CAPPO 2018

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Sessions (89)

Intro to RFP Acquisitions 101 (Room Catalina)

08 Jan 18
8:00 AM - 11:45 AM
Speaker(s): Cuauhtemoc Torres
The session will cover a review of acquisition methods, bid versus negotiated procurement, advantages and disadvantages of each procurement method,... More...

Legislative & Case Law Update for Public Works Construction (Room Mojave)

08 Jan 18
8:00 AM - 11:45 AM
Speaker(s): Barbara Gadbois
The laws regarding public works construction in California are complicated and constantly changing. This session will review new statutes and case ... More...

New Buyer Basics 101 - Part 1 (Room Pueblo A and B)

08 Jan 18
8:00 AM - 11:45 AM
Speaker(s): John Finney
This seminar will cover the basic differences and similarities between public and private sectors and address key legal requirements. It will also ... More...

Intro to RFP Acquisitions 101 (Room Catalina)

08 Jan 18
1:30 PM - 4:30 PM
Speaker(s): Cuauhtemoc Torres
Stated above- Repeat of morning session More...

Legislative & Case Law Update for Public Works Construction (Room Madera)

08 Jan 18
1:30 PM - 4:30 PM
Speaker(s): Barbara Gadbois
The laws regarding public works construction in California are complicated and constantly changing. This session will review new statutes and case ... More...

New Buyer Basics 101 - Part 2 (Room Pueblo A and B)

08 Jan 18
1:30 PM - 4:30 PM
Speaker(s): John Finney
Stated above- Part B More...

SB 96 Prevailing Wages – Part 1 (Room Mojave)

08 Jan 18
1:30 PM - 3:30 PM
Speaker(s): Jessica Santiestaben ; Monique Munoz ; Tony Eguavoen
This session is presented by the Department of Industrial Relations (DIR) and covers SB 96, SB 854 and AB 219. Updates, clarifications and Q & A. More...

SB 96 Prevailing Wage Compliance – Tips for Local Procurement Officials - Part 2 (Room Mojave)

08 Jan 18
3:30 PM - 4:30 PM
Speaker(s): Kevin Wang ; Mike Maurer
This session will follow the Department of Industrial Relations’ presentation on SB 96’s new compliance monitoring rules and will focus on practica... More...

Ethics:  Black & White OR Shades of Grey? (Room Catalina/Madera)

09 Jan 18
9:45 AM - 11:00 AM
Speaker(s): Tammy Rimes
Procurement can lead a very black and white life – with lots of rules, regulations and policies to follow.  However, what happens when something fa... More...

Pictures (Room Poolside)

09 Jan 18
11:15 AM - 11:45 AM
More...

Construction Procurement: If I Only Knew Then, What I Know Now - Part 1 (Room Andreas)

09 Jan 18
1:30 PM - 3:15 PM
Speaker(s): Mark Hovatter
Have you ever wished that scientists would invent time machine so you could go back and give your past self that knowledge without having had to le... More...

Developing RFP’s for Services  - Part 1 (Room Mojave)

09 Jan 18
1:30 PM - 3:15 PM
Speaker(s): Beth Fleming
Purchasing services presents a unique challenge for government agencies.  While we may think we understand exactly what services we want, actually ... More...

Overview of Agency Insurance and Certificates of Insurance in Connection with Procurement (Room Pueblo A)

09 Jan 18
1:30 PM - 3:15 PM
Speaker(s): Art Torres
Understanding why risk managers do what they do isn't easy sometimes, and trying to get vendors to comply with insurance requirements can seem ... More...

Public Works Horror Show – Construction Claims (Room Chino B)

09 Jan 18
1:30 PM - 3:15 PM
Speaker(s): Barbara Gadbois
The session will focus on important cases related to construction contract issues on public works projects.  Speaker will provide case studies of i... More...

Retiree Program - Overview, What Its All About! (Room Chino A)

09 Jan 18
1:30 PM - 3:15 PM
Speaker(s): Carole Ayuso ; Cynthia Duprey
This is a session designed to inform you of this NEW and great benefit from CAPPO to those nearing or presently retirement. We will also present a ... More...

The Model Procurement Code Reaches Mid-Life:  What's Next? (Room Pueblo B)

09 Jan 18
1:30 PM - 3:15 PM
Speaker(s): Kieth McCook ; Margaret McConnell
This session will provide some history of the American Bar Association's Model Procurement Code for State and Local Governments but most of the ses... More...

Procurement 2. 0 - Transforming Procurement Services at the City of Tucson (Room Sierra)

09 Jan 18
1:45 PM - 3:15 PM
Speaker(s): Marcheta Gillespie
Many of our organizations have been "challenged to change" at some point in the past. But, did we really change?  Or did we make comfortable "adjus... More...

California Uniform Public Construction Cost Accounting Act (CUPPCAA) (Room Pueblo B)

09 Jan 18
3:30 PM - 5:00 PM
Speaker(s): Guiselle Carreon
The session will cover all aspects of the California Uniform Public Construction Cost Accounting Act including implementation, best practices, emer... More...

Construction Procurement: If I Only Knew Then, What I Know Now - Part 2 (Room Andreas)

09 Jan 18
3:30 PM - 5:00 PM
Speaker(s): Mark Hovatter
Have you ever wished that scientists would invent time machine so you could go back and give your past self that knowledge without having had to le... More...

Contract Administration (Room Sierra)

09 Jan 18
3:30 PM - 5:00 PM
Speaker(s): Marcheta Gillespie
Procurement professionals invest substantial amounts of time in the solicitation, sourcing, negotiating and contract award functions.  We invest in... More...

Developing RFP’s for Services - Part 2 (Room Mojave)

09 Jan 18
3:30 PM - 5:00 PM
Speaker(s): Beth Fleming
Purchasing services presents a unique challenge for government agencies.  While we may think we understand exactly what services we want, actually ... More...

Fair & Reasonable Pricing (Room Chino B)

09 Jan 18
3:30 PM - 5:00 PM
Speaker(s): Jack Pellegrino
Are you being a Wise Buyer for your organization and are you paying Fair and Reasonable Prices for supplies and services?  This fundamental respons... More...

Retiree Program - Can You Hear Me Now? Social Media, Protocol, Cybersecurity & Etiquette (Room Chino A)

09 Jan 18
3:30 PM - 5:00 PM
Speaker(s): Harold Good
The ability to use social media effectively has become increasingly important to retirees in our ever-evolving world of "digital disruption". Faceb... More...

Partner Networking Event (All Conference Attendees) (Room Poolside)

09 Jan 18
6:00 PM - 10:00 PM
Join us by the pool for the Partner Networking Event – includes dinner, fun, games, music and networking! More...

Charity Walk/Run (Room Lobby)

10 Jan 18
6:30 AM - 7:30 AM
More...

Registration Open

10 Jan 18
7:00 AM - 5:00 PM
More...

Topical Forum Discussions (California Grand Ballroom)

10 Jan 18
8:00 AM - 9:30 AM
Choose from multiple tabletop options on relevant purchasing topics. During the hour and a half, attendees will have the opportunity to visit three... More...

Consultant Contract Services - Streamlining the Process.  Case Study: Santa Clara Valley Water District (Room Pueblo A)

10 Jan 18
9:45 AM - 10:45 AM
Speaker(s): Helen Hoang ; Kimberley Linser
We can always do better and reach out further. Come and learn about how the Consultant Contract Services Unit for the Santa Clara Valley Water Dist... More...

Design/Build – One City’s Journey (Room Sierra)

10 Jan 18
9:45 AM - 10:45 AM
Speaker(s): Karen Little
Design-Build is a project delivery method where the design & construction of a project are the responsibility of one entity. It sounds like a great... More...

Developing Templates for RFQ’s, RFB’s and RFP’s (Room Chino B)

10 Jan 18
9:45 AM - 10:45 AM
Speaker(s): Neil Groom
Attendees will learn how use and customize RFQ/RFB/RFP templates for faster results (including fill- in forms), use Quick Parts/Auto Text to quickl... More...

Disaster Procurement Policy and Procedures (Room Mojave)

10 Jan 18
9:45 AM - 10:45 AM
Speaker(s): Debbie Wellnitz ; Gary Jayne ; Jason Reed ; Tina Yoke
If a disaster occurs, is your agency ready? It is crucial that procurement professionals take the necessary actions during an activated emergency t... More...

Doing More with Less through Innovation and Technology (Room Andreas)

10 Jan 18
9:45 AM - 10:45 AM
Speaker(s): John Montenero
Budgetary constraints to staffing, the evolution of procurement, and advancements in SaaS technology have all brought change to the conventions of ... More...

Retiree Program - Keeping "Golden Years" Golden- Financial Advice (Room Chino A)

10 Jan 18
9:45 AM - 10:45 AM
Speaker(s): Charles Sosa
The retirement landscape is changing, we will be discussing how it is changing. What pitfalls and traps to avoid. How to maximize retirement benefi... More...

Strategic Contract Management: The Santa Monica Program (Room Pueblo B)

10 Jan 18
9:45 AM - 10:45 AM
Speaker(s): Araceli Esparza
Step into the role of a contract manager to more successfully procure and manage contracts. During this one hour course, discover practical ways to... More...

Customer Service & Adding Value (Room Pueblo A)

10 Jan 18
3:15 PM - 5:00 PM
Speaker(s): Jack Pellegrino
How is Procurement & Contracting viewed in your organization?  Is procurement seen as a an organization or process that internal customers need to ... More...

Government Speak: How to Present like a Professional! (Room Mojave)

10 Jan 18
3:15 PM - 5:00 PM
Speaker(s): Tammy Rimes
Many people fear public speaking. However, whether you realize it or not, every time you open your mouth with anyone around, you are giving a prese... More...

Navigating the Complexities of Software License Agreements (Room Andreas)

10 Jan 18
3:15 PM - 5:00 PM
Speaker(s): Masih Bahadori
As the use of technology has played an increasingly more important role in the public sector, the need to draft, negotiate, and execute software li... More...

Procurement 2. 0 - Transforming Procurement Services at the City of Tucson (Room Pueblo B)

10 Jan 18
3:15 PM - 5:00 PM
Speaker(s): Marcheta Gillespie
Many of our organizations have been "challenged to change" at some point in the past.   But, did we really change?  Or did we make comfortable "adj... More...

Retiree Program - Is Everything Protected? Wills & Trusts (Room Chino A)

10 Jan 18
3:15 PM - 5:00 PM
Speaker(s): Lloyd Copenbarger
Estate planning basics and how to protect assets and estate. More...

What Every Purchasing Professional Needs to Know About Contracts (Room Sierra)

10 Jan 18
3:15 PM - 5:00 PM
Speaker(s): Michael Kolodisner
Is the contract totally enforceable? Are you sure? Does the indemnification provision really protect you? From what? Uniform Commercial Code & cont... More...

You Be the Judge (Room Chino B)

10 Jan 18
3:15 PM - 5:00 PM
Speaker(s): Beth Fleming
In the common law tradition, case law regulates, via precedents, how laws are to be understood, based on how prior cases have been decided.  Case l... More...

Registration Open

11 Jan 18
7:00 AM - 5:00 PM
More...

Construction Contracting - Part 1 (Room Chino B)

11 Jan 18
9:30 AM - 10:30 AM
Speaker(s): Darin Matthews
Brief history of construction contracting in the US, traditional bidding methods, design-build and other alternative approaches (CM/GC, JOC), commo... More...

Consultant Contract Services-Streamlining the Process.  Case Study: Santa Clara Valley Water District (Room Sierra)

11 Jan 18
9:30 AM - 10:30 AM
Speaker(s): Helen Hoang ; Kimberley Linser
We can always do better and reach out further. Come and learn about how the Consultant Contract Services Unit for the Santa Clara Valley Water Dist... More...

Disaster Purchasing: Local Government Life or Death - Part 1 (Room Mojave)

11 Jan 18
9:30 AM - 10:30 AM
Speaker(s): Michael Martinet
When disaster strikes a community, public agencies turn to the Federal government for assistance under FEMA’s Public Assistance program.    FEMA’s ... More...

Negotiation for Public Purchasing Professionals - Part 1 (Room Andreas)

11 Jan 18
9:30 AM - 10:30 AM
Speaker(s): Michael Kolodisner
Approaching negotiation as a process. Preparation as a key factor in successful negotiation. Characteristics of successful negotiators. Reading and... More...

Procurement Ethics (Room Ventura)

11 Jan 18
9:30 AM - 10:30 AM
Speaker(s): Alexandru Roman
This is a highly interactive and thought-provoking session. This is not a "typical" ethics in procurement session. It combines high end philosophic... More...

Purchasing: "Bid Protests, Foul Territory? The Players, The Umpires, The Board...Who Makes the Final Call?" (Room Pueblo A)

11 Jan 18
9:30 AM - 10:30 AM
Speaker(s): Rebecca Abeyta
Bid protests: What are the grounds for a protest? What items are waivable? Do bid packages include bid protest procedures? Can responding vendors p... More...

Retiree Program - CALPERS - Preparing for Retirement - Part 1 (Room Chino A)

11 Jan 18
9:30 AM - 10:30 AM
Speaker(s): Silvia Wilson
Preparing for retirement with CalPERS.It will cover the basics on how your retirement is calculated, how service credit purchases could enhance it,... More...

Construction Contracting - Part 2 (Room Chino B)

11 Jan 18
10:45 AM - 11:45 AM
Speaker(s): Darin Matthews
Tools for effective contract management, reviewing change orders, utilizing design professionals (A/E), partnering with project management, contrac... More...

Disaster Purchasing: Local Government Life or Death - Part 2 (Room Mojave)

11 Jan 18
10:45 AM - 11:45 AM
Speaker(s): Michael Martinet
When disaster strikes a community, public agencies turn to the Federal government for assistance under FEMA’s Public Assistance program.    FEMA’s ... More...

Growing Your Own Professional Procurement Team - Part 1 (Room Sierra)

11 Jan 18
10:45 AM - 11:45 AM
Speaker(s): Michael Derr
In “Monterey County” we’ve developed our very own internal “Contracts/Purchasing Academy”, where we offer an extensiv... More...

Negotiation for Public Purchasing Professionals - Part 2 (Room Andreas)

11 Jan 18
10:45 AM - 11:45 AM
Speaker(s): Michael Kolodisner
Approaching negotiation as a process. Preparation as a key factor in successful negotiation. Characteristics of successful negotiators. Reading and... More...

Procurement Ethics (Room Ventura)

11 Jan 18
10:45 AM - 11:45 AM
Speaker(s): Alexandru Roman
This is a highly interactive and thought-provoking session. This is not a "typical" ethics in procurement session. It combines high end philosophic... More...

Purchasing: "Bid Protests, Foul Territory? The Players, The Umpires, The Board...Who Makes the Final Call?" (Room Pueblo A)

11 Jan 18
10:45 AM - 11:45 AM
Speaker(s): Rebecca Abeyta
Bid protests: What are the grounds for a protest? What items are waivable? Do bid packages include bid protest procedures? Can responding vendors p... More...

Retiree Program - CALPERS - Preparing for Retirement - Part 2 (Room Chino A)

11 Jan 18
10:45 AM - 11:45 AM
Speaker(s): Silvia Wilson
Preparing for retirement with CalPERS.It will cover the basics on how your retirement is calculated, how service credit purchases could enhance it,... More...

Developing Templates for RFQ’s, RFB’s and RFP’s (Room Mojave)

11 Jan 18
1:45 PM - 3:00 PM
Speaker(s): Neil Groom
Attendees will learn how use and customize RFQ/RFB/RFP templates for faster results (including fill- in forms), use Quick Parts/Auto Text to quickl... More...

Disaster Procurement Policy and Procedures (Room Sierra)

11 Jan 18
1:45 PM - 3:00 PM
Speaker(s): Debbie Wellnitz ; Gary Jayne ; Jason Reed ; Tina Yoke
If a disaster occurs, is your agency ready? It is crucial that procurement professionals take the necessary actions during an activated emergency t... More...

Leadership & Team Building (Room Andreas)

11 Jan 18
1:45 PM - 3:00 PM
Speaker(s): Alexandru Roman
This is not a typical procurement presentation. It is a session that looks into the "quality of life on the job", how to improve leadership skills,... More...

Managing Contract Disputes - Part 1 (Room Chino B)

11 Jan 18
1:45 PM - 3:00 PM

Tracks: Workshop

Speaker(s): Darin Matthews
Despite our best efforts in the solicitation process, a successful negotiation, and a well written contract, we still experience disputes... More...

Navigating the Complexities of Software License Agreements (Room Pueblo A)

11 Jan 18
1:45 PM - 3:00 PM
Speaker(s): Masih Bahadori
As the use of technology has played an increasingly more important role in the public sector, the need to draft, negotiate, and execute software li... More...

Retiree Program – Plan Ahead. Everything That You Need to Know to Retire - Retired Public Employees Association (RPEA) (Room Chino A)

11 Jan 18
1:45 PM - 3:00 PM
Speaker(s): Rosemary Knox
Retired Public Employees Association (RPEA) helps to provide the retiree with assistance and guidance after they have left their employment. As you... More...

You Be the Judge (Room Pueblo B)

11 Jan 18
1:45 PM - 3:00 PM
Speaker(s): Beth Fleming
In the common law tradition, case law regulates, via precedents, how laws are to be understood, based on how prior cases have been decided.  Case l... More...

Customer Service & Adding Value (Room Andreas)

11 Jan 18
3:15 PM - 4:30 PM
Speaker(s): Jack Pellegrino
RPEA, has the ability to resolve conflicts and concerns that arise with Cal PERS and other institutions such as Medical providers, etc. Our staff h... More...

Growing Your Own Professional Procurement Team - Part 2 (Room Sierra)

11 Jan 18
3:15 PM - 4:30 PM
Speaker(s): Michael Derr
In “Monterey County” we’ve developed our very own internal “Contracts/Purchasing Academy”, where we offer an extensiv... More...

How to Survive 100+ Bids (Room Pueblo B)

11 Jan 18
3:15 PM - 4:30 PM
Speaker(s): Neil Groom
Attendees will learn how to maximize your results in producing formal bids, create and utilize templates to quickly draft, assemble, up-load solici... More...

Lease Purchase Financing (Room Ventura)

11 Jan 18
3:15 PM - 4:30 PM
Speaker(s): David Gould
Learn the basics and benefits of Municipal Lease Financing. Find out how agencies use Municipal Leases to finance equipment and technology projects... More...

License Agreements – Making Them Work for You and Avoiding Pitfalls (Room Mojave)

11 Jan 18
3:15 PM - 4:30 PM
Speaker(s): Michael Kolodisner
Is a License Agreement a contract? Why it may not be. What are we actually licensing? Are we sure? Minimizing the cost of licenses. Understanding l... More...

Managing Contract Disputes - Part 2 (Room Chino B)

11 Jan 18
3:15 PM - 4:30 PM
Speaker(s): Darin Matthews
Despite our best efforts in the solicitation process, a successful negotiation, and a well written contract, we still experience disputes... More...

Retiree Program – How Does My Social Security Play Out? (Room Chino A)

11 Jan 18
3:15 PM - 4:30 PM
Speaker(s): Claudia Lamp
Securing today and tomorrow - Social Security Information. More...

President's Reception (Foyer Outside California Grand Ballroom)

11 Jan 18
6:00 PM - 7:00 PM
Dress to impress – think Rat Pack era! More...

President's Banquet & Entertainment (California Grand Ballroom)

11 Jan 18
7:00 PM - 11:00 PM
Dress to impress – think Rat Pack era! More...

Lights, Camera…Conspiracy:  An FBI Case History (Room Madera & Pasadena)

12 Jan 18
9:45 AM - 11:45 AM
Speaker(s): Kyle Scheatzle
This presentation provides an in-depth look into a procurement conspiracy that encompassed multiple public officials, six different companies, twen... More...