July 2009 Chapter Telecon “Chapter Annual Reports” “Walter R. Graalman Awards” Mary Beth Lech, CFCM, Fellow NCMA Chapter Relations Manager x419

1 First… Thanks to all who atttended Leadership Summit in Denver –GREAT conference! See you at Mid Year in Las Vegas –We are back at The Luxor –Jan 22-23, 2010

2 Chapter Requirements FIVE Things due on or before Aug 31 st –Chapter Annual Report –List of your 2009 – 2010 Officers and Volunteers –Chapter Financial Report –Chapter Audit Report –Copy of the chapter bylaws

3 IF all Five Items are received by Aug 31st Then the chapter is eligible for consideration for the Walter R. Graalman Award NO separate submission required for the Graalman award

4 Chapter Annual Report NO required format –BUT, limited to 6 pages –SHOULD be structured so that it describes what your chapter accomplished in support of 3 NCMA objectives NO additional backup information required –We believe in the NCMA Code of Ethics

5 Objectives 1.Provide Value to Members 2.Connect NCMA to Members 3.Chapter Operated Effectively

6 Categories for Graalman Award Based on chapter size as of 1 Jul 2008 –Category I Members –Category II Members –Category III 201+ Members Use the chapter roster that was sent with your rebate check. That is your starting roster.

7 Why change the structure? On-going for the past 3 years. –A gradual transition The Graalman criteria established early in NCMA’s history is a good tool to consider when planning your year. –Because each chapter faces its own challenges, a guide that would apply to all chapters became increasingly difficult to devise. Don’t want cookie cutter approach Do not want submissions that mirror the sample We DO want to know what you did! How did that support the national objectives?

8 New grading format The Graalman Award committee will use a color coding (Green, Amber, Red) to assess your chapter’s success against NCMA national goals and objectives. – The spreadsheet provided shows examples of what could represent success against these objectives. Each of the four objectives has several sub components, each earning a code of Green, Amber or Red. At the end of each objective, the reviewers will provide an overall color code for that objective. The size of the chapter will be considered in this overall objective rating.

9 Designation Levels Quality Chapter – No Objectives Red Bronze Level – One Objective Green Silver Level – Two Objectives Green Gold Level – Three Objectives Green

10 Objective 1: Provide value to members Ra t i n gGreenAmberRed Did you conduct or co-conduct a one-day conference or seminar other than NES? > 4 hours in duration> 4 hoursno seminarsn/a Does your chapter conduct or co-conduct a workshop program?at least 3 only 1 or 2 hours; or only networkingno seminars Did you organize, offer and conduct or co-conduct a an organized study program for certification candidates?Offered and takenOffered but no takersnone offered Did your chapter host or co-host a National Education Seminar (NES)?yesNoN/a Did your chapter host or co-sponsor any other NCMA seminar originated by the NCMA National organization? NES or AudioyesNoN/a Does your chapter have a scholarship program?yes no Did your Chapter nominate and support participants to the NCMA Contract Mgt Leadership Development Program? Did the CMLDP nominee serve in a Leadership role in your Chapter?yesnon/a Innovation/Quality of Meeting National and Strategic Goals aware of goal and working towards it aware of goal but not fully engaged seems unaware of goal and relationship to chapter

11 Spreadsheet—Award Criteria

12 Graalman Committee Chair Joan Wysoske Home Phone: Cell:

– 2010 Awards and Honors Committee Chair Janet Mattson Work Phone: Fax:

14 Submission date – August 31st Send to

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16 Thank you for joining us today Hope you are having a GREAT summer!

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