NHS oversight framework technical metric specification document – 2025/26

Section one – scoring metrics

These metrics contribute to the overall segmentation of organisations, providers will receive scores for each of these metrics if they report the data unless there is specific exclusion criteria noted in the specification.

1. Access to services

Elective care

OF0023 – Percentage of cases where a patient is waiting 18 weeks or less for elective treatment

IDOF0023
StatusScored – MHS
Metric NamePercentage of cases where a patient is waiting 18 weeks or less for elective treatment
GranularityAcute trusts
BasisLatest month in the period
DescriptionOf the total elective (RTT) waiting list, the percentage of patients who have been waiting less than 18 weeks.
PurposeThis allows absolute 18 week performance to be tracked to allow for direct performance comparisons.
Published sourceStatistics » Referral to Treatment (RTT) Waiting Times
Metric methodologyNumerator: Count of patients on the waiting list for less than 18 weeks
Denominator: Total count of patients on the waiting list.  
Calculation: Numerator as a percentage of denominator  
Filters and exclusions:
1. Patients whose care is commissioned by non-English commissioner are excluded. 2. Cancer specialist trusts and non-acute providers are excluded
Scoring methodologyOrganisations are scored between 1.00 and 4.00 based on absolute % value ranked high to low (higher is better)

OF0106 – Difference between planned and actual 18 week performance

IDOF0106
StatusScored – manual
Metric NameDifference between planned and actual 18 week performance
GranularityAcute trusts
BasisLatest month in the period
DescriptionThe percentage point difference between planned and actual 18 week elective performance
PurposeDelivering the NHS ambitions on waiting list reduction requires all trusts to deliver their individual target levels of reduction, this metric enables visibility of those off track against their plan
Published sourceNHS England does not currently publish operational plan data, this metric is based on internal management information and published 18 week performance
Metric methodologyNumerator: Percentage of patients currently waiting no longer than 18 weeks
Denominator: Percentage of patients planned to wait no longer than 18 weeks  
Calculation: Percentage point difference between numerator and denominator.
Filters and exclusions:
1. Patients whose care is commissioned by non-English commissioner are excluded. 2. Cancer specialist trusts and non-acute providers are excluded
Scoring methodologyAll organisations at or above planned level (i.e. 0% or higher) score 1.00, remainder scored between 2.00 and 4.00 based on % distance from plan (closer to plan is better)

OF0003 – Percentage of cases where a patient is waiting more than 52 weeks for elective treatment

IDOF0003
StatusScored – MHS
Metric NamePercentage of cases where a patient is waiting more than 52 weeks for elective treatment
GranularityAcute trusts
BasisLatest month in the period
DescriptionOf the total elective (RTT) waiting list, the percentage of patients who have been waiting more than 52 weeks.
PurposeThis metric allows us to track delivery of the 2025/26 priority to reduce 52 week waits to below 1%.
Published sourceStatistics » Referral to Treatment (RTT) Waiting Times
Metric methodologyNumerator: Count of patients on the waiting list for more than 52 weeks
Denominator: Total count of patients on the waiting list  
Calculation: Numerator as a percentage of denominator
Filters and exclusions:
1. Patients whose care is commissioned by non-English commissioner are excluded.
2. Cancer specialist trusts and non-acute providers are excluded
Scoring methodologyAll organisations below the 1% target level receive a score of 1.00. Those at or above 1% are scored between 2.00 – 4.00 based on absolute % value ranked low to high (lower is better)

OF0005 – Percentage of patients waiting over 52 weeks for community services

IDOF0005
StatusScored – UDAL
Metric NamePercentage of patients waiting over 52 weeks for community services
GranularityCommunity, integrated and acute trusts
BasisEnd of period
DescriptionOf the total community health waiting list, the number of patients who have been waiting more than 52 weeks.
PurposeThis captures issues with clearing the longest waiting patients from the community services waiting list.
Published sourceStatistics » Community health services waiting lists
Metric methodologyNumerator: Count of patients on the waiting list for more than 52 weeks
Denominator: Total count of patients on the waiting list  
Calculation: Numerator as a percentage of denominator
Filters and exclusions:
1. Patients whose care is commissioned by non-English commissioner are excluded.
2. Any trust submitting data to the dataset is included regardless of type
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on absolute % ranked high to low (lower is better)

Cancer care

OF0010 – Percentage of urgent referrals to receive a definitive diagnosis within 4 weeks.

IDOF0010
StatusScored – UDAL
Metric NamePercentage of referrals to receive a definitive diagnosis within 4 weeks
GranularityAcute trusts
BasisAggregated quarterly position
DescriptionPercentage of patients receiving a communication of diagnosis for cancer or a ruling out of cancer, or a decision to treat (FDS clock stops) within 28 days following an urgent cancer referral.
PurposeThis measures the percentage of patients seen in a timely way following urgent cancer referral.
Published sourceStatistics » Monthly Data and Summaries
Metric methodologyNumerator: Total number of patients told their diagnosis within 28 days in the period
Denominator: Total number of patients told their diagnosis in the period  
Calculation: Numerator as a percentage of denominator
Filters and exclusions:
1. Patients whose care is commissioned by non-English commissioner are excluded.
2. Specialist acute and non-acute trusts are excluded
Scoring methodologyAll organisations meeting or exceeding target of 80% score 1.00. Remainder ranked from 2.00 – 4.00 based on absolute % (higher is better)

OF0011 – Percentage of patients treated for cancer within 62 days of referral

IDOF0011
StatusScored – UDAL
Metric NamePercentage of patients treated for cancer within 62 days of referral
GranularityAcute trusts
BasisAggregated quarterly position
DescriptionPercentage of patients receiving a first treatment for cancer within 62 days following an urgent referral.
PurposeThis measures the percentage of patients beginning treatment in a timely way following urgent cancer referral.
Published sourceStatistics » Monthly Data and Summaries
Metric methodologyNumerator: Total number of patients treated in the period within the 62 day standard
Denominator: Total number of patients treated in the period
Calculation: Numerator as a percentage of denominator
Filters and exclusions: 1. Patients whose care is commissioned by non-English commissioner are excluded. 2. Specialist acute and non-acute trusts are excluded
Scoring methodologyAll organisations meeting or exceeding the target of 75% score 1.00. Remainder ranked from 2.00 – 4.00 based on absolute % (higher is better)

Urgent and emergency care

OF0013 – Percentage of emergency department attendances admitted, transferred or discharged within four hours

IDOF0013
StatusScored – UDAL
Metric namePercentage of emergency department attendances admitted, transferred or discharged within four hours
GranularityAcute trusts
BasisAggregated quarterly position
DescriptionPercentage of emergency department attendances managed within 4 hours
PurposeThis measures performance against the NHS constitutional pledge and is a key metric for showing pressure on the urgent and emergency care system.   There are a range of different mechanisms of delivering urgent care, we have taken performance figures at an acute trust footprint level which apportions some or all of the lower acuity activity from surrounding type 3 providers to acute trusts. This enables performance to consider redirection of lower acuity patients to a more appropriate setting.
Published sourceStatistics » A&E Attendances and Emergency Admissions
Metric methodologyNumerator: Number of attendances where the patient was admitted, discharged or transferred within four hours of arrival.
Denominator: Total number of attendances at all type A&E departments (acute footprint basis).
Calculation: Numerator as a percentage of denominator.
Filters and exclusions: 1. Patients whose care is commissioned by non-English commissioner are excluded. 2. Non-acute trusts are excluded.
Scoring methodologyAll organisations meeting or exceeding the objective of 78% score 1.00. Remainder ranked from 2.00 – 4.00 based on absolute % (higher is better).

OF0014 – Percentage of emergency department attendances spending over 12 hours in the department

IDOF0014
StatusScored – UDAL
Metric NamePercentage of emergency department attendances spending over 12 hours in the department
GranularityAcute trusts
BasisAggregated quarterly position
DescriptionPercentage of patients attending A&E who are not admitted, discharged or transferred within 12 hours of arrival.
PurposeThis measures the longest stays in A&E departments, limited to department type 1 and 2.
Published sourceStatistics » A&E Attendances and Emergency Admissions
The supplementary ECDS analysis file contains this information.
To note published data applies data suppression to small numbers and so there may be some small differences between the position calculated from public data and the value displayed within NOF reporting products.
Metric methodologyNumerator: Number of attendances in the reporting period where the patient spent more than 12 hours in the department.
Denominator: Total number of attendances in the reporting period.
Calculation: Numerator as a percentage of denominator.
Filters and exclusions: 1. Urgent Treatment Centre activity is excluded. 2. Patients whose care is commissioned by non-English commissioner are excluded. 3. Non-acute trusts are excluded.
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on % over 12 hours ranked high to low (Lower is better)

OF0017 – Average Category 2 ambulance response time

IDOF0017
StatusScored – Manual
Metric NameAverage Category 2 ambulance response time
GranularityAmbulance trusts
BasisYear to date
DescriptionMean time from 999 call until the ambulance arrives on scene.
PurposeThe NHS Objectives and Planning Guidance for 2025/26 set out that all ambulance trusts should respond to category two calls within an average of 30 minutes. This metric tracks delivery of that objective.
Published sourceStatistics » Ambulance Quality Indicators
Annual timeseries data is used to track year-to-date performance not single monthly data due to seasonal effects
Metric methodologyNumerator: Total response time for category 2 incidents  
Denominator: Category 2 incident count  
Calculation: Numerator divided by denominator presented in HH:MM:SS format  
Filters and Exclusions: Non-English ambulance services are excluded
Scoring methodologyAll organisations meeting the objective of <00:30:01 score 1.00. Remainder ranked from 2.00 – 4.00 based on actual minutes (Lower is better)

Mental health care

OF0041 – Annual change in the number of children and young people accessing NHS-funded MH services

IDOF0041
StatusScored – manual
Metric NameAnnual change in the number of children and young people accessing NHS-funded MH services
GranularityMental health trusts
Basis12-month rolling, year-on-year comparison
DescriptionThe percentage change in number of people under the age of 18 who have had at least one contact from NHS funded mental health services vs previous year. This metric only counts a unique patient once. If a patient has multiple referrals in the 12-month period with 1+ contacts recorded, they would only be counted once in the access metric.
PurposeThe NHS priorities for 2025/26 specified an objective to increase the numbers of children and young people accessing services, this metric identifies how far each organisation is increasing levels of access.
Published sourceMental Health Services Monthly Statistics – NHS England Digital, measure MHS95
Metric methodologyNumerator: Number of CYP aged under 18 supported through NHS funded mental health with at least one contact in a rolling 12 month period.
Denominator: as above, for the preceding 12 month period.  
Calculation: Percentage point difference between numerator and denominator.
Filters and exclusions: Included – direct contact with a patient, parent or carer (as a patient proxy) or between professionals (as indirect activity), as long as they are clinically meaningful.
Excluded – 05 – Email; 09 – Text Message (Asynchronous); 10 – Instant messaging (Synchronous); 12 – Message Board (Asynchronous); 13 – Chat Room (Synchronous); 98 – Other (not listed).
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on % change ranked high to low (Higher is better)

2. Effectiveness and experience

Patient Experience

OF1046 – Summary Hospital Level Mortality Indicator

IDOF1046
StatusScored – MHS
Metric NameSummary Hospital Level Mortality Indicator
GranularityAcute trusts
BasisRolling 12-month
DescriptionThe SHMI is the ratio between the actual number of patients who die following hospitalisation at the trust and the number that would be expected to die on the basis of average England figures, given the characteristics of the patients treated there.
PurposeThis is to monitor the ratio between the actual number of patients who die following hospitalisation at the trust and the number that would be expected to die on the basis of average England figures, given the characteristics of the patients treated there. It covers all deaths reported of patients who were admitted to non-specialist acute trusts in England and died either while in hospital or within 30 days of discharge. Bandings indicating whether the SHMI is ‘higher than expected’, ‘as expected’ or ‘lower than expected’ are also provided.
Published sourceSummary Hospital-level Mortality Indicator (SHMI) – Deaths associated with hospitalisation – NHS England Digital
Metric methodologyIndicator specification: Summary Hospital-level Mortality Indicator (SHMI)
Scoring methodologyScore is based on SHMI band (1.00 = better than expected, 2.00 = as expected, 3.00 = worse than expected)

OF1069 – CQC inpatient survey satisfaction rate

IDOF1069
StatusScored – manual
Metric NameCQC inpatient survey satisfaction rate
GranularityAcute trusts
BasisAnnual
DescriptionThe banded score relating to inpatient satisfaction for each trust
PurposePatient experience is a critical element of the quality of care provided by the NHS. This metric enables an objective independent view of the level of satisfaction inpatients at each trust experienced.
Published sourceSurveys – Care Quality Commission
Metric methodology20240821_aip23_QualityMethodology.odt Banded score for section 11 – overall experience
Scoring methodologyProprietary CQC methodology, each org receives a band which we translate to a score (1.00 = better or much better than expected, 2.00 = somewhat better than expected or as expected, 3.00 = somewhat worse than expected, 4.00 = worse or much worse than expected)

OF1035 – CQC community mental health survey satisfaction rate

IDOF1035
StatusScored – manual
Metric NameCQC community mental health survey satisfaction rate
GranularityMental health trusts and integrated trusts
BasisAnnual
DescriptionThe banded score relating to satisfaction of patients who use community mental health services for each trust
PurposePatient experience is a critical element of the quality of care provided by the NHS. This metric enables an objective independent view of the level of satisfaction patients at each trust experienced.
Published sourceSurveys – Care Quality Commission
Metric methodologyhttps://www.cqc.org.uk/sites/default/files/2025-04/20250403_cmh24_QualityMethodology.odt
Banded score for section 12 – overall experience
Scoring methodologyProprietary CQC methodology, each org receives a band which we translate to a score (1.00 = better or much better than expected, 2.00 = somewhat better than expected or as expected, 3.00 = somewhat worse than expected, 4.00 = worse or much worse than expected)

OF1047 – NHS staff survey advocacy score

IDOF1047
StatusScored – UDAL
Metric NameNHS staff survey advocacy score
GranularityAmbulance trusts
BasisAnnual
DescriptionThe combined staff survey scores covering the percentage of staff who say that care of patients is their organisation’s top priority, the percentage of staff who would recommend the organisation as a place to work and the percentage who would be happy with the standard of care their organisation provides if a friend or relative needed treatment.
PurposePatient experience is a critical element of the quality of care provided by the NHS, as ambulance patients are not surveyed as part of national surveys, this measure is designed to allow an understanding of the quality of service ambulance trusts provide  based on the views of their own staff.
Published sourceNational results across the NHS in England | NHS Staff Survey
Metric methodologyAdvocacy sub-score Weighted score (out of 10) based on responses to these questions:
Q25a – “Care of patients / service users is my organisation’s top priority.”
Q25c – “I would recommend my organisation as a place to work.”
Q25d – “If a friend or relative needed treatment I would be happy with the standard of care provided by this organisation.”
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on score ranked high to low (Higher is better)

Effective flow and discharge

OF0025 – Average number of days from discharge ready date to actual discharge date (including zero days)

IDOF0025
StatusScored – UDAL
Metric NameAverage number of days from discharge ready date to actual discharge date (including zero days)
GranularityICBs and Acute trusts
BasisLatest month in the period
DescriptionThe average delay to discharge, from when the patient is ready for discharge to the date of discharge.
PurposeThis measures the extent of delays experienced by patients who are medically ready for discharge but are not able to be discharged from hospital.
Published sourceStatistics » Discharge ready date
Metric methodologyNumerator: The total aggregate number of days from discharge ready date to date of discharge for all patients discharged in the period
Denominator: The total number of patients that have been discharged in the period
Calculation: Numerator divided by denominator presented as a number of days  
Note: Where the provider reports that all their discharges are on discharge ready date, i.e. the denominator is zero, the denominator is set to the total count of discharges to allow a metric value to be calculated.
Scoring methodologyTrusts scored between 1.00 and 4.00 based on average number of days high to low (Lower is better)
ICBs are not scored in 2025/26

OF0063 – Percentage of inpatients with >60 day length of stay

IDOF0063
StatusScored – Manual
Metric NamePercentage of inpatients aged 18-65 with >60 day length of stay
GranularityMental health trusts
BasisAverage for latest quarter
DescriptionPercentage of adult inpatients (between the ages of 18 and 65) with a length of stay over 60 days at discharge
PurposeThe NHS priorities for 2025/26 specified an objective to reduce length of stay for mental health patients, This metric is used to track volumes of patients being discharged with long lengths of stay.
Published sourceMental Health Services Monthly Statistics – NHS England Digital, Metric IDs: MHS140, MHS100, and MHS100b
Metric methodologyNumerator: of the denominator, discharges from adult acute beds with a length of stay over 60 days  
Denominator:  The number of people discharged in the reporting period where bed type at the time of discharge was an adult acute bed and the person was aged between 18 and 64.  
Calculation: Numerator as a percentage of denominator
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on % of delayed patients ranked high to low (Lower is better)

Effective out of hospital care

OF0057 – Urgent Community Response 2-hour performance

IDOF0057
StatusScored – MHS
Metric NameUrgent Community Response 2-hour performance
GranularityCommunity trusts and acute trusts who provide community services
BasisQuarterly aggregated figure
DescriptionPercentage of standard urgent community response referrals seen within 2 hours.
PurposeThe Secretary of State set out three shifts required in healthcare one of which is the need to move care from acute settings to the community. Urgent Community Response services are a vital part of preventing avoidable attendance in acute settings and this metric enables us to identify those most effectively providing these services.
Published sourceCommunity Services Statistics – NHS England Digital
Metric methodologyNumerator: Number of referrals in the period that had a Referral to Treatment waiting time of under 120 minutes.  
Denominator: Number of standard urgent community response referrals received in the period.  
Calculation: Numerator as a percentage of denominator
Scoring methodologyAll Organisations <70% score 4.00. Remainder ranked from 1.00 – 3.00 based on absolute % (Higher is better)

OF0028 – Percentage of ambulance patients conveyed to emergency departments

IDOF0028
StatusScored – Manual
Metric NamePercentage of ambulance patients conveyed to emergency departments
GranularityAmbulance trusts
BasisYear to date
DescriptionThe percentage of incidents where an ambulance is dispatched which result in conveyance to an emergency department
PurposeThe NHS is committed to moving more care into the community and reducing reliance on hospital care, this measure allows us to understand how much ambulance activity results in a trip to an emergency department, improved community and integrated urgent care services should result in reduced need to convey to emergency departments
Published sourceStatistics » Ambulance Quality Indicators
Year to date count
Metric methodologyNumerator: The count of incidents that resulted in a conveyance to an Emergency Department  
Denominator: The total count of incidents  
Calculation: Numerator as a percentage of denominator
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on % of patients conveyed to ED low to high (Lower is better)

3. Patient safety

OF0061 – NHS Staff survey – raising concerns sub-score

IDOF0061
StatusScored – MHS
Metric NameNHS Staff survey – raising concerns sub- score
GranularityAll organisations
BasisAnnual
DescriptionNHS staff survey “raising concerns” sub-score
PurposeThis is a primary measure of organisational safety culture and set out as a key metric in the NHS Safety Strategy, organisations with safer culture are recognised by their staff as being places where concerns can be raised
Metric methodologyNHS staff survey sub score for the following measures:
Q20a – I would feel secure raising concerns about unsafe clinical practice
Q20b – I am confident that my organisation would address my concern
Q25e – I feel safe to speak up about anything that concerns me in this organisation Q25f – If I spoke up about something that concerned me I am confident my organisation would address my concern
For further details see Section 3.1 of NHS Staff Survey Technical Guide
Published sourceLocal results for every organisation | NHS Staff Survey
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on % positive responses ranked high to low (Higher is better).  
Note: Organisations are ranked within their organisation type staff survey benchmark group, e.g. ambulance trusts against other ambulance trusts, acute against other acutes etc.

OF1067 – CQC safe inspection score

IDOF1067
StatusScored – Manual
Metric NameCQC safe inspection score
GranularityAll trusts
BasisPeriodic inspection
DescriptionThe CQC rating is based on a physical inspection, with possible ratings of outstanding, good, requires improvement or inadequate.
PurposeComprehensive CQC inspections of health and social care services are carried out to make sure services are providing care that is safe, caring, effective, responsive to people’s needs and well-led. In order to ensure that organisational scores are not impacted by historic ratings this measure is only applied where it is less than two years old.
Published sourceUsing CQC data – Care Quality Commission 
Metric methodologyCQC safe rating – possible ratings are Outstanding, Good, Requires Improvement and Inadequate  
Note: If the organisation has not been awarded a CQC rating within the last 24 months the organisation is excluded
Scoring methodologyCQC rating translated to a score (1.00 = outstanding, 2.00 = good, 3.00 = requires improvement, 4.00 = inadequate)

OF0020 – Number of MRSA infections

IDOF0020
StatusScored – Manual
Metric NameNumber of MRSA infections
GranularityAcute trusts
Basis12-month rolling
Description12-month rolling counts of methicillin resistant staphylococcus aureus (MRSA) bacteraemia by organisation and location of onset 
PurposeHCAIs pose a serious risk to patients, clients, staff and visitors to health and social care premises. They can incur significant costs for the NHS and others and cause significant morbidity and mortality for those infected. As a result, infection prevention and control is a key priority for the NHS.
Published sourceFor 12-month rolling count values: UK Health Security Agency (UKHSA) published data
MRSA bacteraemia: monthly data by location of onset – GOV.UK
Metric methodologyNumerator: Number of MRSA bacteraemia Trust apportioned cases (In the published data files, filter ‘Organisation type’ by ‘NHS acute trust’ and ‘Metric’ by ‘Hospital-onset healthcare-associated’ AND ‘Community-onset healthcare-associated’).
Note: The six prior healthcare exposure groups for C. difficile are Hospital-onset healthcare-associated (HOHA), Community-onset healthcare-associated (COHA), Community-onset indeterminate-association (COIA), Community-onset community-associated (COCA), Unknown and No information.  HOHA and COHA are the only prior healthcare exposure groups included in the numerator.  
Denominator: The metric for MRSA does not have a denominator.  This is because the NHS Standard Contract specifies that the threshold is zero for all trusts.
Scoring methodologyAll organisations with no cases of MRSA receive a score of 1.00, remaining organisations are scored between 2.00 and 4.00 based on absolute number of cases, lower is better

OF0088 – Rate of C-Difficile infections

IDOF0088
StatusScored – Manual
Metric NameRate of C-Difficile infections
GranularityAcute trusts
Basis12-month rolling
Description12-month rolling counts of Clostridioides difficile (C. difficile) infections by NHS organisation and prior trust exposure (from April 2019) in patients aged 2 years and over.
PurposeHCAIs pose a serious risk to patients, clients, staff and visitors to health and social care premises. They can incur significant costs for the NHS and others and cause significant morbidity and mortality for those infected. As a result, infection prevention and control is a key priority for the NHS.
Published sourceRates: C. difficile infection (CDI): monthly data by prior trust exposure – GOV.UK
Thresholds: NHS England » Minimising Clostridioides difficile and Gram-negative Bloodstream Infections
Metric methodologyNumerator: Number of incidences of Clostridium difficile Trust apportioned cases. In the published data files, filter ‘Organisation type’ by ‘NHS acute trust’ and ‘Metric’ by ‘Hospital-onset healthcare-associated’ AND ‘Community-onset healthcare-associated’. This metric uses the new counting methodology of Hospital-onset healthcare-associated (HOHA) + Community-onset healthcare-associated (COHA)   The six prior healthcare exposure groups for C. difficile are Hospital-onset healthcare-associated (HOHA), Community-onset healthcare-associated (COHA), Community-onset indeterminate-association (COIA), Community-onset community-associated (COCA), Unknown and No information.  HOHA and COHA are the only prior healthcare exposure groups included in the numerator.  
Denominator: Threshold for 12 months (published annual NHS Standard Contract Threshold for the relevant year for the data submission).  
Calculation: Numerator divided by denominator  
Note: for a small number of organisations the threshold value is 0 so cannot be calculated as a percentage and the actual number of cases will be shown.
Scoring methodologyWhere the organisation has a value at or below 100% (at or beneath threshold level) a score of 1.00 is awarded. For those organisations over 100% a score between 2.00 and 4.00 is awarded based on distance from threshold, lower is better  
Note: for a small number of organisations the threshold value is 0 so cannot be calculated as a percentage. For these organisations a score is determined by the absolute number of cases as follows: 0 cases = 1.00, 1 case = 2.00, 2 cases = 3.00, >2 cases = 4.00

OF0048 – Rate of E-Coli infections

IDOF0048
StatusScored – Manual
Metric NameRate of E-Coli infections
GranularityAcute trusts
Basis12-month rolling
Description12-month rolling counts of Escherichia coli (E.coli) bacteraemia by organisation and location of onset
PurposeHCAIs pose a serious risk to patients, clients, staff and visitors to health and social care premises. They can incur significant costs for the NHS and others and cause significant morbidity and mortality for those infected. As a result, infection prevention and control is a key priority for the NHS.
Published sourceRates: E. coli bacteraemia: monthly data by location of onset – GOV.UK  
Thresholds: NHS England » Minimising Clostridioides difficile and Gram-negative Bloodstream Infections
Metric methodologyNumerator: Number of E.coli Trust apportioned cases. In the published data files, filter ‘Organisation type’ by ‘NHS acute trust’ and ‘Metric’ by ‘Hospital-onset healthcare-associated’ AND ‘Community-onset healthcare-associated’. This metric uses the new counting methodology of Hospital-onset healthcare-associated (HOHA) + Community-onset healthcare-associated (COHA).   The six prior healthcare exposure groups for C. difficile are Hospital-onset healthcare-associated (HOHA), Community-onset healthcare-associated (COHA), Community-onset indeterminate-association (COIA), Community-onset community-associated (COCA), Unknown and No information.  HOHA and COHA are the only prior healthcare exposure groups included in the numerator.  
Denominator: Threshold for 12 months (published annual NHS Standard Contract Threshold for the relevant year for the data submission)  
Calculation: Numerator divided by denominator  
Note: for a small number of organisations the threshold value is 0 so cannot be calculated as a percentage. For these organisations the actual number of cases will be displayed.
Scoring methodologyWhere the organisation has a value at or below 100% (at or beneath threshold level) a score of 1.00 is awarded. For those organisations over 100% a score between 2.00 and 4.00 is awarded based on distance from threshold, lower is better.
Note: for a small number of organisations the threshold value is 0 so cannot be calculated as a percentage. For these organisations a score is determined by the absolute number of cases – 0 cases = 1.00, 1 case = 2.00, 2 cases = 3.00, >2 cases = 4.00

OF0068 – Rate of restrictive interventions use

IDOF0068
StatusScored – Manual
Metric NameRate of restrictive interventions use
GranularityMental health trusts
BasisQuarterly
DescriptionRate of restrictive interventions per 1,000 inpatient mental health, learning disability and autism bed days
PurposeTo identify rates of restrictive interventions and support reduction of restrictive practices in inpatient services and ensure compliance with the reporting requirements within the Use of Force Act 2018.
Published sourceMental Health Services Monthly Statistics – NHS England Digital  
MHS96 Restrictive practice rate
Metric methodologyNumerator: Aggregate number of restrictive interventions occurring in the reporting period
Denominator: Aggregate number of occupied bed days occurring in the reporting period
Calculation: Numerator divided by denominator multiplied by 1000 to express as a rate per 1000 bed days.
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on crude rate ranked high to low (Lower is better)

OF0016 – Percentage of patients in mental health crisis to receive face-to-face contact within 24 hours

IDOF0016
StatusScored – Manual
Metric NamePercentage of patients in mental health crisis to receive face-to-face contact within 24 hours
GranularityMental health trusts
BasisQuarterly
DescriptionPercentage of new urgent referrals to crisis services with first face to face contact within 24 hours of referral
PurposeThe urgent and emergency care recovery strategy articulated that A&E is rarely the best place for a patient in crisis and timely access to crisis mental health services is critical for individuals experiencing acute distress. The measure will enable identification of those organisations delivering high levels of face to face crisis care in a timely manner.
Published sourceMental Health Services Monthly Statistics – NHS England Digital, Metric IDs: CCR120 (numerator) and CCR73 (denominator)
Metric methodologyNumerator: New Urgent Referrals to Crisis Services with first face to face contact within 24 hours of referral in the period
Denominator: New Urgent Referrals to Crisis Services with first face to face contact in the period
Calculation: Numerator as a percentage of denominator
Filters:
• The Service or Team Type Referred To (Mental Health) is either A02, A18, A19
• Where the Clinical Response Priority Type is 2 (urgent)
• Where the Attended Or Did Not Attend is 5 or 6 and the Consultation Medium Used is face to face communication.
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on absolute % ranked high to low (Higher is better)

4. People and workforce

Retention and culture

OF0082 – Sickness absence rate

IDOF0082
StatusScored – UDAL
Metric NameSickness absence rate
GranularityICBs and all trusts
BasisQuarterly – aggregated monthly figures
DescriptionThe percentage of working days in the previous quarter where staff are sick and unable to work
PurposeImproving retention was a key priority of the Long Term NHS Workforce Plan which focussed on a need to improve staff wellbeing and motivation. Lower rates of sickness could indicate organisations with healthier and more motivated workforces improving skills and outcomes and reducing reliance on temporary staffing.
Published sourceNHS Sickness Absence Rates – NHS England Digital
Metric methodologyNumerator: FTE number of days sick (including non-working days) in the period  
Denominator: FTE number of days available in the period  
Calculation: Numerator as a percentage of denominator  
Filters: Status in ‘Acting Up, Active Assignment, Internal Secondment’  
Exclusions:  Exclude type of Contract: Bank, Honorary, Widow/Widower
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on 3 month rolling rate of sickness ranked high to low (Lower is better)  
Note: ICBs are not scored in 2025/26

OF0084 – NHS Staff survey engagement theme sub-score

IDOF0084
StatusScored – Manual
Metric NameNHS Staff survey engagement theme sub-score
GranularityICBs and all trusts
BasisAnnual
DescriptionThe NHS Staff Survey Staff engagement theme sub-score.
PurposeThe engagement theme score of the staff survey is a recognised barometer of overall staff engagement with their organisation and thus a headline indicator of how effectively organisations are managing their people.
Published sourceLocal results for every organisation | NHS Staff Survey
Metric methodologyComposition: This score is comprised of 3 individual sub-scores covering motivation, involvement and advocacy, aggregated to an overall score. Each sub-score is comprised of a number of questions which are scored on a 0-10 scale and reported as a mean score. A higher score indicates a more favourable result.  
Specific variable ID: theme_engagement_2024
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on % positive responses ranked high to low (Higher is better). Note that organisations are ranked within their organisation type, e.g. ambulance trusts against other ambulance trusts, acute against other acutes etc.  
Note: ICBs are not scored in 20256/26

5. Finance and productivity

Finance

OF0079 – Planned surplus/deficit

IDOF0079
StatusScored – Manual
Metric NamePlanned surplus/deficit
GranularityICBs and all trusts
BasisAnnual plan
DescriptionThe overall level of planned surplus/deficit of the organisation for the financial year once deficit support funding has been removed
PurposeIt is essential that all NHS organisations return to financial balance in 2025/26, this measure allows us to understand those who do not currently have a plan to achieve break-even or surplus
Published sourceThis information is not currently published and is based on annual financial plan returns
Metric methodologyNumerator: Planned turnover  
Denominator: Allocation minus deficit support funding
Scoring methodologyScored based on planned level of deficit (1.00 = 0% or surplus, 2.00 = below 0% and above -1%, 3.00 = between -1% and -2%, 4.00 = beyond -2%)  
Note: ICBs are not scored in 2025/26

OF0081 – Variance year-to-date to financial plan

IDOF0081
StatusScored – Manual
Metric NameVariance year-to-date to financial plan
GranularityICBs and all trusts
BasisYear to date
DescriptionThe variance between the planned surplus/deficit at the current month and the actual surplus/deficit figure
PurposeIt is essential that all NHS organisations return to financial balance in 2025/26, this measure allows us to understand each organisation’s variance from their financial plan
Published sourceThis information is not currently published and is based on monthly financial returns
Metric methodologyNumerator: Actual surplus/deficit  
Denominator: Planned surplus/deficit
Scoring methodologyScore based on variation from plan (1.00 = on plan or better, 2.00 = below 0.5% variance, 3.00 = between 0.5% and 1% variance, 4.00 = beyond 1% variance)  
Note: ICBs are not scored in 2025/26

OF1080 – Combined finance score

IDOF1080
StatusScored – Manual
Metric NameCombined finance score
GranularityICBs and all trusts
BasisYear to date
DescriptionThe combined financial position of the organisation taking into account both planned and actual position
PurposeTo give a balanced financial view of each organisation it is important that both the planned and actual position are considered together not in isolation to avoid, for example, an in year position above plan score cancelling out a planned deficit score. This metric takes the planned financial position score and the variance year-to-date score and plots them against each other to give an overall score
Published sourceThis information is not currently published and is based on monthly financial returns
Metric methodologyMeasure one: Planned surplus deficit score (OF0076 / 0079)  
Measure two: Variance year-to-date score (OF0078 / 0081)  
Computation: The two measure scores are plotted on a sixteen box grid to give an overall score, see scoring methodology section for details
Scoring methodologyNote: ICBs are not scored in 2025/26
https://www.england.nhs.uk/wp-content/uploads/2025/09/scoring-methodology.png

Productivity

OF0085 – Implied productivity level

IDOF0085
StatusScored – manual
Metric NameImplied productivity level
GranularityICBs and acute trusts
BasisIn-year figure to latest month vs same period in previous year
DescriptionThe change in implied productivity of an organisation compared with a baseline period
PurposeNHS Organisations have a responsibility to act responsibly with public funds; this measure allows us to understand for each organisation the extent to which they are potentially increasing productivity (activity is growing faster than costs)
Published sourceNot currently published, will be published as an experimental statistic from September
Metric methodologyNumerator: Estimated growth in cost-weighted activity between the periods  
Denominator: Real terms spending growth between the periods  
Computation: Numerator divided by denominator presented as a % of the same calculation for the same period in the previous year
Scoring methodologyOrganisations ranked from 1.00 – 4.00 based on % productivity increase (Higher is better)
Note: ICBs are not scored in 2025/26

OF0086 – Relative difference in costs

IDOF0086
StatusScored – manual
Metric NameRelative difference in costs
GranularityNon-acute trusts
BasisAnnual
DescriptionNational Cost Collection Index (Adjusted for Market Forces Factor)
PurposeThe National Cost Collection Index (NCCI) is a measure of the relative cost difference between NHS providers. This metric is an interim measure of productivity/efficiency until implied productivity figures are available at non-acute trust level
Published sourceNHS England » National Cost Collection for the NHS
Metric methodologyComputation: Provider actual cost / provider expected cost * 100  
See National Cost Collection Index (NCCI) calculation tab of NCCI dashboard for further details
Scoring methodologyOrganisations scored between 1.00 and 4.00 based on comparative cost value ranked high to low (Lower is better).

Section two – compound scoring

The scores in this section are not individual metrics but are how the individual scoring metrics laid out in section one are amalgamated to form overall scores.

6. Domain Scores

OF4000 – Access to services domain score

IDOF4000
StatusScored – MHS automated
Metric NameAccess to services domain score
GranularityAll trust types
BasisQuarterly
DescriptionAverage of all access to services metric scores
PurposeThis score is designed to allow users to see the average of all metric scores related to effectiveness and experience
Published sourcePublished NOF scores
Metric methodologyNumerator: Sum total of all metric scores in group one of section one for which the organisation has a value recorded  
Denominator: Count of all metrics in group one of section one for which the organisation has a value recorded
Scoring methodologyNumerator divided by denominator rounded to two decimal places

OF4100 – Access to services domain segment

IDOF4100
StatusScored – MHS automated
Metric NameAccess to services domain segment
GranularityAll trust types
BasisQuarterly
DescriptionThe domain average score, placed into quartiles
PurposeThis score is designed to allow users to see overall NOF score for the domain
Published sourcePublished NOF scores
Metric methodologyAll organisations domain average scores are divided into quartiles.
1 – Up to and including the 25th percentile
2 – Up to and including the 50th percentile
3 – Up to and including the 75th percentile
4 – Up to and including the 100th percentile
Scoring methodologyAs above

OF4005 – Effectiveness and experience domain score

IDOF4005
StatusScored – MHS automated
Metric NameEffectiveness and experience domain score
GranularityAll trust types
BasisQuarterly
DescriptionAverage of all effectiveness and experience metric scores
PurposeThis score is designed to allow users to see the average of all metric scores related to effectiveness and experience
Published sourcePublished NOF scores
Metric methodologyNumerator: Sum total of all metric scores in group two of section one for which the organisation has a value recorded  
Denominator: Count of all metrics in group two of section one for which the organisation has a value recorded
Scoring methodologyNumerator divided by denominator rounded to two decimal places

OF4105 – Effectiveness and experience domain segment

IDOF4105
StatusScored – MHS automated
Metric NameEffectiveness and experience domain segment
GranularityAll trust types
BasisQuarterly
DescriptionThe domain average score, placed into quartiles
PurposeThis score is designed to allow users to see overall NOF score for the domain
Published sourcePublished NOF scores
Metric methodologyAll organisations domain average scores are divided into quartiles.
1 – Up to and including the 25th percentile
2 – Up to and including the 50th percentile
3 – Up to and including the 75th percentile
4 – Up to and including the 100th percentile
Scoring methodologyAs above

OF4002 – Patient safety domain score

IDOF4002
StatusScored – MHS automated
Metric NamePatient safety domain score
GranularityAll trust types
BasisQuarterly
DescriptionAverage of all patient safety metric scores
PurposeThis score is designed to allow users to see the average of all metric scores related to patient safety
Published sourcePublished NOF scores
Metric methodologyNumerator: Sum total of all metric scores in group three of section one for which the organisation has a value recorded  
Denominator: Count of all metrics in group three of section one for which the organisation has a value recorded
Scoring methodologyNumerator divided by denominator rounded to two decimal places

OF4102 – Patient safety domain segment

IDOF4102
StatusScored – MHS automated
Metric NamePatient safety domain segment
GranularityAll trust types
BasisQuarterly
DescriptionThe domain average score, placed into quartiles
PurposeThis score is designed to allow users to see overall NOF score for the domain
Published sourcePublished NOF scores
Metric methodologyAll organisations domain average scores are divided into quartiles.
1 – Up to and including the 25th percentile
2 – Up to and including the 50th percentile
3 – Up to and including the 75th percentile
4 – Up to and including the 100th percentile
Scoring methodologyAs above

OF4004 – People and workforce domain score

IDOF4004
StatusScored – MHS automated
Metric NamePeople and workforce domain average score
GranularityAll trust types
BasisQuarterly
DescriptionAverage of all people and workforce metric scores
PurposeThis score is designed to allow users to see the average of all metric scores related to finance and productivity
Published sourcePublished NOF scores
Metric methodologyNumerator: Sum total of all metric scores in group four of section one for which the organisation has a value recorded  
Denominator: Count of all metrics in group four of section one for which the organisation has a value recorded
Scoring methodologyNumerator divided by denominator rounded to two decimal places

OF4104 – People and workforce domain segment

IDOF4104
StatusScored – MHS automated
Metric NamePeople and workforce domain segment
GranularityAll trust types
BasisQuarterly
DescriptionThe domain average score, placed into quartiles
PurposeThis score is designed to allow users to see overall NOF score for the domain
Published sourcePublished NOF scores
Metric methodologyAll organisations domain average scores are divided into quartiles.
1 – Up to and including the 25th percentile
2 – Up to and including the 50th percentile
3 – Up to and including the 75th percentile
4 – Up to and including the 100th percentile
Scoring methodologyAs above

OF4003 – Finance and productivity domain score

IDOF4003
StatusScored – MHS automated
Metric NameFinance and productivity domain average score
GranularityAll trust types
BasisQuarterly
DescriptionAverage of all finance and productivity metric scores
PurposeThis score is designed to allow users to see the average of all metric scores related to finance and productivity
Published sourcePublished NOF scores
Metric methodologyNumerator: Sum total of all metric scores in group five of section one for which the organisation has a value recorded  
Denominator: Count of all metrics in group five of section one for which the organisation has a value recorded
Scoring methodologyNumerator divided by denominator rounded to two decimal places

OF4103 – Finance and productivity domain segment

IDOF4103
StatusScored – MHS automated
Metric NameFinance and productivity domain segment
GranularityAll trust types
BasisQuarterly
DescriptionThe domain average score, placed into quartiles
PurposeThis score is designed to allow users to see overall NOF score for the domain
Published sourcePublished NOF scores
Metric methodologyAll organisations domain average scores are divided into quartiles.
1 – Up to and including the 25th percentile
2 – Up to and including the 50th percentile
3 – Up to and including the 75th percentile
4 – Up to and including the 100th percentile
Scoring methodologyAs above

7. Overall scores

OF5002 – Average metric score

IDOF5002
StatusScored – MHS automated
Metric NameAverage metric score
GranularityAll trust types
BasisQuarterly
DescriptionAverage of all metric scores
PurposeEach NOF metric produces an individual score, this metric determines an average metric score to allow individual organisations to be compared with one another in order to apply segmentation
Published sourcePublished NOF scores
Metric methodologyNumerator: Sum total of all metric scores in section one for which the organisation has a value recorded
Denominator: Count of all metrics in section one for which the organisation has a value recorded
Scoring methodologyNumerator divided by denominator rounded to two decimal places

OF5003- Unadjusted segment

IDOF5003
StatusScored – MHS automated
Metric NameUnadjusted segment
GranularityAll trust types
BasisQuarterly
DescriptionThe quartile into which each organisation’s average metric score falls prior to any financial override
PurposeAverage metric scores are divided into quartiles to produce an initial segment of 1 – 4 for each organisation. This measure is important when determining potential further support or intervention that may be required.
Published sourcePublished NOF scores
Metric methodologyComputation: Average metric scores for all organisations ranked in sequential order from low to high and quartiled to produce four equal segments
Scoring methodologyWhere the organisation’s average metric score is in the lowest quartile they will receive a segment of one.
Where the average metric score is lower than average but higher than the lower quartile they will receive a segment of two.
Where the average metric score is higher than average but lower than the upper quartile they will receive a segment of three.
Where the average metric score is in the upper quartile they will receive a segment of four.

OF5004 – Financial override

IDOF5004
StatusScored – manual
Metric NameFinancial override
GranularityICBs and all trusts
BasisQuarterly
DescriptionThis is an automated rule that denotes whether or not the organisation is currently in financial deficit
PurposeRestoring financial balance across the NHS is a core priority, and progression into higher segments and the freedoms they receive is only appropriate for organisations that can operate within their allocated budgets; accordingly, a financial override is applied so any organisation in deficit cannot be better than segment three
Published sourceThis metric is based on internal finance data
Metric methodologyThree criteria are considered in sequential order:
Criterion one: Is the organisation in receipt of deficit support funding? (Y/N) 
Criterion two: Does the organisation have a planned annual deficit? (Y/N)  
Criterion three: Does the organisation have a negative variance from financial plan at the current point? (Y/N)
Scoring methodologyIf criterion one = Y then the override is applied, and no further rules are run.
If criterion two = Y then the override is applied and no further rules are run.
If criterion three = Y then it is determined whether the negative variance would result in an overall planned deficit, if yes then the override is applied if no it is not.
If all three criteria = N then no override is applied.

OF5000 – Adjusted segment

IDOF5000
StatusScored – MHS automated
Metric NameAdjusted segment
GranularityAll trust types
BasisQuarterly
DescriptionThe quartile of each organisation following consideration of the financial override
PurposeThe metric ensures that where the financial override has been applied the final organisational segment reflects this
Published sourcePublished NOF scores and financial override
Metric methodologyTwo criteria are considered in sequential order:
Criterion one: Is the financial override applicable (Y/N)  
Criterion two: Is the unadjusted segment one or two? (Y/N)
Scoring methodologyWhere both criteria = Y the organisation receives an adjusted segment of three.
Where either or both criteria = N the adjusted segment is directly inherited from the unadjusted segment.

Publication reference: PRN01916