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Contract design and contracting procedures are at the heart of very often rather complex and technical PFI/PPP deals. The correct exersise of these processes as well as the management of contracts are vital in ensuring successful projects.

Providing a unique source of information, this conference offers delegates the opportunity to learn from influential experts and decision - makers through presentations, case studies and panel discussions. This forum thus seeks to equip participants with the skills, technical and legal knowledge necessary to set up, operate as well as close successful PFI/PPP projects across the UK and other European countries. 

Learn from key industry experts, including:

  • James Robertson, Chief Economist and Director PFI value for Money Studies, National Audit Office
  • Mark Courtneidge, Director, Aon Private Finance
  • Simon McCann, Partner, Morgan Cole
  • Velia M. Leone, Advisor to the European Commission & Managing Partner, Leone & Associati, Italy
  • Andre Schoder, Manager, Ernst & Young Real Estate, Germany
  • Lynn Pentland, Associate, Dundas & Wilson
  • Philippe Genoux, Ingénieur général de l'armement, Délégation Générale pour l’Armement (Ministry of Defence), France
  • David Henderson, Partner, MacRoberts
  • Clive Bird, Director, Bespoke Housing Solutions
  • Kirsty Garrison, Director, Deloitte
  • James Bremen, Partner, Maxwell Winward
  • Chris Jarman, Head of Waste and Renewables, Bevan Brittan LLP

Why you should attend:                                                                                                                    

LEARN how to create the ideal conditions for contract management                                     

COMPARE & CONTRAST developments in Europe and beyond

UNDERSTAND how to best set up and manage competitive dialogue

UPDATE yourself on international financial reporting standards

ASSESS alternative contractual and legal thinking

HEAR about sector specific contractual issues for street lighting projects

Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Andrew Mowle

Andrew Mowle, Business Support & PFI Manager, Sussex Police

9:10 ISSSUES FOR NEW PARTICIPANTS IN WASTE PROJECTS

David Kilduff

David Kilduff, Partner, Head of Commercial Group, Walker Morris

  • Waste as an infrastructure market
  • New technologies and risk transfer
  • Issues for subcontractors
  • Protecting your investment
  • Q&A
  • 9:50 STREETLIGHTING

  • Background Information
  • Current Market
  • Contractual Differences
  • The Future
  • Fiona Scott

    Fiona Scott, Associate, Dundas & Wilson

    Lynn Pentland

    Lynn Pentland, Associate, Dundas & Wilson

    10:30 Morning Coffee

    11:00 CONTRACTUAL ISSUES IN WASTE PPP/PFI PROJECTS

    Chris Jarman

    Chris Jarman, Head of Waste & Renewables, Bevan Brittan L L P

  • Market Update
  • Current Issues for the public and private sector
  • Contracts Standardisation
  • Competitive Dialogue in Waste
  • Current Issues for the public and private sector
  • Contracts Standardisation
  • Competitive Dialogue in Waste
  • 11:40 UPDATE ON INSURANCE IN PPP

    Mark Courtneidge

    Mark Courtneidge, Director PFI Unit, Aon Advisors Group Ltd

  • Insurance in PPP
  • Current contractual issues around insurance and risk
  • Overseas developments
  • Update on the insurance market
  • Where do we go from here
  • 12:20 Networking Lunch

    13:50 MANAGING RISK IN OPERATIONAL PFI PROJECTS

    Dominic Leadsom

    Dominic Leadsom, Director, Turner & Townsend

  • Principal risk areas and management techniques for the Public Sector
  • Principal risk areas and management techniques for the Private Sector
  • What do Funders think about operational risk?
  • How has standardisation of contracts changed operational risk management
  • 14:30 RE-FINANCING

    Edward Yescombe

    Edward Yescombe, Director, Yescombe Consulting Ltd

  • What is Re-financing?
  • How do investors benefit?
  • How is this benefit shared with the public sector?
  • What contractual issues arise from this?
  • 15:10 Afternoon Tea

    15:40 TAX AND ACCOUNTING DEVELOPMENTS RELEVANT TO CONTRACTUAL STRUCTURES

  • IFRS  - private and public sector overview including key contractual drivers
  • UK and international perspective
  • Recent changes to the UK tax regime - implications for tax risk weighting and allocation
  • Kirsty Garrison

    Kirsty Garrison, Tax Partner, Deloitte

    Jacqui Holden

    Jacqui Holden, Director, London Audit Practice, Deloitte & Touche

    16:20 COMPETITIVE DIALOGUE - A PRACTICAL PERSPECTIVE

    Simon McCann

    Simon McCann, Partner, Morgan Cole

  • When it applies
  • Setting up and managing the procedure
  • Common or separate solutions and confidentiality implications
  • Final bid stage
  • Scope of "clarification, specification and fine-tuning" post tender
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Registration & Coffee

    9:00 Chairman's Opening Remarks

    Norman Rose

    Norman Rose, Director, BiP Solutions

    9:10 PPP SCHEMES - A EUROPEAN PERSPECTIVE

    Velia Leone

    Velia Leone, Advisor to the European Commission & Managing Partner, Studio Legale Leone & Associati

  • The existing legal framework
  • PPP Schemes: a moving target
  • A new lex mercatoria era
  • A quest for simplification
  • 9:50 DISPUTE RESOLUTION IN INTERNATIONAL PPP CONTRACTS

    James Bremen

    James Bremen, Partner, Maxwell Winward

    10:30 Morning Coffee

    11:00 GERMANY - PROJECT FINANCE AND THE EFFICIENCY OF DIRECT AGREEMENTS

    Andre Schoder

    Andre Schoder, Manager, Ernst & Young Real Estate

  • Comparison between British and German PPP structures
  • Direct agreements as integral part of legal framework
  • Different options of treatment of the debtor's contracts in bancruptcy
  • Case Study - successes and challenges
  • Lessons Learned
  • 11:40 FRANCE - SOME THOUGHTS ON LEGAL AND CONTRACTUAL ISSUES FOLLOWING THE FIRST SIGNING OF PPP BY THE FRENCH MOD

    Philippe Genoux

    Philippe Genoux, Ingénieur général de l'armement, Délégation Générale pour l’Armement

  • The French legal framework in a few words
  • Some key differentiating factors between the conventional acquisition and PPP from a contractual standpoint
  • Specifities of PPP with tradable assets compared to PPP with real estate assets; impacts on contractual and financial schemes
  • Setting up the dialogue: some preliminary feed-backs
  • 12:20 Networking Lunch

    13:30 LEGAL DEVELOPMENTS ON PPP/PFI IN ITALY: AIRPORTS AND MARINAS. A CHALLENGING FIELD FOR PPP/PFI PROJECTS

    Paola Conio

    Paola Conio, Lawyer, Senior Partner, Studio Legale Leone

  • Italian PPP/PFI model. An overview.
  • Development of PPP/PFI projects on "state demesne land": airports and marinas.
  • The Rome Airport System: A case of study
  • Marinas: a new market for PPP/PFI projects in Italy
  • 14:10 A PERSPECTIVE FROM THE NATIONAL AUDIT OFFICE - TIGHTENING UP ON VALUE FOR MONEY ISSUES IN PFI

    James Robertson

    James Robertson, Chief Economist and Director PFI Value for Money Studies, National Audit Office

  • Improving tendering
  • Making changes in operational projects more effectively
  • Periodic value testing
  • 14:50 Afternoon Tea

    15:20 SOME DEVELOPMENTS IN SCOTLAND - NON PROFIT DISTRIBUTING MODEL AND SCOTTISH FUTURE TRUSTS

    David Henderson

    David Henderson, Partner, MacRoberts

  • How does the NPD model work
  • NPD projects - the Scottish experience
  • The structure of the Scottish Trust Funds
  • Is SFT a realistic alternative to PPP
  • The way forward
  • 16:00 PANEL DISCUSSSION - ASSESSING THE FUTURE OF PFI AND ANALYSING ALTERNATIVES

    James Robertson

    James Robertson, Chief Economist and Director PFI Value for Money Studies, National Audit Office

    David Henderson

    David Henderson, Partner, MacRoberts

    Velia Leone

    Velia Leone, Advisor to the European Commission & Managing Partner, Studio Legale Leone & Associati

    Edward Yescombe

    Edward Yescombe, Director, Yescombe Consulting Ltd

    16:40 Chairman’s Closing Remarks and Close of Conference

    +

    Workshops

    Avoiding, Minimising and Resolving Disputes on PPP/PFI Projects
    Workshop

    Avoiding, Minimising and Resolving Disputes on PPP/PFI Projects

    Crowne Plaza Hotel - St James
    14 October 2008
    London, United Kingdom

    Crowne Plaza Hotel - St James

    Buckingham Gate 45/51
    London SW1E 6AF
    United Kingdom

    Crowne Plaza Hotel - St James

    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, SAE Media 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@saemediagroup.com

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