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Credit and loan agreement material and commentary, ‘The Equator Principles’, ‘Social Considerations’, ‘Project Finance’, ‘Loan Documentation’, ‘EPFIs’, 'Environmental Considerations’

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Equator Principles-article-the equator principles for finance documents-2009.

The document from The Equator Principles offers guidance to the EPFIs on incorporating environmental and social considerations into loan documentation. 

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rail (heavy), England, rail, HS2

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Department for Transport-UK-report-high speed rail -HS2-2011

The UK Government launched a consultation on the proposed high speed rail strategy and its proposed route for an initial high speed line from London to the West Midlands. The consultation ran for five months, closing in July 2011. This report provides a summary of the responses to the Government’s consultation.

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England, Skills for public sector procurers , Guidance and introductory documents/materials, meeting the investment challenge

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HM Treasury-UK-document guidance-PFI-meeting the investment challenge-2003

This document explains the PFI programme’s small but important role in the delivery of the Government’s investment plans for public services. It explains the UK Government’s approach to PFI based on clear limits on its appropriate use and a rigorous assessment of value for money. It outlines the steps already taken to improve the programme through building the partnership between public sector client and private contractor.

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England, Skills for public sector procurers , Guidance and introductory documents/materials, guidance, contract management

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4Ps-UK-a guide to contract management for pfi and ppp projects- 2006

This guide to contract management has been produced by 4ps to provide local authorities and their partners with a suggested approach to the requirements for contract management for a PFI/ PPP project.  The guide identifies the key principles of contract management, gives advice on setting up an effective contract management team, and building a successful long-term relationship with the service provider.

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Financial crisis considerations, England, Guidance and introductory documents/materials, guidance, credit crisis

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HM Treasury-UK- guidance note-ppp projects in current market conditions-credit crisis-2009

The dislocation in the financial markets and adverse economic conditions continue to affect the procurement of PPP projects and this note is intended to aid authorities in addressing the issues that have arisen specifically from these circumstances.

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Accounting treatment, England, accounting treatment

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HM Treasury-Treasury Taskforce-UK-technical note-how to account for PFI transactions-early guidance-1998

This note provides practical guidance on the accounting treatment for early PFI schemes in the UK. The note may provide guidance to purchasers/financial advisers to determine the accounting treatment of PFI transactions and public sector auditors who will need to comment on the proposed accounting treatment. Procurement teams will also need to understand how accounting judgements will be made.

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