A toolkit to develop Social Value Forums

Transcription

1 A toolkit to develop Social Value Forums A toolkit for understanding and promoting social value in the delivery of care and support services and developing Social Value Forums to support organisations in meeting the outcomes of the Social Services and Well-being (Wales) Act 2014

2 / Toolkit contents / Overview / Social Value 01/ Developing the Social Value Forums + Social Value Forums and networks who should be engaged? + Social Value Forums and wider networks 02/ Social Value Forums what to do + Administrative arrangements + Work programme + Communication and engagement 03/ Integrated Care Fund and supporting the Social Value Forums 04/ Evidencing Transformation + Measuring social value 05/ Long term opportunities for the Social Value Forums + Research key findings 06/ Resources

3 1 Wales Co-operative Centre/A toolkit to develop Social Value Forums / Overview > The Code of Practice in relation to Part 2 of the Social Services and Well-being (Wales) Act (SSWBA) states that Local authorities with local health board partners must establish regional forums to support social value based providers to encourage a flourishing social value sector which is able and willing to fulfil service delivery opportunities. The regional forums are more commonly known as Social Value Forums. This toolkit is not intended to be prescriptive but aims to share good practice and set out how Regional Partnership Boards and Social Value Forums can seek to develop new ways of working to embed the aspirations and principles of the Act. This is particularly aimed at: + Social value organisations. + Regional Partnership Boards (this means Local Authorities and Local Health Boards and other partners as set out in the Act and Codes of Practice). + Current and potential providers of social care, preventative and well-being services. This toolkit was produced following research with a range of stakeholders across different sectors around Wales. It aims to provide clarity and support for those involved with developing the Social Value Forums to be read alongside the Social Services and Wellbeing (Wales) Act, Part 2 and accompanying Codes. This work was commissioned and funded by the Welsh Government.

4 2 Wales Co-operative Centre/A toolkit to develop Social Value Forums / Social Value Welsh Government is keen to develop a common understanding of social value in Wales that is focused around achieving well-being outcomes and implementing the principles of the SSWBA and Wellbeing of Future Generations (Wales) Act 2015 (WBFGA). Social Value is a term that seeks to capture an ethos and value base that promotes respect, collaboration and collective endeavour towards securing well-being outcomes for individuals and communities. It is important to link this to the principles of the SSWBA: } + Well-being outcomes + Voice and control + Prevention and sustainability + Co-production The Codes of Practice set out the expectation that citizen involvement and co-production is essential for meeting well-being outcomes. Citizens must have meaningful equal involvement in saying what services are required and how these should be delivered. The SSWBA seeks to direct all providers of services to change their practice to achieve this. Social value organisations are organisations that deliver social value as a core part of their ethos and culture in a way that embodies the principles of the SSWBA. This means proactively working in a way that provides voice and control and improves well-being for citizens. Welsh Government recognises that certain organisations as listed in Part 2, section 16 of the Act, are well placed to provide social value in their work; + user-led organisations + social enterprises + co-operatives and + the third sector. The Act gives these organisations a particular role in the transformation of services and the development of new ones. Organisations can demonstrate social value by achieving the well-being of individuals and communities. A social value ethos should be embedded throughout the work of an organisation, in a way that reaches beyond the delivery of a contract or programme. Providing early intervention and preventative care and support services is important in implementing the Act. This requires robust collaboration between key partners and effective mechanisms for citizen and community engagement. Further examples can be found in the supplementary resources. Retaining a focus on the key principles of the Act at all levels of service design and delivery and throughout governance structures is key to transforming services. If the principles of the Act are put into place, then social value will flow from this.

5 3 Wales Co-operative Centre/A toolkit to develop Social Value Forums Developing the Social Value Forums 01

6 4 Wales Co-operative Centre/A toolkit to develop Social Value Forums 01/ Developing the Social Value Forums Purpose to encourage a flourishing social value sector Aim to fulfil the delivery of new services Social Value Forums should not be treated as an end in themselves and no legal structure or model can provide a panacea to the challenge of developing a Social Value Forum that works for your region. Welsh Government expects Regional Partnership Boards to demonstrate leadership and action by investing in the development of new service models and in considering how diversification of social care, preventative and wellbeing services link to other policy and economic priorities. This section sets out how the Regional Partnership Boards and the Social Value Forums can agree the role, function, membership and activities of the Forum. Social Value Forums and networks who should be engaged? Social value organisations + Social Value Forums represent an opportunity for third sector organisations, co-operatives and social enterprises to play a collective role in the strategic planning and delivery of care and support services. + Social value organisations should take a lead in developing strong, strategic Social Value Forums. Involvement can increase capacity to identify training and development needs, develop partnerships and improve the ability to secure service delivery contracts. Regional Partnership Board Collectively, Regional Partnership Boards are responsible for engaging with the work of the Social Value Forum to implement the SSWBA: + This involves ensuring that communication, influence and support flows up and down the governance structures and to wider networks you represent. + It is important to recognise that the Regional Partnership Board does not just belong to the statutory partners, but also to other members. Third sector and social value organisations and citizen/service user representatives bring their own valuable assets and expertise to the Regional Partnership Board and to Social Value Forums as equal partners. Local Health Boards + Health Boards can benefit by better coordinating strategic planning of certain services with the goals of the Regional Partnership Board and Social Value Forums. Development of robust preventative services can reduce pressure on health services. Empower different sectors and communities to form links, share information and develop collaborative working. Social Value Forums should build the involvement and voice of a range of sectors and diverse social value organisations.

7 5 Wales Co-operative Centre/A toolkit to develop Social Value Forums 01/ Social Services + A regional approach is necessary to identify and improve opportunities for integration. More diverse services can be developed through regional co-operation. + Social Value Forums may like to consider how to engage with and support the work of the Public Services Boards. Those engaged with the Social Value Forums can contribute to discussion on wider wellbeing issues, tapping into knowledge of local and regional issues and networks. The organisations and partners identified above have a clear stake in creating a successful and outcome-focused Social Value Forum that influences change. In keeping with the principles of the SSWBA, Social Value Forums should actively seek to engage with and support Regional Partnership Boards to deliver effective services that improve well-being outcomes. This should include, but not be limited to: + how Regional Partnership Boards undertake and deliver population assessments and area plans; + how Regional Partnership Boards effectively manage resources such as pooled funds to jointly commission care services; + how Regional Partnership Boards utilise spending in relation to funding streams such as the Integrated Care Fund and the Transformation Fund, and how nonstatutory organisations can contribute but also access statutory funding to deliver services on a communitybased footprint. Social Value Forums should also support representatives of the third sector on Regional Partnership Boards in carrying out their role. Similarly, Social Value Forums should seek to challenge Regional Partnership Boards to ensure that partners are consistently seeking to promote the development of social value organisations as required by section 16 of the SSWBA. Social Value Forums and wider networks The SSWBA seeks to improve well-being outcomes. Identifying solutions for improving well-being necessitates diverse and robust representation and strong communication between the representatives of decisionmakers, providers and citizens. Social Value Forums and networks provide a space for these conversations. It is necessary to involve those who operate at different levels within authorities, such as commissioning and procurement officers and Heads of Services to encourage constructive dialogue to influence meaningful change. Social Value Forums take a range of forms and can include planning or steering groups with a select membership, complemented by open membership networks and/or open membership local forums. Social Value Forums may be led by Community Voluntary Councils (CVCs), Regional Implementation Managers or local authority officers. This guidance draws upon good practice from around Wales. Membership of the Social Value Forum should include: + Service providers, with a concerted effort to represent and engage providers and potential providers who work to a social values ethos. + Representatives of citizens in direct receipt or need of services. + CVCs and representatives of other networks that include social value organisations. + Local authority representatives. + Health Board representatives. + Commissioning and procurement officers.

8 6 Wales Co-operative Centre/A toolkit to develop Social Value Forums 01/ Membership of the Social Value Forum should include (continued): + Representatives from the core theme areas identified in the population assessments and area plans including: + Older people with complex needs, long term conditions, including dementia + People with learning disabilities + Carers, including young carers + Children with complex needs due to disability or illness. This does not exclude private sector, but those who do not already demonstrate and work to a social value ethos are encouraged to change their working culture and to seek collaborations with social value organisations. Involvement in networks and local forums can support this. Opportunities to engage economic and community anchors (such as colleges, housing associations, large employers) who may procure or provide other local services that impact on well-being, should also be considered. Such organisations can feed into the longer term development of the Social Value Forums. Membership of social value networks or local forums + Regions may wish to set up larger physical and/or virtual networks or local forums in addition to a Social Value Forum that exists in the form of a smaller planning or steering group. Successful existing networks are workshop based, enabling information exchange, feedback and collaboration across a wide range of organisations. + Networks should be open to all with an interest in developing social value based solutions to service delivery. An open membership should encourage diverse representation across sectors, area plan priority areas, type of organisation and citizens. + The benefits expected are improved understanding of the work of the Regional Partnerships, increased opportunities for collaborative working, joint commissioning and maximising of resources. This additional level of engagement also informs decisions taken by the Social Value Forum. It is not enough to have representatives of large national bodies and statutory organisations involved with the Social Value Forums. Over time, more diverse organisations including smaller local social value organisations and providers need to be engaged with influencing the agenda and decision making.

9 7 Wales Co-operative Centre/A toolkit to develop Social Value Forums Social Value Forums what to do 02

10 8 Wales Co-operative Centre/A toolkit to develop Social Value Forums 02/ Social Value Forums what to do Regions have flexibility to develop Social Value Forums to accommodate geography, demographics and the range of institutions involved. Our research has identified methods that work to support you in setting up and developing Social Value Forums that are fit for purpose. It is important to have regular meetings with a clear purpose, an action plan and clear lines of communication, influence and accountability within the Regional Partnerships. Administrative arrangements + Establish clear administrative arrangements, secretariat and leadership. Seek a prominent role, such as Chair, for CVCs or other network representatives on the Social Value Forum to embed co-production and challenge traditional ways of working. + Ensure that the status of the Social Value Forum enables challenge and influence to the decision making of the Regional Partnership Board. + Set up Social Value Forum Terms of Reference and work to a purpose with a clear understanding of the principles of the Act and the concept of social value. Terms of Reference can include: + Background and principles of the Act including understanding of how social value is achieved, purpose of Social Value Forum, membership, administration and resourcing. + Frequency of meetings and events and scope of activities undertaken. Quarterly meetings of the Social Value Forum are sufficient. + Governance transparency, accountability and communication of work. This should identify how the Social Value Forum and Regional Partnership Board are linked within the governance structures and how they influence and support each other. + Monitoring and review of the function and outcomes of the Social Value Forum and any associated network or local forums. Work programme + Establish a work programme. This should include: + Monitoring and reviewing progress of area plans. + How the Social Value Forum can support the Regional Partnership Board with decisions relating to Integrated Care Fund. + Schedule of meetings, events and networks. + Communication, promotion and engagement of the Social Value Forum. + Consideration of wider policy agendas. + Reports may be published on a regional instead of a local basis with the involvement of all partners. + Establish clear methods including citizen engagement for measuring progress and reporting on the activities of the Forum for March 2019 and onwards. + Ensure that the Chair of the Regional Partnership Board holds regular meetings with the Chair of the Social Value Forum to support engagement and ability to influence the Regional Partnership Board. + Encourage provider, third sector, carer and citizen representatives on the Regional Partnership Board to attend the Social Value Forum meetings and network events where possible. This will ensure that the meetings are productive and inform good practice. Communication and engagement + Provide a single point of contact for organisations and individuals seeking further information or wishing to become involved in their local or regional Social Value Forum. Relevant documents and information on the Social Value Forum should be easy to find and access. + Establish a communications strategy that informs all key stakeholders of the role and purpose of the Social Value Forum and how organisations can get involved or provide feedback. + Clearly identify how to promote and engage relevant partners and stakeholders. Consider how to utilise existing community and business networks to take meetings or workshops out to social value organisations. Seek to empower and engage by providing ongoing opportunities for productive discussion and feedback. + Gather and publish examples of good practice that are noted to encourage others to consider new ways of working. + Not all social value organisations will be engaged with or represented by third sector CVCs. Consider how to encourage collaboration and communication across social value organisations.

11 09 Wales Co-operative Centre/A toolkit to develop Social Value Forums 02/ > The SSWBA requires a transformation in the way services are designed and delivered and expects a corresponding change to culture and governance. Although challenging, this presents a great opportunity to strengthen collaborative multi-stakeholder working and develop innovative, flexible services that create a positive change in people s lives. Set out below is the good practice that has been identified in relation to establishing and developing Social Value Forums. Social Value Forums should; + Act as a space for finding solutions to enhance and support the implementation of the SSWBA and strengthening links to other legislation and policy priorities. + Create an environment where ideas, information and good practice can be shared and networking can lead to new collaborations and partnerships and peer to peer support and development. + Improve understanding of how well-being outcomes can be achieved, and how a social values ethos can drive the delivery of services. + Think strategically on how the Social Value Forum can support the region on wider issues including linking to the Public Services Boards. + Develop and promote opportunities for alternative delivery models to provide preventative and social care and well-being services that improve wellbeing outcomes. + Seek opportunities to promote co-production with citizens and democratic membership organisations in the design and delivery of services. + Promote and support the active involvement of a wide range of organisations who may have an interest in providing services. + Provide opportunities to influence transformation of culture in the private sector and other providers that do not currently work with a social value ethos. + Support seamlessness across health and social care services. + Play a role in supporting the review and monitoring of population assessments and area plans. + Consider how to work alongside other groups such as Citizens Panels to feedback on the implementation of the area plans and the impact of actions on changing well-being outcomes. + Ensure that representatives on the Social Value Forums and Regional Partnership Boards engage with citizens, community groups and a diversity of social value organisations and service providers. This enables the sharing of information and the development of ideas and networks.

12 10 Wales Co-operative Centre/A toolkit to develop Social Value Forums 02/ Social Value Forums things to consider 1 What structure works for your region? + Steering/planning group + Wider forum or network + Local forums + A combination of the above 2 How do you engage your key stakeholders? + Social value organisations + Regional Partnership Board + Social Services + Local Health Board 3 Who should be members of the Social Value Forum and other associated networks? 4 What is the purpose and aim of the Social Value Forum? 5 What administrative arrangements will work best? 6 What needs to be included on + Terms of Reference + Work Programme And how will these be monitored and reviewed? 7 How will you communicate the work, activities and outcomes of the Social Value Forum and engage wider stakeholders including citizens? 8 How will you measure the success of the work of the Social Value Forum and seek feedback from stakeholders?

13 11 Wales Co-operative Centre/A toolkit to develop Social Value Forums Integrated Care Fund and supporting the Social Value Forums 03

14 12 Wales Co-operative Centre/A toolkit to develop Social Value Forums 03/ Integrated Care Fund and supporting the Social Value Forums Regional Partnership Boards have a clear stake in ensuring that the Social Value Forum functions effectively and therefore should allocate resources to support the work undertaken by the Forum including covering the running costs. The Integrated Care Fund (ICF) is available to support the implementation of section 16 of the SSWBA and can be used to support the work of the Social Value Forums. Here s how: + Regional Partnership Boards should utilise the expertise of the Social Value Forum to advise on projects to fund with ICF, for example determine how care and support services can be diversified and developed by investing resources in the development of new service models. + It is often challenging for social value organisations to secure ICF grants. The Social Value Forum and Regional Partnership Board should create a mechanism to allocate a proportion of ICF to social value organisations to promote their development and ability to enter the market. + With the support of the Social Value Forum, Regional Partnership Boards should invest in commissioning by developing the skills and capacity to co-produce solutions and procure from social value organisations. This can include specifying requirements in tenders that encourage a commitment to social value and well-being or utilising reserved contracts. + Consider how authorities can procure in ways that encourage stability, build local capacity and fund services through mechanisms that are not unfairly competitive or too short term. Every aspect of developing the Social Value Forums and progressing actions and activities should be assessed against whether or not they are improving people s well-being outcomes. This is the key indicator as to how well you are meeting the aspirations of the Act. Social Value Forums are a valuable asset and resource for the regions and should influence the strategic direction and decision-making of the Regional Partnership Boards and Leadership Groups.

15 13 Wales Co-operative Centre/A toolkit to develop Social Value Forums Evidencing Transformation 04

16 14 Wales Co-operative Centre/A toolkit to develop Social Value Forums 04/ Evidencing Transformation New methods of evidencing social value and transformational change are being developed in Wales, such as Measuring the Mountain and Most Significant Change and these will play an increasingly important role in demonstrating well-being outcomes. Case studies support others to understand how successful services have been designed and delivered. Sharing learning is crucial for encouraging good practice across Wales. Examples of case studies are: Early Help Hub b_casestudy1.pdf > The Public Services (Social Value Act) 2012 Welsh Government is clear that social value must be demonstrated by means beyond pure quantification of monetary value of projects to demonstrating how people s lives are changed and well-being outcomes are met. The resources link to effective forms of measuring and demonstrating social value which are in use in Wales. Community Health and Well-being Co-ordination Service unityconnectors_pavo.pdf Measuring Social Value Quantifying social value can be burdensome, especially for small providers that the Act seeks to develop. There is a place for identifying reasonable performance indicators and certain outputs but quantification does not necessarily identify whether people s well-being outcomes are being met. Although forms of measurement exist that aim to quantify social value, such as Social Return On Investment and the National TOMS Framework, these alone do not meet the aspirations of the Act to produce positive individual wellbeing outcomes. Demonstrating return on investment as a justification for contracting to the third sector, social enterprises, co-operatives and user-led organisations, misses the point of the Act. Social value comes from the principles of the Act being put into practice and through this, improving well-being outcomes.

17 15 Wales Co-operative Centre/A toolkit to develop Social Value Forums Long term opportunities for the Social Value Forums 05

18 16 Wales Co-operative Centre/A toolkit to develop Social Value Forums 05/ Long term opportunities for the Social Value Forums Social Value Forums are likely to increase in importance and influence over time. Consider what the provision of care support, prevention and well-being services may look like in 15 years and beyond. Many recommended actions in the Parliamentary Review into Health and Social Care in Wales will benefit from utilising Social Value Forums to build collaboration, co-production and engagement, improve governance and develop new models of care delivery. The Review reinforces the aspirations of Act and states that commissioning in Local Health Boards needs to be strengthened and whenever possible contracts should be used to support and collaborate with social enterprises and other community based organisations. It is important that the Regional Partnership Board futureproof the work of the Social Value Forum, seek sustainable resourcing and improve capacity and expertise to develop the work of the Forum. Over time, a robust Social Value Forum can serve as a central link for directing the development of local and regional preventative and wellbeing services across a range of policy areas. The model being developed for the Social Value Forum has potential to support wider well-being. Consider how the Forum can be utilised in the longer term to create coherence in the implementation of the Social Services and Well-being Act, Well-being of Future Generations Act and economic policy drivers. Research key findings Wales Co-operative Centre in partnership with Wales Council for Voluntary Action produced research on the development of the Social Value Forums. The 2017 findings are summarised below. + A shared understanding of social value and how this is demonstrated is required to support the cultural change needed to achieve well-being outcomes. + A clear narrative focused on the principles of the SSWBA should underpin the strategic development of the Regional Partnership Boards and Social Value Forums. + Good practice, expertise and innovation already exists across the third sector in developing services. This should be enhanced, rather than duplicated. + Lack of clarity on the purpose and methods of promoting and supporting social value organisations is hindering the implementation of the Act. + Structures, representation and leads on the Social Value Forums are highly variable across regions resulting in different approaches to Social Value Forum development. + Different priorities are currently competing for time and resources and thinking space is needed throughout organisations and sectors to create the transformational change expected by Welsh Government and required by the legislation. Appropriate training and resources are needed to support this. For organisations that are familiar with process-driven decision making and service delivery measured by Key Performance Indicators, the ambition of the SSWBA to focus on individual well-being outcomes requires a significant change to thinking and practice. Yet, a great deal of good practice already exists across sectors which has the potential to achieve change in line with the aspirations of the Act. Third sector, co-operatives, social enterprises and user-led organisations already create social value as part of their business as usual and are familiar with principles of public engagement, co-production and design and delivery of preventative services. Social Value Forums provide the opportunity to enhance and utilise the expertise of such social value organisations and support authorities in meeting the duty to promote the organisations listed in Part 2, section 16 of the SSWBA.

19 17 Wales Co-operative Centre/A toolkit to develop Social Value Forums Resources 06

20 18 Wales Co-operative Centre/A toolkit to develop Social Value Forums 06/ Resources Further support Supplementary resources such as the policy context, case studies and scene setting can be found on the WCVA website Social Business Wales Support for starting up or operating a social business. Care to Co-operate Wales Co-operative Centre s Care to Co-operate project supports the start-up and development of a range of cooperative models. Wales Council for Voluntary Action Getting Started Running Your Organisations Wales Council for Voluntary Action have produced a series of case studies from around Wales that demonstrate good practice in designing and developing new services. This includes prevention and well-being services and examples of successful co-production of commissioning of services. Social Firms Wales Existing networks County Voluntary Councils Co-production Network Wales Social Co-operation Forum Social Value UK Integrated Care Fund (ICF) g=en Evidencing transformation Most Significant Change significant_change Measuring the Mountain Community of Enquiry Bibliography SSWBA resources Future Generations Act resources Prudent Healthcare Parliamentary Review Programme for Government Prosperity for All Economic drivers such as the foundational economy, inclusive economies and economic and community anchors Wales Co-operative Centre Y Borth, 13 Beddau Way Caerphilly, CF83 2AX Telephone: info@wales.coop Web: wales.coop The Wales Co-operative Development and Training Centre Limited (trading as the Wales Co-operative Centre) is a registered society under the Co-operative and Community Benefit Societies Act 2014, number R. This publication is available in Welsh. Other formats, such as large print or braille, are available on request. We welcome correspondence in English or Welsh and aim to provide an equal standard of service in both languages.