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PFI in Education
30 October - 31 October 2006
PFI in Education

SAE Media Group's 6th Annual Conference on education procurement will set the stage in the heart of London for a timely discussion on the most important issues surrounding successful bid strategies, holistic educational visions, future income streams and managing long term partnerships through each phase of the contract. We will be addressing the political and economic problems of introducing a new framework of investment and performance measures, with probable solutions emanating through greater understanding, sharing best practices and promoting teamwork, whilst clearly demarcating roles and responsibilities.

With BSF entering its third and most pivotal year, with the inaugural deals from the early waves due to reach financial close this summer, the conference is opportunely timed to capture the key learnings from the Pathfinder authorities and project stakeholders. They will talk about the challenges they faced along the journey and the changes that have occurred within the industry over the initial bidding period. These insights will prove invaluable to the next raft of authorities due to undertake this process.

Speakers include:

Martin Lipson , Director, 4ps

Paul Lawrence, Head of Education Advisory Services, KPMG

David Hutton, Head of Built Environment, Bevan Brittan

Cheryl Fisher, Head of Division, Structured Finance and PPPs, European Investment Bank

Martin Chilcott, Chief Executive Officer, Place Group

David Hunter, PFI & Projects Partner, Bevan Brittan

Simon Phillips, Director, Investors In Community

Tony Benton, Assistant BSF Director, Westminster City Council

Darryl Murphy, Managing Director, HSBC

Peter Hunter, Principal Consultant, Socitm Consulting

Karen Hill, Associate Director, Infrastructure Finance, Bank of Scotland

Mark Fenton, BSF Manager, Solihull Metropolitan Borough Council

Conference agenda

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8:30

Registration & Coffee

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9:00

What is a Local Education Partnership?

  • An overview of the proposed structure, relationships and scope of exclusivity embedded within an LEP
  • The benefits of setting up an Strategic Partnership Agreement
  • The implications for the existing supplier network
  • Compliance with EU procurement regulations
  • CASE STUDY: focus on Greenwich?
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    9:45

    De-mystifying the contractual process

  • The LEP timeline – when to do what
  • Assessing which type of structure is required and for how long.
  • Amending the structure to suit local requirements
  • How to interface supply chains from different sectors
  • Deciding upon appropriate output specifications and service levels
  • Insuring against obsolescence
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    10:45

    Morning Coffee

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    11:15

    Benchmarking and performance measurement

  • Evaluating the BSF payment mechanism for hard and soft services
  • Service delivery & penalties for failure
  • Benchmarking v market testing
  • Guaranteeing VFM over the life of the LEP
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    12:00

    Discussion and Questions – review of session

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    12:30

    Close of Executive Briefing

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    8:30

    Registration & Coffee

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    9:00

    Chairman's Opening Remarks

    Paul  Lawrence

    Paul Lawrence, Head of Education Advisory Services, KPMG

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    9:10

    TALKING ABOUT THE BSF GENERATION

    Martin Chilcott

    Martin Chilcott, Chief Executive Officer, Place Group

  • Equipping our youth for the challenges of the 21st century
  • Old school versus New school
  • Embedding educational delivery at the heart of the programme: focus on Tameside
  • Drawing inspiration from the international learning community
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    9:50

    EIB’s COMMITMENT TO IMPROVING COMMUNITIES

    Cheryl Fisher, Head of Division, Structured Finance and PPPs, European Investment Bank

  • Evaluating the ripple effect of school investment in priority development areas
  • Spotlight on Newcastle and Lancashire BSF
  • The benefits of EIB as a Structural Funding partner
  • Lessons to be learnt from EIB’s Scottish ventures
  • Lessons to be learnt from EIB’s Scottish ventures
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    10:10

    PERSONALISING THE BSF DISCUSSION

    An interactive session over coffee and leading into the coffee break - getting people together to share experiences and learn from each others' experience.  You will be allocated to a round table for this interactive foum.

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    10:30

    Morning Coffee

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    11:00

    KEYNOTE SPEECH: SPOTLIGHT ON SOLIHULL: LIVING THE BSF DREAM

  • From drawing board to reality : a review of the BSF journey
  • A step change in both public and private sector attitudes
  • Building in contractual flexibility, whilst upholding competitive dialogue – the non LEP approach
  • Comparing and contrasting the BSF and PFI routes to new schools
  • The wider impact on Solihull’s community – and future aspirations
  • David Butt

    David Butt, Education Officer, Solihull Metropolitan Borough Council

    Mark Fenton

    Mark Fenton, BSF Manager, Solihull Metropolitan Borough Council

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    11:40

    REFORMING THE NEIGHBOURHOOD

    Simon Phillips

    Simon Phillips, Director, Investors in the Community

  • Pioneering long term ‘trust’ partnerships through ‘honest’ brokerage
  • Leveraging the efficiencies gained from independent partnering to benefit the community
  • Attracting the community into schools
  • Identifying the needs of young people and community
  • Linking schools and communities
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    12:20

    Networking Lunch

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    13:50

    A Review of BSF to date

    Martin Lipson

    Martin Lipson, Executive, 4ps

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    14:30

    ALL SHIP SHAPE IN A BRISTOL FASHION

  • A new approach to procuring 4 new secondary schools worth £150m
  • Overcoming the obstacles of a steep learning curve
  • Understanding the role of LEP and the interfaces between the different supply chains
  • Implications for the existing supplier network
  • Practical advice for future wave authorities
  • Janie  Chesterton

    Janie Chesterton, Bristol PFI/BSF Team, Bristol City Council

    Janie  Chesterton

    Janie Chesterton, Commercial Manager, Partnerships for Schools

    David Hunter

    David Hunter, Partner, Bevan Brittan

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    15:10

    Afternoon Tea

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    15:40

    IS BSF A SOUND INVESTMENT FOR THE BANKING SECTOR

    Darryl Murphy

    Darryl Murphy, Managing Director, HSBC

  • An overview of the sector and current funding market activity
  • What's really in it for funders?
  • The LEP, PFI and ICT - the Good, the Bad and the Ugly?
  • Where has all the innovation gone?
  • Looking ahead - framework funding, refinancing strategies and the role of the wider capital markets
  • Is the BSF framework exportable?
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    16:20

    Chairman’s Closing Remarks and Close of Day One

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    8:30

    Registration & Coffee

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    9:00

    Chairman's Opening Remarks

    David Hutton

    David Hutton, Head of Built Environment, Bevan Brittan

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    9:10

    ICT in a Global Context

  • An breakdown of the £250m renovation project
  • The benefits of Strategic Partnering Organisation over a Local Education Partnership for Greenwich LEA
  • Is this the purest form of procurement?
  • Contractual implications for the winning consortium
  • Stephen Heppell

    Stephen Heppell, Director, Heppell.Net Ltd

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    9:30

    DELIVERING THE BSF PROMISE USING A CONVENTIONAL FUNDING MODEL

    Tony  Benton

    Tony Benton, Assistant Director BSF, Westminster City Council

  • Outline of the Westminster BSF project
  • A review of the amended LEP model in use
  • Managing procurement through competitive dialogue
  • Steps going forward
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    9:50

    PANEL DISCUSSION: TOP MARKS FOR BSF?

    David Hutton

    David Hutton, Head of Built Environment, Bevan Brittan

    Steven Leigh

    Steven Leigh, Senior Executive, 4ps

    Tony  Benton

    Tony Benton, Assistant Director BSF, Westminster City Council

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    10:30

    Morning Coffee

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    11:00

    BUILDING ICT INTO THE FOUNDATIONS OF BSF

    Peter  Hunter

    Peter Hunter, Business Development Consultant, Socitm Consulting

  • What is the vision for ICT?
  • Variations in scope and approach
  • ICT and the rest of the project
  • Building for the transformation journey
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    11:40

    INTEGRATING ACADEMIES INTO THE NEW BSF MIX

    Michael  Buchanan

    Michael Buchanan, Strategy Director, Place Group

  • An overview of the integrated Academies strategy in Manchester City Council
  • How it is supported by the business and school communities across the city
  • A review of the PfS framework and how the restructure is supporting Academy integration
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    12:20

    Networking Lunch

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    13:50

    LANCASHIRE CC: A CATALYST FOR CHANGE

    Karen Hill

    Karen Hill, Associate Director, Bank of Scotland

  • Meeting the challenge of closer private/public sector working relationships required for BSF
  • Adjusting the traditional PFI procurement model to suit long term commitments
  • Will standardisation minimise costs, and does it impact the transfer of risk?
  • Opportunities for re-financing the BSF deal
  • Practical advice for future wave authorities and lessons for the industry
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    14:30

    Chairman’s Closing Remarks and Close Conference

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    14:40

    Afternoon Tea

    Workshops

    Constructing the ideal LEP

    Constructing the ideal LEP

    The Hatton, at etc. venues
    1 November 2006
    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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    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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