1. Developing Funding Formula(e) for Adult Social Care

2. Presentation Overview  Introduction to the project team  Social care policy background  Project objectives  Project timescales  Data requirements  Local authority funded care  Self-funded care  Local authority involvement  Q&A

3. Introduction to the Project Team LG Futures Jude Ranasinghe – Project Manager Elizabeth Tideswell – Local Authority Data Collection Rebecca Johnson – Project Admin and Support PSSRU Julian Forder – Research Methods Jose-Luis Fernandez – Research Methods Karen Jones – Ethics and Research Methods

4. Social Care Policy Background  Current Formula Developed in 2005 and implemented in 2006/07  Recent significant changes in policies and delivery in relation to social care:  Personalisation of care and personal budgets  Reablement  Telecare  Intensive home care as alternatives to residential care  Changing roles for health care organisations and local authorities  Deferred payments  National eligibility standards / FACS

5. Social Care Funding Reform  Recent announcements from DH in relation to Social Care Funding (response to Dilnot Commission):  Cap on care costs for older people of £75,000 – direct costs of care only – from 2017/18 only  Changes to the asset limits used for means testing – upper limit increasing to £123,000 in 2017/18  Contribution of £12,000 to living costs  Slightly different limits / application for younger adults  Local authorities will be required to implement Care Accounts for each individual and report/monitor progress towards the cap

6. Project Overview  DH commissioned project to develop new funding formula(e) which may be used for distribution of: 1. Existing social care funding 2. DH specific grants and NHS funding for social care 3. The introduction of the universal deferred payments scheme from 2015 4. The additional funding required to support the new cap on care costs and extension to means-testing

7. Project Objectives  Define data requirements  Collect activity and financial data from local authorities on local authority funded clients in residential and non- residential care  Collect activity and financial data on self-funding clients (particularly in residential care)  Undertake analysis to generate funding formula(e) covering younger adults and older people  Model the likely funding allocations to local authorities and identify the impact of new funding formula

8. Project Timetable Project initiation and Start-up – Autumn 2012 Feasibility Studies and Piloting – Spring 2013 Data Collection – During Summer / Autumn 2013 Analysis and Modelling –by Spring 2014 Formula Outputs - by Summer 2014

9. Overall Data Requirements Supplied by participating local authorities Relating to residential and non-residential care Local Authority Funded Clients Feasibility study investigating alternatives Focus on residential care May involve primary data collection Self-Funders Census 2011 English Longitudinal Study of Aging (ELSA) Other secondary sources being investigated Population

10. Local Authority Involvement  Sampling framework  Data collection from LAs  Residential care  Non-residential care  Key issues being investigated in piloting

11. Sampling Framework Local Authority TypeEstimate of Sample Size County Council5-9 Inner London Borough3-5 Metropolitan Borough7-12 Outer London Borough4-6 Unitary Authority11-18 Grand Total30-50

12. Data Collection from LAs  Data from 2012/13 as a priority  Data definitions based on national data returns (ASC-CAR and RAP)  Data mapped from individuals to small areas  Integration of financial and activity data i.e.  How many people?  What does it cost?

13. Data Collection from LAs – Residential Care Based on Table S3 in the 2012-13 ASC-CAR return: the number of LA supported PERMANENT admissions to residential and nursing care during 1 April to 31 March (excluding admissions to group homes), by type of residence, primary client type and age group

14. Data Collection from LAs – Non-Residential Care Based on Table P2s in the 2012-13 RAP return: the number of clients on the books to receive community based services provided or commissioned by the CASSR on the last day of the period, by age group, primary client type, and components of service

15. Local Authority Piloting  15 Local Authorities invited to participate:  Data collection timescales  Mapping individual data to small areas  Data availability relating to residential care, non-residential care, self-funders and clients funded by specific grants  Data transfer  Data protection and ethics  Support requirements

16. Q&A  Any Questions