Purchasing From A CBO s Perspective
|
|
- Giles Stephens
- 5 years ago
- Views:
Transcription
1 Purchasing From A CBO s Perspective CASBO 2018 Sacramento, CA April 5, 2018 Presented by: Kelly M. Rem
2 Purchasing From A CBO s Perspective Thursday, April 5, 2018 from 11am-noon Room 307 The views and opinions expressed in this presentation are those of the authors and do not necessarily reflect those of CASBO. Presenters Richard De Nava, San Bernardino COE, Assistant Superintendent of Business Services, Richard.DeNava@sbcss.net Susan Rutledge, Clovis USD, Assistant Superintendent of Business Services, SusanRutledge@clovisusd.k12.ca.us Leeann Errotabere, Clovis USD, Director of Purchasing, LeeannErrotabere@clovisusd.k12.ca.us Harold Freiman, Lozano Smith, Partner, HFreiman@lozanosmith.com New CBO/Former Director of Bgt/Finance First 100 days as a CBO Facilities/Purchasing construction team Who? What is each team members role related to construction bids? How? Which construction delivery methods are typically used? When? What is the bid schedule? What? What is on the horizon for new construction and modernizations? Do you have bond funds? Where? Know your facility master plan!
3 New CBO/Former Director of Bgt/Finance First 100 days as a CBO Processes and Procedures Know your Board policies related to procurement Get to know your team and their area of responsibility What is working? Where are there opportunities? Research public contract code Study your District s Standard Operating Procedures Learn from the pros! Don t change ANYTHING!! Current CBO/ Former Director of Purchasing Process and Procedures Lines of communication Internal to department External to stakeholder and community/business Workflow Centralized vs. decentralized Automation value added What is routine and within our culture Just in time vs. warehousing Emergency or poor planning? Work arounds Are they the norm? Keep at the lowest level Current CBO/ Former Director of Purchasing Development/Training Skilled workforce Investing in the future Balancing professional development Network opportunities Is the department correctly sized and staffed for success Compliance vs. Customer Service Not just about the technical aspect of purchasing Communication is key Balance needed Training the trainers Team approach Meet the needs of stakeholders
4 Current CBO/ Former Director of Purchasing Compliance with Codes, Regulations, Laws Bidding statutes Board policies and Admin Regulations within the District Local preference Local policies of travel, credit card use Contract procedures Bidding documents and contractual agreements spend the time and $$$ on counsel review of your documents: it will save you big $$$ if/when protests occur Purchasing Perspective Interacts with EVERY department Collaboration with CBO very important Classroom Needs Warehouse Accounting Maintenance & Facilities Etc. If you got it, Purchasing bought it! Purchasing Perspective Standard Operating Procedures: Work with CBO Communicates District-Wide Consistency Create Database Everyone Treated Equal
5 Purchasing Perspective Laws That Regulate the Department: Education Code Public Contract Code Labor Code Government Code Civil Code Purchasing Perspective Do More With Less Department Typically staffed in efficient manner Time & Cost Savings Key to Success Piggyback Contracts Purchasing Co-Op Contracts UPCCAA District Warehouse Open Purchase Orders Credit Card Purchases The Lawyer s Take Consider Joint Training for: Purchasing Facilities Business Staff
6 The Lawyer s Take How Do You Pick the Method of Contract? Construction Design-Bid Build Lease-leaseback Design Build Purchasing Bidding The Lawyer s Take How Do You Pick the Method of Contract? Uniform Cost Accounting Piggybacking Joint Purchasing The Lawyer s Take When Do You Have to go to the Board? Delegation of Authority Statutes Local Policy Clear lines of authority
7 The Lawyer s Take Tips for Contact Between CBO, Purchasing and Legal Counsel Who can contact legal counsel? What topics go to legal counsel? When may contact be made? Some Relevant Statutes.... Board approval for District contracts Education Code section Bid limits Public Contracts Code section Uniform Public Construction Cost Accounting Act (UPCCAA) Public Contract Code sections Bid exceptions: Emergency (Non-CUPCCAA) Public Contract Code sections 1102, 20113, Emergency (CUPCCAA) Public Contract Code sections 22035, Some Relevant Statutes.... Bid exceptions (cont.): Cooperative purchasing: Piggybacking Public Contract Code section CMAS Public Contract Code sections 10298, JPA Government Code sections 6500, et seq. Sole source contract/public policy exception Public Contract Code section 3400
8 Some Relevant Statutes.... Bid exceptions (cont.): Private architectural, landscape architectural, engineering, environmental, land surveying, construction management or design professional services Education Code section (if using state funding), Government Code section 4525, et seq.; Government Code section , et seq. Job order contracting Public Contract Code sections , et seq. Electronic data processing systems and software Public Contract Code section Some Relevant Statutes.... Bid exceptions (cont.): Technology Public Contract Code section Supplementary educational materials (i.e. books, films) Public Contract Code section Surplus property from the federal government Education Code section Energy conservation contracts Government Code sections , et seq. Transportation contracts for over $10,000 Education Code section Some Relevant Statutes.... Alternative construction delivery methods: Lease-leaseback Education Code section Design-build Education Code sections , et seq. Prequalification Public Contract Code sections and
9 Some Relevant Statutes.... Prevailing wages Labor Code section 1771 Definition of public project for purposes of prevailing wages Labor Code section 1720 DIR Registration Requirements Labor Code section [NOTE 2017 changes under SB 96 exempted small contracts] Skilled and trained workforce Public Contract Code sections 2600, et seq. Public Contract Claims Resolution Public Contract Code sections 9204, 20104, et seq.
Lessons Learned: Construction Bidding & Procurement Item D.1
Lessons Learned: Construction Bidding & Procurement Item D.1 Facilities Subcommittee Meeting February 28, 2017 Bid Limits The District must competitively bid any contract involving an expenditure of: Bid
More information2017 CBO Boot Camp Purchasing
2017 CBO Boot Camp Purchasing October 5-7, 2017 February 1-3, 2018 Sharon Ketcherside SK Consulting Procurement/Contract Specialist Retired Director of Purchasing and Contracting PURCHASING OVERVIEW Overview
More informationSchool Business Consulting, Inc. W.H. Byrd, Inc. Thank you to our Sponsors!
School Business Consulting, Inc. W.H. Byrd, Inc. Thank you to our Sponsors! How to Successfully Hard-Bid a Project Jeff Becker, Director of Facilities & Operations Maiya Yang, General Counsel Competitive
More informationHow Full is Your CUPCCAA?
CASBO 2017 Annual Conference April 2017 How Full is Your CUPCCAA? Gioconda Padilla Glendale Unified School District gpadilla@gusd.net Phil Henderson Orbach Huff Suarez & Henderson phenderson@ohshlaw.com
More informationFrom the current CLPCCD Policy 3310 titled Purchasing and Contracting
Proposed Chabot-Las Positas Community College District Board Policy BP 6340 Business and Fiscal Affairs DRAFT as of 3/22/13 BP 6340 CONTRACTS References: Education Code Sections 81641 et seq.; Public Contract
More informationCEQA Checklist for School Districts
CEQA Checklist for School Districts (Revised March 2014) Copyright 2014 Lozano Smith For more information, please visit our website at LozanoSmith.com or call us Toll Free at 800.445.9430. CEQA Checklist
More informationPOLICY AND PROCEDURES GOVERNING BIDDING FOR FACILITY PROJECTS # P
POLICY AND PROCEDURES GOVERNING BIDDING FOR FACILITY PROJECTS # P-2016.11.03 1. PURPOSE 1.1 The purpose of this policy is to clarify the public contracting processes for Facility Projects (as defined in
More informationSAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY FISCAL POLICY
The Fiscal Policy is designed to guide decisions pertaining to internal fiscal management, including day-to-day operations, annual budget development and sales tax revenue allocation requirements of the
More informationLegal Update on Procurement Legislation
CCFC Regional Workshops Breaking the Mold of Traditional Construction Delivery: Successfully Using Lease-Leaseback and Design-Build Wednesday, May 7, 2014 San Mateo CCD San Mateo, California Legal Update
More informationRiverside Community College District Policy No Business and Fiscal Affairs BP 6340 BIDS AND CONTRACTS
Riverside Community College District Policy No. 6340 Business and Fiscal Affairs BP 6340 BIDS AND CONTRACTS References: Education Code Sections 81641 et seq.; Public Contract Code Sections 20650 et seq.,
More informationBOARD OF EDUCATION Attachment: Discussion 12. PALO ALTO UNIFIED SCHOOL DISTRICT Date: Bob Golton, Bond Program Manager
BOARD OF EDUCATION Attachment: Discussion 12 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 02.23.16 TO: FROM: SUBJECT: Glenn Max McGee, Superintendent Bob Golton, Bond Program Manager Addison Elementary School
More informationREQUEST FOR QUALIFICATIONS/ PROPOSALS LEASE-LEASEBACK CONTRACTOR FOR
SANTA BARBARA UNIFIED SCHOOL DISTRICT REQUEST FOR QUALIFICATIONS/ PROPOSALS LEASE-LEASEBACK CONTRACTOR FOR Multi-Purpose Building Renovation Projects at Harding University Partnership School and Roosevelt
More informationMOJAVE WATER AGENCY PURCHASING POLICY
MOJAVE WATER AGENCY PURCHASING POLICY PURCHASING POLICY 01/13/2011 TABLE OF CONTENTS SECTION PAGE No. 1.0 INTRODUCTION 1.1 Purpose 1 1.2 Scope and Intent 1 1.3 Authority to Purchase 1 1.4 Ethical Conduct
More informationCalifornia Uniform Public Construction Cost Accounting Act
California Uniform Public Construction Cost Accounting Act SAMPLE DOCUMENTS Compiled by Guiselle Carreon, Commissioner California Uniform Construction Cost Accounting Commission This handout has been prepared
More informationPORT OF EVERETT MANAGEMENT OF PERSONAL SERVICE CONTRACTS
PORT OF EVERETT MANAGEMENT OF PERSONAL SERVICE CONTRACTS A. INTRODUCTION... 1 2SHB 3274... 1 Effective Date for Implementation... 1 B. DEFINITIONS... 1 A&E Services See Professional Services... 1... 1
More informationTrends and Developments in Public Works Law and Practice
Trends and Developments in Public Works Law and Practice APWA Public Works Conference 2015 Presented by: Arne B. Sandberg, Lozano Smith Ron Bernal, City of Antioch INTRODUCTION New ADR Requirements for
More informationContract Reporting & Oversight PRESENTED TO THE HOUSE APPROPRIATIONS COMMITTEE LEGISLATIVE BUDGET BOARD STAFF
Contract Reporting & Oversight PRESENTED TO THE HOUSE APPROPRIATIONS COMMITTEE LEGISLATIVE BUDGET BOARD STAFF FEBRUARY 2017 PRESENTATION OVERVIEW Trends in Reporting and State Contracting Issues Impacting
More informationPURCHASING THEORY WHAT S THERE TO TALK ABOUT? Toss Out the Lecture Making You Think and Share Thoughts Variety of Topics Actions Lead to Reaction
PURCHASING THEORY 2018 AGENCY PURCHASING CONFERENCE PURCHASING THEORY WHAT S THERE TO TALK ABOUT? Toss Out the Lecture Making You Think and Share Thoughts Variety of Topics Actions Lead to Reaction HOW
More informationPURCHASING MANUAL August, 2011
PURCHASING MANUAL August, 2011 TABLE OF CONTENTS Contents INTRODUCTORY STATEMENT... 3 PURCHASING CODE OF ETHICS... 3 GIFTS AND GRATUITIES... 3 POTENTIAL CONFLICTS... 4 PETTY CASH... 4 CREDIT CARDS... 4
More informationKings County Board of Education Board/Superintendent Policy
Kings County Board of Education Board/Superintendent Policy BP 3311 Business and Noninstructional Operations The county office of education shall purchase equipment, supplies and services using competitive
More informationCONTRA COSTA COMMUNITY COLLEGE DISTRICT 500 Court St, Martinez, CA CONTRACTOR INFORMATION
500 Court St, Martinez, CA 94553 CONTRACTOR PREQUALIFICATION APPLICATION FORM (CUPCCAA, PCC 22000) INFORMAL BIDDING PROCEDURES (PCC 22030) CONTRACTOR INFORMATION Firm / Company Name: (as it appears on
More informationA competitive bidding process shall be utilized to the greatest extent possible for all construction contracts.
BOARD POLICY NO. 024 PROCUREMENT AND CONTRACTING CONSTRUCTION Purpose To establish a method for administering SANDAG construction contracts. Background Public Utilities Code section 132352.4 states that
More informationCASBO CBO Symposium Benchmarking Project
Managing for Results CASBO CBO Symposium Benchmarking Project A Report of the Performance Measurement and Benchmarking Project 2011-12 Survey Updated 01/2014 Notes: To CASBO Chief Business Officers We
More informationBond Planning: Who, What, When, Where & Why to Meet Your Building Needs FAC14: Room 105 Thursday April 14, 4:15 p.m. - 5:15 p.m.
APRIL 13-16, 2016 Bond Planning: Who, What, When, Where & Why to Meet Your Building Needs FAC14: Room 105 Thursday April 14, 4:15 p.m. - 5:15 p.m. THESE MATERIALS HAVE BEEN PREPARED BY THE SAN DIEGO /
More informationINSTRUCTIONAL EQUIPMENT AND SUPPLIES PLAN
INSTRUCTIONAL EQUIPMENT AND SUPPLIES PLAN Mission Statement: The mission of Manatee Technical College is to produce highly skilled individuals and resourceful leaders through collaborative education to
More informationASCIP's Property/Liability and Workers' Compensation Programs
ASCIP's Property/Liability and Workers' Compensation Programs a presentation for May 31, 2012 Overview of ASCIP s Programs Non-Profit Risk Pool (167 members, primarily K-12 districts) Governed by l3-member
More informationAward of Performance Energy Engineering Services Contract
Finance, Administration and Oversight Committee Action Item III-E September 13, 2007 Award of Performance Energy Engineering Services Contract Washington Metropolitan Area Transportation Authority Board
More informationSASKATCHEWAN WAGE SURVEY 2013: PROFESSIONAL, SCIENTIFIC AND TECHNICAL SERVICES INDUSTRY DETAILED REPORT
Saskatchewan Ministry of the Economy June 2014 SASKATCHEWAN WAGE SURVEY 2013 SASKATCHEWAN WAGE SURVEY 2013: PROFESSIONAL, SCIENTIFIC AND TECHNICAL SERVICES INDUSTRY DETAILED REPORT Insightrix Research
More informationCONTRACT GENERAL CONDITIONS FOR CONSTRUCTION MANAGER AT RISK WITH GUARANTEED MAXIMUM PRICE PROJECTS
CONTRACT GENERAL CONDITIONS FOR CONSTRUCTION MANAGER AT RISK WITH GUARANTEED MAXIMUM PRICE PROJECTS THE CALIFORNIA STATE UNIVERSITY Prepared by: OFFICE OF THE CHANCELLOR CAPITAL PLANNING, DESIGN AND CONSTRUCTION
More informationState of Michigan s Project SIGMA
State of Michigan s Project SIGMA Presented to State Association of Accountants, Auditors and Business Administrators (SAAABA) Ruth Schwartz, CPA, Project Director April 21, 2015 Topics for Today Project
More informationMEMBER SERVICES ARIZONA MASTER LIST OF STATE GOVERNMENT PROGRAMS AGENCY SUMMARY STATE RETIREMENT SYSTEM
2000-200 ARIZONA MASTER LIST OF STATE GOVERNMENT PROGRAMS AGENCY SUMMARY STATE RETIREMENT SYSTEM LeRoy Gilbertson, Director Contact: Anthony Guarino, Deputy Director (602) 20-2077 Agency Mission: To contribute
More informationOregon Department of Justice
Oregon Department of Justice Ellen F. Rosenblum, Attorney General Oregon Department of Justice Division of Child Support Oregon Child Support System Project Presentation to Joint Emergency Board Interim
More informationSDUSD Self Certification Checklist
TITLE 2 Grants and Agreements Subtitle A OFFICE OF MANAGEMENT AND BUDGET (OMB) GUIDANCE FOR GRANTS AND AGREEMENTS CHAPTER II OFFICE OF MANAGEMENT AND BUDGET GUIDANCE PART 200 UNIFORM ADMINISTRATIVE REQUIREMENTS,
More informationIV. Orders, Quotations, Bids and Request for Proposal (RFP) Requirements
Noninstructional Operations and Business Services Policy 707 Purchasing I. Purpose This policy defines the process for purchasing supplies, equipment, materials and services that will be used to meet the
More informationMUTUAL HOUSING MANAGEMENT
J O B D E S C R I P T I O N Job Title: Location: Department: Reports To: FSLA Status: Director of Property Management Sacramento Property Management Chief Executive Officer Exempt (professional) Updated:
More informationProgram Summary Administrative Services
Program Summary Administrative Services 2016-17 2017-18 Over(Under) Budget By 2014-15 2015-16 Approved Approved 2016-17 Program Section Actuals Actuals Budget Budget Approved Administrative Services Office
More informationCalifornia Uniform Public Construc2on Cost Accoun2ng Act
California Uniform Public Construc2on Cost Accoun2ng Act August 2016 1 What is UPCCAA? California Uniform Public Construc2on Cost Accoun2ng Act UPCCAA or CUPCCAA Big picture allows the District more flexibility
More informationCALIFORNIA UNIFORM PUBLIC CONSTRUCTION COST ACCOUNTING ACT FREQUENTLY ASKED QUESTIONS (FAQ)
Updated: October 15, 2014 CALIFORNIA UNIFORM PUBLIC CONSTRUCTION COST ACCOUNTING ACT FREQUENTLY ASKED QUESTIONS (FAQ) 1. What is the? A program created in 1983 which allows local agencies to perform public
More informationFiscal Best Practices: Agency-wide Budgeting and Financial Dashboards
Fiscal Best Practices: Agency-wide Budgeting and Financial Dashboards Trainer: Denes L. Tobie, CPA - Partner 1 Materials/Disclaimer Please note that these materials are incomplete without the accompanying
More informationAnticipated Contract Value Bid Bond Change Order Client Services (CS) Client Services Agreement (CSA) Competitive Solicitation
Anticipated Contract Value An estimate of the total amount that may be spent under the terms of a contract. Calculation of the Anticipated Contract Value includes the anticipated spend under the original
More informationProject Connect Connect January 11, 2012
Project Connect January 11, 2012 Introduction Meeting Minutes Approval Project Status Report IV&V Update By Ernst & Young Other Business Public Comments Review of Actions from Meeting Scheduling of Next
More informationCALIFORNIA UNIFORM PUBLIC CONSTRUCTION COST ACCOUNTING ACT. FREQUENTLY ASKED QUESTIONS (FAQs)
CALIFORNIA UNIFORM PUBLIC CONSTRUCTION COST ACCOUNTING ACT FREQUENTLY ASKED QUESTIONS (FAQs) 1. What is the? A program created in 1983 which allows local agencies to perform public project work up to $45,000
More informationTOWN OF COHASSET PURCHASING POLICY
TOWN OF COHASSET PURCHASING POLICY Purchasing Procedures 1.0 Expenditures Invoice Payment Process Overview All departments are expected to submit their bills for processing in a timely manner. The Finance
More informationIII. Fiscal Management
3.1 Chief School Financial Officer III. Fiscal Management The Board will appoint a Chief School Financial Officer to oversee the financial operations of the Board and to perform the duties of the position
More informationReducing Controllable Costs
Reducing Controllable Costs Susan Petrie, Chief Operating Officer, Capital Link Tony Skapinsky, Project Consultant, Capital Link Advancing the Financial Strength of L.A. County Clinics February 9, 2017
More informationPROCUREMENT POLICY SAN MATEO COUNTY TRANSIT DISTRICT
ATTACHMENT A PROCUREMENT POLICY SAN MATEO COUNTY TRANSIT DISTRICT The San Mateo County Transit District ( District ) is organized and established pursuant to the San Mateo County Transit District Act,
More informationPurchasing Policies and Procedures. Effective July 1, 2008
Purchasing Policies and Procedures Effective July 1, 2008 Employees are responsible for understanding and complying with the policies and procedures listed below. Purchasing Purchasing Card Accounts Payable
More informationPOLICY TITLE: Purchasing District Purchasing POLICY NO: 850 PAGE 1 of 11 PURCHASING POLICY 1 - DISTRICT PURCHASING
POLICY TITLE: Purchasing District Purchasing POLICY NO: 850 PAGE 1 of 11 PURCHASING POLICY 1 - DISTRICT PURCHASING It is the policy of the Mountain Home School District to make purchases of goods, services,
More informationPROCUREMENT PROCEDURES
PROCUREMENT PROCEDURES BIDS Board 5-27-08 BP 3311 The District shall purchase equipment, supplies and services using competitive bidding when required by law and in accordance with statutory requirements
More information2014/2015 Budget Presentation
Coquitlam Board of Education 2014/2015 Budget Presentation April 15 2014 Board Presentation 1 Agenda 1. Overview of the Public Presentation (April 1 st & 8 th ) 2. Operational Budget Expenses how we spend
More informationUniform Guidance vs. OMB Circulars
Cost Allocation 101 Uniform Guidance vs. OMB Circulars Prior to the Uniform Guidance, requirements Designed for governing DOL-ETA cost direct principles, recipients and administrative their subrecipients
More informationZERO-BASED BUDGET MANUAL FISCAL YEAR 2019
ZERO-BASED BUDGET MANUAL FISCAL YEAR 2019 FY 2019 ZERO-BASED BUDGET MANUAL Richland County School District One Budget and Operations Office 201 Park Street Columbia, South Carolina 29201 Dr. Craig Witherspoon
More informationDisclosure Controls. Boris Feldman NIRI San Francisco Chapter October 3,
Disclosure Controls Boris Feldman NIRI San Francisco Chapter October 3, 2002 www.borisfeldman.com Topics Statutory and Regulatory Framework Principles of Design Components Alternative Structures for Disclosure
More informationCENTRAL UNIFIED SCHOOL DISTRICT PURCHASING HANDBOOK
PURCHASING HANDBOOK 4605 N. POLK FRESNO, CA 93722 Updated: February 2017 Table of Contents INTRODUCTION... 1 PURCHASING DEPARTMENT OVERVIEW... 2 GENERAL STAFF GUIDELINES... 4 REQUISITIONS AND PURCHASE
More informationZERO-BASED BUDGET MANUAL FISCAL YEAR 2017
ZERO-BASED BUDGET MANUAL FISCAL YEAR 2017 FY 2017 ZERO-BASED BUDGET MANUAL Richland County School District One Budget and Operations Office 201 Park Street Columbia, South Carolina 29201 Dr. Craig Witherspoon
More informationWestern Climate Initiative, Inc. Budget for Calendar 2018 and Projected Expenditures for 2019 and 2020 October 12, 2017
Western Climate Initiative, Inc. Budget for Calendar 2018 and Projected Expenditures for 2019 and 2020 October 12, 2017 Contents Introduction 1 Cap-and-Trade Services 3 Compliance Instrument Tracking System
More informationINSTITUTE FOR LOCAL GOVERNMENT. Financial Statements with Independent Auditor s Report For the Year Ended December 31, 2016
Financial Statements with Independent Auditor s Report For the Year Ended December 31, 2016 TABLE OF CONTENTS Page Independent Auditor s Report... i-ii Statement of Financial Position...1 Statement of
More informationCATEGORY 8 PLANNING CONTINUOUS IMPROVEMENT
INTRODUCTION The College s processes related to Planning Continuous Improvement are very mature. JC s key planning processes are aligned. Clear processes are in place for strategic planning and the College
More informationA. Southern Utah University Purchasing Office Procedures: Maintained and located within the Purchasing Office and attached to the office Web site
Page 1 of 13 I. PURPOSE: To establish policies and guidelines for the procurement of goods and services at Southern Utah University. Applicable to all University faculty, staff, student employees, and
More informationREQUEST FOR PROPOSALS. For LEASE-LEASEBACK CONSTRUCTION SERVICES. For SUTTER HVAC REPLACEMENT
Business Services Contracts Office 5735 47 th Avenue, Sacramento, CA 95824 (916) 643-2464 Jorge Aguilar, Superintendent Gerardo Castillo, Chief Business Officer REQUEST FOR PROPOSALS For LEASE-LEASEBACK
More informationLOS ANGELES UNIFIED SCHOOL DISTRICT Matrix Teacher Recruitment and Hiring
Teacher Recruitment and Hiring 1 Project Districtwide enrollment growth 2 Project school by school enrollment growth Assist Schools 3 Reconcile school and district estimates Assist in resolving discrepancies
More informationHealth Care Construction. Moving Your Project From Concept to Reality
Health Care Construction Moving Your Project From Concept to Reality Health Care Construction There are 1,283 CAH s s in 48 States In 2005, the Flex Monitoring Team estimated CAH s s would need almost
More informationWhat Happened to Private Exchanges? A PEEC Webinar February 28, 2017
What Happened to Private Exchanges? A PEEC Webinar February 28, 2017 Private Exchange Evaluation Collaborative, 2017 All Rights Reserved 1 Today s Presenters Laurel Pickering President & CEO Northeast
More informationCHAPTER 11. The Money Markets
CHAPTER 11 The Money Markets Now that s a lot! In its 2009 annual report, Microsoft listed $25 billion in short-term securities on its balance sheet, plus $6 billion in actual cash equivalents. Microsoft
More informationAGENDA. RECOMMENDATION: Approve Minutes of the March 14, 2018 Administration Committee Meeting.
Orange County Sanitation District Regular Meeting of the ADMINISTRATION COMMITTEE Wednesday, April 11, 2018 5:00 P.M. Administration Building Board Room 10844 Ellis Avenue Fountain Valley, CA (714) 593-7433
More informationJUNE 2015 STRATEGIC PLAN
JUNE 2015 STRATEGIC PLAN LOOKING TOWARDS 2025 INDEX 1. Introduction 2. Strategic Plan Process a. Strategic Plan Workshop b. Strategic Plan Alignment c. Strategic Plan Process d. Strategic Initiatives Report
More informationState Government Procurement
The following excerpts from the Arizona Revised Statutes are laws ACEC of Arizona initiated and secured for our industry. For further details regarding laws in the State of Arizona, go to http://www.azleg.gov
More informationASSIGNMENT 02 Due date 16 March 2018 Study material Hughes & Cotterell: Chapters 1 and 2
Software Project Management INF3708 Assignment 02: Solution ASSIGNMENT 02 - SEMESTER 1 ASSIGNMENT 02 Due date 16 March 2018 Study material Hughes & Cotterell: Chapters 1 and 2 Total marks 40 marks If your
More informationData Analysis and Machine Learning Lecture 8: Limit Order Book and Order Flow Imbalance
Data Analysis and Machine Learning Lecture 8: Limit Order Book and Order Flow Imbalance Guest Lecturer: Douglas M. Vieira PhD student, Imperial College London 2017.11.01 Outline of the lecture Order flow
More informationGeneral Hindi. Environmental Studies. Elementary Computer Application
B.A. Part-III(10+2+3) Supplementary Examination 2018 (Including Due Paper of B.A. Part-I & B.A. Part-II) 06/09/2018, Thursday 03.00 PM to 6.00 PM Due Paper of B.A. Part-I :- 07/09/2018, Friday 03.00 PM
More informationStandard IIID. Financial Resources
V ICTOR V ALLEY C OLLEGE :: S ELF S TUDY 2011 Standard IIID. Financial Resources Financial resources are sufficient to support student learning programs and services and to improve institutional effectiveness.
More informationFederal Procurement and Equipment Requirements Under Uniform Guidance. Washington Public Treasurers Association
Federal Procurement and Equipment Requirements Under Uniform Guidance Washington Public Treasurers Association April 13-14, 2017 Felicia Den Adel Single Audit Specialist Office of the Washington State
More informationBART Buy America Preference
BART Buy America Preference Policy Implementation Grace Crunican General Manager APTA TRANSIT CEO SEMINAR February 12, 2013 2 Goals for New Car Procurement 1. Provide best quality car at a fair and reasonable
More informationInactive (Off-Site) Total Retention. Media
Ver.11.5 Schedule: COUNTY-WIDE C1 County Counsel Human Resources or CAO ACCIDENT (INVOLVING COUNTY VEHICLES) REPTS ACCIDENT AND INJURY REPTS - EMPLOYEES (employee injuries, not including County property,
More information2017 Business Plan & Budget
2017 Business Plan & 2017 Overview Approved on June 2, 2016 by ReliabilityFirst Board Total 2017 : $19,908,939 2.8% $541,729 Personnel Expense 3.7% $582,486 Operating and Fixed Asset -1.1% ($ 40,757) Total
More informationCORPORATE SERVICES GENERAL ISSUES COMMITTEE
5.2 GENERAL ISSUES COMMITTEE February 13, 2018 Mike Zegarac General Manager OVERVIEW 2 Citizen and Customer Services 546-CITY (Customer Contact Centre) askcity@hamilton.ca (Email inquiries) Municipal Service
More informationCONTRACT MANAGEMENT POLICY AND PROCEDURE MANUAL. 01. Introduction Contract Management Policies... 2
CONTRACT MANAGEMENT POLICY AND PROCEDURE MANUAL Table of Contents 01. Introduction... 2 02. Contract Management Policies... 2 03. Responsibilities of the Originating Unit Representative... 6 04. Responsibilities
More informationPURCHASE LENOVO N23 CHROMEBOOKS
DUBLIN UNIFIED SCHOOL DISTRICT S For PURCHASE LENOVO N23 CHROMEBOOKS RFP #IT-2017-1 DUBLIN UNIFIED SCHOOL DISTRICT S #IT-2017-1 PURCHASE OF LENOVO N23 CHROMEBOOKS NOTICE TO BIDDERS NOTICE IS HEREBY GIVEN
More informationGovernor s Proposals for the State Budget and K-12 Education
2010 School Services of California, Inc. Governor s Proposals for the 2010-11 State Budget and K-12 Education Presented by Song Chin-Bendib Assistant Superintendent, Business Services Regular Board Meeting
More informationSANTA ANA COLLEGE FACILITIES COMMITTEE MEETING OCTOBER 16, 2018
SANTA ANA COLLEGE FACILITIES COMMITTEE MEETING OCTOBER 16, 2018 1 PROJECTS Dunlap Hall Renovation - Completed Central Plant & Infrastructure - Completed Johnson Student Center & Demolition Science Center
More informationCity of Medford Investment Policy
City of Medford Investment Policy Section 1. Purpose: The City of Medford, Oregon (the City) was incorporated in 1885 and operates under the council-manager form of government. Policy-making and legislative
More informationProgram Implementation Plan Measure M Bond. San Bernardino Community College District
Program Implementation Plan San Bernardino Community College District Kitchell Kitchell Corporation 9/18/2013 TABLE OF CONTENTS 1. Program Overview a. Bond Program Pg. 4 b. Program Implementation Pg. 4
More informationBusiness Services Administrative Unit Review Updated
Business Services - AUR Objective: 1) Measure C bond debt Manage Measure C Bond debt effectively to maximize fiscal prudence. Start Date: 07/01/2016 Completed Date: 11/07/2016 2016-2017 - Reduce interest
More informationSIX MONTH STATUS REPORT October 1, 2016 March 31, John A. Carey, Inspector General
SIX MONTH STATUS REPORT October 1, 2016 March 31, 2017 John A. Carey, Inspector General OUTLINE OIG ACTIVITIES (October 1, 2016 March 31, 2017) BUDGET, STAFFING, & PERSONNEL PLANS, OBJECTIVES, & INITIATIVES
More informationA Bill Regular Session, 2015 SENATE BILL 768
Stricken language would be deleted from and underlined language would be added to present law. 0 0 0 State of Arkansas 0th General Assembly As Engrossed: S// A Bill Regular Session, 0 SENATE BILL By: Senator
More informationJuly 26, d Readiness Weekly Status Call. onesource.uga.edu
July 26, 2018 d Readiness Weekly Status Call Getting Started Please send questions through the question function. Please think about the format of information presented today and any suggested changes.
More informationTax Agency Long-Term Modernization - Incrementally. Neena Savage Tax Administrator Rhode Island Division of Taxation
Tax Agency Long-Term Modernization - Incrementally Neena Savage Tax Administrator Rhode Island Division of Taxation Introductions Neena Savage Tax Administrator Rhode Island Division of Taxation 2 Agenda
More informationProject Management. Estimating Project Times and Costs. Clifford F. Gray Eric W. Larson Third Edition. Chapter 5
Project Management THE MANAGERIAL PROCESS Clifford F. Gray Eric W. Larson Third Edition Chapter 5 Estimating Project Times and Costs Copyright 2006 The McGraw-Hill Companies. All rights reserved. PowerPoint
More informationBusiness Law: Essentials for Entrepreneurs & Business Managers. [Course - Q & A]
What is the class all about? Business Law: Essentials for Entrepreneurs & Business Managers [Course - Q & A] Having a base understanding of core business law principles is critical to being an effective
More informationMT. SAN ANTONIO COMMUNITY COLLEGE DISTRICT PROPOSITION 39, GENERAL OBLIGATION BONDS (MEASURE R, NOVEMBER 2001) PERFORMANCE AUDIT.
(MEASURE R, NOVEMBER 2001) (MEASURE R, NOVEMBER 2001) CONTENTS Page Independent Auditor s Report... 1 Objectives... 2 Scope of the Audit... 2 Background Information... 3 Procedures Performed... 3 Results
More informationAssociation for Governmental Leasing & Finance
Association for Governmental Leasing & Finance In-House Lawyers Panel: The Final Lap Spring 2016 Conference Charlotte, North Carolina PANELISTS Curt Loub, KS State Bank Beth Gilbert, Dell Financial Services
More informationOctober 4, 2007 Page 1 of 8
Children and adults learn and perform best in a safe and comfortable environment. Arlington Public Schools therefore provides safe, comfortable, accessible, efficient and attractive spaces for instructional
More informationBudget Guidelines
Budget Guidelines 2018-2022 Formats and guidelines required for your application can be downloaded at www.uniontounion.org Budgets for year 1-3, resp 4, 5 Total budgets are the sum of Union to Union allocation
More informationGeneral Hindi. Environmental Studies. Elementary Computer Application
B.A. Part-III(10+2+3) Supplementary Examination 2017 (Including Due Paper of B.A. Part-I & B.A. Part-II) 18/09/2017, Monday 11.00 AM to 2.00 PM Due Paper of B.A. Part-I :- 19/09/2017, Tuesday 11.00 AM
More informationSanta Clara County Office of Education
Santa Clara County Office of Education Extraordinary Audit of the East Side Union High School District January 28, 2010 Joel D. Montero Chief Executive Officer January 28, 2010 Charles Weis, Ph.D., Superintendent
More informationBIDS AND CONTRACTS. Limits Bids or quotations shall be secured as may be necessary to obtain the lowest possible prices as follows:
AP 6340 BIDS AND CONTRACTS Adopted: January 27, 2009 Last Revised: January 26, 2017 References: Education Code Sections 81641-81656 Government Code Section 53060; Public Contract Code Sections 20103.7,
More informationWestern Climate Initiative, Inc. Budget for Calendar 2019 and Projected Expenditures for 2020 and 2021 October 11, 2018
October 11, 2018 draft for Board Consideration Western Climate Initiative, Inc. Budget for Calendar 2019 and Projected Expenditures for 2020 and 2021 October 11, 2018 Contents Introduction 1 Cap-and-Trade
More informationProject Connect. May 9, 2012
Project Connect May 9, 2012 Introduction Meeting Minutes Approval Project Status Report IV&V Update by Ernst & Young Other Business Public Comments Review of Actions from Meeting Scheduling of Next Meeting
More informationCommunity & Strategic Partnerships
Program Chart Total Full-Time Equivalents (FTE) = 5.00 Community Redevelopment Administration Total Full Time Equivalents (FTE) = 3.3 County Housing Program Total Full Time Equivalents (FTE) = 0 Legislative
More information2017/2018 Annual Budget Presentation. April 5, 2017
2017/2018 Annual Budget Presentation April 5, 2017 Operating, Special Purpose and Capital Funds School districts manage financial resources in three funds: Operating Fund Where the main operating expenditures
More information