July 2012 Chapter Leader Webinar
Mary Beth Lech, CFCM, Fellow
NCMA Chapter Relations Manager
1.800.344.8096 x1119
mlech@ncmahq.org
Today’s Agenda
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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?
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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.
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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
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Annual Membership Meeting
• Held via WebEx on Monday July 9th
• Over 250 people were on-line with NCMA
President Elliott Branch, Executive Director Mike
Fischetti and CLO Al Boykin and other NCMA staff
members
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Did you miss the meeting? We recorded it
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Welcome to PY 12-13 National Leadership
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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
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Chapter Annual Requirements
• Due on or before
August 31st
• Chapter Annual Report
• Chapter Financial Report
for PY 11-12
• Chapter Audit Report for
PY 11-12
• Chapter Officers and
Volunteers for PY 12-13
• Copy of Chapter Bylaws
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Chapter Requirements
• Specified in APM 5-7 Chapter Policy
• Link to APM 5-7
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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 13th.
• We do appreciate your responses.
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Recorded End of Year Chapter
Financial Reporting Webinar
• Were you unable to attend our webinar on June
13th.
• It’s recorded.
• Link at
http://resources.ncmahq.org/chapters/Lists/Anno
uncements/DispForm.aspx?ID=35&Source=http
%3A%2F%2Fresources%2Encmahq%2Eorg%2F
chapters%2Fdefault%2Easpx
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Remember to
right click and
save target as to
open up the
power point
chart
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Chapter Annual Report
• Due by August 31st to awards@ncmahq.org
• 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
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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.
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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 2012-13 do not count toward this
page total.
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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.
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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
• twoswans911@comcast.net
• 912-265-7530
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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
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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?
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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
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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.
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http://www.youtube.com/watch?v=LdRlUluJV8Q
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Check out NCMA on You Tube!
http://www.youtube.com/user/NCMAHQ
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Can’t join us in Boston?
• How about the Virtual Congress option for you,
your chapter or your office?
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NCMA Virtual World Congress 2012
o Site License
o Live Event Only
o Test your site
http://www.ustream.tv
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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
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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.
www.theinternational.com.
• 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 01740
PRICE: $150/person
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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 02125
PRICE: $85/person; $150/couple
(Note: a couple cannot be two members or registrants; they must be spouses
or significant others.)
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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: 35-41
PRICE: $55/person
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Post Congress NES offerings
• 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
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We will discuss
chapters hosting
NES on
the September
Chapter Leader
Webinar
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1st Annual NCMA Community
Outreach Project
• Saturday July 28th , Room 208, Hynes Convention
Center from 1-4 PM
• NCMA is partnering with Cape Cod Cares for Our
Troops (www.capecod4thetroops.com)
• 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.
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Saturday July 28th—prior to World Congress!
Start your World Congress journey with other
chapter leaders on Saturday afternoon at the
Leadership Summit.
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Leadership Summit 2012 Agenda
4:00PM–4:30PM
OPENING 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–5:00PM
STRATEGIC VISION FOR NCMA AND THE DUTIES OF CHAPTER LEADERS
• Elliott Branch, Fellow, President, NCMA
• Alan Boykin, CPCM, CFCM, NCMA Chief Learning Officer
5:00PM–5:15PM
BREAK
5:15PM–5:45PM
CALENDAR OF EVENTS AND CHAPTER RESOURCES
• Michael Wright, Chapter Relations Specialist, NCMA
5:45PM–6:00PM
SWOT (STRENGTHS, WEAKNESSES, OPPORTUNITIES, AND THREATS) ANALYSIS
• Tom Kelkis, CPCM, Fellow
• Mary Beth Lech, CFCM, Fellow, Chapter Relations Manager, NCMA
6:00PM–6:30PM
PLANNING YOUR CHAPTER PROGRAM YEAR AND CHAPTER EVENTS
• Carly Cox, CFCM
• Kiel Anderson, CFCM
6:30PM–7:30PM
NETWORKING RECEPTION AND ACTIVITY
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Participants earn 1.5 CPEs. Upcoming Webinars…
• Webinars by Date
• August 09: GSA Schedules
• September 13: Ethics and Compliance
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How to submit events and photos?
• Send to chapterrelations@ncmahq.org
• Photo: include a suggested caption, and identify
the people in the picture
• Events: Title, date, location and a web link
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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 15th to
awards@ncmahq.org
– Presentation at Mid Year 2013
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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!!
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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 2012-13?
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Chapter Grant Program for PY 2012-13
• 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 21 2012
• http://resources.ncmahq.org/chapters/Chapter%20Leader
%20Materials/Forms/AllItems.aspx?RootFolder=%2fchapt
ers%2fChapter%20Leader%20Materials%2fChapter%20Gr
ant%20Information&FolderCTID=&View=%7b67106F6B%
2d8B3F%2d4508%2d9ECA%2d30CE21D180C6%7d
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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:
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Mid Year Leadership Conference
NES Support
Certification Study Groups and Certification materials
Webinars
Local chapter hosted education conference
Outreach at job and career fairs
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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:
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Member Anniversary Dates (5 year increments)
New Member
Lapsed Members
Member in Grace
• All found on the chapters tab of NCMA Resources
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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 1st. You will be
notified of the new log in information
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Does your chapter need
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A logo?
Letterhead?
A newsletter masthead?
Contact
chapterrelations@ncmahq.org
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Does your chapter need event liability
insurance?
• Send the who, what, where, when to
chapterrelations@ncmahq.org within 10 days of
the event.
• No cost to the chapter
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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 chapterrelations@ncmahq.org
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New Members of the NCMA Council of Fellows
2011-12
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
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Are you using social media in your
chapter?
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Get Connected Now!
http://www.facebook.com/NCMAHQ
http://twitter.com/NCMA
http://www.ncmahq.org/linkedin
http://www.ncmahq.org/flickr
http://www.ncmahq.org/youtube
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Check out NCMA on You Tube!
http://www.youtube.com/user/NCMAHQ
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#ncmawc
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August Chapter Leader Webinar
• August Monthly Chapter
Leader webinar on
Wednesday August 15th at
1130 EDT
• Special guest is Mike
Fischetti
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What’s On Your Mind?
?
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