Example
Scottish Public Pensions Agency (sppa)
Following the same principles used earlier, an Information Sharing Agreement should be in place between all relevant parties: sppa and employing authorities for NHS, education, police and fire service.
An Overarching Health and Social Care Integration MoU would probably not be required since the sharing of information for this purpose is very specific and unlikely to require separate negotiations at strategic and tactical level; hence the ISA along with the working instructions would suffice.
Nevertheless, if a particular territorial set of agencies decide that in their case different people have to decide very strategic matters (e.g. approach to liabilities: in common or jointly), and at a later stage a different group of people will proceed to negotiate other information sharing matters, it may be beneficial to record the more strategic agreements in a MoU (e.g. the most relevant senior stakeholders on each party agree to go ahead as Data Controllers in Common). At a later stage, a different group of people may progress the negotiations with regards to the more specific matters in the ISA (e.g. retention periods, etc.)
It makes sense a more strategic agreement (MoU) followed by the more tactical (ISA) and operational (work instructions) decisions and agreements.
The Toolkit is flexible to accommodate the choice that better suits the needs on different scenarios. It is key thinking of the process as a negotiation that takes place at different levels (strategic, tactical and operational) and moments in time; typically also involving different people and skills at different stages. In the simplest scenario, all the negotiation happens at once via a single ISA and a few work instructions already in place on each of the parties (e.g. their own policies and procedures).