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A further 21 local government Private Finance Initiative schemes have got the go-ahead, Hilary Armstrong Local Government Minister, announced recently. These projects which are all in line for revenue support from central government, include schools, housing, transport, old people’s centres and an electronic information network. Topics covered at the PFI/PPP in the DETR conference will include investment opportunities, financing, operator issues and accounting standards.

This conference will analyse how these high quality schemes will bring much-needed new investment to local areas and help make PFI a familiar way for local authorities to improve local services.

Conference programme

8:30 Registration and Coffee

9:00 Chairman's Opening Remarks

Mike Verdin

Mike Verdin, Managing Editor, Transport Review

9:10 LOCAL AUTHORITY PFI AND ENVIRONMENT SCHEMES

Dr David Horne

Dr David Horne, Assistant Head of Finance, Norfolk County Council

  • Applying PFI to smaller scale capital projects
  • Overview of Norfolk County Council’s PFI for salt services
  • Assessing value for money through the PSC
  • Transferring risk and meeting the contract structure test
  • Affordability and negotiation issues
  • Experience and lessons learnt from the project
  • 9:40 THE PUBLIC PRIVATE PARTNERSHIPS PROGRAMME

    Sue Sanders

    Sue Sanders, Chief Executive, Public Private Partnerships Programme

  • Developing the procurement process within local government
  • The role of the 4P’s in PFI/PPP schemes
  • Looking at the developments made by the 4P’s to develop private investment in local authorities
  • Developing pathfinder projects within local authority projects
  • Building links with the Treasury Task Force to develop local authority projects
  • Looking at the direction the 4P’s will take to increase PFI in local authorities
  • 10:20 WASTE CASE STUDY

    Judith Harper

    Judith Harper, Hereford Waste Manager, Worcestershire County Council

  • Analysis and background to the 25 year deal with Focsa for an integrated waste management system
  • Assessing the projects - how has the project developed so far?
  • Why PFI opposed to traditional waste management procurement methods?
  • Developing an output specification for the project
  • The practicalities of project management from procurement to implementation
  • Lessons learnt from involvement in the PFI process
  • 11:00 Morning Coffee

    11:20 THE HIGHWAYS AGENCY

    Neil Roden

    Neil Roden, Private Finance Team Manager, Highways Agency

  • Overview of existing DBFO road contracts
  • A New Deal for Transport and the Highways Agency
  • Learning the lessons form past projects
  • Future DBFO projects
  • Other PFI/PPP projects
  • 12:00 EDUCATION CASE STUDY

    Sal Norris

    Sal Norris, Project Manager, East Sussex County Council

  • The evolution of the school - why PFI?
  • Procurement approach and progress - an overview
  • PFI - panacea or trojan horse?
  • Resourcing the project
  • Stakeholder and partner participation
  • Benefits to the Peacehaven community - expectations of the contract
  • 12:40 Lunch

    14:00 WATER AND SEWERAGE

    Michael Mc Auley

    Michael Mc Auley, Partner, Dundas and Wilson

  • Analysis of the Scottish market
  • Allocation of particular risks - legal changes, force majeure, performance risk, volume risk
  • Environmental issues to be considered in this sector
  • Transfer of risk and value for money in these projects
  • Defining specifications and tender procedures
  • 14:40 CASE STUDY

    Mary Walker

    Mary Walker, Project Manager, Social Services Department, London Borough Greenwich

  • Developing services in response to the national and local agendas
  • The corporate dimension
  • Project management
  • Responsibility to stakeholders
  • 15:20 Afternoon Tea

    15:40 CASE STUDY

    Bryan Bamber

    Bryan Bamber, Principal Engineer, Halcrow Group

  • Construction requirements
  • Environmental requirements
  • Operation and maintenance requirements
  • Philosophy of core requirements
  • Striking the balance between prescription and flexibility
  • Review procedures and Monitoring performance
  • 16:20 EDUCATION

    Mike Inman

    Mike Inman, Head of Premises and Client Services, Stoke on Trent City Council

  • Responding to the needs of the schools with a PFI/PPP approach
  • Developing the scheme
  • Key elements in the scheme: risk/responsibility transfer, output specification, payment mechanism
  • The procurement process
  • Lessons learned
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    Paul Brewer

    Paul Brewer, Partner, Pricewaterhouse Coopers

    9:10 PRIVATE SECTOR

    Gary Yardley

    Gary Yardley, Managing Director, King and Co Financial Services

  • Suitability of PFI for the private sector
  • Options for off balance sheet funding
  • Advantages over traditional property procurement
  • Risk and value for money
  • 9:40 FINANCING

    Jim Boags

    Jim Boags, Director of Structured Finance, Bank of Scotland

  • Clarifying what is and is not acceptable according to Treasury guidelines
  • Evaluating risk and reward
  • Appropriate finance structures for waste, water and waste management schemes
  • Demonstrating suitable financial arrangements
  • Identifying a bankable project
  • Looking ahead and assessing developments
  • 10:20 DEVELOPING LOCAL AUTHORITIES

    Brian Hayes

    Brian Hayes, Assistant Director (Systems and Resources), Lewisham Borough Council

  • Understanding the opportunities and challenges of PFI within the local authority market
  • Best Value Reviews and the Private Finance Initiative
  • Use of PFI in the provision of Leisure Facilities in Lewisham
  • Looking at the sectors available for Councils to enter into the PFI
  • Different approaches to involvement in PFI
  • Measuring and maintaining success and value for money issues
  • 11:00 Morning Coffee

    11:20 LEGAL ISSUES

    Michael Mousdale

    Michael Mousdale, Senior Solicitor, Eversheds

  • Working with other advisers
  • Structuring the deal
  • Working with the facilities manager
  • Keeping an eye on the real commercial issues
  • Trying to keep it simple
  • Value for money
  • 12:00 CASE STUDY

    David Wright

    David Wright, Senior Finance Manager, Funding Agency for Schools

  • The design, construction and operation of a new grant-maintained secondary school
  • A description of the procurement process
  • The successful completion of the first new secondary school
  • 12:40 Lunch

    14:00 LOCAL AUTHORITIES AND TRANSPORT

    Sean O’Donnell

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

  • Analysis of local transport PFI schemes approved so far
  • Overview of the new dual carriageway by-pass for Essex County Council
  • Review of early local transport PFI projects
  • Analysis of projects financed directly by local authorities
  • Future plans for local transport and potential local transport PFI or PPP bids
  • 14:40 CASE STUDY

    Michael Hood

    Michael Hood, Assistant Treasurer, Milton Keynes Council

  • Analysis of the 5 year style contract between ISE and Milton Keynes Council
  • Forecasting the potential savings as a result of the contract
  • Gaining experienced advisors
  • Developing clear objectives at the outset
  • Current status of the project
  • 15:20 Afternoon Tea

    15:40 CASE STUDY

    Denise Harrison, Sales and Marketing Director, ISE

    Denise Harrison, Sales and Marketing Director, ISE, , John Kirk, Director, Barony Consulting Name

  • Working in partnership with the authority
  • Determining the optimum re-engineering of business processes
  • Delivering Best Value
  • Supplying workflow, document management and call centre technology to the public sector
  • 16:20 IT CASE STUDY

    Clive Fenton

    Clive Fenton, Director of Technical Strategy, ICL

  • General background to the partnership between the Magistrates Courts and ICL
  • Supplying information systems for the 96 Magistrates Courts Committess in England and Wales
  • Background to the contract
  • Gaining experience advisors for the scheme
  • Sourcing the finance and assessing the risks
  • Current status of the project and predicted future plans
  • 17:00 Chairman's Closing Remarks and Close of Conference

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