Guidance

PFI/PPP procurement and contract management guidance

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

Documents

Project governance guidance

Guidance on using the competitive dialogue procedure

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

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Joint venture guidance

Detail

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 The accompanying quantitative assessment tool was withdrawn with effect from 5 December 2012.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.