July 2012 Chapter Leader Webinar Mary Beth Lech, CFCM, Fellow NCMA Chapter Relations Manager x1119

1 Today’s Agenda Monthly WebEx recordings Welcome our new Executive Director Annual General Membership Meeting New Board of Directors Chapter Elections Chapter requirements (APM 5-7 Chapter Policies) Chapter Annual Performance Survey End of Year Chapter Financial Reporting Webinar Chapter Annual Reports CMLDP Upcoming Events World Congress 2012 Leadership Summit 2012 Webinars NCMA Events Page Photos in Contract Management NCMA Resources page NCMA Chapter Guide NCMA Chapters page Certificates! SharePoint and Web pages Did You Know… Chapter Grants Social Media What’s On Your Mind?

2 Monthly Chapter Leader WebEx Recordings Now Available NCMA monthly chapter leader WebEx discussions are now being recorded for you to listen to as a refresher at a later date. Go to the NCMA Chapter Resources page and in the left column, click on Chapter Training Materials. Copies of the briefing charts are also available for you there.NCMA Chapter Resources page

Welcome to our new Executive Director Michael P. Fischetti, J.D., CPCM, Fellow –Former member of NCMA Board of Directors –Former NCMA Secretary –Retired federal employee and member of Senior Executive Service –Past chapter president of Washington DC chapter 22 year member of NCMA 3

Annual Membership Meeting Held via WebEx on Monday July 9 th Over 250 people were on-line with NCMA President Elliott Branch, Executive Director Mike Fischetti and CLO Al Boykin and other NCMA staff members 4

Did you miss the meeting? We recorded it 5

Welcome to PY National Leadership 6

It’s time to think chapter elections! Step 1-What do your bylaws say? Step 2-Form a nominations and elections committee –How about using your Fellows for this? Step 3-Form a slate of candidates Step 4-Vote Step 5- Report results to HQ Step 6-Installation 7

Chapter Annual Requirements Due on or before August 31st Chapter Annual Report Chapter Financial Report for PY Chapter Audit Report for PY Chapter Officers and Volunteers for PY Copy of Chapter Bylaws 8

Chapter Requirements Specified in APM 5-7 Chapter Policy Link to APM 5-7 9

NCMA Annual Performance Survey Requirement of NCMA APM policy 5-7 YOUR opportunity to tell NCMA how we did. –How well did NCMA serve your chapter? PY 2011 – 12 Chapter Leaders will receive the survey link during the week of Aug 13 th. We do appreciate your responses. 10

Recorded End of Year Chapter Financial Reporting Webinar Were you unable to attend our webinar on June 13 th. It’s recorded. Link at uncements/DispForm.aspx?ID=35&Source=http %3A%2F%2Fresources%2Encmahq%2Eorg%2F chapters%2Fdefault%2Easpx 11

12 Remember to right click and save target as to open up the power point chart

Chapter Annual Report Due by August 31 st to The chapter’s annual report is how you tell NCMA how you connected your chapter and your chapter members to NCMA goals and objectives. –How did your provide value to your members –How did you connect NCMA and your members –How effective were your chapter operations Keep in mind that what you do in your chapter should support the NCMA long range goals. –Use the CAR process as a chapter SWOT analysis for the new year Strengths, Weaknesses, Opportunities, Threats 13

What you submit in your CAR Two parts –Part 1 is a NTE 1-3 page Executive Summary (or no more than 4 Power Point charts), signed by the Chapter President, either incoming or outgoing; AND –Part 2 is a self evaluation based on the criteria provided. The self-evaluation should be more than yes or no answers. Additional details, i.e. titles and dates of the programs, meetings; names of the people teaching, attending, writing or serving should be provided in the column marked “Additional detail/information or description. Both will be considered in the Graalman evaluation. 14

Spreadsheet and Documentation The spreadsheet provided is to be used for your chapter’s self evaluation and provides examples of what could represent success against these objectives. Both the executive summary and the self evaluation spreadsheet will be used to rate the CAR. The chapter bylaws, financial report, audit and roster for PY do not count toward this page total. 15

Important Link Go to the NCMA Resources Page –Chapters Tab Chapter Leader Materials –Graalman Information Remember that to open the spreadsheet you need to right-click files and "Save Target As" to a location on your computer. This will allow files to upload properly. 16

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New Review Team Chair this year Bill Swan, CPCM, Fellow of the Jacksonville Chapter Bill is the former Functional Director for Awards and Honors Bill has co chaired the review with Joan

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Application Period now closed 70 applications received and in review by the committee 25 slots Selections and announcements made in mid-late August 20

Support CMLDP! Did you know that 66% of all CMLDP graduates or currents students have been elected to major chapter officer positions? –They are the future of our profession and of our Association. They are your future chapter leadership! If your candidate isn’t selected, keep them involved in chapter volunteer positions. –Support their application next program year Maybe your chapter wants to make a financial contribution to the CMLDP program to assist with current and future program expenses? 21

22 Upcoming Events Save the dates! Leadership Summit 2012: July 28, 2012; Sheraton Boston Hotel, Boston MA World Congress 2012: July 29–Aug 1, 2012; John B. Hynes Veterans Memorial Convention Center, Boston, MA Government Contract Management Conference 2012: November 5–6, 2012; Renaissance Hotel, Washington, D.C. Mid-Year Leadership Conference 2013: January 18–19, 2013; Planet Hollywood Resort and Casino, Las Vegas, NV

LET’S CELEBRATE THE CONTRACT MANAGEMENT PROFESSION...

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To Celebrate Contract Managers! ALL chapters will be offered a complementary link to one of the recorded presentations from World Congress. NCMA will determine which session will be offered once we return from Boston and listen to the quality and content of the recording. Once the chapters are notified that the link is available, you will have 60 days for your chapter to access the link and use as a chapter program. 25

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Check out NCMA on You Tube!

Can’t join us in Boston? How about the Virtual Congress option for you, your chapter or your office? 29

30 NCMA Virtual World Congress 2012 o Site License o Live Event Only o Test your site

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AND….you can download the World Congress 2012 iPhone App from iTunes! Everything you need to know at your finger tips! Search in iTunes for NCMA WC12 35

ANNUAL NCMA WORLD CONGRESS GOLF TOURNAMENT SATURDAY, JULY 28 7:00AM–1:00PM Tee off with your colleagues, clients, and friends at The Oaks Golf Course. Transportation is provided for the event from the Sheraton Boston Hotel. THE OAKS GOLF COURSE AT THE INTERNATIONAL GOLF CLUB & RESORT 159 Ballville Road Bolton MA PRICE: $150/person 36

A few Gala Seats are left. ANNUAL NCMA WORLD CONGRESS GALA SPONSORED BY FEDBID MONDAY, JULY 30 6:00PM–10:30PM Join us at the John F. Kennedy Presidential Library and Museum, a venue dedicated to the memory of our nation's 35th president and to all those who through the art of politics seek a new and better world. Located on a ten-acre park, overlooking the sea that he loved and the city that launched him to greatness, the library stands as a vibrant tribute to the life and times of John F. Kennedy. Take in the character of this unique venue, enjoy live entertainment, dancing, and an award presentation along with heavy hors d'oeuvres, dinner, and dessert. Watch as the 2012 Alvis D. Keen Honorary Life Member Award is presented to a very deserving NCMA member. Then spend time catching up with old friends or making some new ones, and be sure to hit the dance floor! This event sells out annually because spots are limited—be sure to purchase your tickets early! Complimentary beer, wine, and champagne provided, as well as a cash bar for specialty drinks. Cocktail attire is suggested. Transportation is provided for the event, but will not be running on a continuous basis. Buses will depart from the Sheraton Boston Hotel in unison no later than 6:15pm. All guests must arrive at the Sheraton Boston Hotel prior to 6:00pm to take advantage of this complimentary service. JOHN F. KENNEDY PRESIDENTIAL LIBRUARY & MUSEUM COLUMBIA POINT BOSTON, MA PRICE: $85/person; $150/couple (Note: a couple cannot be two members or registrants; they must be spouses or significant others.) 37

Take Me Out to the Ballgame! TUESDAY, JULY 31 7:30PM Is experiencing a baseball game at Fenway Park on your life-long to-do list? If so, join us for a night of fun at Fenway as we watch the Boston Red Sox face off against the Detroit Tigers. Be advised that no transportation will be provided for this event as Fenway Park is located relatively close to the hotels; the park is only a 15-minute walk or 4-minute cab ride from the Sheraton Boston Hotel. FENWAY PARK SECTIONS: PRICE: $55/person 38

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Post Congress NES offerings 41 Thursday August 2 Separate fee for NES Three sessions: –Contract Types –100 Worse Mistakes in Government Contracting –NEW The COR Member of the Acquisition Team: The Contracting Officer Representative’s Guide to Performance and Quality

42 We will discuss chapters hosting NES on the September Chapter Leader Webinar

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1 st Annual NCMA Community Outreach Project Saturday July 28 th, Room 208, Hynes Convention Center from 1-4 PM NCMA is partnering with Cape Cod Cares for Our Troops ( We’ll be packing items and boxes for our deployed military Join us at the Convention Center and then stroll over to the Sheraton for Leadership Summit. 44

Saturday July 28 th —prior to World Congress! Start your World Congress journey with other chapter leaders on Saturday afternoon at the Leadership Summit. 45

Leadership Summit 2012 Agenda 4:00PM–4:30PMOPENING REMARKS AND INTRODUCTION OF NCMA Michael Fischetti, J.D., CPCM, Fellow, NCMA Executive Director Mary Beth Lech, CFCM, Fellow, Chapter Relations Manager, NCMA 4:30PM–5:00PMSTRATEGIC VISION FOR NCMA AND THE DUTIES OF CHAPTER LEADERS Elliott Branch, Fellow, President, NCMA Alan Boykin, CPCM, CFCM, NCMA Chief Learning Officer 5:00PM–5:15PMBREAK 5:15PM–5:45PMCALENDAR OF EVENTS AND CHAPTER RESOURCES Michael Wright, Chapter Relations Specialist, NCMA 5:45PM–6:00PMSWOT (STRENGTHS, WEAKNESSES, OPPORTUNITIES, AND THREATS) ANALYSIS Tom Kelkis, CPCM, Fellow Mary Beth Lech, CFCM, Fellow, Chapter Relations Manager, NCMA 6:00PM–6:30PMPLANNING YOUR CHAPTER PROGRAM YEAR AND CHAPTER EVENTS Carly Cox, CFCM Kiel Anderson, CFCM 6:30PM–7:30PMNETWORKING RECEPTION AND ACTIVITY 46

47 Participants earn 1.5 CPEs. Upcoming Webinars… Webinars by Date August 09: GSA SchedulesGSA Schedules September 13: Ethics and ComplianceEthics and Compliance

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How to submit events and photos? Send to Photo: include a suggested caption, and identify the people in the picture Events: Title, date, location and a web link 50

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James E. Cravens Membership Award Does your chapter create membership magic? Who is your chapter’s membership magician? Nominations due by August 15 th to –Presentation at Mid Year

Albert Berger Outstanding Chapter Leadership Award winners announced Larry Belge, Fellow, Jacksonville Chapter Carly Cox, CFCM, Dayton Chapter David Gordon, CFCM, Picatinny Chapter Jenny Lim, San Gabriel Valley Chapter Dave Marsh, CPCM, Fellow, Rio Grande Chapter Ina Merson, CPCM, Fellow, Saguaro Chapter Presentation at NCMA Mid Year in January!! 64

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Chapter President… Did you know that you receive an automatic e mail from NCMA when a new member wants to volunteer in your chapter? Did you know that you receive an automatic e mail from NCMA when your chapter has a member who passed a certification exam? Did you receive your letter about the chapter grant program for PY ? 68

Chapter Grant Program for PY What innovative program would you like in your chapter that you might be able to execute if given a financial boost up? NCMA BoD has targeted $50,000 for this year’s grant program Applications are due NLT Sept %20Materials/Forms/AllItems.aspx?RootFolder=%2fchapt ers%2fChapter%20Leader%20Materials%2fChapter%20Gr ant%20Information&FolderCTID=&View=%7b67106F6B% 2d8B3F%2d4508%2d9ECA%2d30CE21D180C6%7d 69

Last Program Year… 35 chapters submitted 86 grant requests totaling over $187,000. $50,000 was budgeted for distribution, All but $43.13 distributed to 29 chapters Types of grant requests supported: Mid Year Leadership Conference NES Support Certification Study Groups and Certification materials Webinars Local chapter hosted education conference Outreach at job and career fairs 70

Attention Chapter Presidents and Membership Chairs! You recently received an e mail from Mike Wright with your snapshot of your chapter’s membership as of June 30, 2012 Don’t forget to check your monthly membership reports that we post: –Member Anniversary Dates (5 year increments) –New Member –Lapsed Members –Member in Grace All found on the chapters tab of NCMA Resources 71

You can always retrieve your chapter membership roster 24/7 Special locked area of the NCMA Resources page Please contact Mike Wright if you can’t access –He will verify that you are allowed access prior to release of the user name and password –DO NOT SHARE the log in information!!! Log in will change on Sept 1 st. You will be notified of the new log in information 72

73 Does your chapter need A logo? Letterhead? A newsletter masthead? Contact

74 Does your chapter need event liability insurance? Send the who, what, where, when to within 10 days of the event. No cost to the chapter

Does your chapter… Need a copy of Quicken © software? –Chapter is entitled to one FREE copy Need a SharePoint page? Need to order a chapter banner? Contact 75

New Members of the NCMA Council of Fellows Linda Bryant, Fellow, Inland Empire Chapter Maurice Caskey, CCCM, CFCM, Fellow, San Diego Chapter Charles Chadwick, Fellow, Tysons Corner Chapter Dr. Kenneth Oscar, Fellow, Washington DC Chapter Matthew Paynter, CFCM, Fellow, Bluegrass Chapter Morgan Ross, CPCM, CFCM, Fellow, Picatinny Chapter Kimberly Rupert, CPCM, CFCM, Fellow, Battlefield-Dulles Chapter Thomas Sharpe, CPCM, Fellow, Washington DC Chapter Stan Soloway, Fellow, Washington DC Chapter Allie Stanzione, CFCM, Fellow, Boston Chapter Michelle Warren, CFCM, Fellow, Puget Sound Chapter

77 Are you using social media in your chapter? Get Connected Now!

Check out NCMA on You Tube!

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August Chapter Leader Webinar August Monthly Chapter Leader webinar on Wednesday August 15 th at 1130 EDT Special guest is Mike Fischetti 88

89 What’s On Your Mind? ?

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