president’s message · 2018-04-02 · certificates through ym. this saves time for the cappo...

Debbie Casper, C.P.M., CPPB

CAPPO President

President’s Message Debbie Casper, C.P.M., CPPB, CAPPO President

Hello Fellow CAPPO Members,

As I am writing this article for the newsletter, I am preparing to attend

the NIGP forum in Salt Lake City, Utah. While in Salt Lake, in addition to

attending the conference, I will have the opportunity to visit my dad who

still lives in the house I grew up in. A few additional travel destinations

during the month of September include Tampa for the NASPO

Conference followed by the Palm Springs on September 22nd for the

CAPPO Board meeting. I have had the pleasure of attending two chapter

meetings, one in San Diego and the other in Santa Cruz and I will

continue to attend some chapter meetings through the end of the year.

Unfortunately I will not be able to visit all the Chapters this year.

After serving as CAPPO President during the past nine months, I have

gained a new found appreciation for those that have served as CAPPO

Presidents before me. Not to dissuade anyone from volunteering, but

there is a lot to do in the role of President. It is truly through the support

and hard work of the CAPPO Board, my OCFA team at work, my

Conference committee and my husband Wayne that I am able to keep

up with the demands. Thank you to all of you for your continued hard

work!

The CAPPO Board continues to work on the implementing the

consultant’s recommendations. The bylaw changes are currently under

legal review and a summary of the proposed changes will be sent to the

membership in the near future. The consultant recommended that

CAPPO revise the bylaws (approved by CAPPO membership) keeping

them at a high level, Policies (developed by the CAPPO Board) with more

specific information, and Procedures developed by CAPPO staff. Many

of us have experienced the same difficulty in making changes within our

organizations when the Council or Board approval is required for

changes to Purchasing policies and procedures manuals.

The first CAPPO external financial audit has been completed. The CAPPO

Audit Committee will be prioritizing the recommendations for discussion

at the CAPPO Board meeting in September.

CAPPONEWS President’s Message September 2017 Issue 3, Volume 102

Inside this issue

President’s Message 12018 Conference Update 3 Call for Nominations 9Professional Development 11 Retiree & RetireeLink 14 Around California 17 NCPPC 21 Scholarship 23 AEP Award Recipients. 24One Director’s Reflection 27 Legislative 29 PTAC 33 Editor’s Comments 37

The CAPPO Board will be implementing a new board

portal that will be used for developing board agendas

and as a centralized and secure repository for all

CAPPO documents. We hope to have this new

system implemented and tested before the

September Board meeting. Thank you to Johnnie

Terry Jr. CPPO, CPPB, Director North, for taking the

lead on this project.

The registration process for the webinars and

seminars has been streamlined. A recently added

enhancement is the ability for automated training

certificates through YM. This saves time for the

CAPPO Directors and allows members to store all

training certificates to their profile in YM. Thank you

to Dreama Howard, CPPB, for her dedication to

improving the registration and certificate issuance

processes.

In the next few months each CAPPO member will be

receiving an updated membership directory. There

will be added information about the Retiree program

and retirees will be listed after the Members by

Agency section. This publication is provided to all

CAPPO members at no cost through sales of

advertising. I find the directory to be a useful tool to

quickly locate a telephone number or e‐mail address

of a CAPPO member.

The Pro‐d Committee continues to schedule great

training opportunities for CAPPO members. We are

excited about the two‐day seminar that will be

presented by Merle Roberts CPSM, C.P.M., on the

Principles of Highly Effective Negotiations Theory and

Application”. This seminar is scheduled on

September 6th and 7th in Stockton and will be

repeated in Orange County on October 12th and 13th

at Orange County Fire Authority. Merle teaches

regularly for ISM. Registration will be available soon.

The CAPPO Board is working to develop a master

training schedule with regularly scheduled core

seminars such as New Buyers Basics, CPPB/CPPO

preparation offered annually in both the North and

South.

We are less than five months away from the 2018

CAPPO Conference! The Conference committee is

busy finalizing details for the event. A tentative

program is included in this edition of the CAPPONews.

Attendees will have many training opportunities to

choose from whether they are seasoned

professionals, new to procurement or preparing for

retirement. Did you know that over 320 have

registered for the 2018 CAPPO Conference already? If

you haven’t registered for the conference, it is not

too late to do so. As predicted, the Renaissance hotel

has completely sold out for Tuesday and Wednesday

night. Don’t let this discourage you from attending,

as we have secured hotel rooms at the Hilton and

Hard Rock hotel at the same rate of $159 per night

and will continue to secure additional rooms as

needed. We have started a waiting list should any

rooms become available at the Renaissance.

If you play golf, you won’t want to miss the

tournament that will be held on Monday morning.

Brian Garrity, CPSM, C.P.M., CPPB, is planning a great

tournament with contests and prizes. This is a great

value for only $125 per participant. Registration for

the golf tournament is available from the CAPPO

website.

We already have 91 exhibitors registered for the

Vendor Expo! Please direct any suppliers that are

interested in exhibiting at the conference to Mike

Derr, [email protected] or to the CAPPO

website under the CAPPO Conference 2018 Supplier

Expo dropdown.

Additional information about the conference will be

provided in the coming months. Thank you for giving

me the opportunity to serve as your President, it is

both an honor and a privilege.

Debbie Casper, C.P.M., CPPB

2017/18 CAPPO President

Fun Fact: Midcentruy

Modern: Palm Springs is

world famous for having

the biggest concentration of

mid‐century modern

architecture in the United

States, and one of the

largest collections of well‐

preserved 20th century

modern properties both

commercial and residential

in the world. In 2006, the

National Trust for Historic

Preservation recognized

Palm Springs for its

achievements in preserving

mid‐century modern

architecture.

Submitted by Portia Mina,

CPSM, CPPB ‐ 2018

Conference Chair

Annual Conference 2018 Submitted by Portia Mina, CPSM, CPPB

The countdown continues and

the excitement is definitely

growing…only 115 days until the

2018 CAPPO Conference, the

“Conference to Remember, 101

Years in the Making”! It’s the

premier event of the year where

you can learn and network with

the best and brightest in public

procurement!

We only have a few more

months before our event; so, if

you’re still not registered, take a

few moments and do it today!

In past conference articles, we

highlighted the workshops being

offered on the first day of the full

conference as well as our

keynote speaker, Tammy Rimes.

Now, we are excited to share the

full conference schedule with you!

As noted, CAPPO’s new Retiree

Program is presenting 6 speakers

during the week, which

includes CALPERS for a double

session during the topical

forum. Educational sessions

hosted by the Retiree Program

are easily identified by their

logo.

As procurement professionals,

we are always trying to get the

best value for our agencies.

Now you can get the best value

for your agency and for

yourself. Members, how does

four and half days of

professional development for

$395 or three and a half days

for $295 sound?

CAPPONEWS 2018 CAPPO Conference September 2017 Issue 3, Volume 101

Why should you attend?

Largest Public

Procurement Event in

California

Dozens of new and

exciting educational

opportunities for all

levels of procurement

professionals (including

the debut of CAPPO’s

Retiree Program)

30+ continuing education

hours

The opportunity for you

to bring back to your

agency real solutions and

innovative ideas

Connect with colleagues

from all over the state

Youʹre worth the

investment!

Submitted by Portia Mina,

CPSM, CPPB ‐ 2018

Conference Chair

There is no better value than the

101st Annual CAPPO Conference

and Supplier Exposition.

Registration is open. Don’t delay.

Register today.

This year we will be in one of the

most sought after locations,

Palm Springs. If you have a

significant other or a friend who

is interested in joining you for

the conference, Twila Smith our

Conference Guest Program Chair,

has an amazing itinerary

planned. The full Guest Program

fee is only $295. View the

program flyer and register on the

CAPPO website.

The annual Golf Tournament will

be held at the Escena Golf Club

on Monday, January 8th for a fee

of $125. View the program flyer

and register on the CAPPO

website.

Have you made your hotel

reservation yet? Our host hotel,

Renaissance Palm Springs Hotel,

is sold out on Tuesday and

Wednesday night but don’t

worry! We have secured the

same reasonable rate of $159

within walking distance at the

Hilton (a link is included at the

bottom of this article for your

convenience).

Also, our 101st Annual CAPPO

Conference and Supplier

Exposition's Facebook page is

linked to registration; so, don’t

forget to click Like Us as we will

be updating our page often.

The 2018 Conference Committee

and Retiree Program have been

working diligently to ensure this

will be the “Conference to

Remember.”

Hilton – Room Rate $159

per night

http://www.hilton.com/en/hi/

groups/personalized/P/PSPPS

HF‐CAP‐

20180107/index.jhtml?WT.mc_

id=POG

Portia Mina, CPSM, CPPB 2018 Conference Chair

1

2018 Conference Schedule

Description Presenter

Monday, January 8, 2018 – Full Conference Registration

8:00 – noon New Buyers Basics John Finney, C.P.M.

8:00 – noon Basics of an RFP 101 – Part 1 Moty Torres

8:00 – noon Legal Aspects of Construction Barbara Gadbois

12:00 – 1:30 Lunch (provided for Full Conference Attendees)

1:30 – 4:30 New Buyers Basics – continued John Finney, C.P.M.

Basics of an RFP 101 – Part 2 Moty Torres

SB854 Discussion / Q & A Eric Rood

Insurance & Indemnity 101 – What every Purchasing Agent Needs to Know

Jim Thyden

Evening Open – Enjoy the evening with old and new friends in nearby Downtown Palm Springs

Tuesday, January 9, 2018 – Traditional Conference Begins

8:00 a.m. First Timers (only) Breakfast with CAPPO Board & Chapter Chairs

9:00 – 10:00 Opening Session & President’s Welcome

10:00 – 11:45 Keynote – “Ethics in Public Procurement” Tammy Rimes

12:00 – 1:15 Partner Appreciation Lunch

1:30 – 3:15 Workshops

Construction Mark Hovatter

Insurance Jim Thyden

Model Procurement Code Maggie McConnel

Construction Law Barbara Gadbois

Procurement 2.0 Marcheta Gillespie

RFP for Services Beth Fleming

Retiree Program – Overview, What It’s All About! Cynthia & Carole


Fair & Reasonable Pricing Jack Pellegrino

Insurance Jim Thyden

RFP for Services Beth Fleming

CUPPCAA Guiselle Carreon

Contract Management Marcheta Gillespie

Construction Mark Hovatter

Retiree Program – Can You Hear Me Now? Social Media, Protocol, Cybersecurity & Etiquette

Hal Good

6:00 – 10:00 Partner Networking Event

2

Wednesday, January 10, 2018

6:30 – 7:30 Charity Walk/Run

8:00 – 9:30

Topical Forum Discussions – choose from multiple tabletop options on relevant purchasing topics. During the hour and a half, attendees will have the opportunity to visit three tables of their topic choice. Retiree Topic – Preparing for Retirement Silvia Wilson

Multiple facilitators

Silvia Wilson, CALPERS Retirement Program Specialist

9:45 – 10:45 Professional Development Sessions

Paperless Purchasing John Montenero

RFQ & RFP Templates Neil Groom

Design Build Construction Karen Little

Consultant & Contract Services Kimberley Linser

Contract Management - Santa Monica Program Araceli Esparza

FEMA - Disaster Procurement DPBAG

Retiree Program – Keeping “Golden Years” Golden – Financial Advice

Chris Carroll, Copenbarger & Copenbarger LLP

11:00 – 3:00 Supplier Expo & Lunch


Construction – Part 1 Darin Mathews

You be the Judge Beth Fleming

Customer Service & Adding Value Jack Pellegrino

Procurement 2.0 Marcheta Gillespie

How to Become a Presenter Tammy Rimes

Contract Management Mike Kolodisner

Retiree Program – Is Everything Protected? Wills & Trusts

Chris Carroll, Copenbarger & Copenbarger LLP

Evening Open – Enjoy the evening with old and new friends in nearby Downtown Palm Springs

3

Thursday, January 11, 2018

8:00 – 9:15 Group Forums

Counties

Cities

K-12 Schools

Special Districts

Higher Education

Retirees – Q & A


Bid Protests Abeyta

Negotiation Part 1 Mike Kolodisner

Panel of Experts Q & A TBD

Construction Part 101A Darin Mathews

Procurement Ethics Alexandru Roman

Consultant Services Linser

10:45 – 11:45 Workshops

Bid Protests Abeyta

Negotiations Part 2 Mike Kolodisner

Panel of Experts Q & A TBD

Construction Part 101B Darin Mathews

Procurement Ethics Alexandru Roman

Disaster Procurement DBAG

12:00 – 1:30 AEP Awards Lunch Brian Garrity


Developing RFQ & RFP Templates Groom

Managing Contract Disputes 101A Darin Mathews

Leadership & Team Building Alexandru Roman

Contract Management Mike Derr

Customer Service- Adding Value Jack Pellegrino

You Be the Judge Beth Fleming

Retiree Program – Plan Ahead, Everything That You Need to Know to Retire - Retired Public Employees Association (RPEA)

Rosemary Knox, Retired Public Employees Assoc.

4

Thursday, January 11, 2018 - continued

3:15 – 4:30 Professional Development Sessions

License Agreements Masih Bahadori

Managing Contract Disputes 101B Darin Mathews

How to Survive 100+ Bids Neil Groom

Lease Purchase David Gould

Contract Management Program Mike Derr

TBD Mike Kolodisner

Retiree Program – How Does My Social Security Play Out?

TBA

6:00 - 7:00 President’s Reception

7:00 – 11:00 President’s Banquet & Entertainment – Dress to impress – think Rat Pack era!

Friday, January 12, 2018

8:00 – 9:30 CAPPO Business Session & Installation of Officers

9:45 – 11:45 FBI Special Presentation Closing Presentation Kyle Scheatzle

(While speakers are confirmed, schedule may be subject to change)

Immediate Past President

Craig Rader, CPPO, CPPB

If you know of anyone

(including yourself) who

may be interested and/or

you feel is a strong

candidate for any of the

positions, let me know and I

will reach out to the

prospective candidate.

Craig Rader, CPPO, CPPB

[email protected]

Bylaws & Nomination Committee

Greetings fellow CAPPO

Members. This will be my

final call for nominations to fill

the upcoming vacancies for

Director North, Director South

(both are a 2‐year

commitment) and

Secretary/Treasurer (a 5‐year

commitment with natural

progression to CAPPO

President in year 4). A listing

of the duties for each position

is listed on the CAPPO website.

If you (or anyone you know)

are be interested in any of the

positions, I encourage you to

apply. A nomination

application and questionnaire

are included in this edition of

CAPPONEWS.

I know many of you may have

been contemplating

increasing your participation

with CAPPO. What is a

better way than by serving

on the Board of Directors?

My advice to you is “go for

it”. If you are successful, the

rewards are amazing. You

will benefit professionally

and personally by expanding

your knowledge, skills and

network of colleagues.

CAPPO will also benefit with

a new set of eyes and fresh

perspective as we head into

the next 100 years providing

excellent service to our

membership. So, what are

you waiting for? Join the

team and help shape the

future of CAPPO and the

public procurement

profession. Craig Rader,

CPPO, CPPB, Immediate Past

President

CAPPONEWS Past Presidents Article 9/1/2017 Issue 3, Volume 102

Volunteer Opportunities Available

Volunteer

Opportunities

Available

Hello CAPPO, we wanted to

re‐introduce your Volunteer

committee and let you know

we will soon be asking for

your support for upcoming

events.

Your team:

John Moestopo Sr. Contract Services Officer Sacramento County Jonathan Martinez Contract Services Officer II Sacramento County Zac Mello Contract Services Officer I Sacramento County The Volunteer committee is

developing a roadmap to

ensure CAPPO’s future self‐

sustainability through

volunteering efforts.

We will be reaching out to:

(1) CAPPO Board

(2) Chapters

(3) Chairs of all Committees,

and

(4) 2018 CAPPO conference

committee for a list of needed

volunteer positions

available for our members to

contribute.

Remember, CAPPO is

99% volunteer driven,

and we need your

volunteer support.

Thanks in advance,

John Moestopo Senior Contracts Services Officer County of Sacramento Contract & Purchasing Services Division Office: 916‐876‐6109 [email protected]

Darryl Sweet, CPSM, C.P.M.

1st Vice President

2017 CAPPO Professional

Development Team

Directors South:

Keri Hinojos

Jack Pellegrino, CPCM

Directors North:

Mary Horger

Johnnie Terry, CPPO,

CPPB

Professional Development Submitted by Darryl Sweet, CPSM, C.P.M.

CAPPO 1st Vice President

The Importance of Professional Certifcation Hello CAPPO members. I put forth that as an active CAPPO member, attaining professional certification is the most important step you can take, be it individually, for our agencies, and for CAPPO. Certification and the Individual “Certification is a personal investment of tremendous value to the [individual…].” That is paraphrased from our website. When starting down the path to certification one of the first things you need to do is assess yourself. An honest assessment of your strengths, weaknesses, opportunities, and threats is a fundamental component to taking the next step. There are other methods you can use to self‐assess, it is not a imperative that you

utilize the SWOT analysis technique. Whichever method you choose…do it, and do it well. A deep, thorough, and honest self‐assessment is intended help you learn about yourself, and where you will be starting from. Then, as you read articles, as you select webinars and seminars to attend, as you choose a class to enroll in, as you work with a coach of mentor, you know you’re taking a deliberate and targeted approach toward individual improvement. When you earn the certification you should feel better about yourself. First, you will have accomplished a significant achievement. Second, you know more than you did before becoming certified. Third, your confidence level should get a boost. Fourth, there can be professional benefits, such as standing out for a job, receiving a little extra salary, more clout.

CAPPONEWS Professional Development September 2017 Issue 3 , Volume 102

As an individual, the journey to professional certification is a good thing. It’s a chance to break yourself down, and build yourself up. Certification and the Agency “Certification is a professional investment of tremendous value to the [agency…].” Again…paraphrased from our website. Our agencies can, and should, benefit from having a certified professional on staff. Part of our existence is to protect the best interests of the agencies that employ us. Our industry certification is there to show our managers, and their managers, that they can confidently count on their staff when it comes to decisions, and problem‐solving, and analysis, or whatever it is they need. It raises expectations, and it raises the level of what we deliver. As procurement officials for our agencies it is of vital importance that the contracts we touch, the competitive events we run, the negotiations we manage, withstand scrutiny.

Certification attached to bidding documents is an added level of legitmacy to the event, for the agency, and for the public represented by the agency. The public served by our agencies needs to know that the action taken was done so in a fundamentally sound manner, in the best interests of the agency, and meets high standards. Certification and CAPPO “Certification is the mark of a dedicated professional, and CAPPO encourages all members to achieve procurement certification.” We say it and we mean it. Attaining professional certification in our field is part of being a CAPPO member. CAPPO continues efforts to transition our public procurement industry from occupation to profession. One criterion used to gauge where we are in that endeavor is

‘percentage of professional association membership bearing industry certification.’

Currently, we have about 20% of our membership with professional certification. For our size, and for what we do, I think that is low. The C.P.M. has the most certificants. CPPB and CPPO are next. As the two latter certifications are specific to public procurement, it would be fantastic to see those numbers increase. CAPPO both wants needs you to be certified. An increase in the percentage of certified members, plus other criteria, will continue the transition to calling ours a profession. Take a look at how things operate in many agencies:

Plans and specifications are reviewed and approved by P.E.’s,

Financials are reviewed and audited by CPA’s,

After we award to and contract with a vendor, we hand off the project to a Certified Project Manager.

Yet, Purchasing is still typically on the finance org chart, and often not at the strategic table, but brought in later on. Our

“certified” opinion is not yet considered

mission critical in many agencies.

“Certification is the mark of a dedicated professional,

and CAPPO encourages all members to achieve

procurement certification. Certification is a personal and

professional investment of tremendous value to the

buyer and their employer. CAPPO's educational programs

help members work toward the most widely recognized

professional certification programs available.”

As we all know too well…many of our traditional problems could have been avoided with early procurement involvement (EPI)! That is why we need to get to the strategic table. Certification is for you, as an individual. You get to set a goal, study and practice, test, and attain. Certification is for your agency. It will get the assurance and benefit of direction and decisions from a certified purchasing professional. Certifciation is for CAPPO. As we work to bolster our position in our industry, we need to show that more than 20% of our membership are certified professionals. What is our target number? At this time I do not know. We need to study this closer and make a plan to increase it. I earned the CPSM in 2012. I have to say it was not easy. I’ve always been a good student, and love to keep learning. But, when I sat down and did my first practice exam to benchmark myself, I stopped after not being able to answer a single question. I realized at that moment that I was definitley over‐ranking myself. I had a lot to learn. The CPSM has a three‐year renewal requirement. That goes by fast, and keeps me current. Our conferences, our Pro‐D offering, and various other classes are all there for the taking.

So I say, start working on your certification today! Self‐assess. Review the Bodies of Knowledge for CPPO & CPPB, or CPSM, or for one of the newer certifications out there. Find a coach or mentor to review things with, and help you make a plan. Plan your resources. Write it down. Get certifed. It is that important. **** Your Pro‐D committee works diligently to produce relevant, high‐quality events so that we can consistenly add to our continuing education. Laws and policy change. Business methodologies change. Our public procurement industry is not a stagnant one ‐ it is dynamic. Likewise, we, the experts and practioners in the industry, have to be dynamic. Check the CAPPO site for upcoming webinars and seminars. Thank you & Happy Purchasing! ‐Darryl Sweet, CPSM, C.P.M.

CAPPO is excited and

thrilled to be able to

announce the latest

development for your

benefit……..the RETIREE

PROGRAM….

Retiree Program Chair

Cynthia Duprey, A.P.P. [email protected]

RetireeLINK

Carole Ayuso, C.P.M.,

CPPO

[email protected]

RETIREE PROGRAM Submitted by Cynthia Duprey, A.P.P. Retiree Program Chair

CAPPO has been noted for their

consistent and excellent

educational and meaningful

support of its members. Going

above and beyond that standard,

they have developed an

additional arm of the CAPPO

organization by recognizing the

need and benefits in offering

added support to those who are

gaining ground toward their next

chapter…retirement. CAPPO has

therefore launched the RETIREE

PROGRAM*.

You will see this Program

represented in all phases at the

CAPPO Conference 2018.

Watch for the following

WORKSHOPS and note to

attend them!!!

(*While this program is geared

toward those within 3 years of

retirement, these seminars are

for EVERYONE! It is never too

early to plan for this important

event.)

TUES. JAN 9th 1:30 – 3:15 OVERVIEW 0R THE

RETIREE PROGRAM AT THE

CONFERENCE – VERY

IMPORTANT – This is an

overview of the Retiree

Program including the

Workshops and Forums to be

presented at the conference.

This is a MUST ATTEND by

ANYONE interested in what

retirement and this program

has to offer. See the features

and benefits of the RetireeLINK

demonstrated of how to

CAPPONEWS Retiree Program September 2017 Issue 3, Volume 102

THERE’S SOMETHING NEW AT THE

CAPPO CONFERENCE 2018!*

maneuver and utilize the site.

3:30‐5:00 CAN YOU HEAR ME

NOW? STAYING CORRECTLY

CONNECTED ‐ Social Media,

Protocol, Cybersecurity &

Etiquette – Harold Good –

Retired CAPPO Member

WED. JAN 10th 9:45 – 10:45 KEEPING “GOLDEN

YEARS” GOLDEN ‐ Financial

Advice – Chris Carroll,

Copenbarger & Copenbarger LLP

3:15 – 5:00 IS EVERYTHING

PROTECTED??? – Wills & Trusts

– Chris Carroll, Copenbarger &

Copenbarger LLP

THUR. JAN 11th 1:45 – 3:00 PLAN AHEAD,

EVERYTHING THAT YOU NEED

TO KNOW TO RETIRE ‐ Retired

Public Employees Assoc. (RPEA)

3:15 – 4:30 HOW DOES MY

SOCIAL SECURITY PLAY OUT?

Watch for the following

FORUMS and note to

attend them!!!

TOPICAL FORUM – CALPERS

WED. JAN 10th 8:00 – 9:30 PREPARING FOR

RETIREMENT ‐ Silvia Wilson –

CALPERS Retirement Program

Specialist

GROUP FORUM – ALL

RETIREES AND THOSE

WITHIN APPROX. 3

YEARS SHOULD ATTEND

THIS FORUM. IT IS AN

OPEN DISCUSSION

FORMAT

THUR. JAN 11TH 8:00 – 9:15 ….. OPEN FORUM

FOR OUR IDEAS ‐ Questions and

information about the

RetireeLINK and what it can do

for you!

WATCH FOR EVEN MORE

BENEFITS!! ALL OF THIS AND

MORE FOR FREE!! *

*RETIRED CAPPO MEMBERS

ATTEND THE CONFERENCE FOR

FREE….

THIS INCLUDES THE LOVELY

PRESIDENTS BANQUET!!!!

(travel, and accommodations

not included)

REGISTER TODAY !!!!

Cynthia Duprey, A.P.P. Retiree Program Chair [email protected]

How do I join the RetireeLINK?

The RetireeLINK webpage can be accessed from the main CAPPO website using the drop down menu

below the “Community” banner or by going directly to https://capporetireelink.wildapricot.org.

To become a member, go to the website, follow the “join us” links to input the data required to create

your member profile, and select which email notifications you wish to subscribe to. Note: The

RetireeLINK webpages are hosted by the software company “WildApricot” so all notifications and emails

will come to you from [email protected]. Please set your email account to accept mail

from this address so that it does not go into your SPAM file. CAPPO members who are not within 3 years

of retirement, but who wish to contact Retirees for assistance with procurement projects at their

agencies, or to volunteer for CAPPO activities, may subscribe to the website as Guest members, which

will provide them with the ability to access the Membership Directory to contact Retirees.

For further information on using the RetireeLINK website, please contact [email protected].

Carole Ayuso C.P.M., CPPO

CAPPO Chapters

NORTH CHAPTERS

Capitol City

Delta

Monterey

San Francisco Bay Area

San Joaquin Valley

Santa Clara Valley

Shasta

Redwood Empire

SOUTH CHAPTERS

Central Coast

Central Valley

Gateway

Gold Coast

Inland Empire

Orange County

San Diego

Around California CAPPO Chapters

Gateway Chapter Election Results

Vice Chair and Treasurer Positions were filled for the Gateway

Chapter in June 2017.

Vice Chair – Jose A. Gonzalez, City of South Gate

Treasurer – Allison Tong, West Basin Municipal Water

District

The next Gateway Chapter meeting will be October 19th, 2017.

Submitted by Edith Herrera

Purchasing Agent

Long Beach Unified School District

Delta Chapter

Chair ‐ Gary Jayne, CSRM,

Tracy Unified School District

Vice Chair – Daniel Garza, City

of Stockton

Secretary/Treasurer –

Patricia Gennings, San

Joaquin County

Gary Jayne, Chapter Chair,

welcomed members to our

May 23, 2017 lunch meeting

CAPPONEWS Around California September 2017 Issue 3, Volume 102

Chapter Updates…We love to hear

about what’s going on throughout the

state. Send your chapter minutes,

notes, updates, or election results to:

[email protected]

at Micke Grove Park. Sixteen

members sat down to a picnic

lunch provided by Fagundes

Brothers Catering. Tri‐tip,

chicken, Italian sausage,

pulled pork and linguica

sandwiches with all the

trimmings were enjoyed by all.

A business meeting outlining

plans to build the chapter

treasury, future chapter

meetings and information on

the CAPPO Conference

followed lunch. We then

welcomed our speaker, Kevin

Hertell.

Kevin is the Zoo and

Interpretive Services Manager

of Micke Grove Zoo. He not

only discussed the need for

practical, responsible and

humane management and

care of zoo animals, but also

included the working

relationship with County

Purchasing to bring several

new projects to fruition. Kevin

provided behind‐the‐scenes

insight to the challenges of

operating a zoo with limited

resources and staff. San

Joaquin County Purchasing

stands ready to assist Kevin in

his future endeavors.

Following a short Q & A with

Kevin, members were free to

visit the zoo or walk through

the park’s Japanese Gardens.

With fiscal year start rapidly

approaching, enjoyment of

the park was only temporary

so members could get back to

work.

Speaking of fiscal year start,

Delta Chapter will forgo

meeting again until August.

We look forward to our next

opportunity to meet with our

colleagues.

Santa Clara

ValleyChapter

Meeting Minutes

May 1, 2017

Chair: Tina Yoke, C.P.M. Vice Chair: Chris Schroeder, C.P.M. Treasurer/Webmaster: Dannette Lewis Our May 1, 2017 meeting was

hosted by Tina Yoke, Santa

Clara Valley Chapter Chair, at

the Valley Transportation

Authority (VTA). Thirty‐One

attendees from seven (7)

different agencies including

VTA, City of San Jose, City of

Mountain View, City of Santa

Clara, Santa Clara Valley

Water District, Sunnyvale, and

the City of Milpitas. The

subject of the meeting was

“Cooperative Contracts That

Can be Used in Emergency

Disaster Procurements”.

After the welcome and

introductions the Chair

pointed out that registrations

for the 2018 annual CAPPO

Conference has opened. The

conference will be held in

Palm Springs at the Palm

Springs Renaissance from

January 8th through the 12th.

The hotel is within walking

distance to the downtown.

Hotel rooms at the discounted

conference rates typically fills

up fast so don’t delay with

getting both the hotel

registration and conference

registration in.

The Chair also provided a

short summary related to the

Disaster Procurement Bay

Area Group that she and

three other CAPPO Members;

Debbie Wellnitz, Purchasing

Manager with the City of

Concord; Jason Reed,

Purchasing Supervisor with

City of San Mateo and Gary

Jayne, Purchasing and Risk

Director with Tracy Unified

School District presented at

the annual 2017 CAPPO

conference in Napa. There are

a number of agencies that

have participated in

contributing to a shared

resource established using

DropBox to provide

information on Emergency

Procurements and compliance

with FEMA requirements. The

Chair anticipates scheduling a

presentation from the

Disaster Procurement Bay

Area Group (individuals

previously listed) to occur in

the Fall of the year.

Our first speaker was Melinda

Pallota, Regional Manager,

Northern California for the

National IPA coop. Melinda

provided an overview of

National IPA. As many know,

National IPA is one of the

largest cooperative

purchasing

agencies. Membership is

open to all state/local

government agencies

(including special districts), k‐

12 schools, higher education

agencies and nonprofit

agencies. There is no fee for

registering with National IPA,

nor is there any requirement

for agencies to purchase from

any of the contracts. The

portfolio consists of 300+

contracts offering a wide

array of commodities. All

contracts have been

competitively solicited using

the lead public agency (please

see http://www.nationalipa.o

rg/Pages/leadagencycontracti

ngprocess.aspx for a detailed

description of the process),

thereby making them

available for all members to

utilize.

National IPA recently acquired

TCPN, thereby significantly

increasing the size of their

contract portfolio. Because

both National IPA and TCPN

both utilize the lead public

agency model, the merger has

no effect on the validity of the

contracts in either portfolio –

all remain in full force and

effect.

Melinda is the National IPA

regional manager covering

northern California and

northern Nevada. Prior to

joining the National IPA team,

she served as the purchasing

supervisor/contract

administrator for Stanislaus

County. Prior to working with

Stanislaus County, she

functioned as a paralegal in

areas such as licensing,

compliance and contract

administration. Her current

role provides her the

opportunity to leverage her

knowledge and experience in

serving as a consultant to

member agencies in her

assigned territory. Please feel

free to reach out to her with

any questions or requests as

they arise.

Melinda.pallota@nationalipa.

org, 209‐480‐6324.

Our second speaker was Dr.

Kim Abrego, PT, DPT from

Disaster Recovery and Risk

Solutions, LLC. Dr. Abrego

with National IPA’s Disaster

Recovery Program, provided

an overview of Cooperative

Contracting and

FEMA. Disaster Recovery &

Risk Solutions, LLC has

partnered with National IPA

to share over 30 years of

experience in the disaster

recovery space and provide a

turnkey solution to National

IPA participants. In addition

to reviewing FEMA’s

cooperative procurement

requirements (including

compliance with 2 CFR 200),

Kim discussed when

cooperative contracting

makes sense, how it can be

used, and some areas of

caution (scope and cost

analysis). The turnkey

solution available to

participants begins pre‐event

with preparation and

continues post‐event with

cleanup,

mitigation/restoration, and

financial recovery. These

services are available through

four cooperative contracts:

risk preparedness, debris

removal, disaster restoration,

and claims recovery; and can

be used to provide assistance

with disaster procurement

procedures, planning for a

disaster, and disaster

response. Kim’s contact

information is:

[email protected],

832‐499‐6597.

CLOSING REMARKS:

The next SCV CAPPO Chapter

meeting is tentatively planned

for August to allow agencies

to focus on the year end close

and get through summer

vacations. If any agency would

like to host an upcoming

meeting, please contact the

Chair or Vice Chair.

Minutes submitted by Chris Schroeder, C.P.M., A.P.P. City of Milpitas, Vice‐Chair 408‐586‐3161 [email protected]

Michael R. Derr,

CAPPO Secretary/Treasurer

The mission of the NCPPC Submitted by Michael R. Derr

CAPPO Secretary/Treasurer Here's a thought! As a procurement professional have you've ever had the thought of, Who Speaks for Public Procurement, who speaks for my profession? Now being involved in the public procurement profession going on 25 plus years, in a variety of positions, a good friend of mine Mr. Edward McMullen, Director of Purchasing with the Birmingham City Schools, made me ponder the question of "Who Speaks for our profession?", "Who Speaks for Us in a United Manner?", Who? There are several qualified and very successful procurement professionals and associations who speak in support of procurement; they each work diligently in their own ways in promoting, communicating, and improving the value of today's procurement professional.

But is this enough? Is this enough speaking as individuals, working as individuals? What if all these individuals, associations and other interested parties had the opportunity to speak as a single voice? A VOICE that could speak in a united way to the mass, to the spectrum of important issues and topics facing our profession. What if its sole purpose was to speak on behalf of all procurement professionals in the public arena, a VOICE that is UNITED so its message is clear. Well, guess what if you haven't heard there is an organization like this, and I get the honor of representing all of you, the members of CAPPO, on this awesome TEAM. On August 5, 2006, the National Council for Public Procurement and Contracting (NCPPC) officially came into being to be that VOICE of our profession. The NCPPC joins the voices of eight (8) charter associations and the

CAPPONEWS NCPPC September 2017 Issue 3, Volume 102

professional groups and individuals whose focus is public procurement and contracting. Collectively, the Council represents more than 37,000 members who are responsible for more than two (2) trillion dollars of spend annually. The mission of the NCPPC is to bring together not‐for‐profit associations that serve the public procurement and contracting profession to develop partnerships and programs that benefit the respective association members while influencing and promoting the value and recognition of the public procurement and contracting profession. The Council's core values include dedication to the service of our respective associations, the belief that ethics lies at the heart of the profession, the commitment to work together using methods that are non‐bureaucratic and respect the sovereignty and value of each member association, and an ongoing effort to build consensus between its participant associations. Goals: The Council is open to new members as it expects to have other non‐profit procurement‐related associations join that are supportive of NCPPC's mission and values.

The Council augments the work of each member association by developing a collaborative network that promotes the public procurement and contracting profession through:

Advocacy of public procurement principles

Education, training, and professional certification

Applied research studies and activities

Strategic marketing of the public procurement and contracting profession

The Council is confident that its own association members, and those of future member associations, will benefit from intentional activities and services that are initiated through the National Council for Public Procurement and Contracting. To join NCPPC or for additional information, please contact any one of the Council's charter member representatives. Respectfully, Michael R. Derr Contracts/Purchasing Officer‐ County of Monterey Secretary/Treasurer‐ California Association of Public Procurement Officials (CAPPO) Committee Member‐ National Council for Public Procurement and Contracting (NCPPC) Vice‐President‐ National Procurement Institute (NPI)

Could this be you next year?

Pictured at far left is the

recipient of the 2017 Brian

McGuire Memorial

Scholarship, Maria

Hernandez, CPSM; center

are the daughters and

wife of Brian McGuire,

Kristen McGuire‐Elser,

Eileen Yates (McGuire),

Mary McGuire; and on

right 2016/2017 President,

Craig Rader, CPPO,

CPPB.

Brian McGuire Memorial Scholarship Submitted by Executive Officer Hugh Smith, C.P.M.

Have you been a member

of CAPPO for two years or

more? Are you enrolled,

going to be enrolled in an

accredited College?

Looking for a way for pay

for a portion of your

expenses? Then you might

want to take a look at the

CAPPO website to see if

you qualify to apply for a

CAPPO Scholarship.

CAPPO members in good

standing that have been

members for at least two

years and meet the

requirements listed on our

website are invited to

apply for the

scholarship(s) that are

awarded at our annual

conference. Applications

are available on our

website and must be

submitted to the CAPPO

Scholarship Committee

through the CAPPO

Office by October 20, 2017.

CAPPONEWS Scholarship September 2017 Issue 2, Volume 102

AEP Committee Report Submitted by Dreama Howard, CPPB

Your CAPPO AEP Committee Representatives are:

Dreama Howard, CPPB Retired Email: [email protected]

Daniel Howell, C.P.M. Eastern Municipal Water District Email: [email protected]

If you have any questions or wish to discuss any aspect of the AEP program, please contact Dreama or Jeff

via email. We will be pleased to assist you!! You are also welcome to contact Brian Garrity, CPSM, C.P.M.,

CPPB Chair, Achievement of Excellence in Procurement Committee at [email protected].

CONGRATULATIONS TO THE CAPPO

2017 AEP AWARD RECIPIENTS!

CAPPONEWS AEP Committee Report September 2017 Issue 3, Volume 102

CONGRATULATIONS TO THE FOLLOWING CAPPO 2017 AEP AWARD

RECIPIENTS!

Organization Name Procurement Official Title

City of Burbank Mr. Paul Herman Purchasing Manager

City of Irvine Ms. Tracy Hamilton Purchasing Agent

City of Riverside Mr. Adam Raymond Assistant C.F.O./Acting Purchasing Services Manager

City of Rancho Cucamonga Mrs. Ruth Cain Procurement Manager

City of Sunnyvale Mr. Pete Gonda Purchasing Officer

City of Santa Clarita Mr. Joseph Oerum Clerk & Contract Services Manager

City of Livermore Mr. Douglas Alessio Administrative Services Director

City of Concord Mrs. Debbie Wellnitz Purchasing Manager

City of San Jose, California Mr. Mark Giovannetti Deputy Director, Purchasing

City of Redlands Mrs. Dana Abramovitz‐Daniel Purchasing Services Manager

County of Placer Mr. Brett Wood Purchasing Manager

County of Los Angeles Mr. Gerald Plummer Division Chief, Purchasing

County of Sonoma Mr. Don Moore Contracts & Procurement Manager

County of San Diego Mr. John Pellegrino Director, Purchasing and Contracting

San Joaquin County Mr. Jon Drake Director

Contra Costa County Mr. David Gould Purchasing Manager

County of San Bernardino Mrs. Laurie Rozko Director of Purchasing

County of Orange Mr. Robert Richardson County Procurement Officer

County of San Luis Obispo Mr. Will Clemens Director

County of Riverside Ms. Lisa Brandl Director

County of Ventura Mr. Boyd Donavon Assistant Purchasing Agent

County of Sacramento Mr. Craig Rader Purchasing Agent

County of Monterey Mr. Michael Derr Contracts/Purchasing Officer

County of Kern Mrs. Carol J. Cox Purchasing Manager

County of Alameda Mr. John Glann Purchasing Manager

California State Polytechnic University, Pomona Ms. Kathleen Prunty Director

The California State University, Office of the Chancellor Mr. Darryl Dearborn Interim Associate Director of CS&P

Cal Poly State University Mr. Dru Zachmeyer Assistant Vice President

California State University, Fresno Mr. Brian Cotham Director

San Diego Housing Commission Ms. Debra Fischle‐Faulk Vice President, Procurement and Compliance

San Diego Unified School District Mr. Rene Almaraz Interim Strategic Sourcing and Contracts Officer

Central Contra Costa Sanitary District Ms. Stephanie King Purchasing Manager

Orange County Transportation Authority Ms. Virginia Abadessa Director, Contracts Administration

San Diego County Water Authority Mr. Baldemar Troche Administrative Services Manager

Irvine Ranch Water District Mr. Alex Aguilar Purchasing Manager

Union Sanitary District Ms. Roslyn Fuller Purchasing Agent

San Diego Unified Port District Mr. Matthew Earle Chief Procurement Officer

Inland Empire Utilities Agency Mr. Warren Green Manager Contracts and Facilities Services

Orange County Sanitation District Mr. Marc Dubois Contracts, Purchasing and Materials Management Manager

Alameda County Water District Ms. Julie Taylor Purchasing Officer

Orange County Fire Authority Mrs. Debbie Casper Purchasing & Materials Manager

San Diego County Regional Airport Authority Ms. Jana Vargas Director, Procurement & Contract Services

The Metropolitan Water District of Southern California Mr. Cuauhtemoc (Moty) Torres Unit Manager

Foothill Transit Mr. Jarrett Stoltzfus Director of Policy and Strategic Sourcing

Eastern Municipal Water District Mr. Daniel Howell Senior Director of Administrative Services

Mary Horger, CAPPO Professional Development Director

North

One Director’s Reflection Submitted by Mary Horger

CAPPO Professional Development Director North I will never forget the afternoon in the Fall of 2014, when I received a call from Mr. Paul Herman, then the Past President for CAPPO, and in charge of nominations for the elections of the CAPPO Board of Directors. After he introduced himself, he told me the purpose of his call. “Mary,” he said, “I am pleased to tell you that you have been nominated for the position of CAPPO Professional Development Director North. We would like to know if you would accept this nomination, and run for this position.” I was very much taken by surprise. My first reaction and words I spoke to myself (in my head) were, “What? Me? I’m not worthy! Who in the world would nominate me?” My experience with the CAPPO organization began shortly after being hired in 2003 by the City of Ukiah, located in Mendocino County, with a population of approximately

16,000, but as the Mendocino County seat, the weekday population is estimated to increase to approximately 35,000. Ukiah, a full‐service city, has a mainly centralized procurement program, and the Procurement Division provides procurement support to the City’s Police, Fire, Public Works, Water, Sewer, Electric, Planning, Finance, Information Technology, Parks, and Community Services departments. My experience in procurement prior to this had been 10 years in the manufacturing industry, so it was imperative that I find the resources necessary to help in what would be a significant learning curve of adjusting from private procurement experience, to public procurement. Becoming a CAPPO member was just the ticket. My CAPPO membership gave me instant access to unmeasurable years of experience in public sector

CAPPONEWS Director’s Reflection September 2017 Issue 3, Volume 102

procurement of its members. I was amazed by what an important resource the CAPPO Listserv was, and the generous information sharing of its membership – coming from the private sector, I was definitely not used to this. Additionally, with the affordability and tremendous value of the trainings offered and the yearly conferences, I was able to attend, learn, as well as network and establish relationships with others in my profession. These things became a lifeline and key to my own success in meeting the procurement needs of my agency. Through the years being a CAPPO member, I have always looked up to the procurement professionals who volunteered and served on the Board of Directors, as well as the conference committees. In my eyes, they were the leaders and “rock stars” in our profession, generally coming from large agencies. They represented the professionalism and commitment to our profession that I aspired to. So, when on that Fall day, I received that phone call of my nomination, I was filled with a flood of self‐doubt, and responded to Mr. Herman that I was very appreciative of this unexpected nomination, but I would have to give it some thought, and would call him back soon with my decision.

The self‐reflection began. “I come from a small agency, what do I have to offer?” “What if no one votes for me?” “What if I do get elected, and I fail in the performance of my duties?” … and so I would continue to struggle with these destructive, negative thoughts. However, positive thoughts did start to emerge. “You won’t grow if you don’t step out of your comfort zone.” “If you don’t get elected, so what? At least you gave it a try, and had the confidence to do so!” “The CAPPO organization has given you so much. If elected, what a better time to give back?” Thankfully, the positive thoughts prevailed, and I made my decision to accept the nomination ‐ a decision I have never regretted. I was successfully elected at the 2015 CAPPO Conference for a two‐year term, and was re‐elected at the 2017 CAPPO Conference for an additional one‐year term. As I approach the end of my third and final year on the CAPPO Board of Directors, I look back, and am so very grateful of the opportunity to serve, the lifetime friendships made, the support I have received, as well of being very proud of what I have accomplished, and all that I have learned. I was able to bring to our membership over 17 training opportunities in the form of a seminar or webinar. I attended numerous board

meetings, brushing shoulders with respected procurement board members from across the State, helping make decisions to improve the CAPPO organization. So why am I sharing this with you? To pat myself on the back? Certainly not. The purpose of honestly sharing this experience with you is to reach out to those members who doubt they have anything to contribute, that they have what it takes to volunteer, to serve either on the CAPPO Board, on a conference committee, or any volunteer opportunity that CAPPO may have. If I can do it, you can do it. You won’t regret it. You will gain knowledge from the other members you serve with, you will gain self‐confidence, and it will be very rewarding that your efforts have assisted in increasing the knowledge of others in our profession. So if you are experiencing self‐doubt, as did I, knock that little monster out of your head, step‐up, and do it! CAPPO needs YOU! Believe in yourself, enrich your life, as well as others, and most of all, give back to an organization that really does give us so much. Respectfully, Mary Horger Professional Development Director North

Legislative Report By Corum Chan, C.P.M.

More FY 16/17 Spending

SB 535 (Lara), signed 5/26/17,

took immediate effect to pay

multiple claims against the State

in the amounts of

$32,022,611.07. This is charged

to FY 16/17. (Chapter 11,

Statutes of 2017.)

Prop. 54 Violations

Prop. 54. passed by voters in the

11/8/16 election, requires that

any Bill, except for emergency

legislation, must be in print and

available to the public for 72

hours before that Bill may be

voted upon. The State Assembly

may have to reconsider dozens

of Bills that didn't meet this

requirement.

State Budget Enacted

On 6/27/17, Governor Brown

signed AB 97, the basic budget

Bill, plus budget trailer

addendum Bills in AB 99, 102,

103, 107, 111, 115, 119, 120, and

SB 85, 89, 90, 92, 94, and 96.

The FY 17/18 includes $125.096

Billion in General Fund spending

and when use of Special Funds

and Bond Funds are added, total

spending exceeds $183.256

Billion. The budget includes

increases to Education spending,

reductions in State pension

liabilities, additional spending on

road repair and a small amount

for the Budget Stabilization

(Rainy Day) Fund.

The largest line item is Health

and Human Services, at $60.270

billion. K‐12 Education is funded

at $54.222 Billion. Higher

Education is at $15.696 Billion,

Transportation funds are at

$12.9 Billion, and the Budget

Stabilization (Rainy Day) Fund is

to receive $1.8 Billion per this

Budget Plan. (Chapter 14 and

others, Statutes of 2017.)

Retention Payments

Reauthorized

AB 92 (Bonta), signed 7/10/17,

amends Public Contract Code

Sec. 7201 and 10261. A

retention payment is an amount

of up to 5% that is withheld from

final payment to the contractor

pending final inspection and

acceptance, per bid conditions.

Authorization to use retentions

would have expired on 1/1/18.

This Bill extends this expiration

date to 1/1/23. (Chapter 37,

Statutes of 2017.)

Official State Nuts Established

AB 1067 (Gray), signed 7/10/17,

adds Government Code Sec.

422.3. The official State nuts of

California are the almond,

pistachio, walnut and pecan.

(Chapter 49, Statutes of 2017.)

FY 17/18 Payment to PERS

SB 84 (Committee on Budget and

Fiscal Review), signed 7/10/17.

amends Government Code Sec.

16475, 16480.6, and 20825. It

took immediate effect as a

budget Bill. It authorizes a

supplemental payment to the

Public Employees' Retirement

System (PERS) in the amount of

$6 Billion.as a cash loan, to be

repaid by PERS to the General

Fund both in principal and

interest by 6/30/30. This nearly

depletes the budget stabilization

(rainy day) fund which had $8

Billion. This increased State

spending for FY 17/18 from $184

Billion to $190 Billion. (Chapter

50, Statutes of 2017.)

CAPPONEWS Legislative Report September 2017 Issue 3, Volume 102

More FY 17/18 Spending

AB 212 (Gonzales), signed

7/17/17, took immediate effect

as urgency legislation. It takes

$2,947,180 to pay claims against

the State. (Chapter 66, Statutes

of 2017.)

AB 1492 (Gonxales), signed

7/17/17, took immediate effect

as urgency legislation. It takes

$78,932.86 to pay claims against

the State. (Chapter 70, Statutes

of 2017.)

More Fingerprint Requirements

for Schools

AB 949 (Gipson), signed 7/21/17.

amends Education Code Sec.

45125.1. When a School District

hires a person as a sole

proprietor, they must consider

this person an employee for

fingerprint identification

purposes. The school district

must obtain the sole proprietor's

fingerprints and forward them to

the Dept. of Justice for a criminal

background investigation.

Reimbursement for costs may be

requested by the school district

per Government Code Sec.

17500 and following. (Chapter


Increased Affirmative Action

Requirements

SB 103 (Committee on Budget

and Fiscal Review) amends Fish

and Game Code Sec. 1861, adds

Government Code Sec. 14105.6,

14110.1, 14100.2, 14100.3, and

14100.4. It amends Labor Code

Sec. 3073.5, and Public Contract

Code Sec. 10140. It amends

Street and Highway Code Sec.

800, 2038, 2192 and 2192,2, and

adds Street and Highway Code

Sec. 800.5, 800.6, 800.7, 800.8

and 800.9. This Bill took

immediate effect.

Background: The Legislature

neglected State road repairs for

decades, so that an estimated

$54 Billion in delayed road work

has accumulated. The State

increased fuel taxes and

registration fees by $5.2 Billion

per year and this will increase

annually per the State CPI. This

FY, road and highway spending

was increased by $1.3 Billion and

the Legislature revised how this

funding must be spent.

Among other things, it requires

the Dept. of Transportation to

develop a plan to increase by up

to 100% the dollar value of

contracts awarded to small

businesses, disadvantaged

business enterprises, and

disabled veteran business

enterprises. By 1/1/19, the Dept.

must present the Legislature

with their Outreach Plan to

increase procurement from

small business enterprises,

including women‐owned,

minority‐owned, disabled

veteran‐owned, LGBT‐owned

(Lesbian, Gay, Bisexual,

Transsexual), and other

disadvantaged groups. The

Inspector General is to review,

audit, and report on these

outreach services. The Dept.

must annually report the

percentage participation in

contract award to these business

categories.

The Division of Apprenticeship

Standards and the California

Apprenticeship Council must

report annually demographics of

participants in apprenticeship

programs that include race,

ethnicity and gender.

Bid Notices placed on websites

must also be advertised in

newspaper, magazines or trade

papers whose primary audience

are under‐represented groups,

including women, minorities,

LGBT (Lesbian, Gay, Bisexual,

Transsexual), and disabled

veterans.

$5 Million is provided to the

California Workforce

Development Board for pre‐

apprenticeship training

programs and provide grants for

students in them. Demographic

data of grantees must be

reported to the Legislature.

An Advanced Mitigation Account

is created in transportation

funding to mitigate

environmental concerns from

transportation work, under

conservation plans approved by

the Dept. of Fish and Wildlife.

The Trade Corridors

Improvement Fund is recast and

placed in the Trade Corridors

Improvement Account. (Chapter


More Expansion For SF BART

SB 680 (Wieckowski), signed

7/21/17, amends Public Utilities

Code Sec. 29010.3. It increases

the ability of the San Francisco

Bay Area Rapid Transit District to

take real or personal property

for expansion. The prior limit

was one‐fourth mile from an

existing BART facility. This

extends it to one‐half mile from

an existing BART facility.


Update For State Emergency

Plan

AB 289 (Gray), signed July 24,

2017, adds Government Code

Sec. 8570.4. It requires the

Office of Emergency Services to

update the State Emergency Plan

to include best practices for local

governments and non

governmental agencies to

mobilize and to evacuate,

including those with disabilities

or functional needs, during an

emergency or national disaster.

This update is required on

1/1/19, and every five years

thereafter. (Chapter 106,

Statutes of 2017.)

More Requirements for Bus

Procurement

AB 673 (Chu), signed 7/24/17,

adds Public Utilities Code Sec.

99173. It requires public transit

operators who purchase a new

bus must use best practice

standards to: (1) reduce risk of

assault on bus operators, (2)

eliminate "blind spots" caused

by bus design or bus equipment,

(3) enhance the safety of

passengers, bus operators,

pedestrians and other vehicles.


Big Increase to Cap‐and‐Trade

AB 398 (Gonzalez), signed

7/25/17, changes Health and

Safety Code Sec. 38501, 38562,

38594, 38505.5, 38590.1,

38591.1, 38591.2, 38591.3,

38592.5, and 38592.6. In the

Public Resources Code, it adds

Sec.4213.05, and in the Revenue

and Taxation Code, it amends

Sec. 6377.1. Due to urgency, this

Bill took immediate effect.

In 2006, the Legislature set the

goal of reducing carbon

emissions to 1990 levels by the

year 2020. Because this has

already been accomplished, the

Legislature set a higher goal of

reducing carbon emissions to 40%

below 1990 levels by the year

2030. The State Air Resources

Board is to prepare a plan for

technologically feasible and cost‐

effective greenhouse gas

emission reductions and revise

the plan every five years. The

plan must set market‐based,

annually declining aggregate

emission limits. Offset plans and

protocols with direct benefits

are to prioritize disadvantaged

communities, Native American

tribal lands, rural and

agricultural regions.

An Independent Emissions

Market Advisory Committee is to

provide an annual report to the

Legislature on environmental

and economic performance of

market‐based compliance

mechanisms.

The California Workforce

Development Board must report

to the Legislature by 1/1/19, the

needs for technical education,

workforce development, and

community transition needed for

meeting statewide greenhouse

gas emissions reductions.

The Legislative Analyst's Office

must report to the Legislature

annually the economic impacts

and benefits of meeting

greenhouse gas emission

reductions.

Monies collected by market‐

based compliance go to the

Greenhouse Gas Reduction Fund

which is available for

appropriation by the Legislature.

Now, 60% is used for transit,

affordable housing, sustainable

communities, and the high‐

speed railway system. (Chapter


Notice and Approvals for

Electrified Fences

AB 549 (Quirk), signed 7/31/17,

adds Government Code Sec.

50031. It requires that cities,

counties, or a city and county

that approves a building permit

for an electrified security fence

must also notify the local fire

department and fire marshal and

provide them with a copy of the

permit. Other requirements for

safety and for warning signs

apply. (Chapter 138, Statutes of

2017.)

Additional Design‐Build

Approval

AB (Obernolte), signed 7/31/17,

adds Public Utilities Code Sec.

130828 and 130828.1. In 2017,

San Bernardino County

consolidated transportation

commissions, and created the

Sab Bernardino County Transportation Authority (SBCTA). The Legislature authorizes SBCTA to use the Design-Build bid process for the Mt. Vernon Avenue Viaduct project in the City of San Bernardino. (Design-Build s a bid process in which one vendor is selected to both design and build a public works project, and it requires advance approval by the State Legislature.) (Chapter 154, Statutes of 2017.)

Legislative Schedule

8/21/17 - State Legislature returns from Summer Recess.

9/4/17 - Labor Day Holiday.

9/15/17 - Last Day to pass a Bill this calendar year.

10/15/17 - Last Day for Governor to sign or veto a Bill this calendar year

1/1/18 - Statutes take effect unless another effective date is in the Bill.

1/3/18 - Legislature reconvenes to start year two of their two-year session.

References:

For Legislation in 2017:

www.leginfo.legislature.ca.gov.

For Legislation up to 2016:

www.leginfo.ca.gov.

For State Budget details:

www.ebudget.ca.gov.

PTAC Services

Submitted By:Cameron B. Langner Harlan Delzer Sr. Procurement Counselor Contracts/Programs Administrator Monterey Bay PTAC Inland Empires Utility Agency

CAPPONEWS PTAC Services September 2017 Issue 3, Volume 102

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CAPPONEWS Editor’s Comments September 2017 Issues 3, Volume 102

Submission Deadline Articles & Papers for CAPPO

December 2017 and March 2018 Newsletter:

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