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Private finance initiative (PFI) academies: model documents

Model documents for PFI schools converting to academy status.

• From: Department for Education
• Published: 5 December 2012
• Last updated: 16 June 2022 — See all updates

Applies to England

Documents

PFI amends to master funding agreement

MS Word Document, 79.9 KB

PFI amends to single funding agreement: mainstream

MS Word Document, 102 KB

PFI amends to supplemental funding agreement: mainstream

MS Word Document, 86.3 KB

PFI academy school agreement

MS Word Document, 249 KB

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PFI academy principal agreement

MS Word Document, 132 KB

PFI academy deed of variation: single academy

MS Word Document, 123 KB

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PFI academy deed of variation: multi-academy BSF

MS Word Document, 163 KB

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PFI academy deed of variation: multi-academy non-BSF

MS Word Document, 145 KB

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PFI academy long term lease

MS Word Document, 196 KB

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Details

Schools that form part of a closed private finance initiative (PFI) contract and who want to convert to an academy should use the documents on this page.

Use these documents to create your academy’s:

• funding agreement
• school agreement (this will replace any existing governing body agreement)
• principal agreement (this sets out DfE’s level of financial support to the local authority)

This is more guidance on the process for becoming an academy.

For schools with a religious character see Church academies: model documents.

Published 5 December 2012
Last updated 16 June 2022 + show all updates

1. 16 June 2022

   Updated single funding agreement: mainstream with the second (h) option from 7.2g to 7.2h on page 11, footnote 5 from (h) to (g) on page 10, and footnote 6 from (i) to (h) on page 11. Updated supplemental funding agreement: mainstream with clause 3N from 3N to 3O and clause 3.O from 3M to 3N on page 5, and the second (h) option from 5B(g) to 5B(h) on page 6.

2. 5 May 2022

   Added a link to 'Church academies: model documents'.

3. 23 December 2021

   Updated PFI amends for model funding agreements: 'PFI amends to master funding agreement', 'PFI amends to single funding agreement: mainstream' and 'PFI amends to supplemental funding agreement: mainstream'.

4. 30 September 2014

   Updated 'PFI academy principal agreement'.

5. 25 June 2014

   Added 3 model documents with amends for model funding agreements published from June 2014: 'PFI amends to master funding agreement', 'PFI amends to single funding agreement: mainstream' and 'PFI amends to supplemental funding agreement: mainstream'.

6. 14 January 2014

   Updated version of the PFI academy principal agreement.

7. 5 December 2012

   First published.