PFI Audit Tool

Thank you for your response. ✨

If you complete the audit tool below, Project PFI will get back to you within 3 working days with a free initial assessment as to how we could help you obtain better value on your PFI contracts. Don’t worry if you can’t answer all the questions; just fill in as much as you can and we will reply to you.

Name of School

Name of Trust

Local Authority

Contact Name

Contact Position (e.g. Principal / CEO / COO etc)

Phone Number

Email Address

Start date of PFI (YYYY-MM-DD)

End date of PFI (YYYY-MM-DD)

Nature of contracts (Hard FM / Soft FM / Catering etc.)

Size of School / Academy in m2

Typical No. of pupils on roll

1. Which services are subject to a PFI contract?

Hard FM payments Soft FM payments Lifecycle Payment Catering

2. Do you receive any additional income from the following sources to pay for your PFI contracts;

GAG funding Any additional ESFA funding Any catering rebate Any other PFI credits?

2b. If any other, please state

2c. Does the total of this additional income at least equal your PFI costs?

3a. Has there been a benchmarking exercise in the last 5 years?
If so, who carried out the exercise?

3b. Did this lead to an increase, decrease, or no change to the contribution charges?

3c. Did it lead to any operational changes?

3d. Did you have sight of the information against which the benchmarking exercise was undertaken?

4a. Does your contract cost cover core hours only?

4b. Does your contract include a fixed number of Additional School Periods that are part of the fixed charge?
If so, do you use all of these each year?

4c. Do you have any community use provision in your contract and do you pay separately for that provision?

5. Do you understand your Lifecycle Replacement / Asset Management plans?

6a. Do you engage with an effective helpdesk?

6b. Who logs jobs onto the helpdesk?

7a. Do you understand the definitions of “Unavailable”, and “Unavailable but used”?

7b. Do you know how to make claims against these?

7c. Do you receive any money for deductions?

7d. If so, what has the total been for those over the past 12 months?

8a. What contributions do you make towards Energy costs?

8b. Are these based on the utility invoices or the arrangements under the contract?

8c. Have you had any variations on the project that have increased the costs to you?

9. Does your contract include a full maintenance and lifecycle service for loose FF&E?

10. Do you know when your contract ends?
If so, how many years are left to run?

11. Are there any plans in place for “handback” and “post-handback” ?

Any Other Details

Thank you for your response. ✨

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