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Investor Confidence Rating: Assessment and Moderation Guide

Publication Details

  • Guidance on the Investor Confidence Rating: Assessment and Moderation
  • Updated: 13 Jun 2017
  • Status: Current
  • Author: The Treasury
 

Guidance on the Investor Confidence Rating: Assessment and Moderation

Page updated 21 Sep 2017

This guidance document is a companion to the overview guidance on the Investor Confidence Rating (ICR) which explains the rationale for the ICR and its nine elements. It sets out the detailed information requirements and assessment criteria for each element of the Investor Confidence rating.

This guidance document is aimed at those in Investment-Intensive agencies who are working on the ICR assessments and for those parties involved in the assessment or moderation processes.

This document sets out the way in which the ICR will operate from 1 August 2017. Version 4 of the guidance operates until this date.

This document is also complementary to the guidance on the Long Term Investment Plans (LTIPs).

Contents

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About This Guidance

Overview

Assessment and Moderation Processes

Element 1: Asset Management Maturity (AMM)

Element 2: P3M3 Maturity

Element 3: Long Term Investment Plan

Element 4: Procurement Capability Index

Element 5: Organisational Change Management Maturity

Element 6: Benefits Delivery

Element 7: Project Delivery

Element 8: Asset Performance

Element 9: System Performance

Glossary and Acronyms

Annex 1: Example of Scoring for Element 1: Asset Management Maturity

Annex 2: Example of Scoring for Element 2: P3M3 Maturity

Annex 3: Assessment Table for Element 3: Quality of LTIP

Annex 4: Example of Scoring for Element 4: Organisational Change Management Maturity

Annex 5: Example of Scoring for Element 5: Benefits Delivery

Annex 6: Example of Scoring for Element 6: Project Delivery

Annex 7: Example of Scoring for Element 7: Asset Performance

Annex 8: Assessment Table for Element 8: System Performance

Annex 9: ICR Operational Expectations

Annex 10: Approach to Revealing Asset Performance

investmentmanagement-icr-assessment.pdf
(1,589 KB) pp. (2) 1-59
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