Following on from the success of last years conference we are once again bringing together the case study opinions and strategic advice. PFI in the MoD VI offers a unique opportunity to hear from a leading panel of speakers who have experience PFI in the MoD first hand. This event gives you the opportunity to join the sector early and to strategically align your company for optimum success.

Conference programme

8:30 Registration and Coffee

9:00 Chairmans's Opening Remarks

Ian Graham

Ian Graham, Partner, Trowers & Hamlins


Mike Robinson

Mike Robinson, Partner, Berkshire Consultancy

  • Structuring a partnership relationship between the public and private sector
  • Establishing the constituent elements to ensure that the project is completed through effective working practices by both parties
  • Assessing the contractual issues; how is the relationship managed to ensure that aims are met
  • Ensuring the MoD and the private sector work in direct consultation throughout the contract process
  • Ensuring relationships are continually built on as the project progresses throughout the contract period
  • 9:40 CASE STUDY

    Ken Webb,  Ray Forbes

    Ken Webb, Ray Forbes, Business Efficency Unit, MoD NI

  • Getting to the preferred bidder stage of the project – making that decision
  • Assessing the project – The construction and maintenance of high standard accommodation
  • Using the PFI to develop housing projects to help meet new requirements
  • What is expected from the partnership – Discussion of terms
  • Gaining quality proposals and value for money for the MoD
  • Advantages of using the PFI to develop partnerships for housing projects within the MoD NI
  • 10:20 Defence Fixed Communicatiosn Systems - Contract Operation

    Huw Rees

    Huw Rees, Programme Director, INCA

  • Moving from the development to the operational phase of PFI projects : The key factors to consider
  • The complete process of contract management of an operational PFI project
  • Procedures that need to be put into placetop ensure the contract will be implemented
  • The value to the bottom line of a PFI project of accurate scheduling
  • The relationhip between contractor and customers in the operation phase
  • Tips on monitoring contract management and performance levels
  • 11:00 Morning Coffee

    11:20 CASE STUDY

    David Jepson

    David Jepson, Director, Riverside Housing Association

  • Bidding and winning the contract - The implications on the housing association
  • How the contract will be delivered – What the developers will provide and who will oversee it
  • The forms of funding used to develop the project and how will the revenue streams be received
  • Building a relationship with the MoD to develop the project and complete the deal
  • The final say – How will the project be finally delivered and what will be the input from the individuals taking on the accommodation
  • 12:00 CASE STUDY

    Anthony Fine

    Anthony Fine, Partner, Barnett Alexander Chart

  • Sponsored reserves as a condition of an MoD PFI deal
  • Loaning soldiers to civvy street or vice versa
  • Recruiting sufficient personnel to do the job and where do they come from
  • How does the concept work and is it functional and manageable
  • Fulfilling obligations – in all areas
  • Who is responsible for the reserves the public or the private sector
  • 12:40 Lunch


    Danny Daniels

    Danny Daniels, Director, HSBC

  • Marrying up debt profiles to the right project
  • Capital market debt and syndicated loan funding
  • Sources of funds – subordinated debt and senior debt
  • Categories of borrowing – looking at securities and bond issues
  • Mixing equity and debt funding
  • Payback – terms and conditions what works best Bankers concerns of MoD PFI projects

    Dr Mark Townley

    Dr Mark Townley, Operations Director, Flagship Training

  • How the project has developed and is working out since the contract was signed
  • Day to day – How does the service get delivered to the MoD
  • The line between MoD and private sector responsibility
  • Increases in the partner’s influence and commitment to the future of the project
  • PFI opportunities within the partnership exercise
  • Using the PFI to develop training need to the MoD

    Christopher Duxbury          Paul Francis

    Christopher Duxbury Paul Francis, Corporate Business Manager Project Manager, Building and Property Group

  • What are the long term benefits of defence projects how will they develop
  • Developing the consortium –What are the key elements
  • Assessing the finance aspect of such a large scale project
  • Milestones passed in the develop of a preparation of a bid
  • Offering optimal value for money and demonstrating cost saving ability to the MoD
  • Learning from the other experiences of developing the PFI in the bidding stages of the project
  • 15:40 Afternoon Tea

    16:00 CASE STUDY

    Alex Dawson

    Alex Dawson, Associate, Knight Frank

  • The development of the project
  • The procurement of the project
  • The evaluation of the short list of bidders
  • An assessment of how the contractual phase of the project should run

    Juilan Starmer –Smith

    Juilan Starmer –Smith, Principal Consultant, TA Group

  • Output specifications outlined by the public sector
  • Managing the contract – How is this done for the MoD
  • Assuming construction costs which are recouped through service payments
  • Contact completion and management implementation
  • Operating the asset
  • Assessing the rewards
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-Registration and Coffee

    9:00 Chairman's Opening Remarks

    Stephen Kenny

    Stephen Kenny, Partner, Wragg & Co


    Herbert Abela

    Herbert Abela, Defence Business Manager, Brown and Root

  • PPP Characteristics
  • Prime Contractorship
  • Deciding on the Shape of a Consortium
  • Partnering and Application of Partnering principles

    John Thornely

    John Thornely, Project Director, WS Atkins Investments

  • A new approach for the MoD and the private sector through PPP/PFI
  • Optimising procurement
  • Project scope and contract responsibities
  • Optimising value for money and risk transfer
  • Sewage services PPP contracts for RAF Lyneham and RAF Wyton
  • Lessons learned The way forward

    Keith Palmer

    Keith Palmer, Director, Haden Building Management

  • Long term contracts for well defined circumstances
  • Depending on the MoD – Are the private sector dependent on capabilities found in the MoD
  • Opportunities for the private sector –Looking at the wider market
  • Recognising the potential for private partners to create a third party income from the project
  • Developing specialist partnerships with the MoD
  • Partnering and financing as an investment option within the MoD
  • 11:00 Morning Coffee

    11:20 CASE STUDY:

    Julian Hawkins

    Julian Hawkins, Senior Manager, Deloitte and Touche

  • Objectives and options considered when assessing MoD vehicle projects
  • Putting together a bid for an MoD vehicles projects
  • Assessing the difference between a white fleet bid and a military vehicles bid
  • Offering ‘Value for Money’ through maintenance and asset management programmes
  • Managing the delivery process effectively
  • Post contract management
  • 12:00 Key legal issues in Defence PFI projects

    Richard Armitage

    Richard Armitage, Partner, Simmons and Simmons

  • The tendering process
  • Transferability of debt/equity
  • Contract performance and termination for default
  • Force majure and its consequences
  • Change of law risk
  • Use of sponsored reserves in service provision Payment mechanisms and performance regimes
  • 12:40 Lunch


    Tony Bevan

    Tony Bevan, Director Defence Sector Business, Citex Group

  • What is partnering
  • Successfully managing partnering within the MoD
  • Opportunities for PFI in Multi Activity Contracts
  • Issues for operators, what is the cost verses revenue ratio
  • The control of the MoD within these project contracts
  • Service or infrastructure – the changing issues of risk in multi activity contracts
  • 14:40 INSURANCE

    Lee Carey

    Lee Carey, Corporate Risk and Insurance Manager, Thomson CSF, UK

  • What are the risks
  • How can these be mitigated
  • The risk management implications - What role will insurance play
  • Typical insurance for a PFI project - What kind of insurance
  • Financing implications
  • Developing insurance initiatives within PFI for the MoD
  • 15:20 Afternoon Tea

    15:40 The View of the Facilities manager choosing to bid for MoD projects

    Stephen Day

    Stephen Day, Commercial Director, Aqumen Group

  • What are the long term benefits of defence projects how will they develop
  • Developing the consortium –What are the key elements
  • Assessing the finance aspect of such a large scale project
  • Milestones passed in the develop of a preparation of a bid
  • Offering optimal value for money and demonstrating cost saving ability to the MoD
  • Learning from the other experiences of developing the PFI in the bidding stages of the project

    Mark Benatar

    Mark Benatar, Risk Consultant, Marsh Bank Risk Services

  • Risk identification – Understanding the amount of risk you take on when putting together a project
  • Understanding the risk profile of a PFI project
  • Determining risk transfer within a private finance project
  • Assessing the different types of risk - Demand risk, residual risk, operating risk
  • Analysing how projects are credit rated and the elements that are considered
  • Pricing risk transfer into the final project costsAllocating the risk and treatment of particular areas
  • 17:00 Chairmans Closing Remarks and Close of Conference



    Contract Templates for PFI

    Contract Templates for PFI

    The Hatton, at etc. venues
    17th November 1999
    London, United Kingdom

    Contract Templates for PFI

    Contract Templates for PFI

    The Hatton, at etc. venues
    17th November 1999
    London, United Kingdom

    Contract Templates for PFI

    Contract Templates for PFI

    The Hatton, at etc. venues
    17th November 1999
    London, United Kingdom

    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues



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