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Share best practice. 

Increase your knowledge. 

Improve the performance of your contract.  

SMi’s third annual Contract Management Performance Monitoring and Dispute Resolution conference will again bring together a range of PPP practitioners from accross Europe to discuss strategies and share best practice guidance. 

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As increasing numbers of PPP/PFI project become operational certain questions become more pressing:
When is the correct time to set up the contract management team?
How do we ensure knowledge of the contract is not lost in the transition from procurement and operational stages?
How do we manage costs during changes?
How can we ensure all stakeholders share a good relationship?
How much time and resources will benchmarking take?
Where can we get comparable information to effectively market test the project?
How can we deal with disputes without starting formal proceedings?
What
happens during the formal dispute resolution process?

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This conference will address these and other questions, drawing on a panel of expert speakers, which includes:
  • Ian Fielder, CEO, BIFM
  • David Locke, Operations Director, 4ps
  • Andrzej Grossman, Director, Dispute Resolution Services, CEDR
  • Prof. Sasa Marenjak, Head of PPP Knowledge Centre, Croatian Institute for Bridge and Structural Engineering
  • Jacqui Matthews, Business Development Manager, Dorset Police
  • Oliver Burt, Re3 Project Director, Central Berkshire Waste Project
  • Caine Spence, Street Lighting and Highway Signs Manager, Infrastructure & Special Projects, South Tyneside Council
  • Phil Jordan, Regional Manager, Light It, Balfour Beatty Power Networks
  • David Ewen, Strategic Development Director, HOCHTIEF Facilities Management UK
  • Shona Henderson, Director, PricewaterhouseCoopers
  • Allen Knight, Director, Berkshire Consultancy
  • Simon Lewis, Partner, Dickinson Dees

Topics covered include:

Overview of the National Audit Office's findings on making changes in operational PFI projects in England and the scope for improvements
Managing contracts during construction/implementation phase - the clients perspective
Survival in the customer supplier relationship jungle
Benchmarking and market testing schools projects
Assigning responsibility for the contract
Key factors to avoid the benchmarking impasse
Operational payment mechanism model
Self monitoring contracts - how do they operate?
Reducing the cost of bad relationships within the project team
Solving problems before escalation to formal dispute resolution
Disputes in PPP/PFI contracts: some likely issues

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Book by 31st March and receive £200 discount!

Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Ian Fielder

Ian Fielder, Chief Executive Officer, BIFM

9:10 CHANGING CONTRACTS FOR OPERATIONAL PFI PROJECTS

Sophia Collingwood

Sophia Collingwood, Audit Principal, National Audit Office

  • The extent of changes in operational PFI projects
  • Issues in making minor works changes
  • Issues in making large scale changes
  • Lessons for cutting the costs of making changes and improving value for money
  • 9:50 LIGHT IT - SOUTH TYNESIDE STREET LIGHTING AND HIGHWAY SIGNS PFI PROJECT

  • Background to the Project
  • Branding
  • Building a Relationship
  • Mobilisation Period 
  • Communication Strategy and Protocol 
  • Consultation 
  • Successful Delivery 
  • Performance Monitoring and Dispute Resolution
  • Caine Spence

    Caine Spence, Street Lighting and Highway Signs Manager, Infrastructure & Special Projects, South Tyneside Council

    Philip Jordan

    Philip Jordan, Regional Manager, Light It, Balfour Beatty Power Networks

    Gavin Barlow

    Gavin Barlow, General Manager, Sunderland Street Lighting, Balfour Beatty Power Networks

    10:30 Morning Coffee

    11:00 MANAGING CONRACTS DURING IMPLEMENTATION/CONSTRUCTION PHASE

    Jacqui Matthews

    Jacqui Matthews, PFI Contract Manager, Dorset Police

  • Managing clients internal resources
  • Ensuring  delivery of output specifications
  • Staff preparation – cultural change
  • Monitoring performance
  • 11:40 OPERATIONAL ISSUES & CONTRACT MANAGEMENT IN LOCAL GOVERNMENT PFI SCHEMES

    David Locke

    David Locke, Director, 4Ps

  • Issues from 4ps reviews of operational projects
  • Implementing strong contract management arrangements
  • Roles, responsibilities and key documentation
  • Variations, benchmarking and market testing - some early lessons
  • 4ps support to operational PFI/PPP projects
  • 12:20 Networking Lunch

    13:50 SURVIVAL IN THE CUSTOMER SUPPLIER RELATIONSHIP JUNGLE

  • For suppliers; being successful in terms of:
    - service delivery 
    - profit 
    - managing customer obligations 
    - becoming a reference site 
  • For client/customers; being successful in terms of: 
    - service delivery 
    - sharing cost reductions 
    - desired supplier behaviour 
    - no hassles!
  • Converting contractual promise into operational reality 
  • How to make changes with confidence 
  • Managing each phase and phase transition 
  • Balancing the big picture with attention to detail 
  • Behaviours: being honest, authentic and professional
  • Allen Knight

    Allen Knight, Director, Berkshire Consultancy Limited

    Mike Robinson

    Mike Robinson, Director, Berkshire Consultancy Limited

    14:30 ASSIGNING RESPONSIBILITY FOR THE CONTRACT

    Oliver Burt

    Oliver Burt, Re3 Project Manager, Central Berkshire Waste Project

  • Are we in danger of expecting too much from PFI in the waste sector?
  • Is there a practical balance between cost and performance risk?
  • Comparing public and private sector competencies
  • Looking forward – can we allocate responsibilities differently?
  • 15:10 Afternoon Tea

    15:40 SELF MONITORING CONTRACTS

    David Ewen

    David Ewen, Strategic Development Director, HOCHTIEF Facility Management UK Ltd.

  • Why have a self monitoring contract
  • What are the key roles
  • How much monitoring is required
  • Interpreting the Contract Requirements
  • The importance of the Help Desk
  • How important is trust in the contractual relationship
  • 16:20 EFFECTIVE CONTRACT MANAGEMENT

  • Projects Overview
  • Project Governance 
  • Lessons Learnt 
  • Getting the Basics right 
  • Project Resources
  • Knowledge Transfer 
  • Project Changes
  • Managing Relationships 
  • Self Monitoring Contracts 
  • And if it all goes wrong.....
  • Alex Macleod

    Alex Macleod, Team Leader for Operational PFI Projects, Education Leeds

    Chris Sheader

    Chris Sheader, Business Group Manager, Property Management Service, , Leeds City Council Neighbourhoods and Housing Department

    17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-registration & Coffee

    9:00 Chairman's Opening Remarks

    Andrzej Grossman

    Andrzej Grossman, Director, Dispute Resolution Services, Centre for Effective Dispute Resolution

    9:10 PAYMENT MECHANISM

    Shona Henderson

    Shona Henderson, Director, Public Private Advisory, PricewaterhouseCoopers

  • Incentives
  • User Guides / Training
  • Governance
  • Operational Payment Mechanism Model
  • Help Desk Audits
  • Invoice Process Healthchecks
  • Specification and performance measurement updates
  • 9:50 DEALING WITH DISPUTES WITHIN THE SCOPE OF THE CONTRACT

    Philip Adams

    Philip Adams, Partner, Disputes Practice, Shadbolt & Co Llp

  • Contractual scope
  • Who should participate
  • Purpose and effect
  • Consequences of failure to agree
  • 10:30 Morning Coffee

    11:00 BENCHMARKING AND MARKET TESTING SCHOOLS PROJECTS

    Sasa Marenjak

    Sasa Marenjak, Head of PPP Centre, Croatian Institute for Bridge and Structural Engineering

  • What are real Whole Life Cost drivers in PFI Schools projects?
  • Importance of Operational scenario defined by the Client?
  • Key Performance Indicators for efficient Performance Monitoring?
  • Case Study – Croatian PFI Schools and Sport Halls
  • 11:40 DISPUTE PREVENTION

    Andrzej Grossman

    Andrzej Grossman, Director, Dispute Resolution Services, Centre for Effective Dispute Resolution

  • Tiered dispute resolution clauses
  • Dispute boards
  • Project mediation
  • 12:20 Networking Lunch

    14:00 DISPUTES IN PPP/PFI CONTRACTS: SOME LIKELY ISSUES

    Simon Lewis

    Simon Lewis, Partner, Dickinson Dees Law Firm

  • Disputes generated in complex contracts
  • Challenges to the procurement process - recent case law 
  • The Remedies Directive
  • Life after Midland Expressway
  • Design development and variations
  • Conclusions and risk analysis
  • 14:40 DISPUTE RESOLUTION

    Martin Stempkowski

    Martin Stempkowski, Partner, Haslinger / Nagele & Partner

  • Disputes during the tender procedure
  • Contractual provisions for dispute resolution
  • Dispute avoidance
  • Examples of dispute resolution in Austrian Projects
  • 15:20 Chairman’s Closing Remarks and Close of Conference followed by Afternoon Tea.

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    Workshops

    Tips and Skills for Effective Dispute Management
    Workshop

    Tips and Skills for Effective Dispute Management

    The Hatton, at etc. venues
    24th June 2008
    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’

    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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