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an OPPA member; the Harold F. Vaughan Award. Congratu- lations are in order for Nancy Ahlbin. Nancy has been a long time member of OPPA. She used to, almost single handedly, put together the OPPA Confer- ences and Workshops. Addi- tionally she was the Newsletter Editor and did just about any- thing else the Board asked of her. Happy retirement Nancy, you deserve only the best! The 2012 OPPA Award win- ners were presented at this year’s Spring Conference and Exhibitor Showcase in Bend. The awards were presented during the banquet on Thursday evening. Brian Smith from Multnomah County garnered the Manager of the Year Award and Diane Woods from the City of Albany took home the Buyer of the Year Award. This year’s Mentor of the Year Award went to Sara Roth from the Secretary of State’s Office and Barry Zimmerman from Multnomah County earned the Volunteer of the Year Award. Kim Dunston presented the Pres- ident’s Award to a very deserving Katie Shaw who works for the Oregon Lottery. For providing exemplary service to OPPA over the course of their career, a recently retired member of OPPA received the highest honor that can be bestowed upon Dear Mem- bers, It’s that time of year again when OPPA starts anoth- er year with the new Board. I am very excit- ed to be your President and look forward to working with a group of talented colleagues. For those of you who don’t know me, I began my service to OPPA as a volunteer on the Program Committee in 2005. I found it to be such a rewarding experience that I asked my man- ager if she would approve and support me in running for a Director position. Obviously she said yes. Thank you Keri Stocks. I served 3 years as Di- rector where I was the Commu- nication Chair. One of my du- ties as the Communication Chair was to make sure the Newsletter was published 3 times a year. The committee had won- derful people on it so it made my job easy. Other duties I had as Director were serving on the Di- versity committee and Program Committee. In 2010 I decided it was time to take on a new chal- lenge and I ran for OPPA Secre- tary and I won much to my sur- prise. It has been a great experi- ence volunteering for OPPA. What a great organization to be a part of. Currently I am employed with the Oregon State Lottery in Salem as a Procurement and Contracts Analyst. I have been with the Lottery for 25 years. I started my career as a Customer Service Spe- cialist. After a year I was promot- ed to a Purchasing Assistant. My duties included purchasing print- ed forms, office supplies, furni- ture and equipment as well as arranging state business travel for employees and training meetings. In 1998 I was promoted to a Procurement and Contracts Specialist. My duties included purchasing technical equip- ment for the Video Lottery terminals, IT software and equipment as well as contracts for Outdoor Bulletin/billboard advertising for the Marketing department to name a few. My current position is Procure- ment and Contracts Analyst where I support the Marketing, Facilities and Security depart- ments with Trade Service con- tracts. In my spare time, I love to play golf and travel with my hus- band Dana. We have 6 grown children (3 of mine, 3 of his) and 8 grand children and one due in January. I look forward to seeing all of you at one of the many training opportunities in the future. OPPA Awards Presented Boilerplate JULY 2012 VOLUME 1, ISSUE 8 2012-13 OPPA BOARD President Katie Shaw, CPPB Vice President Tim Hay, CPPB, CGTP, OPBC Treasurer Linda Lichty, CPPB Secretary Christine Moody, CPPO Immediate Past President Kim Dunston, CPPB Directors Kathleen George, CPPB Robin Rickard, CPPO P. Kevin Walther, CPPB Diane Wood, CPPB Barry Zimmerman, CPPB INSIDE THIS ISSUE New CPPO & CPPB’s OPPA Awards Editorial: Sarcastic Co-ops SC Charity Committee News Sponsors Professional Development President’s Message Katie Shaw, CPPB 2012-2013OPPA President

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an OPPA member; the Harold F. Vaughan Award. Congratu-lations are in order for Nancy Ahlbin. Nancy has been a long time member of OPPA. She used to, almost single handedly, put together the OPPA Confer-ences and Workshops. Addi-tionally she was the Newsletter Editor and did just about any-thing else the Board asked of her. Happy retirement Nancy, you deserve only the best!

The 2012 OPPA Award win-ners were presented at this year’s Spring Conference and Exhibitor Showcase in Bend. The awards were presented during the banquet on Thursday evening. Brian Smith from Multnomah County garnered the Manager of the Year Award and Diane Woods from the City of Albany took home the Buyer of the Year Award. This year’s Mentor of the Year

Award went to Sara Roth from the Secretary of State’s Office and Barry Zimmerman from Multnomah County earned the Volunteer of the Year Award. Kim Dunston presented the Pres-ident’s Award to a very deserving Katie Shaw who works for the Oregon Lottery. For providing exemplary service to OPPA over the course of their career, a recently retired member of OPPA received the highest honor that can be bestowed upon

Dear Mem-bers, It’s that time of year again when OPPA starts anoth-er year with

the new Board. I am very excit-ed to be your President and look forward to working with a group of talented colleagues. For those of you who don’t know me, I began my service to OPPA as a volunteer on the Program Committee in 2005. I found it to be such a rewarding experience that I asked my man-ager if she would approve and support me in running for a Director position. Obviously she said yes. Thank you Keri Stocks. I served 3 years as Di-rector where I was the Commu-nication Chair. One of my du-ties as the Communication Chair was to make sure the

Newsletter was published 3 times a year. The committee had won-derful people on it so it made my job easy. Other duties I had as Director were serving on the Di-versity committee and Program Committee. In 2010 I decided it was time to take on a new chal-lenge and I ran for OPPA Secre-tary and I won much to my sur-prise. It has been a great experi-ence volunteering for OPPA. What a great organization to be a part of. Currently I am employed with the Oregon State Lottery in Salem as a Procurement and Contracts Analyst. I have been with the Lottery for 25 years. I started my career as a Customer Service Spe-cialist. After a year I was promot-ed to a Purchasing Assistant. My duties included purchasing print-ed forms, office supplies, furni-ture and equipment as well as arranging state business travel for employees and training meetings.

In 1998 I was promoted to a Procurement and Contracts Specialist. My duties included purchasing technical equip-ment for the Video Lottery terminals, IT software and equipment as well as contracts for Outdoor Bulletin/billboard advertising for the Marketing department to name a few. My current position is Procure-ment and Contracts Analyst where I support the Marketing, Facilities and Security depart-ments with Trade Service con-tracts. In my spare time, I love to play golf and travel with my hus-band Dana. We have 6 grown children (3 of mine, 3 of his) and 8 grand children and one due in January. I look forward to seeing all of you at one of the many training opportunities in the future.

OPPA Awards Presented

Boilerplate J U L Y 2 0 1 2 V O L U M E 1 , I S S U E 8

2 0 1 2 - 1 3

O P P A B O A R D

President

Katie Shaw, CPPB

Vice President

Tim Hay, CPPB,

CGTP, OPBC

Treasurer

Linda Lichty, CPPB

Secretary

Christine Moody,

CPPO

Immediate Past

President

Kim Dunston, CPPB

Directors Kathleen George, CPPB

Robin Rickard, CPPO

P. Kevin Walther, CPPB

Diane Wood, CPPB

Barry Zimmerman, CPPB

I NSI DE THIS ISSUE

New CPPO & CPPB’s

OPPA Awards

Editorial: Sarcastic Co-ops

SC Charity

Committee News

Sponsors

Professional Development

President’s Message

Katie Shaw, CPPB 2012-2013OPPA President

P A G E 2

B O I L E R P L A T E

CPPB Candidates are required to

successfully complete a 190 multiple choice question (175 scored

questions and 15 pre-test or un-scored

questions) examination via

computer at one of 400 available

Prometric testing centers in North America. Exam

questions are derived from 10 essential

topic areas covering public procurement as identified in the

UPPCC Body of Knowledge.

CPPO Candidates are required to success-fully complete a 190

multiple choice ques-tion examination (175 scored questions and

15 pre-test or un-scored questions) via

computer at one of 400 available Promet-ric testing centers in North America. Ex-

am questions are de-rived from 10 essen-

tial topic areas cover-ing public procure-

ment as identified in the UPPCC Body of

Knowledge.

OPPA is proud to announce that eight Oregonians have successfully completed the most recent UPPCC testing cycle. One has received his CPPO and seven have received their CPPB’s. Please join the Board in congratulat-ing the following members for earning their professional certifications:

Congratulations to Oregon’s Newest CPPB’s and CPPO’s

Mr. Robert P. Jones, CPPO, CPPB, OR Dept. of Community Colleges and Workforce Development Lenika Ann Glass Hutchens, CPPB Washington County Toby W. Giddings, CPPB, OR Dept. of Administrative Services Debra L Scott, CPPB, OBPC, OPMA, Dept. of Administrative Services Susan A. Fennern, CPPB, OPBC OR Dept. of Education Jennifer M. Jolley, CPPB OR Dept. of Revenue Sarah L. Roth, CPPB OR Secretary of State Kathleen P. George, CPPB OR State Lottery

B O I L E R P L A T E

P A G E 3

The Riverhouse Hotel and Con-ference Center in Bend was the location for the 2012 Spring Conference and Exhibitor Show-case. It was a busy conference that started with the Annual Golf Tournament on Wednesday afternoon and ended with the inspirational keynote speaker, Steven B. Fulmer, at noon on Friday. The weather was absolutely gor-geous for the golf tournament as vendors and OPPA members teamed up to tackle the challeng-ing course. Prizes were awarded

Spring Conference; It’s a Wrap for the lowest score, longest putt and closest to the pin contests. That evening members and ven-dors met up for a networking session. The event was well at-tended and enjoyed by all partici-pants. The educational sessions started off with a presentation by Spikes Cavell Analytic. After this session the Exhibitor Showcase began. This year we had three Premium sponsors; GovDeals.com, Office-Max, and Simplex Grinnell. There were also 15 standard

sponsors (listed on page 11). Sessions were also provided on Public Records Requests, ORPIN 2.0, the Multco Market-place, State Procurement Office/Legislative updates, and an up-coming opportunity for members to develop their procurement trainer/presenter skills. We are our best references, so ask a member who attended about the value they received from the training. Hopefully you will be inspired to plan on joining us next year.

Mentor of the Year , Sara Roth (Toby Giddings ac-

cepting on her behalf )

GovDeals—a Premium Sponsor President’s Award Katie Shaw

Buyer of the Year Diane Wood

Manager of the Year Brian Smith

Volunteer of the Year Barry Zimmerman

Sand can be confusing when you aren’t at the beach

These guys heard Caddying was more lucrative

Vendors enjoy their training

Board Retreat

Karen M. Smith from OCCA Public Records Requests

Networking can be fun!

Banquet Entertainment the band Morgan

Paying attention in class is important-Great Job!

B O I L E R P L A T E

P A G E 4

Have you ever considered how convenient it would be to have a Co-op App for your desktop? A little something to sort out the alphabet soup without you having to search the internet like you were hunting for a $59 First Class flight to the Baha-mas? I have; too many times to count. E&I, NJPA, TCPN, WSCA, TIPS/TAPS., OETC Too many acronyms? Let’s toss in additional rhetoric; US Com-munities, National IPA, Gov-ernment to Government, GSA Schedule. Each organization has multiple “piggybacking” opportunities. Repeat after me: “substantial compliance research, Public Notice, file, substantial compli-ance research, Public Notice, file”. Oops, I forgot; are you a mem-ber of the Co-op Organization? Is there a fee? Have you paid it? Do you get usage rebates? Are you registered? Do you have a user name? A password? Yikes; so many opportunities! I wonder which one will provide my employer the “Best Value”?

P. Kevin Walther, CPPB Boilerplate Editor

There’s a slight chance this

month’s editorial may be somewhat sarcastic; or is it?

Just in case, please refer to the disclaimer below.

Don’t all co-op contracts pro-vide the absolute lowest price possible coupled with ground breaking T’s and C’s that no one’s legal counsel will take issue with? I’m going to let legal sort this out; I’m moving on to educating my internal custom-ers. Here come their questions; I think I’m ready. Is Bazooka Joe’s Office Supply on the list? No? Why not? Can we use them anyway? Can I call them and tell them to get on the list? I asked around and I know I can get it cheaper there; would you have a problem with that? I promise I won’t spend more that $5K per visit; please? Hmm, I may need to tighten up the message in my PowerPoint curriculum. Ultimately we all work with, or for, the OR State Legislature; some of us much more inti-mately. If your not intimate with them, you most certainly are joined at the hip with a Local Contracting Review Board. Most of these people are elect-ed; if not they are more than likely appointed by an elected official. In short, they have con-stituents to answer to. Can you answer their questions? How will this effect our local businesses? Are they on the

contracts? Are they at least be-ing offered subcontracting op-portunities? What about social justice? We worked hard on our MWESB, DBE, and QRF legis-lation; are you circumventing this? I don’t know about you, but I just missed the opportunity to bid out all of my projects. I’ll be spending the next few days ex-tinguishing conflagrations, mop-ping up tears, and redefining “emergency” for my internal customers. Fear not my respected col-leagues; all is well, calm is on the horizon. Each of these issues will be resolved once we intro-duce the masses to a Cloud Store concept; I’m beyond ec-static! For some reason turning staff loose on the ultimate Ama-zonian like shopping experience, with public funds no less, has me absolutely giddy! If anyone cares; I’m done writ-ing for now. I’m going to release my bids, solicit a few phone quotes, and cut a couple of good old fashioned PO’s. Oh, and research the next coop-erative innovation; I want to be prepared. What’s that called? Umm, it’s right there, oh yeah: “The Marketplace”.

Cooperative Sarcasm; Fact or Fiction?

A special thank you to Tim Hay for providing the excellent Spring Conference photos!

None of the opinions expressed by OPPA’s Board or its members should be considered as legal advice or coun-sel. OPPA disclaims all warranties with regard to information published in the newsletter, whether submitted by OPPA or any third party.

WARNING Sarcasm

Alert

P A G E 5

92 cents of each dollar raised

goes to the intended

recipients, virtually

unheard of with most nonprofit organizations.

“Your gift will

be used to help

Oregon mili-

tary families

left behind by

deployed ser-

vice members

and to help our

wounded when

they return

home.”

Kari McClellan,

Operation

Homefront

Charity Drive Nets $1,179 for Operation Homefront

The Community Involve-ment Committee sponsored the Spring Conference Char-ity Drive; this year’s recipient was Operation Homefront. This organization supports the families of US service members deployed around the world and wounded war-riors when they return home.

A raffle was held with all proceeds going to the chari-ty. Eileen Miller from Chemeketa Community Col-lege was the winner of a Fall Conference Education Pack-age including Registration, one night’s lodging and an OPPA logoed fleece pullo-ver.

A huge thank you goes to committee members Duane Cannon, Donnell Fowler, and Bobbi Matthews; great job.

B O I L E R P L A T E

B O I L E R P L A T E

P A G E 6

ACROSS 1. An clause enables a contract to renew itself from one term to the next, unless one party indicates to the contrary. 2. A payment term of 30, indicates full payment is due in 30 days after seller has provided the goods, and that no additional discounts will be applied. 3. Acronym used to describe an authorization to return merchandise. 4. FOB indicates where is to occur (i.e., where title pass-es), and who pays freight charges. 5. Public agencies are funded by federal, state, and local (singular form). 6. To fix a price or a bid are forms of manipulating the competitive bidding process through collusive agreements that may be violations of the Sherman Act. 7. House of Representatives (abbrev.) 8. Amendments to the terms and/or coverage of insurance policies. 9. is of the essence. 10. A is a legislative measure that creates a new law or amends/repeals an existing law. 11. Acronym used to describe an organization that sets the “bar” for ethical conduct for the legal profession and developed a Model Procure-ment Code for State and Local Governments.

12. One provision of ORS 279A.015 directs the A/G to prepare and maintain rules of procedure that clearly identify legislative for socioeconomic programs

that overlay public contracting. 13. Tired public procurement officers some-times need a little & (abbreviation). 14. To leave out. 15. The shade of red you might turn, if you don’t remember to cross all your T’s. 16. A carrier’s itemized listing of cargo is referred to as a Bill of . 17. E- is the buying and selling of goods/services via electronic systems. 36. Purchasing goods/services from only in-state suppliers is a type of local . DOWN 4. A contract might be considered void, if one party was under , and was forced or coerced into agreement. 14. “And/ “ is a disjunc-tive term frequently used in contract writing. 16. Pound (abbreviated) 18. To strive for superior position 19. Taxes are collected by the . 20. Day has helped promote the planet’s awareness of environmental/ecological activities. 21. A type of word or symbol that is used to represent a particular good, is registered with a government agency, and gives the owner exclusive use and right to use it is called a . 22. A form of agreement may be demonstrat-ed by a but it may need to be in writing, to be enforceable. 23. OAR 137-047-0650 allows a Contracting Agency to reject all Offers, if causes other than market forces threaten the integrity of the competitive process. 24. A Hold provision is

frequently used to indemnify a contracting party from excessive risk/liability resulting from negligence.

25. Rickard is a past recipient of NIGP’s Distin-guished Service Award and current member on OPPA’s board.

26. Acronym used to describe the principle set of rules/regulations for executive agencies of the Federal government. 27. Sawdust, wood slabs, and wood chips all come from a , but they are not set out in statute, as “secondary waste materials.” 28. A Notice is a term used to describe a legally required advertisement. 29.Under certain circumstances, a public agency may (modify), or terminate a price agreement. 30. Acronym for organization that was created to prevent unfair meth-ods of competition in commerce. 31. Proper nouns used in contracts or elsewhere should appear in case. 33. The period of time for which a contract is established. 34. Initials immediately following a licensed engineer’s surname. 35. Intelligence measurement.

Contributed by: Eileen Miller, CPPO, C. P. M.

A N S W E R S O N P A G E 8

Procurement, Purchasing, and Prohibition P 3

Puzzle

Congratulations to our New CPPB’s & CPPO’s

P A G E 7

Toby Giddings,

CPPB Newsletter Committee

Chair

Professional Outreach Committee Brian Smith

shares with a

student at

the Portland

State Job

Fair

T H E B O I L E R P L A T E

OPPA's Professional Outreach Committee was newly established with last year's bylaw changes. They’re looking to recruit at least three new vol-unteers. This is a great opportunity for OPPA members who are interested in actively promoting Profes-sional Public Purchasing among a wider group of organizations with whom we share an affinity for providing outstanding public services.

Committee Chair Brian Smith’s goal is to have two formal meetings per year and do these by teleconference . “I believe that participation on the Professional Outreach Committee increases the visi-bility of both yourself and your agency as solid promot-ers of the value of a profes-sional purchasing staff. It is

my intent as committee Chair to make sure our time is respected and that we provide value for our agencies.”

This year the committee will be representing OPPA to public entities and both community based and professional organizations through networking and educational opportunities. Right now the events where OPPA is represented are: Reverse Vendor Tradeshow (March or April) PSU Logistics Employment Fair (February) Celebrate Purchasing Month event in the

Capitol Galleria (March) With additional committee members, Brian would like to see how we could work in particular with the League of Oregon Cities and the Association of Oregon Counties. He would also like to identi-fy other potential organizational relationships across the state that could be beneficial for OPPA. Brian: “Thanks for your consideration of this. If you'd like to talk about this, don't hesitate to con-tact me.”

Welcome our New Newsletter Committee Chair Toby Giddings has volunteered to take on the responsibility of the Newsletter Committee Chair. Toby is a State Procurement Analyst with the Oregon Department of Administrative Services, Procurement Services. He has worked for the State for five years. His duties include working on agency specific and statewide price agreements for Information Technology and other services. Toby was born and raised in the Pacific North-west and has lived in Oregon since he was four. Toby and his wife were foster parents for 9-1/2 years and had a total of 95 children come through their home during that time. They are now the adoptive parents of four special needs children. Good luck Toby, we look forward to working with you and strengthening this vital membership communication link.

B O I L E R P L A T E

P A G E 8

Answers

P 3

OPPA’s 2 Newest Board Members Welcome to OPPA’s two newly elected Board Members; we look forward to working with you! Treasurer: Christine Moody, CPPO Chief Procurement Officer, City of Portland Education Director: Barry Zimmerman, CPPB Procurement Supervisor, Multnomah County

B O I L E R P L A T E

P A G E 9 Platinum Sponsors at this year’s OPPA Spring Conference What makes an OPPA Spring Conference successful? A team. What is the make-up of our fantastic team? Platinum Sponsors Standard Sponsors Event Venue OPPA members & volunteers Together we create a wonderful event in a very

special setting. We forge partnerships and add the human element back into our professional rela-tionships. We leave reassured that it’s not Us vs. Them, Public vs. Private, the Have’s vs. the Have Not's. Without each other, neither exists. Our sponsors willingness to invest in our mem-bership is greatly appreciated. A special thank you goes to this year’s three Premium Sponsors.

Platinum Sponsors

Public Market Center

Farmers Market

We Hope to See You at the 2012 NIGP Forum in Seattle

Seattle Fish Market

B O I L E R P L A T E

P A G E 1 1

Oregon Public Purchasing Association PMB 430 1118 Lancaster DR NE Salem, OR 97301-2933 [email protected]

Watch the W

ebsite f

or

Agenda Updates &

Registratio

n Inform

ation

Plan now to attend the 2012 OPPA Fall Conference. This year we are excited to be return-ing to Salishan on the Central Oregon Coast. For additional information contact:

Visit Us On Watch for Us on Wikipedia We’re on the Web oppaweb.org

None of the opinions expressed by OPPA’s board or its members should be considered as legal advice or counsel. OPPA disclaims all warranties with regard to information published in the newsletter, whether submitted by OPPA or any third party. Boilerplate Editor: P. Kevin Walther, CPPB, 503.385.6652, [email protected]

OPPA is proud Chapter of NIGP-The Institute for Public Procurement

2012 Schedule Course/Event Location Instructor Sponsor

September 13th CPPB Prep Wilsonville, OR Robin J. Rickard, CPPO, OPBC OPPA

September 17th Contracting for Con-struction Services

Portland, OR Edward Pabor, CPPO, CDT, C.P.M. OPPA

November 1st—2nd OPPA Fall Conference Gleneden Beach, OR Turning a New Leaf (various) OPPA

Training & Networking Corner

OPPA Fall Conference SAVE THESE DATES

November 1st and 2nd

Program Committee Chair Shirley A. Smith, CPPB, OPBC Phone: 503.378.5395 E-mail: [email protected]