Agenda as of 3-10-15 (subject to change) AGENDA (All meeting rooms are located on the Fifth Floor unless otherwise noted) Sunday, March 29 8:00 am – 11:00 am Board of Directors Meeting Meeting Room 408, Fourth Floor 10:00 am – 5:00 pm Grand Ballroom Foyer Registration 11:15 am - 11:45 am Grand Ballroom Salon D State Member Business Meeting 11:45 am – 12:00 pm Break 12:00 pm – 12:45 pm Grand Ballroom Salon J State Member Luncheon and Orientation Michael Jones - Alabama 12:45 pm – 1:00 pm Break 1:00 pm – 3:45 pm Grand Ballroom Salon BC Sponsor One-on-Ones (8 appointments) One–on-Ones are prescheduled, fifteen-minute appointments with state procurement representatives. Use this opportunity to speak directly with state procurement officials of your choice. (Last appointments begin at 3:30 pm) 3:45 pm – 4:00 pm Break 4:00 pm – 5:00 pm Grand Ballroom Salon D State Procurement 101 Tom Blaine - NASPO Life Member and Monica Wilkes - NASPO Honorary Member If you're new to the procurement process in government, you won't want to miss this informative session presented by two distinguished, long-time NASPO members! Topics will include the most common procurement methods utilized, bid evaluations and awards as well as tips for winning state contracts. 6:00 pm – 9:00 pm Sponsors’ Reception and Dinner (This is an invitation-only event for meeting sponsors, state members and special guests) 1 Monday, March 30 7:00 am – 5:00 pm Grand Ballroom Foyer Registration 7:15 am – 8:15 am Grand Ballroom Salon H Breakfast 7:45 am – 8:15 am Grand Ballroom Salon D Orientation for First-Time Corporate Attendees Steve Perlstein - Mohawk Lifts and Tom Mayer - Alaska This session will cover the basic format and objectives of the meeting as well as the one-on-one sessions. Learn how to make the most of your attendance! OPENING SESSION 8:30 am – 10:30 am Grand Ballroom Salon H Presentation of Colors & National Anthem NASPO Welcome Deb Damore, 2015 NASPO President - Vermont Michael Jones - Alabama Host State Welcome Curtis M. Topper, Secretary – Pennsylvania Department of General Services Keynote Address Coach Carter: "Average is Not Good Enough. PERIOD.” 10:30 am – 10:45 am Morning Break 10:45 am – 12:00 pm Grand Ballroom Salon BC One-on-Ones (4 appointments) One–on-Ones are prescheduled, fifteen-minute appointments with state procurement representatives. Use this opportunity to speak directly with state procurement officials of your choice. (Last appointments begin at 11:45 am) 12:00 pm – 1:00 pm Grand Ballroom Salon H Lunch GENERAL SESSION 1:15 pm – 2:30 pm Grand Ballroom Salon H PROCUREMENT PRIMERS Presentations in 15 Minutes or Less 1. How to Avoid the Pitfalls of Being Disqualified In a Bid Nancy Hapeman - District of Columbia In order to become successful bidders and contractors and to avoid potential loss of business, compliance with state laws, policies, and bidding requirements are critical. This presentation highlights common 2 pitfalls to overcome while bidding to state government with the ultimate goal of becoming successful contractors and performing essential services. Stay tuned for the most common pitfalls to avoid! 2. Understanding the Protest and Appeal Process Margaret McConnell – NASPO Life Member Are you frustrated with your ability to become a successful state contractor? Have you ever felt you have been unfairly rejected on a bid and did not know what your next steps were? This presentation will provide an overview of the various forms of protest and appeal processes within many states and is presented by a nationally recognized lawyer familiar with state government protests. This is important information to keep in your back pocket! 3. Communication - Before, During & After the Solicitation Mike Smith - NASPO Life Member Understanding when and how to best communicate with a State can help both the vendor and the State be successful in the competitive selection process. State procurement offices are eager to provide insight into their needs and to learn of industry best practices and market trends from the vendor community. However, it is important to understand the basic guidelines and policies to making this communication effective for both sides. In NASPO’s ongoing effort to increase awareness of this important topic, this discussion will explore some of the key do’s and don’ts of state-vendor communication before, during and after the solicitation. 4. Help Me to Help You, How State Resources Can Benefit the Supplier Jason Soza - Alaska Knowing and understanding your potential client is a key to business success. So, are you aware of the various types of state information that’s available and where to find it? The answer to this question, along with an overview of the variety of available published resources will be explored to assist your business in maximizing its client “business intelligence.” 2:30 pm – 3:00 pm Afternoon Break 3:00 pm – 4:15 pm Grand Ballroom Salon BC One-on-Ones (4 appointments) Last appointments begin at 4:00 pm. 4:15 pm – 4:30 pm CONCURRENT SESSIONS 4:30 pm – 5:30 pm Break Regional Roundtables Our regional roundtables will consist of small groups of suppliers (9 or less) having an opportunity to talk openly with the state directors and staff about mutual topics of interest for small periods of time. The directors will switch tables every 15 minutes and talk to new groups of 3 suppliers. State/Supplier specific questions should still be saved for the One-on-One process. Grand Ballroom Salon A Moderators: East: Tony Des Chenes – NASPO Honorary Member Grand Ballroom Salon D West: Elise Lancaster – NASPO Honorary Member Grand Ballroom Salon KL Midwest: David Yarkin – NASPO Life Member Grand Ballroom Salon IJ South: Mike Smith – NASPO Life Member 5:30 pm – 7:00 pm To Be Announced Reception (All attendees invited) Tuesday, March 31 7:30 am – 1:00 pm Grand Ballroom Foyer Registration / Information Desk 7:45 am – 8:45 am Grand Ballroom Salon H Breakfast GENERAL SESSION 9:00 am-10:15 am Grand Ballroom Salon H Keynote Speaker Jia Jiang: “Surprising Lessons from 100 Days of Rejection” 10:15 am – 10:45 am Morning Break 10:45 am-11:45 am Regional Roundtables Our regional roundtables will consist of small groups of suppliers (9 or less) having an opportunity to talk openly with the state directors and staff about mutual topics of interest for small periods of time. The directors will switch tables every 15 minutes and talk to new groups of suppliers. (State/Supplier specific questions should still be saved for the One-on-One process). Grand Ballroom Salon A Moderators: East: Tony Des Chenes – NASPO Honorary Member Grand Ballroom Salon D West: Elise Lancaster – NASPO Honorary Member Grand Ballroom Salon KL Midwest: David Yarkin – NASPO Life Member Grand Ballroom Salon IJ South: Mike Smith – NASPO Life Member 11:45 am – 12:30 pm Grand Ballroom Salon H Lunch 12:45 pm – 2:00 pm Grand Ballroom Salon BC One-on-Ones (4 appointments) Last appointments begin at 1:45 pm. 4 2:00 pm – 2:30 pm Break CONCURRENT SESSIONS 2:30 pm - 3:30 pm Grand Ballroom Salon IJ States in Transition Moderator: Mike Smith - NASPO Life Member Panelists: Chuks Amajor -Texas, Ron King - Virginia, Patti Bowers North Carolina, Matt Brown - Illinois This session will examine how a number of states are transitioning and transforming their procurement operations. What trends are emerging from these activities? How are these states helping to define a new direction for state government procurement? How will the vendor community be impacted? This panel will also explore what can be expected in the coming months and years from states that are transitioning due to administrative changes, organizational changes, legislative changes and/or simply a change in their overall approach to procurement. Grand Ballroom Salon D How to Be a Successful WSCA-NASPO Contractor Moderators: Vern Jones - WSCA-NASPO, Tim Hay - WSCA-NASPO Panelists: Bart Lemmon - Ricoh USA, Steve Perlstein - Mohawk Lifts This session is designed to educate contractors on how to get the most out of their WSCA-NASPO Master Agreements, as well as the process for obtaining a Master Agreement. This session will feature knowledge learned and best practices from experts who have achieved success with their WSCA-NASPO Agreements and will also include an open a dialog on the elements that make a contract successful. The panel of experts includes existing WSCA-NASPO contractors who have been very successful in growing their sales, who will provide guidance on how to promote the agreements. Grand Ballroom Salon KL Procurement Lobbying and Legislation that Impacts Procurement Moderator: Milo Crabtree - NASPO Honorary Member Panelists: Tony Des Chenes - NASPO Honorary Member, Bill Burns – Idaho, Elizabeth Bartz - State and Federal Communications, Inc. Are you lobbying? Are you being lobbied? What laws guide procurement? What legislative trends are impacting it? How are you affected? What can you do? Lobbyists and legislators are a fact of government. Their actions can impact public procurement positively or negatively depending on your perspective. This session will offer insight on what you need to know about the lobbying and legislative side of government. Learn how lobbyists, legislators, agency officials, and vendors interact with each other and how they seek to impact the public procurement process. With so many differing interests, how can government ensure a transparent, fair and competitive bidding climate? Along with great insight, attendees will also receive resources on state lobby and procurement law. Grand Ballroom Salon A Terms and Conditions that Affect Vendors and States Moderator: Lee Johnson - NASPO Honorary Member 5 Panelists: Dianne Lancaster - Oregon, Richard Pennington - NASPO Life Member, Russ Guarna- TechAmerica, David Wetzel- Office Depot This lively session will have representatives from the vendor community, state procurement attorneys and procurement officers. The panel will be discussing terms and conditions that: are commonly used by states, are unique to particular states, vendors often propose...and why they might be rejected. Terms and conditions that may be negotiate and those that may not be negotiated will also be discussed. 3:30 pm – 3:45 pm Afternoon Break 3:45 pm – 5:00 pm Grand Ballroom Salon BC One-on-Ones (4 appointments) Last appointments begin at 4:45 pm. 5:00 pm NASPO Marketing Meeting Adjourns 6