Recent Developments and Experience Sharing in Valuation and Construction in the Caribbean Public and Private Sector Perspectives

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In co-operation with The St. Lucia Ministry of Agriculture, Fisheries, Physical Planning, Natural Resources and Co-operatives 5 th Annual Caribbean Valuation & Construction Conference Recent Developments and Experience Sharing in Valuation and Construction in the Caribbean Public and Private Sector Perspectives A RICS/IPTI Conference Eligible for 14 hours CPD Credits Platinum Sponsor: November 9-10th, 2016 Silver Sponsors: Conference Venue: Bay Gardens Hotel Gros Islet Saint Lucia www.rics.org www.ipti.org

AGENDA Day 1 Morning Session Wednesday, November 9, 2016 Time Function Chair/Speakers 8:00 Registration 8:30 Welcome and Opening Remarks Keynote Speaker 9:15 The Need for Valuation Standards and Local Applications Ben Elder 10:00 Networking Break Conference Chair: Paul Sanderson, IPTI 10:20 The Requirements of the Eastern Caribbean Appraisal Institute Lydia Blanchard 10:50 Current Issues and Recent Trends in Construction: Market Mark Brown Trend Report 11:20 IPMS and Its Impact on Valuation and Construction Sanjay Amin RICS Paul Sanderson, IPTI Ministry of Agriculture, Fisheries, Physical Planning, Natural Resources 11:50 Questions, Answers, Discussion All Morning Session Presenters 12:15 to 1:15 LUNCH Concurrent Afternoon Sessions VALUATION STREAM SESSION A-Chair: John Glen 1:15 to 3:05 pm Data and Data Management The Data Management Process in Mass Appraisal Cliff Lipscomb and Andy Krause Using Land Data Transactions: Impact on Policy Celsus Baptiste Appraisal Management Companies, Appraisal Modeling and Data Quality 2:45 Networking Break SESSION C-Chair: Richard Borst 3:05 to 4:45 pm Property Taxation and Assessment How to Reform Property Tax Enid Slack Methodology To Detect Impact of a Major Construction Project on Property Values Bob Ott and Stephen White Finding and Implementing Property Tax Assessment Solutions that Work Michael Blaschuk and Bruce Turner 4:45 Summary Reports from Sessions A,B,C,D CONSTRUCTION STREAM SESSION B-Chair: 1:15 to 3:05 pm Risk Management Panelists: Project Loan Monitoring Clint Kissoon Cost and Time Overruns Dean Burrowes Risk Insurance in Construction; The European Systems Johann Jalta SESSION D-Chair: 3:05 to 4:45 pm Current Practices in Construction Maintaining Asset Values from Concept to Operation: The Whole Life Approach Ian Rogers and Janelle Chandler New Rules of Measurement Dean Burrowes The Use of Standard Forms and Contracts in Construction: What s Appropriate for St. Lucia? Egbert Louis 5:00-6:00 Networking Reception

AGENDA Day 2 Morning Session Thursday, November 10, 2016 Time Function Chair/Speakers 8:30 Why Land Survey is an Essential Building Block of the Land & James Kavanagh Property Lifecycle 9:00 Compensation: The Quest for Fairness and Equivalence Guy Roots and Uche Obi 9:45 Automated Valuation Models-Caribbean Case Studies Brian Guerin and Shelley Graham 10:15 Networking Break 10:30 Importance of Leveraging Technology in Land Management and Valuations 11:00 Current Issues and Recent Trends in the Caribbean Real Estate Market Ruel Williamson Uche Obi, Eric Allen 12:00 Questions, Answers and Discussion All Morning Session Presenters 12:15 LUNCH Concurrent Afternoon Sessions VALUATION STREAM SESSION E Chair: Paul Campbell 1:15-2:45 pm Experience Sharing :Valuations and Challenging Appraisals Land Value Capture: Issues, Options & Implementation Enid Slack Valuations in Grenada: An Overview of Real Estate Sales Livonne Charles Valuations or Special Purpose Government Properties John Watling 2:45 3:05 Networking Break SESSION G-Chair: 3:05-4:45 pm Appeals, Objections, Valuation Disputes and Litigation Writing Expert Reports and Giving Expert Evidence Paul Sanderson Expert Evidence: Skills and Pitfalls Guy Roots, QC ADR / Mediations and Arbitrations 4:45 Sessions E,F,G,H Reports & Conference Wrap-up CONSTRUCTION STREAM SESSION F Chair: Lory Paterson 1:15-2:45 pm Education and Training Future of the Profession Peter Smith RICS Programming and Options Ben Elder Practical Training and Experience Sharing Uche Obi and Michael Blaschuk SESSION H Chair: Land Surveying 3:05-4:45 pm Panelists: Current Issues and Recent Trends in Land Surveying Charisse Griffith-Charles, 5:00 Conference Concludes

CHAIRS and SPEAKERS NAME TITLE, ORGANIZATION, COUNTRY Eric Allen Commissioner of Land Valuations. Director, NLA, Jamaica Sanjay Amin Director of BCQS International, Barbados Celsus Baptiste Lydia Blanchard Michael Blaschuk Richard Borst Mark Brown Dean Burrowes Paul Campbell Janelle Chandler Livonne Charles Ben Elder John T. Glen Shelley Graham Charisse Griffith- Charles Brian Guerin Johann Jalta James Kavanagh Clint Kissoon Andy Krause Cliff Lipscomb Egbert Louis Uche Obi Bob Ott Lory Paterson Ian Rogers Guy Roots, QC Paul Sanderson Enid Slack Peter Smith Bruce Turner John Watling Stephen White Ruel Williamson Former Commissioner of Crown Lands, Ministry of Physical Development, Housing and Urban Renewal, St. Lucia Examiner, Bank Supervision Department, Eastern Caribbean Central Bank Director, Strategic Initiatives, International Property Tax Institute, Senior Scientist, Tyler Technologies, United States Chartered Quantity Surveyor, BCQS International, British Virgin Islands Founding Partner, Burrowes and Wallace Chartered Quantity Surveyors and Building Economists, Jamaica Director, Centralized Properties, Office of the Chief Assessor, Municipal Property Assessment Corp., Operations Manager, ACE Project Solutions Ltd., Barbados Manager, Valuations & Advisory Services, Terra Caribbean, Grenada International Director of Valuation, Royal Institution of Chartered Surveyors, United Kingdom Director, Research, Equitable Value, Manager, Assessment Standards & Mass Appraisal, Municipal Property Assessment Corp., University of the West Indies, St Augustine Director, Assessment Standards and Mass Appraisal, Municipal Property Assessment Corp., Director of Valuation Department, Cabinet JALTA, and Manager of AltisIMMO Martinique (F.W.I.) Director, Land Group, Royal Institution of Chartered Surveyors, United Kingdom Chair, Centre for Construction & Engineering Technologies, George Brown College, Toronto, Lecturer In Property, University of Melbourne, Australia Director, Economic Research, Greenfield Advisors, United States Managing Consultant, Engineering, Construction and Management Consultants, St. Lucia Senior Valuer/Business Development Manager, Caribbean, DDL Studio, Grand Cayman Commissioner, Cobb County Board of Commissioners, District 2, Cobb County, United States Head of Development & Member Services, North America, Director, ACE Project Solutions Ltd., Barbados Barrister, United Kingdom President, International Property Tax Institute, United Kingdom Director, Institute on Municipal Finance and Governance, Munk School of Global Affairs, University of Toronto, Executive Director, National Property Tax, Ernst & Young, LLP President, Heuristic Consulting, Manager, Office Properties, Office of the Chief Assessor, Municipal Property Assessment Corp., Director, Chief Assessor, Cobb County, United States Chief Operating Officer, International Property Tax Institute, United States

5th Annual Caribbean Valuation & Construction HOTEL INFORMATION: Bay Garden Hotel (Conference Venue) or Bay Gardens Beach Resort (20 minutes walk) Rodney Bay, Gros Islet, St. Lucia Bay Gardens Hotel or Bay Gardens Beach Resort Booking Link (To be booked before September 30 to obtain IPTI/RICS rate) Conference registrants are asked to register for the conference prior to booking the hotel. Upon registering for this conference, you will be forwarded the discount code for the hotel so that you may book it directly using the RICS/IPTI Group rate. REGISTRATION FEES and INFORMATION: (All fees payable in US$) Includes conference material, coffee breaks, lunches, networking reception Type Early Bird Fee (before Sept. 30/16) Regular Fee (after Sept. 30/16) Day 1 and Day 2 -RICS/IPTI/ISSL Members $300.00 $335.00 Day 1 and Day 2 Non Members $350.00 $395.00 Single Day 1 or Day 2 - RICS/IPTI/ISSL Members $195.00 $210.00 Single Day 1 or Day 2 Non Members $225.00 $245.00 Single Day 1 or Day 2 RICS Candidates/Students with Valid ID $175.00 $200.00 Speakers Registration $200 $200.00 Day 1 and Day 2 RICS Candidates/Students with Valid ID $250.00 $275.00 Group Discounts Available. Contact chaynes@rics.org for more information. TO REGISTER FOR THE CONFERENCE PLEASE VISIT HERE First Name: Organization: Country : Last Name: Title: Email: