Standard Form LIFT DocumentsCommunity Health Partnerships Standard Form LIFT Documents can be used across projects of all values and complexities

Standard Form LIFT Documents

Community Health Partnerships Standard Form Templates of key project documents have recently been updated so that they are sufficiently flexible to be used cost effectively across projects of all values and complexities.

Since their original introduction, there have been a number of statutory, organisational and structural changes.

As part of our commitment to continuous improvement, we have considered updating, particularly with reference to:

  • Improving value for money and best practice
  • Reflecting best practice with the new PF2 principles
  • Responding to legislative updates.

Lease Plus Agreement

The Lease Plus Agreement (LPA) is effectively the template project agreement for each project provided by the LIFTCo where it owns the site.

It is based on a commercial lease with additional provisions to benefit the public sector (or GP) tenant, including a duty to provide premises suitable for specified use(s), buildings maintenance for the term of the lease, a guaranteed right to buy at the end of the term, and a facility for making deductions for non-availability during the term.

It should be noted that as this developed through implementation on projects, the documentation will be amended and that for new projects the latest version should always be downloaded from these pages of the website.

Changes made to the LPA v5

A summary of the changes we have made to the LPA v5 can be found in the LPA Briefing Note.

The goal is to have a new standard form that is sufficiently flexible to be used cost effectively across projects of all values and complexities.  CHP will then enforce the use of the new standard form with project specific derogations being the only changes allowed (if a good case has been made).

The following two documents provide a summary of the changes comparing v5.1 to v5.

Prior to the current LPA v5.1 (published in October 2014), the following two iterations of the Standard LPA were available:

Land Retained Agreement

We have been made aware of a number of local LIFT projects which would like to take forward schemes with the land being retained in the ownership of the public sector.

The ‘beta’ version of the LRA v5.1 is now available to download using the links below.

LRA v5.1 is the standard form for all LRA transactions undertaken with CHP.

It should be noted that, as this develops through implementation on projects, the documentation will be amended and that for new projects the latest version should always be downloaded from these pages of the website.

Changes made to LRA

A summary of the changes we have made to the LRA can be found in the LRA Briefing Note.

Strategic Partnering Agreement v5

The Strategic Partnerships Agreement provides a 20 year framework in which the partnership between LIFTCo and the public sector participants can operate.

Fundamentally, the agreement provides for LIFTCo to develop affordable value for money proposals for New Projects to meet the needs identified by the public sector in the annual update of the SSDP and for the private sector to provide additional services to complement those of the public sector in the locality.

Shareholder Agreement v5

The Shareholder Agreement prescribes procedures and processes for the management and operation of the LIFTCo to meet the requirements of all the shareholders.

In particular, it provides certain additional protection and limited controls for the minority shareholders.

Business Case Approval Guidance for Commissioners in areas with existing LIFTCos (2009)

This guide outlines what is required to complete a business case for any New Project brought forward by Commissioners in areas that have an existing LIFTCo.

It also sets out what is expected in a business case, the fundamentals of a good project in terms of what LIFTCos and their public sector partners need to do, when they need to do it and how they can do it.

This guidance is not simply a list of instructions; it is also intended to help you with practical examples and links to best practice.

Business Care Approval Guidance for LIFTCos (2009)