1. November 2011 Chapter Leader Webinar Mary Beth Lech, CFCM, Fellow NCMA Chapter Relations Manager 1.800.344.8096 x1119 mlech@ncmahq.org

2. 1 Today’s Agenda Monthly WebEx recordings Special Guest: Al Boykin Webinars and WOD Virtual conferences Special guests: Victoria Cunningham and Cathy Etheredge from RTP Certification www.ncmahq.org Walter R. Graalman awards Chapter Grants Leadership Summit 2011 Recordings Upcoming Events Mid Year 2012 Aerospace and Defense Conference World Congress 2012 Call for Presentations NCMA Events Page NCMA Resources page NCMA Awards and Honors Special pricing on The Chronicle Did You Know… Social Media What’s On Your Mind?

3. 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 Intranet and in the left column, click on WebEx Recording Links. Copies of the briefing charts are also available for you to download at Chapter Telecon Charts, also located in the left column of the NCMA Intranet main page.NCMA Intranet

4. Staff News 3

5. Chapters Connect November Chapter Leader Webinar Alan J. Boykin Chief Learning Officer (CLO) NCMA Headquarters (571) 382-1124 aboykin@ncmahq.org November 16, 2011

6. 5 Overview Who am I? Role and Responsibilities Top 5 Initiatives to Promulgate Here for You ~ How Can I Help?

7. From whence I’ve come… Who am I? Hail from Wedowee AL Retired Air Force officer (27 total years) –Approx 35 years total Federal Service Summary of jobs –Air Force Institute of Technology (AFIT) / Defense Acquisition University ~ Pricing Course Director –Air Force Pentagon, Dep Chief of Contract Policy, Secretary of the Air Force (Contracting) SAF/AQ Reserve Advisor –Business Transformation Agency, Dep Chief of Contracting –DAU / Human Capital Initiative, Special Assistant to the President / Assoc Director, Talent Management 6

8. What does the CLO do? Roles & Responsibilities… RoleResponsibility CLO Incorporates contract management and related information into the information, learning, networking, certification, advocacy and community or programs of NCMA. Information Monitors information sources for anything relevant to CM and government contracting: CM news, magazine, or newsletters; conducting webinar program; conference session. Conferences ADC World Congress GCMC With the conference chair and ED, develop conference themes, identify topics, and recruit speakers. Coordinate program with conference, marketing, and creative services staff. For World Congress, review presentation proposals and select presentations. Prepare reports, articles, and synopses of conference presentations for NCMA media. Education Consult with Education Director to identify and develop educational program content, curriculum, and speakers. 7

9. What does the CLO do? Roles & Responsibilities… RoleResponsibility Advocacy Consult with the ED, Advocacy Committee and other volunteer leaders in the development of advocacy positions. Draft position statements, write articles, and make presentations implementing advocacy committee positions and decisions. Meet with key stakeholders to establish and maintain effective stakeholder relationships. Serve as a member of the committee. Standards Consult with the Standards Committee to develop standards projects and schedules. Development research plans, coordinate with other staff or external bodies to conduct research and publish documents: salary survey; Position Description for the CM Profession. Serve as a member of the committee. University Relations Consult with the University Outreach & Relations Committee (UOARC) to develop strategies and action plans for the advancement of NCMA’s objectives in this area. Serve as a member of the committee. 8

10. 9 Top 3 Items to Promulgate through Chapters #AreaSummary 1Local Chapter Training & Development We can support your planned events with recommended speakers and trainers 2World Congress 2012 Presentations Encourage submission of abstracts for NCMA’s premier event of the year 3Expansion of University Outreach & Collaboration Ongoing framework and efforts with UOARC; enhanced partnership with NACE 4Senior Leader Engagement Planned meetings with senior leaders to support NCMA involvement, partnering, and collaboration within organizations 5CFCM Exams to CON 090 Graduates Upon completion of CON 090, students will be able to sit for CFCM exam (DAU~NCMA Initiative)

11. 10 Congratulations on a successful 2011! Looking forward to helping you for even greater success in 2012…!

12. Any questions for Al? 11

13. Thank YOU! 12

14. 13 Participants earn 1.5 CPEs. Upcoming Webinars… Featured Webinars December 08: Intellectual Property: Growing Concerns in Government ContractingIntellectual Property: Growing Concerns in Government Contracting January 31: FAR/DFAR UpdatesFAR/DFAR Updates

15. 14 Webinars on Demand If your site or chapter is unable to join NCMA for a live Webinar, purchase a Webinar on Demand! What are Webinars on Demand? Recorded versions of our live Webinars for a discounted price ($50 or $150) Includes 60 minutes of presentation, followed by 30 minutes of Q & A Purchase includes the media files, copy of printable PowerPoint PDF, and printable Certificate of Completion worth 1.5 CPE hours Found on NCMA Webinar page (at the bottom) and within the online NCMA store How do they work? This product is a digital download file. Purchaser has 30 days to download file from website (within your NCMA profile); the file has no expiration or termination date once downloaded File includes a Windows Media File that plays the audio and visual. Also includes a PDF of the PowerPoint presentation and certificate of attendance

16. 15 Consider WoD for a Chapter Event! For those unable to participate in live webinars, we offer Webinars On Demand (WOD). There are recorded webinars converted into digital file format (with PowerPoint presentation and certificate of attendance included). These digital downloads and other previously recorded seminars are available at discounted prices. Visit the NCMA Store, under “Webinars on Demand.” Below are the 2011 Webinars On Demand. Export Controls 08.16.2011 Source Selection Policy 08.04.2011 Green Procurements 07.27.2011 Small Business and the AbilityOne Program 07.19.2011 Schedule Contracting Community Virtual Conference 06.30.2011 Sustainable Acquisition and What It Means for Federal Contractors 06.21.2011 Weathering the Storm: How Contractors Can Prepare For Upcoming Budget Cuts 05.26.2011 Administering and Evaluating Cost Accounting Practice Changes 05.17.2011 New Developments in the FAR 05.12.2011 Government Contract Accounting Compliance: Current & Emerging Issues 04.26.2011 Performance Based Acquisition Community Virtual Conference 03.31.2011 Contract Compliance 03.15.2011 Implications of a Government Shutdown – How Should Contractors Prepare? 03.02.2011 Small Business Community Virtual Conference 01.26.2011

17. 16 NCMA Virtual Conferences Participants earn 4 CEPs. Upcoming Virtual Conferences… -2011 Virtual Conferences -Small Business Community Virtual Conference – December 1, 2011 -2012 Virtual Conference -Performance-Based Acquisition Virtual Conference – March 28, 2012 -Schedule Contracting Community Virtual Conference – June 28, 2012

18. More Special Guests from the Research Triangle Park Chapter 17 Victoria Cunningham, CFCM Cathy Etheredge, CPCM, CFCM, Fellow

19. NCMA Chapter Use Of SurveyMonkey ®

20. 19 What is SurveyMonkey ® ? A free, online survey software and questionnaire tool Why use SurveyMonkey ® ? It is a convenient (and free!) way to track RSVPs, poll chapter members on a variety of topics, and collect statistics related to the chapter and chapter members.

21. 20 How Do You Get Started? First Step: Identify Your Needs & Pick A Plan

22. 21 Questions To Consider When Evaluating Plans: -Will this method be used mainly to track RSVPs, or will this be used for other Chapter-wide surveys as well? -How many questions will be included on the survey(s)? -How many respondents do you expect? -Do you need custom survey designs or customized URLs/Web addresses? Most Chapters will need either the Basic Plan (which is free!) or the Select Plan (which is $17/mo).

23. 22 Second Step: Sign Up For An Account http://www.surveymonkey.com

24. 23 Third Step: Begin Creating Surveys! SurveyMonkey ® provides tutorials to get you started! After you create your account, select “Help” and then select “Tutorials”. These tutorials provide information on how to create a survey, question types, formatting options, etc.

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26. 25 How The Research Triangle Park Chapter Has Utilized SurveyMonkey ® -Tracking RSVPs for Chapter meetings -Surveying members for feedback on Chapter meetings -Surveying members for feedback on educational opportunities, education topics, the structure of chapter meetings, and other areas of feedback which assist Chapter leaders in planning the upcoming program year

27. 26 Example Questions In The RTP Chapter RSVP Survey: 1. Will you be attending the upcoming Chapter event? 2. If you are attending, please provide your name and organization as you wish it to appear on your nametag. 3. Are you paying for the Chapter meeting at the door or via PayPal? 4. If you are attending a Chapter meeting for the first time, please provide your name below. 5. If you are attending the meeting and are a new professional, please provide your name below.

28. 27 Collecting RSVPs/Analyzing Results In order to view your RSVPs, log in to your account. Then go to “My Surveys” and select the appropriate survey. Then select “Analyze Results”.

29. 28 Common Questions: 1. I’ve created the RSVP survey. How do I see the names of individuals who will be attending the meeting? When creating the question, you have the opportunity to choose different question types. For instance, you may choose a question to be a multiple choice question. When collecting the names of respondents, you will want to select the “Comment/Essay Box” question type.

30. 29 Common Questions: 2. How do I prevent members from responding more than once to a survey? You only have the option to limit the number of responses per computer. As such, when selecting “Collect Responses”, select “Change Settings”. The option is provided to “Allow Multiple Responses”. Select “No, Allow Only One Response Per Computer.”

31. 30 Common Questions: 3. For record keeping purposes, how long will the survey be available to view? The surveys are available for as long as your account is active. If you have a “Select Plan”, then you will also have the option of downloading the responses to an Excel spreadsheet or to a PDF document. You can also print the survey results from the website by selecting “File” in your internet browser and then selecting “Print”.

32. 31 QUESTIONS? Email: VictoriaACunningham@gmail.com VictoriaACunningham@gmail.com

33. For Chapter Use Easy to set up Affordable Convenient

34. 33 Few Simple Steps Sign up for a PayPal business account. –Select Nonprofit as the business type. One day later, log in to your new PayPal account and submit the following through the Resolution Center: –Evidence of your nonprofit’s tax-exempt status (e.g., Articles of Incorporation and By-Laws) –A bank statement or a voided check in your organization’s name –Your organization’s PayPal email account and contact information –A description of your organization and the type of payments it wants to accept through PayPal (such as payments for meetings, events, and fees…AKA Statement of Need)

35. 34 Create a Chapter Account

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39. 38 Once Established… Log into account. Setup and create payment button. Copy and paste the code into Chapter’s website – no programming expertise required. No credit application; no monthly fees Only pay when you receive funds Fee per Transaction –$0 - $3K: 2.9% + $0.30 Conference Registration: $85.00-($2.47 + $0.30 = $2.77)= $82.23 Monthly Meeting: $10.00-($0.29 + $0.30 = $0.59)= $9.41 –Greater than $3K<$10K = 2.5%; over 2.2% both +$0.30

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46. 45 Thank you!! Questions? Email: cathy.etheredge@uxb.com PayPal Support: 1-888-221-1161

47. Thank YOU! 46

48. Certification Testing Take the tests any time at a Kryterion test center. NCMA offers on-site exams at selected national events. NCMA chapters may obtain a one-time authorization from the NCMA’s Certification Department to offer on-site exams. The chapter must provide a suitable testing environment and a proctor. 47

49. Recertification & Lifetime Certification Recertification –Must earn at least 60 hours of continuing education over the 5-year renewal period Lifetime certification –Individuals who have held the certification continuously for at least 20 years –Workers and retirees over 60 who have current certifications 48

50. New CPCM Prep Class Plans are to have an online CPCM Prep Course beginning in January Details have not been announced, but this will be a professionally-developed course offered exclusively by the NCMA Education Department

51. 50 CMBOK version 3.0 The Contract Management Body of Knowledge Version 3.0 was released on July 1 st $45/member price $55/non member price

52. New CPCM Study Guide Released for purchase at GCMC 51

53. Questions? Certification@ncmahq.org Blake Boynton, Certification Program Administrator, Blake.Boynton@ncmahq.orgBlake.Boynton@ncmahq.org Chuck Woodside, Director of Certification, Charles.Woodside@ncmahq.org Charles.Woodside@ncmahq.org

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55. Chapter Status FOUR chapters de chartered at November Board of Directors meeting –College of William and Mary –Music City –Tri Valley –University of New Mexico 54

56. 55 Graalman Review Committee Decision letters released last week. Chapter have until Nov 18 th to file an appeal ANY Chapter may request a de brief

57. Graalman award presentation at Saturday luncheon 56

58. 57 Chapter Grants $50,000 available for PY 2011-12. 35 Chapters submitted 86 grant requests totaling over $187,000 Notifications made to chapters Chapters can request a de brief First round of grant checks will be mailed out during Thanksgiving week

59. 58 Recordings from Leadership Summit in Boston Now available on the NCMA Resources page http://resources.ncmahq.org/chapters/Chapter%20T raining%20Materials/Forms/AllItems.aspx?RootFolde r=%2Fchapters%2FChapter%20Training%20Materia ls%2FLeadership%20Summit%2F2011http://resources.ncmahq.org/chapters/Chapter%20T raining%20Materials/Forms/AllItems.aspx?RootFolde r=%2Fchapters%2FChapter%20Training%20Materia ls%2FLeadership%20Summit%2F2011

60. 59 Upcoming Events Save the dates! Aerospace and Defense Conference 2012: March 22–23, Hyatt Regency Austin, Austin, TX World Congress 2012: July 29–Aug 1, 2012; John B. Hynes Veterans Memorial Convention Center, Boston, MA World Congress 2013: July 20–24, 2013; Pasadena Convention Center, Pasadena, CA World Congress 2014: July 27–30, 2014; Gaylord National Harbor, Washington, DC

61. “Casting Your Role in Chapter Leadership” January 20 – 21, 2012 Planet Hollywood, Las Vegas NV Registration now open 60

62. Are you ready for your Red Carpet moment? Wear Something RED on Friday We are rolling out the Red Carpet. 61

63. Mid Year 2012 The NES, “100 Worst Mistakes” will be offered on Fri Jan 20 th. You can register for NES on your conference registration form. 62

64. Planet Hollywood Hotel—LIKE them on Facebook Wed 1/18 - $89 Thur 1/19 - $89 Fri 1/20 - $119 Sat 1/21 - $119 Cut off is Mon Dec 19. Make reservations by calling the Planet Hollywood Hotel directly at 877-244-9474 and identifying yourself as part of the National Contract Management Association group. 63

65. 64 YOU decide the conference content! YOU ask the questions, suggest content and speakers for the ADC! Please use this form (http://www.ncmahq.org/Events/adc12detailForm.c fm?ItemNumber=10754) to submit questions.http://www.ncmahq.org/Events/adc12detailForm.c fm?ItemNumber=10754 Direct any questions to our marketing team at marketing@ncmahq.org. marketing@ncmahq.org

66. World Congress 2012 Call for Presentations! 65 Submit your proposal and share your experience and expertise Watch for information in early December on how to submit

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70. 69 Upcoming Awards Blanche Witte Memorial Foundation Annual Award This award is designed to provide formal recognition to an individual working in the field of procurement and contract management who has uniquely performed one or more exemplary achievementsBlanche Witte Memorial Foundation Annual Award Electronic nominations due Nov 15 th to awards@ncmahq.org awards@ncmahq.org

71. Upcoming Awards Excellence in Contacts Professionalism Award Electronic nominations due by Feb 15 th (date change) to awards@ncmahq.orgawards@ncmahq.org Candidate must have at least ten years of contracting experience; No self-nominations are allowed. –$1,500 cash award –Plaque awarded at current year’s World Congress conference –Complimentary registration to current year's World Congress –One year complimentary membership to NCMA 70

72. Last Quantities Available! Special pricing--$25 plus shipping Makes a great speaker’s gift Wonderful recognition for a long time chapter member Contact memberservices@ncmahq.org and mention promo code CHRN4CHP memberservices@ncmahq.org 71

73. NCMA General Membership Meeting As required by the NCMA Bylaws, a general membership meeting was held in Denver during World Congress 2011. Please Click here to read the minutes and view the charts presented to our members in attendance.Click here 72

74. NCMA Membership—The Perfect Holiday Gift! Buying a gift for your staff or a colleague is never easy. However, your chapter members can now take advantage of our special limited-time discount for brand-new members of NCMA to give the perfect gift— NCMA membership! From now through December 31, 2011, NCMA is waiving the $25 initiation fee (our holiday gift to you!). This special discount applies only to new membership applications*. If you are signing someone up for NCMA membership, just indicate the promotion code: MBR: NEWMBR25CHPTER. Remember: This discount expires on New Year’s Eve! Please use this membership application form and record the promotion code on the appropriate line at the bottom of the form! *The promotion code is only applicable for "Regular" and "New Professional" memberships.this membership application form 73

75. 74 Did You Know … You can order a new chapter banner to display at your meetings and workshops? Your chapter can order magnetic name badges? Contact chapterrelations@ncmahq.org

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77. 76 Did you know… NCMA can provide a free copy of Quicken© basic software to your chapter treasurer? Contact chapterrelations@ncmahq.org

78. 77 Does your chapter need A logo? Letterhead? A newsletter masthead? Contact chapterrelations@ncmahq.org

79. 78 Does your chapter need event liability insurance? Send the who, what, where, when to chapterrelations@ncmahq.org within 10 days of the event. chapterrelations@ncmahq.org No cost to the chapter

80. 79 Are you using social media in your chapter? Get Connected Now! http://www.facebook.com/NCMAHQ http://www.facebook.com/NCMAHQ http://twitter.com/NCMA http://www.ncmahq.org/linkedin http://www.ncmahq.org/flickr http://www.ncmahq.org/youtube

81. 80 What’s On Your Mind? ?

82. 81 December Webinar Guest Mike Wright, NCMA Chapter Relations Specialist discussing the NCMA Resources Page for Chapter Leaders and using NCMA Membership Reports Our next chapter leader webinar is Wednesday December 21st at 1130 eastern time.

83. How do YOU say thanks to your chapter? 82

84. 83 Thank you for joining us today. The NCMA Office will be closed on Thursday and Friday Nov 24 th and 25 th. –You may still conduct on-line transactions Happy Thanksgiving

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