Welcome to the Penderels Trust Guide to Independent Living Services for customers in North Lincolnshire.

Transcription

1 Welcome to the Penderels Trust Guide to Independent Living Services for customers in North Lincolnshire. North Lincolnshire County Council has changed the way they fund support services for independent living to give people who use the service more choice and control over the type of support they receive. Instead of support services being funded directly by North Lincolnshire County Council, you now receive the money for your support services as part of your Personal Budget and you will be able to choose which services you require and who you wish to purchase them from. If you would like further information about how support services are now funded, please contact the Council s Customer Services Department on This information pack covers the services that you can purchase from Penderels Trust who have been supporting individuals in North Lincolnshire since The following pages give information on the different type and levels of support you can purchase from us. The different options of support are based around the type of care you wish to have (employing a personal assistant or using a care agency or both) and whether you wish to manage your own care money or if you want Penderels Trust to do this on your behalf. You will be allocated an Independent Living Adviser to talk through these options with you so you can decide which support package is best for you. The annual charge for each option (as shown on the price list) will be payable in thirteen instalments, which will be collected by direct debit every four weeks. This should be paid from the account your direct payment is paid into; you will be asked to complete a direct debit mandate when you agree to the service. Your first payment will be due four weeks after the service starts. If you have a third party supported account, we will arrange this for you. If you require this information in other accessible formats, please contact Penderels Trust at the details below. Penderels Trust Europarc Innovation Centre Innovation Way Europarc Grimsby DN37 9TT

2 Option 1: Basic Support (Agency only) This level of support is suitable if you are going to use personal assistants from a care agency rather than employing someone yourself. You will be allocated an Independent Living Adviser who will support you in the following ways: Our first visit will be to talk through the options available to you and what you need to do next. We will give you some information that you can read through after the visit. Using a care agency Once you have decided to use personal assistants from a care agency, we will help you decide which agency is best for you. The one you choose is always up to you although we will support you in making your decision. We will sit down together and work out what type of care you need and at what times during the day. We will work with you to decide what type of agency you are looking for and help you put together a list of care agencies that you may wish to contact. We will discuss with you how a care agency usually works and how they are checked to make sure they do a good job. Together, we will agree the type of questions you may like to ask them (for example, what their charges are). We will explain how you can book your care through the agency and draw up a list of questions you should ask (for example, what happens if you need to cancel an appointment). We will support you throughout the year with managing your care through an agency and we will help you if you have any problems with your care or wish to change agencies. We will advise you what to do if you need to complain or make a comment about your care agency. We will talk about what financial records you need to keep and what information you need to send in to the local authority. This option is for ten hours of support per year. Usually, you will use most of these hours in the first month or two when we are working together to set up your care package. The remaining hours can then be used later on to review how your support plan is going. You must use all your hours of support within the year.

3 Option 2: Medium Level Support (Employment + Payroll) This level of support is suitable if you employ or are planning to employ one or two personal assistant(s). This support package includes a payroll service for your employee(s). You will be allocated an Independent Living Adviser who will support you in the following ways: Our first visit will be to talk through the options available to you and what you need to do next. We will give you some information that you can read through after the visit. Employing your own personal assistant We will discuss with you what is involved in employing a personal assistant and how we can support you. We will support you with the recruitment of up to 2 personal assistants; this includes preparing and placing an advertisement (the actual cost of the advertisement will need to come out of your individual budget or you can advertise for free on the Job Centre website), writing a job description, looking through application forms, interviewing and reference and job offer letters. It will be up to you who you choose to interview and employ. We will help you to write a Contract of Employment for your employee(s). We will give you advice as to how to be a good employer and talk you through the responsibilities you have. We will give you advice on employment law and can help you access further assistance if you need it. We will advise you about the records you need to keep and we will help you to do this if you need us to. We will support you at any joint meetings with other people, such as social workers.

4 Payroll support We will discuss with you how our payroll service works, what we need you to do (for example, submit timesheets) and what we do as part of this service. We will advise HMRC (the tax office) that we are acting as your agent for payroll. We will process timesheets for up to 2 personal assistants. Each personal assistant should complete one timesheet every four weeks. We will send you a pay slip every four weeks to give to each personal assistant that shows how much you need to pay them. We will complete your end of year return to HMRC on your behalf. We will send you a P60 to give to your employee at the end of the tax year. We will let you know every three months (quarterly) what money you owe to HMRC. You will receive all the paperwork you need from us, such as timesheets, a reference guide and a payroll calendar which shows when you need to send us your timesheets. This option is for ten hours of employment support per year plus the payroll service. Usually, you will use most of the employment support hours in the first month or two when we are working together to recruit a personal assistant. The remaining hours can then be used later on to review how your support plan is going. You must use all your hours of support within the year. Your payroll service will run throughout the year; at the end of the year, you will need to renew this service we will advise you when this due.

5 Option 3: High Level Support (Employment + Agency + Payroll) This level of support is suitable if you employ or are planning to employ more than two personal assistants or you use a combination of employed staff and care agency staff. This support package includes a payroll service for your employees. You will be allocated an Independent Living Adviser who will support you in the following ways: Our first visit will be to talk through the options available to you and what you need to do next. We will give you some information that you can read through after the visit. Employing your own personal assistant We will discuss with you what is involved in employing a personal assistant and how we can support you. We will support you with the recruitment of up to 5 personal assistants; this includes preparing and placing an advertisement (the actual cost of the advertisement will need to come out of your individual budget or you can advertise for free on the Job Centre website), writing a job description, looking through application forms, interviewing and reference and job offer letters. It will be up to you who you choose to interview and employ. We will help you to write a Contract of Employment for your employees. We will give you advice as to how to be a good employer and talk you through the responsibilities you have. We will give you advice on employment law and can help you access further assistance if you need it. We will advise you about the records you need to keep and we will help you to do this if you need us to. We will support you at any joint meetings with other people, such as social workers.

6 Using a care agency Once you have decided to use an agency for some of your care, we will help you decide which one is best for you. The one you choose is always up to you although we will support you in making your decision. We will sit down together and work out what type of care you need and at what times during the day. We will work with you to decide what type of agency you are looking for and help you put together a list of care agencies that you may wish to contact. We will discuss with you how a care agency usually works and how they are checked to make sure they do a good job. Together, we will agree the type of questions you may like to ask them (for example, what their charges are). We will explain how you can book your care through the agency and draw up a list of questions you should ask (for example, what happens if you need to cancel an appointment). We will support you throughout the year with managing your care through an agency and we will help you if you have any problems with your care or wish to change agencies. We will advise you what to do if you need to complain or make a comment about your care agency. We will talk about what financial records you need to keep and what information you need to send in to the local authority. Payroll support We will discuss with you how our payroll service works, what we need you to do (e.g. submit timesheets) and what we do as part of this service. We will advise HMRC (the tax office) that we are acting as your agent for payroll. We will process timesheets for up to 5 personal assistants. Each personal assistant should complete one timesheet every four weeks. We will send you a pay slip every four weeks to give to each personal assistant that shows how much you need to pay them. We will complete your end of year return to HMRC on your behalf. We will send you a P60 to give to your employee at the end of the tax year. We will let you know every three months (quarterly) what money you owe to HMRC. You will receive all the paperwork you need from us, such as timesheets, a reference guide and a payroll calendar which shows when you need to send us your timesheets. This option is for fifteen hours of employment and agency support per year plus the payroll service. Usually, you will use most of the employment and agency support hours in the first month or two when we are working together to recruit a personal assistant and finding the right care agency to support your needs. The remaining hours can then be used later on to review how your support plan is going. You must use all your hours of support within the year. Your payroll service will run throughout the year; at the end of the year, you will need to renew this service we will advise you when this due.

7 Option 4: Third Party Supported Account Only If you use personal assistants from a care agency and don t require any support with this but would like someone else (a third party ) to manage your care funds for you, this option may be suitable. The money from your care package (i.e. your direct payment and any contribution you make yourself) is received by Penderels Trust (the third party ). We will arrange to pay all the agreed bills for your care (such as your care agency invoices) from the money we hold on your behalf. We will only be able to authorise payments in line with your agreed personal budget. You still have responsibility for all your own personal money. You will be allocated an Independent Living Adviser who will support you and make sure that your money is being spent correctly. We will receive money on your behalf from up to 2 different funding streams (e.g. your direct payment plus your own contribution). We will receive all the invoices related to your care package and make sure they get paid correctly and on time. We will check what money is coming into your account and what is going out to ensure that you do not get overdrawn (or that debts are being paid off). We can produce a monthly account if you want us to, which we will give to you so you can see what s happening with your care money and we can send this to the local authority if they wish to see it. We will come and visit you once during the year if required. We will manage your supported account on an ongoing basis throughout the year.

8 Option 5: Low Level Support (Agency + Third Party Supported Account) This level of support is suitable if you are going to use personal assistants from a care agency rather than employing someone yourself and you would also like someone else (a third party ) to manage your care funds for you. You will be allocated an Independent Living Adviser who will support you in the following ways: Our first visit will be to talk through the options available to you and what you need to do next. We will give you some information that you can read through after the visit. Using a care agency Once you have decided to use an agency for some of your care, we will help you decide which one is best for you. The one you choose is always up to you although we will support you in making your decision. We will sit down together and work out what type of care you need and at what times during the day. We will work with you to decide what type of agency you are looking for and help you put together a list of care agencies that you may wish to contact. We will discuss with you how a care agency usually works and how they are checked to make sure they do a good job. Together, we will agree the type of questions you may like to ask them (for example, what their charges are). We will explain how you can book your care through the agency and draw up a list of questions you should ask (for example what happens if you need to cancel an appointment). We will support you throughout the year with managing your care through an agency and we will help you if you have any problems with your care or wish to change agencies. We will advise you what to do if you need to complain or make a comment about your care agency. We will talk about what financial records you need to keep and what information you need to send in to the local authority.

9 Third party supported account The money from your care package (i.e. your direct payment and any contribution you make yourself) is received by Penderels Trust (the third party ). We will arrange to pay all the agreed bills for your care (such as paying your care agency invoices) from the money we hold on your behalf. We will only be able to authorise payments in line with your agreed personal budget. You still have responsibility for all your own personal money. Your Independent Living Adviser will support you and make sure that your money is being spent correctly. We will receive money on your behalf from up to 2 different funding streams (for example, your direct payment plus your own contribution). We will receive all the invoices related to your care package and make sure they get paid correctly and on time. We will check what money is coming into your account and what is going out to ensure that you do not get overdrawn (or that debts are being paid off). We can produce a monthly account if you want us to, which we will give to you so you can see what s happening with your care money and we can send this to the local authority if they wish to see it. We will come and visit you once during the year if required. This option is for ten hours of agency support per year. Usually, you will use most of these hours in the first month or two when we are working together to set up your care package. The remaining hours can then be used later on to review how your support plan is going. You must use all your hours of support within the year. We will manage your supported account on an ongoing basis throughout the year.

10 Option 6: Medium Level Support (Employment + Third Party Supported Account + Payroll) This level of support is suitable if you employ or are planning to employ one or two personal assistant(s) and you would also like someone else (a third party ) to manage your care funds for you. You will be allocated an Independent Living Adviser who will support you in the following ways: Our first visit will be to talk through the options available to you and what you need to do next. We will give you some information that you can read through after the visit. Employing your own personal assistant We will discuss with you what is involved in employing a personal assistant and how we can support you. We will support you with the recruitment of up to 2 personal assistants; this includes preparing and placing an advertisement (the actual cost of the advertisement will need to come out of your individual budget or you can advertise for free on the Job Centre website), writing a job description, looking through application forms, interviewing and reference and job offer letters. It will be up to you who you choose to interview and employ. We will help you to write a Contract of Employment for your employee(s). We will give you advice as to how to be a good employer and talk you through the responsibilities you have. We will give you advice on employment law and can help you access further assistance if you need it. We will support you at any joint meetings with other people, such as social workers.

11 Third party supported account The money from your care package (i.e. your direct payment and any contribution you make yourself) is received by Penderels Trust (the third party ). We will arrange to pay all the agreed bills for your care (such as paying your staff wages) from the money we hold on your behalf. We will only be able to authorise payments in line with your agreed personal budget. You still have responsibility for all your own personal money. Your Independent Living Adviser will support you and make sure that your money is being spent correctly. We will receive money on your behalf from up to 2 different funding streams (e.g. your direct payment plus your own contribution). We will receive all the invoices related to your care package and make sure they get paid correctly and on time. We will check what money is coming into your account and what is going out to ensure that you do not get overdrawn (or that debts are being paid off). We can produce a monthly account if you want us to, which we will give to you so you can see what s happening with your care money and we can send this to the local authority if they wish to see it. Payroll support We will discuss with you how our payroll service works, what we need you to do (e.g. submit timesheets) and what we do as part of this service. We will send you a pay slip every four weeks that you need to give to your employees. We will pay your employees the net amount shown on their payslip directly by bank transfer (BACS) into their bank account. We will advise HMRC (the tax office) that we are acting as your agent for payroll. We will process timesheets for up to 2 personal assistants. Each personal assistant should complete one timesheet every four weeks. We will complete your end of year return to HMRC on your behalf. We will send you a P60 to give to your employee at the end of the tax year. We will pay your HMRC bill every three months (quarterly) from your TPSA account. You will receive all the paperwork you need from us, such as timesheets, a reference guide and a payroll calendar which shows when you need to send us your timesheets. This option is for ten hours of employment support per year. Usually, you will use most of these hours in the first month or two when we are working together to set up your care package. The remaining hours can then be used later on to review how your support plan is going. You must use all your hours of support within the year. We will manage your supported account on an ongoing basis throughout the year and we will make BACS (direct debit) wage payments to up to two staff bank accounts every four weeks.

12 Option 7: High Level Support (Employment + Third Party Supported Account + Payroll) This level of support is suitable if you employ or are planning to employ between three and five personal assistant(s) and you would also like someone else (a third party ) to manage your care funds for you. It is also suitable if you have more than two sources of care money coming to you as part of your care package (for example, you have a direct payment, an Independent Living Fund (ILF) payment and you make your own contribution). You will be allocated an Independent Living Adviser who will support you in the following ways: Our first visit will be to talk through the options available to you and what you need to do next. We will give you some information that you can read through after the visit. Employing your own personal assistant We will discuss with you what is involved in employing a personal assistant and how we can support you. We will support you with the recruitment of up to 5 personal assistants; this includes preparing and placing an advertisement (the actual cost of the advertisement will need to come out of your individual budget or you can advertise for free on the Job Centre website), writing a job description, looking through application forms, interviewing and reference and job offer letters. It will be up to you who you choose to interview and employ. We will help you to write a Contract of Employment for your employee(s). We will give you advice as to how to be a good employer and talk you through the responsibilities you have. We will give you advice on employment law and can help you access further assistance if you need it. We will support you at any joint meetings with other people, such as social workers.

13 Third party supported account The money from your care package (i.e. your direct payment, your own contribution and other care funding) is received by Penderels Trust (the third party ). We will arrange to pay all the agreed bills for your care (such as paying your staff wages) from the money we hold on your behalf. You still have responsibility for all your own personal money. Your Independent Living Adviser will support you and make sure that your money is being spent correctly. We will receive money on your behalf from up to 4 different funding streams (e.g. your direct payment, Independent Living Fund (ILF) payment, health authority funding and your own contribution). We will receive all the invoices related to your care package and make sure they get paid correctly and on time. We will check what money is coming into your account and what is going out to ensure that you do not get overdrawn (or that debts are being paid off). We will produce a monthly account if you want us to, which we will give to you so you can see what s happening with your care money and we can send this to the local authority if they wish to see it. Payroll support We will discuss with you how our payroll service works, what we need you to do (e.g. submit timesheets) and what we do as part of this service. We will send you a pay slip every four weeks that you need to give to your employees. We will pay your employees the net amount shown on their pay slip directly by bank transfer (BACS) into their bank account. We will advise HMRC (the tax office) that we are acting as your agent for payroll. We will process timesheets for up to 5 personal assistants. Each personal assistant should complete one timesheet every four weeks. We will complete your end of year return to HMRC on your behalf. We will send you a P60 to give to your employee at the end of the tax year. We will pay your HMRC bill every three months (quarterly) from your support account. You will receive all the paperwork you need from us, such as timesheets, a reference guide and a payroll calendar which shows when you need to send us your timesheets. This option is for fifteen hours of employment support per year. Usually, you will use most of these hours in the first month or two when we are working together to set up your care package. The remaining hours can then be used later on to review how your support plan is going. You must use all your hours of support within the year. We will manage your supported account on an ongoing basis throughout the year and we will make BACS (direct debit) wage payments to up to five staff bank accounts every four weeks.

14 Summary and Price List for Independent Living Services for North Lincolnshire Agency Employment Money Management Support (Third Party Supported Account) Initial Visit Choosing an agency Agreeing care package Managing care agency package Recruitment of up to 2 personal assistants Recruitment of up to 5 personal assistants Employment advice and support Payroll Service Receive care funding Pay care invoices Produce monthly accounts Options Option One (Basic) Agency Support Option Two (Medium) Employment + Payroll Support Option Three (High) Employment + Agency Support + Payroll Support Includes money management: Option Four (Basic) Third Party Supported Accounts Option Five (Low) Third Party Supported Accounts + Agency Support Option Six (Medium) Third Party Supported Accounts + Employment Option Seven (High) Third Party Supported Accounts + Employment + Agency Support If you only require limited services or have a specific need, then ad hoc services can be purchased at an hourly rate of (Prices correct as of 1st April 2012) Hours of support (home visit) Price Per Annum