Chapter Leader Webinar June 2015

Mary Beth Lech, Lifetime CFCM, Fellow NCMA Chapter Relations Manager Vanesa Powers NCMA Chapter Relations Specialist

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

3 Annual chapter reporting due by July 31 st FIVE mandatory items: –Chapter Annual Report (which includes the self evaluation spreadsheet and executive summary) –Chapter Financial Report –Chapter Audit Report –List of officers and volunteers for PY15-16 –Copy of chapter bylaws NO separate reporting requirement for consideration for the Graalman award

Chapter Leader Webinar June 17, 2015 Chapter Annual Reporting Angie Kays NCMA Office Manager Jeannine Roso Chapter Annual Report Review Team Chair

Chapter Financial Report: Beginning Balance

Other Revenue Items

Other Expenses Items

Grant / Scholarships

Financial Report – Ending Balance

Supplementary Information: Grants / Scholarships

Supplementary Information: Board Member Questions

12 Audit Report

Questions for Angie?? 13

Quicken software Every chapter is entitled to a FREE copy of Quicken software to help keep your financial books and records Send your request to 14

Top 5 Helpful Hints for Submitting Your Self-Evaluation

5. Use as a resource! You can get data such as which of your members have obtained certification during the program year, how many members you had at the beginning of the year and how many at the end so you know if your chapter is growing, staying the same or declining. –You can also send an e mail to You can check back issues of Contract Management magazine for articles written by members or what photos may have been submitted by your chapter. Look at what events you may have posted on the Calendar of Events

4. Write the Executive Summary to tell your story The Executive Summary should supplement the worksheet, not parrot it. Include your Chapter size in the Executive Summary. This helps the evaluators immensely in their rating determinations. Only MS Word or PDF files are permitted. MS Power Point is no longer an acceptable format.

3. Know Your Program Year All data on the Self-Evaluation Worksheet should occur within the Program Year: July 1, 2014 – June 30, 2015

2. Submit the Self-Evaluation Worksheet as an editable Excel spreadsheet No.pdf files No password protected files The evaluators use the spreadsheet for their input, too, so they need to be able to edit the file.

1. Fill in the Additional Detail/ Information or Description column!!!! Without additional detail and information the evaluators have nothing to evaluate. Don’t be afraid to elaborate here. It’s better to put it in than leave it out.

The Race Begins 21 START OF A NEW PROGRAM YEAR  Planning Meeting  New chapter leaders  Goals  In line w/NCMA mission & goals?  Activities  Budget  Standard Operating Procedures  Assign Annual Report responsibilities  Guide to completing reports

Trends and Concerns 22  Last minute effort  Incomplete/erroneous reporting  Chapter web sites out of date  Didn’t use available HQ resources  Didn’t canvas chapter members (teaching, writing, speaking, national events, certifications, etc.)  Inattention by Chapter Leaders  Required formats not followed

Jeannine Roso, CPCM CFCM Angie Kays

24 Summer Chapter Leader Summit 2015 Send your new President and other members of your leadership team for program year !

Send in your proposal by June 30th 25 Find details at at

26 How to Chapter training now in “How to” presentations that you can access and keep for future references. You can find these presentations in SharePoint chapters Chapter Branding Chapter Member Reports Chapter Monthly Checklist Chapter SharePoint Login Create Mailing Labels Chapter Social Media Did You Know? NES Webinar On Demand New Member Initiative

Webinars June 25: Better Buying Power 3.0Better Buying Power 3.0 Every chapter is entitled to ONE LIVE webinar or TWO pre recorded webinars each program year. Deadline to order your’s for your chapter is JUNE 30 th. Contact 27

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Applications due June 30 th ! Applications are now being accepted for admission to the 2015–2016 NCMA Contract Management Leadership Development Program (CMLDP). This program is designed to help develop the next generation of contract management leaders through an intensive yearlong educational experience. More Information 29

Outstanding Chapter Volunteer Award Nominations are due NLT July 31 st to The Outstanding Chapter Volunteer Award provides a means of giving special recognition at the national level to those volunteers who demonstrate dedicated service to NCMA and its members 30

31  Chapter Elections should be complete!  Submital of chapter officer roster to the National HQ office was due by May 15 th  Send to

Mary Beth Lech, Lifetime CFCM, Fellow NCMA Chapter Relations Manager x1119 Vanesa Powers NCMA Chapter Relations Specialist x1120 You can reach us:

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