Guidance

PFI/PPP procurement and contract management guidance

Guidance on procurement and contract management specific to PFI/PPP arrangements.

• From: Infrastructure and Projects Authority and HM Treasury
• Published: 25 July 2013
• Last updated: 28 November 2018 — See all updates

Documents

Project governance guidance

PDF, 811 KB, 43 pages

Guidance on using the competitive dialogue procedure

PDF, 275 KB, 37 pages

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HM Treasury review of competitive dialogue

PDF, 368 KB, 26 pages

Managing complex capital investment programmes utilising private finance: a current best practice model for departments

PDF, 390 KB, 26 pages

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Joint venture guidance

PDF, 820 KB, 112 pages

Change Protocol Principles

PDF, 157 KB, 34 pages

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Details

The government has announced that it will no longer use PF2, the current model of Private Finance Initiative (PFI) for new government projects. Existing PFI and PF2 contracts will not end because of this announcement.

Project governance guidance

This guidance provides a framework for authorities to think through project governance issues and how best to resolve them.

The roles of independent reviews (e.g. the Office of Government Commerce (OGC) Gateway reviews), the links to the formal project approval processes (e.g. the Project Review Group (PRG) for some Local Authority projects), and the impact of public sector issues are also included.

Guidance on using the competitive dialogue procedure

Our joint guidance with OGC helps contracting authorities with the competitive dialogue procedure, used when procuring complex projects. The guidance clarifies a number of issues, reducing the time and cost of public sector procurements.

HM Treasury review of competitive dialogue

This report was submitted as evidence to the ERG Lean Procurement Review for their consideration.

Managing complex capital investment programmes using private finance

This model provides guidance to departments on HM Treasury’s and NAO’s expectations of how they should manage their programmes involving PPP and PFI projects.

Joint venture guidance

This note looks at the issues associated with the creation and use of joint venture entities across the wider procurement spectrum.

Value for money assessment guidance

Procuring authorities should undertake project appraisals in accordance with the requirements of the Green Book. The value for money assessment guidance builds on this general approach for the specifics of public private partnership projects. The accompanying quantitative assessment tool was withdrawn with effect from 5 December 2012.

Procuring authorities should consider the existing value for money assessment guidance alongside the Green Book and the Infrastructure Procurement Routemap when undertaking the appraisal of PPP projects.

Published 25 July 2013
Last updated 28 November 2018 + show all updates

1. 28 November 2018

   Updated with 'Change Protocol Principles'.

2. 25 October 2013

   added doc: Value for money assessment guidance

3. 25 July 2013

   First published.