Contingent Worker
Policy and Procedure
Who am I?
Sourcing Roadmap 2023
Raymond James Knowledge
100

The average mark-up for our RJ contingent labor program.

What is 40.55%?

100

For Financial Approval of an IT deal over $250K, this task in SNOW would be insufficient and require additional approval.

What is the IT Finance Pre-Approval task (Dan Hulse blanket approval)?

100

Who is the COO of RJTrust?

Who is Chris Holder?

100

OCW project includes fingerprinting in these countries if access to our systems/network is required.  

What is Armenia, Canada, Costa Rica, India, Moldova, Philippines, Poland, Serbia and United States
100

Founders of Raymond James

Who are Edward Raymond and Bob James?

200

There are two ways RJ managers acquire external labor.

What are Staff Augmentation & Statement of Work (SOW)?

200

This checkbox in the RJ Custom Fields indicates there were no material changes to the legal terms and conditions in the agreement.

What is the attestation checkbox in the RJ Custom Fields?

200

Escalating aging TRB tasks.

Who is Scott Kline?

200

Name one training agenda item covered in the monthly sourcing call. 

What is:  Contract review, stakeholder clause ownership, OCW project, Legal Buy Box, Cleanroom requirements, External Resource Process Change, Sourcing Pillars to Success, Renewals/reinstatements, and PRF training.

200

Our culture is rooted in the values that were part of the foundation of the firm, and they are our pledge and promise to clients, to advisors, and to each other.

What are:

1. We put clients first

2. We act with integrity

3. We think long term

4.  We value independence


300

The FY2022 Diversity Spend for our staff augmentation program. 

What is $17.3 million? 

300

For a negotiated agreement, this version must be uploaded in PeopleSoft for contract execution.

What is the clean version? (not the redlined version)

300

Any external resource questions relating to staff augmentation goes too?

Marty Pittman

300

Name two OS Shingles significant engagements.

What is: SNOW Renewal, HR Modernization - Implementation RFP, Data Center Servers RFP, Zoom Renewal/with telephony, Dev/Ops RFP, SNOW Support RFP, or VMWare Renewal

300

Raymond James vision

What is: Our vision is to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice?

400

The number of active staffing suppliers in our contingent labor program for staff augmentation.

What is 14?

400

The Risk Assessment must be conducted on this when engaging with a Value Added Reseller (VAR) and must be entered in the applicable RJ Custom Field.

Who is the Original Equipment Manufacturer (OEM)?

400

Escalate business unit delays with contracts.

Who is your manager?

400

Name two processes implemented in January to influence change in how we assess risk within our engagements.

What is:  Legal buy box and $<=$50k

400

Behaviors tied to our Misson, Vision and Values.

What are develop, improve, deliver, collaborate, and decide? 
500

The number of temp workers employed by RJ.

What is zero?

500

The SRM Risk Assessment is considered complete when this task is marked complete in SNOW.

What is the "Obtain Risk Approval" task OR 3rd SRM task?

500

Escalate supplier risk management due diligence teams task(s). 

Who is Supplier Risk Management (use email address and cc your manager)?

500

Five pillars to success for sourcing

What are:  Reporting, Risk Tolerance, Process Efficiency, Roles and Responsibilities, and Training and Accountability

500

First non-James CEO

Who is Paul Reilly?