okc september 2014 ism purchasing pipeline newsletter€¦ · collectivesun, a san diego-based...

The Purchasing Pipeline National Association of Purchasing Management

®

I N S I D E T H I S

I S S U E :

Presidents Pen 2

Membership Report /

Upcoming Events

3

Upcoming ISM Seminars 4

August Social at the

Oklahoma City Museum

of Art Pics

5

Map to Regional Food

Bank of Oklahoma

7

This Platform Helps

Nonprofits Pay For Solar

Power

8-9

How Do Leaders Meas-

ure Up?

10-11

2014-2015 Board of

Directors

12

Who Do We Represent 13

September Meeting Info 14

Programs Corner 6

N . A . P . M . – O K C , I N C .

A F F I L I A T E D W I T H

T H E I N S T I T U T E F O R

S U P P L Y

M A N A G E M E N T ™

September 2014

ISM N.A.P.M OKC Meeting

Wednesday, September 10th

NAPM-OKC September Volunteer Event

5:30 PM - 8:00 PM

Location:

Regional Food Bank of Oklahoma

3355 S Purdue Ave, Oklahoma City, OK 73137

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T H E P U R C H A S I N G P I P E L I N E

The President’s Pen Happy September! I’m always excited for this month, specifically since it’s my birthday month (shout out to all you other September born people)! There are also other good things to account for this month, like nice weather, football, the State Fair, and of course, helping others in our community.

This month’s meeting is a vol-unteer opportunity at the Regional Food Bank. I’m glad we have the chance to work with them at least once a year so we can help fight the problem of hunger we have in this state. One in four children in Oklahoma struggles with hunger, but just $1 donated can provide five meals from the Regional Food Bank. How great is it that we have a place we can give our time to so they can help provide for others in our state?

I hope you continue to keep in mind our continued theme for this year of reaching out to current and potential members. We always want to see returning and new faces among our group, and hope to

bring our participation numbers up to a record amount! We cannot do it with-out you, though, so join us this month to make even more connections and keep NAPM-OKC strong!

Have a great September!

Elizabeth Jones

NAPM-OKC President

“Our affiliate exists to provide value to Oklahoma’s economy and our member-ship by: educating and developing our members; enhancing our employer’s operations; and advancing the supply management profession.” ISM National Membership, July 31, 2014 46,540 N.A.P.M.-OKC Membership, September 3, 2014 217

Changes: Please let us know if you have changed jobs, addresses, or e-mail addresses, so we can keep our local roster current. Since “The Purchasing Pipeline” and other notices are sent to you by e-mail, this is very important, because you might miss out on an up-coming event. We will inform ISM of the change. We would also like to know if you have re-ceived your CPSM, C.P.M. or A.P.P. certi-fication, so we can congratulate you in “The Purchasing Pipeline.”

C.P.S.M., C.P.M. & A.P.P. Report N.A.P.M.-OKC Membership C.P.S.M.’s – Sept. 3, 2014 11 (5.07%) N.A.P.M.-OKC Membership C.P.M.’s – Sept. 3, 2014 32 (14.75%) N.A.P.M.-OKC Membership A.P.P.’s – Sept. 3, 2014 5 (2.3%) Donna Dolezel, Membership Director, 886-3293, [email protected] Christy Sorrels, Membership Vice-Chair, 671-2116, [email protected]

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Supply Management . Maximiz ing Opportuni t ies . Managing Risk

September 2014 Membership

Upcoming Events

September 10th – 6 -8 pm Regional Food Bank * VOLUNTEER EVENT* -

please note this event is on a WEDNESDAY to accommodate the Food Bank’s schedule. Sign-up sheets will be available at the AUGUST meeting and also online closer to the date.

October – Plant tour Cargill Food

November – Location and Speaker - TBD Speaker series with a Coat drive for the Infant Crisis center

December – HOLIDAY Party! * Sneak Peak * - New fun location to be revealed soon!!!

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Upcoming ISM Conferences and Events Below is the list of ISM Conferences and Events:

For seminar details, please call the ISM Customer Service Department at 800/888-6276 or 480/752-6276, extension 401, or visit the ISM Web site at www.ism.ws and select Education

2014-2015

Conference Date Location

Contracting for Purchasing and Supply Man-agement: Beyond the Basics

September 15 - 16, 2014 Baltimore, MD

Effective Supply Management: Analytical Techniques for Decision Making

September 17 - 19, 2014 Atlanta, GA

CPO in the Making Workshop Fall 2014 Tempe, AZ

ISM Indirect Procurement Conference December 3-4, 2014 Phoenix, AZ

ISM2015 International Supply Management Conference

May 3-6, 2015 Phoenix, AZ

P A G E 5 Supply Management . Maximiz ing Opportuni t ies . Managing Risk

August Social at the Oklahoma City Museum of Art Pics!

Below: Current President - Elizabeth Jones and Programs Chair - Aparna Popley and Current PR Vice Chair - Parker Malone celebrating his recent successful vote into the office as PR Vice Chair with Stefanie Jones (past President) and Elizabeth Jones (current President).

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Hello fellow NAPM - OKC members! Last month was our NAPM Social at the OKC Museum of Art. We were so happy to see a number of members come out and bring guests! We hope to repeat the event every year and hope to have a great turn out!

For those of you that missed it, the highlight of the evening was definitely the "mixer activity" planned by Cole Werner - Programs Vice Chair. The goal was to go talk to someone who you had never talked to before and learn 3 new things about them! After the time was up, it sparked a little chain reaction of "introducing" the people you had met to the group which definitely sparked some interesting conversations - we had a member who had gone para-sailing (yikes), a member who was a grandmother and a traveling babysitter (she verified that she only did that for her grandkids though, she was

not for hire), an avid pool player, a few dotting parents of young children who were enduring some sleepless nights (boy, can I relate) - all in all, just really getting to know each other.....which brings me to the theme for this year. As a board, we met in July for our planning meeting and our goal this

year is to ENGAGE and INVOLVE our member base.

We have a number of you that are "members" but we don’t get to see very often. Our goal this year is to really get you absent members back in our meetings, factory tours, mixers! We want to meet you, get to know you and NAPM - OKC wants to be your resource as you go through career changes, pursue different certifications and also as you try to understand global trends and challenges affect-ing other Supply Chain professionals.

Please feel free to reach out to us on things us to include as Speaker topics, course work etc. We are in the process of planning for a successful 2014- 2015 and we cannot be successful unless we fulfil your needs.

With that being said, thank you for everyone who helped make the August Mixer a success. A special shout out to my Program team that is just so awesome - Cole Werner and Jason Walker - these guys always have so many great ideas, we are something really sad that we only have 12 months in a year to plan events!

See you all in September! We will be volunteering as a group at the Regional Food Bank of Oklahoma! If you did not get a chance to sign up at the Mixer, please see below for details on how to sign up. Programs Chair - Aparna Popley

Programs Corner

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Map to Regional Food Bank of Oklahoma



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Small nonprofits have a notoriously hard time financing solar power projects. Now CollectiveSun, a San Diego-based startup, has a plan for making it easier to find funding.

Why the problem? Basically, churches, schools and other such places may have a heap of assets. But they can’t take advantage of most of the federal and state tax incentives for solar power, thanks to their tax exempt status and lack of tax liability.

What’s more, because they’re small, the projects they need to finance are similarly modest in size. Plus they’re riskier bets than large nonprofits, like universities. So banks and other financial institutions tend to avoid giving loans to these organizations. (Think about it: a church defaults on a loan and the bank has to foreclose on the property. Can you spell public relations nightmare)?

About two years ago, Lee Barken, an accountant and LEED-certified professional , came up with a solution. He would create a company offering a platform and marketplace for nonprofits, investors and solar installers, aggregating investments to help fund small solar projects in the $50,000 to $1 million range. Then, the business could use the money to Install solar systems and sell power at a discount through a power purchase agreement (PPA).

In case you don’t know, a solar power PPA is a contract through which a developer takes care of everything from financing to installation and more on a customer’s property at a discount or at no cost. The developer then sells the power to the customer and receives not only money from the arrangement, but also, since it’s not a nonprofit, any tax credits that exist. “It’s like buying the milk instead of the cow,” says Barken.

(Small businesses also have trouble getting financing, because they’re not lucrative enough for banks to go through all the labor-intensive due diligence and paperwork, a problem that BlocPower, another solar-power social enterprise that I recently wrote about, seeks to address).

Investors, who are paid back in annual payments over ten years, are meant to come from the nonprofit’s community–not big honchos, but people who care about the organization and are willing to make small investments of as little as $25. “This is only possible if the community steps forward to back the project,” says Barken. To make sure that happens, CollectiveSun also does a lot of behind the scenes work, helping with marketing campaigns and the like.

By doing so, Barken figures the nonprofits will be able to save on energy expenses and, ultimately, have more money to spend on their mission. What’s more, they also can boost community involvement–a lot more than by, say, sending out a letter asking for donations. Still, this isn’t risk-free. If the nonprofit were to default, then investors would lose their money.

Barken got the idea when he was working on industrial renewable energy projects. It just

This Platform Helps Nonprofits Pay For Solar


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didn’t make sense that the only way small nonprofits could convert to solar power was to spend more money on their electricity than before. “I got more and more frustrated that nonprofits were being left out,” he says. “The tax benefits–that’s the ball game, the difference between a cost-effective and non cost-effective project.”

For the first 10 years, CollectiveSun or a designated third party own the solar equipment. About half of the investment is paid back after the first year, since Barken expects many investors won’t be the usual suspects, but rather will include a mix of income levels. After ten years, the nonprofit can buy it through a four-year arrangement with a fixed rate.

Money from such a sale is where CollectiveSun will make the most in revenues, according to Barken. It also charges installers a 3% origination fee and investors a .2% servicing fee.

It took Barken a good two years struggling with legal and accounting complexities before he could officially get the social enterprise approved. Last December, CollectiveSun launched its first pilot for TERI, an Oceanside, Cal., nonprofit that, among other services, operates residential housing for developmentally disabled adults. They raised about $44,500 from about 27 investments from $25 to $10,000 and are in the process of a second pilot.

Now, Barken has about 30 proposals from other nonprofits in the pipeline. “There are a lot of nonprofits out there,” he says.

(Solar Power Plant (Photo credit: Wikipedia)

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There is a constant demand for strong, solid leadership in organizations today. Effective leader-ship can be the key to business success both now and in the future. That is why it's im-portant for organizations to identify and encourage future leaders, as well as to take the next logical step of measuring and monitoring leadership.

While there are many definitions of leadership, most leaders fall within two categories — the visionary leader and the relationship builder. Visionary leadership focuses on setting direction and identifying the long-term goals of an organization. Relationship building focuses on motivating and engaging employees.

Visionary leadership is essential, particularly in times of uncertainty or change. A visionary l eader uses directive behavior, meaning he or she is adept at allocating tasks, setting dead-lines, establishing high standards and demanding results. As a relationship builder, an effective leader needs good communication skills and the ability to keep employees engaged. Of course, the ideal leader is a visionary who can build relationships.

It is one thing to know the attributes of a good leader and to be able to identify leadership potential, but it also is important to be able to measure leadership.

Quantitative Leadership Measurements

When discussing measurement, the focus is usually on quantitative metrics. Most organizations use some kind of performance appraisal system — where employees are ranked on a scale between exceptional and poor performance. The following are two common quantitative measurement methods.

Forced distribution. Some organizations use forced distribution on a basis of 20 percent/70 percent/10 percent, where the top 20 percent of performers are regarded as "talent" and the bottom 10 percent must either improve or move out of the organization. The forced distribution is usually based on annual performance review ratings, often on a scale of one to four.

For example, if four is on the low end of the rating scale, the performance of an employee with a four rating would be considered below the acceptable standard, and the performance of an employee with a rating of one or two would be regarded as high potential. Unfortunately, the 70 percent who fall into the middle ranking are often overlooked.

Smart organizations, however, will realize that with proper coaching and business/personal development courses, those employees in the middle range can improve and move up in their performance review ratings. By paying attention to those employees in the middle, organizations can begin building a talent pipeline. On the other hand, high-potential employees can benefit from special assignments that allow them to develop the breadth and depth of their expertise and prepare them for more strategic roles.

How Do Leaders Measure Up?


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Nine-box grid. Other organizations use a nine-box grid with two dimensions — performance and potential — for measuring future leaders in an organization (see the grid to the right). While performance can be easily measured against objectives, potential is more difficult to define and judge. By building on an employee's competence and commitment, potential can be assessed on the basis of agility in three domains — emotional intelligence, strategic thinking and openness to learning.

Qualitative Leadership Measurements

Another approach to leadership development is qualitative, such as working with individuals to help them gain self-awareness and increase their ability to lead and manage others.

Author(s): Margi Gordon Margi Gordon is director of tailored programs for Roffey Park Institute, Horsham, United Kingdom. April 2011, Inside Supply Management® Vol. 22, No. 2, page 14

Tapping Into ... Supply Management Issues and Trends Leadership is a key to success, but identifying potential leaders and measuring their abilities is not an easy task.

Cont. Page 10


2014—2015 Board of Directors

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Who Do We Represent? Supply Management . Maximiz ing Opportuni t ies . Managing Risk

September Meeting

August 2014

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okc september 2014 ism purchasing pipeline newsletter€¦ · collectivesun, a san diego-based...

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