Residential Care Homes - Presentations - Regulation and Quality ...

11/02/2013
Self-Assessment- Discussion of Key Areas
• Resident Guide & Individual Resident Agreement
• Acting on behalf of a Resident
• Safeguarding of Residents‟ Money and Valuables
• Resident Transport
• Records
Resident Guide & Individual Resident Agreement
RESIDEN T GUIDE AN D IN DIVIDUAL AGREEM EN T
The home maintains full records relating to the terms and conditions of the Resident’s stay at the home
Criterion Assessed:
CO M PLIANCE
LEVEL
•The home provides to each Resident a written guide, including a personalised written agreement detailing
the specific terms and conditions of that Resident’s stay at the home
•Each Resident agreement details the home’s current fees charged and by whom each element of the fee is
payable including the method of payment by each contributory to the fee
•The individual agreement also includes a list of charges for any additional services provided by or
facilitated by the home
•Where the home is responsible for managing a Resident’s finances, the arrangements and records to be
kept are specified in the Resident’s agreement
•The home notifies each Resident in writing of any increase in the fees payable by the Resident at least 28
days in advance of the increase and the arrangements for these notifications are included in each
Resident’s agreement
Provider's Self-Assessment:
Inspection Findings:
Acting on behalf of a Resident
ACTIN G ON BEHALF OF A RESIDEN T
Arrangements for the receipt and expenditure of residents’ monies are transparent, agreed to and appropriate records
maintained
Criterion Assessed:
• The home maintains a record of the amounts paid by/ in respect of each Resident for all agreed itemised
services and facilities as specified in the Resident’s agreement
CO M PLIANCE
LEVEL
• The home maintains a record of all allowances/ income received on behalf of the Resident and of the
distribution of this money to the Resident/ their representative. Each transaction is signed and dated
by the Resident/ their representative and a member of staff. If a Resident/ their representative is unable
to sign or chooses not to sign for receipt of the money, two members of staff witness the handover of
the money and sign and date the record
• The home ensures that records of, and receipts for, all transactions undertaken by the staff on each
Resident’s behalf, and of the expenditure of allowances kept by the home on the Resident’s behalf are
maintained and kept up-to-date. Where the Resident/ their representative is unable to sign or choose
not to sign, two members of staff sign the record
• If a person associated with the home is nominated to act as an appointee, the arrangements for this
are discussed and agreed with the Resident/ their representative, and, if involved, the representative
from the referring Trust. Documentary evidence of this agreement must be retained. These
arrangements are noted in the Resident’s agreement and a record is kept of the name of the appointee,
the Residents on whose behalf they act and the date they were approved by the Benefits Agency
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