REVIEW ON IMPLICATIONS OF PRIVATE-PUBLIC PARTNERSHIPS ON THE DEVELOPMENT OF U...
FINAL PDF UTI
1. May 27–28, 2015 | Hyatt Regency | Toronto
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The Canadian Institute’s
Drive efficiencies, mitigate risk and invest intelligently in your transit infrastructure project
Delivering Urban
Transit Infrastructure
Supported by:
Presented by:
Industry Partners:
• Participate in a panel discussion on the most cost-effective way to deliver an
urban transit infrastructure project – PPP Canada, Infrastructure Ontario,
Metrolinx, Marsh Canada, McMillan and Deloitte will lead the debate
• Explore the challenges, failures, successes and results of the Union Pearson
Express with the Project Co.
• Find out how financing comes together directly from the key players: BMO, TD,
Plenary Group, Kiewit, DIF and Torys
• Engage in a critical assessment of front-end structuring and risk allocation with
AECON and BLG’s regional leader of International Construction Projects
• Take away techniques to reduce disruptions caused by transit infrastructure
development in congested urban areas from the City of Toronto’s Major
Capital Infrastructure Coordination Director
• Discuss how to protect your project from risk in underground work when faced
with third party utilities, pipeline and railway, with Infrastructure Ontario
• Take a 360 degree look at setting up operations and maintenance for long term
success with The Stewart Group
• Delve into the impact of procurement on innovation from the perspectives of
the sub-contractor and prime-contractor – Siemens Canada, SNC-Lavalin and
McMillan will lead the discussion
• Get hands-on advice for structuring and financing urban transit P3’s at
interactive pre-conference workshops – see details inside
2. John McBride
CEO
PPP Canada
Mark Romoff
President and CEO
The Canadian Council
for Public-Private
Partnerships
Mark W.S. Bain
Partner and
Head of PPP Group
Torys LLP
Derrick M. Toigo,
P. Eng
SVP, Major Projects
Infrastructure Ontario
Rob Pattison
SVP Eglinton LRT
Infrastructure Ontario
Christopher Gauer,
P. Eng. AVS
SVP, Major Projects
Infrastructure Ontario
Frank J. Panacci,
M.A.A.T.O., PMP
SVP, SPM,
Major Projects
Infrastructure Ontario
Garnet Greatrix,
P. Eng.
Manager, Civil
Infrastructure, Railway
Corridor Infrastructure
GO, a Division of
Metrolinx
Major transportation infrastructure investment has been identified by municipalities, provinces and the federal government as a
significant need across Canada. These transit projects are very large scale, long term, they often cross multiple jurisdictions, face
complex environmental issues, are multi-party (involving multiple layers of public and private parties), and they involve billions of
dollars of investment. Different models of P3’s are being considered as a way to protect taxpayers from the risks of these mega-
projects.
The Canadian Institute’s Delivering Urban Transit Infrastructure is the first opportunity for the Canadian transit industry’s
leading lawyers, construction and engineering firms, lenders, consultants, government agencies and cities to gather in one room,
focus on what is happening across the country and discuss the issues that are shaping the transit industry’s future.
The conference will provide an unparalleled opportunity for public and private sectors to gather, share information, expertise and
case-studies, to help create market efficiencies and continued growth.
DISTINGUISHED FACULTY:
CO-CHAIRS:
Robert Shouldice
Partner & Chair of BLG’s National Council
BLG
Larry Blain
(Former Chair/CEO of Partnerships BC)
Senior Director, Global Infrastructure Advisory
KPMG
Register at 1-877-927-7936 (416-927-7936) or www.CanadianInstitute.com/UrbanTransit @CI_Business #CITransit
Steve Cripps
Director, Rail
Implementation Office
City of Ottawa
Michael Sutherland
Director
Economic Analysis &
Investment Strategy
Metrolinx
Jeffrey Climans
Director, Major
Capital Infrastructure
Coordination Office
City of Toronto
Michael W. Roschlau
President and Chief
Executive Officer
Canadian Urban
Transit Association
Martin Stickland
SVP
Plenary Group
James Bennett
SVP P3 Development
Kiewit Development
Company
Charles Halasz
Director,
Transportation
Siemens Canada Ltd.
Paul Huebener
Head of DIF Americas
DIF
Laith Qamheiah
Managing Director
BMO Capital Markets
Robert Azzam
Associate Vice President,
Project Finance &
Infrastructure
TD Bank Group
Gerry Russ
Managing Director
Marsh Canada Ltd.
Timothy J. Murphy
Co-Chair, Aboriginal,
Government Relations,
Project Finance,
Infrastructure and
Energy
McMillan LLP
Brendan Bowles
Managing Partner
Glaholt LLP
Sharon Vogel
Partner & Regional
Leader of the
International
Construction Projects
Group
BLG
George Hazel
Director
George Hazel
Consultancy – UK
Mark E. Briggs
Director
Development Finance
Parsons Brinckerhoff
– USA
Lecia Stewart
President
The Stewart Group
Philippe Raymond,
P.Eng., MBA, CFA
Senior Director
Global Infrastructure
Advisory
KPMG
Ron J. Aitken
Vice-President, Pre
Construction Services &
Urban Transit Systems
SNC-Lavalin Inc.
Yonni Fushman
Vice President &
Assistant General
Counsel
Aecon Group Inc.
Donald C. Fairbairn
(Former CFO of Canada
Line Inc. & Advisor to
Partnerships BC)
Principal
DFC Consulting Ltd.
Charles Todd
Commercial Director,
Strategic Projects
AECON
Gianni Ciufo
Partner and National
Leader, Infrastructure
Advisory and Project
Finance
Deloitte
3. 9:00 am – 12:00 pm (Registration opens at 8:30 am)
A Urban Transit P3’s 101: Structuring the
Deal and Managing Risk
This workshop will be lead by PPP Canada.
The use of P3’s in urban transit are relatively new and
pose unique and complex challenges as opposed to social
infrastructure projects such as hospitals. These projects are
very large scale, long term, often cross multiple jurisdictions
and face complex environmental issues. As a result, they are
multi-party (involving multiple layers of public and private
parties), and involve billions of dollars of investment.
This workshop will provide attendees with an overview of P3
structuring in Canada within the existing federal, provincial,
regional and municipal regulatory frameworks. It will include
an in-depth analysis of project delivery methods and the
contractual allocation of risk.
8:00 Registration Opens and Refreshments
are Served
9:00 Opening Remarks from Co-Chairs
Robert R. Shouldice
Partner & Chair of BLG’s National Council
Borden Ladner Gervais
Larry Blain
(Former Chair/CEO of Partnerships BC)
Senior Director, Global Infrastructure Advisory
KPMG
9:15 Opening Address: Urban Transit
Infrastructure Needs and Trends –
A National Portrait
Michael W. Roschlau
President and Chief Executive Officer
Canadian Urban Transit Association
Every two years, the Canadian Urban Transit Association
(CUTA) publishes a transit infrastructure needs report,
which outlines capital infrastructure requirements and
plans for the next five years. This presentation provides an
overview of the latest report, including recent funding and
investments trends and an overview of major urban rail
projects across the country.
1:00 pm – 4:00 pm (Registration opens at 12:30 pm)
B Intro to Financing an Urban Transit P3
Explore how financing comes together with government
supported programs and initiatives, private financing
procurement and public procurement. Gain insight on
financing structures and review the following topics: volume
risk, rolling stock, shadow fares, capital grants, minimum
revenue guarantees, availability payments, progress
payments or milestone completion payments and how
lenders deal with the money that is arriving.
A light lunch will be served to those attending Workshops
A & B.
Interactive Workshops
Tuesday, May 26, 2015
9:45 Front-End Structuring and Risk Allocation
Moderator:
Robert R. Shouldice
Partner & Chair of BLG’s National Council
Borden Ladner Gervais
Panel:
Sharon Vogel
Partner & Regional Leader of the International
Construction Projects Group
Borden Ladner Gervais
Charles Todd
Commercial Director, Strategic Projects
AECON
• Understand the competing interests between different
project delivery methods
• Allocating risk contractually and practically between all
parties
• Draft proactive contracts: anticipate grounds
for dispute and mitigate litigation risk
• Trends in consortium agreement terms and conditions
• Incorporation of the Prime Contract into subcontracts
and the effect on subcontractor rights
• Back to back contracts: understand the price of pushing
risk down the chain to subcontractors
• Explore whether integrating subcontractors early
in the process can help mitigate risk and lower costs
Main Conference Day 1
Wednesday, May 27, 2015
Register at 1-877-927-7936 (416-927-7936) or www.CanadianInstitute.com/UrbanTransit @CI_Business #CITransit
4. 10:30 Networking Refreshment Break
10:45 Inside Project Co: Lessons Learned
and Applied from the Canada Line
Moderator:
Philippe Raymond, P.Eng., MBA, CFA
Senior Director
Global Infrastructure Advisory
KPMG
Panel:
Donald C. Fairbairn
(Former CFO of Canada Line Inc.
& Advisor to Partnerships BC)
Principal
DFC Consulting Ltd.
Steve Cripps
Director, Rail Implementation Office
City of Ottawa
This panel will explain how the overall process was
developed, challenges, failures, successes and results.
11:30 Access More Funding for Your Transit
Project: Tax Increment Financing
Mark E. Briggs – USA (Keynote Speaker)
Director, Development Finance
Parsons Brinckerhoff
• Tax increment approaches
• Corridor structures to maximize the benefits
• TIF Districts with coterminous assessment districts
• The broader view of urban development with transit
• Capital or operations and maintenance funding
• Negotiations between the transit agencies and taxing
entities
12:15 Networking Luncheon for Delegates
and Speakers
Luncheon Address: Access More Funding
for Your Transit Project: Land Value
Capture Methods
George Hazel – UK (Keynote Speaker)
Director
George Hazel Consultancy
• What is Land Value Capture (LVC) and when
and where does LVC work?
• Highlights of successful LVC methods including projects like:
Edinburgh Rail Ltd; Oerstadt, Copenhagen; and, Hong Kong
Mass Transit Railway Company
• Outlining the benefits that LVC can bring to the GTA and
Canada
• Discover the challenges and successful methods used to
help deliver high quality transit for people and business
across the region
• What needs to happen in the GTA to deliver LVC?
• What are the challenges to the implementation of LVC?
• LVC implementation plan for the GTA
1:30 Procurement Related Structuring
& the Impact on Innovation
Timothy J. Murphy
Co-Chair
McMillan LLP
Ron J. Aitken
Vice-President
Pre Construction Services & Urban Transit Systems
SNC-Lavalin Inc.
Charles Halasz
Director, Transportation
Siemens Canada Ltd.
• Know when projects are ripe enough to initiate
procurement
• Identify what information is required to be shared or
otherwise should be shared about qualification and
proposal evaluations in debriefing sessions
• Discuss whether the standardization of documents helps
or hinders the procurement process
• Assess how risk allocation impacts the procurement
process
• Gain insight on change clauses and how change they
work when there is a major change in the technology or
services being delivered
• Identify the full impact of proposed changes in
technology throughout the contract chain prior to
approval, from supply of materials, to increased work,
delays and labour issues
• Optimize a change order mechanism to anticipate risks,
minimize delay and avoid conflicts
• Know when to act on a change of technology
• Understand the complexities surrounding vehicle
procurement in a ‘not a one size fits all’ industry
• Explore how procurement impacts innovation and
discuss ways to improve sustainability and energy
efficiencies
• Assess whether reduced innovation increases project
costs
2:15 Networking Refreshment Break
2:30 Setting Up Operations and Maintenance
for Long Term Success: A Panel
Discussion that Takes a 360 Degree Look
at this Emerging Requirement in Transit
P3 Projects
Lecia Stewart
President
The Stewart Group
Register at 1-877-927-7936 (416-927-7936) or www.CanadianInstitute.com/UrbanTransit @CI_Business #CITransit
5. Advisors, Owners and Proponents all have strong views on
the key ingredients for successful delivery of a transit service.
Canada has only one transit line built and operated as a P3,
the Canada Line in Vancouver, and this is just barely 5 years
old. But with O&M contracts stretching to 30 year terms,
there is still limited long term evidence that risk allocation,
performance measures or owner’s oversight are doing what
we need and expected them to do. In this session, we’ll
gather specialists from owners, advisors and proponents to
conduct an interactive session with the audience of what
they know, what they think, what’s working, and what’s not.
The session will examine the following areas:
• The complexity of Operations & Maintenance in North
America
• Assessing and pricing risk over a fixed term
• Aligning interests: A discussion on Public sector vs.
Private sector O&M interests
• Assessing the degree of oversight required during
Operations & Maintenance
• Evaluating the optimal time required for project
owners and private sector to mobilize for Operations &
Maintenance
• Evaluating the effects of free issuing
• Does it make sense to separate Operations from
Maintenance?
• Appropriate element of risk to be transferred to
proponents
• Embedding customer service as a priority in P3 projects
3:15 Value for Money: Which P3’s are the Most
Cost-Effective Way to Deliver an Urban
Transit Infrastructure Project?
Moderator:
Gianni Ciufo
Partner and National Leader
Infrastructure Advisory and Project Finance
Deloitte
Panel:
Rob Pattison
SVP Eglinton LRT
Infrastructure Ontario
Timothy John Murphy
Co-Chair
McMillan
Gerry Russ
Managing Director
Marsh Canada
Michael Sutherland
Director
Economic Analysis & Investment Strategy
Metrolinx
John McBride
CEO
PPP Canada
Major transportation infrastructure investment has been
identified by municipalities, provinces and the federal
government as a significant need across Canada. Different
models of P3s are already being considered as a way to
protect taxpayers from the significant risks of such mega-
projects. How do different P3 models allocate risk, harness
innovation and add value? Can the private sector keep up?
The panel will delve into how effective the P3 bid process
is in creating value for money. Panelists will also discuss
what should be changed in the Canadian urban transit P3
market, whether suggested changes are possible and what
lies ahead.
4:45 Day 1 Closing Remarks from Co-Chairs,
Conference Adjourns
8:30 Refreshments are Served
9:00 Opening Remarks from Co-Chairs
9:15 Latest Trends in Perception of P3’s
in Canada
Mark Romoff
President and CEO
The Canadian Council for Public-Private
Partnerships
9:45 Financing & Funding Urban Transit P3’s
Moderator:
Mark W.S. Bain
Partner and Head of PPP Group
Torys LLP
Panel:
Laith Qamheiah
Managing Director
BMO Capital Markets
Robert Azzam
Associate Vice President
Project Finance & Infrastructure
TD Bank Group
Martin Stickland
SVP
Plenary Group
James Bennett
SVP P3 Development
Kiewit Development Company
Main Conference Day 2
Thursday, May 28, 2015
Register at 1-877-927-7936 (416-927-7936) or www.CanadianInstitute.com/UrbanTransit @CI_Business #CITransit
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Who You Will Meet
Delivering Urban Transit Infrastructure will bring together public and private sectors in an
unparalleled opportunity to discuss critical issues, network and share expertise with:
• CEO’s, Presidents, SVP’s, VP’s, Managing Directors, Directors and Project Manager’s from
government agencies, transit authorities, cities, construction and engineering firms,
insurance providers and lenders.
• Partners, regional leaders and national leaders from leading law firms and consulting firms.
Supported by:
Established in 1993, CCPPP is a national not-for-profit
non-partisan, member-based organization with broad
representation from across the public and private sectors.
Its mission is to promote innovative approaches to
infrastructure development and service delivery through
public-private partnerships with all levels of government.
www.pppcouncil.ca
8. The Canadian Institute’s
Drive efficiencies, mitigate risk and invest intelligently in your transit infrastructure project
Delivering Urban
Transit Infrastructure
May 27–28, 2015 | Hyatt Regency | Toronto
May 27–28, 2015 | Hyatt Regency | Toronto
Top Reasons to Attend
LEARN FROM AND NETWORK with Canadian
and international transit leaders
DISCUSS the smartest way to structure future
investments in urban transit infrastructure
DISCOVER how to access more funding for your transit
project
FIND OUT how procurement impacts innovation
in your transit project
GAIN INSIGHT on critical financing challenges specific
to urban transit
3454142
ATTENTION MAILROOM: If undeliverable to addressee, please forward to:
SVP/Director of Rail; Transportation, Major Projects, Infrastructure, P3 Development, Development Finance
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UrbanTransit
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The Canadian Institute’s
Drive efficiencies, mitigate risk and invest intelligently in your transit infrastructure project
Delivering Urban
Transit Infrastructure
Participating Companies, Cities
And Government Agencies:
Infrastructure Ontario
Metrolinx
GO, a Division of Metrolinx
City of Ottawa
City of Toronto
Plenary Group
Parsons Brinckerhoff
SNC-Lavalin Inc.
Siemens Canada Ltd.
Kiewit
AECON
BMO Capital Markets
TD Bank Group
DIF
KPMG
The Stewart Group
Marsh Canada
George Hazel Consultancy
DFC Consulting Ltd.
Deloitte
BLG
Torys
McMillan LLP
PPP Canada
The Canadian Council for
Public-Private Partnerships
294D15.INH
