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Efficiency Redefined: How ESUHSD Automated Procurement and Contract Management

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East Side Highschool

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Overview

The East Side Union High School District, located in San Jose, Santa Clara County, California, administers 19 high schools with a combined enrollment of approximately 26,000 students, including 11 traditional and seven alternative high school programs and an Adult Education Program.

Janice Unger has been with the district for more than nine years, serving as the Director of Bond Purchasing & Contracts with a six-member team. Historically, the department’s role has been responsible for all construction and bonding projects within the district.

“Our department handles all design-build projects, as well as RFQs, RFPs, and bids," Unger said. "Originally, this work was done manually, and bids had to be submitted in person by contractors, with a public bid opening. In 2015, PlanetBids, an eProcurement SaaS solution, was brought into the district, moving our team away from the spreadsheets, bid tracking whiteboard, and manual processes. Today, contractors submit all their documents online and no longer need to travel to the district offices to deliver those submissions.”

A few years later, the district expanded its use of the system by moving online to Insurance Certificate Management. Paired with My Insurance, the District and vendors can conduct all insurance-related tasks within the PB System™. The system automatically generates expiration notices, and vendors update the information directly by submitting their newest insurance certificates.

According to District personnel, this automation has resulted in considerable time savings and up-to-date insurance certificate tracking; thus, limiting liability for the district. Key benefits are realized by automating this part of contract management with the PB System™ Insurance Certificate module.

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