CGLG05f. PFI (Private Finance Iniitiative)

CGLG05f. PFI (PRIVATE FINANCE INITIATIVE)
(updated: May 18, 2006 )

Detailed Topic Index / Main Planning bibliographies Index
For relevant addresses, telephone/fax numbers, email & website addresses see
PLANNING & PLANNING RELATED ORGANISATIONS

See also the Central & Local Government Context for Planning Index and in particular:
Access to info, Beacon Councils, Best Value, Central gov. (& plg.),
Community plg.& strategies, Councillors & Officers, Local gov. (& plg.),
Parish & Community Councils, Partnerships, Public sector management & plg.
Euro./International context/comparisons,
and also:-
CPO / Health, educ. & regen. / UDCs / Urban dev. finance / Urban villages & mixed uses / URCs /
Waterfront regen. in the Urban Regeneration bibliography
Development Plans: (Regional plg. / Structure plg. / LDDs & LDFs / Local plg. / Unitary Dev. Plans (UDPs),
Infrastructure & utilities / LDDs & LDFs / Local plg. (gen.) / Open space, playing fields & local plg. /
Plg. gain/obligations / Public participation in plg. in the Local Planning bibliography
Local gov. reorganisation, devolution & plg. (including London Mayor & Assembly) in Strategic Planning
Plg. aid / Plg. conditions / Plg. consultancy / Plg. enforcement / Plg. implementation / Urban Design in
the Effectiveness of Planning etc. bib'y
Roads / Road safety / Transp. Appraisal in the Sustainable Urban Travel bibliography
Rural services & facilities in the Countryside Planning bibliography
Sust'bility indicators & monitoring in the Sustainable Development bibliography
the Waste management & planning bibliography
N.B. also the RTPI library catalogue on the web - go to http://www.rtpi.org.uk - then to library search.

and these websites, etc.:-
Association of Public Service Excellence: http://www.apse.org.uk
Audit Commission: http://www.audit-commission.gov.uk
Centre for Public Scrutiny: http://www.idea.gov.uk/scrutiny
Department for Communities and Local Government (DCLG) (from May 2006): http://www.communities.gov.uk/
House of Commons Public Administration Committee: http://www.parliament/uk/commons/selcom/pubpnt03.htm
Improvement & Development Agency (IDeA) & Audit Commission local council performance indicators: http://www.local-pi-library.gov.uk
Information for Local Government: http://www.info4local.gov.uk
Library of Local Performance Indicators (Audit Commission & IDeA): http://www.local-pi-library.gov.uk
Local Government Association (LGA): http://www.lga.gov.uk
'Local Government Chronicle' and 'Municipal Journal' periodicals
Local Government Information Unit (LGIU): http://www.lgiu.gov.uk
Local Government Management Board bestvalue: www.bestvalue.lgmb.gov.uk
National Association of Local Councils (NALC): http://www.nalc.gov.uk
Planning Officers Society planning and best value: http://www.barnsley.gov.uk/planning/home.html
Publc sector site: http://www.publicsector.org
Society (The Guardian regeneration, environment and public sector section): http://society.guardian.co.uk
SOLACE (Society of Local Authority Chief Executives): http://www.solace.org.uk
The e-envoy site (e-government targets for online delivery of services by 20005): http;//www.e-envoy.gov.uk
UK Online: http://www.Ukonline.gov.uk

OFL = Ordered for Library - please check University Library catalogue for latest on availability:
http://www.nottingham.ac.uk/library/
* indicates most useful and/or up to date references

Association of Chartered Certified Accounts (ACCA):
'Evaluating the operation of PFI in roads and hospitals: ACCA Research Report No. 84', April 2005.

Association of Town Centre Management (ATCM), London
- website: http://www.atcm.org
''Sustainable Funding for Town and City Centres', July 2002, and at http://www.atcm.org

Audit Commission publications available from tel. (0800) 502030
- website: http://www.audit-commission.gov.uk
'From Administration to Management: The Management of the Finance Function in Local Government', Executive Briefing, 1995
'Protecting the Public Purse: ensuring financial probity in local government', February 2001
'Building for the future: the management of procruement under the private finance initative', July 2001.
'Trust in the Public Sector', May 2003, http://www.info4local.gov.uk/searchreport.asp?id=15319&heading=e-mail+alert

Baker, Brian, 1999, 'PFI Credit Where It's Due' (applying the PFI to technical services), Surveyor, 6.5.99.
Baker, Brian, 2002, 'Swtiching on to PFI' (streetlighting and the private finance initiative), Surveyor 189 (5704), 7.11.02, pp16-18.

Ball, Jonathan, 2002, 'Transporting the PFI' (the public-private partnerships programme and transport), Surveyor, 7.2.02, pp14-15.

Bevan Brittan, 2004, 'The Future of the Private Finance Initiative', Bevan Brittan, http://www.bevanashford.co.uk/pressreleases/pfi,%20bb%20main.pdf

Blackman, David, 1999, 'Bridging the divide' (public and private partnership in investment in Edinburgh), Planning 1321, 4.6.99.
Blackman, David, 2001, 'Private finance, public benefit?' (White City, London, private-financed scheme), Regeneration & Renewal, 19.1.01.

Blackwell, Martin, 1989, 'Funding the urban renaissance' (Private Finance Initiatives and Urban Renewal), Planning 1332, 20.8.99.

Buttery, Roger, 1993, 'Audit in the Public Sector', ICSA Publishing, Hemel Hempstead, Hertfordshire.

Centre for Public Services, tel. (0141) 272 66683.
- website: http://www.centre.public.org.uk/
'Private Finance Initiative and Public Private Partnership: What future for public services?', 2001, http://www.centre.public.org.uk/briefings

Chestertons, 1998, 'Public-Private Partnerships', Chestertons, tel. (01232) 242224.

Commission for Architecture & the Built Environment (CABE), London:
- website: http://www.cabe.org.uk/
'Design Quality and the Private Finance Initiative. Published by the Commission for Architecture and the Built Environment', December 2005, http://www.cabe.org.uk/policy/reports/

Christie, I et al, 1991, 'Profitable Partnerships: An Action Guide for Company Investment in the community', ? Civic Trust, London.

De Castella, Tom, 2000, 'The A-Z of funding' (Government regeneration funding), Regeneration & Renewal no.1, 13.10.00.

Department for Environment, Food & Rural Affairs (DEFRA) (June 2001-)
- website: http://www.defra.gov.uk
'Consultation on Proposed changes to the criteria used to assess proposed waste PFI projects', October 2005, http://www.defra.gov.uk/corporate/consult/waste-pfi/index.htm.
'Consultation on criteria for waste PFI projects', October 2005, http://www.defra.gov.uk/corporate/consult/waste-pfi/index.htm

Department for Transport, Local Government and the Regions (DTLR) (replaced the DETR in June 2001)
- website: http://www.dtlr.gov.uk
'Building for the Future: The management of procurement under the Private Finance Initiative', June 2001,
http://www.info4local.gov.uk/searchreport.asp?id=2029&heading=E-mail+alert
'Working Together: Effective partnering between local government and business for service delivery', December 2001,
http://www.info4local.gov.uk/searchreport.asp?id=4677&heading=e-mail+alert
'Housing and the Private Finance Initiative', February 2002, http://www.info4local.gov.uk/searchreport.asp?id=5327&heading=e-mail+alert

Department of the Environment, Transport and the Regions (DETR) (June 1997 - June 2001)
- website: http://www.detr.gov.uk
NB: DETR replaced from June 2001 to May 2002 by the Department for Transport, Local Government and the Regions (DTLR)
'Public-private partnerships: the Government's approach', TSO, March 2000 or visit http://www.hm-treasury.gov.uk
'Public/Private Partnerships and the Private Finance Initiative (updated)', February 2001, http://www.detr.gov.uk/ppp/index.htm
NB: DETR replaced from June 2001 to May 2002 by the Department for Transport, Local Government and the Regions (DTLR)

Fabian Society, London, tel. (020) 7227 4900,
- website: http://www.fabian-society.org.uk
'Paying for Progress - a New Politics of Tax for Public Spending', 2001
'Responsibility for All - A National Strategy for Social Inclusion', January 2002.
'The Courage of Our Convictions: Why Reform of the Public Services is the Route to Social Justice', October 2002.
'Communities in Control: Public Services and Local Socialism', June 2003.

Glaister, Stephen; Scanlon, Rosemary & Travers, Tony, 2000, 'Getting Partnerships Going: Public private partnerships in transport', Institute for Public Policy Research, London, March. HE4719.L6.G5

HM Treasury (Chief Secretary to), London
- website: http://www.hm-treasury.gov.uk
'Breaking New Ground: The Private finance Initiative', 1993.
'Private Opportunity: Public Benefit: Progressing the Private Finance Initiative', 1995.
'Public Services for the Future: Modernisation, Reform, Accountability', Cmnd. 4181, TSO, December 1998.
'Public-Private Partnerships: the Government's Approach', March 2000.
'Role of the Voluntary Sector in public service delivery', 2001, http://www.hm-treasury.gov.uk/docs/2001/ccr_voluntary_tor.html
'The Green Book: consultation paper', August 2002.
''The Green Book: Appraisal and evaluation in central government', August 2002, http://www.info4local.gov.uk/searchreport.asp?id=7564&heading=e-mail+alert
'Public Sector Finances: October 2003', November 2003, http://www.info4local.gov.uk/searchreport.asp?id=17602&heading=e-mail+alert
'The Green Book: Appraisal and Evaluation in Central Government', January 2004.
‘PFI: Strengthening long-term partnerships’, March 2006, http://www.hm-treasury.gov.uk/media/1E1/33/bud06_pfi_618.pdf

House of Commons Public Accounts Committee:
'Forty-second report: Managing the Relationship to Secure a Successful Partnersnip in PFI Projects', July 2002, http://www.parliament.uk/commons/selcom/pachome.htm

House of Commons Treasury Select Committee:
'Session 1995-96: Sixth Report: The Private Finance Initiative', HC 146, HMSO, London, 1996.
'Evaluation of the Private Finance Initiative Programme' (?exact title), March 2000.

Institute for Public Policy Research (IPPR), London:
- website: http://www.ippr.org.uk
'Evaluation of the Private Finance Initiative', March 2000.
'Building Better Partnerships', July 2001, ISBN 1860301584
'PFI Openness Survey Paper', February 2004.

Joyce, Paul, 1999, 'Strategic Management for the Public Services), Open University Press.
*Joyce, Paul, 2000, 'Strategy in the Public Sector: A Guide to Effective Change Management', John Wiley & Sons. Chichester, Sussex. ISBN 0 481 89525 3 (reviewed in Planning no. 1384 of 1.9.00, p19).

Kitson, Tony, 1995, 'Taking the initiative' (balance between planning and the Government's private finance initiative), Planning Week 3 (19), 11.5.95.

Lawrence Graham Solicitors, 1998, 'Public/Private Partnership: key legal-practical issues', Lawrence Graham, London.

Ledbury, Matthew, 2005, 'Private Finance Initiative needs further improvement to properly come of age', Local Transport Today 416, 28.4.05 p9

Local Government Association (LGA), 26 Chapter Street, London SW1P 4ND, tel. (020) 7834 2222:
- website: http://www.lga.gov.uk
'The agenda for public services in the new parliament', 2001, http://www.lga.gov.uk/lga/research/dcuments/PublicServices.pdf
'Something Old, Something New', June 2003 and at http://www.lga.gov.uk

Local Government Information Unit (LGIU):
'Public private partnerships: opening the public private debate', available from Central Books, London, tel. (020) 8986 5488, ISBN 190373116X.

Local Government Management Board (became the Improvement and Development Agency, IDeA, in April 1999) & Local Government Association, 1998, 'Local Authorities' attitudes to Private Sector Finance', LGMB, London.

London Development Agency, 2003, 'Private Finance and Economic Development', LDA, London, http://www.lda.gov.uk

Marrs, Colin, 2003, 'Something borrowed, something new' (Private Finance Initiative funding), Regeneration & Renewal, 24.10.03, pp20-21

McLean, Iain & McMillan, Alistair, 2003, 'New Localism, New Finance', New Local Government Network, tel. (01904) 431213, email: network@nlgn.org.uk

Millar, David, 2004, 'The future's white' (lighting PFIs), Surveyor 191 (5806), 19.11.04, pp15-18

Mousdale, Michael & Burns, Graham, 1999, 'There is absolutely nothing to be afraid of ... (PFI and Councils), Municipal Journal 19.3.99, pp21-23.

National Audit Office (NAO), London
- website: http://www.nao.gov.uk
- publications available from tel. (0845) 702 3474:
Examining the value for money of deals under the PFI', TSO, London, 1999.
'Managing the relationship to secure a successful partnership in PFI projects', December 2001.
'Joining up to improve public services', December 2001, and on the NAO website.
'Joining up to improve public services' ISBN 01209 12246, http://www.nao.gov.uk/publications/nao-reports/index.htm#2001-2002
'Better Public Services Through E-Government', April 2002.

New Economics Foundation, London:
'Finance for Local Development: New Solutions for Public-Private Action, September 2001, and available via http://www.localdeveurope.org

New Local Government Network, 1 Chapel Court, Borough High Street, London SE1 1HH,
tel. (020) 7357 0051/0116, fax. (020) 7357 0051, email: network@nlgn.org.uk
- website: http://www.nlgn.org.uk
- publications available from Central Books, London, tel. (020) 8986 5488
'New Localism, New Finance', September 2003.

Norton Rose, 2006, ‘The Future of Waste PFI, Norton Rose, http://www.nortonrose.com, March.

Office for Public Management (OPM), 252B Gray's Inn Road, London WC1X 8JT,
tel. (020) 7837 9600, fax. (020) 7837 6581, email: office@opm.co.uk
- website: http://www.pm.gov.uk/opsr
'Current Issues no. 2, 'Mission and Sttrategy in the Public Sector' (by Stewart Ranson et al.), 1992?
'Current Issues no. 9, 'Public Sector Market Forces' (by Graham Mather, etc), 1996.
'Current Issues no. 10, 'Organisational Learning' (by Donald Schon et al.), 1996.
'Reforming our Public Services', 2002 and on the OPM website.

Office of Public Services
- website: http://www.pm.gov/opsr
'Leading from the Front Line', October 2003.

Office of the Deputy Prime Minister (took over responsibility for local government, planning, housing and regeneration
from the DTLR in May 2002)
- replaced in May 2006 by the Department for Communities and Local Government (DCLG)
- website: http://www.odpm.gov.uk
'Refinancing of Early Private Finance Initiative Transactions: Code of conduct', November 2002, http://www.info4local.gov.uk/searchreport.asp?id=13061&heading=e-mail+alert
'Factors Affecting the Level and Form of Private Investment in Regeneration', May 2003, http://www.info4local.gov.uk/searchreport.asp?id=15347&heading=e-mail+alert
'Information on Recently Endorsed Private Finance Initiative Schemes', April 2004, http://www.info4local.gov.uk/searchreport.asp?id=19631&heading=e-mail+aler
'Endorsed Private Finance Initiative Projects', June 2004, http://www.info4local.gov.uk/searchreport.asp?id=19632&heading=e-mail+alert
'Information on Recently Endorsed Private Finance Initiative Schemes', June 2004,
'Endorsed Private Finance Initiative Projects', June 2004, http://www.info4local.gov.uk/searchreport.asp?id=19632&heading=e-mail+alert
'Information on Recently Endorsed Private Finance Initiative Schemes', June 2004, http://www.info4local.gov.uk/searchreport.asp?id=19631&heading=e-mail+alert
'Private Finance Initiative: Local authority projects endorsed by the Interdepartmental Project Review Group', March 2005,
http://www.info4local.gov.uk/searchreport.asp?id=23777&heading=e-mail+alert'
'Local Government Private Finance Initiative: Project support guide - 2005-06', May 2005,
http://www.info4local.gov.uk/searchreport.asp?id=24169&heading=e-mail+alert
'ODPM Housing Private Finance Initiative Financial Model: User guidance', December 2005.

Pollock, Allyson & Price, David, 2004, 'Public Risk for Private Gain', ?
Pollock, Allyson, 2005?, 'NHS plc', ?

Public Management Foundation (PMF), 165 Gray's Inn Road, London WC1X,
tel. (020) 7278 1712, fax. (020) 7713 1515, email: pmf@pmfoundation.org.uk
'The Future for Public Services 2008', 1998?

Public Private Partnership Programme, 2004, 'Housing Private Finance Initiative Procurement Pack', PPPP, London, http://www.4ps.co.uk/Home.aspx?PageID=4.1.1.1

Royal Institution of Chartered Surveyors (RICS), 12 Great George Street, Parliament Square,
London SW1P 3AD, tel. (020) 7222 7000
- RICS Books, Surveyor Court, Coventry CV4 8JE:
'Considering Private Finance for Public Sector Works: How They Do It Over There', 1995.
'The Private Finance Initiative: the Essential Guide', 1995.
'Accessing Private Finance: the Availability and effectiveness of Private Finance in Urban Regeneration', 1998.
'The future for Public Sector Funding of Regeneration Projects in England', January 2000.
'Quantifying Quality: PFI and the Delivery of Public Services', April 2005,
http://www.rics.org/NR/rdonlyres/0E99DEA9-366F-433E-9C28-9F47C5E695DB/0/50027...

Stoker, Gerry & Travers, Tony, 2001, 'A New Account? Choices in Local Government Finance', Joseph Rowntree Foundation, York, tel. (01904) 629241, ISBN 1 84263 016 4

The Housing Corporation, publications available from HC Publications Unit,
149 Tottenham Court Road, London W1P OBN,
tel. (020) 7393 2000 / 7398 2228, fax. (020) 7393 2111
- website: http://www.housingcorp.gov.uk:
'Good Practice Guide for Housing Private Finance Initiative', February 2005, http://www.info4local.gov.uk/searchreport.asp?id=23432&heading=e-mail+alert

The Scottish Executive, Edinburgh
- website: http://www.scotland.gov.uk
'Findings from Working Communities: Influencing Mainstream Services', March 2002, http://www.scotland.gov.uk/cru
'Promoting Excellence in Sctotland: A Guide to Quality schemes and the Delivery of Public Services', February 2003, http://www.scotland.gov.uk/library5/finance/pesg-00.asp

The Scottish Office, Edinburgh (former): Scottish Office / The Scottish Executive
Development Department Planning Advice Notes:
PAN 55: The Private Finance Initiative and Planning, 1999.

Tindall, Neil, 2005, 'Casting light on fresh funding' (PFI in streetlighting), Surveyor, 10.11.05, pp16-18

Tuxworth, Ben, 2004, 'Private finance, public promise', (PFI as a path to green building), (Forum for the Future) Green Futures, November/December, pp38-43

UK Government:
'Strong Local Leadership - Quality Public Services', TSO, London, 2001. ISBN 0 10 153272 5

Wilson, John (ed.), 1999, 'Financial Management for the Public Services', Open University Press, April.

Detailed Topic Index / Main Planning bibliographies Index
For relevant addresses, telephone/fax numbers, email & website addresses see
PLANNING & PLANNING RELATED ORGANISATIONS