INDIVIDUAL SERVICE FUND
THREE WAY AGREEMENT
February 2014
This agreement is between:
1) Calderdale Borough Council:The Town Hall, Crossley Street, Halifax, HX1 1UJ. (The “Council”)
2) Insert the name and address of the Individual(the ‘’Individual):
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3) Insert the name and address of the Organisation (the ‘’Organisation’’):
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Start date of this agreement:
THE REASON FOR THIS AGREEMENT:
1. The Council has agreed that [INSERT NAME OF INDIVIDUAL] should have an Individual Service Fund (ISF) to deliver the support and outcomes as described in their agreed Support Plan.
2.The Council is willing, at the direction of the individual to make an ISF paymentto [INSERT ORGANISATION NAME]who agree to provide a service to [INSERT NAME OF INDIVIDUAL] as set out in their Support Plan using thisISF to meet their needs.
WHAT THE COUNCIL AGREE TO DO:
3. To pay [INSERT ORGANISATION NAME] the allocated ISF of £[INSERT BUDGET] per week on behalf of [INSERT NAME OF INDIVIDUAL].This will be paid 4 weekly in arrears.
4. Regularly review [INSERT NAME OF INDIVIDUAL] Support Plan. If as a result of the review there is a change intheir needs this may result in a change in the amount of the allocated Personal Budget.
5. Allow [INSERT NAME OF INDIVIDUAL] to keep upto a four week surplusin their ISF or enough to cover an identified need in the futurein order to help meet their needsin a flexible way.
WHAT THE ORGANISATION HOLDING THE INDIVIDUAL SERVICE FUNDAGREES TO DO:
6. Work with [INSERT NAME OF INDIVIDUAL] in a flexible way to provide support to meet their needs and outcomes as set out in their Support Planand in a way which promotesmaximum choice and control for them.
7. Support [INSERT NAME OF INDIVIDUAL], in a way that keeps them safe, meets their needs and listen to them if they are unhappy with the support.
8.Make every effort to explain to [INSERT NAME OF INDIVIDUAL] how their ISFis being used to meet their needs.
9.Notify the Council of any change in circumstances, which mayaffect [INSERT NAME OF INDIVIDUAL]eligibility to receivethe Services or thelevel of support required.
10.Keep a clear record of the ISFreceivedfor [INSERT NAME OF INDIVIDUAL] and how it is being used to meet their support needs. The Council will specify the minimum requirements for the record keeping and the format of these records. ISF payments should be kept on Trust in a separate bank account set up solely to administer ISF payments.
11.Allow the Council or [INSERT NAME OF INDIVIDUAL] to full access tothe records as required for audit purposes. To answer queries and co-operate with any Council concerns regarding fraud or maladministration.
12.Have a system in place for recording support banked which provides a sound audit trail as required by the Council.
13. Without Prejudice to clause 17; maintain and keep records in line with the Data Protection Act.
14.Without Prejudice to clause 3 or 5 above, pay back to the Council any Individual Service Fund which is more than a 4-week surplus and is notneeded for any other specific purpose.
WHAT THE INDIVIDUALAGREES TO DO:
15. You should work with [INSERT ORGANISATION NAME] to plan services which meet yourneeds flexibly as set out in the Support Plan.
16. You shouldraise any concerns about how your support is beingprovided. If you are unhappy with your support you should first tell [INSERT ORGANISATION NAME]. If you feel unable to do this, or are unhappy with their response, you can tellthe Council through your allocated worker or by contacting Gateway to Care who will help you.
17.Agrees to Calderdale Council and [INSERT ORGANISATION NAME] sharing personal information aboutyou, in order to help ensureyour needs are met appropriately in line with the Data Protection Act.
IF SOMEONE WANTS TO END THIS AGREEMENT
18. The Council,[INSERT NAME OF INDIVIDUAL]or
[INSERT ORGANISATION NAME] may end this agreement by giving at least 4 weeks notice to the others, in writing.
19.In the event of immediate issues and concerns regarding the delivery of support, each party reserves the right to terminate this agreement within 48 hours.
All parties agree to the terms and conditions of this Agreement:
Signed by the Individual
Signature…………………………………………………......
Date………………………......
Signed on behalf of the Individual, confirming that thecontents of this Agreement have been explained to them, andto which they agree:
Signature on behalf of the Individual
Signature......
Name …………………………………………………………………
Position ………………………………………………………………
Date ………………………………………………………………….
Signed on behalf of the Organisation
Signature………………………………………………………………
Name ………………………………………………………………....
Position ……………………………………………………………....
Date …………………………………………………………………..
Signed on behalf of the Council
Signature ………………………………………………………………
Name …………………………………………………………………..
Position…………………………………………………………………
Date …………………………………………………………………….
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