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Annual Report to the Membership
for the year ending December 31st, 1997*

* (In order to more closely align with the Association's major activities, the Annual Report reporting period has been changed from a July through June time frame to a January through December reporting period. This report therefore reflects the 18 month time period from July 1st 1996 through December 31st 1997. All future Annual Reports will reflect a 12 month January through December time frame. This change has been reviewed and approved by the IPMA Board of Directors.)

Table of Contents

Message From the Chair

Mission Statement

Organization and Membership Description

Board of Directors

Schedule of Events

Committee Reports

Financial Reports

Membership Roster

Corporate Sponsors

Message From the Chair: Al Bloomberg

What is the IPMA?

The IPMA was created out of the need for professional development programs and developed several events that included the monthly meetings and the IPMA Fall Forum. The forum grew and grew. Today we have two major events, the Executive Seminar in September and the Fall Forum in October. The board still meets monthly and we started holding professional development seminars about once a quarter.

In a IPMA board retreat held in mid-February 1997 the Board of Directors examined the purpose and the direction of the IPMA. The board members reiterated that the IPMA is an association of information technology managers that work within state government to accomplish several specific purposes:

• We further the professionalism of the state information technology community.
• We provide networking opportunities for state information technology managers to discuss issues of importance to the information technology community.
• We exist to provide professional development opportunities to state information technology managers.
• We provide forums where other Washington state executives can interact with our community.

This is the same focus the IPMA has held for the last several years. My challenge this past year has been to continue to focus on professional development. In addition to the two major events we needed to have more professional development occurring thought out the year.

IPMA Mission Statement:

The IPMA exists to improve the State information technology environment through:

Organization and Membership Description

The Information Processing Management Associates is organized as a Washington State Corporation. There are no stockholders. Currently there are 11 members of the IPMA Board of Directors. The Board of Directors are elected by the IPMA membership. There are four corporate officers who serve on the Board of Directors; the Board Chair, the Vice-Chair, the Secretary, and the Treasurer. No compensation is paid to any member of the Board of Directors for services as a member of the Board.

Membership in the IPMA is open to all current or retired state employees who are interested in information technology and who support the mission of the organization. Members support the mission of the IPMA by serving on anyone of the five standing committees and participating in activities sponsored by the Association. Membership dues are $15.00 annually. There is only one class of membership.

Board of Directors:

Bob Marlatt, Chair Department of Licensing 753-6926

Alvin Bloomberg, Vice Chair Department of Natural Resources 902-1490

Shelagh Taylor, Secretary Department of Labor and Industries 902-5970

Phil Coates, Treasurer Department of Fish and Wildlife 902-2300

Jim Andersen Office of Financial Management 753-4573

Mary Ellen Bradley Department of Fish and Wildlife 902-2303

Joe Coogan Department of Information Services 902-3462

Phil Grigg Department of General Administration 902-7452

Dennis Laine Department of Employment Security 438-3225

Bob Monn Department of Ecology 407-6585

Darrel Riffe Department of Revenue 753-2509

Alvin Bloomberg, Chair Department of Natural Resources 902-1490

Jim Albert, Vice Chair Office of Attorney General 664-0159

Shelagh Taylor, Secretary Department of Labor and Industries 902-5970

Phil Coates, Treasurer Retired 588-1051

Mary Ellen Bradley Department of Fish and Wildlife 902-2303

Joe Coogan Department of Information Services 902-3462

Phil Grigg Department of General Administration 902-7452

Dennis Laine Department of Employment Security 438-3225

Bob Monn Department of Ecology 407-6585

Darrel Riffe Department of Revenue 753-2509

Judy Schneider Department of Social and Health Services 902-7650

Jim Albert (Chair) Office of Attorney General 664-0159

Alvin Bloomberg Department of Natural Resources 902-1490

Mary Ellen Bradley Department of Fish and Wildlife 902-2303

Thomas Bynum Department of Employment Security 438-4780

Phil Coates, Treasurer Retired 588-1051

Phil Grigg Department of General Administration 902-7452

Dennis Laine Department of Employment Security 438-2257

Bob Monn Department of Ecology 407-6585

Darrel Riffe Department of Revenue 753-2509

Judy Schneider, Vice Chair Department of Social and Health Services 902-7650

Shelagh Taylor, Secretary Department of Labor and Industries 902-5970

Schedule of Events:

Board of Directors Meetings 2nd Thursday of each month

Deadline for Newsletter Articles 3rd Thursday of each month

Executive Seminar September 24, 25, 26

Fall Forum October 21, 22

Project Management Training Seminar October 28, 29

Board Nominations and Elections November

New Board of Directors takes office January 1

Annual Board Member Retreat February 21, 22

Executive Seminar September 24, 25, 26

Fall Forum October 21, 22

IPMA Special Event - Microsoft & IBM present NT November 6

Board Nominations and Elections November

See the IPMA website at: http://www.ipma-wa.com/

Business Planning

Committee Chair: Jim Albert 664-0159

Purpose:

The purpose of the Business Planning Committee is to build and foster the long term business interests of the Association in order to provide the IPMA every possible advantage to pursue its mission.

Accomplishments for 1996-1997:

Merrill Lynch Investment Program

The Business Planning committee began an IPMA investment program in several fund accounts with Merril Lynch that seeks to accomplish the following objectives:

• Preserve the ability to be flexible with assets by investing in a fund that allows for instant liquidity while at the same providing a maximized rate of return.
• Preserve the capital assets of the IPMA by investing in funds that protects assets from inflation with a high guaranteed dividend rate of return.
• Increase the capital assets of the IPMA by investing in funds that show potential for capital growth.

The Business Planning committee has pursued this strategy in order to have the opportunity to potentially enlarge the IPMA's mission and provide a broader range of services in the future as opportunities present themselves.

In addition, the Business Planning Committee has produced the IPMA Annual Budget and the IPMA Annual Report. These financial statements have been switched from a fiscal year reporting method to a calendar year reporting method in order to align with the timing of the major IPMA events and to simplify budgeting and accounting.

Objectives for 1998:

For the next year, Business Planning Committee has the following objectives:

1. Closely monitor and report on the Merril Lynch Investment Program.
2. Pursue other opportunities for providing IPMA sponsored events.
3. Negotiate and manage contracts with private vendors to provide services for IPMA sponsored events.
4. Explore the possibility of supporting capital improvement programs for area institutions of higher education that advance information technology in State Government.

Executive Seminar

Committee Chair: Darrel Riffe 753-2509

The purpose of the Executive Seminar Committee is to provide an annual seminar which facilitates communication, networking and the promotion of information technology ideas amongst senior information systems state government managers.

The 1996 IPMA Executive Seminar was held in Ocean Shores. We were able to secure several interesting speakers. A special presentations by Len McComb, Director of Department of Revenue was a high light of the seminar. Toby Younis was keynote speaker and he addressed "Electronic Commerce: Establishing A Presence On The Web" in his presentation. The Polynesian Inn continued to graciously host this event though it proved to be somewhat crowded. As in years past, the seminar was filled to capacity prior to the close of registration. Participation in this years team-building events was especially excellent.

The 1997 IPMA Executive Seminar was again held in Ocean Shores but this time a welcome change in venue was implemented at The Shilo Resort. The seminar was filled to capacity prior to the close of registration. The following presentations were made:

• Mats Nahlinder from Informix made a presentation on Smart Card technology.
• Alyse Terhune from Gartner Group made a presentation on Electronic Commerce.
• Representative Cathy Wolfe and DIS director Steve Kolodney brought the group up to date with an especially informative presentation on the "Legislative Perspective".
• Mark Shelleck from IBM made a presentation on Network Computing
• Bob McDowell shared special insights to Industry Trends and Microsofts Strategic Initiatives.
• John Magnusson of HP presented on Project Problem Recovery.
• Ken Farmer of Optical Dynamics presented on Internet Servers & Intranet Strategies.

The IPMA will again offer an Executive Seminar in September of 1998 that will build on the messages of managing information technology through the 1990's. We expect the seminar will be as successful and well attended as last years.

Committee Chair: Dennis Laine 438-3225

Forum is an annual information technology seminar and communications trade show sponsored by the IPMA. Held in Olympia in October since 1979, Forum has proven to be an effective opportunity for vendors to demonstrate their products, for speakers to share their expertise and knowledge, and for state employees and others to attend free seminars and product demonstrations. It is important to note that Forum is one of the premiere technology shows in the Pacific Northwest and the largest to focus solely on the Public Sector.

Financially speaking, Forum'96 was the most successful ever. Vendor participation included 13 corporate sponsors and 28 vendors. Attendance was approximately 900 state and local government employees and visitors. Forum 96 offered 2 keynote speakers, 18 breakout sessions, and an executive breakfast for 65 senior information technology managers, agency directors and program managers.

Forum'97 continued the string of successful events. Vendor participation included 13 corporate sponsors and 31 vendors. Attendance was again approximately 900 state and local government employees and visitors. Forum 97 offered 2 keynote speakers, 18 breakout sessions, and an especially well attended executive breakfast for 95 senior information technology managers, agency directors and program managers.

The following objectives have been endorsed for Forum'98:

1. Manage Forum so that it is cost effective, realizes a 10% profit and meets the expectations of attendees and participating vendors;
2. Conduct Forum'98 in the Olympia area utilizing the current two day format plus a third day for the agency executive and members only breakfast seminar;
3. Provide an opportunity for Corporate Sponsors to participate at the 1998 Executive Seminar.
4. Continue to place emphasis on Forum advertising and marketing to ensue all public sector information technology employees in the South Sound area are aware of Forum and what it has to offer.

Communications

Committee Chair: Mary Ellen Bradley 902-2303

Purpose:

The purpose of this committee will be to provide a monthly newsletter which will give members information about upcoming Board meetings, actions taken by the Board of Directors, special events, seminars, other committee events, and other items of interest to members. The committee will also manage and maintain the electronic home page as another means of keeping membership informed on IPMA activities.

This committee is responsible for promoting membership in the IPMA and will maintain the membership roster.

The newsletter provided special articles on topics such as Information Technology in Slovakia, Making Web Pages that are accessible to all, a legislative update on technology issues and profiles of Information Technology Managers and IPMA Board members.

The committee is taking on the task of working with the Forum committee to provide information to the Information Technology community on the Forum activities.

In February of 1996, an Electronic Home Page was developed so that members would have Internet access to IPMA information. We have continued to update and improve the home page.

Objectives for 1998:

1. Provide monthly articles in the newsletter by Board members and the general membership addressing issues of current interest;
2. Continue to provide the minutes of the IPMA Board in the newsletter so that the membership is informed about the direction of the IPMA;
3. Include in the newsletter information about technology meetings and seminars for training opportunities.
4. Continue to improve the home page which provides members with timely information about the IPMA;
5. Provide members with links to other Internet sites of interest.
6. To redefine the role and responsibilities of membership;
7. To provide new opportunities for membership networking;
8. Improve marketing communications around IPMA events;
9. Work on more effective means of communicating with both our members and the vendor community.

Professional Development

Committee Chair:
Bob Monn 407-6585 (1996)
Bob Marlatt (early 1997)
Joe Coogan 902-3462 (late 1997)

The purpose of the Professional Development Committee is to provide educational and networking programs for the membership and the IT community. The Committee will work with IT vendors to provide programs at no cost or minimal cost to the IT community. The Committee also will sponsor selected formal training events to be provided on a fee basis.

The Committee sponsored a two-day Project Estimating training seminar in October attended by 14 individuals from 9 state agencies. The Committee also sponsored a two-day Project Management training seminar in December attended by 14 individuals from 8 state agencies. The seminars were led by instructors from the Center for Project Management, San Ramon, CA. Reactions and comments from attendees of the seminars were very positive but attendance was below expectations.

A new series of bi-monthly events was started in late 1997 in cooperation with IPMA's Corporate Sponsors. Attendance was good and comments from attendees was favorable.

The Professional Development Committee has the following objectives for 1998:

1. To provide educational and networking programs for the IT community including bi-monthly events for the mutual benefit of the membership, corporate sponsors, and others in the IT community.
2. To provide formal training opportunities which address unmet needs of the IT community.

Financial Reports

Account Balance Report as of 12/31/97

INCOME

1996 Executive Seminar 9,480.00

1996 Fall Forum 50,700.00

1997 Executive Seminar 37,457.00

1997 Fall Forum 52,540.00

Admin Income 3,751.05

Communications 1,860.00

Dividend 1,695.81

Investment Interest Inc 112.50

Long Term Cap Gain Dist 1,087.33

Professional Development 13,750.00

Tax-Free Dividend 5.03

EXPENSES

1996 Executive Seminar 20,343.75

1996 Fall Forum 29,606.65

1997 Executive Seminar 27,183.25

1997 Fall Forum 28,516.28

Administration 16,217.43

Communications 9,296.47

Professional Development 10,815.22

1996 - 1997 IPMA Membership Roster

IPMA Member | Organization | Mailing City | Office Phone

Nick Althauser DSHS OLYMPIA 360-902-7708

Bob Althauser Department of Information Services OLYMPIA 902-3034

John Anderson Department of Information Services OLYMPIA 902-3333

Mike Bieker Washington State Lottery OLYMPIA 586-1090

Steven Bilhimer Department of Revenue OLYMPIA 753-2059

Alvin Bloomberg Department of Natural Resources OLYMPIA 902-1490

Rose Bossio Department of Health OLYMPIA 705-6106

Betty Boushey Department of Social and Health Services OLYMPIA 902-7517

Mary Ellen Bradley Department of Fish and Wildlife OLYMPIA 902-2303

David Brauer Department of Social and Health Services OLYMPIA 902-7667

Linda Bremer Department of Personnel OLYMPIA 459-6639

Fay Bronson Department of Services For the Blind TENINO 586-1250

Lance Calisch Department of Information Services OLYMPIA 902-3041

Ron Carignan Department of Information Services OLYMPIA 902-3431

Sue Carlton Department of Information Services OLYMPIA 360-753-2454

Brad Chandler Employment Security Department OLYMPIA 438-4733

Cheryl Chorba Department of Social and Health Services OLYMPIA 753-0103

James Cleghorn INFO. SYSTEMS & STRATEGIES, INC. OLYMPIA 352-1879

Phil Coates (retired) TACOMA 206-588-1051

Debbra Cole Washington State Patrol TUMWATER 586-4665

Joe Coogan Department of Information Services OLYMPIA 902-3462

Sunny Cotey Department of Ecology ALLYN 407-6586

Jim Culp Dept. of Information Services OLYMPIA 902-3570

Mike Curtright Department of Information Services OLYMPIA 902-3289

Don Dahl Department of Retirement Systems OLYMPIA 586-5771

Marcia Davis DSHS - Division of child Support OLYMPIA 586-3069

Ruth Devine Department of General Administration OLYMPIA 902-7456

David Dobson Department of Personnel OLYMPIA 586-1341

Clare Donahue Department of Information Services OLYMPIA 753-5465

Mark Donges Protech, Inc. LACEY 951-3971

Daniel Fannin Communications Technology Center OLYMPIA 664-2482

John Flanagan II Department of Fish and Wildlife OLYMPIA 360-902-2210

Mark Fortier Office of Financial Management OLYMPIA 753-1204

Bradley Francis Employment Security Department OLYMPIA 438-4720

Myrna Frasier Department of Information Services OLYMPIA 902-3256

William Geisler Department of Health OLYMPIA 705-6108

Phil Grigg Department of General Administration OLYMPIA 902-7452

James Gunn Department of Retirement Systems OLYMPIA 753-2530

Sheryl Hall WDFW-MS/IS OLYMPIA 902-2335

Ron Halloway Department of Health OLYMPIA 902-7512

Dewey Harris Office of Financial Management OLYMPIA 664-3350

Allen Jakobitz Emergency Management OLYMPIA 923-4515

Dennis Jones Department of Information Services OLYMPIA 664-8936

Keith Kawamura Department of General Administration TACOMA 902-7472

Robert Kelley Department of Labor and Industries OLYMPIA 902-4223

Marla Kentfield Office of the State Treasurer OLYMPIA 902-8902

Steve Kolodney Department of Information Services OLYMPIA 902-3500

Michael Kretzler Utilities and Transportation Commission OLYMPIA 753-3055

Dennis Laine Employment Security Department OLYMPIA 438-3225

James Lee State Investment Board OLYMPIA 664-8295

Dan Lehuta Medical Assistance Administration OLYMPIA 586-6871

Ray LeVee Department of General Administration OLYMPIA 586-3504

Karen Lichtenstein Department of Social and Health Services OLYMPIA 902-7525

Dan Lipp Board for Industrial Insurance Appeals OLYMPIA 586-6346

Gary Longmire Department of Information Services ALLYN 902-3424

Jenifer Louden Department of Health OLYMPIA 664-9230

Andrew Marcelia Department of Information Services TACOMA 902-3563

Richard Martin Department of Information Services OLYMPIA 360-902-3552

Michael McVicker Department of Information Services OLYMPIA 902-3129

Kay Metsker Department of Information Services OLYMPIA 902-3130

Judy Mohoric Department of General Administration OLYMPIA 664-9036

Bob Monn Department of Ecology OLYMPIA 407-6585

Nick Murphy (Retired) OLYMPIA 902-3443

Fran Muskopf Department of Health OLYMPIA 705-6105

Javad Naini Department of Labor and Industries OLYMPIA 956-5860

Ted Nelson Community Technology Center OLYMPIA 459-1084

Renia Neuhauser Department of Social and Health Services OLYMPIA 753-3988

Jackie Oien Washington State Patrol TUMWATER 705-5182

Ariyo Oyetuga Department of Licensing LACEY 902-3629

Victor Palma, Jr. Department of Labor and Industries OLYMPIA 902-5922

Tom Parma Department of Financial Institutions OLYMPIA 902-8702

Dan Parsons Washington State Patrol OLYMPIA 586-7562

Mike Phillips Smith-McCann OLYMPIA

Jim Plonski Liquor Control Board OLYMPIA 753-6345

Dale Putnam Department of Corrections OLYMPIA 586-6396

Jim Reitz Department of Information Services OLYMPIA 902-3477

Darrel Riffe Department of Revenue OLYMPIA 753-2509

Kathy Rosmond Department of Social and Health Services OLYMPIA 902-3445

Todd Sander Department of Information Services OLYMPIA 902-3572

Judy Schneider Department of Social and Health Services OLYMPIA 902-7650

Michael Scroggins State Board for Comm. Technical Colleges OLYMPIA 586-8771

Mike Seale Community, Trade, & Econ. Development OLYMPIA 586-1398

Karl Seitz Washington State Lottery OLYMPIA 586-6215

Nona Shelly Department of Health OLYMPIA 705-6148

Luther Smith Department of Social and Health Services OLYMPIA 902-7650

Susie Smith State Auditor Office OLYMPIA 360-586-8504

Michael Stack Department of Information Services LACEY 644-8128

Debbie Stewart Department of Ecology OLYMPIA 407-7048

Butch Stussy Office of the Administrator For the Courts OLYMPIA 357-2406

Doug Tanabe Department of Personnel OLYMPIA 459-6639

Shelagh Taylor Department of Labor and Industries OLYMPIA 902-6300

Betty Tenney Communications Technology Center OLYMPIA 664-2483

Roland Tollefson Central Washington University ELLENSBURG 509-963-2934

Jon Torgerson Department of Retirement Systems OLYMPIA 586-5766

James Vane Department of Information Services OLYMPIA 902-3291

Curt Volland Liquor Control Board OLYMPIA 753-9113

Bob Walk Department of Information Services OLYMPIA 902-3189

Anne Wax Department of Social and Health Services LACEY 459-6896

Debra Wilhelmi Committee for Outdoor Recreation OLYMPIA 902-3005

Valerie Williams Department of Information Services OLYMPIA 902-3186

Glenn Wilson Department of Information Services OLYMPIA 902-3290

Jerry Wolfson Department of Information Services OLYMPIA 902-3336

1996 Corporate Sponsors

The IPMA thanks the following Corporate Sponsors for their support of the 1996 Executive Seminar, Fall Forum, and other IPMA events.

1997 Corporate Sponsors

The IPMA thanks the following Corporate Sponsors for their support of the 1997 Executive Seminar, Fall Forum, and other IPMA events.

IPMA, P.O. Box 1943, Olympia, WA 98507-1943