Operational Task Force

Guidance

The OTF has published a comprehensive range of literature in support of its work.  A selection of these documents is provided below.

download pdf Download Operational Taskforce Note1: Benchmarking and Market Testing Guidance pdf
Operational Taskforce Note 1: Benchmarking and Market Testing Guidance
This guidance is designed to provide practical advice to contract managers and to encourage the systematic and effective use of these processes, in order to ensure the long-term value for money of soft service provisions in PFI contracts.
Please note that this guidance only applies to PFI projects in England. The Scottish Executive's Financial Partnerships Unit will soon be publishing guidance on benchmarking and market testing in PFI contracts in Scotland.

download pdf Download Operational Taskforce Note2: Project Transition Guidance pdf
Operational Taskforce Note 2: Project Transition Guidance
This guidance is designed to support public sector contract managers in managing the transition from the procurement phase of a PFI project to operation. It has been prepared by Partnerships UK, on behalf of the Operational Taskforce.

download pdf Download Operational Taskforce Note3: Variations Protocol for Operational Projects pdf
Operational Taskforce Note 3: Variations Protocol for Operational Projects (entered into prior to Standardisation of PFI Contracts version 4)
This protocol is to help public sector authorities with PFI contracts to put in place a voluntary protocol for managing variations during the operational phase of their PFI projects.

download pdf Download Operational Taskforce Note4: Contract Expiry Guidance
Operational Taskforce Note 4: Contract Expiry Guidance
This Guidance is designed to assist public sector Contract Managers in managing the transition from a PFI Contract to whatever new arrangement may be set up to succeed it.

download pdf Download Benchmarking and Market Testing Help Pack pdf
Benchmarking and Market Testing Help Pack
This document is intended as a source of support and guidance for public sector contracting authorities undertaking benchmarking and/or market testing exercises (known jointly as “value testing”). It is meant to supplement the “Operational Taskforce Note 1: Benchmarking and market testing guidance” published by HM Treasury in October 2006.

download pdf Download Refinancing Code of Conduct pdf
Refinancing Code of Conduct
This Code of Conduct sets out the basis upon which individual Authorities will approach the refinancing by private sector contractors of early PFI transactions. It is a voluntary Code to enable private sector contractors to share refinancing gain with the public sector on a consistent and equitable basis.

download pdf Investigating the performance of operational PFI contracts
Ipsos MORI report on operational PFI contracts
This report by Ipsos MORI, undertaken on behalf of HM Treasury in 2008, is a comprehensive review of the performance of PFI projects in their operational phase. It follows a similar survey conducted in 2005.

download pdf Download Report on Operational PFI Projects pdf
Report on Operational PFI Projects
This report by Partnerships UK, undertaken on behalf of HM Treasury in 2005, is a comprehensive review of the performance of PFI projects during their operational phase. The report covers a wide range of operational issues impacting on all projects from all sectors that were known to be operational at the end of March 2005.

visit site View Standardisation of PFI Contracts (SoPC) Version 4 web page
Standardisation of PFI Contracts (SoPC) Version 4
This version of standard wording and guidance is to be used by public sector bodies when drafting PFI contracts. It Supersedes Version 3, issued in April 2004 and includes amendments outlined in the SoPC3 Addendum and insurance guidance, both published in December 2005.

download pdf HMT PFI guidance: SOPC 4 addendum - revised refinancing arrangements - covering letter pdf

download pdf HMT PFI guidance: SOPC 4 addendum - revised refinancing arrangements pdf


For further information contact (020) 7273 8356 or email operationaltaskforce@partnershipsuk.org.uk.