Guidance

A selection of guidance on a variety of topics is provided below.

Base Guidance

• HMT PFI Guidance: Standardisation of PFI Contracts Version 4 (SoPC4).
• HMT PFI Guidance: Standardisation of PFI Contracts Version 3 (SoPC3).
• HMT PFI Guidance: Change Protocol Principles.
• HMT PFI Guidance: SoPC4 Drafting Pack for Updating Contracts.
• HMT PFI Guidance: Value for Money Assessment Guidance.
• Application Note - PPP Projects in Current Market Conditions 28 August 2009
• Please see HMT website for additional guidance available on various PFI financial matters

Defence

• The MoD Private Finance Initiative Project Agreement.

Education

• School Standard Form PFI Contracts.

Housing

• Housing (HRA) Model Contract.

ICT

• OGC's ICT Model Contract and Guidance.

Waste

• Waste Infrastructure Delivery Programme Residual Waste Treatment Contract – Consultation Draft June 2009.
• Waste Infrastructure Delivery Programme Procurement Pack.
• Waste Infrastructure Delivery Programme guidance documents.

Local Authorities

• Local Partnerships Fire & Rescue & Police Service Guidance.
• Local Partnerships Local Authority Change Protocol.
• Local Partnerships Social Care Guidance.
• Local Partnerships Streetlighting Procurement Pack and Model Contract.
• Local Partnerships Local Government Supplement to SoPC3.
• Local Partnerships Joint Services Guidance.
• Defra Standardisation of Waste Management PFI Contracts: Guidance on SoPC Derogations.

Operational Task Force (OTF)

• Investigating the performance of operational PFI contracts.
• Operational Taskforce Note 3: Variations Protocol for Operational Projects.
• Operational Taskforce Note 2: Project Transition Guidance.
• Contract Management Guide.
• Operational Taskforce Note 1: Benchmarking and market testing guidance.
• Benchmarking and Market testing help pack.
• Refinancing Code of Conduct.
• Report on Operational PFI Projects.
• HMT PFI guidance: SOPC 4 addendum - revised refinancing arrangements - covering letter.
• HMT PFI guidance: SOPC 4 addendum - revised refinancing arrangements.
• April 09 SOPC4 Addendum Cover Letter
• April 09 SOPC4 Addendum (Amended Refinancing)
• Contract Expiry Guidance

Commercialisation and Wider Markets publications

• Wider Markets – Assessment of potential.
• Forming Joint Ventures with the Private Sector.
• Generic Business Plan.
• The provision of incentive schemes.
• Licensing Technology.
• Finding a partner for selling into Wider Markets and Commercialisation of public sector research.

Non-PUK publications on Commercialisation and Wider Markets

• Selling into Wider Markets.
• Operational Efficiency Programme - Final Review - April 2009.
• The Wider Markets Initiative (NAO).
• Classification of Expenditure – Public & Private.
• The Re-use of Public Sector Information Regulations 2005.
• Copyright (range of guidance).
• Copyright (range of guidance +FAQ).
• Income Generated by Museums & Galleries.
• The Regulatory Reform Act (2001).
• Managing Public Money (selected Chapters / Annexes)
• Fees, charges & levies (Chapter 6) 
• Working with others (Chapter 7) 
• Wider markets activities (Annex 7)

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