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Pooled budgets

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The Welsh Government is committed to achieving best value for money in all our public services.
The purpose of Local Services Boards (LSBs) is to deliver benefits for citizens through strengthening joint working across all public services in Wales.
Improving public services is of fundamental importance to the future of Wales.
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We are committed to facilitating pooled budgeting as a key enabler to implementing better, more citizen focused services.




Published below are a set of advice notes to support Local Health Boards and local government organisations wishing to implement partnerships under S33 of the Health Act Wales 2006 and for wider Children Services ‘Relevant Partners’ under S25 of the Children Act 2004.

This page will also include later during 2011 a guide, “Establishment - Management and Partnership Options for Team Joint Working” as a part of the series of guides for Independent Family Support Services. The guide is being tested with IFSS pioneer sites during 2011 based upon their operating experience to date and with a view to full publication on the choices for facilitating local teams to operate within partnership.

Further support and advice is available as follows:

  • The Partnership Regulations sections 7(1) and 7(6) express the requirement for the accounts of pooled fund arrangements to be audited. For more information on the certification arrangements please contact Nick Davies, Wales Audit Office on 02920 320527 who will be able to provide you with further information.
  • The Buy4Wales website developed by Value Wales contains an extensive resource including advice and practical suggestions relating to social care commissioning. Further information can be found on the Buy4 Wales website 
  • The Social Services Improvement Agency (SSIA) website includes extensive resources and case studies for organisations developing pooled budget arrangements.

The guidance is in the form of advice notes as follows:

Foreword

09/01/11
Background information on pooled budgets.
 

Advice Note 1- Policy, Legislation and usage

08/01/11
The creation and management of pooling arrangements.
 

Advice Note 2 - Practicalities of Partnership Development

07/01/11
Clarifying partnerships.
 

Advice Note 3 - Corporate Governance and Accounting in Partnerships

06/01/11
Guidance for governance arrangements for partnerships.
 

Advice Note 4 - Treatment of VAT in Partnership arrangements

05/01/11
Advice on VAT within partnerships.
 

Advice Note 5 - Workforce issues

04/01/11
Workforce planning and development.
 

Advice Note 6 - Charging for Services within S33 agreements

03/01/11
Brief outline of issues affecting collection of charges.
 

Advice Note 7 – Illustrative Agreements

02/01/11
Examples of types of agreements.
 

Advice Note 8 – Pooled Budgets under the Children's Act 2004

01/01/11
Examples of types of agreements.