Boilerplate
2012-13
OPPA BOARD
 President
Katie Shaw, CPPB
 Vice President
Tim Hay, CPPB,
CGTP, OPBC
 Treasurer
Linda Lichty, CPPB
 Secretary
Christine Moody,
CPPO
 Immediate Past
President
Kim Dunston, CPPB
 Directors
Kathleen George,
CPPB
Robin Rickard,
CPPO
P. Kevin Walther,
CPPB
Diane Wood, CPPB
Barry Zimmerman,
CPPB
INSIDE THIS
ISSUE
 2012 Forum
Re-cap
 Tomorrow’s
Teachers
 Fall Conference
 Samaritan House
 Editorial: Is
OPPA a Family?
 Forum Scholarship Awardees
 Cronin Award
 Sharing
 Forum Photos
 New Members
 Pro-D
V O L U M E
1 ,
I S S U E
9
O C T O B E R
2 0 1 2
President’s Message
What an
exciting
time it has
been since
our last
newsletter.
The Board
Katie Shaw, CPPB
2012-2013OPPA President has been
working
hard at updating the Handbook
to reflect the Director’s reorganization. We are in the
final stages and will post it on
the website once completed.
In August, 70 delegates from
Columbia Chapter and OPPA
attended the 67th Annual NIGP
Forum and Expo in Seattle
Washington. I have to say, it
was the best Forum I have attended. OPPA was one of three
finalists for Large Chapter of
the Year as well as our own Brian
Smith for Manager of the Year
and Tim Hay for Buyer of the
Year. Even though we did not
win, it was a great honor to be
recognized for all the hard work
our members do.
The NIGP Board of Directors
established the Albert H. Hall
Memorial Award in 1977 as the
highest form of recognition offered by the Institute. The purpose of this award is to recognize
a former or present member who
has made outstanding contributions to NIGP over an extended
period of time. This year’s award
-winner is Darin L. Matthews,
FNIGP, CPPO, C.P.M. Director
of Business Operations, North
Clackamas School District, Oregon, 2006-2007 NIGP President.
Congratulations Darin.
The 2012 proposed budget will
be voted on at the Fall Conference November 1 & 2. This
year we will be doing a live
webcast. Those members who
cannot attend will be able to
cast their vote. I hope to see
you at the Fall Conference for
interesting speakers, networking with your colleagues, and
to learn more about what
OPPA has been up to and
what is in store for the
upcoming year.
2012 Forum Reached New Heights
Anyone who attended this
year’s Forum in Seattle had to
be impressed with the fantastic
program our sister Chapter in
Washington put on. Their efforts helped to showcase the
Emerald City and impress US
and International attendees.
Multnomah County earned the
NIGP Innovations in Public
Procurement Award for devel-
oping an in-house, low cost computer-based training platform.
dedication to NIGP has been a
benefit to every member of
NIGP and OPPA. We wish
her well in the coming year as
she leads NIGP in their quest
to be the premier procurement
organization in the World.
The Oregon Secretary of State’s
office was honored to receive the
Achievement of Excellence in
Procurement Award.
This year’s presiding President
was OPPA’s Bobbi Matthews.
Bobbi kept the speeches lite and
kept the programs moving. Her
There’s more Forum
information inside!
PAGE
2
“Learn everything you can,
anytime you can,
from anyone you
can, there will
always come
a time when you
will be grateful
you did.”
Sarah
Caldwell
“Tomorrow’s Teachers” Series On The Way
One of the many occurrences this time of the year
is schools being back in session and students returning to the classroom. With that in mind
OPPA is introducing “Tomorrow’s Teachers,” a
train the trainer program for OPPA members.
The goal of Tomorrow’s Teachers will be to develop and maintain a core group of instructors for
OPPA workshops and conferences. Members
who participate in this training will also learn how
to develop course material, tips on preparing for
training, and how to deal
with the fear of delivering
training.
Fall conference attendees
will get a chance to sample
an example of the training.
More information for
members interested in this
program will be available Barry Zimmerman, CPPB
OPPA Director of Education
on OPPA’s web-site as it
is developed. Hope to see you there!
Fall Conference; “Turning a New Leaf ”
November 1st & 2nd, 2012
If you’re not already signed up for the Fall Conference at Salishan, it’s not
too late. Here’s a peek at the educational opportunities available to you:
Register
online at
oppaweb.org
Questions?
Tomorrow’s Teachers
Barry Zimmerman, CPPB. Procurement & Contracts Supervisor, Multnomah County
Sandra Kalin, Training Coordinator, OR Department of Administrative Services
CPPO/CPPB—Mandatory Certification Trends
Sandra Kalin, Training Coordinator, OR Department of Administrative Services
Salishan Spa & Golf Resort
Gleneden, OR
The Buyer’s Building Blocks, Part 1
Jana Hart, CPPB, OPBC, Analyst, Strategic Sourcing, OR Department of Administrative Services
The Buyer’s Building Blocks, Part 2
Jana Hart, CPPB, OPBC, Analyst, Strategic Sourcing, OR Department of Administrative Services
The Buyer’s Building Blocks, Part 3
Rob Rickard, CPPB, OPBC, Retired, OPPA Director of Chapter Relations
Buyer’s Building Blocks, Part 4
Rob Rickard, CPPB, OPBC, Retired, OPPA Director of Chapter Relations
Shirley A. Smith, CPPB
Program Committee
Chair
Buyer’s Building Blocks, Part 5
Rob Rickard, CPPB, OPBC, Retired, OPPA Director of Chapter Relations
Phone: 503.378.5395
Additionally you will have networking and charity opportunities:
E-mail:
[email protected]
te.or.us
Samaritan House (Community Involvement Committee)
Donnell Fowler, CPPB, OR Department of Transportation
Lola Jones and Alumni Resident Speaker, Samaritan House
President’s Reception/Networking (Thursday Evening)
President’s Suite (Light Hors D’ Oeuvre Included)
BOILERPLATE
Course Descriptions on next page
PAGE
3
Building
Blocks
T
s
her
eac
T
w’s
rro
o
om
Cert
ifica
tion
lti
Mu
Sta
A
Pre-
This is the first in an on-going series to increase procurement professionals training and presentation skills.
The session will outline the new OPPA Tomorrow’s Teachers program and provide basic course design and
development techniques.
Are you thinking of applying for a new job at another public entity? How does having a professional procurement certification help? How valuable will it be in the future? The trend is for employers to hire only
those with certifications as their delegations depend upon your expertise. This is important information all
OPPA members should be aware of.
Education for Charity Fundraiser Raffle: Samaritan House Inc., Newport, OR
licit
a
tion
s
ess
roc
P
p
-s t e
tem
e
Tomorrow’s Teachers
CPPO/CPPB—Mandatory Certification Trends
rity
Cha
Sou
nd S
o
Fall Conference Course Descriptions
nt
of
The Buyer’s Building Blocks, Part 1
Sound Solicitations, Intermediate vs. Formal, and advantages of a Multi-step Process. Learn to create components of an RFP that ultimately lead to contracts with less associated risk thus leading to easier contract
administration.
Wo
rk
The Buyer’s Building Blocks, Part 2
Requirements, Team Lead, and Statement of Work: Work through a Best and Final Offer process.
ing
rtis
e
v
d
bid
C
Speakers from the Samaritan House will share the challenges of being the only shelter providing meals and
emergency shelter to homeless families on the coast between Tillamook and Coos Bay. Theirs is a program
of compassion, but with expectations that their residents will be responsible for the successful outcomes of
their stay.
The Buyer’s Building Blocks, Part 3
onfe
renc
e
ns
uatio
Eval
Advertising, Pre-Conferences, and Addenda: Explore the application of best practices in the procurement
process including the importance of creating addenda that contain the appropriate information.
The Buyer’s Building Blocks, Part 4
Openings, Evaluations, and Protests: Become aware of the challenges in these areas, and how to properly
address the issues, by tapping into the speaker’s 30 years of experience with public bid openings and protests.
The Buyer’s Building Blocks, Part 5
Prot
es
ra
Cont
ts
Contract Award Administration, Conflict Resolution, and Contract Closeout: Listen to, and interact with,
the speaker as you work through the final steps of a solicitation process. You will learn just how important
it is to finish as strong as you start.
tion
istra
n
i
m
ct Ad
BOILERPLATE
PAGE
4
Samaritan House
offers homeless
families a place
from which to
make a new
beginning
Samaritan House
exists to serve
homeless families
through the
support of
community
members,
churches,
businesses,
service
organizations,
local and state
government, and
private
foundations
Fall Conference
Education Charity Fundraiser Raffle
Supports Samaritan House in Newport
Samaritan House, Inc. is a
in 1988 to provide emergency
nonprofit organization in
shelter and meals to homeless
Newport, Oregon, established families.
of compassion, but with expectations that their residents will
be responsible for the successful outcomes of their stay.
Since that time their program
has expanded to include transitional shelter, case management and support services to
assist families in achieving
self-sufficiency and stable
housing. Their’s is a program
The Samaritan House is currently the only family homeless
shelter on the Central Oregon
coast between Tillamook to the
north and Coos Bay to the
south.
The raffle winner will receive a very generous Spring
Conference Educational Package:
2013 Spring Conference Registration
One Night’s Lodging + tax
One OPPA Logoed Fleece ¼ Zip Pullover
or an OPPA button down Logoed Shirt
$150
$100
$25
A $275 Value
In lieu of buying a raffle ticket or donating cash, the following items are needed to help
families move into transitional apartments. Anything you donate will greatly appreciated.

Toothbrushes

Toothpaste

Deodorant

Family Size Shampoo

Powdered Laundry Detergent (unscented preferred)

Paper Towels

Mops

Brooms

Crockpots

Blenders

Sheets

Pillowcases
BOILERPLATE
PAGE
5
Is OPPA A Family?
Are any
of us
really an
only
child?
tree was in deed protected; I
assured myself it would survive
another harsh winter in it’s
peaceful sanctuary. Why was I
so sure? Because the bonsai’s
family was providing protection.
On a summer hike in the Mt.
Jefferson Wilderness, I came
across this lonely bonsai looking
tree. I contemplated it’s chances
of surviving another cruel winters at 7,000 feet on the edge of
a high mountain lake. It looked
unprotected.
P. Kevin Walther, CPPB
Boilerplate Editor
We’re not
dysfunctional;
we’re diverse.
None of the opinions expressed by
OPPA’s Board or its members should
be considered as legal advice or counsel. OPPA disclaims all warranties
with regard to information
published in the newsletter, whether
submitted by OPPA or any third party.
Next my eyes moved to the
lake; it was crystal clear and the
reflection of the trees on the
lake surface was beautiful.
Keeping with the natural progression of curiosity, I sought
the source of the reflections; as
if I couldn’t figure that out on
my own. None the less, I
thought I needed to see it.
I stood there and studied the
trees; what a mix. Old and new
growth, Douglas, Noble and
Grand firs, an occasional Ponderosa pine, many fire and
weather ravaged.
I sat down and soaked it all in,
took a moment to rest and
meditate. I listened to the
breeze slipping over the ridge
across the lake but I couldn’t
feel it. I could see the trees
across the lake sway, hear them
creak, see small parts of the
limbs break away and drop to
the forest floor. Yet I never felt
the wind; why was that?
I happened to glance at the
island stranded bonsai; it was
unruffled. The water on the lake
was choppy, yet motionless
around the small island. The
BOILERPLATE
That hodgepodge of gnarled,
burnt, new, old and different
species of trees are its’ relatives;
some surely older than 250
years. Generations of survivors
towering over the lake’s edge
merely passing on the same gift
they needed to survive their
youth. How fortunate.
genuinely concerned over the
perception we leave with our
customers.
Is that all we need; no. It’s important to understand how the
challenges we face professionally and personally interact. That’s
why we ask about our families,
share war stories, share a meal,
work together for a charity,
bring families to conferences,
etc.
Do you doubt there’s passion or
pain in OPPA? Attend a Board
meeting. Not finding generosity
Is OPPA a family? Do we watch or compassion? Check out the
Scholarship, Mentorship, Comover and protect one another?
Can we survive on or own? Are munity Involvement and Diversity Committees; participate in a
teaching and learning the only
charity raffle.
benefits we provide?
There are currently 405 relatives, ranging in age from 18 to
“retired”, in the OPPA family.
The family tree is 43 years old
and growing.
We continually prove our need
for one another; the protection
we provide is evident in our
daily practices. We learn from
each other’s mistakes, point out
potholes and politics, and we’re
We’re not dysfunctional, we’re
diverse. We may disagree, but
we listen, communicate, and
compromise. Some have more,
some have less, but we share.
We are professionals who care
about the health and welfare of
each other. OPPA embodies the
meaning of family.
Welcome to our family……….
PAGE
6
“I arrived each day
thinking to myself
“they can’t possibly
top yesterday’s speaker, because they were
pretty amazing”. But
I was wrong. Each
speaker was energetic, knowledgeable,
and engaging; sharing their vast array of
life experiences with
us .”
Melody Waight,
CPPB, CDT
OR State Lottery
“I found my head
getting full of ideas
and thoughts about
what I was hearing,
and went aside at one
point to reflect on it
all and make some
notes, and I found
myself making all
kinds of connections
across a whole range
of procurement
issues - you could
call it broadening my
horizons, or seeing
the big picture, or
whatever. That’s the
kind of good thing
that can happen
when you immerse
yourself in something
so rich in information
and shared wisdom.”
Jon Walton, J.D.,
CPPB, OPBC,
OR Business
Development Dept.
Thoughts and Thanks From Forum OPPA Scholarship Awardees
“That’s the beauty of this annual Forum. I knew
it would teach me something, I knew I’d hear new
ideas, but 2012 Forum really stressed how important our role as a public procurement professional is.”
Nathan Mosley, CPPB, Portland Development Commission
“One of the most valuable parts of Forum for me
was the networking opportunities. I exchanged
ideas with people from all over the country who
face similar challenges. For example, I spoke with
a procurement professional from another state
that recently needed to reduce the juvenile population in their county facility and did a RFP for a
managed service provider to provide reintegration
services. Part of my job is to contract for similar
services for juveniles that are in the state system.”
Laura Hince, OPBC, Oregon Youth Authority
“The keynote speakers were exceptional and inspiring. They made you laugh, made you cry, and
made you laugh again (as another first timer commented). I’ll never forget the Nice Bike speaker as
he told how important positive reinforcement is
to all of us, and what a difference it can make. It
was one of my main take-aways for the entire
forum.”
Sherry Taylor, Multnomah County
“This was my first time to ever attend an NIGP
Conference. Upon my check in I received my
name badge and was directed to a row of addi-
tional ribbons to add. I was rather reluctant to
attach a “first timer” ribbon not knowing what
the results would be. Much to my amazement
many of the conference attendees walked up to
me and introduced themselves and shared a few
minutes of their time making sure that I was enjoying the conference and/or if I needed anything.”
Su Fennern, OPBC, OR Department of Education
“The entire program and cast of speakers were
excellent and the event was extremely wellorganized, efficiently conducted and fun! I found
the sessions addressing solicitation processes very
helpful and I especially enjoyed the presentation
on humor in the workplace. However, the best
aspect by far was the slate of featured speakers. I’m happy to report that I’m “cleared hot”
and work for that “nice bike” everyday!”
Mary Bray, JD, OR State Lottery
“The biggest perk of attending Forum was the
networking. I met so many people, from all over
the United States and Europe, who do the same
kind of things I do. I’ve always thought I wouldn’t have much in common with other purchasing
folks because we would have such different challenges. While each of us has our own special challenges, there are a lot of challenges that everyone
has the opportunity to overcome”
Lynne Waite, CPPB, OPBC, Multnomah County
“While attending the various sessions I again saw
that I wasn’t alone. In the “Conversations that
“I am still overwhelmed. The work and time put
Mattered” sessions, I learned about the struggles
in to making the 2012 NIGP Forum successful
other states were having regarding proposed or
was so evident. It was so much fun meeting prorecently passed legislation on preferences. I
curement professionals from around the United
learned how some states were handling it and I
States and hearing about their challenges, strugto our
CPPB’s &gles,
CPPO’s
was proud to Congratulations
share our experience
hereNew
in Oreand successes. I found it encouraging just
gon.”
knowing no matter what level of government,
Sarah Roth, OPBC, OR Secretary of State
city, county, state, we have many things in common.”
“I was able to attend several professional develLillie Gray, CPPB, OR Department of Education
opment workshops and presentations which gave
me a lot to think about and have proven benefi“I also had the opportunity to co-present a traincial in my daily work efforts as a purchasing pro- ing session and would highly encourage other
fessional. I also participated in a Forum presenta- OPPA members to take advantage of the opportion on eCommerce and had a lot of fun doing
tunity to share how we do things here in Oreso. Overall, Forum was a great experience this
gon.”
Barry Zimmerman, CPPB, Multnomah County
year. I highly recommend that my fellow members take advantage of all that OPPA has to offer.”
Travis Allison, Portland Public Schools
BOILERPLATE
PAGE
7
DAS Wins Cronin Award for
Procurement Excellence
The National Association of State Procurement Officials (NASPO) honored three innovative state
procurement programs with the George Cronin Award for Procurement Excellence at its Annual
Conference on September 11 in Louisville, KY. Criteria for judging submissions included innovation,
transferability, service improvement, and demonstrable cost reduction. Submissions from Arizona,
Oregon, and Texas received top honors this year.
For Oregon, this was their second year in a row to be chosen as the Gold Cronin Award winner. The
winning program was Oregon's Statewide Fleet Program, ‘Direct Dealership Price Agreements'. The
state's procurement team collected the necessary data to perform cost and price analysis that allowed
them to target the appropriate areas for negotiation to reduce costs in the Statewide Fleet Program .
The George Cronin Award for Procurement Excellence is recognized as a premier achievement for
innovative public procurement and pays homage to a founder and the first president of NASPO,
George J. Cronin. Since 1985, the Cronin Awards have recognized ground-breaking state procurement
programs and promoted the sharing of ideas between states.
Congratulations to the DAS staff .
Source: National Association of Procurement Professional’s Website: http://www.naspo.org/content.cfm/id/cronin_award
The Importance of Sharing
Have you or, a member of your staff, been honored for your performance at the workplace? Has your
entity received recognition for their contributions to public procurement? What about members who
tirelessly donate their time and resources to help those less fortunate achieve their dreams?
We at the Boilerplate know there are numerous OPPA members, and member entities, that have
received awards and recognition for meeting the challenges inherent with the complexities of public
procurement. There’s no doubt many of you are involved in your communities and work with charitable
organizations.
Unfortunately, without your help we can’t share this information with our membership. This is
a call for information; allow us share the wonderful accomplishments made by our members.
Sharing this information is a great way to encourage networking opportunities with your colleagues.
Often times reading about someone else’s accomplishments challenges you to step-up or exposes you to
opportunities you had no idea existed. Did you know there was an award for something you have done
or do everyday? Perhaps all you needed to do was fill out an application and you or your entity could
have received the recognition you have worked diligently to earn.
We look forward to recognizing the amazing contributions our members have made, stories about the
many lives they’ve helped change, and the impact they have on their communities.
Please contact the Newsletter Committee Chair, Toby Giddings, or the Boilerplate Editor, Kevin
Walther, if you are willing to share your accomplishments. If you’re aware of another member ,or entity,
who deserves recognition, let us know and we will contact them so you won’t have to provide all of the
information.
Thank you in advance for providing this valuable and inspiring information.
BOILERPLATE
PAGE
8
Forum Keynote Speakers
We would strongly encourage anyone who didn’t attend the Forum in Seattle to take a few moments
and look up these speakers. They were very inspirational and knowledgeable. Enjoy!
Vernice "FlyGirl" Armour
Who Needs a Runway?
How to Take Off From Where You
Are and Go From Zero to Breakthrough
Ed Brodow
Negotiating in Turbulent Times
Mark Scharenbroich, CSP, CPAE
Nice Bike: Making Meaningful
Connections on the Road of Life
Gina Schreck
Exploring the New Social
Frontier
Synapse Connecting
Robyn Benincasa
Ordinary People, Extraordinary
Results: The 8 Essential Elements of
Human Synergy
View the Eco Challenge
Joel Cherkis, General Manager
Government and Security
Microsoft Corporation Worldwide Public Sector
High Performance Government:
The Next Generation of Computing
David Rabiner
Obstacles to Leadership
BOILERPLATE
PAGE
9
2012 NIGP Forum Photo Chronicle
BOILERPLATE
PAGE
10
Our Newest Members
Congratulations to OPPA’s newest members. We wish you well and look forward to meeting your professional needs.
Kimberly Leeker, Procurement & Contracts Specialist
OR Department of Administrative Services
Amy Howell, Buyer
University of Oregon
OPPA Fall Conference
November 1 & 2, 2012
Linda Law, Procurement & Contracts Assistant
OR Department of Administrative Services
Kimberley Hankins, Procurement Analyst
OR Department of Administrative Services
Hamrawit Gebretsadik, Workforce Development Coordinator
Home Forward
Kristi Bowman, Procurement & Contracts Specialist 1
OR Community Colleges and Workforce Development
Mary Talentinow, Contract Administrator III
TriMet
Cindy MacDonald, Procurement Contract Administrator
City of Prineville
Oregon Public Purchasing
Association
PMB 430
1118 Lancaster DR NE
Salem, OR 97301-2933
[email protected]
We’re on the Web
oppaweb.org
Visit Us On
Watch for Us on Wikipedia
OPPA is proud Chapter of NIGP-The Institute for Public Procurement
Training & Networking Corner
2012/13 Schedule
Course/Event
Location
Instructor
October 29, 2012
Legal Aspects of Public Procurement
Wilsonville, OR
Don A. Hicks, CPPO, CPPB, ARM
November 1 & 2, 2012
OPPA Fall Conference
Gleneden, OR
Various
December 10, 2012
Introduction to Public Procurement
Wilsonville, OR
Robin J. Rickard, CPPO, OPBC
January 7, 2013
Developing and Managing RFP’s in the Public Sector
Wilsonville, OR
Elizabeth Lowe, CPPB
January 24 (tentative),
2013
OPPA Workshop
(Scholarship Event—100 OPPA Members Free)
Salem, OR
Various
February 5, 2013
Strategic Procurement Planning
Salem, OR
Edward Pabor, CPPO, CDT, C.P.M.
April 3, 2013
CPPB Prep
Wilsonville, OR
Robin J. Rickard, CPPO, OPBC
March 2013
National Purchasing Month
Statewide
N/A
None of the opinions expressed by OPPA’s board or its members should be considered as legal advice or counsel. OPPA disclaims all warranties with regard
to information published in the newsletter, whether submitted by OPPA or any third party.
Boilerplate Editor: P. Kevin Walther, CPPB, 503.365.4794, [email protected]
BOILERPLATE