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Title: United Kingdom Treasury Guidance - Procurement and Contract Management

Language: English

Type: Document

Nature: Guidelines

Published: January 1, 2024

Region: Europe and Central Asia (ECA)

Country: United Kingdom

Topic: Financing and Risk Mitigation, Procurement

Keywords: PPPs by Topic *, Procurement Processes and Bidding Documents **, United Kingdom

Document Link(s):

Document Summary:

This section provides documents pertaining to United Kingdom treasury guidance on procurement and contract management.

Document Details:

The Efficiency and Reform Group (ERG) in the Cabinet Office leads on Government procurement policy. The guidance provided on this page is complementary to this and is specific to PFI/PPP arrangements.

Project governance guidance (2007)

This guidance looks at a number of aspects of project governance. The intention is not to set out a rigid template but to provide a framework for Authorities to think through the issues and how best to resolve them.

 

Also included is a consideration of the roles of independent reviews (such as the OGC Gateway reviews), the links to the formal project approval processes (such as Project Review Group (PRG) for some Local Authority projects), and the impact of public sector issues.

 

OGC/HM Treasury guidance on using the competitive dialogue procedure (2008)

This OGC and HM Treasury joint guidance aims to assist contracting authorities with the competitive dialogue procedure, which is used when procuring complex projects. The new guidance aims to clarify a number of issues, with a view to lead to a reduction in the time and cost of many public sector procurements.

HM Treasury review of competitive dialogue (2010)

HM Treasury has a historical commitment to the Committee of Public Accounts (PAC) to review the impact of the competitive dialogue procurement process. Colleagues in the Cabinet Office’s Efficiency and Reform Group are currently undertaking a Lean Procurement Review to uncover the causes of delay in the procurement process and to suggest actions to rectify them.

It is hoped that the findings of this 18 months study will complement and contribute to this valuable piece of work and this report has been submitted as evidence to the ERG Review for their consideration.

Managing complex capital investment programmes using private finance (2010)

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

Operational savings guidance (2010)

This guidance is the final version of the draft guidance by the same name which was published in January 2011. It is  intended to help government departments and local authorities identify opportunities to reduce the cost of operational Private Finance Initiative (PFI) contracts.

It highlights the need for strong contract management to achieve optimum performance from a PFI contract and suggests options public sector bodies may consider to reduce the cost of a contract.

It also includes sources of support and emphasises the importance of protecting value for money. The guidance draws on engagement with central and local government and the findings of savings pilots at Queen’s Hospital in Romford and Ministry of Defence projects.

Guidance on joint ventures between public and private sector (2010)

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

 

 

Related Resources

The Treasury provides guidance on a number of topics. This includes the publication A new approach to Public Private Partnerships and Standardisation of PF2 contracts (December 2012) and guidance on assessing the value for money of privately financed projects, as well as finance, procurement and contract management.

 

Tracking Number: InfrastructureUK_Undated_English

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