Framework documents, guidance, templates and tools for the delivery of Academies. This information is also available in a document which can be downloaded from Related documents.

1. General guidance

• Delivering Academy Building through PfS: Overview of Available Procurement Routes (June 2007)

2. Preparing for an Academy Project

Guidance documents

• Funding Guidance for BSF Projects including Academies (August 2007)
• Bundled and Batched Schemes delivered through the PfS National Framework (July 2007)
• Delivering Academy Buildings through PfS: The Design Group (June 2007)
• Project Manager/Technical Advisor Scope of Services (July 2007)
• Delivering Academy Buildings through PfS: The DCSF Project Manager and the Local Authority Project Manager (August 2007)

Template documents

• Framework User Project Support Funding (June 2007)
• Framework User Project Initiation Document (June 2007)

Tools

• Overview of National Framework (June 2008)
• Overview of LEP Procurement (June 2008)
• Pre-Procurement Checklist (June 2008)
• Project Plan (Microsoft Project version, in zip file) *
  * Some users are currently experiencing difficulty downloading the Microsoft Project version of the Project Plan. Please contact info@partnershipsforschools.org.uk to be sent a copy.  For reference, a pdf of the Plan is available below.
• Project Plan (PDF version)
• Design Development

3. Outline Business Case

Guidance documents

• The Design Brief

Template documents

• Outline Business Case template (June 2008)
• Outline Business Case Appendices (zip file) (April 2008)

Tools

• Design guidance
• Procurement Checklist (June 2007)

4. Initial Engagement and Short-listing

Guidance documents

• The Local Competition (May 2007)
• Summary of the National Framework Agreement

Template documents

• Memorandum of Understanding (July 2007)
• Confidentiality Agreement for the release of information relating to the PfS National Contractors Framework (July 2007)
• Preliminary Invitation to Tender for Local Competition (December 2007)

Tools

• Preliminary Invitation to Tender (PITT) Evaluation Matrix (December 2007)

5. ITT and Evaluation

Guidance documents

• The Local Competition (May 2007)

Template documents

• Invitation to Tender (ITT) templates (zip file) (July 2008)

Tools

• ITT Evaluation Matrix (August 2008)

6. Final Business Case and Contract Award

Guidance documents

• The Local Competition (May 2007)

Template documents

• Final Business Case
• Academy Development Agreement (Design & Build Contract) (July 2008) (zip file)
• The Deltaview showing changes to the Academy Development Agreement between August 2007 and July 2008 is included in the Academy Development Agreement zip file above
• Design and Build Contracts (PfS will provide these directly to Local Authorities)
• Derogations - see Standard Documents

Tools

• Overview of Development Agreement

One School Pathfinders

• PfS National Framework - Guidance on BSF and one school pathfinder projects