Intermediate

Intermediate Sessions

All sessions are in Central Daylight Time (CDT)

Sunday, August 25


Promoting Value: Processing Improvement for Procurement Professionals

  •   Sunday
  • 2:00 PM - 3:15 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speaker - David Boswell, CPPO, CPPB, SPSM

Promoting process improvement can be hard, requiring buy-in from staff and leaders alike to improve an entity’s value to its community. Like all public functions, however, there are steps that public procurement professionals can take to improve their entities and the relationships they foster among all stakeholders. Learn how you can foster positive, process-focused improvements in your entity while employing feedback from employees, clients, and customers, exploring the importance of continuous review and process modification in this forward-focusing session.

Effective Endings: Creating Highly Successful Scopes of Work

  •   Sunday
  • 2:00 PM - 3:15 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speaker - Marcheta Gillespie, CPPO, CPPB, C.P.M., CPM

Best-selling author Stephen Covey suggested that those seeking to become highly-effective persons should “Begin With the End in Mind.” Similarly, if we as public procurement professionals want to develop highly-effective scopes of work, we must begin with the end—contract performance—in mind as we build our dream solicitations, determining what we want at the onset of the process. Explore the nuances of scopes of work in this case study and NIGP best practice-driven session, learning how effective and ineffective scopes of work impact contract management regardless of your experience in this critical procurement function.

Valuing Your Community: Ten Takeaways for Best Value in Your Organization

  •   Sunday
  • 2:00 PM - 3:15 PM
  • Level - Intermediate
  • Track - Case Study
  • Speakers - Jan Siderius and Mike Thornton, CPPO

As public procurement professionals, we select suppliers to provide services, commodities, and construction for our communities. By the very nature of our role—determining which suppliers are successful and which are not—we have the power to substantially contribute to our community’s goals. Key to a successful outcome are the methodologies we undertake to source them; Public buying is evolving to Best Value multi-criteria decision making. How do you encourage suppliers to consider your community goals, such as protecting the planet, clean energy, water, research, education and an inclusive labor force with reduced inequality? How to balance with technical merit, experience of staff assigned, and after-sales? How can you set fair and objective award criteria and ensure effective competition at the same time? How do you establish a practical approach to a multi-criteria, not just price, approach to selecting suppliers in line with community’s goals? Join us as we explore how an eProcurement platform can contribute to your communities’ best value approach in a supplier-practitioner lecture-led session.

Spectacular Specifications: The Art of Getting What We Want

  •   Sunday
  • 2:00 PM - 3:15 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speaker - David Nash, CPPO, CPPB

Our department users are constantly sending us requisitions for all manner of supplies and services. Their descriptions of those items, however, can often leave us wondering what it is they really want. We know the questions to ask, but often our customers don’t like providing those answers or they aren’t sure why the question is even being asked. No one wants a solicitation to circulate for several weeks and then be opened only to find that the low bid is not what the user had in mind. Our goal is to craft a solicitation document that the vendors can understand and to which they can respond. This session explores the myriad of things that can be done to craft a proper solicitation every time and increase the odds of getting the right items

Embracing Innovation in Public Procurement: A Case Study of How the City of Miami Department of Procurement Innovates

  •   Sunday
  • 2:00 PM - 3:15 PM
  • Level - Intermediate
  • Track - Technology
  • Speakers - Annie Perez, CPPO and Michael Sarasti

In 2017, the City of Miami launched the Miami Innovation Academy, a series of workshops where city employees learn valuable techniques—including process mapping, waste identification, experiment design, and collaboration—that help them clearly identify and solve problems. The Academy specifically helped to build the City's innovation capacity in its Department of Procurement, which took the lead in utilizing the discussed techniques to streamline procurement processes, solve common and uncommon issues, and empowered employees to create strategic solutions to their challenges. Join us in this exploratory session as we share the importance and place of innovation in the public sector, discover the value of investing in your employees’ abilities to solve problems, and introduce best practice guidance for scaling innovation capacity in your organization in this case-study driven session.

Fostering Predictability: Construction Manager at Risk as a Project Delivery Method

  •   Sunday
  • 2:00 PM - 3:15 PM
  • Level - Intermediate
  • Track - Construction
  • Speaker - Mike Purdy MBA

Construction projects are inherently risky, especially when the contractor is selected based on low bid—it can be a formula for disaster and disappointment on large, complex projects! In this session, we explore the use of Construction Manager at Risk—a project method that has been successfully implemented in many parts of the country—as an alternative tool for contractor selection, exploring some of the varied practices of using this methodology as well as the advantages and disadvantages of using CMAR for delivering construction projects.


Monday, August 26


The State of Construction Procurement: A Look from All Angles

  •   Monday
  • 1:45 PM - 3:00 PM
  • Level - Intermediate
  • Track - Construction
  • Speakers - John Castillo and Tammy Rimes, MPA

Just as public procurement is evolving daily, so too are the basics of procurement. Of all the procurement functions, however, construction is one of the few that seems to take the most time, involve the most resources, and have the greatest exposure—positive and negative—for an entity. Discover the latest from an expert panel regarding changes and opportunities in construction procurement regulations, tips and best practices to streamline projects, how to leverage the power of group buying, and so much more in this case-study driven session that explores more efficient, alternative purchasing solutions for the construction-minded public procurement professional.

Making Connections: Building Relationships with Key Procurement Partners

  •   Monday
  • 1:45 PM - 3:00 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speaker - Mike Purdy, MBA

Procurement professionals occupy a unique and strategic space in public entities, interacting with a wide variety of internal and external partners. The nature of these relationships differs depending on the party, but in each case, the procurement professional has the potential to positively and strategically impact the operation and mission of a public entity while promoting transparency in procurement by building effective relationships. Join us as we evaluate the roles of various constituencies and explore how we as procurement professionals can proactively interact with them and provide strategic value in this interactive, workshop-styled session.

The Human Side of Technology: Transformation and Skills Assessment (It’s the Peeps, Not the Apps!)

  •   Monday
  • 1:45 PM - 3:00 PM
  • Level - Intermediate
  • Track - Technology
  • Speakers - Lynda Allair, CPPO and Barbara Johnson, CPPO, CPPB, MPA

Agencies frequently consider technology solutions or tech infrastructure changes to turn potential efficiencies into reality. Even though IT infrastructure is an important component of operational transformation and efficiency, many IT projects are not successful. Explore how robust staff analysis and assessment can support your entity’s successful implementation of IT projects, in this lecture-styled session.

Preparing for Disaster: Policies and Procedures for Emergency Procurements

  •   Monday
  • 1:45 PM - 3:00 PM
  • Level - Intermediate
  • Track - Emergency
  • Speakers - Jason Reed and Debbie Wellnitz, MBA

With the ever-increasing rise of manmade and natural disasters happening across the country, it is crucial for public entities to be prepared to react at a moment’s notice. When it comes to activating in response to tragedy, no entity is more important than the procurement professional, who must be on the front lines to secure necessary funding during activated emergencies. Join us as we discuss and share FEMA guidelines, required forms, the importance of documentation, and many other attributes that are critical to helping you and your entity develop and pass a disaster procurement policy.

Sunshine and Shade: Navigating Transparency Laws and Preserving Protected Information

  •   Monday
  • 3:15 PM - 4:30 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speakers - Carrie Mathes, MPA, CPPO, C.P.M, CFCM, CPPB, A.P.P and Zulay Millan, CPPO, CPPB

As procurements increase in complexity and the market drives innovation, we must develop strategies to ensure the preservation of trade secrets and confidential information, asking ourselves how we balance protected information, open records, and public meetings while maintaining a transparent and competitive procurement process. Outlining challenges and strategies implemented to balance lawfully preserving trade secrets and confidential information, this case-study driven session explores the procurement of Food and Beverage Services for the Orange County Convention Center, discussing how the department masterfully held public meetings, fulfilled public records requests, and responded to media inquiries regarding the second largest convention center in the United States.

Strategizing for Consistency: A/E Negotiations for the Procurement Function

  •   Monday
  • 3:15 PM - 4:30 PM
  • Level - Intermediate
  • Track - Construction
  • Speaker - Lourdes Coss MPA, CPPO

Architectural and engineering negotiations parameters (a/e negotiations) can help entities establish reasonable consistency across contracts, providing a measure to determine if they are both acceptable and justifiable to a governmental entity. But what does reasonable and justifiable mean? Join us as we break down the cost components of architectural and engineering contracts, review a variety of ways to calculate pricing, and engage in actionable, practical exercises to help develop parameters adoptable by your entity in this intermediate, workshop-styled session

From Sourcing to Shopping: MMCAP Infuse Embraces Technology to Better Serve Public Procurement Customers

  •   Monday
  • 3:15 PM - 4:30 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speakers - Rose Svitak and Chris Kennedy

MMCAP Infuse has become the trusted GPO for state agencies, counties, cities, school districts, correctional facilities, and public higher education institutes that operate healthcare facilities or offer medical services. The organization handles the solicitation, contract award, and negotiation processes for pharmaceuticals and healthcare products and services on behalf of its members in every U.S. state. Join us as we discover how MMCAP Infuse is embracing technology to serve its public sector customers even more, learning how MMCAP Infuse is using Periscope’s BuySpeed eProcurement platform to manage its sourcing and exploring MMCAP Infuse’s new shopping experience—the Periscope Marketplace.

Looking Beneath the Hood: Curating High-Resolution Supplier Intelligence

  •   Monday
  • 3:15 PM - 4:30 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speaker - Raj Sharma

Any successful procurement depends on finding the right supplier for any given requirement. Easier said than done, finding the right supplier means going beyond surface level information to understand the differentiated capabilities and experiences of suppliers, linking these to your requirements to promote impactful procurements. Determined to address this need at a practical level, Public Spend Forum has been working with experts, academics, entities at all levels of government, and suppliers across the spectrum to help public procurement professionals more efficiently and effectively conduct high-resolution supplier intelligence. Join us as we discuss real examples and practical approaches that can ensure your next procurement leads to the right supplier at the right cost in this case-study focused, lecture-led session.

Achieving Excellence: Using Technology and Performance Metrics to Drive Improvement

  •   Monday
  • 3:15 PM - 4:30 PM
  • Level - Intermediate
  • Track - Technology
  • Speaker - Jack Pellegrino, CPCM

Over the past few years, the County of San Diego Purchasing and Contracting organization has effectively implemented the use of technology and KPIs (key performance indicators) to drive continual improvement in procurement services to both internal customers and county residents. Outlining our journey from its initiation in 2013 to the present, discover how to establish the right metrics that best represent the effectiveness of your organization, use and analyze information to drive performance excellence, and highlight key factors needed to accomplish improvement in this case-study driven session.


Tuesday, August 27


The Future is Now: Best Practices in Cooperative Purchasing

  •   Tuesday
  • 9:45 AM - 11:00 AM
  • Level - Intermediate
  • Track - Cornerstones
  • Speakers - Bill Munch, CPPO, CPPB and Gary Barkman, CPPB

The Cooperative Committee of the Arizona State Capitol Chapter of NIGP has been discussing best practices for cooperative purchasing for nearly ten years. Developed to ensure actionable items that public procurement professionals can use immediately, our best practice documents were created with the input of procurement professionals across state, county, municipality, and school districts. Discussing the various best practice methodologies and guiding documents that were created by our Chapter Cooperative Committee, explore how you can engage in cooperative purchasing at an actionable level, developing new and useful cooperative purchasing strategies in this lecture-styled session.

Digitally Disrupted: How to Prepare for the Digital Supply Chain Transformation

  •   Tuesday
  • 9:45 AM - 11:00 AM
  • Level - Intermediate
  • Track - Cornerstones
  • Speaker - Randy Bradley, PhD, CPHIMS, FHIMSS

Procurement professionals clearly see a tsunami of new technology coming at them and are scrambling to develop a strategy to deal with it. The increasing need and desire to have access to the right information, at the right time, and in the right context from anywhere to promote responsiveness are predicated seamless information flows in the supply chain. As such, IT capabilities that can promote a seamless exchange of information are crucial for effective and timely responses to changes in both internal and external customers and supplier demands. Therein lies the value and potential of an always-on digital supply chain. This session will stretch your thinking about the value and impact of digital supply chains and their implications for organizations. Participants will gain a better understanding of how changing customer and consumer behaviors and expectations could prove to be costly for organizations that are unable to undergo digital transformation, including digitalization of their supply chain. If you've wondered about the potential "Amazon effect" on your organization, this is the session for you.

Can You Hear Me Now: Improving Protests with a Hearing Officer

  •   Tuesday
  • 1:45 PM - 3:00 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speaker - David Nash, CPPO, CPPB

Bid protests make an unpleasant end to the procurement process, potentially delaying the award and contract management of a procurement for days if not months. To resolve this common situation, some entities make use of a hearing officer, whose sole responsibility it is to listen to both sides of the dispute and render a decision. Join us as we learn about how hearing officers can have an incredible impact on protests, exploring how lessons learned can help us write better solicitation documents in this case-study driven lecture.

Procurement Methods and Internal Controls to Meet the CFR 200 Requirements: A Focus on Automated Cost Analysis

  •   Tuesday
  • 1:45 PM - 3:00 PM
  • Level - Intermediate
  • Track - Emergency
  • Speaker - Jesus Amezcua, PhD, CPA, RTSBA

Local and state governments are subject to the uniform grant guidance of CFR 200, a federal law that details many requirements that impact procurement processes and programs. To acquire federal funding from several agencies, including Health and Human Services, Education, FEMA, NASA, and the Agriculture Departments, the Harris County Department of Education (HCDE) adopted several policies to better coordinate and comply with this code. Join us as we review the implemented policies and procedures with emphasis on the cost analysis and some exceptions to the CFR 200, exploring how HCDE created an automated workflow to document its cost analysis review for its audit files in this informative and thought-provoking session.

So Many Choices: Determining the Right Construction Project Delivery Method for You

  •   Tuesday
  • 1:45 PM - 3:00 PM
  • Level - Intermediate
  • Track - Construction
  • Speakers - Joe Tommie, CPPO and John Adler, CPPO

In the recent past, the traditional design-bid-build method was the default—and predominantly only—project delivery method for procuring public construction contracts. Today, choosing the right construction project delivery method can be very challenging, especially when you consider not only the abundance of delivery methods that have become common over the last few years but also the legal requirements, complexities of the project, project scheduling, price, responsibility, and expertise of potential contractors. Join us as we provide an overview of each of the new-age major construction project delivery methods, discussing necessary factors for each methodology and how you can make them work for you and your entity in this interactive, lecture-style session.

Buying Digital Services: Contracts as the Multiplier for Civic Tech Transformation

  •   Tuesday
  • 1:45 PM - 3:00 PM
  • Level - Intermediate
  • Track - Technology
  • Speaker - Brent Maravilla, FAC-C Digital Services

TBringing modern technology into the government is hard—it's tough understanding the technology, finding the right suppliers, and allowing scope flexibility while ensuring that your procuring the commodities that your entity needs, let alone every other facet of technology procurement! Despite these challenges and the increasingly smaller budgets of public governments, a civic technology movement is underway, one that’s looking to shake up the status quo of long, expensive IT contracts that suck up tax payer dollars and deliver marginal value to citizens. Hear how each of these problems are being solved by practitioners like you in this experience-driven session, discovering how government procurements are a force multiplier in the civic technology transformation.

Innovating New Markets: Engaging the Start-up Community in Creating New Solutions

  •   Tuesday
  • 1:45 PM - 3:00 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speaker - Michael Bevis, CPPO, CPSM, C.P.M., DBIA, CJE and Jay Nath

The City of Norfolk is joining jurisdictions across the nation to modernize their government, advancing economic development and fostering a "can-do" culture through innovative procurement. Through its Startup in Residence program, Norfolk has streamlined procurement to reduce the time it takes to respond to an RFP dramatically and made procurement more inclusive and attracting to innovators from around the world. Join us as we discuss how the city fostered this can-do, innovators-welcome attitude, exploring how collaborative periods resulted in unprecedented growth in this unique, case-study driven session.

Networking to Success: Establishing Effective Mentoring Relationships

  •   Tuesday
  • 1:45 PM - 3:00 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speakers - Marcheta Gillespie, CPPO, CPPB, C.P.M., CPM & Keith Glatz, CPPO

Do you ever find yourself asking, “Am I where I want to be in public procurement?” or “Where do I want to be in the next few years, and what have I learned that I can leave behind?” If so, you’re not alone—our community is filled with amazing, public procurement professionals who have both blazed trails for future leaders and sought to learn from those who forged the path. Join this unique, strong panel of trailblazers as we discuss how to develop, create, and maximize effective partnerships, exploring how to build and find a mentor in this panel-led discussion. We’ll also be sharing exciting news about NIGP’s Mentorship Committee and the great service and tools the committee will be providing to the NIGP community!

Strategic Delivery: Strategies to Optimize Capital Project Outcomes

  •   Tuesday
  • 3:15 PM - 4:30 PM
  • Level - Intermediate
  • Track - Construction
  • Speakers - Robert Garland, PE, PG, DBIA, ENV SP and Craig Unger, FDBIA

Across North America, aging infrastructure is increasingly in need of repair. But with funding sources limited and governments struggling to maintain affordability while increasing levels of service, its never been more important—or economical—for entities to engage in collaborative delivery models for planning, design, and construction of public works projects. Comparing the usability of design-bid-build, CMAR, and design-build, join us as we explore strategies to better allocate risks between the owner, the designer, and the contractor, promoting the advantages of collaborative delivery methods for capital improvement projects to develop best value procurement strategies in the case-study, lecture-led session from the Design Build Institute of American.

Contract Compliance Program: The Lost Child of Procurement

  •   Tuesday
  • 3:15 PM - 4:30 PM
  • Level - Intermediate
  • Track - Case Study
  • Speaker - Lloyd Windle II, C.P.M., CPPB

Recently, the City of Tucson implemented its CAMP (Contract Administration and Management Program) initiative on a city-wide level. Designed to close the gap between contract formation, contract management, and post-contract compliance, the program engages the cradle to grave procurement function across all department levels of the city, exploring how we as stewards of the public trust can better partner with the internal customers (departments) and external customers (suppliers) to reduce potential risks in post award contract management. Discover what market and entity-specific research is critical to the success of your procurement and compliance program, identifying real and potential challenges with pro-active resolutions, in this results-oriented, interactive lecture-styled session.

What Does That Mean: Explaining Financial Management for the Procurement Professional

  •   Tuesday
  • 3:15 PM - 4:30 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speakers - Mike Mucha and Chris Morrill

Procurement and finance share many of the same goals, work together on a daily basis, and in many cases, are even located in the same department. There are times, however, when it can seem like procurement and finance officers are not only misaligned, but also speaking a different language. Designed for the procurement professional looking to better understand the terminology, business processes, and challenges faced by finance, this session seeks to bridge the terminology gap between our two professions in order to work better with accounting, budget, and finance counterparts. Join us as we build upon the procurement professionals’ technical knowledge of financial topics, identify areas to improve the efficiencies between procurement and finance processes, and develop leadership competencies to support the long-term goals of the organization in building sustainable governments and thriving communities.

Keeping Up With Change: Drafting Code, Rules, and Policies to Effectuate Procurement Transformation

  •   Tuesday
  • 3:15 PM - 4:30 PM
  • Level - Intermediate
  • Track - Cornerstones
  • Speakers - Zachary Christensen, JD and Fay Tan, JD

Public procurement professionals can directly, or indirectly, assist in drafting changes to code (statute), administrative rules, or entity policy to effectuate change in the procurement profession. When done correctly and consciously, these changes can have impactful, applicable influence on the field, changing how public procurement professionals engage with their jurisdictions. Join us in this case study-driven sessions as we explore how drafted changes to the Utah Procurement Code, Administrative Rule, and additional policies and procedures updated how the Utah State Board of Education addresses procurement issues in a changing world.


Wednesday, August 28


Revising for the Times: Modernizing Procurement Legislation

  •   Wednesday
  • 8:30 AM - 9:45 AM
  • Level - Intermediate
  • Track - Cornerstones
  • Speakers - Bob Perkins, CPPO, CPPB and Keith Watts, CPPB

Often, procurement professionals are hampered by the legal constructs that guide the public procurement function. These laws, while well intentioned, are typically written by legislators, attorneys, or special interest groups that may or may not have a deep understanding of procurement and may have threshold limits that are decades old. When procurement laws are not working to help make the procurement process effective or efficient, then perhaps it is time to revise them, and who better to do that than procurement professionals? Over the last few years, the Idaho Public Purchasing Association has been working closely with Idaho legislators to revise the Idaho Code. Join us as we explore their experiences, determining what has—and what has not—worked in this case-study styled session.

Rethink Your Template: A Collaborative Working Session For RFx Templates

  •   Wednesday
  • 8:30 AM - 9:45 AM
  • Level - Intermediate
  • Track - Case Study
  • Speaker - Liam Dorpalen-Barry

RFx templates are the bread-and-butter tactic we use to standardize solicitations, but rarely do we work together as a community to help each other not repeat our recurring template mistakes. Discussing the shared issues we typically have with template documents, join us as we provide practical, impactful revisions to the common problems public procurement professionals encounter with RFx templates in this hands-on, workshop-styled session. Please Notes: To receive the best learning experience, attendees are asked to bring a copy of their procurement templates for review and self-analysis during this workshop session.

Improving the Message: Communicating Procurement through Effective Instruction

  •   Wednesday
  • 8:30 AM - 9:45 AM
  • Level - Intermediate
  • Track - Cornerstones
  • Speakers - Victor Leamer, CPPB and Stacy Adams, CPPB

As procurement professionals, we’re often placed in situations where we need to explain—or even justify—the value of our services to stakeholders. When approaching our colleagues from a place of knowledge, however, we can become strategic partners, transitioning our appearance from being paper pushers to advocates and educators who effectively demonstrate the value of the procurement function. Whether you’re just starting to pursue becoming an effective communicator or seeking new tips on how to hit the next level of your career, join us for this interactive session and learn how you can enhance your skills and hit the needs of your audience no matter what your topic may be.

Expanding Your Base: New Strategies for Attracting Qualified Suppliers

  •   Wednesday
  • 8:30 AM - 9:45 AM
  • Level - Intermediate
  • Track - Technology
  • Speaker - Ben Vaught

As the world becomes more complex, you and your stakeholders must bring in more qualified suppliers to get the best solution for the best value. Learn from a panel of experts from both sides, buyer and supplier, on how to attract more diverse, innovative, and qualified suppliers, exploring new technologies and strategies you can use to foster better relationships while engaging with your peers in the audience.

Broken and Useless: Today's Reference Check System

  •   Wednesday
  • 8:30 AM - 9:45 AM
  • Level - Intermediate
  • Track - Cornerstones
  • Speaker - David Yarkin

For good reason, a standard part of the RFP process is the reference check—after all, past performance is the best predictor of future performance. But today's process of requesting three supplier-supplied references is broken. The problem has become so acute that some procurement officers do not even make reference calls and instead just "check the box." Explore what leading procurement officials are doing to solve this significant shortcoming in the procurement process, discussing not only how we got here but why in this lecture-led session.