This section contains a range of files relevant to the implementation of PbC in an alphabetical listing by organisation. The examples, which are in differing file formats, cover a variety of topics and have been made available to PCTs for adaptation purposes.
Location: Norfolk, Suffolk and Cambridgeshire (NSC) SHA
Norfolk, Suffolk NSC SHA Practice budget example File format: Excel
This implementation example is a relatively complex spreadsheet that gives age standardised data for a practice example. It can be adapted for the purpose of both budget setting and contract monitoring. The model can also be cannibalised and used to support the development of arrangements for risk management.
In order to be, adapted macros will need to be reset. As a result it is recommended for use by information and/or finance specialists.
Location: Craven, Harrogate and Rural District PCT
An Approach to Primary Care-led Commissioning File format: Word
This is an overview document which describes the approach taken by CHaRD PCT. Section 6 will be of particular interest to PCTs wishing to consider a possible cluster or locality approach.
It gives brief detail on their approach to budget setting and contract monitoring. Risk management arrangements are covered as part of their locality structure.
Management costs are detailed in paragraph 5.2.2 on page 5.
Location: Dorset and Somerset SHA
Dorset and Somerset Financial Framework for Practices File format: Word
This is an overview document that is heavily focused on the budgetary mechanics of PbC. Pages 2 to 7 cover budget setting but are heavily based on DH guidance. The document does provide a simple methodology in para 5.7 on page 5
Dorset and Somerset SHA
Dorset and Somerset Implementation Framework File format: Word
A further overview document which covers budget setting, risk management and contract monitoring in theoretical terms only. It does, however provide an implementation timeline and page 7 covers the proposed approach to management costs.
Location: Durham Dales PCT
Durham Dales PCT Practice budget File format: Excel
This is an Excel tool which covers all specialities for outpatients and both elective and non-elective work including spells information. It could be developed as a contract monitoring tool and includes useful graphical representation. The spreadsheet also includes a weighted capitation element which could be used to support risk management arrangements.
Durham Dales PCT
Durham Dales example letter to practices File format: Word
This document covers a basic overview of their approach and brief written detail on the approach to budget setting . Includes a section on movement to weighted capitation but does not describe any pace of change arrangements .
Location: Eastern Birmingham PCT
Eastern Birmingham Consultation paper File format: Word
Overview information which gives an outline for their proposed model and brief detail on the framework and associated methodology.
Location: NHSIA Tools:
HRG Toolkit and Performance Investigator
This web link provides some useful tools which could support PCTs in developing activity profiles to support the calculation of Practice budgets.The full pack includes an HRG grouper and spells converter. It could also be developed so as to support both contract monitoring and risk management.
Location: North Tees PCT
North Tees PCT Planning Tool File format: Word
This document, which gives an overview of the North Tees approach should be used in conjunction with the North Tees “Using data and information” file.
North Tees PCT
North Tees PCT- Using data and Information File format: Powerpoint
The document provides potentially useful tools which could support both budget calculation and be developed for contract monitoring purposes.
However, please note the presentation gives detail on bespoke software that has to be purchased from Health Numerics. Inclusion on this website does not constitute approval or endorsement in any way.
Location: North Bradford PCT
North Bradford PCT Model Presentation File format: Powerpoint
The presentation details both the history of the North Bradford Model and options for integration within the PbC environment. Slides 7 and 8 detail the history and 19 and 20 future options. A basic overview of their approach to budget setting is given on slide 10 and slides 12 and 22 cover management costs. A number of graphs which relate to contract monitoring are included on sldies 11, 15 and 16 but this is headline information only and cannot therefore of itself be adapted.
Location: South Hams & West Devon PCT
South Hams and West Devon PCT PEC Paper File format: Word
This PEC paper gives an overview of their approach. A basic description in respect of budget setting is described on page 2 and page 3 gives brief detail of their incentive scheme which is an extension of the QOF. Page 4 provides headline information on the coverage of their contract monitoring processes.
Location: ThamesValley SHA
Thames Valley SHA Budget Setting File format: Word
This detailed overview documentation covers the approach taken by a group of PCTs in conjunction with their SHA. An outline of their methodology for budget setting is set out on page 2 with detail in the appendices.
Uncosted guidance in respect of management costs is provided on page 5. Limited guidance is given on page 4 in respect of risk management arrangements but a possible approach could be adapted utilising the set out in appendix B which lists low priority treatments for exclusion and appendix C which lists specialist HRGs for exclusion.