Learnings for Departments and Contracting Authorities

Learning

Owner

1

Understand your contract and its performance through the operational phase to be better placed for expiry

PFI Senior Responsible Owner (SRO) and contract management team

2

Ensure that PFI expiry, as a major contractual process, is captured and prioritised within business and resourcing plans

Department/ LA (via the Audit and Risk Committee)

3

Start preparing for expiry at least 7 years out, potentially longer for complex PFIs or future service arrangements

PFI expiry SRO

4

Make sure you have appropriate governance and leadership in place to manage expiry, noting that this may be different to the business as usual arrangements

PFI expiry SRO

5

Put in place detailed and resourced plans that integrate operational contract management, expiry, transition and future services provision to enable robust management of the programme of work

PFI expiry SRO

6

Recruit sufficient and appropriately skilled people to enhance the contract management team for expiry

PFI expiry SRO

7

Engage with the private sector early on expiry. Seek to adjust your relationship for expiry and build a good understanding of their drivers at expiry.

PFI expiry SRO

8

Invest in understanding the condition of your assets and quality of data against the contract requirements

PFI expiry SRO

9

Understand the contract expiry terms

Build positive commercial strategies to meet your aims and reflect private sector drivers

PFI expiry SRO

10

Align your future services activity with expiry & operational contract management; and inform future service provision with data from the PFI

PFI expiry SRO