C-BAR Discussion

Rich Bayley, CPIM, CPSM, CIPCExecutive VP, Central Indiana Chapter

Great Lakes District Meeting

May 2014

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C-BAR Discussion May 2014Agenda:• What do we want from this discussion• Brief Overview of CPA & C-BAR• Suggestions for Ongoing Management of C-BAR• Open discussion of participant needs.

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C-BAR Discussion May 2014

What do we want from this discussion?• Suggestions to better manage the process?• Discussion/clarification on questions?•

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C-BAR Discussion May 2014CPA Requirements Overview:• Section formerly known as Chapter Minimum

Standards • This area is mandatory for all chapters• Consists of 16 Questions over 6 sections (focus)• Customer Expectations (2)• Communications (2)• Professional Development Events (1)• Education (2)• APICS Participation (8)• Financial Responsibility (1)

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C-BAR Discussion May 2014C-BAR Submission Overview:• This Section is optional, but strongly recommended • Consists of 67 Questions over 10 sections

a. Customer Expectations / Marketing – 55 Points (6 questions)b. Communications – 45 Points (5 questions)c. Professional Development Events – 40 Points (6 questions)d. Education – 60 Points (6 questions)e. APICS Participation/External Support – 60 Points (6 questions)f. Financial Responsibility – 25 Points (4 questions)g. Membership – 35 Points (4 questions)h. Chapter Management – 75 Points (9 questions)i. Student Chapters/Other Organizations – 100 Points (16 questions)j. Narrative & Innovations – 30 Points (5 questions)

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C-BAR Discussion May 2014C-BAR Submission Overview:Documentation Required (If you claim points for these sections, documentation is required)

Marketing Plan (Sub-Sections A-1, I-11, I-12) Corrective action plan included in narrative for not meeting

PDM attendance goal (Sub-Section C-3) APICS certifications on the chapter website (Sub-Section D-6) Planned vs. Actual Year-end Budget Report (Sub-Section F-1) Strategic Plan (Sub-Sections H-1, I-11, I-12) Chapter Metrics (Sub-Section H-4) Narrative Document (Sub-Section J, questions 1-4) Innovations Document (Sub-Section J, question 5)

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C-BAR Discussion May 2014C-BAR Submission Overview:• 525 Possible Points• 150 minimum for Bronze Award• 235 minimum for Silver Award• 345 minimum for Gold Award

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C-BAR Discussion May 2014Suggestions for Ongoing Management of C-BAR• Bad Idea: Don’t even attempt to fill out Section #2 (C-BAR) • Bad Idea: Wait until June to gather information for the

submission.• Good Idea: Start filling out the form & keeping

documentation in August• Good Idea: Make monthly inputs to the submission. • Bad Idea: Only use C-BAR for the awards.• Bad Idea: Assign one person to work independently on C-

BAR.• Good Idea: Assign each section or question to a board

member.• Good Idea: Make C-BAR part of Board Member’s Monthly

Report

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C-BAR Discussion May 2014 .

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C-BAR Discussion May 2014Open discussion of participant needs.