1.5 Relationship with the Policy Principles for Alliance Contracting7 and Guidance Notes

This Guide is part of a suite of related documents that are specific to alliance contracting.8 The Policy sets out the minimum (mandated) requirements for alliance contracting. The Guide documents practices that will ensure that the principles set out in the Policy are satisfied. The Policy requires that planning and procurement activities are benchmarked9 against the alliance guidance material published from time-to-time. This published documentation currently includes this Guide and various Guidance Notes and Templates10 with others being planned. The list of National Alliance Contracting documentation current at the time of publishing this Guide is:

Policy Principles for Alliance Contracting

The Guide to Alliance Contracting

Guidance Note 1: Language in Alliance Contracting

Guidance Note 2: Insurance in Alliance Contracting

Guidance Note 3: Key Risk Areas and Trade-Offs

Guidance Note 4: Reporting VfM Outcomes

Guidance Note 5: Developing the TOC in Alliance Contracting

Guidance Note 6: ECI and Other Collaborative Procurement Methods

Template No 1: The Model Project Alliance Agreement

Template No 2: The Alliance Development Agreement

Template No 3: Expression of Interest

Template No 4: Request for Proposal.

In addition, jurisdictions may publish other documents which provide details of specific requirements for the use of alliance contracting. These should be read in conjunction with the Guide.

Owners will also need to be aware of all relevant general (non-alliance specific) jurisdictional policies and guidelines that may apply to them, such as those relating to probity, tendering processes and Business Case development.11




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7 As released by respective jurisdictions from timetotime (check the relevant websites of each jurisdiction for information).

8 Refer section 1.4.

9 Public sector agencies are required to benchmark their processes and performance standards so that they are at least as robust and comprehensive as set out in the Guide and Guidance Notes. However, as stated in section 1.4, Owners have the flexibility to determine and implement tailored processes in response to their specific project requirements so that they are 'fit for purpose' and better suited to achieving demonstrable VfM outcomes for that project.

10 Published on the Department of Infrastructure and Regional Development website: www.infrastructure.gov.au.

11 Examples include The State of Queensland (Queensland Treasury) publication 'Project assessment framework - Alliance establishment and management' and the National PPP Guidelines: Volume 1 Procurement Options Analysis.