Publications and Guidance
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. Click here to view the document.
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. Click here to view the document.
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.
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. Click here to view the document
Standardisation of PFI Contracts (SoPC) Version 4 (March 2007)
This version of standard wording and guidance is to be used by public sector bodies when drafting PFI contracts. It supercedes Version 3, issued in April 2004 and includes amendments outlined in the SoPC3 Addendum and insurance guidance, both published in December 2005.Click here to view the document
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. Click here to view the document
Report on Operational PFI Projects - 22 March 2006
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. Click here to view the document
4ps Contract Management Guide
This guide by 4ps provides local authorities and their partners and stakeholders with a reference to key components needed for successful contract management before and during the life of a PFI/PPP project. Click here to view the document