Guidance

The Sourcing Playbook

Key policies and guidance for making sourcing decisions for the delivery of public services

• From: Cabinet Office and Government Commercial Function
• Published: 20 May 2021
• Last updated: 23 April 2024 — See all updates

Documents

The Sourcing Playbook (PDF)

PDF, 3.11 MB, 78 pages

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The Sourcing Playbook (HTML)

HTML

Using the Playbook in Conjunction with Framework Agreements (PDF)

PDF, 214 KB, 8 pages

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Using the Playbook in Conjunction with Framework Agreements (HTML)

HTML

Should Cost Modelling guidance note

PDF, 439 KB, 24 pages

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Delivery model assessment guidance note

PDF, 1.17 MB, 32 pages

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Bid evaluation guidance note

PDF, 2.08 MB, 34 pages

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Assessing and monitoring the economic and financial standing of suppliers guidance note (PDF)

PDF, 603 KB, 58 pages

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Assessing and monitoring the economic and financial standing of suppliers guidance note (HTML)

HTML

Benefits measurement guidance note

PDF, 293 KB, 8 pages

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Market management guidance note

PDF, 518 KB, 25 pages

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Approvals process guidance note

PDF, 217 KB, 5 pages

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Testing and piloting services guidance note

PDF, 1 MB, 33 pages

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Risk allocation and pricing approaches guidance note

PDF, 1020 KB, 45 pages

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Competitive dialogue and competitive procedure with negotiation guidance note

PDF, 525 KB, 33 pages

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Resolution planning guidance note

PDF, 832 KB, 29 pages

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Financial viability risk assessment tool

MS Excel Spreadsheet, 792 KB

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Corporate Financial Distress Guidance note (PDF, 345KB)

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1165661/Corporate_Financial_Distress_Guidance_Note.pdf

Details

The Sourcing Playbook is the third annual update to the Outsourcing Playbook, capturing best practice from across government within 11 key policies that all central departments are expected to follow. The new Consultancy Playbook provides specific guidance on sourcing consultancy services.

Access ‘Should Cost Modelling: Tools and Templates’

Published 20 May 2021
Last updated 23 April 2024 + show all updates

1. 23 April 2024

   Replaced the Financial Viability Risk Assessment tool with a newer version.

2. 18 January 2024

   Updated the Financial Viability Risk Assessment tool with version 5.6

3. 18 January 2024

   Added a link to the document: Corporate Financial Distress Guidance note (PDF, 345KB)

4. 16 August 2023

   Replaced the Financial viability risk assessment tool with the latest version.

5. 6 July 2023

   Updated the Financial viability risk assessment tool

6. 20 June 2023

   Added the documents: Using the Playbook in Conjunction with Framework Agreements, Assessing and monitoring the economic and financial standing of suppliers guidance note Updated the following documents: The Sourcing Playbook, Financial viability risk assessment tool

7. 5 September 2022

   Updated with the latest version of The Consultancy Playbook

8. 20 May 2021

   First published.