Guidance
PFI Contract Management Document Stocktake
A practical guide to ensuring you have the right documents for PFI contract management
Documents
PDF, 1010 KB, 10 pages
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MS Word Document, 513 KB
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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.
MS Word Document, 509 KB
This file may not be suitable for users of assistive technology.
Request an accessible format
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:
- Explain what a document stocktake is and why it matters in PFI contract management
- Provide a structured approach to carrying out a document stocktake
- Help you identify, locate, and address gaps in your contract and operational documents
- Support effective document management and risk reduction
- Introduce practical toolkits to support document tracking and organisation.
Updates to this page
Published 26 March 2026