2013 OPBA CONFERENCE · 2015-06-25 · Oshawa Site Municipality ... First Time Attendees to the...

2013 OPBA CONFERENCE Presented by

DURHAM PURCHASING CO-OPERATIVE

City of Pickering City of Oshawa Durham District

School Board Durham Non-Profit

Housing Durham College

and University of Ontario Institute of Technology

Lakeridge Health Corporation – Oshawa Site

Municipality of Clarington

Municipal Property Assessment Corporation

Region of Durham Town of Ajax Town of Whitby Township of

Scugog Township of Brock Township of

Uxbridge

Welcome ! The Durham Purchasing Co-operative Group (DPCG) welcomes you to the 55th Annual OPBA Conference in prosperous Ajax, Ontario. The DPCG is comprised of 14 agencies located within the Regional Municipality of Durham near the shores of Lake Ontario. The DPCG represents a variety of publicly funded organizations ranging from local municipalities, non-profit housing, property assessment, educational institutions, and health care. The area has grown in its agriculture, industry, technology, energy and business. For example, Colonel Robert Samuel McLaughlin started the first major automobile manufacturers in Canada which evolved into General Motors of Canada. Pickering and Darlington generating stations are Canadian nuclear power stations located on the north shores of Lake Ontario. One of the first challenges in organizing a conference is to come up with a theme. Given the history and success of such diversification in the region, the dedication of the DPCG, the enthusiasm of the conference committee and the ever-changing challenges of public purchasing, the conference theme became “Power Driven Procurement”. As public purchasers we often need to find: energy to meet the next challenge; light to shine on a problem to find a solution; and drive to move forward in a positive direction for our organizations and our profession. We have arranged a variety of dynamic Speakers and Courses - just for you! We look forward to seeing you in September!

55th OPBA Conference September 25 – 27, 2013

Tuesday, September 24, 2013

Registration Desk: 7:30 a.m.—10:00 a.m.

8:00 a.m.—5:00 p.m. NIGP Seminar—Strategic Procurement Planning- See insert

12:00 p.m. sharp 5th Annual OPBA Caveat Emptor Cup Challenge - See insert

Wednesday, September 25, 2013 Registration Desk: 8:00 a.m. — 5:00 p.m.


8:00 a.m.—5:00 p.m. NIGP Seminar— CPPB Prep Course — See insert

9:00 a.m.—4:00 p.m. OPBA Principles Seminar—Competitive Bidding - See insert

11:45 a.m.—12:00 p.m. Opening Ceremonies

12:00 p.m.—1:00 p.m. Lunch

1:00 p.m.—2:15 p.m. It’s NOT about the Medal Keynote Speaker: Sammi Jo Small The biggest difference between myself and other Olympians is the whole idea of being placed in situations that were not the way I had envisioned living my Olympic dream. Not playing in the final game in Salt Lake and then not receiving a medal in Torino forced me to focus on “ACCOMPLISHMENT OF THE TEAM” above my own feelings of failure. I think my motto has grown to become "In life, you don’t always get to choose the role you play, but you do get to choose how you play it." Sami Jo Small's message is about incredible success and facing one’s feelings about failure. Showing us that a "team" needs all of its members, regardless of their role, if they are to succeed and that we can all try to do better than yesterday, try to push our own personal limits and try to play the roles that are given to us to the best of our abilities.

City of Pickering City of Oshawa Durham District School Board


Wednesday, September 25, 2013 continued

2:15 p.m. — 2:30 p.m. Break

2:30 p.m. — 4:30 p.m.

Legal Update and Best Practices in Public Procurement Join procurement law expert Maureen Sullivan of NECI for this inter-active and action-packed session, which will provide an overview of some of the most critical recent legal and practical developments in the area of public sector procurement and contract management. Presenter: Maureen Sullivan, A, LL.B.

Evaluation Strategies & Methods Topics covered in this workshop include: Policy framework applicable in public procurement, goals and objectives of evaluation, developing role profiles for evaluators, process design and control, mandatory vs. scoring criteria, matrix design, hazards and tips for success. Presenter: Marlene Knight

5:15 p.m.—6:15 p.m. First Time Attendees to the Conference Meet and Greet First Time Attendees to the Conference are invited to the Hospitality Room to meet with the Conference Committee members and OPBA Board of Director members.

6:15 p.m.—9:30 p.m. Dinner and Greet Night Come and join us as you mix and mingle with your colleagues and participate in the game show: “Damn—I wish I had known that”. Teams of participants from around the province of Ontario will compete against each other for a coveted prize! The evening will be filled with rousing interactive and thought-provoking activities. The event will be held in the Ajax Convention Centre in the Bayly / Kingston Room.

Durham College and University of Ontario Institute of

Technology

Durham Non-Profit Housing Municipality of Clarington


Thursday, September 26, 2013 Registration Desk: 8:00 a.m.—5:00 p.m.


8:00 a.m.—5:00 p.m. NIGP Seminar— CPPB Prep Course — See insert

9:00 a.m.—4:00 p.m. OPBA Principles Seminar—Risk Management - See insert

7:30 a.m.—9:00 a.m. Breakfast

9:00 a.m.—10:15 a.m. Canadian Construction Association: Roadmap to Canadian Standard Construction Documents What is the difference and relationship between industry standard CCDC, ACEC, CCA, and RAIC documents? What are the benefits and considerations in using standard contract forms? Review and learn to familiar yourself with these various standard documents that are developed for your use. CCDC contracts will be explained in detail to ensure users know how to choose the right form. Presenters: Eric Lee, Geza Benfai, Mark Mulholland, Brian Aitken

Team Dynamics A Team dynamics, what motivates you and how your motivations interact with others. Who Should Attend Individuals who wish to understand how their core motivations impact their behaviour and interactions with others Aims To improve interpersonal outcomes To give the team a framework with which to base interactions To understand your own motivational value system To see which roles in life resonate with who you are How your personal motivations affect your interactions How to influence individuals with differing motivational value systems Presenter: Simon Brown

10:15a.m—10:30a.m. Break

10:30a.m.—12:00p.m. Canadian Construction Association: Best Practices for Competitive Bidding This presentation will start with an overview of some of the fundamental principles that are considered to be well established in the Canadian law of competitive bidding. Presentations will concentrate on what and how to request for bid form supplements (e.g. list of subcontractors, alternative prices, itemized prices, and unit prices) and other critical issues during the bidding stage (e.g. “strict” vs. “substantial” compliance, information document, bidder inquiries and issuance of addenda, electronic receipt of bids, and post-bid negotiations and re-bidding). Presenters: Eric Lee, Geza Benfai, Mark Mulholland, Brian Aitken

Conflicts; Its Causes and Resolutions Conflict, why it happens and how to bring relationships back on track. It follows on from Team Dynamics. Who Should Attend Team members who wish to understand conflict its role in organizations and how to proactively manage and resolve it. Aims To understand what happens in conflict What causes conflict situations How to remedy conflict Individuals Conflict sequence How to interact with individuals with different conflict sequences How to manage conflict The drivers of conflict Presenter: Simon Brown


Thursday, September 26, 2013 continued

12:00 p.m.—12:45 p.m. Lunch

12:45 p.m.—1:30 p.m. OPBA Annual General Meeting

1:30 p.m.— 2:45 p.m. Canadian Construction Association: Industry Standard Stipulated Price Contract: CCDC 2 This session would be of interest to anyone that uses or may consider using the CCDC 2. The authors of CCDC documents will use CCDC 2 clauses to illustrate the key contract provisions and critical issues for stipulated price contracts. Discussion will focus on the CCDC’s best practices approach and philosophy to stipulated price contract, as well as the risk allocation principles reflected in CCDC documents. Presenters: Eric Lee, Geza Benfai, Mark Mulholland, Brian Aitken

Negotiations Whether you’re an experienced executive, manager or a buyer, this Negotiations seminar will help you shape important deals, negotiate in uncertain environments, improve working relationships, claim (and create) more value, and resolve seemingly intractable disputes and prepare you to achieve better outcomes, every single time. Presenter: Kevin Jones

2:45 p.m.— 3:00 p.m. Break

3:00 p.m.—4:30 p.m. Fast-Tracking Your RFX Projects Failed projects are a major risk factor in public procurement. RFX projects are regularly gridlocked by process delays and stalled out in inefficient and outdated tendering practices. To meet the high-speed demands of the modern purchasing cycle, buyers need to get to market with traction, speed and precision. This seminar delivers a five-point formula to jump-start your project teams and accelerate your RFX cycles, addressing team organization, project planning and management, template selection, pricing structures, evaluation plans, and document design Presenter: Paul Emanuelli

Inspired Leadership: Motivating Your Team to Bring Their Best to Work! Lead and motivate your team by engaging their hearts and minds by using great leadership tools such as power of genuine and targeted praise and empower them to utilize their personal strengths. Coach and mentor your team on areas in which they can build new skills and abilities. Strategically partner team members with other team members that can provide positive support. Learn how delegation empowers your staff and frees you to really focus on more important leadership activities and become an agent for improving morale and service within your team. Presenter: Michael Lewis


Thursday, September 26, 2013 continued

6:00 p.m.—6:30 p.m. Cocktails (cash bar) Ajax Conference Centre (Bayley / Kingston Room)

6:30 p.m.— 10:00 p.m.

Dinner (Business Casual Dress) Entertainment Dave Moses, Mind Reader Moses is an award-winning television writer and producer who is fascinated by the connections between Writing, Mind Reading and the Imagination. He honed his skills on the streets of Vancouver-- where he still performs from time to time-- and in the television production offices where he works. “I think 90% of Mind Reading can be explained as simply paying attention,” he confesses, “But I have to admit the other 10% keeps me up at night.” He’ll demonstrate how the rules of story-telling will help him unlock your thoughts, why Mind Readers can't win the lottery and how your intuition could create a hit TV show.

Entertainment Jack de Keyzer Jack de Keyzer is a 2 X Juno (Canada's Grammy) and 7 X Maple Blues award winning artist, blues guitarist, singer, song writer and producer and one of the finest blues guitarists on the scene today. The British born, Canadian resident’s career has spanned over three decades. De Keyzer has released 7 CD's and 1 DVD as a leader and appeared as a session guitarist on hundreds of recordings. As a session guitarist he has appeared with many artists including Etta James, Otis Rush, John Hammond Jr., Ronnie Hawkins, Duke Robillard, Robert Gordon, Willy Big Eyes Smith, Bo Diddley & Blue Rodeo. Jack de Keyzer’s songs have also appeared in video; rock & blues radio charts; other artists CD's (Prairie Oyster's Platinum CD Everyone Knows); TV soundtracks and in Motion Pictures. In 2010 and 2003 de Keyzer was awarded Canada's highest musical honour the Juno award for Blues Album of the Year, for "The Corktown Sessions" (2010) and "6 String Lover" (2003). In addition to the Juno, de Keyzer has won 7 Maple Blues Awards and in 2007 won the International Songwriting Competition's first place prize for the song "That's the Only Time". Jack's most recent accolades came from two very Canadian institutions. First, Prime Minister Steven Harper's son Ben received a guitar lesson from Jack at the request of Canada's first lady Laureen Harper (a fan) at the Prime Minister's residence in January of 2009. Jack was also awarded Great Canadian Blues Artist of the year from a poll of CBC radio listeners in 2009.

President’s Gala


Friday, September 27, 2013 8:00 a.m.—9:30 a.m. Breakfast

9:00 a.m.—10:00 a.m. Making a Difference Can one pair of gloves, one teacher reading to children, one conversation with a street person or a $20 bill really make much of a difference? If history has taught us anything it’s that one act, one person, one day can impact thousands of people and it can change the world! Every significant accomplishment begins with one person stepping up and committing to make a difference. Dan Carter will share his own challenging life; a life that was impacted by many ordinary actions. He will share how each one of us has the seeds of extraordinary actions within us and he will help you reignite the passion that lives in us all. This session will be one of the most memorable you will ever attend. Keynote Speaker: Dan Carter

10:00 a.m.—10:15 a.m. Break

10:15 a.m.—11:45 a.m. Evaluation and Fairness—How to Cope There are few issues in a procurement process that cause greater difficulties than maintaining fairness in an evaluation process: What are the elements of fairness from an evaluation perspective? Is it simply a matter of disclosing criteria? What level of detail of evaluation criteria must be disclosed? Are subjective criteria permissible? What are the evaluation process issues? Is there a concept of “fair scoring”? All of these issues will be examined in the seminar. Keynote Speaker: Judy Wilson

11:45 a.m.—12:00 p.m. Closing Address OPBA President: James Macintyre, CSCMP

12:00 p.m. —12:15 p.m. Lunch

Lunch will be provided in a bag to enjoy as you travel home from the Conference. Thank you for attending this year’s conference and we’ll see you in 2014!

Township of Brock Town of Ajax Region of Durham Town of Whitby

55th OPBA Conference September 25 to 27, 2013

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NIGP SEMINARS

Strategic Procurement Planning Date: September 24 to 26, 2013 UPPCC Re-Certification points: 3

This course will cover strategic planning within an organization and the importance of its relationship to procurement

planning. Planning models will be discussed as will public sector budgeting. Developing key partnerships within the

organization in requirements determination will be explored, as this will lead to the development of proper

specifications. Pricing strategies employed in the public sector such as cost analysis and life cycle costing will also be

covered. Instructor: Barbara R. Johnson, CPPO, CPPB

Barbara Rich Johnson, MPA, CPPO, CPPB is the Manager of Contract and Procurement

Administration for the Columbus Regional Airport Authority in Columbus, Ohio. Prior to this

position Barb served as a Buyer, Assistant Administrator and Procurement Manager during her

26 year career with the City of Columbus. She holds a Masters Degree in Public Administration

in Finance, from The Ohio State University, John Glenn Institute of Public Policy and Public

Administration.

Barb is a certified Master Instructor with the National Institute of Governmental Purchasing (NIGP). She is a frequent

presenter and moderator at the annual NIGP Forum. Barb has also taught numerous workshops for many other

organizations including NIGP, the Institute for Supply Management (ISM) chapter and regional events.

Barb currently serves on the NIGP Governance Committee. She has also served on the NIGP Professional

Development, Finance, and Research Committees. She is a charter member and was the first President of the Central

Ohio Organization of Public Purchasers (CO-OPP), the local Columbus, Ohio Chapter of the NIGP. CPPB Prep Course Date: September 25 and 26, 2013 UPPCC Re-Certification points: 2

In an effort to prepare candidates for the computer-based written CPPB exam containing 175 questions, this course

provides a review that addresses key information on topics identified in the 2008 UPPCC Body of Knowledge.

Candidates authorized to test should enroll in the course at least three months prior to the selected test date.

Participation in this class does not guarantee success on the examination.

Instructor: Kathy J. Wyatt, CPPO, CPPB

Kathy started in public purchasing in 1990 and is currently the Manager of Purchasing at the Halton

District School. Kathy obtained her CPPB accreditation in 1999 and her CPPO in 2006. As a

member of the governing board of the Ontario Public Buyers Association, Kathy acts as the

Director of Communications and is responsible for the coordination and printing of t Caveat Emptor, the

official newsletter of the OPBA. Over the past three years, Kathy has been teaching various Principles

Certificate courses on behalf of the OPBA as well as student teaching opportunities with the NIGP.


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OPBA SEMINARS Competitive Bidding—General Chapter 4, Principles Program Date: September 25, 2013 This course gives a detailed examination of the tendering & request for proposal processes. It includes concepts, issues and the resolutions related to issuing the procurement documents as well as the ultimate receiving, opening and checking of bids. Candidates will be given an overview of the various components comprising tenders and request for proposals documents and the differences of each. Instructor: Dan Munshaw C.S.C.M.P., C.P.S.M., C.P.P.

Dan Munshaw is currently the Manager of Supply Management for the City of Thunder Bay and is a seasoned supply professional drawing from thirty five years of supply management experience in government, mining and manufacturing. Munshaw teaches supply management courses, delivers seminars and workshops. He sits on the OPBA’s Certificate Program Advisory Board, NIGP’s Research Committee, is past Board Chair of the OIPMAC and is the founding member of the Lakehead Purchasing Consortium. Munshaw was also appointed by the Minister of Northern Development, Mines and Forestry to the Management Advisory Committee, Northern Ontario Marketplace and is Vice Board Chair Community Living Thunder Bay.

Risk Management Chapter 3, Principles Program Date: September 27, 2013 This course examines the various issues associated with managing risk when purchasing goods and services in the public sector. Candidates are given an overview of common risk issues, including those of ownership and copyright, the right to privacy, competitive bidding irregularities, occupational health and safety, environmental responsibilities and accountability in terms of personal and corporate liability. Instructor: Ray Miller

Ray Miller is currently the Manager of Supply and Services for the City of Niagara Falls. Ray has been in public procurement for over 30 years and has been involved with the Ontario Public Buyers Association for most of that time. He was the past president of the OPBA in 2000 as well as long a serving member of the OPBA Executive and Board. Ray has been involved with the OPBA’s Principles Program since its inception. He currently sits on the Principles Advisory Board, is the current instructor the OPBA’s Risk Management course and is a backup instructor for many of the remaining Principles courses. He has taught the Risk Management Seminar throughout Ontario with a desire to include every member of the public agency in the role of managing corporate risk. Ray was instrumental in writing the Introduction to Public Purchasing textbook in 2007 and is currently an editor for the revision of that textbook. Ray’s years of service have given him a

wealth of knowledge to draw from and help illustrate to candidates of the Principles Program the many benefits and joys of public procurement. Ray also has many academic achievements both within and without the discipline of public procurement.


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Sami Jo Small Keynote Speaker: Its Not About the Medal

Sami Jo Small grew up on the outdoor hockey rinks of Winnipeg, MB. Her passion for the game was honed in the boys minor hockey system. As the only girl she was forced each and every day to prove that she belonged through hard work and determination. She dreamt, like her teammates, of someday playing in the NHL, but also dreamt of someday stepping on to the podium at the Olympic Games. She accepted a scholarship to Stanford University for track and field to throw the discus and javelin. Her dream of participating in the Olympic Games flourished until injury plagued her career and she consoled her feelings of failure by returning to the game she grew up loving. Hockey became her passion again as she played on the Stanford Men’s team even garnering PAC-10 MVP honours while earning her degree in mechanical engineering.

Her childhood dream became a reality when she accepted a spot on the 1998 Olympic Games team traveling to Nagano, Japan. Women’s hockey was on the rise and Sami Jo was a huge part of its success. She has since won five World Championships and has twice been named Championship MVP. She is a three time Olympian and has been a member of two Olympic Gold Medal Winning teams. Sami Jo currently works as a motivational speaker as well is an owner of a hockey school that runs throughout four provinces. She also recently helped start the Canadian Women's Hockey League where she continues to play elite hockey for the Toronto Furies. Maureen Sullivan, Presenter: Legal Update and Best Practices in Public Procurement

Maureen Sullivan has been an instructor with NECI since 1995. From 2004 –2010, as part of the NECI team, she was a curriculum designer and instructor for the Procurement and Contract Management Program (PCMP). In 2010, Maureen managed the curriculum development process for the Public Sector Procurement Program (PSPP). The PSPP was accredited by the Supply Chain Sector Council in October of 2011, and the project also won the Summit Award of Excellence for Leadership in Public Procurement in November, 2011. In December, 2009, Maureen assumed ownership of NECI and has been busy filling the role of President and Legal Editor and Publisher of NECI’s quarterly newsletter, the Legal Edge. An experienced litigator, mediator and dispute-resolution practitioner, Maureen has an in-depth knowledge of both procurement law and contracting issues. She also has particular expertise in negotiations.

Renowned for her engaging teaching style, one of Maureen’s many strengths is her ability to integrate legal concepts with business practices, making often-difficult concepts accessible and understandable for learners at all levels. Maureen also trains and mentors new instructors and oversees the updating of the Public Sector Procurement Program and Signature Seminar curriculums.


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Marlene Knight Presenter: Evaluation Strategies and Methods

A University of Toronto honours graduate, Marlene earned her professional certifications in both private and public sector ‘Procurement’. She is also trained in Negotiation, Alternative Dispute Resolution, Project Management and other areas. Marlene has held several executive positions on professional boards, published articles on Procurement and Contract Management and speaks on these topics for various organizations in Canada and the United States. She has worked in manufacturing, wholesale and retail industries and she is currently the Manager of Materiel Management for the City of Mississauga.

Eric Lee Presenter: Canadian Construction Association Presentations

Eric Lee joined the Canadian Construction Association in 1993 and progressed from Staff Officer to Senior Director of Industry Practices in 2001. During this period, Eric Lee gained considerable experience relating to the Canadian construction industry and emerged as a specialist in the area of standard construction practices in Canada. In addition to planning and managing various association programs and initiatives, Eric also advises contractor members and general public (i.e. public and private owners, design professionals) on procurement procedures and practices, contract provisions, and other related bidding and contracting issues. Eric gained extensive experience in liaison with owners and design professionals as the Executive Secretary of the Canadian Construction Documents Committee and during his tenure

as the founding Executive Director of the Canadian Design-Build Institute. Brian Aitken Presenter: Canadian Construction Association Presentations

Brian Aitken after 35 years in practice, 20 years as a partner of Shore Tilbe Irwin & Partners Architects/Perkins+Will, Toronto, began semi-retirement. Brian is currently a Practice Advisor for the Ontario Association of Architects (OAA), a member of the Canadian Construction Documents Committee (CCDC) and member of the Steering Committee for the Institute for BIM in Canada (IBC). Brian’s practice experience includes a multitude of project types, focussing over the years onto large or complex projects, fast track, design-build, take-over and other non-traditional delivery methods. He has been active in contracts, practice and management issues of architecture for most of his career. His current activities at the OAA and various committees bring his years of experience into collaborative development with younger members of the design and construction community - new best practices and new contracts for new delivery methods such as P3, BIM and IPD. Brian received a Bachelor’s degree from

the School of Architecture and Planning, Howard University, Washington, D.C., is a member of the OAA and RAIC and an International Assoc. of the AIA.


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Geza R. Banfai Presenter: Canadian Construction Association Presentations

Geza R. Banfai is a senior partner with the Toronto office of Heenan Blaikie LLP, in their Infrastructure – Construction practice group. He is the current ex-officio legal representative on the Canadian Construction Documents Committee. He is certified by the Law Society of Upper Canada as a Specialist in Construction Law, is a Fellow of the Canadian College of Construction Lawyers, and is listed in both Lexpert and Best Lawyers in Canada. In his extensive construction law practice, he has represented participants at every level of the construction pyramid, from negotiating and drafting construction and related contracts (including alliancing and joint venture agreements, and P3 and similar lender-driven arrangements) to claims and disputes of many kinds. He is a director of the Canadian Construction Association, and his past directorships include Consulting Engineers of Ontario and Toronto Construction Association. His

professional memberships include the Construction Law and ADR Sections of the Ontario Bar Association, the Forum on the Construction Industry of the American Bar Association and the Society of Construction Law. He remains active on the Construction Industry Leaders Forum of the CCA. Mark Mulholland Presenter: Canadian Construction Association Presentations

As Managing Director for Project Delivery at Brookfield LePage Johnson Controls (BLJC), Mark is responsible for leadership and delivery of construction projects across Canada. BLJC is the Canadian leader in the provision of workplace management services for real estate portfolios. Mark joined BLJC in 2000 and since then, he has been an influential leader supporting the development of BLJC’s Project Delivery best practices, policies and standards. Has also led many project delivery teams over the last thirteen years implementing various client project programs across Canada and US. Since 2003, Mark has also been an active Private Sector Owner’s Representative on the Canadian Construction Documents Committee (CCDC). A Director with over 20 years of extensive experience as the owner’s representative in the construction industry, Mark is considered to be an innovative and collaborative leader within the Corporate Real

Estate industry. Simon Brown Presenter: Team Dynamics and Conflicts: It’s Causes and Resolutions

Simon has held positions in sales, procurement, IT and supply chain management within Retail, Cosmetics, Training and Consulting in Canada, the UK and US. A selection of his initiatives include, outsourcing both IT and Warehouse operations, supplier development and rationalization and both negotiation and sales training. He leads and participates in Procurement change initiatives across many parts of the world and has focused increasingly on embedding effective strategic sourcing practice within blue-chip organizations. His profound interest in the behavioral aspects of the psychology of relationships underpins this success. He is EVP at ArcBlue Consulting a part of PMMS Group a global Procurement Training and Consulting company, where the principles and practices he believes in

are actively put into practice.


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Kevin Jones Presenter: Negotiations

After graduating from the Durham College Operations Management program in April of 1998 Kevin joined IBM Canada as an Inventory Planner. After two years as an Inventory Planner he moved into the IBM Procurement department where he spent 8 years managing a variety of commodities that included Software, Telecommunications, and Facilities. Kevin has spent the last five years as the Procurement Manager for Durham College and the University of Ontario Institute of Technology.

Michael Lewis Presenter: Inspired Leadership: Motivating Your Team to Bring Their Best To Work!

Michael Lewis is Managing Director of Michael Lewis Training, Motivation And Development, a London, Ontario based training and development firm founded in 1994 that specializes in developing and delivering personal and professional development presentations, seminars and workshops to various clients mostly in the non-profit sector Including the OPBA in 2011. A very experienced and popular speaker and workshop facilitator, Michael has had the privilege of passionately speaking on a wide range of topics all over South-Western Ontario ...and this year alone he will speak to around speak to approximately 35,000 listeners at around 250 events.

Paul Emanuelli Presenter: Fast-Tracking Your RFX Projects

Paul Emanuelli is recommended by Who’s Who Legal as one of the ten top public procurement lawyers in the world and his firm received the 2012 Corporate INTL Magazine Global Award as Canada’s Public Procurement Law Firm of the Year. Paul’s portfolio focuses on major procurement projects, negotiated tendering transactions, and the strategic legal aspects of purchasing operations. Paul has an extensive track record of public speaking, publishing and training. He is the author of Government Procurement (Lexis Nexis, 3rd ed. 2012), Accelerating the Tendering Cycle (2012), The Laws of Precision Drafting: A Handbook for Tenders and RFPs (2009) and the National Tendering Law Update and the host of the Procurement Law Update webinar series, and has trained and presented to thousands of procurement

professionals from hundreds of institutions across Canada and internationally. Paul holds a B.A. from the University of Toronto, and a J.D. from Osgoode Hall Law School.


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Dan Carter Keynote Speaker—Ordinary Actions—Extraordinary Impacts

Emerging from a background of immense personal challenge and tragedy, Dan has become an inspiration and role model. He is an advocate to removing the stigma surrounding mental illness and addictions. His keynotes across Canada motivate individuals to achieve their full potential in spite of the hurdles they face. Dan’s deep commitment to making a difference to those in need has led to the establishment of a number of community initiatives, including the Hope Centre for Learning at Oshawa Community Health Centre, the annual Day of Hope and Leadership which has become a signature event for local community leaders, and the Isobel Carter Youth Fund which provides educational bursaries for youth. Dan is also author of "It's the Right Time Now" chronicling his own life story and his

rise to success. He currently works as a television broadcaster and executive producer. Dan’s leadership and contributions have been widely recognized within the broader community and he has received a number of honours and awards for his work, including the CAMH Courage to Come Back Award, the Queen's Golden Jubilee Medallion and the Queen’s Diamond Jubilee Medallion. Dan was also recently conferred with an honorary Doctor of Laws from the University Of Ontario Institute Of Technology. Judy Wilson Presenter: Flexible RFP’s and Best and Final Offer

Judy Wilson is a leading Canadian practitioner with over 20 years of experience dealing with commercial and procurement issues related to infrastructure, public-private partnership (P3s) and public procurement of goods and services (including community care access centres, hospitals, detention centres and similar public facilities, water, wastewater, transit, transportation, solid waste, energy, etc.) Judy is recognized in Chambers Global: The World’s Leading Lawyers for Business 2010 in the Projects: PPP & Infrastructure category and Public Procurement category. She is also recognized as one of 10 “Most Highly Regarded Individuals” (globally) in Law Business Research’s The Internationals Who’s Who of Public Procurement Lawyers 2010 and The International Who’s Who of Business Lawyers 2010. Judy is a

partner with Blake, Cassels and Graydon LLP.


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Name: _________________________________ Preferred Name for Badge: __________________________ Designation: CPPO CPPB CSCMP (CPP) Other:___________________________________ Title: ___________________________________ Agency: _________________________________________ Address: __________________________________ City: ____________________ Postal Code: __________ Phone: __________________________________ e-mail: __________________________________________ Guest of Registered Delegate:__________________________________ Preferred Name for Badge: __________________________ PLEASE NOTE: If you require special assistance, including dietary restrictions in order to participate fully in our Conference, please indicate the nature of assistance or dietary restriction here: _____________________________

REGISTRATION PACKAGES, DATES AND DEADLINES

Early Registration

(received by July 12, 2013)

Regular Registration (received after July 12, 2013)

Transfer Amounts to Page Two

3 Day Conference Package (OPBA or PMAC Member)

$515.00 (taxes incl.) $565.00 (taxes incl.) $

3 Day Conference Package (Non-Member)


1 Day Conference Package (Member or Non-Member)


3 Day NIGP Strategic Procurement Planning Course and Friday OPBA Conference

$955.00 (taxes incl.) $1,005.00 (taxes incl.) $

2 Day NIGP CPPB Course and Friday OPBA Conference


ALL REGISTRATIONS ARE TO BE SUBMITTED ON-LINE AT WWW.OPBA.CA

To register for any of these packages, attendees only need to register directly with OPBA, including all NIGP conference courses and packages.

** Maximum** 20 people per class (NIGP and OPBA sessions only). Register early to avoid disappointment.


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The following meal prices shown are for those registered delegates who wish to attend an event or meal function not already included in their conference package or for guests accompanying a registered delegate who wish to attend any of the conference meal functions.

Cost per Function Number of Attendees for

Function

Total Cost

Wednesday Lunch $25.00 (taxes incl.) $

Wednesday Night Event $55.00 (taxes incl.) $

Thursday Morning Breakfast $20.00 (taxes incl.) $

Thursday OPBA Annual General Meeting Lunch

$27.00 (taxes incl.) $

Thursday Night Event— President’s Gala

$100.00 (taxes incl.) $

Friday Morning Breakfast $20.00 (taxes incl.) $

Total of this page $

Total from previous page

$

Grand Total (taxes incl.)

$

Friday Lunch $25.00 (taxes incl.) $

TOTAL PAYMENT ENCLOSED: __________________________ Method of Payment: CHEQUE _________ VISA _________ MASTERCARD _________ If you require a receipt or copy of your credit card voucher, please check here: ________ IF YOU ARE PAYING BY CREDIT CARD, PLEASE COMPLETE THE INFORMATION BELOW: Name as it appears on the card: _____________________________________ Credit Card Number: ___________________________________ Expiry Date: ______________

If you are registering by fax or by mail, please forward the 4 registration pages and complete the following:

Cheques must be payable to “Ontario Public Buyers Association” and mailed along with the registration form to OPBA, Fourth Avenue, Ridley Square, Suite 361, St. Catharines, ON L2S 3P5” and received by mail before August 23, 2013. No post dated cheques with dates after August 23, 2013 will be accepted. If you are paying by credit card, you may forward the registration form by fax to 905-682-9988 or by mail. Confirmation and / or a receipt will be supplied upon request only. Cancellations must be made in writing and will only be honoured on or before September 10, 2013, after which we cannot refund your money. Contact OPBA Central Office telephone: 905-682-2644 if you have any difficulties or questions.


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CONFERENCE SEMINAR AND EVENT SCHEDULE VERY IMPORTANT: Please indicate with a (x) all seminars and events that you will be attending during the

conference. This information is required for attendance purposes. Please choose only one course during a “Concurrent” session.

Tuesday to Thursday

8:00 a.m.—5:00 p.m. NIGP Seminar—Strategic Procurement Planning

Wednesday to Thursday

8:00 a.m.—5:00 p.m. NIGP Seminar— CPPB Prep Course

Wednesday 9:00 a.m.— 4:00 p.m. OPBA Principles Seminar—Competitive Bidding

1:00 p.m.—2:15 p.m. It’s NOT about the Medal

2:30 p.m.—4:30 p.m. Concurrent Sessions

Legal Update and Best Practices in Public Procure-ment

Pick O

ne Evaluation Strategies & Methods

5:15 p.m.—6:15 p.m. First Time Attendees to the Conference Meet and Greet

6:15 p.m.—9:30 p.m. Dinner and Greet Night—Game Night

Thursday 9:00 a.m.— 4:00 p.m. OPBA Principles Seminar—Risk Management

9:00 a.m.—10:15 a.m. Concurrent Sessions

CCA—Roadmap to Canadian Standard Construction Documents

Pick O

ne Team Dynamics

10:30a.m.—12:00 p.m. Concurrent Sessions

CCA—Best Practices for Competitive Bidding

Pick O

ne Conflict: Its Causes and Resolutions


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CONFERENCE SEMINAR AND EVENT SCHEDULE continued

Thursday 1:30 p.m.—2:45 p.m. Concurrent Sessions

CCA—Industry Standard Stipulated Price Contract: CCDC 2

Pick O

ne Negotiations

3:00 p.m.—4:30 p.m. Concurrent Sessions

Fast Tracking Your RFX Projects Pick O

ne

Inspired Leadership: Motivating Your Team to Bring Their Best to Work!

6:00 p.m.—10:00 p.m. President’s Gala

Friday 9:00 a.m.— 10:00 a.m. Making A Difference

10:15 a.m.—11:45 a.m. Evaluation and Fairness—How to Cope


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WHAT YOUR CONFERENCE PACKAGE INCLUDES

To register for any of these packages, attendees only need to register directly with OPBA, including all NIGP conference courses and packages. Further information regarding registering for NIGP and CPPB courses can be ob-tained by contacting Andrea Mindenhall, 905-825-6000 ext. 7037 or [email protected]

3 Day Conference Package

OPBA 3 Day Conference Package includes 2 breakfasts, 3 lunches, coffee breaks. Wednesday evening activity (including food), Thursday evening President’s Gala and Friday seminars.

1 Day Conference Package (Member or Non-Member)

OPBA 1 Day Conference Package includes 1 breakfast (Thursday or Friday), 1 lunch, coffee breaks and evening activity (Wednesday or Thursday).

3 Day NIGP Strategic Procurement Planning Course and Friday OPBA Conference

NIGP 3 Day Course Conference Package includes 4 breakfasts, 4 lunches, coffee breaks, Wednesday even-ing activity, Thursday evening President’s Gala and Fri-day conference sessions.

2 Day NIGP CPPB Course and Friday OPBA Conference

Two Day CPPB Course Conference Package includes 3 breakfasts, 3 lunches, coffee breaks, Wednesday even-ing activity, Thursday evening President’s Gala and Fri-day events.

Click here to book

CONVENTION and ACCOMMODATIONS INFORMATION

550 Beck Crescent Ajax, Ontario L1Z 1C9 Phone: (905) 428-9993

Toll Free: 1-855-428-9993


Hilton Garden Inn Toronto/Ajax

500 Beck Crescent Ajax, Ontario L1Z 1C9 Phone: (905) 686-9400

Group Name: Ontario Public Buyers Association Promo Code: OPBA Website http://hiltongardeninn.hilton.com/en/gi/groups/personalized/Y/YYZAJGI-OPBA-20130923/

5th Annual OPBA Caveat Emptor Cup Challenge Registration Form

DATE: Tuesday, September 24, 2013 TEE OFF: 12:00 p.m. (SHARP!) PRICE: $100.00 per person (includes cart) Golf teams will consist of 4 golfers each. If you have a team of 4 already set, please list the names below. Otherwise golfers will be placed into teams prior to Golf Day. GROUP OF FOUR: ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ PLEASE FAX REGISTRATION FORM TO: 905-895-0502 Payment is due no later than Monday, August 30, 2013. Payment in the form of a cheque, cash, money order only. Please make cheques payable to Stan Gal. Send Payments to: Stan Gal c/o The Regional Municipality of York Supplies and Services Department 17250 Yonge Street Newmarket, ON L3Y 6Z1

NAME:

ORGANIZATION

ORGANIZATION ADDRESS:

PHONE # (ORGANIZATION):

EMAIL:

“Bring your ‘A’ Game”

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2013 OPBA CONFERENCE · 2015-06-25 · Oshawa Site Municipality ... First Time Attendees to the...

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