The New Zealand Infrastructure Contracting Summit 2015 Unlocking Collaboration Between Principal and Contracting Organisations in the Infrastructure Field to Advance Contract Outcomes and Refine Project Delivery Liquid Learning is delighted to present The New Zealand Infrastructure Contracting Summit 2015, a key platform for Executives, Directors and Managers in client and contracting organisations to participate in knowledge sharing and dynamic discussion of strategies for successful, profitable and long-term business relationships. FEATURED SPEAKERS David Adamson Director Council Facilities and Infrastructure Rebuild Christchurch City Council Ian Campbell Executive General Manager Stronger Christchurch Infrastructure Rebuild Team (SCIRT) Jim Harland Regional Director Southern NZ Transport Agency Stuart Tucker General Manager, Civil Infrastructure / New Zealand Beca Mike Howat Executive Manager, Major Projects Fulton Hogan Greg Wilson Deputy Director, Christchurch Central Project Delivery - CCDU Canterbury Earthquake Recovery Authority (CERA) Mark McKenzie SCIRT Manager City Care Grant Hodges Partner and Head of Infrastructure Ernst & Young Johnny McFarlane Project Director, Project Management NZ Beca Garth Gallaway Partner Chapman Tripp Brian Sharman Technical Director, Water and Infrastructure Services AECOM Andrew McKenzie Christchurch Director Arrow International Limited Michael Bassett-Foss Project Director, Wairarapa Water Project Greater Wellington Regional Council Nick Meeten Buildings, Water and Sustainability Consultant Smart Alliances Dr Ian Greenwood Infrastructure Asset Management Consultant Ian D Greenwood Jennie Vickers Director, Australia and New Zealand The International Association for Contract and Commercial Management (IACCM) Sarah Irwin Infrastructure Strategy Consultant GHD Summit 21 & 22 July 2015 Post-Summit Workshop 23 July 2015 Rydges Christchurch EXPLORE Methods for successful communication in partnerships and alliances Tools for finding the right contractor / client fit Innovative asset management and procurement techniques Strategies for effective contract management and project delivery EARLY BIRD DISCOUNTS Book & Pay by 30 April 2015 to receive an additional Value Plus Discount! Phone: +64 9 927 1500 Fax: +64 9 927 1525 www.liquidlearning.co.nz Booking Code - I Practical Strategies For Creating Mutually Beneficial Project Outcomes Day One 21 July 2015 8.30 - 8.55 Registration and Morning Coffee 8.55 - 9.00 Official Welcome and Opening Remarks from the Chair 9.00 - 9.45 has been contingent on this constructive collaboration. Ian will discuss which conflict management approaches and relationship building techniques saw SCIRT successfully bring such different organisations together. Explore: • How partnerships and alliances can reach a shared vision for a project • Navigating toward a middle ground between a client’s objectives, stakeholder needs, design requirements and contractor’s resources and constructability recommendations • The importance of clear communication OPENING KEYNOTE CASE STUDY Successful strategies for contract management In a country so prosperous in its infrastructure projects, meticulous contracts are vital to ensuring both clients and contractors uphold their responsibilities and meet objectives. While different contract types are preferred by every organisation, the most successful contracting arrangements minimise any opportunity for interpretation, but must also meet the clients’ needs. At the forefront of the Christchurch rebuild, David has ensured rebuild programmes, SCIRT projects, and horizontal infrastructure are delivered in accordance with their contracts. Knowing the importance of a contract model to a project’s efficiency and the future relationship between principal and contractor, David will discuss: • Selecting the best procurement and contract model - alliancing, collaborative, or a best practice contract model • Strategic sourcing and understanding the contract market • Case Study: Procuring and contracting Christchurch rebuild programme/projects Ian Campbell Executive General Manager Stronger Christchurch Infrastructure Rebuild Team (SCIRT) 12.00 - 12.15 Questions and Discussion 12.15 - 1.15 Networking Lunch 1.15 - 2.15 9.45 - 10.00 Questions and Discussion 10.00 - 10.45 CASE STUDY Emerging integrated asset management Stuart Tucker General Manager, Civil Infrastructure / New Zealand Beca Jim Harland Regional Director Southern NZ Transport Agency Michael Bassett-Foss Project Director, Wairarapa Water Project Greater Wellington Regional Council Grant Hodges Partner and Head of Infrastructure Ernst & Young 2.15 - 3.00 EXPERT COMMENTARY Keeping everyone on the same page Keeping clients and contractors on the same page is difficult, particularly when the organisations are from polaropposite industries. Ensuring all parties progress in the same direction and toward the same goal comes down to upfront, consistent engagement and effective communication. The often turbulent dynamic between principal and contracting organisations has been largely attributed to gaps in communication, and having worked in the infrastructure field for more than 30 years, Nick will discuss practical communication tools for overcoming these significant engagement barriers. Explore: • Bringing waste water, buildings and councils together • Communicating shared expectation, performance and vision • Understanding your development partner’s drivers and establishing a joint attitude Brian Sharman Technical Director, Water and Infrastructure Services AECOM 10.45 - 11.00 Questions and Discussion 11.00 - 11.15 Morning Tea 11.15 - 12.00 CASE STUDY Intentional collaboration As the General Manager of SCIRT, Ian is the middle-man between a number of government agencies, contractors and consultants, ensuring they operate seamlessly together to rebuild horizontal infrastructure damaged by earthquakes. Competing priorities and interests, pressing deadlines and multiple funders and stakeholders can make it challenging to agree and pursue common objectives. It is essential that any tensions or rivalries are eased before a project is compromised, and the large-scale rebuild in Christchurch Developing a trusting relationship with clients and contractors Trust is the foundation for any successful relationship – including professional partnerships. It is important for any contracting organisation to understand how to put the client at ease and convey their reliability and trustworthiness. Likewise, principal organisations are increasingly losing faith in contract partners and require effective methods for finding the right organisational fit. The panel will discuss practical techniques for identifying reliable contractors and consultants, as well as methods for establishing credible, long-term relationships with clients. Explore: • The importance of trust to a partnership or alliance • Successful relationship-building skills • Comprehending the contract market and finding the right contract partner David Adamson Director Council Facilities and Infrastructure Rebuild Christchurch City Council When a project reaches its commissioning phase it is too late to start thinking about how the asset created will be operated, maintained and renewed, while simultaneously delivering against the clients’ and stakeholders’ expectations of levels of service, risk and ongoing affordability. The application of industry-leading asset management frameworks, including ISO 55000 standards, are designed to ensure that the right project is delivered at the right time, with the right equilibrium between whole-of-life cost, versus levels of service versus risk. In this session, Brian will discuss the latest approaches to integrated asset management. Explore: • Reduced capital and operational costs • Higher levels of service and customer satisfaction • Best use of limited economic and human resources and affordable services INTERACTIVE PANEL DISCUSSION Nick Meeten Buildings, Water and Sustainability Consultant Smart Alliances 3.00 - 3.15 Questions and Discussion PLUS WORKSHOP! EARLY BIRD DISCOUNT Plus One Separately Bookable Full-Day Workshop on 23 July 2015 Receive up to $150 off registration if you register and pay by 12 June 2015 3.15 - 3.30 3.30 - 4.15 Afternoon Tea Day Two 22 July 2015 CASE STUDY Effective and successful partnerships between clients and construction contractors Both sides to a construction contract will often enter into negotiations or a contract with the clear intent of working in partnership. However, often the outcomes fall short of a true partnership, with one or both parties disappointed by the end result. When a partnership in construction is achieved successfully, the outcome is something all parties in the project are truly satisfied with. Having worked on projects from both a client and a contractor perspective throughout his long career in infrastructure, Andrew has experienced both successful and unsuccessful partnering from both sides. He will use his experience to discuss: • Examples of successful partnerships and what made them work • Understanding your partner’s perspective and handling complications • Constructive dialogue when there are issues to be addressed Andrew McKenzie Christchurch Director Arrow International Limited 4.15 - 4.30 Questions and Discussion 4.30 - 5.00 EXPERT COMMENTARY Relational contracting in strategic procurement The impact of relationships on strategic procurement is the focus of governmental contracting initiatives across the world, to leverage the correlation shown in research and evidence between good relationships and even better contract outcomes. Understanding how to identify and determine the impacts of contract relationships on projects is a beneficial skill for effective procurement. Jennie will share the results of IACCM’s research around relational contracting, and offer practical advice from her own and IACCM’s experience with this approach. Discuss: • Implementing procurement policy • Cultivating successful relationships to support procurement • Smart procurement Jennie Vickers Director, Australia and New Zealand The International Association for Contract and Commercial Management (IACCM) 5.00 - 5.15 Questions and Discussion 5.15 Concluding Remarks from the Chair 8.30 - 8.55 Morning Coffee 8.55 - 9.00 Opening Remarks from the Chair 9.00 - 9.45 OPENING CASE STUDY Managing professional relationships through uncertainty As part of an alliance it is imperative all parties uphold their end of the contract and deliver what was agreed upon, on time, and within budget. After the Christchurch earthquake of 2011 an alliance formed to rebuild Canterbury from below ground, up. City Care became one of a number of organisations to comprise the Stronger Christchurch Infrastructure Rebuild Team (SCIRT), and Mark was tasked with managing professional relationships and contracts in some uncertain times. Establishing these networks in the period of industry distrust following the disaster was difficult, and Mark will look at the SCIRT alliance to discuss key learnings for both contractors and clients. Explore: • Resource coordination • Managing through chaos • The power of alliancing and the value proposition Mark McKenzie SCIRT Manager City Care 9.45 - 10.00 Questions and Discussion 10.00 - 10.45 CASE STUDY Project delivery and engagement in challenging circumstances The Canterbury Earthquake Recovery Authority (CERA) was established to lead the recovery following the Christchurch earthquakes. Its Christchurch Central Development Unit (CCDU) was launched in 2012 to develop and implement a design plan for the CBD, with 70 per cent of buildings demolished and widespread loss of infrastructure. To develop a new CBD identity the Blueprint Plan was launched, with Greg leading the team tasked with coordinating land acquisitions, working alongside land and property owners and overseeing the scheduling of new Anchor Projects. Drawing on this process, Greg will discuss: • Earthquake recovery and the thinking behind the central city Blueprint Plan • Land acquisition – how has it worked? • Communication and negotiation methods and lessons, and managing needs and expectations Greg Wilson Deputy Director, Christchurch Central Project Delivery - CCDU Canterbury Earthquake Recovery Authority (CERA) NETWORKING RECEPTION 5.15 - 6.15 Make the most of your Liquid Learning experience, join us to network over complimentary canapés and drinks 10.45 - 11.00 Questions and Discussion 11.00 - 11.15 Morning Tea 11.15 - 12.00 CASE STUDY Get everyone inside the tent and avoid the storm The face of delivery models in infrastructure continues to change as the market gets specific about its business outcomes. Trends ranging from early contractor involvement at the front end, through to operations at the back end, require a greater understanding of the business objectives and what is driving the procurement approach. Johnny will discuss the power of communicating clear objectives to the whole project team - at every level - to deliver complex and high-risk projects as smoothly as possible. Explore: SUPER SAVER DISCOUNT VALUE PLUS DISCOUNT Receive up to $300 off registration if you register and pay by 22 May 2015 Receive up to $400 off registration if you register and pay by 30 April 2015 Essential Knowledge For Building Strong Business Relationships • Thorough, early communication with all parties and a true understanding of the client’s objectives • Why contractor models like early contractor involvement do not work without good design management • The significance of engaging the often forgotten sub- contractors and suppliers Management Consultant and with an extensive background in the field, Ian will discuss: • The future direction of infrastructure and contracting • Key take-away points from the Summit • Discussion: What industry professionals would like to see happen in New Zealand/Australian infrastructure Johnny McFarlane Project Director, Project Management NZ Beca Dr Ian Greenwood Infrastructure Asset Management Consultant Ian D Greenwood 12.00 - 12.15 Questions and Discussion Concluding Remarks from the Chair and Summit Close 4.30 12.15 - 1.15 Networking Lunch 1.15 - 2.00 EXPERT COMMENTARY Understanding work health safety changes Having represented the Mines Rescue Service at the Royal Commission into the Pike River tragedy of 2010, and acted for employers in hundreds of serious harm accidents, Garth is ideally placed to discuss the changes to safety legislation and how it will impact on the industry. Recent Health and safety changes to legislation addressed inadequate regulations and poor inspection regimes, thus impacting significantly on clients and presenting them with a host of challenges to overcome and higher expectations to meet. Providing practical methods to interpreting the new laws, Garth will discuss: • A practical understanding of an organisation’s obligations • New influences on contracts and compliance and what this means for client/contractor relationships • Recent case law and understanding the application of the law to your organisation Garth Gallaway Partner Chapman Tripp 2.00 - 2.15 Questions and Discussion 2.15 - 3.00 CASE STUDY Lessons to be learned from alliances A number of major capital projects are being brought to fruition by alliance groups across New Zealand. Throughout 12 years in alliance contracts, Mike has been involved in numerous alliances of different natures and has taken away valuable lessons from each. You learn something new from working in any alliance group - from competitive alliances, to pure, client-contractor alliances, design and construct or hybrid alliances such as SCIRT - and Mike will discuss techniques, strategies, and approaches which have worked, and those that fell short. Explore: • Case studies: The Causeway alliance, New Market Viaduct Replacement, Te Rapa Bypass, SCIRT, and the Northern Gateway alliance • Working effectively with all parties to meet objectives • Managing competing perspectives for the good of the whole Mike Howat Executive Manager, Major Projects Fulton Hogan 3.00 - 3.15 Questions and Discussion 3.15 - 3.30 Afternoon Tea 3.30 - 4.30 INTERACTIVE CLOSING ROUNDTABLE Where the industry has been and where to next The knowledge and skills acquired from years in the infrastructure field, delivering projects of varying magnitudes and with new clients and contractors, must not be undervalued. Managers and Executives in any principal, contracting or consulting organisation recognise that increased efficiency, profitability, strength of business relationships and industry recognition stems from their team’s ability to overcome challenges and deliver complex projects according to contract. As an Infrastructure Asset Phone: +64 9 927 1500 Fax: +64 9 927 1525 www.liquidlearning.co.nz ABOUT THE EVENT Organisations in the infrastructure field often face challenges when it comes to the negotiation, implementation and management of contracts. Meeting contract objectives, on time and according to budget can be compromised if clients, contractors and consultants do not collaborate to overcome difficult situations. The New Zealand Infrastructure Contracting Summit 2015 will serve as an open Summit for delivering successful case studies of contracting arrangements, and as a platform for discussion of key topics and challenges impacting on the client / contractor relationship. The Summit will equip participants with innovative ideas on how to enhance their organisations’ contracting and outsourced activities, with senior and executive leaders at the forefront of infrastructure works presenting on developments across New Zealand. Contractors will gain insight into how other organisations are successfully maintaining business relationships with government bodies and how they can improve their client engagement, satisfy project requirements and instill a sense of trust and reliability in the client. Governments rely heavily on these contractors and consultants to develop significant projects and must carefully analyse the contractor market to source the most appropriate partner. At this Summit, clients will have access to successful approaches to finding the right contractor fit and strategies for achieving optimal performance, value for money and strong relationships. This Summit is a unique opportunity to share experiences with likeminded individuals and discuss with counterparts in other organisations successful contract arrangements that have led to profitability and success. Follow this event on Twitter using the event hashtag #NICS15 and @LiquidLearning for daily industry updates! WHO WILL ATTEND Directors/Managers/Advisors from sectors including central and local government, engineering, construction, manufacturing, utilities, telecommunications, transport and energy and resources in: • Maintenance/Facilities Management • Asset Services/Management • Infrastructure Management • Major Projects • Engineering • Stakeholder/Contractor Management • Commercial and Business Development Management Workshop 23 July 2015 9.00 - 4.30 Improving Asset Information Management Processes Organisations require efficient and precise information systems to manage their assets in a cost effective manner and to meet agreed levels of service. However, the level of detail required and the methods of data collection and recording are imperative to be able to monitor asset performance. Implementing the right support software and technology facilitates informed business decisions and long-term organisational benefits and are vital for organisations to keep on top of the large volume of information an asset will generate over its lifetime. Managing risk, prioritising investment and maintaining reliable and comprehensive data is an imperative part of the day-to-day tasks required to maintain a successful project. Innovative asset management models are being sought to address inefficiency and enable comprehensive data management. This workshop will look at the Asset Information Systems and processes required and how they fit into the wider asset management system and strategy. It will also look at the direction asset management is taking and explore how organisations can receive the best possible return on the assets they invested ample time and resources in. Explore: Benefits of Asset Management: • Embedding a new asset information strategy into your organisation • Effective Information Management Systems for successful projects • Condition assessment and analysis of data • Strategies for adding value to your organisation and utilise the capacity of an effective asset information system • The importance of risk assessment procedures - Balancing organisational need with organisational gain The Role of Asset Information in the Management of Assets: • Where information systems fit in the asset management framework • Applying whole-of-life management strategies • Methods to increase return on investment • Extending the life of your asset through active maintenance plans Acquiring Value from your Existing System to Maximise Asset Information Management: • Quantifying the value of an asset management system • Identifying the benefits of centralising information to align projects and long-term goals with the organisation • Analysing current report data to improve asset maintenance schedules Talking Strategy: • Complex review of system requirements to establish applicability to your organisation • Acquiring conviction of investment to achieve senior leadership buy-in • Aligning information management systems to the strategic future of the business Steps Toward Long-Term Asset Success: • Future trends and advancements in technology • Emerging software applications and cost efficiency • The systems and processes reshaping asset information management as we know it Expert Facilitator: Sarah Irwin Infrastructure Strategy Consultant GHD Sarah has over 20 years’ experience in the asset management sector. Her early career was with Wellington City Council working with Parks and Facilities Asset Management Plans and information systems. As Manager, Asset Information she was responsible for implementing the enterprise Asset Management System, GIS and Land Information Systems across Council. Sarah has had specific experience in scoping and sourcing asset management Information Systems, establishing the metadata requirements for effective and practical operations and working with the business end users creating the links between the finance, systems and business facets of asset management. As a consultant, Sarah has been involved in asset management system scoping, selection, setup and operation as well as developing of asset management policies, strategies and plans. She has worked with local authority, central government and private clients assisting with a wide variety of asset management initiatives. Sarah has extensive speaking and facilitation skills running workshops and presenting at numerous conferences on asset and facility management. ALSO AVAILABLE Women in Finance and Accounting Leadership Summit 2015 12, 13 & 14 May 2015 Stamford Auckland ! To request an electronic version for easy circulation, email [email protected] The Safety Leadership and Engagement Conference 2015 17, 18 & 19 June 2015 Stamford Auckland Integrated Talent Management Masterclass 2015 5 & 6 August 2015 Wellington SPONSOR TODAY! Limited sponsorship and exhibition opportunities available. For your chance to brand yourself as a market leader, please call: +64 9 927 1500 or email: [email protected] Booking Form Rydges Christchurch 30 Latimer Square, Christchurch Central, Christchurch 8011 Ph: +64 3 379 6760 The New Zealand Infrastructure Contracting Summit 2015 21, 22 & 23 July 2015 VALUE PLUS DISCOUNT SUPER SAVER DISCOUNT EARLY BIRD DISCOUNT Receive up to $400 off registration if you register and pay by 30 April 2015 1 Receive up to $300 off registration if you register and pay by 22 May 2015 Receive up to $150 off registration if you register and pay by 12 June 2015 Organisation Name Registration Information Address Suburb Title Full Name or TBA Title Position State Full Name or TBA Title Position Phone Fax Fax Phone Email c Summit c Workshop Full Name or TBA Position Phone Email Fax Email c Summit c Workshop c Summit c Workshop * Please photocopy this form if more than three will attend 2 Please confirm my registration for The New Zealand Infrastructure Contracting Summit 2015 c Your Investment No. # Standard Rate Early Bird Rate* Super Saver Rate** Value Plus Rate*** Summit + 1 Full-Day Workshop (3 days) Options (per person) $3295 + GST = ($3789.25) $3145 + GST = ($3616.75) $2995 + GST = ($3444.25) $2895 + GST = ($3329.25) Summit Only (2 days) $2295 + GST = ($2639.25) $2145 + GST = ($2466.75) $2095 + GST = ($2409.25) $1995 + GST = ($2294.25) 1 Full-Day Workshop (1 day) $1295 + GST = ($1489.25) $1195 + GST = ($1374.75) N/A N/A Group Discounts Available: * Receive up to $150 off registration if you register and pay by 12 June 2015 ** Receive up to $300 off registration if you register and pay by 22 May 2015 *** Receive up to $400 off registration if you register and pay by 30 April 2015 3 – 4 people: 10% off Standard Rate 5 – 7 people: 15% off Standard Rate 8 + people: 20% off Standard Rate Local Councils, Industry Associations & Community groups^ No. # Standard Rate Early Bird Rate* Super Saver Rate** Value Plus Rate*** Summit + 1 Full-Day Workshop (3 days) Options (per person) $2995 + GST = ($3444.25) $2845 + GST = ($3271.75) $2695 + GST = ($3099.25) $2595 + GST = ($2984.25) Summit Only (2 days) $2095 + GST = ($2409.25) $1945 + GST = ($2236.75) $1895 + GST = ($2179.25) $1795 + GST = ($2064.25) 1 Full-Day Workshop (1 day) $1095 + GST = ($1259.25) $995 + GST = ($1144.25) N/A N/A Conditions: Group Discounts apply for bookings made simultaneously. 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