The FAPPO Fall Workshop will be held at the Hilton St. Augustine
Transcription
The FAPPO Fall Workshop will be held at the Hilton St. Augustine
The FAPPO Fall Workshop will be held at the Hilton St. Augustine Historic Bayfront in St. Augustine on October 16, 2015. Hotel Registration Deadline: September 15, 2015 Click HERE to complete your Registration Form located on our website. Workshop Registration Deadline: October 9, 2015 WORKSHOP SNAPSHOT Date of Workshop: October 16, 2015 Conference Registration-Member: $75.00 Conference Registration-Non-Member: $125.00 Hotel rate (single/double): $159.00 per night Valet Only Parking Rate: $21.00 Free and Public parking is available in the area Registration Deadline: Registration Form: October 9, 2015 Click Here FAPPO Thursday Night Dutch Dinner If you plan on joining Joe and other FAPPO members for dinner, please confirm your attendance by RSVP to aweaver@sjrwmd.com NO LATER than Monday, October 12, 2015. The cost of dinner is NOT included in your registration fee. FAPPO FALL WORKSHOP OCTOBER 16, 2015 “NEGOTIATING THE PATH” It's never too early to begin planning! The FAPPO Fall Workshop will be held at the Bayfront Hilton in St. Augustine on October 16, 2015. Fall Workshop Registration: $ 75.00 - Member Rate; $125.00 - Non-member Rate Hotel: Bayfront Hilton (32 Avenida Menendez, Saint Augustine, FL) Hotel Rate (single/double): $159.00 plus hotel tax (if applicable) Self-Parking Rate: Valet Only Parking Rate: $21.00 Free and Public parking is available in the area Columbia House Bayfront Hilton FAPPO Thursday Night Dutch Dinner The annual FAPPO-Dutch dinner will be held at the Columbia House Restaurant (98 St George St, St. Augustine, FL) starting at 7:00 pm. The Columbia House is located in St. Augustine’s Historic District and is within easy walking distance of the Bayfront Hilton. Before or after dinner, you can enjoy safely walking through the city’s historic avenues and see some of the oldest structures in America. If you plan on joining Joe and other FAPPO members for dinner, please confirm your attendance by RSVP to aweaver@sjrwmd.com NO LATER than Monday, October 12, as we need to give the restaurant a final head count. The cost of dinner is NOT included in your registration fee. The restaurant has set a private dining room aside for FAPPO members. Come join us for great food and a good time. 1 Fall Workshop Program Synopsis Quite often, when we attend conferences and seminars, we come away with, “I wish the session could have been longer so we could have gotten into some real depth on the subject.” As we know, in some situations, an hour just doesn’t provide enough time to adequately cover a subject. Past themes of Fall Workshops provided varied procurement topics tied together along a line of thought, all of which were presented by knowledgeable instructors and practitioners that aided us in pursuit of honing our skills. This year, in collaboration with FAPPO’s president and the Board, a decision was made to provide member-practitioners with a focused topic in order to delve deeper into a specific subject. As procurement professionals, one of the areas that we clearly demonstrate success to our entities is through successful negotiations. Whether, achieving favorable terms and conditions or documenting negotiated savings; we all conduct negotiate in one form or another on a daily basis. Negotiations between parties are two or more parties sitting down and discussing their stories and making choices and decisions that based on our thoughts, emotions, and life experiences. Realizing that negotiation is an essential skill that we all try to master, but more realistically, it is a skill that we can only hone by practicing. As we know, practicing poor habits typically produce poor results. The morning sessions that make up the 2015 Fall Conference theme, “Negotiating the Path,” are designed to help us use our emotions and intelligence to our benefit; and to recognize our strengths, and how to achieve not only negotiation success, but career success as well. The afternoon sessions, will provide attendees an opportunity to apply the self-awareness lessons learned in the morning sessions in real-life applications. The two morning sessions are presented by Dr. Ryan Darby, Assistant Professor of Psychology, with Flagler College. His bio, along with a synopsis of the two morning and three afternoon breakout sessions are below. Bio for Dr. Ryan Darby Dr. Darby, has personally given presentations on these topics to numerous government and forprofit corporations, including the Federal Aviation Administration, American Association of the College of Pharmacy, Wells Fargo, Regions Bank, and Mars, Inc. Estimates of the improvement in performance because of these presentations vary, though the average improvement reported from merely attending such trainings is approximately 8%. For public procurement officials, this could translate into saving their entities thousands of dollars and creating decidedly better career outcomes for the attendees. In addition to his role as Assistant Professor of Psychology at Flagler College, he is the Director of Applied Sciences at EJR Insights, a boutique consulting firm that helps organizations improve their people factor. He is a frequent consultant to large and small businesses, private and public schools, and government agencies. He has helped many organizations improve the productivity and performance of their workforce, and the quality of their relationships with their customers. Some other past clients are the U.S. Treasury Department, Montgomery County School District, and Lewisville Independent School District. 2 His personal expertise is in the applied fields of emotions, decision-making, and the science of management. He has published original research in leading academic journals including Cognition & Emotion, Basic and Applied Social Psychology, Psychosomatic Medicine, among others, and in leading industry journals like the Gallup Business Journal. He has held faculty and lecturer positions in higher education and worked as a Learning and Development consultant and Research Manager for the Gallup Organization and SAIC. With the Gallup Organization, he worked on designing measurements of “buyer engagement”, which measured the quality of the relationship between buyer and supplier. He received his Ph.D. and M.A. in Psychology from the University of California, San Diego and a B.S. from Brigham Young University. Workshop 1: Improving Negotiations through Emotional Intelligence Emotional Intelligence is the ability to monitor and regulate one’s own emotions and to monitor and regulate the emotions of others. This is a critical skill to have in negotiations—researchers have found that 75% of a decision is ‘emotional’ and only 25% is ‘rational’. Thus the majority of a negotiation is happening at an emotional level and not at a rational level. Procurement officials who can effectively manage the undercurrent of emotions inherent in a negotiation are far more likely to achieve beneficial outcomes than those who are unaware of or unable to manage the emotions of the interaction. The proposed workshop will be an interactive, experiential learning session that will cover the facial expressions and body language that indicate emotional responses, the motivations that are produced by certain emotions such as anger, fear, or happiness, how to manage one’s own emotions and the emotions of others, and how to leverage emotional intelligence to build relationships and negotiate successfully. Workshop 2: Using Strengths to Achieve Career Success Strengths are the parts of your personality that can be productively applied. Every individual has latent talent that they can leverage to achieve phenomenal results, but most individuals are completely unaware of what these talents are and how to use them. When people discover their personality strengths and learn how to harness and direct these strengths, they can unleash their true potential. Studies of the millions people who have taken strengths have found that investing in strengths improves productivity, on average, 12.5%. Business units that learn about their strengths and invest in them together are on average, almost 9% more profitable after learning and investing in strengths than they were previously. The workshop will be an interactive, experiential learning session that will include an introduction to strengths and a strengths-based philosophy, exploring one’s own strengths, learning how to achieve the balconies and avoid the basements of strengths, and creating strengths based goals and development plans. The strengths workshop is specifically tailored to help the attendees learn how to negotiate and prepare for negotiations given their specific personality strengths. To prepare for this session, it is highly recommended that participants (attendees) take an online assessment that measures their personality strengths. Attendees will need to print and bring the results of their assessment to the Fall Workshop. Completing the Clifton StrengthsFinder test prior to attending the workshop is recommended. It will enhance your participation in Dr. Darby’s workshop sessions. There are two possible versions of this personality assessment that participants can take. 3 1. The gold standard assessment is called Strengthsfinder. It was developed by the Gallup Organization, is the primary assessment used by business globally, has been taken by over 25 million people, and the book accompanying this assessment is a #1 New York Times Bestseller. This assessment measures which aspects of your personality are most strongly linked to success. Attendees can take this assessment online. The cost is $9.99 per person. Click in the following link to take the assessment: https://www.gallupstrengthscenter.com/Purchase/en-US/Product 2. The other assessment is called Values In Action (VIA). This assessment was developed by psychologists at the University of Pennsylvania. Unlike Strengthsfinder, VIA is designed to help people develop their character strengths and values. Attendees can take this assessment online. There is no cost to take this assessment. Click in the following link to take the assessment: https://www.viacharacter.org/survey/account/register Dr. Darby will also provide each attendee with a one-page summary of the key points of his sessions and a one page activity worksheet. These tools will assist attendees continue their learning process and aid in making lasting changes in your lives. By completing the Clifton StrengthsFinder test you will receive resources, tools, and the following personalized reports, please bring them to the workshop: 1. Strengths Insight Guide This guide offers an in-depth analysis of your top five strengths. The guide, which is unique to your specific combination of strengths, describes who you are in astonishing detail and provides you with a comprehensive understanding of yourself, your strengths, and what makes you stand out. 2. Strengths Insight and Action-Planning Guide This guide provides an in-depth analysis of each of your top 5 strengths, personalized based on your unique strengths profile. It also includes 10 action items for each strength to help you think about how to start building and applying your strengths every day. 3. Signature Themes Report This report presents your top 5 strengths so you can identify your dominant talents and start leading a strengths-based life. 4. Action-Planning Tool Use this tool to create a customized action plan you can consult regularly to help you capitalize on your strengths. 5. Quick Reference Card 4 This document provides a list of all 34 Clifton StrengthsFinder themes and their respective short definitions. Workshop 3: Negotiations – Preparation, Principles, Types and Strategies Presenter: Namita Uppal, C.P.M., Chief Negotiator, Broward County Bio for Ms. Uppal: Namita Uppal joined Broward County as the Chief Negotiator in March 2014. Ms. Uppal has over ten years of experience in strategic sourcing and negotiating, resulting in reduced costs and increased efficiencies. Prior to joining Broward workforce, she worked in Miami-Dade County in various positions within the Procurement Management Division. She has an M.B.A in Marketing from India and M.S. in Management Information Systems from University of South Florida, Tampa. She is a Certified Purchasing Manager from Institute of Supply Management. As the County’s negotiator, Ms. Uppal is responsible for creating a negotiations curriculum to deliver training to County staff in addition to either personally negotiating or assisting project managers on high-dollar/risk, or complex contracts. Session Summary: “Negotiations: It’s All in The Preparation” The two-hour training session will focus on preparing for negotiations. The goal is to have attendees come away with a clear understanding of the critical elements of pre-negotiation preparation. These elements include, but are not limited to: BATNA, Interests, Options, Objective Criteria, Goal, and Reservation Price. Attendees will participate in a couple of short exercises and will also be provided a printed copy of the session PowerPoint. Some job-aids will also be provided. Workshop 4: Negotiating Professional Services Presenter: Tammy Spearman, Procurement Specialist, CPPO, CPPB, FCCM Bio for Ms. Spearman: Ms. Spearman has over 20 years of procurement experience in the public sector. She is the Purchasing Specialist for the Polk County Board of County Commissioners. Currently, she manages the procurement process including contract awards for commodities, services, construction and professional services. Ms. Spearman has obtained several professional certifications including Certified Public Procurement Officer (CPPO), Certified Professional Public Buyer (CPPB), and Florida Certified Contract Manager (FCCM). Ms. Spearman has served as Program Committee Chair for the Tampa Bay Chapter of NIGP and the Fund Raising Co-Chair for the Central Florida Chapter of NIGP. She has also served as the Chair Person for the Bay Area Schools Purchasing Consortium. She has been a member of FAPPO since 2003 and is currently serving as the Fall Conference Banquet and Special Event Committee Chair. Session Summary: Through this course, the presenter and attendees will dive into drafting and analyzing scopes of service, cost data, hourly rates for professionals, dealing with fellow professionals in a negotiation 5 setting, and an overview of best practices for conducting negotiations to obtain a favorable contract for both parties. Workshop 5: Negotiating RFPs/ITNs Presenter: Alan Weaver, Sr. Procurement Specialist, CPPO, CPPB, FCCN, FCCM, FCPM Bio for Mr. Weaver: Mr. Weaver has been a public procurement practitioner for 24 years, all with the St. Johns River Water Management District. He is responsible for solicitation and contract development, and negotiation agency-wide; claim analysis and review; and contract administration for the executive offices, general counsel, human resources, information technology, and finance. He is also responsible for procurement’s contract generation and management system. During the 18 years prior to the District, he worked as a project manager and estimator for several contractors that specialized in federal, state and local government-funded construction projects. He holds a B.S. degree from Flagler College in Public Administration, graduating summa cum laude in 2013 and is the recipient of the David B. Shoar Award for academic excellence. He is the Northeast Florida Procurement Association Chapter of NIGP treasurer, and served on its board of directors since it’s inception in 2005. He is a past president of FAPPO (2004-2005), and sits on its board of directors. Session Summary: What factors should be considered when selecting the appropriate means of procuring a service or commodity? Who should make the determination? Can these decisions be made with a decision tree? How strict should the policies and administrative directives be when deciding? Should the respondents’ cost to prepare submittals be taken into consideration? What opportunity costs (staff hours/cost, agency costs) is the agency surrendering, if any, when deciding the methodology? How much and to what extent should negotiations be a part of the process? The above questions, along with others (that may be agency-specific), are factors that should be considered when deciding how to proceed with a given procurement. Through this presentation, the instructor and attendees will compare/contrast, examine, and review the intricacies of when and how to use a Request for Proposals or an Invitation to Negotiate to one’s advantage, especially the negotiations phase. The instructor and attendees will also review and discuss negotiation methods; how exemptions to “Government in the Sunshine” and the “Public Records Law” are applied to benefit the process; review some case studies of successfully negotiated RFPs and ITNs, and how one’s actions can benefit all respondents, especially those that go away with nothing but a memory, rather than a contract, when it all said and done. 6 FAPPO FALL WORKSHOP OCTOBER 16, 2015 “NEGOTIATING THE PATH” Opening Session – Why Useful Negotiation Skills are Essential for Success! 8:00 – 8:15 Joe Benjamin, CPPO, CPPB, FCCM FAPPO President 8:15 – 10:15 Improving Negotiations through Emotional Intelligence (see notes)* Ryan Darby, Ph.D., Associate Professor, Flagler College 10:15 – 10:30 10:30 – 12:30 Break Using Strengths to Achieve Career Success (see notes)* Ryan Darby, Ph.D., Associate Professor, Flagler College 12:30 – 12:50 Break for Lunch Set-up 12:50 – 1:50 Lunch Break Breakout Session 1 Time 1:50 – 3:50 Breakout Session 2 Description/Presenter Time Negotiation: Preparation, Principles, Types and Strategies Presenter: Namita Uppal, C.P.M. Chief Negotiator, Broward County 3:50 – 4:00 4:00 – 4:45 1:50 – 2:50 Description/Presenter Negotiating Professional Services Tammy Spearman, CPPO, CPPB, FCCM Negotiating RFPs/ITNs 2:50 – 3:50 Presenter: Alan Weaver, CPPO, FCCN Break The Latest and Greatest on Florida’s Sunshine Law Presenter: David M. Snyder Closing Session 4:45 – 5:00 Joe Benjamin, CPPO, CPPB, FCCM FAPPO President NOTES: * Completing the Clifton StrengthsFinder test prior to attending the workshop is recommended. It will enhance your participation in Dr. Darby’s workshop sessions, visit: https://www.gallupstrengthscenter.com/Purchase/en-US/Product You will receive resources, tools, and the following personalized reports, please bring them to the workshop: Strengths Insight Guide This guide offers an in-depth analysis of your top 5 strengths. The guide, which is unique to your specific combination of strengths, describes who you are in astonishing detail and provides you with a comprehensive understanding of yourself, your strengths, and what makes you stand out. Strengths Insight and Action-Planning Guide This guide provides an in-depth analysis of each of your top 5 strengths, personalized based on your unique strengths profile. It also includes 10 action items for each strength to help you think about how to start building and applying your strengths every day. Signature Themes Report This report presents your top 5 strengths so you can identify your dominant talents and start leading a strengths-based life. Action-Planning Tool Use this tool to create a customized action plan you can consult regularly to help you capitalize on your strengths. Quick Reference Card This document provides a list of all 34 Clifton StrengthsFinder themes and their respective short definitions.