Home
Project Finance and PPP in Portugal
19 November - 20 November 2003
Project Finance and PPP in Portugal
Continuing the success of last year's event, we are delighted to announce SAE Media Group's Second annual conference on Project Finance and PPP in Portugal, which will be opened by HM Ambassador Dr Glynne Evans, British Ambassador of Portugal.

The Portuguese PPP market is worth nearly $6bn, and represents a large propotion of all PPP concessions closed to date, and is therefore a highly important market to the international PPP community.

This year's conference will cover the latest on the following:

  • Status quo on the SCUTS
  • Details of the first 6 PPP/PFI hospitals to be tendered this year
  • New PPP initiatives for Higher Education projects
  • Upcoming deals in Sustainable Energy

    Key speakers from the public sector include:
    Dr Jorge Abreu Simoes, President, Parcerias.Saude, Ministry of Health
    Eng Jose Ribeiro dos Santos,President of the Administration Board, IEP re-confirmed
    Dr Pedro Alfonso de Paulo, Financial Advisor, Ministry of Urban Affairs, Spatial Planning and Environment
    Eng Manuel Alcindo Antunes Frasquilho, Chairman, Lisbon Metro re-confirmed

  • Conference agenda

    clock

    8:30

    Registration and Coffee

    clock

    9:00

    The Procurement Process

  • PPP traditional procurement routes
  • PPP and National legislation - budget considerations
  • Stages in the procurement process
  • How to achieve value for money in PPP Projects
  • What is an output specification - What are you trying to achieve?
  • Payment mechanisms
  • The public sector comparator
  • clock

    10:00

    Managing the tender process

  • Choosing the right project
  • Building public awareness
  • The selling of the project
  • Financial issues involved within the bidding process
  • Bid appraisal / evaluation assuring transparency
  • Post-financial close.
  • Measuring and auditing performance during the operation period
  • clock

    11:00

    Coffee

    clock

    11:15

    Mitigating risk on PPP Projects

  • Identifying sources of risk in PPP
  • Extent of uncertainty
  • Minimising and prising risk
  • clock

    12:00

    Case study and evaluation

    clock

    12:30

    Discussion and questions, review of session

    clock

    12:30

    Close of Briefing

    clock

    8:30

    Registration & Coffee

    clock

    9:00

    Chairman's Opening Remarks

    Pedro Rebelo de Sousa

    Pedro Rebelo de Sousa, Lawyer, Simmons and Simmons Rebelo de Sousa

    clock

    9:10

    Welcoming Address

    Dr Glynne Evans

    Dr Glynne Evans, HM Ambassador, British Ambassador Portugal

    clock

    9:30

    THE FIRST FIVE HOSPITALS TO BE TENDERED

    Dr Jorge Abreu Simoes

    Dr Jorge Abreu Simoes, President, Parcerias.Saude, (Partnerships Health), Ministry of Health

  • The PPP model for new hospital project
  • The role of Parcerias.Saude in preparing the tender documentation, assessing value for money, and managing the procurement process
  • The first five hospitals to be tendered:
  • Loures, Cascais, Braga, Sintra, and Vila Franca de Xira
  • The second batch of projects:
  • Algarve, Evira, Vila Nova de Gaia, Guarda, Povoa do Varzim
  • The first tender: timetable and procurement process for Loures Hospital
  • clock

    10:20

    FINANCING SUSTAINABLE DEVELOPMENT IN PORTUGAL

    Dr Pedro Afonso de Paulo

    Dr Pedro Afonso de Paulo, Financial Advisor, Ministry of Urban Affairs, Spatial Planning and Environment

  • Current procument process for purchases
  • Priority areas
  • Strategic policy
  • clock

    11:00

    Morning Coffee

    clock

    11:20

    RENEWABLE ENERGY IN PORTUGAL

    Américo Carola

    Américo Carola, Head of Project Finance, BCP Investimento

  • Legislative framework
  • Current status of the industry
  • Commercial issues
  • Financial issues
  • clock

    12:00

    CURRENT PRACTICES IN THE PROVISION OF HEALTHCARE IN PORTUGAL

    Isabel Vaz

    Isabel Vaz, Member of the Board, Espirito Santo Saude

  • Will private operators deliver?
  • clock

    12:40

    Networking Lunch - Sponsored by Simmons& Simmons Rebelo de Sousa

    Richard Armitage

    Richard Armitage, Partner, Simmons and Simmons

    clock

    14:00

    FUNDING PPP/PFI ROAD PROJECTS –EUROPEAN EXPERIENCE AND COMPARISONS

    Layth Irani

    Layth Irani, Head of Transport Project Finance, Sumitomo Mitsui Banking Corporation Europe (SMBC)

  • Portugal in context
  • Real toll vs shadow toll vs availibility- which approach and why
  • Traffic risk
  • Funding availibility in a shrinking market of providers
  • clock

    14:40

    WRAPPED BOND ISSUES

    Thomas Jacquot

    Thomas Jacquot, Assistant Vice President, Ambac Assurance UK

  • Monline insurance
  • Benefits and constraints
  • Capital market issues
  • Bond structures
  • Case studies: London underground - Metronet and Tubelines
  • clock

    15:20

    Afternoon Tea

    clock

    15:40

    BONDS VS COMMERCIAL DEBT

    Stephen Paine

    Stephen Paine, Managing Director, Investment Banking Division, UBS

  • Fixed or floating interest rates
  • Allowing project sponsors increased financial flexability
  • Costs, rates and loan duration
  • Assessing the competition between these two sources of finance for project funding
  • Benefiting from more competitive rates and growing tenors
  • Widening the lender profile
  • clock

    16:20

    FINANCING HEALTHCARE PROJECTS

    Dr Christian Kummert

    Dr Christian Kummert, Managing Director, Special Finance, DEPFA

  • Evolution of Healthcare PPP Projects
  • Payment Structures and Profiles
  • Standardisation
  • Lending trends
  • clock

    17:00

    Chairman's Closing Remarks and Close of Day One

    clock

    8:30

    Re-registration & Coffee

    clock

    9:00

    Chairman's Opening Remarks

    Stephen Harris

    Stephen Harris, Head, International, IFSL

    clock

    9:10

    THE LEGAL FRAMEWORK FOR PPP IN PORTUGAL

    Jorge Santiago Neves

    Jorge Santiago Neves, Head of Project Finance & PPP and Project Finance, Barrocas & Alves Pereira

  • EU rules affecting the Portuguese project finance market
  • Overview and implementation
  • The laws governing PPP’s in Portugal:
  • The PPP framework law
  • Budgeting restrictions
  • PPP rules governing specific sectors
  • PPP’s at the regional and municipal level: the current trends
  • clock

    9:40

    THE PORTUGUESE ROAD PROGRAM SO FAR

    Daniel Amaral

    Daniel Amaral, Managing Drector, Project Finance, Caixa- Banco de Investimento

  • Current status
  • Refinancing options
  • Shadow toll vs real toll risk
  • clock

    10:20

    EVALUATING VALUE FOR MONEY FOR PPP FINANCE IN PORTUGAL

    Jose Ribeiro dos Santos

    Jose Ribeiro dos Santos, President of the Administration Board, Caixa- Banco de Investimento

  • Comparing traditional and alternative methods of procurement
  • Potential prison programme and financing options
  • What does the future hold?
  • clock

    11:00

    Morning Coffee

    clock

    11:20

    OPPORTUNITIES FOR ALTERNATIVE FINANCING OF THE LISBON METRO

    Manuel Alcindo Antunes Frasquilho

    Manuel Alcindo Antunes Frasquilho, Chariman, Lisbon Metro

  • Extensions currently under way
  • The Baxia project
  • The Falagueira project
  • The Odivelas project
  • The S. Sebastiao project
  • Extensions are presently being studied:
  • Rato - Alcântara with a length of about 3 Km and featuring 3 new stations, providing a new interface with the Lisbon - Cascais suburban raiway line.
  • The Telheiras - Pontinha, with a length of about 3 km and featuring 3 stations which will serve a fast expanding zone and will enable the access to the Blue Line and to the "Pontinha" depôt
  • The red line extensions from S. Sebastião to Campo de Ourique with a length of about 3 km and featuring 3 new stations and from Oriente station to the Lisbon International Airport and to Sacavém
  • clock

    12:00

    INTERNATIONAL CASE STUDY THE LONDON UNDERGROUND

    Ian Sivyer

    Ian Sivyer, Head of Risk Finance and Insurance, Currie & Brown (Tubelines)

  • The modernisation programme of the London Underground
  • Combining public sector management with public sector expertise and funding
  • Corporate risk and insurance management
  • Communicating successfully with the public
  • Hurdles to overcome and solutions found
  • clock

    12:40

    Networking Lunch

    clock

    13:40

    RE-DEVELOPING THE ENTIRE PORTUGUESE WATER INFRASTRUCTURE

  • Characterisation of the water sector in Portugal – main issues and constraints:
  • Challenges towards a new organisational, economic and legal model
  • International benchmarking analysis
  • A new model for the water sector- main issues and proposals
  • Finance and opportunities for Public-Private Partnership (PPP) structures
  • Octavio Castelo Paulo

    Octavio Castelo Paulo, Partner, Corporate and TMT, Simmons & Simmons Rebelo de Sousa

    Rui Neves Soares

    Rui Neves Soares, Project Finance and PFI/PPP, Simmons & Simmons Rebelo de Sousa

    clock

    14:20

    PPP- GENERATING AN INFORMED DEBATE

    Stephen Harris

    Stephen Harris, Head, International, IFSL

  • The evolution of the PPP concept in the UK
  • The Key drivers for value for money in the UK
  • Common criticism of PPP's and how to address the problems
  • Communicating the message
  • clock

    15:00

    OPPORTUNITIES FOR ALTERNATIVE FINANCE OF HIGHER EDUCATION PROJECTS IN PORTUGAL

    Prof. J.M Pinto Paixão

    Prof. J.M Pinto Paixão, Secretary of State, Ministry of Science and Higher Education

  • The role of the Ministry of Science and Higher Education in the provision of higher education in Portugal
  • Current budget and funding methods
  • Opportunities for alternative finance
  • clock

    15:40

    Afternoon Tea

    clock

    16:00

    INTERNATIONAL OVERVIEW – THE ENGLISH HIGHER EDUCATION SECTOR

    Tim Russell

    Tim Russell, Manager, Strategic Business Development, NATO Maintenance and Supply Agency

  • The role of HEFCE
  • Current and past projects
  • Experience of PPP and PFI
  • Lessons learnt
  • clock

    16:40

    PPP IN A RURAL SETTING – THE BUNDLING OF PPP PROJECTS TO ACHIEVE CRITICAL MASS

    Dr Alister W Coutts

    Dr Alister W Coutts, Director of Property & Architectural Services/ PPP Project Director, The Highland Council

  • Public Private Partnerships- the scene in the Highlands of Scotland
  • The Council’s PPP projects described in detail
  • The PPP process in action- the importance of client control and strategic direction
  • Lessons learned – the strengths and weaknesses of using PPP/PFI initiatives
  • Transfer of key skills and concepts across national boundaries
  • clock

    17:20

    Chairman's Closing Remarks and Close of Conference

    Workshops

    Procurement  & Associated Risks in PPP/PFI

    Procurement & Associated Risks in PPP/PFI

    Sheraton Lisbon Hotel & Towers
    18 November 2003
    Lisboa, Portugal

    Procurement  & Associated Risks in PPP/PFI

    Procurement & Associated Risks in PPP/PFI

    Sheraton Lisbon Hotel & Towers
    18 November 2003
    Lisboa, Portugal

    Sheraton Lisbon Hotel & Towers

    Rua Latino Coelho 1
    Lisboa 1069-025
    Portugal

    Sheraton Lisbon Hotel & Towers

    HOTEL BOOKING FORM

    Title

    SubTitle
    speaker image

    Content


    Title


    Description

    Download

    Title


    Description

    Download

    Title


    Description


    Download


    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

    Event Title

    Headline

    Text
    Read More

    I would like to speak at an event

    I would like to attend an event

    Group Booking

    Please complete the below form and a member of SAE Media Group’s booking team will be in contact within 24 hours

    I would like to sponsor/exhibit at an event

    SIGN UP OR LOGIN

    Sign up
    Forgotten Password?

    Contact SAE Media Group

    UK Office
    Opening Hours: 9.00 - 17.30 (local time)
    SAE Media Group , Ground Floor, India House, 45 Curlew Street, London, SE1 2ND, United Kingdom
    Tel: +44 (0) 20 7827 6000 Fax: +44 (0) 20 7827 6001
    Website: http://www.smgconferences.com Email: events@saemediagroup.com
    Registered in England - SMi Group Ltd trading as SAE Media Group




    Forgotten Password

    Please enter the email address you registered with. We will email you a new password.

    Thank you for visiting our event

    If you would like to receive further information about our events, please fill out the information below.

    By ticking above you are consenting to receive information by email from SAE Media Group.
    Full details of our privacy policy can be found here https://www.smgconferences.com/privacy-legals/privacy-policy/.
    Should you wish to update your contact preferences at any time you can contact us at data.privacy@smgconferences.com.
    Should you wish to be removed from any future mailing lists please click on the following link http://www.smgconferences.com/opt-out

    Fill in your details to download the brochure

    By submitting this form you agree to our privacy policy and consent to receiving communications, you may opt out at any time.

    Join the loitering munitions community

    Keep up to date with industry news, insights, and community updates FREE and direct to your inbox every month!
    You can unsubscribe at any time. For full details see our Privacy Policy