The Toolkit is based on templates for Service Reviews, Options Appraisals and Business Cases. Appendices cover soft market testing and key questions for options appraisal.

There is renewed interest in management buy-outs (MBOs), social enterprises, the ‘John Lewis’ model and other mutual forms of ownership as an alternative to outsourcing or ‘partnerships’ with private contractors. The Briefing draws on historic and recent evidence. These options transfer a service from the public to the private sector and is thus privatisation. The form of private ownership, for example whether it is a public or private company, a cooperative, mutual, social enterprise or some other non-profit organisational model is a secondary matter. The fact of the matter is that the ownership of assets and employer responsibilities will transfer to the private or voluntary/third sector. A procurement process will still be required, irrespective of an MBO or social enterprise option. However, the MBO/social enterprise option effectively means that there will be NO in-house bid.

A report by the Campaign Against Climate Change trade union group which makes the case for 1 million new climate jobs. It explains the difference between climate and green jobs, how they will be funded, why and how the jobs will be created. A detailed report is planned in 2010. Dexter Whitfield, ESSU, advised on the job calculations.

The ESSU has produced a report for the Northern TUC, UNISON and UNITE into the safety and operational performance of Deutsche Bahn, currently one of two organisations processing through the final stages of competitive tendering to run Tyne and Wear Metro services for Nexus, the Tyne & Wear Passenger Transport Authority, the other ‘bidder’ being an in-house bid team.

ESSU has worked closely with UNISON Barnet in responding to Barnet Council’s Future Shape proposals. This has included responding to the October 2009 Cabinet report, production of a draft Corporate Procurement Strategy and a two-day commissioning and procurement training course. A detailed response to the Council’s latest proposals on the ‘personalisation’ of services is being produced.

Nexus, the Tyne & Wear Passenger Transport Authority, has been required to seek tenders for an operational contract, a government imposed condition of £300m public investment. ESSU Director, Dexter Whitfield, has been the trade union observer, on behalf of the Northern TUC, UNISON and UNITE, in the three week moderation stage of the bid evaluation process.

The ESSU worked with the University and College Union on their guide for branch activists on fighting privatisation. ESSU also produced a Commissioning and Procurement Guide on the marketisation and privatisation of tertiary education for the union’s internal use.

The new and expanded edition of the PPP Database covers 40 PPP local government contracts with a combined value of £8.1bn and employing 16,624 staff. It includes a new table on terminated contracts.

Barnet’s Future Shape programme has concluded that a single ‘vehicle’ for the delivery of all Council service was is not feasible. The Council now plans a three-stage process of consolidation, commissioning and provision under a ‘one Barnet public sector’ approach. This report is the joint trade union response to the second phase two Future Shape report to Cabinet on 6 July 2009.

Over the last two years Bury UNISON, with the support of ESSU, has opposed the possible outsourcing of corporate services to a Strategic Service-delivery Partnership with a private contractor. This has included involvement in Council working groups to assess current performance, evidence to Overview and Scrutiny and producing briefings for staff and elected members. The Council has decided continue current plans to develop and improve services and not commence procurement.