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Private finance initiative (PFI) academies: model documents

Model documents for PFI schools converting to academy status.

Applies to England

Documents

PFI amends to master funding agreement

PFI academy school agreement

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PFI academy principal agreement

PFI academy deed of variation: single academy

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PFI academy deed of variation: multi-academy BSF

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

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PFI academy long term lease

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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.

Updates to this page

Published 5 December 2012
Last updated 16 June 2022 + show all updates
  1. 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. Added a link to 'Church academies: model documents'.

  3. 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. Updated 'PFI academy principal agreement'.

  5. 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. Updated version of the PFI academy principal agreement.

  7. First published.

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