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The Resources/Library section of the website provides Free downloadable support documentation/resources. Content here may be accessed for Free by simply registering with us. Upon first registration you will be allocated 6 credits which you can apply (as you choose) to obtain Free downloadable Resource items. Additional resource content may be accessed by obtaining the appropriate number of credits for that item. Credits may be allocated to you when you purchase content from the Catalogue. See Resources items below or the Credits section, next to Access Your Learning for the details of credits available. The Resources/Library section includes checklists, explanation notes, example working draft contracts, presentations and various other materials from a large number of sources. All material in this section of the website may be downloaded in PDF format.

England, Guidance and introductory documents/materials, contract expiry

HM Treasury-UK-guidance on pfi contract expiry-2009

Guidance on PFI Contract Expiry is designed to assist public sector contract managers in managing the transition from a PFI Contract to whatever new arrangement may be set up to succeed it.This guidance is generic in nature in order to cover the broad range of PFI Contracts and sets out the key considerations in planning for the end of an operational project’s Contract term.

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England, Value for money, Guidance and introductory documents/materials, vfm, value for money

HM Treasury-UK-value for money assessment guidance 2006

This VfM assessment guidance highlights different issues that procuring authorities should consider in establishing what the driving factors for VfM will be in their particular projects. It sets out the process and methodology to be used in considering whether the factors driving VfM will be realised through the use of PFI procurement.

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Credit and loan agreement material and commentary, Credit guarantee finance, Finance and finance related materials/documents, term sheet, credit guarantee finance

HM Treasury-Credit Guarantee Facility Programme-Standard Public Sector PFI/PPP Loan Facility Term Sheet

HM Treasury-Credit Guarantee Facility Programme-Standard Public Sector PFI/PPP Loan Facility Term Sheet

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England, Value for money, Guidance and introductory documents/materials, sopc 4, guidance

Credits required: 1

HM Treasury-UK-standardisation of PFI/PPP contracts-version 4.

In July 1999 the first edition of Standardisation of PFI Contracts was published. The aim was to provide guidance on the key issues that arise in PFI/PPP projects and to outline to public sector procurers a framework to meet their requirements and deliver best value for money. Second and third editions followed. This Version 4 updates the guidance to take into account new legislation and developments in the PFI/PPP market as of 2007.

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Refinancing, refinancing

HM Treasury-Standardisation of PFI/PPP Contracts -Version 4-Addendum-Amended Refinancing Provisions-2008

Standardisation of PFI Contracts -Version 4-Addendum-Amended Refinancing Provisions-October 2008

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England, refinancing, guidance

Credits required: 1

HM Treasury-UK-early Code of Conduct for refinancing gain sharing developed in 2002 and subsequently refined

This early Code of Conduct (the “Code”) developed in the UK in 2002 by HM Treasury sets out the basis upon which individual Authorities were to approach the refinancing by private sector contractors of early PFI transactions. It was a voluntary Code to enable private sector contractors to share refinancing gain with the public sector on a consistent and equitable basis.

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