Scottish Capital Investment Manual Cover slide Style 4 (choose one, delete the rest) New Scottish Capital Investment Manual Final Consultation Paul Mortimer Asset Management Policy Advisor

Readiness for Consultation: Slide style containing only text 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 N.B. Body Copy always uses Dark Blue NHS colour.

What we set out to do: Just a refresh to... Slide style containing only text 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 FS2, 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 N.B. Body Copy always uses Dark Blue NHS colour.

SCIM Investment Cycle Image Only Slide Service Planning Local Delivery Plan (LDP) Property & Asset Management Strategy (PAMS) Strategic Assessment (SA) Initial Agreement (IA) Outline Business Case (OBC) Full Business Case (FBC) Construction Project Monitoring & Evaluation (PME) Shadow effect to be used: “Drop Shadow Rectangle” N.B. Always leave enough white space (margin) around the image, so it can breathe. N.B. When scaling images/objects, please hold Shift key while scaling, to keep proportional shapes)

Updates since Soft Launch Chapter Page Style 3 (choose one, delete the rest) Updates since Soft Launch

SCIM Process Diagram Image Only Slide Shadow effect to be used: “Drop Shadow Rectangle” N.B. Always leave enough white space (margin) around the image, so it can breathe. N.B. When scaling images/objects, please hold Shift key while scaling, to keep proportional shapes)

Strategic Assessment: Slide style containing only text 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 N.B. Body Copy always uses Dark Blue NHS colour.

Initial Agreement: Further update prepared Slide style containing only text 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 N.B. Body Copy always uses Dark Blue NHS colour.

Outline Business Case: Slide style containing only text 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 N.B. Body Copy always uses Dark Blue NHS colour.

Outline Business Case: Slide style containing only text 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 N.B. Body Copy always uses Dark Blue NHS colour.

Outline Business Case: Slide style containing only text 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 N.B. Body Copy always uses Dark Blue NHS colour.

Outline Business Case: Slide style containing only text 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 N.B. Body Copy always uses Dark Blue NHS colour.

Outline Business Case: Slide style containing only text 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 N.B. Body Copy always uses Dark Blue NHS colour.

Full Business Case: Changes to Full Business Case: Slide style containing only text 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 N.B. Body Copy always uses Dark Blue NHS colour.

Next Steps: Revised documents to be uploaded to SCIM website Slide style containing only text 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 (?) N.B. Body Copy always uses Dark Blue NHS colour.

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