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PPP in Education will bring together the key public and private sector organisations from the UK who are leading the development of the PPP market. DON’T miss out on the opportunity to meet and network with existing public and private players of PPP in Education. It’s also your chance to find out where opportunities may arise for further PPP projects in Education.

The number of PFI/PPP deals in the education sector has increased significantly since 1997. SMi has therefore identified the need to provide a forum where the latest opportunities and critical issues in public private partnerships in Education can be addressed.

This is your opportunity to:

  • Find out public sector perspectives of what is expected from the private sector
  • Evaluate whether refinancing deals threaten value for money in the private sector
  • Find out how Project 2002, the biggest PPP project in the UK education sector is progressing
  • Discover the pros and cons of PFI financing in school projects

Some of the speakers include:

  • Jim Lockie, Team Leader, Schools Private Finance Team, Department for Education and Skills
  • Martin Lipson, Executive, 4ps
  • Ian McDonald, Deputy Director of Education, Glasgow City Council, Education Department
  • Moira Bishop, Principal PFI Officer, London Borough of Tower Hamlets

Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Stephen Matthew

Stephen Matthew, Partner, Head of Projects, Eversheds

9:10 SHARING THE BENEFITS OF EXPERIENCE

Jim Lockie

Jim Lockie, Team Leader, Schools Private Finance Team, Department for Education and Skills

  • Standardisation
  • Development of schools PFI
  • Good practice
  • 9:40 SCHOOLS PFI

    Alan Aisbett

    Alan Aisbett, Partner, Pinsent Curtis Biddle

  • Opportunities for streamlining negotiations
  • Progress of standardisation in schools and local authority PFI
  • Obstacles that still remain
  • The future
  • 10:20 REFINANCING THE DEAL

    Mike Bithell

    Mike Bithell, Assistant Director, Deloitte & Touche

  • What form of refinancing gain is acceptable?
  • Is it a windfall or a reward for risk and additional costs?
  • How to achieve an equitable outcome that protects the taxpayer
  • 11:00 Morning Coffee

    11:20 THE CASE STUDY OF THE BIRMINGHAM GROUP PFI PROJECT

    Peter Farrell

    Peter Farrell, EPS Manager, Birmingham City Council, Education Property Services

  • Project summary
  • Finding partners
  • Managing the project
  • Financing the project
  • Lessons learnt
  • 12:00 THE CASE STUDY TOWER HAMLETS

    Moira Bishop

    Moira Bishop, Head of Capital Strategy and School Organisation, London Borough of Waltham Forest

  • Identification of stakeholders
  • Consultation
  • Securing commitment
  • Role of stakeholders during the contract
  • 12:40 Lunch

    14:00 LEGAL STANDARDISATION OF SCHOOL PFI

    Steven Matthew

    Steven Matthew, Head of Projects Group, Partner, Eversheds

  • Does standardisation fit school specific issues?
  • What does standardisation not cover?
  • What will be the concerns of governing bodies and employees?
  • How should standardisation be dealt with in negotiations (should amendments be permitted or not)?
  • 14:40 PROJECT 2002: THE BIGGEST PRIVATE PUBLIC PARTNERSHIP IN THE UK EDUCATION SECTOR

    Ian McDonald

    Ian McDonald, Deputy Director of Education, Glasgow City Council, Education Department

  • Considering new funding methods in Scotland
  • Project 2002: raising standards through world class facilities
  • Funding solutions for the city's 29 secondary schools by August 2002
  • Considering alternative funding options
  • Is PFI the right funding method?
  • How to access local government funds
  • 15:20 Afternoon Tea

    15:40 GLASGOW SCHOOLS

    Michael G. McAuley

    Michael G. McAuley, Partner, Dundas & Wilson

  • Role of the council in providing the education service
  • Council’s objectives for accommodation and ICT
  • The preferred model and single point responsibility
  • Whole project approach and lender concerns
  • Key issues arising out of standardisation
  • 16:20 THE POTENTIAL OF PPP IN THE SCOTTISH EDUCATION SYSTEM

    Andrew Clearie

    Andrew Clearie, Project Adviser, The Scottish Executive

  • Present projects
  • Potential PPP models
  • The rewards and the advantages of PPP
  • View of the future
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    James Dunmore

    James Dunmore, Manager, PricewaterhouseCoopers

    9:10 PFI AND SCHOOLS

    Martin Lipson

    Martin Lipson, Executive, 4ps

  • The pros and cons of PFI financing in school projects
  • The overview of the operational projects so far
  • The signed projects so far
  • The case study of the Portsmouth Miltoncross Secondary School
  • 9:40 EDUCATION FACILITIES IN SWANSCOMBE

    Grahame Ward

    Grahame Ward, Assistant Director (Resources), Kent County Council

  • Challenge of doing second half of secondary school under PFI
  • Integrated community facilities
  • Signing of the deal
  • Future developments
  • 10:20 THE PFI FUNDING OF A GROUP OF SCHOOLS

    Paul Gerrard

    Paul Gerrard, Head of Education Finance, Stoke-on-Trent City Council

  • Developing the business case
  • Choosing the private sector partners
  • Managing affordability
  • Managing the procurement process
  • 11:00 Morning Coffee

    11:20 REFINANCING OF PFI PROJECTS

    Jim Buchanan

    Jim Buchanan, Partner, Berwin Leighton Paisner

  • Ensuring the authority receives a fare share of the refinancing gains
  • Ensuring that the private sector is incentivised to identify and deliver refinancing gain
  • 12:00 SCHOOL PFI PROJECTS AND LOCAL MANAGEMENT

    Tim Costello

    Tim Costello, Partner, Eversheds

  • How does local management of schools interact with PFI contracting?
  • Local management and grouped schools projects
  • Variations (including small works)
  • Involvement of Governing Bodies in PFI procurement
  • 12:40 Lunch

    14:00 AN EDUCATION PFI PROJECT

    Phyllis Dunipace

    Phyllis Dunipace, Assistant Director, Community and Lifelong Learning, London Borough of Lambeth

  • Project summary
  • The latest initiatives of PFI
  • The advantages of PFI financing as opposed to other methods
  • Working with stakeholders
  • 14:40 PPP- WHAT DO YOU THINK OF IT SO FAR?

    Tim Russell

    Tim Russell, PPP/PFI Adviser, Higher Education Funding Council for England

  • Role of the HEFCE
  • Current projects
  • Experience of commercial partnerships
  • Lessons learnt
  • 15:20 Afternoon Tea

    15:40 AN EDUCATION PFI PROJECT

    Kate Griffin

    Kate Griffin, Head Teacher, Greenford High School

  • Project summary
  • The latest initiatives of PFI
  • The planning gain of the private sector
  • The advantages of PFI financing as opposed to other methods
  • 16:20 HIGHER EDUCATION INSTITUTIONS

    Tim Wetten

    Tim Wetten, Head of Media and Technology Services, Imperial College of Science, Technology and Medicine

  • An overview of Imperial College’s IT PFI project
  • Two years into the deal
  • Lessons learned
  • 17:00 Chairman's Closing Remarks and Close of Conference

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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, SMI 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@smi-online.co.uk

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