Process Training for Personalised Budgets

Domestics• Breaks• Introductions• Refreshments• Smoking Policy• Fire Drill• Handouts• Mobile Phones / Blackberry’s

Learning Agreement• To engage

• To listen at the highest level

• To show respect

• To be considerate of others

• To seize this opportunity to learn and develop

• To work together

Setting the Context; Transformation

• Implementing Putting People First – 3 years

• Transformation; personalisation, integration, localisation

• Structural change

• Cultural change

• Project management

Personal budgets

• Research: 2007-2008• Phase 1: Jan to Oct 2009• Phase 2: Nov 2009 to Aug 2010• Phase 3: Sep 2010 to Mar 2011

Setting the Context; Personal Budgets

What’s the job to be done?

Setting the Context; Process Training

Choice

Control

Respect & Dignity

Customer focus

Appropriate advice & information

Letting go / support decision making

Listening / accepting views of others / positive risk taking

Inclusion not exclusion / see things from a customers point of view

Small Group Exercise

The Drivers – What do we know?

Personalisation & the lawFact or Fiction?

Duty of care can be properly met within a Self Directed Support System?

Universal services meeting needs below a LA’s eligibility threshold can render ongoing support packages unnecessary

Self assessment is lawful

Eligibility decisions must be made by the local authority

Resource allocation decisions can be made by customers

Support planning decisions can be made by providers

Understanding Personal Budgets

Understanding Personal Budgets

4. The correct answer is Option 2 - Like everyone, older people need all the information about personal budgets but they may also need a bit mre time and support to get the most from personal budgets. When they do the option can work very well for them

5. The correct answer is Option 4 - If carers are involved in the assessment process and have the right information and advice they can find personal budgets to be a positive option. Most are saying that the care and support purchased directly was better at meeting needs than that supplied through traditional services

6. The correct answer is Option 4 - All 3! Provided they are legal and negotiated as part of someone's care and support plan and linked to agreed outcomes

Remember

• Hopefully this section has helped you understand a bit more about personalisation and personal budgets and perhaps busted a few myths that are around – use the resources available to learn more (SCIE website is excellent!)

• Personal budgets are not just about giving people cash and letting them go off and purchase their own services alone - different people will want to access the option in different ways to help them feel in control

• You can't generally make a decision about who could benefit until you've got to know their individual needs, aspirations and circumstances - this is an important part of assessment and support

Customer focussed

• Customer focussed

• Legal

• On-line information resource

• Centrally updated

• Custom and practice

• Support available for Phase 3

• Timescales – 24th October 2010 – 1st November 2010

The Journey

Should be• A simple pathway• Self Directed• Directed away from social care wherever

possible• Not over complicated• Appropriate

ContactThis can be via:

• Telephone Contact

• In person

• Professional Contact into Localities

• Web (self completion)

• Hospital

Eligibility for Assessment

• Pre assessment stage

• Focussed on prevention

• Is a conversation focussed around the persons current situation, support available, impact and urgency of the situation

Key responsibilities- assessing eligibility

• Knowledge about what is available in the community

• To have an awareness of safeguarding issues and procedures

• Awareness of assessing risk

• Share the outcome with the individual

• Record activity on SWIFT

Outcomes - assessing eligibility

Outcome 1• Advice and information offered• Advocacy• Referral to another organisation• Alternative service provision external to the

Council• POPIN

Outcome 2

• Safeguarding

Outcomes - assessing eligibility

Outcome 3

• Referral to HARTS → AT, OT

Outcome 4

• Urgent intervention required

• End of Life

• Not eligible for HARTS, AT

Initial Assessment – Social Care

Can be completed by:

• Duty Worker – Access

• Assistive Technology worker

• POPIN worker

• Safeguarding investigator

• The individual

Initial Assessment – Social Care

• Determines eligibility

• Determines indicative budget

• No need to complete Joint Assessment

Key Responsibilities - Initial

• To fully understand FACS eligibility

• Calculate the RAS (using ready reckoner)

• Share assessment findings with the individual

• Have knowledge of financial limits to share with the individual

• Provide information

Joint Comprehensive Assessment

• Joint assessment with health

• Complements Initial Assessment

• Assists in confirming eligibility

• Supports validation

• Directs to Risk and Safety if necessary

• Informs the individual of their indicative budget

Key responsibilities - Comprehensive

• Share assessment findings

• Assess and record risk

• Record activity on swift (RAP)

• Provide information

• Confirm the Indicative Budget

Joint Carers Assessment

• Optional

• Allows carers to highlight the impact and ability to continue in their role

• Assists to inform the support plan

Access - SWIFT

Learning from Experience

Real Life reflections

•What went well – outcomes

•What was required of the practitioner, the person, their family and carers, and the

provider

•What went not so well

•The key learning and recommendations

Support Planning

Person Representative Trust

Broker Provider Care Manager

Who can manage the money:

Sources of SupportSources of SupportIndividual

Family and Friends

Social Workers, Adult Social Care WorkersHealth Professionals

Brokers

Providers

Advocates

Core responsibilities Use judgment and creativity

Not your responsibility

To ensure that:•Relevant information and advice is provided and the process is explained fully.

•Clear, detailed and individualised information is gathered.

•Decision making is central to the person, that they have as much control as possible and that they know their indicative amount.

•The 7 criteria are met and risks have been duly considered.

•.A support plan is produced.

Creativity and judgement can be used in respect of:

•The approaches are used to encourage participation and how to include others who know and care about the person

•How outcomes are achieved.

•Supporting people to think creatively and ‘outside of the box’

•The format of the support plan

•To encourage an individual to plan to spend all of the indicative budget if this is not necessary in order to keep them safe and achieve outcomes.

•Monitoring expenditure

Key Components of a Support Plan(7 Criteria)

• What is important to the individual

• What would they like to change in their life

• How will they be supported and stay safe and well

• How will they spend their personal budget to ensure their needs are met

• How will their support be managed

• How will they stay in control of their life

• What actions are they going to take to achieve their goals and make their Support Plan happen

Monitoring and Review• Monitoring takes place during the very

early stages of a support plan.

• 6 week review

• Scheduled review at 12 months or at more frequent internals as agreed.

• Unscheduled reviews

Support Plan PathwayEstablish Indicative budget

Determine how budget is to be managed

Determine who is to support individual

Agree how money is to be spent

Ensure 7 criteria are met

Obtain authorization

Implement plan within 4 weeks

Review

Support Planning - SWIFT

Learning from Experience

Real Life reflections

•What went well – outcomes

•What was required of the practitioner, the person, their family and carers, and the

provider

•What went not so well

•The key learning and recommendations

Delivery Options

•Direct Payments

•Local Authority Commissioned Support

•Mixed

Delivery Options - SWIFT

Learning from Experience

Real Life reflections

•What went well – outcomes

•What was required of the practitioner, the person, their family and carers, and the

provider

•What went not so well

•The key learning and recommendations

Review – 6 week review

• Takes place 6 weeks after support plan commences

• Customer satisfaction survey

Review - Summary

Two functions

• Summarises involvement

• Gathers views as part of an annual review

Key responsibilities - Review

• Consult when gathering information - Individual, providers, family members or carers

• Review all support and finances

• Share outcomes

• Identify next review date

• Record activity on SWIFT ( RAP)

Review - SWIFT

Learning from Experience

Real Life reflections

•What went well – outcomes

•What was required of the practitioner, the person, their family and carers, and the

provider

•What went not so well

•The key learning and recommendations

‘The Journey – The Person’