Texas Building and Procurement Commission Contract Manager Training - PowerPoint

							Texas Building and Procurement Commission
Contract Manager Training Program
             (CMT)
Statutory Requirements

   Pursuant to Gov’t. Code §2262.053, the
    Texas Building and Procurement
    Commission (TBPC) administers a training
    program for state agency contract managers.
Who is required to attend?

   According Gov’t. Code §2262.053, contract
    managers or individuals who perform
    significant contracting duties for the agency
    are required to attend the CMT program.
   The determination is made by each agency
    in conjunction with the State Auditor’s Office.
      Contract Manager Training Requirement Flow Chart

      Required to attend TBPC’s                               Integrated Supply Chain Management
      Contract Manager Training                               Research/Procurement Review
                                                              Value Add Analysis
                                                              Project Manager
                                                              Risk Analysis
                               Contract Manager               Communications Management




  Supplier’         Supplier           Purchaser   End User    External
     s                                                         Customer
  Supplier
                                                                            Vendor Performance
                                                                            Contract Maintenance
    Best Value Considerations
Inventory/Warehousing    Cycle Time
Delivery                Lead Time                         Contract
Performance                                             Administrator
What classes will be required?

   State Government Contracting (SGC)
   Project Management for State Contract
    Managers (PM)
   Power Negotiations (PN)
   Supply Chain Optimization (SCO)
State Government Contracting

By taking this two-day class, the learner will be able to:
  • Describe the structure and content of the State of Texas
  Contract Management Guide (guide).
  • Perform their contract manager responsibilities in compliance
  with any requirements or goals contained in the guide and in an
  ethical manner.
  • Define the steps involved in contract management planning
  and how objectives, assumptions, and constraints integrate
  into the larger organizational project.
  • Identify, quantify, and effectively minimize contract risk.
  • Explain the legal elements of a contract.
  • Implement performance criteria to effectively manage
  vendors.
State Government Contracting

Class topics include:
 • State Contracting
 • Contract Management Planning
 • The Procurement Process
 • Legal Considerations
 • Terms and Conditions
 • Contract Forms and Questionnaires
 • Contract Administration
 • Contract Closeout
SGC Equivalent Training

   Exemption from TBPC’s State Government Contracting
    (SGC) class:

    1. Individuals who hold a Certified Professional Public Buyer
    (CPPB) certificate or a Certified Public Purchasing Officer
    (CPPO) certificate from the Universal Public Purchasing
    Certification Council (UPPCC).

    2. Individuals who hold a Masters Certificate in Government
    Contracting or a Masters Certificate in State and Local
    Government Contracting from ESI, International.
Project Management for
State Contract Managers

By taking this class the learner will be able to:
  • Explain the project life cycle and how to incorporate the
  elements of project management into contract
  management.
  • Define project management process groups and
  knowledge areas.
  • Identify opportunities and constraints in contract
  development.
  • Use quality control techniques to help improve the
  overall contract management process.
  • Manage budget and costs throughout a project lifecycle.
  • Assemble and manage a high-performance team.
  • Effectively and successfully execute a project.
Project Management for
State Contract Managers

Class topics include:
 • Introduction to Project Management
 • Project Initiation
 • Planning Tools and Techniques
 • Budget Management and Resource Allocation
 • Project Execution through Teambuilding and
 Teamwork
 • Measuring and Controlling Project Performance
 • Project Closeout
PM Equivalent Training
   Exemption from TBPC’s Project Management for Contract
    Managers (PM) class:

    1. Individuals who hold a Project Management Professional (PMP)
    certificate or a Certified Associate in Project Management (CAPM)
    certificate from the Project Management Institute® (PMI).
    2. Individuals who hold a Masters Certificate in State and Local
    Government Contracting, or a Masters Certificate in Project
    Management, or an Advanced Masters Certificate in Project
    Management, or a Masters Certificate in Information Technology
    Project Management from ESI, International.
    3. Individuals who hold a Certified Construction Manager (CCM)
    certificate from the Construction Manager Certification Institute
    (CMCI).
Power Negotiations

By taking this class the learner will be able to:
  • Implement negotiation strategies and
  techniques to influence behavior.
  • Assemble and manage an effective
  negotiation team.
  • Establish and negotiate for pricing that is
  cost effective and reflects the actual cost of
  provided services.
  • Negotiate for the future.
Power Negotiations

This class is designed to provide an in-depth look at
the strategies, tactics, and skills that are effective in
contract formation and negotiations.
The focus on this class is negotiating major contracts
(greater than $1 million).

 Class topics include:
• Negotiation Skills
• Planning and Preparation
• Conducting Negotiations
• Contract Review and Renewal
PN Equivalent Training

   Exemption from TBPC’s Power Negotiations (PN)
    class:

    1. Individuals who hold a Certified Professional
    Public Buyer (CPPB) or Certified Public Purchasing
    Officer (CPPO) certificate from the Universal Public
    Purchasing Certification Council (UPPCC).
    2. Individuals who hold a Masters Certificate in
    Government Contracting or a Masters Certificate in
    State and Local Government Contracting from ESI,
    International.
Supply Chain Optimization

By taking this class the learner will be able to:
  • Define what the supply chain is and its effects on
  each business function.
  • Measure the impact of supply chain optimization.
  • Verbalize the importance of proper planning and
  resource management.
  • Identify elements of cost throughout the supply
  chain.
  • Utilize techniques for making best-value sourcing
  decisions.
  • Improve the overall quality of the contract
  management process.
Supply Chain Optimization

Class topics include:
  • Total Cost Management
  •Supply Chain Mechanics
  • Implementing Solutions to problems
  • Eliciting Organization-wide Cooperation
  • The business impact of the Supply Chain
SCO Equivalent Training
   Exemption from TBPC’s Supply Chain Optimization (SCO)
    class:
    1. Individuals who hold a Certified Purchasing Manager (C.P.M.)
    certificate from the Institute for Supply Management (ISM).
    2. Individuals who hold a Certified Professional Public Buyer (CPPB)
    certificate from the Universal Public Purchasing Certification Council
    (UPPCC).
    3. Individuals who hold a Certified in Production and Inventory
    Management (CPIM) certificate, or a Certified Fellow in Production and
    Inventory Management (CFPIM) certificate, or a Certified Supply Chain
    Professional (CSCP) certificate, or a Certified in Integrated Resource
    Management (CIRM) certificate from APICS The Association for
    Operations Management.
What are the certification
requirements?

   At this time, certification is optional.
   In order to obtain certification, an individual
    must attend all four classes ( or meet the
    exemption requirements), pass the
    certification exam, and apply for certification.
Exemptions

   Outside of the exemptions that exists per
    class, individuals holding a certification from
    the National Contract Management
    Association are exempt from the training
    requirements, but must take and pass the
    CTCM exam as well as apply for certification
    in order to be certified.
Do these classes have to be taken in
any particular order?

   No. But the suggested order is:
         – State Government Contracting
         – Project Management for State
           Contract Managers
         – Power Negotiations
         – Supply Chain Optimization
Certified Texas Contract Manager
             (CTCM)




               Exam Overview
CTCM Exam Overview

   100 questions
   Multiple Choice
   Two Hours for Completion
   Cost- $120 by credit card or $130 by ITV/PO
State Government Contracting

   3 “o” approach to contract management
   Steps in contract management
   Grant Management Circulars
   Vendor vs. Sub-recipient
   Risk Categories
   Statement of Work
   Progress Assessment Report
   Elements of a Contract
   General Claim Categories
   Essential Clauses
Project Management for Contract
Managers

   Performance Measurements
   Project Management Tracking Tools
   Project Closing
   Project Management Knowledge Areas
   Project Lifecycle
   Project Constraints
   Risk Analysis
   Project Team Development Stages
   Motivational Theories
Power Negotiations

   Interest vs. Points
   BATNA
   Objective Standards
   Negotiations Philosophies
   Planning for Negotiations
   Best Practices
Supply Chain Optimization

   Supply Chain Costs
   Scarcity
   Inventory
   Productivity
   Performance
Contact Information

         Angé McCrary, CTP
          Training Specialist
            512/463-3444
    ange.mccrary@tbpc.state.tx.us
                  or
        ctp@tbpc.state.tx.us