Robust Project Agreement

14.  As described in Section 3 some 70% of a PFI contract is covered by an agreed standard which project teams are mandated to adopt. Any deviation from the standard is not acceptable unless a project specific derogation is obtained from HMT/PUK. Care must be taken to ensure that completion of the 30% of the contract that is project specific does not affect the risk balance intended for the overall contract.

Relevant Government policy/guidance:

•  MOD PFU Guidance Note - MOD Standard Project Agreement v1 for PFI Projects

•  MOD PFU Guidance Note - MOD PFI Project Agreement Derogations Process

•  MOD PFU Guidance Note - Preparing the Invitation to Negotiate for PFI Projects

•  MOD PFU Guidance Note - Market Soundings for PFI Projects

•  MOD PFU Guidance Note - Pre-Qualification Questionnaires for PFI Projects

•  MOD PFU Guidance Note - Selection of a Preferred Bidder for PFI Projects

•  MOD PFU Guidance Note - Convergence Phase for PFI Projects using the Negotiated Procedure

•  MOD PFU Guidance Note -Estates Matters in PFI Projects

•  MOD PFU Guidance Note - Suspension of Import Duty for PFI Projects

  Legislation, EU Procurement Rules & MOD procurement policy

  HM Treasury: Standardisation of PFI contracts (SoPC) Version 4

•  Treasury Taskforce Technical Note 4: How to Appoint and Work with a Preferred Bidder

•  HMT Operational Taskforce Note 2: Project Transition guidance

•  Competitive Dialogue in 2008: OGC/HMT Joint Guidance on using the procedure

•  OGC Achieving Excellence Construction Projects Pocketbook

•  OGC Making competition work for you

•  OGC Early Market Engagement: principles & examples of good practice

•  OGC Achieving Excellence Guide 6 - Procurement and Contract Strategies

•  OGC Achieving Excellence Guide 3 - Project Procurement Lifecycle

•  OGC Achieving Excellence Guide 1 - Initiative into Action

•  OGC Best Practice - Improving procurement efficiency to achieve faster delivery

•  HMT Guidance Note: The Use of Internal Rates of Return in PFI Projects

•  HMT Guidance: Opinion Letters