health/business planning in primary care

Health/Business Planning in Primary Care

Alan Miller

NHS Primary Care Contracting Adviser

Session Outcomes

NHS Planning Processes

Provider Business Cases

Procurement Processes

Understand the concept of health planning and why it is important to both PCTs and Small Business in Primary Care

Increase awareness of the range of planning processes related to PBC and Practice & Service Development and Improvement

Recognise the importance of planning within the context of income generation and service development

Describe the key elements of a business cases

Outcomes

Imperatives for the NHS

Priorities

I: Improving the health of the population

II: Supporting people with long-term conditions

III: Access to services

IV: Patient/User Experience

PCT Planning Process

Joint Strategic Needs Assessment Plans (JSNAs)

Local Development Plans (LDPs)

Activity Plans

Workforce Plans

More diverse providers, with More diverse providers, with more freedom to innovate more freedom to innovate

and improve services and improve services

(supply-side reforms)(supply-side reforms)

More choice and a much More choice and a much stronger voice for patientsstronger voice for patients

(demand-side reforms)(demand-side reforms)

Money following the patients, Money following the patients, rewarding the best and most rewarding the best and most

efficient providers, giving efficient providers, giving others the incentive to others the incentive to

improve improve

(transactional reforms)(transactional reforms)

A framework of system A framework of system management, regulation and management, regulation and

decision making which decision making which guarantees safety and guarantees safety and

quality, fairness, equity and quality, fairness, equity and value for moneyvalue for money

(system management (system management reforms)reforms)

Better careBetter careBetter patient Better patient experienceexperience

Better value for moneyBetter value for money

Planning and NHS Reforms

Major inequalities in health and wellbeing across the country

Variation in care across the country

NHS lags behind other countries on treatment outcomes

Care could be more convenient and easier to access for many

Care needs to keep pace with the expectations of citizens

Disease patterns evolve & the population is ageing

New technology and treatments

Clinical Case for Change

Practice Business Case Development

Starting Point

Business Case Elements

Submission of Bids

Starting Point

Advertised Service Specification



Imperatives :-

demonstrate ability to meet the advertised service specifications

demonstrate a clear strategy/ability to meet the future shape of services

Demonstrate service modernisation



- Details of the Bidder- Workforce- Equipment and Premises - Financial information- Clinical capacity and capability- General capacity and capability - Legal and Regulatory


Output Based Specification

Project team to establish project plan and agree

timetable

Source service providers

Receive expressionsof interest

Produce shortlist of potential service providers using selection criteria. Notify

unsuccessful companies.

Draft ‘Invitation to Submit Preliminary Offer’ (ISPO)

Trust sign off ISPO and potential service provider list

Trust evaluates and scores preliminary offers

Trust shortlists preferred service provider and notifies

unsuccessful companies

Trust evaluate ‘final offer’

‘Final offer’ adjudication meeting

Trust conducts and concludes contract with

preferred offeror

Post award activity

Tenderers prepare and submit ‘preliminary offers’

Trust sign off and issue ISFO to preferred service

provider

Tenderer prepare and submit ‘final offer‘

Contract starts –monitoring performance

Prepare ‘Invitation to Submit Final Offer’ (ISFO)

To include initial negotiations, presentations and site visits with potential service providers

Trust Issue ISPO to potential service providers

To include further negotiation and presentations

section 9.3

section 9.4

section 9.5

sections 11

section 11.1

section 11.2-4

sections 9

sections 3.1 – 3.3

section 6.2 & 8

sections 9 section 8

sections 8

Award of contract

Outline business case (OBC)

Project initiation document (PID)

Full BusinessCase (FBC)

section 115

section 11.6

section 11.7

section 11.8

section 12

section 13

Appendix C & section 9.1

sections 3.1 – 3.3

section 14

Procurement Process - Flowchart

Stage

Week

Expressions of interest. Advertisement for expressions of interest 1 PQQ to be returned 4 Shortlisting on basis of PQQ 4-6 Invitation to tender Short listed applicants invited to submit a full tender

7

Closing date for submission 12 Selection Panel meets. Presentations by providers

15/16

Selection of preferred provider, contract negotiation, award of the contract

Selection of preferred provider 17 PCT Board ratifies the decision to award the contract

18

Contract negotiation 18- 26 Contract commencement 26-28

Procurement Process – Typical Timetable

Procurement Process – Bidder Assessment

Planning Processes

• Grasp opportunities• Ensure that Business Planning is done• Ensure Plans are targeted• Prepare for PQQ and Spec• Consider Security of larger organisation

Grasp the Opportunities

It is not the strongest of the

species that survives, not

the most intelligent, but the

one most responsive to

change.”

Charles Darwin

Grasp the Opportunities

Change is the process by which the future

invades our lives

Toffler 1970

Change is the process by which the future

invades our lives

Toffler 1970

http://www.pcc.nhs.uk

http://www.nhsconfed.org

http://nww.pasa.nhs.uk/nhsforum/shared/pct/

http://www.improvementfoundation.org

http://www.nhsalliance.org

Useful Guidance / Contacts

Useful Guidance / Contacts

health/business planning in primary care

Documents