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Property Management Employment Contract

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Property Management Employment Contract document sample

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									National Contract Management Association
Board of Directors 2007-2008


       How NCMA Works




                     Insert Title of Presentation Here
                                                         1
Vision, Mission, Values, and
Strategic Agenda




                     Insert Title of Presentation Here
                                                         2
Vision


• NCMA will lead and represent the
  contract management profession. Our
  vision is that enterprises will succeed
  through improved buyer-seller
  relationships based on common values,
  practices, and professional standards.



              - NCMA Policy 1-4, Long Range Plan and Strategic Objectives (April 2007)
                               Insert Title of Presentation Here
                                                                                   3
Mission


• NCMA’s mission is to improve
  organizational performance through
  effective contract management.




             - NCMA Policy 1-4, Long Range Plan and Strategic Objectives (April 2007)
                              Insert Title of Presentation Here
                                                                                  4
Values

• We are committed to:
• Principled professional conduct and achievement, as
  dictated by our Code of Ethics;
• An open exchange of ideas in a neutral forum;
• A culturally and professionally diverse membership;
• Excellence in everything we do, especially our
  service to our members and the contract
  management community;
• Continuing education, training and leadership
  opportunities through a network of local chapters;


                  - NCMA Policy 1-4, Long Range Plan and Strategic Objectives (April 2007)
                                   Insert Title of Presentation Here
                                                                                       5
Values (continued)

• Remaining the preeminent source of professional
  development for contract professionals.
• Recognizing and rewarding professional excellence
  and superior individual achievement in support of the
  contract management profession;
• Demonstrated professional achievement through
  Certification;
• Quality volunteer leadership; and
• Members’ independence of purpose, freedom of
  action, and responsibility to the people and
  organizations they serve.

                   - NCMA Policy 1-4, Long Range Plan and Strategic Objectives (April 2007)
                                    Insert Title of Presentation Here
                                                                                        6
Value Propositions

• NCMA provides the tools, resources,
  and leadership opportunities to enhance
  each member of the profession’s
  performance, career, and
  accomplishments.
• NCMA provides the structure, name
  recognition, and products to facilitate
  chapters aligned with the focus of local
  contracts professionals.
              - NCMA Policy 1-4, Long Range Plan and Strategic Objectives (April 2007)
                               Insert Title of Presentation Here
                                                                                   7
Value Propositions (continued)
• NCMA provides employers ready-access to
  skilled human capital, learning resources,
  best practices, standards, and metrics of the
  profession.
• We enable other entities such as
  researchers, consultants, trainers, recruiters,
  advertisers and universities to gain broad
  access to defined segments of our community
  of practice and our Body of Knowledge for the
  purpose of advancing the profession and
  fulfilling their individual goals.
                - NCMA Policy 1-4, Long Range Plan and Strategic Objectives (April 2007)
                                 Insert Title of Presentation Here
                                                                                     8
Strategic Objective #1
• Take a more active role in professional
  advocacy.
  – Develop professional standards, including an
    updated ethics standard.
  – Expand and improve awards programs, and
    publicity of award winners, to recognize excellent
    performance within the contracting profession.
  – Monitor public policy, providing timely information
    and opinions to members and organizations on
    legislative and regulatory actions that affect the
    contract management profession.



                            Insert Title of Presentation Here
                                                                9
Strategic Objective #2

• Create the next generation of contract management
  professionals.
   – Create student chapters.
   – Recruit student members.
   – Create programs and services for students.
   – Incorporate student activities in all programs and services.
   – Increase internship opportunities.
   – Develop standard curricula for undergraduate, graduate and
     continuing education programs.
   – Expand CM curricula in university programs.
   – Conduct Leadership Development Program (CMLDP)



                                 Insert Title of Presentation Here
                                                                     10
Strategic Objective #3


• Penetrate the federal contracting
  community to a greater degree.
  – Expand BOA appointments.
  – Expand and publicize DAU and FAI
    recognition of NCMA certification
    equivalency to Defense Acquisition
    Workforce Improvement Act Certification.



                       Insert Title of Presentation Here
                                                           11
Ten Basic Responsibilities of
Nonprofit Boards

• Determine the organization's mission and purpose. It
  is the board's responsibility to create and review a
  statement of mission and purpose that articulates the
  organization's goals, means, and primary
  constituents served.
• Select the chief executive. Boards must reach
  consensus on the chief executive's responsibilities
  and undertake a careful search to find the most
  qualified individual for the position.



                                              Source: BoardSource
                            Insert Title of Presentation Here
                                                                12
Ten Basic Responsibilities of
Nonprofit Boards (continued)

• Provide proper financial oversight. The
  board must assist in developing the
  annual budget and ensuring that proper
  financial controls are in place.
• Ensure adequate resources. One of the
  board's foremost responsibilities is to
  provide adequate resources for the
  organization to fulfill its mission.
                                       Source: BoardSource
                     Insert Title of Presentation Here
                                                         13
Ten Basic Responsibilities of
Nonprofit Boards (continued)

• Ensure legal and ethical integrity and
  maintain accountability. The board is
  ultimately responsible for ensuring adherence
  to legal standards and ethical norms.
• Ensure effective organizational planning.
  Boards must actively participate in an overall
  planning process and assist in implementing
  and monitoring the plan's goals.


                                          Source: BoardSource
                        Insert Title of Presentation Here
                                                            14
Ten Basic Responsibilities of
Nonprofit Boards (continued)

• Enhance the organization's public standing.
  The board should clearly articulate the
  organization's mission, accomplishments, and
  goals to the public and garner support from
  the community. [Advocacy]
• Recruit and orient new board members and
  assess board performance. All boards have a
  responsibility to articulate prerequisites for
  candidates, orient new members, and
  periodically and comprehensively evaluate its
  own performance.

                                          Source: BoardSource
                        Insert Title of Presentation Here
                                                            15
Ten Basic Responsibilities of
Nonprofit Boards (continued)

• Determine, monitor, and strengthen the
  organization's programs and services. The board's
  responsibility is to determine which programs are
  consistent with the organization's mission and to
  monitor their effectiveness.
• Support the chief executive and assess his or her
  performance. The board should ensure that the chief
  executive has the moral and professional support he
  or she needs to further the goals of the organization.



                                               Source: BoardSource
                             Insert Title of Presentation Here
                                                                 16
NCMA People and Programs




                 Insert Title of Presentation Here
                                                     17
Board of Advisors (BOA)


• Leaders from the CM community – control workforce,
  influence policy, or possess special skills.
• Appointed by President, confirmed by the BOD.
• One year terms.
• Advise the President on issues relevant to the
  profession.
• No organizational structure or work product.
• 105 current, increasing to 200 in 2007-2008.




                          Insert Title of Presentation Here
                                                              18
Council of Fellows (COF)

• Leaders from the NCMA community –
  accomplishments in the association and profession.
• Nominated for the Fellow award, approved by the
  Awards and Honors Committee.
• Lifetime status.
• Asset to NCMA – authors, speakers, volunteer
  leaders.
• Social network.
• No organizational structure or work product.
• ~700 current Fellow members.


                           Insert Title of Presentation Here
                                                               19
Contract Management Institute (CMI)


• Tax exempt 501(c)(3) foundation.
• Board of Trustees composed of 5
  NCMA officers, plus up to 10 at-large
  trustees appointed by the NCMA
  President.
  – At-large trustee positions are all vacant.
• Currently inactive except for Golf
  Tournament.

                         Insert Title of Presentation Here
                                                             20
Staff

• 23 FTEs
• ASAE benchmarks 39.0 FTEs – 40.4 FTEs

• Salaries and benefits as % of revenue = 31%
• ASAE benchmarks are 35.4% – 37.1%

• Revenue per employee = $258,112
• ASAE benchmarks are $185,000 - $197,000



                           Insert Title of Presentation Here
                                                               21
Neal J. Couture, CPCM
Executive Director

• Governance activities, and Board
  management.
• Strategic planning and
  management.
• Staff management.
• Executive Committee.
• Strategic Planning Committee.
• Finance and Budget Committee.
• Advocacy Committee.
• Chapter Development Committee.
• CMI management.



                                             January 1999
                                           Member since 1986
                               Insert Title of Presentation Here
                                                                   22
Steven Boshears, CPCM, CFCM, Fellow
Chief Knowledge Officer

• Resident subject matter expert.
• Programs include:
   – National Education Seminars.
   – Certification programs.
   – Audio-seminar programs.
   – Education publications (books and
     study guides).
   – Conference program content.
   – On-line programs.
   – LDP and Student programs (Dr.
     John Wilkinson).
• Advocacy Committee.
• Contract Management Certification
  and Accreditation Board (CMCAB).

                                                        July 2004
                                    Insert Title of Presentation Here
                                                                        23
Sam Smith, CPA
Chief Financial Officer

• Financial management and
  reporting (including CMI).
• Accounting.
• Investments.
• Audit coordination.
• Information technology systems.
• Finance and Budget Committee.
• Asset Management Committee.
• Audit Committee advisor.

                                           September 2002
                           Insert Title of Presentation Here
                                                               24
Amy Miedema
Director of Creative Services

• Editor-in-chief.
• Contract Management magazine.
• Journal of Contract Management.
• Advertising services.
• CM Jobs.com website and career
  programs.
• NCMAHQ website content
  management.
• Marketing collateral design and
  production.
• Educational product editing,
  design, and production.


                                            September 2001
                               Insert Title of Presentation Here
                                                                   25
Michelle Beckner-Bourke, CMP
Director of Meetings
•   Conference logistics management.
     –   Event registration.
     –   Site review and selection.
     –   Speaker coordination.
     –   Volunteer coordination.
     –   Facility contracts.
     –   Room blocks.
•   Programs include:
     – World Congress.
     – Aerospace and Defense Contract
       Management Conference.
     – Government Contract Management
       Conference.
     – Executive Conference.
     – Leadership Summit and Mid-year
       Leadership Conferences.
     – Governance meetings.

                                                         June 2002
                                       Insert Title of Presentation Here
                                                                           26
Rita Rose
Membership Manager

• Membership benefits.
• Membership trend
  analysis and reports.
• Organization and
  group membership
  sales.


                                October 2006
                     Insert Title of Presentation Here
                                                         27
Wendy Murrah
Chapter Relations Manager

• Chapter oversight, support,
  reports, and communications.
• Awards programs.
• Leadership Summit and Mid-
  Year Leadership Conference
  program development.
• Fellows communications.
• Chapter Development
  Committee.
• Awards and Honors
  Committee.
                                            June 2001
                          Insert Title of Presentation Here
                                                              28
Correen Dingle
Customer Service Manager

•   Telephone and email customer service.
•   Customer contact information.
•   Membership application processing.
•   Membership invoicing.
•   Certification application processing.
•   Book order processing and fulfillment.
•   Conference registration (except for
    Congress).
                                           April 2007
                         Insert Title of Presentation Here
                                                             29
          Revenue Budget 2006-2007



    Meetings                        Membership
     30%                              30%




Certification
    2%
                                   Education
                                     15%
            Advertising
              23%


                          Insert Title of Presentation Here
                                                              30
                   Revenue FY 2006-2007                                         Revenue FY 1997
                                                                            Miscellaneous
                                                                                 1%

                                                                         Meetings
                                                                          10%

                                                            Certification
                                           Membership            2%
     Meetings
                                             30%                                                  Membership
      30%                                                  Advertising
                                                                                                     34%
                                                              8%




Certification
    2%

                                          Education
                                            15%
                Advertising                                              Education
                   23%                                                     45%




                  $ 5,518,336                                                 $ 4,181,675

                                                        Insert Title of Presentation Here
                                                                                                               31
Membership
•   Member-only benefits include:
•   NCMA Affiliation
•   Chapter Affiliation
•   Contract Management Magazine
•   Journal of Contract Management
•   CM News (now twice monthly)
•   StudentConnect (student and faculty members only)
•   Salary Survey Executive Summary
•   Volunteer leadership opportunities
•   Resource Guide
•   Discounts on Professional Certification Programs, Audio Seminars,E-Courses,
    Educational Conferences, Publications, Chapter Programs and National
    Educational Seminars.

•   Public access:
•   www.ncmahq.org (main NCMA website containing news and information)
•   www.ContractManagementJobs.com (job listings and resumes)
•   Career Fairs
•   Networking Opportunities
•   Awards and Honors



                                         Insert Title of Presentation Here
                                                                                  32
Membership

             As of May           PY 2006
             31, 2007
   Members    17,722              17,756

   New (11     3436                3785
   months)




                  Insert Title of Presentation Here
                                                      33
   Membership
Category        Dues                          Requirements
Regular         $110   An individual member who belongs to a chapter and is
                       current in all obligations to the Association.
Associate       $45    An individual member who belongs to a chapter, and is
                       current in all obligations to the Association, and who has
                       an annual gross income less than $35,000, or are
                       presently unemployed.
Retired         $45    An individual member who is now a retired person, and not
                       self-employed, who was previously a Regular or Associate
                       member of NCMA.
Organization    $80-   Price set by Executive Director, terms negotiated with
                $110   employers.
Students         $0    Full-time undergraduate students in an accredited, degree-
                       granting institution, and do not hold full-time employment in
                       contract management or related field.
Complimentary    $0    Life members, honorary life members, corporate partners,
                       education partners

                                         Insert Title of Presentation Here
                                                                                    34
National Education Seminars
                                         •   Solicitations, Bids, Proposals and
•   Chapter hosts (35)                       Source Selection - August 2007!
     – Chapter sets the price            •   Earned Value Management -
     – Chapter selects the speaker           November 2007!
     – Chapter manages the               •   Leadership: Building High-
       facilities, logistics                 Performance Buying and Selling
     – Share marketing                       Teams
     – Chapter pays NCMA $99 pp          •   Performance-Based Acquisition
•   NCMA hosts at Chapter’s              •   Contract Negotiations
    invitation (10)                      •   Best Contracting Practices for
     – NCMA sets the price                   Business
     – NCMA selects the speaker
                                         •   Service Contracting: An Integrated
     – NCMA manages the facilities,          Approach
       logistics
     – Share marketing                   •   The Contracting Professional as
     – Chapter receives $20 pp               Risk Manager
•   NCMA manages (10)                    •   Project Management in the
                                             Contracting Process
     – NCMA does everything
     – No chapter involvement



                                      Insert Title of Presentation Here
                                                                            35
    Audio-seminars
•   live, 90-minute events, much          •   FAR Part 45 Rewrite - The
    like talk radio programs                  New Government Property
•   speakers use prepared slides              Clause June 26, 2007
    that are sent to the                  •   FAR Overview (Subchapter A
    participating sites through e-            – General) (Basics) July 12,
    mail in advance of the                    2007
    seminar
                                          •   Contract Administration
•   one low fee per seminar, no               Basics (Planning) (Basics)
    limit to number of people that            July 19, 2007
    can listen at each site.
                                          •   Contract Law Basics (Basics)
•   recorded audio CDs (with all              August 9, 2007
    seminar materials included as
                                          •   Pricing Basics (Introduction to
    PDF documents) available for
                                              Pricing) (Basics)
    purchase.
                                                    August 23, 2007
•   price is $179 per site.



                                     Insert Title of Presentation Here
                                                                            36
E-courses
  Certification prep courses         Certificate of Ethics Education
      – General Business Module      • Five courses:
        Prep Courses (5 titles)           – Business Ethics: An
      – Federal Module Prep                 Introduction
        Course                            – Ethical Leadership
                                          – Resolving Conflicts of Interest
      – Commercial Module Prep
        Course*                           – Gifts and Gratuities
                                          – Government Contracts: Truth
  • Self-paced, asynchronous                in Negotiations
  • $125 per course                  •   Self-paced, asynchronous
                                     •   $300 members/$350 non-
                                         members for all five courses.




                               Insert Title of Presentation Here
                                                                         37
Certification




                Insert Title of Presentation Here
                                                    38
   Publications
Product                                             Date
Journal of Contract Management                      September 2007
The Resource Guide 2008                             November 2007
The 2007 Membership Survey                          December 2007
The 2007 Salary Survey                              February 2008




                                 Insert Title of Presentation Here
                                                                     39
Conferences

               • Conference chairs
                 nominated by Executive
                 Director and appointed
                 by President.
               • Site selection, dates,
                 and pricing.
               • Paperless events –
                 online within 1 week.


              Insert Title of Presentation Here
                                                  40
           Advertising
Banner Advertising on NCMA's Web site
More than 60,000 Visitors per Month
More than 200,000 Page Views per Month
More than 1,500,000 Hits per Month




                                          Insert Title of Presentation Here
                                                                              41
Exhibitors




             Insert Title of Presentation Here
                                                 42
Education Partners




                     Insert Title of Presentation Here
                                                         43
      Corporate Sponsors
Insert Title of Presentation Here
                                    44
E-Newsletters




                Insert Title of Presentation Here
                                                    45
Chapters

• 148 chartered chapters
    – 3 student chapters
    – 1 “organizational” chapter – National Guard Bureau
• 118 active (leaders identified, programs)
• 2 actively reorganizing (leaders identified, no programs)
    – Music City, Charleston
• 15 in “rescue” queue (more than 25 members, no leaders)
    – Sand Hills, San Gabriel, High Desert, Golden Gate, Monterey
      Peninsula, Chicago, Gateway to the South, Capital Region,
      Northeast Ohio, Portland/Vancouver, Greenville,
      Heidelberg/Ramstein, Indianapolis, Maple Leaf, Research Triangle
• 13 dormant (less than 25 members)
    – Western Michigan, Magnolia, Jersey Shore, Western Australia,
      Cairo, Egypt, Anglo-American, Hafa Adai, Cukorova, East Anglia,
      Tulsa, Seoul, Kuwait, Okinawa Island


                                    Insert Title of Presentation Here
                                                                         46
Relocation

• Relocated to
  Ashburn,
  Virginia in
  March 2007
• Own 6,000
  s.f. office
  condominium

                 21740 Beaumeade Circle, #125
                      Ashburn, VA 20147

                   Insert Title of Presentation Here
                                                       47
Chapter Financing

• Membership rebates.
    – Must have filed annual report, including financial report, audit
      report, and chapter officer roster.
• Each chapter has a taxpayer identification number.
• Chapters are included in our group tax filing.
• Taxable income.
• NCMA assists chapters in obtaining merchant
  accounts to accept credit card payments.
• Chapters retain their assets, until they go dormant.
• Audits and investigations conducted by CFO.


                                   Insert Title of Presentation Here
                                                                         48
Review of Current Financial Condition


• Statement of Activities, for the 11 month
  period July 1, 2006 through May 31, 2007.
• Statement of Position, as of May 31, 2007.
• Annual Operating Budget for FY 2008.
• Amounts in reserve in restricted and
  unrestricted funds.
• Line of Credit available through Wachovia.
• D&B Credit score.

                        Insert Title of Presentation Here
                                                            49
Board committees

• Board committees deal with policy and strategic work
  and may make decisions on behalf of the Board.
• Board committees are formed entirely of members of
  the Board. The following Board committees are
  established:
   – Executive: Acts on behalf of the Board on urgent matters
     between business meetings, and sets compensation and
     deals with personnel matters. Reference Policy 3-1,
     Executive Committee for specific charter and duties.
   – Finance and Budget: Oversees the financial planning and
     reporting of the association. Reference Policy 3-3, Finance
     and Budget Committee for specific charter and duties.



                                 Insert Title of Presentation Here
                                                                     50
Standing Committees
• Standing committees perform essential
  responsibilities of the Association and its Directors.
  The following Standing Committees are established:
• Policy: Advises the Board and proposes policy for the
  association. Reference Policy 3-2, Policy Committee
  for specific charter and duties.
• Audit: Oversees the financial audits and selects the
  auditor. Reference Policy 3-4, Audit Committee for
  specific charter and duties.




                             Insert Title of Presentation Here
                                                                 51
Standing Committees (continued)

• Asset Management: Oversees the assets and
  investments, drafts investment policy statements for
  Board approval, and advises the Board on policies.
  Reference Policy 3-5, Asset Management Committee
  for specific charter and duties.
• Governance: Maintains the Bylaws and advises the
  Board on governance structures and practices.
  Reference Policy 3-6, Governance Committee for
  specific charter and duties.



                           Insert Title of Presentation Here
                                                               52
Standing Committees (continued)

• Nominations and Elections: Identifies candidates for officer,
  director, and committee positions, oversees the election
  process, and recommends committee assignments. Reference
  Policy 3-7, Nominations and Elections Committee for specific
  charter and duties. This committee will make recommendations
  based on the interests, capabilities and past performance of the
  individuals, and the needs of the committees and the
  association.
• Committee on Professional Standards and Ethics: Develops,
  maintains and communicates standards of the profession.
  Reference Policy 3-9, Committee on Professional Standards
  and Ethics for specific charter and duties.




                                  Insert Title of Presentation Here
                                                                      53
Standing Committees (continued)

• Awards and Honors: Oversees the establishment and
  operation of awards programs, and identifies,
  nominates, evaluates nominations, and selects award
  candidates. Reference Policy 3-8, Awards and
  Honors Committee for specific charter and duties.
• Executive Director Assessment: Responsible for the
  annual evaluation of the Executive Director’s
  performance. Reference Policy 3-10, Executive
  Director Assessment Committee for specific charter
  and duties.



                           Insert Title of Presentation Here
                                                               54
Standing Committees (continued)

• Advocacy: Monitors, analyzes and
  communicates developments and issues
  affecting the contract management profession
  Reference Policy 3-11, Advocacy Committee
  for specific charter and duties.
• University Outreach and Relations:
  Establishes and manages relationships with
  the academic community. Reference Policy 3-
  13, Committee on University Outreach and
  Relations for specific charter and duties.

                       Insert Title of Presentation Here
                                                           55
Standing Committees (continued)

• Leadership Development Program Oversight:
  Oversees the design and performance of the
  Leadership Development Program, including
  the approval of curriculum, review and
  selection of program applicants and mentors,
  and program assessment. Reference Policy
  3-12, Leadership Development Program
  Oversight Committee for specific charter and
  duties.

                       Insert Title of Presentation Here
                                                           56
Ad Hoc Committees

• Ad hoc committees are established by the
  Executive Committee or the full Board to deal
  with specific issues of a limited duration.
• Membership on Ad Hoc committees may be
  either Board members or members of the
  Association.
• Chapter Development Committee is the only
  appointed ad hoc committee presently.


                        Insert Title of Presentation Here
                                                            57
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                                    58

								
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