CONSTRUCTION ECONOMIST SUMMER 2016
The Journal of the Canadian Institute of Quantity Surveyors Le Journal de l’Institut canadien des économistes en construction
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hugely successful Annual Congress
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Sheila Lennon
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4 | CONSTRUCTION ECONOMIST | www.ciqs.org | Summer 2016
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CONSTRUCTION ECONOMIST SUMMER 2016
The mission of CIQS is to promote and advance professional quantity surveying and construction estimating; to establish and maintain national standards; to recruit, educate and support our members.
Canadian Institute of Quantity Surveyors 90 Nolan Court, Unit 19, Markham, ON L3R 4L9 t. 905/477.0008 f. 905/477.6774 toll free. +1 866/345.1168 e. info@ciqs.org www.ciqs.org
Executive Director Sheila Lennon. ........................... . . . . . . execdir@ciqs.org Editor Arif Ghaffur, PQS....................... . . . . . . . editor@ciqs.org Send Change of Address to: Canadian Institute of Quantity Surveyors 90 Nolan Court, Unit 19, Markham, Ontario L3R 4L9
CIQS Board Chair: Matthew K. Weber, PQS(F) Vice Chair and Secretary/Treasurer: David Dooks, PQS
The Journal of the Canadian Institute of Quantity Surveyors Le Journal de l’Institut canadien des économistes en construction
Features CIQS announces new Executive Director . . . . . . . . . . . . 11 CIQS announces six new Fellows. . . . . . . . . . . . . . . . . 11 Major project delivery – Saint John Water . . . . . . . . . . 11 Q & A with Lois Metcalfe. . . . . . . . . . . . . . . . . . . . . 12 Sustainability and the Quantity Surveyor . . . . . . . . . . 16 Gordon Pattison Award of Merit . . . . . . . . . . . . . . . 19 3rd annual CIQS Congress recap. . . . . . . . . . . . . . 20 2016 PAQS Report. . . . . . . . . . . . . . . . . . . . . . . 29
Past Chair: Craig Bye, PQS(F)
CACQS, RICS and CIQS sign memorandum. . . . . . 33
Registrar and CIQS – Prairies and NWT Rep: Wendy Hobbs, PQS CIQS – British Columbia Rep: Angela Lai, PQS
20
CIQS – Maritimes Rep: Erin Brownlow, PQS CIQS – Newfoundland and Labrador Rep: Royston Lewis, PQS(F) CIQS – Ontario Rep: Sheri Thompson, PQS CIQS – Quebec Rep: Guillaume Robitaille, PQS Education Administrator: David Lai, PQS(F)
Statements of fact and opinion contained within this journal are those of the authors, including subject matter experts. CIQS assumes no responsibility or liability for the content of such fact and opinion, nor do they represent the official policy of CIQS. Published four times a year on behalf of the Canadian Institute of Quantity Surveyors by
Third Floor - 2020 Portage Avenue Winnipeg, Manitoba R3J 0K4 Tel: 866-985-9780 Fax: 866-985-9799 info@kelman.ca www.kelman.ca Managing Editor. ........................ . . . Chris Kelman Art Design/Production. ............. . . . Tracy Toutant Advertising Coordinator...... Stefanie Hagidiakow Marketing Manager. .................. . . . . . . . . . Jeff Kutny jeff@kelman.ca 866-985-9789 Publication Mails Agreement #40065075 Send undeliverable addresses to: lauren@kelman.ca
Corners
Messages
Legal Corner. . . . . . . . . . . . . . . . . . .
14
Chair’s Message. . . . . . . . . . . . . . . . .
6
Professional Sustainability Corner . . .
26
Executive Director’s Message. . . . . . .
8
Aspiring Professionals Corner . . . . . .
30
Editor’s Message . . . . . . . . . . . . . . .
Education Corner . . . . . . . . . . . . . . .
32
Congratulations.
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In Memoriam . . . . . . . . . . . . . . . . . .
OUR CONCERN FOR THE ENVIRONMENT IS MORE THAN JUST TALK This document is printed on paper certified to the standards of the Forest Stewardship Council® (FSC®).
10 33
Chair’s Message
A look back at a great year
A
s many Past CIQS Presidents have said in the past, “Where has the year gone?” I am very honoured to have served as your 2015/16 CIQS Chair. For me, the year was highlighted by the signing of an Affiliate Agreement with CIQS - Quebec to once again have a complete National organization, the successful transition of CIQS National assuming responsibility for all renewals and membership assessments, and the hiring of our new Executive Director Ms. Sheila Lennon. Last, but not least, we celebrated 38 years of outstanding service of our now retired matriarch, Lois Metcalfe. She has been the heart, soul and glue of CIQS, with her eternally positive and welcoming way. The devotion and genuine passion she has shown is admired by anyone who has ever met her. As you would expect, Lois did not ease into retirement. During this last year, she was instrumental in the CIQS processing of all renewals and the search, hiring and training of our new Executive Director on top of her many other duties. Selfishly, we will all miss Lois but I only wish my dear friend the happiest of retirement to enjoy her family, spend time with her grandchildren and have some well-deserved time off.
The 3rd Annual CIQS Congress was an outstanding event. I had the opportunity to talk with many new and familiar faces. It is great to hear the positive comments regarding the CIQS branding, marketing initiatives and membership assessing process. Thank you, Chris and your committee for organizing that firstclass event. The technical sessions put together by Arif were very well received by all. The Lois Metcalfe retirement dinner was a special evening. Thank you Lenny for your planning and Master of Ceremonies mastery (you may want to consider a new career). We continued to be a presence and voice on the international stage. CIQS was well represented at the PAQS 2016 Congress with CIQS’ own Ian Duncan, PQS(F) serving as President of PAQS. I look forward to PAQS 2017 being hosted by CIQS. CIQS has been invited to attend the fall meetings of both the CEEC and ICEC. We are also represented by Mark Gardin, PQS(F) and Roy Howes, PQS(F) on the Standards Setting Committee of the ICMS. The standards are expected to be released globally later this year.
Craig Bye, PQS(F)
I would like to thank the CIQS Board for their time and enthusiasm this past year. Their hard work and dedication is greatly appreciated. After many years serving on the CIQS National and CIQS-Prairies Affiliate Boards, Dave Burns, PQS(F) will be leaving the group. While not officially on council, we know he will continue to support CIQS. Also leaving the Board is Colin Penlerik, PQS. Thank you both for your efforts. Joining the Board for 2016/17 will be CIQS Past President Roy Lewis, PQS(F) representing CIQS-Newfoundland and Labrador, returning for yet another term, and Erin Brownlow representing CIQS-Maritimes. I would like everyone to join me in welcoming Matt Weber, PQS(F) as our new CIQS Chair. Matt has tremendous enthusiasm and the traits of a great leader. I have every confidence that Matt will take CIQS to new heights during his time as our leader. On behalf of the Board, I confirm our commitment to represent the CIQS Designation Holders in all that we undertake. I wish you all a safe summer.
Correction notice In the Spring 2016 issue of Construction Economist, the recipients of the CIQS Awards were listed under the incorrect award name on page 9 and 27. • The Frank Helyar Memorial Award (subject 302): Geng Cao of Prairies & NWT • The Buster Vermeulen Award (subject 308): Eric Racine of Ontario • The Graham Randall Award (subject 303): Mike Watkinson of Ontario
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Message du Président du Conseil
Un regard rétrospectif sur une grande année
C
omme de nombreux anciens présidents de l’ICÉC l’ont dit, « Mais où est passé l’année? » Je suis très honoré d’avoir servi en tant que votre président en 2015/2016. Pour moi, l’année a été marquée par plusieurs événements tels que la signature d’une entente d’affiliée avec l’ICÉC - Québec afin d’avoir encore une fois, une organisation nationale complète. De plus, nous avons vécu avec succès une transition de tous les renouvellements et évaluation des membres vers l’ICÉC national ainsi que l’embauche de notre nouvelle directrice générale, Mme Sheila Lennon. Le dernier événement marquant, mais non le moindre, est la célébration des trente-huit ans de service exceptionnel de notre matriarche, Lois Metcalfe, aujourd’hui retraitée. Elle fut le coeur et l’âme de l’ICÉC grâce à son attitude toujours positive et accueillante. Le dévouement et la véritable passion dont elle a fait preuve sont admirés par tous ceux et celles qui l’ont connue. Fidèle à sa réputation, Lois n’a pas entrepris sa retraite progressivement. En effet, en plus de ses responsabilités habituelles, elle a joué un rôle de premier plan dans le processus des renouvellements de l’ICÉC ainsi que dans la recherche, l’embauche et la formation de notre nouvelle directrice générale. Lois tu nous manquera, mais je ne peux que te souhaiter, ma chère amie, la plus heureuse retraite afin que tu puisses profiter de ta famille, passer du temps avec tes petits enfants et profiter d’un repos bien mérité. Le 3e Congrès annuel de l’ICÉC fut un événement exceptionnel. J’ai eu
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l’opportunité d’échanger avec plusieurs personnes, dont certains nouveaux visages. Il est merveilleux d’entendre les commentaires positifs concernant l’image de l’ICÉC, les initiatives de marketing et le processus d’évaluation des demandes d’adhésion. Merci à Chris et son comité pour l’organisation de cet événement de première classe. Les sessions techniques organisées par Arif furent très bien accueillies par tous. Le souper organisé afin de souligner la retraite de Lois Metcalfe restera un événement mémorable pour tous. Une mention particulière à Lenny pour la planification et la maîtrise du rôle de maître de cérémonie (tu pourrais peut-être envisager une nouvelle carrière!). Nous avons maintenu notre présence et notre voix au plan international. L’ICÉC était bien représenté au Congrès PAQS 2016 par Ian Duncan, ÉCA(F) siégeant en tant que président de la PAQS. J’ai bien hâte que l’ICÉC accueille le Congrès PAQS 2017. L’ICÉC a été invité à participer aux réunions des CEEC et ICEC qui auront lieu dès cet automne. Nous serons représentés par Mark Gardin, ÉCA(F) et Roy Howes, ÉCA(F) qui siègent sur le comité d’élaboration des normes de l’ICMS. Il est prévu que ces normes soient validées globalement plus tard cette année. J’aimerais remercier le Conseil de l’ICÉC pour son temps et son enthousiasme au cours de la dernière année. Leur travail acharné et leur dévouement sont grandement appréciés. Après avoir siégé sur le Conseil national et le Conseil d’affilié de l’ICÉC - Prairies, Dave Burns,
Au nom du Conseil, je confirme notre engagement à représenter les détenteurs de désignation de l’ICÉC dans tout ce que nous entreprenons. ÉCA(F) quittera le groupe. Même s’il ne sera plus officiellement sur le Conseil, nous savons qu’il continuera de soutenir l’ICÉC. Colin Penlerik, ÉCA laissera également son siège au sein du Conseil. Je tiens à vous remercier pour vos efforts tout au long de votre mandat. Se joignant au Conseil 2016/17, l’ancien président Roy Lewis, ÉCA(F) représentant de l’ICÉC - TerreNeuve-et-Labrador (de retour pour un autre mandat), ainsi qu’Erin Brownlow, représentante pour l’ICÉC - Martimes. Je voudrais que tout le monde se joignent à moi pour souhaiter la bienvenue à Matt Weber, ÉCA(F) à titre de nouveau président de l’ICÉC. Matt démontre un enthousiasme formidable et les caractéristiques d’un grand leader. Je suis convaincu que Matt guidera l’ICÉC vers de nouveaux sommets durant son mandat de dirigeant. Au nom du Conseil, je confirme notre engagement à représenter les détenteurs de désignation de l’ICÉC dans tout ce que nous entreprenons. Je vous souhaite à tous un bel été en toute sécurité.
Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 7
Executive Director’s Message
Farewell from the Executive Director’s desk
T
his is my last message as Executive Director of the CIQS as I pass the torch to our new Executive Director, Sheila Lennon. I thought it was appropriate that I share with you my retirement speech given at the President’s Dinner/ My Retirement Party on June 25, 2016 at the Old Mill, as my final message for the Construction Economist: Good evening. Thank you, Harland, Ryan, Sheri, Lenny, Craig, Chris and Matt for your very kind words. I would like to thank everyone here for attending tonight, particularly those of you who travelled quite a distance to be here. Also, thanks to the CIQS – Ontario Organizing Committee for hosting this wonderful event, and to the sponsors who made the event possible. As Harland mentioned, in 1978, I was working in the Executive Office of Olympia and York Developments. Olympia and York, in their wisdom, decided to hire a young quantity surveyor. I thought to myself, ‘What is a quantity surveyor? Ah, yes I know, it is one of those guys on the side of the road taking measurements!’ But I was soon to discover quantity surveyors counted bricks and were a whiz at the calculator. That quantity surveyor was Harland Lindsay who was the President of the CIQS at the time. The CIQS Executive Director had recently resigned and Harland hired me to fill the position. And so began a long career with the CIQS. At one of my first Board meetings, Harland wrote on the flip chart in the meeting room ‘For the Good of the Institute’ for directors to be mindful of when making decisions on behalf of the Institute. That motto is still applicable and is displayed in the CIQS Board Room to this day.
The position has changed dramatically from when I first started with the CIQS and I have learned much. In 1978, our office equipment consisted of a typewriter, telephone and a dinosaur of a copier. No computer, no fax, no internet, no email, no website, no cell phones or social media. Our annual budget was $40,000. Membership stood at 750. Life at CIQS was simple. In the early 80s, times were tough financially for the CIQS, and the Institute offered me an opportunity to manage the CIQS from my home. This, I considered, was a win-win situation. My sons perhaps would not agree with this statement because they would have preferred the basement of our house for mini hockey games I am sure. And there I worked for the next two decades. We worked hard over those lean years to build up our cash reserves while continuing our mission. I owe a debt of gratitude to my family who supported me during this time, helping where they could by lifting boxes of books, picking up mail at the post office, filing, and delivering packages. My sons, Greg, Ryan and Drew along with my husband, Gord, were always willing to lend a helping hand where needed. However, to my youngest son, Drew, I would like to point out to you that painting my desk with white-out was not particularly helpful! Approximately ten years ago the Institute was finally in a solid financial position to secure an office for the CIQS and hire an Administrative Assistant. How very exciting! Life at CIQS is no longer simple! We now have continuing professional development, licensing agreements, consent forms, privacy policies, payroll, on and on it goes.
8 | CONSTRUCTION ECONOMIST | www.ciqs.org | Summer 2016
Lois Metcalfe
One year ago, the Board of Directors took a bold step restructuring the Institute, so that national body looked after renewals and membership. We had talked about this for years and years. It took a Board of Directors with courage to make such a bold move and I do believe that the decision was the right one, and long overdue. I have learned that the CIQS is underpinned by a Board whose Directors give selflessly of their time and expertise. I value the opportunities that I have been exposed to at their meetings. I have more empathy for what it takes to run an association such as CIQS: the strategic and financial planning that is required – while at the same time keeping all the members and Designation Holders happy – and maintaining the honor and integrity of our vision, while still being open to innovative change. I have learned that challenges happen along the way, but, if we learn from those challenges, it can only make us better. Also, if your computer is broken and you approach it mumbling under your breath with the odd uncensored word and a wetwipe, followed by a sharp kick to the hard drive, it will quite miraculously resume working. Through the combined efforts of our many volunteers, the CIQS has earned a reputation as a leader in the construction cost profession, been successful, grown strong and progressed to where it is today. Volunteers set and mark exams, assess applications and diaries, serve on committees and boards, organize seminars, produce journals and newsletters, interview candidates. The list goes on and on. Volunteers devote an incredible amount of time and effort to their duties. Thank you. To return to Table of Contents CLICK HERE
Executive Director’s Message
We have been fortunate to have valued partners such as Coats O’Neill who have been our accountants for the last 25 years. Tina O’Neill has taught me so much about bookkeeping and accounting and I thank her for her patience and mentorship. Thank you, Tina. To all of the wonderful people with whom I have had the opportunity to work over the past almost 40 years: Thank You. The times shared, friendships forged and the incredible successes which we have enjoyed have been an extraordinary part of my life. I am very proud of what we have achieved and there have been times I will never forget (however... I must confess there have also been many times I would love to forget!). I would be remiss if I did not acknowledge CIQS - Ontario who I have also worked for all these years for their support. I have had the pleasure of working under 35 CIQS Presidents and 25 Ontario Presidents. Who can say they have had so many ‘bosses’ working in one position. I wish Sheila, our new Executive Director, all the best in her new position. Sheila – you have a great team behind you – Aliya, our Administrative Assistant, Sophie, our Membership Co-ordinator and Patrice, our webmaster. You have all made my retirement a reality by rising to any challenge I have sent your way. Thank you. In the short term, I will be focusing on enjoying my family, extended camping trips and yes, Ryan and Lindsey, I am now available to babysit the grandkids! Thank you for all your good wishes, wonderful emails, phone calls, cards and gifts. I sincerely appreciate each and every gesture. In closing, I would like to say that everyone should believe in something. I do believe in the CIQS. However, I now believe – I am going to grab a beer and sit on the beach! Thank you. CLICK HERE to return to Table of Contents
Membership Assessor CIQS is the premier professional association that sets the highest standard for construction and infrastructure economics in Canada. Designated Professional Quantity Surveyors (PQS) and Construction Estimator Certified (CEC) professionals counsel building owners, developers, designers and contractors at every stage of the design, procurement and construction process to help ensure a return on investment is delivered. CIQS represents nearly 2,000 individuals from across Canada and abroad and was formed in 1959. CIQS has developed and administered their own education program and syllabus recognized by government, secondary institutions and industry. We have recently re-organized our structure and are currently seeking a part-time Membership Assessor. Key Duties and Responsibilities: • Process and assess all new membership applications and re-assessments • Process and evaluate Test of Professional Experience diary submissions; if required • Work closely with the CIQS Membership Co-ordinator to follow up with Designation Holders re application for membership, diary reviews, examinations • Participate in the interview process as required Assets • The Professional Quantity Surveyor designation is required (Retired suitable) • Effective communicator • Highly developed organizational skills • Responds positively to timelines and deadlines • Ability to work effectively with Membership Co-ordinator • Bilingual Estimated Commitment • This is a part time position (estimate 10hrs/wk) • Virtual office preferred • CIQS staff to assist the Membership Assessor with their duties Submission Requirements CIQS is accepting proposals from individuals interested in this position. Individual candidates responding to the advertisement are requested to provide the following: • Resume outlining related experience and qualifications • Cover letter • List of three references with contact information All submissions will be kept confidential and received by CIQS no later than 5:00 pm EST on Wednesday, August 31, 2016 and delivered to: info@ciqs.org; Attention: Sheila Lennon, Executive Director. Questions may be directed to CIQS, Sheila Lennon, Executive Director, at 1-866-345-1168 or in writing to info@ciqs.org. Only candidates selected for interviews will be contacted.
Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 9
Editor’s Message
CIQS and its volunteers
I
n the last edition, I wrote about ‘The Quantity Surveying Value Proposition,’ and this was a recurring theme during the hugely successful 3rd CIQS Congress in Toronto, June 23-26, 2016. I do not intend to cover much ground, other than to say that during the technical sessions, there was much debate about how Quantity Surveyors can positively participate in the various stages of a Project. As the CIQS is a professional body representing Quantity Surveyors and heavily reliant on volunteers, I would like to publish a letter that I received from past CIQS president Mark Gardin that addresses the CIQS and its many volunteers. Dear Editor, I am often asked, “What is the CIQS?” After a brief pause, I do my best stand on the soap box and explain the virtues of the quantity surveying profession and the national organization that represents quantity surveyors from coast to coast. I speak about the high level of standards the CIQS sets for the designations it awards, the education policies and partnerships with many colleges across Canada delivering a wide range of technical programs to prepare graduates for the real world, and the international participation with such organizations as PAQS, CEEC, and ICMS where CIQS members are highly respected for their ability to collaborate with many different groups in a highly effective cooperative manner, and where real leadership is needed. After all, the CIQS sets the highest standards for construction and infrastructure economics in Canada. But wait, there is something I never mentioned before and never really thought about until I attended the 2016 Congress in Toronto this past June. Aside from the world-class technical sessions, the ‘Year in Review’ presentation from the Board, golfing and leisure activities, and the President’s Dinner (which was more like a red carpet gala), this Congress highlighted to me that the CIQS is really about the people. People like Lenny Simonelli. Lenny should be the face of quantity surveying in Canada. He is articulate, smart, witty, poignant, and passionate about everything he does and the Institute is lucky to have someone who gives so much of himself as a volunteer year after year. Did you know he successfully organized this year’s President’s Dinner and Retirement
10 | CONSTRUCTION ECONOMIST | www.ciqs.org | Summer 2016
Arif Ghaffur, PQS
Celebration as well as the 50th Anniversary celebration six years ago? Both events were truly spectacular! People like Lois Metcalfe; our matriarch who held the CIQS together through thick and thin with the utmost grace over the past 38 years. All the extra things she has done that no one would know or notice – but I certainly knew, as a Board member for 6 years and a Past Chair. Happy retirement Lois! People like Arthur Hooker, who recently passed away. He and many other long-time and founding members such as Gordon Pattison, Frank Helyar, Buster Vermeulen, and many others who, through their persistence and hard work, paved the way for many generations of quantity surveyors in Canada. People like Clive Evans and many past presidents who regularly attend the Congresses. Their quiet and steady leadership is an example for the new generation. People like all the Designated Holders who volunteer through their Affiliate to sit on boards, organize events, or invigilate exams – all with little or no recognition. Where would CIQS be without these people? And of course, all the CIQS staff who keep the wheels turning every day. There really are too many special people in CIQS to highlight in this letter but you know who you are. I respectively ask the Editor to consider recognizing at least one special member in each future edition of this publication. In closing, when someone asks you, “What is the CIQS?” do not forget about to mention the great people. Sincerely, Mark Gardin, PQS(F), CIQS Past Chair (2013/2014) On the thematic of Volunteers, I would be very interested in hearing from Designation Holders who would be interested in writing about construction costs as we explore the introduction of a ‘Construction Costs Corner.’ Whilst there are industry indices available, I am interested in digging deeper into resource costs and regional variances across Canada. Please feel free to contact me if you are interested. In closing, I hope that you and your families are having a wonderful summer. If you have feedback, suggestions and, of course, any particular articles that you would like to be considered for publication, please reach out to us at editor@ciqs.org.
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CIQS announces new Executive Director – Sheila Lennon, CAE CIQS is very pleased to announce Sheila Lennon, CAE, as the new CIQS Executive Director effective July 1, 2016. Sheila comes to CIQS with over 15 years of not-for-profit association experience. She is a motivated leader with an established reputation for undertaking new initiatives, embracing challenges and fostering growth in an association by working with various stakeholders and by implementing effective management. Throughout her 10 years at the Canadian Physiotherapy Association, Sheila was responsible for membership management of over 12,000+ members, management of volunteer driven committees including special interest groups, students, events, and was the lead planner of CPA’s National Scientific Congress and Tradeshow. Sheila is experienced in all aspects of association management including governance, membership, strategy, finance, communications and human resources. Her experience has been
fostered through the Canadian Society of Association Executives where she received her Certified Association Executive (CAE) designation in July 2013. Upon her appointment, Sheila said, “I am excited to join CIQS as the new Executive Director and look forward to working on CIQS’ strategic initiatives and serving the Institute and its Designation Holders.” Many of those who attended the 2016 CIQS Congress in June will have had an opportunity to congratulate and welcome Sheila as she worked closely with the Organizing Committee. Sheila Lennon can be contacted via the following email addresses: execdir@ciqs.org/info@ciqs.org or ciqs@rogers.com. She may also be reached by telephone at 905-477-0008/toll free 1-866-345-1168.
CIQS announces six new Fellows The CIQS is pleased to announce that the Board of Directors elected six new Fellows this year. Congratulations to: – Michael Bernier from CIQS - Prairies & NWT – Craig Bye from CIQS - Ontario – John McManus from CIQS - British Columbia – Wanda Smith from CIQS - Maritimes – Archie Thibault from CIQS - Maritimes – Matthew Weber from CIQS - British Columbia On February 20, 2016, the CIQS Board of Directors renamed the Fellowship award to the Lois Metcalfe Fellowship Award.
L to R: Matthew Weber, PQS(F), Craig Bye, PQS(F), Lois Metcalfe, John McManus, PQS(F), Archie Thibault, PQS(F), and Michael Bernier, PQS(F). *Wanda Smith was unable to attend the presentation; her message of thanks was read at the event.
Major project delivery – Saint John Water Saint John (City) is the largest city in NB and 2nd largest in the Maritimes. Saint John Water does not currently filter the water (i.e. treatment consists of coarse screening and chlorination) and the disinfection by-products do not meet current and proposed provincial standards. As a result, the safe clean drinking water program is a cornerstone initiative that will allow City residents to have access to safe and clean drinking water. The City opted to procure the project as a public-privatepartnership (PPP) based, among other things, on the conclusion of the Business Case and value for money (VFM) analysis dated March 15, 2013. Following its decision to proceed with the project as a PPP, the City undertook a competitive procurement process. Its key milestones were: 1] Jul–Dec 2014: Request for qualification (RFQ); 2] Jan–Oct 2015: Request for proposals (RFP); 3] Nov 2015: announcement of preferred proponent – Port City Water Partners; and 4] Feb 2016: financial close. The agreement with Port City Water Partners generated more than $24 million in value for money to the City. In addition, PPP Canada and the Province of NB agreed to fund 50% of the CLICK HERE to return to Table of Contents
project capital costs. The Montréal Infrastructure and Project Finance practice of PricewaterhouseCoopers LLP (PwC) assisted the City as follows: development of the Business Case and VFM analysis; leading market soundings to validate procurement approach and market appetite; participating in discussions with PPP Canada and the City regarding the procurement model selection; advising on desired results and performance requirements; management of the risk workshops; presentations to City Council; development of the procurement process; advising on the drafting of the RFQ and evaluation framework; evaluation of RFQ submissions; advising on the development of key RFP documents including: partnership agreement, payment and deduction mechanism, rate-set protocol; acting as City representative and managing interface with proponents; management of the commercially confidential meetings with the RFP proponents; analysis of financial proposals received in response to RFP; and assistance through financial close. Members of the Montréal PwC team included Johanne Mullen, Partner; Paul Mai, Director; and Raphael Bruneau, Senior Associate. Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 11
Q&A with Lois Metcalfe By Harland Lindsay
ecently, I had the pleasure of having lunch with Lois Metcalfe. I would like to share some of our conversation shortly after the CIQS 2016 Congress, and the retirement dinner held in her honour.
Harland: And how do our budgets compare? Lois: $40,000, in 1978 vs. almost $700,000, today. Looking back, I really do not know how we managed.
Harland: Although you and I do not really see much of one another, we have been good friends for a long time. Where does time go? Lois: Yes, it was 40 years ago that you joined Olympia and York Developments, where I was one of two people working in the executive administration area. You and I shared the same boss, Keith Roberts.
Harland: How did you handle all that increased membership and responsibility? Lois: It was tough for quite a while but, in addition to my working full-time, I now have two full-time and two part-time assistants. I also have great support from a number of volunteer members. In retrospect, we should have staffed up earlier; it has made such a difference. In fact, it is only in the last year that I can go home at a reasonable time of day – and I can actually relax when I get there, knowing that everything is in good hands!
Harland: When did you start working with the CIQS? Lois: 1978, just after you left O&Y to join Parkin Architects. At the time, you were President of the CIQS and you stole me from O&Y. Harland: What made you leave O&Y? Lois: Basically, I was kind of bored. I did not have enough to do. I needed a new challenge. Harland: I guess you got more than you bargained for! Do you remember the CIQS office address, at that time? Lois: Yes. It was 43 Eglinton Avenue West. What a tiny little office that was – I think it was 388 SF. It is amazing when I think of how much got done there in that little space. Harland: That was quite a change from the 1,000 SF O&Y executive administration area. How busy were you, when you started? Lois: Very busy. I worked 50% for the CIQS and 50% for the OIQS (now CIQS – Ontario) Harland: I recall that you worked from home for a while. Lois: Yes. The CIQS was very short of funding, so we closed the office in the early 80s and moved all the file cabinets and equipment to my home, as a ‘temporary’ measure. Can you believe that situation lasted for 25 years?! Harland: How does the membership count compare between 1978 and 2016? Lois: We had 750 members, back then. Now, we are at almost 2,000.
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Harland: How many CIQS annual general meetings have you arranged and attended? Lois: Thirty-eight. I did miss attending one, in 1986 when my Dad died. Harland: I guess you must have suffered under many CIQS presidents? Lois: Yes, 35. And it is not always easy when having to work with a different president every year. Harland: What was your most exciting AGM, when and why? Lois: For me. It was the AGM of 1984, the CIQS 25th anniversary, held at the Delta Chelsea. It was our first big-time AGM, with a band, dancing, etc. It marked an important milestone for the CIQS. Mind you, the CIQS 50th anniversary in 2009 certainly matched the excitement of 1984. Harland: Can you list what you consider to be the greatest improvements made at the CIQS, since 1978? Lois: Technological advances, like our first computer, getting rid of onion skins, white-out, etc. Of course, there is the advent of emails and the Internet. I’m in two minds as to whether emails truly are an improvement; they are too often misinterpreted, resulting in the need for timeconsuming damage control.
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Harland: Are you going to miss taking minutes? Lois: Absolutely not! When I started in 1978, the CIQS was at Minutes #291. Now, we are at #595. 304 sets of minutes are enough for me – and that does not include all the Ontario minutes. Harland: Do you have any one, outstanding, warm and fuzzy memory from your 38 years at the CIQS? Lois: Yes, when I received the Gordon Pattison award in 2003 in recognition of extraordinary service to the Institute. It was my 25th anniversary with the CIQS. That was a very special moment. Another ‘warm-and-fuzzy’ was this year’s renaming of the CIQS Fellowship award to the Lois Metcalfe Fellowship award. Harland: What would you say was your greatest worry about the Institute? Lois: I had several, but the worst was the launch of our new website, a few years ago. I thought I was going to have a heart attack! I have always been concerned and disappointed that Quebec decided to disassociate from the national body; however, that situation is beginning to resolve. Income and expenditures were a constant worry, but these, too, have become less worrisome. I also used to worry about Boards and Board members that occasionally became overly argumentative, not always remembering that their duty was to promote the interests of the Institute, not their personal agendas. It is my hope that our improved maturity will continue and grow. Harland: What do you consider to be some of the successes the CIQS has enjoyed? Lois: First, finally having been able to build enough revenue to properly staff its office. That has made a major difference, as it allows us to properly serve our membership. Anyone now calling the office is assured of being able to speak directly with a staff member. It has made for a much more satisfied membership experience. Second, the PQS designation has slowly but surely gained broader recognition. For example, it is now recognised by the federal government and is now written into government RFPs as a requirement. Third, membership growth, alongside broader domestic and international recognition.
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Harland: How about any words of advice you would like to pass along to the CIQS, perhaps something you have always wanted to say but felt you could not as an employee? Lois: There is nothing I have been bursting to say, but I would encourage the Institute to push hard for professional recognition; it needs that in order to achieve an enhanced level of recognition. Also, now that the CIQS has finally been reconstituted, I urge it to maintain its independence. Harland: What words of advice would you offer to your successor? Lois: Be patient. Be prepared to bite your tongue, sometimes. Be forgiving. Always act in the best interest of the Institute. Harland: I was honoured to receive the CIQS Fellowship Award in 1982. I hear there has been a name change? Lois: At the Board meeting in February, 2016, it was changed to the Lois Metcalfe Fellowship award, in recognition of service to the CIQS. I feel very honoured. Harland: Do you have any special plans for retirement? Lois: No – I just want to get to retirement. I have not had time to think beyond that. Harland: How is Gord feeling about the prospect of having you at home all week? Lois: I’m worried about that! Gord and I are quite different: he has no problem sitting back and relaxing, whereas I need to be constantly active. We do love camping, though, so I hope we can do more of that. Also, I want to spend more time with my grandchildren, Mya (5) and Kai (2), and be more available to help their parents, Ryan and Lindsay, from time to time. Harland: Will you miss working at the CIQS? Lois: Of course I will! I have dealt with and overcome so many challenges. I have met and worked alongside so many fine people over the years. I will miss all of that; however, I will not be totally disengaged, as I will be available to help out from time to time on a part-time, as-needed basis. Harland: You and I have shared some really hilarious stories, sometimes. Do you have a new one for me? Lois: None that we can publish. Sorry! Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 13
Legal Corner
Advances in the face of liens
RSG Mechanical Inc.’s Guide to Owners and Lenders
T
he Ontario Construction Lien Act (CLA) attempts to strike a balance between the interests of those at the top of the construction ladder (i.e., owners) to have the necessary funds flow to complete a project and the interest of those at the bottom of the construction ladder (i.e., suppliers and small subtrades), with limited bargaining power, that require the protection afforded by the ability to possibly halt a project by registering a construction lien against title to the project to ensure that they receive a portion of the pool of funds held back for their benefit. In theory, the scheme is fairly simple. Pursuant to section 24 of the CLA, upon notice of a lien, anyone paying down the construction ladder has to withhold not only the statutorily required minimum of 10% of the value of the services and materials provided, but also the entire value of the claim for lien. Similarly, under section 78 of the CLA, a mortgagee, whether a prior mortgagee making a subsequent advance or a mortgagee that registered its interest after work commenced, is discouraged from making an advance after a lien is registered against title and/or it receives notice of the lien by having the lien, as well as any subsequent liens that are registered against title, take priority over said advance. In order to permit funds to continue to flow once a lien is registered against title, the parties either have to settle or the face value of the lien, plus the statutorily calculated security for costs, have to be paid into court pursuant to section 44 of the CLA, whereby the lien ceases to attach to the land and becomes a charge against the amount paid into court. By paying said funds into court and vacating the lien, the party posting said security
is put in the same position as if the lien had not been preserved or written notice had not been given and payments may continue to be made. Typically, the party on the rung above the lien claimant will vacate the lien. Unfortunately, when someone on a rung of the construction ladder between the owner and the subtrades which registered liens becomes insolvent, the number of liens that are registered may be significant and the amount of money that needs to be posted may require the mortgagee to step in. In such circumstances, financers and developers need to ensure that the subsequent flow of funds strictly complies with the provisions of the CLA, failing which, said parties may needlessly increase their exposure. The Divisional Court’s decision in R.S.G. Mechanical Inc. v. 1398796 Ontario Inc. (R.S.G. Mechanical), highlights, amongst other things, this particular issue and provides guidance as to how a mortgagee or owner can vacate liens without increasing their exposure beyond their statutory holdback obligations under the CLA. In R.S.G. Mechanical, the developer, Bloorwood, purchased a parcel of land in 1999 with the intention to build 61 townhouses and potentially thereafter develop a high-rise condominium. Not having the necessary funds to purchase the lands, post Tarion new home warranty security, and/or finance the construction itself, Bloorwood obtained funds from investors, financers, and its own shareholders, which secured their respective interests by way of registering mortgages against title to the land. By May 2004, Bloorwood, which acted as its own general contractor and contracted directly with each trade, had constructed and sold 49 of the 61 planned townhomes and
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Paul Hancock
had ran out of money. As a result, 14 claims for lien by 11 lien claimants, totaling $804,226.27, were registered against title to the lands. By June 4, 2004, Bloorwood’s registration with Tarion had expired and construction had effectively halted in the summer of 2004. At that time, there were still 12 more townhomes to be finished and sold, as well as the proposed high-rise development, and the first/fourth mortgagee retained a general contractor, Maystar General Contractors Inc. (Maystar), as the mortgagees wanted to complete the remaining townhomes in order to mitigate their losses and maximize their recovery. In order to have the sales close, the 14 liens needed to be vacated and, although the 10% statutory holdback was found to be $424,537.00, a total of $978,588.74, being the full value of the liens plus security for costs, had to be posted to vacate the liens. Accordingly, the first/fourth mortgagee provided $424,533.00 in funds to counsel for the third mortgagee to vacate the liens and on December 30, 2004, the liens were vacated. After the liens were vacated, the mortgagees paid Maystar $309,465.00 for work that it had commenced on November 1, 2004, and Maystar completed six of the townhouses. Thereafter, the mortgagees made a further payment to Maystar of $339,671.50 to complete the remaining six townhouses. The lien actions were consolidated and referred to Master Polika, who found that by posting security and obtaining an order vacating the liens the mortgagees had made an advance under section 78 of the CLA and the lien claimants were entitled to not only the value of the deficiency in To return to Table of Contents CLICK HERE
the holdback, being $424,537.00, but also had priority over the mortgagees with respect to the balance of the funds used to vacate the liens and should be paid in full from the security. Master Polika also found that the lien claimants had priority over the mortgagees with respect to the amounts paid to Maystar to complete the 12 remaining townhomes. On the motion to confirm Master Polika’s Report, Justice Meyers found that the monies used to complete the 12 townhomes and funds used to post security were not advances under the CLA, the lien claimants were only entitled to deficiency in holdback, being $424,537.00, and Master Polika’s report should be amended accordingly. In affirming Justice Meyers’ decision, the Divisional Court held that in order for funds delivered by a mortgagee to be deemed an ‘advance,’ an owner or owner’s delegate needs to acquire actual control of the money. Funds delivered in escrow to counsel for the sole purpose
of vacating liens are not an advance that would increase a party’s liability under the CLA. Furthermore, the fact that the funds held in escrow are not eventually posted and a bond was used to vacate the liens is immaterial, provided no funds were released from escrow until after the liens were vacated. With respect to Master Polika’s finding that the lien claimants would have priority over funds paid to Maystar, the Divisional Court held that, provided a trade does not receive payment when the liability was incurred (i.e., the work was done) on the understanding that it will not be paid prior to liens being vacated, subsequent payments to a trade for work done prior to the liens being vacated would not increase a party’s liability under the CLA. Although it would be preferable to vacate liens without relying on the mortgagee to do so, R.S.G. Mechanical sets out how to have a mortgagee provide funds to vacate liens and have
replacement trades commence work prior to vacating liens, without increasing its liability to lien claimants. These comments are of a general nature and not intended to provide legal advice as individual situations will differ and should be discussed with a lawyer.
About the author Paul Hancock is an Associate with Goldman Sloan Nash & Haber LLP. Paul assists and advises businesses and entrepreneurs in the area of construction law with a focus on litigation and contractual interpretation. He is adept at handling disputes before the courts, particularly, construction lien and breach of trust actions. Paul is a pragmatic problem solver who provides his clients with timely solutions.
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Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 15
sustainability Quantity Surveyor
The link between and the Sustainability
remains a current topic, and specifically for the construction industry, which is a strong contributor to unsustainable practices. Unfortunately, construction is here to stay, being a major contributor to BC’s economic growth. In BC, the construction sector constitutes 7% of our GDP and provides one in ten jobs, and has been one of the province’s fastest-growing sectors in the last ten years. Besides retail and commercial development, there is also the continued housing demand fueled by foreign investment and migration. Government fully understands the importance of the construction sector in our economy, and supports it with ongoing infrastructure work, most notably the Evergreen
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Line in Coquitlam, seismic upgrades of schools and new construction of government facilities. However, an undeniable, often forgotten fact of the industry is that construction is responsible for the extensive use of energy and resulting carbon emissions in the construction phase, as well as in the operational and maintenance phases. There is also embodied carbon in the production of building materials and components – through raw material extraction, transport, manufacture and assembly. The construction sector accounted for 10% of BC’s energy demand, and 11.4% of the province’s total carbon dioxide (C02) emissions in 2009, according to a 2011 report commissioned by the Canadian Industry Program for Energy
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“There is a direct link between sustainability and the services that quantity surveyors can offer.” Conservation and the Canadian Construction Association. Furthermore, it has been reported by Environment Canada that an estimated 21% of waste in landfills in Canada comes from construction, renovation and demolition. Methane emission from landfills is approximately 30 times more potent than CO2, creating even more damage to our environment. The commonly accepted definition given by the World Commission on Sustainable Development in the 1997 Bruntland report defines Sustainable Development as ‘The ability to meet our own needs without prejudicing the ability of future generations to meet their needs.’ At the current rate, it is questionable whether this is even possible; we are at the tipping point where we need to be doing more in the construction environment. Vancouver looks to be leading BC by having implemented a 2020 Action Plan to be the Greenest City by then. Specific to Green Buildings, the Vancouver 2020 Action Plan has two targets: to require all buildings constructed from 2020 onward to be carbon neutral in operation and to reduce energy use and GHG emissions in existing buildings by 20% over 2007 levels. BC has also mandated that municipal building facilities over 500m2 seek LEED (Leadership in Energy and Environmental Design) accreditation. However, it appears that there is a move away from LEED with requests for proposals from government often not specifying the need for LEED accreditation, but requiring instead that the design follow LEED principles, which are not formally assessed. In the private sector, clients do want to be ‘green,’ but often do not know what this actually means. Also, the key issue is that there is conflict between capital cost and the whole life cycle cost benefit. Designers will drive sustainable design; however, at the end of the day, there has to be an economic benefit to being ‘green,’ and clients often want to see this in the initial capital costs. So, the question is how, as quantity surveyors, can we contribute to the sustainability debate? Simply, we have to be able to support and advise the client on the economic benefits of being sustainable, because lower costs and a return on investment are what it will take to convince them. Our ‘green’ costing advice can include the following: 1. Advising on the feasibility of renewable technologies such as photovoltaic panels through life cycle costing and payback analysis. 2. Life cycle option costing: providing discounted cash-flow analysis for different material choices and/or equipment. 3. Advising on the incremental cost increases for incorporating sustainable options.
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4. Advising on the cost of LEED credits and supporting clients in optimizing LEED credits for the lowest cost. 5. Providing the client with an embodied carbon assessment of their buildings, based on our cost plans/estimates. 6. Incorporating life cycle costs of components into the value engineering process. 7. Sustainable procurement: we can support clients in preparing tender documents for contractors which will place focus on their environmental performance in terms of on-site, in-house and supply chain requirements, as well as their consideration of airtightness of buildings and elimination of thermal bridging. We can also offer our client added-value in being able to advise on available financial incentives for incorporating sustainability, such the BC Power Smart Program for New Construction and the Fortis BC rebates for efficient boilers and lighting design. In conclusion, there is a direct link between sustainability and the services that quantity surveyors can offer. Other than from having a true concern for our environment, clients are likely to be swayed only by our proving that having a ‘green’ building’ works commercially and saves money.
About the author Angela Lai, FRICS, PQS, LEED AP O+M is the President of CIQS-BC, Vice Chair of RICSBC and presently with Turner & Townsend, a global construction cost consultancy, leading the loan monitoring service line for the Vancouver office. Angela has over 16 years’ experience in the construction and development industry spanning South Africa, the UK and Canada. Angela’s experience is diverse having worked as a cost manager, a management consultant and a loan monitor, and has specialist expertise in sustainability, life cycle and FM costing. Prior to immigrating to Canada, Angela was the Lead for Costing in Sustainability at Davis Langdon (now AECOM) in London (UK) supporting clients in making the link between mitigating environmental impacts and understanding the financial impacts of these decisions. In addition, she also teaches part-time at BCIT and sits on the Program Advisory Board for the Construction Management program.
Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 17
Gordon Pattison Award of Merit Congratulations to Mark Gardin, PQS(F), who was awarded the 2016 Gordon Pattison Award of Merit for extraordinary service to the CIQS. Clive Evans, Past President, presented Mark with his award at the President’s Dinner at the Old Mill Toronto on June 25, 2016.
Mark Gardin, PQS(F)
Mark is a Fellow of the Institute and has served for many years on both the Affiliate (Maritimes) and National Boards. He worked on numerous committees before and while being CIQS President. Mark Chaired the Staffing, Business & Long Range Plan and CPD committees. Mark was instrumental in restructuring the CIQS, which has proven to be a great success. He was an influential participant in the Information Session presented in Montreal to provide Designation Holders the knowledge required to make an informed decision on joining the new group in Quebec, or joining what would ultimately be the new CIQS - Quebec. He communicated with both CIQS supporters and non-supporters in a respectful manner. He recently served on the CIQS Membership Committee, assessing over 400 applications in a year. He is currently representing CIQS on the ICMS Committee.
CIQS - Maritimes stated that, “Mark became the spark and glue for the Maritime Affiliate for several years, serving at every executive position. He provided vision and continuous involvement, communication and a desire to see things through. Simultaneously, and during a period of great change and transition at CIQS Head Office, he took on challenging CIQS leadership roles. Undeterred, and with an air of well-founded confidence, Mark promotes and stresses to designers, governments and owners, the important role played by a PQS in contributing to the success of any project. Mark has conducted his time on both the national and affiliate Boards with diligence and skill. He is both admired and respected by his peers. CIQS and the Maritimes affiliate have been fortunate to be represented by such an outstanding professional on the provincial, national and international scene.
“Mark became the spark and glue for the Maritime Affiliate for several years, serving at every executive position.” Previous recipients of the Gordon Pattison Award of Merit in attendance at the President’s Dinner at the 2016 Congress were presented with new, improved medals, in recognition of their achievements. New medals will be mailed to those who were not in attendance.
L to R Back Row: Clark Campbell, Joe Rekab, Mark Russell, Ian Duncan, Mel Yungblut, Evan Stregger, Michael Bernier, David Lai, Graham Randall, Roy Lewis, Brian Treharne, Clive Evans, Guy Smith, George Evans. L to R Front Row: Joe Pendlebury, Colin Randall-Smith, Lois Metcalfe, Linn Marron-Marshall, Harland Lindsay.
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Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 19
3rd Annual
CIQS Congress
Recap
BEST PRACTICES for PROJECT DELIVERY – STRIVING for EXCELLENCE
June 24-26, 2016
The Old Mill Toronto • Toronto, Ontario
Technical Sessions By Arif Ghaffur
The Technical Sessions were well attended and started with the introduction of the session moderators by past CIQS national presidents Joe Pendlebury and Ian Duncan. The moderators were also past CIQS national presidents George Evans, Harland Lindsay, Linn Marron-Marshall and Guy Smith. The moderators set the tone for presentations by eight individual speakers who were senior industry professionals sharing their experience and subject matter expertise in topics extending from the financing of projects, budgeting, cost control, project execution and contract documents/issue management. Presentations were followed by lively moderated panel discussions. In engaging discussions, attendees asked topical questions on best practice and themselves shared their experiences. In between the morning and afternoon sessions, the lunch time program had over 140 attendees. This session included a thoroughly engaging presentation by the keynote lunchtime speaker Mark Bowden, who shared his expertise of non-verbal communication. Overall, the Technical Sessions provided an excellent platform for learning, exchange of knowledge and networking and of course CPD points/hours! 20 | CONSTRUCTION ECONOMIST | www.ciqs.org | Summer 2016
Best Practices for Project Delivery Striving for Excellence – Presentation Topics • The process and components for Establishing a Business Case to allow a Project to be deemed viable • Considerations, Mechanisms and Sources for Obtaining Timely and Appropriate Project Financing • The Process of Establishing and Updating the Project Budget • The Cost Control Process During the Construction Stage • Key Components of Developing a Project Execution Plan and How This Interacts with Other plans • Project Case Study of a Successful Landmark • How to Ensure Completeness of Contract Documents • Various Issues that Occur During the Life of a Project and the Approaches to Issue Management
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“The Technical Sessions allowed me to explore best practice and exchange knowledge on how we can all enhance the profession of Quantity Surveying.” Darren Cash, Guest Speaker “Moderating a Technical Session allowed me to connect with those willing to share their experiences and it was great to see the audience’s participation in topical issues.” Linn Marron-Marshall, Moderator “It is refreshing to see professional bodies such as the CIQS, engaged in the professional development of its members. I thoroughly enjoyed presenting to your attendees.” Mark Bowden, Guest Keynote Speaker “I had the pleasure to see and hear others present and then add my own experiences in the moderated panel discussions – congratulations to the CIQS on a wonderful event.” Clarel-David Flavien, Guest Panellist
Information Session By Sheila Lennon
On Friday, June 24, 2016 following a day of technical sessions, the CIQS held an Information Session for Designation Holders. A year in review was presented by the Board of Directors that highlighted events and accomplishments of the Affiliates and various committees. The financial report for the year was presented as well as a Registrar’s report. Designation Holders had the opportunity to ask questions and provide comments throughout the session. After Board and Committee reports, PQS and CEC diplomas were presented to those who were in attendance at the
Eric Racine receiving the award from David Lai
session. The Graham Randall Award was presented to Mike Watkinson, CEC and the Buster Vermeulen Memorial Award was presented to Eric Racine, PQS. Geng Cao, CEC recipient of the Frank Helyar Memorial Award was unable to attend Congress. His award was presented at an earlier date by Wendy Hobbs, PQS. Congratulations to all! At the end of the session, Craig Bye, PQS(F) was presented with the gavel plaque as outgoing President of CIQS. Matt Weber, PQS(F) was then presented with the President’s medal by Craig as the new CIQS President for 2016-2018.
Mike Watkinson receiving the award from Graham Randall
Craig Bye receiving a plaque from Matt Weber
Cocktail Reception By Sheri Thompson
What a fantastic way to unwind after a full day of technical sessions. Guild Hall with its amazing patio overlooking the Old Mill’s beautiful private gardens provided the perfect setting for our cocktail reception. Combined with some of this year’s most gorgeous weather and an incredible jazz trio, the evening was
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perfect for a relaxing time to socialize with colleagues, as well as old and new friends. With the imminent retirement of Lois Metcalfe, the cocktail reception also provided a casual setting in which to share stories and best wishes for many wonderful years to come, and to express thanks on an individual level. Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 21
3rd Annual CIQS Congress
Recap
President’s Dinner/ Lois Metcalfe’s Retirement Celebration By Lenny Simonelli Plans for the 2016 CIQS Congress were initially made in March 2015, at which time an Organizing Committee was established and headed up by Mr. Chris Court. When it was confirmed this Congress would be held in Toronto, it was also confirmed that the Saturday evening President’s Dinner would double as Lois Metcalfe’s retirement celebration. When this happened, Lois asked me if I would organize her party, which I agreed to do on the spot. Little did any of us know at that time it would also entail my rookie experience as Master of Ceremony! If I can be completely truthful, even though I agreed without hesitation, I was very apprehensive in accepting this responsibility because I did not want to make such a huge investment. At first, it was the investment of my time that I was not willing to make. Running a business and having a young family is more than a full-time job and yet another responsibility was not something I was very pleased to have added to my plate. But as the months and weeks and days drew closer to the event, I realized it was not so much my time that was the main issue; it was the emotional investment that I did not want to make.
The Metcalfe Family
Lois and I have spent a tremendous amount of time together in the 13 years we have known each other. We have worked on many CIQS events, which obviously requires a significant time commitment and during that time, I have developed a great fondness for this lady. During these 13 years and during Lois’s 38 year tenure, she has always been the “focal point of the Institute” – any time we needed something, we simply called Lois. Lois knew everything. Lois always made herself available. Lois treated you like you were the only person alive at the moment she was dealing with you. As of Monday, June 27, 2016, Lois no longer knows everything, because she is not there to answer my questions. Lois is no longer able to make herself available because she is probably sleeping in next to Gord – much to his delight! Lois is no longer in a position to treat me like I am the only person alive at that moment, because after 38 years, she is finally able to dedicate more time to herself and her grandchildren (as her son, Ryan, offered!) – and it is truly justified! I truly believe that every employee is replaceable, no matter what value they bring to an organization. But not every person is replaceable – certainly not Lois Metcalfe. There most definitely will be a void in her absence in the short term. And just as it may be for parents of grown children who marry, it is a very exciting time but, when the night is over and all the guests have left, you suddenly realize your precious child is not there any longer…the same can now be said of Lois as her career with CIQS comes to an end. Lois, my sincere hope is that our celebrations and heartfelt efforts for that evening and weekend forge a lasting memory that will make you fondly remember the feelings and emotions from that night and cause you to smile and shed a tear when you think upon it in the years to come! Thank you very kindly to the Organizing Committee for allowing me the opportunity and especially to Lois Metcalfe who entrusted me to share with her, even a little, in this special celebration. Congratulations, Lois, on your welldeserved retirement and God bless you and your family! “The achievements of an organization are the results of the combined effort of each individual.” – Vince Lombardi
L “ ois knew everything. Lois always made herself available. Lois treated you like you were the only person alive at the moment she was dealing with you.” 22 | CONSTRUCTION ECONOMIST | www.ciqs.org | Summer 2016
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Congress photos
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3rd Annual CIQS Congress
CIQS Past Presidents
L to R Back Row: Mark Gardin, Clark Campbell, George Evans, Craig Bye, Mark Russell, Dave Burns, Roy Lewis, Guy Smith, Ian Duncan, Joe Rekab, Wayne Fitzpatrick, Brian Treharne, Joe Pendlebury, Evan Stregger, Brian Featherstone. L to R Front Row: Clive Evans, Jim Rae (founding member), Lois Metcalfe, Linn Marron-Marshall and Harland Lindsay.
2016 Clive Evans Living Golf Tournament By Chris Court, PQS(F)
We could not have had better weather for this year’s 2016 Clive Evans Living Golf Tournament which was hosted at the Royal Woodbine Golf Club in Toronto. As in previous years, we had the typical attendance of around 20 golfers and we were arranged in foursomes. I have not golfed this course since the last time it was hosted during the 50th anniversary of CIQS but I was amazed at how many airplanes were taking off, felt like one was leaving every two minutes from Pearson Airport. Despite the distraction of the airplanes during our round, our foursome was able to finish the round in 4 ½ hours. I think comically that I should have won the award for most golf balls lost, I think I lost approximately 12 balls. After our round of golf, we were treated to a BBQ lunch comprising of a burger, sausage or chicken breast accompanied with a salad and a bag of chips. Everyone was given a prize for attending the tournament and below is the list of the major winners:
• The tournament winner with the lowest gross score: (77): Alex Duncan • Closest to the pin men: Michael Watkinson • Closest to the pin women: Susan Neil • Longest drive men: Michael Watkinson • Longest drive women: Susan Neil Thanks to everyone that was able to attend this event and thank you to TD and Hanscomb for donating golf balls for everyone.
L to R: Wayne Fitzpatrick, Gord Metcalfe, Clive Evans and Chris Court
Farewell breakfast By Sheila Lennon
On Sunday morning after a fun-filled evening at the President’s Dinner/Lois Retirement Party, guests staying at the Old Mill were treated to a lovely hot breakfast and an opportunity to say farewell to new and old friends, and of course a final hug from
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Lois before she retired. Delegates departed the breakfast and started their journey home. Thank you to all who attended and supported the 2016 CIQS Congress!
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Thank you to all Sponsors of the 2016 CIQS Congress Platinum Sponsors
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Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 25
Professional Sustainability Corner
It’s only words…right?
The importance of Transactional Analysis
Craig Woodall
While the exact number is debatable, there are approximately 250,000 words in the English language. With all of that choice you would expect that the human race would have perfected the art of communication to the point where we can always get our point across, in an eloquent fashion that leaves no room for confusion or misinterpretation. In reality, after 500,000 years of practice we still make basic mistakes on a regular basis. The reason that we make these mistakes is that effective communication is so much more than just the words that we choose. Communication - why sometimes it is not as effective as we think Our ability to communicate is what sets us apart from all other living things on the planet. At the same time, our inability to communicate effectively sets us apart. Looking back in history, most conflicts and disasters that have occurred share one common trait poor communication. Communication is important, you all know this so this article will not focus on that, instead it will focus on some of the common mistakes that we make on a regular basis and that we can fix easily, with a little bit of self-awareness. Transactional Analysis I am sure that you have all heard the statistics that state that the effectiveness of communication is 7% words, 38% tone and 55% body language. I believe there is an element missing and that is ego, our emotional state in the midst of the communication. You can attend courses that will teach you some tricks so that you can modify your tone and body language, the idea being that this improves the overall communication. While this is true to a certain extent, I believe that you have to be a very good ‘actor’ to get away with this. There is only one thing worse than a poor communicator, and that is an insincere communicator, and that is the risk you run if you concentrate on covering up the fact that you either do not believe, or are not interested, in what you are saying. Transactional
Analysis takes this to a deeper level, a level where we consider our ego state as we engage in any form of communication, either verbal or written. This work was pioneered by Dr. Eric Berne in the 1950s; he identified three ‘ego states’ that we all fall into - parent, adult and child. These ego states should not be confused with the typical definitions of these words; they do not relate to our social status or age. They actually refer to the mindset that we are in at any given moment. The three ego states can be defined as: • Parent: This state is based on ‘taught’ concepts. During our formative years (up to age seven) we are taught beliefs, rules and values by others, mostly our parent figures. We do not question these concepts but absorb them unconditionally. The Parent ego state can further be categorized as either a ‘Nurturing Parent’ or a ‘Critical Parent.’ The nurturing parent can be loving, caring, comforting and at times rescuing. The critical parent on the other hand can be judging, disciplining, critical and also teaching. • Adult: This state is the most rational and logical state. It is the state in which we process and analyze data, before coming to unemotional and reasoned conclusions. This is the state that we all like to think we live in most of the time; unfortunately, that is not the case. The adult state is based on ‘thought’ concepts. • Child: The child state is based on feelings and emotions. Similar to the
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parent state there are variations, there is the Compliant Child, Rebellious Child and the Free Child. The compliant child will be obedient, cooperative and dependent. The Rebellious Child on the other hand will be argumentative, intolerant and resistant. The Free Child will be creative, fun, honest and non-judgmental. Now that we have a basic understanding of the various ego states, let’s consider how they interact with one another. Remember that the ego state has nothing to do with age or social position, it is a mindset and can change multiple times during just a simple conversation. Let us consider a simple conversation as an example: • Bob: Can you tell me what the time is please? (Adult) • Sarah: It’s 2:45pm. (Adult) • Bob: Thanks. (Adult) This is a simple example of two people remaining in an adult to adult ego state. Now let us see how the conversation could have gone: • Bob: Can you tell me the time please? (Adult) • Sarah: Where’s your watch? (Critical Parent) • Bob: The stupid health and safety policies in this place mean I cannot wear my watch! (Rebellious Child) • Sarah: But you have a phone don’t you? (Critical Parent) And so on… This may seem like a trivial example but how often, in the work place, at To return to Table of Contents CLICK HERE
Next time you are in a difficult conversation, take a pause and respond as an adult – logical, reasoned and calm. home, and in social settings, do we respond from an inappropriate ego state? The trick with ego states is that as long as the communication channel is at the same level then the communication will be effective, a complementary transaction. A free child engaging with another free child will not be a problem. When a person’s response comes from a different state than that of the initial communicator, (as in the example above), problems tend to occur. Dr. Berne refers to this as a crossed transaction.
Transactional Analysis has many more aspects but rather than dedicating this entire article to it, I suggest that you research the work of Dr. Berne. There are many great books on the topic. Next time you are in a difficult conversation, take a pause and respond as an adult – logical, reasoned and calm. In my personal experience, if you remain in an adult state, the other party in the conversation has no choice but to start behaving in an adult state. It sometimes takes a couple of exchanges but they will get there.
Complimentary Transaction
Quality vs Acceptance A common mistake we often make is that we focus too much attention on getting the perfect words or greatest presentation, and we completely miss the fact that our audience is not accepting our message. This is the reason we will spend an entire day in a boardroom with our leadership team wordsmithing our Vision Statement so we all agree it is perfect. We then put the new Vision Statement on our website and on cards at everyone’s desk and assume that they understand it. Acceptance of the message is just as critical, if not more so, than the quality of the delivery. In the book Too Many Bosses, Too Few Leaders by Rajeev Peshawaria, he captures the essence of the problem using the following simple formula:
Parent
Parent
(1) Adult
Adult (2)
Child
Child
Crossed Transaction Parent
Parent
(1) Adult
Adult (2)
Child
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Child
QxA=E Where Q is the quality of a decision or communication, A is the wide spread acceptance of that decision or communication and, as a result, E is the overall effectiveness. We typically spend the majority of our time working on the Quality, perfecting PowerPoints, presentations and the wording in our communications. If we spent a little more time on understanding if the message is being accepted or why it is not being
understood, then our communication can be way more effective. Look at the two examples below: Increasing Q 7 x 3 = 21 8 x 3 = 24 9 x 3 = 27 10 x 3 = 30
Increasing A 7 x 3 = 21 7 x 4 = 28 7 x 5 = 35 7 x 6 = 42
From the above, you can clearly see that where you are struggling with a low acceptance (which is the case in almost all change initiatives), focusing on Acceptance rather than Quality pays off. It seems logical now but, in reality, our egos often get in the way. It’s much easier to sit in the safety of our office and re-write a PowerPoint or speech than it is to go out and engage with people, understand their concerns, and coach them to the point where they are more likely to accept the communication or idea. To do the latter requires a leader that can demonstrate vulnerability and humility. Damaging conversations Probably the most damaging communication that we have on a daily basis is with none other than ourselves. We talk to ourselves in a way that would be totally unacceptable if it was aimed at anyone else. We put ourselves down, convince ourselves that we are not worthy, and talk ourselves into failure. I think it is impossible to cut this out completely, unless maybe you are a Buddhist monk, but we can certainly get more self-awareness and step back and listen to our inner conversations. Next time you hear yourself telling yourself something negative, give your head a shake, smile and recognize that you just caught yourself. You will not get it every time, but you can start practicing right now.
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The single biggest problem with communication is the illusion that it has taken place.
George Bernard Shaw Playwright, critic and polemicist
Illusion of communication One of my favourite quotes is from George Bernard Shaw when he said, “The single biggest problem with communication is the illusion that it has taken place.” In my experience, this sums up the challenge that we all face on a daily basis. We assume that just because we have said something, then everyone else must have heard it. Sometimes it is worse: we assume that, just because we are thinking something, everyone else must be thinking the same thing. I have met
many great leaders but have yet to meet one that has mastered telepathy! It is therefore critical that we constantly check to see what message was heard because it probably was not the one that we think we delivered. It goes back to acceptance, rather than quality. This is as important at home as it is in the workplace. The concepts that we have touched on here are as valid for face-to-face verbal communication, as well as for written form. In some ways, it is more important in written communications to
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remain adult – to focus on acceptance – as the ability to correct, interpret or modify the message is very limited. In conclusion, as you can see, talking is easy, communicating is an art. The most effective leaders have mastered the art and it is one of the key factors that make them stand out.
About the author Craig Woodall is the President and Owner of Byng Leadership Inc. He has over 25 years of experience leading teams, projects, organizations and individuals. His passion is Leadership Development, helping people and organizations grow by maximizing their leadership potential.
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2016 PAQS Report The 20th Annual PAQS Congress was held in Christchurch, New Zealand on May 20-24, 2016 with approximately 400 delegates and was strongly supported by as many as 150 participants from NZIQS (New Zealand). PAQS comprises professional quantity surveying members from China, Japan, Hong Kong, Malaysia, Singapore, Australia, Canada, South Africa, Brunei, Sri Lanka, Fiji and New Zealand, with associate members from Philippines and Indonesia. This year, KIQS from South Korea joined the ranks of associate members. Ian Duncan was this year’s PAQS Chair, with Mark Russell being PAQS Secretary. CIQS representatives included Matt Weber, Angela Lai and Dave Burns. The theme for the Congress was Building for the Future – A Global Dilemma. The Congress explored the new and innovative building construction structures and techniques that are being used, not only in Christchurch but worldwide, as the increase in devastating world weather events causes the construction community to rethink the way buildings are constructed and to address the need to reduce cost escalations and construction time frames. After a sequence of large earthquakes during 2010 and 2011 which had devastating effects on both the community and the city itself, Christchurch is re-emerging as a vibrant and ever-changing city. The earthquakes have provided an unprecedented opportunity to rethink, revitalize and renew. With the city in the midst of being reimagined, it made it a particularly relevant and timely host destination for PAQS 2016. The NZIQS did a fabulous job in its section of speakers, site tours and seminars focusing on the devastation and continued challenges surrounding the reconstruction of the city. I know it gave everyone food for thought about climate change and building sustainably – especially those of us outwest on the Pacific Ring of Fire. CLICK HERE to return to Table of Contents
By Ian Duncan, PQS(F)
Committees CIQS was represented on the Research, Sustainability, BIM and Accreditation & Education committees. For more details on these committees, please contact CIQS at info@ciqs.org
Next Congress The 21st Annual PAQS Congress will be held in Vancouver, BC, July 21–25, 2017. Visit www.paqs2017.com for information and sponsorship opportunities.
ICMS There was a presentation by Julian Sullivan from RICS to the Board, to update the progress of the Coalition and its goals. A second presentation was delivered to the general Congress with the same objective and to allow delegates to raise any questions they might have. There were few questions, but there was an impression of overall support of the Coalition.
Conclusion NZIQS exhibited a slightly different format and content from previous congresses I have attended, mostly positive in that the technical sessions were less academically oriented, and there was a more general focus on the theme of the Congress. I know we all found it well worth the long hours spent in the air getting there.
Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 29
Aspiring Professionals Corner
ASPIRING PROFESSIONAL QUANTITY SURVEYOR
MIKE WATKINSON, CEC
Associate (Electrical), A.W. Hooker Associates Ltd.
Life does not get better by chance, it gets better by change. – Jim Rohn
M
y journey into the construction industry has been somewhat unconventional. After graduating from high school, I struggled to make a decision on my career path. I toyed with following in my father’s footsteps by pursuing firefighting. I acquired certificates, took night classes and spent a lot of time at the gym, all while working different jobs with varying levels of enjoyment. I also played golf. A lot of golf. So much so, a friend suggested that I look into becoming a golf professional. It is important to clarify, golf professionals are the men and ladies that teach the game; whereas, professional golfers are the men and ladies you watch on TV (think Tiger Woods). I enjoyed a couple of years in that industry, but realized quickly it was not how I wanted to spend the rest of my working life. During an off season from the club, I was offered a position with an
independent start-up company. I accepted the offer, knowing that it would only be for the short term, as I figured out my next career step - or so I thought! I spent the next six years working for the company in a Sales and Service role. It was during this time that I received an introduction to business practices. I had the good fortune of meeting many people from many walks of life, including business owners, politicians and your everyday people trying to take care of their families. During this time, I developed the most important skill anyone can develop, communication. To borrow a quote from entrepreneur and author Brian Tracy, “Your ability to communicate with others will account for fully 85% of your success in your business and in your life.” I learned how to talk to professionals, how to read people and how to adapt myself to a variety of different circumstances. I learned that public speaking was not the worst thing in the world. I learned how to take
QS Online Cost Consultants Inc. Halifax, Nova Scotia p. 902 405-1504 halifax@qsonlinecostconsultants.com www.qsonlinecostconsultants.com
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a difficult situation and turn it into something manageable for all parties involved. It may not have been six years of a formal education, but the mentoring I received during that time was invaluable for my future. After all, up to that point the only skill I had was hitting a golf ball. It is now 2010, I just turned 30, and the 2008 recession had downsized the company I was working for. What do I do now? Go back to school? Frightening thought. Perhaps I could. I had been considering going back to school for some time. It turned out to be one of the hardest decisions of my life. I knew it was a now-or-never moment, so I stepped off the ledge and enrolled. I would love to say I handled it with courage, remained positive, kept my chin up and was excited by what the future would hold. However, I cannot say that at all. The process was so much more difficult than I had anticipated. Not the schooling itself, I enjoyed that part. It was the fact that I was hitting the reset button on my life. The fear of the unknown, fear of the future, unsure if this move would amount to anything positive down the road. Why would I go down this path at this stage of my life? Why not just accept one of the other job opportunities I had and move on? Why take on the risk and expense? Self-doubt and anxiety consumed me. Fast forward to January 2013, I have just graduated from the Electrical Engineering Technology Program at Niagara College. Now what do I do? To return to Table of Contents CLICK HERE
I decided early on that this industry is where I wanted to stay. It was challenging, cerebral, directly related to my new education and certainly unlike anything I have done to date. What career am I going to pursue? My intent was to go back into sales and service, mostly because I enjoy being around people. So that is exactly what I did. I set out on a quest to join the technical sales world again. I had opportunities thrown my way, some good ones, some not. I was then approached by a friend regarding an opening at the company where he was currently working. After a few hours of listening to his pitch, I decided to give it a shot. I believe his words were, “It’s like doing homework, but this time you get paid.” As a recent graduate, how could I argue with that logic? I began my construction career at A.W. Hooker Associates in March of 2013 as an Electrical Quantity Surveyor. As with most new gigs it was a whirlwind at first, but I really enjoyed the work and the people. I decided early on that this industry is where I wanted to stay. It was challenging, cerebral, directly related to my new education and certainly unlike anything I have done to date. It is safe to say I was
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hooked from the beginning. If going back to school was the best decision I ever made, then taking this job and entering this industry was the second. I joined the CIQS as an associate a short time later, began submitting my diaries and started taking the classes required for a CEC designation. That designation arrived in December 2015, along with the news that I was the recipient of the inaugural Graham Randall award for achieving the highest score in subject C303; Bidding and Pricing Procedures. I met Mr. Randall for the first time in person at the CIQS Ontario AGM in May. He and I exchanged pleasantries for the award and debated on who truly deserves the honour. In fairness, I merely scored well on a single exam; whereas, he has given years of service to the CIQS to earn his name on the award. Congratulations once again Mr. Randall, it is a welldeserved acknowledgment. My hope is to acquire PQS standing by this time next year. There are a few more courses I need to complete
in order to meet the necessary requirements. I recently decided to become more involved with the CIQS, something I have been meaning to do for months. As of late spring, I was appointed as a chapter representative and I am looking forward to serving over the next year. Thank you Craig Bye and Sheri Thompson for giving me the encouragement I needed to become more involved. Throughout my twenties, the trait I admired most in professional people was their ability to extract and absorb as much as possible from their careers. It was not ‘just a job’ to them. They were involved in industry committees, attended client events and social engagements and built good relationships with both co-workers and clients. I recall one business owner saying to me, “If you have to work, you might as well make the most of it.” I am excited that I found an industry that presents me with that opportunity, even if it took me a little longer than most to find.
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Education Corner
Potential change to exam frequency 1. The CIQS Examinations: ➤ The May 2016 examination session was completed and the answer papers are being marked. ➤ Registration for the November 2016 examination session is on-going, and I encourage those members who are thinking about taking the examinations to register early, to take advantage of the lower, early-registration fees. ➤ At the last meeting, the CIQS Board discussed the possibility of offering its examinations more than twice each year. Prior to 2009, the examinations were offered only in May of each year. Since then, we have been offering them twice each year, (May and November). It appears that we are at the point where we will need to increase the frequency of the examinations. I will be researching this as well as other delivery methods. 2. College Accreditation and Review of the CIQS Syllabus: ➤ This year, we will be continuing our review of the various college programs, both full-time and continuing education. ➤ We are also hoping to review the CIQS syllabus. 3. Membership Assessment: ➤ At the 2016 CIQS Congress, I was asked to provide a breakdown of the number of new membership applicants who became members of CIQS. ➤ For the period of April 1, 2015 to March 31, 2016 a total of 502 new membership applications were reviewed.
David Lai, PQS(F)
Ninety-seven applications were for student membership. Since this is a non-paying membership category, this number was not included in our calculations below. ➤ Of the remaining 405 applications: • 267 (66%) became members of the CIQS; • 66 (16%) have not yet accepted our assessments or have yet to provide supporting documents; and • 72 (18%) have declined our assessments, withdrawn their applications or failed to provide supporting documents within a reasonable time. ➤ A further breakdown of the 267 who became members shows that 38 became PQS, 76 became CEC and 153 became Associates. ➤ In addition, there were several members who had queries regarding their membership and asked for re-assessments. All of these cases were resolved. 4. Reciprocity Agreements: ➤ We will be reviewing our current reciprocity agreements with our PAQS members. These agreements have expired and we are aiming to have updated ones that for signing at the 2017 PAQS Congress in Vancouver. ➤ The Board has agreed to look into a reciprocity agreement with the Jamaican Institute of Quantity Surveyors (JIQS). A review will be submitted at the next Board meeting in September 2016.
Congratulations to the following “Designation Holders” who have qualified as a PQS or CEC (including reinstatements): CIQS – British Columbia Ian Corrigan, PQS Mark Dagsvik, CEC Richard Davies, CEC Dennis Hodkinson, CEC Marcin Szenowicz, PQS CIQS – Members at Large Baby Alvarade, CEC Ankur Anil, PQS Najeeb Atham Lebbe, PQS Emile Cloete, CEC Mohamed Elboghdadi, CEC Bothalage Fernando, CEC Odiase Joshua O. Ikubor, PQS Ardhanari Krishnamoorthy, CEC Chi On Lau, PQS Kong Tat Wong, PQS Kalaiarasan Vinasithamby, PQS
CIQS – Ontario Walied Abdeldayem, CEC Tamunoteim Ajibola, PQS Faris Aldwiekat, CEC Samuel Aniagyei, CEC Eric Brading, PQS Nick Charlton, CEC Giuliano D’angelo, PQS Rizgar Hassan, CEC Andy Horton, CEC Krishnakant Kawlay, PQS Hiraj Mendis, CEC Greg Nichol, CEC Andrei Pachkalov, PQS Manojkumar Patel, PQS Bryan Pfister-Watt, PQS Dominique Poulin-Tan, PQS Eric Racine, PQS Chinnadurai Ramachandran, PQS
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Amir Sadri, PQS Tyler Sicotte, PQS Ryan Smit, PQS Amir Soleimani, PQS Parama Tirvassen, PQS Amandeep Walia, CEC Jun Wang, PQS Jordan Zekveld, PQS CIQS – Prairies and NWT Andreo Abejero, CEC Arsenio Amo, CEC Albert Allan Antolin, CEC Mahmoud Bader, PQS Richard Benson, CEC Jeffrey Cameron, CEC Geng Cao, CEC Irene Dela Rosa, CEC Roche de Luna, CEC
Emumaro Henry Ibi, PQS Aftab Jessa, CEC Sudhir Kumar Jha, CEC Andrew Maxwell, CEC Hillary Meju, CEC Carlos Navarrete, CEC David Reed, CEC Ketan Shah, CEC Kirtikumar Shah, CEC Bogdan Strafalogea, CEC Francis Thaddaues, CEC Jaime Valencia, CEC CIQS – Quebec David Desroches, CEC Caroline Dion, PQS Rodel Sigue, CEC Remy Vignau, PQS
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CACQS, RICS and CIQS sign memorandum pledging cooperation
Agreement would facilitate joint efforts in numerous areas Three organizations integral to quantity surveying in Canada have agreed to collaborate in a number of areas on projects of mutual interest. The Canadian Institute of Quantity Surveyors (CIQS), which certifies quantity surveyors and construction estimators in Canada; the Canadian Association of Consulting Quantity Surveyors (CACQS), which represents member firms; and the Royal Institution of Chartered Surveyors (RICS), which develops standards and regulates the profession, recently signed a memorandum of understanding (MOU) representing their shared commitment to the quantity surveying profession in Canada. Under the MOU, the three organizations agreed to: • Encourage a positive environment within which they can work collaboratively; • Provide a basis for joint action in priority areas of common interest, such as continuing professional development, education, member services, professional services; and • Provide a mechanism at a senior level for continuing dialogue among RICS, CIQS, and CACQS. The specific areas in which the three groups seek to collaborate include ensuring the competency of quantity surveyors; providing opportunities for them to expand their skills; boosting recognition of the profession; actively considering opportunities to co-develop, co-brand and sell training, educational products, standards and guidelines and jointly developing events.
Neil Shah, Americas managing director for RICS, stated, “RICS, CACQS and CIQS share a number of important interests related to the quantity surveying profession in Canada. RICS is looking forward to lending its expertise in regulation and standards under this MOU, and excited to be collaborating with these two organizations that are integral to the profession and its members.” Alan Hand, chair of CACQS and senior partner at AW Hooker added, “CACQS is delighted to enter into this MOU as we expand our cross-Canada initiative to advance the consulting quantity surveyor profession in Canada that provides valueadded services to our client groups and industry partners.” Craig Bye, chair of CIQS and director with Hanscomb, Limited said, “Since our formation in 1959, the CIQS has continued to engage with recognized professional bodies such as the RICS, and this MOU confirms our joint commitment to work not only with members but also the member firms such as those represented by the CACQS.” Arif Ghaffur, editor of the Construction Economist (a CIQS publication), board member of both CACQS and RICS in Canada, and president of Lakeland Consulting, further added, “In bringing together these three key professional bodies, this MOU signals our continuing efforts to ensure that we all work together for the betterment of the quantity surveying profession in Canada.”
Arthur W. Hooker, PQS(F)
Allan Joyce, PQS
1931-2016 (CIQS Certificate # 159)
1931-2016 (CIQS Certificate # 321)
It is with great sadness we announce the June 8 passing of Arthur W. Hooker, 6th CIQS President 1965-66. Arthur joined the CIQS in 1960 and was proud that he was one of the first, Canadian-trained quantity surveyors. He was Chairman of the Montreal Chapter in the early 60s and first arrived on national Council in 1964. Robert Liptrap, CIQS President in 1965, wrote in a letter to Arthur when he was elected Vice President, “Your character, ability and energy stand very high in the Montreal area and I trust that our joint efforts in the 1964/65 season will help to reflect continued progress in the growth of the Institute in all its aspects.” Arthur served the CIQS and CIQS - Ontario for many years in various roles earning him the designation of Fellow in 1980 and the prestigious Gordon Pattison Award of Merit in 1981. Founder of A.W. Hooker Associates Ltd, Arthur was the beloved husband of the late Terry Jane (T.J.) and was much loved and admired by his family and friends. Arthur was a true gentleman who touched the lives of all who knew him. CLICK HERE to return to Table of Contents
We are saddened to announce the passing of Allan Joyce of Burnaby, BC on May 11. Allan immigrated to Canada in 1954. He worked as a Quantity Surveyor for Laing Construction before founding Edinburgh Estimating Services. Allan was Chairman of the Vancouver Chapter in 1966. In a 1966 letter to CIQS President, Arthur Hooker, Allan wrote, “Our Chapter hopes to keep rolling and although we do have much work ahead, we can look forward to a successful year with a stimulating programme. We hope for increased membership, better education and, above all, more recognition in the construction industry.” Allan and the Vancouver Chapter organized courses at BCIT to ‘broaden the knowledge of all who earn their livelihood in the construction industry’ in the late 60s. Allan was the beloved husband of Jean and will be missed by his family and friends. Allan’s personal character was described as extraordinary; someone you could count on without hesitation. Summer 2016 | www.ciqs.org | CONSTRUCTION ECONOMIST | 33
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