1. Making It Real Individual Service Funds

2. What is an Individual Service Fund o Allocation of funding (or Current Cost) is identified and ring fenced for the person o Money/funding is held by the provider on the Individuals behalf o The individual decides – via support plan – how to spend the money o The provider is Accountable to the person o Provider commits to only spend the money on the Individuals Service

3. Two Ways a Provider Can Develop ISFs o Respond to an Individual Commission from a Care Manager, an Agent, Individual or their family, or through the Commissioning Process o Take the Initiative and Convert Block Contract Money into Individual Allocations and commit to use in an Individual Way (Ideally in Partnership with the Commissioner)

4. Michelle, Mum and Staff

5. Michelle and Team

6. ‘Paul’ o Moved into own 2 bed house in 2004 o Group home = 4 people + 210 contact hours o Now 180 hours for 3 people + 30 for ‘Paul’ o ‘Paul’/Team Leader monitor 30 hours o ‘Paul’ can decide: o When he is supported o Who he is supported by o Whether he needs all 30 hours in a particular week o ‘Saved up’ hours City Breaks

7. ‘Brian’ o Moved out of shared tenancy in 2001 o Received 35 hours of contact time o Brian has: o Control over who supports him o When he is supported o Whether he wants to use all 35 hours in a particular week o Use of hours are regularly reviewed by a Circle of Support o Can convert his contact hours into £ and purchase short term membership at his local gym/personal trainer time, a massage or computer games

8. ‘Sally’ o Moved into own flat from family home in 2003 o Sally can decide: o When she’s supported o Who she’s supported by o Whether she needs all 22 hours in a particular week o Really enjoys late night – clubs/dancing o Needs support for this, and needs to employ staff who are happy to do this o Staff are paid 1 ½ times standard rate after 11.00pm, therefore 11.00pm – 3.00am = 6 hours (4 x 1 ½)

9. o Saving up hours for highly desired activity o Converting standard hours into unsocial hours o Converting standard hours into £ o All aspects of Individual Service Funds where Provider Organisation and Commissioner work together to look at how to give people choice and control

10. Preston Road o Provider led ISF’s Commissioner led ISF’s (4 men become 4 women) +17 HRS o Desire to help people move onto better living arrangement provided impetus to develop provider led ISF’s for each of the 4 men

11. Preston Road #2 o SSD wanted to establish a Young Person’s House for Initial Transition from Home and more independent living o 4 young women each with I.B’s (covers core costs + some Individual Hours) o 17 hours from Preston Road added to allow more intensive support o All 4 young women have circles of support and meet regularly to review progress etc. o 2 young women moved on together after 18 months o 3 rd young woman moved on 6 months later to own place Exercising Choice and Control

12. Share experience and examples of establishing ISFs in your area/ organisation : o Where ISFs are happening. o What have been the key ingredients for success? o Where ISFs not happening. o What's preventing this//what barriers need to be overcome?

13. Creating an ISF – Basic Formula o ISF = Share of Core Hours + Individual hours + Share of night time support o For an Individual Service, this is straight forward as Funding already Individualised, and just needs to be ring-fenced o For Shared Tenancies need to: 1.Work out the hourly rate for the block contract via: i.Take any costs for night time support away from block contact price ii.Divide this by 52 1/7 weeks iii.Divide again by the agreed number of contact hours 2.Know/Determine each person’s allocation of Individual Hours, as well as share of core hours and night time support, and put hourly rate into the formula

14. Example o 19 people in a Block Contract, in tenancies of 1’s, 2’s and 3’s o Each person receives an allocation of funding that covers their share of the core hours, their individual hours, and their share of night time support o This all adds up to the Block Contract price o Becomes possible to organise What's Working/Not Working Individual Reviews, which allow person/family to determine whether happy with current provider or not.

15. Block Contract Indicative individual allocation agreed Person Centred review (Independently Facilitated) Annual person centred review “There are some significant concerns and I want to look at other options.” Decision: look at other options for using personal budgets  Individual Budget and employ own staff  ISF and choose a different provider  New service commissioned on person’s behalf “Things are generally working well.” Decision: to stay with existing provider Provider works with person to develop support plan Support plan signed off by Care Manager Individualised service fund established

16. Example of Calculating Hourly Rate i.Contract price=£917,000 ii.7 Sleep-ons=£87,000 iii.Agreed Number of Contact Hours = 1,300 Hourly Rate=917,000 – 87,000 52.14 + 1,300 =830,000 52.14 + 1,300 =£12.25

17. Example of 3 People Living Together with 188 Contact Hours i.Individual Hours = 33, 25, and 18 i.e. 76 hours ii.Core Hours of 112 are Shared equally between the 3 tenants iii.Sleep-on is shared equally between the 3 tenants “John’s” ISF = 33+ ⅓ of 112 + ⅓ s/o = 33 + 37 ⅓ + ⅓ s/o =70 ⅓ + ⅓ s/o “Jane’s” ISF = 25 + 37 ⅓ + ⅓ s/o = 62 ⅓ + ⅓ s/o “Phil’s” ISF= 55 ⅓+ ⅓ s/o

18. Example of 3 People Living Together with 188 Contact Hours Continued Conversion into £: “John’s” ISF = 70 ⅓ x £12.25 x 52.14 + ⅓ x £12,744 = 44,920 + 4,248 = 49,168