Performance Indicators

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Performance Indicators

• Workshop for Cornwall providers
• 14 September 05
• SITRA South West

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SITRA is does what exactly?

• SITRA is a membership organisation dedicated to
  raising standards in the housing care support
  sector.
• Representing provider concerns to ODPM /
  regional / local commissioners
• Advice information
• On request - tel. [phone] (Bristol office)
• SP Helpline - email sphelpline_at_sitra.org
• Speaking - at forums / other events
• Briefings See www.sitra.org / publications or
  contact us
• South West Updates quarterly mailout to 800
  contacts
• Bulletin - essential reading for SITRA members
• Training / Conferences
• Consultancy
• Policy practice
• Finance HR

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This presentation will look at

• Performance indicators in the SP context
• Detailed definitions for current performance
  indicators
• Other management information collected by the new
  workbook
• Locally determined issues
• Overview of the new workbook

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Supporting People context

• Contract monitoring
• Service Review
• - Strategic relevance Demand
• - Performance
• - Value for money
• - Quality
• - Accreditation
• Need for the sector to justify overall spend on
  SP evidence outcomes for services users

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Supporting People Review Processes
Contract Monitoring
QAF Validation
Performance
Service Reviews
Accreditation
Is provider Accredited?
Regular monitoring based on Risk
Quarterly P.I.s
Stage 1 Strategic relevance/demand
Provider Self Assessment
Process for collection of info / passporting
arrangements
Concerns
Risk Assessment
Client Record Form
Validation Visit and Feedback
Stage 2 Desktop Review Quality, Cost,
Performance
Concerns

Stage 3 Reality Check / Further evidence If a
validation visit has not been done and there are
concerns about quality, a VV may be done at this
stage
Stage 4 Outcomes
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2003/04 Performance Indicators

• Service PIs MANDATORY (required by ODPM)
• Service availability
• Utilisation levels
• Staffing levels
• Additional Service PIs NOT mandatory
• Price of Service
• Throughputs
• Support Plans and Review
• Complaints
• Key Performance Indicators NOT mandatory

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From April 04

• Service Performance Indicators now MANDATORY
• SPI 1 - Service availability (accommodation based
  services)
• SPI 2 - Utilisation levels (accommodation based
  services)
• SPI 2 - Utilisation levels (support services)
• SPI 3 - Staffing levels
• SPI 4 - Throughput
• Key PIs - now MANDATORY

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Key Performance Indicators

• KPI 1 - Service users who are supported to
  establish and maintain independent living
• KPI 2 - Service users who have moved on in a
  planned way from temporary living arrangements
• KPI 3 - Fair access to people who are eligible
  for SP services
• KPI 1 and 2 are recorded in the PI workbook,
  KPI 3 monitored by client record form

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Key PI 1 definition

• Number of service users (existing and departed)
  who have established or are maintaining
  independent living as of total number of
  service users in the period
• Applies to
• Long term accommodation based services
• Floating support
• Resettlement support

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KPI 1 What is independent living?

• Deaths excluded from calculation (except for
  suicides)

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Key PI 2 definition

• Number of service users who have moved on in a
  planned way from temporary living arrangements as
  of service users who have left the service in
  the period
• Applies to
• - short term accommodation based services
• - direct access accommodation
• - some outreach services

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KPI 2 What is a planned move?

• Other deaths excluded from calculation

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Key PI 3 - Fair Access

• Data collected by SP Client Record Form,
  processed by JCSHR, reports on website
• The following services remain exempt for the
  current year

Sheltered housingVery sheltered
housingAlmshousesPeripatetic warden services
Leasehold schemesHome Improvement
agenciesCommunity alarms
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Service Performance Indicators

• SPI 1 - Service availability (accommodation based
  services)
• SPI 2 - Utilisation levels (accommodation based
  services)
• SPI 2 - Utilisation levels (support services)
• SPI 3 - Staffing levels
• SPI 4 - Throughput

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Service P1 1 - Availability

• For accommodation based services only
• Can count in weeks or days (depending how
  occupancy agreement charge for accommodation is
  set up)
• Available where occupied or vacant but available
  for letting
• Uses Housing Corporation definition of
  availability i.e. includes undergoing minor
  repairs, redecs etc between tenants

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SPI 2 Utilisation levels

• SPI 2 - Utilisation levels (accommodation based
  services)
• Occupancy number of weeks or days where
  liability for rent payment
• SPI 2 - Utilisation levels (support services)
• Number of days utilised as of days contracted
• Number of contracted places multiplied by number
  of days in the period
• Treat dormant case as closed where no face to
  face contact for 28 days

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SPI 3 Staffing (1)

• Include
• - front line staff providing housing related
  support in that service
• - managers who manage those staff in that
  service
• - locums, agency staff, staff brought over from
  another service to cover

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SPI 3 Staffing (2)

• Do not include
• - of staff time spent on other duties e.g.
  housing management, personal care
• - of staff time spent on other services
• - staff absent on leave, jury service, covering
  elsewhere, any other absence

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SPI 4 - Throughputs

• Number of service users who have received the
  service as a of the number of units or
  placements contracted
• Number who have received total there at end of
  period all who departed during the period
• For support-only services departures includes
  those where not closed but no contact for one
  month

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Management information

• The PI workbook also collects the following
  information
• Whether on-call services provided
• Length of stay of residents
• Staff who provide an input to the service but not
  housing related support
• Destination details of those leaving the service
• Guidance lists other data sources for local
  information

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Local issues

• Local benchmarks for
• Occupancy / Utilisation
• Staffing
• Throughputs
• Definition of case closure on floating support
• Local version of workbook / paper copy ?

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The new workbook

• SPPI (2004) a
• Excel workbook - worksheets cover, checks,
  contract, Q 1 4, SPLS PI Data
• What is entered in contract page will determine
  what boxes come up in subsequent pages (eg if say
  support only wont get SPI 1 availability)
• Colour coding for what boxes for data-entry
• Complete on line or print after completion of
  contract page

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Further information

• Cornwall SP team email spteam_at_cornwall.gov.uk
• or phone no 01872 323977 or 01872 323978
• ODPM guidance www.spkweb.org.uk
• go to Subjects / Quality Monitoring /
  Performance Framework /or Q M Workbooks
• SITRA helpline email sphelpline_at_sitra.org
• or Bristol office phone no 0117 9445518