February 2002 Printable/word-processor version for download

GPC

General Practitioners Committee


Primary care organisation performance assessment tool

Questionnaire for LMCs


Introduction


With the publication of Shifting the balance of power within the NHS, primary care organisations (PCOs) in England face significant challenges in discharging their new responsibilities. local medical committees (LMCs) also face challenges in the coming months, most notably those of reorganisation and the formation of new relationships with PCOs and strategic health authorities.


Evidence suggests that PCOs can be helped immeasurably by developing a continuing and mature relationship with their LMCs. Evidence also suggests that both PCOs and LMCs share an equal responsibility in developing such a relationship, which, at its best, provides PCOs with an unparalleled opportunity to tap a wealth of representative wisdom about general practice while at the same time significantly increasing the proper influence that a mature LMC should have on the strategic development of local primary care and general practice.


However, not all PCOs enjoy good relationships with LMCs, and, conversely, not all LMCs enjoy good relationships with their local PCOs. More often than not these poor relationships are the product of misconceptions about the roles and duties of LMCs and PCOs, misconceptions that are sometimes compounded by difficult personal relationships between chief officers and senior colleagues.


The General Practitioners Committee (GPC) believes that now is an opportune time for LMCs to assess PCO performance and for LMCs and PCOs to take stock of their relationships with each other as they both face the challenges of implementing Shifting the balance of power within the NHS. The GPC has therefore produced the following "performance assessment tool" to help LMCs and PCOs jointly take stock of the working relationship they have developed.


This tool takes the form of a questionnaire that can be answered by the LMC alone or in partnership with its PCOs. While it is acknowledged that the questionnaire contains many questions of a purely subjective nature, it is no less valid for that because perceptions are of vital importance in forming and sustaining mature working relationships.


The questions that make up the questionnaire have been formulated from evidence gained nationally over the last three years as well as from issues frequently raised by LMCs and their constituents. The scoring system is a simple one but, nonetheless, should provide a useful guide as to how local LMC/PCO relationships have developed. Furthermore, it should provide a useful starting point for improving a poor relationship as well as celebrating a good one, irrespective of whether a PCO is a primary care group, an aspiring primary care trust or an established primary care trust.


The main aim of this performance assessment tool is to help LMCs assess PCO performance and assist LMCs and PCOs judge the quality of their local relationships. The GPC secretariat is also keen to gather evidence nationally so that examples of good performance can be shared more widely. LMCs are therefore asked to return copies of their completed performance assessment tools to Rachel Timberlake, GPC, BMA House, Tavistock Square, London, WC1H 9JP, by 1 May 2002.



  1. Name of PCO:




2. Level of PCO


1

2

3

4



3. If your PCO is currently a PCG, has it:


had an application for PCT status approved but not yet become operational as a PCT?

applied for PCT status but not yet had its application approved?

expressed an interest in moving to PCT status but not yet formally applied?

not expressed an interest in PCT status?



4. If your PCO is currently a PCT:


- on what date did it become operational? ???????????????.


has it expressed an interest in moving to care trust status?


Yes

No



Evaluation scores


Each of the following questions asks you to assess the performance of your PCO by choosing one of five responses to a series of statements. Each response indicates that the PCO's performance, measured against a specific criterion, is:


5 = Excellent

4 = Good

3 = Acceptable

2 = Poor

1 = Unacceptable


You can then derive a total score for your relationship with your PCO and your PCO performance by adding the scores for each question:


>200 Excellent

160-200 Good

120-159 Acceptable

70-119 Poor

<70 Unacceptable


Please indicate in the space provided at the end of the questionnaire the overall score.




PCO performance criteria


5. General consultation


(i) How would you rate the PCO's consultation with the LMC in terms of the following statements:


5 Always

4 Usually

3 Sometimes

2 Occasionally

1 Never


Please can you indicate your score in the box


"The PCO consults where it has a statutory duty to do so"


"The PCO consults whenever it is relevant and appropriate to do so"


"The consultation includes a genuine choice of options"


"The PCO provides sufficient information when consulting"


"The PCO allows sufficient time for a considered response"


"The LMC's views are taken into account by the PCO



Comments:



(ii) How would you rate the PCO's consultation with its constituent practices in terms of the following statements:

5 Always

4 Usually

3 Sometimes

2 Occasionally

1 Never


Please can you indicate your score in the box


"The PCO consults where it has a statutory duty to do so"


"The PCO consults whenever it is relevant and appropriate to do so"


"The consultation includes a genuine choice of options"


"The PCO provides sufficient information when consulting"


"The PCO allows sufficient time for a considered response"


"The LMC's views are taken into account by the PCO



Comments:



6. Strategy Development


To what extent do you agree with the following statements:


(i) "The PCO has provided ample opportunities for the LMC to influence the development of the Health Improvement Plan"


5 Strongly agree

4 Agree

3 Neither agree nor disagree

2 Disagree

1 Strongly disagree


Comments:



(ii) "The PCO has provided ample opportunities for the LMC to influence the development of the Primary Care Investment Plan"


5 Strongly agree

4 Agree

3 Neither agree nor disagree

2 Disagree

1 Strongly disagree


Comments:



(iii) "The PCO has provided ample opportunities for local practices to influence the development of the Primary Care Investment Plan"


5 Strongly agree

  1. Agree

3 Neither agree nor disagree

2 Disagree

1 Strongly disagree


Comments:




7. Financial management


(i) How would you rate the PCO's general management of its unified budget?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(ii) Does the PCO consult on proposed reimbursement of discretionary GMS (formerly cash-limited) infrastructure funds?


5 Always

4 Usually

3 Sometimes

2 Occasionally

1 Never


Comments:



(iii) How would you rate this consultation in terms of the following statements:


  1. Strongly agree

  1. Agree

  1. Neither agree nor disagree

  1. Disagree

1 Strongly disagree


Please can you indicate your score in the box


"The consultation includes a genuine choice of options"


"The PCO provides sufficient information when consulting"


"The PCO allows sufficient time for a considered response"


"Constituents' views are taken into account by the PCO"



Comments:



(iv) Has the PCO fulfilled its obligation to maintain GMS reimbursement floors?


5 Yes, and provided substantial growth monies

4 Yes, and provided limited growth monies

3 Yes, but only index linked

2 No, but without attempting substantial cuts

1 No, and substantial cuts have been introduced


Comments:



(v) To what extent do you agree with the following statement:


"The LMC has had the opportunity to be fully involved in the setting of practice drug budgets"


5 Strongly agree

4 Agree

3 Neither agree nor disagree

2 Disagree

1 Strongly disagree


Comments:



(vi) Is the PCO facing, or has it faced significant cost pressures?


Yes

No


Comments:



(vii) If yes, do you agree that the LMC has been adequately consulted on any financial recovery plan?


5 Strongly agree

4 Agree

3 Neither agree nor disagree

2 Disagree

1 Strongly disagree


Comments:




8. Primary care development investment


(i) How would you describe the level of investment in practice staff budgets?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(ii) How would you describe the level of computer reimbursement?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(iii) How would you describe local arrangements to uplift practice nurses' salaries?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:




(iv) How would you describe the level of practice prescribing budgets?


5 Adequate - large underspend

4 Adequate - small underspend

3 Adequate - break even

2 Inadequate - small overspend

1 Grossly inadequate - large overspend


Comments:



(v) How would you rate attempts to support and develop practice based in-house services?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:




9. Commissioning


(i) To what extent do you agree with the following statement:


The LMC has had opportunities to be fully involved in local commissioning decisions


5 Strongly agree

4 Agree

3 Neither agree nor disagree

2 Disagree

1 Strongly disagree


Comments:



(ii) How would you assess the PCO's handling of out of area treatments?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(iii) To what extent do you agree with the following statement:


"The PCO has made appropriate efforts to encourage the development of GP specialists"


5 Strongly agree

4 Agree

3 Neither agree nor disagree

2 Disagree

1 Strongly disagree


Comments:




10. Support for professional development


(i) How would you rate the PCO's mechanism for facilitating individual practice planning?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(ii) How would you describe the PCO's training programmes for practice staff?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(iii) How would you describe local governance arrangements?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(iv) If local quality agreements exist or are encouraged between the PCO and its constituent practices, how best would you describe them?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(v) How would you rate the PCO's record of supporting continuing professional development for non-principals?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:




11. Equity


(i) What best describes the PCO's record of treating GMS and PMS practices equitably?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:




(ii) To what degree are local development schemes and HSG(96)31 schemes encouraged by the PCO?


5 Always when appropriate

4 Often

3 Sometimes

2 Occasionally

1 Never


Comments:



(iii) Are funding levels for local development schemes:


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:




12. Red Book and Terms of Service


(i) What best describes the PCO's knowledge of the SFA and terms of service (the GP contract)?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(ii) Does the PCO abide by the GP contract?


5 Always

4 Usually

3 Sometimes

2 Occasionally

1 Never


Comments:





13. Personal relationship


(i) How would you rate the relationship between the PCO's chief executive and chief executive or medical secretary of the LMC?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(ii) How would you rate the relationship between the officers of the PCO and LMC?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:




14. Miscellaneous


(i) How would you describe the PCO's efforts to develop an occupational health service for its constituent GPs and their staff?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:



(ii) What best describes the progress made by the PCO to address the problems of violent patients?


5 Excellent

4 Good

3 Acceptable

2 Poor

1 Unacceptable


Comments:




Additional comments


Please use the space below to report any additional comments










Please indicate the final score


PCO health check questionnaire - Feb 2002.doc