turnover occurs – the IFM – in coordination with CCD will evaluate the position and determines whether such a role needs to be replaced or simply supplemented with service hours provided by the IFM. This long-range plan honored all the organization’s commitments to staff while allowing for a much more efficient and cost-effective model over time.

ERA je pomogla u regrutovanju pravog integrisanog menadžera objekata koji će obavljati sve svakodnevne operacije održavanja sa zaposlenima i dobavljačima, kao i upravljati projektima kapitalnih izdataka.

“It is an evolving savings program because we’ve got a dynamic component —people—that we’re trying to recalibrate so we can start to achieve some of these greater savings," says Vottiero. "ERA has been looking at this in a unique way. We’re seeing how there’s an efficiency gain to be had, as well as how repositioning job responsibilities and being able to look across properties and business entities can recast the picture. I’d never been able to do that before.”

Rezultat

CCD je u poziciji da ostvari maksimalnu efikasnost i uštede od preko 30% godišnje samo u svom ministarstvu stanovanja, što ga je potaknulo da zatraži od ERA-e da proširi svoje prisustvo u cijeloj organizaciji.

Na Vottierov zahtjev, ERA je kreirala krovni program za rad u svim ministarstvima s ciljem ostvarivanja finansijskih ušteda i efikasnosti.

“If we do not steward what we are given judiciously, beyond wasting money, resources and energy, we are running counter to what we’re called to do, which is to take what we’re given and utilize it at its maximum efficiency,” says Vottiero.

Svaki dolar koji CCD uštedi omogućava im da pomognu većem broju ljudi u potrebi u svojim službama. Samo kroz projekat integriranih objekata, Katoličke dobrotvorne organizacije Denvera su u poziciji da uštede više od 30 miliona dolara tokom 10 godina.

“ERA is a partner, not a vendor,” Vottiero says. “I can’t emphasize that enough. We’ve all worked with many consultants and contractors in our day, and there are more than many that create more work than they solve. What ERA did from the outset was to create a model that was easy to follow, did not burden any one individual or area, and allowed us to move forward across a wide array of projects.”

“ERA provided us a huge opportunity to further our mission by taking the resources we have been given and allowing us to redeploy savings into additional high-impact programming.”

"If we do not steward what we are given judiciously, beyond wasting money, resources and energy, we are running counter to what we’re called to do, which is to take what we’re given and utilize it at its maximum efficiency." [Phil Votterio, CFO of Catholic Charities of Denver]