November 2012 Chapter Leader Webinar Mary Beth Lech, CFCM, Fellow NCMA Chapter Relations Manager...
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November 2012 Chapter Leader Webinar Mary Beth Lech, CFCM, Fellow NCMA Chapter Relations Manager 1.800.344.8096 x1119 [email protected]
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Transcript of November 2012 Chapter Leader Webinar Mary Beth Lech, CFCM, Fellow NCMA Chapter Relations Manager...
November 2012 Chapter Leader Webinar
Mary Beth Lech, CFCM, FellowNCMA Chapter Relations Manager1.800.344.8096 [email protected]
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Today’s Agenda• Monthly WebEx recordings• Special guests: PayPal credit card processing• Save the dates• Special guest: NCMA Director of Marketing• GCMC• Mid Year Leadership Conference• Certificates of Attendance• Learning on Demand• Small Business Virtual Conference• NCMA New Certifications• Fast Friday webinar• Chapter events and photos• NCMA Resources page—Membership reports and rosters• NCMA Chapters page• NCMA Awards program• Chapter grants status• Did You Know…• 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.
Today we have special guests!
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Our first guests…. From the Research Triangle Park chapter…
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Collection of Chapter Registration Fundsvia…
PayPal and Square • Both accommodate Chapter events• Both are convenient• Both are affordable• Each provides a useful payment
alternative• Valuable Chapter tools
Background•Chapter needed a way to accept the government
purchase card for educational event•Established PayPal for that purpose•Used for monthly meeting registration/payment
Then came Square•Requested by the membership for payment at the
door•Results: Used by 80% of November Meeting
Attendees (10% cash; 10% PayPal – No checks!)Bottom line…Chapter using both successfully
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is a way to send and receive money over the Internet
• Is great for…– Advance payments– Facilitates early registration– Captures funds into Chapter PayPal account – No need for payer to have a PayPal account – Email notices sent to designated account
representative– Making payment to vendors accepting PayPal
•But…– Money sits in PayPal account until transferred to
Chapter bank account– Transaction fee higher than Square
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is a way to accept credit/debit cards • Is great for…
– Payments at the door– Facilitates walk-in registration– Captures funds directly to Chapter bank account– No need for payer to have a Square account – Receipts can be sent to card holder via email at time of payment– Email notices sent to designated account representative
•But…– Reader can be sensitive / single point of failure– Requires internet connection at site– Single reader supplied with account initiation
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PayPal -- Few Simple Steps•Sign up for a PayPal nonprofit business account•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 (sample:
http://resources.ncmahq.org/chapters/rtp/Shared%20Documents/Forms/AllItems.aspx)
– 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 (sample included in link))
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Once PayPal Account Established…•Log into your PayPal 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: $60.00-($2.04 + $0.30 = $2.34)=
$57.96• 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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Square -- Few Simple Steps•Sign up for a Square business account
– Enter an email address and create a password
– Need Federal Tax ID number for the Chapter– Input shipping address for receipt of card
reader•Arrives in approximately one week
– Answer questions for identity – Enter bank account information for deposits– FAQs: https://squareup.com/help/en-us/
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Once Square Account Established and Reader is received…
•Connect Reader to Smart Phone or iPad•Log into your Square application (email and
password)•Start swiping!•No credit application; no monthly fees•Only pay when you receive funds•Flat 2.75% fee per transaction
– Conference Registration: $60.00 - $1.65 = $58.35– Monthly Meeting: $10.00 - $0.28 = $9.72
Receipt of Payment Email Notification
From: Square <[email protected]>To: abrigida <[email protected]>Sent: Thu, Oct 11, 2012 5:43 pmSubject: Square Payment #h8AdUutJjlEwVRN0zGB
Hello, National Contract Management Association, RTP Chapter. You accepted $10.00 from a card ending in 7581. You can see more about this payment at https://squareup.com/payment/h8AdUutJjlEwVRN0zGBAs of this payment, your Square balance is $34.03. Thank you!https://squareup.com/
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Upcoming Events•Save the dates!•Mid-Year Leadership Conference 2013:
January 18–19, 2013; Planet Hollywood Resort and Casino, Las Vegas, NV
•Aerospace and Defense Contract Management Training Forum 2013: March 14–15, 2013; Westin San Diego, San Diego, CA
•World Congress 2013: July 21–24, 2013; Gaylord Opryland, Nashville TN
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Jessica Friedman
NCMA’s Director Of Marketing
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NCMA Hears Member Feedback
•Survey results reflect following comments:
“Unfortunately our training budget is very limited, so we weren't able to send as many employees as we usually do.”
“Due to budget cutbacks my organization was only able to pay for the registration portion, and I covered all other expenses.”
NCMA Reviews Environment
•A number of government procurement events cancelled Spring 2012
•May 2012 letter from OMB•August 2012 letter from DoD•Pending Legislation
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NCMA Reviews Average Travel Costs
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NCMA Makes Decisionto Move World Congress
“We have to get a budget for training approved prior to that year. It is helpful to have information early to plan.”
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NCMA Issues Letter from President Elliott B. Branch
•November 16, 2012•NCMA understands that travel budgets
are shrinking while travel costs are rising, and we want to help as many of our members attend World Congress as we can.
•Nashville is within 650 miles about 10 hours driving distance to 50% of the US population.
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World Congress Plans
•Dates stay the same•Training and learning objectives stay the
same•Opportunities for government and
industry collaboration remain the same•Early in planning process, call for
presentations opens soon
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Value obtained at World Congress is put best in the words of our members:
“Excellent seminars, excellent speakers, incredible amount of information. Best way to get 20 CPE hours.”
“Great opportunity to network. The only forum where government buyers and sellers can dialog together.”
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See you in Nashville!
•Any questions for Jessica??
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Past National President’s Reception
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Don’t forget…
•Wear something PINK on Friday to show our sense of awareness and community!!
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NCMA version of…
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Get Certified. Earn your CFCM, CPCM, CCCM before Mid-Year 2013
Friday Jan 18th
Check in at 5:30 Exam at 9 AM
Member exam fee $50Non member exam fee $90
You must have an approved application on file with all fees paid in advance; NO WALK INS are allowed
The cut off date for applications is Friday, January 4, 2013For additional information contact [email protected]
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NES Offered on Friday Jan 18th
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National Contract Management Association
This is to certify that
has attended a dinner meeting sponsored by the NCMA Indianapolis Chapter
“Liability for the Loss, Damage and Destruction of Government Property”
Date of Issuance: November 15, 2012
__________________________ William Rochefort Indianapolis Chapter President Important Notice to Recipient: All CCCMs, CFCMs and CPCMs must recertify five years from the last date of recertification to maintain currency. The requirements for recertification are sixty hours of cumulative training, continuing professional education hours (six continuous education units of education). Ten of the sixty required hours must have been completed within the final eighteen months of the five-year period. The education and training must be of a nature that upgrades your contract management skills. Keep this certificate to use as verification for recertification.
Hours of Instruction: 2 Number of CLPs 2
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Participants earn 1.5 CPEs. Upcoming Webinars…
• January, 2013• January 22: Capability Statements: The View from Both
Sides of the Table - Evaluating and Creating Capability Statements
• Program Details and Registration
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Small Business Contracting Virtual Conference
Online: December 6, 2012
Attend this Small Business Contracting virtual training event. Learn about regulatory issues affecting the small business environment, business development best practices, winning contracts, marketing techniques, and practical advice to thrive. Over the course of an afternoon, expect to gain knowledge from experts and small business professionals in unique collaboration with your peers and speakers for the open exchange of information and experience.
This virtual program gives you the most for your training dollars! Not only is it convenient, it’s cost-effective. This learning opportunity allows your organization to save on travel expenses and you can invite as many people as your location can accommodate.
Participants will earn Three Continuing Professional Education hours (CPE)/Continuous Learning Points (CLP) by attending this online event.
Read more...
Announcing TWO new certifications from NCMA starting January 31, 2013
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The ICCM-D and ICCM-F are certifications awarded by NCMA based on meeting the same prerequisites and completing all the same courses required for the DAWIA or FAC-C certifications in contracting. These two certifications afford industry contracting professionals the opportunity to be certified at levels I, II, and III in the same manner as their public sector counterparts.
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Spend FIFTEEN minutes with Chuck Woodside and Al BoykinAnd get all the information on NCMA’s new
Industry certification programs
FRIDAY December 14th
2 PMWebinar dial in to be announced
YOUR chapter ought to be in pictures!
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How to submit events and photos?•Send to [email protected]•Photo: include a suggested caption, and
identify the people in the picture•Events: Title, date, location and a web link
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Updated withnew policyreferences
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New reports for certifications and transferred members!
Membership Reports
•You need to LOG IN!•LOG IN changed again (November 16th)
•DO NOT give out this information to non officers or to NON MEMBERS!!!
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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?
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New Fellows•Russ Blaine, CPCM, Boston Chapter•Sara Brown, CFCM, Rio Grande Chapter•Melanie Burgess, CPA, CPCM, Denver Chapter•Debbie Eytchison, CPCM, CFCM, Inland Empire
Chapter•Crystal Glenn, CMP, CPCM, Tysons Corner Chapter• Jonene Johanson, CPCM, CFCM, Great Salt Lake
Chapter• James Mitchell, CPCM, CFCM, Pentagon Chapter
Graalman Award Winners—Quality Level
Air CapitalBlue RidgeCentral ArkansasCharleston SCChesapeake BayMonmouthPinelandsRed River ValleySouth Sound
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Graalman Award Winners—Bronze Level
AlohaAtlantaBeach CitiesCentral ConnecticutEast Central PennsylvaniaFort WorthLong IslandOld DominionScott
Graalman Award Winners—Silver Level
BluegrassChina Lake RidgecrestColumbia BasinEast TennesseeFrederickGreenvilleLone StarMississippiPentagonPikes PeakSaint Louis GatewaySoonerSouth FloridaSoutheast IdahoSouthern Nevada
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Alamo Greater Johnstown NOVA San Fernando Valley
Antelope Valley Greater Philadelphia Orange County San Gabriel Valley
Battlefield-Dulles Hampton Roads Paso del Norte Space City Houston
Bethesda Medical High Plains Phoenix Thunderbird Suncoast
Boston Huntsville Picatinny Texoma
Cal Poly, Pomona Indianapolis Potomac Twin Cities
Cape Canaveral Inland Empire Quad Cities Tysons Corner
Dayton Jacksonville Research Triangle Park
Vandenberg
Denver Leatherstocking Rhode Island Washington DC
Free State Los Angeles South Bay
Rio Grande
Great Lakes State Mid Florida Sacramento Gold Rush
Great Salt Lake Middle Georgia Saguaro
Greater Baltimore Norfolk Area San Diego
Greater Iowa North Texas
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Graalman Award Winners—Gold Level
Blanche Witte Memorial Foundation Award•Nomination period extended until Dec 15th
Charles J. Delaney Memorial Foundation Award
• Nominations due by Dec 31st
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Chapter Grant Program for PY 2012-13• 23 chapters awarded $49,000 in grant funding• Checks are in process. Chapter treasurers should
receive at their home address by mid-December
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NCMA Chapter Audits
•As announced NCMA is conducting audits of chapter financial records.
•Second chapter audit is in process; the third chapter audit is scheduled for early 2013
•Audit will be conducted by NCMA CFO•A chapter may contact NCMA and request
an audit of their records, controls and processes.
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Does your chapter need event liability insurance?
•Send the who, what, where, when to [email protected] within 10 days of the event.
•No cost to the chapter
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 [email protected]
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Are you using social media in your chapter?
• 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
Check out NCMA on You Tube! http://www.youtube.com/user/NCMAHQ
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What’s On Your Mind?
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December Chapter Leader Webinar•FAST FRIDAY December 14th at 2 PM on
ICCM– ALL are welcome to attend
•Monthly Webinar December 19th at 1130 AM
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