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 Documents
• Design and Build Contracts
• ICT Documents
• Derogations Guidance and Forms
• Voluntary Aided School template Documents and Guidance
• Governing Body Agreement template documents
• OJEU and PQQ Documents
• ITCD Documents
• IPD Documents (for Wave 5 onwards)
• Performance and Benchmarking

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 for Wave 5 onwards (November 2008)
• Strategic Partnering Agreement (January 2008)
• 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)
• Strategic Partnering Agreement and Shareholders' Agreement Summary (January 2008)

Shareholders' Agreement

• Shareholders' Agreement (November 2008)
• LEP Business Plan (November 2008)

PFI Documents

• PFI Project Agreement (December 2007)
• PFI Project Agreement Summary (December 2007)
• PFI Project Agreement and ICT Services Contract Interface Paper (April 2006)
• Payment Mechanism (Schedule 6 to the PFI Project Agreement) (February 2008)

The draft revised Output Specification (now called the Facilities and Services Output Specification) for consultation and for local authorities in Wave 5 onwards is available below. Please read the introductory comments that accompany the draft templates. The final version will be available here in Spring 2010.

• Facilities and Services Output Specification (zip file) (November 2008)

A presentation about the FSOS is available from the Design Guidance section of this website.

• Management Services Agreement (August 2007)
• 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)
• Design and Build Contract (Target Cost Option) (February 2008)
• Design and Build Contracts - Summary (June 2008)
• Design and Build Contract and ICT Services Contract Interface Paper (April 2006)

ICT Documents

• ICT Services Contract (December 2007)
• ICT Services Contract Commercial Principles Paper (April 2006)
• PFI Project Agreement and ICT Services Contract Interface Paper (April 2006)
• ICT Payment Mechanism (Schedule 5 to the ICT Services Contract) (January 2008)
• ICT Output Specification for local authorities in Wave 6 and beyond (October 2008)

Derogations Guidance and Forms

• Derogations Guidance (March 2010)

Voluntary Aided School Template Documents and Guidance

• Guidance on the Integration of the Voluntary Aided Sector (January 2008)
• Voluntary Aided Procurement Agreement (January 2008)
• Voluntary Aided Development Agreement (January 2008)
• 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 (June 2009) - see also Guidance on completing the BSF Standard Form OJ Contract Notice (June 2009)
• Descriptive Document for Wave 5 onwards (November 2008)
• Pre-Qualification Questionnaire for Wave 5 onwards (November 2008)
• PQQ Evaluation Matrix for Wave 5 onwards (November 2008)
• PQQ Appendix A to the Evaluation Matrix for Wave 5 onwards (November 2008)

ITCD Documents

• ITCD Financial and Technical Proformas (April 2007)
• Guidance on ITCD Financial and Technical Proformas (April 2007)

IPD Documents (for Wave 5 onwards)

• Invitation to Participate in Dialogue (IPD) for Wave 5 onwards (November 2008)
• Invitation to Submit Final Bids (ITSFB) for Wave 5 onwards (November 2008)
• Selected Bidder Letter for Wave 5 onwards (November 2008)
• Interface Issues Paper for use with ITCD up to Wave 4 and IPD for Wave 5 onwards (November 2008)
• IPD Initial Bid Checklist (November 2008)
• IPD Bid Summary Requirements (November 2008)

All of the revised IPD, OJEU, SPA and SHA documents for Wave 5 onwards, from the BSF Procurement Review, are available to download together in a zip file:

• IPD, OJEU SPA and SHA documents for Wave 5 onwards (November 2008)

Performance and Benchmarking

• PfS Benchmarking Procedure (October 2008)
• PfS Benchmarking Procedure Appendix 1 (October 2008)