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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.

KPI / Measure
MetricJoint delivery, outcome, and equity scorecard
TargetDelivery ≥85%, ≥2 outcomes met, equity gap −≥5%
FrequencyQuarterly and Annual
MethodComposite of delivery RAG, outcome targets, and equity gap change
UnitPercentage and absolute change
Maturity Levels
Level 1: Initial/Ad-hoc

Informal contact exists with Local Public Health. Engagement is ad-hoc and reactive, typically in response to specific events or requests, with no formal joint plan.

Level 2: Developing

A basic formal process for communication with Local Public Health is established. Some joint activities may occur, but they are not guided by a documented, shared annual plan.

Level 3: Established

A formal, documented joint plan is developed annually, aligned to JSNA/HWBS. Basic roles, initial KPIs defined; DSA/DPIA initiated; a joint risk/safeguarding register exists.

Level 4: Advanced

Plan implemented with quarterly reviews; DSA/DPIA in place; ≥75% actions green; at least one outcome target achieved; results disaggregated for Core20PLUS5/protected characteristics and used to refine next year’s plan.

Level 5: Optimizing

Acts as strategic partner on HWB/ICB Place; co-designs multi‑year strategies; influences JSNA/HWBS refresh; achieves multiple outcome targets with equity gap reduction; publishes joint impact report.

Applicability

Organisation Types

community-center charity-relief humanitarian-aid healthcare-service counselling-mental-health elderly-care mosque-prayer-space islamic-center zakat-sadaqah-body

By Organisation Size

SizeApplicabilityNotes
Micro exempt Disproportionate. Lacks capacity for formal statutory partnerships, SLAs, or joint steering groups.
Small exempt Disproportionate administrative burden; formal SLAs, steering groups, and named SROs are not feasible.
Medium partial Scaled down to basic joint meetings and simple agreements; full steering groups and formal SLAs are disproportionate unless directly commissioned.
Large full
Major full

Applicable When

  • Organization has a community welfare or health-related mandate
  • Organization operates within a geographical area served by a Local Public Health authority
  • Organization is large enough to engage in formal collaborative agreements
  • Organization operates within an ICS footprint with an ICB/Place public health lead or has access to UKHSA Health Protection Team.
  • Multi-LA operations: Primary LA/Place is where ≥50% of beneficiaries reside OR where the main site operates. Maintain outbreak/referral protocols for secondary LAs.

Not Applicable When

  • Organization's activities are entirely outside of health and welfare (e.g., purely religious activities with no social outreach)
  • Organization operates in a location where Local Public Health infrastructure is absent or inaccessible
  • Micro-organisations may evidence Level 2 via a VCS Alliance conduit agreement recognised by the DPH/ICB Place.

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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