New Scottish Capital Investment Manual Final Consultation Paul

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New Scottish Capital Investment Manual Final Consultation Paul Mortimer Asset Management Policy Advisor

New Scottish Capital Investment Manual Final Consultation Paul Mortimer Asset Management Policy Advisor

Readiness for Consultation: • • • Imminent launch of SCIM consultation Soft launch made

Readiness for Consultation: • • • Imminent launch of SCIM consultation Soft launch made documents available Feedback has resulted in further updates Boards will need to co-ordinate their responses Depending on feedback: • Workshop review event • Final updates • Launch new SCIM

What we set out to do: Just a refresh to. . . • Improve

What we set out to do: Just a refresh to. . . • Improve language, structure & readability • Greater emphasis on service based need for change • Make adaptable to FS 2, hub & NPD procurements • Align with Construction Procurement Review • Align with any changes to Greenbook • Consider scalability for smaller projects • Apply lessons learnt from previous projects & business cases

SCIM Investment Cycle Service Planning Project Monitoring & Evaluation (PME) Local Delivery Plan (LDP)

SCIM Investment Cycle Service Planning Project Monitoring & Evaluation (PME) Local Delivery Plan (LDP) Property & Asset Management Strategy (PAMS) Construction Full Business Case (FBC) Strategic Assessment (SA) Outline Business Case (OBC) Initial Agreement (IA)

Updates since Soft Launch

Updates since Soft Launch

SCIM Process Diagram

SCIM Process Diagram

Strategic Assessment: • No changes to current draft • Boards are reminded that: •

Strategic Assessment: • No changes to current draft • Boards are reminded that: • It is more than a form to fill in • Better ones suggest greater commitment • Needs to be a collaborative process • Further emphasis on this in 2017

Initial Agreement: • • Further update prepared Starts with current arrangements, then case for

Initial Agreement: • • Further update prepared Starts with current arrangements, then case for change More emphasis on narrative before summary tables Boards are reminded that: • Be upfront what project is about • Emphasis on strategic & service options • Need project specific benefits & risks • Avoid generic statements • Back up case with available evidence • More than one solution can be taken to OBC

Outline Business Case: Changes to Strategic Case to align with revisions to IA: •

Outline Business Case: Changes to Strategic Case to align with revisions to IA: • Have the current arrangements changed? • Is the case for change still valid? • Is the choice of preferred solution(s) still valid? • Need summary even if no changes • More complex projects may provide more detail

Outline Business Case: Changes to Economic Case & Option Appraisal Guide: • Minor drafting

Outline Business Case: Changes to Economic Case & Option Appraisal Guide: • Minor drafting changes • Suggested use of Design and Whole Life Procurement dashboard to present results • Boards are reminded that: • Vfm of implementing strategic / service solution(s) • GEM model recommended for economic appraisal • Optimism bias calc still needed • Final selection is a judgement based on assessment results

Outline Business Case: Changes to Commercial Case: • Minor drafting changes • Reference to

Outline Business Case: Changes to Commercial Case: • Minor drafting changes • Reference to NPD removed • Boards are reminded that: • Need to include series of different procurements • Proposals in OBC to be confirmed in FBC

Outline Business Case: Changes to Financial Case: • Further redraft carried out • Formatted

Outline Business Case: Changes to Financial Case: • Further redraft carried out • Formatted to align with other SCIM documents • Example template incorporated into body of guidance • Boards are reminded that: • Needs to be overseen by Finance Director

Outline Business Case: Changes to Management Case: • Minor drafting changes • Key roles

Outline Business Case: Changes to Management Case: • Minor drafting changes • Key roles & responsibilities aligned to ‘Baseline skillset for construction procurement’ • No changes to separate Benefits Realisation & Risk Management guides • New Project Monitoring & Service Benefits Evaluation guide • Boards are reminded that: • Operational Change Plan to include service change plan

Full Business Case: Changes to Full Business Case: • Updates to align with changes

Full Business Case: Changes to Full Business Case: • Updates to align with changes to OBC • Boards are reminded that: • Proposals in OBC to be confirmed in FBC • To demonstrate readiness to sign contract

Next Steps: • • • Revised documents to be uploaded to SCIM website Look

Next Steps: • • • Revised documents to be uploaded to SCIM website Look out for consultation notice Boards to identify SCIM lead Minimum 6 week consultation process Formal launch by end of year (? )

Any Questions? paulmortimer@nhs. net SCIM: final consultation Paul Mortimer Asset Management Policy Advisor

Any Questions? paulmortimer@nhs. net SCIM: final consultation Paul Mortimer Asset Management Policy Advisor