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Conference Documentation: PFI in Education

Product Type: Market Research Report
Published by: SMI Publishing, Ltd
Published: October 2006
Product Code: R215-410
Description
SMi'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
Table of Contents
Day 1




8.30 Registration & Coffee




9.00 Chairman's Opening Remarks

Mr Paul Lawrence, Head of Education Advisory Services, KPMG.




9.10 TALKING ABOUT THE BSF GENERATION

Establishing an education outcomes based vision and programme


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


Mr Martin Chilcott, Chief Executive Officer, Place Group.




9.50 EIB’s COMMITMENT TO IMPROVING COMMUNITIES

Financing a new generation of schools across the UK


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


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




10.10 PERSONALISING THE BSF DISCUSSION

An Interactive Round Table Discussion - Sharing Experiences

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.




10.30 Morning Coffee




11.00 KEYNOTE SPEECH: SPOTLIGHT ON SOLIHULL: LIVING THE BSF DREAM

Being first past the post to open a BSF funded school


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


Mr David Butt, Education Officer, Solihull Metropolitan Borough Council.

Mr Mark Fenton, BSF Manager, Solihull Metropolitan Borough Council.




11.40 REFORMING THE NEIGHBOURHOOD

Real partnership for young people and 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


Mr Simon Phillips, Director, Investors in the Community.




12.20 Networking Lunch




1.50 A Review of BSF to date

Mr Martin Lipson, Executive, 4ps.




2.30 ALL SHIP SHAPE IN A BRISTOL FASHION

The trials and triumphs of closing BSF’s first flagship deal


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


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

Ms Janie Chesterton, Commercial Manager, Partnerships for Schools.

Mr David Hunter, Partner, Bevan Brittan.




3.10 Afternoon Tea




3.40 IS BSF A SOUND INVESTMENT FOR THE BANKING SECTOR

Comparing and contrasting the different funding vehicles available for educational reform


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?


Mr Darryl Murphy, Managing Director, Royal Bank of Canada.




4.20 Chairman’s Closing Remarks and Close of Day One




Day 2




8.30 Registration & Coffee




9.00 Chairman's Opening Remarks

Mr David Hutton, Head of Built Environment, Bevan Brittan.




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


Professor Stephen Heppell, Director, Heppell.Net Ltd.




9.30 DELIVERING THE BSF PROMISE USING A CONVENTIONAL FUNDING MODEL

Harnessing private sector expertise without resorting to PFI credits


Outline of the Westminster BSF project

A review of the amended LEP model in use

Managing procurement through competitive dialogue

Steps going forward


Mr Tony Benton, Assistant Director BSF, Westminster City Council.




9.50 PANEL DISCUSSION: TOP MARKS FOR BSF?

Comparing and contrasting the various routes to procuring better schools

Mr Tony Benton, Assistant Director BSF, Westminster City Council.

Mr David Hutton, Head of Built Environment, Bevan Brittan.

Mr Steven Leigh, Senior Executive, 4ps.




10.30 Morning Coffee




11.00 BUILDING ICT INTO THE FOUNDATIONS OF BSF

Realising the BSF Education Vision through technology


What is the vision for ICT?

Variations in scope and approach

ICT and the rest of the project

Building for the transformation journey


Mr Peter Hunter, Business Development Consultant, Socitm Consulting.




11.40 INTEGRATING ACADEMIES INTO THE NEW BSF MIX

Rethinking Acadamies as strategic change agents in your communities


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


Mr Michael Buchanan, Strategy Director, Place Group.




12.20 Networking Lunch




1.50 LANCASHIRE CC: A CATALYST FOR CHANGE

The beginning of a pioneering long term BSF partnership worth £250m


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


Ms Karen Hill, Associate Director, Bank of Scotland.




2.30 Chairman’s Closing Remarks and Close Conference




2.40 Afternoon Tea

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