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Hundreds of schools will receive a boost of more than £939 million capital investments for 2003-04. The money is to support building and modernising schools under the Private Finance Initiative (PFI). The money is part of a £8.5 billion package of investment in school buildings over the three-year period 2001-02 to 2003-04.

This 3rd annual conference will look at the increased number of PPP/PFI deals taking place within the education sector, both in the UK and across Europe. Case studies from Europe and across the world will be included (Ireland, Scotland and Australia) have looked towards putting together PFI projects in the Education sector.

Key issues to be addressed at the event
  • Managing a large schools projects
  • The Connexions Card project
  • Strategic review of long-term requirements for education
  • Building schools for the future - A progress report
  • Establishing new, long-term PPP procurement models
  • What is the future of local authority involvement in procurement of schools?
  • Establishing a national structure to ensure a common framework and approach
  • Church of England Schools - Models for delivering PPP in education projects
  • Targeting extra investment of geographical areas
  • Preparing documentation and implementing UK contract standardisation guidance and UK Audit Commission recommendations
  • Short listing, calling tenders and tender period liaison with bidders
  • Creating a PFI tender framework which incorporates current UK guidance into the tender and contract documents and attempts to reduce time and costs of the pre contract process
  • Delivering requirements to schools in Northern Ireland
  • Implementing public policy in the realm of education in Northern Ireland
  • Evaluation of the formal business case and financial appraisal of initial schemes
  • The school's involvement in providing new school through PFI
  • A new approach to capital investment in school building
  • Ensuring high quality services from the private sector
  • Building a good long-term relationship to ensure successful project


Key confirmed speakers
Wendy Violentano, Head, Connexions Card Unit, Department for Education & Skills
Martin Lipson, Director, Schools & Leisure, 4ps
Mike Walsh, PFI & Forward Planning, Richmond Upon Thames Borough Council
Paul McCormick, Education Officer, PFI & Premises Manager, Sheffield City Council
Matthew Rathbone, Education PFI Project Manager, Norfolk County Council
Joanne Evans, Partner, Blake Dawson Waldron, Australia
Peter Walter, Landrat, Kreis Offenbach, Germany
David Finlay, Head, PFI Development, National Audit Office
Richard Buzzacott, PFI Manager, Devon County Council
Sue Sanders, Project Director, Greenwich Council
Dick Burge, Director, Infrastructure Finance, Bank of Scotland
Moira Bishop, Head of Capital Strategy and School Organisation, London Borough of Waltham Forest

Past delegates include;

London Borough of Tower Hamlets, ABN AMRO, KPMG, Department for Education and Skills, Babcock and Brown, Skanska Integrated Projects, Capita, Jarvis Projects, NSW Teachers Federation, Devon County Council, PPP Forum, Wates Construction, MPM Capita, Bovis Lease Lend, Interserve Project Services, Maddocks, Nabarro Nathanson, Norfolk County Council, Ballast, John Mowlem & Company, Richmond Borough Council

Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Richard Buzzacott

Richard Buzzacott, PFI Manager, Exeter Reorganisation, Devon County Council

9:10 CASE STUDY

Mike Walsh

Mike Walsh, PFI & Forward Planning Manager, London Borough of Richmond Upon Thames

  • Ensuring a successful deal
  • Managing long-term relationships
  • The school’s involvement in providing new schools through PFI
  • Lessons learnt so far
  • 9:40 BUILDING SCHOOLS FOR THE FUTURE

    Martin Lipson

    Martin Lipson, Director, Schools & Leisure, 4ps

  • Since the launch of this £ multi-billion programme, what progress has been made?
  • How are the pathfinder projects developing?
  • Will all LEAs receive investment in their secondary schools?
  • What is happening about other funding streams?
  • 10:20 DELIVERING A PUBLIC PRIVATE PARTNERSHIP

    Wendy Violentano

    Wendy Violentano, Head of Connexions Card Unit, Department for Education & Skills

  • The definition of partnership
  • The highs and the lows
  • Sharing risk
  • The future
  • 11:00 Morning Coffee

    11:20 CASE STUDY

    Matthew Rathbone

    Matthew Rathbone, Education PFI Project Manager, Norfolk County Council

  • Making a successful bid
  • Forging relationships within the authority
  • Harnessing energy within schools
  • Procurement strategy
  • Managing logistical problems for bidders
  • Negotiations and variations
  • 12:00 PFI IN SCHOOLS

    James Lupton

    James Lupton, Solicitor, Eversheds

  • PFI – a tried and tested model?
  • The weaknesses of traditional PFI
  • Church schools – a new model?
  • Building schools for the future: banking, partnerships, frameworks, value for money, exclusivity
  • Standardisation – the 4ps procurement pack
  • 12:40 Networking Lunch

    14:00 RAISING EDUCATION STANDARDS IN EXETER

  • Background – achievement in Exeter
  • Getting the message across (ITN, Open Days, OBC, etc.)
  • How the bidder saw it
  • Evaluating response
  • Partnerships (school, authority, bidder)
  • Education added value
  • Richard Buzzacott

    Richard Buzzacott, PFI Manager, Exeter Reorganisation, Devon County Council

    Simon Parrish

    Simon Parrish, Bid Manager, Mowlem

    14:40 BUILDING SCHOOLS FOR THE FUTURE

    Sue Sanders

    Sue Sanders, Project Director, London Borough of Greenwich

  • Background to Greenwich’s programme for improving educational attainment in secondary schools
  • Details of the Building Schools for the Future initiative
  • Pathfinder status and progress
  • Early experiences and lessons
  • 15:20 Afternoon Tea

    15:40 CASE STUDY

    Paul McCormick

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

  • Background to PPP/PFI in education
  • Involving schools in the process
  • Ensuring a successful deal
  • Key issues to be addressed
  • Managing the contract
  • Challenges and obstacles
  • Lessons learnt so far
  • 16:20 EDUCATION AND FINANCE

    James Butters

    James Butters, Associate Director, Bank of Scotland

  • Risk management and allocation under the new models
  • Procurement and the negotiated process
  • The importance of bid management to contract finalisation and real management beyond
  • The relationship between the funder, partners and stakeholders under the new models
  • Managing the project in the long term and the ongoing involvement of the funder
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-registration & Coffee

    9:00 Chairman's Opening Remarks

    Stephen Matthew

    Stephen Matthew, Partner & Head of Special Projects, Eversheds

    9:10 LEARNING FROM EXPERIENCE

    David Finlay

    David Finlay, Head of PFI Development, National Audit Office

  • The lessons learnt from the NAO reports on PFI/PPP projects
  • How these lessons can inform PFI/PPP in education
  • The four pillars of a successful deal
  • Managing relationships
  • 9:40 CASE STUDY

    Moira Bishop

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

  • Ensuring successful deal
  • Managing long-term relationships
  • Key to a successful deal
  • The schools’ involvement in providing new schools through PFI
  • Challenges and obstacles
  • Lessons learnt so far
  • 10:20 PPP IN EDUCATION IN AUSTRALIA

    Joanne Evans

    Joanne Evans, Partner, Dawson Waldron, Australia

  • The drivers for change
  • PPP policies and guidelines
  • Federalism and other challenges
  • Project implementation – recent experience
  • Current initiatives
  • 11:00 Morning Coffee

    11:20 A RECIPE FOR SUCCESS

    David Crowley

    David Crowley, Managing Director, PFI Solutions

  • Front loading the work
  • Adding value to the process
  • What are the benefits of a learning village?
  • Controlling the negotiations
  • Summary
  • 12:00 PPP IN EDUCATION IN GERMANY

    Peter Walter

    Peter Walter, Elected Executive Commissioner (Landrat), Offenbach County, Germany

  • Recent projects in Germany
  • Development of and prospects for the Offenbach County external school administration
  • Considerations on the future structure
  • Preparation of the project
  • Implementation of the project
  • Delivering requirements to schools in Germany
  • Higher education needs in Germany
  • Future opportunities
  • 12:40 Networking Lunch

    14:00 PPP IN THE LSC SECTOR

    Philip Head

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

  • Enhanced capital programme
  • The 14-19 agenda
  • New skills strategy
  • Innovative approaches to PPP and PFI
  • 14:40 EDUCATION VISION

    Catherine Burke

    Catherine Burke, Partner, Martineau Johnson

  • Optimising the advantages of PFI
  • Avoiding the drawbacks
  • Living with the new Treasury line on the enforcement of standardisation
  • “The gain without the pain” – factoring the advantages of PFI into conventional education projects
  • 15:20 DELIVERING QUALITY THROUGH PPP

    Caroline Fraser

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

  • Defining design quality for schools
  • Lessons from CABE’s work with PFI
  • Future prospects for emerging forms of procurement
  • The role of the school community in the design process
  • Some exemplary designs
  • 16:00 Chairman's Closing Remarks followed by Afternoon Tea

    +

    Workshops

    PPP in the Procurement Process
    Workshop

    PPP in the Procurement Process

    Park Street Training and Meeting Centre, at etc. venues
    14th January 2004
    London, United Kingdom

    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues

    HOTEL BOOKING FORM

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