Work to be done

Adult Services Budget: Exceptional Review Team

Review how agreed management actions are communicated and effected by the front line and then monitored

Review the single assessment process as well as the appropriateness and application of the Eligibility Criteria and how care packages are allocated to meet need, incorporating attitude to risk, accountability and responsibility in developing packages of care to meet need within the legal framework (OP and Younger Adults)

Strategic review of in-house : external split of provision and whether the balance between the two is appropriate

Escalation Process between DFU : DMT : TMT : CMT : Exec Member : PRC : Cabinet

Examine SWIFT/SAP interface issues

Validate and challenge, where appropriate, findings of in-house Adult Services team formulating the recovery plan

County Treasurer's Adult Services DFU & Adult Services Department

Review of budget setting and monitoring to include:

o Consider zero based budgeting as a one-off exercise to establish a sound foundation for the budget reflecting the relationship between activity/demand, performance and expenditure

o Roles and responsibilities between DFU:DMT:TMT:CMT:Exec Member:PRC:Cabinet

o Presentation of monthly budget monitoring reports to include greater immediate transparency of pressures and savings as compared to the overall position being reported

o Reducing the duration in the monthly monitoring process

o Effectiveness and ongoing use of manual commitments and Business Warehouse in budget monitoring cycle to forecast outturn

o How to overcome the time lag in reporting to Cabinet and actual position

o Freeing up professional accountants to provide financial analysis rather than just monthly budget monitoring

o Reviewing how budgets are allocated to the front line incorporating savings to ensure accountability for available resources

o Developing medium term forward planning linking demand/need, attrition, commitments and overall projected costs

ENHANCE: evaluating the impact of the delays and the likelihood of realising the savings built into the 2006/07 budget

Review efficiency gains put forward and the likelihood/evidence of achieving them

Adult Services Department

Addressing the cultural issues

Innovating business processes across the department

Quantifying the impact of health transfers to Social Care

Accountability for service contingency planning, such as in the absence of data from SWIFT and SAP

Review and agree an approach to manage the above inflation price rises from providers

Policy decision around continuing to pay providers two days after date of death of client

Developing protocols for Health Service claim re-imbursement

Ongoing development of SWIFT incorporating data cleansing responsibilities and the issues raised by previous Head of Finance, such as notification of date of death, timely input of data etc.

Reviewing the appropriateness of governance structures of partnerships and multi agency working