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CWE-CWR-27 Compassion, Welfare & Environment Community Welfare & Relief CORE Excellence v2.9.7

Annual joint plan with Local Public Health

This criterion assesses formal, annual joint planning with Local Public Health (Director of Public Health within the upper-tier Local Authority) or equivalent population health lead within the Integrated Care System (ICB/Place Partnership) and UKHSA Health Protection Team for health protection/outbreak matters. It operationalises Taʿāwun (cooperation) to achieve Maṣlaḥah (public welfare). The annual joint plan MUST cover: (a) at least one prevention/health improvement initiative aligned to JSNA/HWBS/Core20PLUS5, (b) a health protection/outbreak liaison protocol with UKHSA, and (c) agreed referral/escalation pathways into statutory services. Additional modules (e.g., vaccination, screening, mental health) are optional based on local need.

Assessment Questions
  1. Is there a formal, documented annual joint plan with the designated Local Public Health authority that meets the minimum scope (prevention, outbreak protocol, referral pathways)?
  2. Does the joint plan clearly define shared objectives, roles, responsibilities, and resource commitments for both parties?
  3. How does the organization monitor progress against the plan's objectives and measure the impact of joint initiatives?
  4. How was controller/processor status determined for each data flow, and is there a documented rationale?
  5. At the point of service, what is the confidentiality/consent script and what privacy information is provided?
  6. Can you show a completed referral journey map from first contact to statutory service acceptance/feedback?
  7. How are the outcomes and learnings from the joint plan systematically reviewed and used to improve future collaboration and community health outcomes?
  8. Can you provide examples of how the partnership has evolved from annual planning to influencing long-term, strategic public health priorities in the community?
  9. What formal MoU/SLA, DSA/Art.26, and DPIA are in place, and who are the Caldicott/IG leads?
  10. How does the plan align to the JSNA/HWB Strategy and ICS population health priorities/Core20PLUS5?
  11. What outcome indicators are set and how are results disaggregated by protected characteristics/Core20PLUS5?
  12. What joint risk/safeguarding assessments and outbreak protocols with UKHSA exist?
Evidence Requirements
  • The documented annual joint plan signed or formally agreed upon by both the organization and Local Public Health.
  • Minutes from joint planning and review meetings.
  • Jointly produced reports, impact assessments, or public communications related to the planned activities.
  • Evidence of resource allocation (e.g., budget lines, staff time) dedicated to implementing the joint plan.
  • Signed MoU/SLA with dispute resolution and exit clauses.
  • IG Pack: Controller/Processor rationale, Art.26 arrangement (with essence statement) or Art.28 agreement, DPIA, updated privacy notice, RoPA entry.
  • Joint risk/safeguarding register with controls and owners.
  • EqIA/EDI analysis of planned initiatives.
  • Quarterly review packs with RAG and outcome dashboards.
  • Evidence of HWB/Place participation (minutes).
  • DSPT statement of compliance (if delivering NHS/care services).
  • Safeguarding escalation protocol and DBS/safer recruitment records.
Scoring Guidelines
LevelRatingDescription
5 5/5 Co-signed MoU; DSA/DPIA; 4/4 quarterly reviews; ≥85% actions green; ≥2 outcome targets met; equity gap narrows ≥5%; participation on HWB/Place board; evidence of influencing JSNA/HWBS (e.g., cited submission, minutes of adoption).
4 4/5 MoU; DSA/DPIA; ≥3/4 reviews; ≥75% green; ≥1 outcome met; equity data collected and analysed.
3 3/5 Annual plan signed; partial DSA or DPIA; ad-hoc reviews; some outcome proxies; limited equity data.
2 2/5 Contact without plan; no IG artifacts.
1 1/5 No engagement.

Related Criteria

CWE-CWR-01 Weekly Dignified Food Support Service (Food Bank, Pantry, or Hot Meals) CWE-CWR-02 Hardship-grant / zakāt emergency fund CWE-CWR-03 Volunteer management: hours logging, safer recruitment & safeguarding CWE-CWR-04 Partnerships with local authorities and community organisations (NGOs/VCSE) CWE-CWR-05 User-impact survey results
Version
2.9.7 2025-11-05

Discussion (1)

Administrator 2026-03-07 11:08:03.740267

📋 **Version updated: 1.0.0 → 2.9.7** **Changes:** Updated islamic_references from mizan-297.json

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