Funding, financing and PPPs

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Continuous technical support 101-250:
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Continuous technical support 501-1000:
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LMS fee 251-500:
LMS fee 501-1000:
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Funding, financing and PPPs
  • Training
18/09/2017
Add to Calendar
20/09/2017
Manchester
  • United Kingdom

About: 

Objectives

  • Understand why it is important to invest in a good public transport system for the benefit of the city and region, using Manchester as a best practice
  • Introducing key concepts and principles of funding a good public transport system and their potential contradictions
  • Discover different ways of building a funding strategy at the city level
  • Learn about the different funding levers and financial mechanisms available to authorities and operators
  • Get a hold on what PPPs are and what are they key ingredients for their success
  • Learn from international best practice on the application of such tools
  • Apply the concepts and tools through didactic and dynamic workshops

Target Audience

  • Economists, financial experts, policy makers and project managers from public transport operators and authorities seeking to learn more about infrastructure investment and cost-effective approaches to operations
  • Companies and cities looking to introduce and apply new concepts such as Public Private Partnerships (PPP)
  • Third parties involved in the investment of capital projects and development of public transport systems (national and international banks, development agencies, private stakeholders, etc)
  • Professionals interested in obtaining a wider and international perspective on funding options and financial mechanisms and eager to learn more from international best practice
  • The course welcomes junior and senior participants worldwide

A good level of English is a compulsory requirement to attend the training

Methodology

  • Participate to interactive plenary sessions with introduction by course leaders, presentations by the trainer and open discussions with participants
  • Challenge your thinking on the use of different funding and financing tools 
  • Put your concepts in application by means of workshops
  • Exchange with your peers on current practices and your very own experiences

Inspiring Trainers

Our skillful trainers are composed of professionals, UITP lecturers and international experts in the fields of funding, financing and PPPs.

Trainers will be:

  • Guido Bruggeman, Senior Transport Consultant, Public Transport Consultancy Services, Amsterdam, The Netherlands
  • Julian Ware, Senior Principal, Transport for London (TfL), United Kingdom
  • Simon Warburton, Transport Strategy Director, Transport for Greater Manchester (tfgm), United Kingdom
  • Nicola Kane, Head of Strategy, Transport for Greater Manchester (tfgm), United Kingdom
  • Ben Brisbane, Strategy Officer, Transport for Greater Manchester (tfgm), United Kingdom

 

Speakers: 

Guido Bruggeman, Senior Transport Consultant, Public Transport Consultancy Services, Amsterdam, The Netherlands
Julian Ware, Senior Principal, Transport for London (TfL), United Kingdom
Simon Warburton, Transport Strategy Director, Transport for Greater Manchester (tfgm), United Kingdom
Nicola Kane, Head of Strategy, Transport for Greater Manchester (tfgm), United Kingdom
Ben Brisbane, Strategy Officer, Transport for Greater Manchester (tfgm), United Kingdom

 

Programme: 

FUNDING
Revenue Strategy

  • Coverage rates
  • Fare regulation and adjustment, fare fraud
    • Fares structures
    • Role of regulation and fare adjustment mechanisms
    • Fare fraud
  • Fare regulation and adjustment, fare fraud
    • Why using pricing
    • Optimising revenues
    • Reducing congestion
    • Over-crowding
  • Non fare revenue – secondary income sources to fund public transport
    • Role of advertisement and strategy
    • Different tools in place

Earmarked taxes, charges, and levies

  • What is earmarking?
  • Private car users
    • Tax fuels
  • Employers and businesses
    • Including businesses in the mix
    • Different tools
  • Property owners, land developers
    • Policies in place
    • Different tools

Land Value Capture & Land Value Taxes

Public transport investments have a variety of impacts on land value in the area around the transport system. Land Value Capture (LVC) is a financial mechanism that aims to return windfall profits of increased property prices (arising from the investment of public funds) back to the public. The basic assumption is to recover the capital cost of the transport investment by capturing some or all of the increments in land value resultant from the investment.

This session will look at the main principles and functioning of land value capture and land value taxtes whole illustrating it with some applications from around the world:

  • The betterment tax
  • Tax increment finance
  • Joint development

FINANCING

  • Overview of current trends
  • What is a good financing project

Different financing actors: institutional bodies, international agencies and private investment

  • The role of governmental bodies
  • The role of private financing
  • The role of international agencies

Explanation of different financing mechanisms (debt financing, joint development)

  • Overview of the different mechanisms
  • Overview of tools and new emerging tools (eg. green bonds)
  • Setting the preconditions (eg. credit rating)
  • Joint development

PUBLIC PRIVATE PARTNERSHIPS (PPPs)

  • Introduction to Public Private Partnership model
  • PPP policies and project selection strategies for key public transport projects
  • Project screening, feasibility, and structuring techniques for public transport sector projects
  • Establishment of right business model, different models used in public transport
  • Analysis of partners, risk sharing between partners
  • Project procurement, negotiation, and monitoring of PPP public transport projects
  • Case study analysis, best and worst practices, success factors

Manchester Site Visit
Visit to MediaCity to see the regeneration work undertaken linked to the tram development co-financed by the European Investment Bank (EIB).

Registration: 

Participation Fees

20% VAT excluded

Until 24/07/2017

After 24/07/2017

Member

1130 €

1510 €

Member « developing nations »*

830 €

1100 €

Non-member

1530 €

2040 €

Non-member « developing nations »*

1030 €

1380 €

Group UITP Member (4 or +)

1060 €

Group UITP Member (4 or +) « developing nations »*

780 €

Group UITP non Member (4 or +)

1430 €

Group UITP non Member (4 or +) « developing nations »*

955 €

* Participants from developing nations benefit from a special discount. Check here the list of eligible countries.

To register a group of 4 persons of more from the same organisation, please contact us: sunita.kelecom@uitp.org - Tel: +32 2 663 66 57

Participation fees include:

  • Training instruction
  • Lunches and coffee breaks
  • All training documents: binder including all presentations and supporting documents; access to all training material via UITP's electronic library Mobi+ (after the training)

Groups generally consist of 25 participants and are limited to 30 in order to increase the learning experience and interaction during the programme. Places allocated on a first-come, first-served basis.

Terms and Conditions

Please download our Terms and Conditions here.

Contact Person

Sunita Kelecom, Training Assistant, UITP Centre for Training, sunita.kelecom@uitp.org, Tel: +32-2-663 66 57

Practical information: 

Training venue

Manchester city centre - venue to be confirmed

Accommodation

Participants are responsible for making their own hotel reservation.

Hotels in the city centre

Park Inn by Radisson Manchester City Centre
Cheetham Hill road
Manchester M4 4EW (United Kingdom)
Tel: + 44 (161) 832 6565
https://www.parkinn.co.uk/hotel-manchester/

Abel Heywood Boutique Hotel
38 Turner Street
Manchester M4 1DZ (United Kingdom)
Tel: + 44 161 819 1441
https://www.booking.com/hotel/gb/abel-heywood-boutique

Holiday Inn Express Manchester CC - Oxford Road
2-4 Oxford Road
Manchester M1 5QA (United Kingdom)
Tel: +44 (8432) 083005
https://www.ihg.com/holidayinnexpress/hotels/gb/en/manchester/

Pendulum Hotel
Sackville Street
Manchester M1 3BB (United Kingdom)
Tel: +44 161 955 8000
https://www.pendulumhotel.co.uk

Speakers: 

Guido Bruggeman, Senior Transport Consultant, Public Transport Consultancy Services, Amsterdam, The Netherlands
Julian Ware, Senior Principal, Transport for London (TfL), United Kingdom
Simon Warburton, Transport Strategy Director, Transport for Greater Manchester (tfgm), United Kingdom
Nicola Kane, Head of Strategy, Transport for Greater Manchester (tfgm), United Kingdom
Ben Brisbane, Strategy Officer, Transport for Greater Manchester (tfgm), United Kingdom

 

Partners: 

This training programme is kindly hosted by Transport for Greater Manchester (tfgm)

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