arizona state capitol chapter of nigp october 26, 2017 ...€¦ · 2017 regional conference and...

Arizona State Capitol Chapter of NIGP October 26, 2017 2017 Regional Conference and Vendor Expo Phoenix Convention Center – South Building

TIME DESCRIPTION ROOM 155 ROOM 156 ROOM 157 ROOM 158-159 7:00 – 8:00 AM Truth, Justice and the Purchasing Way!

Registration in Main Hall / Continental Breakfast in Classroom Hallway (Coffee service for Vendors in Exhibit Area, Hall F)

8:00 – 9:00 AM Faster than an airplane, more powerful than a locomotive, able to leap tall buildings in a single bound! Procurement Consultant, Certified Coach, Teacher and Speaker – Lourdes Coss (Rooms 150-154)

Please be courteous to our plenary speaker and be on time.

Attendees will receive an extra “bonus” ticket towards our Grand Prize Giveaway 9:00 – 9:55 AM Avengers assemble! – Grand Opening of Super Hero Vendor Expo – Hall F

(please take the time to support our vendors throughout the entire day)

10:00 – 10:50 AM SUPER HERO VENDOR EXPO (open all day)

Shazam! – Scott Patterson – Reverse Auction 101

Flame on! – Edith Baltierrez, Mike Cassidy, and Eric Bailey – Optimizing your team through intentional efforts to improve diversity and inclusion

My Spidey-Sense is tingling – Patrick Ibarra – Six Ways to Engineer Employee Engagement

Purchasing powers unite! – Marcheta Gillespie – Collaborating to improve the Procurement Profession

11:00 – 11:50 AM SUPER HERO VENDOR EXPO (open all day)

Up, up, and away! – Lourdes Coss – Financial Analysis for Procurement Professionals

Yo Joe! – NIGP Business Council – 2017 White Paper: The Supplier-Practitioner Connection

Here We Come to Save the Day! – NCPA – Job Order Contracting (JOC) Excellence and Performance Study

Purchasing powers activate! – Tammy Rimes – What is your Super Power?


12:00 – 1:00 PM Your friendly neighborhood Purchasing Team! – Luncheon / Business Meeting – Rooms 150-154

TIME DESCRIPTION ROOM 155 ROOM 156 ROOM 157 ROOM 158-159 1:15 – 2:10 PM SUPER HERO

VENDOR EXPO (open all day)

Great Scott! – Lourdes Coss – Managing Vendor Communications

Hi ho Purchasing, away! – Jean Clark – Procurement Transformation Progression

We have the power! – Peggy Ferrin – Body Language in Business/Negotiations

Purchasing powers activate! – Tammy Rimes – Are you ready for the future?

2:15 – 2:55 PM Sweet Christmas! – Afternoon Break / Snack – Exhibit Area Hall F (Super Hero Vendor Expo)

3:00 – 3: 55 PM SUPER HERO VENDOR EXPO (open all day)

Cowabunga! - Conversations that Connect – Cities

Cowabunga! - Conversations that Connect – Counties

Cowabunga! - Conversations that Connect – Schools

Cowabunga! - Conversations that Connect - States

4:00 – 4:45 PM It’s clobberin’ time! – Closing / Grand Prize Raffle (Rooms 150-154)


Opening Plenary Speaker – Lourdes Coss, MPA, CPPO Certified Coach, Teacher and Speaker

Lourdes Coss, MPA, CPPO - Maria de Lourdes Coss is an author, coach, trainer, speaker, and an accomplished procurement professional with over 27 years of procurement experience. She held executive leadership positions in major public organizations. As a visionary and change agent, she successfully led transformations resulting in substantial cost savings, operational efficiencies, legislative changes, automation, and enhanced staff performance. Lourdes authored several public policies and legislative changes, many of which were institutionalized; and is the author of Procurement Methods: Effective Techniques.

Lourdes also held positions in various Boards regarding energy, green procurement, minority and women business participation, and NIGP. She graduated magna cum laude from the University of Puerto Rico and received her MPA from Florida State

University. She is also a Certified Public Procurement Officer and a John C. Maxwell Team certified Coach, Teacher, Speaker, and Trainer.

Opening Session Topic: “The Super Hero in You”

Crisis averted! You saved the day! …but are you feeling like a super hero? Get out your cape and get ready to feel like one as we embark on the search for that super hero in you. The journey begins within you…

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Scott Patterson, COO – Electronic Auction Services, Inc. (EASi)

As Chief Operating Officer at Electronic Auction Services, Inc. (EASi), Mr. Patterson and his team provide support in the preparation, consultation and execution of reverse auction services. As an accomplished project manager for large scale and process improvement projects, Mr. Patterson’s team is responsible for collaborating with the Bid/Relationship Manager and buying agency’s bid stakeholders on the technical and analysis aspects of each reverse auction. Mr. Patterson has personally managed hundreds of successful reverse auctions for EASi. Scott holds a Bachelors of Science degree from Kent State with minors in Economics, Mathematics, Chemistry, Physics, and Sociology and CrossFit’s regularly.

Session Topic: Reverse Auction 101

Come learn and see how government/public agencies can implement a multi-phase procurement process to deliver savings. ___________________________________________________________________________________________________________________________________

Edith Baltierrez, Mike Cassidy, and Eric Bailey – City of Surprise

Edith Baltierrez is an Executive Management Analyst in the City Manager’s Office with the City of Surprise. Edith has the privilege of providing direct support to the Mayor, City Council, Boards and Commissions, City Manager’s Office and all city departments on an array of special projects and initiatives focused on the evolvement of our vibrant and growing community. She has also established a Women Leading Government Program with a mission to develop a culture of inclusivity where diverse groups of people are empowered to define and achieve professional and personal success, and that fosters the advancement of women at work. Edith comes to Surprise from the City of Phoenix where she spent time in the City Manager’s Office, Budget and Research Department and the Public Works Department over a span of six years, including serving several management roles during her time with the Public Works Department. She was also instrumental in developing and implementing the Public Works

Department Women’s Leadership Program that provided a network of support, career development tools and leadership opportunities for its participants. She holds a Master of Public Administration, concentration in Urban Management, and a Bachelor of Science, Global Business from Arizona State University. She is the proud mother of a 10 year old daughter, 11 year old son and a 19 year old daughter who is a sophomore at the University of Arizona.


Mike Cassidy is a Positive Youth Development professional who specializes in designing and delivering teen programming focused on community engagement, leadership, and academic and technical skill-building. He has a wide range of experience working in a variety of settings with a diverse range of youth populations. He was formerly the Executive Director of Dysart Community Center in El Mirage, AZ and now serves as the Youth Services Administrator for the City of Surprise. Mike graduated from Arizona State University with a BA in History and an MA in Social Justice and Human Rights with focus on race and immigration. He has been engaged in local community organizing work for many years and has been invited to facilitate workshops and deliver lectures on various justice issues at Arizona State University, Northern Arizona University, and elsewhere. He currently resides in Phoenix with his partner and two children.

President of Bailey Strategic Innovation Group, Eric Bailey, MLOD, has a diverse set of experiences that includes helping Larry Fitzgerald pet a rhinoceros, teaching young children to ski, jumping out of an airplane with his wife, chatting with LL Cool J on the campus of Harvard University, and more.

As the President of Bailey Strategic Innovation Group, Eric helps leaders and teams unlock their potential by identifying perceived barriers or obstacles, and see them from different perspectives. Eric knows that leadership can come from anywhere and as such, works with leaders at all levels, from the front-line to the C-suite, and enjoys the moment when a

manager empowers an employee to make a bold change for the first time.

Through keynote presentations, group facilitation, strategic planning, team dynamics, individual coaching, and writing, Eric has a unique ability to communicate seemingly complex concepts in easy-to-comprehend ways. Eric works with clients across North America in various fields including: local governments, city councils, healthcare/pharma, information technology, finance, retail, biotechnology, and non-profit/conservation.

Eric has a Master’s Degree in Leadership and Organizational Development from Saint Louis University and a lifetime learner of human and organizational behavior. Eric has a Bachelor’s degree from Arizona State University Polytechnic. His area of focus was Graphic Information Technology, a blend of art and engineering. Eric has a passion for digital design and has done work in video production, web development, and motion graphics. When not working or studying, Eric enjoys road cycling with his wife and three children. Eric is currently based in Phoenix, AZ.


Session Topic: Optimizing your team through intentional efforts to improve diversity and inclusion

The purchasing profession must attract and cultivate a diverse and talented group of individuals dedicated to the highest ideals of procurement. Join this session to explore strategies and techniques for building a culturally diverse profession and staff that reflect those they serve. ___________________________________________________________________________________________________________________________________

Patrick Ibarra with The Mejorando Group

As Co-Founder and Partner in the Mejorando Group, Patrick Ibarra is an architect of innovation and entrepreneur of ideas who seeks to challenge the status quo thinking of “we’ve always done it that way” and replace it with a progressive approach to continuous improvement. Patrick brings organizations over 31 years of experience and in-depth expertise from serving as a Consultant and Manager in both public and private sector organizations, including as a city manager.

Patrick is one of the nation’s leading experts on government succession and workforce planning and has designed and implemented organization-wide programs for a number of public-sector agencies. He also is highly skilled in partnering with elected and appointed officials in developing forward-looking results based strategic plans, designing and presenting competency-based learning/training workshops for employees from all levels throughout your organization, and creating

and implementing integrated solutions to optimize people, processes and technology to achieve superior performance.

Patrick holds two advanced degrees, a Master’s in Public Administration and a Masters in Organizational Development. He is certified in Facilitation Skills by Development Dimensions International (DDI) and by the Center for Creative Leadership for assessment and performance support tools (i.e. 360-Degree Assessments).

A frequent speaker at conferences of professions within government including ICMA, NLC, GFOA, along with several others, Patrick shares practical strategies to leaders in their pursuit to move their organization forward in all directions. He also authors articles offering specific actions government leaders and managers can implement to immediately improve organizational performance.

http://gettingbetterallthetime.com/government-succession-planning/

http://gettingbetterallthetime.com/resources/

http://gettingbetterallthetime.com/resources/


Session Topic: Six Ways to Engineer Employee Engagement

According to the latest Gallup report on government workers' engagement, a median of only 29 percent of them are engaged at work. Disengaged employees stay for what they get from the organization. Engaged workers stay for what they can give. While high employee engagement doesn’t guarantee high organizational performance, there is a strong linkage: an engaged workforce increases innovation, productivity and overall effectiveness. In this session, six actions are shared that organizational leaders can implement immediately to improve employee engagement. ___________________________________________________________________________________________________________________________________

Marcheta E. Gillespie, CPPO, C.P.M., CPPB, CPM Director of Procurement – City of Tucson

Marcheta E. Gillespie, CPPO, CPPB, C.P.M., CPM, is the Director for the City of Tucson's Department of Procurement. With over 25 years of experience in public procurement, Marcheta is a passionate advocate for her profession. Her areas of expertise include organizational leadership, strategic planning, public sector contracting, project management, program development, marketing, cooperative procurement, training and public speaking.

Marcheta currently serves as the Chair of the UPPCC Governing Board. She was the 2013-2014 President of NIGP - The Institute for Public Procurement, and served on the Board of Directors for 10 years. She was the first Chair of the NIGP Talent Council and Chair of the NIGP 2.0 Task Force, an historic project of governance model transformation. She has also chaired the NIGP Task Force for the Values & Guiding Principles Initiative, the NIGP Forum Committee and the NIGP

Governance Committee. She has been an active leader and member of the NIGP Southern Arizona Copper Chapter since 1991.

Marcheta has spoken and trained at hundreds of international, national, regional and local conferences and events. She is an NIGP Master Certified Instructor and has developed numerous training programs as well as written for national procurement publications. Marcheta owns MG Procurement Consulting, LLC, serving as a professional consultant on numerous agency projects. In 2009, Marcheta was selected as the NIGP Copper Chapter Manager of the Year.

Session Topic: Collaborating to improve the Procurement Profession

Purchasing powers unite! How can us procurement professionals collaborate to improve the profession? What are we doing now, what can we do in the future, how can someone get involved? How can we collaborate with our customers? Marcheta will tell how the City of Tucson is using the Six


Sigma approach to transform business services and discuss how other procurement organizations, such as, UPPCC, NASPO, and NIGP are collaborating to improve the profession.

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Lourdes Coss, MPA, CPPO Certified Coach, Teacher and Speaker

Session Topic: Financial Analysis for Procurement Professionals

Who reviews the financial statements that you requested in the proposal? Reviewing financial statements should not make you break into a cold sweat. Join us as we discuss relevant parts of the financial statements. Come prepared to participate in an exercise to help you understand the relevance of the financial analysis results to the project. Talk about the vendor’s financial condition with confidence.

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The NIGP Business Council – 2017 White Paper

Jean A. Clark, FNIGP, CPPO, C.P.M. CPPB, CPM – President, NIGP Code & Consulting Services, Periscope Holdings, Inc.

Jean A. Clark possesses over 30 years of public procurement experience at the state and local level, and is retired from the State of Arizona after serving almost 10 years as the State Procurement Administrator. In her current position as President of the NIGP Code and VP of Strategic Services, Jean’s primary responsibility includes management of the NIGP Code and Consulting programs with a focus on assisting government agencies in achieving a high performing procurement organization.

She is a Past President for the Arizona Capitol Chapter and Past President for the National Institute of Governmental Purchasing, Inc. (NIGP). She is also a Past President of the National Electronic Commerce Coordinating Council and Past Treasurer of the Universal Public Procurement Certification Council.


Over her career, Jean has received the prestigious National NIGP Buyer of the Year Award and is a twice earned recipient of the National NIGP Manager of the Year. Jean, while representing the State of Arizona, was the recipient of the NIGP 2011 Innovations in Public Procurement Award for ProcureAZ, the State’s eProcurement System.

In 2011 she was awarded NIGP’s Albert H. Hall Memorial Award, 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. Jean’s most recent public organization recognition was being named the 2012 Leader of Year for Government Public Policy.

Paula Sliefert, Senior Marketing Manager, The Toro Company

Paula Sliefert joined The Toro Company in 2007 and currently serves as senior marketing manager in the company’s Commercial Business. In her role, she has responsibility for supporting a number of Toro’s key industry relationships – in addition to helping develop and implement strategies targeted at growing the Sports Fields & Grounds market segments, which represents professional and collegiate sports, educational institutions, and government including federal, state and local entities. Additionally, Paula serves as Authorized Negotiator to GSA for The Toro Company (all Toro businesses).

Paula is a graduate of Simpson College with a bachelor’s degree in German and International Business and holds a master’s degree in German from Bowling Green State University. She studied and worked abroad in both Germany and Austria, having completed a work abroad program with Mercedes Benz, as well as having attended the University of Salzburg, Austria.

Marcheta E. Gillespie, Director of Procurement, City of Tucson James Foley, Deputy Director, Maricopa County Office of Procurement Services

Session Topic: The Supplier-Practitioner Connection: Adding Value to Procurement

Connect with The NIGP Business Council as they explain the various ways that suppliers can add value to every procurement, regardless of the procurement strategy an agency adopts. Whether the issue is sustainability, financial options, or socio-economic conditions, you will discover the benefits of how working with suppliers can help your procurement strategies lead to success.

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Charlie Bowers – Director of Education with National Cooperative Purchasing Alliance (NCPA)

Deborah Sandoval – Mohave Director of Outreach and Education and Industry Chair for The South West NCPA Chapter

As Director of Outreach and Education for Mohave Educational Services Cooperative, Deborah Sandoval is responsible for the development and management of our organizations outreach and education programs for members, vendors and potential vendors. Our department manages the Mohave website, creates brochures, produces needed informational material and meets face-to face with our members and vendors to ensure we are filling their needs. Joining the Mohave family has been amazing and extremely gratifying.

In addition to my duties at Mohave, I am also acting President of CJE (Center for Job Order Contracting Excellence) and Vendor Representative on the AASBO (Arizona Association of School Board Officials) Board. Both these positions allow me, not only opportunity for personal growth, but to assist others within the industries.

I was born and raised in a small suburb of Cleveland, Ohio. After graduation, I began moving south and west ending up in Phoenix in 1993. Most of my career has been spent in the foodservice arena either in sales or contract compliance.

Session Topic: Job Order Contracting (JOC) A LEAN Best Management Practice for Efficient Construction Project Delivery

In this session, you will learn what a JOC is, JOC Terms, JOC Experience, Types of JOC Projects, Benefits of a JOC, Steps in a Typical JOC Project and How Projects are Priced, and Keys to Success!

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Tammy Rimes, MPA – Author, Keynote Speaker and Procurement Consultant

Tammy Rimes is a dynamic, humorous motivational speaker and procurement trainer that delights audiences across the nation on leadership, marketing and sales, customer service, and living one’s passion. With a family horse ranch and winery, former Purchasing Agent for the City of San Diego, Tammy is quick with stories that invoke laughter, passion and great energy as she engages her audiences on topics that impact both their professional and personal lives. At conferences, she is rated as one of the top-ranked speakers with rave reviews. Her presentations combine 3 essential qualities: entertainment, information and motivation.

Session Topic: Wonder Woman or Super Man…what is your Super Power? Using magic bracelets to ward off harm and leaping over tall buildings…those are the powers of Wonder Woman and Superman. Purchasing has our superpowers too! Whether it’s helping Police and Fire during an emergency, taking care of a contract problem, handling a special request from the Mayor’s office, or juggling multiple responsibilities…we all wear an “invisible cape” of skill sets. Discover how we can use those one or two talents that we each possess into becoming masterful in better serving our agency. Feats of amazing accomplishments are not just for the movies…they happen in government procurement offices every day!

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Lourdes Coss, MPA, CPPO Certified Coach, Teacher and Speaker

Session Topic: Managing Vendor Communications

Do you know when… why… and what to communicate with vendors? There are many policies that may move you away from having not only having effective communication with vendors, but getting the most out of those interactions. This workshop presents how your agency may obtain valuable market insight for your agency’s benefit without crossing the line. Come prepared to engage in this interactive workshop.

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Jean A. Clark, FNIGP, CPPO, C.P.M. CPPB, CPM – President, NIGP Code & Consulting Services, Periscope Holdings, Inc.

Session Topic: Procurement Transformation Progression

Where is your organization on its journey in becoming a high performing organization? Explore the key elements for a high- performance organization and explore a roadmap for continued movement and progression.

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Peggy Ferrin, CPPB – Purchasing Director, Tempe Union High School District

Ms. Ferrin has over 29 years of purchasing experience and 14 years in governmental contracting for public agencies. Her experience includes, Private industry, School Districts, Higher education (ASU), City of Peoria, Arizona, Health Care System (Maricopa Integrated Health System), and now she supports the Tempe Union High School District as the Director of Purchasing and Warehouse. Her expertise is in complex Governmental Procurement including all aspect of Construction, purchased services and commodities.

Currently Ms. Ferrin is an Assistant NIGP Consultant and enjoys working with others to grow the knowledge base of Governmental Procurement. She has served the local Arizona Capitol Chapter of NIGP as Secretary, Treasurer, Vice President, and Past President and the National Institute as Marketing/Communications Vice Chair, Research committee as a member and currently is our Area 9 Ambassador.

Session Topic: Body Language in Business/Negotiations

In the complex world of good and evil there is always the need to be ahead of the game. Superhero’s don’t give away their tactics, so join me in this fun session to learn what your body language is saying and how to read the villains. In this session learn how to support your own hero’s by learning the latest nonverbal body language tactics and strategies, for example, what is your handshake telling, how to know if someone remembers you, if they are telling the truth or just trying to take control. Learn some fun facts to make your next staff meeting more interesting. Don’t be the one to hinder Spiderman’s ability to fly. Join me on an adventure to intensify and practice your body reading skills.

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Tammy Rimes, MPA – Author, Keynote Speaker and Procurement Consultant

Session Topic: Changes on the Horizon…Are you ready for the Future? With changing political scenes, referendums, growth in cooperative procurement and ever-changing technology and automation, purchasing teams almost need a crystal ball to decipher the future. Discover tools to help you keep up with the learning curve and resources that might be available to your team. Hear true stories on how innovative purchasing teams are handling new incoming challenges and real trends across the nation.

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Conversations that Connect – Cities

Session Topic: Blend your skills, knowledge and experience and connect with your colleagues to discuss current issues, problems, best practices, and hot topics.

Expert panel to include: Matt Bauer, Procurement Administrator, City of Mesa Michael Greene, Procurement Administrator, City of Tempe Dan Zenko, Materials Manager, City of Peoria Doug Boyer, Purchasing Administrator, Town of Gilbert

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Conversations that Connect – Counties


Expert panel to include: Joey Molina, Procurement Supervisor, Maricopa County Office of Procurement Services Becky O’Brien, Procurement Director, Mohave County Scott Richardson, Purchasing Manager, Coconino County

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Conversations that Connect – Schools


Expert panel to include:

Bobby Williams, Purchasing Administrator, Buckeye Elementary School District #33 Laura Szymanoski, Purchasing Administrator, Dysart Unified School District Gary Barkman, Procurement Specialist Supervisor, Mesa Unified School District Peggy Ferrin, Purchasing Director, Tempe Union High School District ___________________________________________________________________________________________________________________________________


Conversations that Connect – States


Expert panel to include: Barbara Corella, Chief Procurement Officer, Arizona Department of Child Safety Teena Ziegler, Chief Procurement Officer, Arizona Department of Environmental Quality

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arizona state capitol chapter of nigp october 26, 2017 ...€¦ · 2017 regional conference and...

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