Capital investment and property business case approval guidance for NHS trusts and foundation trusts
This guidance sets out the overarching principles relating to delegated limits and the business case approval process for capital investment and property transactions. This guidance is applicable to all NHS Trusts and foundation trusts.
The guidance also includes:
- a business case checklist for use by trusts in the production of business cases and NHS England in the review and approval of business cases
- advice on post project evaluations
- guidance on letters of support for capital business cases.
Capital investment and property business case approval guidance
- Capital investment and property business case approval guidance for NHS trusts and foundation trusts
- Annex 1 Business Case Checklist
- Annex 2 Post Project Evaluation Templates
- Annex 3 Guidance on letters of support for capital business cases
Guidance on the cash and capital regime for 2021/22
Guidance on the cash and capital regime for 2020/21
- Guidance on NHS system capital envelopes for 2020/21
- Reforms to the NHS cash and capital regimes for 2020/21 financial year
- Reforms to the NHS cash regime effective from 1 April 2020
Other guidance
- Capital regime, investment and property business case approval guidance for NHS trusts and foundation trusts
- Annex 1: Business case core checklist
- Annex 2: Clinical quality review guidance (applicable to foundation trusts in financial distress and to all NHS trusts)
- Annex 3: Guidance for producing the strategic outline case
- Annex 4: Strategic outline case – technical requirements
- Annex 5: Business case key stage documentation for foundation trusts in financial distress and NHS trusts, and NHS Improvement delegated limits
- Annex 6: Technical guidance applicable to foundation trusts in financial distress and to all NHS trusts
- Annex 7: NHS trust-specific guidance
- Annex 8: Post-project evaluation templates for foundation trusts in financial distress and all NHS trusts
- Annex 9: Roles and responsibilities
- Annex 10: Template recommendation report
- Annex 11: Whole-life costs – template recommendation report
- Annex 12: Disposal of land/property – template recommendation report
- Annex 13: Guidance for foundation trusts that are not in financial distress
- Annex 14: Glossary and list of acronyms