1. INDIVIDUAL SERVICE FUNDS (“ISF”)

2. ISF – a form of Self Directed Support Potential Benefits to the Customer Flexibility – not just regulated (CQC) activity Choice Increased Control Potential Benefits for the Council Good service developmental Platform More Customers receiving personalised services BACKGROUND

3. Work undertaken so far: Variation to Framework Agreement Service Specification & other Schedules, e.g. Payment and Individual Support Agreement Process mapping – Care Management, Care Options Team, Service Providers, Commissioning BACKGROUND

4. Personal Budget managed by the Service Provider on the Customer’s behalf Service Provider accountable to the Customer and Council for meeting agreed outcomes and for expenditure from the Customer’s Personal Budget Service Provider commits to spend the Personal Budget on agreed services and to provide the Council with an agreed auditable system of financial accounting for each individual Customer Key Features

5. Service Provider delivers services directly to Customer and / or Arranges services for the Customer where the Customer requests alternative service provision. Customer may at any time during the term of the agreement terminate the agreement by giving 28 days notice

6. Key Features Recruitment of Care/Support Staff (Where requested) Customer to establish selection criteria and allocation process of care/support staff. (Where requested), the Service Provider shall facilitate involvement of the Customer in the interview process of care/support staff.

7. Key Features Breaks in Service Customer and Service Provider permitted to ‘carry over’ service in subsequent weeks (at Customer’s request) Limited to equivalent of 2.5 weeks or 5% of annual allocation ‘Banked’ service must be used within 12 months of the break

8. Key Features Unspent Money Any part of Customer’s Personal Budget not spent during a 12 month period must be returned to the Council Should services to the Customer cease, the part of the Customer’s Personal Budget not spent must be returned to the Council on demand Any part of the Customers Personal Budget not spent on meeting outcomes detailed in the Individual Support Agreement must be returned to the Council at the end of any review period or at any time to be specified by the Council

9. Service providers to be paid on 4 weekly basis ‘up front’ Service Provider must spend Personal Budget on services for the Customer, whether directly delivered or not, and to individually account for all expenditure Service Providers shall provide clear pricing of services, including personal care and other forms of support Keeping Track of Expenditure

10. Initial review of expenditure at 3 months –Service Provider will submit detailed statement of how the Customer’s Personal Budget has been spent. Thereafter, expenditure will be reviewed in this way every six months.

11. Personal Budget established, Carefirst care planning and Resource Identification undertaken by Care Management ISF Referral Received by Care Options Team from Care Management ISF Referral Received by Service Provider from Care Options Team BUSINESS PROCESS

12. Service Provider and Customer produce detailed Individual Support Agreement Service Provider and Customer sign Individual Support Agreement Service delivery start date provided by Service Provider Service delivery commences Initial Review arranged by Care Manager – Care Manager adds signature to Individual Support Agreement at Review

13. ISF Carefirst service delivery code created £ amount of Personal Budget identified on Carefirst Identify start date of service Identify the Customer taking out ISF option Identify post code of Customer Identify Customer category Identify and categorise the age of the Customer using ISF option REPORTING REQUIREMENTS

14. Care Options Team record service provider performance in producing Individual support Agreements on time Care Options Team record service provider performance in time taken to commence services from point of referral REPORTING REQUIREMENTS