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Staffing Issues in PPP/PFI Projects
24 February - 25 February 2003
Staffing Issues in PPP/PFI Projects

The problems surrounding staffing in PFI/PPP is particularly topical due to the recent concessions made in REM and the introduction of pilot schemes.

It is the aim of this conference to offer guidance to the best ways to staff PFI projects.

Topics covered at the conference will include the widespread problems of recruitment and retention, changes to employment structures, Retention of Employment Model (REM) and the TUPE regulations, which will be discussed both in theoretical terms and through practical current PFI case studies.

Benefits of Attending

- Identify the key issues in staff recruitment and retention

- Understand the effect of REM/TUPE on private sector contractors

- Discover the terms and conditions offered to transferring staff

- Learn from pilot schemes using REM

- Hear from leading Union representatives

- Gain an insight into employment and pension law issues

A unique opportunity to learn from leading industry experts including:

Morag MacSween, Associate Director, Audit Commission
Karen Jennings, National Secretary, Health, UNISON
Barry Fawcett, Professional Assistant, National Union of Teachers
Norman Rose, Director-General, Business Services Association
Rob Hann, Legal Executive, 4ps
John Adams, Managing Director, Serco Local Government, Serco
Duane Passman, Project Director, Barking Havering & Redbridge Hospitals NHS Trust
David Marriott, Human Resources Manager, Core and Facility Services, University Hospitals Coventry & Warwickshire NHS Trust
Barry Clarke, Head of Design, Build & Facilities, New Hospitals Development, Barts and the London NHS Trust
Brian Ibell, Assistant Chief Executive, PFI Project Director, Southern Derbyshire Acute Hospitals NHS Trust
Dr Kirit Modi, Assistant Director, CEA@Islington
Ian Keys, Partnership Director, Pinnacle psg

Conference agenda

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8:30

Registration and Coffee

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9:00

Disclosure of Workforce Information

  • What the public sector body can disclose and what the new service provider should ask for
  • Obligations under TUPE, the Data Protection Act, duties of client confidentiality and Government guidance
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    9:40

    CaseStudy on Disclosure

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    10:05

    What Terms & Conditions Transfer Under TUPE for PPPs?

  • Identifying contractual terms including collective terms and conditions
  • Amendment of terms and conditions, policies and procedures
  • Legal obligations under TUPE and case law
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    10:45

    Morning Coffee

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    11:00

    Practical Study on dealing with Transferring Terms and Conditions and how changes might be made.

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    11:20

    Costing the New Workforce

  • A practical assessment of the cost of employing transferring staff and new recruits.
  • Relevant case law, the code of practice on two tier workforces and practical guidance on staff costing
  • We will facilitate workgroups to go through a costing model
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    12:10

    Questions

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    12:30

    Close of Briefing

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    8:30

    Registration and Coffee

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    9:00

    Chairman's Opening Remarks

    Norman Rose

    Norman Rose, Director-General, Business Services Association

    Norman Rose

    Norman Rose, Director-General, Business Services Association

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    9:10

    IMPORTANCE OF MAINTAINING FLEXIBILTY

  • Overview of employment systems on the cost of bidding
  • Issues arising from REM/TUPE that affect contractors
  • Limiting the effect of the ROE model on the price of the projects
  • Keeping staff in the NHS
  • Norman Rose

    Norman Rose, Director-General, Business Services Association

    Norman Rose

    Norman Rose, Director-General, Business Services Association

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    9:40

    NHS REFORM

  • Movement in pay modernisation
  • The need to speed up reforms
  • How will the pension issue be addressed?
  • Primacy to profit rather than service
  • Will REM make staff feel rewarded, valued and involved?
  • Looking at the future issues in recruitment and retention under PPP/PFI
  • Karen Jennings

    Karen Jennings, National Secretary, Health, UNISON

    Karen Jennings

    Karen Jennings, National Secretary, Health, UNISON

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    10:20

    CASE STUDY

    Duane Passman

    Duane Passman, Project Director, Barking Havering & Redbridge Hospitals NHS Trust

  • How will the new retention model be implemented?
  • Terms and conditions offered to transferred staff
  • What benchmark is being set for future local negotiations?
  • What has been learnt from the pilot?
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    11:00

    Morning Coffee

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    11:20

    DERBY PFI HOSPITAL

    Brian Ibell

    Brian Ibell, Assistant Chief Executive, PFI Project Director, Southern Derbyshire Acute Hospitals NHS Trust

  • Skills requirement
  • Additional/reducing staffing levels
  • Managing transition from the public to private sector
  • Meeting expectations – both staff and management
  • Workforce planning
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    12:00

    PANEL DISCUSSION

    Brian Ibell

    Brian Ibell, Assistant Chief Executive, PFI Project Director, Southern Derbyshire Acute Hospitals NHS Trust

    Karen Jennings

    Karen Jennings, National Secretary, Health, UNISON

    Karen Jennings

    Karen Jennings, National Secretary, Health, UNISON

    Norman Rose

    Norman Rose, Director-General, Business Services Association

    Norman Rose

    Norman Rose, Director-General, Business Services Association

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    12:40

    Lunch

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    14:00

    CASE STUDY

    David Marriott

    David Marriott, Human Resources Manager, Core and Facility Services, University Hospitals Coventry & Warwickshire NHS Trust

  • How is the new retention model being developed?
  • Terms and conditions offered to transferred staff
  • How does REM address the pensions issue?
  • What benchmark is being set for future negotiations?
  • Importance of union involvement in developing the model
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    14:40

    CASE STUDY

    Barry Clarke

    Barry Clarke, Head of Design, Build & Facilities, New Hospitals Development, Barts and the London NHS Trust

  • Dealing with large scale complexities in staffing
  • Terms and conditions offered to transferred staff
  • How to address the pensions issue?
  • Lessons learnt
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    15:20

    Afternoon Tea

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    15:40

    REM - EMPLOYMENT LAW ISSUES

    Helen Boddy

    Helen Boddy, Partner & Head of Employment, Shadbolt & Co Solicitors

  • TUPE v REM
  • REM in practice
  • Increased risk of claims
  • Will REM prevent a two-tier workforce?
  • Expected benefits/problems
  • How effective will REM be?
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    16:20

    WORKING WITH TUPE

    Emma Burrows

    Emma Burrows, Partner, Head of Employment, Trowers & Hamlins

  • Issues surrounding employee relations
  • Cost of employing transferring staff
  • Staff costing
  • Code of practice on two tier workforce
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    17:00

    Chairman’s Closing Remarks and Close of Day One

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    8:30

    Re-registration & Coffee

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    9:00

    Chairman's Opening Remarks

    Howard Barrie

    Howard Barrie, Partner, Head of Project Finance, Denton Wilde Sapte

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    9:10

    RECRUITMENT AND RETENTION IN PUBLIC SERVICES

    Morag MacSween

    Morag MacSween, Associate Director, Audit Commission

  • The supply and demand of public sector staff
  • What attracts people to work in public services?
  • Why do people leave?
  • Morale, image and the ‘national conversation’ about public services
  • The critical success factors for retention
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    9:40

    A UNION PERSPECTIVE OF PPP/PFI IN EDUCATION

    Barry Fawcett

    Barry Fawcett, Professional Assistant, National Union of Teachers

  • TUPE recruitment and retention structure
  • Is value for money being delivered under PFI?
  • Limitations in TUPE’s protection of staff
  • Is the transfer of staff necessary?
  • The need for an effective staffing framework
  • Drawing an analogy with other sectors
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    10:20

    MANAGING LARGE SCALE STAFF TRANSFERS

  • View of transfer structure
  • The case for protecting employment rights
  • Local government pension scheme
  • A need for regular reviews
  • Options available to local authorities
  • Funding structure for employees in the private sector
  • John Adams

    John Adams, Managing Director, Serco Local Government, Serco

    John Adams

    John Adams, Managing Director, Serco Local Government, Serco

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    11:00

    Morning Coffee

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    11:20

    CASE STUDY

  • Education outsourcing context in Islington
  • Arrangements for staff transfer
  • Pension arrangements
  • Developments since outsourcing
  • Key issues for other outsourcing arrangements
  • Dr Kirit Modi

    Dr Kirit Modi, Assistant Director, CEA@Islington

    Dr Kirit Modi

    Dr Kirit Modi, Assistant Director, CEA@Islington

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    12:00

    PANEL DISCUSSION

    Barry Fawcett

    Barry Fawcett, Professional Assistant, PFI Unit, National Union of Teachers

    Dr Kirit Modi

    Dr Kirit Modi, Assistant Director, CEA@Islington

    Dr Kirit Modi

    Dr Kirit Modi, Assistant Director, CEA@Islington

    John Adams

    John Adams, Managing Director, Serco Local Government, Serco

    John Adams

    John Adams, Managing Director, Serco Local Government, Serco

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    12:40

    Lunch

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    14:00

    THE WIDESPREAD ISSUES CONCERNING RECRUITMENT AND RETENTION IN PUBLIC SERVICES

    Rob Hann

    Rob Hann, Legal Executive, 4ps

  • Insight into projects worked on
  • Supply and demand of public sector staff
  • What transfer of employment structures have been used?
  • How can the private sector address the problem issues?
  • The role of the Government in implementing a practical transfer model
  • Legal and practical consequences of applying a transfer model
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    14:40

    STAFFING ISSUES IN LOCAL GOVERNMENT PPP/PFI PROJECTS

  • Overview of projects
  • Staffing issues that have arisen from projects
  • What has been the best way to deal with staffing issues?
  • Employee access to occupational pension schemes
  • Transfer of employment rights
  • How effective is TUPE as a model in local authority PPP/PFI?
  • Ian Keys

    Ian Keys, Partnership Director, Pinnacle psg

    Ian Keys

    Ian Keys, Partnership Director, Pinnacle psg

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    15:20

    Afternoon Tea

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    15:40

    EMPLOYMENT LAW ISSUES

  • Update on TUPE and the new TUPE regulations
  • Legal models for transfer
  • Employment liabilities and risk allocation
  • Retention of employment - legal issues
  • Michael Ryley

    Michael Ryley, Partner, Head of Employment Group, Masons

    Michael Ryley

    Michael Ryley, Partner, Head of Employment Group, Masons

    clock

    16:20

    PANEL DISCUSSION

    Rob Hann

    Rob Hann, Legal Executive, 4ps

    Michael Ryley

    Michael Ryley, Partner, Head of Employment Group, Masons

    Michael Ryley

    Michael Ryley, Partner, Head of Employment Group, Masons

    Ian Keys

    Ian Keys, Partnership Director, Pinnacle psg

    Ian Keys

    Ian Keys, Partnership Director, Pinnacle psg

    clock

    17:00

    Chairman's Closing Remarks and Close of Conference

    Workshops

    The TUPE Regulations

    The TUPE Regulations

    The Hatton, at etc. venues
    26 February 2003
    London, United Kingdom

    The TUPE Regulations

    The TUPE Regulations

    The Hatton, at etc. venues
    26 February 2003
    London, United Kingdom

    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues

    HOTEL BOOKING FORM

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    WHAT IS CPD?

    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.

    CPD AND PROFESSIONAL INSTITUTES

    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.

    TYPICAL CPD SCHEMES AND RECORDING OF CPD (CPD points and hours)

    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SAE Media Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.

    GLOBAL CPD

    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@saemediagroup.com

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