Guidance

PFI Contract Management Document Stocktake

A practical guide to ensuring you have the right documents for PFI contract management

Documents

NISTA PFI Contract Management guidance: Document Stocktake

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NISTA PFI Contract Management: Document Stocktake - Toolkit 1 Contract Document Checklist

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NISTA PFI Contract Management: Document Stocktake - Toolkit 2 Operational Document Checklist

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If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email digital.communications@hmtreasury.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Purpose of this guidance:

  1. Explain what a document stocktake is and why it matters in PFI contract management
  2. Provide a structured approach to carrying out a document stocktake
  3. Help you identify, locate, and address gaps in your contract and operational documents
  4. Support effective document management and risk reduction
  5. Introduce practical toolkits to support document tracking and organisation.

Updates to this page

Published 26 March 2026

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