Publications

Roundtable summary - primary care

Tue, 7 February 2012 10:38:28 +0000

Monitor held a roundtable discussion in December to explore what the proposals in the Health and Social Care Bill will mean for primary care providers and clinical commissioners. Our roundtable, held under the Chatham House Rule, brought together a number of leading primary care leaders, practitioners and policy experts.

Developing further Continuity of Services licence conditions: stakeholder engagement document (tranche 2)

Mon, 6 February 2012 14:09:33 +0000

In this document, we set out our proposed Continuity of Services licence conditions (tranche 2) and asked for your views on how they should be developed.

Licence criteria: stakeholder engagement document (tranche 2)

Mon, 6 February 2012 14:08:48 +0000

In this document, we set out our licence criteria and ask for your views on them.

Developing further Pricing licence conditions: stakeholder engagement document (tranche 2)

Mon, 6 February 2012 14:04:38 +0000

In this document, we set out our proposed pricing licence condition (condition 5, constructive engagement for local tariff modifications) and asked for your views on how it should be developed.

Developing the new NHS Provider Licence: A Framework Document

Mon, 6 February 2012 13:23:18 +0000

In November 2011, we asked for feedback from stakeholders on this document, which sets out our early thinking on licensing. As planned, and following the publication of some proposed licence conditions, we are now seeking further comments on the Framework for an additional four-week period.

Developing the Competition Oversight and Integrated Care licence conditions: stakeholder engagement document (tranche 2)

Mon, 6 February 2012 12:21:22 +0000

In this document, we set out our proposed Competition Oversight and Integrated Care licence conditions and asked for your views on how they should be developed.

Delivering sustainable cost improvement programmes

Fri, 27 January 2012 10:01:08 +0000

This guide looks at the evidence from cost improvement plans (CIPs) across the NHS to identify important lessons and provides examples of how NHS trusts and foundation trusts can deliver CIPs whilst improving patient care, patient satisfaction and safety.

NHS Foundation Trust Annual Reporting Manual 2011/12

Thu, 26 January 2012 11:05:03 +0000

The NHS Foundation Trust Annual Reporting Manual 2011/12 provides guidance to foundation trusts on producing their annual reports and accounts.

Consultation on proposed amendments to the NHS Foundation Trust Annual Reporting Manual for 2011/12

Thu, 26 January 2012 10:54:53 +0000

This consultation relates to the proposed amendments of the financial reporting requirements in the NHS Foundation Trust Annual Reporting Manual 2011/12 (FT ARM). This consultation closed on Friday 16 December 2011.

Developing the Pricing Licence Conditions: Stakeholder Engagement Document

Tue, 24 January 2012 10:10:49 +0000

In this document, we set out our proposed Pricing licence conditions and asked for your views on how they should be developed.

Developing the Foundation Trust Enduring Licence Conditions: Stakeholder Engagement Document

Tue, 24 January 2012 10:06:46 +0000

In this document, we set out our proposed Foundation Trust Enduring licence conditions and asked for your views on how they should be developed.

Developing the General Licence Conditions: Stakeholder Engagement Document

Tue, 24 January 2012 10:06:07 +0000

In this document, we set out our proposed General licence conditions and asked for your views on how they should be developed.

Developing the Foundation Trust Governance and Financial Oversight Licence Conditions: Stakeholder Engagement Document

Tue, 24 January 2012 10:05:04 +0000

In this document, we set out our proposed Foundation Trust Governance and Financial Oversight licence conditions and asked for your views on how they should be developed.

Developing the Continuity of Services Licence Conditions: Stakeholder Engagement Document

Tue, 24 January 2012 10:01:52 +0000

In this document, we set out our proposed Continuity of Services licence conditions and asked for your views on how they should be developed.

Developing the Competition Oversight and Integrated Care Licence Conditions: Stakeholder Engagement Document

Tue, 24 January 2012 10:01:02 +0000

In this document, we set out our proposed Competition Oversight and Integrated Care licence conditions and asked for your views on how they should be developed.

Schedule 6 of the terms of authorisation

Fri, 20 January 2012 15:22:52 +0000

Schedule 6 of an NHS foundation trust’s terms of authorisation lists the information they have a legal or statutory obligation to supply.

Consultation on amendments to the Compliance Framework for 2012

Tue, 3 January 2012 11:01:01 +0000

The Compliance Framework is at the core of Monitor’s regulatory framework. This consultation closes at 5pm, Friday 24 February 2012.

Quality Assurance Department review of the 2010/11 audits of foundation trusts

Fri, 9 December 2011 15:38:42 +0000

Lessons learned from Monitor's review of significant Transforming Community Services transactions

Fri, 2 December 2011 11:14:09 +0000

This report highlights lessons learned from the 27 TCS transactions we have reviewed between December 2010 and November 2011. These learnings are relevant to any transaction a foundation trust may be undertaking.

The Health and Social Care Bill: Monitor's evolving role

Mon, 14 November 2011 10:16:30 +0000

This information sheet outlines Monitor’s proposed roles and responsibilities as set out in the Health and Social Care Bill.

Roundtable summary - exploring Monitor's proposed new role

Mon, 14 November 2011 10:15:19 +0000

Monitor held a roundtable in July to explore our proposed new role, and in particular to consider priorities that Monitor could drive that would provide early wins for patients. Our roundtable, held under the Chatham House Rule, drew on expertise from a patient representative, parliamentarians, think tanks and health experts.

Roundtable summary - acting in the best interests of patients

Mon, 14 November 2011 9:54:26 +0000

Monitor held a roundtable in October to consider how to ensure that it acts in the best interests of patients when it takes on its proposed new role. Our roundtable, held under the Chatham House Rule, brought together a number of leading patient representatives, patient organisations and patient focused policy makers.

Briefing for Commissioners

Fri, 4 November 2011 12:49:04 +0000

This briefing aims to give commissioners of NHS services an overview of the role of Monitor and our approach to regulating NHS foundation trusts. It also sets out examples of when we would expect commissioners to contact us.

Applying for NHS Foundation Trust Status: Guide for Applicants

Mon, 10 October 2011 12:58:05 +0000

This document covers all of the stages of the application process from the SHA-led Trust Development Phase and the Secretary of State Support Phase through to Monitor’s assessment process and the application outcome. Please note that since this document was published, updates have been made to Chapters 5 and 6 and Monitor’s appendices in the Guide for Applicants published in November 2008. This update supersedes the relevant chapters in the November 2008 Guide for Applicants.

Amendments to Applying for NHS Foundation Trust Status - Guide for Applicants (July 2010)

Mon, 10 October 2011 12:50:08 +0000

This document provides an update to Chapters 5 and 6 and Monitor’s appendices of the 2008 Guide for Applicants and supersedes the relevant chapters in that version. Appendix B12 of this document was updated in June 2011 to bring it in line with the Compliance Framework 2011/12.

Quality Governance Framework

Fri, 30 September 2011 15:37:15 +0000

The Quality Governance Framework assesses the combination of structures and processes in place, both at and below board level, which enable a trust board to assure the quality of care it provides. The framework now forms part of the assessment process, Compliance Framework and risk-assessment of transactions.

Compliance Framework 2011/12

Tue, 20 September 2011 13:26:03 +0000

The Compliance Framework sets out the approach we will take in 2011/12 to assess the compliance of NHS foundation trusts with their terms of authorisation and to intervene where necessary.

Consultation on community service governance indicators and quality governance assessments in transactions

Fri, 16 September 2011 12:21:35 +0000

The consultation closed at 5pm on Monday 27 June 2011.

Quality governance assurance in transactions: Monitor's requirements for 2011/12

Fri, 16 September 2011 12:01:53 +0000

Community services governance indicators: Monitor's requirements for 2011/12

Mon, 22 August 2011 12:13:28 +0000

Monitor's Rules of Procedure

Mon, 15 August 2011 17:59:08 +0000

The rules of procedure establish Monitor’s Board and regulate its procedures and that of its committees.

Business Plan 2011/12

Wed, 20 July 2011 11:05:06 +0000

The Business Plan 2011/12 builds on our Corporate Plan 2009-12.

Monitor's Annual Report and Accounts 2010/11

Thu, 14 July 2011 17:36:06 +0000

Monitor's Annual Report and Accounts 2010/11 provides a review of the year and includes performance against the priorities we set in our 2010/11 Business Plan.

NHS Foundation Trusts: Consolidated Accounts 2010/11

Thu, 14 July 2011 15:09:05 +0000

Consolidated accounts for the 136 NHS foundation trusts authorised at 31 March 2011.

Case study: University Hospital of South Manchester NHS Foundation Trust

Wed, 6 July 2011 16:45:03 +0000

This case study has been prepared with UHSM, through interviews with members of its boards of directors and governors, to share the learning from their experience of the trust being in significant breach of its terms of authorisation.

Current practice in NHS foundation trust member recruitment and engagement

Tue, 5 July 2011 10:41:01 +0000

Current practice in NHS foundation trust member recruitment and engagement is a joint report produced by Monitor, Electoral Reform Research (part of Electoral Reform Services) and Membership Engagement Services.

Survey of NHS Foundation Trust Governors 2010/11

Tue, 5 July 2011 10:35:01 +0000

This report summarises the findings of a survey of NHS foundation trust governors conducted by Monitor between December 2010 and January 2011.

Consultation on proposed financial reporting amendments to the NHS Foundation Trust Annual Reporting Manual for 2010-11

Wed, 15 June 2011 12:33:21 +0000

This consultation closed 5pm on Friday 10 December 2010

Lessons learned from recent NHS foundation trust applications

Wed, 15 June 2011 12:33:08 +0000

Monitor periodically reviews recent assessments of applications for foundation trust status to identify the reasons why some have been unsuccessful. This short report sets out some of the lessons learned from applicants who have been deferred, rejected or have postponed their application.

Transactions Manual for providers and commissioners of NHS services

Wed, 15 June 2011 12:31:49 +0000

This Transactions Manual has been jointly developed by Monitor and the Department of Health to support best practice amongst providers and commissioners of NHS services as they develop transactions within the UK health economy.

Audit Code for NHS Foundation Trusts

Wed, 15 June 2011 12:30:54 +0000

This is the revised version of the code, which applies to audits and auditors of NHS foundation trusts from 1 April 2011 onwards.

Key learnings from regulatory action in 2010

Wed, 15 June 2011 12:30:51 +0000

This short report sets out some of the lessons learned from NHS foundation trusts that have been in significant breach of their terms of authorisation

How to complain

Wed, 15 June 2011 12:30:02 +0000

This leaflet explains how you can complain about NHS healthcare services. It also explains how you can make a complaint about Monitor.

About Monitor: Effective Regulation, Better Patient Care

Wed, 15 June 2011 12:00:48 +0000

This short publication provides an introduction to Monitor's three main areas of work.

Monitor and NHS foundation trusts: An introduction for Parliamentarians and their staff

Wed, 15 June 2011 12:00:38 +0000

This publication highlights Monitor’s role and how we work with Parliament.

NHS Foundation Trust Annual Reporting Manual 2010-11

Tue, 17 May 2011 11:35:23 +0000

This document comprises both the financial and additional annual reporting requirements for 2010-11. It replaces the Annual Reporting Manual which was published on 28 February 2011 and included financial reporting requirements only. It now includes information on accounting for Transforming Community Services transactions (see page 37)

NHS Foundation Trust Annual Reporting Manual 2009-10 (Previously titled: Foundation Trust Financial Reporting Manual 2009-10)

Tue, 26 April 2011 16:34:51 +0000

The NHS Foundation Trust Annual Reporting Manual 2009/10 provides guidance to foundation trusts on producing their annual reports and accounts. This document was previously called the NHS Foundation Trust Financial Reporting Manual 2009/10 (FT FReM); it has been renamed to reflect the enhancements we have made to the manual following consultation on additional reporting requirements.

Transforming Community Services: Transactions Guidance for NHS Foundation Trusts

Thu, 21 April 2011 9:57:50 +0000

This document provides guidance for NHS foundation trusts, which are undertaking ‘Transforming Community Services’ (TCS) transactions, on Monitor’s regulatory process for reviewing such transactions.

Developing the role of NHS foundation trust governors

Mon, 18 April 2011 14:51:17 +0000

This publication provides a summary of the findings of Monitor's survey of foundation trust governors in 2007 and follow up events held in 2008, and highlights areas for future development.

Guide for Governors: Audit Code for NHS Foundation Trusts

Mon, 18 April 2011 14:48:02 +0000

Update on progress following the internal audit report Learnings and Implications from Mid Staffordshire NHS Foundation Trust

Mon, 18 April 2011 14:09:08 +0000

This report sets out the actions taken and progress against each of the 14 recommendations in the Internal Audit report published in September 2009. Also published below is an updated internal audit report on Monitor's progress in implementing the changes required.

Detailed Guidance for External Assurance on Quality Reports

Wed, 6 April 2011 17:15:24 +0000

This document sets out detailed guidance for NHS foundation trusts and their auditors to enable them to carry out the external assurance engagement on Quality Reports from 2010/11.

Consultation on amendments to the Compliance Framework for 2011-12

Wed, 6 April 2011 10:21:33 +0000

The consultation closed on Friday 25 February 2011.

Consultation on additional annual reporting requirements

Wed, 6 April 2011 10:14:57 +0000

This consultation closed Tuesday 22 February 2011.

Quality Assurance Department review of the accounts of NHS foundation trusts for 2009-10

Fri, 18 March 2011 14:20:22 +0000

Restructuring costs / revenue recognition

Fri, 18 March 2011 14:08:20 +0000

This document provides guidance for foundation trusts on issues regarding recognition of revenue and restructuring costs.

Contract dispute resolution: advice for NHS foundation trusts

Fri, 18 March 2011 14:02:24 +0000

This advice summarises the dispute resolution procedure for NHS foundation trusts.

Guide to Monitor for NHS foundation trust governors

Wed, 24 November 2010 11:24:17 +0000

Risk Evaluation for Investment Decisions by NHS Foundation Trusts

Tue, 23 November 2010 13:55:23 +0000

This document sets out governance processes for all major investments undertaken by NHS foundation trusts.

Your Statutory Duties: A Reference Guide for NHS Foundation Trust Governors

Mon, 15 November 2010 11:30:05 +0000

This guide examines ways in which governors can deliver their statutory duties

Key themes from stage two of Monitor's annual plan review 2010

Tue, 2 November 2010 16:17:52 +0000

Monitor has identified some common themes emerging from the second stage of its review of foundation trusts’ annual plans covering the years 2010-11, 2011-12 and 2012-13, which was carried out by independent advisers.

Code of Governance for NHS Foundation Trusts

Tue, 2 November 2010 15:51:31 +0000

The purpose of the Code of Governance is to assist NHS foundation trust boards in improving their governance practices by bringing together the best practice of public and private sector corporate governance. The code sets out a common overarching framework for the corporate governance of NHS foundation trusts and complements the statutory and regulatory obligations on them.

Service-line reporting: How SLR can improve productivity and performance in NHS foundation trusts

Tue, 2 November 2010 14:35:45 +0000

This document provides an overview of the benefits of service-line management.

Governors in NHS Foundation Trusts: What the law says you have to do

Tue, 2 November 2010 14:30:41 +0000

Easy read version of: Your statutory duties: a reference guide for NHS foundation trust governors

Monitor's Annual Report and Accounts 2009-10

Tue, 2 November 2010 12:45:00 +0000

Monitor's Annual Report and Accounts 2009-10 provides a review of the year and includes performance against the priorities we set in our 2009-12 Corporate Plan.

NHS Foundation Trusts: Consolidated Accounts 2009-10

Tue, 2 November 2010 12:44:54 +0000

The consolidated accounts for 2009-10 for the 129 NHS foundation trusts authorised at 31 March 2010.

NHS foundation trusts: Review of twelve months to 31 March 2010

Tue, 2 November 2010 12:44:39 +0000

This report covers the period from 1 January to 31 March 2010 (quarter four 2009-10)

Forward Plan Financial Return (IFRS) 2009/10 ARA Template

Tue, 2 November 2010 12:42:46 +0000

Business Plan 2010-11

Tue, 2 November 2010 12:42:41 +0000

The Business Plan 2010-11 builds on our Corporate Plan 2009-12.

Guide to Monitor for Local Involvement Networks (LINks)

Tue, 2 November 2010 12:42:17 +0000

This leaflet has been produced for Local Involvement Networks (LINKs). It describes Monitor’s role and how we regulate NHS foundation trusts.

NHS foundation trusts: review of six months to 30 September 2009

Tue, 2 November 2010 12:40:08 +0000

This report covers the period from 1 July to 30 September 2009 (quarter two 2009-10)

Monitor's Annual Report and Accounts 2008-09

Tue, 2 November 2010 12:37:42 +0000

Monitor's Annual Report and Accounts 2008-09 describes progress towards meeting the objectives outlined in the 2008-09 Business Plan.

NHS foundation trusts: review of twelve months to 31 March 2009

Tue, 2 November 2010 12:37:30 +0000

This report on the performance of NHS foundation trusts and Monitor’s regulatory activity is based on quarterly submissions to Monitor by the 115 NHS foundation trusts authorised at 31 March 2009.

Corporate Plan 2009-12

Tue, 2 November 2010 12:34:33 +0000

This Corporate Plan outlines Monitor's vision, mission, goals and strategy for 2009-12.

Business Plan 2008-09

Tue, 2 November 2010 12:33:39 +0000

The Business Plan 2008-09 builds on our Corporate Plan 2006-09.

Monitor's Annual Report and Accounts 2005

Tue, 2 November 2010 12:33:28 +0000

This annual report for 2005 shows the year as a busy and productive one for Monitor.

NHS foundation trusts: review of nine months to 31 December 2008

Tue, 2 November 2010 12:33:10 +0000

This report on the performance of NHS foundation trusts and Monitor’s regulatory activity is based on quarterly submissions to Monitor by the 112 NHS foundation trusts authorised at 31 December 2008.

Consultation on additional annual reporting requirements for 2009-10

Mon, 4 October 2010 13:31:02 +0000

This consultation closed on 25 January 2010.

NHS Foundation Trusts: Consolidated Accounts 2008-09

Thu, 16 September 2010 11:44:23 +0000

The consolidated accounts for 2008-09 for the 115 NHS foundation trusts authorised at 31 March 2009.

Compliance Framework 2009-10

Wed, 15 September 2010 9:45:30 +0000

The Compliance Framework describes Monitor's approach for monitoring compliance by NHS foundation trusts with the terms of their authorisation.

NHS Foundation Trusts: Review and Consolidated Accounts 2007-08

Mon, 23 August 2010 11:54:31 +0000

Monitor’s review of foundation trusts’ performance for the year 2007-08.

Lessons learned from wave 2 assessments

Wed, 18 August 2010 14:51:26 +0000

This letter contains lessons learned from the wave 2 assessments.

Lessons learned from Group 1 applicants

Wed, 18 August 2010 14:47:23 +0000

This letter summarises lessons learned from the Group 1 application process.

Learning and implications from Mid Staffordshire NHS Foundation Trust

Thu, 5 August 2010 10:34:09 +0000

Following the significant failings in quality of care at Mid Staffordshire NHS Foundation Trust, Monitor commissioned KPMG, our internal auditors, to produce a report considering how our methods and processes could be improved. The purpose of this review was not only to learn potential lessons, but also to share them with others in the healthcare system.

Monitor's management response to the Internal Audit Report on lessons learnt from Mid Staffordshire NHS Foundation Trust

Thu, 5 August 2010 10:32:06 +0000

This publication details the response from Monitor’s senior management to the internal audit report into the lessons learnt at Mid Staffordshire NHS Foundation Trust.

Overview of changes to the Guide for Applicants (November 2008)

Tue, 13 July 2010 14:34:46 +0000

Please note that since this document was published, updates have been made to Chapters 5 and 6 and Monitor’s appendices in the Guide for Applicants published in November 2008. This update supersedes the relevant chapters in the November 2008 Guide for Applicants.

Applying for a Merger involving an NHS Foundation Trust: Guide for Applicants

Tue, 13 July 2010 10:22:49 +0000

This guidance explains how Monitor will assess any merger plan involving one or more foundation trusts.

Consultation on an update to the Guide for Applicants – Quality Governance

Tue, 6 July 2010 17:14:40 +0000

This consultation closed on 6 April 2010.

Applying for a Merger involving an NHS Foundation Trust: Guide for Applicants

Wed, 30 June 2010 15:31:34 +0000

This guidance explains how Monitor will assess any merger plan involving one or more foundation trusts.

NHS foundation trusts: Review of nine months to 31 December 2009

Tue, 29 June 2010 10:17:21 +0000

This report covers the period from 1 October to 31 December 2009 (quarter three 2009-10)

The role of boards in improving patient safety

Tue, 15 June 2010 14:57:12 +0000

This publication offers guidance to boards on delivering improvements to patient safety

Information Data Requests – Guidance for NHS Foundation Trusts and Sponsors

Mon, 7 June 2010 15:42:55 +0000

This document explains the changed requirements relating to information data requests to NHS Foundation Trusts.

Consultation on the de-authorisation of NHS foundation trusts

Thu, 3 June 2010 13:02:36 +0000

The consultation closed on Wednesday 26 May 2010

Annual plan 2009/10: advice for NHS foundation trusts

Tue, 18 May 2010 15:56:44 +0000

Detailed Guidance for the Dry-Run of External Assurance on the Quality Reports

Thu, 13 May 2010 14:35:08 +0000

This document sets out detailed guidance for NHS foundation trusts and their auditors to enable them to carry out the dry run of the external assurance proposals on the 2009/10 Quality Reports.

Consultation on Amendments to the Compliance Framework for 2010/11

Wed, 12 May 2010 10:56:26 +0000

This consultation closed Friday 26 February 2010.

Survey of Foundation Trust Governors

Mon, 10 May 2010 14:42:57 +0000

This report documents in full the results of the Ipsos MORI research carried out in October 2007 that formed the basis of Developing the role of NHS foundation trust governors.

Protection of Assets: Guidance for NHS Foundation Trusts

Mon, 10 May 2010 14:18:00 +0000

An NHS foundation trust may not dispose of protected property without the approval of Monitor. This document outlines Monitor's regime for protected property.

Effective governance in NHS foundation trusts briefing

Mon, 10 May 2010 14:16:21 +0000

The below briefing details Monitor's findings following the self-certification review of 11 NHS foundation trusts.

Revised: NHS Foundation Trust Accounting Officer Memorandum

Mon, 10 May 2010 14:14:18 +0000

This document outlines the responsibilities of an NHS foundation trust Accounting Officer.

Monitor CRS system business case guidance

Mon, 10 May 2010 14:13:45 +0000

Monitor, working with PA Consulting and Connecting for Health, has produced an options assessment guide to help NHS foundation trusts ensure that care records services are compliant with national guidelines regarding connectivity.

Service-line management: An overview

Mon, 10 May 2010 14:03:58 +0000

This document provides an overview of service-line management (SLM), including the four key elements which create the SLM framework, the benefits of SLM and putting SLM into practice.

NHS Foundation Trusts: Preliminary Results for the Year Ended 31 March 2006

Mon, 10 May 2010 12:06:11 +0000

This report details preliminary results of how the NHS foundation trust sector has performed over the financial year ending 31 March 2006.

Corporate Plan 2006-09

Mon, 10 May 2010 12:03:08 +0000

This corporate plan outlines Monitor's vision, mission, goals and strategy for 2006-09.

Monitor's Annual Report and Accounts 2006-07

Mon, 10 May 2010 12:02:52 +0000

Monitor’s annual report for 2006-07 reflects the growing maturity of Monitor as an organisation.

Reporting and Investigation Scheme - Fraud and Corruption Allegations

Mon, 10 May 2010 11:56:10 +0000

This document provides a framework for an external party to make an allegation of fraud or corruption.

Consultation on seeking external assurance on the quality reports of NHS foundation trusts

Fri, 7 May 2010 12:41:19 +0000

This consultation closed on 2 March 2010.

Quarterly monitoring checklist for NHS foundation trusts

Tue, 4 May 2010 9:47:46 +0000

This is provided as a guide to the quarterly monitoring submission required from NHS foundation trusts.

Quality reporting in 2008-09 Annual Reports and Accounts

Mon, 26 April 2010 16:02:41 +0000

This consultation closed on 26 March 2009.

Prudential Borrowing Code for NHS Foundation Trusts

Mon, 26 April 2010 16:02:28 +0000

This document determines the limit on the total amount of borrowing by NHS foundation trusts.

Toolkit 5: Working towards service-line management: using service-line data in the annual planning process

Mon, 26 April 2010 15:35:03 +0000

This report describes how service-line reporting can be used in the annual planning process.

Toolkit 1: Working towards service-line management: a how-to guide

Mon, 26 April 2010 15:34:43 +0000

This how-to guide showing how managing by service lines can be implemented in a health setting.

Toolkit 2: Working towards service-line management: organisational change and performance management

Mon, 26 April 2010 15:34:19 +0000

The reports describe how service-line reporting can be used to incentivise staff.

Toolkit 3: Guide to developing reliable financial data for service-line reporting

Mon, 26 April 2010 15:33:54 +0000

This guide describes how to generate the information required for service-line income and expenditure reporting in NHS foundation trusts.

Toolkit 4: Working towards service-line management: a toolkit for presenting operational service-line data

Mon, 26 April 2010 15:29:37 +0000

This document explains the service-line toolkit and how you can use it to present data about the financial performance of service-lines.

Private Patient Income Cap - revised and updated rules

Fri, 23 April 2010 11:16:51 +0000

In this document Monitor sets out revised rules and guidance on how the Private Patient Income Cap (‘the PPI Cap’) should be operated by NHS foundation trusts with effect from 1 April 2010.

Model Core Constitution

Tue, 6 April 2010 10:39:46 +0000

NHS trusts who are applying for NHS foundation trust status are required to submit their proposed constitution based on the Model Core Constitution, with any additions marked as track changes.

Measuring Monitor's impact: Economic evaluation report

Tue, 19 January 2010 14:46:49 +0000

This report evaluates the effect of Monitor's activities as the independent regulator for NHS foundation trusts.

Report on the reviews of a sample of 2008-09 NHS foundation trusts' audits

Wed, 18 November 2009 15:47:08 +0000

NHS Foundation Trusts: Clinical Quality and Service Performance

Mon, 9 November 2009 8:56:36 +0000

This document is the outcome of a consultation which aimed to develop how the Compliance Framework addresses clinical quality and service performance in NHS foundation trusts.

Consultation on Guide for NHS foundation trust governors: meeting your statutory responsibilities

Tue, 6 October 2009 17:13:12 +0000

This draft document for consultation closed on Tuesday 14 July 2009 at 5pm, after running for 12 weeks

NHS foundation trusts: review of three months to 30 June 2009

Fri, 25 September 2009 11:03:04 +0000

This report covers the period from 1 April to 30 June 2009 (quarter one of 2009-10).

Managing Operating Cash in NHS Foundation Trusts

Thu, 24 September 2009 14:15:18 +0000

This advice document for NHS foundation trusts focuses on investment of surplus operating cash likely to be needed within 12 months to support ongoing operations.

Roles and Responsibilities in the Approval of NHS Foundation Trust PFI Schemes

Mon, 6 April 2009 13:50:03 +0000

This document sets out the roles and responsibilities of those involved in prospective NHS foundation trust private finance initiative (PFI) schemes.

Variation of the Terms of Authorisation: Guidance for NHS Foundation Trusts

Mon, 6 April 2009 13:49:16 +0000

This document sets out the different elements of the Terms of Authorisation that an NHS foundation trust may apply to vary, the criteria by which Monitor will determine whether to authorise a variation; and the processes required to effect a variation.

Template for Monitor & HM Treasury approval for special payment cases

Mon, 6 April 2009 13:44:54 +0000

This template is to be used for all special severance cases to be submitted to HMT for approval. We will only be able to give approval if all aspects are answered.

Report on the audits of NHS foundation trusts' accounts (year ended 31 March 2005)

Mon, 6 April 2009 13:42:38 +0000

Report on the audits of NHS foundation trusts' accounts (year ended 31 March 2006)

Mon, 6 April 2009 13:42:09 +0000

Quality Assurance Department review of the accounts of NHS foundation trusts for 2007/08

Mon, 6 April 2009 13:41:25 +0000

Guidance for NHS Foundation Trusts on Co-operating with the National Programme for Information Technology (NPfIT)

Fri, 3 April 2009 16:35:47 +0000

This guidance summarises how Monitor will interpret the requirement on NHS foundation trusts to participate in The National Programme for Information Technology (NPfIT) and constitutes Monitor’s guidance under Condition 20 of the terms of authorisation.

Annual Plan Review: Summary Findings (2005-06)

Fri, 3 April 2009 16:01:54 +0000

This report considers the 2005-06 plans submitted to Monitor by the 25 NHS foundation trusts authorised at May 2005.

NHS Foundation Trusts: Plan for 2006-07 and Report for Period 1 April to 30 June 2006

Fri, 3 April 2009 16:01:19 +0000

This report considers the 2006-07 plans submitted to Monitor by the 32 NHS foundation trusts authorised at May 2006.

NHS foundation trusts: annual plans 2007-08

Fri, 3 April 2009 16:00:34 +0000

This report considers the three-year plans submitted to Monitor by the 70 NHS foundation trusts authorised at 31 July 2007.

Review of NHS foundation trusts' annual plans 2008/09

Fri, 3 April 2009 16:00:01 +0000

This report considers the three-year plans submitted to Monitor by the 89 NHS foundation trusts authorised at 31 March 2008.

Report on the audits of NHS foundation trusts' accounts (year ended 31 March 2007)

Fri, 3 April 2009 15:59:07 +0000

NHS Foundation Trusts: Review and Consolidated Accounts 2004-05

Fri, 3 April 2009 15:58:13 +0000

This report contains a consolidation of NHS foundation trusts’ audited accounts for the year 1 April 2004 to 31 March 2005 and a review of their operation.

NHS Foundation Trusts: Review and Consolidated Accounts 2006-07

Fri, 3 April 2009 15:57:00 +0000

Monitor's review of NHS foundation trust performance in 2006-2007.

NHS Foundation Trusts: Six-month report for period 1 April to 30 September 2005

Fri, 3 April 2009 15:55:14 +0000

NHS Foundation Trusts: Six-month report for period 1 April to 30 September 2005

Fri, 3 April 2009 15:54:42 +0000

This report details how the NHS foundation trust sector has performed over the first two quarters of 2005-2006.

NHS Foundation Trusts: Nine-month Report for period 1 April 2005 to 31 December 2005

Fri, 3 April 2009 15:54:13 +0000

This report details how the NHS foundation trust sector has performed over the first three quarters of 2005-2006.

NHS Foundation Trusts: Plan for 2006-07 and Report for Period 1 April to 30 June 2006

Fri, 3 April 2009 15:51:41 +0000

This report details how the NHS foundation trust sector has performed over the first quarter of 2006-2007.

NHS Foundation Trusts: Report for six-month period to 30 September 2006

Fri, 3 April 2009 15:49:29 +0000

This report details how the NHS foundation trust sector has performed over the second quarter of 2006-2007.

NHS Foundation Trusts: Report for Nine Months to 31 December 2006

Fri, 3 April 2009 15:48:50 +0000

This report details how the NHS foundation trust sector has performed over the third quarter of 2006-2007.

NHS Foundation Trusts: Report for Year Ended 31 March 2007

Fri, 3 April 2009 15:47:58 +0000

This report details how the NHS foundation trust sector has performed over the fourth quarter of 2006-2007.

NHS foundation trusts: review of three months to 30 June 2007

Fri, 3 April 2009 15:45:34 +0000

This report details how the NHS foundation trust sector has performed over the first quarter of 2007-2008.

NHS foundation trusts: review of six months to 30 September 2007

Fri, 3 April 2009 15:44:44 +0000

This report details how the foundation trust sector has performed over the second quarter of 2007-2008.

NHS foundation trusts: review of nine months to 31 December 2007

Fri, 3 April 2009 15:43:53 +0000

This report details how the foundation trust sector has performed over the third quarter of 2007-2008.

NHS foundation trusts: review of twelve months to 31 March 2008

Fri, 3 April 2009 15:43:04 +0000

This report details how the foundation trust sector has performed over the fourth quarter of 2007-2008.

NHS foundation trusts: review of three months to 30 June 2008

Fri, 3 April 2009 15:42:31 +0000

This report on the performance of NHS foundation trusts is based on quarterly submissions to Monitor by the 99 NHS foundation trusts authorised at 30 June 2008.

NHS foundation trusts: review of six months to 30 September 2008

Fri, 3 April 2009 15:41:48 +0000

This report on the performance of NHS foundation trusts is based on quarterly submissions to Monitor by the 105 NHS foundation trusts authorised at 30 September 2008.

Monitor's Annual Report and Accounts 2004

Fri, 3 April 2009 15:37:16 +0000

This is the first annual report for Monitor.

Business Plan 2005-06

Fri, 3 April 2009 15:36:48 +0000

This document outlines Monitor's business plan for 2005-06.

Business Plan 2007-08

Fri, 3 April 2009 15:36:15 +0000

The Business Plan 2007-08 builds on our Corporate Plan 2006-09.

Monitor's Annual Report and Accounts 2006

Fri, 3 April 2009 15:33:14 +0000

Monitor's annual report for 2006 looks back on a year that was a turning point for NHS foundation trusts and Monitor.

Monitor's Annual Report and Accounts 2007-08

Fri, 3 April 2009 15:31:55 +0000

This annual report for 2007-08 reflects the progress made by Monitor during the year.

Report on Bradford Teaching Hospitals NHS Foundation Trust by Alvarez and Marsal

Wed, 18 February 2009 15:10:22 +0000

NHS Foundation Trusts: Review and Consolidated Accounts 2005-06

Wed, 18 February 2009 14:12:00 +0000

This report contains a consolidation of NHS foundation trusts’ audited accounts for the year 1 April 2005 to 31 March 2006 and a review of their performance.

Monitor's key learnings report on Bradford Teaching Hospitals NHS Foundation Trust

Thu, 12 February 2009 13:10:37 +0000