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1 President’s Message Craig Rader, CPPO, CPPB CAPPO President 2016-2017 I am sure most of you are knee deep in year-end requests and trying to meet (or exceed) your customer’s expectation while fulfilling their requests. This is nothing new. Our year-end process comes every year at the same time, and with it comes requests from our customers complete their orders by the deadlines. Seems like every year we get at least one request to issue a purchase order at 4:30 pm (or later) on the last day of the fiscal year. Just a typical day in the life of procurement official, right? Even with somewhat unrealistic expectations, we should always be seeking to serve our customers to the best of our ability. Yes, we need to say “No” to our customers more than we would probably like to, but it is how you say “No” or what you say after you say “No” that can set you apart and make you shine. If you are not able to do what your customer would like you to do (usually due to some legal requirement and/or policy), are you able to provide them with alternative solutions? You should be able to offer creative solutions to help meet your customer’s needs, thereby turning a negative experience for them into a positive one. I recently met with our Sheriff’s Department to discuss a procurement they had been ‘researching’ for over a year. Part of their research included looking at various vendor’s products and performing an informal evaluation to ‘weed out’ the products that did not meet CAPPONEWS President’s Message June 2016 Issue 2, Volume 101 Craig Rader, CPPO, CPPB President 2016-2017 Inside this issue… Article Page President’s Message 1 Professional Development 4 2017 Conference 6 Legislative Report 7 Verne. O. Gehringer 8 Conference Pro-D 10 Tech Committee 11 Around California 12 Ethical Culture 15 Board Nominations 17 New Certifications 18 Job Postings 19 New Members 20 Editor’s Comments 26

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Page 1: CAPPONEWS - cdn.ymaws.com · website. As with any large endeavor, there have been a few hiccups along the way. The new website is constantly changing as we make minor tweaks here

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President’s Message

Craig Rader, CPPO, CPPB

CAPPO President 2016-2017

I am sure most of you are knee deep in year-end requests and trying to meet (or exceed) your customer’s expectation while fulfilling their requests. This is nothing new. Our year-end process comes every year at the same time, and with it comes requests from our customers complete their orders by the deadlines. Seems like every year we get at least one request to issue a purchase order at 4:30 pm (or later) on the last day of the fiscal year. Just a typical day in the life of procurement official, right?

Even with somewhat unrealistic expectations, we should always be seeking to serve our customers to the best of our ability. Yes, we need to say “No” to our customers more than we would probably like to, but it is how you say “No” or what you say after you say “No” that can set you apart and make you shine. If you are not able to do what your customer would like you to do (usually due to some legal requirement and/or policy), are you able to provide them with alternative solutions? You should be able to offer creative solutions to help meet your customer’s needs, thereby turning a negative experience for them into a positive one. I recently met with our Sheriff’s Department to discuss a procurement they had been ‘researching’ for over a year. Part of their research included looking at various vendor’s products and performing an informal evaluation to ‘weed out’ the products that did not meet

CAPPONEWS President’s Message June 2016 Issue 2, Volume 101

Craig Rader, CPPO, CPPB

President 2016-2017

Inside this issue…

Article Page President’s Message 1 Professional Development 4 2017 Conference 6 Legislative Report 7 Verne. O. Gehringer 8 Conference Pro-D 10 Tech Committee 11 Around California 12 Ethical Culture 15 Board Nominations 17 New Certifications 18 Job Postings 19 New Members 20 Editor’s Comments 26

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their needs in preparation for a bid that would be

coming in a year or so.

When meeting with staff, I expressed my concerns about their informal evaluation process (and how this could haunt them later when we got the formal procurement process). I am sure you are all cringing like I was when I heard what they were doing. I explained how we could (and should) incorporate a demonstration phase into the formal procurement and how letting us help them do so will ensure the end result will meet their needs and minimize potential protests for not conducting the procurement in an open and fair environment. I had to say “no” to their original request, but they walked away satisfied customers and stated “this was the best thing I learned about procurement all year”.

For those of you who were able to attend the 99th Annual CAPPO Conference, I hope you enjoyed the conference as much as I did and returned to your agency with new found knowledge and re-energized enthusiasm to make professional and personal improvements.

Over the Memorial Day weekend, like in previous years, I watched the running of the Indianapolis 500. This year was the historic 100th race. It’s amazing to see the progress automotive engineering has made in the last 100 years. As CAPPO approaches our historic milestone in January 2017 with our 100th Conference, I noted a lot of similarities. The technology we use has progressed too, but the basic skills of a procurement officer have not changed all that much over the years, just like the skills needed to be a successful Indy racer have not changed much either. Both careers require dedication, keen judgement, excellent communication, and the ability to seek creative solutions to complex problems. Did you see rooky driver, and California native, Alexander Rossi’s incredible win by less than 5 seconds after he ran out of gas during turn four of the his victory lap? It was simply amazing. We, too, can pull off extraordinary feats for our customers by looking beyond the normal “this is

how we’ve always done it” mentality. So, are you ready to win your procurement version of the Indy 500? I know you can do it.

At the beginning of the year, I launched the CAPPO Challenge (see previous CAPPONEWS for specifics). I am happy to report part one of the challenge is well under way to meeting (and exceeding) the goal to have 1,000 members attend CAPPO Training (seminars and webinars) in 2016. A special thanks to the ProD committee (Debbie Casper, Mike Derr, Mary Horger, Kerri Hinojos and Jack Pellegrino) for all their hard work to ensure we meet or exceed this goal. I hope everyone is able to take advantage of the educational offerings provided by CAPPO.

The second part of the CAPPO Challenge is to become more involved in volunteering for CAPPO. To help in this effort, I have appointed John Moestopo as Chair of the Volunteer Committee. We are still developing our volunteer program strategy and will work closely with the Retiree Committee to ensure it is a successful program. Look for more information in the upcoming weeks. I also hope those of you who are getting ready to retire soon (whether it be in a few months or a few years), consider ways to stay connected with CAPPO and share your knowledge with your colleagues after you leave the workforce. Your years of knowledge and experience is invaluable to CAPPO rookies (and future Procurement Indy winners).

In May, we finally launched the new CAPPO website. As with any large endeavor, there have been a few hiccups along the way. The new website is constantly changing as we make minor tweaks here and there and also start rolling out new functionality. Please bear with us through this process and know we value your feedback (both good and bad). If you experience any issues, please contact Technology Committee Chair, Johnnie Terry ([email protected]) or use the “Contact Us” feature that is across the top of the new website pages.

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Lastly, registration for the historic 100th CAPPO Conference and Supplier Exposition is now open. The Conference will be held at the Silverado Resort and Spa in Napa, CA. Basic information is posted on the CAPPO website and details will be posted as we finalize the conference offerings.

Don’t forget to follow CAPPO 100th Annual Conference on Facebook! Thank you all and I hope to see you next year in Napa, if not sooner.

Craig Rader, CPPO, CPPB

CAPPO President 2016-2017

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Professional Development

Submitted by Debbie Casper, C.P.M., CPPB

CAPPO 1st Vice President

The Professional Development

Team (CAPPO Directors) are

continuing to work on additional

training opportunities for the

coming year!

Thank you to the CAPPO

members (110) that participated

in the training survey!

Here are some of the statistics:

North or South

56% South

44% North

Years in Procurement

71% over 5 years

23% over 1 less than 5 years

6% less than 1 year

CAPPO Member

51% over 5 years

30% over 1 less than 5 years

20% less than 1 year

Purchasing Certification*

41% Yes

59% No

*Majority are CPPB

Handle Construction

50% Yes

50% No

Preference Seminars/Webinars

51% Seminars

49% Webinars

Advanced Notice for Training

69% One month

26% Two months

Top 10 Topics of Interest

-Procurement Law

-Contract Administration

-Specification Development

-Strategic Procurement Planning

-Sourcing/Solicitations

-Negotiations

-Risk Management

-Supplier Management

-Model Procurement Code

-Procurement 101/Buyers Basics

The results will be used as the

Pro-D team develops the future

training of our membership.

Feel free to contact one of the

Pro-D team members if you are

interested in speaking on any of

these topics for can recommend

a speaker.

CAPPONEWS Professional Development June 2016 Issue 2, Volume 101

Debbie Casper, C.P.M., CPPB

1st Vice President

2016 CAPPO Professional

Development Team

Directors South:

Keri Hinojos

Jack Pellegrino, CPCM

Directors North:

Michael Derr

Mary Horger

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As mentioned in the March 2016

Newsletter, CAPPO is committed

to subsidizing certification

training. The CAPPO Board

approved a $200 subsidy for up

to 90 CAPPO members

registering for the online six

week CPPB or CPPO certification

training available through NIGP.

NIGP Online Certification

Training Dates (Six weeks):

CPPB Online Prep

Starts July 25th

CPPO Online Prep

Starts August 22nd

Visit the NIGP website at:

www.NIGP.org for more details.

Please contact Adrian Brown, JD,

CPPB, CPPO, CAPPO

Secretary/Treasurer for

information on how to take

advantage of this benefit.

UPCOMING SEMINARS:

South – two locations

New Buyer Basics

John Finney, C.P.M.

June 28, 2016 – Orange County

9:00 a.m. – 4:00 p.m.

June 29, 2016 – San Diego

9:00 a.m. – 4:00 p.m.

$99 CAPPO Members

UPCOMING WEBINARS:

Handling Change Management

in Procurement

Michael Kolodisner, CPPO

July 12, 2016, 1:30 – 3:00 p.m.

$39 CAPPO Members

SEMINAR DETAILS COMING

SOON…

Full day seminar

$99 CAPPO Members

Strategic Procurement – How to

Create a Winning Year for your

Team!

Tammy Rimes & Deanna Potter

South

August 18, 2016

County of San Diego

North

September 21, 2016

Plates (Sacramento)

RECORDED WEBINARS

The following recorded webinars

are available for viewing at any

time via the CAPPO website:

Applying for the Achievement of

Excellence in Procurement

Award, Changes for 2015

- FREE for CAPPO Members

Department of Industrial

Relations SB 854 Public

Contractors Registration

Program

- FREE for CAPPO Members

Construction Challenges for

Procurement Alternative

Delivery Methods

- $39 CAPPO Members

Best Practices and Principles for

a Request for Proposal (RFP) -

$39 CAPPO Members

Developing and Maintaining a

Cost Savings Program

- $35 CAPPO Members

Procurement Planning &

Documentation - 2 Part Series -

$59 CAPPO Members

CPPB / CPPO Overview

- FREE for CAPPO Members

Demystifying Government

Codes - $55 CAPPO Members

Sales and Use Tax

- $25 CAPPO Members

E-Procurement - Advantages,

Disadvantages and Lesson's

Learned

- FREE for CAPPO Members

Innovative Trends in

Technology, Mark Trowbridge,

CPSM, C.P.M., MCIPS

- $39 CAPPO Members

Implementing a Pcard Program

- $35 CAPPO Members

Cost Analysis for Procurements

- $39 CAPPO Members

Leveraging the Value of the CPI

and PPI

- $39 CAPPO Members

Cost Avoidance Reporting – A

Case Study

- $39 CAPPO Members

Using Measurements to Drive

Performance

- $39 CAPPO Members

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100th CAPPO Conference

We want to see you in Napa!

As the fiscal year winds down, now is the time to plan

for the new budget year. The 2017 CAPPO Conference

is the best value going to enhance your purchasing

skills, network with fellow members in the profession,

and meet with over one hundred vendors all in one

location. The cost of the Conference is $299 per

person for both the preconference classes and

Conference activities.

We have some great speakers lined up! Our opening session will feature Jonathan Edison delivering “Transformation Leadership”. For the General Session we have Dr. Robert Eyler presenting “The Economy 2017: New President, Same Economy?” and our Closing Session featuring Amanda Blanck presenting “Making Your Best Better: what your values have to do with your success, leadership, and fulfillment.” The 2017 Conference will be held at the Silverado Resort and Spa in Napa January 24th-27th, 2017. You may have received emails with information but if you have missed those visit the CAPPO Website for details. The room rate for the Conference is $150 per night.

Take a moment and reserve yourself a place

today!

CAPPONEWS 2017 Conference June 2016 Issue 2, Volume 101

2017 Conference Committee

Roderick Jefferson

Chair

Jasmine Gacusan Entertainment

Jeff Brooner

Facilities

Kiauna Norman Finance

Noel Dietz

Food & Beverage

Jon Drake Golf Tournament/Vendor Networking

Twila Smith / Angela Rader

Guest Program

Jennifer Sims Partner Liaison

Kai Moore

Pro-D

Norma Nelson Program

Hugh Smith

Protocol

Dreama Howard Registration

Dave Wetmore / Concepcion Gayotin

Vendor Expo

Devin Barber Publicity/Conference App

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Legislative Report

Submitted by Corum Chan, C.P.M.

Revised State Budget On 5/13/16, Governor Brown issued the "May Revision" to the proposed State budget. Because State revenue will be $1.9 Billion less than forecast in January, no new spending is urged. The revision deletes a $1.6 Billion payment into the "Rainy Day Fund" and there may be withdrawals from it. The Legislature is to add a ballot proposition to extend for twelve more years the "temporary" tax increases of Prop. 30 of 2012. Two-Tier Minimum Wage Increase SB 4 (Leno), signed 4/4/16, changed Labor Code Sec. 245.5, 246 and 1182.2. For employers with 26 or more employees, the following minimum wages are set: 2016 minimum wage is $10.00/hr. 1/1/17 - $10.50/hr. 1/1/18 - $11.00/hr. 1/1/19 - $12.00/hr. 1/1/20 - $13.00/hr. 1/1/21 - $14.00/hr. 1/1/22 - $15.00/hr. For employers with 25 or fewer employees, the following minimums are set: 1/1/17 - $10.00/hr. 1/1/18 - $10.50/hr. 1/1/19 - $11.00/hr. 1/1/20 - $12.00/hr. 1/1/21 - $13.00/hr.

1/1/22 - $14.00/hr. 1/1/23 - $15.00/hr. These smaller businesses implement wage increases a year later than larger ones. After the above dates the State Director of Finance is authorized to calculate future increases in minimum wage by using CPI and other criteria, but the Legislature may decide whether or not to increase it. (Chapter 4, Statutes of 2016.) More Spending Authorized AB 20 (Committee on Budget) took immediate effect as a budget bill. It adds $16,288,000 for the Secretary of State to spend on the 6/7/16 primary election. (Chapter 11, Statutes of 2016.) Health Care Increase SB 10 (Lara), signed 6/10/16, adds Government Code Sec. 100522. It permits the California Health Benefits Exchange (CHBE) to apply to the Federal Dept. of Health and Human Services for waivers for patients who aren't covered under the Affordable Care Act. (These are undocumented worker, or illegal aliens.) The waivers permit CHBE coverage, but without Federal assistance. (Chapter 22, Statutes of 2016.)

CAPPONEWS Legislative Report June 2016 Issue 2, Volume 101

Legislative Schedule:

7/1/16 - New fiscal year begins. 7/1/16 - Legislature begins Summer Recess, if budget bills are passed. 8/1/16 - Legislature reconvened from Summer Recess. 8/19/16 - Last day to amend a Bill. 8/31/16 - Last day to pass any Bill. 9/30/16 - Last day for Governor to sign or veto Bills. 11/8/16 - General Election. 11/30/16 - Last day for Legislature to override a veto. 11/30/16 - Last day of this Legislative Session. 12/5/16 - Newly elected Legislature convenes for the first time to start a new two-year session. 1/1/17 - Most new legislation takes effect, unless other effective dates are specified. Happy New Year!

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Call for Nominations

Verne O. Gehringer Award

Thomas C. Meng, C.P.M., FMP

CAPPO is seeking qualified

nominations for the Verne O.

Gehringer Award. The Verne O.

Gehringer Award committee to

determine if the individual meets

the standards as set forth for the

prestigious Verne O. Gehringer

Award.

In January 1975 the CAPPO Board

established the Verne O. Gehringer

Award in recognition of his

involvement, leadership, and

participation in promoting better

purchasing, and setting an example

in his own agency. It was pointed

out by the CAPPO Board at the

time that his recognition was not

only for his service but also to

recognize his efforts toward

obtaining public recognition of

CAPPO throughout the State, and

most particularly for encouraging

qualified purchasing people to

seek public procurement

positions.

This award is unique in that

nominations can be made by

individual members or groups of

members. The award, if

awarded, is to be presented to

an individual whose modest,

unselfish, sincere and persistent

efforts for the advancement of

public purchasing, and whose

able assistance and guidance to

the membership in their

endeavors eminently qualify

her/him for this highest award

that CAPPO can make.

CAPPO does not give this award

routinely. It has only been

awarded 12 times in its history.

To insure that this award

maintains the highest standard

CAPPONEWS Verne O. Gehringer Award June 2016 Issue 2, Volume 101

VERNE O. GEHRINGER AWARD

RECIPIENTS

*JAMES D. HAHN, C.P.M.

January 1977

*HERBERT D. CANNON

January 1981

FRED O. MacFARLANE, C.P.M.

January 1982

SARA J. ARHLEN, C.P.M.

January 1985

JOHN A. MATTIS, C.P.M.

January 1986

Dr. JACK HOLLAND, C.P.M.

January 1988

KEN F. LAVERTY, C.P.M.

January 1994

JIM PREGLER, C.P.M.

January 2000

MARVIN C. SANDERS, C.P.M.

January 2005

GERALD D. BRETAG, CPSM,

C.P.M.

January 2010

*WILLIAM L. NAPIER, C.P.M.

(awarded posthumously)

January 2015

*Deceased

Deadline for receipt of nominations for the 2017 award

is November 30, 2016. Please send applications via

email to Thomas C. Meng, C.P.M., FMP

“Attention: Gehringer Award Committee.”

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for which CAPPO gives recognition,

the Verne O. Gehringer Award

Committee will determine if the

candidate meets the standards and

seek approval of CAPPO’s Board.

Deadline for receipt of

nominations for the 2017 award is

November 30, 2016. Please send

applications via email to Thomas C.

Meng, C.P.M., FMP, to the email

address below, “Attention

Gehringer Award Committee.”

A listing of the past Verne O.

Gehringer award recipients is listed

in this article. If you know a CAPPO

member who you believe is

qualified for this award, please

nominate that person. I will be

happy to answer any question s

you may have regarding the award,

how to nominate your candidate,

or any other concerns you may

have about the process.

A copy of the application form for

nomination is located here.

Please submit the completed

application to:

Thomas C. Meng, C.P.M., FMP CAPPO Past President, Retired Gehringer Award Committee Chair [email protected]

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Pro-D Presentations

Submitted by Kai Moore, M.P.A.

2017 Conference Pro-D Chair

CAPPO is now accepting proposals for Professional Development program presentations to be presented at the 100th Annual Conference on Thursday, January 26th, 2017 in Napa, California. Please take this opportunity to share your knowledge and experience with fellow Purchasing Professionals. CAPPO members have expressed interest in educational sessions ranging from basics for the beginning buyer to advanced purchasing solutions, strategies, negotiations, contract administration, and procurement technology. CAPPO Pro-D educational papers should offer a variety of procurement perspectives drawn from our varied, yet common experiences in our Purchasing careers. Program presentations will generally run 30 minutes, with an additional 15 minute question and answer period (total of 45 minutes). If you currently hold a C.P.M., CPPO and/or CPPB certification and are working towards recertification, presenting a Pro-D paper at the conference would be a fabulous opportunity to accrue additional points. Additionally, presenting a Pro-D paper will gain you points towards the Award of Excellence in Procurement, AEP. A “Pro-D Proposal Form” must be completed and submitted for consideration no later than July 29, 2016. Follow-up information will be communicated from the Pro-D Committee by August 31, 2016. Go to Cappolist, search Call for Pro-D papers to find the proposal form, or contact Kai Moore, Pro-D Chair for the 2017 Annual Conference.

Kai Moore, M.P.A.

Senior Buyer - Contracts, District Division

Procurement Department

Golden Gate Bridge, Highway and Transportation District

San Francisco, CA 94129-0601

Telephone: 415-923-2255 [email protected]

CAPPONEWS 2017 Conference Pro-D

Presentations

June 2016 Issue 2, Volume 101

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Technology Committee

Submitted by Johnnie Terry, CPPO, CPPB

Wow!!! We finally made it. Switched over to the new YM CAPPO website and design – look and feel. It is a new platform, refreshed website design, and increased functionality to include a more efficient way to manage the membership database. As with any new system, there are some inherent challenges. One of those challenges is the ability to directly respond to a CAPPOLIST post without having to log in to CAPPO. However, although you will need to be logged in to CAPPO in order to access the forums, there may be Internet Explorer settings that will allow you to stay logged in. In addition, members will need to subscribe to each Forum (e.g., CAPPOLIST, Chapter Chairs, etc...) in order to receive an email for each “reply”. Although website access and ease of use is important, the ease of use and functionality in maintaining the member

database and website content is equally important. For example, the new functionality ensures that member profiles are current and website content is kept fresh which were not easy tasks in the previous website. In addition, for those that have rules already established that routed CAPPOLIST emails to a separate folder, the rules will need to be edited to replace previous email with [email protected] (See FAQs 13). As with any new system change/upgrade (similar to getting a new car, laptop, tablet, home stereo, universal remote, etc...), it takes a little time to get accustomed to the new/refreshed functionality, new “look and feel” and just plain maneuvering around the site. It may take a little more of your time to access previous areas until you get use to the new site. But we will all get there. For example, the initial website roll out (early May), there were

around 20 posts. Today, there are 65 topics with 148 posts which is much in line with any new system implementation of this scope. With each member’s assistance and support from the Board and Technology Committee, we’re continuing our transition and rollout of new functionality in the upcoming months. Although, at times things may get a little bumpy, it will get easier. We appreciate your patience and understanding. Our goal, with the help of each of you, is to provide a mechanism for members’ continued access to a huge wealth of information and knowledge. Finally, although the FAQs are continuously being updated, please direct any comments, tips, tricks, feedback, questions, or suggestions about the website to me at [email protected].

CAPPONEWS Technology Committee June 2016 Issue 2, Volume 101

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Around California

CAPPO Chapters

SAN FRANCISCO BAY AREA

Ben Cayabyab, Vice-Chair

The April 14, 2016 meeting was held at UC Hastings in San Francisco. The meeting was attended by 19 members. This was the first meeting under the new Chapter Chair, Joanne Ward. Ward, along with Vice Chair, Ben Cayabyab, and Treasurer, Gina Temporal, were introduced to the membership as the newly elected officers. This meeting was mainly for the members to meet the officers and discuss what heading the chapter will take. Future meeting schedules and topics were discussed. Former Chair and current CAPPO Second Vice-President, Darryl Sweet, spoke to the members and gave ideas as to how the chapter can spend their money. He also encouraged members to write articles for the newsletter and volunteer at the conferences.

Chapter Business: The Chapter has approximately $700 in the account. They need to come up with ways to spend that money. The chapter has decided to meet on a quarterly basis on June 23 at Alameda County, September 29 at the City of Napa and December 15 at Contra Costa Community College District in Martinez.

SAN JOAQUIN VALLEY Deborah Schickert, C.P.M., Chair

February 11, 2016 - The San Joaquin Valley Chapter held a meeting in Merced hosted by UC Merced. Eighteen members were in attendance. The treasurer’s report and previous meeting minutes were presented and approved, and a general meeting held.

CAPPONEWS Around California June 2016 Issue 2, Volume 101

CAPPO Chapters

NORTH CHAPTERS

Capitol City

Delta

Monterey

San Francisco Bay Area

San Joaquin Valley

Santa Clara Valley

Shasta

Redwood Empire

SOUTH CHAPTERS

Central Coast

Central Valley

Gateway

Gold Coast

Inland Empire

Orange County

San Diego

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Roundtable Discussions consisted of: UC Merced Emergency Incident (Stabbing/Shooting on Campus): What procurement professionals can do to prepare for this type and other emergencies. Contracts that may need to be put into place for different scenarios. Conference Highlights: Attendees shared feedback of conference experiences. Discussed what auction vendors are utilized locally. The meeting schedule for remainder of the year is: April 2016 – (Hosted by Turlock Irrigation District / Lunch) June 2016 – (Hosted by Merced Irrigation District / Lunch – Cancelled, will host in Feb. 2017) August 2016 – (Hosted by Stanislaus County / Lunch) October 2016 – (Hosted by Modesto Irrigation District / TBD) December 2016 – (Hosted by Chapter Board Members / Dinner) April 11, 2016 - The San Joaquin Valley Chapter held a meeting in Turlock hosted by the Turlock Irrigation District.

Twenty-two members were in attendance. The treasurer’s report and previous meeting minutes were presented and approved, and a general meeting held. Guest speaker, Meagan Torres, CPPB, IT Commodity Manager from the University of California Office of the President Strategic Sourcing Centers of Excellence Procurement Services, provided a presentation of IT commonly used phrases, purchases, pitfalls, contract negotiation tools, education on what “the cloud” is and how it’s utilized and experiences. Meagan provided a question and answer period to assist attendees in future IT purchases. CAPPO President Craig Rader attended the meeting and provided updates and show appreciation for members’ efforts. Discussion highlights included: Encouraged CAPPO New Buyer Training attendance. Planning deep dive of New Buyer Training modules. $100.00 incentive to obtain certification. 22% of CAPPO members are certified. Free seminars to CAPPO members.

Lending library free of charge. New website should be available May 1, 2016. Reviewing bylaws, processes and procedures as a non-profit. Last year rolled out a hard copy of membership directory. Working on the 2016 version right now. Slight revenue generated by vendor’s purchasing advertising spots. Next week will be cut off. 2017 Conference will be at Napa Silverado Resort. “Raising The Standard” theme. Looking at change to the schedule. Can golf PGA if conference is attended. $150.00 per night for weekend before and after conference. May have a free post conference workshop and tee time set aside Friday afternoon. Registration trying to be rolled out by May 15, 2016.

SAN DIEGO

Scott Munzenmaier, Chair

February 24, 2016 – The San Diego Chapter meeting was held at the City of La Mesa Police Department. The meeting was attended by 15 members.

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The program for the meeting was Public Construction Cost Accounting presented by Guiselle Carreon from the San Diego County Office of Education. Chapter Business: Kelly Rosas, SDCCD, gave the Treasurer’s report and then other announcements were made. Chair Munzenmaier, City of La Mesa, spoke about CPPB exam prep dates, upcoming webinars, and also debriefed about the annual conference. There was a round table discussion. Jack Pellegrino, County of San Diego, announced his recent election to the CAPPO Board. Dave Bohn, Port of San Diego, talked about applying for the AEP, as well as some recent “odd” occurrences on job walks (such as a potential bringing their dog.) To close, there was a drawing for a Starbucks gift card.

March 23, 2016 – The San Diego Chapter meeting was held at the County of San Diego, with 25 in attendance. Chair Munzenmaier announced the upcoming CAPPO webinars to the chapter. Kelly Rosas, SDCCD, gave the treasurer’s report. Today’s program was presented by Claudia Abarca, a Supervising Management Analyst from the City of San Diego’s Equal Opportunity Contracting Program. The presentation delved into the city’s business direction related to small local businesses and emerging local business enterprises. The meeting closed with a gift card drawing.

Updates…

We love to hear about

what’s going on

throughout the state.

Send your chapter

minutes, notes, updates,

or election results to

share.

[email protected]

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Ethical Culture Jack Pellegrino, CPCM

Director South

ORIGINALLY WRITTEN FOR ETHICS AWARENESS MONTH March is Ethics Awareness Month, and this is a good time to reflect on your organization’s “Ethical Culture”. I use the words “Ethical Culture” because although each of us has our own ethical compass and are individually responsible for our actions or in-actions, the success or failure of acting ethically within an organization is directly dependent on the environment and the culture that has been established and is maintained by its employees. You have most certainly heard the saying, “Actions speak louder than words” and this is surely true in the area of ethics and compliance. Success begins with the “tone set at the top” and how employees perceive the ethics of its leadership and others within the organization. Does your organization have a Code of Ethics and Standards of Conduct describing what is expected of all employees, suppliers and other individuals working with your organization? This document is essential to ensure that

everyone within your organization clearly understands what behaviors and standards that are expected to apply to their performance. Without a clear statement for the organization, you will find yourself potentially relying on each individual’s own standards and judgments, which may fall short of your expectations. There are many good examples of Code of Ethics and Conduct including specifically relating to procurement activities. At the County of San Diego we have established a Code of Ethics which serves as both a pledge and a guide for all County employees. It includes our Standards of Conduct and our General Principles, and is intended to guide and assist us in the actions we take and the decisions we make as public servants. Our code of ethics is the foundation of our County culture and must be reflective in everything we do. Its expectations are clear, and each of us individually are asked to commit to core values

CAPPONEWS Ethical Culture June 2016 Issue 2, Volume 101

Jack Pellegrino, CPCM Director, Department of

Purchasing and Contracting

CAPPO Director South

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and principles of:

integrity,

stewardship, and

commitment. All employees are expected to be aware of, and behave in accordance with, our Code of Ethics, and to embrace these core values. As a supplement to these principles and core values, the Department of Purchasing and Contracting has established a Procurement Code of Ethics and Standards of Conduct to establish a framework of expectations for County employees and other individuals when involved in County procurement transactions.

These procurement standards are founded on applicable federal and California law, and the County of San Diego’s Code of Ethics and General Principles. A copy of the County of San Diego’s Department of Purchasing and Contracting Procurement Code of Ethics and Standards of Conduct is attached. In short, practicing ethical and legal conduct is essential to fulfilling the County’s mission and to each employee’s individual responsibilities. It is our duty to continually earn the public’s trust by always advancing the public interest and refraining from the pursuit of private interests.

Our commitment to integrity, in our duties, and in our interactions with each other, and with our stakeholders will help us earn and maintain the public’s trust. Jack Pellegrino, CPCM County of San Diego Director, Department of Purchasing and Contracting

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Call for Nominations Jana Vargas

Immediate Past President

CAPPO is seeking nominations for the upcoming openings on the CAPPO Board of Directors for the term starting January 2017. Three (3) board positions are filled each year – two (2) Director positions – one (1) from both the North & South and the Secretary/Treasurer – a CAPPO member from the South in even years and a member from the North in the odd years. The positions are filled by ballot measure and the successful candidates will be sworn into office and begin their term on the last day of the 2017 Annual CAPPO Conference in Napa. The Board welcomes CAPPO Members that are interested in advancing their contributions to the organization. Positions on the Board require hard work and dedication (it is not likely that you will successfully fulfill your responsibilities without putting in some extra hours outside of your normal work routine), but serving on the Board is also very rewarding. It is a great opportunity to network, give back, and make a significant

impact on the procurement profession by fulfilling a leadership role in a prominent professional organization. For CAPPO Members that are ready to accept the challenge and reap the rewards of a leadership position on the Board contact Jana Vargas, Immediate Past President, at [email protected] for a nomination application and additional information. I encourage any member interested in serving on the Board of Directors to read through the Bylaws and the CAPPO Policies & Procedures, both are available on the CAPPO website. Director South & North Two-Year commitment Duties of a Director include: Arrange/coordinate seminars and webinars under direction of the 1st Vice President, attend four annual Board meetings, which includes the Annual Conference, and participation in regular conference calls with the 1st Vice President.

Secretary/Treasurer (Year 1) Five-Year commitment Duties include: Attend all Board meetings, taking minutes at Board & Business meetings, approval of CAPPO expenditures, attend the annual audit, review policies & procedures, and select location/negotiate a conference contract (three years out). This position progresses to the 1st Vice President, 2nd Vice President, President and Immediate Past President of the Organization.

Jana Vargas Immediate Past President

CAPPONEWS Board Nominations June 2016 Issue 2, Volume 101

Jana Vargas Immediate Past President

[email protected]

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New Certifications

Form the UPPCC – May 2016

Certified Professional Public Buyers (CPPB) Ms. Portia A. Mina, CPSM, CPPB City of Irvine Mr. Jeffrey L. Mountjoy, CPPB County of Sonoma Ms. Cindy M. Romero, CPPB Coachella Valley Water District

CAPPONEWS Certification June 2016 Issue 2, Volume 101

Certification is the mark of a

dedicated professional, and

CAPPO encourages all members to

achieve purchasing certification.

Certification is a personal and

professional investment of

tremendous value to the buyer

and their employer. CAPPO's

educational programs help

members work toward the most

widely recognized professional

certification programs available.

Congratulations to our

members adding to or

earning their first

certification.

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JOB POSTINGS

Form the CAPPO Website – June 2016

Construction Contracts Admin. Mgr. Valley Transportation Authority, San Jose Purchasing Manager City of Corona Contract Specialist General Services Administration, San Francisco Purchasing Supervisor Baldwin Park Unified, Baldwin Park Director - Payroll & Purchasing, Finance & Business... Monterey County Office of Education, Salinas Contract and Procurement Technician Inglewood Unified School District, Inglewood Purchasing Manager MV Cheng & Associates, Moreno Valley Buyer MV Cheng & Associates, Moreno Valley Purchasing Coordinator UC Irvine

Director of Purchasing South Orange County Community College District, Mission Viejo

Contract Officer San Mateo County Transit District, San Carlos PROCUREMENT CONTRACT SPECIALIST County of Riverside Senior Administrative Analyst City of Mountain View Buyer II California State University, Fullerton Buyer II San Bernardino County, San Bernardino

CAPPONEWS Job Postings June 2016 Issue 2, Volume 101

Current Job Postings

This is a snapshot of the job

postings listed on the web site at

the time of CAPPONEWS

publication.

This is a snapshot of the jobs

posted on the CAPPO website.

Log in to the website for the

most up-to-date information.

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New & Reinstated Members Since January 2016

Welcome these new members to the association. Some on this list took some time away and are back.

Michael Daly Alameda - Contra Costa Transit District

Erica Elkington Alameda - Contra Costa Transit District

Craig Lymus Alameda - Contra Costa Transit District

Maria Perez Alameda - Contra Costa Transit District

Jillian Ragia Alameda County Water District

Roger Yang Alameda Municipal Power

Lyle Block Antelope Valley Transit Authority

Wael Elatar Barstow Unified School District

Rhonda Smith CA Department of General Services

Chris Griffin Cal Optima

Karen Porter Cal Optima

Mary Kay Patterson Cal Poly - Contracts & Procurement

Chris Almazan California Department of Insurance

Tricia Ferguson Calleguas Municipal Water District

Ebe Guerrero Calleguas Municipal Water District

Regina Benavides City of Anaheim

Dennis Dang City of Berkeley

Janean Hawney City of Carlsbad

Mike Sylvia City of Chula Vista

Carol Appelt City of Corona

Russell Narahara City of Corona

Thurman Fuller City of Culver City

Erica McAdoo City of Culver City

Nancy McDonnell City of Dublin

Yvonne Trabue City of Escondido

Kristen Weger City of Industry

Marvin Cruz City of Laguna Niguel

Brian Sullivan City of Lompoc

Lorry Hempe City of Lynwood

Erma Patrick City of Manteca

Nelson Mendoza City of Oakland

Steve Augustyn City of Pasadena

Marie Banaga City of Pasadena

Rina Muradian City of Pasadena

Alma Murillo City of Pasadena

CAPPONEWS New Members June 2016 Issue 2, Volume 101

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Antonio Watson City of Pasadena

Patrick McKenzie City of Richmond

Allison Sharp City of Sacramento

Jane Arnold City of San Diego

Marisa Blancarte City of San Diego

William Broderick City of San Diego

Tammy Ferguson City of San Diego

Matthew Helm City of San Diego

Lucy Hernandez City of San Diego

Aimal Laiq City of San Diego

Sonia Pacheco City of San Diego

Robert Patmon City of San Diego

David DeLong City of San Jose

Jeannie Lee City of San Jose

Todd Ninokata City of San Jose

Selina Ordaz City of San Jose

Charlie Paisley City of San Jose

Theresa Porter City of San Jose

Jennifer Alvarado City of Santa Maria

Denise Mixon City of Santa Monica

Margaret Talamantes City of Santa Monica

Angela vonSlomski City of Santa Monica

Tony Cabrera City of Santa Rosa

James Castro City of Santa Rosa

Zabih Zaca City of Tracy

Diane Taylor City of Tracy - Police Dept.

Elizabeth Quiroga City of Turlock

Keith Butler City of Vacaville

Davina Hatfield City of Vacaville

Mary Kazungu City of Vista

John Cook Contra Costa Community College District

Jerry Phipps Copper Mountain College

Jared Zwicker Copper Mountain College

Sokunthea Keo County of Alameda

Ana Clara Mesquita County of Alameda

Rachel Sellers County of Alameda

Tamara Ingersoll County of Butte

Desbele Gebre County of Contra Costa

Carolyn Halstenson County of Contra Costa

Mollie Purcell County of El Dorado

Bryan Hernandez County of Fresno

Darren Howard County of Fresno

Shannon Kirby County of Fresno

Heather Stevens County of Fresno

Leticia Rojo County of Kern

Saron Vaughn-Wallace County of Kern

Karen Carrillo County of Los Angeles

Mike Tsao County of Los Angeles - Dept. of Mental Health

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Lea Carre County of Marin

Vickie Lewis County of Marin

Lynette Beardsall County of Monterey, Natividad Medical Center

Linda Rivera County of Monterey, Natividad Medical Center

Wayne Hsiao County of Orange - Public Works

Jennifer Davis County of Orange - CEO/IT

Joel McKewen County of Orange - CEO/IT

Timothy Shears County of Orange - CEO/IT

Tami Tran County of Orange - CEO/IT

Kara Carroll County of Orange - CEO/Purchasing

Yarida Guzman County of Orange - CEO/Purchasing

Neil Jessen County of Orange - CEO/Purchasing

Duyen Lac County of Orange - CEO/Purchasing

Crystal Lopez County of Orange - CEO/Purchasing

Monica Marquez County of Orange - CEO/Purchasing

Matt Tran County of Orange - CEO/Purchasing

Autumn McKinney County of Orange - HRS/Employee Benefits

April Alvarez County of Orange - Public Works

Roy Aragon County of Orange - Public Works

Denise Arevalo County of Orange - Public Works

Oliver Bernardez County of Orange - Public Works

Jessica Cortez County of Orange - Public Works

Jackie Earl County of Orange - Public Works

Christian Loyola County of Orange - Public Works

Isela Martinez County of Orange - Public Works

Kevin Work County of Orange - Public Works

Jyothi Atluri County of Orange - Social Services Agency

Debra Baetz County of Orange - Social Services Agency

Steven Sakamoto County of Orange - Social Services Agency

An Tran County of Orange - Social Services Agency

Alicia Wilbur County of Placer

Dirk Buesing County of Riverside

Shawana Jennings County of Riverside

Sean Reed County of Riverside

Susan Switz County of Riverside

Michael Miller County of Sacramento

Brian Hashima County of San Bernardino

Sue Hernancez County of San Bernardino

James Hunter County of San Bernardino

Terri Sanchez County of San Bernardino - Housing Authority

Victoria Barboza County of San Diego

Michael Bautista County of San Diego

Julie Benner County of San Diego

Sarah Castaneda County of San Diego

Oscar Garcia County of San Diego

Monica Guzman County of San Diego

Kristen Hill County of San Diego

Vera Konstantinova County of San Diego

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Richard McCarvell County of San Diego

Hugo Mora County of San Diego

Kymeshia Morris County of San Diego

Hank Ramirez County of San Diego

Carlos Santiago County of San Diego

Heidi Lane County of San Joaquin Housing Authority

Sau Vong County of San Mateo Medical Center

Nate Bruce County of Santa Clara

Judy Hou County of Santa Clara

Michelle Nolen County of Santa Clara

Signe Sugiyama County of Sonoma

Barbara Buehrle County of Sutter

Curtis Heath County of Ventura

Cynthia Lopez County of Ventura

Julie Miller County of Ventura

Maria Moreno County of Ventura

Jeralee Seymour County of Ventura

Dan Thrower County of Ventura

Bettina Vicencio County of Ventura

Sheri Busch CSU Channel Islands

Rhonda Florick CSU Channel Islands

Michael Phillips CSU Monterey Bay

Arunkumar Casuba CSU Office of the Chancellor

Duane Johnson CSU Pomona

Virginia Berman CSU San Marcos

Angela Badham Elsinore Valley Municipal Water District

Barbara Mason Elsinore Valley Municipal Water District

Jennifer Frierson Foundation for California Community Colleges

Jeremy Matthews Fresno Housing Authority

Carol Espericueta Inland Empire Health Plan

Neil Patel Inland Empire Health Plan

Nishta Patel Inland Empire Health Plan

Jennifer Pueblo Inland Empire Health Plan

Regina Reyes Inland Empire Health Plan

Shaneka Morris Inland Empire Utilities Agency

Alonso Hurtado Kern Health Systems

Martha Mendez L.A. County Sanitation Districts

Shawna Adams Los Angeles County MTA

Tanya Allen Los Angeles County MTA

Greg Baker Los Angeles County MTA

Beverly Beaver Los Angeles County MTA

Suzanne Berger Los Angeles County MTA

Richard Bonino Los Angeles County MTA

Juelene Close Los Angeles County MTA

Lydie Colonello Los Angeles County MTA

Joanne Cummings Los Angeles County MTA

Aryani Guzman Los Angeles County MTA

Patricia Ingham Los Angeles County MTA

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Mona Ismail Los Angeles County MTA

Sherri Jackson Los Angeles County MTA

Nathan Jones Los Angeles County MTA

Tej Kharbanda Los Angeles County MTA

Loretta Norris Los Angeles County MTA

Otto Ojong Los Angeles County MTA

X'ania Wills Los Angeles County MTA

Min Cho Los Angeles Dept. of Water & Power

Latanya Hypolite Los Angeles Dept. of Water & Power

Harold McCarthy Los Angeles Dept. of Water & Power

Jason Oja Los Angeles Dept. of Water & Power

Aileen Perez Los Angeles Dept. of Water & Power

Conrad Rodriguez Los Angeles Dept. of Water & Power

Qiang Yu Los Angeles Dept. of Water & Power

Erin Henning Los Angeles World Airports

Paula Gordon Los Rios Community College District

Brenda Alvarez Manteca Unified School District

Tammy Anderson Manteca Unified School District

Andrew Nguyen Metropolitan Transportation Commission

Irene Dominguez Metropolitan Water District

Christy Dover Metropolitan Water District

Tina Smith Metropolitan Water District

Octavia Tucker Metropolitan Water District

Lloyd Garrison Montebello Unified School District

Cheryl Atchison Mt. San Jacinto College

Chelsea McNeely North County Transit District

Katie Clark Oakdale Joint Unified School District

Rick Barone Omnitrans

Andres Ramirez Omnitrans

Crystal Milner Orange County - Public Works

Heather Higgins Orange County Sanitation Districts

Jennifer Nguyen Orange County Sanitation Districts

Dwight Tipping Orange County Sheriff's Department

Meena Katakia Orange County Transportation Authority

Robert Webb Orange County Transportation Authority

Christine Bonnenfant Placer County Water Agency

Monica Penney Placer County Water Agency

Laura Perez Riverside Unified School District

Marcus Ridley Riverside Unified School District

Lillian Casipit Sacramento Area Council of Governments

Carl George Sacramento Regional County Sanitation District

Juliette Terry Sacramento Regional Transit District

Angela Davis San Bernardino Community College District

Martha Kelly San Bernardino Community College District

Debra Branson San Bernardino County HS ASD

Mary Jane Andersen San Bernardino County Superintendent of Schools

Brittney Bookout San Diego Assn. of Governments

Regis Brewer San Diego Assn. of Governments

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Holly Lam San Diego Assn. of Governments

Mason Moyers San Diego Assn. of Governments

Brittany Salbato San Diego Assn. of Governments

Brooklyn Modlin San Diego County Regional Airport Authority

Casey Humphreville San Diego Unified Port District

Matt McCoy San Diego Unified Port District

Christine Streets San Diego Unified Port District

Megan Dobbyn San Francisco State University

Larry Lee San Francisco State University

Patrick Ng San Francisco State University

Nancy Trinh San Francisco State University

Doreen Castles San Joaquin Delta College

Patty Samford San Joaquin Delta College

Kellie Silva San Joaquin Delta College

Kelly Lee San Luis Coastal Unified School District

Deanna Haskell San Mateo County Public Works Department

Kelly Brewer Santa Clara Valley Water District

Angelos Kastrisianakis SCRRA - Metrolink

Diana Vasquez SCRRA - Metrolink

Manchi Yi SCRRA - Metrolink

Teri Turner Sierra College

LaVon Allan Sonoma-Marin Area Rail Transit District (SMART)

Carina McDonald Stanislaus County Office of Education

Sopheap Dong-Carreon Superior Court of California, County of Stanislaus

Terry Pellegrini Superior Court of California, County of Stanislaus

Rebecca Archer Turlock Irrigation District

Sharon Corvello Turlock Unified School District

Holly Croll UC San Diego

Keith Muller UC San Francisco

Robert Puerzer UC San Francisco

Darin Mathews UC Santa Cruz - Procurement

Omar Acuna Whittier Union High School District

Al Robles Whittier Union High School District

Divinder Bains Yuba Community College District

Rosa Fowle Yuba Community College District

Kathleen Miller Yuba Community College District

Jeanene Upton Yuba County Water Agency

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Editor’s Comments Darryl Sweet, CPSM, C.P.M

2nd Vice President

I want to thank all the contributors that made this edition of the CAPPONEWS possible. Contributing to CAPPONEWS Still calling all writers! We did pretty well with submissions for the June 2016 issue. But, there is plenty of room for more for our next issue. For “Around CA”, I received reports from one Southern Chapter. From Northern Chapters I received submissions from two Chapters. Chapter officers: Don’t forget to submit a summary of your recent meetings, or meeting minutes, to share statewide. Jack Pellegrino’s topical article on Ethical Culture is a good example of what the CAPPOnews could use more of: namely, articles by subject matter experts.

CAPPO is a vast pool of experts, and we’d love to publish your articles.

I urge you…don’t be shy. Take a few moments to write on a topic. Doing so will help you examine that topic even deeper, and may further affirm your belief, or change your mind.

Regardless, the membership wants to hear from you!

Submissions can be sent to me at:

[email protected]

I look forward to receiving them.

Thank you.

CAPPONEWS Editor’s Comments June 2016 Issue 2, Volume 101

Thank you

to those who were able to

contribute to to this issue:

Craig Rader, CPPO, CPPB

Debbie Casper, C.P.M., CPPB

Devin Barber

Corum Chan, C.P.M.

Tom Meng, C.P.M.

Kai Moore, M.P.A.

Johnnie Terry, CPPO, CPPB

Ben Cayabyab

Deborah Schickert, C.P.M.

Scott Munzenmaier

Jack Pellegrino, CPCM

Jana Vargas

Hugh Smith, C.P.M.