PfS has developed standard documentation for all aspects of BSF – ranging from procurement documents (OJEU notices and pre-qualification questionnaires) to contract documents (the 'BSF standard documents') that underpin both the long-term partnership and the delivery of the principal types of contracts (which may be PFI, conventionally-funded 'design and build' or ICT).

Please note that changes to the BSF standard documents will only be permitted for project-specific reasons which are approved by PfS.

Standard documents and templates are organised into the following categories:

• Strategic Partnering Agreement
• Shareholders' Agreement
• PFI Project Agreement
• PFI Payment Mechanism
• Output Specification
• Management Services Agreement
• Funders' Direct Agreement
• Design and Build Contracts
• ICT Services Contract
• ICT Payment Mechanism (Schedule 5 to the ICT Services Contract)
• ICT Output Specification
• Derogation Request Templates
• OJEU and PQQ documents
• ITPD documents
• ITCD documents
• Voluntary Aided School Template Documents and Guidance
• Governing Body Agreement Template Documents
• Procurement, Competition and Vires Opinions

All documents and guidance are regularly reviewed - the date in brackets shows the publication date. Where revisions are made to standard documents, we also include a 'Deltaview' document to show which changes have been made.

Strategic Partnering Agreement

• Strategic Partnering Agreement (January 2008)
• Deltaview Strategic Partnering Agreement (January 2008) showing changes as against March 2006 version
• Schedule 12 Partnering Services Specification (January 2008)
• Schedule 14 Part 1 - Collective Partnership Targets (January 2008)
• Schedule 14 Part 2 - Track Record and Key Performance Indicators (January 2008)
• Table of material amendments to the Strategic Partnering Agreement between March 2006 and the January 2008 version
• Strategic Partnering Agreement and Shareholders’ Agreement Summary (January 2008)

Shareholders' Agreement

• Shareholders’ Agreement (January 2008)
• Deltaview Shareholders’ Agreement (January 2008) showing changes as against March 2006 version
• Table of material amendments to the Shareholders’ Agreement between March 2006 and the January 2008 version
• Strategic Partnering Agreement and Shareholders’ Agreement Summary (January 2008)
• LEP Business Plan (May 2006)

PFI Project Agreement

• PFI Project Agreement (December 2007)
• Deltaview PFI Project Agreement (December 2007) showing changes as against March 2006 version
• PFI Project Agreement Summary (December 2007)
• PFI Project Agreement and ICT Services Contract Interface Paper (April 2006)

PFI Payment Mechanism

• Payment Mechanism (Schedule 6 to the PFI Project Agreement) (February 2008)
• Deltaview Payment Mechanism (February 2008) showing changes as against March 2006 version

Output Specification

• Output Specification Volume 1 (March 2005) (zip file)
• Output Specification Volume 2 (July 2008) (zip file)

The Area Data Sheets (Annex 2, Volume 2 of the Output Specification) have now been reviewed by PfS and a draft version for comment is included in Volume 2.

The Output Specification revision will follow in October 2008.

Management Services Agreement

• Management Services Agreement (August 2007)
• Deltaview Management Services Agreement (August 2007) showing changes as against 2005 version

Funders' Direct Agreement

• Funders' Direct Agreement (December 2007)
• Funders' Direct Agreement Summary Note (December 2007) 

Design and Build Contracts

• Design and Build Contract (Lump Sum Option) (February 2008)
• Deltaview Design and Build Contract (Lump Sum Option) (February 2008) showing changes against March 2006 version
• Design and Build Contract (Target Cost Option) (February 2008)
• Deltaview Design and Build Contract (Target Cost Option) (February 2008) showing changes against March 2006 version
• Design and Build Contracts - Summary (June 2008)
• Design and Build Contract and ICT Services Contract Interface Paper (April 2006)

ICT Services Contract

• ICT Services Contract (December 2007)
• Deltaview ICT Services Contract (December 2007) showing changes as against March 2006 version
• ICT Services Contract Commercial Principles Paper (April 2006)
• PFI Project Agreement and ICT Services Contract Interface Paper (April 2006)
• Design and Build Contract and ICT Services Contract Interface Paper (April 2006)

ICT Payment Mechanism

• ICT Payment Mechanism (Schedule 5 to the ICT Services Contract) (January 2008)
• Deltaview ICT Payment Mechanism (January 2008) showing changes as against June 2006 version

ICT Output Specification

• ICT Output Specification Template (August 2006)
• ICT Output Specification Guidance (August 2006)

Derogation Request Templates

• Local Authority Derogations Table (Approval for ITCD Release)
• Initial Bid Commentary Table
• Final Bid Commentary Table
• Preferred Bidder Letter Derogations Table
• Financial Close Derogations Table

Voluntary Aided School Template Documents and Guidance

• Guidance on the Integration of the Voluntary Aided Sector (January 2008)
• Voluntary Aided Procurement Agreement (January 2008)
• Deltaview Voluntary Aided Procurement Agreement (January 2008) showing changes against October 2005 version 
• Voluntary Aided Development Agreement (January 2008)
• Deltaview Voluntary Aided Development Agreement (January 2008) showing changes against October 2005 version 
• Deed of Novation for Voluntary Aided Schools (January 2008)
• Summary of amendments recommended to the standard form Project Agreement December 2007 to reflect the involvement of a VA School (January 2008)
• Summary of amendments recommended to the standard form ICT Services Contract December 2007 to reflect the involvement of a VA School (January 2008)

Governing Body Agreement Template Documents

• Voluntary Aided Governing Body Agreement (PFI and ICT) (January 2008)
• Voluntary Aided Governing Body Agreement (ICT) (January 2008)
• Community Schools Governing Body Agreement (October 2005)

Procurement Documents

OJEU and PQQ documents

• OJEU Contract Notice (April 2006)
• Memorandum of Information (March 2006)
• PQQ Information and Instructions (March 2006)
• PQQ Information Required from Bidders (March 2006)
• PQQ Scoring Matrix (March 2006)  

ITPD documents

• Invitation to Participate in Dialogue (ITPD) (March 2006)
• Descriptive Document (ITPD Stage) (March 2006) 
• ITPD Scoring Matrix (March 2006)

ITCD documents

• Invitation to Continue Dialogue (ITCD) (May 2006)
• ITCD Version Schedule 14, Part 2
• ITCD Volume 1-D(b) PFI Sample School Drawings Schedule (July 2006)
• ITCD Volume 1-E(b) ITCD Design and Build Sample School Drawings Schedule (July 2006) 
• ITCD Financial and Technical Proformas (April 2007)
• Guidance on ITCD Financial and Technical Proformas (April 2007) 
• ITCD Compliance Matrix (Volume 1-K) (November 2006)

Procurement, Competition and Vires Opinions

• Counsel's first summary opinion in relation to procurement issues
• Counsel's further summary advice in relation to procurement issues
• Counsel's opinion in relation to competition issues
• Counsel's opinion in relation to vires issues