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PPP in Local Authorities
26 May - 27 May 2004
PPP in Local Authorities
Public Private Partnerships have become the funding method of choice for an increasing number of local authority projects. This conference will feature various case studies from different sectors and examine the key issues facing local authorities from the planning stage right through to operation.

Benefits of Attending
  • Discover the latest legislation and policy developments regarding PPPs and their effects on future projects
  • Understand the financial perspective - refinancing, making projects financially attractive, sources of finance and risk
  • Identify what makes Strategic Service Partnerships work and how to speed up and reduce costs of procurement
  • Assess the Treasury's new PFI initiatives: are we moving in the right direction?
  • Realise how to overcome the main barriers to design excellence and deliver quality design in PPP projects
  • Learn from case studies by local authorities in sectors such as schools, transport, leisure and customer services
  • Meet and network with leading industry players and raise the profile of your company


  • A unique opportunity to learn from leading industry experts including:
  • Elliot Morley, Minister of State for Environment and Agri-Environment, Department for Environment, Food and Rural Affairs
  • David Locke, Director, 4ps
  • Derek Collins, Project Executive (Head of Education, Health and Social Services Team), Office of the Deputy Prime Minister (ODPM)
  • Akshay Kaul, Assistant Director, Partnerships UK
  • Paul King, Senior Manager, Accounting and Financial Reporting, Audit Commission
  • Bruce McVean, Partnerships Advisor, Commission for Architecture and the Built Environment (CABE)
  • Philip Goodwin, Director, Pensions Operations, London Pension Fund Authority
  • David Finlay, Head of PFI Development, National Audit Office
  • Geoff Wellard, Head of Customer Services and Deputy Programme Director, Croydon Council
  • Stephen Greenhalgh, Project Director - Carlisle Northern Development Route, Cumbria County Council
  • Ken Finch, Corporate Director: Finance & Resources, Conwy County Borough Council
  • Mike Britch, Managing Director, NPS Property Consultants, Advisors to Norfolk County Council
  • John Curley, Head of ICT/Administration, Glasgow City Council, Education Services
  • Gabrielle Berring, Director - Housing Finance, Bank of Scotland
  • Michael Bryan, Associate Director, NIB Capital Bank
  • Alan Aisbett, Partner, Pinsents
  • Conference agenda

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    13:30

    Registration & Coffee

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    14:00

    Lessons from NHS LIFT

  • The structure of the partnership
  • How to maximise the opportunities
  • Control and governance issues
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    14:45

    The future of education procurement

  • The options within Building School for the Future
  • The investment requirements
  • What are the threats/opportunities
  • How to maximise the long term partnership
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    15:15

    Afternoon Coffee

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    15:30

    Prudential borrowing

  • The rules
  • The opportunities
  • How to use the powers
  • Options analysis as to how the power may best be used.
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    17:20

    Opportunities to wider local government initiatives

  • New procurement vehicles
  • The private sector view
  • The future of the public/private interface.
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    17:20

    Discussion and questions – review of the session

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    17:30

    Close of Executive Briefing

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    8:30

    Registration & Coffee

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    9:00

    Chairman's Opening Remarks

    Dan Corry

    Dan Corry, Director, New Local Government Network (NLGN)

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    9:10

    DELIVERING PPP PROJECTS IN LOCAL AUTHORITIES

    David Locke

    David Locke, Director, 4Ps, United Kingdom

  • What has been achieved
  • Operational benefits of the PPP approach
  • Lessons learned
  • Challenges for the future
  • New service delivery vehicles
  • Speeding up and reducing costs of procurement
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    9:40

    PPP/PFI IN LOCAL AUTHORITIES – AN AUDIT COMMISSION PERSPECTIVE

    Paul King

    Paul King, Senior Manager, Accounting and Financial Reporting, Audit Commission

  • The Commission role
  • Experiences to date
  • Key areas to consider
  • The way forward
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    10:20

    USING PPPS TO DELIVER INVESTMENT PROGRAMMES

    Akshay Kaul

    Akshay Kaul, Assistant Director, Partnership UK

  • Overview – creating a sustainable investment programme
  • Benefits of a programme approach
  • Possibilities created by a programme approach
  • Lessons from the health and education sectors – LIFT, PfCS and BSF?
  • Translation to other sectors?
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    11:00

    Morning Coffee

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    11:20

    THE USE OF PPPs IN THE TRANSPORT SECTOR

  • The Carlisle Transport PFI Project – aims, context and objectives of the scheme
  • Securing funding and progress to date
  • Communication between the public and private sectors
  • Key lessons
  • Bob Allan

    Bob Allan, Head, Highways and Transport, Cumbria County Council

    Geoff Holden

    Geoff Holden, Project Manager, Cumbria County Council

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    12:00

    NORFOLK SCHOOLS PROJECTS

    Mike Britch

    Mike Britch, Managing Director, NPS Property Consultants, Advisors to Norfolk County Council

  • Consultations with schools
  • Decision making by schools
  • Affordability issues
  • Discussions with the DfES regarding extra funding
  • Issues of competitiveness when there is only one bidder
  • Our negotiations with Jarvis
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    12:04

    Lunch

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    14:00

    EXPERIENCES FROM GLASGOW

    John Curley

    John Curley, Head of ICT/Administration, Glasgow City Council, Education Services

  • Overview of the Glasgow Contract
  • Key considerations for a 30 year project
  • Overcoming challenges and obstacles
  • Monitoring the Contract
  • Managing changes
  • What we have learnt from our experience
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    14:40

    LEGISLATION AND POLICY DEVELOPMENTS IN LOCAL AUTHORITY PPP

    Alan Aisbett

    Alan Aisbett, Partner, Pinsents

  • What is the local authority prudential accountancy regime?
  • How will it impact upon local authority PPP standards?
  • To what extent can local authorities now charge for services?
  • What are the new trading powers and how will they work?
  • What opportunities are there for new approaches to PPP?
  • Is partnering the panacea
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    15:20

    Afternoon Tea

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    15:40

    LOCAL AUTHORITY PENSION FUNDS

    Philip Goodwin

    Philip Goodwin, Director, Pensions Operations, London Pension Fund Authority

  • 30 years of partnership for pensions software
  • Co-operation between local authorities
  • Current patterns of outsourcing
  • Formal contracting/partnerships between local authorities
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    16:20

    A FINANCIAL PERSPECTIVE ON PPP/PFI

    Michael Bryan

    Michael Bryan, Associate Director, NIB Capital Bank

  • The key issues involved in financing PPPs in Local Authorities
  • Sources of finance
  • How to make PPP projects financially attractive
  • Overcoming constraints – making projects more financiable
  • Payment mechanisms and risk
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    17:00

    CASE STUDY – CROYDON’S CUSTOMER FOCUS PFI PROJECT

    Geoff Wellard

    Geoff Wellard, Head of Customer Services and Deputy Programme Director, Croydon Council

  • Creating the PFI and finding a partner – the second attempt
  • Risk and reward – the transformation agenda
  • Building the partnership – working together
  • Making it pay – delivering the efficiencies
  • Adapting to change – meeting the changing needs of the Council
  • Delivering the goods – realising the benefits
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    17:40

    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

    David Hutton, Partner, Bevan Ashford Solicitors

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    9:10

    KEYNOTE ADDRESS - PPP AND WASTE

    Elliot Morley

    Elliot Morley, Minister of State for Environment and Agri-Environment, Department for Environment, Food and Rural Affairs (DEFRA)

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    9:40

    LESSONS FROM STRATEGIC SERVICES PARTNERING

    Derek Collins

    Derek Collins, Project Executive (Head of Education, Health and Social Services Team), Office of the Deputy Prime Minister (ODPM)

  • What are Strategic Services Partnerships?
  • What are their characteristics?
  • How did the Strategic Partnering Taskforce undertake its research?
  • From the Final report – What makes Strategic Service Partnerships work?
  • Issues to avoid – soft side/hard side
  • Moving the agenda forward
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    10:20

    THE PFI DEBATE

    David Finlay

    David Finlay, Head of PFI Department, National Audit Office

  • The state of the PFI market today
  • Key issues – are PFI projects being delivered on time, on cost? Do they offer value for money?
  • The Treasury’s new PFI initiatives: are we moving in the right direction?
  • Lessons from the audit of central government PFI
  • Managing PFI contracts well: why this will be crucial to future success
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    11:00

    Morning Coffee

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    11:20

    DESIGN ISSUES IN PPP PROJECTS

    Bruce McVean

    Bruce McVean, Partnerships Advisor, Commission for Architecture and the Built Environment (CABE)

  • Defining design quality – more than just architecture
  • Is it possible to achieve design excellence through the PFI process as it stands?
  • Ten key steps to being a successful client
  • The barriers to design excellence
  • Setting the right budget: Whole Life Value, Value for Money, and Best Value
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    12:00

    REFINANCING AND PFI PROJECTS

    Edward Yescombe

    Edward Yescombe, Director, Yescombe Consulting

  • What is a refinancing?
  • How does it benefit investors?
  • How can a local authority benefit from a refinancing gain?
  • What should be considered by local authorities before approving a refinancing?
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    12:40

    Lunch

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    14:00

    CASE STUDY – KIRKLEES METROPOLITAN BOROUGH COUNCIL

    Greg Jennings

    Greg Jennings, Assistant Director of Regeneration, Kirklees Metropolitan Borough Council, Partnerships and Procurement Service

  • Competitively selecting preferred bidder for two consecutive PFI projects
  • First project, 2001 – a ground-breaking 30-year £313m contract to upgrade 20 schools and manage the facilities
  • Difficulties and disruptions encountered
  • Successfully overcoming the hurdles
  • Second project - £65m contract to develop four special needs schools
  • Comparison with partnering approach
  • Valuable lessons learnt from our experiences
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    14:40

    UNDERSTANDING PPPs IN LEISURE

    John Dickson

    John Dickson, Director of Resources, Uttlesford District Council

  • Demand and bidding
  • Problem of complexity and risk – particularly for a small District Council – is the risk profile in the leisure sector seen as too excessive?
  • Uttlesford Leisure PFI Project – the first operational PFI leisure project
  • Overview of planning and procurement process and our operating performance since completion
  • Lessons that the PFI leisure sector as a whole can learn from this project
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    15:20

    Afternoon Tea

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    15:40

    OVERCOMING OBSTACLES - WHEN DEALS DON’T RUN SMOOTHLY

    Ken Finch

    Ken Finch, Corporate Director: Finance & Resources, Conwy County Borough Council

  • Project – a new build and refurbishment of 3 secondary schools
  • Appointing the preferred bidder in 2000 – a consortium of Alfred McAlpine/HSBC/Sodexho
  • Being in procurement stage for 3-4 years
  • Difficulties encountered and reasons for delays
  • Reaching financial close in March 2003
  • The effects of the delays and what we have learnt
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    16:20

    PPP IN SOCIAL HOUSING

    Gabrielle Berring

    Gabrielle Berring, Director, Bank of Scotland

  • What the government is looking for
  • Guidance for Local Authorities
  • Housing Revenue Account housing PFI (HRA)
  • Non Housing Revenue Account housing PFI (non HRA)
  • Effects of the amendments to The Local Authorities (Capital Finance) Regulations [2003] – pooling of receipts from disposals of housing land
  • Sources of finance and main funders
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    17:00

    Chairman's Closing Remarks and Close of Conference

    Workshops

    New Approaches To Partnering And Procurement

    New Approaches To Partnering And Procurement

    The Hatton, at etc. venues
    25 May 2004
    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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