【開講】
Range of Government Procurement Methods (1/3)
除了
受管制的三種企業
(Regulated),
如天然氣
(
家庭燃料
),
電業
,
及家庭自來水及污排水
將在
(3/3 Asset Management), PPP/PFI (
2/3),
另有各
自
的管理及
規範
外
凡動用政府預算採購者
;
凡動用政府預算採購物品及服務時, 均適用于下列各準則
;
A)
HM Treasury: Green Book - Handbook for Public Project Evaluation & Appraisal
A-1) Green Book supplementary guidance
A-2) Guidance Green Book supplementary guidance: valuation of energy use and greenhouse gas emissions for appraisal
A-3) The Orange Book Management of Risk - Principles and Concepts (Used together with Green Book & Supplementary Guidances)
B) Roads & Highways - Project Evaluation & Guides
(Australia)
C) Roads & Highways - Block Maintenance - Term Contract (UK)
D) Value for Money - Public Accounts Committee publishes report on Value for Money programme
E) Spending Review
F
)
G) Co-sourcing
H) Outcome-based payment schemes: government's use of payment by results
I) Single Source Regulations Office
此為英國財政部為政府工程服務招標前, 主管單位于規劃階段必作
評估分析手冊
A)
HM Treasury: Green Book - Handbook for Public Project Evaluation & Appraisal
Guidance
-
HM Treasury: Green Book
-
HMT Green Book: supplementary guidance (Collection)
-
HMT Green Book supplementary guidance: environment
-
Green Book supplementary guidance:
valuation of energy use and greenhouse gas emissions for appraisal
-- Valuation of energy use and greenhouse gas emissions for appraisal
-- Background documentation for guidance on valuation of energy use and greenhouse gas emissions
--
Guidance for using the toolkit
-- IAG spreadsheet toolkit for valuing changes in greenhouse gas emissions
chrome-extension://
--
Data tables 1-20: supporting the toolkit and the guidance
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-- Template for reporting emissions savings
chrome-extension://
-
Using evidence and analysis to inform energy and climate change policies section of GOV.UK
- Policy paper 2010 to 2015 government policy: energy and climate change, evidence and analysis
A-1)
Green Book supplementary guidance
A-2)
Guidance Green Book supplementary guidance: valuation of energy use and greenhouse gas emissions for appraisal
Green Book supplementary guidance: valuation of energy use and greenhouse gas emissions for appraisal
https://www.gov.uk/government/
Guidance : Green Book supplementary guidance: valuation of energy use and greenhouse gas emissions for appraisal
Valuation of energy use and greenhouse gas (GHG) emissions Supplementary guidance to the HM Treasury Green Book on Appraisal and Evaluation in Central Government
Valuation of energy use and greenhouse gas (GHG) emissions Background documentation
GHG emissions and energy appraisal: Toolkit guidance
Supporting detail: Policy appraisal
Collection HMT Green Book: supplementary guidance
The Green Book: appraisal and evaluation in central government
The Green Book
Policy Using evidence and analysis to inform energy and climate change policies
Supporting detail: Policy appraisal
Policy Reducing the impact of regulation on business
Valuation of energy use and greenhouse gas emissions for appraisal
Background documentation for guidance on valuation of energy use and greenhouse gas emissions
Guidance for using the toolkit
IAG spreadsheet toolkit for valuing changes in greenhouse gas emissions
Guidance The Green Book: appraisal and evaluation in central government
Policy paper 2010 to 2015 government policy: energy and climate change, evidence and analysis
A-3)
The Orange Book Management of Risk - Principles and Concepts (Used together with Green Book & Supplementary Guidances)
https://www.gov.uk/government/
Guidance The Green Book: appraisal and evaluation in central government
Collection HMT Green Book: supplementary guidance
B)
Roads & Highways - Project Evaluation & Guides
(Australia)
https://www.
Guide to Project Evaluation — SET
Guide to Project Evaluation Part 1: Introduction to Project Evaluation
Guide to Project Evaluation Part 2: Project Evaluation Methodology
Guide to Project Evaluation Part 3: Models and Procedures
Guide to Project Evaluation Part 4: Project Evaluation Data
Guide to Project Evaluation Part 5: Impact on National and Regional Economies
Guide to Project Evaluation Part 6: Distributional (Equity) Effects
Guide to Project Evaluation Part 7: Post-completion Evaluation
Guide to Project Evaluation Part 8: Examples
Austroads Glossary of Terms (2015 Edition)
Maintaining strategic infrastructure: roads
C) Roads & Highways - Block Maintenance - Term Contract
Highways maintenance review group
Terms of reference
Code of practice on transport infrastructure assets: the story so far and future plans
Highways maintenance block funding review: discussion paper
Integrated transport block formula: explanatory note
Maintenance block formula: explanatory note
CSR07 Guidance on Measuring and Reporting Effi ciency Gains
Maintenance Block Formula: explanatory note
http://tinyurl.com/jddn2jq
Interval Maintenance Threshold Example
http://bit.ly/29sQPSJ
Maintenance Phase Properties
http://bit.ly/29sRfs8
Integrated transport block and highways maintenance
http://bit.ly/29rtZhN
Code of Practice on Transport Infrastructure Assets – The Story So Far and Future Plans
http://tinyurl.com/zo4wln9
4TH GENERATION TERM CONTRACT FOR MANAGEMENT AND MAINTENANCE OF THE SCOTTISH TRUNK ROAD NETWORK NORTH WEST UNIT
http://tinyurl.com/jjpu688
CONTRACTING FOR ROAD AND HIGHWAY MAINTENANCE - HOW-TO GUIDE
http://tinyurl.com/jsf5kza
Highways maintenance funding allocations: 2015/16 to 2020/21
http://bit.ly/29ru59c
D)
Value for Money
Public Accounts Committee publishes report on Value for Money programme
Progress with VFM savings and lessons for cost reduction programmes
Full report - Auditor's Report
http://tinyurl.com/zryw44t
Ministry of Defence: Independent review of reported CSR07 value for money savings
http://tinyurl.com/hmkdcxv
HM Revenue & Customs: Independent review of reported CSR07 value for money savings
http://tinyurl.com/juyh4sg
Department for Education: Independent review of reported CSR07 value for money savings
http://tinyurl.com/gmcbzy3
Value for Money delivery agreement
Delivering public services through markets: principles for achieving value for money
Ministry of Defence: Independent review of reported CSR07 value for moneysavings
HM Revenue & Customs: Independent review of reported CSR07 value formoney savings
Getting value for money from the education of 16 to 18 year olds
https://www.nao.org.uk/report/
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Department for Education: Independent review of reported CSR07 value formoney savings
Assessing the value for money of OGCbuying.solutions
https://www.nao.org.uk/report/
Assessing the value for money of OGCbuying.solutions
Value For Money in public sector corporate services - A joint project by the UK Public Sector Audit Agencies
https://www.nao.org.uk/report/
Value For Money in public sector corporate services
Independent Reviews of reported CSR07 Value for Money savings
Value for money assessment for major bus-related schemes
VALUE FOR MONEY TOOLKIT for LOCAL HIGHWAYS SERVICES Promoting Improvement and Efficiency in Local Highways services
Value for money assessment for the integrated transport block
Local transport capital block funding
IT review group
(
Integrated Transport Block funding formula
)
:
Terms of reference
E) Spending Review
Spending Review
http://bit.ly/29sTJac
A country that lives within its means - Spending Review 2015
http://tinyurl.com/jfvg8ag
Public Spending Reviews: design, conduct, implementation
http://tinyurl.com/jdsqfjr
New Realities in Construction - The Comprehensive Spending Review
http://tinyurl.com/hpk5t7c
Proposal for analysis of spending reviews
http://tinyurl.com/htc92th
TECHNICAL ASSISTANCE REPORT—ESTABLISHING A SPENDING REVIEW PROCESS
http://tinyurl.com/z3wjwet
UK The Spending Review framework
http://tinyurl.com/j2sbdse
Comprehensive Spending Review 2015 - five ways to avoid undermining ambitions for nature
http://bit.ly/29sV2FV
Better Use of Public Money -The Contribution of Spending Review and Performance Budgeting
http://tinyurl.com/zvs8un9
2015 Comprehensive Spending Review: Creating a resilient economy
http://goo.gl/NlRukl
F
)
Over-optimism in government projects | National Audit Office (NAO)
Full Report
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http://www.nao.org.uk/report/
NAO Guide: Initiating successful projects
Managing risks in government
Lessons from cancelling the InterCity West Coast franchise competition
High Speed 2: A review of early programme preparation
Lessons from major rail infrastructure programmes
Procuring new trains
Improving passenger rail services through new trains
Lessons from major rail infrastructure programmes
G)
Co-sourcing
- an innovative alternative to outsourcing which is helping Singapore’s Government Digital Service minimise risk and retain new skills in the public sector.
GovInsider interview
H)
Outcome-based payment schemes: government's use of payment by results
Full report
Analytical framework for decision-makers
ICF International Report
Briefing
Outcome-based payment schemes: government’s use of payment by results
“While its supporters argue that, by its nature, Payment by Results offers value for money, these contracts are hard to get right, which generates risk and cost for commissioners. Payment by Results potentially offers benefits such as innovative solutions to intractable problems. If it can deliver these benefits, then the increased risk and cost may be justified, but this requires credible evidence. Without such evidence, commissioners may be using this mechanism in circumstances to which it is ill-suited, to the detriment of value formoney.”
Payment by results (PbR) schemes are hard to get right, and are risky and costly for commissioners. Credible evidence for claimed benefits of PbR is now needed.
The government’s payment by results (PbR) schemes are now estimated by the National Audit Office to account for at least £15 billion of public spending. However, neither the Cabinet Office nor the Treasury currently monitors how PbR is operating across government.
Government has a growing portfolio of PbR schemes where payment depends, at least in part, on the provider achieving outcomes specified by the commissioner. The NAO report looked at a number of areas where PbR is now used, including welfare to work, family support, offender rehabilitation, and international aid.
In today’s report, the spending watchdog says that, without a common source of shared expertise and a strong evidence base, PbR schemes may be poorly designed and implemented, and commissioners are in danger of ‘reinventing the wheel’ for each new scheme.
Government’s experience to date has shown that PbR is a technically challenging form of contracting, not suited to all public services. But commissioners have often failed to explain why they have chosen to use PbR rather than alternative delivery mechanisms. The PbR mechanism carries costs and risks that government has often underestimated. Although PbR transfers some risk to the provider, commissioners need to be aware of the risks they retain: for example, that providers do not meet their objectives.
It takes time and effort to design PbR payment mechanisms that offer appropriate incentives to providers. If the payment offered is too high, the taxpayer could pay too much for the service; if too low, providers may not bid for the contract. A poorly designed scheme may create perverse incentives which lead providers to prioritise people who are easier to help and neglect those who are harder to help.
It is essential that commissioners establish performance expectations at the start of a scheme, and actively monitor and manage provider performance. Commissioners need to plan at the outset how they will evaluate both the effectiveness of the scheme as a whole, and the impact of using PbR to deliver public services. Amongst the NAO’s recommendations is that the Cabinet Office and Treasury identify a part of the government to be the repository of information and expertise about public sector use of PbR.
I)
Single Source Regulations Office
SSRO publishes full suite of Defined Pricing Structure (DPS) templates
Guidance - Defined Pricing Structure
Guidance - Principles
Guidance SSRO answers - updated
New guidance on profits on single source defence contracts published
Review of single source contract profit rate methodology 2015
Consultation on
Contract Profit Rate Guidance
Review of single source contract profit rate methodology 2015: Consultation paper
Guidance on adjustments to the Baseline Profit Rate
Guidance on adjustments to the Baseline Profit Rate - Response to consultation
Baseline Profit Rate Guidance Consultation Responses - consolidated
Contract Profit Rate: Guidance on adjustments to the Baseline Profit Rate
Baseline profit and capital servicing rates methodology (updated March 2016)
Single source baseline profit and capital servicing rates methodology
Key questions and answers on the baseline profit rate methodology
Review of single source contract profit rate methodology 2015: Response to consultation
Contract profit rate methodology: Consolidated responses
New method for calculating profit rate on single source defence contracts announced by SSRO
Collection : Qualifying defence contracts: reporting templates and user guides
Consultation outcome Programme of Value for Money Studies
Programme of Value for Money Studies Consultation paper
SSRO code of conduct
Qualifying defence contracts: reporting templates and user guides
Guidance 17. User guide for small or medium enterprise (SME) report
Guidance 16. User guide for strategic industry capacity report
Guidance 15. User guide for rates comparison report
Guidance 14. User guide for estimated rates agreement pricing statement
Guidance 13. User guide for qualifying business unit estimated cost analysis report
Guidance 12. User guide for qualifying business unit actual cost analysis report
Guidance 11. User guide for estimated rates claim report
Guidance 10. User guide for actual rates claim report
Guidance 09. User guide for on-demand contract report
Guidance 08. User guide for contract costs statement
Guidance 07. User guide for contract completion report
Guidance 06. User guide for interim contract report (lower value under £50 million)
Guidance 05. User guide for interim contract report (higher value £50 million or more)
Guidance 04. User guide for quarterly contract report
Guidance 03. User guide for contract reporting plan
Guidance 02. User guide for contract notification report
Guidance 01. User guide for contract pricing statement
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