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PFI Scotland Edition 8: July 2000

1. TREASURY TASKFORCE PUBLICATIONS

Series (i) Generic Guidance

  • Standardisation of PFI Contracts (July 1999)
  • Step by Step Guide to the PFI Procurement Process (Revised November 1999)

Series (ii) Policy Statements

['What to do' instructions issued by the Treasury]

  • Treasury Taskforce Policy Statement No.1 - "PFI and Public Expenditure Allocations" (Oct 1997)
  • Policy Statement No.2 - "Public Sector Comparators and Value for Money" (March 1998)
  • Policy Statement No.3 - "PFI and Public Expenditure Allocations for NDPBs" (August 1998)
  • Policy Statement No.4 - "PFI Projects: Disclosure of Information and Consultation with Staff and Other Interested Parties" (October 1998)
  • Policy Statement No 5 - "Provision of Information to Parliament" (January 2000)

Series (iii) Technical Notes

['How to do' guidance based on experience]

  • Treasury Taskforce PFI Technical Note No.1- Revised Guidance "How to account for PFI Transactions" (June 1999)
  • Treasury Taskforce PFI Technical Note.2 - "How to follow EC Procurement Procedure and Advertise in the OJEC" (May 1998)
  • Treasury Taskforce PFI Technical Note No. 3 - "How to Appoint and Manage Advisers to PFI Projects" (August 1998)
  • Treasury Taskforce PFI Technical Note No 4 - "How to Appoint and Work with a Preferred Bidder" (July 1999)
  • Treasury Taskforce PFI Technical Note No 5 - "How to Construct a Public Sector Comparator" (October 1999)
  • Treasury Taskforce PFI Technical Note No 6 - "How to Manage the Delivery of Long Term PFI Contracts" (January 2000)
  • Treasury Taskforce PFI Technical Note No 7 - "How to achieve Design Quality in PFI Projects"

Series (iv) Case Studies

[Highlighting best practice examples]

  • Colfox School, Dorset - A Case Study on the First DBFO School Project (March 1998)
  • Private Finance and IS/IT: Case Study - TAFMIS...and after (March 1998)
  • Lewisham Extension to Docklands Light Railway
  • Medium Support Helicopter Aircrew Training Facility
  • Lowdham Grange Prison Services
  • Employment Service - IT Partnership Other Publications
  • Standardisation of PFI Contracts - Information Technology (consultation draft 1 July 1999) added to Standardisation of PFI Contracts in April 2000
  • Staff transfers from Central Government - A Fair Deal for Pensions (June 1999)
  • Private Finance and IT: A Practical Guide (March 1998)
  • Partnerships for Prosperity (Nov 1997) [Replaces "Private Opportunity, Public Benefit" as the current PFI handbook]
  • Taking Forward PFI in Local Government (30 September 1997) - [1 page Taskforce statement]
  • Value for Money Drivers in the Private Finance Initiative A Report by Arthur Andersen and Enterprise LSE (April 2000)
  • Office of Government Commerce Private Finance Unit Draft Technical Guidance for Consultation- A Competence Frameworkfor Creating Effective PFI Project Teams (April 2000)
  • The Taskforce has also issued the following Press Releases:- Robinson Re-Invigorates the PFI - HMT Press Release 69/97 23, June 1997 [refers to Bates' recommendations]
  • City Heavyweight to Head Treasury's PFI Taskforce - HMT Press Release 82/97 14 July 1997
  • Top Notch Taskforce to Reinvigorate PFI - HMT Press Release 111/97 22 September 1997 [gives details of the members of the Taskforce project team]
  • Recommendations to Reinvigorate PFI - September deadlines are met - HMT Press Release 115/97 30 Sept 1997 [gives details of 4 Bates' recommendations requiring action by 30 September]
  • Partnerships for Prosperity - A new Framework for the PFI - HMT Press Release 132/97 4 Nov 1997 [announces launch of new introductory guide to the PFI]
  • Treasury Taskforce Seeks Partnerships for Training - HMT Press Release 158/97 10 December 1997
  • PFI Conference Programme Launched - HMT Press Release 167/97 22 December 1997 [gives details of a public-private partnership for a programme of PFI conferences]
  • Significant Projects List Launched - HMT Press Release 17/98 10 February 1998
  • Taskforce PFI Training Programme Launched - HMT Press Release 60/98 24 April 1998
  • More Local Government PFI Projects get Green Light - 24 June 1998
  • Geoffrey Robinson Welcomes Accounting Clarification of PFI - HMT Press Release 146/98 - 10 September 1998
  • Standardisation of Templates Pave the Way for New Era in PFI Deals - HMT Press Release 157/98 - 25 September 1998
  • Geoffrey Robinson Calls on PFI Bidders to Work with Trade Unions - HMT Press Release 170/98 21 October 1998
  • Geoffrey Robinson Unveils Second Significant Projects List - HMT Press Release 171/98 21 October 1998.
  • Geoffrey Robinson Announces Second Review for the Private Finance Initiative - HMT Press Release 187/98 12 November 1998
  • More PFI Schemes Get Go-ahead - DETR Press Release 1038/98 3 December 1998
  • New Steps to Drive Forward PFI and PPPs - Alan Milburn - HMT Press Release 23/99 2 February 1999
  • More Private Finance Initiative (PFI) deals expected as clarity of accounting standards is resolved - Alan Milburn - HMT Press Release 103/99, 24 June 1999
  • Treasury Taskforce Launches Information Technology Guidance for PFI Projects - HMT Press Release 112/99 2 July 1999
  • Treasury Taskforce PFI Standard Contract Guidance Launched - HMT Press Release 118/99 14 July 1999
  • Shake-Up for PFI and Government Procurement Plans will Save up to £1 Billion - HMT Press Release 124/99 22 July 1999
  • Treasury Publishes Public Sector Comparators Guidance on Private Finance Initiative (PFI) Deals - HMT Press Release 177/99 29 October 1999
  • Chairman Designate for Partnerships UK - HMT Press Release 207/99 7 December 1999
  • Andrew Smith sets out benefits of Public Private Partnerships HMT Press Release 15 March 2000
  • Andrew Smith and Ian McCartney launch blueprint for IT Public Private Partnership contracts HMT Press Release 28 March 2000

Contacts

Private Finance Unit
0131 244 7500

or

Public Enquiries Unit
HMT
0171 270 4558/4860/4870

* Some of these publications carry a charge, which should be checked at the time of application. They are, however, generally available free of charge to public sector bodies.

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