Shared ownership documents

These materials are published for general information only. They do not constitute legal, commercial, financial or professional advice and should not be relied on as such. Before using these materials or entering into any transaction, you should obtain your own independent legal and financial advice from a qualified professional.

Start with the shared ownership model documents. Depending on your project, you may also need the separate project documents.

If your project is in Scotland or Northern Ireland, use the relevant national documents and take legal advice on which core and nation-specific documents should be used together.

Core template and guidance documents for early-stage discussions and the joint venture, shared revenue and split-site models.

Includes: 

• General documents 
  • early collaboration
  • memorandum of understanding 
  • joint venture heads of terms
  • split-site heads of terms 

  • mutual confidentiality agreement

     

• Joint venture 
  • model articles of association
  • shareholders’ agreement
  • share purchase agreement
  • shareholder loan agreement
  • debenture

  • share charge

     

• Shared revenue model 
  • revenue sharing agreement 
  • loan agreement 
  • debenture 

  • share charge

     

• Split-site model 
  • asset transfer agreement 
  • deed of novation 
  • grid sharing agreement 
  • power purchase agreement 
  • asset management agreement 
  • share purchase agreement

Commercial, construction and property documents that may be relevant alongside the shared ownership model documents.

Includes: 

• operation and maintenance contract 
• parent company guarantees for EPC and services contracts
• EPC contract and associated schedules
• contractor and subcontractor collateral warranties
• services contract
• real-estate guidance

Documents prepared for projects in Northern Ireland, including model, commercial and construction, and real-estate materials.

Includes: 

• Joint venture model 
  • articles of association 
  • shareholders’ agreement 
  • share purchase agreement 
  • debenture 

  • share charge

     

• Shared revenue model 
  • revenue sharing agreement 
  • debenture

  • share charge

     

• Split-site model 
  • asset transfer agreement 
  • power purchase agreement negotiating guide 

  • asset management agreement 

     

• Commercial and construction documents 
  • operation and maintenance contract
  • EPC contract 
  • collateral warranties 

  • services contract

     

• Real-estate guidance

Scottish documents, amendments, security materials and real-estate guidance. Some of these documents may need to be used alongside the core shared ownership model or project documents.

• Joint venture model 
  • schedule of amendments for projects in Scotland 
  • share purchase agreement materials 
  • shareholder loan agreement materials 
  • Scottish share security 
  • Scottish security agreement 
  • standard security

  • associated guidance

     

• Shared revenue model 
  • facility agreement materials
  • Scottish share security
  • Scottish security agreement 
  • standard security 

  • associated guidance

     

• Split-site model 
  • asset transfer agreement 

  • materials schedule of amendments for projects in Scotland

     

• Scottish real-estate guidance