Joint Development Phase Agreement
The template agreement to be signed by the successful Invitee from the Request for Proposal phase as part of proceeding to the Joint Development Phase.
Other sample legal templates
Sample legal templates have been developed to assist proponents in the drafting of a range of transaction documents related to a PAD. Note these templates are in the process of being reviewed and are subject to change.
This includes a sample Implementation Agreement, Direct Deed and Services Subcontract, which have been provided below.
Sample legal templates have also been developed to support proponents securing finance through the guarantor model (for example, through debt and philanthropic funding).
This includes a sample Master Guarantee Deed, Loan Agreement, Guarantor Accession Deed Poll, Pledge Deed and Side Deed.
These legal contract templates are designed to be scalable to the needs of individual PADs. Users may remove sections that don't apply or include additional sections as required.
A Creative Commons Licence has been granted in relation to the copyright in a document. The terms of this licence accord with the relevant copyright notice specified for that document. Please refer to the relevant document.
Investor engagement guidance paper
DTF has released a guidance paper to help service providers build deeper capabilities, engage investors and participate in PADs.
This paper seeks to support future PADs and collaborations on social investment, in response to feedback that the social services sector had limited capabilities in investor engagement.
The paper highlights key steps and considerations in the investor engagement process. It draws on additional papers and insights from Social Ventures Australia and Anglicare Victoria.
Future Directions in Partnerships Addressing Disadvantage: Consultation paper
DTF undertook a public consultation to help shape the future direction of the Government’s PADs initiative and social investment strategy. Through this process, DTF received almost 30 written submissions and engaged with many more stakeholders through our open door sessions.
DTF heard through the consultation that there is strong interest in social investment including PADs and the Early Intervention Investment Framework (EIIF). However, organisations face some barriers in participating in EIIF and PADs. Several submissions noted:
- there is limited access to and understanding of government held data when preparing a proposal
- preparing a proposal can be resource and time intensive, and/or require specialist skills that smaller organisations may not currently possess
- clearer parameters for outcome measures at the Request for Proposal stage can reduce ambiguity when preparing proposals and streamline the Joint Development Phase
- uncertainty about when PADs opportunities would be offered made it difficult to plan ahead
- organisations had limited investor engagement capabilities that made it difficult for them engage in PADs.
The Government has worked to address this feedback through the new Maximising outcomes through social investments initiative and the investor engagement guidance paper.
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