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Hundred of schools will receive more than £939 million in capital investment during 2003 - 04 to support the building and modernisation of schools under the Private Finance Initiative (PFI). It is the aim of this conference to offer guidance, whilst bringing forward the main key issues that both the public and private sector working within or alongside the education system should be aware of.

The Private Finance Initiative (PFI) is becoming a crucial part in securing modern buildings and facilities for schools. The Private Finance Initiative (PFI) has been recognised by the Local Education Authority (LEA) as producing imaginative bids focusing on raising the standards, securing wider access and encouraging lifelong learning. Topics covered at this conference will include finance, legal, design and project management, which will be discussed in theoretical terms and through practical current PFI case studies. Whilst the conference will look at the increased number of PFI / PPP deals taking place in the education sector within the UK and will look at the future for PPP within the education sector.

Benefits of Attending
IDENTIFY and maximise your knowledge of PPP in the education sector
UNDERSTAND the key to long term partnerships, and the four pillars to a successful deal
LEARN what PFI is delivering to schools through theoretical and practical experiences
DISCOVER future PFI/PPP developments in the Education sector
MEET and network with leading industry players

A unique opportunity to learn from leading industry experts including:

  • Jim Lockie, Head of Schools Private Finance Unit, Department for Education and Skills
  • Martin Lipson, Executive, 4ps
  • David Finlay, Head of PFI Development, National Audit Office
  • Greg Birdseye, Associate Director, Public Services Research Directorate, Audit Commission
  • Caroline Fraser, Enabling Advisor, Commission for Architecture and Built Environment (CABE)
  • Hugh Howe, Head Teacher, Fir Vale School
  • Andrew Beard, Head of Education Planning & Premises, Sheffield City Council
  • Philip Head, Assistant Director Infrastructure and Property Services, Learning and Skills Council
  • Paul Gerrard, Head of Education and Finance, Stoke-on-Trent City Council
  • Patrick McNally, Head of the PPP Unit, Department of Education Northern Ireland
  • Conference programme

    8:30 Registration and Coffee

    9:00 Chairman's Opening Remarks

    Stephen Matthews

    Stephen Matthews, Partner, Eversheds

    9:10 MAKING SCHOOLS’ PFI EASIER

    Martin Lipson

    Martin Lipson, Executive, 4ps

  • The value of standardisation
  • 4ps schools PFI procurement pack
  • Building up skills in LEAs
  • Benefits of LEA network groups
  • What is not being learnt?
  • Is the market responding?
  • 9:40 ICT IN THE EDUCATION SYSTEM

    Kevin Rennie

    Kevin Rennie, Team Leader, Department for Education and Skills

  • The business case for ICT
  • Making ICT integral to teaching and learning
  • The Dudley case study
  • The future of PFI in ICT projects
  • 10:20 WHAT IS PFI DELIVERING FOR SCHOOLS?

  • ‘Scope of the Audit Commission’s recent study’ – review of PFI outcomes
  • Key findings- service outcomes, building quality and costs
  • Measuring best value in PFI
  • Improving the performance of PFI
  • Greg Birdseye

    Greg Birdseye, Associate Director, Public Services Research Directorate, Audit Commission

    Sue Sanders

    Sue Sanders, Consultant, Audit Commission

    11:00 Morning Coffee Sponsored by PFI Solutions

    11:20 THE IMPORTANCE OF EFFECTIVE DESIGN

    Caroline Fraser

    Caroline Fraser, Enabling Adviser, Commission for Architecture and Built Environment (CABE)

  • The Government and CABE agendas for ‘better public buildings’
  • The benefits of good design
  • The importance of design to the end user
  • Measuring design quality and performance indicators
  • The track record of design in schools PFI
  • 12:00 ACHIEVING HIGH QUALITY SCHOOLS

    Andrew Beard

    Andrew Beard, Head of Education Planning & Premises, Sheffield City Council

  • Why LEAs and schools want good design
  • Selecting bidders for design excellence
  • Ensuring bids with high quality schools
  • Involving schools in the bidding and evaluation processes
  • Safeguarding design quality in the contract
  • Experiences with Sheffield schools’ PFIs
  • 12:40 Lunch

    14:00 ACHIEVING EFFECTIVE WHOLE LIFE DESIGN

    Sandy Bremner

    Sandy Bremner, Head of Public Private Partnership Unit, Miller Construction (UK)

  • Achieving “Whole Life Best Value”
  • Design excellence through PFI
  • The role of the LEA in the design process
  • Best practice procedures to ensure design quality
  • Where can the educational system gain help and advice?
  • Lessons learnt
  • 14:40 PPP SCHOOLS’ CAPITAL STRATEGY

    Paul Gerrard

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

  • The need for capital expenditure across a group of schools
  • The impact on standards
  • Value for money from a group scheme
  • Sources of finance
  • Getting more from the basic project
  • 15:20 Afternoon Tea Sponsored by PFI Solutions

    15:40 PPP IN THE NORTHERN IRELAND EDUCATION SYSTEM

    Patrick McNally

    Patrick McNally, Head of the PPP Unit, Department of Education Northern Ireland

  • PPP in school’s education system background and the need for it
  • Implementing PPP in schools pathfinder projects
  • Case study –Drumglass high school
  • Two years into the deal
  • PPP – the way forward
  • 16:20 REFINANCING THE DEAL

    Hugh Daniel

    Hugh Daniel, Joint Chief Executive, Operis

  • A recap/overview of the profit-sharing rules
  • How to evaluate the refinancing gains
  • How to refinance your transaction
  • Contractor/authority liaison
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    Howard Barrie

    Howard Barrie, Partner, Denton Wilde Sapte

    9:10 NOW AND IN THE FUTURE

    Jim Lockie

    Jim Lockie, Head of Schools Private Finance Unit, Department for Education and Skills

  • A review of schools PFI to date
  • Future development for PFI in the education sector
  • Development in joint venture programmes
  • Challenges and obstacles
  • Lessons to be learnt
  • 9:40 LEARNING FROM EXPERIENCE

    David Finlay

    David Finlay, Head of PFI Development, National Audit Office

  • The lessons learnt from the 30 NAO reports on PFI/PPP projects
  • The four pillars of a successful deal
  • Managing the relationship: the key to a long-term partnership
  • How these lessons can inform PPP in education
  • 10:20 WHAT WE THINK OF IT SO FAR

    Hugh Howe

    Hugh Howe, Head Teacher, Fir Vale School

  • The Fir Vale success story
  • The school’s involvement in providing a new school through PFI
  • The impact of the buildings and the PFI on education
  • Challenges and obstacles during the PFI process
  • Lessons learnt
  • 11:00 Morning Coffee Sponsored by PFI Solutions

    11:20 PPP PROJECTS IN THE FURTHER EDUCATION SECTOR

    Philip Head

    Philip Head, Director, Infrastructure and Property Services, Learning and Skills Council

  • Development partnerships with FE colleges
  • Risk transfer
  • Learning and Skills Council role
  • Relevant case studies for successful FE PPPs
  • 12:00 ADDED VALUE THROUGH A COMMUNITY VILLAGE

    David Crowley

    David Crowley, Managing Director, PFI Solutions

  • Defining the ‘Learning Village’
  • Aims and objectives
  • Obtaining stakeholder support
  • Maximising VFM and affordability opportunities
  • 12:40 Lunch

    14:00 CONTRACTUAL ISSUES DURING THE PROJECT LIFE CYCLE

    Paul McCormick

    Paul McCormick, Education Officer PFI & Premises Manager, Sheffield City Council

  • Stages in the project life cycle
  • Operating and occupying schools over the project life
  • Sustainability and built asset performance
  • The science (?) of life cycle costing
  • Project life cycle expectations
  • Project life cycle assessment
  • 14:40 LEGAL ISSUES TO CONSIDER RELATING TO PPP IN THE EDUCATION SECTOR

    Alan Aisbett

    Alan Aisbett, Partner, Pinsent Curtis and Biddle

  • Partnership vehicles
  • Meeting the stakeholders aspirations
  • Inputs, implementations and outcomes
  • Monitoring contractual arrangements
  • Pitfalls to be avoided
  • The legalities of procurement issues
  • 15:20 Afternoon Tea Sponsored by PFI Solutions

    15:40 PROJECT MANAGEMENT

    Steve Pyman

    Steve Pyman, PFI Project Manager, Camden Borough Council

  • Project summary
  • The PFI procurement process – the choice behind the partner
  • Managing the project and contract management
  • The contract price and payment mechanism
  • Challenges and obstacles
  • Lessons learnt
  • 16:20 THE IMPORTANCE OF FACILITIES MANAGEMENT IN THE EDUCATION SYSTEM

    Nick Tubbs

    Nick Tubbs, Commercial Director, Rentokil Initial Management Services

  • Front runners in facilities management for education in the PPP sector
  • Working together towards innovation
  • Benchmarking against best practices
  • Risk reducing during the construction stage
  • Commitment to maintaining and improving educational facilities
  • Relevant case study
  • 17:00 Chairman's Closing Remarks and Close of Conference

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    Workshops

    The Procurement Process
    Workshop

    The Procurement Process

    The Hatton, at etc. venues
    24th January 2003
    London, United Kingdom

    The Procurement Process
    Workshop

    The Procurement Process

    The Hatton, at etc. venues
    24th January 2003
    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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