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National Guidance on Self-Directed Support

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Primary and Community Care Directorate
Adult Care and Support - Change Team

NATIONAL GUIDANCE ON SELF-DIRECTED SUPPORT

Contents

Preface

PART 1 THE BASICS OF SELF-DIRECTED SUPPORT FOR CARE MANAGERS

What is self-directed support?
Who can get self-directed support?
How to set up self-directed support

PART 2 GUIDANCE ON LOCAL SELF-DIRECTED SUPPORT SCHEMES

Purpose of part 2

Section 2 Assessment, planning and costing self-directed support
Single shared assessment
Self-assessment and preparing for being assessed
Brokering an individual budget
Informed consent
Ability to manage direct payments
Carers' assessments
Personal care plans and self-directed support agreements
Purchasing support
Costing a package: an individual's budget
Costing a personal assistant ( PA) employer's package
Assessing a service user's contribution
Complaints about funding of individual budgets

Section 3 Additional support: giving consent, supporting decision making and advocacy
Consent by the service user
Supported decision making and advocacy
Consent by attorneys and guardians
Parental consent

Section 4 What you can buy
Services or support
Support from service providers
Housing support services
Equipment and temporary adaptations
Health needs and continuing health needs
Residential accommodation and short breaks
Buying services from a self-employed personal assistant ( PA)

Section 5 Employing staff - personal assistants or close relatives
Personal assistants
Safe recruitment
Enhanced disclosure ( ED)
The enhanced disclosure process
Pre-interview screening
Enhanced disclosure ( ED)
Decision to employ a PA
Short stays in hospital
Employing close relatives

Section 6 Information, support and training
Users' input into local procedures for self-directed support
Information
Support
Why independent and user-led support?
What kind of support and when?
Training
National support for self-directed support

Section 7 Making and monitoring self-directed support
Making payments
Managing payments
Payments to a third party
Management during periods of fluctuating health
Emergency assistance
Local monitoring of individuals' packages
Reviews and reassessments

Section 8 When things don't go according to plan
Seeking repayment
Discontinuing direct payments
Local authority complaints procedures

Section 9 Financing self-directed support
Recommendations for longer term financial planning
Incremental resource virement
Broader service strategies for change
Extra resources for self-directed support
Mainstreaming local authority funding of support organisations
Long term best value and quality of life

Section 10 Monitoring of local authority performance

PART 3 GUIDANCE FOR SPECIFIC CLIENT GROUPS

Purpose of part 3

Section 11: Self-Directed support for minority ethnic communities
Meeting local needs
How to mainstream self-directed support for local minority ethnic users
Further information

Section 12: Self-Directed support for users of children's services
Eligibility, assessment and support
Disabled parent
Involving children
Parental consent
People with parental responsibility for disabled children
Disabled 16 and 17 year olds in transition services
Childminders
Looked after status
Employing PAs
How to mainstream self-directed support for children and their parents
Further information

Section 13 Self-Directed support for users of mental health services
Eligibility, assessment and support
Meeting local needs
How to mainstream self-directed support for mental health service users
Further information

Section 14 Self-directed support for older people
Eligibility, assessment and care
Employing PAs
Meeting local needs
Consent and capacity issues
Cost ceilings
How to mainstream self-directed support for older people
Further information

ANNEXES

Annex A Glossary

Annex B Legislative Context
1 Introduction
2 The Social Work (Scotland) Act 1968
3 Which services direct payments can be used for
4 Who can receive direct payments?
5 Who cannot receive direct payments?
6 The Community Care and Health (Scotland) Act 2002
7 The Community Care (Direct Payments) (Scotland) Regulations 2003 (SSI 243/2003)
8 The Community Care (Direct Payments) (Scotland) Amendment Regulations 2005 (SSI 114/2005)
9 Mental Health (Care and Treatment) (Scotland) Act 2003 (Modification of Subordinate Legislation) Order 2005 (SSI 2005 No. 445)
10 Disability Equality Duty ( DED)
11 National Health Service Reform (Scotland) Act 2004 (asp 7)
12 Adult Support and Protection (Scotland) Act 2007
13 Health Committee Care Inquiry August 2005 to May 2006

Annex C Support Services
Annex D Self-Assessment Questions
Annex E Contract with Local Authority
Annex F Other Sources of Information (publications and websites)
Annex G Employing Staff
Annex H Summary of Recent Research on Self-Directed Support