written to Helen asking for her permission to disclose her legal … · 2019-10-26 · written to Helen asking for her permission to disclose her legal advice to you. Hopefully Iwill

written to Helen asking for her permission to disclose her legal advice toyou. Hopefully I will receive this shortly and can then send her report to you. Ofcourse this would be for your team who are working for the Council on this projectonly, and must not be circulated more widely or outside of your organisation. Iunderstand the confidentiality of the subject and we will abide by that restriction

As this is the first LATCestablished by this Council, although I will act as lead legalofficer, I anticipate needing to instruct Helen to comment on your Business Casebefore it is submitted through this Council's committee process for formal approval,and also for her to assist with drafting paperwork to establish the LATe. SO therewill undoubtedly be further external legal advice costs. Will this mean that Helenwill be drafting and managing the incorporation of both companies including Memand Arts, shareholder agreements and all statutory registers etc?

Property will not be drafting property agreements (licences or otherwise). They willreview proposals and agree heads of terms for the agreements, but will then giveinstructions to my team to prepare and negotiate the documentation. Understoodand accepted

As we briefly discussed, I am keen to understand at a fairly early stage of draftingthe Business Case, whether and how some ofthe proposed arrangements complywith state aid. My initial concern related to property transactions between DCCandthe LATC not being at an undervalue (and so at risk of a challenge of state aid). Theassumption of a peppercorn rent is not set in stone, and whether DCCchargesmarket rent or not does not directly affect the Value for Money Outcome. 50 if bycharging a market rent, DCCwill avoid a likely challenge from other providers on

__,,~ ~__ ,,~ 5~le-Ai!U_~gree that we should change the assl!!l1Ption and charg_~markel!en_L ~~__ ~ ~..._The Valuation of that rent may need to be done by an independent valuer duringthe implementation stage. For the Business Case we will adopt an educatedestimate for these rents, usually about £25k per annum for a day cantre.

Of course the state aid point applies to all assets and services being madeavailable by DCCto the LATe. For example, I see from the Property assumptionsthat the LATCwill take property (repair and maintenance) services at no cost. Thisdepends on how the lease is structured and whether the tenant (LATC) or thelandlord (DCC) takes on the liability of repairs and maintenance. Currently there islimited budget in the services to pay for anything other than minor repairs, so ifthe tenant was responsible for more than that, DCCwould need to pass thatbudget over into the LATe. Having the landlord responsible for everything otherthan minor repairs avoids that transfer of budget and can be reflected in the

3

FF&E looks like it will transfer for no value but straight line depreciation over 10years will apply. Would you be able to explain how you see this working inpractice, and how it will be compliant with state aid rules? Previously in otherLATCswe have suggested that all the equipment and furniture (exciICT) in thebuildings occupied by the LATCwill be sold to the LATCat a Net RealisableValue(NRV) as all the equipment will be used and second-hand. Depending on thesize of the services, this NRV has been between f50k and flOOk.

Do you have any feel for how the LATCgovernance structure might fit into theCouncils? For example, will it report into our Adult Services OverviewCommittee? Will the Council need to have an additional group/board to considerstrategic matters within the council ahead of any LATCmeetings? We wouldrecommend a new group or board that represents the Council as the shareholder.It would consist of members and officers and meet quarterly with the Exec teamof the LATe. The LATCwould report on finances and performance with KPls as perthe service contract. All Business Plans would be reviewed and sanctioned by this

Will the impact of state aid generally be something that you intend to cover in thebusiness case? Yes State Aid will be covered in the BC, if only to confirm that allthe assumptions and treatments have been structured to avoid any State Aidchallenges.

The IT and Comms and Marketing assumptions still refer to a 2 year and not a 3year break for the support service SLA. Apologies for the lack of consistency, allsupport services will have a 3 year break.

Also, it occurred to me after we met that we have a proposal for the LATCtocontract to provide services to the council for 5 years, but for the council toprovide support to the LATCfor only 3, and the aim to financially evaluate thebusiness case over 5 years. Might that be a little tricky. If not, it might be worthsetting out in the business case why this won't be a problem. Although the LATCwill have a 3 year break, it will be looking fora reduction in cost more than achange in supplier. However, if the provision of the support services are so poorthat the LATCdeems it better to look for alternative providers, it will have thesupport service budget available to use with a new provider.

Are the Directors of the LATCappointed by DCCcovered by DCCpolicies forindemnities and insurance? The Bus Case will include separate insurance coststhat cover this area

etc.

Sorry this email has ended up much longer than Ihad intended. I look forward toreceiving your response.

4

Hope that helps

Grace Evans

Principal Solicitor - Environment and Contracts

for Head of Legal and Democratic Services

Dorset County Council

Direct Line 01305 225021

From: Jon Manzoni [mailto:[email protected]]Sent: 08 June 2014 13:44To:Cc:Subject: LATe Assumptions

Hi Grace,

Please see attached the revised assumptions paper for Legal, following ourmeeting on Friday.

As requested I also attach copies of assumptions relating to the other leads.

Regards

5

Jon

"This e-mail is intended for the named addressee(s) only and may containinformation about individuals or other sensitive information and should behandled accordingly. Unless you are the named addressee (or authorised toreceive it for the addressee) you may not copy or use it, or disclose it toanyone else. If you have received this email in error, kindly disregard thecontent of the message and notify the sender immediately. Please be awarethat all email may be subject to recording and/or monitoring in accordancewith relevant legislation."

6

Rook, Phil J.

From:Sent:To:Subject:

Rook, Phil J.13 June 2014 20:09Driscoll, CatherineFwd: LATC Business Case Assumptions Progress Update

FYI

Phil RookGroup Finance Manager - Adult and Community ServicesDorset County Council(01305) 225131

Sent from my iPad

Begin forwarded message:

From: Jon Manzoni <[email protected]>Date: 13 June 201408:33:33 BSTTo: "Print, Ben" <[email protected]>Cc: "Rook, Phil J." <[email protected]>,Russell Thompson<[email protected]>Subject: LATC Business Case Assumptions Progress Update

Hi Ben,

Please see below a table which shows progress being made to validate the assumptions.

Following meetings with all the leads, I have now issued either a version 0.2 or final

Overall there have been some key cross cutting changes made to some of the assumptionsincluding: the breakpoint of the back office services agreements to 3 years; adoption of a one- tier workforce and associated terms and conditions; the inclusion of estimated market ratesfor items such as property licences. All of these areas have been accepted into the businessassumptions.

For the purpose of building the draft business case we can start incorporating theassumptions. For the purposes of project governance it will be good to get the documentsformally signed off. I wonder if you could provide a steer on the best way of doing this.

Kind Regards

Jon

Final 06/06/2014

1

Finance Function Final 13/06/2014 Mike Bingham 12/06/2014Hunti ngfo rd,

HR Final 09/06/2014 Sheralyn & Ian Duff 05/06/2014

I.T Final 13/06/2014 Richard Pascoe 06/06/2014

Legal 0.2 08/06/2014 Grace Evans 05/06/2014

Procurement Final 08/06/2014 Karen Andrews 29/05/2014

Property Final 08/06/2014 Peter Scarlett 29/05/2014

SWContracts Final 08/06/2014 Phil Rook 05/06/2014 05/06/2014

Finance BusinessCase Final 13/06/2014 Jim McManus 12/06/2014

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2

Rook, Phil J.

From:Sent:To:Cc:Subject:Attachments:

Duff, Ian D.16 June2014 17:14'[email protected]'Rook,PhilJ.;Print, Ben[Restricted] LATCHRAssumptions DocumentDCCLATCAssumptions HRVersion (2).docx

Sensitivity: Confidential

[RESTRICTED]Hi Jon,

Pleasefind attached the reworked final draft re: HRBusinesscaseassumptions.

I have, for your ease,tracked the changes in red. I have managed to speakwith both Jonathan Mair, the CountyCouncil's Solicitor and Monitoring Officer, and Sheralyn Huntingford, Headof HRServices,regarding the proposedchanges and both are content, in principle, with the revisions to the assumptions, asset out.

I hope you find the revised draft of help.

Regards

IanIan DuffHRBusinessPartner (ACS/PH/CE)HRServicesExt tel: 01305 22 8649/ Int Tel: 710 8649

"-~-rlOm:Jon-Manzoni-[maifto:jorr.manzoni@candhs-;comjSent: 10 June 2014 20:02To: Duff, Ian D.Cc: Reed,Sally; RussellThompson; Print, BenSubject: LATe HRAssumptions Document

lan,

It was good to meet with you last week to discussthe HRassumptions.

Pleasefind attached an updated version of the assumptions document.

If you could review and feedback.

Regards

1

Rook, Phil J.


Williams, EmmaL.18 June2014 15:41RussellThompson; Rook,Phil J.;Garrett Alison; Elliott, TonyRE:Amended Scopefor LATC

Follow Up Flag:Flag Status:

Follow upFlagged

Russell

those cost centres do need to be taken out of scope, but costs missing are for payroll! travel costs - 10 SupportOfficers. Thesecosts are found within the locality (day service) budgets within which they work. I shall give Tony alist of the staff and he should be able to isolate those costs for you.

For info 100411 = payroll and associated grants linked to the supported placement scheme employees (forerunnerof workstep/work choice)

{lheother two are admin costs. However within 100425 there is a cost element 100013 that covers fuel andtransport costs for the Oh Crumbs delivery vehicle (approx £2K) that will need inclusion in the LATC

thanks

Emma

EmmaWilliams

BusinessSupport and Development Manager.~..~~~ommunityResourceService

County HallDorchesterDT11XJ

1305228407

From: RussellThompson [mailto:[email protected]]Sent: 18 June 2014 13:53To: Rook, Phil J.; Garrett, Alison; Elliott, Tony; Williams, Emma L.cc: Jon Manzoni; MikeWalsh; Print, BenSubject: Amended Scopefor LATC

Hello All,

Just a note to confirm that the following cost centres have been taken out of scope:

100411 SPS DCC Payroll100425 SPS Admin100426 Vocational Services

1

This equates to £86.3k coming out of the budget base, and therefore not significant.

I would be really grateful if all future information extractions and data sets DO NOT include the aboveCCs

Could you please pass this request on to any colleagues in HR and ICT and other relevant directorates

kind regards

Russell Thompson BA (Hons)Director Care and Health Solutions LtdDirector Thompson Meredith Associates LtdWebsite: www.candhs.comtelephoneemail: [email protected]

This email was scanned by the Government Secure Intranet anti-virus service supplied by Vodafone inpartnership with Symantec. (CCTM Certificate Number 2009/09/0052.) In case of problems, please callyour organisations IT Helpdesk.Communications via the GSi may be automatically logged, monitored and/or recorded for legal purposes.

2

Rook, Phil J.


Russell Thompson <[email protected]>18 June 2014 15:23Evans,Grace; Rook, Phil J.; Scarlett, PeterJon ManzoniLatest assumptions for legal and propertyDCC LATCAssumptions Legal Final V 180614.docx; DCC LATCAssumptions PropertyFinal VO.2 180614.docx

Hello All,

Please find attached the latest versions of the property and legal assumptions papers for the LA'I'C,

These have been revised slightly after detailed discussions with Grace this morning.

I have track-changed all the revisions, and I would be grateful if you could review andaccept/reject/comment on the changes and send back to JON and myself.

kind regards

Russell Thompson BA (Hons)Director Care and Health Solutions LtdDirector Thompson Meredith Associates LtdWebsite: www.candhs.comtelephone:email: [email protected]

This email was scanned by the Government Secure Intranet anti-virus service supplied by Vodafone inpartnership with Symantec. (CCTM Certificate Number 2009/09/0052.) In case of problems, please call.IYour organisations IT Helpdesk.Communications via the GSi may be automatically logged, monitored and/or recorded for legal purposes.

1

Rook, Phil J.

From:Sent:To:Cc:Subject:

Russell Thompson <[email protected]>18 June 2014 13:53Rook, Phil J.; Garrett, Alison; Elliott, Tony; Williams, Emma L.Jon Manzoni; Mike Walsh; Print, BenAmended Scope for LATe

Hello All,




'\would be really grateful if all future information extractions and data sets DO NOT include the aboveCCs


kind regards

Russell Thompson BA (Hons)Director Care and Health Solutions LtdDirector Thompson Meredith Associates Ltd

telephone:email: [email protected]


1

Rook, Phil J.

From:Sent:To:Subject:Attachments:

Elliott, Tony19 June2014 14:18Williams, EmmaL.; RussellThompson; Rook, Phil J.; Garrett,AlisonRE:Amended Scopefor LATCLATCbudgets to be excluded.xlsx;LATCBudgets2014-15 with excluded CC'sandstaff.xlsx

Russell,

Emma hasadvised of the staff to be excluded form the SEC's. I have attached details of those positions a long withanalysis of the cost centres to be taken out of scope. The total budget to be excluded is £310,200.

This has been reflected in a revised LATCbudget summary also attached.

Regards.

"'pny

Tony ElliottAccountant (Adult & Community Servicesand Better Together Programme)Corporate ResourcesDirect Dial - (01305) 224565email - [email protected]

From: Williams, Emma L.Sent: 18 June 2014 15:41To: RussellThompson; Rook, Phil J.; Garrett, Alison; Elliott, TonySubject: RE:Amended Scopefor LATe

Russell

those cost centres do need to be taken out of scope, but costs missing are for payroll! travel costs - 10 Supporti qfficers. Thesecosts are found within the locality (day service) budgets within which they work. I shall give Tony a\. a~tof the staff and he should be able to isolate those costs for you.


The other two are admin costs. However within 100425 there is a cost element 100013 that covers fuel andtransport costs for the Oh Crumbs delivery vehicle (approx £2K) that will need inclusion in the LATC

thanks

Emma

Emma Williams

Business Support and Development ManagerCommunity Resource ServiceCounty Hall

1

DorchesterDTllXJ

From: Russell Thompson [mailto:[email protected]]Sent: 18 June 2014 13:53To: Rook, Phil J.; Garrett, Alison; Elliott, Tony; Williams, Emma L.ec: Jon Manzoni; Mike Walsh; Print, BenSubject: Amended Scope for LATe

Hello All,






kind regards



2

Rook, Phil J.


Rook, Phil J.20 June 2014 09:07Ailward, JamesRE:LATC & Microsoft

James

No the items below and the principle that still part of the Council as fully owned (there is a perception that this isoutsourcing which it is not)

1. The LATC is a Teckal compliant company controlled and owned by the Council2. Any surpluses are controlled by the council3. Any surpluses will either be re-invested in the delivery of the LATCservices, or recovered by the Council

towards to cost of other non-profit public services

We can confirm that this there is internal view of the position and justification for claiming LA discounts for MS.licences for the LATe.:' \

Give me a ring if you want any further clarification

Thanks

Phil

Phil RookGroup Finance Manager - Adult and Community ServicesCorporate Resources DirectorateDirect Dial: (01305) 225131

From: Ailward, JamesSent: 20 June 2014 08:41To: Rook, Phil J.~~bject:RE: LATe & Microsofti .'&j-'

We had already said the CLTand Members that the LATCwill be eligible for LA discounts on software licencing andsimilar costs ...??

From: Rook, Phil J.Sent: 19 June 201417:22To: Ailward, JamesCc: Evans, Grace; Print, Ben; Pascoe, Richard J.; Sams, Tony E.Subject: Re: LATC& Microsoft

I am happy with the approach below and is consistent and this is what I have said to members and CLT

Thanks

1

Phil

Phil RookGroup Finance Manager - Adult and Community ServicesDorset County Council(01305) 225131

Sent from my iPad

On 19 Jun 2014, at 16:05, "Ailward, James" <[email protected]> wrote:

Tony Sams and I have this afternoon met with Jon and Russell of C&HS to discuss the position withregards to the Microsoft licences and whether the LATCwill still be eligible for the public sectordiscounts on licensing.

Russell explained that elsewhere the LA had taken an internal view that public sector discounts forthe MS licences were valid because:

1. The LATC is a Teckal compliant company controlled and owned by the Council2. Any surpluses are controlled by the council3. Any surpluses will either be re-invested in the delivery ofthe LATCservices, or recovered by

the Council towards to cost of other non-profit public services

Russell thought that Northamptonshire County Council had agreed this same argument withMicrosoft - Tony and I will explorethis with them to determine whether a precedent has been setwith Microsoft.

Can we confirm that this is a shared internal view of the position and justification for claiming LAdiscounts for MS licences for the LATC.

RegardsJames

2

Rook, Phil J.


Jon Manzoni <[email protected]>20 June2014 14:36Ailward, JamesPrint, Ben;Rook, PhilJ.;RussellThompsonRe:Cost centres for staff covered by LATC

Hi James

The brief that Russell and I have is to produce a business case for a Dorset LATC. Weare proceeding onthat basis and therefore assumptions need to reflect this.

I have copied in Phil and Ben so they can confirm this and update on any discussion with BBC.

Thanks

Jon)Sent from my iPhone

On 20 Jun 2014, at 14:29, "Ailward, James" <[email protected]>wrote:

JonI have just heard a rumour that the LATCwill be a joint LATCfor Dorset, Bournemouth and Poole?

Is thisthe caseas this will definitely affect the assumptions and plans for making the ICTelementshappen.CheersJames

From: Jon Manzoni [mailto:[email protected]]Sent: 20 June 2014 13:17To: Purchase,PhilippaCc: Pascoe,RichardJ.;Ailward, JamesSubject: Re:Cost centres for staff covered by LATC

Hi Philippa,

Please find attached the cost centre document on the first tab

Thanks

Jon

On Fri, Jun 20,2014 at 9:55 AM, Purchase, Philippa <[email protected]>wrote:

Hi Jon

1

When we spoke last week, you said you would send over the cost centres for staff who werein scope for the LATC. I haven't seen that yet. We need this information in order to identifynumbers of accounts, email addresses and so on for the assumptions document.

Please could you send this info on to Richard Pascoe or James Ailward when you have itavailable.

Thanks

Philippa PurchaseICT Group Manager

County Hall, DorchesterDorsetDTIIXJ

Telephone: 01305 224743Email: [email protected]

"This e-mail is intended for the named addressee(s) only and may contain information aboutindividuals or other sensitive information and should be handled accordingly. Unless youare the named addressee (or authorised to receive it for the addressee) you may not copy oruse it, or disclose it to anyone else. If you have received this email in error, kindly disregardthe content of the message and notify the sender immediately. Please be aware that all emailmay be subject to recording andlor monitoring in accordance with relevant legislation."

"This e-mail is intended for the named addressee(s) only and may contain information aboutindividuals or other sensitive information and should be handled accordingly. Unless you arethe named addressee (or authorised to receive it for the addressee) you may not copy or useit, or disclose it to anyone else. If you have received this email in error, kindly disregard thecontent ofthe message and notify the sender immediately. Please be aware that all email maybe subject to recording andlor monitoring in accordance with relevant legislation."

This email was scanned by the Government Secure Intranet anti-virus service supplied by Vodafone inpartnership with Symantec. (CCTM Certificate Number 2009/09/0052.) In case of problems, please callyour organisations IT Helpdesk.Communications via the GSi may be automatically logged, monitored andlor recorded for legal purposes.

2

Rook, Phil J.


Jon Manzoni <[email protected]>20 June2014 14:42Ailward, JamesPrint, Ben;Rook, Phil J.;RussellThompsonRe:Cost centres for staff covered by LATC

Hi James

Yes a DCC LATC

Thanks

Jon

Sent from my iPhone

?n 20 Jun 2014, at 14:38, "Ailward, James" <[email protected]>wrote:

Thanks for the prompt reply -for clarity Dorset LATCmeans DCCLATCexcluding the geographies ofBournemouth and Poole?

From: Jon Manzoni [mailto:[email protected]]Sent: 20 June 2014 14:36To: Ailward, JamesCc: Print, Ben; Rook, Phil J.; RussellThompsonSubject: Re:Cost centres for staff covered by LATC

Hi James

The brief that Russell and I have is to produce a business case for a Dorset LATC. Weareproceeding on that basis and therefore assumptions need to reflect this.

I have copied in Phil and Ben so they can confirm this and update on any discussion withBBC.

Thanks

Jon

Sent from my iPhone

On 20 Jun 2014, at 14:29, "Ailward,lames"<[email protected]>wrote:

JonI have just heard a rumour that the LATCwill be a joint LATCfor Dorset,Bournemouth and Poole?

1

Is this the case as this will definitely affect the assumptions and plans for making theICT elements happen.CheersJames

From: Jon Manzoni [mailto:[email protected]]Sent: 20 June 2014 13:17To: Purchase,PhilippaCc: Pascoe,RichardJ.; Ailward, JamesSubject: Re:Costcentres for staff covered by LATC

Hi Philippa,

Please find attached the cost centre document on the first tab

Thanks

Jon

On Fri, Jun 20,2014 at 9:55 AM, Purchase, Philippa<[email protected]>wrote:Hi Jon

When we spoke last week, you said you would send over the cost centres forstaff who were in scope for the LATC. I haven't seen that yet. We need thisinformation in order to identify numbers of accounts, email addresses and soon for the assumptions document.

i Please could you send this info 011 to Richard Pascoe or James Ailward whenyou have it available.

Thanks

Philippa Purchasei lCT Group Manager

County Hall, DorchesterDorsetDTIIXJ

Telephone: 01305 224743Email: [email protected]

"This e-mail is intended for the named addressee(s) only and may containinformation·aboutindividualsorother sensitive information and should behandled accordingly. Unless you are the named addressee (or authorised toreceive it for the addressee) you may not copy or use it, or disclose it toanyone else. If you have received this email in error, kindly disregard thecontent of the message and notify the sender immediately. Please be aware

2

that all email may be subject to recording and/or monitoring in accordancewith relevant legislation."

"This e-mail is intended for the named addressee(s) only and may containinformation about individuals or other sensitive information and should behandled accordingly. Unless you are the named addressee (or authorised toreceive it for the addressee) you may not copy or use it, or disclose it toanyone else. If you have received this email in error, kindly disregard thecontent of the message and notify the sender immediately. Please be awarethat all email may be subject to recording and/or monitoring in accordancewith relevant legislation."

"This e-mail is intended for the named addressee(s) only and may contain information aboutindividuals or other sensitive information and should be handled accordingly. Unless you arethe named addressee (or authorised to receive it for the addressee) you may not copy or useit, or disclose it to anyone else. If you have received this email in error, kindly disregard thecontent of the message and notify the sender immediately. Please be aware that all email maybe subject to recording and/or monitoring in accordance with relevant legislation."

This email was scanned by the Government Secure Intranet anti-virus service supplied by Vodafone in)artnership with Symantec. (CCTM Certificate Number 2009/09/0052.) In case of problems, please callyour organisations IT He1pdesk.Communications via the GSi may be automatically logged, monitored and/or recorded for legal purposes.

3

Rook, Phil J.


Print, Ben20 June2014 15:31Jon ManzoniRussellThompson; Rook,PhilJ.RE:LATCBusinessCase- Date for Cabinet in October.

Hi Jon, I think we discussedthis week, but Cabinet is 22nd October, not 29th October as previously thought.

This doesn't materially affect our timeline aswe are still working to submit the same report to our Adults Overviewon 6th October. We previously discussedwith Russellabout a CHSpresence at these meetings, so perhaps we canfirm up/reconfirm soon. We may have to go to Full council in November to ratify Cabinet decision and we areawaiting a view on this.

On another matter, thank you for the 1st draft Implementation Plantoday, that is very helpful, and will help focusminds on the potential task ahead.

~egards, Ben"1

From: Jon Manzoni [mailto:[email protected]]Sent: 13 June 2014 07:58To: Print, BenCc: RussellThompson; Rook, Phil J.Subject: LATCBusinessCase- Date for Cabinet in October.

Hi Ben,

Further to the meeting with Grace where she highlighted a change in the date for cabinet in October. Canyou confirm the actual date please. Whilst this does not change any of the plans for the business case it willallow me to formally record this.

Many Thanks

Hon

1

Rook, Phil J.


Evans,Grace23 June2014 13:42'RussellThompson (russell,[email protected])'; Rook,Phil J.'Jon Manzoni [email protected])'Latestassumptions for legal and propertyAdult ServicesDeliveryoptions Trowers report 11 April 2014_P1.pdf;Adult LATeassumptions legal final 19june 2014_Pl.docx

Importance: High

Follow Up Flag:Flag Status:

Follow upFlagged

Sorry Russell.

My earlier encrypted email just confirmed that I'm happy with the changesto the legal document. I attach anupdated version - noting also the changed Cabinet date of 22 October 2014.

I have also heard from Helen Randall of Trowers and she is happy for me to disclose her legal advice to you. I haveattached it to this email, but askyou on behalf of Careand Health Solutions to give your undertaking to keep theadvice confidential to and not to disclosewhole or parts of it to your other clients and that you recognise thatTrowers cannot accept a duty of care to you.

I look forward to hearing from you.

Grace EvansPrincipal Solicitor - Environment and Contractsfor Headof Legaland Democratic ServicesDorset County Council

Direct Line01305 225021

1

Rook, Phil J.


Jon Manzoni <[email protected]>23 June2014 16:55Print, BenRussellThompson; Rook,PhilJ.Re:LATCBusinessCase- Date for Cabinet in October.

Hi Ben,

Thank you for confirming this change.

Regards

Jon

On Fri, Jun 20,2014 at 3:31 PM, Print, Ben <[email protected]>wrote:

Jon, I think we discussedthis week, but Cabinet is 22nd October, not 29th October as previously thought.

This doesn't materially affect our timeline aswe are still working to submit the same report to our Adults Overviewon 6th October. We previously discussedwith Russellabout a CHSpresence at these meetings, so perhaps we canfirm up/reconfirm soon. We may have to go to Full council in November to ratify Cabinet decision and we areawaiting a view on this.

On another matter, thank you for the 1st draft Implementation Plantoday, that is very helpful, and will help focusminds on the potential task ahead.

Regards, Ben

From: Jon Manzoni [mailto:[email protected]]Sent: 13 June 2014 07:58To: Print, BenCc: RussellThompson; Rook, Phil J.Subject: LATCBusinessCase- Date for Cabinet in October.

Hi Ben,

1

Further to the meeting with Grace where she highlighted a change in the date for cabinet in October. Canyou confirm the actual date please. Whilst this does not change any of the plans for the business case it willallow me to formally record this.

Many Thanks

Jon

"This e-mail is intended for the named addressee(s) only and may contain information about individuals orother sensitive information and should be handled accordingly. Unless you are the named addressee (orauthorised to receive it for the addressee) you may not copy or use it, or disclose it to anyone else. If youhave received this email in error, kindly disregard the content of the message and notify the senderimmediately. Please be aware that all email may be subject to recording and/or monitoring in accordancewith relevant legislation."

This email was scanned by the Government Secure Intranet anti-virus service supplied by Vodafone inpartnership with Syrnantec. (CCTM Certificate Number 2009/09/0052.) In case of problems, please callyour organisations IT Helpdesk.Communications via the GSi may be automatically logged, monitored and/or recorded for legal purposes.

2

Rook, Phil J.


Russell Thompson <[email protected]>23 June 2014 19:46Rook, Phil J.; Garrett, Alison; Elliott, TonyJon ManzoniBase budgets for transferLATC Budgets Detailed 2014-15.xlsx

Hello All,

Please find attached the latest set of budgets for the services now in scope (excluding Supp Emp).

Please review my suggested values and reconciliation and confirm agreement or suggest amendments.

kind regards

/Russell Thompson BA (Hons)Director Care and Health Solutions LtdDirector Thompson Meredith Associates LtdWebsite: wtelephoneemail: [email protected]


1

Rook, Phil J.


Evans,Grace23 June2014 14:37'RussellThompson'Rook, PhilJ.;'Jon Manzoni ([email protected])'RE:Latestassumptions for legal and property

Thank you Russell.



From: RussellThompson [mailto:[email protected]]Sent: 23 June 2014 13:56To: Evans,GraceCc: Rook, Phil J.; Jon Manzoni ([email protected])Subject: Re: Latest assumptions for legal and property

Hi Grace,

Thank you for the confirmation of changes and the sharing of advice from Trowers.

I can confirm that any director or associate of CHS will keep the advice confidential to and not disclose whole orparts of it to our other clients and that we recognise that Trowers cannot accept a duty of care to us.

kind regards


On 23 June 201413:41, Evans, Grace <[email protected]> wrote:

1

Sorry Russell.

My earlier encrypted email just confirmed that I'm happy with the changes to the legal document. I attachan updated version - noting also the changed Cabinet date of22 October 2014.

I have also heard from Helen Randall ofTrowers and she is happy for me to disclose her legal advice toyou. I have attached it to this email, but ask you on behalf of Care and Health Solutions to give yourundertaking to keep the advice confidential to and not to disclose whole or parts of it to your other clientsand that you recognise that Trowers cannot accept a duty of care to you.


Grace Evans

Principal Solicitor - Environment and Contracts

for Head of Legal and Democratic Services

Dorset County Council

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Rook, Phil J.


Evans,Grace23 June2014 13:42'RussellThompson ([email protected]),; Rook,Phil J.'Jon Manzoni [email protected])'Latestassumptions for legal and propertyAdult ServicesDeliveryoptions Trowers report 11 April 2014_P1.pdf;Adult LATCassumptions legal final 19june 2014_P1.docx

Importance: High

Sorry Russell.

My earlier encrypted email just confirmed that I'm happy with the changesto the legal document. I attach anupdated version - noting also the changed Cabinet date of 22 October 2014.

I have also heard from Helen Randall of Trowers and she is happy for me to disclose her legal advice to you. I havef""{ached it to this email, but askyou on behalf of Careand Health Solutions to give your undertaking to keep theI j

.advice confidential to and not to disclose whole or parts of it to your other clients and that you recognise thatTrowers cannot accept a duty of care to you.




1

Rook, Phil J.


Evans,Grace19 June2014 10:06'RussellThompson'; Rook,Phil J.'Jon Manzoni'[Restricted] Latestassumptions for legal and propertyAdult ServicesDeliveryoptions Trowers report 11 April 2014_P1.pdf;Adult LATeassumptions legal final 19june 2014_P1.docx

Importance: High

[Restricted]

Thank you Russell.

I'm happy with the changesto the legal document. I attach an updated version - noting also the changed Cabinetdate of 22 October 2014.

I II~ve also heard from Helen Randall of Trowers and she is happy for me to disclose her legal advice to you. I haveattached it to this email, but askyou on behalf of Careand Health Solutions to give your undertaking to keep theadvice confidential to and not to disclose whole or parts of it to your other clients and that you recognise thatTrowers cannot accept a duty of care to you.




From: RussellThompson [mailto:[email protected]]Sent: 18 June 2014 15:23To: Evans,Grace; Rook, Phil J.; Scarlett, PeterCc: Jon ManzoniSubject: Latest assumptions for legal and property

Hello All,

Please find attached the latest versions of the property and legal assumptions papers for the LATe.

These have been revised slightly after detailed discussions with Grace this morning.

I have track-changed all the revisions, and I would be grateful if you could review andaccept/reject/comment on the changes and send back to JON and myself.

kind regards

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Russell Thompson BA (Hons)Director Care and Health Solutions LtdDirector Thompson Meredith Associates LtdWebsite: www.candhs.comtelephone~email: [email protected]

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Rook, Phil J.


Williams, EmmaL.18 June 2014 15:41RussellThompson; Rook,Phil J.;Garrett, Alison; Elliott, TonyRE:Amended Scopefor LATC

Russell

those cost centres do need to be taken out of scope, but costs missing are for payroll! travel costs - 10 SupportOfficers. Thesecosts are found within the locality (day service) budgets within which they work. I shall give Tony alist of the staff and he should be able to isolate those costs for you.


The other two are admin costs. However within 100425 there is a cost element 100013 that covers fuel andtransport costs for the Oh Crumbs delivery vehicle (approx £2K) that will need inclusion in the LATC

f _Jnks

Emma

EmmaWilliams

BusinessSupport and Development ManagerCommunity ResourceServiceCounty HallDorchesterDTllXJ

01305 228407

From: RussellThompson [mailto:[email protected]]Sent: 18 June 2014 13:53To: Rook, Phil J.; Garrett, Alison; Elliott, Tony; Williams, Emma L.ee: Jon Manzoni; MikeWalsh; Print, BenSubject: Amended Scopefor LATe

Hello All,




1



kind regards

Russell Thompson BA (Hons)Director Care and Health Solutions LtdDirector Thompson Meredith Associates LtdWebsite: www.candhs.comtelephone;.email: [email protected]


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Documents

written to Helen asking for her permission to disclose her legal … · 2019-10-26 · written to Helen asking for her permission to disclose her legal advice to you. Hopefully Iwill