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BSF Standard Documents
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
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.
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
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: