Appointment of Sir Jonathan Michael for Review of Healthcare System

Summary

The request sought emails, interview details, applicant lists, and conflict of interest forms regarding Sir Jonathan Michael's appointment to lead a healthcare system review. The Treasury disclosed correspondence confirming his acceptance of the role and discussions on terms, but withheld information on the interview panel, other applicants, and specific costs.

Key Facts

• Sir Jonathan Michael agreed to undertake the Independent Review of the healthcare system in March 2018.
• The review was scheduled to launch on 23 March 2018 with briefings for the Council of Ministers and Tynwald.
• Sir Jonathan expressed concern that the Tynwald motion's January 2019 deadline was incompatible with a realistic 12-month review period.
• He proposed a revised report date of the end of March 2019 due to existing commitments and the need to mobilize a secretariat.
• Information regarding the interview panel composition, other applicants, and the total cost of the review was not disclosed.

Data Disclosed

• 14 March 2018
• 13 March 2018
• 09 March 2018
• 02 March 2018
• 01 March 2018
• 23 March 2018
• January 2019
• March 2019
• 12 month period
• 30 mins
• 45 mins
• 26 pages
• 5 documents

Original Request

Please provide all emails, text messages and letters between the Treasury Minister, Sir Jonathan Michael and any other senior civil servants in relation with Sir Jonathan's appointment as the head of the review. Could I have copies of the interview panel's questions for appointing the chairman, Sir Jonathan, to head the review. Who sat on the interview panel that gave Sir Jonathan the job? List all other people who applied to head this review. Provide a copy of the conflict of interest form for Sir Jonathan's appointment seeming as he is a Trustee on the King's Fund and is the Chief Medical Officer at healthcare technology provider, Idox Health (6PM) as reported in 2015. There is a digital strategy form online; is Blithe Lille the same product that Idox Health provide? What is the total cost of the review?

Data Tables (11)

Full Response Text

1 From: Jonathan Michael Sent: 14 March 2018 17:15 To: Randall, Caldric Subject: Re: Independent Review - Confidential Caldric This draft schedule looks fine with me. Discuss it further on Friday. Jonathan

Sir Jonathan Michael

From: Caldric Randall caldric.randall@gov.im Date: Tuesday, 13 March 2018 at 16:29 To: Jonathan Michael Subject: RE: Independent Review - Confidential

Jonathan

For update I am just processing the contract and will be able to send you a copy in the morning.

As regards the 23rd, Minister would like to run the following agenda, which I hope will work with you:

• Intro to Council of Ministers (30 mins) • Intro to Members of Tynwald (45 mins) • Then Press Brifing (30 mins)

The content that is being proposed for each would be as follows:

• Intro: History, Sir Jonathan CV and TOR and steering panel (Treasury Minister)
• Health: Approach to review ( DHSC Minister) • Sir Jonathan short overview and q & a.

We will also put together a brief Powerpoint presentation to accompany which I will share with you.

Does that sound ok, any suggestions?

Also do know your logistics for the day yet. Once I have then I can set up times and happy to book flights…etc..

Thank you. 2

Caldric

From: Jonathan Michael

Sent: 09 March 2018 17:52 To: Randall, Caldric Subject: Re: Independent Review - Confidential

Caldric
Thanks. Yes I can still come over for the day on 23rd.
Not yet certain whether I will be coming from Manchester or London. Jonathan Jonathan Michael

Sent from iPhone

On 9 Mar 2018, at 17:48, Randall, Caldric Caldric.Randall@gov.im wrote: Jonathan

Hello

Yes I will sort that out next week. We have also been reviewing the Terms of Reference and I hope to share these early next week too for your comments.

Is 23rd March still available for a day trip? – Minister is hoping that we can launch on that date.

Caldric

From: Jonathan Michael

Sent: 09 March 2018 16:36 To: Randall, Caldric Subject: Re: Independent Review - Confidential

Caldric Will you be following up our conversation with a draft contract? Jonathan

From: Caldric Randall caldric.randall@gov.im Date: Friday, 2 March 2018 at 12:31 3 To: Jonathan Michael Subject: RE: Independent Review - Confidential

Jonathan

I will ring at 15.00.

Caldric

From: Jonathan Michael

Sent: 02 March 2018 12:24 To: Randall, Caldric Subject: Re: Independent Review - Confidential

Caldric Would it be convenient for you to call me on my home number at 15.00 today? Jonathan

Sir Jonathan Michael

From: Caldric Randall caldric.randall@gov.im Date: Friday, 2 March 2018 at 12:19 To: Jonathan Michael Subject: RE: Independent Review - Confidential

Sir Jonathan

We are delighted to receive your email and I am sure we can work out terms.

To sort things out it might be easier if we spoke, is there a convenient time when I could call?

Thank you

Caldric Randall Financial Controller

Isle of Man Government, Treasury, Corporate Strategy Division, Government Office, Bucks Road, Douglas, Isle of Man, IM1 3PU

Telephone (+44) 01624 685666 Mobile:

Caldric

4 From: Jonathan Michael

Sent: 01 March 2018 16:23 To: Randall, Caldric Subject: Independent Review - Confidential

Caldric

I really enjoyed my recent visit to the Island and the opportunity to meet so many people involved in the Government, the Dept of Health and Social Care and the clinical services. Richard was an excellent guide. I was particularly impressed by the strong support for the idea of a review and of the principle of integration shown by the Chief Minister, The Treasury Minister and the Minister for Health and Social Care. I would be happy to help the Minister and undertake this Independent Review, assuming that we can agree the Terms of Reference and the terms of my engagement.

I have sent some comments on the draft ToR to Richard. My biggest concern is about timescale. I know that the Motion agreed by Tynwald included a commitment to recommendations being brought forward in January 2019 but the ToR for the review sensibly describe a 12 month period in order to do an effective review.
These are two timeframes are incompatibles we are now in March 2018 and I am not really available to start the review until April because of existing commitments. There is also the need to mobilise the secretariat and appoint external consultancy support. A report back to Tynwald by the end of March 2019 would seem much more realistic. Could this be negotiated?

I would also like to have reassurance that I can be supported not only by a local secretariat but also by an external healthcare consultancy capable of assessing current service delivery and opportunities for efficiency, the economic modelling about current and future funding models and could bring international experience of healthcare delivery in similar island economies. My strong preference would be to use KPMG for their work as I know that they have all these skill sets and strong Health Teams both for the UK as well as internationally. I don’t know whether it would be possible to do this or wether you would be obliged to go out to open competitive tender.

As we discussed I am usually charged out by consultancies at the full partner day rate. But to recognise that they will include a percentage for overheads, I would ask you for a reduced day rate of to undertake the review, which I would invoice through my own company Beechlawn Consulting Ltd [Reg No: 08721075; VAT Registration No. 231844714]. I would expect all reasonable expenses related to my work undertaking the Review to be covered by the IoM Government. As discussed I suggest we work on the basis of roughly 4-5 days per month and to minimise travel that this is organised so that I come over for at least a couple of days at a time. It also needs to allow for reading, writing and other activities that I can undertake from home.

Because of existing commitments and holidays I am really not in a position to start until April, although I have given Richard a couple of days in late March when I could come over for the day to assist.

Please let me know your thoughts on this and whether we have a basis to proceed. Kind regards Jonathan 5

Sir Jonathan Michael

Isle of Man. Giving you freedom to flourish

WARNING: This email message and any files transmitted with it are confidential and may be subject to legal privilege. You must not copy or deliver it to any other person or use the contents in any unauthorised manner without the express permission of the sender. If you are not the intended addressee of this e-mail, please delete it and notify the sender as soon as possible.

No employee or agent is authorised to conclude any binding agreement on behalf of any of the Departments or Statutory Boards of the Isle of Man Government with any party by e-mail without express written confirmation by a Manager of the relevant Department or Statutory Board.

RAAUE: S’preevaadjagh yn çhaghteraght post-l shoh chammah’s coadanyn erbee currit marish as ta shoh coadit ec y leigh. Cha nhegin diu coipal ny cur eh da peiagh erbee elley ny ymmydey yn chooid t’ayn er aght erbee dyn kied leayr veih’n choyrtagh. Mannagh nee shiu yn enmyssagh kiarit jeh’n phost-l shoh, doll-shiu magh eh, my sailliu, as cur-shiu fys da’n choyrtagh cha leah as oddys shiu.

Cha nel kied currit da failleydagh ny jantagh erbee conaant y yannoo rish peiagh ny possan erbee lesh post-l er son Rheynn ny Boayrd Slattyssagh erbee jeh Reiltys Ellan Vannin dyn co-niartaghey scruit leayr veih Reireyder y Rheynn ny Boayrd Slattyssagh t’eh bentyn rish.

1 From: Randall, Caldric Sent: 22 March 2018 16:49 To: Cannan, Alfred (MHK) Subject: FW: Appointment of Sir Jonathan Michael This might be useful tomorrow or at some point

From: Wild, Richard
Sent: 22 March 2018 16:39 To: Randall, Caldric Subject: Appointment of Sir Jonathan Michael

Caldric,

We spoke about ways to clearly articulate the “why Sir Jonathan?” question, and discussed a number of ways to do so, including the helpful referral/references we received. Having reflected, I think the following would best answer the question:

Appointment of Sir Jonathan Michael

I am extremely pleased that Sir Jonathan has agreed to lend his considerable experience and insight to our Health Service review, aimed at delivering a truly efficient and fully integrated service.

Sir Jonathan’s track record in understanding complex health service environments, and making positive and long- lasting changes to them, is second to none. He is every inch a health service expert, receiving a knighthood in the New Year’s Honours list in 2005 for his services to the NHS. That is testament to his to his ability and commitment, and also to his positive public profile.

He originally came to the Island, at the request of the Treasury Minister, to provide his unique insight in to the work which has already been done around our Health Service, including the ongoing West Midlands Quality Review, and while he was here he took the opportunity to meet a number of health care professionals from Noble’s Hospital, Ramsey and District Cottage Hospital and the Mental Health Services’ Manannan Court.

It was during that successful and eye-opening visit that Sir Jonathan was asked if he would be willing to chair the new body which will consider the effective implementation of the proposed Health Service programme of change. He accepted that request.

We should all take pride that someone of Sir Jonathan’s stature, experience and status is willing to help guide us in this vitally important work.

It’s therefore worth remembering the experience he brings to the role. As a very brief guide, this includes the following:

• Originally qualifying in 1970, commencing a lengthy professional career as a clinical nephrologist, becoming first medical director and then chief executive of University Hospital Birmingham NHS Trust • From 2000 to 2007 he was the chief executive of Guy's and St Thomas' NHS Trust (from where he had originally qualified)
• In 2007 he became the head of British Telecom's Health division • In 2010 he moved back into the NHS as Chief Executive of Oxford Radcliffe Hospitals NHS Trust (the main teaching hospital for Oxford University, Oxford Brookes University, incorporating the Oxford University Medical School) 2 • In January 2016 he was appointed to provide independent oversight of plans for a single hospital service in Manchester

He has senior-level experience both in the private and public sectors, as well as a detailed understanding of the health service, including the introduction of high profile digital programmes.

I am sure we will all benefit from his wisdom and oversight. And his honesty too.

=ENDS=

Richard Wild Executive Director
Government Technology Services Cabinet Office 4th Floor, Markwell House, Market Street, Douglas, Isle of Man, IM1 2RZ, British Isles
Tel: (01624) 685050 richard.wild@gov.im www.gov.im/technology

1 From: Randall, Caldric Sent: 03 April 2018 15:12 To: 'Jonathan Michael' Subject: RE: Contract with Beechlawn Consulting Ltd Jonathan

I will try to make sure that the wording reflects what is required and as discussed some flexibility will be required I’m sure.

Look forward to seeing you tomorrow and hope the plane is on time this evening.

Cadlric

From: Jonathan Michael

Sent: 03 April 2018 15:07 To: Randall, Caldric Subject: Re: Contract with Beechlawn Consulting Ltd

Caldric
Happy with the and presumed 4 days. It is just that there might be months when I spend 1 day writing/ reading in the UK and 3 on the island, rather than STH presumed 4 on the Island. Just looking for sensible flexibility in the use of my time.

All looks good. Happy to sign tomorrow. Jonathan Jonathan Michael

Sent from iPhone

On 3 Apr 2018, at 14:57, Randall, Caldric Caldric.Randall@gov.im wrote: Jonathan

I thought regarding the days, we had allowed for all that might be required in the flat per month and the which would effectively cover those elements?

Caldric

From: Jonathan Michael

Sent: 03 April 2018 14:32 To: Randall, Caldric Subject: Re: Contract with Beechlawn Consulting Ltd

Caldric 2 Thanks for this.
Two minor points. I may have days when I work on the review, reading or writing when it is not necessary for me to be on the Island. Can this be allowed for in the relevant section.

See you tomorrow. Jonathan

Sir Jonathan Michael

From: Caldric Randall caldric.randall@gov.im Date: Tuesday, 3 April 2018 at 14:12 To: Jonathan Michael Subject: RE: Contract with Beechlawn Consulting Ltd

Jonathan

Sorry for the confusion, updated version attached hopefully we can finalise tomorrow.

Caldric

From: Jonathan Michael

Sent: 27 March 2018 17:47 To: Randall, Caldric Subject: Contract with Beechlawn Consulting Ltd

Caldric

3

Regards Jonathan

Sir Jonathan Michael

Isle of Man. Giving you freedom to flourish

WARNING: This email message and any files transmitted with it are confidential and may be subject to legal privilege. You must not copy or deliver it to any other person or use the contents in any unauthorised manner without the express permission of the sender. If you are not the intended addressee of this e-mail, please delete it and notify the sender as soon as possible.

No employee or agent is authorised to conclude any binding agreement on behalf of any of the Departments or Statutory Boards of the Isle of Man Government with any party by e-mail without express written confirmation by a Manager of the relevant Department or Statutory Board.

RAAUE: S’preevaadjagh yn çhaghteraght post-l shoh chammah’s coadanyn erbee currit marish as ta shoh coadit ec y leigh. Cha nhegin diu coipal ny cur eh da peiagh erbee elley ny ymmydey yn chooid t’ayn er aght erbee dyn kied leayr veih’n choyrtagh. Mannagh nee shiu yn enmyssagh kiarit jeh’n phost-l shoh, doll-shiu magh eh, my sailliu, as cur-shiu fys da’n choyrtagh cha leah as oddys shiu.

Cha nel kied currit da failleydagh ny jantagh erbee conaant y yannoo rish peiagh ny possan erbee lesh post-l er son Rheynn ny Boayrd Slattyssagh erbee jeh Reiltys Ellan Vannin dyn co-niartaghey scruit leayr veih Reireyder y Rheynn ny Boayrd Slattyssagh t’eh bentyn rish.

Press Briefing Independent Review of Healthcare Alfred Cannan MHK, Treasury Minister
February 2018 History Supplementary Votes over a number of years Rising demand for

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