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Edition 5

June/July 1999

PFI NETWORKING

PFI Scotland’ (and back copies) can be accessed on the net - under publications on The Scottish Executive site, http://www.scotland.gov.uk. We are continuing to work towards providing a PFU Homepage.

If you do not currently receive copies of PFI Scotland and would like to in future, please contact Fiona McLellan at the address given on the first page. Likewise changes of name and address should be directed as above.

To ease distribution we are distributing PFI Scotland by E-mail where possible. If you are on our current mailing list and have an E-mail address could you please forward it to the Unit

Acknowledgements

Many thanks to our contributors, to Alastair Martin and James Watt College and Stuart McCalman and Ron Jackson, for providing information for the Datasheets and to Stuart Aitken for the Health Update.

REMEMBER - contributions for the next issue of PFI Scotland or ideas on PFI networking would be most welcome - to be received before 31 August 1999. Send to Gita Jackson at the PFU

gita.jackson@scotland.gov.uk

1. TREASURY TASKFORCE PUBLICATIONS

Series (i) Generic Guidance

Step by Step Guide to the PFI Procurement Process (Revised April 1998)
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]

Series (ii) Policy Statements

[‘What to do’ instructions issued by the Treasury]
Treasury Taskforce Policy Statement No1 - "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)

Series (iii) Technical Notes

[‘How to do’ guidance based on experience]
Treasury Taskforce PFI Technical Note No1 – Revised Guidance "How to account for PFI Transactions" (June 1999)
Treasury Taskforce PFI Technical Note No 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)

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
Lowdham Grange Prison Services

The Taskforce has also issued the following Press Releases:-

Robinson Re-Invigorates the PFI - HMT Press Release 69/97 23, June1997 [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

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.

2. OTHER PUBLISHED INFORMATION

2.1 Scottish Office/ Executive PFI Publications

Public Services and Private Finance: A Partnership for Scotland: background to the PFI’s implementation in Scotland, summary of guidance and contacts (1996)
Risk Transfer and Value for Money in the PFI (1996)
The Potential Contribution of the PFI to Schools Projects in Scotland (1996)
PFI Financing Issues (1996)
Loan Charges: Level Playing Field for the Private Finance Initiative; Finance Circular 16/1997 [26 November 1997]
Planning Advice Note 55: The Private Finance Initiative and the Planning Process (February 1999)
Press Release – Improved Public Private Partnerships will deliver modern public services – Jack McConnell – News Release 1321/99 24 June 1999

Contact:

The Scottish Executive Private Finance Unit
0131 244 7500

2.2 Private Finance Panel/HM Treasury Publications*

Private Finance and IS/IT Case Study - The IND caseworking programme (Home Office Immigration and Nationality Directorate)
Office Systems Infrastructure Review and Implementation Strategy for the Welsh Office (OSIRIS) (1996)
Transferability of Equity (1996)
Writing an Output Specification (1996)
PFI in Government Accommodation (1996) [includes guidance on EC procurement procedures]
Basic Contractual Terms (1996)
Report on the procurement of custodial services for the DCMF Prisons at Bridgend and Fazakerley (1996)
Further Contractual Issues (1997)
DBFO: Value in roads - a case study on the first eight DBFO roads contracts (1997)
VAT on PFI Service Payments (1997)

Contact: Private Finance Unit

0131 244 7500

2.3 Central Computer and Telecommunications Agency (CCTA) Publications*

PFI for Government IS/IT: (1994)
PFI and Government IS/IT: Evaluation (1996)
PFI and Government IS/IT: Business Case & Procurement Briefing (1995)
PFI and Government IS/IT: RISK (1995).
Report on the NIRS2 Procurement (1995)
PFI and IS/IT: OSIRIS (1996)
PFI and IS/IT: The Ind Caseworking Programme (1996)
Total Acquisition Process Services Guide (1995)
Total Acquisition Process Systems Guide (1995)
Market Testing Briefing: IS/IT at Risk? (1994)
Evaluation of IS/IT Services (1993)
IS Guide B7: Evaluation (1989)

Contact: CCTA

01603 704567

* 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.

2.4 Department of the Environment, Transport and the Regions Publications

The PFI and Local Authorities: An Explanatory Note (Updated September 1998) [guidance applicable to the system of local government in England and Wales]
Energy Services for the Public Sector: A Working Guide (1997) [guidance on contracting with the private sector for energy services]
Green Light for More Local Government PFI Projects (DETR News Release ENV/0091 10 February 1998
More PFI Schemes Get Go Ahead (DETR News Release 1038 3 December 1998)

Contact: Nicola Ware: 0171 890 5015

Public Private Partnerships Programme (4Ps) Unit for England and Wales

Options Appraisal and the Outline Business Case
A Guide to the Local Government (Contracts) Act 1997 - A Practical Guide to the Provisions and their Effect.
Harrow Case Study
Guide to the documentation comprising Harrow LBC IT PFI deal.
Harrow LBC Documentation
Guide to the documentation
Comprising Dorset County Council
For Colfox School Documentation
Dorset County Council for Colfox School Documentation on Disc
4Ps Report 1998
PFI and Social Housing
Lambeth Case Study
Butterworths Local Authority
Companies and Partnerships

Contact: 4Ps Executive

0171 664 3145

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