August 2013 AZ NIGP P.O. Box 18123 Phoenix, AZ 85005
ARIZONA STATE CAPITOL CHAPTER 2013 Executive Board President Sharon Brause, CPPB...480-644-2815 [email protected] Vice-President Valarie Erwin, CPPB...602-712-8582 [email protected] Secretary Gary Barkman...480-472-6116 [email protected] Treasurer
Kim Clark, CPPO, CPPB...480-358-3000 ext.3174
[email protected] Immediate Past President
John Albin, CPPO, CPPB...480-988-2188 [email protected]
Inside This Issue
Pres. Message continued...2
Membership Report...2
2013 Calendar of Events...3
Regional Conference Info...4
New CPPO’s and CPPB’s...4
Scholarship Page...5
ABC’s of RFP’s Photos...6-7 Member Spotlights...8-9 Lifetime Certification Status...10
Member Movements...11
Professional D. Opportunities...12
Coming Events
Board Meeting...August 8, 2013 Career Seminar II...August 13, 2013 Chapter Meeting...Sept.10, 2013 Regional Conf...October 10, 2013 See our Calendar of Events on pg. 3
The
Purchasing Exchange
President’s Message
by Sharon Brause, CPPB
The Official Newsletter of the Arizona State Capitol Chapter of NIGP
Summer is almost over, and school is about to start – if it hasn’t already – which means that I am more than ½ way through with my (2nd) year as your Chapter. I feel this year has gone by very quick – as there have been a lot of changes for me. One that we all anticipate at this time of the year is election time in our chapter. An email and flyer were sent out recently so that you have a month to seriously consider how you can help YOUR chapter next year and beyond. The positions open for 2014 are that of Vice-President and Secretary – so please put some thought in how it might be time for you to step up and be the “new blood” we need. New ideas and new faces are always welcome – and new challenges are always fun and rewarding. If you find yourself interested, please contact either myself ([email protected] / 480-644-2815) or Barbara Corella ([email protected] / 623-236-7456) and we’ll be happy to answer any questions you may have. Or you’re able to visit the Chapter website and download the Nomination form.
We would like to take this time to thank Teena Ziegler and Loralei Poll for agreeing to assist in the CPPO/CPPB review sessions. Teena conducts the spring sessions / Loralei will be doing the upcoming fall sessions. We have now gotten approval from National to given continuing education points for these sessions; however, you cannot miss any – you must be present at all meetings in order to receive credit.
That being said, I’d like to congratulate the following new recipients who received CPPO’s in May: Matt Bauer, Maricopa County (Matt also received his MBA and CPM), Cheryl Rentscheler, Maricopa County,
Cathie Rodman, DES, John Snow, City of Scottsdale, Melinda Holmes, City of Yuma, Camille Kowal, DES, and Telma Reyes, CAP. Being awarded their CPPB Certification in May are: Jennifer Roberts, AHCCCS, Cyndi Hawk, ADOT, and Laura Szymanoski, Dysart School District.
We had a great turn-out to our May luncheon, with Pat Klein from ASRS as our guest speaker providing us an overview of the ASRS Retirement funds. June’s webinar on the 11th was another “new” one for us as we continue to implement suggestions from our members. This webinar was offered at the normal ADOT HRDC “central” location as well as an East Valley location, in Mesa. We’re hoping for our November webinar, that we have a West Valley location volunteer so that we cover those folks as well so they don’t have to travel as far. As always, our July
Membership Report
by Kristy Garcia, CPPB
Active Members = 183 Expired Members = 119 Vacant Members = 0 Pending Members = 75 New Members = 13Membership Renewal Notices have been sent out for the 2013/ 2014 year. Please renew
promptly.
You must be a current member as of 8/31/13 to
participate in the upcoming election of officers. Membership renewals or any new membership is $40.00. All NEW members receive a free lunch voucher to attend a chapter luncheon ($10-$15 value).
Redeem any free lunch vouchers as soon as you can.
Benefits to being a Chapter member include, Free webinars, Networking Opportunities,
discounted Professional Development events, Influence Outcomes and Industry Standards, Enhance Leadership Skills and National Staff and Resources. Please contact Kristy Garcia
with any questions or help getting registered at 480-782-2402 or email at [email protected].
Our Sponsors
Don’t forget to patronize our corporate sponsors if possible. Links to their websites are at the bottom of our chapter website at: www.aznigp.org
Just click on their logo.
President’s Message continued from page 1
Your 2013 Executive Board
Gary Barkman, Secretary - Kim Clark, Treasurer - Valarie Erwin, Vice Presi-dent - Sharon Brause, PresiPresi-dent and John Albin, Immediate Past PresiPresi-dent
Sharon Brause
“ABC’s of RFP’s” session was very popular, and we had attendees from Yuma and Tucson, even! And our next Career Seminar is scheduled for August 13th at the ADOT HRDC facility and registration is still open if you haven’t registered. Final arrangements are being made for the
Regional Conference in October. A draft of the sessions being offered should be out by the first week in August.
One final note, Arizona Capitol Chapter is again a finalist for National Chapter of the Year at the National Forum in Orlando. Let’s keep our fingers crossed that this is our year! And as a reminder, anyone planning on attending the Chapter sponsored dinner you must register on the website that you are attending. The restaurant we are attending has very limited space and we cannot allow “drop in’s”, they have informed us they do not have the space.
As always, any comments or suggestions, please contact me or any of the other officers and we would be happy to listen.
Thank you all for your commitment now and in the future to our wonderful chapter and to NIGP.
2013
Calendar of Events
2013
Calendar of Events
January 10 Board Meeting 2:00 PM Teleconference
January 15 Chapter Lunceon Meeting 11:30 AM Hilton Garden Inn, Phoenix January 20 PF Chang’s Rock & Roll Marathon Volunteer Event
February 8 Buyer/Manager of the Year submittals due 5:00 PM
February 14 Board Meeting 2:00 PM Teleconference
February 19 Webinar / LBU 11:30 AM ADOT EQS 2225 S. 22nd Ave., Phx
February 25-26Seminar-Procurement Under Federal Grants 8:00 AM Valley Metro 101 N. 1st Ave. Phx.
March Purchasing Month Volunteer Event
Sock/Blanket Drive for Springdale Village East
March 5 Career Seminar I 8:30 AM ADOT HRDC
March 14 Board Meeting 2:00 PM Teleconference
April 9 Webinar / LBU 11:30 AM ADOT HRDC
April 11 Board Meeting 2:00 PM Teleconference
April 20 Pat’s Run Volunteer Event
April 29-May 1 Seminar-Legal Aspects of Public Procurement City of Mesa
May 9 Board Meeting 2:00 PM Teleconference
May 14 Chapter Luncheon Meeting 11:30 AM Hilton Garden Inn, Phx.
June 11 Webinar / LBU 11:30 AM ADOT HRDC
June 13 Board Meeting 2:00 PM Teleconference
July 11 Board Meting 2:00 PM Teleconference
July 22 Seminar-ABC’s of RFP’s 8:00 AM ADOT HRDC
August 8 Board Meeting 2:00 PM Teleconference
August 13 Career Seminar II 8:00 AM ADOT HRDC
August 24-28 NIGP National Forum, Orlando, FL
September 10 Chapter Luncheon Meeting 11:30 AM Hilton Garden Inn, Phx.
September 12 Board Meeting 2:00 PM Teleconference
October 3 Final Regional Conference Committe Mtg 2:00 PM City of Mesa, Purchasing October 10 24th Annual Regional Conference 9:00 AM Mesa Convention Center
October 17 Board Meeting 2:00 PM Teleconference
October 27 Walk for Autism Volunteer Event
November 2 Juvenile Diabetes Research Foundation Volunteer Event
November 4-5 Seminar - Performance Based RFP’s 8:00 - 5:00 City of Glendale
November 12 Webinar / LBU 11:30 AM ADOT - HRDC
November 14 Board Meeting 2:00 PM Teleconference
December 2 2nd Annual Reverse Trade Show 1:00 - 5:00 PM Mesa Convention Center
December 10 Transitional Board Meeting 9:00 AM TBD
December 10 Chapter Luncheon Meeting 11:30 AM TBD
Training Opportunities are in Dark Blue type
24th Annual Regional Conference and Products
Exposition
New CPPB’s and CPPO’s
for Arizona
24th Annual Regional Conference and Products
Exposition
Registration is now open for the 24th Annual Regional Conference and Products Exposition to be presented on October 10, 2013. This excellent event will be held at the Mesa Convention Center, 263 N. Center St., Mesa, AZ 85201. A full schedule of training sessions will be offered and 78 booths of vendors in the exhibit hall. Register today, on-line at: www.aznigp.org
Start now notifying your users, those departments that you buy for, that the Products Exposition will be open for them to attend. Also, let those vendors that you do business with know that there are still booth spaces available for them to participate. Direct them to the chapter website for information on the event. We need help from you to fill those booths.
This year we will have a Hawaiian theme. Be prepared to enjoy a great event!!
CPPO:
Matt Bauer, CPPO, CPPB, Maricopa County
Cheryl Rentscheler, CPPO, CPPB, M.P.A., Maricopa County
Cathie Rodman, CPPO, Arizona Department of Economic Security
John Snow, CPPO, City of Scottsdale
Melinda Holmes, CPPO, CPPB, City of Yuma
Camille Kowal, CPPO, Arizona Department of Economic Security
Telma Reyes, CPPO, CPPB, Central Arizona Project
CPPB:
Jennifer Roberts, CPPB, AHCCCS
Cynthia Hawk, CPPB, Arizona Department of Transportation
Laura Szymanoski, CPPB, Dysart Unified School District #89
Lloyd Windie II, CPPB, City of Tucson
Eric Welch, CPPB, Vaile, AZ
The following have been recently certified during the UPPCC Class of May 2013
Job Postings On-Line
Be sure to check out all of the job postings at the
Chapter website. Go to: www.aznigp.org
Even with the down economy there are
govern-ment procuregovern-ment jobs available. Check out the
Chapter website for Job Announcements. There are
several out there.
Go to: www.aznigp.org
Forum Registration
If you are going to attend the 2013 National Forum in Orlando this year, please contact Sharon Brause to get on
her list. We like to keep track of our members that attend.
We will be having a Chapter dinner sometime during the event . You must register on our Chapter website for this event in order to attend. The Chapter also get points toward Chapter of the Year for chapter members
Scholarship Page
July 15,2013
Arizona State Capital Chapter of the National Institute of Government Purchasing (AZNIGP)
AZNIGP Scholarship
Dear AZNIGP Committee Members:
I am writing to thank you for your generous $1,000.00 AZNIGP scholarship. I was very happy and appreciative to learn that I was selected as the recipient of your scholarship.
With your help I was able to graduate with my MBA at ASU’s W.P. Carey School of Business with an emphasis in Supply Chain Management this year. My cumulative GPA for the program was 3.74 and I received an A in all of my SCM classes. Upon completion of my degree, I tested for my CPPO and CPSM designations, both of which I have passed. My hope is to continue working in local government eventually moving myself into a more senior position. The benefits I have received from attending the Evening MBA program through ASU were truly remarkable. The classes, while both physically and mentally demanding, provided a lot of great information through real world
applications in which I have been able to apply in my own work. The program focused on bringing in new innovative ideas to your own organization which I believe allowed me to discover using reverse auctions for health benefits. The use of reverse auctions in health benefits allowed the County to save nearly $7 million dollars on County benefit spend over the next five years. This idea was submitted to NIGP national and was awarded the 2013 Innovation in Public Procurement Award which I will present at the National Forum this year.
Thank you again for you generosity and support. By awarding me the AZNIGP scholarship, you have helped me out tremendously in reducing my financial burden and allowed me to concentrate more on my schooling.
Sincerely,
Matthew Bauer, MBA, CPPO, CPPB, CPSM
County Procurement Supervisor
Chapter member Matt Bauer applied for and received a scholarship that he used to supplement his tuition for his MBA. Matt has written the following Thank You letter to the Chapter.
There are always scholarships available to our members. Contact Valarie Erwin for more information, or visit the website under Scholarships to retrieve the form.
ABC’s of RFP’s
July 22, 2013
30 participants from 19 agencies attended the session.
The ABC’s of RFP’s was held July 22, 2013 at the ADOT facility at 1130 N. 22nd Avenue in Phoenix. Ray Jensen, Associate Vice President of Arizona State University was the instructor, again sharing his knowledge and experience
ABC’s of RFP’s
Group activities were a big part of the ABC’s of RFP’s class.
Member Spotlight
Member Spotlight
Member Spotlight
Member Spotlight
Member Spotlight
Travis Lingenfelter, MPA, C.P.M.
Executive Director
Mohave / ASPIN
How long have you worked for your employer:
Approx. 3 months
Before joining my current employer, I was:
Director of Economic Development (Mohave
County, AZ)
Director of Procurement (Mohave County, AZ)
Senior Procurement Officer (City of Tucson, AZ)
What are you currently working on? (Project or
solicitation)
We have recently undergone a comprehensive
revision of the Mohave/ASPIN website with the goal
of providing our membership with increased online
convenience, service, and support.
What is your proudest procurement
accomplishment?
Building Mohave County’s entire centralized
procurement system starting with the unanimous
adoption of the Mohave County Procurement Code
by Ordinance of the Board of Supervisors. The
County’s Procurement Code is substantially based
upon the ABA’s Model Code for State & Local
Governments and is the foundation of the procurement
system. All elected offices, the court system, and all
county departments abide by the Code.
What was your first car?
Project car – 1968 Mustang 302 Boss
It’s your day off. What are you doing?
If the weather is pleasant, I’m outside.
If you could give one piece of advice to college
graduate entering the workforce in your field,
what would it be?
Maintain a sense of pride and urgency in your work.
The last book I read cover to cover was:
Kotter, John. Leading Change.
My philosophy to work and live by is:
Always endeavor to have a positive impact
Other interesting points:
Currently serve as member of the Mohave
Community College District Governing Board.
I was a Charter member of the Grand Canyon
Chapter of NIGP.
How long have you worked for your employer:
10 months.
Before joining my current employer, I was:
Purchasing Manager at Yavapai College.
What are you currently working on? (Project or
solicitation)
Food Services-Concession/Pouring
Rights for Spring Training at the Surprise Stadium.
What is your proudest procurement
accomplishment?
Receiving the Achievement of Excellence in
Procurement award four times in a row!!
If you could have only one meal for the rest of
your life, what would it be?
Pasta w/bread
If you could have any superpower, what would
it be and why?
To be invisible-imagine what kind
of trouble you could get into!!!
What was your first car?
1970 Pontiac Lemans
It’s your day off. What are you doing?
Spending
it with my Fiancé on the back of the motorcycle
seeing the USA (or at least AZ)!!
If you were part of a hamburger, what part
would you be?
The bun, it holds all the parts
together!!
What makes you laugh?
Animals-they are so
innocent and precious with the best expressions
and funniest stunts!!
When you were a kid, what did you want to be
when you grew up?
Lawyer
One thing you always wanted to do but haven’t
Member Spotlight
Member Spotlight
Member Spotlight
Member Spotlight
Member Spotlight
Pam Risaliti
Senior Procurement Officer
Surprise Arizona
What is one thing you would like to be better
at?
Public Speaking
If you were to describe yourself in
meteorological (weather) terms, what
would a typical forecast be?
Sunny and Warm…
If you could give one piece of advice to a
college graduate entering the
workforce in your field, what would it be?
CYA
Describe yourself in five words:
Understanding,
Decisive, Receptive, Fair and FUN.
Nobody would believe it if they knew I had:
60
pairs of shoes!!!
I’m happiest when:
On the couch wrapped up in
my favorite blankie with my honey, fireplace going,
dog on my lap, watching a good movie.
Nothing annoys me more than when:
I forget to
do something I promised to do.
My favorite place is:
Northern AZ-(Prescott,
Munds Park, Greer, Sedona)
My philosophy to work and live by is:
KARMA-What goes around comes around
If I could change one thing about myself:
I am
just too honest sometimes. Maybe just a little sugar
coating would go a long way…
Other interesting points:
My fiancé and I are
getting married Oct. 12 in Puerto Penasco, MX. He
lives in Munds Park (south of Flagstaff), I am
R
R
R
R
Retir
etir
etir
etir
etirements
ements
ements
ements
ements
If you are getting ready to retire, let us know and we will get your name in this section of the Purchasing
Exchange. Be sure to send us a photo. If you know of someone who has retired, let us know also.
UPPCC Certified individuals in good standing who have reached the age of sixty-two (62) OR have officially retired after a minimum of fifteen (15) years of purchasing experience in the public sector are eligible to recertify under lifetime status. Individuals applying for recertification under lifetime status are required to complete only Sections I, II III, V and VI of application. No recertification points are required to recertify under lifetime status. The applicant need only submit the application with the appropriate payment and documentation of meeting the age requirement (copy of a valid government issued i.d., certificate of birth, passport, etc.) OR provide
documentation of his/her retirement and a minimum of fifteen (15) years of purchasing experience in the public sector. Once an individual recertifies under lifetime status, his/her new certificate will not expire. Individuals who have allowed their certification to lapse or expire are not eligible to recertify under lifetime status.
See application at http://www.uppcc.org/certified/forms.aspx
Lifetime status will change in 2014
See link http: http://www.uppcc.org/about/pr-111510.aspx
Further information will be published as it is released. The UPPCC considers retirement for Lifetime Status as being retired from the procurement profession after fifteen years of full time employment whereby the individual had the responsibilities to perform essential functions within the purchasing cycle.
Programs such as the DROP programs offered by many jurisdictions whereby the employee continues to work in the procurement profession within the same organization do not qualify for the UPPCC Lifetime Certification status.
For more information, contact Kitty Campbell, UPPCC Certification Coordinator
www.uppcc.org
Email:[email protected]
800-884-6073 ext 236 703-796-9611 fax
Passings
Passings
Passings
Passings
Passings
Turner, Graham Alexander “Alex” Jr. 57 of Phoenix passed away June 27, 2013 after a short battle with cancer. Alex was an Assistant Attorney General with the Arizona Attorney General’s Office and represented the Early Childhood Development and Health Board, aka “First Things First.” He also taught night classes on contracts and business law for Glendale Community College. Before working with First Things First, Alex served the Arizona Department of Administration for over eight years as its Chief
Member
Previous Agency
New Agency
Teena Ziegler Creighton School District #14 AZ Dept of Environmental Quality Bill Brannen Mohave Creighton School District #14
Jennifer Gates Pinal County Maricopa County Superior Court of Arizona James Reeves State Procurement Office AZ Dept of Transportation
Cathy Lonnegren City of Scottsdale AZ Dept of Transportation Ryan Litner State Procurement Office AZ Dept of Transportation Jennifer Roberts State Procurement Office AHCCCS
Najwa Stuck AZ Dept of Health Services AZ Dept of Economic Security Pam Giroux AZ Dept of Health Services AZ Dept of Economic Security Cynthia Daugherty AZ Dept of Health Services AZ Dept of Economic Security Peggy Hayes City of Yuma Arizona Western College Jess Romney Town of Gilbert City of Mesa
Elizabeth Csaki AZ Dept of Economic Security AZ Dept of Public Safety Paul Aguilar Maricopa County City of Mesa
Stacy Bourret ADOT City of Goodyear Michelle Carmichael AZ Dept of Transportation First Things First Robert Schoepe City of Glendale AZ Game & Fish
Melissa Bauer Maricopa County State Procurement Office Linda Wright AZ Dept of Environmental Quality AZ Dept of Corrections Susan Bayer State Procurement Office AZ Dept of Transportation Brandy Anderson Town of Gilbert City of Mesa
Patricia Clark Glendale Elementary School Dist.#40 AZ Dept of Education Raquel McMahon City of Scottsdale City of Chandler
Jennifer Munoz Higley Unified School Dist. #60 Kyrene Elementary School Dist. #28 Kimberly Shelley Maricopa County AZ Dept of Transportation
Tom Duval AZ Game & Fish State Procurement Office Jacque Behrens City of Glendale City of Goodyear
and chaired the Governor’s Regulatory Review Council. There, he put to good use his encyclopedic knowledge of Arizona’s procurement code as well as his thorough command of state contract law and procedure, and public finance. Prior to joining ADOA in 1998, Alex also served one year as the Chief Rules Attorney for the Arizona House of Representatives. Beginning in 1986, Alex spent over 11 years working as an assistant attorney general in the Administrative Law (Unit Chief for the Procurement and Contract Law Unit, assistant attorney general for the Commercial and Gaming Unit) and Transportation Sections of this Office. He leaves behind Karen, his wife of 28 years, one sister Marilyn Smart and niece Rebecca.
Member Mo
Member Mo
Member Mo
Member Mo
Member Movements
vements
vements
vements
vements
We appologize if we have missed anyone or if information is not correct. This information is based on our membership database and is only as current as our members update it.
Professional Development Opportunities
For more information on any training, you may contact:
Telma C. Reyes, CPPB Contracting Officer Central Arizona Project
623-869-2435 Phone [email protected]
Performance Based RFPs
November 4-5, 2013
8am to 5pm City of Glendale Oasis Water Campus 7070 W. Northern Ave., Ste. B&CGlendale, Arizona 85303 Registration is now open.
The Seminar is being advertised through National, AZ NIGP, SAVE, GPPCS, other chapters and local organizations throughout the State.
Continental Breakfast and Afternoon Snacks will be provided.
CPPB / CPPO Study Session
Starting on August 8, 2013
3:00 PM - 5:00 PM
Maricopa County Forensic Science Center 701 W. Jefferson Street
Phoenix, Arizona 85007
Description:
Classes will be held on Thursdays from 3 to 5 p.m. starting August 8th and continuing through October 9th
for a total of 9 weeks. Please note, there will not be a class on August 29th. If you can’t make it to all of them, you can still attend some of them but you will not receive credit and a certificate at the end of the meetings.
Aug 8, 15, 22 Sept 5, 12, 19, 26
Oct 3 and Wednesday Oct 9th
Meetings will be held in the downtown Phoenix area, exact location still needs to be confirmed.
A detailed schedule and other materials will be distributed to everyone who registers to attend. Please bring with you: Note Paper, CPPB or CPPO manual, any NIGP recommended books you may have. Class will consist of discussion of chapter material, group exercises (sample tests).
Instructor still needs to be confirmed. For questions please contact:
Telma C. Reyes, CPPB at 623-869-2435 or [email protected]
Career Seminar II
Tue, Aug 13, 2013
8:00 AM - 1:00 PM ADOT - HRDC 1130 N 22nd Ave Phoenix, Arizona 85009REGISTER TODAY! Download the official conference
brochure for more information and register today!
Deadline: August 9, 2013
Reserve now! Opportunities are limited.
Scedule of Events:
8:00 - 8:30 Registration/Continental Breakfast and Welcome 8:30 - 8:45 am Breakout sessions 1
A. Bonds (Bid, Performance and Payment) Presented by Panel of Dan Zenko, City of Peoria, Brian Maness, MIHS and
Corry Slama, Maricopa County
B. Vendor Price Validation: Beyond the CPI Presented by Joe Guy, Maricopa County
9:45 - 10:00 am Break
10:00 - 11:15 am Breakout sessions 2
A. IGA’s Presented by Tom Pickrell, General Counsel with MUSD #4
B. Specification Writing: How to train your customers to ask the right questions for the right products, Presented
by Jo Guy, Maricopa County
11:15 - 1:00 pm Break/Luncheon Meeting/Keynote Speaker
Article 5 (Engineers/Architects) Requests for Qualifica-tions - How are these prcurements different from a regular Request for Proposal? Presented by James
Arizona State Capitol Chapter P.O. Box 18123
Phoenix, AZ 85005
Address Correction Requested
The Purchasing Exchange
This newsletter is published quarterly for members of the Arizona State Capitol Chapter of NIGP. Please direct correspondence to:
John Albin
Email: [email protected]
as your vehicle to publish articles or reports that
are of interest to our members. Any
procure-ment related subject will be considered. If you
have a contract that you are preparing and would
like to offer it as a cooperative contract, let us
know and we will let the chapter membership
know.
Send articles and photos to:
