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 Mum/Dad/Oupa/Oom Coen
 Church
 School
 Army
Values
 Respect
 Cultural Acceptance
 Treat people as you want to be
 Work ethic
 Think outside the squire
 Team work
 High school standard 10
 Food and Beverage Management Diploma
 Bachelor in Applied Management
Additional learning
 NZIM Project Management
 Health and Safety – Contractor Management
 Building Controls Administration
 Food Cost
 Customer Service
 Staff morale
 Ongoing training
 Managing Stakeholders
 Team Work
 Thinking on your feet
 Investing in knowledge
 Creating tomorrow’s skills
 Opportunity
 Managing people responsibly
 People First
 Autonomy
Montour
 Russell McElvey
 Reynar Grenseman
 Catering Solutions for Business Performance
 Only Fedics have 40 years of experience of
catering to all segments across society.
 We bring all this experience to bear through
our industry segment solutions that all go
beyond catering.
 Our segment based solutions, delivered by
highly trained professionals deliver best value
quality catering solutions that meet exact
needs
 Staff training
 Rosters
 Menu planning
 Leave rotation
 Meetings
 Stakeholder management
 Stock rotation
 Budget
 Problem solving
On the way to Katse the road passes the
intake tower near Ha Lejone from where
the crystal-clear water starts its long
journey, at 18 cubic metres per second,
encased in the 82-kilometre tunnel through
basalt, sandstone and under six rivers, and
through turbines at Muela.
What I have learned
“A good leader develops the competence and
commitment of their people so they’re self-
motivated rather than dependent on others
for direction and guidance” (Hersey)
Maturity Level Most Appropriate Leadership Style
M1: Low maturity S1: Telling/directing
M2: Medium maturity, limited skills S2: Selling/coaching
M3: Medium maturity, higher skills
but lacking confidence
S3: Participating/supporting
M4: High maturity S4: Delegating
 Employment hostel manager Norwich , England
1yr
 Dive Master South Africa 6 Months
 Chef/cook/dishwasher Tip-Top Dunedin 18mths
 Tenancy Management
 Property management
 Needs assessment and allocation of housing
 Secondments into Service Manager – Dunedin 6
months and Wellington 3 months
 Internal Audit throughout NZ
Pact provides support for about 800 people
with intellectual or other disabilities or those
recovering from mental illness and employs
more than 300 staff, providing services in the
West Coast, Otago and Southland
Social enterprise
 What do you know about chickens and market
gardens?
Brief
Research
Plan
Business
Case
Execute
“Project management is the discipline of
planning, organizing, motivating, and
controlling resources to achieve specific
goals. A project is a temporary endeavour
with a defined beginning and end (usually
time-constrained, and often constrained by
funding or deliverables), undertaken to meet
unique goals and objectives, typically to bring
about beneficial change or added value”
Key responsibilities
 Develop P&P
 Provide view of condition of property
 Arrange planned maintenance
 Develop maintenance expenditure tracking
 Contract management
 Project management
Sustainability
What did I learn?
Patience
Tolerance
Everyone isn’t always on the same page
but getting there is
Why conflicts occur?
Good planning
Knowledge is key
Born from the lack of Social Housing
for people with high needs support to
transition into independence
Key responsibilities
 Establish New trust Policy & Procedures
 Internal & External stakeholders
 Redevelopment
 Project Management
 Standard letters
 Tenancy management
How I dealt with the challenges
 Utilised directive control processes
 Workshops and training
 Brainstorms
 Inquisitive questioning (always
asking why and why not)
 Consultation
 Always kept the bigger picture in
mind
 Focussed on the assignment and
outcomes
What did I bring?
 A detailed knowledge of the problem
 Perseverance
 A can do attitude
 Discipline
 Leadership
 A good work ethic
What did I learn?
 Planning
 Listening
 Right attitude
 Persuasion
 2014 took over Fleet Management roll – 143 cars
& vans 2015 added another 43 from a company
we purchased in Wellington
1. Planning to upgrade fleet with modern fuel
efficient
2. Tracking fuel consumption
3. GPS monitoring
4. Setting Budget
Fleet Management
1. Over 12 months managed to save $81 000
on fuel alone by purchasing better fuel efficient
cars – this amount keeps increasing as we
steadily change the fleet
1. Negotiated better bulk buying pricing from Kia
and Mitsubishi (after tender)
 Staff Management
 Project Management
 Property Management
 Negotiation
 Client Management
 Fleet Management
 Tenancy management

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Work

  • 1.
  • 2.  Mum/Dad/Oupa/Oom Coen  Church  School  Army Values  Respect  Cultural Acceptance  Treat people as you want to be  Work ethic  Think outside the squire  Team work
  • 3.  High school standard 10  Food and Beverage Management Diploma  Bachelor in Applied Management Additional learning  NZIM Project Management  Health and Safety – Contractor Management  Building Controls Administration
  • 4.
  • 5.  Food Cost  Customer Service  Staff morale  Ongoing training  Managing Stakeholders  Team Work  Thinking on your feet
  • 6.  Investing in knowledge  Creating tomorrow’s skills  Opportunity  Managing people responsibly  People First  Autonomy Montour  Russell McElvey  Reynar Grenseman
  • 7.  Catering Solutions for Business Performance  Only Fedics have 40 years of experience of catering to all segments across society.  We bring all this experience to bear through our industry segment solutions that all go beyond catering.  Our segment based solutions, delivered by highly trained professionals deliver best value quality catering solutions that meet exact needs
  • 8.  Staff training  Rosters  Menu planning  Leave rotation  Meetings  Stakeholder management  Stock rotation  Budget  Problem solving
  • 9. On the way to Katse the road passes the intake tower near Ha Lejone from where the crystal-clear water starts its long journey, at 18 cubic metres per second, encased in the 82-kilometre tunnel through basalt, sandstone and under six rivers, and through turbines at Muela.
  • 10. What I have learned “A good leader develops the competence and commitment of their people so they’re self- motivated rather than dependent on others for direction and guidance” (Hersey) Maturity Level Most Appropriate Leadership Style M1: Low maturity S1: Telling/directing M2: Medium maturity, limited skills S2: Selling/coaching M3: Medium maturity, higher skills but lacking confidence S3: Participating/supporting M4: High maturity S4: Delegating
  • 11.  Employment hostel manager Norwich , England 1yr  Dive Master South Africa 6 Months  Chef/cook/dishwasher Tip-Top Dunedin 18mths
  • 12.  Tenancy Management  Property management  Needs assessment and allocation of housing  Secondments into Service Manager – Dunedin 6 months and Wellington 3 months  Internal Audit throughout NZ
  • 13. Pact provides support for about 800 people with intellectual or other disabilities or those recovering from mental illness and employs more than 300 staff, providing services in the West Coast, Otago and Southland
  • 14. Social enterprise  What do you know about chickens and market gardens? Brief Research Plan Business Case Execute
  • 15. “Project management is the discipline of planning, organizing, motivating, and controlling resources to achieve specific goals. A project is a temporary endeavour with a defined beginning and end (usually time-constrained, and often constrained by funding or deliverables), undertaken to meet unique goals and objectives, typically to bring about beneficial change or added value”
  • 16.
  • 17. Key responsibilities  Develop P&P  Provide view of condition of property  Arrange planned maintenance  Develop maintenance expenditure tracking  Contract management  Project management
  • 18.
  • 19.
  • 21. What did I learn? Patience Tolerance Everyone isn’t always on the same page but getting there is Why conflicts occur? Good planning Knowledge is key
  • 22. Born from the lack of Social Housing for people with high needs support to transition into independence
  • 23. Key responsibilities  Establish New trust Policy & Procedures  Internal & External stakeholders  Redevelopment  Project Management  Standard letters  Tenancy management
  • 24. How I dealt with the challenges  Utilised directive control processes  Workshops and training  Brainstorms  Inquisitive questioning (always asking why and why not)  Consultation  Always kept the bigger picture in mind  Focussed on the assignment and outcomes
  • 25. What did I bring?  A detailed knowledge of the problem  Perseverance  A can do attitude  Discipline  Leadership  A good work ethic
  • 26. What did I learn?  Planning  Listening  Right attitude  Persuasion
  • 27.
  • 28.
  • 29.  2014 took over Fleet Management roll – 143 cars & vans 2015 added another 43 from a company we purchased in Wellington 1. Planning to upgrade fleet with modern fuel efficient 2. Tracking fuel consumption 3. GPS monitoring 4. Setting Budget
  • 30. Fleet Management 1. Over 12 months managed to save $81 000 on fuel alone by purchasing better fuel efficient cars – this amount keeps increasing as we steadily change the fleet 1. Negotiated better bulk buying pricing from Kia and Mitsubishi (after tender)
  • 31.  Staff Management  Project Management  Property Management  Negotiation  Client Management  Fleet Management  Tenancy management

Editor's Notes

  1.   My life and early influences I was born in Johannesburg South Africa in 1968. Parents Dad – My dad left school at 17 and moved 600km from home to start work in JHB. He only had St10 (form7) but trough hard work he worked himself up through the ranks starting as a clerk with The Department of Health and Social Services to retire a Director of Operation (HR). This showed me that if you work hard you can achieve much. Mum – My mum went to university where she obtained a degree in Social Services. After study she started working for The Department of Health and Social Services. She first started as a Social Worker later becoming head of department and retiring as The Director of the department Northern Transvaal. My mum installed a social conscience in me where I see the good in everybody and understand we all come from different backgrounds with different influences that shape us. We cannot all be the same. My Sister and I grew up in a town called Kempton Park where I attended firs Primary then High School. My family is religious and we also attended church on Sundays and Sunday school after from age 8 to 17. My parent taught me from a young age to work for what I want by giving us pocket money for chores. Every night we had to wash and dry the dishes on weekend help in the garden. My parents were avid gardeners with a large part at the back of the house having a vegetable garden and also peach, plum and apricot trees. Christmas holidays December to end of January we spend on my grandparent’s farm where I worked with my granddad every day. I learned to drive a tractor and ute from 10. Hoarded sheep; drove cattle; plough and sough. We hunted birds and wildlife but was only allowed to shoot what we eat. This installed a work ethic in me that lasted me all my life into current employment. From age 12-17 I also spend Sunday afternoons helping a friend of mine dad to do mission work in the local township Tembisa. Here I learned the value treating people the same as I wanted to be as this was in the apartheid area. When growing up we had a house “servant” Fransina who worked for us. My parents helped her to build a house and put the children trough school. Fransina worked for us till she retired at 65. I learned to respect people from different culture and background no matter their race/believe or education. My early mentors were my granddad; dad; mum and “oomCoen” (my best friend dad). They taught me values such as – respect; plan; independence; solve problems. After school I did compulsory military service here I learned the values of teamwork; following and giving orders; been punctual; getting along with various other people and listening. I met my wife Charlene in a hostel in England and when it was time to leave after a short visit to SA we came to Dunedin her hometown. We have two kids Marco 14 and Maia 10.
  2. The first employment opportunity I had was to work for Mike’s Kitchen (a steak house franchise chain) as a training Duty manager. The training was given out of the Mike's Kitchen training manual covered front of house that was focussed on waiters (recruitment, shift rosters, training; customer service) and included presentation of restaurant , back of house (recruitment; product knowledge, product preparation; hygiene, rosters, purchasing, stock control, and banking). Internal Stakeholders Staff Clients Owners Manager External Stakeholders Suppliers Shopping mall managers Building owners Neighbouring shops
  3. After 6mnths I was appointed as Duty manager back of house for a new restaurant that we opened in Pretoria. I was involved with the design and layout of restaurant; kitchen designs ext this gave me a early intro into Project management where I gained experience in –planning; budget control; dealing with external and internal stakeholders; thinking on my feet solving problems as they arise. Once the restaurant was in the build stage I was responsible for recruitment of back of house staff – 15 staff in total then oversee their training in an established restaurant in Rustenburg. Once the restaurant was opened I managed the back of house service for 9 months till I was approached by Fedics food services for employment opportunity with them.
  4. People First ( From the Fedics website) As a company, Fedics has built itself on a philosophy of putting people first. We retain a steadfast dedication to the growth of our employees, as it is their experience that is our most compelling competitive edge in the industry. Managing people responsibly As the largest employer in the industry, Fedics sets the benchmark for employment practices. Consistent with its values and history, Fedics upholds the highest values in the equitable management of people. Our Principles Our processes are compliant with legislation and lead the industry We do not create cost advantage at the expense of our staff We lobby for fair legislation and application of the law We allow employees due process in every possible way We afford employees opportunity in every way possible Investing in knowledge Creating tomorrow’s skills Fedics runs a training programme which aims to ensure that each staff member consistently learns new skills throughout their tenure with the company. Known as the Thuthuka Express, it combines career development with learning, and creates a pipeline of skills for the industry. Moulding future leaders
  5. staff and stakeholders. Staff buy in by having influence on decisions. Regular meetings with chefs for input and creation of menus allowed to explore their creativity – empower them by training in food costing and menu planning. Barr staff to research drinks (cocktails) and manage own stock take and control with manager doing regular spot checks. Arrange ongoing training and career advancement opportunities for staff Open door policy Stakeholders: Staff ; Service Managers (foreman; suppliers; contract managers) I worked for Fedics for 3 years in various positions as Food and Beverage Manager. Rolls included were managing a golf club catering service; managing a united nations funded road camp clients (15/20pax) staff (10) in Zambia and lastly the managers/engineers camp at a Hydro dam building project in Lesotho here I was appointed to solve a problem. Clients (120/150pax) staff (20)The rolls I had here included all facets of management . Team building and team management became a big part of my management skills as multiple teams worked in the camps – room cleaners/laundry/shop and bar/kitchen. Staff training and empowering – Kitchen & Laundry Supervisor +
  6. Staff buy in by having influence on decisions. Regular meetings with chefs for input and creation of menus allowed to explore their creativity – empower them by training in food costing and menu planning. Barr staff to research drinks (cocktails) and manage own stock take and control with manager doing regular spot checks. Arrange ongoing training and career advancement opportunities for staff Open door policy Stakeholders: Staff ; Service Managers (foreman; suppliers; contract managers) I worked for Fedics for 3 years in various positions as Food and Beverage Manager. Rolls included were managing a golf club catering service; managing a united nations funded road camp clients (15/20pax) staff (10) in Zambia and lastly the managers/engineers camp at a Hydro dam building project in Lesotho clients (120/150pax) staff (20)The rolls I had here included all facets of management . Team building and team management became a big part of my management skills as multiple teams worked in the camps – room cleaners/laundry/shop and bar/kitchen. Staff training and empowering – Kitchen & Laundry Supervisor +
  7. FACTS & FIGURES OF THE PROJECT The Katse Dam is situated on the Malibamatso River in the Kingdom of Lesotho. It is the highest dam in Africa. It is by far the most efficient storage dam in Africa due to its great depth and relatively small surface area, which reduces evaporation. In addition it receives abundant water from summer rains and winter snow. • Double curvature, arch dam • Height above foundation 185 m  • Crest length 710 m • Spillway length 150 m  • Dam thickness at foundation 60 m  • At crest 10 m  • Concrete volume 2.32 million/m3  • Tons cement - fly ash (70 / 30 ratio) 687 thousand ton  • Type of rock-basalt  • Sand & aggregate made from crushed basalt  • Tail-water dam height 32 m  • Spillway height 17 m CONSTRUCTION OF THE DAM WALL • Cement railed from Ulco to Ficksburg and hauled by 26 trucks to dam site  • No steel used in main structure of wall  • Steel only used in spillway; crest; keying in diversion tunnels x two - height  7 m. Conveyer length from primary    crusher 2,5 km  • Conveyer passed through mountain to secondary crushers and batching plant.  • Length of tunnel 1.4 km • Batching plant capacity 6,000 m3/20 hour day. CATCHMENT DATA • Cumulative catchment area 1,866 klm3  • Total storage 1,950 million/m3  • Surface area of dam 35,8 klm2  • Length of dam +/- 50 km cement - fly ash deliveries  • Distance to Katse 150 km  • Travelling time loaded 8 hours  • Empty 4 hours  • Highest point traversed - Mafika Lisiu Pass 3,090 m  • Total number of passes 3  • Number of major gradients 120 and 728 bends with 550 gear changes  • Maximum tons delivered in one month 24,600 ton TUNNEL TO SOUTH AFRICA • Total length of the tunnels are 82 km with a diameter of 4.8m OUTFALL NEAR CLARENS  • The outfall is outside of Clarens on the Bethlehem road. From here it flows  into the Ash River, Liebenbergs Vlei River, Wilge    River and finally into the Vaal Dam. There are no pumping stations in the whole system  • Number of tbm (tunnel boring machines) used 5
  8. The Hersey-Blanchard model maps each leadership style to each maturity level, as shown below. What I have learned “A good leader develops the competence and commitment of their people so they’re self-motivated rather than dependent on others for direction and guidance” (Hersey) Maturity Level Most Appropriate Leadership Style M1: Low maturity-S1: Telling/directing M2: Medium maturity, limited skills - S2: Selling/coaching M3: Medium maturity, higher skills but lacking confidence - S3: Participating/supporting M4: High maturity - S4: Delegating
  9. Pact History Pact is a charitable trust, which has its foundation in the formation of Patients’ and Prisoners’ Aid Society of Otago Inc. (PPAS) established in 1877. PPAS was founded to provide support, help and hope to people in Dunedin gaols and ‘lunatic asylums’ of the day. PPAS still exists and is the oldest society of its type in New Zealand. This shows that Pact has a solid foundation and substantial experience in providing health and disability services.   Today Pact is a major and well-respected provider of services for people with intellectual disabilities and mental health challenges across Otago, Southland and the West Coast. Pact is committed to continue to be a leading provider of quality disability services in New Zealand, with our services including community support, supported accommodation, day programmes, respite services and supported independent living. Some of these services provide specialised support for Māori, people with high and complex needs, and children. All of our service are supported by robust quality assurance, reporting and financial systems and delivered by a skilled and well managed workforce.   Pact has grown and evolved over recent years but there is one thing that has not changed in all that time, and that is our mission: Supporting people to lead fulfilling lives. Our funders, partners, colleague agencies, families and friends are essential to achieving our mission. The overlapping circles of support we provide, and the relationships we sustain, enable our success.   In our day-to-day work, we seek to use and develop clients’ existing knowledge, skills, strengths and abilities to help them both function in and contribute towards society. This strengths philosophy sees the wider social network as a rich resource and an environment in which clients can learn the strategies and knowledge to help them achieve of their goals.   Pact believes that receiving care and support in the community allows people to develop in a way that enables them to be part of their community. It also gives the community the opportunity to develop a better understanding of abilities and disabilities, and of the people giving and receiving care and support.
  10. In 2009 Pact underwent a restructure of the way to provide service to the clients with a much more client focus outcome. Part of this new change was to create Social enterprise where clients could be taught various skills that would stand them in good stead in their future life. I was employed in 2010 by pact as Social Housing and Enterprise development manager and I was tasked with researching and establishing Social Enterprise opportunity for Pact clients. Research – Chicken farm and Market Garden. Business case – Project management – Budget –Build-manage trough early settlement period. Staff training to carry on with services
  11. Project management is the discipline of planning, organizing, motivating, and controlling resources to achieve specific goals. A project is a temporary endeavour with a defined beginning and end (usually time-constrained, and often constrained by funding or deliverables), undertaken to meet unique goals and objectives, typically to bring about beneficial change or added value. The temporary nature of projects stands in contrast with business as usual or operations which are repetitive, permanent, or semi-permanent functional activities to produce products or services. In practice, the management of these two systems is often quite different, and as such requires the development of distinct technical skills and management strategies. The primary challenge of project management is to achieve all of the project goals and objectives while honouring the preconceived constraints. The primary constraints are scope, time, quality and budget. The secondary —and more ambitious— challenge is to optimize the allocation of necessary inputs and integrate them to meet pre-defined objectives.   History Until 1900 civil engineering projects were generally managed by creative architects, engineers, and master builders themselves, for example, Christopher Wren (1632–1723), Thomas Telford (1757–1834) The Colossus of Roads. Sir Christopher Michael Wren (20 October 1632 – 25 February 1723) is one of the most highly acclaimed English Architects in history. He was accorded responsibility for rebuilding 52 churches in the London after the Great Fire in 1666, including his masterpiece, St Paul’s Cathedral, on ludgate Hill completed in 1710. It was in the 1950s that organizations started to systematically apply project management tools and techniques to complex engineering projects. As a discipline, project management developed from several fields of application including civil construction, engineering, and heavy defence activity. Two forefathers of project management are Henry Gantt, called the father of planning and control techniques, who is famous for his use of the Gantt chart as a project management tool and Henri Fayol for his creation of the five management functions that form the foundation of the body of knowledge associated with project and program management. The 1950s marked the beginning of the modern project management era where core engineering fields come together to work as one. Project management became recognized as a distinct discipline arising from the management discipline with engineering model. In the United States, prior to the 1950s, projects were managed on an ad-hoc basis, At the same time, as project-scheduling models were being developed, technology for project cost estimating, cost management, and engineering economics was evolving, with pioneering work by Hans Lang and others. In 1956, the American Association of Cost Engineers was formed by early practitioners of project management and the associated specialties of planning and scheduling, cost estimating, and cost/schedule control (project control). AACE continued its pioneering work and in 2006 released the first integrated process for portfolio, program and project management (Total Cost Management Framework). The International Project Management Association (IPMA) was founded in Europe in 1967, as a federation of several national project management associations. IPMA maintains its federal structure today and now includes member associations on every continent except Approaches There are a number of approaches to managing project activities including lean, interactive, incremental, and phased approaches. Regardless of the methodology employed, careful consideration must be given to the overall project objectives, timeline, and cost, as well as the roles and responsibilities of all participants and stakeholders.
  12. Processes Traditionally, project management includes a number of elements: four to five process groups, and a control system. Regardless of the methodology or terminology used, the same basic project management processes will be used. Major process groups generally include. initiation planning or design production or execution monitoring and controlling closing In project environments with a significant exploratory element (e.g., research and development), these stages may be supplemented with decision points (go/no go decisions) at which the project's continuation is debated and decided. Initiating The initiating processes determine the nature and scope of the project If this stage is not performed well, it is unlikely that the project will be successful in meeting the business’ needs. The key project controls needed here are an understanding of the business environment and making sure that all necessary controls are incorporated into the project. Any deficiencies should be reported and a recommendation should be made to fix them. The initiating stage should include a plan that encompasses the following areas: analyzing the business needs and requirements in measurable goals reviewing of the current operations financial analysis of the costs and benefits including a budget stakeholders analysis, including users, and support personnel for the project project charter including costs, tasks, deliverables, and schedule Planning and design After the initiation stage, the project is planned to an appropriate level of detail. The main purpose is to plan time, cost and resources adequately to estimate the work needed and to effectively manage risk during project execution. As with the Initiation process group, a failure to adequately plan greatly reduces the project's chances of successfully accomplishing its goals. Project planning generally consists of determining how to plan (e.g. by level of detail or rolling wave); developing the scope statement; selecting the planning team; identifying deliverables and creating the work breakdown structure; identifying the activities needed to complete those deliverables and networking the activities in their logical sequence; estimating the resource requirements for the activities; estimating time and cost for activities; developing the schedule; developing the budget; risk planning; Gaining formal approval to begin work. Additional processes, such as planning for communications and for scope management, identifying roles and responsibilities, determining what to purchase for the project and holding a kick-off meeting are also generally advisable. Executing Executing consists of the processes used to complete the work defined in the project plan to accomplish the project's requirements. Execution process involves coordinating people and resources, as well as integrating and performing the activities of the project in accordance with the project management plan. The deliverables are produced as outputs from the processes performed as defined in the project management plan and other frameworks that might be applicable to the type of project at hand. Execution process group include: Direct and Manage Project execution Quality Assurance of deliverables Acquire, Develop and Manage Project team Distribute Information Manage stakeholder expectations Conduct Procurement Monitoring and controlling   Monitoring and controlling process group processes Monitoring and controlling consists of those processes performed to observe project execution so that potential problems can be identified in a timely manner and corrective action can be taken, when necessary, to control the execution of the project. The key benefit is that project performance is observed and measured regularly to identify variances from the project management plan. Monitoring and controlling includes: Measuring the ongoing project activities ('where we are'); Monitoring the project variables (cost, effort, scope, etc.) against the project management plan and the project performance baseline (where we should be); Identify corrective actions to address issues and risks properly (How can we get on track again); Influencing the factors that could circumvent integrated change control so only approved changes are implemented. In multi-phase projects, the monitoring and control process also provides feedback between project phases, in order to implement corrective or preventive actions to bring the project into compliance with the project management plan. Over the course of any construction project, the work scope may change. Change is a normal and expected part of the construction process. Changes can be the result of necessary design modifications, differing site conditions, material availability, contractor-requested changes, value engineering and impacts from third parties, to name a few. Beyond executing the change in the field, the change normally needs to be documented to show what was actually constructed. This is referred to as change management. Hence, the owner usually requires a final record to show all changes or, more specifically, any change that modifies the tangible portions of the finished work. The record is made on the contract documents – usually, but not necessarily limited to, the design drawings. The end product of this effort is what the industry terms as-built drawings, or more simply, “as built.” The requirement for providing them is a norm in construction contracts. When changes are introduced to the project, the viability of the project has to be re-assessed. It is important not to lose sight of the initial goals and targets of the projects. When the changes accumulate, the forecasted result may not justify the original proposed investment in the project. Closing Closing includes the formal acceptance of the project and the ending thereof. Administrative activities include the archiving of the files and documenting lessons learned. This phase consists of: Project close: Finalize all activities across all of the process groups to formally close the project or a project phase Contract closure: Complete and settle each contract (including the resolution of any open items) and close each contract applicable to the project or project phase.
  13. Property Manager – In June 2010 I was seconded into the Property Managers roll as the current Property Manager went on Maternity leave. I was tasked with looking at the current Pact property portfolio and ascertain the condition of the asset. There had been a lack in Pact Property focus over the years as it was not considered as part of the core business. I produced a Maintenance paper to the board explaining maintenance and why property maintenance was of utmost importance. Project 1 Initiation Pact board committed to address all outstanding maintenance in the property portfolio and also look at upgrading services where needed based on clients needs Planning Establish a view of pact property and their condition by doing inspections myself. I engaged a housing maintenance company to provide a report on all Pact property interior and exterior condition (scope) Provide findings to DCS with cost On my recommendation Pact employed a painter to paint all Pact property inside while a the main maintenance contractor would address outstanding maintenance and exterior paint A schedule was agreed with the maintenance contractor where they would first address the interior maintenance then my painter would follow on to the property. I had to negotiate with staff in the property to be able to either shift clients around to do room by room or make sure clients are away during the day while we painted. Executing The project was started I leased with contractors on a daily basis regarding process and schedule of completion for different trades. To make this a seamless process work was planned to follow on from one property to another. Monitoring and controlling I monitored progress with daily visits to the work site. Weekly meetings with DHMC supervisor and Pact service managers. Closing The Outstanding maintenance and exterior paint program was closed after 6 months when all the scope worked was completed. The interior paint program extended till June 2012 due to the high volume of work. I employed another painter on a 1yr fix term contract to speed up the painting. Throughout the secondment period I also managed the day to day maintenance of the Pact portfolio. During this time it became clear to me there was no real way of capturing information regarding property that include - work done in the past, budgets , planned maintenance, devoured maintenance; day to day general and urgent maintenance. When I was appointed as Property Manager 2011 I set out starting to capture as much information as possible to be able to have clear picture around the above problems. Establish P&P for new way of doing maintenance.     To be able to set a budget I inspected all property and looked at outstanding maintenance and improvements that needed to be addressed. I set about creating a spreadsheet where I showed all maintenance planned for the year including allocations for General Maintenance. For the financial year 2011-2012 I kept a spreadsheet updated for all expenditure to be able to provide a clear picture of expenditure and work undertaken. To be able to get the best cost for the maintenance portfolio I got Pact to enter into a maintenance contract agreement with Dunedin Housing Maintenance as they also provide maintenance for HNZC, DCC and Pact could tie into the contract price provided in the economy of scale. Initially staff e-mail maintenance request trough to me for action where I would then prioritise work and logged request for action with DHMC. For the 2012-2013 finical year I engaged Pact IT team in mid 2012 to produce a website application where staff would be able to log maintenance request and track the status. The website application can also provide reports on status of work and cost. Day to day Maintenance of 95 properties Selling Buying Project 2 Reconfigure Musselburgh rise. After the completion of the Ladder trust property at Helensburg flats the mental health service that was ran from Musselburgh rise were relocated there. As this property was vacant I deemed this a perfect opportunity to reconfigure and address issues with this property while also addressing preventative maintenance issues. This property was an old motel and consisted of main house with 6 bedrooms and 2 bathrooms; 3 x2 bedroom units and 2 x1 bedroom units. The new service moving in I as youth service with Intellectual Disability the main house needed a additional lounge area as there were going to be men and woman. Problem - Solution Poorly designed kitchen -Redevelop kitchen Create second lounge -Remove a bedroom at front of house Laundry in upstairs bathroom -Relocate Laundry downstairs Bathroom Not wheelchair accessible -Create Wet area shower Cold property -Insulate and double glaze Unit bathroom mouldy/dark and showers unusable -Re lign bathrooms in Hardy glaze/ install 3 way light heating and extractor / install new shower cubicle    Other than addressing the problems I also had the entire property scoped for maintenance issues. This preventative maintenance was address during the reconfigure process. Other work that was completed were Full interior paint Kitchen cupboards paint and new bench tops New floor coverings Range hood   Setting up a new service Project 3 Purchase 329a+b North rd Project according to service demands Scope work Implement work Manage work Completion.    Project 4  13 Crown street Balclutha – redeveloping a hall from where Pact provide a Monday to Friday service for community and Pact Clients. Brief : The hall was cold Bathrooms and main hall not accessible for clients in wheelchairs Kitchen cupboards open and no space very small Staff and parents meeting room had no windows and very dark   Project 5 25 Edinburg place Add a bedroom to property to allow a new client to move in
  14. Project 3 ( The Big One) 71 Salisbury Crescent From my first day of speaking to staff at Pact till I was employed and beyond there was always one topic that came up quite regularly in conversations. “ we need a hub and spoke model house”. A hub and spoke model was to provide a centre community outlay (kitchen, TV ) while also providing a independent option for clients when they wanted some time to themselves. In late 2011 a opertunanty arose for me to explore this model of housing for our clients in Oamaru. Both the owners of houses we were renting indicated that might be getting out of the rental business and Pact had also just secured a contact to house a new client with needs of living independent but within a supported environment. After exploring the option of paying to convert one of the rental property’s the cost of this did not make it a viable option. I engaged Gary Todd from Gary Todd Architecture to explore the options of housing on the site according to the brief we had to work with. Brief : Provide independent living for 8 Pact clients including staff office. After numerous consultations between Gary Todd, service managers and executive a final draft plan was agreed upon that was send board for approval After the Pact executive team agreed to purchase a section large enough for the project a business case was produced for the Board “ Board paper 71 Salisbury Crescent, Oamaru.   In late November 2011 it was decided to pursue the possibility of purpose building a property to combine the current Oamaru services and include the new client from Wakari Hospital.   The first step was to find a section that was big enough to accommodate this project. The section at 71 Salisbury was identified as been a likely candidate 1135sqm. A conditional offer was put on the section and together with Gary Todd of Gary Todd Architecture we started exploring the option of building eight self sustaining units.   Quite early on in the piece we discovered after having conversation with the Waitaki District council that the section would only allow for five/six units due to building and resource consent requirements. As the section was not big enough to build these type of units we started exploring the option of building a property that will be classified residential under council bylaws as well as provide the independent living with support nearby option.   In consultation with Korozaan Fourie regarding the needs and requirements of the staff and clients (see below) we came up with what is the current proposal. Features that we believe separate this property from a normal house or institution are:   Entry: We have provided two entries’s that clients can use to gain access to their units without having to go trough the lounge. 1. Door into hallway 2. Sliding door from bedroom to garden area. Bedroom: The bedrooms have been designed with space and privacy in mind. There is room for a double bed; two seater coach ; fridge, included in the plans are double wardrobes and office style bench, a outdoor patio that has a roof and side walls making it totally private. Bathrooms: The on suite bathrooms were designed to be future proof with wet area showers and sliding door access to all. Kitchen and laundry: The communal kitchen and laundry are both situated off the hallway. This was done so that clients that want to be independent and have privacy can cook meals or do laundry at their leisured. The kitchen will have an access hatch to the main lounge area for easy of meal delivery. Communal area: This area consists of a lounge and dining room with an entry/exit main door and access to the two hallways. Staff room: There is provision for as staff office and bathroom. Visitors Toilet: There is a visitor’s toilet provided in the hall for family or friends that visit.   Clientele   The proposed clientele for the Salisbury Crescent service location comprises 24–65 year-old men, of whom: Five clients are currently living in our two supported accommodation services in Oamaru (Glenn St and Don St), all are 24–65 year-old men. One new client is from 10A, in his forties One unit to be utilised for respite The last unit will potentially be offered to a man currently on ward 10A who may be referred by Access Ability; alternatively we have another man in the community who is going through the assessment process. The units are proposed to be “home for life” for these clients.   Client Need   We are currently renting Glen Street and Don Street. To accommodate the client from Wakari we would have to have done considerable renovations to either Don or Glen Street, neither of which we own. In this service model, each client has the opportunity to be in their own areas as the bedrooms are bigger than normal – more like motel rooms. Two of the clients have autism with bathroom rituals – by having their own bathrooms they do not need to be rushed. Having communal areas give people the option of spending time with who they want to. Most of the clients will be supported to do their own activities during the day.  
  15. Project 3 ( The Big One) 71 Salisbury Crescent Initiation planning or design production or execution monitoring and controlling closing
  16. Political – Changes in Government funding for contrast. Minimum to no funding increase. Economic Due to funding cuts from Government and cost of running a service going up (food;power;petrol) a more economic viable solution needs developped. One house to combine two services lowering wages ext. Social Providing clients more independence in their living arrangement ,moving away from a supported model to a more independent model. Technological Modern equipment and housing to lower cost of heating, electricity ext Environmental There are no environments concerns Legal    meeting legal obligations under the Mental Health consume act.
  17. Who Is Ladder t Pact developing the social housing Ladder From its inception in 1877 the mission of the Patients' and Prisoners' Aid Society of Otago (PPAS) was to "help the helpless and bring relief to the needy." In particular the focus of the worthy Dunedin citizens of that era was to provide support, help and hope to people in Dunedin prisons and "lunatic asylums". Swipe forward a century to the 1980s and the formation of the modern Pact saw two new trusts established by PPAS to provide separate services - one providing supported accommodation and community support for patients (PACT - the Patients and Community Trust) and one for offenders (PARS - Prisoners Aid & Rehabilitation). When Cherry Farm Hospital near Dunedin closed in October 1992, Pact rapidly expanded in Dunedin followed shortly after by extension into Southland. The closure of the Seaview Hospital in Hokitika saw the establishment of a West Coast supported accommodation service and later growing demand within Otago saw services also provided in Balclutha and Oamaru. Pact is committed to continue to be a leading provider of quality disability services in New Zealand, with our services including community support, supported accommodation, day programmes, respite services and supported independent living. Some of these services provide specialised support for Māori, people with high and complex needs, and children. All of our services are supported by robust quality assurance, reporting and financial systems and delivered by a skilled and well managed workforce. Pact has grown and evolved over recent years but there is one thing that has not changed in all that time, and that is our mission: Supporting people to lead fulfilling lives. Our funders, partners, colleague agencies, families and friends are essential to achieving our mission. The overlapping circles of support we provide, and the relationships we sustain, enable our success. In our day-to-day work, we seek to use and develop clients’ existing knowledge, skills, strengths and abilities to help them both function in and contribute towards society. This strengths philosophy sees the wider social network as a rich resource and an environment in which clients can learn the strategies and knowledge to help them achieve their goals. Pact believes that receiving care and support in the community allows people to develop in a way that enables them to be part of their community. It also gives the community the opportunity to develop a better understanding of abilities and disabilities, and of the people giving and receiving care and support. Housing integral to success Access to social housing is an essential component of our home-based and community-based supports, regardless of whether people are highly dependent on support or largely independent. Everyone needs somewhere to live. Typically, Pact clients’ living arrangements span group living, through mixed flatting to independent living. Housing requirements range from purpose built, fully adapted homes through to open-market rental accommodation. Pact owns 31 properties and leases 28 properties, which Pact’s property team is responsible for maintaining to a high standard. As clients’ needs change the property team assists the operations team to make sure the clients’ housings needs are met. This is achieved either through renovation work on current property, or purpose building new property. During our work supporting vulnerable people within the community, Pact has recognised that access to warm, safe, affordable and sustainable housing is often a major barrier in the lives of the people we support, particularly when it comes to bridging the gap between receiving whole-of-life support from Pact and accesses the open housing market with less (or no) social support. As we have advanced in our support and developed the context in which we provide social support, we have naturally begun to separate social service provision from social housing provision. It was therefore a logical step that Pact developed the Ladder Trust, established in April 2011, as a new trust to focus on social housing, allowing for separation of social service provision from social housing provision for our present clients, as well as a more focussed provision of social housing solutions to the wider population. This move to develop the Ladder Trust into a free-standing trust that provides social housing solutions has predated the government’s move to shift social housing provision from a crown entity to the non-government ‘third sector’ housing providers. This sector is currently largely underdeveloped, and Pact’s long-standing expertise – in organisational governance, corporate functioning and operational delivery – as well as our deep experience in delivering services to clients with a complex range of needs, is a sure advantage in delivering social housing services to vulnerable populations. Regular and thorough sector-standard auditing of Pact’s systems and services by a range of external organisations have all returned exemplary reports; these reports, along with our robust financial position in lean times, support Pact’s excellence in the sector. We are utilising this expertise and experience to develop the Ladder Trust, which has a vision of providing warm and affordable social housing to people in need. The Ladder Trust formed as a charitable trust in April 2011, and has received funding and loans from a variety of organisations since then. With these funds, the trust purchased a block of 41 units, the Helensburgh Flats, and has helped create an inclusive, positive community of tenants living in these units. The units are all single-bedroom units that we have extensively renovated so that they are warm, modern, and comfortable homes for their tenants.   r
  18. Establishing a new Trust   Establishing a new Social Housing trust. Purchase property Brief of redevelopment Architect Tender Tenders approved Work start and ongoing management of project – double glazing, units, and vision. Setting up P&P Standard letters Tenancy agreements Rent payments Manage clients. Negotiations with DCC and Current Tenants Policy and Procedures Reconfigure stock Ongoing Management
  19. Staff Management – various numbers throughout different jobs Project Management / Property Management – Day to day maintenance / Planned maintenance / Capital improvements / New Build / Purchase and sell property / alteration / Property Asset management plan / Budget / Arranging Building Warrant and Fitness / Lease negotiation / Insurance claims , valuations. Negotiation – Purchase property / Service Contract / Client Management – Maintenance Contractors / Valuars / Real estate agents / Staff / Vehicle Service centre / Vehicle sales agents / Fleet Management – Monitoring / Purchase / Disposal / Maintenance / Insurance claims / Tenancy management – Waiting list management / All tenancy management related day to day task.