Business Coaching
Proposal for Wellington
City Council
Written by Greg Pollock at Agite Consulting
Introduction
Kia ora Liam
We are pleased to present this proposal to support you as Chief Planning
Officer of Wellington City Council as the organisation navigates a significant
period of change.
This change is happening on multiple fronts, including the process to bring
transport and city projects inhouse, and adjusting to the new policy direction
of the Coalition Government.
To successfully navigate this complex and changing environment, you need
timely and accurate information about the key decision-makers and the
rationale behind their decisions and how to best position the Council to
respond to the emerging and obvious needs of the city.
This proposal sets out an overview of the brief, our response, and our unique
offering of insights and perspectives to support you as a leader during this
time of great change.
We look forward to working with you.
Ngā mihi
s7(2)(a)
Greg Pollock, Partner, Agite Consulting Ltd
The brief
Based on our discussions with you, we understand the brief is to provide you
with perspective on the changing political, policy and governance
environment in Wellington. We have heard that you need:
informed perspective on the Coalition Government's thinking on key
policy issues, including on Fast-Track processes, transport plans,
funding for transport projects, city and urban renewal initiatives,
affordable housing and more;
insights and perspectives from senior advisors outside WCC to inform
your thinking;
support in engaging with the right people in Government and the right
time, by having another set of ears to the ground, so that you can step
into the conversations that influence the future of Wellington;
a sounding board for when you are making big calls or addressing
contentious issues.
Our response to the brief
We believe Agite is the right partner to help you achieve your strategic goals
for Council and the City.
Our team will be led by
Greg Pollock, who has previously worked in local
government, recently having led Metlink, and also in town planning for over
20 years including leading large consulting teams of planners. Greg has a
strong knowledge of the city planning, urban renewal and development
issues, as well as public transport and further 10 years' experience in public
transport and commercial operations spanning the services and
infrastructure sectors in New Zealand.
Also supporting you will be
Raphael Hilbron, who has 30 years' experience
as a strategic advisor to senior decision makers in strategy, communications,
and government relations. Raphael heads up our reputation management
practice and helps clients engage with key stakeholders and successfully
manage reputation risk.
Other members of our team will provide support as required.
Fees proposal
We propose a monthly retainer for a term of seven months, to provide the
support you need. The retainer would include the following services:
regular client meetings with you, and potentially other executives from
your team as required.
regular insights and advice into government policy and upcoming
changes, and monitoring and reporting as needed.
support and advice on important meetings and briefings with key
officials and decision-makers (including Ministers).
general strategic advice on key projects and operations.
general monitoring and reporting of issues that are relevant to you, and
providing you with perspective on the issues of the day.
Exclusions
There are 2 important exclusions we should note:
1. Major Project Work (see below) includes project governance roles,
project delivery roles, technical reviews and other such scopes of work;
2. Formal, intensive coaching with senior executive leaders. (I have a
specific 12 month coaching programme aimed at executives. We can
explore this if required. However, my sense from our discussion was the
more informal and ad hoc approach outlined above is fit for purpose.)
Project work
There may be project specific work that could arise from time to time.
Project Delivery: Greg is
particularly interested in providing senior Project
Director expertise to help you plan, establish, and deliver transport, urban
renewal and affordable housing projects or new initiatives. Raph is
particularly focused on stakeholder and political engagement on these large
projects and programmes. Working together, our skills are best focused at
the start-up phase of a project, from idea through design,
investment/business case and establishment. We help you to deal with
conflicting views, stakeholders, achieve alignment and get programmes well
established.
For clients with who we have a regular monthly retainer over a 12-month
period, we provide a
10% discounted rate for any project work that arises.
While this is only proposed as a 7 month contract, WCC would receive this
discounted rate in the event any additional project work is commissioned by
you or your team. Our full and discounted hourly rates (excluding GST) are:
Partner, s7(2)(b)(ii)
Associate s7(2)(b)(ii)
Senior Consultant, s7(2)(b)(ii)
Administrator, Researchers7(2)(b)(ii)
All figures in this proposal as in New Zealand Dollars (NZD).
Commercial Proposal
We propose a s7(2)(b)(ii)
starting in June 2024,
and running for 6 months. We invoice monthly in advance for retainer
services. If you accept this proposal, we suggest starting on 1 June, as there
appear to be many immediate needs facing you and your team at present.
Further to the monthly retainer fee, we have a standard 5% charge for minor
disbursements and other out of pocket expenses. The major exclusions are
airfares and hotel accommodation. We typically suggest that you arrange
these, or we invoice them to you at cost plus 5%. We will only ever incur these
costs with your express approval.
Our other standard terms and conditions are attached to this proposal.
Agite Proposal
Monthly Advisory Retainer
s7(2)(b)(ii)
Monthly disbursements
s7(2)(b)(ii)
s7(2)(b)(ii)
Client acceptance
To confirm your acceptance of this Engagement, please sign below - easy as
that. We also attach our standard terms and conditions below.
I, Liam Hodgetts, agree to the terms of this agreement and I agree that my
typed name below can be used as a digital representation of my signature
to that fact.
s7(2)(a)
Liam Hodgetts
SIGNED BY
Liam Hodgetts
SIGNED ON
Date Signed: 18 Jun 2024
Time Signed: 12:19
IP ADDRESS FROM SIGNATURE LOCATION
223.26.27.204, 35.178.44.253
Terms & Conditions
1. The Consultant shall perform the Services as described in the attached
documents.
2. Nothing in this Agreement shall restrict, negate, modify or limit any of
the Client’s rights under the Consumer Guarantees Act 1993 where the
Services acquired are of a kind ordinarily acquired for personal,
domestic or household use or consumption and the Client is not
acquiring the Services for the purpose of a business.
3. The Client and the Consultant agree that where all, or any of, the
Services are acquired for the purposes of a business the provisions of
the Consumer Guarantees Act 1993 are excluded in relation to those
Services.
4. In providing the Services the Consultant shall exercise the degree of
skill, care and diligence normally expected of a competent professional.
5. The Client shall provide to the Consultant, free of cost, as soon as
practicable following any request for information, all information in his
or her power to obtain which may relate to the Services. The Consultant
shall not, without the Client’s prior consent, use information provided by
the Client for purposes unrelated to the Services. In providing the
information to the Consultant, the Client shall ensure compliance with
the Copyright Act 1994 and shall identify any proprietary rights that any
other person may have in any information provided.
6. The Client may order variations to the Services in writing or may
request the Consultant to submit proposals for variation to the Services.
Where the Consultant considers a direction from the Client or any other
circumstance is a Variation the Consultant shall notify the Client as
soon as practicable.
7. The Client shall pay the Consultant for the Services the fees and
expenses at the times and in the manner set out in the attached
documents. Where this Agreement has been entered by an agent (or a
person purporting to act as agent) on behalf of the Client, the agent
and Client shall be jointly and severally liable for payment of all fees
and expenses due to the Consultant under this Agreement.
8. All amounts payable by the Client shall be paid within twenty (20)
working days of the relevant invoice being mailed to the Client. Late
payment shall constitute a default, and the Client shall pay default
interest on overdue amounts from the date payment falls due to the
date of payment at the rate of the Consultant’s overdraft rate plus 2%
and in addition the costs of any actions taken by the Consultant to
recover the debt.
9. Where Services are carried out on a time charge basis, the Consultant
may purchase such incidental goods and/or Services as are
reasonably required for the Consultant to perform the Services. The
cost of obtaining such incidental goods and/or Services shall be
payable by the Client. The Consultant shall maintain records which
clearly identify time and expenses incurred.
10. Where the Consultant breaches this Agreement, the Consultant is liable
to the Client for reasonably foreseeable claims, damages, liabilities,
losses or expenses caused directly by the breach. The Consultant shall
not be liable to the Client under this Agreement for the Client’s indirect,
consequential or special loss, or loss of profit, however arising, whether
under contract, in tort or otherwise.
11. The maximum aggregate amount payable, whether in contract, tort or
otherwise, in relation to claims, damages, liabilities, losses or expenses,
shall be five times the fee (exclusive of GST and disbursements) with a
maximum limit of $NZ250,000.
12. Without limiting any defences a Party may have under the Limitation
Act 2010, neither Party shall be considered liable for any loss or
damage resulting from any occurrence unless a claim is formally made
on a Party within 6 years from completion of the Services.
13. The Consultant shall take out and maintain for the duration of the
Services a policy of Professional Indemnity insurance for the amount of
liability under clause 11. The Consultant undertakes to use all
reasonable endeavours to maintain a similar policy
of insurance for six
years after the completion of the Services.
14. If either Party is found liable to the other (whether in contract, tort or
otherwise), and the claiming Party and/or a Third Party has contributed
to the loss or damage, the liable Party shall only be liable to the
proportional extent of its own contribution.
15. Intellectual property prepared or created by the Consultant in carrying
out the Services (“New Intellectual Property”) shall be jointly owned by
the Client and the Consultant. The Client and Consultant hereby grant
to the other an unrestricted royalty- free license in perpetuity to copy
or use New intellectual Property. Intellectual property owned by a Party
prior to the commencement of this Agreement and intellectual property
created by a Party independently of this Agreement remains the
property of that Party. The ownership of data and factual information
collected by the Consultant and paid for by the Client shall, after
payment by the Client, lie with the Client. The Consultant does not
warrant the suitability of New Intellectual Property for any purpose other
than the Services or any other use stated in the Agreement.
16. The Consultant and the Client will be aware of, and comply with, any
relevant obligations imposed on them under the Health and Safety at
Work Act 2015 (the “Act”). The Consultant has not and will not assume
any duty imposed on the Client from time to time pursuant to the Act
arising out of this engagement.
17. The Client may suspend all or part of the Services by notice to the
Consultant who shall immediately make arrangements to stop the
Services and minimise further expenditure. The Client and the
Consultant may (in the event the other Party is in material default)
terminate the Agreement by notice to the other Party. Suspension or
termination shall not prejudice or affect the accrued rights or claims
and liabilities of the Parties.
18. The Parties shall attempt in good faith to settle any dispute by
mediation.
19. This Agreement is governed by the New Zealand law, the New Zealand
courts have jurisdiction in respect of this Agreement, and all amounts
are payable in New Zealand dollars.
20. The Consultant and the Client agree that the hourly, daily or retainer
rates will be adjusted on the 12-month anniversary of the commission.
The adjustment will be for inflation as measured by the New Zealand
CPI.
21. The Consultant and the Client agree that the Consultant will charge a
5% disbursement fee, that will cover all minor disbursements and other
out of pocket expenses. This shall exclude major disbursements such as
airfares, accomodation, media monitoring or other items.
22. The Consultant and the Client agree that where major disbursements
are incurred, such as airfare, accomodation, media monitoring or other
such costs, they will be invoiced to the Client at cost plus 5%.
