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SMi's 2nd Annual 'Contract Management, Performance Monitoring & Dispute Resolution for PPP/PFI Projects' conference will again bring together leading public and private sector PPP/PFI practitioners from around the UK and Europe to discuss and explore the key issues of managing PPP & PFI contracts.

Points of discussion will include:

  • Designing contracts with successful performance regimes.
  • Update on contract requirements and the movement towards standardisation.
  • Putting the contract into practice and monitoring performance throughout.
  • Dispute resolution procedures - Strategies for incorporating effective procedures into contracts at the bidding stage.
  • European PPP case studies- what lessons can be learnt from European PPP deals?

Confirmed speakers include...

  • Steven Leigh, Projects Director, 4ps
  • Andrew Cleaves, Director of Assurance and Contracts, Tube Lines
  • Andrew Finch, Client Manager, Directorate of Environment & Transport, Portsmouth City Council
  • Jimmy McGuinnes, PPP Project Manager, East Lothian Schools Project
  • Klaus Böde, Finance Director, Hochtief PPP Solutions (UK) Ltd
  • Dr Mark Simpson, Audit Principal, The National Audit Office
  • Briony Smith, Director of Research, The Serco Institute
  • Andrew Grantham, Managing Director, Alix Partners
  • Trevor Payne, Director of Facilities, UCLH NHS Foundation Trust
  • Nicole Smith, Consultant Lawyer, Lawyers Direct LLP
  • Simon Lewis, Partner, Dickinson Dees
  • Volker Rux, Deputy Project Manager PPP, ASFINAG
  • Matthias Herrmann, Managing Director, Warnowquerung GmbH & Co KG
  • Bo Kobber Petersen, Head Legal Counsel, Danish Palaces & Properties Agency

Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

9:10 GETTING CONTRACT MANAGEMENT RIGHT

Steven Leigh

Steven Leigh, Projects Director, 4ps

  • Guidance to contract management
  • Emerging themes from operational projects?
  • What are the components of successful contract management?
  • Where next...?
  • 9:50 EQUIVALENT PROJECT RELIEF IN THE UK

    James Bremen

    James Bremen, Partner, Maxwell Winward

  • Update and developments
  • Lessons learnt so far
  • What options are available for new PFI projects in the UK?
  • 10:30 Morning Coffee

    11:00 CASE STUDY - TUBELINES

    Andrew Cleaves

    Andrew Cleaves, Director of Periodic Review, Tube Lines

  • Continuous improvement throughout the contract
  • Managing the contract in practice
  • How can you best manage expectations
  • 11:40 MAKING THE CONTRACT WORK

    Trevor Payne

    Trevor Payne, Director of Facilities, University College London Hospitals NHS Foundation Trust

    12:20 Networking Lunch

    13:50 THE 2007 BSA/KPMG REPORT ON OPERATIONAL PFI PROJECTS

    Mike Stevens

    Mike Stevens, , KPMG

  • How service delivery is maintained
  • The importance of partnership
  • Comparing user satisfaction against service delivery
  • 14:30 PERFORMANCE MONITORING IN THE LONG TERM

    Briony Smith

    Briony Smith, Director of Research, The Serco Institute

  • New challenges for contractual performance measurement
  • What can be built into the contracting process to ensure effective performance monitoring?
  • Designing performance management structures that work over the long term
  • 15:10 Afternoon Tea

    15:40 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 mechanism
  • Service points
  • 16:20 THE CONTRACTORS VIEW

    Klaus Boede

    Klaus Boede, Finance Director, Hochtief UK

  • System of contracts for a Scottish schools PPP
  • Contract reviews
  • Provisional sums
  • Performance evaluation
  • Interface to accounting
  • Reporting lines
  • Internal auditing
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Registration & Coffee

    9:00 Chairman's Opening Remarks

    9:10 DESIGNING DISPUTE RESOLUTION PROCEDURES

    Nicole  Smith

    Nicole Smith, Consultant Lawyer, Lawyers Direct

  • What strategies can be incorporated early on in the process?
  • Tiered dispute resolution
  • Reaching a speedy resolution
  • Arbitration vs. Court
  • Moving forward after a dispute
  • 9:50 DISPUTE RESOLUTION - WORKING WITH YOUR EXPERTS

    Andrew Grantham

    Andrew Grantham, Managing Director, Alix Partners

    10:30 Morning Coffee

    11:00 DISPUTE IN HEALTHCARE PROJECTS

    Simon Lewis

    Simon Lewis, Partner, Dickinson Dees Law Firm

  • What specific problems can affect healthcare projects?
  • Lessons learnt from past projects
  • Strategies for dispute avoidance
  • Potential problem areas to watch out for
  • 11:40 CASE STUDY - ASFINAG

    Volker Rux

    Volker Rux, Deputy Project Manager, PPP, ASFINAG

  • Background to the project
  • Performance monitoring as a key element in contract design
  • Definition of relevent quality parameters
  • Changes of parameters over time
  • Opportunities and threats
  • 12:20 Networking Lunch

    13:50 LESSONS LEARNT FROM A COMPETITIVE DIALOGUE IN DENMARK

    Malcolm Costigan

    Malcolm Costigan, Legal Counsel, Danish Palace and Properties Agency

  • Planning and executing the dialogue
  • User and client concerns regarding output specifications and payment mechanism
  • Client and bidder concerns regarding contract changes, force majeure and exit scenarios
  • New perspectives on traditionally organised projects
  • 14:20 CASE STUDY - WARNOWQUERUNG TUNNEL

    Matthias Herrmann

    Matthias Herrmann, Managing Director, Warnowquerung

  • Review of the first road infrastructure PPP in Germany
  • Traffic related problems
  • Monitoring the performance
  • Renegotiation of loan and concession agreements
  • 15:00 Afternoon Tea

    15:30 CASE STUDY CONTRACT MANAGEMENT IN PRACTICE

    Ian Perry

    Ian Perry, Chairman, Grove Village

  • How to manage a contract to deliver major transformation and regeneration with 650 contract monitors in a political environment
  • 16:10 EFFECTIVE PARTNERSHIPS - IN PRACTICE

    Jimmy  McGuinnes

    Jimmy McGuinnes, PPP Project Manager, East Lothian Council

  • Knowing the cards you and others are playing with
  • Conflicting but still successful partnerships?
  • Carrot or stick?
  • Developing sustainable outcomes
  • 16:50 BENCHMARKING AND MARKET TESTING: THE ONGOING SERVICES COMPONENT OF PFI PROJECTS

     Dr Mark Simpson

    Dr Mark Simpson, Audit Principal, National Audit Office

  • Contracts and guidance
  • The application of the process in practice
  • Lessons learnt for the future
  • 17:30 Chairman’s Closing Remarks and Close of Conference

    +

    Workshops

    Performance Monitoring Masterclass
    Workshop

    Performance Monitoring Masterclass

    The Hatton, at etc. venues
    26th June 2007
    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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    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’

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    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

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    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.

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    ‘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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