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PFI offers both the public and private sector an innovative method of procuring capital assets and services. This unique conference will look at how to devise a performance measurement system to handle the unique combinations of features acquired in a PFI contract It will be informative, stimulating and focused.

As a senior industry executive, you will be aware of the importance and potential of this field. We would therefore like to invite you to register for SMi’s third annual Performance Measurement Systems for PFI Projects. As you will see from the brochure, key speakers include representatives from local authorities and central Government agencies and from leading industry speakers.

Conference programme

8:30 Coffee and Registration

9:00 Chairman’s Opening Remarks

Sir Antony Walker

Sir Antony Walker, Director General, Institute of Facility Management

9:10 KEYNOTE ADDRESS

Alan Burnett

Alan Burnett, Head of PFU, MoD Defence House Executive

  • What the MoD wants from deals with the private sector
  • Ensuring value for money to the tax payer
  • Bid Evaluation
  • Monitoring Performance
  • Benchmarking/market testing - is it matter for the private or public sector
  • Lessons learnt from the process
  • 9:40 MONITORING PERFORMANCE FOR PUBLIC/PRIVATE PARTNERSHIPS

    Philip Griffiths

    Philip Griffiths, Solicitor, Bevan Ashford

  • The Public Sector’s aspirations
  • Impact on payment mechanisms
  • The relationship between output based specification and performance standards
  • Monitoring and measuring performance standards
  • Tolerance and default mechanisms
  • 10:20 CONTRACTING AND MANAGING BUSINESS

    Gordon Bryden

    Gordon Bryden, Managing Director, Tarmac Services

  • The criticality of getting involved in the initial stages
  • Impacting change, the impact of people
  • Sustainable efficiency gains, challenge the 'HOW'
  • Valuing the service
  • Developing the service envelope
  • Management solutions to keeping 'it sold'
  • 11:00 Morning Coffee

    11:20 BROMLEY HOSPITAL NHS TRUST

    Mark Rees

    Mark Rees, Chief Executive, Bromley Hospital NHS Trust

  • ‘Keeping the ship afloat’ - How should a trust effectively manage a PFI
  • ‘Maintaining morale and support’ - Communications internally and with the public
  • ‘Hurdles and Obstacles’ - charting a way through the system
  • ‘Can it get better?’ - Lessons from the battle weary but victorious
  • 12:00 CASE STUDY

    Brian Roberts

    Brian Roberts, Deputy County Treasurer, Staffordshire County Council

  • When to instigate change procedures
  • Planning the long term agenda - how to accommodate for the inevitable future changes
  • Achieving value for money (VFM)
  • Legal issues
  • Arriving at consensus
  • 14:00 BEST VALUE IN LOCAL GOVERNMENT IT

    Martin Boyes

    Martin Boyes, Associate Director, HEDRA

  • Developing the Best Value plan
  • The key performance indicators used for IT efficiency
  • Measuring IT effectiveness
  • The approach to the 4Cs
  • The outcomes and gap analysis
  • Key points from the Action Plan
  • 14:40 PERFORMANCE MEASUREMENT SYSTEMS IN PFI

    Ian McDonald

    Ian McDonald, Deputy Director of Education, Glasgow City Council

  • How to measure performance
  • How to penalise low quality performance
  • The points procedure
  • Performance incentives
  • Best practice and Lessons learnt
  • Retaining in-house knowledge
  • 15:20 Afternoon Tea

    15:40 BENCHMARKING PERFORMANCE IN PFI PROJECTS

    John Spear

    John Spear, Director, SMT Kaiser

  • The different types of benchmarking
  • The role of Benchmarking in PFI projects
  • The advantages and disadvantages of using a benchmarking approach
  • Who should instigate benchmarking activities - Private sector or Public sector
  • Establishing and managing public/private sector partnerships
  • Where does it all go wrong? - The common pitfalls and how to avoid them
  • 16:20 THE CONTRACTUAL FRAMEWORK

    James Ballingall

    James Ballingall, Partner, Theodore Goddard

  • Performance Penalties/Incentives
  • Force Majeure/Relief Events
  • Termination and Compensation
  • Managing risk through Insurance
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-Registration and Coffee

    9:00 Chairman’s Opening Remarks

    Bill Davies

    Bill Davies, Director, GPC Government Policy Consultants

    9:10 KEYNOTE ADDRESS

    Jeremy Colman

    Jeremy Colman, Director of PFI, National Audit Office

  • The role of the NAO
  • On going scrutiny for ensuring VFM
  • Dissemination of best practice
  • What the NAO will expect to see
  • Advice for best practice
  • 9:40 DEVELOPING A PERFORMANCE MEASUREMENT BASED PUBLIC ORGANISATION

    Tim Read

    Tim Read, Development Director, Child Support Agency

  • Redefining organisational change structures to drive change
  • Monitoring critical success factors and key performance indicators
  • Handling the risk element
  • The importance of strategic goals to development
  • Differentiating between outputs measures and process measures
  • 10:20 ENSURING THE DEVELOPMENT OF PARTNERSHIPS IN PFI

    Richard Oldfield

    Richard Oldfield, Director of PFI, Amec Construction

  • Adapting to long term partnerships
  • Ensuring flexibility to retain efficiency
  • Establishing the parameters
  • Adapting for change
  • Assuring quality
  • 11:00 Morning Coffee

    11:20 PUBLIC SECTOR PERSPECTIVE FOR PFI PROJECTS CASE STUDY

    Neil Roden

    Neil Roden, Private Finance Team Manager, Highways Agency

  • Setting service levels
  • Payment Mechanisms
  • Monitoring Performances
  • Dealing with service failures
  • Applying the lessons in future projects
  • 12:00 Best Practice - Precedents for Performance Measurement and Monitoring

    Andrew Russell

    Andrew Russell, Director, Katalysis

  • Principles of performance measurement
  • Development of best practice
  • Published guidance
  • Negotiation and process
  • Contract management
  • Further developments
  • 12:40 Lunch

    14:00 CASE STUDY

    Roger Metcalfe

    Roger Metcalfe, Director of Information Systems, The Highland Council

  • Monitoring performance
  • Demonstrating best value in quotation
  • Contract review
  • The role of independent benchmarking
  • 14:40 FACILITIES MANAGEMENT PERFORMANCE SPECIFICATION IN PFI CONTRACTS

    Alan Couzens

    Alan Couzens, Associate Director, Richard Ellis

  • What is performance?
  • How do you start to measure aspects of property and facilities performance?
  • At what levels should measures be applied?
  • 'Input' vs 'output' based measures
  • Incentivisation and value for money potential
  • Establishing a single Performance Measurement System for diverse services - Is it feasible?
  • 15:20 Afternoon Tea

    15:40 CASE STUDY

    Hugh Boyes

    Hugh Boyes, Project Director, GCHQ Cheltenham Headquarters

  • Project Scope
  • Managing the project
  • Output specification
  • Change Management - providing long term flexibility
  • Contract Management
  • 16:20 CONTRACTUAL MECHANISMS FOR MANAGING PERFORMANCE

    David Anderson

    David Anderson, Partner, Nabarro Nathanson

  • Defining Outputs
  • Balancing flexibility with certainty
  • Performance payments
  • Performance remedies
  • Termination for poor performance
  • 17:00 Chairman’s Closing Remarks and Close of Conference

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    68 Regents Street
    London W1B 5EL
    United Kingdom

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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.

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    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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