Source HM Treasury www.hm-treasury.gov.uk

Treasury
Standardisation of PFI Contracts version 3 April 2004
Draft Value for Money Appraisal Guidlines.
Credit Guarantee Finance Scheme Technical Note 1

Office of Government Commerce Publications
PFI: Meeting the Investment Challenge
Amendments to the Standardisation of PFI Contracts
Standardisation of PFI contracts-Outstanding Issues.
Advice to Government Departments: Opinion Letters
Guidance for Government Departments: Refining of PFI projects
Insurance Costs for PPP/PFI Transactions
Guidance Notes: Calculation of the Authority's Share of a financing gain
Guidance Note: Certain financing issues in PFI Contracts

Valid HM Treasury Taskforce Information
A Step-by-Step Guide to the PFI
Writing an output specification
Standardisation of PFI Contracts (summary)
Private Skills in Public Service (CBI)
Partnership for Prosperity
Government Construction Procurement Guidance
Case Studies
Colfox School
OSIRIS
TAFMIS
DBFO road contracts
IND
Ferryfield House
DCMF Prisons
IT Partnership
Medium Support Helicopter Aircrew Training
FacilityLewisham Extension to Docklands Light Railway
Lowdham Grange Prison Services
 

Technical Notes:

1. How to Account for PFI Transactions.
2. How to follow EC Procurement Procedure and Advertise in the OJEC.
3. How to appoint and manage advisers.
4. How to appoint and work with a Preferred Bidder.
5. How to construct a Public Sector Comparator.
6. How to manage the delivery of Long Term PFI contracts.
7. How to achieve design quality in PFI projects.

Policy Statements:

1. PFI and Public Expenditure allocations.
2. Public Sector Comparators and Value for Money.
3. PFI and Public Expenditure allocations for Non-Departmental Public Bodies.
4. Disclosure of Information and consultation with staff and other interested parties.
5. Provision of Information for Parliament.

Source Cabinet Office ISDN 0-11-630964-4
online www.cabinet-office.gov.uk
Market Testing and Contracting out:
Better Quality Services: A Handbook on creating public/private partnerships through market testing and contracting out

Source Partnership UK www.partnershipsuk.org.uk
Implementing Baker: Developing the bridge between Public Sector science and the market.
Guidance note for Public Sector Bodies forming Joint Venture Companies with the Private Sector.

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Sector Guidance PPP/PFI
NHS: Source www.dh.gov.uk
Revision to PFI Guidance- Fair Treatment of Staff and observing TUPE
Amendment to version 2 of Land and Buildings in PFI schemes
Amended Standard Preliminary Invitation to Negotiate version 2
Briefing note on Tax treatment for construction costs of NHS PFI schemes
Public Private Partnership in the National Health Service
The Design Development Protocol for PFI Schemes
Modernising Primary Care in the NHS - NHS Local Improvement Finance Trust Generic Economic Model
Improving PFI Procurement
New Standard Preliminary Invitation to Negotiate
New Standard Pre-Qualification Questionnaire
New Standard Payment Mechanism
New Standard Output Specifications
Standard Contract (version 3)
Land and Buildings in PFI Schemes
Learning Lessons from Post-Project Evaluation: Good Practice Guide
Tax treatment for Construction Costs of NHS PFI schemes

MOD: Source www.mod.uk
PFI Guidelines for the Ministry of Defence

Hefce: Source www.hefce.ac.uk specific www.hefce.ac.uk/finance/PFU/guidance.htm
Practical Guide
Case Studies
Circular Letters

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DTLR: Source www.odpm.gov.uk
Step by Step Guide to Housing PFI

Local Authorities: Source www.4ps.co.uk

4ps Case Study:

• Brent Street Lighting
• Dorset Police Authority (Western Division) PFI Project
• Harrow- A Private Finance Initiative (PFI) Procurement for a Document Image Processing and Workflow Service
• Kirklees Integrated Waste Management
• Lambeth - Guide to joint venture procurement under the EU negotiated procedure
• Lincolnshire County Council - The Alternative Service Delivery Project
• Liverpool City Council / BT Joint Venture
• Social Services Case Studies
• Derby Non- HRA Housing case study
• Pocket Case Studies of 5 school projects
• Soft Market Testing and Stoke Bentilee case study.

4ps Guidance

• Achieving Quality in Local Authority Building Projects
• Bidding guidance for LEA's
• Calculating PFI Credit and Revenue Support
• Consultation on the Draft Waste Management PFI Procurement Pack
• Draft Education Procurement pack
• Employee Consultation and Disclosure of Information
• Guide to the Local Government (Contracts) Act
• Housing Guidance update Final version
• Hosing Toolkit
• Leisure procurement pack
• Options Appraisal and the Outline Business Case
• Output Specifications for PFI Projects
• Payment Mechanisms for Local Authority PFI Schemes - Housing
• Payment Mechanisms for Local Authority PFI Schemes - Schools
• Payment Mechanisms for Local Authority PFI Schemes - Transport
• PFI and Social Housing
• Revised Street Lighting Procurement Pack
• Standardistion of Local Authority PFI Contracts
• Standardisation of PFI in HRA Housing Contracts
• The final business case

Standard Procurement Local Authorities

Source: www.publications.parliament.uk
The Local Authorities (Capital Finance and Accounting) Regulations 2003


Standard Procurement Other

Source: www.asb.org.uk
Accounting for Leases and Hire Purchase Agreements SSAP21
Reporting the substance of Transactions. "Off Balance Sheet Finance" FRS5
ASB/G4+1 Project: A position paper focused on recognising an asset value equal to the discounted minimum payments.

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