PPP Project Structuring and Risk Management Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends PPP Unit Managers, Public Procurement Officials and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-PIF-011

Before you join: Participants should have working familiarity with public procurement, infrastructure projects, public finance, project finance, contract administration or service delivery.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Public-private partnership projects fail or become unaffordable when public authorities proceed with weak demand evidence, unclear service requirements, poorly allocated risks, or contracts that cannot be monitored after financial close. Sponsors and procuring authorities must reconcile public-service objectives with bankability, affordability, fiscal control and credible long-term performance obligations. This requires more than selecting a procurement route: it requires a disciplined project preparation, appraisal, transaction and contract-management process.

This course develops the practical skills needed to structure PPP projects from initial screening through procurement, financial close and operational oversight. Participants examine PPP policy frameworks, project screening, affordability assessment, value-for-money analysis, output specifications, risk identification, risk allocation, financial modelling, payment mechanisms, lender requirements and contract management. They learn how to prepare a risk register, develop a risk allocation matrix, assess fiscal commitments, shape a bankable revenue model and manage key contractual events such as variations, claims, refinancing and handback.

Teaching combines short technical briefings with infrastructure cases, facilitated group analysis, procurement simulations and structured review of project documents. Cases reflect common PPP applications including roads, hospitals, schools, water treatment, municipal services and social infrastructure. Participants leave with a PPP project structuring pack containing reusable templates for project screening, risk allocation, affordability review, payment mechanisms and contract-management planning. The course suits professionals who contribute to public infrastructure procurement, project finance, concession management or investment decisions and need a common working language across legal, financial, technical and policy teams.

What you will be able to do

  • Screen proposed infrastructure projects using PPP suitability and public-sector comparator criteria
  • Construct a project risk register and risk allocation matrix for PPP transactions
  • Assess affordability, value for money and contingent fiscal commitments using structured appraisal methods
  • Draft output-based service requirements, performance indicators and payment-mechanism components
  • Interpret PPP financial models, debt-service metrics and lender bankability requirements
  • Select procurement and bid-evaluation methods consistent with project risk and market conditions
  • Manage contract variations, claims, refinancing proposals and performance-default processes
  • Prepare a PPP project structuring plan with governance, approvals and transaction milestones

Benefits of attending

For you

  • Assess whether a proposed project is suitable for PPP procurement
  • Contribute credibly to negotiations with advisers, bidders and lenders
  • Identify fiscal risks before commitments enter long-term public budgets
  • Review payment mechanisms and performance deductions with greater confidence
  • Build a reusable approach for managing PPP contracts after award

For your organisation

  • Improves early identification of unsuitable or unaffordable PPP proposals
  • Produces clearer risk allocation before procurement documents reach the market
  • Reduces avoidable fiscal exposure from guarantees, termination payments and revenue support
  • Strengthens bid evaluation through consistent financial and contractual criteria
  • Supports better service performance through planned post-award contract management

Course modules

10 modules over 5 days

Participants can determine whether an infrastructure proposal meets the conditions for PPP delivery.

  • PPP delivery models: concession, availability-payment, lease, management and joint venture
  • Public-service objectives translated into measurable project outcomes and service boundaries
  • Project screening against technical complexity, lifecycle needs and revenue potential
  • PPP Reference Guide decision criteria for public or private delivery
  • Stakeholder mapping identifies approving authorities, users, regulators, lenders and operators
  • Pre-feasibility evidence: demand, site readiness, permits and preliminary cost estimates

Participants can organise the evidence, approvals and governance needed before a PPP transaction.

  • Feasibility workstreams integrate technical, legal, environmental, social and financial evidence
  • Project governance structures define decision rights, escalation routes and approval gates
  • Business case components connect needs, options, costs, benefits and delivery strategy
  • Demand forecasting methods distinguish user demand, willingness to pay and elasticities
  • Technical due diligence tests site conditions, reference design and lifecycle assumptions
  • Environmental and social assessments address resettlement, safeguards and consultation requirements

Participants can identify material PPP risks and allocate them to the party best able to manage them.

  • Risk breakdown structure separates development, construction, operations, finance and political risks
  • Risk register records causes, consequences, owners, controls and residual exposure
  • Probability-impact scoring prioritises risks requiring commercial or contractual treatment
  • Allocate risk to the party controlling likelihood and financial consequences
  • Construction risks include land acquisition, design errors, interfaces and completion delays
  • Demand, foreign-exchange, inflation and force-majeure risks require tailored allocation
  • Risk allocation matrix links each risk to mitigation, compensation and contract clauses

Participants can evaluate PPP affordability and identify the main fiscal exposures for government.

  • Public sector comparator estimates whole-life costs under conventional public delivery
  • Value-for-money analysis compares risk-adjusted costs, service quality and delivery certainty
  • Discount rates reflect government guidance, risk treatment and appraisal conventions
  • Affordability testing matches annual payment obligations against confirmed budget ceilings
  • Contingent liabilities include guarantees, minimum-revenue support and termination compensation
  • Fiscal commitment registers track direct obligations, contingent exposures and approval limits
  • Sensitivity analysis tests demand, inflation, exchange-rate and refinancing assumptions

Participants can select revenue and payment structures aligned with project risks and public objectives.

  • User-pay models allocate demand risk through tariffs, tolls and collection arrangements
  • Availability payments link public payments to asset readiness and service performance
  • Hybrid revenues combine user charges, subsidies, viability-gap funding and guarantees
  • Tariff-setting rules address affordability, indexation, adjustments and regulatory approvals
  • Revenue waterfall prioritises operating costs, debt service, reserves and distributions
  • Payment timing aligns milestone payments, operating charges and lifecycle replacement needs
  • Termination payment principles distinguish default, force majeure and voluntary termination

Participants can interpret core project-finance terms and assess whether a PPP structure is financeable.

  • Special-purpose vehicle roles separate project assets, contracts, shareholders and financing
  • Sources-and-uses schedules reconcile capital costs, financing fees and contingency funding
  • Debt service coverage ratio measures cash available against scheduled debt payments
  • Financial model assumptions cover construction timing, operating costs, taxes and indexation
  • Lender due diligence reviews contracts, permits, technical reports and insurance
  • Direct agreements establish lender step-in rights and cure-period arrangements
  • Bankability gaps arise from unallocated risks, weak remedies and uncertain revenues

Participants can define service requirements and performance incentives without prescribing unnecessary delivery methods.

  • Output specifications define required service levels rather than construction inputs
  • Key performance indicators measure availability, quality, safety, response and user satisfaction
  • Service-level baselines establish measurable acceptance standards before operations commence
  • Payment deductions apply proportionate consequences for unavailability and performance failure
  • Rectification periods distinguish recoverable defects from persistent service failures
  • Independent engineer responsibilities cover certification, testing, inspections and dispute evidence
  • Lifecycle requirements schedule major maintenance, asset renewal and handback condition

Participants can plan a competitive procurement process and evaluate bids against published criteria.

  • Procurement options compare open tender, prequalification, dialogue and negotiated procedures
  • Market sounding tests bidder appetite, financing capacity and proposed risk boundaries
  • Request for qualifications assesses relevant experience, financial capacity and key personnel
  • Request for proposals packages draft contract, output specifications and evaluation methodology
  • Bid evaluation criteria balance technical quality, price, financing and implementation certainty
  • Clarification protocols preserve equal treatment, confidentiality and auditable decision records
  • Best-and-final offer procedures manage late-stage commercial and technical improvements

Participants can administer PPP obligations and manage contract changes throughout the operating term.

  • Contract management plan assigns monitoring duties, reporting cycles and escalation thresholds
  • Performance dashboards track availability, deductions, incidents, compliance and corrective actions
  • Variation procedures assess scope, cost, time, risk transfer and approval authority
  • Claims management preserves notices, contemporaneous records and contractual time bars
  • Refinancing provisions determine approval rights, gain sharing and disclosure requirements
  • Dispute resolution clauses sequence negotiation, expert determination, mediation and arbitration
  • Handback planning verifies asset condition, records, residual life and transfer readiness

Participants can assemble a practical structuring plan for a proposed or active PPP project.

  • Transaction timetable sequences feasibility, approvals, procurement, negotiation and financial close
  • Adviser management defines scopes, deliverables, quality checks and conflict controls
  • Decision log records assumptions, approvals, risk decisions and responsible owners
  • Project structuring pack combines risk matrix, affordability review and payment design
  • Negotiation priorities distinguish non-negotiable public protections from tradable commercial positions
  • Implementation plan assigns next actions, evidence requirements and stakeholder engagement dates

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. PPP suitability screening checklist
  2. PPP risk register template
  3. Risk allocation matrix
  4. Affordability and fiscal exposure worksheet
  5. Output specification and payment mechanism template
  6. PPP contract management plan

Who should attend

  • PPP Unit Managers — structure and govern project preparation and transaction decisions
  • Public Procurement Officials — procure complex infrastructure contracts with defensible risk allocation
  • Infrastructure Project Managers — translate service needs into measurable contractual requirements
  • Public Finance Officials — assess affordability, fiscal exposure and budget commitments
  • Investment and Credit Analysts — evaluate cash flows, bankability and project risks
  • Concession and Contract Managers — monitor private partner performance after financial close

Skills and tools covered

PPP project screeningRisk allocation analysisAffordability assessmentPayment mechanism designFinancial model reviewContract management

Tools and standards

PPP Reference Guide, Public Sector Comparator, ISO 31000, FIDIC Conditions of Contract

How the course runs

Training methodology

The course uses short instructor briefings to introduce PPP structuring methods, followed by case-based analysis of infrastructure transactions. Participants work in groups to review project risks, compare allocation options, test affordability assumptions and assess bidder proposals. Simulations address negotiation of risk clauses, payment deductions and contract changes. Financial-model extracts and sample procurement documents are reviewed with instructor guidance. Each participant develops an application plan for a current or anticipated PPP project, identifying decisions, evidence and stakeholders required.

Requirements and prerequisites

Participants should have working familiarity with public procurement, infrastructure projects, public finance, project finance, contract administration or service delivery. They should be comfortable reading budgets, project documents and basic financial statements. Prior involvement in a PPP is helpful but not essential. The course assumes participants can discuss project risks and commercial trade-offs with technical, legal and financial colleagues. Advanced financial modelling, legal drafting expertise and prior knowledge of a specific national PPP law are not required. Course examples explain the necessary terminology before applying it.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants need familiarity with infrastructure projects, procurement, public finance or contract administration. Advanced financial modelling and legal drafting are not required; the course explains the project-finance and contractual terms used.

Bring a laptop if possible and, where permitted, a non-confidential project summary, risk register or procurement document. Course materials and templates are provided.

It is designed for public officials, infrastructure project teams, procurement specialists, public finance staff, investors and contract managers. It is particularly useful for professionals working across technical, financial and legal disciplines.

Project finance courses concentrate on financing structures and financial analysis, while procurement courses focus on procedure and compliance. This course connects project preparation, risk allocation, affordability, commercial structure, procurement and post-award contract management.

Participants can use the screening checklist, risk matrix, fiscal exposure worksheet and contract-management plan on live projects. These tools support internal reviews, adviser discussions, procurement preparation and performance monitoring.

Each day runs from 08:30 to 16:30 and provides about 6.5 contact hours. The five days progress from PPP screening and appraisal through risk, finance, procurement and contract management, using ten teaching modules.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.