ncma operations report to the executive council & board of directors december 5-6, 2003 neal j....
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NCMA Operations NCMA Operations ReportReport
to theto the
Executive CouncilExecutive Council & & Board of Directors Board of Directors
December 5-6, 2003December 5-6, 2003Neal 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.
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Status of Actions from theStatus of Actions from the Board of Directors July 18-19, Board of Directors July 18-19,
20032003 AOG Policies posted.AOG Policies posted. Fellows awards processed.Fellows awards processed. Honorary Life Member awards processed.Honorary Life Member awards processed.
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Membership Database Membership Database SystemSystemSuccessesSuccesses
Event registration processing.Event registration processing. Volunteer positions tracking.Volunteer positions tracking. Financial system integration.Financial system integration.
ProblemsProblems Membership report queries.Membership report queries. Some individual records contain errors.Some individual records contain errors.
Plans DelayedPlans Delayed Members go online and update their own record Members go online and update their own record
(1/04).(1/04). Obtain demographic information (1/04).Obtain demographic information (1/04). Certification application status (3/04).Certification application status (3/04).
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StaffStaff Hired Director of Marketing – Karen Wilson Hired Director of Marketing – Karen Wilson
– to start immediately– to start immediately Will focus on membership recruitment programWill focus on membership recruitment program
Heidi Salkeld appointed Director of Heidi Salkeld appointed Director of Member and Chapter ServicesMember and Chapter Services Will focus on membership database, customer Will focus on membership database, customer
service, and chapter relationsservice, and chapter relations Advertising for Contracting Subject Matter Advertising for Contracting Subject Matter
Expert to start February 2004Expert to start February 2004 Staff restructuring in January 2004 to Staff restructuring in January 2004 to
maintain 16 person headcountmaintain 16 person headcount
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Total MembershipTotal Membership
Membership continues to decline – 18,000Membership continues to decline – 18,000 Short term action:Short term action:
Major membership drive starting in JanuaryMajor membership drive starting in January Mid-term actions: Mid-term actions:
Marketing resources, national recruitmentMarketing resources, national recruitment Lead generation practicesLead generation practices Better understanding of what’s happening through Better understanding of what’s happening through
improved analysis of our membership trend dataimproved analysis of our membership trend data Membership recruitment planMembership recruitment plan
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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
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Membership Promotion Campaign Membership Promotion Campaign 20042004
Sponsor a new member and receive Sponsor a new member and receive $20 off your next membership $20 off your next membership
renewal.renewal.
Last several years “lottery” approach yielded fewer Last several years “lottery” approach yielded fewer new membersnew members
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 Developing administrative processesDeveloping administrative processes
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Chapter StatusChapter Status 143 current chartered chapters143 current chartered chapters 110 chapters have submitted 110 chapters have submitted
rosters (increase of 30 from 7/03)rosters (increase of 30 from 7/03) 82 chapters have submitted fiscal 82 chapters have submitted fiscal
year 2003 financials (14 in 7/03)year 2003 financials (14 in 7/03)
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Rebates Payments StatusRebates Payments Status Payments for the November 2002 Payments for the November 2002
rebate (for period 5/02-10/02)rebate (for period 5/02-10/02) All eligible chapters paid (100%)All eligible chapters paid (100%)
Payments for the May 2003 rebate (for Payments for the May 2003 rebate (for the period 11/02-4/03)the period 11/02-4/03) All eligible chapters paid (100%)All eligible chapters paid (100%)
$20,904 remains in accrued expense$20,904 remains in accrued expense Payments for the November 2003 Payments for the November 2003
rebate (for period 5/03-10/03 being rebate (for period 5/03-10/03 being calculatedcalculated Pay outs starting in December 2003Pay outs starting in December 2003
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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
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NCMA IntranetNCMA Intranet Username = 6 digit member numberUsername = 6 digit member number Password = Last namePassword = Last name Accounts set up upon receipt of Accounts set up upon receipt of
rosters rosters Next User Training will be held in Next User Training will be held in
JanuaryJanuary 10 new region and chapter websites 10 new region and chapter websites
set upset up
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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 AvailableAvailable May 2004May 2004 May 2004May 2004
Study Study ManualManual
March March
20042004125 units 125 units
sold!sold!125 units 125 units
sold!sold!
E-courseE-course MarchMarch
20042004January January
20042004January January
20042004
SeminarsSeminars March March
20042004February February
20042004MarchMarch
20042004
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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
February February 20042004
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Audio-Seminar TopicsAudio-Seminar Topics7/03 Government Contracting Update7/03 Government Contracting Update7/03 Federal Prevailing Wage Laws7/03 Federal Prevailing Wage Laws8/03 Supply Chain Management8/03 Supply Chain Management9/03 Capture Life Cycle Management9/03 Capture Life Cycle Management10/03 Winning Government Business10/03 Winning Government Business11/03 Evolutionary Acquisition & Spiral Development11/03 Evolutionary Acquisition & Spiral Development12/03 Weighted Guidelines for Government 12/03 Weighted Guidelines for Government
ContractingContracting1/04 Service Contracting1/04 Service Contracting1/04 Government Contracting Update1/04 Government Contracting Update2/04 Intellectual Property2/04 Intellectual Property2/04 Software Licensing (Part 1 – Sellers)2/04 Software Licensing (Part 1 – Sellers)3/04 Software Licensing (Part 2 – Government Buyer)3/04 Software Licensing (Part 2 – Government Buyer)
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East Coast Conference 2003East Coast Conference 2003Tysons Corner, VirginiaTysons Corner, Virginia
December 8-9, 2003December 8-9, 2003Goal Projected
324 attendees32 exhibits
$227,000 revenue$67,000 net surplus
325 attendees32 exhibits
$222,000 revenue$62,000 net surplus
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World Congress 2004World Congress 2004 Program in final developmentProgram in final development
More than 100 abstract More than 100 abstract submissions acceptedsubmissions accepted
Keynotes and panelists invitedKeynotes and panelists invited Exhibit and sponsorship sales Exhibit and sponsorship sales
50% sold (ahead of schedule)50% sold (ahead of schedule) Job FairJob Fair Pre-conference certification Pre-conference certification
preparation seminarspreparation seminars SBA Small Business Fair SBA Small Business Fair
couldn’t be worked outcouldn’t be worked out
April 26-28, 2004 Renaissance Orlando
Resort at Seaworld
Orlando, Florida
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West Coast Conference West Coast Conference 20042004
PCC approved Long BeachPCC approved Long Beach Hyatt Regency Long Beach (site Hyatt Regency Long Beach (site
of WC2002 lodging)of WC2002 lodging) Brand conference “aerospace & Brand conference “aerospace &
defense”defense” Increase exhibit salesIncrease exhibit sales July 15-16, 2004July 15-16, 2004
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Commercial Conference Commercial Conference 20042004
Continuing site Continuing site comparisons for comparisons for recommendation to recommendation to the PCC:the PCC: Boston, Boston,
MassachusettsMassachusetts Miami, FloridaMiami, Florida New Orleans, New Orleans,
LouisianaLouisiana September 2004September 2004
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East Coast Conference 2004East Coast Conference 2004
PCC approved Northern Virginia PCC approved Northern Virginia area for site search:area for site search: RFP out to facilitiesRFP out to facilities Brand conference “federal Brand conference “federal
contracting”contracting” Increase exhibit sales – more spaceIncrease exhibit sales – more space December 2004December 2004
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World Congress 2005World Congress 2005
Updating research for recommendation Updating research for recommendation to the PCC. Sites considered include:to the PCC. Sites considered include: Las Vegas, NevadaLas Vegas, Nevada Washington, DCWashington, DC San Antonio, TexasSan Antonio, Texas San Diego, California (or Long Beach)San Diego, California (or Long Beach) Denver, ColoradoDenver, Colorado
Decision for 2005 will be made by March Decision for 2005 will be made by March to enable promotion at Orlando in Aprilto enable promotion at Orlando in April
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CertificationCertification Commercial Module beta extended Commercial Module beta extended
through December 2003 to obtain through December 2003 to obtain more datamore data
Marketing deferred…shifting budget Marketing deferred…shifting budget to membership marketingto membership marketing
Portfolio of preparatory products Portfolio of preparatory products selling well, more products to be selling well, more products to be released through spring 2004.released through spring 2004.
Continue to pursue DoD equivalency Continue to pursue DoD equivalency
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Contract Management Contract Management MagazineMagazine
Negotiating printing contract Negotiating printing contract renewal.renewal. Will improve cycle times and delivery Will improve cycle times and delivery
reliability.reliability. Will enable more pages.Will enable more pages. Will be perfect bound – a more Will be perfect bound – a more
professional product.professional product.
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NCMAJobs.comNCMAJobs.com Ad sales continue to surpass Ad sales continue to surpass
budget projectionsbudget projections 89 searchable jobs89 searchable jobs 12691269 searchable resumes searchable resumes 868 registered employers868 registered employers