1. Self Directed Support Housing Support and Personalisation: a providers seminar 11 th December 2012 Louise Dunlop, Sue Johnston and Maureen Grant

2. Who are Loretto? National Charitable Housing Association Head Office based in Gorbals in Glasgow 2 Companies in Group Operational 35 years Work across 9 Local Authorities Argyll and Bute Falkirk Glasgow City North Lanarkshire Renfrewshire South Lanarkshire Stirling West and East Dunbartonshire 33 Services 468 Staff

3. People We Work For Mental Health Learning Disability Addictions Homelessness Young People Complex Households / Families Vulnerable young parents Aging ARBD (3 Care Homes : 1 New Build Specialist Facility

4. Personalisation is defined as a process that : “… Enables the individual alone, or in groups, to find the right solution for them and to participate in the delivery of a service. From being a recipient of services, citizens can become actively involved in selecting and shaping the services they receive.” The Scottish Government 2009 (Changing Lives Report)

5. Self Directed Support (SDS) SDS enables the people we work for to choose how their support is provided to them by enabling each individual to have as much control as they want over the individual allocated budget and their support arrangements. SDS is therefore the support each individual purchases or arranges to meet agreed health and social care needs. SDS can be used in many ways. Individuals can have their support within their home, to go to college or to pursue community leisure activities rather than going to a day centre. Individuals who receive services can choose whether to purchase support from any Care Provider. They can also choose to employ a personal assistant (PA), using a range of options.

6. Promoting 4 Choices Option 1 – Direct Payments. (a cash payment) Option 2 – Individual Service Fund (the council holds the budget but the person is involved in how the money is spent) Option 3 – The local authority arranges a service for the supported person Option 4 – A mixture of the above

7. Outcomes Focused Planning The impact or effect or consequence of help received on a person’s life Involving the person in identifying the goals they want to work towards – flexibility, choice and control Outcomes that can be measured both for the individual and for the service as a whole

8. Lorettos’ Assessment within Outcome Focused Planning Talking Points Approach Individuals are at the Core of their support. Conversations and Co-productions Outcomes, Reviewing the effectiveness Decision making processes. Improvements

9. Assessment Tools. Resource Allocation Assessment. (Glasgow) Guided Self Assessment. (North Lanarkshire) Better Futures Loretto’s Matrix Tool

10. Promoting Informed Choice within Loretto Involvement in the development of the Outcome Based System Individuals involved in co-production of outcome based plans Language used is their own Preferred way of reporting expenditure to each individual Building strengths and assets Making outcomes meaningful Promotion of Assistive Technology

11. Managing Individual Service Funds Clear outcome plans detailing preferred options for short / long term outcomes and contingency funds (where appropriate) Monthly reconciliations of expenditure Use of Charge Card for other expenditure, i.e. gym memberships, holidays, etc Monthly / Quarterly invoices Invoices and Expenditure in preferred format

12. 1. Review / Evaluate 2. Individualised Service Funds 3. Co- production of Outcome Plan 4. Expenditure for Short / Long term contingency/ other expenditure 5. Monthly/ quarterly reconciliation / billing / invoicing Assessment and Planning Informed Choice Process

13. Issues to consider All funds allocated within individual service funds No direct / indirect costs from Local Authorities Providers to provide a breakdown of this to the People we Work for Staff costs v flexibility of service Hourly rates v Individual funds

14. Issues to consider PWWF Promotion of Rights within SDS Understanding of 4 Options Understanding how the individual budgets are spent Promotion of Co-production Complex needs Adult Protection Regulation

15. Issues to consider Staff Understanding the principles of Self Directed support Managing culture change Managing full system change Practice Development Apply Principles in Practice Managing Contractual Changes

16. Issues to consider Organisation Strategic Plan Policy Development Analysis and Research Shaping Services Flexible Work Force Contractual Issues Recruitment and Retention Learning and Development Finance IT System (Resi-data)

17. Issues to consider Purchasers Quality of Service Delivery Adult Protection Non-regulated staff Future commissioning of services Models of practice

18. Continued Purchasers Analysis of impact of SDS European procurement legislation (Framework contracts) Crisis management strategy Impact of Integrated Health and Social Care Bill (Scotland) 2010 Impact of Welfare Reform

19. What’s next? SDS Bill royal assent 2013 Timescales for implementation of SDS with Local Authorities Local Authority stance and timescales for implementation Information sharing with the people we work for, carers, families and partner agencies Encourage rights, choices and control within SDS Continue to support individuals to make informed decisions regarding their preferred SDS options the level of control they wish

20. For Further Information enquiries@lorettoha.co.uk louised@lorettoha.co.uk maureeng@lorettoha.co.uk suej@lorettoha.co.uk www.scotland.gov.uk www.jitscotland.org.uk