July 2009 Chapter Telecon“Chapter Annual Reports”“Walter R. Graalman Awards”

Mary Beth Lech, CFCM, FellowNCMA Chapter Relations Manager1.800.344.8096 x419mlech@ncmahq.org

2

First…

•Thanks to all who atttended Leadership Summit in Denver– GREAT conference!

•See you at Mid Year in Las Vegas– We are back at The Luxor– Jan 22-23, 2010

3

Chapter Requirements

•FIVE Things due on or before Aug 31st

– Chapter Annual Report– List of your 2009 – 2010 Officers and Volunteers– Chapter Financial Report– Chapter Audit Report– Copy of the chapter bylaws

4

IF all Five Items are received by Aug 31st

•Then the chapter is eligible for consideration for the Walter R. Graalman Award

•NO separate submission required for the Graalman award

5

Chapter Annual Report

•NO required format– BUT, limited to 6 pages– SHOULD be structured so that it describes what

your chapter accomplished in support of 3 NCMA objectives

•NO additional backup information required– We believe in the NCMA Code of Ethics

6

Objectives

1. Provide Value to Members2. Connect NCMA to Members3. Chapter Operated Effectively

http://intranet.ncmahq.org/NCMA%20Forms/Forms/AllItems1.aspx

7

Categories for Graalman Award

•Based on chapter size as of 1 Jul 2008– Category I 0-100 Members– Category II 101-200 Members– Category III 201+ Members

Use the chapter roster that was sent with your rebate check.

That is your starting roster.

8

Why change the structure?

• On-going for the past 3 years.– A gradual transition

• The Graalman criteria established early in NCMA’s history is a good tool to consider when planning your year. – Because each chapter faces its own challenges, a guide

that would apply to all chapters became increasingly difficult to devise.

• Don’t want cookie cutter approach• Do not want submissions that mirror the sample• We DO want to know what you did!• How did that support the national objectives?

9

New grading format

• The Graalman Award committee will use a color coding (Green, Amber, Red) to assess your chapter’s success against NCMA national goals and objectives.– The spreadsheet provided shows examples of what could

represent success against these objectives.

• Each of the four objectives has several sub components, each earning a code of Green, Amber or Red.

• At the end of each objective, the reviewers will provide an overall color code for that objective.

• The size of the chapter will be considered in this overall objective rating.

10

Designation Levels

Quality Chapter – No Objectives Red

Bronze Level – One Objective Green

Silver Level – Two Objectives Green

Gold Level – Three Objectives Green

11

Objective 1: Provide value to members

Rating Green Amber Red

Did you conduct or co-conduct a one-day conference or seminar other than NES? > 4 hours in duration > 4 hours no seminars n/a

Does your chapter conduct or co-conduct a workshop program? at least 3only 1 or 2 hours; or

only networking no seminars

Did you organize, offer and conduct or co-conduct a an organized study program for certification candidates? Offered and taken Offered but no takers none offered

Did your chapter host or co-host a National Education Seminar (NES)? yes No N/a

Did your chapter host or co-sponsor any other NCMA seminar originated by the NCMA National organization? NES or Audio yes No N/a

Does your chapter have a scholarship program? yes   no

Did your Chapter nominate and support participants to the NCMA Contract Mgt Leadership Development Program? Did the CMLDP nominee serve in a Leadership role in your Chapter? yes no n/a

Innovation/Quality of Meeting National and Strategic Goals  

aware of goal and working towards it

aware of goal but not fully engaged

seems unaware of goal and relationship to chapter

12

Spreadsheet—Award Criteria 08-09

http://intranet.ncmahq.org/NCMA%20Forms/Forms/AllItems1.aspx

13

Graalman Committee Chair

• Joan Wysoske•wysoske@aol.com•Home Phone: 563-332-8821•Cell: 563-343-0041

14

2009 – 2010 Awards and Honors Committee Chair

• Janet Mattson janet.mattson@samhsa.hhs.gov•Work Phone: 240-276-1501•Fax: 240-276-1510

15

Submission date – August 31st

•Send to chapterrelations@ncmahq.org

16

???

17

Thank you for joining us today

•Hope you are having a GREAT summer!

18