Effective PPP Lifecycle Management: From Inception to Handback is the cornerstone of successful Public-Private Partnerships, ensuring that complex infrastructure and service delivery projects achieve their intended objectives, provide continuous value for money, and transition smoothly through every phase of their multi-decade lifespan. This comprehensive approach mandates meticulous planning, robust procurement, vigilant contract administration, and strategic foresight from the initial identification of a public need to the eventual transfer of the asset back to the public sector. This comprehensive training course is meticulously designed to equip public and private sector professionals with the advanced knowledge and practical skills required to navigate the intricate stages of the PPP lifecycle, enabling them to proactively manage risks, optimize performance, foster collaborative relationships, and ensure the long-term sustainability and success of these critical partnerships. Without a holistic understanding of PPP Lifecycle Management, projects risk significant delays, cost overruns, performance shortfalls, and contentious handback processes, underscoring the vital need for specialized expertise in this critical domain.

Duration: 10 Days

Target Audience

• Public Sector PPP Unit Members
• Government Project Managers and Contract Administrators
• Private Sector Project Directors and Managers
• PPP Financial and Legal Advisors
• Infrastructure Development Professionals
• Operations and Maintenance Managers
• Risk Managers in PPP projects
• Auditors and Oversight Body Personnel
• Professionals involved in infrastructure policy and planning
• Senior professionals seeking to enhance their PPP expertise

Objectives

• Understand the holistic framework of the PPP lifecycle and its interconnected stages.
• Learn about best practices for project identification and feasibility assessment in PPPs.
• Acquire skills in designing and managing robust PPP procurement processes.
• Comprehend techniques for effective contract negotiation and financial close.
• Explore strategies for proactive contract administration and performance monitoring.
• Understand the importance of risk management throughout the entire PPP lifecycle.
• Gain insights into managing variations, disputes, and renegotiations in long-term contracts.
• Develop a practical understanding of critical operational and maintenance phase challenges.
• Master handback planning and execution for smooth asset transfer.
• Acquire skills in utilizing key tools and methodologies for each lifecycle stage.
• Learn to apply value for money (VfM) principles across the project lifespan.
• Comprehend techniques for stakeholder engagement and communication at every stage.
• Explore strategies for ensuring long-term sustainability and resilience of PPP assets.
• Understand the importance of lessons learned and knowledge management from PPP experiences.
• Develop the ability to lead and manage complex PPP projects from inception to handback.

Course Content

Module 1: Overview of the PPP Lifecycle

• Introduction to the PPP lifecycle framework: stages and interdependencies.
• The strategic context for PPPs: policy, legal, and institutional frameworks.
• Key decision points and gates in the PPP process.
• Roles and responsibilities of public and private sector parties across the lifecycle.
• Global trends and evolving approaches to PPP lifecycle management.

Module 2: Project Identification and Prioritization

• Needs assessment and problem definition in the public sector.
• Screening criteria for PPP suitability: complexity, scale, value potential.
• Developing a robust PPP project pipeline.
• Strategic alignment with national development plans and sectoral priorities.
• Initial risk identification and high-level feasibility considerations.

Module 3: Project Preparation and Feasibility Studies

• Detailed feasibility analysis: technical, economic, financial, legal, environmental, social.
• Value for Money (VfM) assessment and Public Sector Comparator (PSC) development.
• Risk identification, assessment, and preliminary allocation.
• Developing the business case for a PPP project.
• Securing necessary approvals and stakeholder buy-in for project preparation.

Module 4: PPP Procurement Strategy and Planning

• Designing a competitive and transparent procurement process.
• Selection of appropriate procurement method (e.g., open, restricted, dialogue).
• Developing a clear procurement timeline and milestones.
• Market sounding and engaging with potential bidders.
• Pre-qualification/Expression of Interest (EOI) processes.

Module 5: Developing Request for Proposals (RFP) and Tender Documents

• Key components of comprehensive RFP documents.
• Drafting clear technical specifications and performance requirements.
• Financial and commercial terms for the PPP contract.
• Risk allocation matrix within the tender documents.
• Evaluation criteria and methodology for bid assessment.

Module 6: Bid Evaluation and Selection of Preferred Bidder

• Establishing an objective and independent bid evaluation committee.
• Technical evaluation: compliance, innovation, proposed solutions.
• Financial evaluation: affordability, value for money, financial robustness.
• Legal review of proposed contractual terms.
• Selection of the preferred bidder and notification process.

Module 7: Contract Negotiation and Financial Close

• Strategies for effective negotiation with the preferred bidder.
• Finalizing the PPP agreement and related project documents.
• Achieving financial close: securing all necessary financing.
• Conditions precedent and conditions subsequent to financial close.
• Managing the transition from procurement to implementation.

Module 8: Construction Phase Management

• Mobilization and project kick-off.
• Monitoring construction progress against schedule and budget.
• Quality assurance and quality control during construction.
• Managing variations, change orders, and delays.
• Health, safety, and environmental (HSE) compliance.

Module 9: Operations and Maintenance (O&M) Phase Management

• Performance monitoring against Key Performance Indicators (KPIs) and Service Level Agreements (SLAs).
• Payment mechanisms and deductions for underperformance.
• Lifecycle maintenance planning and asset preservation.
• Managing user interface and public complaints.
• Operational risk management and contingency planning.

Module 10: Contract Administration and Relationship Management

• Establishing effective contract administration structures and teams.
• Communication protocols and dispute avoidance mechanisms.
• Managing stakeholder relationships throughout the contract term.
• Contractual reporting requirements and compliance.
• Building a collaborative and trust-based partnership.

Module 11: Managing Variations, Disputes, and Renegotiations

• Processes for managing contractual variations and amendments.
• Common causes of disputes in PPPs.
• Formal and informal dispute resolution mechanisms (e.g., negotiation, mediation, arbitration).
• Principles of fair renegotiation and when it is appropriate.
• Lessons learned from complex contract management scenarios.

Module 12: Financial Management and Monitoring in O&M

• Monitoring financial performance of the private partner.
• Reviewing financial models and projections.
• Managing revenue streams and payment adjustments.
• Refinancing considerations and their impact on the public sector.
• Fiscal impact management and contingent liabilities.

Module 13: Handback Planning and Preparation

• Importance of early handback planning.
• Contractual provisions for handback requirements.
• Condition assessment and asset transfer protocols.
• Remedial works and rectification periods.
• Training public sector personnel for asset takeover.

Module 14: Handback Execution and Post-Handback Management

• The handback process: final inspections, certifications, transfer of ownership.
• Dispute resolution during handback.
• Lessons learned from the handback experience.
• Integrating the returned asset into public sector operations.
• Long-term asset management post-handback.

Module 15: Digital Tools, Data Analytics, and Future Trends in PPP Lifecycle Management

• Role of BIM/Digital Twins in PPP lifecycle management.
• Data analytics for performance monitoring and predictive insights.
• E-procurement platforms and digital contract management tools.
• AI and machine learning applications in PPPs.
• Emerging trends: sustainable PPPs, climate resilience, social PPPs, smart infrastructure.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 7 working days before commencement of the training.