Shared planning guidance for NHS trusts and foundation trusts

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Planning guidance for the NHS for 2016/17 to 2020/21 from England's leading national health and care bodies.

We and NHS England have published this year’s operational and contracting planning guidance three months earlier than normal to help you plan more strategically.

For the first time, the planning guidance covers two financial years, to provide greater stability and support transformation. This is underpinned by a two-year tariff and two-year NHS Standard Contract.

NHS shared planning guidance


Technical guidance

Supplementary technical guidance for NHS trusts and foundation trusts

Technical guidance for NHS finance planning template 2017/18 and 2018/19 PDF, 1.7 MB

Sets out how to complete the Provider Financial Monitoring System (PFMS) template required for planning submission dates on 24 November and 23 December 2016 (please see key dates and deadlines below for further information).

Technical guidance for NHS planning 2017/18 – workforce planning PDF, 435.8 KB

Sets out the specific changes to the workforce planning template which you must consider when developing and submitting workforce plans. The planning template has been sent to each trust.

Supplementary technical guidance for commissioners

Sustainability and transformation fund and financial control totals

Sustainability and transformation fund and financial control totals for 2017/18 and 2018/19: indicative guidance PDF, 750.6 KB

Guidance for providers on the sustainability and transformation fund and financial controls for 2017/18 and 2018/19

Developing sustainability and transformation plans

Trust portal and submissions

Trust portal and submission user guide PDF, 209.5 KB

This guide is for submissions related to 2017/18. For submissions relating to 2016/17, please continue to use your existing submission methods until further notice.

Key dates and deadlines

Planning guidance timetable

Key milestones for the NHS planning guidance for 2016/17 to 2020/21 from England's leading national health and care bodies. Items are applicable to all bodies unless specifically stated.

Timetable item Due date
Planning Guidance published 22 September 2016
Technical Guidance issued 22 September 2016
Commissioner Finance templates issued (commissioners only) 22 September 2016
Draft NHS Standard Contract and national CQUIN scheme guidance published 22 September 2016
National Tariff draft prices issued 22 September 2016
Provider control totals and STF allocations published 30 September 2016
Commissioner allocations published 21 October 2016
NHS Standard Contract consultation closes 21 October 2016
Submission of STPs 21 October 2016
National Tariff section 118 consultation documents issued 31 October 2016
Provider finance, workforce and activity templates issued with related technical guidance (providers only) 1 November 2016
Submission of summary level 2017/18 to 2018/19 operational financial plans (commissioners only) 1 November 2016 (noon)
Final CCG and specialised services CQUIN scheme guidance issued 4 November 2016
Commissioners (CCGs and direct commissioners) to issue initial contract offers that form a reasonable basis for negotiations to providers 4 November 2016
Final NHS Standard Contract published 4 November 2016
National Tariff section 118 consultation opens 9 November 2016
Providers to respond to initial offers from commissioners (CCGs and direct commissioners) 11 November 2016
Submission of full draft 2017/18 to 2018/19 operational plans 24 November 2016 (noon)
Weekly contract tracker to be submitted by CCGs, direct commissioners and providers Weekly from: 21/22 November 2016 to 30/31 January 2017
Where CCG or direct commissioning contracts not signed and contract signature deadline of 23 December at risk, local decisions to enter mediation 5 December 2016
Contract mediation 5 – 23 December 2016
National Tariff section 118 consultation results announced W/C 12 December 2016
Publish National Tariff 20 December 2016
National deadline for signing of contracts 23 December 2016
Final contract signature date for CCG and direct commissioners for avoiding arbitration 23 December 2016
Submission of final 2017/18 to 2018/19 operational plans, aligned with contracts 23 December 2016
Final plans approved by boards or governing bodies of providers and commissioners By 23 December 2016
Submission of joint arbitration paperwork by CCGs, direct commissioners and providers where contracts not signed By 9 January 2017
Arbitration outcomes notified to CCGs, direct commissioners and providers Within two working days after panel date
Contract and schedule revisions reflecting arbitration findings completed and signed by both parties By 31 January 2017

On 11 November we updated the timetable to reflect the new 6 December deadline for closure of the National Tariff section 118 consultation and the publication of the:

  • National Tariff section 118 consultation (31 October)
  • final CQUIN and prescribed specialised services CQUIN guidance (4 November)

Proposed national tariff prices for 2017/18 and 2018/19

We've published proposed national tariff prices for 2017/18 and 2018/19 to help NHS providers and commissions with the planning process. The prices have not yet been finalised and are subject to statutory consultation later in the year.

Quality, service improvement and redesign programme

Programme aimed at supporting health systems to develop quality and efficiency improvement capability in their system in order to build a sustainable local skills base from which to tackle the challenges identified in their sustainability and transformation plan. 

Considerations for determining local health and care economies

Monitor research on defining the boundaries of local health and care systems which may be useful to clinical commissioning groups, NHS trusts and foundation trusts, local authorities, other key partners and arm’s length bodies when they agree their planning or transformation footprints.

Self-certification templates: foundation trusts only

Two annual self-certification templates (general condition 6 of the NHS provider license and corporate governance statement, AHSCs and training of governors) must be submitted to Monitor.

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