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In June, leading public and private sector PFI/PPP practioners from around country come together at SMi's forum "Contract Management, Performance Monitoring & Dispute Resolution for PPP/PFI Projects" to meet, discuss and explore the key issues of managing PPP and PFI contracts.

With over 60 attendees to network with, can you afford to miss this opportunity?

Keynote address:

  • Andy Carty, Chief Operating Officer, Partnerships UK
  • Confirmed speakers:

  • Chris Shapcott, Director, National Audit Office
  • Kevin Hanlon, Senior Executive, 4ps
  • Andrew Cleaves, Director, Tube Lines
  • Trevor Payne, Director of Estates & Facilities, The Great Western Hospital
  • Jimmy McGuiness, PPP Project Manager, East Lothian Schools Project
  • Philippa Toner, Senior Executive Manager (Projects & Technical), Public Private Partnerships Unit, Chief Executive's Department, Leeds City Council
  • Andrew Finch, Client Manager, Directorate of Environment and Transport, Portsmouth City Council
  • Jed Turner, Client Manager, Sheffield City Council
  • Lynn Wan, Solicitor, Carillion PLC
  • Why you should attend:

    Designing contracts with effective performance regimes: Core principles for successful service delivery

    Complying with PPP/PFI contract requirements: Identifying challenges and pitfalls on both sides of the deal

    PFI contract management in practice: Monitoring and managing contract performance for positive outcomes

    Designing effective dispute resolution and mediation procedures to manage contract failure: Strategies to incorporate dispute resolution and arbitration procedures into contracts at the bidding stage

    Termination of PFI contracts: Lessons learnt from the redevelopment contract of the National Physical Laboratory

  • Who should attend:

  • Members and monitors of Governments and Local Authorities
  • Senior members of PPP units
  • Legal Experts
  • Conference programme

    8:30 Registration & Coffee

    9:00 Chairman's Opening Remarks

    James Bremen

    James Bremen, Associate, White & Case

    9:10 KEYNOTE ADDRESS

    Andy  Carty

    Andy Carty, Chief Operating Officer, Partnerships UK

    9:30 DESIGNING CONTRACTS WITH EFFECTIVE MONITORING AND REPORTING REQUIREMENTS

  • Developing an overall strategy for contract preparation, management, and negotiation
  • Identifying and applying the key clauses and language required for all contract specifications
  • Developing strategies to ensure contracts comply with all legal and regulatory statutes
  • Briony Smith

    Briony Smith, Senior Policy Analyst, The Serco Institute

    10:10 COMPLYING WITH PPP/PFI CONTRACT REQUIREMENTS

  • What are the processes for managing the contract, giving you the level of control you need?
  • Retaining sufficient expertise to understand the technical direction in which the provider is taking your organisation
  • The contract management lifecycle
  • Lynn Wan

    Lynn Wan, Solicitor, Carillion

    10:40 Morning Coffee

    11:00 MANAGING LOCAL AUTHORITY PFI CONTRACTS

    Kevin Hanlon

    Kevin Hanlon, Senior Executive, 4ps

  • 4ps reviews of operational PFI schemes
  • Attributes for good contract management
  • Developing the contract manager
  • Contract management guidance
  • 11:40 PERFORMANCE MANAGEMENT FRAMEWORK

    Jed Turner

    Jed Turner, Client Manager, Sheffield City Council

    Overview of approach

  • Single, transparent, accessible system
  • Early recognition of strengths and weaknesses
  • Tested and fully operational
  • Commended by the audit commission
  • Explaining the framework - Panagraph

  • Internet based
  • Accessible but secure
  • High impact graphical display
  • Benefits

  • Allows real time access to performance
  • Action plans implemented quickly
  • Single, paper free, transparent system
  • Brought culture of involvement
  • 12:20 Networking Lunch

    13:50 THE PORTSMOUTH HIGHWAY MANAGEMENT PFI

    Andrew Finch

    Andrew Finch, Client Manager, Directorate of Environment and Transport, Portsmouth City Council

  • Background to the contract
  • Delivery to date
  • Contract payment mechanism
  • Network performance measurement
  • Service points
  • 14:30 PFI CONTRACT MANAGEMENT IN PRACTICE

    Philippa  Toner

    Philippa Toner, Senior Executive Manager (Projects & Technical), Public Private Partnerships Unit, Chief Executive's Department, Leeds City Council

  • Tips on monitoring and managing contract performance for positive outcomes
  • Strategies for tackling under performance
  • Achieving positive change and continuous improvement in long term contracts
  • 15:10 Afternoon Tea

    15:40 GROVE VILLAGE CASE STUDY

    Ian Perry

    Ian Perry, Chairman, Grove Village Limited , & Chief Executive, Harvest Housing Group

  • Major regeneration - "The Grove Village Story"
  • Performance measures
  • Performance management
  • Lessons
  • 16:20 CASE STUDY

    Iain Rolston

    Iain Rolston, PFI Contract Manager, Queen Elizabeth Hospital Greenwich

  • Outline of programme from business case to finished build
  • Partners within project
  • Consolidation of healthcare
  • Hospital services
  • Key lessons
  • Operational PFI
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Registration & Coffee

    9:00 Chairperson's Opening Remarks

    Nicole  Smith

    Nicole Smith, Senior Associate, International Arbitration Group, Clifford Chance

    9:10 MEASURING PERFORMANCE AND RESOLVING DISPUTES

    Andrew Cleaves

    Andrew Cleaves, Director, Tube Lines

  • The performance regime, short and longer term measures: how it works
  • Measuring and incentivising improvements to customer service
  • Asset management: balancing incentives to maximise impact
  • Resolving disputes: focusing on the important ones
  • Lessons learnt and challenges ahead
  • 9:50 DESIGNING EFFECTIVE DISPUTE RESOLUTION AND MEDIATION PROCEDURES TO MANAGE CONTRACT FAILURE

    Keith  Pickavance

    Keith Pickavance, Senior Vice President, Hill International (UK) Ltd

  • Strategies to incorporate dispute resolution and arbitration procedures into contracts at the bidding stage
  • Managing a dispute process to ensure speedy and fair resolution to all parties
  • Examining the options for international arbitration protocols: UNCITRAL, FIDIC, ICC, AAA, and ICSID rules
  • 10:30 Morning Coffee

    10:50 DISPUTE AVOIDANCE IN THE EDUCATION SECTOR

  • Argyll & Bute: The first Non-Profit Distributing Organisation (NPDO) in Education
  • Potential areas for dispute
  • Strategies for dispute avoidance
  • What worked and why?
  • Are there winners and losers, or just winners?
  • What next?
  • Mike  Geraghty

    Mike Geraghty, Project Director, Argyll and Bute Council

    Charles McLeod MBE

    Charles McLeod MBE, Director, Navigant Consulting

    11:30 MONITORING AND WORKING IN PARTNERSHIP WITH THE FM CONTRACTOR

    Jimmy  McGuinnes

    Jimmy McGuinnes, PPP Project Manager, East Lothian Schools Project

  • Managing a viable transition from construction to operation
  • Monitoring technical and operational performance through standardised
  • procedures and checklists
  • Management the payment mechanism system
  • Partnership working with the SPV and FM contractor to maximise usage and minimise disruption
  • 12:10 PANEL DISCUSSION

    Duane Passman

    Duane Passman, Head of Capital Investment Unit, London Strategic Health Authorities

    Mike  Geraghty

    Mike Geraghty, Project Director, Argyll and Bute Council

    Jed Turner

    Jed Turner, Client Manager, Sheffield City Council

    Peter  Edward

    Peter Edward, PFI Contract Manager, Reading Borough Council

    12:20 Networking Lunch

    14:00 EFFECTIVENESS OF OPERATIONAL CONTRACTS IN PFI

    Norman Rose

    Norman Rose, Director-General, Business Services Association

    14:40 TERMINATION OF PFI CONTRACTS

    Chris Shapcott

    Chris Shapcott, Director, National Audit Office

  • PFI contract worth an expected £116 million for the and provision of ongoing site services for 25 years
  • Delivery of the project was behind schedule resulting in protracted negotiations with the consortium
  • Termination of contract and its consequences for all parties involved
  • 15:20 THE HOUSING SECTOR

    Debbie Ward

    Debbie Ward, Assistant Director of Social Services and Housing, Reading Borough Council

    Peter  Edward

    Peter Edward, PFI Contract Manager, Reading Borough Council

    16:00 Chairperson's Closing Remarks followed by Afternoon Tea

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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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