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UPDATE has 12 factsheets on various issues relating to direct payments, which are free to download in either word or PDF format.
Factsheet 1: Changes to the Direct Payments Regulations
This factsheet:
- Gives a background to direct payments.
- Outlines current legislation on direct payments.
- Explains what changes the Community Care and Health (Scotland) Act 2002 have brought into place.
- Details when these changes come into effect.
Changes to the Direct Payments Regulations (Word version)
Changes to the Direct Payments Regulations (PDF Version)
Factsheet 2: The role of the Direct Payments Organisation
This factsheet:
- Explains the ethos of support organisations.
- Gives an overview of the role of a support organisation in helping disabled people towards independent living.
- Explains in more detail the role support organisations can play in helping people to manage direct payments.
Role of the Direct Payments Organisation (Word version)
Role of the Direct Payments Organisation (PDF version)
Factsheet 3: Monitoring and Review of Direct Payments
This factsheet:
- Outlines the purpose of monitoring and review of direct payments.
- Outlines good practice in monitoring and review.
- Suggests procedures that can be put in place to assist local authorities and recipients to manage and monitor direct payments.
- Identifies appropriate ways of dealing with problems that may occur.
- Details further sources of information.
Monitoring and Review of Direct Payments (Word version)
Monitoring and Review of Direct Payments (PDF version)
Factsheet 4: The Basics of Business Planning
This factsheet:
- Outlines what a business plan would usually contain.
- Briefly describes the different components to a business plan.
- Provides some examples of possible layouts for strategic aims and objectives, workplans and budgets.
The Basics of Business Planning (Word version)
The Basics of Business Planning (PDF version)
Factsheet 5: Models of Disability
This factsheet explains:
- What is a model.
- Modelling disability.
- The medical model.
- The social model.
- Outcomes of the medical and social models.
- Placing direct payments within the context of the social model.
Models of Disability (Word version)
Models of Disability (PDF version)
Factsheet 6: Calculating a Direct Payment
This factsheet covers:
- Planning an Independent Living Support Package.
- Building in Flexibility.
- How many hours?
- Costing a package.
- Ensuring Best Value.
Calculating a Direct Payment (Word version)
Calculating a Direct Payment (PDF version)
Factsheet 7: Direct Payments and Support from Agency Providers
This factsheet:
- Explains how people with support needs can buy services using direct payments, instead of employing personal assistants.
- Offers advice on how to find a suitable service provider.
- Provides a checklist of questions to ask a service provider, and what should be included in a contract with a service provider.
- Offers advice on the financial aspects of contracting using direct payments.
- Sets out some of the problems that can occur, and what to do about them.
- Lists further sources of information and advice.
Direct Payments and Support from Agency Providers (Word version)
Direct Payments and Support from Agency Providers (PDF version)
Factsheet 8: The Basics of Fundraising
This factsheet:
- Looks at what to do before you even start fundraising.
- Shows how to draw up a fundraising strategy, from defining objectives, packaging the work, and researching information on different types of funders, to work-planning, i.e. who is to do what, and when.
- Describes how to draft funding applications.
- Specifies follow-up action to take.
- Gives a summary of what funders generally like.
- Signposts sources of further information.
The Basics of Fundraising (Word version)
The Basics of Fundraising (PDF version)
Factsheet 9: Running a Payroll Service
This factsheet explains:
- The purpose and function of a payroll service.
- Needs based support for direct payment recipients.
- Roles and responsibilities.
- Sources of funding, set up and running costs of a payroll service.
- Sources of further information.
Running a Payroll Service (Word version)
Running a Payroll Service (PDF version)
Factsheet 10: Help with Consenting To and Managing Direct Payments
This factsheet covers:
- Background to consent issues.
- Background to management issues.
- The Adults with Incapacity Act.
- Judgements about capacity to consent.
- Who can provide support.
- Supported Decision Making.
Help with Consenting To and Managing Direct payments (Word version)
Help with Consenting To and Managing Direct payments (PDF version)
Factsheet 11: Direct Payments and Employer Liability
This factsheet:
- Explains how local authorities can minimise liability
- Provides an overview of good employment practice
- Provides an overview of health & safety issues
- Gives a summary of employer and public liability insurance
- Outlines how this affects direct payment recipients who employ their own staff
- Gives an overview of liability relating to criminal record checks.
Direct Payments and Employer Liability (Word version)
Direct Payments and Employer Liability (PDF version)
Factsheet 12: Direct Payments and Transition
This factsheet:
- Explains what is meant by transition and how person centred planning fits with direct payments.
Direct Payments and Transition (Word version)
Direct Payments and Transition (PDF version)
Go to the direct payments frequently asked questions page
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