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PPP in Local Authorities
29 May - 30 May 2002
PPP in Local Authorities
In the growing PPP market develop your understanding of the local authority PPP market and the latest innovations in this field by attending SAE Media Group’s third PPP in Local Authorities conference.

Discuss the future of the local authority PPP market with David Locke and Richard Kemp from the 4Ps. Develop an in-depth understanding of the application of PPP in local authority projects by listening to and learning from the practical experience and expertise of UK local government and councils including George Blyth from Sunderland City Council and Michael Pitt from Kent County Council.

This conference will look at key projects taking place across local authorities, how these PPP’s a re developing and changing and the future of PPP as a financial tool for PPP from the perspective of both the public and private sector.

Conference agenda

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8:30

Registration and Coffee

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9:00

Introduction to Project Management

  • Introducing workshop leader and delegate interest
  • The basics - approach and tools
  • Success and failure - what research shows
  • Organising projects - structures and methods
  • Definition and appraisal
  • Case Study - The London Ambulance Service (part 1)
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    10:30

    Morning Coffee

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    11:00

    Project planning & Control

  • An integrated model
  • The key techniques explained - pros and cons
  • Control - time, cost, quality, scope, resources
  • Risk management - philosophy and method
  • Case Study - The London Ambulance Service (part 2)
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    12:30

    Lunch

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    13:30

    The project Managers

  • Essential personal skills
  • Understanding power and negotiation
  • Handling conflict
  • Case Study - The Channel Tunnel project (part 1)
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    15:00

    Afternoon Tea

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    15:30

    The Project Team

  • Team development and roles
  • Effective project teams
  • Team size and membership
  • Case Study - The Channel Tunnel project (part 2)
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    17:00

    Discussion and questions – review of the session

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    17:30

    Close of Briefing

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    8:30

    Registration and Coffee

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    9:00

    Chairman's Opening Remarks

    David Stark

    David Stark, Managing Director, Keppie Design

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    9:10

    OVERVIEW OF PPPS AND PFI IN LOCAL AUTHORITIES

    David Locke

    David Locke, Director, 4Ps, United Kingdom

  • Progress on Local Authority PPP and PFI schemes
  • Experience to date and lessons learned
  • Role played by the 4Ps
  • Issues affecting the different Local Authority service areas
  • The future for PPP’s and PFI in Local Government
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    9:40

    FINANCING AND FUNDING OF PPPS

    Paul Letherdale

    Paul Letherdale, Head of Special Finance, DePfa Bank

  • The key aspects involved in financing PPP’s in Local Authorities
  • The structure, content and evaluation of projects
  • Priorities & problems: how to move things forward quickly
  • Key stages to be closely monitored
  • Overcoming constraints- how to make projects more financiable
  • Future of the market- what is the future of the financial market for PPP’s in Local Authorities: Basle 2
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    10:20

    PUK’S ROLE IN THE PROJECT REVIEW GROUP

    Akshay Kaul

    Akshay Kaul, Assistant Director, Partnership UK

  • Purpose of the PRG
  • PUK’s role in PRG review
  • Appraisal criteria
  • Benefits to Local Authorities from the PRG process
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    11:00

    Morning Coffee

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    11:20

    THE BT PROJECT

    Richard Kemp

    Richard Kemp, Deputy Leader Liverpool City Council, Chair, 4Ps

  • A case study from Liverpool City Council- the BT project
  • A list of key aims and objectives of what is to be achieved
  • Update of the procedures taking place for the review and what it involves
  • Development of all issues, where the problems arise?
  • Lessons and outcomes from the project, what have we learnt?
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    12:00

    SUNDERLAND CITY COUNCIL CASE STUDY

    George Blyth

    George Blyth, Assistant City Treasurer, Sunderland City Council

  • Project background and overview of work to be carried through – design, build, fitting out, financing and operation of facilities
  • An explanation of the bidding process, how it was negotiated and conducted
  • How the process can be improved- lessons learned
  • Building a lasting partnership
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    12:40

    Lunch

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    14:00

    PARTNERSHIPS...HOW TO MAKE THEM WORK

    Brian Staples

    Brian Staples, Chief Executive, Amey

  • Are partnerships understood?
  • Very difficult for the public sector to deliver
  • Properly planned from the outset
  • Cannot be achieved by contract
  • Top level ownership, cascaded throughout the team
  • Constant need for maintenance and refreshment
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    14:40

    DEVELOPING A WASTE MANAGEMENT PROJECT

    Cathy Loughead

    Cathy Loughead, Waste Strategy Manager, Leicester City Council

  • The initial stages of developing a waste management project
  • Impact of the government’s Waste Strategy 2000
  • Why choose PFI?
  • What are the key financial matters that can affect the project
  • Legal and technical considerations which will be of importance when dealing with a waste management project
  • Key outcomes: what will PFI in waste management achieve?
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    15:20

    Afternoon Tea

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    15:40

    THE PFI BIDDING PROCESS

    Bob Shekleton

    Bob Shekleton, Managing Director, Jarvis Infrastructure Projects

  • What attracts the private sector to bid for a project?
  • What the public sector can do to improve the bidding process and reduce cost of bidding and encourage innovation
  • How the public sector can adversely affect price and discourage innovation
  • Examples of good public sector practice
  • Examples of bad public sector practice
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    16:20

    THE A TO Z OF LEGAL ISSUES RELATED TO PPP

    Simon Randall CBE

    Simon Randall CBE, Head of Local Government Services, Lawrence Graham

  • Partnership vehicles
  • Meeting the Local Authorities aspirations
  • Inputs, implementation and outcomes
  • Monitoring arrangements
  • Pitfalls to be avoided
  • Procurement issues
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    17:00

    Chairman’s Closing Remarks and Close of Day One

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    8:30

    Re-registraton and Coffee

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    9:00

    Chairman's Opening Remarks

    Chris Ward

    Chris Ward, Partner, Beachcroft Wansbroughs

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    9:10

    THE ECONOMIC RATIONALE BEHIND USING PFI/PPP

    Anthony Sykes

    Anthony Sykes, Deputy General Manager, Sumitomo Mitsui Banking Corporation

  • PFI – what is it? The fundamental characteristics and forms of PPP?
  • When and why should Public Private Partnerships be considered from the Local Government perspective
  • The outline of the potential benefits and limitations of PPP
  • PFI/PPP and the banks lending decision
  • Future trends in PFI/PPP financing
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    9:40

    PPP AND LOCAL AUTHORITIES IN IRELAND

    Eddie Lewis

    Eddie Lewis, Head of PPP Unit, Department of Environment and Local Government

  • The policy framework for PPP’s in Ireland
  • Developments in the Local Government sector
  • Implementation : management of a PPP project
  • Project choice to contract award
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    10:20

    KNOWING WHEN A PARTNERSHIP IS RIGHT (AND SOMETIMES WRONG) FOR YOUR LOCAL AUTHORITY

    Michael Pitt

    Michael Pitt, Chief Executive and Vice President of SOLACE, Kent County Council

  • The viewpoint of the Leader and Chief Executive on partnering
  • The changing roles of a Local Authority and the focus on outcomes and communities
  • Why partner? Bringing our respective talents, creativity, resources and technology to the table
  • Critical success factors and the procurement process - there has to be a better way!
  • Learning from a wide variety of partnering experience, both good and bad
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    11:00

    Morning Coffee

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    11:20

    BUILDING AND MAINTAINING SCHOOL PROJECTS

    Ged Rowney

    Ged Rowney, Assistant Director, Children's and Young Peoples Department, Brighton and Hove City Council

  • PFI/PPP in school and education- descriptions of the implementing PPP in schools
  • What can PPP do for education, the advantages and disadvantages of PFI financing in school projects
  • A case study, how did the school members deal with the interruption of PFI?
  • Managing the project –dealing with complications in implementing the projects
  • Financing the deal, what are the issues for PPP in building and maintenance of schools
  • Lesson that have been learnt from the case study
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    12:00

    A CASE STUDY PERSPECTIVE FROM ESSEX COUNTY COUNCIL

    Sean O'Donnell

    Sean O'Donnell, Head of Finance, Essex County Council

  • The case study itself - development of new road
  • Implementing PPP - the establishing of a project team, the procurement and programme
  • Selecting a preferred partner, documenting and recording of the selection process, issuing and evaluating proposals
  • Negotiating the agreement - preparation and process
  • Working with a partner - communication and conflict resolution
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    12:40

    Lunch

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    13:40

    PFI CASE STUDY FROM WALSALL METROPOLITAN COUNCIL

    Hardial Bhogal

    Hardial Bhogal, Chief Executive, Walsall Metropolitan Council

  • An overview of the case study in street lighting
  • The different models and their implementation- what are the risk factors that influence choice?
  • Preparation of service delivery through PPP- what needs to be addressed before becoming involved in PPP?
  • Do the benefits of PPP outweigh the costs? If not then why choose PPP?
  • Assigning of the responsibility within the organisation and establishing the procedure- how much change occurs in the organisation, how is it dealt with?
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    14:20

    SOCIAL HOUSING IN PFI

    David Wood

    David Wood, Controller, Project Finance Commercial Division, Nationwide Building Society

  • PFI social housing
  • Funding for social housing
  • Key risks
  • The future
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    15:00

    Afternoon Tea

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    15:20

    DELIVERING QUALITY DESIGN IN PPP’S

    Dr Stephen King

    Dr Stephen King, Head of Public Affairs, Commission for Architecture and the Built Environment (CABE)

  • Defining design quality – more than just architecture
  • The link between design quality and service delivery
  • Getting the process right to deliver design quality
  • Setting the right budget: Whole life Value, Value for Money and Best Value
  • Evaluation of bids
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    16:00

    PPP’S IN SOCIAL SERVICES

    Nick Welch, Assistant Director, Oxfordshire County Council

    Nick Welch, Assistant Director, Oxfordshire County Council, and, Rob Francis, Partner, PKF

  • The use of private finance in the changing world of elderly care
  • Dealing with the uncertainties of future care standards, funding responsibilities, commissioning requirements and the joint responsibilities of local authorities and primary care trusts
  • The external funding arrangements for an incremental investment programme
  • The governance structure between the authority and the provider
  • A model relationship for managing change?
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    16:40

    PFI IN THE CRIMINAL JUSTICE SECTOR

    Peter Chambers

    Peter Chambers, Senior Manager, PricewaterhouseCoopers

  • A brief overview of PFI in the police and court sectors
  • Application of lessons learned from these schemes to other parts of local government
  • Taking the wider view - whole estate reviews and challenging existing methods of service delivery
  • Using PFI investment to engineer change
  • Joined up Government in action - joint working between agencies
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    17:00

    Chairman's Closing Remarks and Close of Conference

    Workshops

    PPP/PFI in Local Authorites - Project Management

    PPP/PFI in Local Authorites - Project Management

    The Hatton, at etc. venues
    31 May 2002
    London, United Kingdom

    PPP/PFI in Local Authorites - Project Management

    PPP/PFI in Local Authorites - Project Management

    The Hatton, at etc. venues
    31 May 2002
    London, United Kingdom

    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues

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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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