Home Based Care Tender EventWednesday 17th August 2011

Surrey County Council, NHS Surrey and the Surrey Care Association

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Welcome and Agenda

08.45 Arrivals and coffee

09.30 Introductions and agenda – Alastair Hinde (Category Manager, Procurement and Commissioning, SCC)

09.35 A Strategic Overview – Anne Butler (Assistant Director for Commissioning, SCC), Alastair Hinde, Marion Heron (Associate Director of Community and Continuing

Healthcare Services and Contract Management Surrey, NHS Surrey)

10.00 Travel and Subsistence Planning – Anthony Bennett (Cobia Group Tax Director)

10.20 Co-design and Future Requirements – Jean Boddy (Senior Manager, Commissioning, SCC), Kathy Saunders (Quality Assurance Manager, SCC) and Rachel Hughes (Countywide Sourcing Team Manager, SCC)

10.45 Comfort Break and Refreshments

11.00 The Procurement Process – Helen Hunt (Senior Category Specialist, SCC) and Jenna Crombie (Category Specialist, SCC)

11.25 Questions and Answers

12 noon Close

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A Strategic Overview

Strategic Overview

Anne Butler - Assistant Director for Commissioning, SCC

Marion Heron - Associate Director of Community and Continuing Healthcare Services and Contract Management Surrey, NHS Surrey

Alastair Hinde - Category Manager, Procurement and Commissioning, SCC

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“Working with all our partners to make a difference to the lives of people, through trusted, personalised and

universal social care support, so people have choice and control, and can maximise their wellbeing and

independence in their local community”

Delivering this vision will mean vulnerable people in Surrey:

Live independently and safely

Have as much choice and control over their lives as possible

Live in their own home if they wish, or other accommodation of their choice,

Find out about information, services and support available and how to access them,

Get the support they need in local and community settings, and

Remain safe from abuse

What is our vision for the future?

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How will we realise our vision?

We need a radical strategic shift:

Continued shift from residential and nursing care to personalised community based care and support

Redesign systems, processes and structures for a Directorate that is fit for purpose

Work with partners to co-design and deliver services which are local, universal and preventative

Deliver cost effective and sustainable services

Provide leadership in health and social care, through commissioning and partnership with public health, districts and boroughs

We will deliver this strategic shift by ensuring:

people who use services and carers drive and co-design all that we do

every person experiences a person centred approach to accessing support

carers are supported in their caring role and have a life outside caring

increased managerial and organisational competence and efficiency

effective partnerships delivering real outcomes for the residents of Surrey

improved performance - we are currently ‘performing well’ but aspire to be world class

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Think Family – a whole system

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Policy context

Putting People First provides the direction for the provision of social care

… empowering residents of Surrey to shape their own lives and the services they receive ...

1,090,300Total Surrey population

305,000Estimated number of older people with a

low to moderate need, people with a physical and sensory disability

and/or a learning disability and/or a

mental health need

31,100Number of people receiving

asocial care service

throughout a year

Citizenship

Information

Early intervention

Enablement

Timely discharge

Lifestyle

Practical support

Community support for Long Term

Conditions

Institutional Avoidance

Promoting personalisation and

enhancing quality of life for people with care and

support needs

Preventing deterioration,

delaying dependency and

supporting recovery

Ensuring a positive experience of care

and support

Protecting from avoidable harm and

caring in a safe environment

Generalpopulation

Low tomoderate

needs

Substantialneeds

Criticalneeds

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Personal Care & Support

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Multiple referral and contact points

Co

mm

unity d

evelo

pm

ent

Advise, assess (proportionate), re-able

Sa

feg

uard

ing

Person centred planning

Brokerage/Direct payment/Sourcing Team

Ongoing personal care and support/In Touch

…... promoting independence and choice through reablement,

person-centred planning and self directed support……

Service Delivery Model

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Community Personalisation

Outcomes

…... People at the heart of our focus on personalisation,

community and outcomes ……

Personalisation, Community & Outcomes

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NHS SURREY “ONE PLAN”2011/12 – 2014/15Surrey Health and Care System

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Ambition

One plan: safe, effective care and financial balance

Vision and Mission

Ensure transfer to: GP commissioning, Surrey County Council and to National Commissioning board are successful

Strategic Focus

Performance and financial balance

Structure

Relationships

ValuesHuman – right to make mistakesReward and respect – say thank you and well doneEmpower – supportUnderstand-able – communicateAct – with integrityConnected – part of a whole

Planning frameworkannual operating plan

+ clinical strategy

+ commissioning intentions

=QIPP

= ONE PLAN

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One Plan: The challenge

We are required to keep cost down, offer choice of convenient and personalised services to local people, maintain good quality safe services for patients and the public.

Two major challenges require integrated and effective response in order to achieve these goals.

– National financial downturn creates a challenge– More people require more Health and Social Care

(JSNA)

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Adopt 3 key strategies

1. Reduce demand by working hard to keep people healthy

2. Find ways of delivering the same level of services at a lower cost

3. Maintain affordable level of services to meet as much need as possible through re-design

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One Plan: Principles

Keep more people healthy

Work with clinicians and system leaders to do “what is right”

Make system incentives count towards better patient outcomes

Spend public money once on the same need and gain further value

Do as much as possible of everything that works first

Monitor and enhance the experience of patients, carers and the public

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Good Quality Outcomes

Enhanced Experience

Value for Money

Inte

llige

nt S

yste

mConnected System

Anticipatory System

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Home Based Care: Health & Social Care

Why have SCC and NHS Surrey adopted a joint route to market?

• Analysis showed great deal of shared suppliers between Health and Adult Social Care

•One framework agreement for Surrey

•Opens both Health and Social Care opportunities to all providers

•Smoother transition between social care and health and vice versa

•First major step toward collaborative working between health and social care

•Promotes greater efficiencies across Surrey health and social care economy…

ASC NHS SurreyHome Based Care per

annum£35.0m £6.0m

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Travel and Subsistence Planning

Travel and Subsistence Planning

Anthony Bennett (Cobia Group Tax Director)

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Co-design and Future Requirements

Co-design and Future Requirements

Jean Boddy (Senior Manager, Commissioning, SCC)

Kathy Saunders (Quality Assurance Manager, SCC)

Rachel Hughes (Countywide Sourcing Team Manager, SCC)

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Outcomes to date

-Need to be overt about some of priorities for the next three years to ensure the service delivers on the strategic direction

-Your role in the Whole System is pivotal

-Our JSNA and mapping identifies that volumes of domiciliary care will be increasing by at least 10% plus over next 5 years on top of demography / population increases – the future is optimistic – the future is personalised

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Co-Design Process

•Developed a Steering Group to advise and inform Co Design with Key Stakeholders

•Consultation through Public Value Reviews, the National and Surrey Dementia Strategy

•Policy update in light of the Health and Social Care Bill and Think Local Act Personal

•Feedback from Quality Assurance and Performance Outcomes

•Benchmarking best practice through Department of Health guidance and other Local Authorities.

•Arranged meetings and discussions to ascertain views of people who need the service and their carers

•Discussion with Providers

•Analysis of Trends and JSNA needs per borough

•Analysis of customer feedback survey and meeting the customers

•Principles of reablement and supporting the in-house reablement pathway and support planning

•Dementia Care principles and flexible care

•Good Hydration and Nutrition is everyone’s responsibility

•End of life care

• Quality assurance and a move towards an outcome focus

•Carer aware

•Reference to electronic monitoring

•An agreed joint medication policy to align seamless care – NHS Surrey joint commissioning plans

What our Co- Design is telling us

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Where we need to get to

Capable Communities and Active Citizens Think Local Act Personal – really get to know your local

area Commissioning and supply partners should collaborate

across public sector boundaries to achieve better efficiency and support innovation

Personal Budgets and Direct Payments – what added value can you bring to your customers?

Diversification - Creating micro initiatives Be a Community Catalyst

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Quality Assurance

Key Performance Indicators to be updated Reported twice yearly Response has been poor It is a contractual requirement that providers complete the KPIs. From

2012 it is intended that the results will be published on our external website

Contract Monitoring Elements eg:– Annual Insurance Cover– Business continuity Plan– CQC Inspection: Areas of non compliance/Action plans– Registered Manager change– Staffing levels– Safeguarding– Complaints– Service user/care feedback– Notification of incidents

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Quality Assurance … continued

Introduction of Outcomes Monitoring

Focus on 2 key areas

Nutrition and Hydration

- Promoting Hydration/Nutrition Action Plan - Training and development- Use of Promotional Materials - Development of Personal Hydration/Nutrition Action Plans - Co-ordination of care and links with wider services

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Quality Assurance … continued

Dignity

- ‘Dignity is about seeing the whole person and respecting their way of life’

- 10 Point Dignity Challenge is embedded in the Framework Agreement - this is a clear statement of what people can expect from a service that respects dignity

- How will you evidence this challenge is embedded in your business?

- Are you Dignity in Care Champions?

- Examples of good practice

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Sourcing Team Update

Four Sourcing Teams:

North West Surrey (Spelthorne, Runnymede, Woking)

01932 795243 East Surrey (Reigate & Banstead, Tandridge)

01737 737932 South West Surrey (Waverley, Guildford, Surrey Heath)

01483 517799

Mid Surrey (Mole Valley, Epsom & Ewell, Elmbridge).  

01372 832090

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Sourcing Team Structure

R e so urce A d v isor S o u rcin g A dv iso rsS o u rc in g A ssis ta n ts

Je n ny C on n e llS o u rcin g Te a m M a na g er

N W S u rre y

R e so urce A d v isor S o u rcin g A dv iso rsS o u rc in g A ssis ta n ts

Ia n G rayS o u rcin g Te a m M a na g er

M id S u rrey

R e so urce A d v isor S o u rcin g A dv iso rsS o u rc in g A ssis ta n ts

Jo h n A m a nsS o u rcin g Te a m M a na g er

E a s t S u rrey

R e so urce A d v isor S o u rcin g A dv iso rsS o u rc in g A ssis ta n ts

V ic to ria D ixonS o u rcin g Te a m M a na g er

S W S u rrey

R a che l H ug h esC o u ntyw id e S o urc in g T e a m M an a g er

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How can we work together?

Invoice processing & invoicing frequency guidelines Ideal frequency is minimum fortnightly invoicing to support timely payments Explore common data set on invoices Paper Invoices:

- Summary Information: Reason for Variation

- Area (Borough) clearly indicated

- AIS ID Electronic invoices:

- Information Governance and Managing Risk

- No personal or confidential information in emails

- Encryption or Winzip & Password Protect

Opportunity to feedback via email: rachel.hughes@surreycc.gov.uk

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Comfort Break

Fifteen minute break

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The Procurement Process

Helen Hunt and Jenna Crombie

Procurement and Commissioning, Surrey County Council

The Procurement Process

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Why are we going out to tender?

Compliance with the law: The tender process allows us to comply with the laws and regulations (both UK and EU) that govern the spending of public money

Level playing field: We are committed to appointing providers in a fair, open and transparent manner

Market competition: The process generates market competition through transparent and consistent ways of working

Value for money: We have a responsibility to deliver value for money for people receiving support and Surrey residents

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When are we going out to tender?

Intended timetable

Advert and pre-qualification questionnaire published on BravoSolution 9/9/11

Responses to the pre-qualification questionnaire submitted by interested providers 9/10

Tenderers shortlisted, and successful applicants invited to the Invitation to Tender stage 7/11

Responses to ITT submitted by providers 12/12

Tender evaluation completed 26 / 1 / 12

Recommendation to award made to Procurement Review Group 15/2

Recommendation to award made to full Cabinet 27/3

Announce contract award following standstill 10/4

Contract go-live 14/4

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How are we going out to tender?

As per the tenders in 2008 and 2010 We use our e-Sourcing portal (BravoSolution) to run this tender www.surrey.bravosolution.co.uk

We also use this portal for all of our tender opportunities Benefits of using BravoSolution for providers:

- Reduced costs

- Open, accessible, supported process

- Time saving

- Security

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How are we going out to tender … continued

What do I need to use the portal?• You don’t need any special hardware or software to use our

e-sourcing portal. You just need a PC or Mac and internet access

What support will I get?• Our e-portal host provides free of charge help and support with a dedicated

phone line, email address and on-line help• Remember – don’t leave the publishing of your PQQ or ITT response until the

last minute!

Business Link - www.businesslink.gov.uk• Business link is a free business advice and support service, available online

and through local advisers

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What are we going out to tender for?

How will the model look from April 2012? NO TRANSFERS: As per previous presentations made at SCA

Forums, we will not be transferring existing clients / packages during this exercise as we did in 2008. As such this tender will be for NEW business only. The advert and PQQ will include detail as to how much business we project there to be in the various zones

NEW TIERING SYSTEM: We will be moving to the introduction of a single tiered system in each zone

NEW ZONES: Move to align the zones with the district and boroughs, and bring them in line with our personal care and support teams

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What are we going out to tender for … continued

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Q&A