Rates Fee Levels (Nursing and Residential)

Transcription

1 Rates Fee Levels (Nursing and Residential) Residential Care Homes Client Group Single Room Double room Dependent Elderly Elderly Mentally Infirm Mental Health (Under 65) Learning disability (Under 65) Physical Disability (Under 65) Drug/Alcohol Rehabilitation Nursing Homes Dependent Elderly Nursing Determination Single Room Double Room LA Fee LA Pays LA Fee LA Pays New Single Rate ( 101) Pre 1st Oct 07 High ( 139) Elderly Mentally Infirm Nursing Determination Single Room Double Room LA Fee LA Pays LA Fee LA Pays New Single Rate ( 101) Pre 1st Oct 07 High ( 139) Intermediate & Transitional Care Nursing Determination Single Room Double Room LA Fee LA Pays LA Fee LA Pays New Single Rate ( 101) N/A N/A Pre 1st Oct 07 High ( 139) N/A N/A Mental Health (Under 65) Nursing Determination Single Room Double Room LA Fee LA Pays LA Fee LA Pays New Single Rate ( 101) Pre 1st Oct 07 High ( 139) Learning Disability (Under 65) (Adjusted for NVQ) Nursing Determination Single Room Double Room LA Fee LA Pays LA Fee LA Pays New Single Rate ( 101) Pre 1st Oct 07 High ( 139) Physical Disability (Under 65) Nursing Determination Single Room Double Room LA Fee LA Pays LA Fee LA Pays New Single Rate ( 101) Pre 1st Oct 07 High ( 139) Drug / Alcohol Rehabilitation Nursing Determination Single Room Double Room LA Fee LA Pays LA Fee LA Pays New Single Rate ( 101) Pre 1st Oct 07 High ( 139) SocServ/Fees Charges/ /att23002.xls/ Rates

2 ADULT SOCIAL SERVICES FEES, CHARGES AND ALLOWANCES 2007/08 INDEX PAGE NO SOCIAL SERVICES CHARGING POLICY 2-3 ADULT SERVICES 1 RESIDENTIAL AND NURSING ACCOMMODATION- (LONG STAY) 4-7 a) Maximum Charges for S.M.B.C. Residential Part III Accommodation 4 b) Christmas Allowances for Adults in SMBC Part III Residential Accommodation 4 c) Maximum Price limits for a Placement in an Independent Residential or Nursing Home 5 d) Direct Nursing Care Costs 6 e) NVQ Awards 6 f) Future Pricing 6 g) Personal Expenses Allowance 6 h) Transitional Beds 7 2 RESIDENTIAL AND NURSING ACCOMMODATION (SHORT STAY-RESPITE CARE) COMMUNITY BASED ACCOMMODATION - MAXIMUM WEEKLY RENTAL 9 4 CHARGES TO WORKING CLIENTS IN ACCOMMODATION FOR PEOPLE. 9 WITH DISABILITIES AND CLIENTS IN MENTAL HEALTH HOSTELS 5 FAIRER CHARGING FOR NON RESIDENTIAL CARE SERVICES a) Care At Home Charges b) Home Support Services 12 6 DIRECT PAYMENTS 12 7 SUPPORTING PEOPLE DAY CARE CHARGES DAY CENTRE ALLOWANCES (Park View and Bacons End) CHRONICALLY SICK AND DISABLED PERSONS ACT 1970 CHARGES: a) Parking Concessions for Blind and Disabled People 16 b) Radar keys for the Disabled 16 c) Provision of Telephones MISCELLANEOUS CHARGES 1 PUBLIC LETTINGS CHARGES 17-19

3 SOCIAL SERVICES CHARGING POLICY The general approach by the Social Services Committee has been to adopt a charging mechanism which is simple to operate, easy to collect and which minimises any stigma on the part of service users and their carers. 1 Hardship No one should be excluded from receiving services, which an assessment of their needs indicates are necessary by virtue of income with which to pay for the service (i.e. hardship). 2 Customer Sensitivity No system of charging or giving rebates should identify individuals in such a way as to cause embarrassment or prevent applications for any reduction in charge. 3 Income Support/Pension Guarantee Credit With the exception of meals, transport, clothing and other items of expenditure forming part of Income Support/Pension Guarantee Credit allowances, the Committee will normally seek to make no charge to people on Income Support/Pension Guarantee Credit for its services unless a charge is fixed by regulation. 4 Other State Benefits Any user of departmental services who receives state benefits to enable them to purchase a service may be required to contribute to the cost of that service. 5 Maximisation of Benefits People receiving services should be entitled to maximise their income in respect of claiming benefits, to which they are entitled, in order to pay for a service or additional service. 6 Charging Systems Detailed assessment of individual means will be avoided wherever possible. Simple systems will be applied as necessary, which are understandable to persons paying them following the broad principles determined by the Committee. 7 Exceptions No charge may cost more to collect than the income generated and no charge should be greater than the value of the service provided, subject to any regulatory requirements. 8 Privately Arranged Services. Account will be taken of services provided by all agencies to meet elements of assessed need Charges for departmentally commissioned service(s) will be the appropriate proportion of the total charge which would be payable if the department had commissioned all the services required to meet the need(s) If a privately arranged service is at a higher level than the Local Authority would have commissioned to meet need, the charges for additional level of service would not be a factor in assessing the charge for the Local Authority commissioned service.

4 9 Harmonisation of Charges Charges will be made for a "package" of services to meet a particular level of need to: avoid incentives to opt for services on cost grounds alone (rather than on a needs basis) and encourage the development of non-residential services; broadly reflect the increasing intensity and cost of the services required; broadly reflect levels of entitlement to benefits associated with care and mobility. 10 Rate of Charges Charges for a unit of service decrease for 1 Higher levels of need: 2 Customers with less income/benefits/capital; which would, where appropriate, (a) Help to ensure targeting of services on those with most needs (b) Ensure customers with lower incomes have their needs met (c)optimise contributions to additional service development from charges to customers with higher income and entitlement to benefits within the approved cash limit. 11 Notification of Charges Persons paying charges should have a clear understanding of what charges are payable before receiving a service and appropriate information will be included in the relevant literature and confirmed in writing. 12 Regular Review All charges would be reviewed not less than annually; and, be up-rated automatically in line with the Retail Price Index (or the rate of increase for retirement pensions whichever is the greater). General Information The fees, charges and allowances are generally uprated with effect from April each year. The Director of ADULT SOCIAL SERVICES is able to waive a variety of fees, charges and allowances in exceptional circumstances. These powers have been delegated to other officers within the department as indicated in this document and the department's "Scheme of Delegated Powers." All the fees, charges and allowances stated are weekly unless otherwise specified. VAT is not payable/receivable unless specified. For Information/Clarification regarding any Fees, Charges and Allowances please contact: Anton Penny (Social Care Finance) on or, Ben Cochrane (Business Advisor ) on Simon Barton (Supported People) on

5 ADULT SOCIAL SERVICES ADULT SERVICES 1 RESIDENTIAL AND NURSING ACCOMMODATION (LONG STAY) The maximum charges below only apply to service users with capital over 21,500. For those residents with below 21,500 an assessment is carried out by the Authority to determine the level of payment the resident should make towards their care fees. 1a) Maximum Charges for S.M.B.C. Residential Accommodation. The full standard charges for the SMBC homes with effect from 9th April 2007 are: 2006/ /08 Elderly People (Sunhaven) ( ) ( ) SMBC Service Users OLA Service Users Max. Retainer Fee Payable for Hospital Stays Credits for absences (exc. hospital stays) Learning Disabilities (Coombes House) ( ) ( ) SMBC and OLA Service Users Credits for absences (exc. hospital stays) b) Christmas Allowances for Adults in SMBC Part III Residential Accommodation. 2006/ /08 ( ) ( ) A small allowance, to pay for gifts, entertainment's etc for service users during the Christmas season.

6 1c) Maximum Price Limits for a Placement in an Independent Residential or Nursing Home (Charge effective from 9th April 2007) Residential Single Room Double Room* Dependent Elderly Elderly Mentally Infirm Mental Health (Under 65) Learning disability (Under 65) Physical Disability (Under 65) Drug/Alcohol Rehabilitation *Solihull Council's policy is that shared rooms are not usually purchased, and the fee level for shared rooms is not automatically reviewed each year. Nursing Care Single Room Double Room* Dependent Elderly Elderly Mentally Infirm Transitional Care 577 N/A Mental Health (Under 65) Learning Disability (Under 65) Physical Disability (Under 65) Drug/Alcohol Rehabilitation When a room has en-suite facilities the maximum base fee level can be increased by: 7 per person per week Where a single room meets or exceeds the 'new build' criteria of 12 sq metres or more the maximum base fee level can be increased by: 5 per person per week

7 1d) Direct Nursing Care Costs Since the lst April 2003 the NHS has been responsible for funding the direct nursing care costs of a nursing home resident and the Council is responsible for paying the accommodation and personal care costs involved after taking account of the assessed contribution due from the resident. The nursing costs will be set at one of three rates (High, Medium or Low) following an assessment - called a determination - of a resident's nursing needs by a registered nurse employed by the Primary Care Trust within whose catchment area the resident has been placed. The rates, as set by the Government, for 2007/08 are: High Medium Low The Council will include the nursing determinations within the payments made to nursing homes on behalf of residents and will then be reimbursed by the appropriate Primary Care Trust at the end of the month. 1e) NVQ Awards NVQ payment have now been consolidated into the weekly fee subject to certification by home that 50% of care staff have NVQ 2 in care consistent with NMS 28 and compliance with NMS 30 validated as necessary by CSCI. The council will not normally contract with homes where these quality standards are not met. Fee rates reduce by 18 per person per week where the NMS NVQ standard is NOT met as at 1 April Payment will commence on evidence being produced to demonstrate that it has been met. IIP payments are no longer available. 1f) Future Pricing Both commissioners and providers have to operate in an uncertain financial climate with a greater emphasis of efficiency savings. Subject to confirmation of resources and delivery of efficiencies the illustrative uplift for price inflation is likely to be in the region of 2% with any extra resources used to meet demand side pressures. Care providers are encouraged to use these working assumptions for business planning purposes for 2008/09 and for 2009/10 when there is likely to be an increased emphasis on efficiency to make best use of available resources. 1g) Personal Expenses Allowance In assessing a resident's ability to pay for his/her residential or nursing home accommodation, the Local Authority is required to ensure that he/she retains an amount for personal expenses to spend as they wish. The amount allowed in the assessment for personal expenses is laid down each year in the National Assistance Sums for Personal Expenses Regulations and is the same for each resident regardless of whether they are in a local authority run home or an independent sector home. The minimal weekly personal expenses allowance for 2007/08 is

8 1h) TRANSITIONAL BEDS (with effect from 9th April 2007) The weekly charge for people in receipt of income support/pension guarantee credit will be For all other service users the charge will be per week. If the stay extends for longer than eight weeks, the service user will become subject to the Social Services 'Department's' charging policy and a financial assessment will need to be completed. 2. RESIDENTIAL AND NURSING ACCOMMODATION (SHORT STAY RESPITE CARE) (Charges effective from 9th April 2007) A full financial assessment is not carried out for short stays in residential and nursing placements. The charge is based on the service user's level of income and state benefits. In the case of a client with learning difficulties or physical disabilities, severe disablement allowance or incapacity benefit can be substituted for income support/pension guarantee credit. If, however the client is in receipt of one of these benefits, enquiries will also need to be made to establish if they have any other source of income (i.e. an occupational pension or annuity) which would preclude them from claiming Housing Benefit or Council Tax Benefit. If this is the case they would be classified as a ' Band C ' client. Full cost is considered to be the maximum price that the Social Services Committee is prepared to pay for residential or nursing care for this client group. Band A 2007/08 A service user in Receipt of Income Support/Pension Guarantee ( ) Credit/Housing Benefit Full pension less 2 x the personal allowance ( (2 x 20.45)) Plus: Where a service user is in receipt of an Attendance Allowance or a Disability Living Allowance (DLA) an additional charge equivalent to the amount of benefit being received is made: - Attendance Allowance or DLA or or 64.50

9 Band B A service user not in receipt of Income Support/Pension Guarantee Credit/Housing Benefit but receiving Council Tax Benefit ( ) Full pension less 2 x the personal allowance ( (2 x 20.45) Plus: Where a service user is in receipt of an Attendance Allowance or a Disability Living Allowance (DLA) an additional charge equivalent to the amount of benefit being received is made: or Attendance Allowance or or DLA Plus: For both SMBC and independent sector homes an additional standard charge of: Band C A service user not in Receipt of A or B Full Cost less 2 x the personal allowance ( x 2) Where a service user lives in a property owned or rented by a near relative (other than their spouse) and is therefore unable to claim housing benefit or council tax benefit, the respite care banding they fall under will depend on the following capital limits For service users under 60 years with Capital up to 8,000 Band A for service users 60 years and above with capital up to 12,000 Band A for service users with capital up to 16,000 Band B for service users with capital in excess of 16,000 Band C Discounts Available on all Bands. Discounts - Single Person Living Alone (All Groups) If a person lives alone an additional expenses allowance, equivalent to the full personal allowance of will be given in recognition of ongoing domestic commitments.

10 3 COMMUNITY BASED ACCOMMODATION - MAXIMUM WEEKLY RENTAL (Charges effective from 09/04/07) Learning Disabilities < /07 Rental Charge > (1)Use and (3)Heating (4)Other Direct Type of Max no. Occupatio and Running Accom of clients n Lighting Expenses Establishment (2)Water Total Weekly Rent ( ) ( ) ( ) ( ) ( ) ( ) Baxters Green House Baxters Green House Nil Nil Blenheim Rd House Hatchford Brook House Nil Rd The total weekly rent payable is dependent upon the resident's financial circumstances. 4 CHARGES TO WORKING CLIENTS IN ACCOMMODATION FOR PEOPLE WITH DISABILITIES AND CLIENTS IN MENTAL HEALTH HOSTELS 2006/ /08 Actual Expenditure Actual Expenditure ( ) ( ) NET WEEKLY WAGE Less: (a) Allowance for travel, meals etc (b) Allowance for clothing (c) Allowance for pocket money Maximum Charge to Working Clients (Amount equal to the minimum charge for Part III accommodation. Of the remaining earnings, the Council to take 75%, subject to the maximum quoted above.)

11 5 FAIRER CHARGING FOR NON RESIDENTIAL CARE SERVICES 5a) CARE AT HOME CHARGES Care charges will be based on the number of care hours of services planned to be provided during a particular week. All care charges will be calculated against the defined cost, as described below, of providing that care to the Council for the relevant period. No care charge should be greater than the value of the service provided subject to any regulatory requirements. All care charges are payable from the first day of service. No care charge may cost more to collect than the income generated Calculating the Charge All service users are asked to provide details of their weekly income and expenditure and any other capital resources they may have. If a service user does not wish to provide information about their financial circumstances he/she will be expected to pay the maximum charge for the home care service(s) that have been organised on his/her behalf. Service users in receipt of income support/pension guarantee credit will not be required to make any contribution towards the cost of their home care service(s). In all other cases a detailed financial assessment will be carried out to determine how much, if anything, a service user is able to contribute towards the cost of his/her home care service(s). Charges are based on any surplus income that a service user is left with after the above mentioned detailed financial assessment has been carried out, and a "variable percentage" of the defined cost of the home care services provided. In accordance with government guidelines, charges must not reduce a service user's net income below the "basic level" of Income Support/Pension Guarantee Credit, plus a buffer of 25%, which in 2006/07 equates to: Age Range /Week The maximum charge payable for care at home services may not exceed the service user's surplus income.

12 Where service users have savings of 21,500 or more the maximum charge limit does not apply to any care hours they receive in excess of 18 hours per week [see below]. Subject to the minimum net income requirement and the maximum charge provisions above the amount a service user is required to contribute towards the cost of their home care services is as follows: In receipt of: Income Support/Pension Guarantee Credit No charge Housing and/or Council Tax 20% of the "defined cost" of each hour of service For Existing Clients Only Not in receipt of Income Support/Pension Guarantee Credit or Housing and/or Council Tax benefits and not entitled to receive such benefits and savings of less than 21,500 70% of the defined cost of each hour of service Not in receipt of Income Support/Pension Guarantee Credit or Housing and/or Council Tax benefits and not entitled to receive such benefits and savings of 21,500 or more. 70% of the defined cost of each hour of service up to 18 hours per week, and -100% of the defined cost of each hour or part hour of service in excess of 18 hours per week. Please note 70% figure will change to 80% , 90%2009/10 & 100% ) For New Clients 100% of the defined cost of each hour of service. Treatment of Capital All savings up to 15,999 are disregarded for the purposes of assessing income and care charges; but 1 for every 250 or part of 250 of savings above 16,000 will be taken into account as weekly income. Where savings are 21,500 or more the assumed income from total savings will be used up to 18 hours per week and the full cost of care at home will be payable for all care hours in excess of 18 hours per week. Where savings are held in joint names we will divide the value and any assumed income equally between the account holders. NOTE: Savings include money in a bank, post office account, building society, shares and so on. Savings do not include the capital value of the house being lived in as the principal or permanent place of residence. Income includes all sources of income people receive, including income from an annuity on their permanent place of residence.

13 Disability Costs Account will be taken of the additional costs of disability including the cost of privately arranged disability services to meet elements of assessed care needs having regard to guidelines issued by the Department of Health. Income received from disability benefits will also be taken into account. For privately arranged care disability expenditure is limited to the level of service that we would have bought to meet assessed needs. The costs of any services above this limit, which a service user may choose to purchase privately, will not be taken into account within the charging assessment to determine how much he/she is able to contribute towards the cost of care that the Council has organised on his/her behalf. We will disregard "assistance at night" elements of relevant benefits and any expenditure associated with night care as we do not normally provide night care services. Where payment is made for help or support but appears to be a means of reducing disposable income to avoid care charges the Council reserves the right to disallow such costs. A right of review will be available under the Council's Financial Hardship Procedure if this happens. 5b) HOME SUPPORT SERVICES Service users receiving home support services provided by the Solihull Family Care Trust are not required to contribute towards the costs involved. Defined Care Costs To ensure flexibility and continuity of care services, irrespective of the particular care provider, all home care charges will be based on a defined cost of care to the Council, which is based on the annual average hourly cost to the Council of purchasing all of its home care services, excluding the cost of care assessments. The defined care cost for 2007/08 is per hour. 6) DIRECT PAYMENTS Direct Payments are available to service users who arrange their own care services. The hourly rate for 2007/08 is 9.50 per hour.

14 7) SUPPORTING PEOPLE Supporting People is a Central Government initiative which aims to provide an integrated policy and funding framework for housing related support services that are provided for vulnerable members of the community. CHARGING ARRANGEMENTS Service users in receipt of Housing Benefit or in receipt of services designated as "short term" are exempt from charging. Services will generally be taken to offer support on a short term basis where the service primarily meets the following needs: Domestic violence Single homeless Homeless families Drugs / Alcohol Young vulnerable people Ex-offenders Refugees / Asylum Seekers Those service users who receive "long term" services will be liable to a charge for their support. Services for the following client groups are likely to be designated as long term. Physical disability Learning disability HIV / AIDS Mental health Sheltered housing CALCULATING THE CHARGE Service users with a net weekly assessed income under the minimums shown below pay no charge. Age Range /Week Service users with a net weekly assessed income above these levels over pay according to a sliding scale or the actual cost of the service provided, whichever is less. Financial assessments will allow deductions for disability related expenditure where the necessary criteria are met.

15 Financial assessments will also allow deductions for rent, council tax and service charges and any liabilities in relation to the Child Support Agency or voluntary agreements for the maintenance of dependent children. Financial assessments will allow a deduction for charges paid for personal care and domestic help. Disability working allowance will be disregarded for income purposes Users with capital in excess of 21,500 will be charged at the maximum rate Capital between the lower limit of 13,000 and 21,500 will be assumed to generate a weekly income of 1 for every complete 250 or part of 250 over 12,750 based on the Department of Health's 'Charging for Residential Accommodation Guidance' (CRAG) Those service users who do not receive Housing Benefit will be entitled to request a financial assessment in order to determine their eligibility for a nil or reduced charge and will also receive advice on benefit entitlement if required. Service users who are unwilling to provide information about their financial circumstances or do not wish to have a charging assessment carried out will be required to pay the full charge for their Supported People services. The above charges will be reassessed in April each year to take account of increases in State Retirement and other benefits that are taken into account within the supporting people assessments. 8) Day Care Charges 2006/ /08 Meals and Refreshments Taken ( ) ( ) Luncheon Clubs and Voluntary Day Centres (per meal) Main meals at Social Education Centres (per meal) At establishments where refreshments are provided (per item) a charge is made to cover the cost of beverages provided during the day

16 2006/ /08 Daily Daily S.M.B.C. Clients ( ) ( ) For day centres operated by SMBC, Family Care Trust a nd where applicable under Partnership Agreements Consolidated Day Centre charge (Older People) attendance, all meals and all refreshments) Breakfast (available upon request) Supper (available upon request) Park View and Bacons End Nil Nil Work Related Day Services Nil Nil Other Local Authority Clients (per day) Day Centres for Older People Credits for absence (in respect of supplies and services) Green Acres Credits for absence (in respect of supplies and services) Park View, Bridge House, Bacons End and Work Related Day Services Credits for absence (in respect of supplies and services) DAY CENTRES ALLOWANCES (Park View and Bacons End) 2006/ /08 Weekly Weekly ( ) ( ) Maximum weekly payment to students

17 10a) Parking Concessions for Disabled and Blind Persons 2006/ /08 ( ) ( ) Fee per badge, which are issued by Solihull Connect Criteria: Automatic Entitlement People in receipt of the new HIGHER rate of the mobility component (equivalent of Mobility Allowance) will be automatically eligible for a parking badge. People receiving the lower rate of the mobility component will NOT have an automatic right to a badge. People in receipt of the War Pensioners' Mobility Supplement Persons registered as blind by the Local Authority Discretionary entitlement People not meeting the automatic eligibility criteria will be entitled to a Badge if they have a disability which Is permanent and substantial and causes inability to walk or very considerable difficulty in walking. This means that it will only apply to people who walk with excessive labour and at an extremely slow pace or with excessive pain. Considerations such as carrying parcels will not be considered, as grounds for issuing a pass and the walking difficulties must be permanent. Upper Limb Disability In the case of persons who have an upper limb disability which is so severe in both upper limbs that they can only drive a vehicle with foot or joystick steering, a badge can only be issued to drivers, not passengers. It will be necessary for the Team Manager to see the vehicle adaptations. This should be done by appointment. The Chair and Vice-Chair of Social Services Committee are authorised to refuse the issue of or require the return of a badge. 10b) Radar Keys for the Disabled 3.00 The charge for each RADAR key which are issued by Solihull Connect and gives access to Disabled Toilets and Vista Lounges. 10c) Provision of Telephones Clients meeting the criteria below will be reimbursed by the department as follows: - (1) Persons in receipt of INCOME SUPPORT/PENSION GUARANTEE CREDIT The Department to pay HALF of the Annual Rental and ALL installation/connection costs (2) Persons in receipt of HOUSING BENEFIT the Department to pay a THIRD of the Annual Rental and HALF of the Installation/connection costs

18 (3) All other persons The Department to pay HALF of the installation costs but NO CONTRIBUTION TOWARDS Annual Rental costs (4) The Department does not fund call charges Criteria: The client is permanently and substantially disabled and is permanently or intermittently housebound* and is either living alone or is left alone for substantial periods of the day or Where the nature of the disability or the young age of the client, who is permanently and substantially disabled, causes the carer to need to remain with the client when the need for assistance arises or The client is permanently and substantially disabled and is highly dependent as a result of being in residential care for a long period, and the client has a regular and urgent need to contact a medical practitioner. Clients in warden controlled accommodation will only be considered for provision of a telephone where they meet the above criteria and the means of summoning assistance in the residence is unsuitable due to their physical condition. * Housebound is defined as being unable to leave the house in normal weather conditions without assistance. MISCELLANEOUS CHARGES PUBLIC LETTINGS CHARGES The facilities of the Park View, Bacons End and Green Acres Centres are currently available to the general public; the scale of hire charges being the same for each building. Types of Usage: GROUP 'A' Lettings to Private Persons for Social Activities Social events, private parties, wedding receptions. Profit Making Functions open to the General Public for Fund Raising Activities not connected with the Council or Voluntary Work within the Community Plays, concerts, dances, whist drives, sales of work, and bazaars. Meetings of Local Pressure Group Organisation Meetings of political, industrial and social organisations, trade unions. GROUP 'B.' Functions arranged to raise money for charity or local non-profit making organisations whose activities benefit the local community Plays, concerts, dances, whist drives, sales of work, and bazaars.

19 Meetings of local social (non-profit making) bodies and charitable organisations whose activities benefit the local community, e.g. public charities, Social Services organisations, Women's Institutes, Townswomen's Guilds, British Red Cross, St John Ambulance Association, Community Associations, Village Hall Committees, Educational and Recreational Classes for Local Residents, British Legion and meetings of organisations other than those shown above GROUP 'C' Departmental Related Activities Seasonal parties organised for clients, regular clubs run for the benefit of Social Services clients, other functions for the benefit of Social Services clients and Voluntary clubs for the elderly physically disabled, clients with learning difficulties and the mentally ill. Usage not permitted for any Group: - (a) Jumble Sale (b) As New/Jumble Sale (c) Summer Fayre where the general public is admitted Basic Charges 2006/ /08 ( ) ( ) Per hour Per hour Mon/Thurs Fri/Sat Mon/Thurs Fri/Sat (i) Charge of Maximum of 3 hours Group 'A' Group 'B' Group 'C" Charge Charge Charge No No No No Charge (ii) Additional Hours (over 3 Hours) Group 'A' Group 'B' Group 'C' Charge Charge Charge No No No No Charge

20 Additional Charges (where applicable) 2006/ /08 ( ) ( ) (I) Cost of Caretaker's time (per hour) (ii) Use of Hotplates and ovens(charge per letting) (iii) Use of crockery etc (iv) Use of Kitchens No additional No additional charge is made charge is made NB: Public lettings are exempt from V.A.T.

21 APPENDIX A ADULT SOCIAL CARE FEES, CHARGES AND ALLOWANCES 2010/11 ADULT SOCIAL SERVICES CHARGING POLICY The general approach to fees and charges in Solihull has been to adopt a charging mechanism which is simple to operate, easy to collect and which minimises any stigma on the part of service users and their carers. 1. Hardship No one should be excluded from receiving services, which an assessment of their needs indicates are necessary, by virtue of income with which to pay for the service (i.e. hardship). 2. Customer Sensitivity No system of charging or giving rebates should identify individuals in such a way as to cause embarrassment or prevent applications for any reduction in charge. 3. Income Support/ Pension Credit Guarantee, Job Seekers Allowance, (Income based) and Employment Support Allowance (Income related) With the exception of meals, transport, clothing and other items of expenditure forming part of Income Support/ Pension Credit Guarantee allowances, there will normally be no charge to people on Income Support/Pension Credit Guarantee for its services unless a charge is fixed by regulation. 4. Other State Benefits Any user of Adult Social Care services who receives state benefits to enable them to purchase a service may be required to contribute to the cost of that service. 5. Maximisation of Benefits People receiving services should be entitled to maximise their income in respect of claiming benefits to which they are entitled, in order to pay for a service or additional service. 6. Charging Systems Detailed assessment of individual means will be avoided wherever possible. Simple systems will be applied which are understandable to people who use services. 7. Exceptions No charge may cost more to collect than the income generated and no charge should be greater than the value of the service provided, subject to any regulatory requirements. 8. Privately Arranged Services. Account will be taken of services provided by all agencies to meet elements of assessed need. Charges for Adult Social Services commissioned service(s) will be the appropriate proportion of the total charge which would be payable if Adult Social Services had commissioned all the services required to meet the need(s) If a privately arranged service is at a higher level than Adult Social Services would have commissioned to meet need, the charges for additional level of service would not be a factor in assessing the charge for the Adult Social Services commissioned service. 9. Harmonisation of Charges Charges will be made for a "package" of services to meet a particular level of need to: Avoid incentives to opt for services on cost grounds alone (rather than on a needs basis); Encourage the development of non-residential services; Broadly reflect the increasing intensity and cost of the services required; Broadly reflect levels of entitlement to benefits associated with care and mobility. 10. Rate of Charges Charges for a unit of service decrease for higher levels of need or Customres with less income/benefits/capital which would, where appropriate: > Help to ensure targeting of services on those with most needs > Ensure customers with lower incomes have their needs met > Optimise contributions to additional service development from charges to customers with higher income and entitlement to benefits within the approved cash limit. page 21 file:///f:/a6solihull/control/pdfs/att23002.xls

22 11. Notification of Charges People paying charges should have a clear understanding of what charges are payable before receiving a service and appropriate information will be included in the relevant literature and confirmed in writing. 12. Regular Review All charges will be reviewed not less than annually and be up-rated automatically in line with inflationary increases. General Information The fees, charges and allowances are generally uprated with effect from April each year. All the fees, charges and allowances stated are weekly unless otherwise specified. VAT is not payable/receivable unless specified. For Information/Clarification regarding any Fees, Charges and Allowances please contact: Anne Bradbury, Awards Manager (Financial Assessments) Linda Lindley, Senior Finance Officer (Adult Social Services Finance) page 22 file:///f:/a6solihull/control/pdfs/att23002.xls

23 1. RESIDENTIAL AND NURSING ACCOMMODATION (LONG STAY) The maximum charges below only apply to service users with capital over 23,250. For those residents with below 23,250 an assessment is carried out by the Authority to determine the level of payment the resident should make towards their care fees. 1a] Maximum Charges for In-House Residential Accommodation. The full standard charges for the in-house homes with effect from 6th April 2010 are: 2009/ /11 Elderly People (Sunhaven) SMBC Service Users OLA Service Users Max. Retainer Fee Payable for Hospital Stays Credits for absences (exc. hospital stays) Learning Disabilities (Coombes House) SMBC and OLA Service Users Credits for absences (exc. hospital stays) b] Christmas Allowances for Adults in In-House Part III Residential Accommodation. A small allowance, to pay for gifts, entertainment's etc for residents during the Christmas season. 1c] Personal Expenses Allowance In assessing a resident's ability to pay for his/her residential or nursing home accommodation, the Local Authority is required to ensure that he/she retains an amount for personal expenses to spend as they wish. The amount allowed in the assessment for personal expenses is laid down each year in the National Assistance Sums for Personal Expenses Regulations and is the same for each resident regardless of whether they are in a local authority run home or an independent sector home. The minimal weekly personal expenses allowance for 2010/11 is page 23 file:///f:/a6solihull/control/pdfs/att23002.xls

24 2. RESIDENTIAL AND NURSING ACCOMMODATION (SHORT STAY RESPITE CARE) (Charges effective from 6th April 2010) A full financial assessment is not carried out for short stays in residential and nursing placements. The charge is based on the service user's level of income and state benefits. In the case of a client with learning difficulties or physical disabilities, severe disablement allowance or incapacity benefit can be substituted for income support/pension guarantee credit. If, however the client is in receipt of one of these benefits, enquiries will also need to be made to establish if they have any other source of income (i.e. an occupational pension or annuity) which would preclude them from claiming Housing Benefit or Council Tax Benefit. If this is the case they would be classified as a ' Band C ' client. Full cost is considered to be the maximum price that the local authority is prepared to pay for residential or nursing care for this client group. Band A 2010/11 A service user in Receipt of Income Support/Pension Credit Guaranteed Credit/Housing Benefit Full pension less 2 x the personal allowance ( (2 x 22.30) Plus: Where a service user is in receipt of an Attendance Allowance or a Disability Living Allowance (DLA) an additional charge equivalent to the amount of benefit being received is made: - Attendance Allowance or DLA or or Band B A service user not in receipt of Income Support/Pension Credit Guaranteed Credit/Housing Benefit but receiving Council Tax Benefit Full pension less 2 x the personal allowance ( (2 x 22.30)) Plus: Where a service user is in receipt of an Attendance Allowance or a Disability Living Allowance (DLA) an additional charge equivalent to the amount of benefit being received is made: - Attendance Allowance or DLA or or Plus: For both in-house and independent sector homes an additional standard charge of: Band C A service user not in Receipt of A or B Full Cost less 2 x the personal allowance ( x 2) Where a service user lives in a property owned or rented by a near relative (other than their spouse) and is therefore unable to claim housing benefit or council tax benefit, the respite care banding they fall under will depend on the following capital limits For service users under 60 years with Capital up to 8,000 for service users 60 years and above with capital up to 12,000 for service users with capital up to 16,000 for service users with capital in excess of 16,000 Band A Band A Band B Band C Discounts Available on all Bands. Discounts - Single Person Living Alone (All Groups) If a person lives alone an additional expenses allowance, equivalent to the full personal allowance of will be given in recognition of ongoing domestic commitments. page 24 file:///f:/a6solihull/control/pdfs/att23002.xls

25 3. COMMUNITY BASED ACCOMMODATION - MAXIMUM WEEKLY RENTAL The total weekly rent payable is dependent upon the resident's financial circumstances. Please contact Graham Milner, Financial Manager (Cost Centre Management Team) for details on the rental and utility costs of these properties. 4. CHARGES TO WORKING CLIENTS IN ACCOMMODATION FOR PEOPLE WITH DISABILITIES AND CLIENTS IN MENTAL HEALTH HOSTELS NET WEEKLY WAGE Less: 2009/ /11 Actual Expenditure Actual Expenditure (a) Allowance for travel, meals etc (b) Allowance for clothing (c) Allowance for pocket money Maximum Charge to Working Clients (Amount equal to the minimum charge for Part III accommodation. Of the remaining earnings, the Council to take 75%, subject to the maximum quoted above.) 5. FAIRER CHARGING FOR NON RESIDENTIAL CARE SERVICES 5a] CARE AT HOME CHARGES Care charges will be based on the number of care hours of services planned to be provided during a particular week. All care charges will be calculated against the defined cost, as described below, of providing that care to the Council for the relevant period. No care charge should be greater than the value of the service provided subject to any regulatory requirements. All care charges are payable from the first day of service. No care charge may cost more to collect than the income generated Defined Care Costs page 25 file:///f:/a6solihull/control/pdfs/att23002.xls

26 5a] CARE AT HOME CHARGES CONTINUED - Calculating the Charge: All service users are asked to provide details of their weekly income and expenditure and any other capital resources they may have. If a service user does not wish to provide information about his/her financial circumstances he/she will be expected to pay the maximum charge for the home care service(s) that have been organised on his/her behalf. Service users in receipt of income support/pension credit guaranteed credit, JSA (IB) AND ESA (IR) will not be required to make any contribution towards the cost of their home care service(s). In all other cases a detailed financial assessment will be carried out to determine how much, if anything, a service user is able to contribute towards the cost of his/her home care service(s). Charges are based on any surplus income that a service user is left with after the above mentioned detailed financial assessment has been carried out, and a "variable percentage" of the defined cost of the home care services provided. In accordance with government guidelines, charges must not reduce a service user's net income below the "basic level" of Pension Credit Guaranteed Credit for 60 or over, plus a buffer of 25% is added on to each users Income Support allowances and premiums according to age, level of disability, and family status or the appropriate Guarantee Credit of Pension Credit. Under 60 - based on each users Income Support allowances, any relevant disability, enhanced disability or carers premium plus 25%. See 12 below for schedule of allowances and premiums for 2009/10 and 2010/11. The maximum charge payable for care at home services may not exceed the service user's surplus income. Where service users have savings of 23,250 or more the maximum charge limit does not apply to any care hours they receive in excess of 18 hours per week [see below]. Subject to the minimum net income requirement and the maximum charge provisions above the amount a service user is required to contribute towards the cost of their home care services is as follows: In receipt of: Income Support/Pension Guaranteed Credit /JSA (IB) and ESA (IR) No charge Housing and /or Council Tax 20% of the "defined cost" of each hour of service page 26 file:///f:/a6solihull/control/pdfs/att23002.xls

27 5a] CARE AT HOME CHARGES CONTINUED For Existing Clients Only Not in receipt of Income Support/Pension Guarantee Credit JSA (IB) or ESA (IR) or Housing and/or Council Tax benefits and not entitled to receive such benefits and savings of less than 23,250 Not in receipt of Income Support/Pension Guarantee Credit or JSA (IB) or ESA (IR) Housing and/or Council Tax benefits and not entitled to receive such benefits and savings of 23,250 or more. 100% of the defined cost of each hour of service 100% of the defined cost of each hour of service up to 18 hours per week, and -100% of the defined cost of each hour or part hour of service in excess of 18 hours per week. For New Clients 100% of the defined cost of each hour of service. Treatment of Capital All savings up to 16,000 are disregarded for the purposes of assessing income and care charges; but 1 for every 250 or part of 250 of savings above 16,000 will be taken into account as weekly income. Where savings are 23,250 or more the assumed income from total savings will be used up to 18 hours per week and the full cost of care at home will be payable for all care hours in excess of 18 hours per week. Where savings are held in joint names we will divide the value and any assumed income equally between the account holders. NOTE: Savings include money in a bank, post office account, building society, shares and so on. Savings do not include the capital value of the house being lived in as the principal or permanent place of residence. Income includes all sources of income people receive, including income from an annuity on their permanent place of residence. Disability Costs Account will be taken of the additional costs of disability including the cost of privately arranged disability services to meet elements of assessed care needs having regard to guidelines issued by the Department of Health. Income received from disability benefits will also be taken into account. For privately arranged care, disability expenditure is limited to the level of service that we would have bought to meet assessed needs. The costs of any services above this limit which a service user may choose to purchase privately, will not be taken into account within the charging assessment to determine how much he/she is able to contribute towards the cost of care that the Council has organised on his/her behalf. Where payment is made for help or support but appears to be a means of reducing disposable income to avoid care charges the Council reserves the right to disallow such costs. A right of review will be available under the Council's Financial Hardship Procedure if this happens. 5b] HOME SUPPORT SERVICES Service users receiving home support services provided by the Solihull Family Care Trust are not required to contribute towards the costs involved. Defined Care Costs To ensure flexibility and continuity of care services, irrespective of the particular care provider, all home care charges will be based on a defined cost of care to the Council, which is based on the annual average hourly cost to the Council of purchasing all of its home care services, excluding the cost of care assessments. The defined care cost for 2010/11 is page 27 file:///f:/a6solihull/control/pdfs/att23002.xls

28 6. SUPPORTING PEOPLE Supporting People is a Central Government initiative which aims to provide an integrated policy and funding framework for housing related support services that are provided for vulnerable members of the community. CHARGING ARRANGEMENTS Service users in receipt of Housing Benefit or in receipt of services designated as "short term" are exempt from charging. Services will generally be taken to offer support on a short term basis where the service primarily meets the following needs: Domestic violence Single homeless Homeless families Drugs / Alcohol Young vulnerable people Ex-offenders Refugees / Asylum Seekers Those service users who receive "long term" services will be liable to a charge for their support. Services for the following client groups are likely to be designated as long term. Physical disability Learning disability HIV / AIDS Mental health Sheltered housing 6. SUPPORTING PEOPLE CONTINUED - CALCULATING THE CHARGE All service users are asked to provide details of their weekly income and expenditure and any other capital resources they may have. If a service user does not wish to provide information about their financial circumstances he/she will be expected to pay the maximum charge for the home care service(s) that have been organised on his/her behalf. Service users in receipt of income support/pension credit guaranteed credit, JSA (IB) AND ESA (IR) will not be required to make any contribution towards the cost of their home care service(s). In all other cases a detailed financial assessment will be carried out to determine how much, if anything, a service user is able to contribute towards the cost of his/her home care service(s). Charges are based on any surplus income that a service user is left with after the above mentioned detailed financial assessment has been carried out, and a "variable percentage" of the defined cost of the home care services provided. In accordance with government guidelines, charges must not reduce a service user's net income below the "basic level" of Pension Credit Guaranteed Credit for 60 or over, plus a buffer of 25% is added on to each users Income Support allowances and premiums according to age, level of disability, and family status or the appropriate Guarantee Credit of Pension Credit. Under 60 - based on each users Income Support allowances, any relevant disability, enhanced disability or carers premium plus 25%. See 12 below for schedule of allowances and premiums for 2009/10 and 2010/11. The maximum charge payable for care at home services may not exceed the service user's surplus income. Where service users have savings of 23,250 or more the maximum charge limit does not apply to any care hours they receive in excess of 18 hours per week [see below]. Capital between the lower limit of 14,250 and 23,250 will be assumed to generate a weekly income of 1 for every complete 250 or part of 250 over 14,250 based on the Department of Health's 'Charging for Residential Accommodation Guidance' (CRAG) Those service users who do not receive Housing Benefit will be entitled to request a financial assessment in order to determine their eligibility for a nil or reduced charge and will also receive advice on benefit entitlement if required. Service users who are unwilling to provide information about their financial circumstances or do not wish to have a charging assessment carried out will be required to pay the full charge for their Supported People services. The above charges will be reassessed in April each year to take account of increases in State Retirement and other benefits that are taken into account within the supporting people assessments. page 28 file:///f:/a6solihull/control/pdfs/att23002.xls