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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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