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NCMA Operations Report to the Executive Council & Board of Directors April 23-24, 2004. Neal J. Couture, CPCM Executive Director NCMA's vision is to lead and represent the contract management profession as the association of choice. Management. - PowerPoint PPT Presentation
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NCMA Operations NCMA Operations ReportReport
to theto the
Executive CouncilExecutive Council & & Board of Directors Board of Directors
April 23-24, 2004April 23-24, 2004Neal J. Couture, CPCM Neal J. Couture, CPCM
Executive DirectorExecutive Director
NCMA's vision is to lead and represent the contract management NCMA's vision is to lead and represent the contract management
profession as the association of choice.profession as the association of choice.
ManagementManagement
33
Status of Actions from theStatus of Actions from the Board of Directors December 5-6, Board of Directors December 5-6,
20032003 8 Fellows awards processed.8 Fellows awards processed. Administered de-chartering of Toledo and Administered de-chartering of Toledo and
White Sands Chapters, and name change White Sands Chapters, and name change for Red River Valley (North Dakota Chapter).for Red River Valley (North Dakota Chapter).
Policies published.Policies published. NCMA Conflict of InterestNCMA Conflict of Interest Policy Committee CharterPolicy Committee Charter Finance Committee CharterFinance Committee Charter Audit Committee CharterAudit Committee Charter
Revised bylaws (12/03) published.Revised bylaws (12/03) published.
44
Membership Database Membership Database SystemSystemSuccessesSuccesses
Membership report queries.Membership report queries. Duplication merge processor fixed.Duplication merge processor fixed. E-marketing operational.E-marketing operational. Data upload function operational.Data upload function operational.
ProblemsProblems E-web design behind schedule.E-web design behind schedule.
Demographic informationDemographic information Membership record cleanupMembership record cleanup
Deferred revenue report.Deferred revenue report.Plans DelayedPlans Delayed
Certification application status (7/04).Certification application status (7/04).
55
StaffStaff AdditionsAdditions
Chief Knowledge Officer – Terry KolpChief Knowledge Officer – Terry Kolp Responsible for professional information, knowledge, Responsible for professional information, knowledge,
and learning programsand learning programs Program Administrators – Bryan Murphy and Program Administrators – Bryan Murphy and
Patrick BaynePatrick Bayne Process sales transactions, customer serviceProcess sales transactions, customer service
DeparturesDepartures Bill Scott, Director of EducationBill Scott, Director of Education Johnny Jones, Education Program AdministratorJohnny Jones, Education Program Administrator Sarah Spear, Certification Program Sarah Spear, Certification Program
AdministratorAdministrator Paxton Styles, Meetings ManagerPaxton Styles, Meetings Manager
66
77
4545thth Anniversary activities Anniversary activities Contract Management Contract Management
Week April 25-May1Week April 25-May19 proclamations to date9 proclamations to date
MembershipMembership& &
Chapter RelationsChapter Relations
99
Total MembershipTotal Membership
Membership decline reached 16,900 Membership decline reached 16,900 in January 2004in January 2004
Up to 17,411 in March 2004Up to 17,411 in March 2004 Membership recruitment activities Membership recruitment activities
continue according to plan.continue according to plan.
1010
Membership Recruitment Membership Recruitment PlanPlan
Development of expanded marketing Development of expanded marketing campaign that includes:campaign that includes: 2004 membership promotion campaign2004 membership promotion campaign Partner marketing (education providers, Partner marketing (education providers,
advertisers, corporate sponsors)advertisers, corporate sponsors) Key stakeholder advocacyKey stakeholder advocacy Packaged memberships (ie. w/conference Packaged memberships (ie. w/conference
registration)registration) Trial membershipsTrial memberships Group memberships (streamlined Group memberships (streamlined
processes)processes) Other direct marketing activitiesOther direct marketing activities
1111
Membership Promotion Campaign Membership Promotion Campaign 20042004
Sponsor a new member Sponsor a new member and receive $20 off your next and receive $20 off your next
membership renewal.membership renewal.
Limit of 5 ‘coupons’ per renewalLimit of 5 ‘coupons’ per renewal Paid for by initiation fees of the new memberPaid for by initiation fees of the new member
1212
Streamlined Membership Streamlined Membership ProcessingProcessing
Member transactions are processed within Member transactions are processed within 2 work days of receipt (except during 2 work days of receipt (except during major conferences).major conferences).
New member packets and renewal letters New member packets and renewal letters are issued daily, instead of batch monthly.are issued daily, instead of batch monthly.
Members receive an email confirming their Members receive an email confirming their joining or renewal.joining or renewal.
Reduction in lead-time from 4-6 weeks to Reduction in lead-time from 4-6 weeks to 4-6 days.4-6 days.
1313
Chapter StatusChapter Status 141 current chartered chapters141 current chartered chapters 5 chapters have submitted 2005 5 chapters have submitted 2005
rosters rosters xx chapters have submitted fiscal xx chapters have submitted fiscal
year 2003 financials (82 in 12/03)year 2003 financials (82 in 12/03) 32 Chapter websites established32 Chapter websites established 4 website training sessions held4 website training sessions held Obsolete chapter and region websites Obsolete chapter and region websites
remain! remain!
1414
Improved Chapter Membership Improved Chapter Membership ReportsReports
NCMA emails member report to each NCMA emails member report to each chapter president, covering new, chapter president, covering new, renewed, reinstated, due for renewal, renewed, reinstated, due for renewal, and dropped members for their and dropped members for their chapter.chapter.
Reports also posted online.Reports also posted online. By the 5By the 5thth day of the month. day of the month.
1515
Rebates Payments StatusRebates Payments Status All payable rebates have been made.All payable rebates have been made. $xxxxx remains in accrued expense$xxxxx remains in accrued expense New process coming in July 2004.New process coming in July 2004.
1616
Leadership SummitLeadership Summit
Las Vegas, NevadaLas Vegas, Nevada Circus Circus CasinoCircus Circus Casino June 4-5, 2004June 4-5, 2004 Moved date at suggestion of last year’s Moved date at suggestion of last year’s
attendeesattendees All volunteers at all levels are invitedAll volunteers at all levels are invited Room rates from $39/night up to $79/nightRoom rates from $39/night up to $79/night $50 registration fee$50 registration fee
1717
NCMA IntranetNCMA Intranet Dropping security restrictions for Dropping security restrictions for
Intranet accessIntranet access Membership database link and Membership database link and
reports containing member contact reports containing member contact information are behind security information are behind security firewall.firewall.
Re-organizing information before Re-organizing information before new program year to make new program year to make navigation more intuitive.navigation more intuitive.
1818
Theft of Chapter TreasuryTheft of Chapter Treasury
NCMA is currently investigating the NCMA is currently investigating the apparent theft of $12,000 by a chapter apparent theft of $12,000 by a chapter treasurer.treasurer.
Preliminary indications suggest theft has Preliminary indications suggest theft has been ongoing since 1998.been ongoing since 1998.
Lack of any controls, and failure to comply Lack of any controls, and failure to comply with NCMA policies.with NCMA policies.
Concern that this is a more frequent Concern that this is a more frequent problem than previously suspected.problem than previously suspected.
EducationEducation
2020
Certification Preparation Certification Preparation ProductsProducts
Federal Federal Knowledge Knowledge
ModuleModule
Commercial Commercial Knowledge Knowledge
ModuleModule
General General Business Business
Knowledge Knowledge ModuleModule
Study GuideStudy Guide 100+ units 100+ units sold!sold!
On holdOn hold On holdOn hold
Study Study ManualManual
On holdOn hold 200 units 200 units sold!sold!
500 units 500 units sold!sold!
E-courseE-course On holdOn hold Launched Launched 2/20042/2004
On holdOn hold
SeminarsSeminars On holdOn hold On holdOn hold On holdOn hold
2121
NES SeriesNES SeriesBest Contracting Best Contracting Practices in BusinessPractices in Business
Fall 2003Fall 2003
Service ContractingService Contracting February February 20042004
Defense Authorization Defense Authorization Act of 2004 with SARA Act of 2004 with SARA ProvisionsProvisions
On holdOn hold
2222
Audio-Seminar TopicsAudio-Seminar Topics11/03 Evolutionary Acquisition & Spiral Development11/03 Evolutionary Acquisition & Spiral Development
12/03 Weighted Guidelines for Government 12/03 Weighted Guidelines for Government ContractingContracting
1/04 Service Contracting1/04 Service Contracting
1/04 Government Contracting Update1/04 Government Contracting Update
2/04 Intellectual Property (postponed)2/04 Intellectual Property (postponed)
2/04 Software Licensing (Part 1 – Sellers)(postponed)2/04 Software Licensing (Part 1 – Sellers)(postponed)
3/04 Software Licensing (Part 2 – Government Buyer)3/04 Software Licensing (Part 2 – Government Buyer)(postponed)(postponed)
5/04 UID5/04 UID
Planning: RFID, Far 45 RewritePlanning: RFID, Far 45 Rewrite
ConferencesConferences
2424
East Coast Conference 2003East Coast Conference 2003Tysons Corner, VirginiaTysons Corner, Virginia
December 8-9, 2003December 8-9, 2003Goal Actual
324 attendees32 exhibits
$227,000 revenue$67,000 net surplus
325 attendees32 exhibits
$204,930 revenue$84,367 net surplus
2525
World Congress 2004World Congress 2004Orlando, FloridaOrlando, Florida
April 26-28, 2004April 26-28, 2004Goal Projected
790 attendees150 exhibits
$952,194 revenue$298,000 net surplus
770 attendees130 exhibits
$855,800 revenue$226,000 net surplus
Job Fair: 13 boothsJob Fair: 13 boothsPre-conference seminars: 32 attendeesPre-conference seminars: 32 attendees
125 speakers125 speakers
2626
Aerospace & Defense Contracting Aerospace & Defense Contracting 2004 2004 (aka West Coast)(aka West Coast)
Long Beach, CALong Beach, CAJuly 15-16, 2004July 15-16, 2004
Goal
375 attendees10 exhibits
$247,545 revenue$150,788 net surplus*
2727
Commercial Contracting 2004Commercial Contracting 2004New Orleans, LANew Orleans, LA
September 2-3, 2004September 2-3, 2004
Goal
180 attendees20 exhibits
$129,275 revenue$63,921 net surplus*
2828
Federal Contracting 2004Federal Contracting 2004(aka East Coast Conference)(aka East Coast Conference)Tysons Corner, VirginiaTysons Corner, Virginia
December 6-7, 2004December 6-7, 2004
Goal
350 attendees 30 exhibits
$235,775 revenue$131,244 net surplus*
2929
World Congress 2005World Congress 2005and beyondand beyond
PCC selected Phoenix, ArizonaPCC selected Phoenix, Arizona Continue to research future sites Continue to research future sites
for 2006:for 2006: San Antonio, TxSan Antonio, Tx Austin, TxAustin, Tx Denver, CoDenver, Co Chicago, IlChicago, Il
CertificationCertification
3131
CertificationCertification Commercial Module beta completed Commercial Module beta completed
in December 2003, completed in December 2003, completed validationvalidation
Continue to pursue DoD equivalency Continue to pursue DoD equivalency
CommunicationsCommunications
3333
Contract Management Contract Management MagazineMagazine
Printing contract renewed.Printing contract renewed. Improved cycle times and delivery Improved cycle times and delivery
reliability.reliability. Will enable more pages.Will enable more pages. Is perfect bound – a more professional Is perfect bound – a more professional
product.product. 4545thth anniversary insert May 2004 anniversary insert May 2004
3434
NCMAJobs.comNCMAJobs.com Ad sales continue to surpass Ad sales continue to surpass
budget projectionsbudget projections 102 searchable jobs102 searchable jobs 14501450 searchable resumes searchable resumes 925 registered employers925 registered employers