Publication Scheme

Transparency and Our Publication Scheme

We are committed to being open and transparent with our customers on the important things - who we are, what we do and how money is spent; to make information available to the public as part of our normal business activities. The information covers where this information is held by us.

Below you will find data that we have gathered following guidance from Central Government. The data is available through the website unless otherwise stated. Some data has not been included if it refers to specific individuals, as all the information that we publish must comply with the Data Protection Regulations.


Who do we work with?

We work with services throughout the boroughs of Windsor, Maidenhead and Wokingham and beyond. The publication schemes for both these boroughs can be found by clicking on the following links: The Royal Borough of Windsor and Maidenhead and Wokingham Borough Council

Contact details

The contact details for our head office are available in the Contact Us section of this site.

A copy of our annual report and financial statement for 2019/2020 can be access via Companies' House

Income and Expenditure can be found within Companies House by clicking the link here

Salary ranges are included in our Annual report and accounts

Financial audit reports - The auditors write an audit report that is included within the annual accounts

Pay and grading structure (this is senior staff with a basic annual salary of at least £58,200, any less staff’s pay should be identified by salary range) Directors remuneration is shown within the accounts

Procurement and tender procedures and reports - We currently don’t have any.

Optalis Director's Information: https://beta.companieshouse.gov.uk/company/07630156/officers

Our website contains details of our continuous development, corporate strategy and priorities.

Our vision mission and values are detailed within our approach:

  • Customer Service
  • Respect
  • Transparency and Integrity
  • Communication
  • Continuous Development
  • Enjoyable and Rewarding

We place emphasis on the satisfaction of our customers and colleagues that creates an environment which offers the opportunity for personal and professional growth.

Corporate Plan/Strategy and Annual Report

Please refer to our Annual Report at Companies' House

Our strategic plan is in line with our local authority partner plans, and the elements covering social care:

The Royal Borough of Windsor and Maidenhead - Council Plan

The Wokingham Borough - Council Plan

Performance and statistics

The Care Quality Commission (CQC) is responsible for evaluating and rating the quality of care within every care provider across England. Internally, Optalis have a robust framework in which to monitor, audit and review our levels of compliance and quality across all of our services and practices to ensure and assure safe levels of care.


Optalis' regulated services provide care and support to adults, including those with mental health needs, dementia, elderly persons and other health, physical or neurological conditions. The regulators, the Care Quality Commission (CQC), inspect these services.

Optalis CQC regulated Services:

To see the CQC inspection ratings please visit the services page.

Our policies and procedures are underpinned by and developed in line with national, regulatory and legislative guidance; enabling best practice, ensuring the care and safety of our customers and staff alike:

Our Service Model and Framework : https://www.optalis.org/our-approach

If you have any queries about current policies  regarding HR please contact the HR team at Trinity Court on 0118 977 8600

Soon this page will have the core current policies added to it. 

Data Governance Policies: 

OPS61 Record Retention Destruction v1 4 R

OPS13 Data Protection v4 7 R

Compliance of Records Management OPS37 v2 2 R

The company's immediate ‘parent’ is Optalis Holdings Limited, incorporated in England and Wales. This cohort is made up of the shareholder partners; Wokingham Borough Council and the Royal Borough of Windsor and Maidenhead Council.

The Leadership teams within each provide both steer and collaboration in ensuring Optalis can maintain its duty of care, safe services and financial stability.

Board Papers and minutes can be accessed via Companies' House

The Company maintains policies on information security, retention of records, disposal and archiving of documents and data protection.

This is our current "Records and Retention Policy"

For a copy of our Record of Processing Activities (ROPA) please contact us.

Information held in registers required by law and other lists and registers

For this information please refer to the Wokingham Borough Council and the Royal Borough of Windsor and Maidenhead websites.

Optalis provide adult social care across Wokingham, Windsor and Maidenhead. For further details on our statutory services, CQC Registered Services and other services please refer to the Care and Support Services section of the website.

https://www.optalis.org/planning-your-care-and-support

News and press releases: For our latest news please follow us on our social media pages, links can be found at the bottom of our site's page.

Optalis must comply with the Freedom of Information Act because from 1st September 2013 the definition of public authorities was extended to include companies wholly owned by councils.

Please refer here for more information: https://www.optalis.org/freedom-of-information

Please note that a request for personal information on yourself is regulated by the Data Protection Act 2018; for this, you will need to make a Subject Access Request. This can be done by a verbal request, phone, letter or email.

For more information please contact our Data Subject Access Request Team

The Environmental Information Regulations 2004 give the public similar rights to those in the Freedom of Information Act 2000 when requesting environmental information. To make a request please contact the Royal Borough of Windsor and Maidenhead