User-led Organisations Support Pack A toolkit to help Voluntary and Community Sector organisations wishing to develop as User-led Organisations 1 Contents foreword ............................................................................................................ 4 KEITH HINKLEY (EAST SUSSEX COUNTY COUNCIL) AND NICK TAPP (ESDA) ........... 4 KRISTINA VEASEY, MENTEE AS PART OF THE EAST SUSSEX USER-LED ORGANISATIONS DEMONSTRATOR SITE PROJECT ................................................ 5 Section 1: Introduction To The Support Pack .................................................... 7 ACKNOWLEDGEMENTS ...................................................................................... 7 OVERVIEW AND PURPOSE OF THE SUPPORT PACK ............................................. 8 WHY SHOULD MY ORGANISATION BECOME A USER-LED ORGANISATION? ............. 9 CASE STUDY 1 ............................................................................................... 10 Section 2: Explaining User-Led Organisations ................................................ 12 USER-LED ORGANISATIONS: WHAT ARE THEY AND WHY ARE THEY IMPORTANT? 12 ESSENTIAL FEATURES OF A USER-LED ORGANISATION: THE DEPARTMENT OF HEALTH’S ‘DESIGN CRITERIA’ .......................................................................... 13 CASE STUDY 2 ............................................................................................... 21 Section 3: Defining User-Led Organisations .................................................... 23 MEETING THE DESIGN CRITERIA: GROUPING THE DESIGN CRITERIA INTO RELATED TOPIC AREAS................................................................................................. 23 MEETING THE DESIGN CRITERIA 1: THE SOCIAL MODEL ..................................... 24 MEETING THE DESIGN CRITERIA 2: EQUALITY, DIVERSITY AND RIGHTS ............... 30 MEETING THE DESIGN CRITERIA 3: THE ORGANISATION’S CONSTITUENCY ........... 35 MEETING THE DESIGN CRITERIA 4: CARERS, NETWORKS, PARTNERSHIPS ........... 41 MEETING THE DESIGN CRITERIA 5: A SUSTAINABLE ORGANISATION .................... 45 MEETING THE DESIGN CRITERIA 6: IMPROVING COMMISSIONING ......................... 52 Section 4: Training .......................................................................................... 57 DISABILITY EQUALITY TRAINING FOR USER-LED ORGANISATIONS........................ 57 Section 5: Mentoring ....................................................................................... 59 MENTORING FOR USER-LED ORGANISATIONS ................................................... 59 PEER SUPPORT ............................................................................................. 63 Section 6: Challenges For Developing User-Led Organisations ...................... 65 BECOMING A USER-LED ORGANISATION: COMMON HURDLES FACED WITH SOME POSSIBLE SOLUTIONS TO OVERCOME THEM ..................................................... 65 Appendix 1: Background Supporting Information............................................. 71 USER-LED ORGANISATIONS – KEY DEFINITIONS ................................................ 71 USER-LED ORGANISATIONS: GOVERNANCE STRUCTURES .................................. 76 PROMOTING INDEPENDENT LIVING ................................................................... 78 TRADITIONAL OR INDIVIDUAL MODEL OF DISABILITY: A SUMMARY ...................... 81 SOCIAL MODEL OF DISABILITY: A SUMMARY ..................................................... 85 2 TALKING THE SOCIAL MODEL: SOME TIPS ON INCLUSIVE LANGUAGE AND TERMINOLOGY ............................................................................................... 88 DISABILITY “ETIQUETTE”: WORKING MORE EFFECTIVELY WITH DISABLED PEOPLE 96 REMOVING INFORMATION BARRIERS: PROVIDING ACCESSIBLE INFORMATION ........ 99 ORGANISING INCLUSIVE EVENTS: GUIDANCE NOTES ........................................ 103 Appendix 2: Useful Tools .............................................................................. 112 BECOMING A USER-LED ORGANISATION: BASELINE ASSESSMENT QUESTIONNAIRE FOR ORGANISATIONS WORKING WITH DISABLED PEOPLE ................................ 112 USER-LED ORGANISATIONS: A BRIEFING FOR BOARDS OF TRUSTEES............... 120 TEMPLATE RESOLUTION FOR BOARDS OF ORGANISATIONS .............................. 126 AIMING TO BECOME USER-LED ..................................................................... 126 EQUALITY IMPACT ASSESSMENTS .................................................................. 127 THE ROLE OF ULO CHAMPIONS ..................................................................... 129 EXAMPLE BOOKING AND ACCESS NEEDS FORMS ............................................ 131 EXAMPLE TRAINING EXERCISES ..................................................................... 142 USER-LED ORGANISATIONS .......................................................................... 142 DISABILITY EQUALITY TRAINING FOR MANAGEMENT BOARD, STAFF AND SERVICE USERS ........................................................................................................ 142 MEETING THE DESIGN CRITERIA: QUICK REFERENCE ACTION POINTS ............... 153 TEMPLATE ACTION PLAN FOR DEVELOPING USER-LED ORGANISATIONS ............ 170 Appendix 3: Useful Resources ...................................................................... 172 SOURCES OF SUPPORT FOR DEVELOPING USER-LED ORGANISATIONS ............. 172 USEFUL RESOURCES .................................................................................... 182 References .................................................................................................... 184 3 Foreword Keith Hinkley (East Sussex County Council) and Nick Tapp (ESDA) Welcome to the East Sussex User Led Organisations (ULO) Support Pack. This Support Pack is designed to help organisations to put service users and carers at the centre of what they do. Produced by East Sussex Disability Association and East Sussex Adult Social Care with a team of service user and carer experts, and funded by the Department of Health, the Support Pack contains useful tips and advice on how to make your organisation user led. All services should aim to make a positive difference to the lives of the people using them - this is even more important when it comes to social care and support. The advent of Putting People First and personalisation means that organisations will need to become more accountable to their service users and the communities that rely on them. All the evidence suggests that the more an organisation is led and owned by those people, the more likely it is that it will deliver services that are useful and wanted and which help people to achieve their goals in life. We hope you find the Support Pack valuable in shaping the direction of your organisation, the support you deliver, and ultimately the impact you have on people’s lives. Keith Hinkley Director of Adult Social Care East Sussex County Council Nick Tapp Chief Executive East Sussex Disability Association 4 Kristina Veasey, Mentee as part of the East Sussex User-Led Organisations Demonstrator Site Project I have heard on more than one occasion people say that becoming a ULO would be “like letting the loonies run the asylum” – which (aside from clearly demonstrating the attitudes and prejudices faced by people experiencing mental health issues) led me to wonder what reasons there might be for such resistance to what is for me, unquestionably, a positive and long-awaited step forward. I was interested to see that this Support Pack discusses some of the anxieties individuals have around their organisations becoming user-led. Some of these are reflective of those I encountered during my time as a mentee and are also concerns that I have come across in my wider experience as a consultant and equalities trainer. I do not think these worries are unusual but are an indicator that as a society we do not yet have a social model approach to service provision. The key underlying anxieties individuals working in organisations have presented through their comments and questions have related to concerns around no longer being in control of what’s happening, feeling that they are no longer needed or wanted, being unappreciated and undervalued, and a reluctance to ‘let go’ of something they have spent time and effort investing in and watching grow – a fear of loss. This is all quite poignant as these are the feelings that many disabled people already experience as a result of the barriers they face in their everyday lives. I say this as a person with direct experience of disability and as someone with many years of experience working in advocacy and consultation with disabled people. Nobody wants to experience these feelings but for disabled people the lack of control, choice and opportunity resulting from existing approaches to service delivery means that these feelings are inescapable and renders them dependent and disempowered. Ironic really as most organisations are set up to help the people they serve! Fortunately, these are the very things that becoming user-led should help to overcome. 5 For those non-disabled individuals facing these anxieties around their workplace becoming user-led, there is no easy answer. Change is often uncomfortable. However, what I hope will make it easier for them is knowing that committing to becoming user-led will make a big difference in redressing the balance of equality for disabled people, and in ensuring that their rights are respected and realised. It is my hope that this toolkit will help organisations to better understand and embrace the theory behind becoming user-led, and help to highlight the benefits that it will have for the disabled people involved in their organisations. For those of you who are already making the commitment and signing the resolution, this toolkit will be an invaluable aid. It provides comprehensive and insightful advice and resources to assist you on your journey to becoming a ULO. It will guide you on ways to support and enable, and in turn, allow you to become truly responsive to the needs of your constituents. It will place you firmly at the front of a cultural change in service provision, as well as providing other organisations with models of good practice on which to build. Kristina Veasey Mentee 6 Section 1: Introduction to the Support Pack Acknowledgements Thanks is extended to all those who gave their time and expertise towards contributing to the production of this ULO Support Pack through the East Sussex User-led Organisations (ULO) Demonstrator Site Project. The project was funded by the Department of Health, and was managed by East Sussex County Council’s Adult Social Care Third Sector Development Manager. Those involved were: Consultants Jeni Price Lupton Sarah Playforth Theresa Hodge Project Board and Mentees Adrian Ley (Eastbourne Blind Society) Claire Debenham (East Sussex County Council) Georgina Baker (Headway Hurstwood Park) Gerry Harris (Headway Hurstwood Park) Jean Bradbery (Mentee for Care for the Carers) Kristina Veasey (Mentee for ARRCC) Mary Colato (East Sussex Association of Blind and Partially Sighted People) Mitchell Sasse (Mentee for Headway) Paul Burchett (Mentee for Diversity Resources International) Reg McLaughlin (East Sussex Disability Association) Roy Neeve (Mentee for ESAB) Steve Saunders (Mentee for Anchor Housing Trust) Participating Organisations Age Concern East Sussex Anchor Housing Trust Adult Respite Rehabilitation Care Centre (ARRCC) Care for the Carers Diversity Resources International (DRI) East Sussex Association of Blind and Partially Sighted People (ESAB) Hastings and Rother Multiple Sclerosis Society Headway Hurstwood Park Sussex Oakleaf 7 Overview And Purpose of the Support Pack The ULO Demonstrator Site project was funded by the Department of Health and took place from October 2009 to March 2010. It was led by a team of disabled consultants working on behalf of East Sussex Disability Association (ESDA), and it enabled a number of organisations working with disabled people and carers to receive a package of training and consultancy support to help them work towards becoming user-led organisations. The project also provided a mentoring programme, where disabled people were provided with work experience opportunities. Each of the mentees worked alongside a disabled consultant to provide support to the participating organisations, and some also became members of the Project Board which oversaw the work of the project. The ULO Support Pack aims to provide voluntary and community (third) sector organisations with the information that they need to enable them to work towards becoming a ULO. The resources provided in this Support Pack have been produced by disabled consultants, drawing on their experience and knowledge of user-led organisations, as well as existing resources available on the National Centre for Independent Living (NCIL) website. Resources requested by organisations taking part in the project have also been included, which were felt to be helpful to them and other organisations developing as ULOS. The areas covered in the following sections are: Section 2: Explaining User-led Organisations Information on what user-led organisations are and why they are important, and the essential elements of a user-led organisation. Section 3: Defining User-led Organisations A series of informative chapters on how organisations can meet the Department of Health’s 21 User-led Organisations (ULO) Design Criteria. Section 4: Training An introduction to the role of disability equality training in user-led organisations. Section 5: Mentoring The role of mentoring, peer support and champions within developing user-led organisations. 8 Section 6: Challenges for Developing User-led Organisations Some common hurdles experienced by organisations developing as ULOs and possible solutions Appendices Background Supporting Information around some key principles behind user-led organisations, useful tools and useful resources. The Social Care Institute for Excellence (SCIE) has produced a toolkit for commissioners of services from user-led organisations. This is available from www.scie.org.uk. Why Should My Organisation Become a User-led Organisation? ULOs are organisations where their constituents take the majority role in managing the organisation, deciding on their priorities and how they should be addressed. These organisations promote independent living, promote people’s human and other legal rights, and enable service users to exercise choice and control in their lives. They are also aware of the diverse needs of the local population and contribute to meeting those needs. There is considerable commitment nationally to ensuring that ULOs play a key role in the provision of local services. In keeping with national Putting People First policy, East Sussex Adult Social Care recognises the potential that User Led Organisations and other “experts by experience” have to play in supporting and increasing choice and control for service users, enabling personalisation to become mainstream. There are a number of services which ULOs could have a greater role in providing. These could include, for example: the full range of information, advice and advocacy services person-centred support planning and brokerage services a variety of care and support services one to one support to access specific training (and funds) needed to improve skills as an employer or for directly employed support workers and unpaid carers employer induction for people wanting to employ their own support staff through self directed support Personal Assistant Induction 9 ULOs can bring “added value” to these kinds of services. This is because they: work locally with and for local people have specialist expertise have a track record of highlighting barriers which exist for many marginalised groups and finding innovative ways of overcoming them can provide peer support have the ability to work with ‘hard-to-reach’ groups in involvement and consultation activities (and in partnership with other ULOs, can be even more effective in this area). Case Study 1 This organisation is a relatively young organisation working with a specific marginalised group in the community with no paid staff. Support was provided to the organisation through the East Sussex ULO Demonstrator Site project, via a disabled consultant and a mentee. Training in the social model of disability was also offered to the organisation’s Management Board and service users. The consultant and mentee met with two board members early in the project’s consultancy period (January-March 2010). It was clear that the advantage of being a young organisation was that they already had an inclusive approach that was committed to user involvement at every level. Conversely their disadvantage was in not having a robust funding system in place. At this meeting the discussion was mainly around how this organisation could secure funding to become fully established and employ paid staff. It was recognised that they would need to widen the scope of possible funding sources and the consultant gave several examples. The discussion also looked in some detail at the social model and how to apply it to increase accessibility to the events run by the organisation. An accessibility checklist was requested and this was noted to be included in the Support Pack. The consultant and mentee then attended an event run by the organisation to network with service users; this raised useful information about what service users felt was needed, for example jargon free versions of the ULO briefing for Boards and template resolution. The consultant talked with a service user who had recently agreed to join the board. 10 Some emails were exchanged relating to accessibility issues. The consultant offered additional support to develop the draft action plan provided and to provide a briefing on the training content as it had not been possible to arrange attendance at a training session. A meeting has been confirmed to provide this support. Conclusion This organisation needs a lot of financial and other support to continue its work and to develop; however it is in a very good cultural position and is already user led for the most part. There is too much work devolved on too few people and no paid staff. Users would benefit from support and training to enable them to contribute more to the running of the organisation and to become board members, as one person already has. There is also a need to develop more partnership work – the contacts exist but due to the voluntary nature of the organisation, it is difficult to nurture these and to derive benefit from them. 11 Section 2: Explaining User-led Organisations User-Led Organisations: What Are They and Why Are They Important? This chapter summarises what a User-led Organisation (ULO) is, why this model of organisation is important and how it might be formally constituted or governed. A ULO is one where people who come from the group or groups which the organisation is designed to serve (its ‘constituency’) take the majority role in managing the organisation, deciding on its priorities and how they should be addressed. In the context of this Support Pack, the constituency might be disabled people, carers and/or others who use support (and it is important to remember that some people may identify with more than one of these groups). The organisation’s work should be informed and driven by the needs and wishes of its constituency. It should operate in a way which removes any barriers to full participation of its constituents and the organisation must be accountable to that constituency. A number of the Department of Health design criteria for ULOs deal in more detail with the issue of who controls and manages the organisation, and these are covered in the relevant chapters elsewhere in this Support Pack. The second essential element of a ULO is that its work should be underpinned by, and based on, the social model of disability. As well as being explicitly stated in the ULO’s constitution, working from the social model perspective should inform and affect all its activities. This is explained in more detail in the chapter “Meeting the Design Criteria 1: The Foundations of the Social Model”. Why is Being “User Led” So Important? The initiative to encourage organisations to become user led has, in part, come from the development by disabled people of Centres for Independent Living (CILs) and similar organisations. It is widely recognised that ULOs have a vital role to play in the development of the current independent living agenda.1 User involvement has led to greater empowerment of individuals and groups, increased participation in and contribution to wider society. It has made services more effective, relevant and appropriate for users and in many areas has resulted in significant and positive changes to the way in which services are delivered. 12 “Services can be greatly improved by the people who use them having a leading role in delivering, monitoring and evaluating services. User-led organisations can play a key role in consultation processes because they have a knowledge base about issues around local service provision. They can also advise on practical issues on involving more marginalised groups in consultation”.2 For this reason, the Department of Health has committed to supporting the continued development of ULOs.3 It is evident that ULOs will have significant advantages as providers of services for disabled people, carers and others using support as the ‘personalisation’ of social care and health continues and the current vision of independent living is further developed. How is a ULO Set Up? Most organisations using this Support Pack to help them work towards being user-led will already be formally constituted, legal bodies. If this is not the case, advice should be sought as to the most appropriate model for that organisation. Appendix 1 of this Support Pack provides information on the range of different structures for ULOs. Your local Council for Voluntary Service can also provide advice on this area. Essential Features of a User-Led Organisation: The Department of Health’s ‘Design Criteria’ The Department of Health’s research and consultation work around User-led Organisations (ULOs) identified a number of criteria which organisations need to meet to be identified as a “Life Chances ULO”. This refers to recommendation 4.3 in the Government’s report “Improving the Life Chances of Disabled People”4 that by 2010, each locality (defined as an area covered by a Council with social services responsibilities) should have a ULO modelled on existing Centres for Independent Living. The 21 design criteria aim to define the key requirements to be a viable and sustainable ULO. The Department of Health policy acknowledges that these criteria may be met in a variety of ways according to local demand, resources and circumstances.5 13 For ease of reference, the 21 design criteria have first been listed in this chapter as they appear in the Department of Health’s policy document – grouped under criteria relating to the values underpinning the organisation and those relating to the organisational issues. In the second part of the chapter, there is more explanation of each of the criteria (and the numbering DC1, DC2 etc. refers to the order in which the design criteria [DC] appear in the original list). This commentary is based on the ‘rationale’ in the Department of Health’s policy document.6 Not all ULOs are, or aspire to be, a CIL. Many other smaller organisations may be involved in just some of the activities or services associated with CILs. They are likely to be part of a local federation or network of ULOs working with, or combining to provide the services of a full CIL. Organisations working towards becoming user-led may take some time to meet all the design criteria, but these are central to any organisation’s progress towards becoming a ULO. In other chapters in this Support Pack there is further, practical information about how organisations can achieve the design criteria. Values 1) Works from a social model of disability perspective. 2) Promotes independent living. 3) Promotes people’s human and other legal rights. 4) Shaped and driven by the initiative and demand of the organisation’s constituency. 5) Is peer-support based. 6) Covers all local disabled people, carers and other people who use support either directly or via establishing links with other local organisations and networks. 7) Is non-discriminatory and recognises and works with diversity in terms of race, religion and belief, gender, sexual orientation, disability and age. 8) Recognises that carers have their own needs and requirements as carers. 9) Engages the organisation’s constituents in decision making processes at every level of the organisation. Organisational Criteria 10) Provides support to enable people to exercise choice and control. 11) Is a legally constituted organisation. 12) Has a minimum of seventy five per cent of the voting members on the management board drawn from the constituency of the organisation. 13) Is able to demonstrate that the organisation’s constituents are effectively supported to play and full and active role in key decision-making. 14) Has a clear management structure. 14 15) 16) 17) 18) 19) 20) 21) Has robust and rigorous systems for running a sustainable organisation (e.g. financial management / contingency planning). Is financially sustainable as there will be no ongoing central government funding. Has paid employees, many of which must reflect the organisation’s constituency. Identifies the diverse needs of the local population and contributes to meeting those needs. Is accountable to the organisation’s constituents and represent their views at a local level. Supports the participation of its constituents in designing, delivering and monitoring the organisation’s services. Works with commissioners to improve commissioning and procurement. Detail Behind The Design Criteria Principles of diversity, the social model of disability, independent living, peer support and accountability must underpin the values from which ULOs work. ULO Values DC1. Works from a social model of disability perspective One of the defining features of a ULO should be that it works from a social model of disability perspective. This is a way of explaining that the individual disabled person is not the ‘problem’, rather, the ‘problem’ is that disabled people (which includes people with physical, intellectual or sensory impairments or long-term conditions) are disadvantaged, and often discriminated against, by the way society is built and organised. As the social model of disability is a fundamental principle from which ULOs work, a separate chapter has been included in the Support Pack to provide more information. DC2. Promotes independent living Independent living is defined as “all disabled people having the same choice, control and freedom as any other citizen – at home, at work, and as members of the community. This does not necessarily mean disabled people doing everything for themselves, but it does mean that any practical assistance people need should be based on their own choices and aspirations.”7 A separate chapter on Promoting Independent Living is included in the Support Pack. 15 DC3. Promotes people’s human and other legal rights Promoting human and other rights is an important feature of ULOs. Examples of how it might be done include supporting people to have their human rights met under the Human Rights Act 1998, and working with people to exercise their rights as citizens, such as through participating in democratic processes like voting in elections, or enabling them to access services, benefits and community resources. DC4. Shaped and driven by the initiative and demand of the organisation’s constituency Providing services which are shaped and driven by an organisation’s service users gives added value because, as well as having local knowledge and networks, they have the ability to present the authentic voice of service users who know what works for them. DC5. Is peer support based Peer support is fundamental to the way ULOs operate. This is where disabled people, carers and other people who use support come together to support and/or provide a service to other disabled people, carers and other people who use support. The shared experience of similar backgrounds or circumstances means that peer support is built on the value of personal experience. DC6. Covers all local disabled people, carers and other people who use support either directly or via establishing links with other local organisations and networks It is recognised that many organisations are set up primarily to work with specific groups of people. However, if there are particular client groups that they do not currently provide services to, they need to find ways of working actively, either individually or via local alliances or wider networks, to establish working relationships and ensure the needs of different groups are appropriately met. DC7. Is non-discriminatory and recognises and works with diversity in terms of race, religion and belief, gender, sexual orientation, disability and age This means that rather than simply saying that an organisation works with all disabled people in terms of their impairment, it must actively reach out to all sections of the community who are disabled people, e.g. disabled people from Black and Minority Ethnic (BME) backgrounds, those who are lesbian, gay, bisexual or transgender (LGBT), people of different ages, and so on. 16 DC8. Recognises that carers have their own needs and requirements as carers It is important to accept that disabled people and other people who use support often have different issues than those faced by carers. However, they are not inherently competitive by nature. There needs to be room within ULOs for different interest groups to collaborate, or work separately where necessary, so that the interests of all groups are accommodated without anyone feeling compromised. The fact that someone is a carer does not preclude them from having a strong commitment to independent living and the social model of disability. It is possible for disabled people and carers to work together on common areas of concern or interest, at the same time being very clear about where the differences between them lie and work separately on those areas. If the ULO has a constituency of carers and disabled people and other people who use support then carers are likely to be part of the decision-making process. However, where an organisation is comprised of different groups of people then all those groups have to sign up to the values and characteristics that are set out in the ULO Design Criteria. There is a growing acknowledgement that carers have perspectives and support needs of their own, such as peer support, advocacy, direct payments, information, advice, user involvement and so on. It should also be noted that some carers may also be disabled people or others who use support services, so the two groups may have considerable areas of overlap. The chapter “Carers, Networks, Partnerships” in this Support Pack highlights a number of other issues about the involvement of carers in ULOs. DC9. Engages the organisation’s constituents in decision making processes at every level of their organisation ULOs need to ensure the involvement and employment of their users at all levels of the organisation. This means that they need to be involved in making executive decisions (e.g. exercising control over policy or resources), as well as a variety of other ways in paid or unpaid positions (e.g. providing peer support, delivering services and being involved in monitoring). 17 ULO Organisational Criteria DC10. Provides support to enable people to exercise choice and control Enabling people to exercise choice and control over their own lives lies at the heart of what ULOs should be doing. DC11. Is a legally constituted organisation It is acknowledged that different organisational structures may be needed to fit different local circumstances and organisational histories and that ‘one size’ will not fit all. However, ULOs wishing to be employers, to be commissioned to provide services or take on other activities like training or consultancy will need to be a legally constituted organisation such as a registered charity, company limited by guarantee, not-for-profit, Community Interest Company or social enterprise. This decreases the risk and liability of those managing the organisation. DC12. Has a minimum of 75 per cent of the voting members on the management board drawn from the organisation’s constituency With 75% of the voting members being drawn from the organisation’s constituency there is room for having co-optees or board advisors who offer additional expertise or experience that the board may need. DC13. Is able to demonstrate that the organisation’s constituents are effectively supported to play a full and active role in key decision-making For an organisation to be effectively run and let by its service users, its constituents need to be able to play a full and active role in decision making. This means that disabled people, carers and other people who use support should have their access needs addressed and be fully supported through training, mentoring, ‘buddying’ and other support to be able to play a full and active role in decision making. DC14. Has a clear management structure Given that accountability is fundamental to a ULO and how it works, it is essential that clear management structures are in place. Although it is recognised that some smaller organisations may rely on one or two people to fill several roles, this can create problems if one of those people leaves the organisation, as the expertise and knowledge of the organisation will go with them. 18 DC15. Has robust and rigorous systems for running a sustainable organisation (e.g. financial management/contingency planning) Factors considered critical to the operation and sustainability of a ULO include: having fully trained board / committee members or staff, especially in legal and financial matters the ability to develop organisational resilience in the face of change being prepared to engage in democratic processes and influence local policy makers the ability to understand the power dynamics within organisations themselves as well as in the locality. DC16. Is financially sustainable as there will be no ongoing central government funding Although it is recognised that uncertainty about funding is a key factor for many organisations, it is important to have exit strategies for when funding ends. Limited or uncertain income is seen to inhibit potential for the expansion and development of services. A strong relationship with the local authority can help with securing on-going funding. DC17. Has paid employees, many of whom must reflect the organisation’s constituency ULOs need to be organisations that employ disabled people, carers and others who use support as well as have them as volunteer board or committee members. The capacity of an organisation can be limited because of a lack of paid staff. Volunteers play an important role in the operational activity of organisations but an over-reliance on volunteers can potentially leave an organisation in a vulnerable situation. DC18. Identifies the diverse needs of the local population and contributes to meeting those needs Involving an organisation’s constituents in the running of its services gives added value because, as well as having local knowledge and networks, they have the ability to present the authentic voice of service users who know what works for them. Particular areas of expertise within ULOs can include knowledge about access, participation and empowerment issues, provision of peer-led support, mentoring, advocacy and self-help techniques. Using local knowledge and expertise to identify the diverse needs of the local population and contributing to meeting those needs is fundamental to the way ULOs operate. 19 DC19. Is accountable to the organisation’s constituents and represent their views at a local level Organisations established by local people are in a very good position to support their constituents in engaging with services and also representing their interests (where appropriate). A ULO should be able to say what its constituents want locally and be able to work with a range of statutory and voluntary sector organisations to improve local communities and resources. This may mean that the organisation adopts a campaigning and networking role. In order to function as a ULO it is extremely important that the organisation, particularly in terms of its management board, is accountable to its constituents. This may be through a formal membership system with everyone having voting rights, or there may be more loosely defined systems for ensuring accountability such as open meetings or some form of quality assurance mechanism. ULOs need to find ways to involve members in governance, or consult ordinary members, rather than simply relying on them turning up at meetings. This requires resources. DC20. Supports the participation of its constituents in designing, delivering and monitoring of the organisation’s services In addition to providing services, ULOs can work with their constituencies so that the organisation (on its own or with other local ULOs) may be involved with: disseminating information about what accessible features, environments, support and facilities are required for participation to be inclusive to all providing support for consultation and involvement providing interpreting and transcription services access auditing providing or being involved with Disability Equality and diversity training disseminating knowledge of the DDA and other disability specific legislation accessible housing and transport delivering research, consultancy and training. DC21. Works with commissioners to improve commissioning and procurement ULOs are in an ideal position to work with public bodies on not only meeting the Disability Equality Duty, but also in terms of fulfilling duties to involve disabled people, carers and other people who use support in developing policy and practice. There is potentially a real strength for local authorities and other public sector organisations (e.g. NHS bodies) in working with ULOs in building local communities and raising service standards. 20 ULOs can save money for public bodies by their involvement in preventative work and through new ideas about the best way to provide support and services for disabled people. It is important to build relationships with public bodies, and also for disabled people, carers and other people who use support to be involved in setting specifications for services or designing outcome measures. Evaluation of services should not be based on activity levels, but instead on outcomes. Case Study 2 This organisation is a longstanding locally based impairment specific organisation with a constituency mainly of older people with this impairment A disabled consultant and a mentee worked with this organisation as part of the East Sussex ULO Demonstrator Site project. Training was also provided to the organisation’s Management Board and service users. The consultant and mentee had meetings with the Chief Executive, who is a strong supporter of user involvement and has already laid the foundations for becoming user led. Subsequently the consultant and mentee attended a Board meeting and presented a briefing document and a Resolution, which the Board were asked to ratify to show their commitment to becoming a ULO. The Board agreed and signed the Resolution after an hour of intensive questioning and discussion. The consultant attended the next user forum meeting to further explain the criteria for becoming user led and to answer questions; because the Chief Executive and chairperson of the forum had briefed service users well, there were a minimum of questions and most of the discussion hinged on the impact being user led could have on one particular issue of importance to the organisation. A question was asked about funding for a specific item of equipment to support the increased involvement of the organisation’s constituents, which the consultant recommended be taken to the ULO Demonstrator Site project board. The consultant then had a meeting with the mentee to discuss the next steps to be taken and also with the chairperson of the user forum. Additional support was offered to the Chief Executive, staff and user forum to develop the draft action plan. 21 Conclusion This organisation has benefited enormously from an energetic Chief Executive who is committed to the principle of user influence. They have an active and effective chairperson of the user forum, who will be a key person in taking things forward. But it is not clear that this will easily translate into user leadership, since the very fact of this commitment and their admirable enthusiasm and activity could potentially work against other users also feeling enabled and empowered to contribute their views and input to future planning. More work is needed to encourage them to speak up and make their voices heard, to be able to move beyond their own personal issues become involved and not to leave future user led development work to a few vocal people. This organisation has a constituency that has become very used to having decisions made for them, to being “taken out” and to being “done to” alongside a Board that has changed little over the years and which still has members with traditional views. It needs to unlearn a number of cultural constructs before it can meet a majority of the ULO criteria. It is important for them to move quickly on reviewing and revising its constitution, as it is many years since this was done. There are two partner organisations working with the same impairment group covering distinct geographical areas. it has been a challenge for this organisation to bring the three together to share and work towards a common aim to become user led, but work is currently progressing in this area. 22 Section 3: Defining User-Led Organisations Meeting The Design Criteria: Grouping The Design Criteria Into Related Topic Areas The following chapters in this section of the Support Pack are designed to assist organisations which are committed to achieving the Department of Health’s 21 design criteria for user-led organisations (ULOs). The chapters deal with related groups of criteria as follows: (1). The Social Model DC1. Works from a social model of disability perspective DC2. Promotes independent living DC5. Is peer-support based DC10. Provides support to enable people to exercise choice and control (2). Diversity and Rights DC3. Promotes people’s human and other legal rights DC7. Is non-discriminatory and recognises and works with diversity in terms of race, religion and belief, gender, sexual orientation, disability and age DC18. Identifies the diverse needs of the local population and contributes to meeting those needs (3). The Organisation’s Constituency DC4. Shaped and driven by the initiative and demand of the organisation’s constituency DC9. Engages the organisation’s constituents in decision making processes at every level of the organisation DC12. Has a minimum of seventy five per cent of the voting members on the management board drawn from the constituency of the organisation DC13. Is able to demonstrate that the organisation’s constituents are effectively supported to play and full and active role in key decisionmaking DC19. Is accountable to the organisation’s constituents and represents their views at a local level DC20. Supports the participation of its constituents in designing, delivering and monitoring the organisation’s services 23 (4). Carers, Networks, Partnerships DC6. Covers all local disabled people, carers and other people who use support either directly or via establishing links with other local organisations and networks DC8. Recognises that carers have their own needs and requirements as carers (5). A Sustainable Organisation DC11. Is a legally constituted organisation DC14. Has a clear management structure DC15. Has robust and rigorous systems for running a sustainable organisation (e.g. financial management / contingency planning) DC16. Is financially sustainable as there will be no ongoing central government funding DC17. Has paid employees, many of which must reflect the organisation’s constituency (6). Commissioning DC21. Works with commissioners to improve commissioning and procurement Meeting The Design Criteria 1: The Social Model The first of the Department of Health design criteria is that all User-led Organisations (ULOs) should ‘work from a social model of disability perspective’. This is in the criteria relating to the values of the organisation, but when understood and implemented, it also has a significant practical impact. Committing the organisation to this approach and putting it into practice will have a positive impact on each element of the organisation’s strategy, on all of its practices, policies and procedures and on how it carries out its daily business. An organisation’s written values or mission statement, and any other policy documents, should reflect the key principles of the social model, showing how this approach is adopted in the day-to-day working of the organisation. This chapter shows that the social model of disability is not simply a set of ideas or philosophical approach, rather it is an empowering and very practical tool which underpins independent living. 24 A Different View Essentially the social model of disability reverses traditional and individualistic approach of seeing the disabled person as the ‘problem’ that has to be solved (cured, cared for or ‘managed’). Instead, the social model approach identifies society and its structures as disabling factors for people with impairments (whatever the nature of their condition, which may relate to physical, sensory or intellectual impairment, mental health issues or learning difficulties).8 The key questions are no longer ‘What’s wrong with him/her?’, ‘What is the name or nature of this person’s impairment?’ or ‘How severe is the condition?’, for example. The answers to such questions do not produce the right information to help people identify what action can be taken to enable participation in family life, work, the community or society. Taking a social model approach, the relevant questions become ‘What external barriers prevent him/her from participating in day to day life?’, ‘What support can be put in place to enable this person to play a full role?’ or ‘How can things (the environment, the ways things are usually done) be changed to enable them to be included?’, for example. The answers to these questions produce a practical action plan. Similarly, from a social model perspective, descriptions change from ‘He cannot do this...’, ‘Her impairment prevents her from...’ to ‘He experiences these barriers to doing this...’, ‘Putting [x] in place would enable her to...’. By turning thinking around in this way, it becomes apparent that the ‘disability’ arises as a result of the existence of barriers in, for example, housing provision, work, access to health services, domestic and social life, travel, culture, leisure, societal and individual attitudes. The main barriers are often identified under broad headings: physical environment barriers communication and information barriers institutional, administrative and organisational barriers societal culture and attitudinal barriers. 25 A Truly Inclusive Approach This focus on dismantling the barriers rather than changing the person makes the social model highly relevant when addressing other areas of disadvantage and discrimination. It is helpful for describing many of the barriers experienced by other marginalised groups or individuals, for example, people from black and minority ethnic communities, people from the gay, lesbian, bi-sexual and transgender communities, people who experience age discrimination, among others. And, of course, disabled people, carers and others who use support often identify with more than one of these groups. For example, disabled people, carers or others who use support who approach traditional services for them may find, if they are gay, are from a black or minority ethnic background or from another oppressed or disadvantaged group, that the culture of the organisation from which they seek support in relation to their impairment discriminates against them on the basis of these issues. Applying basic principles of accessibility, inclusion and equality in relation to all groups that experience oppression and discrimination can enable people to avoid a “them and us” approach, which sees some people as different and therefore as problems to be dealt with. Instead this inclusive social model approach asks people to consider what barriers exclude people and how they can be removed.9 “The social model is, after all, about disabled people speaking for themselves and saying how society is disabling them. The experience will be different if you are black, an ethnic minority, lesbian, gay, or a woman and this needs to be taken into account.”10 “We need to ‘emphasise the ordinariness of our lives - show that we are just ordinary people living ordinary lives. We are not special.’ Being ‘ordinary people’ means challenging traditional attitudes to disabled people as medical cases and objects of charity and care, pity and protection. People who are seen as in need of ‘care’ or as ‘vulnerable’ are not seen as capable of self determination and full citizenship.”11 26 Impairment is a Reality The social model of disability does not deny the existence of someone’s impairment or condition – for many people pain, fatigue and periods of health ‘crisis’ are a reality, and there are times when people need emotional and personal support as a result of issues arising from impairment. Taking a social model approach, however, means looking for solutions to situations where impairment issues might adversely interact with daily life. Sometimes these can be simple solutions such as providing more comfortable seating arrangements, rest areas, regular breaks from work, meetings or activities; at other times the solutions may be more complex, such as developing flexible working arrangements or changing the way consultations are carried out so that people do not have to be present at a meeting to contribute. Many smaller organisations, including some of those using this Support Pack who are committed to becoming user-led, have been set up as groups which work with people with specific impairments. In the past there may have been a focus on providing impairment-specific advice and information on treatment, care services and condition management. Some are part of larger organisations which also conduct research into treatments and cures for specific impairments and conditions. Most, but not all, of these groups have worked to a medical model of disability – i.e. they focus on managing, and in some cases curing, the impairment or condition.12 Very often disabled people and others who use support find it empowering to have information about their particular impairment or condition, and there is clearly a place for providing that. Even more valuable in the longer term is an approach which moves on from medical and related information, and starts to look at tools for independent living. Examples may include peer support to deal positively with the reality and consequences of impairment, provided in a way which helps people to identify specific, external barriers which prevent them living the life they want. Supporting people to develop knowledge, skills, information and strategies to tackle those barriers, provides them with tools for independent living. In talking about impairment, it is important to note that some individuals or groups may not consider their conditions, situations or circumstances as impairment (or ‘disability’). For example, people in the Deaf community often identify with the concept of external barriers to participation but would not consider the fact of being deaf as having an impairment. 27 Dismantling The Barriers External barriers can be removed, very often impairment or condition cannot be. Taking a social model approach is about developing an action-centred way of working towards dismantling barriers for individuals and groups, and creating a more inclusive society. “The [social model] approach does not suggest that a person needs ‘rehabilitation’ in order to exist in an inaccessible world. It says that the world needs adapting in order to accommodate the disabled person. This is central to independent living philosophy.”13 Using the broad heading of barriers identified earlier, some examples include: Physical environment barriers – It is not just wheelchair users or people with mobility issues who experience environmental barriers. In addition to obvious examples such as barriers created by steps, stairs, lack of lifts, heavy doors, narrow doorways, heights of desks, work surfaces, notice-boards, information racks etc., environmental barriers are also created by unsuitable floor coverings, reflective surfaces and mirrors in inappropriate places, poor lighting, difficult way-marking and directions, bad acoustics and other things which may affect people with sensory and/or neurological impairments. In a broader sphere, physical and environmental barriers exist in relation to transport, housing, access to leisure facilities and many other areas. Communication and information barriers – Assuming that everyone accesses information in a standard format and communicates through the spoken word will automatically create barriers. In various situations, information needs to be presented in various accessible formats (standard and large print, easy read format with pictures, electronically, on audio tape, with BSL interpretation and in Braille are some of the common formats) and websites should be made accessible. Numerous guides exist to producing information in accessible formats and ensuring that websites comply with access standards.14 Various methods of communication support (such as British Sign Language or Sign Supported English interpretation, lip-speakers, note takers, one to one communication support) are ways of dismantling barriers. 28 Institutional, administrative and organisational barriers are those which are potentially created by rules, regulations, policies, practices and procedures which impact negatively on disabled people, carers and others who use support. Inflexible ways of operating (‘this is the way we have always done it’) will inevitably result in barriers for some people. For example, barriers can arise when: a complaints or feedback procedure requires someone to put their comments in writing to start the process; an information service only operates by telephone; events do not allow sufficient time for input from people who take longer or need support to communicate; information for meetings is not circulated well in advance (in appropriate formats for participants); disempowering language is used in organisational literature; procedures for adapting homes or providing technical equipment are lengthy, involve numerous agencies and limit choice etc.. Equality Impact Assessments are a formal way of looking at whether there are barriers of these types in the organisation, but if everyone in the organisation develops an understanding of, and sensitivity to, barriers, they can be identified and tackled on an on-going basis. Societal culture and attitudinal barriers are those which are created both by wider society and individuals. For example, the stereotypes, prejudices or assumptions about disabled people’s lives which operate at an individual level, have resulted in cultural barriers. Disabled people are still frequently perceived as being in need of care, pity, protection and sympathy. Patronising attitudes at an individual and societal level have contributed to barriers to a truly inclusive society and achieving full civil and human rights for disabled people. The assumptions about disabled people’s lives which are made when there is no input from disabled people, carers and others who use support can lead to very practical barriers, such as a shortage of accessible toilets with adult changing facilities; lack of sub-titling on films and television; complex and discriminatory procedures for disabled people wanting to move to another area of the country, etc. The Social Model Underpins Independent Living The social model of disability is the foundation of independent living. Organisations which are involved with, for example, work around individual budgets will find that operating to the social model will be vital for supporting service users. Self assessments and support planning can then concentrate on how people will achieve the outcomes they wish and in that process tackle any barriers which may exist to achieving those outcomes. 29 Meeting The Design Criteria 2: Equality, Diversity and Rights A number of the Department of Health’s design criteria for User-led Organisations (ULOs) relate to diversity and rights. These are: DC3. Promotes people’s human and other legal rights. DC7. Is non-discriminatory and recognises and works with diversity in terms of race, religion and belief, gender, sexual orientation, disability and age. DC18. Identifies the diverse needs of the local population and contributes to meeting those needs. This chapter outlines some of the issues which organisations need to address when considering how they meet the relevant criteria and provides some examples for doing so. Harnessing Diversity The diversity and inclusiveness of a ULO is a source of strength and will enhance its credibility and standing in the community. It should therefore be a key aim of all ULOs. “In a landmark lecture, Baroness Jane Campbell (2008) spoke of the dangers of not being alert to ’the diversity of the characteristics and experiences of disabled people, and to the causes of the barriers which prevent equality’. She talked of the risk presented by the ‘overly narrow representation of disabled people... which denies the complexity of people’s lives, the multiplicity of their identifications, and the cross-pulls of their various affiliations. The rich diversity of disabled people has too often been reduced to the wheelchair symbol’.”15 In other words, disabled people, carers and others who use support come from all sections of the community and a ULO which is truly representative needs to involve a wide range of people in all parts of the organisation. It is not sufficient to say that people from, for example, black and minority ethnic communities do not apply for membership, or come to meetings – it is important to reach out actively to those communities which are currently under-represented. Only by going out to different communities, asking questions and getting feedback, can a ULO ensure that it is not creating barriers to involvement and is actively engaged with topics relevant to all sections of the community. 30 Similar issues may arise with ULOs as with traditional services for disabled people, carers or others who use support. People may find, if they are gay, lesbian, bi-sexual or a transgender person, are from a black or minority ethnic background, a young person or an older person, that the culture of the ULO discriminates against them on the basis of these issues. Having a broad range of people from all communities involved in the organisation and its decisionmaking structures will ensure a continuous dialogue and constant input from different perspectives which will enrich the organisation. Impairment Diversity, Community Diversity The challenge is also to consider diversity within impairment and think about how the organisation responds positively to that. How does an organisation primarily focussed on, for example, supporting people with visual impairments make itself relevant to a young black person with a visual impairment and a learning difficulty? Issues such as: ensuring the use of inclusive language having a variety of different types of activity that will appeal to a broad range of people maintaining an awareness of current topics relevant to specific groups16 which might warrant a local event or information in publicity or a newsletter having strong links with other local groups and organisations of minority communities ensuring there are systems for individuals to feedback issues of concern to different communities with suggestions for campaigns or activities monitoring who is involved in the organisation (staff, management committee/board, volunteers and members/service users) and actively using that information to address areas of under-representation having activities and discussions within the organisation which help to define who ‘belongs’ – who is ‘us’ and who is ‘them’17 are all examples of ways in which the ULO can make itself relevant and responsive to different communities. A number of ULOs have, for example, identified the need to engage a greater number of younger people in decisionmaking structures and different areas of the organisation and have developed on-going programmes to support young people to be more involved.18 31 It is important to operate on the basis that people involved in the organisation will have complex social, personal and political identities. It has been suggested that “Britain is not only more diverse than ever before but that diversity itself is growing more diverse. Today, identities are more complex and fluid than they used to be … there should be three wider aims for the future: recognise and harness diversity, create equality and challenge discrimination”.19 A ULO which understands that and applies principles of accessibility, inclusion and equality in relation to all groups that experience oppression and discrimination will be more likely to succeed in achieving diversity within the organisation. This can enable people to avoid “them and us” language and approaches, which sees some people as different and therefore as problems to be dealt with.20 A “Rights” Based Approach The achievement of equality in society, full civil and human rights has long been the aim of disabled people of all ages and backgrounds. In its Independent Living Review, the government states that it is “committed to delivering on full and equal citizenship for disabled people and sees independent living as being part of the way we advance this. Independent living enables disabled people to fulfil the roles and responsibilities of citizenship”.21 In order to do this, disabled people, carers and others who use support will need information and advice to identify and understand political, social, economic and personal rights. They also need to know how to get support, when appropriate, to exercise those rights. The Department of Health’s policy paper on ULOs explains that “promoting human and other rights is an important feature of ULOs. Examples of how it might be done include supporting people to have their human rights met under the Human Rights Act 1998, and working with people to exercise their rights as citizens, e.g. through participating in democratic processes like voting in elections, or enabling them to access services, benefits and community resources”.22 Fairness, Equality, Dignity And Respect “Human rights place authorities in the UK – including the government, hospitals and social services – under an obligation to treat people with fairness, equality, dignity and respect. Human rights are not just about the law. The Human Rights Act influences the way public services are delivered. [It] says that providers of public services, such as staff at residential homes, educational bodies or hospitals ... must make sure that they do not breach people’s human rights. The Human Rights Act works alongside the Disability Discrimination Act and other laws to make sure that disabled people are treated with respect for 32 their human rights, particularly when receiving public services. The rights contained in the Human Rights Act belong to everyone – it does not contain any rights specifically for disabled people. However, the general principles in the [Act] are relevant to several issues which many disabled people face. [It] therefore provides an important tool for disabled people to use to challenge discrimination and unacceptable treatment.”23 Some of the key areas of the Human Rights Act which have been successfully used by disabled people include the right not to be tortured or treated in an inhuman or degrading way the right to respect for private and family life, home and correspondence the right to life. A report from the British Institute of Human Rights includes 16 cases in which the Act has been used to protect people’s rights. Examples include a disabled man who challenged the decision that he could not have a support worker with him in a gay pub, and a couple with learning difficulties who used the Act to stop the use of CCTV cameras in their bedroom as a way of assessing their parenting skills.24 As the Department of Health document quoted earlier states, citizenship and rights is also about ULOs supporting people to get access to (local and national) democratic processes. This includes voting in elections, taking on public office or taking part in public consultations, particularly those affecting local services and facilities. Involvement in the activities and decision-making processes of the ULO itself will build confidence and skills for disabled people (of all ages), carers and others who use support to participate in the wider community should they wish to do so. Each ULO should be working to ensure its constituency gets equal access to services, benefits and community resources as a matter of right. The Disability Discrimination Acts play a key role in enabling disabled people to challenge discrimination in employment and access to goods and services, and this will continue with the Equality Act 2010 which brings together existing antidiscrimination law.25 The law gives disabled people26 protection from discrimination in applying for, getting and staying in work and in getting access to ‘goods and services’ of all types. 33 Employers and service providers have duties to make ‘reasonable adjustments’ to ensure that disabled people are not unfairly disadvantaged. Such adjustments can include changes to buildings and premises, and also covers changes to practices, policies and what are called ‘auxiliary aids and services’. Examples include providing induction (hearing) loops, information in accessible formats, staff to assist people, provision of sign language interpreters or making websites accessible for people who use screen-readers or other assistive technology.27 ULOs should play a role in informing their constituency of their rights under equality legislation, using the law as a lever when working with local employers and service providers (from all sectors). They should play an integral role locally contributing to Disability Equality Schemes and duties. With Rights Come Responsibilities Just as ULOs work with their constituents to promote the legal, civil and human rights of those constituents, so ULOs may need to remind those involved with the organisation about the responsibilities that go alongside those rights. As a ULO develops a more diverse constituency, people within the organisation may find themselves working alongside people from different communities and with very different life experiences to their own. The ULO must ensure that there is a shared understanding that each person has equal rights to be treated with respect, courtesy and non-judgementally. As people engage with the organisation and make their own contribution, so they should recognise the right of others to do so too and not be an obstacle to the participation of others. This may mean work with staff, Board members, volunteers and service users to help them to acknowledge and take responsibility for possible prejudices, values, beliefs or other things which may affect their attitudes to others. In developing individual and collective knowledge of rights, those involved with the organisation have a responsibility not to violate the rights of others. As individuals develop confidence in relation to asserting their own rights, so they can promote and champion the rights of others. 34 Meeting The Design Criteria 3: The Organisation’s Constituency A number of the Department of Health’s design criteria for User-led Organisations (ULOs) relate to the involvement of an organisation’s ‘constituents’ – its service users – who might be disabled people, carers or others who use support. These are DC4, DC9, DC12, DC13, DC19 and DC20. These are that a ULO: DC4. Is shaped and driven by the initiative and demand of the organisation’s constituency DC9. Engages the organisation’s constituents in decision making processes at every level of the organisation DC12. Has a minimum of seventy five per cent of the voting members on the management board drawn from the constituency of the organisation DC13. Is able to demonstrate that the organisation’s constituents are effectively supported to play and full and active role in key decisionmaking DC19. Is accountable to the organisation’s constituents and represent their views at a local level DC20. Supports the participation of its constituents in designing, delivering and monitoring the organisation’s services The chapter ‘Essential Features of a User-led Organisation: The Department of Health’s Design Criteria’ sets out and explains the 21 criteria in full. This chapter considers some key areas that an organisation should consider in its work towards meeting the design criteria relating to the involvement of its constituents and contains a message powerfully conveyed by a developing ULO: “If you do the same as you’ve always done, you’ll get the same results; you will need to work in different ways to attract new people from different communities, backgrounds, support needs or different ages.”28 The chapter includes some guidance on initial steps, some principles around involving service users – examples from other organisations of ‘thinking outside the box’ and considering new ways of carrying out some decision making activities, ideas on training, mentoring and meeting people’s access needs. 35 Initial Steps Once an organisation has taken the initial commitment (at management committee or board level) to become a ULO, there are a number of steps which it may need to take in the process of fully involving its service users at all levels and in all areas of work, including decision making. These include: Mapping the current situation relating to representation of service users at management committee or board level, amongst employed staff (including representation at management level), amongst volunteers and others involved with the organisation. Identifying the priority area(s) for action (where service users are least represented) and develop an initial action plan to address the underrepresentation. Widely advertising to service users the organisation’s commitment to increase the involvement of its constituents in the running and decision making processes, and invite those interested in participation to come forward. This will need to be done in a number of different ways, and over a period of time, in order to contact and engage with people who are less likely to respond. The initial action plan for moving to fuller involvement of service users should be reviewed by those disabled people, carers and others who use support as they will be able to contribute from their own experience and develop the action plan. Carry out an audit of skills necessary at different levels of the organisation to identify where support, training and mentoring might be needed to equip service users to play a more effective role. Involving Service Users Developing the capacity of an organisation’s constituency to shape, develop and influence the organisation’s activities and direction will take time and commitment, particular where this is a new area of work for an organisation. The transition to achieving 75% of voting members of the management committee or board may take some time if the organisation needs to finds ways to pass on the knowledge and expertise of those involved in the organisation who are not representative of the constituency. This should be seen as a positive process of empowerment for those disabled people, carers and others using support who are taking on new roles within the organisation. 36 Just as – in the wider social and political context – ‘inclusion’ does not mean simply the ‘integration’ of people into existing systems, so that is true in the process of the development of people’s skills and confidence to take a greater role in a ULO. In other words, it will necessary to challenge the way things have been done in the past in the organisation and adapt some activities and processes to suit the diversity of individuals involved. It is accepted that there will always be a need for a degree of formality in some decision making processes because of the legal requirements of operating an organisation, but even these can be made more accessible and less intimidating. For example, meetings are not the only ways to contribute – other methods need to be developed for those who are not able or motivated to attend or participate in formal meetings. It is essential, however, for a ULO to show that contributions made in settings other than traditional meetings have an equal influence on the organisation’s management and direction. Doing Things in New and Creative Ways Doing things differently and more creatively may require inputting resources in new ways – it may not necessarily require more resources, just thinking about how to use existing resources in other ways to achieve the greater involvement of disabled people, carers and others who use support. The use of smaller sub-groups where proceedings can be less formal, more participative, more workshop-style has been effective in some organisations. These range from smaller, closely engaged face-to-face sub-groups to wider email distribution groups for options appraisals and ‘lighter-touch consultations’.29 Methods of engagement chosen by disabled people and carers in some organisations have also included: Group meetings Telephone conversations By commenting on a website Email or online surveys Working 1:1 with an experienced mentor By minicom Working in a small group with an experienced mentor By fax In writing Using Instant Messenger software Utilising virtual groups in line with the Virtual CIL model30 37 To ensure that sub-group work is consistent with organisational policy and objectives, having one member of the Board working with each group or having a member of the sub-group co-opted onto the Board can be effective for achieving this requirement. The aim should be for the continuing development of the skills, knowledge and confidence of people who wish to become more involved in different areas of the organisation and its decision making structures. In some cases, this may require a gradual, planned process of introducing people who have no experience of involvement in organisations to the idea of meetings, terminology, working as a group etc. – an informal induction process that takes place even before ‘participation training’.31 Design criterion 20 talks about a ULO supporting the participation of its constituents in designing, delivering and monitoring the organisation’s services. This indicates that activities such as annual reviews or reports, setting organisational goals or objectives and developing future action plans and priorities, for example, should all actively involve the disabled people, carers and others who use support who are part of the wider organisation. Training Different types of training should be considered as part of this process of engaging effectively with the organisation’s constituency, including: Governance training for management committee members. Trustees or Directors of an organisation must be knowledgeable about the key governance issues involved in running their organisation, such as roles and responsibilities, financial issues, etc. This sort of training and support can be accessed through mainstream sources such as Councils for Voluntary Services (CVS), and further information is given in the chapter “Running a Sustainable Organisation: Sources of Training and Support”. Leadership training for management committee/board members and management staff Equality and diversity training for management committee/board and staff members. This should always be delivered by people who have direct experience of the issues affecting particular sections of the community. There are resources within this Support Pack outlining the training which has been delivered to trustees, management staff and service users of organisations which took part in the ULO Demonstrator Site pilot project in early 2010. Mentoring training for individuals with different roles in the organisation who have skills to coach and mentor others into new roles 38 A variety of types of participation training for service users, concentrating on the social model of disability, meeting and working-in-groups skills and effective participating in decision-making processes Mentoring, Coaching and Buddying Mentoring or ‘buddying’, matching a new or less experienced person with someone who has more experience (and has received appropriate training), can be a highly successful method of developing skills (both of the mentee and the mentor). For some individuals the mentoring or buddying may only need to be short term; for others it may be appropriate for them to have a longer term mentor or buddy, for example where someone with learning difficulties or an intellectual impairment has become a member of the management committee or board and needs additional support to engage with some of the processes of decision making. Meeting People’s Access Needs A key element of enabling people to effectively participate in organisations – whether at board level, as members of staff, volunteers or service users – is meeting their access needs. Different sections of the community will have different needs and ‘access’ is used in a very wide sense, not just about ease of using the built environment. Some examples may include: Communication support (such as a sign language interpreter or palentypist). Information in different formats (such as large print, Braille, audio or easy read). The need for regular breaks. The chapter “Checklist for Organising Accessible Events” gives further information on issues for consideration in order to meet a range of access needs for different sections of the community. Disabled people who are employees of the organisation can only perform their jobs effectively if their access needs are met. Many disabled people may be entitled to support from the JobCentrePlus’ Access to Work scheme, which may be able to meet additional costs of equipment, adaptations to the workplace, support workers, transport to work (or training and support for public transport use), among other adjustments.32 39 Being an Ally Disabled people acknowledge and value the support of non-disabled people and carers in the move towards full human and civil rights and greater participation in family and community life and society. The combined knowledge, expertise and experience of disabled people, carers, others who use support and non-disabled people are powerful tools for change. One disabled champion of inclusion has powerfully described ‘How to be an ally’: “The truth is this: We do need you - not to be ‘experts’ or managers of our lives, but to be friends, enablers, and receivers of our gifts to you. We need you to admit cheerfully what you don’t know, without shame; ask us what we need before providing it; lend us your physical strength when appropriate; allow us to teach you necessary skills; champion our rights; remove any barriers previously set in place; return to us any power you may have over our lives. We may also need you to remind us of our importance to the world and to each other at times of tiredness and discouragement. We can live without patronage, pity, and sentimentality, but we cannot live without closeness, respect and co-operation from other people. Above all, we need you to refuse to accept any ‘segregation’ of one group of humans from another as anything else but an unacceptable loss for all concerned.”33 In Conclusion... For many organisations, the full engagement and involvement at all levels of disabled people, carers and others who use support may require some fundamental changes in thinking. “Organisations, of whatever type, share a common condition. They are made up of individuals. People are complex, often unpredictable and it can be difficult to direct behaviour. In effect organisations don’t develop and change – people do. When people are asked to work in different ways there can be little real change in external behaviour unless their can change their thinking. They need to be able to look outwards and inwards.”34 40 Meeting The Design Criteria 4: Carers, Networks, Partnerships This chapter deals with two of the Department of Health’s design criteria (DC) for User-led Organisations (ULOs) – DC8 says that ULOs should recognise “that carers have their own needs and requirements as carers”. Secondly, DC6 says that ULOs modelled on Centres for Independent Living (CILs) should cover “all local disabled people, carers and others who use support either directly or via establishing links with other local organisations and networks”.35 This Support Pack is being used primarily by smaller ULOs. Together they are part of that local network which covers a broad constituency and a wide range of services. This chapter highlights some key issues for networking and partnership, and outlines thinking about the involvement of carers in ULOs, all of which should provide background information for ULOs. Carers The Department of Health recognises that for some disabled people’s organisations, “the involvement of carers in ULOs is a contentious one. There is a perception that, historically, disabled people and carers requiring resources and support have been pitched against one another, with both groups feeling that they have to compete to have their needs and entitlements met at the expense of the other”.36 In addition, some disabled people and disabled people’s organisations have tried to distance themselves from the language of ‘care’, whether that is familybased, unpaid, informal care or from professional, paid ‘carers’. In developing the agenda of choice and control over their own support and who provides that, they have developed preferred terminology (such as ‘support’, ‘personal assistance’). Disabled people have also re-examined relationships with family and friends without the complications of ‘burden’, ‘guilt’, ‘over-protection’ and similar negative issues which can sometimes arise in the ‘carer’/’cared for’ arena. The reality of ‘who is a carer?’ is of course far more complex as “many disabled people are also carers and for some groups like older people, people with learning disabilities and those from black and minority ethnic communities, the split between ‘carer’ and being a disabled person or a person who uses support is difficult to disentangle. Indeed some disabled people and other people who use support would argue that carers are important allies. For people described as having ‘profound’ and ‘complex’ needs carers have often played a key role in advocating on behalf of the individual.”37 41 As the Department of Health policy document goes on to say, “It is important to accept that disabled people and other people who use support often have different issues than those faced by carers. However, they are not inherently competitive by nature. There needs to be room within ULOs for different interest groups to collaborate and work separately where necessary so that the interests of all groups are accommodated without anyone feeling compromised. The fact that someone is a carer does not preclude them from having a strong commitment to independent living and the social model of disability. Some important partnerships have been developed where disabled people and carers have worked together on common areas of concern or interest, but also been very clear about where the differences between them lie and work separately on those areas.”38 The Needs Of Carers Carers have their own needs in relation to peer support, advocacy, direct payments, information, advice, user involvement, etc. The constituencies of most ULOs will include carers (since, as mentioned above, disabled people of all ages and others who use support may also be carers). In East Sussex, Care for the Carers is the key source of information and organisation specifically representing carers’ interests. Its aims are: to empower carers to be involved in decisions and making choices that affect their lives to ensure that carers are recognised and valued to inform carers of their rights and help them to access the services and support to which they are entitled to enable carers to acquire skills, knowledge and understanding of their role as a carer to enable carers to access a good quality of life within and outside caring (to include health and well-being, leisure, education and employment). For other ULOs, if they have a broad constituency of people who identify as carers, disabled people and other people who use support, then carers are likely to be part of the decision-making process. Where an organisation comprises different groups of people then all those groups have to sign up to the values and characteristics that are set out in the ULO design criteria. 42 A Local Network of Organisations In order to meet the Department of Health’s design criterion requiring covering of all local disabled people, carers and other people who use support, ULOs will need to look at forming positive alliances and links. A network of local ULOs will be able to provide a variety of types of support for a wide range of people. This network will be made up of organisations whose constituents identify primarily as: Disabled people (with all types of impairment including people with mobility impairments, people with brain injury, neuro-diversity etc.). Carers. Older people. Mental health system survivors. People with learning difficulties. Parents of disabled children. Deaf people. Blind and vision impaired people. Personal assistance users. Young disabled people.39 It is envisaged that the network of ULOs in the area would be connected together by common aims, based on the 21 Department of Health design criteria and therefore sharing similar values. As many smaller organisations in East Sussex are impairment-specific in their focus, as ULOs they will need to work actively, either individually or via local alliances or wider networks, to establish working relationships and ensure the needs of different groups are appropriately met.40 In order to ensure that the community is provided with appropriate support for independent living, the services provided by ULOs should include services, support and activities that are central to CILs, across the whole spectrum of ULOs. By feeding into, and working with, a larger, local pan-impairment CIL, the constellation of organisations can enrich and strengthen the services available to local disabled people, carers and others who use support. It can also ensure some specialisation, where appropriate. The combined services of the network of ULOs should cover: Direct payments/individual budgets support service. Advice and information. Peer support and counselling. Disability equality training. Consultation and involvement (for example, work with public sector organisations on their Disability Equality / Equality Duty, including consumer audits). Housing support services. 43 Advocacy and self-advocacy. Access audits. Employment support projects. Support to recruit and employ personal assistants (which may be separate to direct payments/individual budget support).41 Technology allows for ULOs working together (whether or not a pan-impairment CIL exists locally) to have a strong internet presence as a gateway to a ‘Virtual CIL’42. Not all disabled people, carers and others who use support have access to the internet, so it is vital for ULOs to continue to provide activities and services in traditional ways. Some of the advantages of strengthening and combining internet resources have been identified as: Information and resources being available 24 hours a day, 7 days a week. Information being available in a range of different formats, for example in spoken podcast, or videocasts in British Sign Language. A single-entry point to all ULO services that enables a disabled person, carer or someone else who uses support to build their own network of information or support. An easily and cheaply updated reference point for service users and organisations alike. Access to information and resources from almost any location. Providing ways that enables people to access peer support, including reviewing services, sharing information and asking/answering questions.43 Principles For Working Together Working as a network of ULOs looking to provide the best services and support within the community, partnerships and alliances may, at times, need to be more formal (such as when two or more ULOs put in a joint bid to provide services). Partnership will require groups and organisations to maintain some key principles such as, Accountability all work should be able to stand the test of scrutiny by the public, the media, charity regulators, members, stakeholders, funders, Parliament and the courts. Integrity and honesty (operating to the highest standards of personal and professional integrity). Transparency (maintaining an atmosphere of openness and cooperation). Legal compliance (adherence to the law and charity regulations and guidance). Commitment to equal opportunities and diversity issues.44 44 Meeting The Design Criteria 5: A Sustainable Organisation Several of the Department of Health’s design criteria for User-led Organisations working with disabled people, carers and others who use support (ULOs) relate to running a sustainable organisation. These are: DC11. Is a legally constituted organisation. DC14. Has a clear management structure. DC15. Has robust and rigorous systems for running a sustainable organisation (e.g. financial management/contingency planning). DC16. Is financially sustainable as there will be no ongoing central government funding. DC17. Has paid employees, many of which must reflect the organisation’s constituency. The government’s “Life Chances” report is clear about disabled people being at the heart of the initiatives put in place to achieve disabled people’s equality by 2025. One of the ways in which this vision should be achieved is through ULOs. “The capacity within these organisations [Centres for Independent Living / Userled Organisations] should be increased to enable them to play an effective part in supporting disabled people to achieve independent living” and “Local [ULOs] will be a vital part of the implementation of a new approach to supporting independent living. Funding for the services provided will come from Service Level Agreements with health, social services, DWP and other agencies, and from spot purchasing of services... “. 45 Sustainability If ULOs are to be employers, be commissioned to provide services or take on other activities like training or consultancy, they need to be legally constituted organisations with appropriate infrastructures to undertake those (and other) activities. ‘Sustainability’ – being a strong, effective organisation that has a long-term future – is an important factor for any ULO which wishes to provide consistent, reliable and high quality services to its constituents and attract funding. The Board of Trustees or Management Committee should recognise this in all its activities. Some organisations, particularly those that are smaller or newly established, may need help with various aspects of setting up, developing and running the ULO, including (but not exclusively): advice on options for different types of organisational structure (charity, community interest company, social enterprise etc.) and the legal framework for operating constitutions, governance and leadership recruitment, training, management and retaining paid staff 45 systems for effective financial management identifying sources of funding working with volunteers engaging with local networks and partnership initiatives, etc. This chapter covers the main sources of such support for organisations in East Sussex and some general on-line sources. Councils for Voluntary Service A key source of support for local voluntary (or ‘third’) sector organisations are Councils for Voluntary Service (CVS). They “aim to enhance the quality of life of people in their local area by promoting the principle and practice of voluntary action by both individuals and organised groups and by supporting the development of local initiatives to meet community needs, by: providing services that help voluntary and community groups operate effectively and deliver quality services identifying local needs and working with communities and other agencies to develop appropriate action developing effective networks and collaboration between organisations and groups working within the community enabling voluntary and community sector views to be represented in an effective and accountable way ensuring that the voluntary and community sector can work in strategic partnerships with other sectors.”46 There are three Councils for Voluntary Service in East Sussex, which provide a range of services to organisations. To be eligible to use CVS services, an organisation must support the overall aims of CVS, and be a charitable, not-forprofit organisation with a written constitution and its own bank account. Support can also be provided to new organisations to help them develop a constitution and basic accounting procedures in order for them to fulfil the criteria for membership of the CVS. The CVS in East Sussex aim to provide a consistent service across the county, but you do need to check with your local CVS what they can offer. All CVS in East Sussex can be contacted by telephone, e-mail, via the website or in person. Face-to-face meetings can be organised where appropriate. Contact details for all local CVS are in the appendix. 46 Support on Governance and Management Structures There are a number of different structures that a ULO could choose (for example, a charity, social enterprise, limited company or Community Interest Company)47. Whichever structure is chosen, the important factor is that the organisation will be legally constituted, which reduces the liability of those managing it. This is particularly important in relation to employment of staff and contracts for services, as those who manage the organisation will be legally responsible for those employees and the activities of the organisation. Boards and management staff should be trained in the different aspects of running a sustainable organisation, especially in legal and financial matters. As well as help for new groups to get started, CVS can provide information, advice and training (which is free as far as possible) to existing organisations on organisational and financial management. Support includes help and training around writing a constitution and skills needed to run a management committee. ULOs should have a constitution that reflects key elements of the Department of Health design criteria for ULOs. The CVS have a number of standard constitutions which they can adapt and ULOs should ensure their constitution includes commitment, for example, to the underpinning values of the social model of disability, promoting independent living, being peer support based and having a majority of the management committee drawn from the constituency of the organisation. CVS will also signpost to other sources of training from different providers. Local Enterprise Agencies run training courses on employment law, financial management and other areas related to running a sustainable business. The chapter “Sources of Support for Organisations” provides contact details of local Enterprise Agencies and other training providers. Independent examination of accounts is also available for small groups, but if an organisation’s accounts need to be audited, this must be carried out by a qualified auditor of accounts. The local CVS will be able to provide information on when this is necessary. Support on Staffing the Organisation ULOs need to employ disabled people as well as having them as volunteer board or committee members. Although volunteers play an important role in the operational activity of organisations, relying solely on volunteers can leave an organisation vulnerable and will limit the opportunity to bid for contracts. People will volunteer their time for a number of different reasons, for example to gain work experience or to support a particular area of work that is important to 47 them. Of course, volunteers can ultimately choose whether or not to give their time to the organisation and at times may have other commitments in their lives to which they need to give a higher priority. If the organisation relies solely on volunteers and those volunteers leave, they will take their expertise with them. Volunteers should complement the services provided by paid staff, rather than run the entire organisation. Many organisations are totally reliant on volunteer support at the start, but funding should be sought at an early stage to provide the finances to employ paid staff. Having paid employees will be seen by funders and commissioners of services as a means of continuity for the organisation. Organisations need to be aware of employment legislation and the local Enterprise Agency can provide information on sources of support in this area. Some of the on-line resources in the final section of this chapter also provide relevant information. Organisations that wish to take on volunteers can make use of the services of their local Volunteer Bureau. All CVS have a volunteer bureau, which can provide recruitment and referral of prospective volunteers to local organisations, local promotion and advertising of volunteering opportunities and guidance on good volunteer management and training. For a ULO it is important to recruit volunteers from their constituency. The volunteer bureau may not be aware of the importance of this issue, or of the values that underpin ULOs, so when working with the local CVS or volunteer bureau, it is vital to set out clearly the requirements for volunteers so that appropriate volunteer placements can be made. Support on Financial Sustainability Uncertainty about funding is a key factor for many organisations so exit strategies should be developed for when funding ends to identify whether funding can be renewed, and if not, whether services can continue in the same way without that funding in place. Limited or uncertain income is often a barrier to the expansion and development of services. A good working relationship with the local authority can help with securing ongoing funding, as can developing positive partnerships with other ULOs to strengthen bids, applications and tenders. 48 CVS can provide information on local and national funding sources and support to apply for specific grants. The support provided is tailored to the needs of each organisation. It will usually take the form of reviewing a funding application form completed by somebody from the organisation to ensure that it meets the specific criteria for the bid. Advice and training is also available to develop the fundraising skills of organisations. Some local funding sources are administered by the CVS, for which they will provide the relevant application forms, normally available in standard print hard copy, as well as in an electronic format such as PDF and/or Microsoft Word. The aim is to make it possible to complete applications electronically, but the accessibility of these forms in this format is not consistent, so you may need to discuss this with the individual funding provider. Other sources of funding, or tendering opportunities specific to ULOs of disabled people, carers and others who use support may be advertised in specialist publications or on websites.48 Support with Representation and Liaison Representation on local partnerships provides an opportunity to engage in democratic processes and influence local policymakers. Community Networks bring together voluntary and community organisations to enable them to be represented on the Local Strategic Partnership and other key partnership bodies. The CVS in each area oversee programmes of support, advice and training for voluntary and community sector representatives involved in these partnerships. Community Networks also organise a number of events during each year, where Board members can bring issues forward to the representatives. The networks provide a formal voice for the sector and feed into SpeakUp, the county-wide voluntary and community sector representational structure. SpeakUp is a countywide forum which brings together people who each represent a significant section of the voluntary and community sector in East Sussex, for example, communities of place (e.g. Lewes District), communities of interest (e.g. older people) and communities of identity (e.g. disabled people). 49 The SpeakUp Forum aims to: Support groups to have a voice in the county and be a strong partner for statutory agencies Provide representation and influence partnerships, planning and decisionmaking across East Sussex Strengthen networking between groups Develop good practice and training in the field of community representation The work of the SpeakUp Forum includes improving information for groups via the Ask CaSPer website: www.askcasper.org.uk organising bi-monthly meetings for the SpeakUp representatives organising countywide networking events for groups improving the exchange of information between the networks using newsletters and e-bulletins49 All events organised by the Community Networks and SpeakUp are free and encourage voluntary and community sector organisations to network and share experiences and good practice. Event organisers should always ask participants about access needs, but may not know how some barriers to participation can be removed. ULOs will need to be specific about access needs, for example in relation to venues, information provision, communication and the structure and conduct of events. Feedback to organisers about how access needs were or were not met is useful for planning future events and ensuring continuing improvements to inclusion. ULOs need to ensure that all its constituents have the opportunity to get involved in the kind of networking events described above. Some people will need to develop the skills and confidence needed for such activities. Training and support for this is available through East Sussex Disability Association’s Participation and Engagement training programme, which was developed to complement the work of the East Sussex Disabled People’s Participation Group. Information All CVS publish, in standard print and on their websites, a directory of local voluntary and community resources, where organisations can advertise their services. A regular newsletter is published in each area, in standard print and on the CVS websites, with other bulletins also available, normally sent out by email. 50 Community Interest Companies and Social Enterprises The government’s national Business Link service has information on its main website about setting up as a Community Interest Company www.businesslink.gov.uk and there is specific regional support available from www.businesslink.gov.uk/southeast/ Information on and for Community Interest Companies can be found at http://www.cicregulator.gov.uk/ and information pack can be downloaded http://www.cicregulator.gov.uk/CICleaflets/CIC%20INFORMATION%20PACK% 20V00.04%20Final.pdf “Capacity Building” For Disabled People’s Ulos Disability LIB provides individually tailored assistance to help disabled people’s organisations become sustainable ULOs. It is an alliance of seven organisations with expertise to support, mentor and coach other organisations through the process of set up, development and/or expansion into or as a ULO. It can provide funding as well as ongoing support, and has partnerships with other organisations which can provide long-term sustainability and capacitybuilding support. For example, from March 2010, Disability LIB is working with the charity Pilotlight. “Pilotlight brings together skilled professionals from the private sector and harnesses their talents to help small to medium-sized charities and social enterprises tackling disadvantage. Pilotlight provides a uniquely managed capacity-building process that supports organisations in exploring their vision and giving them the skills to make it happen.”50 Organisations can register online for a Capacity Building Assessment and use toolkits and resources developed by the partner organisations. Other Local Support Longer established organisations in East Sussex which have been working in the area of disability equality as User-led Organisations can also be a source of support for newer or smaller organisations. East Sussex Disability Association (ESDA), for example, has experience of the transition to becoming a ULO and is a key local partner and source of expertise in this area. 51 Online Resources Listed here are some other on-line resources and your local CVS can provide links to more. Note that they provide ‘mainstream’ support, not specifically for ULOs of disabled people, so they may not always demonstrate best practice in accessibility and inclusion. National Council of Voluntary Organisations http://www.ncvo-vol.org.uk/advice-support Change Up programme website: http://www.changeup.org.uk/overview/introduction.asp - not now being updated, but containing useful information and links; the programme is now run by CapacityBuilders http://capacitybuilders.org.uk/ - the government agency responsible for improving the advice and support available to frontline voluntary sector organisations. KnowHow Nonprofit http://www.knowhownonprofit.org/ Improving Support http://www.improvingsupport.org.uk/about.aspx provides a gateway to a wide range of tools and information Meeting The Design Criteria 6: Improving Commissioning The main criterion addressed in this chapter is DC21. This says that ULOS will works with commissioners to improve commissioning and procurement. Other criteria which are also relevant are: DC19. Is accountable to the organisation’s constituents and represents their views at a local level. DC18. Identifies the diverse needs of the local population and contributes to meeting those needs. The Department of Health suggests that: “ULOs can save money for public bodies by their involvement in preventative work and through new ideas about the best way to provide support and services for disabled people. It is important to build relationships with public bodies, and also for disabled people, carers and other people who use support to be involved in setting specifications for services or designing outcome measures. Evaluation of services should not be based on activity levels, but instead on outcomes”.51 52 This chapter is relevant for all ULOs, whether or not they are (or want to be) involved in tendering to provide specific services. This is because it is important for all ULOs, as part of their accountability to constituents and representing their constituents’ views, to be involved in influencing commissioning and procurement (purchasing) of services by the public sector. For ULOs whose main functions are, for example, campaigning, peer support or social activity rather than direct service provision, their input to improving the commissioning of services can be vital. They will be able to tell commissioners what people are actually saying about their lives so better services are planned.52 This has been well described as ULOs playing a role in moving away from “one-size-fits-all, impersonal, state-designed services for disabled people, [and becoming] directly involved in developing and delivering services that disabled people want and that embody the principles of independence and choice”.53 The Commissioning Context The public sector has, over recent years, been shifting from a grants-based or service-level agreement approach to funding local organisations, to one of commissioning specific services. This means that they set out a specification for the service that they want and invite organisations to submit proposals which describe how they would deliver the service and how much it would cost. User-led organisations which submit a tender to deliver a commissioned service will need to provide good evidence that they are a well-managed organisation which can deliver a quality service for the period of the agreement (generally three years). This is likely to be a much higher standard of organisational professionalism than is required to receive a grant.54 A variety of different support and care providers now work as partners with the public sector. However, it is still a relatively new and developing area and it is important that ULOs which are finely tuned to the needs and aspirations of their constituents influence the commissioning environment. Commissioners within the public sector will need the input of those who use services (or potential service users) to help them think in new and creative ways when drawing up specifications for services. The successful shift away from traditional models of providing ‘care’ services and entrenched patterns of awarding contracts will not happen without strong influence from disabled people, carers and others who use services. 53 It is vital to focus on commissioning types of flexible support which deliver the right outcome for service users – that is, a route to independent living, choice, control over their lives and empowerment. This will deliver value across the board, as it will result in less reliance or dependence on a range of other services. This is a great opportunity for, and challenge to, local ULOs. As one piece of research suggests, “the potential for [ULOs] to be involved in designing rather than delivering services also needs much closer consideration... [ULOs] could play a significant role in helping to establish a genuine commissioning process, based on the views and needs of individual disabled people. This is arguably where [ULOs] can be of most value and could have greatest impact on the equality agenda.”55 Influencing The Process The drive to keep costs down (‘value for money’) has frequently resulted in contracts being awarded to larger organisations that can operate ‘economies of scale’ because they have standard practices and a larger infrastructure already in place. It is vital, therefore, to show that value for money can still be obtained through smaller ULOs by influencing what commissioners include in specifications. There are a number of key areas which should be included in specifications to ensure truly ‘person centred’ services. Many of these determine the quality of the experience which service users have, and are often the ‘added value’ which ULOs can uniquely bring, such as that the organisation: works locally with and for local people has specialist expertise has a track record of highlighting barriers which exist for many marginalised groups and finding innovative ways of overcoming them can provide peer support has the ability to work with ‘hard-to-reach’ groups in involvement and consultation activities (and in partnership with other ULOs can be even more effective in this area). In addition, ULOs often have particular experience in: working with people with a wide range of backgrounds, life experiences and circumstances supporting individuals to take control peer support, advocacy and empowerment an holistic approach to supporting individuals creative thinking and the ability to find imaginative solutions to overcoming barriers for disabled people, such as in employment, access to information, access to services, housing and transport in-depth knowledge of relevant legislation and policy initiatives 54 understanding of how to make information and communications accessible.56 Supporting Ulos as Service Providers It is worth remembering that there is considerable commitment to ensuring that ULOs play a key role in the provision of local services. For example, in 2006 a protocol agreed between NCIL and the Association of Directors of Social Services states that: “ADSS and NCIL continue to recommend to local authorities that they support the development and expansion of local, user-led support services. We strongly recommend that local authorities develop policies that foster a level playing field for disabled people’s and carer’s organisations to compete in the tendering process.”57 In East Sussex itself, the County Council’s Personalisation Bulletin says that ‘A key priority for Adult Social Care is to increase the number of ULOs, which are contributing to the transformation of social care and the introduction of personal budgets’.58 The bulletin goes on to describe developments in support planning and brokerage. “This will include working with individuals and organisations interested in providing these services in partnership with care managers in Adult Social Care. The key focus will be on: local, community-based solutions; promoting social inclusion and wellbeing; and user-led or person-centred approaches”. Improving Tendering Practices Tendering processes can be complex and difficult for smaller ULOs and are often not accessible. Although commissioners in the public sector often have to operate within formal and legal frameworks, they should still be looking at ways to reduce any negative impact of these constraints on different groups in the community (through, for example, Equality Impact Assessments and their Equality Duties). ULOs working with commissioners should lobby for more accessible tendering. Attention should be paid, for example, to ensuring that: timescales are realistic jargon is minimised and documentation is in plain language application processes are made more accessible (including having documentation quickly available in various formats, with accompanying guidance) 55 that requirements for liability insurance are legitimate and proportional to the service. Accountability For ULOs to be credible in their work improving and influencing commissioning and procurement, they must be able to demonstrate accountability to the constituency. Underlining the fact that an organisation is run and controlled by people who represent its constituency, it also needs to have, for example, a variety of effective mechanisms for engagement with its members/service users, in particular those whose voices are seldom heard or whose contribution may have to be made in different ways methods of capturing and recording those views on a regular basis (which may reduce the need for ‘one-off’, special consultation events) ways of communicating those views to relevant bodies, organisations or individuals systems for feeding back to its constituency on progress of issues that have been raised means whereby its constituency can feed into the decision-making processes of the organisation procedures for the decision-makers in the organisation to communicate with the organisation’s constituents. 56 Section 4: Training Disability Equality Training For User-Led Organisations Commissioning Disability Equality Training Disability equality training for disabled people should only be delivered by a qualified disabled trainer who is trained in the social model of disability. Organisations who do not have appropriately qualified trainers should commission this training from an external trainer. East Sussex Disability Association (ESDA) has a number of qualified trainers experienced in delivering training to organisations wishing to develop as user-led organisations, and they can be contacted to discuss your requirements. What Is Disability Equality Training? Disability equality training is under-pinned by the social model of disability and therefore considers the barriers experienced by disabled people in society and positively identifies what organisations can do to remove them. It includes explanation and discussion on issues such as etiquette, customer care and use of appropriate language to aid deeper understanding and engagement. Management Board or staff members may have received disability equality or disability awareness training in the past in the course of their day-to-day job. Providing disability equality training in the context of user-led organisations will assist with looking at the issues faced by disabled people wishing to become involved in their specific organisation and finding solutions to removing those barriers. There are some key differences between disability equality and disability awareness training. What is Disability Awareness Training? Disability awareness training is usually aimed at increasing the confidence of non-disabled people providing services to disabled people and is delivered by non-disabled people. The focus is usually on one impairment such as visual, hearing or mobility impairments. Simulation exercises (such as wearing a blindfold or sitting in a wheelchair) are usually involved, where the aim is to provide participants with an idea of what having a particular impairment is like. 57 Why Do Management Board and staff Members Need Disability Equality Training? In order to look at how an organisation can become user-led, Management Boards and staff need to understand the basic issues faced by disabled people on a day-to-day basis. This will enable them to understand how the practices and procedures that they have in place may prevent disabled people from being involved in their organisation. Why Do Disabled Service Users Need Disability Equality Training? Given that user-led organisations are those which are run and controlled by disabled people, disabled people need to be given appropriate opportunities to become involved in those organisations. They may, however, feel that they do not have the appropriate skills to do this. Participation training is based on the social model of disability. It encourages discussion on the issues that arise for them as disabled people around participating in their organisations, and enables them to gain the skills they need in order to play a full and effective role. Disability Equality Training And User-Led Organisations Disability equality training is more effective and appropriate than disability awareness training. Awareness training does not challenge assumptions and attitudes, which is necessary to support a fully inclusive culture within organisations. Concentrating on impairments rather than barriers may lead participants to believe that disabled people are prevented from doing things by impairment rather than lack of inclusive planning in society. Simulation exercises do not provide a true reflection on the issues faced by disabled people on a day-to-day basis as the experiences are forced and purely temporary. They also encourage stereotypical assumptions. An Example Course Appendix 2 in this Support Pack contains a set of hand-outs used for a course which was delivered to organisation’s Management Boards and service users as part of the East Sussex ULO Demonstrator Site Project in 2009/10. These hand-outs can be used in conjunction with other resources in this Support Pack when commissioning similar training courses for your organisation. 58 Section 5: Mentoring Mentoring For User-Led Organisations This chapter considers the role of mentoring relationships in terms of helping organisations to develop as ULOs, as well as the role of a ULO champion to keep the development work going. The role of mentoring or “buddying” is also discussed in the chapter “Meeting the Design Criteria 3: The Organisation’s Constituency”, in terms of disabled people supporting each other to be involved in decision-making processes in their organisation. The chapter “Peer Support” discusses how peer support operates, or might operate, in organisations. What Is Mentoring? The dictionary definition of a mentor is an “experienced and trusted advisor and guide”. Mentoring is a partnership between two people (mentor and mentee), normally working in a similar field or sharing similar experiences. It is a helpful relationship based upon mutual trust and respect. A mentor is a guide who can help the mentee to find the right direction and who can help them to develop solutions to issues that they are facing. Mentoring can be part of formal schemes or informal arrangements. The Role Of Mentoring In Developing User-Led Organisations As part of the government’s policy initiative to develop and support a ULO in all localities,59 the Department of Health recently funded 13 Action and Learning Sites to explore different means of building the capacity of ULOs. Several sites operated under a mentor / mentee model, where a more established ULO fostered the development of a ULO in an area where such an organisation did not currently exist.60 The use of mentoring in this way is particularly useful in this context, as it allows an organisation who has already been through the journey to develop as a ULO to pass on their experience and knowledge of how they went about that journey. They are able to share their experiences of what worked well for them and what did not work so well. The sharing of good practice is also a key benefit, as well as other useful contacts that they will have developed during their journey to becoming a ULO. 59 There are a number of reports available from the National Centre for Independent Living (NCIL) website, which describe the lessons learned from each of the Action and Learning Site projects. However, as an example of the type of mentoring support provided from a more experienced ULO to a developing ULO, the report “Findings from the project between Choices and Rights Disability Coalition (Hull – Mentor) and Independus (Richmond – Mentee)”61 describes what worked well for the mentor and the mentee, improvements that could have been made by both parties, and lessons learned for each of the organisations involved. In this project, Choices and Rights shared a lot of good information with Independus, by providing a number of key documents (including their constitution, trustee packs and a variety of key policies). They also provided support around setting up of spreadsheets for Independus accounts at a crucial stage of the project. Peer support for the Chair and some committee posts, as well as key advice and support to trustees and volunteers of Independus, were further areas of support. Choices and Rights were also able to ensure that key people at Independus were kept motivated at all times. Independus were keen to keep working in Richmond and in Hambleton. They recognised that the local community saw themselves as 2 separate areas and communities. Independus were determined to overcome this and show that they could represent the whole community. The enthusiasm of the members and trustees was good, despite the fact that setting up a new group from scratch is not easy and that project timescales were an added pressure. Some good partnerships were developed between Independus and both Choices and Rights and Richmond Council for Voluntary Services. They knew what advice and services they wanted to develop, and they enjoyed the ethos that Choices and Rights had, which motivated them to keep on at difficult times. Mentees had a good local knowledge of other organisations, services and the needs of local disabled people. Independus recognised they needed skills training in some areas The East Sussex Ulo Demonstrator Site Project In the East Sussex ULO Demonstrator Site project, participating organisations received support from a disabled consultant from East Sussex Disability Association (ESDA) to help them to develop as ULOs. The consultant also mentored another disabled person, who worked alongside them whilst providing this support. The aim of the mentoring programme was to provide disabled people with work experience, which would improve their employment chances and emotional and economic well-being, as well as to contribute to the development of their knowledge of ULO best practice and support sustainability after the end of the demonstrator site project. Some mentees worked with 60 organisations they were already involved with, whilst others chose to work with a different organisation. Those who were already involved with the organisation had the benefit of knowing how it already worked and were able to contribute their knowledge as a disabled person and one of the organisation’s constituents. Those who chose to work with a different organisation were able to find out how another organisation worked and to take their learning and knowledge of ULO best practice back to their own organisation and use it to support their future development. As well as being a key role in the development of ULOs, the mentees were able to develop their own skills and confidence around contributing to this kind of work. As proved in the Action and Learning Site projects and the East Sussex ULO Demonstrator Site project, both the mentoring and the mentored organisations can learn a great deal from the experience of working in partnership in this way. There will always be challenges during times of developments, and those particularly relevant to developing ULOs are discussed in the chapter Becoming a User-led Organisation: Common Hurdles Faced With Some Possible Solutions to Overcome Them”. However, some useful issues for consideration specifically around developing a mentor / mentee relationship are: Allow enough time for the work to be done and to enable good relationships to be developed. Develop a timed action plan (to be agreed by both parties) of work to be carried out. Be realistic about the amount of work that can be completed by each party in the required timescale. Be honest if there is something that cannot be achieved – this is not a failure; it may just mean things need to be done slightly differently. Develop a relationship with another organisation which is nearby, as this will enable face-to-face meetings to take place more regularly than if the mentor is further away. Establish the level of skills within the developing ULO at an early stage to enable them to provide the most appropriate support. Set up and maintain good channels of communication between the two organisations, and be clear about who is doing which task. Establish the preferred contact methods of both parties early on in the relationship. ULO Champions The template resolution provided in this Support Pack asks organisations to seek a ULO champion to work with their service users, stakeholders and Management Board on fulfilling the ULO Design Criteria. A suggested ULO champion role description is provided in Appendix 2. 61 A ULO champion is someone who is committed to the ULO agenda and to the idea of developing the organisation in this way. This person would be the key link between the Management Board, the staff and the service users. They should ideally be a disabled service user, and if they are not already a Board member, should be co-opted for the entire time given to developing as a ULO, or, preferably, be recruited as a permanent Trustee or Director. The champion would lead on taking forward the organisation’s work to develop as a ULO. Once the Board have signed up to the commitment of developing as a ULO, this work needs to be kept on its agenda so that the momentum continues. By being a Board member, the ULO champion can continually report directly to the Trustees on the organisation’s progress. In order that the ULO champion can lead on this work, they should be supported by others in the organisation to carry out the role as necessary. This means that they should receive any relevant skills training required to do the job, as well as having their access needs met appropriately. Enough time must be allowed for them to do the job, and they should be enabled to work with other Board and staff members on tasks where appropriate. Mentoring, Peer Support and ULO Champions If a mentor has been engaged to work with a developing ULO, they could provide a valuable means of support to the ULO champion. It would also be useful for ULO champions to develop relationships and networks with people in similar roles from other developing ULOs so that they provide each other with peer support and share their experiences and good practice. 62 Peer Support This chapter provides a starting point for thinking about how peer support operates, or might operate, in your organisation. Peer support is about people who use services (disabled people, carers and others who may not define themselves as disabled people but who use support) working alongside other service users. The key aim of peer support is for people with an insight to support people to help themselves. People who have ‘gone through the journey’ are often in the strongest position to be an ally to other people who are starting out. This shared experience is central to the success of peer support and its value cannot be stressed too highly. The peer support relationship may be about the experience of using the services of your organisation, or the broader experience of using other services. Sometimes the two parties to a peer support relationship have equal levels of experience and the support / supported input is fairly evenly balanced. More often, though, one person has more understanding or insight and provides more support – at least at the outset, though if the peer support relationship continues this may change. Wider Benefits of Facilitating Peer Support Peer support frequently results in the person who is providing that support developing more skills, confidence and expertise as they acquire new ways of problem solving, improve their communication skills and gain greater knowledge of, for example, resources and information which exist. This personal development can be positive not only for the individual, but also for the organisation as more people develop the skills, confidence and expertise to increase their involvement in the organisation (if this is what they choose to do). Frequently the peer support relationship enables service users to develop self advocacy skills so that they are better able to speak up for themselves. Peer mentoring, coaching or buddying can also be a means of continuing to use the greater experience of one individual to support another person’s personal development, knowledge (for example, of the organisation) and skills. 63 Peer Support Provides (among much else) a Chance... for people to develop and share positive strategies as service users for people further into the ‘journey’ to offer the learning and experience they have acquired to others in similar situations (for them to adapt what is appropriate to them) to bounce ideas off another person to develop creative, problem-solving approaches for the personal development of both parties. Peer Support is Not... an opportunity for people to ‘wallow’ in shared negative experiences a chance to have a long moan, become bogged down with problems and get overwhelmed a relationship where one person tells another how they should do things about someone sorting out another person’s life designed to create dependence (or co-dependence). What The ULO Can Do To Facilitate Peer Support Talk to service users, volunteers and members of the organisation about the idea of peer support and how they would like to see it operate formally within the ULO. With those constituents, draw up a simple set of guidelines so that people understand what peer support is and what it is not, and what both parties can expect from each other. Provide regular training or coaching for people who are interested in taking part in peer support, peer advocacy and self advocacy, and continuing training those who are already involved. Provide support or ‘supervision’ for those who are in the main supporting role in peer support partnerships, either one-to-one or an action learning set of others involved in peer support (or both). Encourage peer support partnerships regularly to reflect on what they have learned from working together (this might be practical or factual learning, for example, about new contacts in other organisations, where to go for advice and help on particular issues. It will also be about reflecting on personal development, increasing skills and expertise). Have ways of capturing and recording this learning from peer support partnerships so that it can be shared more widely in the organisation, and can inform training or support needs analyses or service development issues. 64 Section 6: Challenges For Developing User-Led Organisations Becoming a User-Led Organisation: Common Hurdles Faced with Some Possible Solutions to Overcome Them This chapter contains some hurdles which have arisen for organisations participating in the East Sussex ULO Demonstrator Site project, but which are common to organisations developing as ULOS. In the table below, the lefthand column describes the challenge, with the right-hand column describing the possible solution(s) to that challenge. 1. Lack Of Knowledge Challenge: Lack of very basic knowledge of accessibility issues, of disabled people and of current issues relating to disability makes the idea of becoming user led hard to accept. Solutions: Disability Equality Training for Boards, staff and users is an essential element of supporting organisations to become user led and sufficient time to deliver this at the outset of support needs to be built into planning. This support pack is a resource with background information and the practical application of the social model to overcome barriers to accessibility; organisations should be encouraged to make use of it 2. It’s Not Possible To Have 75% Challenge: Organisations and/or their board members, particularly those of long standing and with a traditional culture may react defensively to the ULO criteria to have 75% of stakeholders on boards. This may be based on a short term view, lack of understanding of the social model of disability and the associated low expectations of what disabled people can achieve, together with fear of loss of status and control. Solutions: Organisations need to be aware that this criteria may take some time to fulfil but still have the commitment to it within their strategy and planning documents 65 Reviewing the recruitment processes for board members is part of the commitment towards becoming user led, this process should be free of any barriers to access This support pack is a vital resource, being firmly based on the social model and the view that disabled people are equal citizens with human rights; in addition, training sessions in the social model, diversity and accessibility issues and in participation/engagement should be regularly available via either the CVS or other organisations Support for the users of organisations who wish to become more involved and part of decision making processes can be encouraged by e-group, mentee and peer support 3. Invisible Hurdles Resistance towards becoming user led may be expressed in subtle ways, which can result in “invisible hurdles”, that may be more difficult to overcome. At times there may be an implicit acceptance by board members, service users and staff of “that’s just how it is”. Some people express resistance to change as external to their own organisation so not something they could challenge. Examples of quotes from baseline assessments and meetings with users, staff and trustees follow here, with suggested responses. Challenge: “They never listen to us, we are just tokens” (user forum member) Solution: As well as training board members in the social model and accessibility issues, training for forum members on assertiveness, effective meetings and participation can help strengthen the voice of the users. Challenge: “This is a political thing isn’t it?” (board member) Solution: There is a national and local government commitment to equality and human rights for disabled people, which has been in progress for many years now and this work is part of that progress. Disabled people themselves, both those born with an impairment and those acquiring them have been very involved in this; one in five people are disabled. Challenge: “I’m concerned about the 75%, we need certain skills on the board” (board member) Solution: The important thing is to ensure that there are no barriers to disabled people wishing to become board members (or who are members and become disabled); they should not be assumed to lack the skills required simply because they are disabled; organisations could look at providing support, training and mentoring to equip service users to become Trustees or Directors 66 or where service users wish to become Trustees or Directors but do not have all the skills needed, a more experienced board member could mentor or buddy a less experienced member. Challenge: “The user forum we had was just a moaning session” (mentee) All new groups need to be able to go through the full “storming, norming, performing” stages. People with longstanding issues need to be listened to and to learn how to present them assertively and calmly before being expected to discuss them objectively and come up with positive ideas to address them Challenge: “they give us the money, we have to do the job, client’s not part of further meetings” (staff member) Solution: User led organisations can help to involve “clients” in service processes and work with commissioners to create more inclusive and accessible service provision. Challenge: “it is often left to people who are comfortable with committee meetings” (chief executive) Solution: User led organisations need to look at a range of ways to involve their users, which may mean carrying out a range of different activities to enable service users to input ideas or provide feedback, rather than conventional meetings. See the support pack for a range of engagement methods. Challenge: “aware that this support falls short, e.g. events may be held in inaccessible venues, or communication support needs may be difficult to meet. Where a service user’s needs are primarily disability-related, would signpost them to a local disability organisation as appropriate” (board member) Solution: Organisations need to ensure their processes and practices are fully accessible, whether they are seeking to become user led or not; see the support pack for further information to help with this. Challenge: “A members’ forum has been set up to enable service users to have a say and to put forward suggestions on how they would like the organisation to develop etc. The forum is chaired jointly by the two service users who sit on the Board of Trustees plus one other service user, and suggestions are fed up to the Board of Trustees through these two members.” (chief executive) Solution: This is a good starting point and needs to be recognised as such while not allowing it to be seen as the same as being user led. Users need to 67 be able to influence the organisation’s development by being fully involved in decision making. Challenge: “Although the organisation may not be able to be staffed by people with complex needs there is a wish to respond to service users’ needs and requirements” (chief executive) Solution: It is important not to make assumptions about people’s capacity for work; taking a social model approach and removing barriers will help to avoid this and being aware of access to work and employment legislation is important too. Challenge: “Volunteers are involved in fund-raising and delivering other services. Views are sought from everyone as the organisation is very open” (staff member) Solution: Seeking views is important of course but unless action is taken, or clear and reasonable reasons for not taking action is fed back, the process of being asked for views but not seeing results can demotivate people. Challenge: “There is a feeling that able-bodied people should not be disabled by the disabled people’s movement – they are trying to do their best, some have experience in a medical field and want to promote independence and awareness” (board member) Solution: Non-disabled people can be valuable allies and many of them working with disabled people do want to “promote independence and awareness” but independent living principles as in Putting People First means the disabled person should have choice and control over whatever is required in order to go about their daily life. Non-disabled people need to support this in organisational systems and strategies as well as in one to one support. Challenge: “The organisation has nine Directors, and two of these are service users. This equals 22%. Only Board members can vote at AGMs – day centre members do not have voting rights. It is felt that the Board of Trustees is responsible for running the organisation and its financial responsibilities. When new Trustees need to be recruited, the organisation looks for particular skill areas which may not be present amongst service users.” (chief executive) Solution: It is important to ensure that there are no barriers to disabled people wishing to become board members (or who are members and become disabled); they should not be assumed to lack the skills required simply because they are disabled; organisations could look at providing support, training and mentoring to equip service users to become Trustees or Directors or where service users wish to become Trustees or Directors but do not have 68 all the skills needed, a more experienced board member could mentor or buddy a less experienced member. Challenge: “The user representatives on the Board need to feel that they have equal status with other Board members. The forum would like more of them to be on the Board. Five users out of 11 present made it known they would like to be on the Board” (mentee) Solution: As above – if this number of users wish to be board members, if no negative assumptions about their capacity were made and they were trained, supported and recruited as appropriate, this organisation could make significant progress towards becoming user led. Challenge: “But it’s hard ………to change and take responsibility and control for oneself as so used to being told what to do” (forum member) Solution: Support from mentees and champions and the organisation’s commitment at all levels to becoming user led, together with participation and engagement training can support disabled people to overcome this hurdle; joining a local reference or participation group or partnership board for disabled people can be a useful way to challenge traditional segregation, isolation and passivity. Challenge: ”able-bodied people don’t want to feel they are excluded from everything…………….we are not going to be excluded from this service delivery……….happy to be “working together but not to be excluded” (chief executive) Solution: It is not about excluding non-disabled people, who still have an important role to play as supporters and enablers, but this role should not involve decision making power about what people wish to do with their lives but focus on supporting disabled people to achieve what they choose to do. Challenge: “invites feedback from its service users, it does not currently involve them in decision-making processes. The organisation is made up entirely of volunteers, so they do not currently have the resources to do this to the level they would like” (board member) Solution: There is useful information in the support pack to help organisations to become sustainable and robust and directs them to sources of advice, funding etc. Challenge: “The views of the user group are discussed at Trustee meetings” (chief executive) 69 Solution: Seeking views is important but unless action is taken, or clear and reasonable reasons for not taking action is fed back, the process of being asked for views but not seeing results can demotivate people. User groups need to have member(s) who are also Trustees so they are part of the decision making related to these views. Challenge: “ the group was supposed to represent all of the organisation’s service streams, it only represented people who used the Centre one day a week, ….clients……….making lots of complaints rather than any forward thinking about where the organisation was developing”(staff member) Solution: All new groups need to be able to go through the full “storming, norming, performing” stages. People with longstanding issues need to be listened to and to learn how to present them assertively and calmly before being expected to discuss and come up with positive ideas to address them. Challenge: “The organisation’s new Chair has agreed that having a trustee with {a specific impairment} is essential” (chief executive) Solution: One trustee from the users where there has never been one is a big step but not sufficient to meet the criteria to be user led; opening up recruitment to all users is important to avoid the charge of tokenism. Challenge: “Many of them probably do not have a mindset of people with {a specific impairment} being able to be involved as Trustees” (chief executive). Board members and staff of organisations need to understand the social model and to “unlearn” their views about the capacity of disabled people. Conclusion The support pack offers valuable information and support to overcome most hurdles; organisations committed to becoming user led need to make good use of it, as do the mentees and user led champions. The lead organisation in the area has a continuing supportive role to play and should be ready to respond to queries and requests for further information and support. 70 Appendix 1: Background Supporting Information User-Led Organisations – Key Definitions Advocacy This means working with a disabled person, carer or other person who uses support to get their views across, representing their interests, supporting them to access services and/or other entitlements and secure their rights. In the context of the personalisation of social care, advocacy is generally taken to mean independent one-to-one advocacy and this is likely to be provided by someone in a paid, professional capacity (and that advocate may also happen to be a disabled person, carer or other person who uses support).62 Carer In this Support Pack, this refers to people who provide unpaid care or support to a relative, partner, friend or neighbour who is a disabled person or a person who needs or uses support services. It does not include people who work as volunteers (for example, people who do voluntary work through a charity, organisation or Volunteer Centre), nor does it include those who are paid wages to do this work. It is also important to remember that some people who use services are also ‘carers’. For example, many people with learning difficulties support their ageing parents. Carers can also be ‘service users’ in their own right and this is formally recognised by, for example, carers having rights to a ‘needs assessment’ by Adult Social Care departments. Many disabled people and others who use support apply different words to describe paid ‘carers’, such as Personal Assistants or Support Workers. Centres for Independent/Inclusive Living A Centre for Independent or Inclusive Living (CIL) is a social model based, panimpairment organisation, controlled by, and accountable to, disabled people in its community. A CIL supports disabled people to live independently and achieve full participation in society through such activities as peer support, campaigning and providing user-led services. It is often described as a ‘grassroots’ organisation63, i.e. one that has grown out of disabled people in the community. 71 A CIL can be seen as having four elements64: Peer Support - The basis of a CIL is disabled people coming together to support each other. Their shared experience will define ‘independent living’ or ’inclusive living’ and identify barriers to this objective. This collective understanding will form a CIL’s aims and strategy. This process can be encouraged by non-disabled supporters or allies, but a CIL cannot be run by them. Disabled people’s control - This means that all policy decisions under an organisation’s governing document (its Constitution) are taken by an elected body with a majority of disabled members. The organisation should be accountable to its constituents. A social model understanding of disability - The ‘social model’ of disability underpins the work of the CIL (i.e. that impairment is not the ‘problem’, but the barriers which exist in society create the problem for disabled people). The organisation should be able to demonstrate the practical application in its work of this underlying, stated principle. An integrated view of support needs - It is not necessary for a CIL always to run a comprehensive range of services, but it should be a ‘one stop shop’ for access to whatever support people need. In doing this, it recognises that a holistic view of support needs must be applied. A CIL may typically provide some or all of the following services: advice and information advocacy and peer support assistance with self assessment assistance with recruiting and employing Personal Assistants (PAs) a payroll service for PA users a register of PAs training of PAs projects encouraging take-up of direct payments/individual budgets amongst marginalised groups disability equality training consumer audits of services and/or access audits information and advocacy services on welfare benefits impartial advice and a ‘try-before-you-buy’ service for technical aids and equipment. In some areas a CIL may not be one organisation based in one location. A range of different models have been identified including a network (federation or formal partnerships) of smaller ULOs together covering the comprehensive range of activities and services described above, or a ‘virtual’ CIL which has a internet-based gateway signposting people to various sources of support and services. 65 72 Constituents/Constituency This is the group or individuals that an organisation represents or is set up to work with. Disability Disability is defined in the government’s “Improving Life Chances” document66 as the “disadvantage experienced by an individual… resulting from barriers to independent living or educational, employment or other opportunities… that impact on people with impairments and/or ill health.” “A clear distinction needs to be made between disability, impairment and illhealth. Impairments are long-term characteristics of an individual that affect their functioning and/or appearance. Ill health is the short-term or long-term consequence of disease or sickness. Many people who have an impairment or ill health would not consider themselves to be disabled.”67 The term ‘disabled people’ is used to refer to people – of any age – with physical and/or sensory impairments, mental health support needs, learning disabilities, frailty and/or long-term health conditions who experience disabling barriers of unequal access and/or negative attitudes. The term therefore implies people who are disabled by barriers (rather than impairment). Inclusive Living This means being fully included with resources to enable the individual (or group) to participate in, and contribute to, society to the level they wish. Inclusion requires organisations, or wider society, to adapt by identifying and removing barriers to participation. Inclusion is different to ‘integration’ which suggests that a person, with perhaps some adaptations and resources, can fit into pre-existing structures, attitudes and an unaltered environment.68 Independent Living This is defined by the (former) Disability Rights Commission as “all disabled people having the same choice, control and freedom as any other citizen – at home, at work, and as members of the community. This does not necessarily mean disabled people 'doing everything for themselves', but it does mean that any practical assistance people need should be based on their own choices and aspirations.”69 73 It has also been explained as “enabling disabled people to fulfil the roles and responsibilities of citizenship.”70 The recognition that all people are inter-dependent, and a desire to ensure that ‘independence’ is not interpreted just as disabled people being able to do everything themselves, has led to more emphasis on the term ‘inclusive’ living. Choice and control over who (and what) provides support for daily living is key to both ‘independent’ and ‘inclusive’ living. Other People Who Use Support This is a term frequently used to refer to those who may not describe themselves as a disabled person (for example, older people, deaf/Deaf people) but who do experience barriers, and who need support to exercise choice and control in their daily lives. Peer Support This is where disabled people, carers and other people who use support come together to assist and/or provide a service to other disabled people, carers and other people who use support. The shared experience of similar backgrounds or circumstances ensures that peer support is built on the value of personal experience. Service User(s) This refers to people who need specific support and/or equipment, usually provided by health or social care agencies, in order to go about their daily lives. Some groups of service users share a collective experience and identity in terms of their history, experience of discrimination and accessing and/or using welfare resources. These resources may sometimes be delivered as part of the welfare state or the welfare state may signpost to, and/or assess people for, resources provided by the private or voluntary sector. The Social Model of Disability This approach says that the ‘problem’ of disability is not someone’s impairment, illness, frailty, condition or learning disability but, rather, any ‘problem’ which exists is that they experience attitudinal, environmental and/or institutional barriers that disable them. They may not have the support, equipment or housing they need and may not have choice and control over their daily lives. 74 The social model therefore describes the fact that people are disabled by barriers (which can be dismantled) rather than impairment. The approach was initially developed by people with physical impairments, but it is just as relevant to people with learning disabilities, older people, people with sensory impairments and people with mental health support needs. However, not everyone in these groups may necessarily identify themselves as being ‘disabled’ as this terminology has had negative connotations in the past for many people. It is also a model which is helpful for describing many of the barriers experienced by other marginalised groups or individuals who face discrimination and prejudice, for example, people from Black and minority ethnic communities, people from the gay, lesbian, bi-sexual and transgender communities among others. User-Led This term means that people from the constituency of an organisation take the majority role in managing the organisation, deciding on its priorities and how they should be addressed. DC12 of the Department of Health Design Criteria for ULOs specify that there is “a minimum of 75 per cent of the voting members on the management board drawn from the organisation’s constituency”. For some organisations there will be a transitional period when they are working towards this target. User-Led Organisations (Ulos) A ULO is one where people who come from the group or groups which the organisation is designed to serve (its ‘constituency’) take the majority role in managing the organisation, deciding on its priorities and how they should be addressed. In the context of this Support Pack, the constituency might be disabled people, carers and/or others who use support (and it is important to remember that some people may identify with more than one of these groups). These organisations meet the design criteria set out in the Department of Health’s User-led Organisations (ULO) policy71. In the context of this Support Pack, some organisations will be in a transitional period working towards meeting these design criteria. 75 User-Led Organisations: Governance Structures This chapter looks at the different ways in which a ULO can be formally set up. The different structures are: A Community Interest Company A Social Enterprise A Registered Charity A Company Limited by Guarantee A Charitable Incorporated Organisation What is a Community Interest Company (CIC)? A CIC is a new type of company, designed for social enterprises that want to use their profits and assets for the public good. CICs are easy to set up, with all the flexibility and certainty of the company form, but with some special features to ensure they are working for the benefit of the community. What is a Social Enterprise? A social enterprise is a business with primarily social objectives whose surpluses are principally reinvested for that purpose in the business or in the community, rather than being driven by the need to maximise profit for shareholders and owners. Social enterprises tackle a wide range of social and environmental issues and operate in all parts of the economy. By using business solutions to achieve public good, the Government believes that social enterprises have a distinct and valuable role to play in helping create a strong, sustainable and socially inclusive economy. What is a Registered Charity? A charity is a particular type of voluntary organisation – one that takes a distinctive legal form and has a special tax status. Some user led, disabled people’s organisations have deliberately chosen not to become charities in order to reinforce the idea that disabled people’s issues are about equality of civil and human rights rather than issues of charity. Charities can be organised in a number of different ways – they can be an unincorporated association, a trust or a company limited by guarantee. Each of these has a different governance structure – for example, a charity that is formed as a registered company will be governed by a board of directors, a 76 charity that is set-up as a trust will be governed by a board of trustees. Every charity has to have a governing document that sets out the charity's objects and how it is to be administered. To register as a charity, an organisation must have purposes that are defined under law as charitable. These include the relief of financial hardship, the advancement of education, the advancement of religion and other purposes that benefit the community. Once registered, charities have to obey a number of rules, which include regulations covering trustees, accounts, finances and management. Those that are registered as companies have to comply with company law too. A registered charity is not allowed to have political objectives or take part in political lobbying other than in a generally educational sense. Charities: are set up for a charitable purpose are not profit-making – so any surplus they may make must be used only to further the organisation's purposes are independent – that is, they are not a part of any Government department, local authority or other statutory bodies. What is a Company Limited By Guarantee? Companies limited by guarantee are private limited companies where the liability of the members is limited. A guarantee company does not have a share capital, but has members who are guarantors instead of shareholders. Limitation of liability takes the form of a guarantee from its members to pay a nominal sum in the event of the company being wound up while they are a member or within one year of their ceasing to be a member. The amount of money that is guaranteed can be as little as £1 and will be stated within the constitution of the company (the Memorandum & Articles of Association). Charities Act 2006: Comes Into Effect During 2010 Charitable Incorporated Organisation The Charities Act includes in schedule 7 details of the new legal structure of charitable incorporated organisation. The CIO is will be an option available for charities from some time in 2010. The purpose of the CIO was to create a structure with charitable status that has the advantages of legal personality and limited liability, without the burdens of company law and the confusions of dual registration with — and dual 77 accountability to — the Charity Commission and Companies House. However, it is not yet clear whether this will be simpler to operate. The standard advice remains that an unincorporated charity that needs the advantages of incorporation should look at becoming a charitable company now, rather than waiting for the CIO to become available. Promoting Independent Living This chapter outlines current ideas about what is ‘independent living’, looks at some of the principles behind it and the role of User-led Organisations (ULOs) in promoting independent living. What is “Independent Living”? Central to the aims of any ULO should be promoting and supporting independent living for disabled people and others who use support services. The concept of ‘independence’ has developed significantly in recent years – it does not mean an individual doing everything for themselves, or living alone, for example. Rather, it is about the disabled person being able to take the lead role in choosing how their needs are met in all key aspects of daily life. It is about having the same choices, freedom, dignity and control as non-disabled people in order to participate in, and contribute to, family, community and society. One useful definition, now adopted by the Government, suggests that independent living is about “all disabled people having the same choice, control and freedom as any other citizen – at home, at work, and as members of the community. This does not necessarily mean disabled people 'doing everything for themselves', but it does mean that any practical assistance people need should be based on their own choices and aspirations.”72 In a consultation exercise for the Office for Disability Issues (ODI) review of the Government’s independent living strategy, disabled people and others who use services were asked what they understood independent living to mean. Their responses were: 78 What Does Independent Living Mean to Disabled People? Choice and control Choice about where I live Being included Choice about who I live with Participating Choosing who supports me Having equal access Choosing how my needs are met Freedom Being able to take risks Being ‘ordinary’ Being respected and having rights Self-directed support Being in control Having a voice Being an equal citizen73 Baroness Jane Campbell, a pioneer of independent living for disabled people, who chaired the expert panel for the ODI’s review, sums this up: “Independent living means that disabled people have access to the same life opportunities and the same choices in every day life that their non-disabled brothers and sisters, neighbours and friends take for granted. That includes growing up in their families, being educated in the local neighbourhood school, using the same public transport, getting employment that is in line with their education and skills, having equal access to the same public goods and services. Most importantly, just like everyone else, disabled people need to be in charge of their own lives, need to think and speak for themselves without interference from others.” Twelve Needs It is recognised that giving disabled people greater choice and control over the support they need and the resources available to them is important, not just in social care, but across all mainstream services as well.74 Twelve key needs which are central to independent living, and which take this holistic view, have been identified as: Information Counselling and peer support Housing Technical aids and equipment Personal assistance 79 Transport Access to the built environment. Inclusive education and training Adequate income Equal opportunities for employment Advocacy Appropriate health care provision75 It is vital, in promoting independent living, to address these needs in ways which are appropriate to the individual. It is essential to take account of other aspects of their lifestyle preferences, the diversity of their personal and social identity, such as age, gender, sexual orientation, race, belief, cultural and religious background. Promoting Independent Living As the Government’s report ‘Improving the Life Chances of Disabled People’ points out, historically, disabled people have been treated as being dependent and in need of ‘care’, rather than being recognised as full citizens. This has meant that: responses to needs have often created dependency, rather than promoting independence and extending opportunity; and disabled people have been expected to fit into services, rather than services being personalised to respond to individual need.76 The current focus is therefore on ensuring that services and support are flexible enough to achieve the outcomes required by each individual, rather than fitting the person into existing, pre-determined services. ULOs can be key to supporting people to identify, and achieve, the outcomes they want. The Role of Ulos in Promoting Independent Living Whatever the nature of the organisation – providing services, social activity or campaigning, for example – the emphasis on its constituency shaping activities requires ULOs to be responsive and creative. Some important principles to which ULOs need to adhere in order to promote independent living are: to recognise that all people should be treated equally - yet still as individuals. This means recognising and valuing their differences and respecting their individual beliefs, wants and needs. Treating people equally does not mean treating everyone the same. 80 To support people to promote their right to achieve independent living by encouraging them to exercise their freedom of choice. To allow them to speak up for themselves and make their own decisions. To provide opportunities for the organisation’s constituents to be involved in shaping and delivering the services being provided for them. This will give added value because, as well as having local knowledge and networks, they have the ability to present the authentic voice of service users who know best what works for them.77 Promoting independent living is therefore about ULOs facilitating people to make the choices that will increase the quality of their lives, reduce dependency and ultimately enrich community life by supporting inclusion. It is not about people struggling to carry out all the basic tasks of daily living by themselves. There are some positive case study examples of ULOs promoting independent living for individuals in different and creative ways. A West London ULO supported a group of 25 people with learning disabilities to pool their direct payments to pay the lecturer for a theatre course they had previously attended at a local college – because the college was withdrawing the course.78 Another ULO supported a retired man who had mental health issues to use his personal budget to buy a dog. Having the dog made him more motivated to get out of the house, helped him to meet and talk to other people and thereby was instrumental in increasing his confidence and rebuilding his links with the community.79 A third ULO developed an ‘Agenda for Youth’ which provides a range of services for young disabled people. These include holiday activities, work experience and volunteering, and enabling young disabled people to access mainstream youth provision. One group formed a rap band, cut a CD and went on to perform live at festivals across London.80 Traditional or Individual Model of Disability: A Summary In Traditional Model Terms, What is the “Problem” of Disability? Disabled people are seen as the “problem” that needs to be sorted out This approach is also called the individual or medical model The charity model is also associated with this approach 81 How Does this Model Tackle the “Problem”? A diagnosis is made and an impairment label is given as a passport to any further action Assessment and treatment The person is slotted into existing services The person is cured or made as “normal” as possible If the person can’t be “cured” then “care” is provided (by statutory services or charities) What are the Consequences for Disabled People of Adopting a Traditional or Individual Model Approach to Understanding Disability? They are segregated, separated or excluded from mainstream provision and provided with “special” services Different aspects of their life are “dealt with” by many different services They may feel they are a burden They are expected to be grateful, passive recipients They may lack confidence and skills They may believe messages that they are dependent and less capable What are the Consequences for Non-disabled People of Adopting a Traditional, Medical, Individual or Charity Model Approach? Fear, pity and guilt are common reactions Negative language and descriptions become the norm (“can’t”) They may ignore or avoid disabled people due to embarrassment Or they may be over-nice, over-protective, patronising or want to care for disabled people The extremes of abuse, exploitation or hate-crime against disabled people occur when power is abused What are the Broader Consequences for Society of Adopting a Traditional, Medical, Individual or Charity Model Approach? Society sees impairment an individual tragedy so devalues lives Impairment is seen as a deviation from the “norm” Collective pity (and guilt) results Charitable help is provided, controlled by non-disabled people “Special” provision is made (services, education and training) Society continues to exclude and fails to make real change 82 The text contents of the following diagram can be found on the next page. The traditional model says the “problem” is the disabled person Disabled people can’t... climb stairs, hold down a job, hear, see, use public transport, use mainstream services and facilities... etc. Diagnosis, assessment, labelling, treatment - labels are the passport to services – but individuals are a problem because they don’t fit neatly into the labelling system The disabled person is the problem that needs to be sorted Got an “attitude” – got a chip on his shoulder, always complaining, never appreciates help, won’t take advice, angry and ungrateful Tragic – life not worth living if he can’t..., worst that could happen, but plucky, brave, manages despite her disability, etc. Is a burden – needs care and help, doesn’t contribute, is a drain on the family and society, needs protection because is vulnerable, is difficult to manage, hard for carers to cope with With the traditional, medical, charity or individual model approaches, the “problem” is dealt with by cure or care 83 Text of Diagram The diagram summarises the traditional, individual, medical or charity models of disability. A box at the top of the diagram contains the statement “The traditional model says the ‘problem’ is the disabled person”. The diagram has a central circle with the statement “the disabled person is the problem that needs to be sorted”. Five arrows point inwards towards the circle with different issues typically associated with these traditional approaches to disability. Diagnosis, assessment, labelling, treatment - labels are the passport to services – but individuals are a problem because they don’t fit neatly into the labelling system. Disabled people can’t ... climb stairs, hold down a job, hear, see, use public transport, use mainstream services and facilities ... etc. Got an “attitude” – got a chip on his shoulder, always complaining, never appreciates help, won’t take advice, angry and ungrateful. Tragic – life not worth living if he can’t.., worst that could happen, but plucky, brave, manages despite her disability, etc. Is a burden – needs care and help, doesn’t contribute, is a drain on the family and society, needs protection because is vulnerable, is difficult to manage, hard for carers to cope with. A final box at the bottom of the diagram says that “With the traditional, medical, charity or individual model approaches, the ‘problem’ is dealt with by cure or care. 84 Social Model of Disability: A Summary In social model terms, what is the “problem” of disability? The barriers created by society What are these barriers? Physical/environmental Information/communication Organisational/institutional/administrative Personal/attitudinal/societal attitudes or culture What are the consequences for disabled people of adopting a social model approach and dismantling the barriers? They no longer have to perceive themselves as “the problem” which results in an increase in self esteem and self confidence They perceive themselves as citizens with equal rights, aspirations and expectations As barriers are removed, they become better skilled and equipped to make a contribution to family and social life, community and society They have more dignity, more choice, more control and autonomy Full participation and inclusion becomes a reality What are the consequences for non-disabled people of adopting a social model understanding of disability? They develop a sense of indignation at injustice and inequality They increase their understanding of disabled people’s situations by learning from them It is a “no-blame” model that results in greater co-operation to develop problem-solving approaches to removal of barriers They can support disabled people to achieve the changes needed to secure equality Non-disabled people are empowered by their role as allies What are the broader consequences for society of adopting a social model approach? Society considers exclusion an infringement of Civil Rights Legislation and regulations are passed to address inequality Collective action and practical measures are taken which promote inclusion at all levels Action which is taken to increase the inclusion of disabled people results in the removal of barriers for other groups There are economic and social benefits of greater inclusion A fairer society evolves, enriched by diversity 85 The text contents of the following diagram can be found on the next page. The social model says the “problem” is not the disabled person Institutional barriers, including discrimination, inflexible and unfair systems, legal inequality, administrative and organisational barriers Attitudinal barriers, including negative and disempowering attitudes, prejudice, pity, being patronised, stereotyping, assumptions Barriers in the disabling world are the problem Information barriers, information not in accessible formats, inaccessible websites, insufficient information for people to make informed choices Inaccessible physical environments, including transport, poor design of products, consumer items, work and leisure equipment Communication barriers, shortage of sign language skills among non-Deaf people, lack of knowledge about good communication practice, assumptions everyone communicates in the same way With the social model approach, the “problem” can be dealt with as these barriers can be identified and removed 86 Text of Diagram The diagram summarises the social model of disability. A box at the top contains the statement “The social model says that the ‘problem’ is not the disabled person”. A circle in the centre of the diagram has the words “the barriers in the disabling world are the problem”. Five arrows point out from this statement to different types of barrier. Institutional barriers, including discrimination, inflexible and unfair systems, legal inequality, administrative and organisational barriers. Attitudinal barriers, including negative and disempowering attitudes, prejudice, pity, being patronised, stereotyping, assumptions. Inaccessible physical environments including transport, poor design of products, consumer items, work and leisure equipment. Communication barriers, shortage of sign language skills among non-Deaf people, lack of knowledge about good communication practice, assumptions everyone communicates in the same way. Information barriers, information not in accessible formats, inaccessible websites, insufficient information for people to make informed choices. A final box at the bottom of the diagram states: “With the social model approach, the ‘problem’ can be dealt with as these barriers can be identified and removed”. 87 Talking The Social Model: Some Tips on Inclusive Language and Terminology Language matters! The words and phrases we use give clues to how we perceive the world – and in this case, how we think about disability and disabled people. There is plenty of research to show that the language we use influences the speaker and those on the receiving end. Language grows, develops and changes as new ideas emerge – and this has been an important, exciting and dynamic part of the equality agenda. There are good reasons for choosing particular words and phrases over others. It is not just about using the “right jargon”. It is particularly important for organisations and individuals taking an approach based on the social model of disability – the way things are expressed will contain strong messages. Developing a proper understanding of what we write or how we speak about disability and disabled people is a challenge to our set ways of thinking. The examples on the following pages therefore suggest why certain terms are usually preferred when talking about disability and disabled people, as well as which terms more commonly are used or preferred. It explains more about the differences between social model and traditional model ways of using language and illustrates alternative approaches. Of course, not everyone agrees all the time, but knowing why a word or phrase is used is key to avoiding offence and using more positive and empowering language. 88 Negative, offensive or traditional model language More positive or social model language People with disabilities Disabled people The first phrase suggests the person has the disability. In social model terms, a person has an impairment (or impairments) and is disabled by barriers in society. These barriers may be environmental, organisational or administrative, communication, information or attitudinal barriers. The disabled The blind The deaf The mentally ill Disabled people Blind people Deaf people People with mental health issues or mental health support needs It is inappropriate and dehumanizing to group people together with “the” (this includes other general terms such as “the elderly”, “the homeless”, “the unemployed” etc.). As well as dehumanizing, it masks the diversity within these broad groupings. Able-bodied Normal Non-disabled people “Able-bodied” implies that all impairments are physical. “Normal” suggests that disabled people are abnormal – what is “normality”? There is no such thing! Suffers from… Afflicted with… Crippled by… Lives with… Person who has… These terms can give a negative and passive impression (and are usually followed by the name of a medical condition). Question whether you really need to name the medical condition at all. It is not usually relevant. 89 Victim of... Sufferer Vulnerable Person with or experiencing… Survivor Victim or sufferer-oriented language reinforces ideas of passivity and the inevitability of being “done to”. In the same way, there has been a shift away from descriptions of people as being “victims” of domestic violence or racial harassment to terms such as “survivor of domestic violence” or “person experiencing racial harassment”. The traditional or charity models of disability have depicted disabled people as victims or sufferers in need of sympathy and care. People who are pitied will never be seen as equals. The reality is that most disabled people are resourceful problem-solvers who daily tackle the barriers that disable them. Similarly, it is not possible to see a disabled person who is labelled “vulnerable” as a full and equal citizen with the same rights and aspirations as non-disabled people. Where this term is used in relation to disabled people at risk of abuse and exploitation, the focus of the language needs to be on the behaviour of other people and on ways to avoid that discrimination, exploitation and abuse of disabled people. Care Support Personal assistance Many disabled people now feel the term “care” suggests frailty and dependence, and will choose these other more positive terms. Hence “personal assistant” or “support worker” rather than “carer” as the former suggest a different type of relationship. Ask a British Sign Language user to show you the two signs for “care” and “support”! 90 An epileptic A paraplegic A dyslexic A spastic A Down’s Syndrome boy Person with epilepsy Person with paraplegia/wheelchair user Person with dyslexia Person with cerebral palsy Boy with learning difficulties A disabled person should never be described in terms of their impairment in this way. If it really is necessary to mention the name of the impairment or condition then it should always be as a “person with” that impairment. However, as mentioned above, question whether it is really helpful to know the name of the impairment at all. How can this help in understanding the kind of barriers that person experiences and how those barriers can be removed? Severely deaf Moderate hearing loss Profound, moderate, mild learning disabilities Completely blind Labels such as these are generally not helpful in practical terms as they give no information about the level or nature of the barriers people face Such labels are commonly applied in traditional ways of talking about disabled people. Some of them may have specific meanings in medical assessment terms; to lay people they are open to individual interpretation. From a social model perspective they are not at all useful as they do not provide any information about ways that barriers can be tackled. It is far more useful to say, for example, “She uses British Sign Language”, “He needs an induction loop at meetings”, “An open plan office would create barriers for him due to the background noise”, etc. What special needs do you have? What is your impairment? What’s wrong with you? What are your access needs? 91 Everyone’s needs are “normal” to them and many disabled people won’t relate to the term “special needs”. “Access” can be used in the widest sense to describe environmental, information, communication requirements etc. This is a useful phrase when considering what needs to be put in place for a disabled person attending a meeting, interview or event. (See the sample Booking and Access Needs Form elsewhere in this Support Pack.) For example, to know that somebody has multiple sclerosis will not give you accurate information if you are booking them a place at your organisation’s event. Asking someone “What’s wrong with you?” – a very common question which disabled people are frequently asked – immediately implies the negative and most disabled people will find it extremely intrusive. What will give you the right information is if you ask about what adjustments someone needs to be fully included. In other words, what barriers need to be removed? If an event, for example, is organised on inclusive principles, there will be fewer barriers which need to be removed (see the chapter on Organising Inclusive Events in this Support Pack). Wheelchair bound Confined to a wheelchair Restricted to a wheelchair Wheelchair user A wheelchair is an aid to freedom and mobility for most wheelchair users, not something that “binds”, confines or restricts them. Problems arise when the physical environment is inaccessible to wheelchair users. It is also important to remember that there is a person in a wheelchair – avoid, for example, signs that say “Wheelchairs this way”, “Wheelchair ramp”. Alternatives would be “Accessible route” or “Step-free route” or just “Ramp”! Mentally ill Mental Mad Has mental health issues People with mental and/or emotional distress Mental health system survivors People with mental health support needs 92 There are many offensive terms for people who live with mental and emotional distress (bonkers, barking, crazy, off his trolley, loony, batty, a sandwich short of a picnic, schizo, psycho, etc.). It goes without saying that these should never be used even in jest since they will cause extreme offence. Many people experience periods of mental distress during their lives, although for most these are temporary and relatively short-lived. For others who live with regular and profound mental health issues, negative language and labelling can be a major problem, particularly as the attitudes of society and other individuals can be the greatest barriers to social inclusion. Some people who have had negative experiences of the mental health system choose to call themselves “survivors”, and indeed there is a network called Survivors’ Poetry. Deaf and dumb Deaf Sign language user The term “dumb”, which was once a common term for profoundly deaf people is clearly an offensive one as it suggests they are stupid. Cripple Invalid Handicapped Disabled person “Cripple” comes from old English words meaning to creep or be without power. Invalid = in-valid. Many disabled people find the term “handicapped” offensive because of its association with the old images of begging “cap in hand”. Retarded Backward Simple Mentally handicapped Person with learning difficulties (or learning disabilities) Most organisations of people with learning difficulties have chosen this term over learning disabilities as they consider it more in line with the social model approach and philosophy. 93 Dwarf Midget Short people Short stature Person of restricted growth The terms dwarf and midget, through common usage and through their historical connections, have developed negative connotations. Disabled toilet Wheelchair toilet Disabled facilities Disabled parking Accessible toilet Accessible facilities Designated or ‘blue badge user’ parking bays These are lazy terms which, when taken at their literal meaning, are nonsensical! Electric chair Electric wheelchair Power chair Powered wheelchair The dislike of the term “electric chair” is due to its other use to describe a form of capital punishment. Power chair is also more accurate as a description. Brainstorming Thought shower, ideas session, thought mapping, creative or freethinking session Finding alternatives to the term “brainstorming” has been ridiculed in many quarters. However, many people with neurological impairments and epilepsy originally identified this as an unacceptable and uncomfortable term. Many other far more accurate and descriptive terms are now widely used. 94 She can’t use public transport Public transport is inaccessible He can’t work due to his disability He experiences discrimination in finding employment or His employer failed to make reasonable adjustments for him She isn’t independent in the basic activities of daily living She needs support with personal hygiene and household tasks The language of “s/he can’t” or “s/he is unable to due to impairment/disability” is a key area where a social model perspective changes the words we use. Such “can’t” language always needs to be challenged and the question asked “what are the real barriers?” These may be poor design features and the physical environment which limit independence and easy access. It may be information barriers (is the person getting the right information about support options, for example, or is information being given to them in a format they can easily access?). It may be communication barriers (does the person have the right pieces of equipment to assist communication? Are they being provided with human communication support at appropriate times? Are those around the person receiving training on improved communication skills with the individual?). Organisational, institutional or administrative barriers are responsible for limiting people’s life chances – in particular when people are expected to fit into preexisting services or structures. Attitudinal barriers are often revealed in the language we use. Words such as “tragic” and “brave” are typical of the individual or medical model of disability, which sees the person’s situation as a personal tragedy rather than expressing indignation at the barriers or inequality they face. Making assumptions and talking about what people can’t do should be left in the past with the traditional or individual model of disability. Wherever the phrase “can’t do due to their impairment” is used of a disabled person, there should be a rewording or questioning – with the right equipment, adaptations, environment, information and attitudes of other people, in many cases that person probably can! Adopting the language of the social model means that the words we use reveal a positive attitude to identifying – and more importantly – dismantling barriers to full inclusion. 95 Disability “Etiquette”: Working More Effectively with Disabled People These are some general guidelines for working effectively with disabled people. Everyone’s requirements will of course differ, but the key is to ask first, then give help in the way it is asked for. In General Offer help if the situation seems appropriate or if you are asked, but check that help is needed first. Don’t be embarrassed to ask disabled people what help they need – they are the experts. Take the time to listen properly to what they say and do what they ask, in the way they ask. Be careful with touch! If you need to use touch to attract someone’s attention, do it gently on the hand, arm or shoulder. Don’t make jokes, light hearted remarks or ask questions about their impairment, wheelchair or assistance dog. When the disabled person is accompanied, always speak directly to the disabled person, not to their interpreter, support worker or personal assistant. Disabled people may introduce their personal assistant (PA) to you, but not all will do so. Give, or offer, any information, leaflets, forms etc. to the disabled person not to someone who is with them (if the disabled person needs assistance taking or holding the leaflets, they will have their own way of indicating this to their PA). Ignore assistance dogs (guide dogs, hearing dogs, support dogs etc.) while they are working and always ask the owner first before you pay any attention to them when they are not working. Don't make assumptions that people are non-disabled if their impairment isn't obvious, for example, tell everyone about lift access. Communicating With People Who Have Hearing Impairments or Deaf/Deaf People Face the person and ensure you have good light on your face. Make sure you have the listener's attention before you start speaking, perhaps using a slight wave of the hand or light touch on the arm. Speak clearly but not too slowly, and don't exaggerate your lip movements as this will make it harder to lip read. Don’t turn away or look down when speaking (e.g. writing notes). Use natural facial expressions and gestures. Don’t chew gum, eat, suck your pen, put your hand in front of your face or otherwise obstruct your mouth when speaking. 96 If you're talking to a deaf person and a hearing person, don't just focus on the hearing person. If someone is using communication support, always remember to talk directly to the person you are communicating with, not the interpreter. Don't shout or raise your voice. It may be uncomfortable for a hearing aid user and it looks aggressive. If someone doesn't understand what you've said, don't keep repeating it in the same words. Try saying it in a different way instead. Find a suitable place to talk, with good lighting and away from noise and distractions. Focus on the person you are talking with- don’t get distracted by things going on around or break eye/face to face contact. Use plain language and don't waffle. Avoid jargon and unfamiliar abbreviations. Stripes or ‘loud’ patterns (whether on your clothes or on furnishings around) make it harder for someone who is concentrating hard on lipreading. Unruly moustaches and beards make lipreading difficult or impossible – neatly trim your facial hair! Working With Wheelchair Users Try to get on the same level as a wheelchair user otherwise they’ll end up with a crick in their neck! Don’t lean on someone’s wheelchair, hang bags or coats on it – it is their personal space. Never move someone’s wheelchair without being asked. If you are asked to push someone’s wheelchair, don’t leave them facing a wall or facing outside of a conversation group. Working With People With Learning Difficulties Adults with learning difficulties are adults – treat them as such. Use plain language but don’t patronise. Check if someone needs the information written down to take away or in another format such as easy-read. If someone has an advocate, friend or support worker with them, speak to the person with learning difficulties, not the other person and allow time for the advocate to explain and communicate information. 97 Working With People With Mental or Emotional Distress, Mental Health Support Needs Try to find a calm, un-stressed environment in which to communicate. Be prepared to take more time over the communication, with breaks if necessary. Have patience. Check that the pace of the meeting/interview is appropriate. Offer to write down the main points or agreements from the meeting/interview so the person can review them later. If someone has an advocate, friend or support worker with them, speak directly to the person with mental health issues, not the person accompanying them. Don’t shout or raise your voice, it can sound aggressive and threatening. Working With Blind and Visually Impaired People When meeting a blind or visually impaired person (particularly if they don’t know you or don’t know you well) introduce yourself by name. In a meeting, ask everyone who is in the room to introduce themselves and let the blind person know if someone leaves the room or anyone else enters Some blind or visually impaired people may request that everyone says their name each time they speak or the Chair clearly says the person’s name before they say something. (This also helps interpreters working with Deaf people.) If you are moving away from a conversation, let the person know (otherwise they may continue to talk to you when you’ve left). If you are putting something (e.g. food or a drink) in front of someone, let them know where it is – don’t grab their hand and put it on the cup/glass etc. Check the format of information in which the individual needs follow up information or confirmation of the main points of the meeting/interview. Don’t grab someone’s arm and propel them somewhere. If you have offered assistance and the person wants you to guide them, they will usually prefer to hold your arm as you walk. Let the person know if there are steps up or down or other hazards. Leave enough room so you don’t walk the person into obstacles. If you are giving directions, be specific (e.g. ‘the door to your left’ not ‘the door over there’). 98 Working With People With Speech Impairments Be prepared to take more time. Have patience – don’t be embarrassed about having to ask (even several times) what someone has said. You may need to say that you are ‘stuck’ at a certain point in what they are saying – ask them to use different words. You may also ask them to confirm what you have heard. Make good eye contact and concentrate on what they are saying rather than how they are saying it. Don’t finish people’s sentences for them. If you are talking to someone with a voice communicator or AAC (Augmentative and Alternative Communication) device, give time for the person to talk, to participate in discussions, to sign, use facial expressions or use their PA (personal assistant) to assist in communicating, if the person indicates this as an option. Removing Information Barriers: Providing Accessible Information This chapter gives basic guidance about producing information in accessible ways and suggests other useful resources for reference and further detail. Accessible information enables people to find out about services, make informed decisions and take a fuller part in meetings and other activities. Informed decision-making helps promote people’s dignity. It is an important aspect of independent living, making choices and having control over key aspects of daily life. An amendment to the Equality Bill now makes it explicit that taking reasonable steps to provide accessible information will be part of the legal duties of service providers.81 It is straightforward to ensure that written information is made more accessible in its basic format (see the clear print guidelines below). From this starting point it is fairly simple to provide alternatives including Braille, audio tape, large print, computer disc/electronic formats, British Sign Language videos or DVDs and easy read (simple words and pictures) format. It is always more efficient to start out by creating and storing a document in basic text (for example, in RTF or notepad-type programmes) without formatting, complex layout etc. This is then available if different versions need to be produced later. Formatting creates a series of programming symbols which will ‘confuse’ some transcription software (for example, software that produces Braille) or screen-reading software which ‘reads’ text. 99 Clear Print Guidelines These guidelines will make information much more accessible for all readers, and particularly those with visual impairments, dyslexia etc. Type Size – A minimum type size of 12 point should be used. Ideally 14 point should be the ‘standard’ print. The larger the minimum type size, the more people will be able to read it. Contrast – The better the contrast between the background and the text, the easier it will be to read. Black or dark blue on off-white, cream or strong yellow backgrounds is generally recommended (although some people – for example people with dyslexia – may have more different requirements). Avoid putting text over the top of pictures, however much they are ‘faded’ into the background. Typeface (Or Font) – Typefaces that are san-serif (without decoration) such as Arial, Verdana or Tahoma are considered to be the most accessible fonts. Avoid anything that is ornamental, decorative or in a handwriting style. Typestyles – Avoid using blocks of capital letters, underlining or text in italics as these are harder to read (and for some people blocks of words in capital letters may communicate ‘written shouting’). Many people use the shapes of words to help them, and these are lost when putting whole words in capital letters. Type Weight – Bold or semi-bold type weights are more accessible than light ones. Numbers – Always choose a typeface or font that is clear. Easily misread numbers include 3, 5, 8 and 0. Word Spacing – Keep the same amount of space between each word as this makes text easier to read (see also comments on justified text under ‘alignment’). Alignment – Always align text to the left margin as it is easier for readers to find the start of the next line. Justifying the text (stretching the words to completely fill the line) will produce uneven spaces between words and makes reading more difficult. Text Blocks – All readers will have difficulty processing large blocks of text. Try to break large amounts of information up with sub-headings and into shorter sections and paragraphs. 100 Spacing And Layout – Use plenty of ‘white space’ between paragraphs and blocks of text so that the page layout is not crowded or too busy. Avoid using text boxes as the text inside the box becomes inaccessible to screen-reader users as the box is treated like a picture. Columns – In general, it is better to have text in one column. However, if there are more, ensure that the margin between columns is wide enough to clearly separate them. If space is limited, use a vertical line. Reverse Type – If you are using white type, make sure that the background colour provides sufficient contrast. Do not use a lot of reverse type (white letters through coloured background) as it is less accessible for most readers. Forms – Allow plenty of space on forms which are to be completed in handwriting. Make forms available electronically as well and check that they are usable by screen-reading software (generally forms created with boxes as Word tables are accessible). There may be difficulties with forms designed and protected using the options on the Forms toolbar in Word as screen-readers ignore any instructions that are not part of the areas that need to be completed. Navigational Aids – Always place headings and page numbers in the same place on each document. Paper – Avoid using glossy paper that can produce a glare and make it difficult to read. Use paper that has a weight of at least 90gsm. Thinner paper can cause text to show through from the reverse side, making it difficult to read. Other Guidance for Producing Accessible Information Information on the Royal National Institute of Blind People (RNIB) website gives further guidance on producing accessible printed and electronic information and developing accessible websites http://www.rnib.org.uk/professionals/accessibleinformation/accessibleformats/P ages/accessible_formats.aspx The RNIB produces a publication ‘See It Right’ which can be ordered via their website at http://www.rnib.org.uk/professionals/accessibleinformation/Pages/see_it_right.a spx The United Kingdom Association for Accessible Formats (UKAAF) develops and promotes best practice for the production of material in accessible formats.82 101 Other Commonly Used Formats Some of the most commonly used formats include: Large print (generally 18 but sometimes 24 point type) Electronic (either Microsoft Word or RTF text-only) versions Braille Audio tape Audio CD British Sign Language DVD (often with sub-titles) or videos Easy read or easy words and pictures versions DAISY (Digital Accessible Information System)83 Tactile maps and diagrams Appendix 3 in this Support Pack contains information on local sources of support and resources, including suggestions on where organisations can have information transcribed into other formats. Easier Read or Easy Words and Picture Formats Change, an organisation of people with learning difficulties, has produced a helpful, basic guide to making information more accessible.84 Change and other organisations often work with government departments and other public sector bodies to produce easier read versions of complex documents and these can be useful models for organisations wanting to create easy read documents. Examples can be found on various government department websites.85 Another advantage of such formats is that they are much more accessible to those whose first language is not English and those who, for a variety of other reasons, find written information a barrier. People with learning or language difficulties will need easier read versions of longer documents or versions with easy words and pictures. They may also need extra time and support to access information given to them, no matter how accessible it is.86 For people with learning, language and reading difficulties, accessible information is information that is short and clear. In most cases it will be necessary to: Go through the text and pick out the important facts Summarise the main message(s) Simplify complex information and explain it using examples from everyday life Use figures for numbers, not words and use “do not” rather than “don’t”, “will not” rather than “won’t” etc. Where it is useful for people to be aware of ‘jargon’ words, explain them in easier terms first and use the ‘jargon’ in brackets afterwards, or vice 102 versa. For example, “the group of people who run the organisation (Board of Trustees)”. Break information up into smaller chunks and consider producing these separately Use simple, uncluttered pictures to illustrate sections of text and make sure that the picture actually reflects what the text is saying (don’t use the same picture with different bits of text that say something different) Keep the picture close to the text which it describes Use thumbs up or thumbs down for good and bad, yes and no etc. and use arrows to point to important features in a picture87 Two key organisations of people with learning difficulties (People First and Change) produce picture banks on CD to make information more accessible to people with learning difficulties http://www.peoplefirstltd.com/shop-CDs.php and http://www.changepeople.co.uk/category.php?type=1 Some free pictures and symbols (and information on providing information in accessible formats) are available on the Inspired Services website, http://www.inspiredservices.co.uk/ Organising Inclusive Events: Guidance Notes This chapter gives some guidance notes about organising accessible and inclusive events and activities. It aims to cover some of the main issues which organisers should address at any type of event – more detailed information can be found in other resources if necessary. 88 Some issues highlighted in the guidance will be more relevant to certain types of event than others, but whether it is the regular meeting of a service-user group or a major consultation exercise with staff, volunteers and services users, the ULO’s Annual General Meeting or a small, meet-the-Trustees event, the underlying principles and main issues will remain the same. Key to ensuring that events are properly inclusive is thinking ahead to anticipate and remove any barriers which may exist. Depending on the nature of the event, these are likely to include transport, environmental barriers at the venue, financial barriers to attending, information, communication and participation issues. Anticipating and planning for accessibility in this way will reduce the number of one-off adjustments necessary for individuals. The chapter is organised under the following headings: Planning and preparations Booking and contacts On the day After the event 103 Planning and Preparations Who Does The Planning? Depending on the nature of the event it is important to include a diverse range of people in the planning process to get different perspectives and expertise. If appropriate, use feedback or comments from previous, similar events to inform the planning. Do you ask service users, for example, for ideas of speakers or themes for AGMs? Dates For The Event(s) Check that the proposed date(s) do not clash with other relevant local events. Check that there is no overlap with major religious and cultural festivals. Various multi-faith calendars exist on the internet.89 If the event is one of a regular series, try to identify the whole programme of dates for six months or a year ahead as this will help with people’s planning, for example, organising personal assistance, transport etc. Create a timeline which will help in general planning as for any event, and will also identify cut-off dates for providing: information to people who are transcribing paperwork into accessible formats, and sending advance paperwork to participants and communication support professionals, etc. For many people, having sufficient time to read/access materials for the event well in advance is vital for full participation. The venue should of course be physically accessible to wheelchair users and others with mobility and sensory impairments. The following issues should also be considered. Everyone should be able to use the same entrance and access all the facilities for the event (for example, the café, relaxation zones, exhibition areas, crèche). There should be plenty of space available for the numbers attending, bearing in mind some people may be wheelchair users, have other mobility aids etc. and may have support workers, advocates or assistance dogs with them. Are there enough small (‘break-out’ or syndicate) rooms for workshops or small group activities, if appropriate, so that people can work without background noise from other groups? If it is a large and busy event, it is good practice to have a quiet room available – people with mental health issues, with fatigue and people 104 using communication support (which takes considerable concentration) may all appreciate a quiet space, as may people who want to pray. Ideally the main activities of the event should all take place on the entrance level (to save queuing and waiting for lifts) and accessible toilets should be on that level for the same reason. Are there enough accessible toilets? (Ten people needing to use one toilet in a twenty minute break equals discomfort, distress and a timetabling nightmare!) Are there adult changing facilities available? Is there sufficient parking nearby (including parking for blue badge holders)? Is the venue on good public transport routes? If the venue is one run by an outside organisation (public, voluntary or private sector) does it comply with the Disability Discrimination Acts’ requirements (including provision of induction loop or infra-red hearing systems)?90 If you do not know it already, visit the venue to make your own assessment as the venue staff’s judgement of what is accessible may not be sufficiently rigorous! Booking interpreters, other communication and language support and personal assistance is a priority once the date and venue are agreed. Communication support for Deaf/deaf/deafened people and people with hearing impairments may include British Sign Language (BSL) or Sign Supported English (SSE) interpreters, speech to text reporters (often called Palantype operators) and lip-speakers. Some people may also request note-takers. Deafblind people are likely to use manual alphabet or hands-on signing. People who provide such communication and language support are often collectively known as Language Support Professionals or Language Service Professionals or LSPs. It is important to make the booking for the appropriate LSPs quickly but once booking for the event closes, if they will not be required the booking should be cancelled – there is a shortage of LSPs and they may be needed elsewhere. If it is an open event without a registration or book-by date, communication support must be provided to make the event accessible. Individuals who need communication support due to speech impairments are likely to have their own personal support worker, and people with learning difficulties may also have their own advocate or support worker. 105 Also be aware that there may be requests for community language interpreters. Make sure you book sufficient communication or language support to allow for covering breaks and meal-times (bearing in mind LSPs will need breaks too). Whilst some people using communication support prefer to have time-out during breaks, others will want to participate in the important informal networking which goes on outside of structured sessions. Sources for booking LSPs and community language interpreters are given in the chapter on local resources. Depending on the nature of the event, ‘roving’ support workers should be available for people who do not have individual Personal Assistants to assist with directions, accompanying people round the venue, carrying refreshments etc. Will you need to offer (and book) support workers for individual participants? If so, ensure the agency and Personal Assistant (PA) understands the nature of the assistance required and works to an empowerment model.91 Will you need to book a crèche or other childcare facilities at the same venue? If so, be aware that such facilities must also be accessible and of course will need to comply with current regulations and requirements for childcare.92 Publicity (where appropriate) Any publicity should be made available in different formats (see the Accessible Information Chapter for more details) and distributed with sufficient time for people to book transport and support. Are the key details clear on the publicity – date, time, venue, what the event is about and who it is for, who to contact for information, how to register? How can you ensure that publicity reaches those whose voices are seldom heard? If appropriate to the event, do you need to think of new and different ways of getting the publicity out to reach different communities or your members/service users who may be less confident about being involved? Is the language on publicity inclusive, consistent with the social model and jargon-free? Programme structure, activities and timetable all need to be inclusive. Consider the mix of types of activities such as presentations/large groups, smaller groups, etc. Allow plenty of time in the agenda for moving between activities (e.g. if people are working in smaller groups in syndicate rooms, it may take some people more time to move around the venue). Having a series of shorter sessions with regular 106 breaks is preferable. This allows for breaks for LSPs as well as being more inclusive for participants. Wherever feasible, events should not begin before 10am to benefit those who use less flexible personal assistance; this may also help those with public transport passes that can only be used later in the morning. Briefing Speakers, Workshop Leaders, Personal Assistants, Support Workers And Venue Staff Where appropriate, provide briefing notes for speakers, trainers and presenters on the aims/content of their sessions and/or on inclusive practice and access issues if they are not familiar with these.93 Presenters and workshop leaders should also be made aware of the need to keep to advertised timetables. If you are employing PAs either for individuals or as general support, ensure they are fully briefed on inclusive and empowering ways of working. If you are using an external venue you will need to provide additional information about adjustments you have made and changes that you want them to make. Workshop leaders, trainers and venue staff should also be briefed on the role of people’s PAs, support workers and advocates to ensure they understand that the disabled person is the participant. Booking and Contacts Booking and access needs – sample forms are provided as an appendix separate to this chapter. Closing dates for applications, if appropriate, should be clear. Booking and access needs forms should be available in a range of formats. Contact point for further information and bookings should include telephone number, textphone/Typetalk, fax number, mobile number for text messages and an email address. Expenses – where appropriate, tell people about how and when expenses will be paid, provide the form with booking confirmation if necessary and tell people about the policy regarding receipts, etc. 107 Distribution Of Advance Information Ideally this should take place one to two weeks before the event. Where possible it should also include key points of presentations so that there is less unfamiliar material on the day. Information should be sent to all participants at the same time, regardless of what format they have requested. Therefore you need to ensure the event timetable takes account of time required for transcribing information into different formats. Language Support Professionals and community language interpreters should also receive this advance information so they are familiar with topics and any technical language being used. On The Day Registration and reception areas should be as near to the main entrance as possible, clearly signposted and have table(s) at an accessible height and with knee recesses for wheelchair users and plenty of circulation space around. BSL interpreters / lip-speakers available and an induction loop system at the registration area if any participants have indicated the need for this on their booking form. Sufficient staff / PAs available to provide any additional assistance requested as people arrive and register. Chairs available for participants in registration area. Bowls of fresh water for assistance dogs (and make sure assistance dog users know where these are located) – give information about nearest outside areas for dogs. Plenty of space in all areas where there are exhibitions or displays, and seats available in these areas. Information provided on the day – the delegate or participant pack must be available in the requested format. Provide copies of information circulated in advance, but minimise the amount of new information given on the day as it will be difficult for some people to read/access it. Include a red traffic light card or symbol for jargon alerts (see footnote 5). Include an evaluation or feedback form (some people will prefer to take this away to complete, so give details of where to return it) and an expenses form, if appropriate. Emergency Egress Ensure that information about emergency arrangements is in the information pack and given verbally. 108 Describe layout of the building and whereabouts of accessible exits, and give clear information about arrangements for assistance in the event of an emergency evacuation of the building. Layout And Use Of Rooms Ensure there is good lighting, a comfortable temperature and sufficient circulation space in all rooms being used. Make sure that no obstructions (bags, equipment etc.) are left around on the floors in any areas being used. Make sure that induction loop/infra-red hearing systems are working in all rooms where they are installed and check that there is no ‘leakage’ of sound between rooms (this can be checked with testing equipment or, better, by a hearing aid user). BSL interpreters should not be seated in front of a door or where people will be walking in front or behind them. There should be no background distractions. A plain wall or curtain behind is ideal. A clear area between the BSL interpreter and participants must be available and the interpreter should be appropriately lit, avoiding shadows on their face and bright light behind them. Lip-speakers should be seated in front of those using that service. When speech to text reporting (Palantype) is used, the room layout should be arranged appropriately, whether there is a large screen display or people using the service have access to a computer screen. Ensure that the room is arranged to allow for movement around tables, chairs and equipment, and provide power points as people may have computer or other equipment which needs to be plugged in. In general, even in presentations or formal conferences, it is best to provide tables as people will need space to put papers or equipment. Ensure that all participants can choose where they wish to sit (within the parameters of the siting of LSPs, above) and in particular make sure that wheelchair users are not ‘stuck’ in one place. If there are small group activities or workshop sessions, each group should be in a separate room to minimise background noise and distractions which may make activities inaccessible to some participants – this may have implications when people are using LSPs and induction loops, so try to plan ahead for this. Presenters should be aware that it is generally inappropriate to dim light for slide shows etc. as this will prevent people following LSPs. Breaks and refreshments – some of the following issues will relate to your own timetabling and organisation of the event. If you are using an external venue, you will need to brief those responsible at the venue on other issues listed. 109 Allow sufficient time for breaks and refreshments. Some people may need longer to get to the toilet, eat or drink and some people may have to take assistance dogs outside during breaks. Ensure communication support is available during the breaks for those who need it, in particular having BSL interpreters and lip-speakers available (whilst also making sure that these LSPs have time out). If food is self-service, ensure that staff or ‘roving’ PAs are available to assist people with describing what is available, serving food and carrying trays to the eating area. Dietary requirements specified on booking forms should be met, such as vegetarian, vegan, Kosher, Halal, wheat-free and low-fat diets, each kept on separate plates and well labelled. A mug may be easier for some disabled people to use than cups and saucers or plastic cups that do not have handles. Offer drinking straws as standard. Provide a choice of cutlery and crockery. Make sure that there are seats and tables available (with moveable chairs to make space for wheelchair users). Some people need to sit down or put plates on a table to eat. Seating also helps those who are talking to a wheelchair user Even little things matter! Sachets of salt, pepper and sauces or milk in very small containers can be difficult to open. It is better to have these in jugs and dishes too or ensure help is available. Keep to timetables – it is important to keep to advertised timetables as some people may have arrangements to meet PAs during the breaks, may need to know when refreshments are going to be available for timing of medication and have transport booked at the end of the day. Photography Avoid the use of flash photography at meetings or events as it can be inappropriate for people with neurological impairments and others. If using photography, check with participants and have procedures in place for those who do not wish to be photographed. After The Event Expenses, where appropriate It is good practice to pay cash expenses on the day of the event to those who are on low incomes and have had to pay cash for transport or other agreed expenses. Where expenses are paid later by cheque, ensure that they are paid as quickly as possible. 110 Feedback And Follow-Up Information Be positive about all feedback from participants – critical feedback provides a chance to do it better next time! Make sure that evaluation from participants is noted and acted upon, in particular ensure that any comments about access and inclusion are used to inform future events. Have brief, clear notes of the event which will be helpful and informative to anyone who was not there, in particular what topics were reported or discussed, what decisions were taken, who is going to take action and by when. Make sure notes, minutes or reports are in plain English and explain any abbreviations or jargon. Where appropriate, create a separate action plan summarising who is responsible for each item and target dates. Where appropriate, circulate the report, minutes and/or action plan to participants in their preferred format. Speech to text reporter’s transcripts will provide a fuller record of the event, and these can also be kept for reference. 111 Appendix 2: Useful Tools Becoming a User-Led Organisation: Baseline Assessment Questionnaire for Organisations Working with Disabled People Context User-Led Organisations (ULOs) play an important role in providing voice, support, services, training and advocacy for disabled people. Many disability related organisations and other voluntary sector partners are involving their members or users in setting objectives, making decisions and delivering services in different ways. The importance of ULOs has been recognised in a number of key government policies. IN particular, recommendation 4.3 of the government’s “Improving Life Chances” strategy states that “By 2010, each locality (defined as that area covered by a Council with social services responsibilities) should have a userled organisation modelled on existing Centres for Independent Living”. These organisations are seen as one of the key mechanisms for encouraging the participation of disabled people, carers and other people who use support in designing, delivering and monitoring resources and services that support independent living. The Improving Life Chances strategy sets out a number of characteristics, values and minimum services to be delivered by a user-led organisation modelled on a Centre for Independent Living (CIL). There are a large number of organisations which work with and for disabled people with a variety of impairments, and these are also user-led to a greater or lesser degree. Many of these organisations would like to increase the level of service user control in their organisations but need support to do so. Completing The Assessment This form enables organisations to assess how they currently meet the 21 ULO Design Criteria as set out in the Department of Health’s User-led Organisations Policy. Having completed this assessment, they will then be able to work through the ULO Support Pack to help them meet the Design Criteria and therefore progress towards becoming a ULO. It can also be used to carry out a follow-up assessment. 112 The chapter “Essential Features of a User-led Organisation: The Department of Health’s ‘Design Criteria’” provides an explanation of each of the Design Criteria and should be reviewed in conjunction with this form to help assess whether the organisation meets each one. 113 Baseline Assessment of Organisations Wishing to Develop as User-Led Organisations Section 1 - Contact details Name of Organisation: Name of person completing assessment: Position in Organisation: Date of first assessment: Date of follow-up assessment (if applicable): Telephone Number (Voice): Telephone Number (Text): Fax: E-mail Address: Full postal address: Section 2 – General Characteristics and Vision Is your organisation based in East Sussex? Yes No Are you a not-for-profit organisation? Yes No Is your work primarily disability-based? Yes No Please give a summary of the client group your organisation works with. 114 What is your organisation’s vision for a User-Led Organisation? What is your summary of how you see your organisation’s current position in relation to being a user-led organisation? Section 3 - Design Criteria For each of the following Design Criteria (DC), please answer the following: 1. How do you currently meet the ULO design criterion (if you already do)? or 2. How do you intend to meet the ULO design criterion (if you do not already meet it or need to work on it? For each of the Design Criteria, please remember to include examples as evidence to support your answers. DC1. The organisation works from a social model of disability perspective. DC2. The organisation Promotes independent living. 115 DC3. The organisation promotes people's human and other legal rights. DC4. The organisation is shaped and driven by the initiative and demand of its constituency. DC5. The organisation is peer support based. DC6. The organisation covers all local disabled people, carers and other people who use support either directly or via establishing links with other local organisations and networks. DC7. The organisation is non-discriminatory and recognises and works with diversity in terms of race, religion and belief, gender, sexual orientation, disability and age. 116 DC8. The organisation recognises that carers have their own needs and requirements as carers. DC9. the organisation engages its constituents in decision-making processes at every level of their organisation. DC10. The organisation provides support to enable people to exercise choice and control. DC11. The organisation is a legally constituted organisation. DC12. The organisation has a minimum of 75 per cent of the voting members on the management board drawn from its constituency. 117 DC13. The organisation is able to demonstrate that its constituents are effectively supported to play a full and active role in key decisionmaking. DC14. The organisation has a clear management structure. DC15. The organisation has robust and rigorous systems for running a sustainable organisation (e.g. financial management / contingency planning). DC16. The organisation is financially sustainable as there is no central government funding. DC17. The organisation has paid employees, many of whom must reflect its constituency. 118 DC18. The organisation identifies the diverse needs of the local population and contributes to meeting those needs. DC19. The organisation is accountable to its constituents and represents their views at a local level. DC20. The organisation supports the participation of its constituents in designing, delivering and monitoring of its services. DC21. The organisation works with commissioners to improve commissioning and procurement. 119 User-Led Organisations: A Briefing for Boards of Trustees Introduction From October 2009 to March 2010, East Sussex Disability Association (ESDA) worked as a User-led Organisation (ULO) ‘demonstrator site’. It supported eight organisations working with disabled people and their carers in East Sussex to progress towards becoming ULOs in line with the Department of Health’s 21 Design Criteria for ULOs. The eight organisations each completed an assessment of their current position in relation to the 21 ULO Design Criteria and received a package of training and consultancy time to help them move up the ‘ladder’ towards becoming a ULO. This included the involvement of a mentee who continues to work with the organisation beyond the life of the project. The ULO Support Pack was also developed, with chapters and information covering different aspects of being a ULO. This is available to support other organisations to create their action plan for becoming user led. Both Microsoft Word and Adobe PDF versions can be found on the ESDA website (www.esda.org.uk) and the East Sussex County Council website (www.eastsussex.gov.uk). Background In the last thirty years, the development of the concept of independent living and autonomy for disabled people has moved rapidly, as have ideas on how to achieve this independence. This growth and expansion of ideas and activities has brought us to a position where real improvements are happening in a society which once confined most disabled people to institutions. The most significant changes have come about as a result of disabled people’s own initiative. Many developments have only been possible with the direct involvement of, and control by, disabled people. The increase in ULOs is central to the government’s current personalisation agenda. A government report of 2005, “Improving the Life Chances of Disabled People”, states that by 2025, disabled people should have the same opportunities and choices as non-disabled people and be respected and included as equal members of society. The government also gave a commitment that “by 2010, each locality (defined as that area covered by a Council with social services responsibilities) should have a user-led organisation, modelled on existing CILs (Centres for Independent Living).”94 In some areas it may be appropriate for the services and activities of a CIL to be provided, or enriched, by a local network of smaller ULOs feeding into a 120 central ‘hub’ rather than one organisation working from one location covering all the services.95 This provides an additional impetus for smaller organisations to become user-led, in order that they can be fully involved with such a network. Putting People First (PPF) is a national plan that sets out how the government wants social care to be provided in the future. It means helping people to stay healthy and live as independently as possible. It aims to give people who need social care support more choice and control over what is provided, whilst receiving high-quality services. A new system called ‘self-directed support’ is being introduced to give people control to make the choices that work for them. Social Care There is widespread backing for the role that user-led organisations have to play in the current changes in social care: “User-led organisations must have a crucial role in a new vision of independent living. They can play an essential role in transforming social care so that services are driven by the needs and wishes of those who use them to deliver real independent living. When resourced adequately, local user-led organisations have been found to be the most effective means of delivering a range of services including advocacy, selfadvocacy, peer support, and supported decision-making. Services can be greatly improved by the people who use them having a leading role in delivering, monitoring and evaluating services. User-led organisations can play a key role in consultation processes because they have a knowledge base about issues around local service provision. They can also advise on practical issues on involving more marginalised groups in consultation.”96 Definitions Different groups use different words. Some older people who need support would not call themselves ‘disabled people’. Some people who use mental health support services are not happy with the term ‘independent living’. Some people don’t like the word ‘impairment’. There are, however, ideas common to all groups. The three main ones are: The problem is society, a lack of support and barriers to being included, not the individual and their age, disability, impairment, state of mental health, etc. The most important thing is to have control over the support needed – to be able to decide who (or what) provides support and how this is done “Nothing about us without us” is a phrase used by all the different types of user-led organisation 121 There is a common aim to move away from the charity model, or the approach which ‘does things to’ or ‘does things for’ disabled and older people. Working on disability issues is not about ‘doing good’ but about achieving full human and civil rights for disabled people. Independent living means having choice and control over whatever is required in order to go about daily life. Inclusive living means being fully included in society, with changes being made in society to ensure this happens. Service user means people who need support and / or equipment in order to go about their daily lives and who use services that are provided as part of the welfare state. User-led organisations are those where the people who the organisation represents or provides a service to, have a majority on the Management Committee or Board, and where there is clear accountability to members and / or service users. The 21 ULO Design Criteria at the end of this briefing define the key requirements to be a viable and sustainable ULO. It is important to stress that these criteria may be met in a variety of ways according to local demand, resources and circumstances. An organisation can be seen to be “working towards becoming user led” once it has made the commitment to do so and could then indicate this in its publicity and marketing material. It could be considered as being in a transitional stage towards becoming a ULO, allowing some criteria not to be fully met for as long as is reasonable for the organisation’s situation. This would need to go alongside the regular evaluation and monitoring of the action plan. Centres for Independent/Inclusive Living are grassroots organisations run and controlled by disabled people. Their aims are that disabled people should have control over their lives and achieve full participation in society. They work towards these aims by representing disabled people’s views locally and nationally, and by providing services which promote independent living. A CIL may be one organisation based in a single location, or it may be a network of smaller ULOs with a central, coordinating hub that together cover the full range services and activities associated with a CIL.97 122 The social model of disability says that the problem is not someone’s impairment, illness, frailty, condition, mental health issue or learning difficulty but instead, the problem is the barriers they experience to their inclusion in family life, community or society. For example, that they don’t have the support, equipment or housing they need, they don’t have choice and control over their daily lives and they experience barriers arising from people’s attitudes to them. Although the social model of disability was initially developed by people with physical impairments, it is just as relevant to people with learning difficulties, older people, and people with mental health support needs. 123 User-Led Organisation (ULO) Design Criteria The design criteria outlined below aim to define the key requirements to be a viable and sustainable ULO. It is important to stress that these criteria may be met in a variety of ways according to local demand, resources and circumstances. Some criteria will take longer than others to achieve. ULO Values A ULO should adhere to a minimum set of values. These are that it: works from a social model of disability perspective promotes independent living promotes people’s human and other legal rights is shaped and driven by the initiative and demand of the organisation’s constituency is peer support based covers all local disabled people, carers and other people who use support either directly or via establishing links with other local organisations and networks is non-discriminatory and recognises and works with diversity in terms of race, religion and belief, gender, sexual orientation, disability and age recognises that carers have their own needs and requirements as carers engages the organisation’s constituents in decision-making processes at every level of their organisation. ULO Organisational Characteristics A ULO should have the following organisational characteristics. These are that it: provides support to enable people to exercise choice and control is a legally constituted organisation has a minimum of 75 per cent of the voting members on the management board drawn from the organisation’s constituency is able to demonstrate that the organisation’s constituents are effectively supported to play a full and active role in key decision-making has a clear management structure has robust and rigorous systems for running a sustainable organisation (e.g. financial management/contingency planning) is financially sustainable as there will be no ongoing central government funding has paid employees, many of whom must reflect the organisation’s constituency 124 identifies the diverse needs of the local population and contributes to meeting those needs is accountable to the organisation’s constituents and represents their views at a local level supports the participation of its constituents in designing, delivering and monitoring of the organisation’s services works with commissioners to improve commissioning and procurement. 125 Template Resolution for Boards of Organisations Aiming to Become User-Led The Trustees of ……………………………… confirm that they are committed to becoming a User-led Organisation (ULO) and will therefore work towards fulfilling the ULO Design Criteria. They confirm that they will: 1. Seek a “ULO champion” to work with the organisation’s users, stakeholders and Board of Trustees (Board), on fulfilling the ULO Design Criteria (listed in the Briefing for Boards). The Champion would ideally be a disabled service user and could be an existing Board member. If not already a Board member, they should be co-opted for the duration of the plan in Point 5, below or, ideally, be recruited as a permanent Trustee. 2 Commit the organisation to adopting the social model approach to disability and document this commitment in the organisation’s governing documents and any public statements of organisational vision and values. 3 Review the organisation’s governing document (constitution or Memorandum and Articles of Association) and amend them to reflect the commitment to becoming a ULO, for example, ensuring there is an up to date Equal Opportunities policy and commitment to recognising diversity. 4 Inform, enable and encourage the organisation’s constituents and users, whether Board members or not, so that they are engaged at every level of their organisation, in decision-making processes that affect the way in which the organisation provides its services now and in the future, for example by asking the Champion to set up a self-managed user forum which meets regularly with the Board. 5 Require the Chief Officer and staff to develop, with the ULO Champion and in consultation with users and stakeholders, a strategic, timed and measurable development plan for meeting the criteria by an agreed date. This will include regular evaluation by users and stakeholders, and begin with an equality impact assessment (EIA) of Board policies and processes (including meetings, recruitment, induction and training and development of Trustees). This development plan will address actions required to meet the recommendations of the audit (EIA) to remove barriers to participation. Date of agreement ratification: Signed: 126 Equality Impact Assessments An organisation should check out the potential effect of any new action it takes or policy it adopts on different groups. In assessing the likely impact, the organisation can make sure that effect is not a negative one. It is a rewarding exercise as it can enrich the changes and make sure they are appropriate to all users and stakeholders, by enabling the organisation to get to know its users better and remove any barriers to their participation. The organisation has the reassurance that it is taking full account of these different groups when planning changes. This process is known as an Equality Impact Assessment (EIA or EQIA). It is a way of working with other people (for example local authorities, users and stakeholders) to consider the accessibility and fairness of an organisation’s policies and practices in relation to barriers faced by different groups in the community and by the organisation’s own users and stakeholders. To carry out EIAs effectively, it is preferable to work with local authority partners, who can provide useful data on the makeup of the community and share experience and expertise in carrying out EIAs. “Impact assessment is a systematic way of finding out whether a policy, function or service (or one which is proposed) affects different groups differently. It should be part of a normal policy making process.”98 Point five of the resolution for organisations working to become user-led requires the Chief Executive and staff to “develop, with the ULO Champion and in consultation with users and stakeholders, a strategic, timed and measurable development plan for meeting the criteria by an agreed date. This development plan should include regular evaluation by users and stakeholders, and begin with an equality impact assessment [EIA] of Board policies and processes (including meetings, recruitment, induction, training and development of Trustees) and act on the recommendations of the audit (EIA) to remove barriers to participation”.99 Meeting this requirement to carry out an EIA is an important part of achieving the design criterion of working from a social model of disability perspective. By identifying barriers that need to be removed, the EIA can also, very specifically, address some of the other design criteria, including that a ULO: promotes people’s human and other legal rights; is shaped and driven by the initiative and demand of the organisation’s constituency covers all local disabled people, carers and other people who use support either directly or via establishing links with other local organisations and networks 127 is non-discriminatory and recognises and works with diversity in terms of race, religion and belief, gender, sexual orientation, disability and age recognises that carers have their own needs and requirements as carers engages the organisation’s constituents in decision-making processes at every level of their organisation provides support to enable people to exercise choice and control is able to demonstrate that the organisation’s constituents are effectively supported to play a full and active role in key decision-making identifies the diverse needs of the local population and contributes to meeting those needs supports the participation of its constituents in designing, delivering and monitoring of the organisation’s services. Further Information As well as working with local authority partners, more information about EIAs can be obtained from RAISE (Regional Action and Involvement South East), which has produced an equality and diversity toolkit with useful information and guidance on carrying out EIAs. “Essentially, an Equality Impact Assessment (EQIA) aims to ensure that, as far as possible, any negative consequences for a particular group or sector of the community are identified and eliminated or minimised. EQIAs enable an organisation to assess and consult on the effects that a policy, strategy or service has or is likely to have on different people, depending on factors such as age, race, disability, gender, religion, sexual orientation and transgender … they can alert you to any concerns about the way things are working in practice. Equality Impact Assessments will help bring equality into the mainstream throughout your organisation … acting as a guard against potential discrimination. The Equality Impact Assessment should be carried out on all proposed, revised and existing policies and the design proposals. This should be done as part of the business planning process annually with relevance to all equality strands.”100 128 The Role of ULO Champions The resolution for boards asks that organisations “seek a “ULO champion” to work with the organisation’s users, stakeholders and Board of Trustees (Board), on fulfilling the ULO Design Criteria. This role is the key link between the Board and staff and the users. More than one person could fill this role. Where skills development is required, the organisation should make support for this available, for example by arranging training or providing a buddy to work alongside the person. All access needs should be met in relation to the role, for example, providing a note taker or communication support at Board meetings; ensuring meetings take place in an accessible venue. If not already a Board member, they should be co-opted for the duration of the ULO action plan or, preferably, be recruited as a permanent Trustee. The Person A disabled service user Already an existing Board member or prepared to be co-opted or elected to the Board at least for the timespan of the ULO Action Plan Either have or be prepared to develop the necessary skills to fulfil the role effectively Familiar with the Social Model of Disability and able to explain it to others Able to identify and express their own access needs and ask for them to be met Able to represent the views of users to the Board clearly and assertively Able to work as part of a team The Role Set up (if not already in existence) and facilitate a self managed user forum. If it is a new forum, agree with its members a plan for its further development Attend all Board meetings, report to the meeting from the forum and report back to the forum Work with the organisation and in consultation with users and stakeholders to prepare and deliver the ULO Action Plan, with reference to the ULO criteria Facilitate regular evaluation of the ULO Action Plan by users and stakeholders Support forum members and other users who wish to become Board members 129 Liaise with other Champions and mentees working with neighbouring organisations for mutual support and information sharing 130 Example Booking and Access Needs Forms Three sample booking and access needs forms are included in this appendix. (1) Email version (Word tables) (2) Text only version (3) Printable, hard copy version 131 Name of Organisation and Logo Booking and Access Needs Form Email Version Event title Venue Date Time Thank you for your interest in coming to this event. Please fill in this booking form. Click in each box to fill in your answer. (If a plain text version of the form would be more accessible to you, please contact us at xxxxxx ) We need this form back by xxxx. Details of where to send it are at the end. Name: Organisation or group (if applicable): Contact details (phone, email, textphone etc. – please tell us how you prefer to be contacted): We want you to be able to take part fully. Please help us by telling us about your access needs. Go on to the next pages and click in each box to tell us your answer. 132 In what format do you need your information provided? (Put a X or Yes beside the one that applies to you.) Standard Print – 14 point like this Large Print – 18 point like this Braille Easy Read Format Electronic (Microsoft Word) Electronic (PDF) Electronic (RTF/plain text) Audio CD Audio Tape Other (please indicate) Do you need any form of communication support? (Put a X or Yes beside the one that applies to you.) Induction (hearing) loop or infra-red system BSL Interpreter Sign Supported English (SSE) Palantypist (speech to text) Lip-speaker Note-taker Other communication support – please tell us what you need What other access issues do we need to know about? (Put a X or Yes beside the one that applies to you or type details.) I will need a wheelchair accessible toilet I will be bringing an Assistance Dog 133 I will be bringing a Personal Assistant/Support Worker I will need regular breaks I will need a particular type of chair (like an office chair, a chair with arms, a soft chair etc.) I will need you to arrange a Personal Assistant for me Any other access needs which we haven’t mentioned? Food (Put a X or Yes beside the one that applies to you.) Vegetarian Vegan Low fat Wheat Free Halal Kosher Other dietary needs we haven’t mentioned? Is there anything else we need to know to ensure you can participate fully in this event? Please tell us here… When you send us back this booking form we will contact you again to say that we have saved a place at the event for you. We will then send you more information about where the event is being held and what the programme is. We look forward to seeing you on xxxxx 134 Please return this form to xxx by xxxx by email xxxx@xxx or you can print it out and send it back by post to xxxxxx If you need more information you can contact xxx Email xxx@xxx (email) Telephone xxxx or Text messages 07xxxxx Fax Xxxx 135 Logo for (organisation’s name) Name of Event Date Time Venue Booking Form and Access Needs (text only version) Thank you for your interest in coming to this event. Please complete this booking form by typing or writing in the information. We need this it back by (date). Details of where to send it are at the end. Name: Organisation or group you belong to (if appropriate): Contact details (phone, email, textphone, address etc. – please tell us how you prefer to be contacted): We want you to be able to take part fully. Please help us by telling us about your access needs. In what format do you need your information? (Please type X or Yes next to the one which applies to you.) Standard Print (14 point sans serif) Large Print (18 point like this – or bigger) Braille Easy Read Format Electronic (Microsoft Word) Electronic (PDF) Electronic (RTF/plain text) Audio CD Audio Tape Other (please indicate) Do you need any of these types of communication support? (Please type X or Yes next to the one which applies to you.) Induction (hearing) loop BSL Interpreter Palantypist (speech to text transcription) Other communication or language support – please tell us what you need 136 What other access issues do we need to know about? (Please type X or Yes next to the one which applies to you.) I will need a space for my car in the hotel car park (blue badge holders only – there are only a few spaces) I will be bringing an assistance dog I will be bringing a Personal Assistant/Support Worker I will need you to arrange a Personal Assistant for me I will need regular breaks I will need a particular type of chair (like an office chair, chair with arms, soft chair etc.) Any other access needs which we haven’t put in above? Food Vegetarian Vegan Low fat Wheat free Halal Kosher Other dietary needs we haven’t put in above? Is there anything else we need to know to ensure you can take part fully in this event? Please tell us here… When you send us back this booking form we will contact you again to say that we have saved a place at the event for you. We will then send you more information about where the event is being held and what the programme is. We look forward to seeing you on xxxxx (date) Please return this form to xxx by xxxx by email to xxx@xxxx or you can print it out and send it back by post to xxxx (address) If you need more information you can contact xxxx By email at xx@xxx By telephone xxxxx or By Text message 07XXX By Fax XXXX 137 Organisation Name and Logo Name of Event Date Time Venue Booking Form and Access Needs (Printable Version) Thank you for your interest in coming to this event. Please fill in this booking form. We need this form back by xxx. Details of where to send it are at the end. Name: Organisation or group you belong to (if appropriate): Contact details (phone, email, textphone, address etc. – please tell us how you prefer to be contacted): We want you to be able to take part fully. Please help us by telling us about your access needs. Go on to the next pages and write in each box to tell us your answer. 138 In what format do you need your information? (Please tick or put Yes next to the one which applies to you.) Standard Print (14 point sans serif – like this) Large Print (18 point like this – or bigger) Braille Easy Read Format Electronic (Microsoft Word) Electronic (PDF) Electronic (RTF/plain text) Audio CD Audio Tape Other (please say what) Do you need any of these types of communication support? (Please tick or put Yes next to the one which applies to you.) Induction (hearing) loop BSL Interpreter Palantypist (speech to text transcription) Other communication support – please tell us what you need What other access issues do we need to know about? (Please tick or put Yes next to the one which applies to you.) I will need a space for my car in the hotel car park (blue badge holders only – there are only a few spaces) I will be bringing an assistance dog I will be bringing a Personal Assistant/Support Worker 139 I will need you to arrange a Personal Assistant for me I will need regular breaks I will need a particular type of chair (like an office chair, chair with arms, soft chair etc.) (please tell us which) Any other access needs which we haven’t put in above? Food Vegetarian Vegan Low fat Wheat free Halal Kosher Other dietary needs we haven’t put in above? Is there anything else we need to know to ensure you can take part fully in this event? Please tell us here… When you send us back this booking form we will contact you again to say that we have saved a place at the event for you. We will then send you more information about where the event is being held and what the programme is. We look forward to seeing you on xxxxx (date) 140 Please return this form to xxx by xxxx (date) the address to send this back by post is xxxxx(address) If you need more information you can contact xxx by email at xxx@xxx by telephone on xxxxx by text message on 07xxxx By fax on xxxxxxx 141 Example Training Exercises User-led Organisations Disability Equality Training for Management Board, Staff and Service Users The Hand-Out Pack The following pages relate to a training course delivered to Management Boards, staff and service users as part of the ULO Demonstrator Site project in 2009/10. It is an example of a course which can be delivered to organisations wishing to develop as a user-led organisation. This Support Pack contains a number of resources which can be used to support the course content. The relevant Support Pack resources are: Meeting the Design criteria 1: The Social Model Meeting the Design Criteria 2: Equality, Diversity and Rights Meeting the Design criteria 3: The Organisation’s Constituency Traditional or Individual Model of Disability: A Summary Social Model of Disability: A Summary Talking the Social Model: Some tips on inclusive language and terminology Disability “Etiquette”: Working More Effectively with Disabled People Organising Inclusive Events: Guidance Notes Example Booking and Access needs Form for Inclusive Events 142 User-Led Organisations Disability Equality Training for Management Board, Staff and Service Users A One-Day Course Introduction This one-day course is for organisations wishing to develop as user-led Organisations (ULOs) and is targeted at members of the organisations’ management boards, staff and service user members. It will provide an opportunity to bring these groups together to encourage them to learn from each other about how disabled people can effectively be involved in user-led organisations. Aims This course aims to: enable participants to explore a variety of approaches to understanding disability as an aid to promoting a user-led approach within their organisation; develop participants’ knowledge of the kind of barriers which a range of disabled people experience and share good practice in removing those barriers; explore the support needs of disabled people wishing to become trustees and solutions to meeting these needs; explore effective methods of engagement with service users consider effective ways for disabled people to effectively participate in user-led organisations Learning Outcomes At the end of the one-day course, participants will be able to: demonstrate their understanding of the different ways in which discrimination against disabled people can operate in society, and in particular in relation to getting access to services and employment; Identify key barriers within society, and within their organisation, that may prevent disabled people participating on an equal basis with non-disabled people; distinguish between different approaches to understanding disability and identify ways in which using particular approaches can be fairer and more effective; describe some of the ways in which a range of barriers can be removed; 143 review their own practices when meeting and working with disabled people, and identify particular issues for disabled people within their organisation; produce individual and group action points to identify areas of possible improvement within their own area of the organisation. Participants will receive a programme, supporting handouts and a certificate of attendance. The day runs from 9.30am to 4.30pm (registration and refreshments at 9.15). Refreshments and lunch are included. 144 User-Led Organisations Disability Equality Training for Management Board, Staff and Service Users A One-Day Course Programme 9.30 Welcome, Housekeeping and Introductions What is Disability? Definitions, Facts and Figures History of Disability Refreshment and Comfort Break Approaches to Disability Disability Discrimination Act in brief Labels and Language 1.00 Lunch Break 2.00 The Challenges Faced by Disabled People in Taking an Active Role Within Your Organisation Meeting the support needs of disabled people Participating in Your Organisation Refreshment and Comfort Break Effectively engaging with service users Round-up 4.30 Finish 145 User-Led Organisations Disability Equality Training for Management Board, Staff and Service Users What is Disability? So that we can consider how our organisations can become user-led by involving our disabled service users, we need to start by considering our own view of disability and the experiences that either we have had ourselves or those of others close to us. In your groups, please consider and record: What does disability mean to you? What (if anything) is the difference between “disability” and “impairment”? Have either you, or anyone close to you, ever faced discrimination? 146 User-Led Organisations Disability Equality Training for Management Board, Staff and Service Users The History of Disability To help us to start to think about the issues that disabled people face when becoming actively involved in the organisations which support them, it is helpful to consider the different experiences of disabled people throughout history. In your groups, consider: How have disabled people been treated over the years? (You can talk about current times, or as far back in history as you know about. What famous people (living or dead, real or fictional) have been disabled people? 147 User-Led Organisations Disability Equality Training for Management Board, Staff and Service Users The Language We Use Language matters! If we use certain words or phrases, we can cause hurt and offence. In your groups, consider the following words and phrases and whether you think they are positive or negative terms. Term Positive Learning difficulties Handicapped Able-bodied Wheelchair user Schizophrenic Disabled People Hearing impaired Mental disorder Special Needs Spastic The deaf Non-disabled People Partially sighted Deaf (Capital D) or deaf (small d) Blind Access needs / requirements Wheelchair bound 148 Negative Not Sure User-Led Organisations Disability Equality Training for Management Board, Staff and Service Users Challenges Faced by Disabled People Playing a Full and Active Role in Organisations A key part of being a user-led organisation is involving service users in designing, delivering and developing services. There will be different times when disabled people would wish to get involved in different aspects of your organisation, such as being a trustee, being a paid employee or volunteer, or taking part in service user involvement activities. In your groups, Consider what challenges disabled people might face when getting involved with different aspects of your organisation. 149 User-Led Organisations Disability Equality Training for Management Board, Staff and Service Users Assertive Presentation: My Access Needs In the context of taking an active part in an organisation which supports you, there may be times when you want to take part in meetings or events. These might be because the organisation wants to find out the views of its service users on the services it provides, or it might be because you are interested in becoming a Trustee of the organisation. In these situations you will probably find yourself needing to explain clearly, concisely and assertively what other people need to do to ensure you can participate fully. In other words, a statement of your own access needs. Make some notes for yourself about the key points you need to put across about your access needs. Now communicate this clearly and assertively to the other person you are working with. The other person will observe and give feedback about how effective and assertive you were in your presentation! 150 User-Led Organisations Disability Equality Training for Management Board, Staff and Service Users Effective Participation: Rights and Responsibilities We all have rights when we participate in meetings, events and activities (including, for example, this training or being involved with organisations which support us. Discuss and record what you think those rights might include. With rights come responsibilities. Discuss and record what you think are your responsibilities when participating in meetings, events and activities. 151 It is important to recognise that on many occasions we will be working with a diverse range of people whose life experiences are very different from our own. For example, people from different social, cultural and ethnic backgrounds, people of different ages, different sexual orientation, with different impairments etc. What additional issues does this raise in relation to the rights and responsibilities your group has discussed? 152 Meeting The Design Criteria: Quick Reference Action Points Introduction This section of the ULO Support Pack gives Hints and Tips on what steps you need to take to meet each of the Department of Health’s 21 Design Criteria, what questions you need to ask in the organisation and key issues you need to consider. It also directs you to chapters in the Support Pack which contain more detailed information on meeting that criterion. In line with other chapters and resources, “DC” has been used to represent the words “Design Criteria” – for example, “DC1” means “Design Criteria 1”. The chapter “Essential Features of a User-led Organisation: The Department of Health’s Design Criteria” explains the basis for each of the Design Criteria. The action plan template in the Support Pack will help further with your organisation’s strategy to become user led. Some of the action points in this chapter will need to be addressed at the start of, or very early in, the organisation’s ‘journey’ to becoming user-led. Others are ongoing actions and issues to be dealt with over time which will reinforce and embed the organisational changes. This document draws on Breakthrough UK Ltd's “ULO self assessment framework questionnaire”, work done with nine organisations by disabled consultants in the ULO Demonstrator Site project in East Sussex during 20092010 and the more detailed chapters contained within the Support Pack. With thanks to Breakthrough UK Ltd for making their documentation available to us. www.breakthrough-uk.net Design Criteria 1 to 9: The Organisation’s Values Dc1. The organisation works from a social model of disability perspective Relevant Support Pack Resources Meeting the Design Criteria 1: The Social Model Resolution for Boards Language and terminology 153 Hints and Tips Using the template in this Support Pack, draw up a resolution for your Board to ratify, stating that the organisation is committed to being a Userled Organisation (ULO). This should include the commitment to using and promoting the social model of disability. Review your organisation’s written values or mission statement and make sure that they reflect the key principles of the social model. Review any other written material, such as policy documents and make sure that they include the key principles of the social model. Check the documents for the language and terminology used – changing how things are said to make sure they are consistent with the social model will strengthen the message. In any forthcoming publications, such as your next newsletter and annual report, publish a statement about how the organisation reflects the social model in its work. Arrange training for your staff, volunteers and management board in the social model of disability. Dc2. The organisation promotes independent living Relevant Support Pack Resources Meeting the Design Criteria 1: The Social Model Promoting independent living Hints and Tips Make sure that everyone in your organisation has a shared understanding of independent living. Draw up a statement or short policy document to make sure everyone has the same understanding (sections of the chapter on promoting independent living will help with this). Review your organisation’s existing commitment to promoting the concept of independent living and how this is reflected in the way the organisation works. Review the organisation’s written values or mission statement and make sure that they reflect the key principles of independent living. Review any other written material, such as policy documents, and make sure that they include the key principles of independent living. In any forthcoming publications, such as your next newsletter and annual report, publish a statement about how the organisation reflects independent living principles in its work. 154 Dc3. The Organisation Promotes People’s Human and Other Legal Rights Relevant Support Pack Resources Meeting the Design Criteria 2: Equality, Diversity and Rights Hints and Tips Review your organisation’s existing commitment to promoting human and other legal rights Make sure that everyone in the organisation has a clear commitment to human and other legal rights. Review the organisation’s written values or mission statement and make sure that they incorporate statements on human and other legal rights. Review any other written material, such as policy documents, publicity and annual reviews. Make sure that they include statements on how the promotion of human and other legal rights are reflected in the work of the organisation. Arrange training for your staff on human and other legal rights. Make sure that, where relevant, events and activities include specific information on human and other legal rights. Dc4. The organisation is shaped and driven by the initiative and demand of its constituency Relevant Support Pack Resources Meeting the Design criteria 3: The Organisation’s Constituency Hints and Tips Make sure that direct service users are represented on your Board / management committee. Set up a service user advisory group. Consider how you can involve in this advisory group those whose voices are least heard, for example, people for whom conventional meeting settings would be a barrier to participation. Review the organisation’s existing procedures for involving its service users in how services are designed. Consider new and creative ways of involving service users in service design. This might involve asking service users about new ways of involving them in these discussions. Review any existing methods that your organisation has in place for service users to evaluate the services they receive. Consider new and creative ways of getting feedback from service users. This might involve asking service users about new ways of giving feedback. 155 Identify ways of capturing comments and suggestions from service users that are not part of existing, formal feedback mechanisms. Find ways to record these so they are not lost and make sure they are considered by decision-makers Review any existing systems that your organisation has in place that enable you to feed back to service users how the organisation has acted on the comments / information they have provided to you. Dc5. The Organisation is Peer Support Based Relevant Support Pack Resources Meeting the Design Criteria 1: The Social Model Peer support Hints and Tips Have in place formal systems and / or structures for peer support, peer advocacy or mentoring in your organisation. This means facilitating users of your services to support other users to help themselves and make choices about how they want to receive any support they need. Suggestions for ways of facilitating peer support in your organisation are described in more detail in the peer support chapter, and include the following: Involve service users, volunteers and members in discussions about the idea of peer support and how they would like to see it operate formally within the organisation. With those constituents, draw up a simple set of guidelines so that people understand what peer support is and what it is not, and what both parties can expect from each other. Provide regular training or coaching for people who are interested in taking part in peer support, peer advocacy or self advocacy. Provide support or ‘supervision’ for those who are in the main supporting role in peer support partnerships Encourage peer support partnerships regularly to reflect on what they have learned from working together. Have ways of capturing and recording this learning from peer support partnerships so that it can be shared more widely in the organisation. Consider whether any of your services are delivered by the people the organisation works with or represents. Have in place a strategy for future recruitment to meet this target and regularly monitor its progress. 156 Dc6. The Organisation Covers all Local Disabled People, Carers and Other People who use Support Either Directly or Via Establishing Links with Other Local Networks and Organisations Relevant Support Pack Resources Meeting the Design Criteria 4: Carers, Networks, Partnerships Meeting the Design Criteria 2: Equality, Diversity and Rights Hints and Tips Remember, everyone that uses your organisation’s services will have a range of circumstances and needs; they will not simply have one impairment. Make sure your organisation provides formal or informal support and/or services to people other than those in your primary user group. For example, if your organisation is set up to work with people with a particular impairment, make sure that they can access services relating to other impairment needs. Make sure you are able to signpost people to other organisations where you are not able to provide services directly to them, and that these include organisations representing diverse communities Make sure that you have formal or informal systems for referral to other services and/or functions in your organisation. If carers are also involved in your organisation, have systems in place for identifying and dealing positively with any potential conflicts of interests between carers and disabled people / people who use support. Review local, county, regional, national or international bodies / associations/forums related to your work to which your organisation belongs. Encourage your organisation to join any others that are appropriate. Make contact with organisations and networks who work with different user groups to your own (for example, younger people, people from Black and Minority Ethnic communities etc). If issues arise affecting disabled people, carers or others who use support from those other user groups, explore the possibility of collaboration over a newsletter article, press release or event (for example, sporting opportunities for young disabled people, access to mental health support services by people from Black and Minority Ethnic communities). Explore opportunities for joint funding with organisations working with people who are under-represented in your own organisation. Make sure that you include the links you have with organisations representing different user groups than your own in any formal documentation. 157 Dc7. The Organisation is Non-discriminatory and Recognises and Works with Diversity in Terms of Race, Religion and Belief, Gender, Sexual Orientation, Disability and Age Relevant Support Pack Resources Meeting the Design Criteria 2: Equality, Diversity and Rights Meeting the Design Criteria 1: The Social Model Hints and Tips Review the organisation’s written equal opportunities / antidiscrimination/diversity and equality policy and amend this if necessary to reflect commitment to this criterion. Review the organisation’s written materials and resources to make sure that inclusive and non-discriminatory language is used consistently. Review any current monitoring systems that are in place which evaluate the take-up of services. Check that they are appropriate for different groups of your existing users or potential users. Have monitoring systems in place in respect of employment, membership of the Board or volunteers. Regularly review the results of this monitoring. Make sure the Board regularly receive reports based on the results of the above monitoring. Take action to address under-representation of particular groups in any of these areas. Make sure that all decision-makers in your organisation fully understand legal obligations in relation to equality legislation. Make sure staff, volunteers and supporters in your organisation understand their own legal obligations in relation to equality legislation. Provide diversity and anti-discrimination training for your organisation’s staff, management board and volunteers. Review any formal requirements that your main funders have relating to how you make sure your services comply with equality legislation and how you promote diversity. Make sure the organisation meet these requirements. Carry out specific activities to target ‘hard to reach’ users or people whose voices are seldom heard. Have regular ‘us’ and ‘them’ activities for Board members, staff, volunteers and service users which help make sure the organisation is not excluding people from different communities or sections of the community. Examples are activities which get people to suggest what are the social and personal characteristics of people regularly involved with the organisation (who is ‘us’). This will help clarify who ‘belongs’ to the organisation and therefore who might feel left out (who is ‘them’). These could be regular events just for this purpose or such activities could be included in other events. 158 Dc8. The Organisation Recognises that Carers Have Their Own Needs and Requirements as Carers Relevant Support Pack Resources Meeting the Design Criteria 4: Carers, Networks, Partnerships Hints and Tips Members of your organisation may be carers themselves. Review whether your organisation does any work specifically with carers. Make sure you listen to carers’ views so they are taken into account in the way you run your services. Draw up specific procedures and documentation outlining how the organisation addresses the needs and requirements of carers. Draw up specific procedures and documentation outlining how the organisation deals with: a) common interests (between users and their carers) b) conflicts of interest and differences between users and their carers Make sure that the needs of carers are reflected in your organisation’s mission/values statement(s). Dc9. The Organisation Engages its Constituents in Decision-Making Processes at Every Level of the Organisation (see also Dc4) Relevant Support Pack Resources Meeting the Design Criteria 3: The Organisation’s Constituency Hints and Tips Draw up a chart or pictorial diagram outlining the organisation’s decisionmaking processes and how users can participate in these Review the current representation that service users have in the organisation at: a) management committee or Board level b) employed staff (including management level) c) volunteers and others involved with the organisation Identify the priority area(s) for action (where service users are least represented) and develop an initial action plan to address the underrepresentation Review how the organisation communicates information about how service users are enabled to be involved in decision making processes Carry out an audit of skills necessary at different levels of the organisation to identify where support, training and mentoring might be needed to equip service users to play a more effective role in decision-making 159 Provide mentoring training for individuals with different roles in the organisation who have skills (and willingness) to coach and mentor others into new roles Provide a variety of types of participation training or activities for service users, concentrating on the social model of disability, skills for effective meetings and working in groups and effective participation in decisionmaking processes 160 Design Criteria 10 to 21: The Organisation’s Characteristics Dc10. The Organisation Provides Support in a Way Which Enables Disabled People, Carers and Other People Who use Support to Exercise Choice and Control Relevant Support Pack Resources Meeting the Design Criteria 1: The Social Model Hints and Tips Set up a formal assessment process for users of your services Make sure that your assessment process has a formal “self assessment” section where service users identify their own needs Review the forms or documentation for the assessment and selfassessment processes to make sure the language is consistent with the social model of disability Make sure that service users self-define their needs and how these should best be met Make sure that procedures for carrying out service user reviews enable service users to exercise choice and control about the decisions directly affecting them Have a written statement stating how your users can exercise choice and control in the way the organisation works and through the services it provides In conjunction with service users, have systems to measure or evaluate the impact or outcomes achieved by promoting choice and control Make sure your promotional information about the services and support the organisation provides refer to the individual’s right to exercise choice and control? Dc11. The Organisation is a Legally Constituted Organisation Relevant Support Pack Resources What is a ULO? Meeting the Design Criteria 5: A Sustainable Organisation Hints and Tips If the organisation is just starting up, consider what will be an appropriate structure for the organisation, i.e. charity, Company Limited by Guarantee, Community Interest Company, social enterprise, Charitable Incorporated Organisation) 161 Make sure your constitution reflects the principles of the social model and does not contain any discriminatory clauses Provide regular training for Boards and management staff in the different aspects of running a sustainable organisation, especially in legal and financial matters Provide an easier-read, jargon free version of the organisation’s constitution Dc12. The Organisation Has a Minimum of 75 per cent of Voting Members on the Management Board Drawn from the Organisation’s Constituency Relevant Support Pack Resources Meeting the Design Criteria 3: The Organisation’s Constituency Hints and Tips The organisation should work towards having 75% of its voting members on the management board drawn from its constituency, but should have at least 51%, i.e. a majority Review how many of your Board of Trustees or Management Committee represent your service user group Advertise widely to service users that you are seeking Trustees or Directors from the service users of the organisation, including a statement about the organisation’s commitment to involving service users at every level of its decision-making processes Make sure your recruitment processes are free of any discriminatory barriers – an equality impact assessment or audit can help identify these Draw up role descriptions for the various positions on your Management Board, including a list of the skills required Carry out an audit of skills necessary to identify where support, training and mentoring might be needed to equip service users to become Trustees or Directors Where service users wish to become Trustees or Directors but do not have all the skills needed, develop opportunities for a more experienced board member to mentor or buddy a less experienced member or for those interested to ‘shadow’ a Trustee or Director Review how the duties of the Board or Management Committee are carried out and consider ways in which activities might be made more inclusive and accessible to people who reflect your service users (for example, more use of smaller sub-groups to carry out some areas of work) Consider ways in which current or outgoing Trustees or Directors might continue to contribute to the organisation, for example by helping to develop the skills and confidence of potential future members of the 162 Board, through involvement in ‘role play’ type activities in participation training or similar Dc13. The Organisation is Able to Demonstrate that its Constituents are Effectively Supported to Play a Full and Active Role in Key Decisionmaking (see also Dc4, Dc9 and Dc10) Relevant Support Pack Resources Meeting the Design Criteria 3: The Organisation’s Constituency Hints and Tips Review the training and support your organisation currently provides to enable service users to be involved in decision-making Carry out an audit of skills necessary at different levels of the organisation to identify where support, training and mentoring would help service users to play a greater role in decision-making processes Provide mentoring training for individuals with different roles in the organisation who have skills and are willing to coach and mentor others into new roles or buddy those taking on new responsibilities Review how the organisation meets the access needs (including information and communication) of all those involved in decision making processes, and assess what changes are necessary to involve those with other support needs Carry out an impact assessment of the organisation’s current processes for decision-making to identify barriers to wider participation of its constituents. Develop more inclusive activities, where appropriate Provide a variety of types of participation training for service users, concentrating on the social model of disability, skills for effective meetings, working in groups and effective participation in decision-making processes Consider ways in which current or outgoing Trustees or Directors might help develop the skills and confidence of potential future members of the Board, such as by involving them in coaching, mentoring, buddying or ‘role play’ type activities in participation training or similar. 163 Dc14. The User-led Organisation has a Clearly Defined Management Structure Relevant Support Pack Resources Meeting the Design Criteria 5: A Sustainable Organisation Hints and Tips Produce an organisational staffing chart Provide copies of the organisational staffing chart to all staff, service users, carers and supporters Publish documentation to communicate to all stakeholders the management structure and decision-making processes of the organisation Make sure that this documentation is available in a range of accessible formats (including easy read). Dc15. The Organisation has Robust and Rigorous Systems in Place for Running a Sustainable Organisation (e.g. financial management/contingency planning) Relevant Support Pack Resources Meeting the Design Criteria 5: A Sustainable Organisation Hints and Tips Contact your local CVS to discuss appropriate systems for running a sustainable organisation Review your current induction programme for new Trustees or management committee members to Make sure that it fills the knowledge and skills gaps of new (and potential) Board members Provide training for existing and new management board members on governance issues Provide appropriate training for your managers on running a sustainable organisation Have in place formal processes for having a dialogue with stakeholders and funders about what you might do and/or might require to become sustainable and secure a long term future for the organisation Review your organisation’s current financial and strategic plan Have a written annual business plan Make sure that formal minutes are taken of meetings where decisions are made about the organisation’s resources and future plans 164 Review your organisation’s approach to supporting, managing and retaining existing staff. Consider ways in which the organisation might enhance its reputation for being an ‘employer of choice’, thereby retaining the loyalty and commitment of staff (and volunteers) and contributing to the sustainability of the organisation Offer staff (and/or volunteers) who leave an “exit” interview in order to get feedback about their experience of the organisation. Use this to identify any areas for improvement which may help retain employees and volunteers in future, and contribute to the sustainability of the organisation Have in place a risk management plan Dc16. The Organisation is Financially Sustainable and Independent of Central Government Funding (see also Dc10 and Dc11) Relevant Support Pack Resources Meeting the Design Criteria 5: A Sustainable Organisation Hints and Tips Review any existing financial management policies and procedures that you have in place for the running of the organisation and contact your local CVS to make sure these meet up-to-date requirements Make sure that your accounts are either independently examined or audited as appropriate in time for them to be presented at your Annual General Meeting Make sure that at least a summary of your accounts is available in alternative formats to meet the needs of those attending your AGM Produce individual budget plans for each area of work in which you are involved Make sure that the organisation has a mix of funding from different sources to improve its financial sustainability and stability Make sure you include full cost recovery in any budgets you draw up for funding applications 165 Dc17. The Organisation has Paid Employees, Many of Whom Reflect the Organisation’s Constituents Relevant Support Pack Resources Meeting the Design Criteria 3: The Organisation’s Constituency Hints and Tips Produce a chart identifying the jobs that are currently filled by people reflecting the organisation’s constituency and at what level they are employed within the organisation Review any current equality monitoring systems that your organisation has in place for paid staff and volunteers Review basic employment practice to make sure that all existing paid employees have a Contract of Employment and job description Make sure that all existing and new posts have job descriptions, person specifications and competency frameworks which demonstrate best practice in employment and equality law, and which signal the commitment to employing people who reflect the organisation’s constituency Carry out a staff survey to find out whether any of your employees have been, or are still, service users and whether they experience any barriers to working in the organisation Review the organisation’s existing recruitment procedures and make sure they cater for the access and support needs of the organisation’s service user group When advertising any job vacancies, include a statement on the organisation’s wish to seek applications from people in its service user group Review the organisation’s career development procedures and make sure that they provide equality of opportunity for different sections of the community Review the organisation’s existing procedures for making reasonable adjustments for all employees (e.g. access and support needs, and Make sure that staff and managers are aware of the Access to Work scheme etc.) Provide regular training for your existing staff Make sure that staff at all levels of the organisation feel well supported in their posts by having clear leadership, strong management and supervisory support Review your organisation’s approach to supporting, managing and retaining existing staff. Consider ways in which the organisation might enhance its reputation for being an ‘employer of choice’, thereby retaining the loyalty and commitment of staff (and volunteers) and contributing to the sustainability of the organisation 166 Make sure that staff (and / or volunteers) who leave the organisation have an “exit” interview in order to get feedback about their experience of the organisation, and to identify any areas for improvement which may help retain employees and volunteers in future Encourage people from within your organisation’s principal user group to take up work experience placements if they are interested in employment in the organisation Provide training and coaching, mentoring or buddying support for service users/volunteers who are potential employees Keep a record of external sources of expertise and training providers that may be appropriate for use by the organisation Dc18. The Organisation Identifies the Diverse Needs of the Local Population and Contributes to Meeting Those Needs (see also Dc7) Relevant Support Pack Resources Meeting the Design Criteria 2: Equality, Diversity and Rights Hints and Tips Explore opportunities for participating in regional or local service planning and / or commissioning meetings to enable your organisation to contribute to developing community plans to best meet the diverse needs of your local community Make sure that service users, volunteers and supporters of the organisation are made aware of local (and national) consultations and involvement processes, and where possible organise specific events to facilitate responses to such consultations or input to involvement processes Review the organisation’s strategy and/or business plans to identify any changes that may be required to enable the organisation to contribute to meeting the diverse needs of local people Maintain an awareness of current topics relevant to specific groups in the community which are currently under-represented in the organisation Develop strong links with other local groups and organisations of minority communities to make sure the organisation represents the views and issues of those whose voices are seldom heard Develop mechanisms to make sure that feedback from service-users (whether from formal feedback systems or informal comments and suggestions) is recorded and readily available to inform local service planning activities 167 Dc19. The Organisation is Accountable to its Constituents and Represents Their Views at a Local Level (see also Dc8, Dc9 and Dc10) Relevant Support Pack Resources Meeting the Design Criteria 3: The Organisation’s Constituency Meeting the Design Criteria 6: Commissioning Hints and Tips Review and audit the organisation’s membership system (if it has one) and who has voting rights Make sure that the organisation’s membership system gives its service users full voting rights If you wish other supporters of the organisation to be members, consider enrolling them as associate members with fewer voting rights (for example, one vote per organisation rather than one per individual) Review the organisation’s procedure for service users to make complaints, raise concerns and/or provide compliments Involve service users, voting members, staff and volunteers in drawing up business plans and prioritising exercises Give service users and members an opportunity to meet regularly with the Board of Trustees or Management Committee to discuss and report on the organisation’s direction and development Provide opportunities for Trustees and management staff to answer questions on the annual review and accounts and similar organisational documents Dc20. The User-led Organisation Can Demonstrate the Participation of its Constituents in Designing, Delivering and Monitoring the Organisation’s Services (see also Dc10) Relevant Support Pack Resources Meeting the Design Criteria 3: The Organisation’s Constituency Hints and Tips Have in place formal processes to enable you to identify any gaps in service provision and how to address them Make sure these processes genuinely strengthen levels of participation of different groups of service users/the people you support Involve service users, voting members, staff and volunteers in drawing up business plans and prioritising exercises Develop mechanisms to make sure that feedback from service-users (whether from formal feedback systems or informal comments and 168 suggestions) is recorded and readily available to inform the organisation’s own service planning activities Make sure that involvement activities about potential new services (or reviewing existing services) are inclusive and accessible. This may mean carrying out a range of different types of activity rather than only conventional meetings, to enable more service users to input ideas or provide feedback DC21. The Organisation Works with Commissioners to Improve Commissioning and Procurement Relevant Support Pack Resources Meeting the Design Criteria 6: Commissioning Hints and Tips Take all opportunities to contribute to local authority / public sector body commissioning procedures Have a structured approach to working with different commissioners of services Explore training opportunities and / or other resources to develop skills and knowledge around commissioning and procurement Take all opportunities available to develop consortium or partnership applications for bidding for new work Make sure that the organisation makes use of the experience and resources of other ULOs (such as through the National Centre for Independent Living website) which have developed work on inclusive commissioning, in order to influence local commissioners on current best practice Make sure the organisation feeds back to commissioners the importance of building in user-led principles to the commissioning process, in particular highlighting some of the added-value which a ULO can bring to the tendering process (see the Meeting the Design Criteria 6 Chapter) Make sure that the organisation talks to commissioners about the accessibility of current tendering processes, for example whether timescales are realistic, the need to minimise jargon and provide documentation in plain language and that requirements for liability insurance are legitimate and proportional to the service. 169 Template Action Plan for Developing User-Led Organisations In the Template Resolution for Boards in this ULO Support Pack, the Board is asked to draw up a timed and measurable action plan for your organisation to work towards becoming a ULO. This template provides some examples of tasks which you might include in such an action plan, with suggested resources and appropriate people to lead on each action. Objective Action(s) Needed Agree and sign Resolution Resource Requirement(s) Copies of resolution in formats as necessary Recruit ULO Champions Identify one or two disabled users to fulfil the role Adopt social model Revise constitution Role description in Support Pack Names of mentees and user forum leaders Support Pack information Commit to becoming user led Demonstrate commitment to social model Provide info and/or training in social model for staff & users Demonstrate Update or commitment create equal to equality & opportunities diversity policy Support Pack information. Who Will Organise Board – with contextual info from mentee/ user champion and/or consultant CEO & Board ULO champion with mentee support to use Support Pack to find info ULO champion & mentee Time allocated for staff training Existing policy or CEO & staff template for new one 170 By When Notes Objective Enable user involvement to support progress towards being user led Action(s) Needed Set up a user forum or review existing groups Address access issues for stakeholder groups Enable users Carry out an to become EIA of Board Board policies and members processes Resource Requirement(s) Time & support for ULO champion Venue for regular meetings Who Will By Organise When ULO champion with support from mentee Admin support EIA briefing from CEO & staff Support Pack with champion & mentee support Implement recommendati ons Support new Board members with induction training 171 Notes Appendix 3: Useful Resources Sources of Support for Developing User-Led Organisations Support for Provision of Material in Accessible Formats Communication Support for People with Hearing Impairments Neal Communication Agency (NCA) Address: Cambridge House, 16-18 Wellesley Road, Croydon CR0 2DD Telephone: 0870 163 0556 Textphone: 0870 163 0557 Fax: 0870 622 0987 SMS: 0778 620 2548 E-mail: bookings@neal.uk.com Website: http://www.neal.uk.com NCA provides a range of communication support services. These include British Sign Language / English interpreting, lipspeaking, deafblind interpreting, deaf / relay interpreting, speech-to-text reporting and note-taking. As well as the various contact methods listed above, services can be booked using their online booking form via their website. RNID Communication Support Services Address: RNID Communication Services London and the South East, The Plaza, 100 Old Hall Street, Liverpool L3 9QJ Telephone: 0845 685 8000 Textphone: 0845 685 8001 Fax: 0845 685 8002 Email: communication.services@rnid.org.uk Website: http://www.rnid.org.uk RNID provides a variety of communication support services including British Sign Language/English interpreters and Electronic Notetakers. These services can be booked through their online booking form or by contacting one of their local communication support offices. 172 Producing Information in Accessible Formats for People with Visual Impairments United Kingdom Association for Accessible Formats (UKAAF) Address: PO Box 127, Cwmbran NP44 9BQ. Telephone: 0845 60 85223 Fax: 0845 60 85224 E-mail: enquiries@ukaaf.org Website: http://www.ukaaf.org UKAAF provides information and advice to anyone wishing to produce information in accessible formats for visually impaired people such as Braille, large print and audio. This includes a directory of organisations who produce material in accessible formats. Producing Information in Easier Read Formats for People with Learning Difficulties People First Address: Unit 3.46 Canterbury Court, Kennington Park Business Centre, 1-3 Brixton Road, London SW9 6DE Telephone: 020 7820 6655 E-mail: general@peoplefirstltd.com Website: http://www.peoplefirstltd.com People First provides an Easy Read Service to make reports, forms and publications accessible to disabled people with learning difficulties. Interpretation and Translation into Other Languages Vandu Language Services (VLS) Address: 36 St Nicholas, Lewes, East Sussex BN7 2JZ Telephone: 01273 473986 Fax: 01273 488701 E-mail: info@vlslanguages.com Website: http://www.vlslanguages.com Vandu Language Services (VLS) (originally Southeast Interpreting and Translation Services) provides a wide range of language services to both the public and private sector and work with more than 1,500 highly trained linguists who collectively speak over 100 languages. Services include translation, interpreting and training 173 Local Support for Disabled People East Sussex Disability Association (ESDA) Address: 1 Faraday Close, Hampden Park, Eastbourne, East Sussex BN22 9BH. Telephone: 01323 514500 SMS: 07564932445 Textphone: 18001 01323 514500 (via Typetalk) E-mail: info@esda.org.uk Website: http://www.esda.org.uk ESDA is an organisation which provides a wide range of services aimed at helping all disabled people in East Sussex to achieve independence and control over their lives. The majority of ESDA's trustees and members are disabled people, and the organisation also employs a large number of disabled people on its staff. ESDA is able to provide a range of training and consultancy services to organisations developing as ULOS, including disability equality training for Management Board and staff members and participation training for service users. East Sussex Association of Blind & Partially Sighted People (ESAB) Address: ESAB, West End, Herstmonceux, East Sussex BN27 4NH. Telephone: 01323 832252. E-mail: info@eastsussexblind.org ESAB provides a range of services to enhance the lives of people with sight loss, in order to increase their confidence and knowledge so that they can make informed choices about their lifestyle and care. They aim to promote independence, reduce social isolation and increase opportunities for inclusion and raise awareness with communities and policy makers. ESAB works across East Sussex with the exception of the towns of Eastbourne and Hastings, which have their own organisations which work with people with sight loss. All three organisations work closely under the umbrella of East Sussex Vision Care. ESAB also work in Hove and Portslade and offer a home visiting service in Brighton, Hove and Portslade only. 174 East Sussex Hearing Resource Centre (ESHRC) Address: 8 St Leonards Road, Eastbourne, East Sussex BN21 3UH Telephone: 01323 722505 E-mail: mail@eshrc.org.uk Website: http://www.eshrc.org.uk East Sussex Hearing Resource Centre (ESHRC) provides a range of services to Deaf, deafened and deafblind people. The majority of staff and volunteers have a hearing loss. Services include: communication support such as lipreading, sign language and cued speech, advocacy and outreach. Headway Hurstwood Park Address: Headway Hurstwood Park, Headway House, Jackies Lane, Newick, East Sussex BN8 4QX Telephone: 01825 724323 Fax: 01825 724363 E-mail: gerry.harris@headway-hp.co.uk Website: www.headway-hp.org.uk Headway Hurstwood Park provides support, advice, education and rehabilitation to anyone affected by acquired brain injury. As well as clients themselves, this includes their families, carers, friends, any organisations that they are or have previously been involved with, or their employers. Mind Wealden, Eastbourne and Lewes MIND Telephone: 01323 648836 E-mail: info@welmind.org.uk Website: http://ww.welmind.org.uk Hastings And Rother MIND Telephone: 01424 442435 E-mail: activ8network@hotmail.co.uk Website: http://ww.activ8network.org.uk Mind helps people to take control over their mental health. They do this to make it possible for people who experience mental distress to live full lives, and play their full part in society. They provide information and advice, training programmes, Mind in your area, grants and more. 175 South of England Advocacy Projects (SEAP) Address: 7th Floor, Cavendish House, Breeds Place Hastings, East Sussex TN34 3AA Telephone: 0330 440 9000 E-mail: info@seap.org.uk Website: http://ww.seap.org.uk SEAP delivers a wide range of advocacy and related services to a variety of client groups. The purpose of the organisation is to ensure that the views, wishes and feelings of those using health and social care services are promoted to service providers, and to provide advocacy support to individuals or groups who wish to resolve specific issues. Their three projects are: MY CHOiCE Advocacy Services – working with clients with a range of learning disabilities, including complex and profound communication difficulties, those who intermittently lack capacity and those with acquired brain injury. Xpress works with children and young people up to the age of 21, including those with learning disabilities and mental health issues. They have considerable experience in working with young people who are Looked After by the local authority and those who live in secure accommodation. Mental Health Advocacy (MHA) provides services to people experiencing mental health issues, including those with profound and enduring mental health issues. National Organisations Supporting Disabled People Change Address: Unit 41, Shine, Harehills Road, Leeds LS8 5HS Telephone: 0113 388 0011 Fax: 0113 388 0012 E-mail: info@change-people.co.uk Website: http://www.changepeople.org.uk CHANGE is a leading national equal rights organisation run by and for people with learning disabilities. They work with people and organisations to ensure that people with learning disabilities have the same rights, choices, information and services as everyone else. 176 Deafblind UK Address: Signet Road, Hampton, Peterborough PE7 8FD Telephone: 01733 358100 Fax: 01733 358356 E-mail: conferences@deafblind.org.uk Deafblind UK provides a range of services to assist deafblind people, their support assistants and other professionals. These include training in communication and rehabilitation skills, a free 24 our helpline, a regional network of staff and volunteers, a varied leisure programme and a range of publications in different formats. Royal National Institute of Blind People (RNIB) Address: 105 Judd Street, London WC1H 9NE Telephone: Tel: 020 7388 1266 Telephone (Helpline): 0303 123 9999 Fax: 020 7388 2034 Website: www.rnib.org.uk RNIB provides a wide range of products and services related to supporting people with sight loss, their families and friends, as well as employers and service providers. Royal National Institute of Deaf People (RNID) Address: Head Office, 19-23 Featherstone Street, London EC1Y 8SL Telephone: 020 72968000 Textphone: 020 72968001 Fax: 020 72968199 Information Line (Voice): 0808 8080123 Information Line (Text): 0808 808900 E-mail: infomationline@rnid.org.uk Website: http://ww.rnid.org.uk RNID works to improve the lives of deaf and hard of hearing people, by providing a range of services, campaigning and lobbying, raising awareness of deafness and hearing loss and through social, medical and technical research. 177 National Organisations Supporting User-led Organisations Disability Lib Alliance Address: Disability LIB, 6 Market Road, London N7 9PW. Phone: 0844 800 4331 Telephone: 0844 800 4331 Mobile (SMS): 07967 185752 E-mail: contact@disabilitylib.org.uk Website: http://www.disabilitylib.org.uk/ Disability LIB is an alliance of 7 organisations offering capacity building support and advice to user-led organisations in England using rights based principles and business skills, at a time of financial crisis and political opportunity. Disability LIB recognises that user-led organisations play a vital role in challenging disablism and discrimination. They value the diversity of user-led organisations and support their development as a specific and distinct sector within both local communities and wider society. National Centre for Independent Living (NCIL) Address: Unit 3.40, Canterbury Court, 1-3 Brixton Road, London SW9 6DE Telephone: 020 75871663 Advice Line: 0845 0264748 Website: www.ncil.org.uk NCIL is a not for profit organisation that is run and controlled by disabled people whose membership is made up of individual disabled people and organisations. NCIL’s primary aim is to promote independent living. This means disabled people having control and choice over their own lives. To do this NCIL give support and information around direct payments and Individual Budgets, tries to make sure that disabled people can get accessible information in these subjects and provides newsletters and a range of other publications. Shaping Our Lives Address: BM Box 4845, London WC1N 3XX Telephone: 0845 2410383 Typetalk: 18001 0845 2410383 E-mail: information@shapingourlives.org.uk Website: www.shapingourlives.org.uk/contact.html Shaping Our Lives National User Network’s vision is of a society which is equal and fair where all people have the same opportunities, choices, rights and 178 responsibilities – a society where people have choice and control over the way they live and the support services they use. Shaping Our Lives aims to: support the development of local user involvement that aims to deliver better outcomes for service users give a shared voice to user controlled organisations facilitate service user involvement at a national level work across all user groups in an equal and accessible manner improve the quality of support people receive enable groups to link to other user-controlled groups develop links with world wide international user-controlled organisations. Shaping Our Lives has a Management Group, a National User Group and also network and associate network members. http://www.shapingourlives.org.uk/downloads/general/structure_diagram.doc Shaping Our Lives Network (SOLNET) Website: http://www.solnetwork.org.uk/ The Shaping Our Lives Network is run by Shaping Our Lives (see above). It is a website which provides information about what service user organisations are doing and also what non-service user organisations are doing for service users This website will provide a way for service user organisations, service users and other people who are interested to : support the development of local user involvement that aims to deliver better outcomes for service users be a place where user controlled organisations can voice their views and concerns. give information about and support service user involvement at a national level be open to all user groups in an equal and accessible manner enable groups to link to other user controlled groups develop links with world wide international user controlled organisations The website reflects the priorities and needs of its member organisations. It also encourages user controlled organisations to learn both from each other and from wider best practice through the database, the online forum and other content 179 Local Organisations Providing Business Support 1066 Enterprise Address: Summerfields Business Centre, Bohemia Road, Hastings, East Sussex Telephone: 01424 205500 Fax: 01424 205501 E-mail Sharon.Fitzhugh@1066enterprise.co.uk. Website: www.1066enterprise.co.uk 1066 Enterprise is the enterprise agency for Hastings and Rother, and also the Chamber of Commerce for Hastings and St Leonards. They are the main point of contact for business support services in Hastings and Rother and have expanded to embrace the important roles of Town Centre Management, and to promote links between education and business through their Business Broker. Action In Rural Sussex (AirS) Address: Sussex House, 212 High Street, Lewes, East Sussex BN7 2NH Telephone: 01273 473422 Fax: 01273 483109 E-mail: info@ruralsussex.org.uk Website: www.ruralsussex.org.uk AirS aims to co-ordinate and support the work of both statutory and voluntary agencies working for and on behalf of rural areas of Sussex. It provides an independent and expert support service focusing on the provision of better services, business opportunities, community development and care, enterprise and village shops, social inclusion and issues affecting children and young people. They work to reduce disadvantage in rural areas, increase the capacity of rural communities and be an independent advocate that champions rural community life. Eastbourne And District Enterprise Agency Ltd (EDEAL) Address: EDEAL Business Centre, Dittons Business Park, Dittons Road, Polegate, East Sussex BN26 6HY Telephone: 0844 2640390 Fax: 01323 489801 E-mail: info@edeal.org.uk Website: www.edeal.org.uk EDEAL provides access to free, confidential and impartial business support services to new and small businesses in East Sussex and is the local deliverer of Business Link start-up services in Sussex and Kent. Additionally they can 180 provide affordable consultancy, training and mentoring to all business sectors, including social enterprise, through their network of experienced and accredited associates. Enterprise Agency, Brighton, Hove and Lewes (EABHL) Address: 23 Old Steine, Brighton BN1 1EL Telephone: 01273 666800 Fax: 01273 666802 E-mail: info@bnbusiness.co.uk Website: www.bnbusiness.co.uk EABHL provides support to business start-ups and existing small businesses. Advice on all aspects of setting up and developing your business is available through training. 1-to-1 advice is also available to trading companies at a heavily subsidised rate. Sussex Enterprise Address: Greenacre Court, Station Road, Burgess Hill, West Sussex RH15 9DS Telephone: 0845 67 888 67 Fax: 01444 259255 E-mail: info@sussexenterprise.co.uk Website: www.sussexenterprise.co.uk Sussex Enterprise is an organisation that supports and represents businesses in Sussex, and is owned by Sussex businesses through their membership. They provide practical business support, training, information and advice to help businesses develop, grow and profit. 181 Useful Resources Putting People First: Working Together with User-led Organisations http://www.dh.gov.uk/en/publicationsandstatistics/publications/publicationspolic yandguidance/dh096859 This document outlines the benefits to Las of working with ULOs, how Las can take advantage of these benefits and how the Department of Health supports ULOs. It is aimed at Directors of Adult and Children’s Social Services, commissioners and other officers working with ULOs or the third sector. A Guide to Getting Direct Payments From Your Council: A Route to Independent Living http://www.dh.gov.uk/en/publicationsandstatistics/publications/publicationspolic yandguidance/dh104845 The aim of this guidance is to assist local Councils in making Direct Payments. Together with the annexes, it also provides guidance on how local Councils might manage and administer Direct Payments. It replaces Direct Payments Guidance… Community Care, Services for Carers and Children’s Services (Direct Payments) Guidance issued in 2003. The guidance has been updated to reflect recent legislation changes that extend Direct Payments to previously excluded groups. An Impact Assessment and Equality Impact Assessment have been carried out. Working in a Consortium: A Guide to Third Sector Organisations Involved in Public Service Delivery http://www.cabinetoffice.gov.uk/media/107235/consortium%20guide%2ofinal.pd f Guide for staff and directors of third sector organisations who may be considering, or already involved in, developing a partnership to deliver a public service contract. Office of Disability, Right to Control http://www.officefordisability.gov.uk/working/right-to-control.php New milestone for Putting People First http://www.dhcarenetworks.org.uk/news/newsitem/?cid=6250 In September 2009 ADASS, the Local Government Association and the Department of Health agreed a set of milestones for local Councils. These help Councils to be clear about what good progress implementing Putting People First will look like. One milestone is that by April 2011 30% who are eligible for social care have taken up Personal Budgets. Councils will get support from regional and national organisations to help them achieve their milestones. 182 Independent Living Strategy http://www.officefordisability.gov.uk/working/independentliving/strategy.php In July 2006 the Independent Living Review was set up to develop a five-year strategy for independent living. The strategy sets out a five-year plan that seeks to realise the government’s aim that all disabled people (including older disabled people) should be able to live their lives and have the same choice, freedom, dignity and control over their lives as non-disabled. NCIL Products http://www.ncil.org.uk/ulos.asp Learning products available from Wave 1 (Year 1) of the DH User-led Organisations Project Action and Learning Sites. NCIL Protocol http://www.dhcarenetworks.org.uk/personalisation/topics/browse/directpayment s/supportsystems/responsive//parent=6411&child=6489 This document outlines the protocol for developing and expanding local userled support services and Centres for Independent Living. DH guidance states provision of support services are key to successful Direct Payments implementation, and that support provided through voluntary/recipient run organisations has been shown to be particularly effective and valued by recipient. 183 References This section contains a list of all the references which appear throughout the chapters that make up this Support Pack. 1 Inter-Agency Group of statutory and voluntary organisations: Response to Green Paper Independence, Well-Being and Choice. www.nhsconfed.org/docs/iag_asc_greenpaper_fullresponse.doc 2 Jenny Morris (2006) Centres for Independent Living / Local user led organisations: a discussion paper for the Department of Health 3 Department of Health (2007), User-led Organisations Project: policy document, Social Care, Local Government & Care Partnerships Directorate, September 2007, Department of Health Publications DH_078802 Prime Minister’s Strategy Unit (2005), ‘Improving the Life Chances of Disabled People’ 4 5 Department of Health (2007), User-led Organisations Project: policy document, Social Care, Local Government & Care Partnerships Directorate, September 2007, Department of Health Publications DH_078802 6 Department of Health (2007), ULO Project policy document 7 Disability Rights Commission (2002), policy statement on Independent Living, quoted in Department of Health’s ULO Project policy document 8 The concept of the social model of disability dates back to around 1976 when a group of disabled people, including Vik Finkelstein, Paul Hunt, Liz Finkelstein and Ken Davis, formed the Union of Physically Impaired Against Segregation (UPIAS). In their Fundamental Principles of Disability statement they made a distinction between impairment and disability. http://www.leeds.ac.uk/disabilitystudies/archiveuk/UPIAS/fundamental%20principles.pdf This groundbreaking work was later developed and defined as the social model of disability by Mike Oliver in1983 in his book Social Work with Disabled People, published by Macmillan. http://www.leeds.ac.uk/disabilitystudies/archiveuk/Oliver/in%20soc%20dis.pdf The idea of the social model, although starting with people with physical impairments, has since been broadened to include people with sensory and intellectual impairments, mental health support needs and other types of impairment. The concept of barriers in 184 the social model context is now widely used to explain the discrimination and prejudice experienced by other marginalised groups (see next footnote). 9 Quote from paper by Sarah Playforth, Access, Diversity and Equality Consultant and Trainer (2008), Diversity and Equality: a social model approach (supplied by the author) 10 Quoted in Count Us In 2000-2005 Report of the Disability Programme Trust for London 2005 11 10. Additional quote in this extract from a delegate at National Centre for Independent Living Shaping Our Futures conference, London, 1998 quoted in Hasler (2003), above DisabilityLib Alliance research report (2008), ‘Thriving or Surviving: Challenges and Opportunities for Disabled People’s Organisations in the 21st Century’, published for DisabilityLib by Scope 12 13 Hasler, Frances (2003), Philosophy of Independent Living, Internet publication www.independentliving.org/docs6/hasler2003.html 14 Examples of guides e.g. CHANGE (2009) How to Make Information Accessible: a guide to producing easy read information, www.changepeople.co.uk Baroness Jane Campbell (2008) ‘Fighting for a slice or for a bigger cake? Moving from identity politics to consensus action’, Cambridge: 6th Annual Disability Lecture, 29th April 2008 quoted in Simon Fanshawe and Dhananjayan Sriskandarajah (2010), ‘You can’t put me in a box: super-diversity and the end of identity politics in Britain’, Institute of Public Policy Research 15 16 Examples might include inequalities in health services for people with learning difficulties; funding opportunities in sports activities for young disabled people linked to the 2012 Olympics; access to mental health services for Deaf people; the impact of homophobic hate crime on disabled lesbians, gay men, bi-sexual and transgender people; police and Crown Prosecution Service treatment of people with learning difficulties as victims of crime or witnesses. 17 It can be helpful for an organisation to have regular (possibly externallyfacilitated) activities which aim to clarify, define and broaden the underlying assumptions about who ‘belongs’ to it. Identifying the shared understandings of ‘us’ and ‘them’, ‘we’ and ‘they’ can be very powerful in uncovering who might feel excluded by that sense of belonging to the organisation. 185 For example, Walsall DIAL ‘Young People as Trustees’ paper, available to download from http://www.ncil.org/ 18 Simon Fanshawe and Dhananjayan Sriskandarajah (2010), ‘You can’t put me in a box: super-diversity and the end of identity politics in Britain’, Institute of Public Policy Research 19 Quote from paper by Sarah Playforth – Access, Diversity and Equality Trainer and Consultant – (2008), Diversity and Equality: a social model approach (supplied by the author) 20 21 Office for Disability Issues (2008), Independent Living: a cross government strategy about independent living for disabled people 22 Department of Health (2007), User-led Organisations Project: policy document, Social Care, Local Government & Care Partnerships Directorate, September 2007, Department of Health Publications DH_078802 British Institute of Human Rights leaflet ‘A guide to human rights for disabled people’ http://www.bihr.org.uk/sites/default/files/bihr_disabled_guide.pdf 23 24 British Institute of Human Rights report on the operation of the Human Rights Act 10 Years On, http://www.bihr.org.uk/ The British Institute for Human Rights (BIHR) is now developing an interactive online resource which will provide the first one-stop shop of information on human rights for the third sector in the UK. BIHR is also creating a toolkit for campaigners which will be available online by March 2010. The toolkit will help organisations to integrate human rights based approaches in their campaigning and advocacy on a wide range of themes. These initiatives are funded by Capacitybuilders, a non-departmental public body. NCVO are leading on the delivery of the National Support Service for campaigning and advocacy in England, of which BIHR is a partner taking the lead on a human rights approach to campaigning. 25 At the time of writing this Support Pack, the Equality Act had just completed its Parliamentary progress, and can now be referred to as the Equality Act 2010. The majority of the provisions will come into force on 1st October 2010. The current Disability Equality Duty will continue until 1st April 2011. Once the Equality Act comes into force, the Disability Discrimination Act (DDA) and associated legislation will cease to exist, although the DDA will continue to apply to discriminatory acts up till the date the Equality Act comes into force. 186 The Equality and Human Rights Commission is, at the time of writing this Support Pack, writing the guidance for the new Act. Further information is available from the Government Equalities Office website http://www.equalities.gov.uk/equality_bill.aspx and from the Equality and Human Rights Commission website http://www.equalityhumanrights.com/legislative-framework/equality-bill/ 26 The Equality Act 2010 covers people who are discriminated against because of a ‘protected characteristic’. There are: disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, and sexual orientation. It will also protect people who experience direct discrimination or harassment because they are associated with a disabled person (family, friends, carers) or who are perceived to be a disabled person 27 Further information can be found on the Equality and Human Rights website http://www.equalityhumanrights.com/advice-and-guidance/, the government’s Directgov website http://www.direct.gov.uk/en/DisabledPeople/RightsAndObligations/DisabilityRig hts/DG_4001068, and many of the larger organisations of and for disabled people have leaflets and information on the current legislation. 28 Quote by Sunderland Disability Alliance, from Department of Health / Vision Sense (2009), Developing a ULO: Reflections from Sunderland Pilot Site – summary report available for download from http://www.ncil.org/ 29 Enfield Centre for Independent Living (2009), Revised Decision-Making Structure document – available for download from http://www.ncil.org.uk/downloads/Enfield%20DecisionMaking%20and%20Involv ement%20DC%20913.pdf 30 Enfield CIL document, page 3 and 4 DIAL Walsall describes in ‘Young People as Trustees’ strategy document a process by which informal group work is done as a prelude to involving young people on the Board of the organisation. Document for download from http://www.ncil.org.uk/contentid89.html Walsall DIAL Young People as Trustees Strategy.doc 31 32 A summary of the Access to Work scheme can be found at http://www.jobcentreplus.gov.uk/JCP/Employers/advisoryservices/diversity/Dev _015798.xml.html or on the Directgov website http://www.direct.gov.uk/en/DisabledPeople/Employmentsupport/WorkSchemes AndProgrammes/DG_4000347 187 33 Michelene Mason (1991), from ‘Disability Equality in the Classroom’ 34 Brenda Kilgallon, quoted in the report Department of Health / Vision Sense (2009), Developing a ULO: Reflections from Sunderland Pilot Site, above 35 Department of Health (2007), User-led Organisations Project: policy document, Social Care, Local Government & Care Partnerships Directorate, September 2007, Department of Health Publications DH_078802 36 Department of Health policy document, above 37 Department of Health policy document, above 38 Department of Health policy document, above, all quotes from paragraphs 42-47 39 List based on that suggested in Jenny Morris (2006) Centres for Independent Living / local User-led Organisations: a discussion paper for the Department of Health. She talks about a constellation of organisations together providing the support and services traditionally found in a Centre for Independent or Inclusive Living 40 Department of Health policy document, above, quote from paragraph 37 41 List adapted from those provided in Department of Health Policy Paper, above, and Jenny Morris discussion paper, above Term used, for example, by Enfield Disability Action / Enfield CIL, ‘Enfield’s Virtual CIL’, downloadable from http://www.ncil.org.uk/ 42 43 Enfield’s Virtual CIL document, above 44 From Breakthrough UK draft partnership code of conduct for CIL, downloadable from http://www.ncil.org.uk/ Prime Minister’s Strategy Unit (2005), Improving the Life Chances of Disabled People, pages 84-85 and recommendation 4.3, page 91 45 46 Hastings Voluntary Action website www.hastingsvoluntaryaction.org 47 Information on the different structures for a user-led organisation can be found in the “What is a ULO?” chapter. 188 48 Some examples include the classified advertisement pages of Disability Now http://www.disabilitynow.org.uk/living/classifieds/directory Disability LIB http://www.disabilitylib.org.uk/ National Centre for Independent Living http://www.ncil.org.uk/ Equality and Human Rights Commission http://www.equalityhumanrights.com/fairer-britain/funding-from-thecommission/) 49 These aims and areas of work are taken from the Ask CaSPer website www.askcasper.org.uk. 50 From the website of Disability LIB (Listen, Include, Build) www.disabilitylib.org.uk 51 Department of Health (2007), User-led Organisations Project: policy document, Social Care, Local Government & Care Partnerships Directorate, September 2007, Department of Health Publications DH_078802 52 From Bath and North East Somerset (2009), Equality Partnership Specification document – available to download from http://www.ncil.org/ DisabilityLib Alliance research report (2008) ‘Thriving or Surviving: Challenges and Opportunities for Disabled People’s Organisations in the 21st Century’, published for DisabilityLib Alliance by Scope 53 54 From Will Bee (2009) for Bath and North East Somerset People First, A Funding Guide for ULOs – downloadable document on http://www.ncil.org.uk/contentid91.html 55 56 Quote from DisabilityLib Alliance report (2008), above Examples from DisabilityLib Alliance report (2008), above 57 Joint Protocol between National Centre for Independent Living and the Association of Directors of Social Services for the provision of Centres for Independent Living and User Led Support Services, quoted in DisabilityLib Alliance report (2008), above 189 58 Personalisation Bulletin East Sussex County Council, February 2010 http://www.eastsussex.gov.uk/socialcare/adults/puttingpeoplefirst/personalisatio nbulletin.html See Prime Minister’s Strategy Unit (2005) Improving the Life Chances of Disabled People and Department of Health (2007) Putting People First 59 60 http://www.dh.gov.uk/en/SocialCare/Socialcarereform/Userledorganisations/ind ex.htm 61 Available from the NCIL website at http://www.ncil.org.uk 62 In other situations than the personalisation of social care, the different types of advocacy are usually described as: Citizen advocacy is where someone independent (often a volunteer) speaks up on behalf of a disabled person, carer or other person who uses support. Peer support is where someone with similar experiences provides support to help the individual to get their views across and/or access the resources they need. This advocate will be another disabled person, carer or other person who uses support. Professional advocacy is where someone acting in a professional (paid) capacity speaks up on behalf of a disabled person, carer or other person who uses support. Self advocacy is where someone speaks up for themselves (with support if necessary) and negotiates the services or to get the resources that they need. Group advocacy is when a group of disabled people, carers or others using services work together to get the resources they need. For example, a group of disabled people living in a residential setting, support each other to speak up to get improvements in the quality of their lives. 63 Morris J, July 2006, Centres for Independent Living / Local user-led organisations: A Discussion Paper, July 2006, http://www.dh.gov.uk/en/Policyandguidance/Healthandsocialcaretopics/ Socialcare/DH_076663 64 Based on the four elements of a CIL identified in David Gibb: Text of seminar presentation; Centre for Disability Studies, University of Leeds, 22 April 2005 190 65 Various different options for CILs can be found in Breakthrough UK Ltd. CIL presentation and Enfield Disability Action Enfield’s Virtual Model for a CIL, both documents downloadable from http://www.ncil.org.uk and in Morris (2006), above Prime Minister’s Strategy Unit (2005) Improving the Life Chances of Disabled People, London, The Stationery Office 66 67 Improving Life Chances, page 8 (standard print version) 68 This is described in an educational setting (but is equally applicable to any other environment) by the Alliance for Inclusive Education http://www.allfie.org.uk/pages06/about/integration.html 69 Disability Rights Commission (2002) Policy Statement on Social Care and Independent Living, Disability Rights Commission 70 Improving Life Chances report, page 71 71 Department of Health User Led Organisations Project Policy Document, Social Care, Local Government & Care Partnerships Directorate, September 2007 (N.B. this definitions document is based substantially on definitions within the above Department of Health publication). 72 Disability Rights Commission (2002), policy statement on Independent Living. 73 Office for Disability Issues (2008), Independent Living: a cross government strategy about independent living for disabled people 74 Office for Disability Issues 75 Mapping User-Led Organisations: User-Led Services and Centres for Independent Living: A Literature Review Prepared for the Department of Health, Supplementary Report No 1, http://www.leeds.ac.uk/disability-studies/archiveuk/index.html 76 Prime Minister’s Strategy Unit (2005), Life Chances of Disabled People 77 DIAL Barnsley Charter for Promoting Independence 78 Jenny Morris (2006), Centres for Independent Living / local user-led organisations: A discussion paper for the Department of Health 191 79 Speech by Phil Hope MP, Minister of State for Care Services, 18 March 2009: Progress on Personalisation Conference "Putting People First: One Year On", published on Department of Health website 80 Jenny Morris (2006) 81 An amendment to the Equality Bill during its passage through Parliament early in 2010 made it explicit that providing accessible information is part of meeting the duty of reasonable adjustment to practices and the provision of auxiliary aids. “Those bound by the duty must take reasonable steps to provide information in an accessible format where disabled people would otherwise be at a substantial disadvantage in the way that information is being provided” the Parliamentary Under Secretary of State at the Department of Health, Baroness Thornton, also said that the Government “wants to see a significant increase in the reported levels of compliance with the duty where it concerns the provision of information in accessible formats”. 82 United Kingdom Association of Accessible Formats www.ukaaf.org 83 DAISY format, synchronized text and audio content, is also used for epublications. It enables a more structured approach to audio versions of publications and books. More information can be found at http://www.rnib.org.uk/professionals/accessibleinformation/accessibleformats/d aisy/Pages/daisy.aspx CHANGE (2010), ‘How to make information accessible: a guide to producing easy read documents’, http://www.changepeople.co.uk/productDetails.php?id=2010&type=3 available as a free download or to buy as a hard copy. 84 85 See, for example, the easy read version of guidance for local authorities working with user-led organisations at http://www.dh.gov.uk/prod_consum_dh/groups/dh_digitalassets/documents/digi talasset/dh_096921.pdf 86 Based on information in the CHANGE guide, above 87 Based on information in the CHANGE guide, above 88 Examples include Community Network for Manchester (2008), Guidelines for Accessible Meetings and Events, available to download from http://www.mdpag.org.uk/pubs.htm and former Disability Rights Commission’s guidance on Organising Accessible Events, still available via the helpline of the Equality and Human Rights Committee, http://www.equalityhumanrights.com/. 192 The Centre for Accessible Environments (www.cae.org.uk) produces venue checklists, as does Tourism for All which produces an ‘Accessible Solutions’ manual and self-audit toolkit. 89 For example, the Interfaith Calendar http://www.interfaithcalendar.org/index.htm or the BBC http://www.bbc.co.uk/religion/tools/calendar/. It is worth checking more than one source as calendars may cover different religious or cultural groups. Other examples include http://www.woodlandsjunior.kent.sch.uk/Homework/religion/calendar.htm#mar The venue should comply with – and preferably go beyond – the relevant Disability Discrimination Act 1995 Code of Practice, which can be downloaded from http://www.equalityhumanrights.com/uploaded_files/code_of_practice_rights_of _access.pdf 90 91 For example, event PAs provided by Independent Living Alternatives work to a clear social model-based brief http://www.ilanet.co.uk/sitebuildercontent/sitebuilderfiles/event.pdf 92 See, for example, information on the East Sussex County Council (ESCC) website http://www.eastsussex.gov.uk/childrenandfamilies/childcare/parentsandcarers/fi nding/options/default.htm Childminding co-ordinators in ESCC may be able to provide information http://www.eastsussex.gov.uk/atoz/heading505.aspx?forms=&acc=1&ae=1&ah =1&al=1&ar=1&aw=1 Also national resources and information on www.everychildmatters.gov.uk National Childminders Association http://www.ncma.org.uk http://www.ncma.org.uk/pdf/wwc1_working_with_childminders.pdf The ‘Working Effectively with Disabled People: Etiquette Guide’ chapter in this support pack provides tips which may be useful for preparing such briefings. Examples of inclusive presentation/training techniques include: always reading out what is on slides or flipcharts; describe diagrams or visual images; keep information on slides brief, simple and uncluttered; 93 193 allow sufficient time for people who use communication support, people with speech impairments or communication devices to make their contributions; make sure only one person talks at a time; do not talk when facing away from the group (e.g. when writing on flipcharts); avoid the use of jargon, abbreviations and technical language; if it is helpful for participants to know such terms, explain clearly what these are (including a red ‘jargon-alert’ traffic light in the delegates’ packs can be useful for participants to hold up if the presenter uses unfamiliar jargon without explanation – and if this is visually accessible to the presenter of course!); videos, DVDs or film should also have sub-titles, British Sign Language interpretation and audio-description, etc. Workshop leaders should be particularly aware of the need to allow time and opportunity for everyone to make their contribution. The appendix with sample booking forms is separate to this chapter. 94 Prime Minister’s Strategy Unit, Improving the Life Chances of Disabled People, 2005. 95 Jenny Morris (2006) Centres for Independent Living / Local user led organisations: a discussion paper for the Department of Health and various different options for CILs can be found in Breakthrough UK Ltd. CIL presentation and Enfield Disability Action Enfield’s Virtual Model for a CIL, both documents downloadable from http://www.ncil.org.uk 96 Inter-Agency Group of statutory and voluntary organisations: Response to Green Paper Independence, Well-Being and Choice www.nhsconfed.org/docs/iag_asc_greenpaper_fullresponse.doc 97 See note 2, above Commission for Racial Equality (2002), ‘The duty to promote race equality – a guide for public authorities’ 98 99 Resolution for Boards of organisations in East Sussex aiming to become user-led (ULOs), see the template resolution in this support Pack. 100 RAISE equality and diversity toolkit, http://www.raise-networks.org.uk 194