3rd Western Canada Forum INFRASTRUCTURE

Transcription

1 Presented by Insight Information 3rd Western Canada Forum INFRASTRUCTURE MANAGEMENT Developing, Renewing and Sustaining Western Canada s Urban Infrastructure October 30 31, 2008 TELUS Convention Centre Calgary Achieve success promoting a dynamic infrastructure for Western Canada s cities by hearing leading experts discuss hot button topics, including, how to: Reduce the infrastructure gap through optimal asset management life cycle planning, effective cost savings and accounting practices Enhance the types of models and finance structures used for local projects: going beyond conventional and design build to P3 Navigate around the obstacles of tendering and bidding for projects Eliminate project delays and cost overruns through negotiating essential contract risk protection provisions Win at attracting funds for the project and much more Pre-Conference Workshops October 29, 2008 A. Effectively Using IT Software and Systems to Develop and Implement Your Municipality s Integrated Capital Asset Management Program B. Bidding and Tendering for Municipal Projects and Services Contracts Marketing Partners PROGRAM CO-CHAIRS Mike Marasco Chief Executive Officer, Plenary Health Senior Vice President, Plenary Group Manager, Corporate Asset Management Infrastructure Services City of Calgary Keynote Addresses Mayor Donald Atchison City of Saskatoon Todd Latham Publisher, ReNew Canada Tim Hawnt Assistant Deputy Minister Transportation and Civil Engineering Division Alberta Transportation LUNCHEON SPEAKER The Honourable Minister Colin Hansen (Invited) Minister for Economic Development, the Asian Pacific Initiative and the Olympics, Province of British Columbia Enroll Today! Call or fax Register online at

2 Sponsorship Opportunities If you are interested in displaying your company s products or services to high level key decision makers within your target audience, please contact: Daniel Moskowitz ext Daniel.Moskowitz@insightinfo.com Need additional information? Subscribe to. Gain online access to valuable conference papers and reports from any Insight conferences whether it s energy, environment, finance, legal, or any of the other sectors covered at Insight conferences by subscribing today to. Delegates will receive a set of original materials as well as online access to fully searchable conference papers through Insight s that will serve as an invaluable reference source. To find out more, or to receive a free trial subscription, please go to Dear Colleague, We are pleased to invite you to Insight Information s Western Canada Infrastructure Management conference. This two-day program focuses specifically on key infrastructure issues in the western provinces with an expert faculty that will address methods to help you develop strategic plans and manage large-scale projects as well as guiding you on how to find appropriate solutions to financing, management, legal and other infrastructure challenges. The Alberta Budget 2008 unveiled by Ed Stelmach s government proposes to make a multi-billion dollar investment into infrastructure development over the next three years. The Strategic Capital Plan announced last January calls for an increased infrastructure investment in Alberta s highways, railways, hospitals, schools and low-income housing. In , Alberta will spend more than $8.7 billion on capital projects or about $2,460 per person, three times higher than anywhere else in Canada. The federal and provincial governments have significantly increased funding for Canada s cities. The Government of Canada and the City of Calgary just announced that as part of the Asia-Pacific Gateway and Corridor Initiative (APGCI), the federal government will provide Calgary with up to $34.5 million for major road expansions. This project is a priority under the APGCI. The funding comes from the Gateways and Border Crossings Fund under the Building Canada infrastructure plan. Canada s cities now have the resources to invest in large scale projects, previously the domain of the provinces. In light of these opportunities, their infrastructure staff can t afford to miss out on the important issues covered at this event, including latest developments in AFP s, P3 s, bidding strategies and risk allocation negotiation, in order to attract winning projects and manage them cost competitively. Deploying the latest innovative, cutting edge technologies and methodologies to enhance sustainability of tangible capital assets can yield considerable cost savings for municipalities. To make this happen, infrastructure managers must know how to develop and implement a strategic and comprehensive long-term capital assets management program, working in coordination with engineers, private developers, lenders, investors and finance professionals. This will be a key focus area for this program. Effective January 2009, compliance with Public Service Accounting Board PS 3150 will become compulsory. Is your municipality ready? Attend to hear from experts who will discuss implementation issues and strategies. Please join us, your colleagues and expert faculty who will provide you with valuable insights into building strong partnerships and improving the management of large-scale capital projects. We look forward to your attendance and participation in Calgary. Mike Marasco Chief Executive Officer, Plenary Health Senior Vice President, Plenary Group Manager, Corporate Asset Management Infrastructure Services, City of Calgary 2 Who Should Attend Senior Executives, VPs, Managers and In-house Counsel in: - Land Development - Construction - Economic and Property Development - Corporate, Lending and Investment Services - Capital and Special Projects - Asset Management - Engineering Federal, Provincial, Regional and Municipal Government Officials in: - Finance, Business and Legislative Planning Branch - Business Planning - Infrastructure Planning - Transportation Planning - Land Planning - Highway Asset Management - Program Management - Technical Standards Branch Mayors and Councillors Risk Managers Policy Advisors City Managers and General Managers Public Transit Managers Municipal Administrators Project Developers Civil Engineers Consultants Engineering, Environmental, Contracting and Procurement, Water Treatment and Sewage Municipal Lawyers Corporate and Commercial Lawyers Real Estate Lawyers and Developers Industry Associations Industry Suppliers and Contractors

3 PRE-CONFERENCE WORKSHOPS OCTOBER 29, 2008 WORKSHOP A 9:00 A.M. to NOON Effectively Using IT Software and Systems to Develop and Implement Your Municipality s Integrated Capital Asset Management Program Collen Nicholls, Account Executive, Infor Karen Stewart, Industry Manager, Public Works, ESRI Canada David Woodbury, RIVA Online, Manager for Western Region, Manager, Corporate Asset Management, Infrastructure Services, City of Calgary Asset management is a quickly evolving business function within municipal environments. Asset managers are being asked to deliver on solutions regarding PSAB 3150, to undertake rigorous lifecycle cost analysis on their infrastructure and to create more robust and accountable decision-making processes within their organizations. As a result of an explosion of municipal asset management software hitting the market and the lack of a true silver bullet asset management solution, municipalities in Canada are struggling to create a well defined, integrated corporate wide process which can enable this new line of business. Municipalities must integrate a suite of systems in the short term before finding a full enterprise asset management solution. This unique and dynamic pre-conference interactive workshop will provide a forum for asset managers to learn about and share information regarding the various IT products and how businesses can integrate systems to develop a comprehensive asset management plan. You will have a rare opportunity to participate in a round table discussion with leading IT experts from INFOR, RIVA Online, ESRI Canada and benefit from a case study on Calgary s success in integrating these systems. Collen Nicholls is the Account Executive for Infor Global Solutions. Infor provides government management solutions through their enterprise wide management products that integrate throughout the separate agency departments. Colleen manages Infor products throughout the Canada. Karen Stewart has over 25 years experience in the Municipal/Utility Mapping and GIS fields. She currently holds the title of Industry Manager Public Works for the ESRI Canada. In her role at ESRI, Canada, Karen has worked with the public works team to help many cities across Canada review their public works strategy focusing on regulatory compliance, collecting assets, managing assets, optimizing budgeting as well as enhancing capital and operating planning. David Woodbury is VP of Client Services for Riva Modeling Systems, Inc. His daily involvement in the realities of long-range capital planning in world has made him intimately familiar with the requirements of creating a sustainable infrastructure plan. is the Manager of Corporate Asset Management with the City of Calgary. His responsibilities include the implementation of a corporate-wide asset management program and the provision of strategic advice to Calgary s City Council regarding Calgary s infrastructure investment needs 12:00 1:00 Light lunch will be served for delegates attending both workshops WORKSHOP B 1:00 P.M. to 4:00 P.M. Bidding and Tendering for Municipal Projects and Services Contracts Judy Wilson, Partner, Blake, Cassels & Graydon LLP In this workshop blending theory and practice, you will have the rare and exciting opportunity of role playing bidding and tendering practices while being coached by a leading procurement expert helping you to perfect your style. Don t miss out on this fascinating workshop presented by renowned Toronto lawyer Judy Wilson. Using an interactive format, Ms. Wilson will lead you through these essential topics: Latest procurement developments and practical provisions and approaches to improve your documents Effective strategies for dealing with compliance Successfully working with fairness monitors/commissioners Best practices in procurement negotiation Ms. Wilson is a commercial lawyer with over 15 years experience in managing public sector procurement, having advised governments globally on documentation, management and systems issues relating to outsourcing. 3

4 Thursday October 30, :15 9:00 Registration and Continental Breakfast 9:00 9:05 Welcoming Remarks from Insight Information 9:05 9:10 Co-Chair s Opening Remarks Mike Marasco Chief Executive Officer, Plenary Health Senior Vice President, Plenary Group 9:10 9:45 Keynote Address Confronting Political Challenges in Selling Urban Infrastructure Growth Mayor Donald Atchison City of Saskatoon In this dynamic keynote address opening the conference, you will hear from the top elected official of a major Western Canadian city who will share his unique perspective on municipal infrastructure development, renewal and sustainability. How does Saskatoon reconcile the often competing interests of community stakeholders, taxpayers, elected city officials, the private sector and the federal and provincial governments? What lessons can other municipal governments learn from the experience of Saskatoon in making the re-building of their cities infrastructure a top priority? 9:45 10:00 Networking Coffee Break 10:00 11:00 Best Value Delivery of Municipal Services: The Full Range of Delivery Options Jonathan Huggett Principal J.R. Huggett Company The 4C s of best value delivery: challenge, compare, consult, compete Changing the culture by challenging the way we do business 10 options for delivering best value services Choosing the right option Developing performance indicators Comparing performance with other municipalities Best practices in consulting with stakeholders Innovative approaches to competition 11:00 12:00 Are Cities Downloading Excessive Risk and Scaring Off Bidders? Managing Risk Transfer Fairly and Efficiently Alan Humphries Executive Director, Program Management Capital Projects Division Alberta Infrastructure Brian Watkinson Principal, Strategies 4 Impact! Inc. Former Executive Director Ontario Association of Architects A construction contract is the formal mechanism for assigning risk between the owner and the contractor. Too often owners use the same contract without reviewing risk profile. In Alberta s current construction environment, the inappropriate downloading of risk will result in the owner paying a premium and contractors deciding not to bid. Proper procurement planning needs to be undertaken at the initiation of any project to determine the appropriate form of procurement (stipulated price, unit price, design-build, construction management etc.) and allocation of risks. Are municipalities asking for too much from bidders in risk assumption? Assessing typical risk scenarios in municipal service contracts and projects Best practices to fairly and efficiently allocate risk What are the costs associated with risk benchmarks and how can they be effectively controlled? Lessons to be learned from recent Alberta Infrastructure initiatives working in conjunction with the Alberta Construction Association to ensure optimal risk allocation in procurement and project documentation How the Alberta-B.C. Trade, Investment and Labour Mobility Agreement (TILMA) will impact on municipalities commencing April 1, :00 1:00 Networking Luncheon 1:00 1:30 Luncheon Speaker Countdown to 2010: Building a Global Village to Host the World s Biggest Party The Honourable Minister Colin Hansen (Invited) Minister for Economic Development, the Asian Pacific Initiative and the Olympics, Province of British Columbia 1:30 3:00 Managing Bidders Expectations and Achieving Optimal Results in Contract Administration Moderator: Judy Wilson Partner Blake, Cassels & Graydon LLP 4

5 Scott Matheson Director, Business Development Alberta PCL Construction Management Inc. Jim Miller Manager of Infrastructure Delivery City of Calgary As a procurement officer for your municipality, you can t afford to get locked into a long term outsourcing relationship when another supplier can do the project better and cheaper. As the most qualified and lowest bidder for the city contract but without having mastered the do s and don ts of the tendering process, nothing is more frustrating than being beaten out by a compliant bidder. In this critically essential session for procurement professionals, you will learn about recent court cases and best bidding and tendering practices to ensure that the law works for you, not against you. Comparing and contrasting bidding and tendering in private versus public sector projects When is qualification-based selection the way to go? Ensuring that the winning bid is the best one Examining the latest developments and best practices in Request for Qualifications (RFQ) and Requests for Proposals(RFP) Managing taxpayers expectations through creating transparency and fairness review processes Strategic procurement in a hot construction market Case studies of different procurement models used for a contractor s delivery of municipal recreation projects Avoiding scandals and corruption Case studies in outsourcing water, wastewater, sewage and disposal services 3:00 3:15 Networking Refreshment Break 3:15 4:45 Panel Structuring and Effectively Using Public-Private Partnerships for Municipal Projects: Case Studies and Value for Money Analysis Moderator: Laura Safran, Q.C. Partner Fraser Milner Casgrain LLP Christopher Ball Executive Vice President Corpfinance International Limited Jonathan Huggett Principal J.R. Huggett Company Winnie Shi Director Public and Infrastructure Finance KPMG LLP Mike Marasco Chief Executive Officer, Plenary Health Senior Vice President, Plenary Group As municipalities play a larger role than ever before in taking responsibility for large scale projects requiring an investment that traditional ways to raise money can t match, what can they learn from provincial and federal governments success in partnering with the private sector? What opportunities are attractive to private developers and their investors at the municipal level? An overview of P3 models and alternative structures Demonstrating value to taxpayers: comparing the P3 transaction to traditional delivery models through using value for money analysis Developing and implementing a Public Sector Comparator Model Essential considerations in opting for P3 over a traditional delivery model Conducting P3 due diligence Developing and evaluating the results of the business plan and feasibility study Budgeting and costs Risk transfer and allocation models: which one is the optimal model for the project? Managing construction: cost overruns, labour shortages, scheduling delays, taking appropriate security Recent case studies in Western Canada P3 municipal projects 4:45 5:30 Case Study How Civic Buildings Fit in With Edmonton s Infrastructure Growth and Renewal Needs Assessment Rick Daviss Manager, Corporate Properties Asset Management and Public Works Department City of Edmonton Paul Specht Director, Building and Facility Maintenance City of Edmonton How civic buildings are addressed by Edmonton s Infrastructure Growth and Renewal Needs Assessment The challenge of maintaining a current inventory of civic buildings Application of Edmonton s Decision Support System (DSS) in establishing building reinvestment priorities Raising the profile of deferred maintenance issues to access funding opportunities 5:30 Conference Adjourns for the Day Friday October 31, :00 8:25 Continental Breakfast 8:25 8:30 Co-Chair s Opening Remarks Manager, Corporate Asset Management Infrastructure Services, City of Calgary 5

6 8:30 9:00 Keynote Address Infrastructure Renewal in Canada: Politics, Plans and Projects Todd Latham Publisher ReNew Canada The infrastructure gap in Canada has been estimated to be as high as $248 billion so it is little wonder that all levels of government are struggling to pay for and manage existing assets as well as new capital projects in their jurisdictions. This special presentation from the founder of our national infrastructure magazine will provide insights into the trends and developments that public and private interests are facing in Canada today. 9:00 9:45 Economic Outlook for Western Canada: 2009 and Beyond Todd Hirsch Senior Economist ATB Financial An overview on trends in the global economy Canada s economic outlook: what is the prognosis for inflation and unemployment? What are the issues facing the U.S. economy? Will the wind blow north? Alberta s economic outlook - What s next for energy prices? - Can a slowdown be averted, and how? 9:45 10:45 Demystifying Mandatory Public Sector Capital Asset Accounting Rule PS 3150: Mastering Implementation and Management Strategies Bill Cox Partner BDO Dunwoody LLP Allan Gee Project Manager, Tangible Capital Asset Projects City of Calgary An overview of the Canadian Institute of Chartered Accountants Public Sector Accounting Board (PSAB) mandatory capital asset accounting rules (PS 3150) Essential compliance requirements - Financial and business processes - Technology and systems - Timelines Achieving a balance between the benefits to meeting PS 3150 compliance and The City of Calgary s business requirements - Benefits / support for strategy Enhancing accountability and stewardship Alignment between asset management and PS 3150 compliance: making each process work for the other Strengthening internal controls 6 - Business Requirements Administrative efficiency/sustainability Corporate alignment and impact (effect and consequences on the organization) Auditable (complete, accurate, valid and reasonable internal controls) Risk (political, organizational, compliance, project timeline) City of Calgary s choices to meet compliance - Project scope and deliverables City of Calgary s approach to meeting compliance - Senior Management s concerns - Guiding principles Commitment to optimize organizational efforts Managing expectations Other strategic benefits Leveraging and partnering with other municipalities and organizations Challenges and issues - Significant effort and change - Adapting valuation methodologies for the PS 3150 age Keys to successful implementation - Project governance - Planning - Communication and change management - Stakeholder participation - External auditor engagement 10:45 11:00 Networking Coffee Break 11:00 12:30 Panel Closing the Infrastructure Gap: State of the Art Capital Asset Management Strategies for Municipalities Moderator: Gordon Sparks Professor of Civil Engineering, University of Saskatchewan Managing Partner, VEMAX Management Inc. Gerry Davis Capital Planning and Implementation Public Works City of Hamilton Hew McConnell Principal Hew D. McConnell Ltd. Konrad Siu Director, Infrastructure Planning and Funding Strategy City of Edmonton Rob Ulrich Asset Management Coordinator City of Lethbridge Manager, Corporate Asset Management Infrastructure Services, City of Calgary What will it take to reduce the widely reported Canadian infrastructure deficit of 1.23 billion dollars? Too often, wasteful projects are undertaken when a more focused approach carefully pinpointing where spending is needed gets overlooked.

7 In this panel session, you will hear from some of Western Canada s leading infrastructure experts who will discuss funding strategies and cutting edge asset management practices intended to close the gap. Developing an optimized, needs based capital asset management strategy for long-term sustainability in municipal infrastructure Conducting an inventory of infrastructure assets Best practices to maximize efficiency, effectiveness and economy of existing assets Collecting and evaluating key data Overcoming funding obstacles and squeezing every penny of value from each dollar Reducing life cycle costs by an estimated 20-40%: a road map on how to get there Strategies to develop neighbourhood infrastructure and to revitalize the inner city The development and implementation of the Edmonton City Council s Infrastructure Strategy A case study: How the City of Lethbridge addresses the challenges of asset management and implements a long-term sustainability plan Managing change and addressing the big plan for the smaller municipality Going green while achieving cost savings 12:30 1:45 Networking Luncheon 1:45 2:30 Afternoon Keynote Address Alberta Government Initiatives for Funding and Supporting Municipal Infrastructure Projects Tim Hawnt Assistant Deputy Minister Transportation and Civil Engineering Division Alberta Transportation 2:30 2:45 Networking Refreshment Break 2:45 3:45 Responding to Water Supply and Treatment Challenges in South Alberta David Pernitsky Senior Engineer CH2M Hill Inc. In late 2006, the Province of Alberta stopped accepting applications for new allocations of water in the Oldman, Bow and South Saskatchewan river basins in southern Alberta. This license moratorium has had a significant effect on the water supply strategies available to municipal water users, as the existing water licenses held by many communities are not adequate for their projected growth. Municipalities are also facing increasingly stringent treated water quality regulations, including new regulations proposed by Health Canada for disinfection byproducts and corrosion control. This session provides an overview of these issues aimed at municipal decision makers, and discusses how these issues will affect water supply planning and operations. Overview of recent water-related legislation - Water supply legislation and the South Saskatchewan River Basin Management Plan - New and proposed drinking water quality regulations Discussion of the critical challenges facing municipal water providers - Availability of water licenses - Shortage of qualified water plant operators - Increasingly stringent drinking water regulations Responding to the Challenges - Water license transfers and markets - Regional water supply systems - Changes in governance structures - Upgrading aging water infrastructure to meet current regulations 3:45 4:45 Leveraging IT for Success in Asset Management and Accounting David Woodbury RIVA Online Manager for Western Region Manager Corporate Asset Management Infrastructure Services City of Calgary Planning to avoid data isolation and information silos Blueprinting data requirements for advanced asset management Matching advanced asset management data requirements to software Methodologies for developing a municipality s enterprise architecture and integrating - Asset registry (data warehouse) - Operational asset management system(s) - Strategic asset management system(s) - Financial management system - Geographic Information System (GIS) Knowing who to partner with and how to select consultants Building enterprise inventories from disparate data sources and systems Using Computerized Maintenance Management Software (CMMS) to automate operational management and maintenance processes A case study of how Calgary applies different systems for specific asset classes and benchmarking metrics Assessing short-term versus long-term strategies Matching the right capital planning system software to the project Best practices in IT management for PS 3150 compliance 4:45 Co-Chairs Concluding Remarks and Conference Concludes 7

8 Presented by Insight Information 3rd Western Canada Forum INFRASTRUCTURE MANAGEMENT Developing, Renewing and Sustaining Western Canada s Urban Infrastructure Five easy ways to register Call Fax Internet: order@insightinfo.com Mail: Insight Information, 214 King Street West, Suite 300, Toronto, Ontario M5H 3S6 October 30 31, 2008 TELUS Convention Centre Calgary Half Day Workshop October 29, 2008 [ ] Yes! Please register the following delegate(s) (photocopy for additional delegates) Priority Code: 8304-PDF Mr. [ ] Ms. [ ] Name Title: Area of practice: Conference Code: CNC08304 Company: Business Address: Hotel Reservations: The TELUS Convention Centre is conveniently located at 120-9th Avenue S.E., Calgary, AB. Tel: (403) For overnight accommodation please contact the Marriott Hotel at (403) , or fax (403) Please note, a block of rooms has not been held for this event. Delegates are advised to contact the hotel directly to secure overnight accommodation. City: Province: Postal Code: Telephone: [ ] Fax: [ ] Cancellation and Refund Policy: Refunds will be given for cancellations received in writing by October 9, 2008 subject to an administration fee of $ plus $10.00 GST for a total of $ If your fees have not been paid and you are cancelling, you are still liable for the cancellation fees of $ plus $10.00 GST for a total of $ Please note that if you register for the conference and do not attend, you are liable for the full registration fee unless you cancel within the period stated above. If you register afteroctober 9, 2008, your order is firm. A refund will not be given; however a delegate substitution is welcome at any time. Special Offer: Send 4 people for the price of 3! Register 3 delegates for the main conference at regular price at the same time and you re entitled to register a fourth person from your organization at no charge. To take advantage of this special offer, payment for all delegates must be made with one cheque or credit card charge. Insight Reward Program: Attend multiple Insight conferences in 2008 and/or register during 2008 and save! Attend and/or register for a 2nd conference in the calendar year (January to December) and receive a 25% discount and attend and/or register for a 3rd conference and receive a 50% discount. Buy more and save! Privacy Policy: You may receive by mail, telephone, facsimile or information regarding products and services from either Insight Information or third parties with whom we partner. If you do not wish to receive such information from either Insight Information or third parties, please inform us by at privacy@insightinfo.com or by telephone at Type of Business: Registrant s Signature Required: Signature #of Employees: date Registration Fee: (Includes meals, documentation and, fully searchable online access to this conference s papers*) Please check your choice: Special for Public Sector, First Nations and Not-for-Profit: [ ] After July 4th, 2008 $1, GST ($84.75) = $1, [ ] Regular Conference Price: $1, GST ($94.75) = $1, [ ] Half Day Workshop October 29, 2008 $ GST ($30.00) = $ [ ] I would like to order an extra copy of the conference binder (1 conference binder is included in the registration fee) $ % GST [ ] Payment enclosed. [ ] Payment to follow. (GST Reg. # RT0001) [ ] Charge to my [ ] VISA [ ] AMEX [ ] MasterCard Card Number: Exp. Date: Card Holder s Name: Signature: date: * Please allow 4-6 weeks after conference for activation of login and password. Please Note: Full payment is required in advance of conference dates. Please make all cheques payable to Insight Information. If payment is made by credit card, your credit card statement will quote ALM Events Canada, Inc. as the vendor. INSIGHT reserves the right to change program date, meeting place or content without further notice and assumes no liability for these changes Insight Information