Funding Request: My Home, My Choice
Date:
1 February 2024
For:
Transformation Management Board
CC:
Whaikaha ELT
File reference:
TMB-FR-2024-1
Security level:
In Confidence
Executive summary
Purpose
This paper is seeking the Transformation Management Board’s approval to release
Budget 2022 funding for a time-limited project to:
• Improve accommodation options for disabled people who require 24/7 support.
• Build the evidence base for longer-term social housing options for disabled
people.
Context
Around 7,500 out of the 50,000 disabled people we serve live in residential care, most
commonly group homes. Around half of the total operational budget for Whaikaha (over
$1 billion a year) is used to support disabled people in residential care.
The dominant model of congregate living does not allow disabled people choice in who
they live with, or who supports them and often, what they do during the day. While the
cost of support is higher in residential care, quality of life can be reduced. Once someone
starts residing in residential care, the opportunity to explore other possibilities for
support tends to diminish.
Disabled people living in residential services are specifically excluded from the
Residential Tenancies Act 1986. This creates inequity regarding the access to
mainstream housing alternatives.
Existing Enabling Good Lives trial sites are indicating that disabled people wish to
explore other alternatives to residential care.
The UN Concluding Observations provided to New Zealand in 2022 specifically invited
New Zealand to reform support programmes which allow for conjoint living
arrangements where housing is tied to the provision of support.
1
It is anticipated that inquiries currently being undertaken such as the Royal Commission
into abuse in care and WAI2575 will find the need to improve equity for disabled people
in or at risk of going into Residential Care.
In response, Whaikaha established My Home, My Choice / Nōku te Kāinga Noho Nōku
te Whakatau
1 to develop alternatives to residential services and to create better
outcomes, security and choice and control for disabled people who live in residential
services.
Proposal
The purpose of the Budget 2022 funding is to support system transformation. As part
of its stewardship role, Whaikaha needs to better understand what is needed, possible
and sustainable when improving outcomes for disabled people who require 24/7 care.
This proposal is seeking time-limited funding to test new ways of working and to build
the evidence base to inform longer-term social housing options for disabled people.
The funding would focus on four areas:
Focus
Purpose
Intensive
• To work with disabled people whose housing situations are most
Response Team
compromised (either safety, security or the ability to make everyday
life choices) and who have limited alternative housing options.
During the trial period this service would be operated by Whaikaha
(reflecting the approach taken by Education, which directly manages
support for the most at-risk students).
Unbundle
• To invest in foundational steps to improve how 24/7 care is provided
accommodation
for those who need this support, by testing how to separate tenancy
from supports
from other supports. Two Community Housing Providers would be
contracted to source and manage appropriate housing stock. (This
will help identify potential longer-term options for social housing
provision for disabled people).
Te Ao Māori
• To support Iwi/ Māori alternatives to residential care, as well as
options
understanding how existing supports can be improved to better
meet support tangata whaikaha Māori and their whānau. (This work
will support a future case for investment in te ao Māori alternative
options).
Practice network • To build and broaden understanding of how flexible funding can be
used to support alternative housing options that work well for
disabled people. (This includes continuous improvement and
resource development to support ongoing capability building across
the system).
The total funding sought from the Budget 2022 drawdown is
$6.550m over four years.
Appendix One has the cost breakdown and assumptions, which may require
1 My Home, My Choice | Whaikaha - Ministry of Disabled People
2
adjustments (within the approved funding limit) as understanding of implementation
options and costs are developed.
Implementation-focused decisions would be led by the Service Design team within
Commissioning Design and Delivery and the Group Manager Service Design would
provide quarterly updates to the Board on progress.
Appendix Two shows the impact on the remaining Budget 2022 system transformation
funding, if this requested funding is approved by the Transformation Management
Board.
Recommendations
It is recommended that the Transformation Management Board:
a)
Agree to release $6.550m over four years from Budget
Agree | Disagree
2022 system transformation funding to test new ways of
working and to build the evidence base to inform longer-
term social housing options for disabled people
b)
Agree that this funding will support the time-limited
Agree | Disagree
establishment of an Intensive Response Team
c)
Agree that this funding
will test options for unbundling
Agree | Disagree
accommodation from supports
d)
Agree to investment to develop Iwi/ Māori alternatives to
Agree | Disagree
residential care
e)
Agree to invest in understanding how flexible funding can
Agree | Disagree
be used to support alternative housing options, and to
develop resources to support those alternative options
f)
Note that the initiatives will help Whaikaha to better
Note
understand what is needed, possible and sustainable
when improving outcomes for disabled people who
require 24/7 care
g)
Note that, as the implementation design is developed,
Note
funding may be shifted between the proposed funding
areas, but will not exceed the total amount approved
h)
Note that Whaikaha will provide quarterly updates to the
Note
Board on progress
Amanda Bleckmann
Deputy Chief Executive: Commissioning, Design and Delivery
Date: 1 February 2024
3
Funding Request: My Home, My Choice
Context
1
Around 7,500 disabled people live in residential care, most commonly group
homes. Around half of the total operational budget for Whaikaha (over $1 billion
a year) is used to support disabled people in residential care.
2
The dominant model of congregate living does not allow disabled people choice in
who they live with, or who supports them and often what they do during the day.
While the cost of support is higher in residential care, quality of life can be reduced.
3
Once someone starts residing in residential care, the opportunity to explore other
possibilities for support tends to diminish.
4
Disabled people want access to the same range of living options as all people, with
the same sense of home and choice. The dominant model of congregate living does
not allow disabled people choice in who they live with, or who supports them. And
once in residential care, people tend to stay, and over time lose capacity to live in
other circumstances.
5
Disabled people living in residential services are specifically excluded from the
Residential Tenancies Act 1986. This creates inequity regarding the access to
mainstream housing alternatives.
6
The existing Enabling Good Lives sites demonstrate disabled people want and can
access alternatives to residential care.
7
Recent inquiries, conventions and strategies highlight the need to improve human
rights and equity (of access, acceptability and outcomes) for disabled people in, or
at risk of entering, residential care. These include but are not limited to:
7.1 The Enabling Good Lives principles.
7.2 NZ Disability Strategy - particularly the outcome relating to Choice and
Control (Outcome 7).
7.3 Waitangi Tribunal Health Services and Outcomes WAI2575.
7.4 The Royal Commission Inquiry into Abuse in Care.
7.5 United Nations Convention on the Rights of People with Disabilities (ratified
by New Zealand in 2008) and the Convention on the Rights of Children
(ratified by New Zealand in 1993).
7.6 Te Aorerekura national Strategy to eliminate family and sexual violence,
Action 28.
4
My Home, My Choice 8
My Home My Choice / Nōku te Kāinga Noho Nōku te Whakatau is a Whaikaha work
programme. It has been set up to develop alternatives to residential services and
to create better outcomes, security and choice and control for disabled people who
live in residential services.
9
Sir Robert Martin KNZM and Gary Williams MNZM are patrons for My Home My
Choice (MHMC), and are supported by an external advisory board.
2
10 Priorities identified by My Home, My Choice are to:
10.1 Ensure alternative options are available for people considering entering
residential services.
10.2 Enable alternative options for people who want to leave residential services.
10.3 Increase people’s choice and control within residential services.
10.4 Work with government agencies to enable easier transitions that align with
EGL principles, ensure equity and promote citizenship.
11 Whaikaha aspires for all disabled New Zealanders to enjoy access to the same
range of living situations as their non-disabled peers. The proposal outlined here
starts us toward that goal in a practical way and goes some way to meeting the
UNCRPD Committee Observation provided to New Zealand in 2022.
12 Overcoming the practical, economic, and societal challenges necessary to achieve
this vision will require a substantial and diverse work programme. Because of the
significance of the change required, any first steps are likely to look
disproportionate to the scale of the problem. It is nevertheless important that we
make those first steps, so that momentum can develop and foundational issues
can begin to be addressed.
Proposal
13 This paper seeks agreement to:
13.1
Invest in a time-limited Intensive Response Team – to work with those
whose housing situations are most compromised and who typically have the
fewest options for their living arrangement in the current disability support
system.
13.2
Initial investment to unbundle the provision of support from
accommodation, through contracting with Community Housing Providers to
bring on stream the level of housing that might be required where people are
accessing flexible support, and move away from disability support providers
being a housing solution in new arrangements.
2 My Home, My Choice | Whaikaha - Ministry of Disabled People
5
13.3
Resource to work with Iwi/Māori on specific alternatives to residential
care for tangata whaikaha, culturally grounded in te ao Māori (noting this
work will be used to develop a case for future investment in te ao Māori
alternative options).
13.4
Facilitation of a practice network that ensures that, within existing flexible
contracting and supports, an appropriately broad approach to the kinds of
‘home’ and lifestyles people might be seeking are supported.
14 Each of these proposals is expanded on below.
An Intensive Response Team
15 The Intensive Response Team would provide in-depth facilitation support to those
whose living situations are the most compromised.
16 The initial cohort of people who the team will engage with are tāngata whaikaha
Māori, disabled people, and their families and whānau, who are considering entry
into, or exit from, residential services or young people in aged care. In conjunction
with responding to direct requests the MHMC Intensive Response Team will work
in partnership with Enabling Good Lives sites to prioritise who is assisted.
17 Oranga Tamariki will also be a key partner to ensure young children in the care of
the agency can be cared for within alternate family and whānau environments.
Initial investment to unbundle the provision of support from accommodation
18 In some contractual situations funded by Whaikaha (such as Flexible Disability
Support Contracts and Choice in Community Living) providers continue to play the
primary role in securing housing for disabled people who require 24/7 support.
Reliance on providers to play the role of social landlord and to manage the
availability of housing can:
18.1 lead to suboptimal trade-offs between the landlord and supporter roles;
18.2 reduce the security of tenure that the disabled person has; and may
18.3 make it harder for disabled people to exit support arrangements that cease
to work for them (as to do so comes with the risk of losing their home).
19 To access Community Group Housing – the form of social housing most available
to disabled people – the houses concerned must be let by Kainga Ora to a provider
as part of the service that provider offers. This further engrains our current model
of bundled provision as there are tighter criteria for accessing housing on the
general social housing register that will often not prioritise many disabled people
who need a housing solution but are not at present functionally homeless.
20 We propose that Whaikaha contract with Community Housing Providers to provide
a ‘pipeline’ of social housing that will meet the need of 24/7 support provision
through existing flexible contracts. Costs that cannot be met by individuals would
continue to be allocated through existing processes and criteria. This proposal
6
seeks funding for the additional management costs that a Community Housing
Provider might incur in delivering this service.
21 This approach will start ‘turning off the tap’ of bundled housing arrangements, as
a first step to exploring what a general move away from bundled service provision
might involve.
Resource to work with Iwi/Māori
22 Work to design and develop alternative approaches to residential services for
tāngata whaikaha Māori requires an intense level of collaboration with broader
government agencies, community groups, and iwi and hapū organisations. This
aspect of the work is complex and requires significant investment.
23 To progress this work, we are proposing the establishment of a dedicated resource
within Whaikaha (1 FTE) to focus solely on designing and developing initial and
alternative approaches to residential services with tāngata whaikaha Māori and
their whānau.
24 Tāngata whaikaha Māori and their whānau need to be provided sufficient time to
engage with the purpose and goals of this work. The sustainability of the
solutions/approaches designed through this work will rely significantly on the
effectiveness of engagement with tāngata whaikaha Māori.
25 If disabled New Zealanders’ are to enjoy the full range of living situations their
non-disabled peers might, then we need a spectrum of approaches that include:
25.1 The options available to tangata Whaikaha Maori being relevant and
accessible to them, including being welcoming of te reo and cultural practices
important to individual tangata me o ratou whanau whaikaha; and
25.2 tangata Whaikaha Māori being supported to engage in papakainga and other
culturally grounded approaches where that is the choice of them and their
whānau.
Facilitation of a practice network
26 Providers experience uncertainty about how to prepare for Enabling Good Lives.
The proposed actions will address this challenge by establishing what best practice
is and how it can be applied.
27 This proposal addresses immediate presenting challenges, defines and enables a
shift in behaviour whilst system infrastructure is put in place to support longer
term transformation. We expect facilitation of a practice network for those
managing flexible living arrangements to:
27.1 Build good practice around ensuring everyone is included in the decision-
making process regardless of communication needs and capacity.
27.2 Be clear what best practice around establishing ‘home’ looks like and how
disabled people and families can be involved in appropriate decisions.
7
27.3 Broaden the ability of providers to support different lifestyles and living
arrangements.
27.4 Establish a culture of reflective practice where complaints and suggestions
are seen as opportunities to learn and adjust.
27.5 Consider innovations that align well with best practice and how these could
be modelled elsewhere.
27.6 Weigh the distinctions between duty of care and dignity of risk and work with
the My Home My Choice programme to find the right balance.
28 We expect this would be foundational to supporting any potential roll-out of more
flexible funding including Choice in Community Living and Person-Directed
Disability Support contracts.
Expected benefits
The Intensive Response Team
29 It is anticipated that implementing an Intensive Response Team will:
29.1 Reduce the number of people entering, or remaining in, residential care over
a 4-year period.
29.2 Empower disabled people, families and whānau to propose and secure
supports and services that sit outside the residential care model.
29.3 Demonstrate innovative practice and build capability and capacity in local
communities with a focus on disabled people, families, whānau and the key
people in their lives.
29.4 Build a pathway for systems change through educating and influencing the
disability sector, with a focus on NASCs and service providers, to offer support
and options that align with the Enabling Good Lives approach.
Initial investment to unbundle the provision of support from accommodation
30 Whaikaha considers that clearly separating the housing costs Whaikaha incurs
from disability support provision:
30.1 Will enable more consolidated management of the modified housing stock
used in 24/7 service provision.
30.2 Will improve the security of tenure that disabled people experience.
30.3 Is a necessary first step to establish how housing responsibilities to support
disabled people are best arranged (in line with the principle of mainstream
first).
8
Resource to work with Iwi/Māori
31 Whaikaha expects that dedicating resource to creating culturally grounded
alternatives will:
31.1 Begin to correct historic underinvestment in Māori leadership and support for
Kaupapa Māori services.
31.2 Address inequities experienced by Māori in the appropriateness of the support
available to them and associated outcomes.
Facilitation of a practice network
32 The development of a practice network will also support the ongoing My Home My
Choice work programme to:
32.1 Respond well to flexible contracting, including more availability of Choice in
Community Living.
32.2 Create the conditions for the intensive response team to have alternative
arrangements at their disposal and for NASCs, supported by Portfolio
Managers, to have increased options for people looking to enter or move out
of residential settings.
33 Key outcomes will include:
33.1 Disabled people and families will experience more security and choice and
control over everyday decisions within residential services and have more
options other than residential care.
33.2 Providers will have the knowledge and skills to deliver more choice and control
within residential services and the ability to develop new services as
alternatives to residential care e.g. Choice in Community Living.
33.3 Aligning our practice to ensure we are meeting the guidelines on
deinstitutionalisation provided by the UN in 2022 and supporting wider
system transformation.
33.4 Good information providers can offer to disabled people and families to know
what is possible and how to access their preferred option.
34 The actions proposed in this paper are intended to re-balance the role of providers
for those disabled people who remain engaged with them, reduce reliance on the
disability support provider sector generally to function as an emergency housing
option, and to enable the sector and community to better respond to future
transformation initiatives.
9
Risks
If…
… then
Mitigation
… demand for the
… some people may
We will provide early certainty about
intensive response
experience greater
when the IRT can engage so that it is
team (IRT) exceeds delays and frustrations
clear who is taking responsibility to
capacity
as the system waits for
support a disabled person and their
the response team
whānau at any given time.
…work that can be
…demand for the team
We will create clear criteria and
handled in the
will exceed its’ capacity,
pathways for accessing the IRT so
current system is
and some disabled
that the relative responsibilities of
left up to the
people may wait for
IRT and other parts of the system
intensive response
solutions longer than
are clear.
team
they need to
…there are an
…the intensive response
We will monitor and evaluate IRT to
inadequate range of team will struggle to put
identify next steps needed in
alternatives
in place solutions that
ensuring its’ success.
available to the
are different to what
intensive response
NASC would have done
team
anyway
…further
… we will have made
We will monitor progress carefully
engagement with
less progress than
and if needed create opportunities to
Māori does not
intended in supporting
engage in different ways, or with
clearly define further growth in kaupapa Māori
community leaders who can support
support options
services
greater progress occurring.
…confidence is lost
… engagement will falter
We will ensure that there is
in the engagement
and it is unlikely that we
appropriate cultural competence
process by Māori
will be able to specify
involved in shaping the engagement
with confidence
from the outset.
alternatives
We will monitor feedback on the
experience of engaging carefully to
adapt as necessary.
…practice networks
… practice changes are
We will ensure that those facilitating
lose credibility with
unlikely to be supported
the process have credibility with all
providers and/or the by provider
relevant stakeholders.
disabled community management and
governance boards
We will monitor the experience of
engagement closely to ensure any
loss in confidence in the value of the
work is addressed early.
…practice support
… investment in a
We will link shifts in practice to
does not translate
practice network will
expectations in developmental
through into
have little impact on the
evaluation to reinforce changes.
changes on the
lives of disabled people
Change may also be supported
ground
through expansion of peer monitors.
10
If…
… then
Mitigation
…demand for houses … we will continue to
We will monitor and evaluate the
to support flexible
rely on providers to
effectiveness of this initiative, to
24/7 solutions
secure further houses,
better estimate what capacity is
exceeds the supply
and the pace of
necessary for effectively delivery,
that can be secured transformation may be
and what the benefits of effective
within available
slowed
delivery will be.
resources
…providers resist
…the scale of change
We will monitor and evaluate the
unbundling of
sought will not be
effectiveness of this initiative, to
supports and
realised
better understand what next steps
housing
need to be taken to support its’
effectiveness.
Financial implications
35 Costs for implementing these initiatives are sought in line with the costings set out
below:
4 year total
Intensive Response Team
$2,824,854
Unbundle accommodation from supports
$2,318,175
Te Ao Māori options
$588,000
Practice network
$812,500
Total:
$6,543,529
36 These costs are not able to be funded from within Whaikaha baseline, and we are
therefore seeking to meet these costs from system transformation funding.
37 Any costs associated with the accommodation of individual disabled people will be
met through the usual funding streams - typically a contribution from funding
made available via work and income, with some ‘topping up’ where there are
additional disability related costs (e.g. the cost of renting a room for sleepovers,
where this is required for disability related reasons). These costs are excluded from
the funding sought by this paper.
38 As these are estimates that may be refined through implementation, we are
seeking approval to spend up to $6.550m across the four initiatives, allowing some
movement between items of the work programme as actual costs are established.
39 Further information on these costs is available in Appendix One.
11
Implementation choices
40 There are a number of choices to be made about the implementation of these
initiatives, including:
40.1 Whether different components are contracted out, built out through the
existing EGL sites, or delivered directly from Whaikaha.
40.2 How feedback loops from these initiatives will support capability development
generally.
40.3 How the future of these initiatives will be influenced by future iterations of
system transformation.
41 We expect these and other matters to be resolved through implementation
planning, which we expect to include:
41.1 Ensuring an integrated approach with existing systems and settings disabled
people engage with.
41.2 Keeping ‘transaction costs’ for disabled people and the system low, in line
with the principle ‘Easy to Use’.
41.3 Aligning structural components with accountability to the disabled people
receiving the supports, and ensuring there are effective ways for Voice to
influence delivery.
41.4 Implementation settings will be reviewed as any progressive expansion of the
transformed system considers the most appropriate form of local delivery.
The Transformation Management Board will be updated on the specifics of
implementation and delivery as part of regular reporting to the Board on
progress.
Evaluation
42 If agreed to, these initiatives will be monitored through regular contract
management processes, as well as through an amount of funding to be set aside
for enhanced developmental evaluation to provide evidence for future investment
decisions.
Next steps
43 If the Transformation Management Board agrees with the these proposals:
43.1 Whaikaha will progress implementation decisions.
43.2 We will provide quarterly updates to this Board on progress.
44 Whaikaha will also come back to the Transformation Management Board with other
initiatives that focus on improving outcomes for disabled people in residential care,
including ones funded through baseline.
12
Appendix One – Cost breakdown
2023/24
2024/25
2025/26
2026/27
4 year total
Initial assumptions
Intensive
s9(2)(j)
Response Team
One lead facilitator and 6 facilitators.
Unbundle
accommodation
Management fee for up to two Community Housing
from supports
Providers (CHPs) to source and manage social
housing stock and supporting flexible options in
existing EGL sites.
Te Ao Māori
options
1 FTE and operating budget to support
engagement and resource development. (The
work undertaken will be used to develop future
cases for investment in te ao Māori alternative
options).
Practice
network
1 FTE to support the practice network and
continuous improvement.
The development, production and dissemination of
resources to support ongoing capacity building
across the sector.
Total:
$536,500 $1,963,600 $2,002,012 $2,041,417 $6,543,529
13
IN-CONFIDENCE
Excerpt from Transformation Management
Board Meeting 4 April 2024
Minutes: Transformation Management
Board
Date:
4 April 2024
Time
10.00-3.30
Location:
Room 1.7, Level 1, 56 the Terrace, Wellington
Present:
Community
Whaikaha
Barry De Geest
Paula Tesoriero, Chief Executive
Delia Nolan
(Chair)
Kellie McGrath
Ben O’Meara, DCE
Peter Allan
Policy, Strategy and Partnerships
Amanda Bleckmann, DCE
Pati Umaga
Commissioning, Design and
Renata Kotua
Delivery (online)
Ray King
Apologies
NA
Other
Justine O’Reilly, Programme
Ronelle Baker, Kaihautū Māori
attendees
Director Transformation
Esther Harcourt, Programme Lead
Jo Witko, Principal Analyst
Workforce
Transformation
Catherine Poutasi, Director
Matt Frost, Principal Advisor,
Commissioning
Transformation
Lara Penman, Manager Quality and
Performance
Projects/programmes funded through Budget ‘22
My Home, My Choice (paper for noting) – Justine
Update provided on one initiative ‘Intensive Response Team’ that will be nationally led
and regionally present. The other three initiatives are currently being scoped. Reporting
will occur quarterly.
Board discussion
Facility based residential care makes up half the Disability support budget, has the
poorest outcomes and carries the highest safeguarding risks, but we have a small
resource dedicated to working in this area.
IN-CONFIDENCE
There are some big policy issues across government that need to be understood and
worked through. We can start to do this via the MHMC work that will help us understand
better how we can work towards addressing the bigger policy issues.
Need to emphasise the MEAL approach used by the ‘Insights Alliance’ in this work.
Choice and community living has been around for 20+ years, but its provision has not
changed over this time. If initiatives such as these are achieving outcomes, they could
be expanded.
The Transformation Management Office is in the discovery phase with MSD to look at
failure demand and reducing human and system costs within the system. We will be
meeting with Barry soon to seek further advice/input.
It can be difficult to understand how these projects fit within the larger ecosystem.
Providing more context to the papers such as articulating key messages before getting
down to the detail could help.
Action:
• Ben and Amanda to discuss how to prioritise work around residential care –
Ben/Amanda.
• Follow up with Barry on helping scoping failure demand work - TMO
• Show links between projects and wider Whaikaha work and objectives – TMO
(ongoing).
Action Log
#
Action
Team
Status
5
Develop communications that
CD&D
In progress
signal the My Home My Choice
initiatives but manage expectations
once the more detailed design has
been completed
6
Provide quarterly updates on the
CD&D
Ongoing
four My Home My Choice
initiatives’ progress
IN-CONFIDENCE
Memo
Date:
15/05/2024
For:
Executive Leadership Team
Lead Manager:
Terry Hibbert, Manager, Service Design 2
From:
Tom Penney, Principal Advisor, Service Design
Kelly Woolston, Project Lead, My Home, My Choice
Marama Parore, Principal Advisor, Service Design
Security level:
In confidence
For:
Noting
My Home, My Choice Nōku te Kainga Noho Nōku te
Whakatau – update on the implementation of the
Intensive Response Team
Purpose
1. This paper provides an update to ELT on the implementation of the My Home My
Choice Intensive Response Team following funding approval from the
Transformation Management Board on 9 February 2024.
Recommendations
It is recommended that you:
a)
Note the Service Design Team has assessed four
Noted
implementation options for the My Home My Choice
Intensive Response Team for ELT feedback
b)
Note all four options include a Programme Lead role
Noted
that will be based in Whaikaha (with the potential to
review after two years)
c)
Note an ongoing role for the My Home, My Choice
Noted
Steering Group in an oversight capacity will be
explored when establishing the Intensive Response
Team
d)
Note recruitment for the National Lead role has
Noted
started
1
b)
IN-CONFIDENCE
e)
Note the Service Design team will lead a
Noted
procurement process with the approach to be
determined by feedback from ELT on implementation
options
f)
Note Results Based Accountability criteria will be
used to evaluate the expressions of interest along
Noted
with outcomes developed by the Insights Alliance
(still in development)
g)
Note the overall My Home My Choice work
Noted
programme is supported by 1 FTE until 30 May 2024
h)
Note there is a significant under investment in
Noted
residential care across Whaikaha (noting it accounts
for half of the overall budget and includes some of
the most at-risk disabled people).
i)
Note while option 1 was the option preferred by the
MHMC Patrons and Steering Group, the preferred
Noted
option supported by this paper is option 2. Option 2
is the only option that achieves national consistency
while also allowing cross pollination of MHMC
principles into core NASC functions.
Background
2. Whaikaha established My Home, My Choice / Nōku te Kāinga Noho Nōku te
Whakatau to develop alternatives to residential services and to create better
outcomes, security and choice and control for disabled people who live in residential
services.
3. The dominant model of congregate living does not allow disabled people choice in
who they live with, or who supports them and often, what they do during the day.
While the cost of support is higher in residential care, this does not necessarily
equate to an increased quality of life. Once someone starts residing in residential
care, the opportunity to explore other possibilities for support tends to diminish.
4. Disabled people living in residential services are specifically excluded from the
Residential Tenancies Act 1986. This creates inequity regarding the access to
mainstream housing alternatives.
5. It is anticipated that inquiries currently being undertaken such as the Royal
Commission into abuse in care and WAI2575 will find the need to improve equity
for disabled people in or at risk of going into Residential Care.
6. There is currently only 1.0 FTE supporting My Home, My Choice until 30 May 2024.
This role is limited to the establishment of the Intensive Response (Facilitation)
Team. (The Transformation Management Office is progressing the remaining three
projects while a more permanent solution is developed).
7. This is contrasted with the operational budget for Whaikaha (over $1 billion a year)
is used to support people in residential care. This equates to around 7,500 out of
50,000 disabled people we serve live in residential care, most commonly group
homes.
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8. There is also a significant gap in the policy work required to understand the disability
social housing ecosystem, this is also reflected in a lack of capacity to support
prototypes such as My Home, My Choice. This places a limit on the role of Whaikaha
to manage the separation of accommodation from supports and to provide
stewardship across government to progress the UN deinstitutionalisation
recommendations.
Project funding
9. Funding of $6.550m over four years was approved by the Transformation
Management Board on 9 February 2024 for four time-limited projects to:
• Improve accommodation options for disabled people who require 24/7 support.
• Build the evidence-base for longer-term social housing options for disabled
people.
10. A portion of this overall funding $2.825m (of the $6.550m) was allocated to the
establishment of the Intensive Response Team. This paper is concerned solely with
this portion of funding.
Expected Benefits
11. The purpose of Intensive Response Team is to work with disabled people and their
family, tangata whaikaha Māori me ō rātou whānau, Pacific people and their aiga
whose housing situations are most compromised (either safety, security or the
ability to make everyday life choices) and who have limited alternative housing
options.
12. It is anticipated that implementing an Intensive Response (Facilitation) Team will:
• Reduce the number of people entering, or remaining in, residential care over a
4-year period.
• Enable a specific Māori approach e for tangata whaikaha Māori and their
whānau.
• Empower disabled people, families and whānau to propose and secure supports
and services that sit outside the residential care model.
• Demonstrate innovative practice and build capability and capacity in local
communities with a focus on disabled people, families, whānau and the key
people in their lives.
• Increase the number of young disabled people moving out of aged residential
care.
• Reduce avoidable returns to residential care.
13. The full benefits will not be realised until the other three projects are also
implemented, and the disabled social housing policy work is developed, eligibility
and funding criteria for accommodation supports reviewed and stewardship of
deinstitutionalisation is progressed.
Implementation Options
14. System Design has undertaken a design process that sets out
four options (detailed
in the table below) for the implementation of the My Home, My Choice – Intensive
Response Team.
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15. The options incorporate feedback from the My Home, My Choice Steering Group to
include community-based organisations in the procurement process.
Recommendations included going beyond NASCs and seeking an expression of
interest from community-based organisations including Whānau Ora Commissioning
Agencies.
16. In addition, Paras 21 – 25 in this paper detail the specific roles and responsibilities
for three different role types; a Programme Lead (1.0 FTE), Intensive Response
Facilitators (6.0 FTE) and Administration Support (1.0 FTE).
17.
Appendix 1 sets out the Service Flow for a disabled person and their family,
tangata whaikaha Māori me ō rātou whānau and Pacific disabled people and their
aiga in need of a bespoke solution for their housing needs.
18. The table below sets out the option/s considered during the initial design phase.
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Options
Provider
Facilitators
Program
Positives
Negatives
type/s
and admin
me Lead
•
•
Option 1 – Intensive Response
Non NASC, for
Co-located
Located in
Capacity and capability
Time limit re: getting the
Facilitators/Admin located in ‘Non
example
Whaikaha
building
money out the door
•
•
NASC’ organisations, for example:
Community
(re-assess
Targeted community-based
An expression of interest and
iDPOs/Community
Organisation/Iwi/
after 2 years)
response with a high trust
procurement process will
Organisation/Iwi/Whānau Ora +
Whānau Ora
aspect
need to take place
•
•
Programme Lead in Whaikaha
Consistent with Te Tiriti o
Establishing a nationwide
Waitangi principles including
approach and providing
partnership and equality
oversight may prove
• Transformational design
chal enging
different to existing services
• Consistency in approach and
• An independent voice
application may vary with
designed to reach out and
facilitators likely based in
achieve individual specialised
different locations
housing outcomes
• Whaikaha maintains a
stewardship role instead of
an operational role
•
•
Option 2 - Intensive Response
NASCs
Co-located
Located in
Established in the
Maintains the status quo
•
Facilitators/Admin located in NASC +
Whaikaha
community
Lack of nationwide
•
Programme Lead in Whaikaha
(re-assess
Access to support budgets
consistency in terms of rules
after 2 years)
• They know the people within
criteria within NASCs
the region
• NASCs operate
independently risking the
vision of the programme
being lost in translation
•
•
Option 3 - Intensive Response
EGL sites
Co-located
Located in
Already have access to
Reduces reach into
Facilitators/Admin located in EGL sites +
Whaikaha
personalised budgets
communities that are less
•
Programme Lead in Whaikaha
Existing EGL aligned
well served
infrastructure and training
• Risk to national coverage as
• Ability to implement quickly
there are only three locations
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(re-assess
(Waikato, Christchurch, Mid-
after 2 years)
Central)
• Risks losing a community
focused independent voice
(EGL are now Whaikaha
employees)
•
•
Option 4 – Intensive Response Team =
Whaikaha
Co-located
Located in
Faster and easier to stand up
Reduces capability building
•
Programme Lead located in Whaikaha
Whaikaha
Will not require EOI and
across the sector.
(re-assess
procurement processes
• Loss of trust
after two
• Helps Whaikaha build
• Lack of cultural capability
years)
understanding of what is
needed, to shape longer-
term solutions.
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19. Risks and mitigations associated with implementation are detailed in the table
below.
Risk
Risk Assessment
Planned
mitigation
Consequence Likelihood
Rating
Demand outstrips
Major
Likely
High
Evaluation criteria
supply (not enough
wil col ect data on
demand metrics
facilitators in the
such as number of
region they service)
clients, and no of
plans developed in
each region
Regional inequities
Major
Likely
High
Recommend
reinforced (includes
commitment to
national coverage
urban v. rural
in implementation
inequities)
and procurement.
Trust in Whaikaha
Major
Likely
High
Preferred
following changes to
implementation
model includes
the procurement
EOI with
guidelines
community-based
organisation
Suitable housing
Major
Possibility
Medium
Tailored plans wil
options/alternatives
consider a range
of suitable housing
are not available in
services beyond
immediate vicinity
residential care
options
Conflict of interests
Minor
Likely
Low
Procurement plan
in procurement
and process wil
carefully manage
process
perceived
conflicts.
Very wide
stakeholder
engagement
completed.
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Some parts of the
Minor
Possible
Low
EOI wil include a
sector not willing to
range of
community-based
participate
organisations
Team Structure/Roles
Programme Lead (1.0 FTE)
20. It is proposed that a Programme Lead is recruited that will be based in
Whaikaha. This role is a nationally focused role, responsible for and
accountable for delivering high quality leadership of the nationwide
programme.
Administration (Facilitator Support) (1.0 FTE)
21. An administrator responsible will provide eligibility assessment, data
collection, research, facilitator support and budget support. A point of contact
for the team on a day-to-day basis.
Intensive Support Facilitator (6.0 FTE)
22. A regionally placed facilitator that plans, builds capacity of the disabled person
and their family, tangata whaikaha Māori me ō rātou whānau, Pacific people
and their aiga to determine their alternative to residential care and enables
the disabled person and whānau to lead a good life.
23. Works locally and regionally with government agencies/community services
for disabled people and their whanau to improve choices to develop bespoke
individual and whanau plans. Includes discussing budgeting requirements.
24.
Appendix 4 & 5 provides draft job descriptions for the Programme Lead and
Intensive Support Facilitator roles.
Expressions of Interest
25. We have also talked to Te Aka Whai Ora about their commissioning approach.
They have provided us with some information about an approach that differs
from standard procurement by supporting the costs of developing proposals,
rather than placing all the financial and time risks associated with developing
proposals on to the applying organisations.
26. This approach would undertake a low-cost process to seek Expressions of
Interest (EOI) from organisations that wished to build community capacity and
capability, and then fund the most promising Expressions of Interest
organisations to develop full proposals. It would also encourage successful EOI
organisations to work with unsuccessful EOI organisations to build a proposal
that encompassed multiple organisations within a specific area.
27. We recommend that we further explore this with the Director of
Commissioning an alternative procurement approach for the next phase of
capability and capacity building.
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Evaluation
28. Service performance criteria has been developed according to Results Based
Accountability methodology
(Appendix 2). Evaluation will be ongoing over
the course of the four-year time-limited funding period.
29. The team plan further engagement with the Insights Alliance which will result
in the development of further measures to evaluate the programme based on
MEAL (monitoring, evaluation, analysis and learning) criteria.
Implementation Timeline
When
What
March
• Agree implementation approach for Intensive Response (Facilitation)
2024
Team (done)
• Developmental evaluation approach plan developed (done)
• Seek advice and feedback from steering group, patrons-sponsor,
insights alliance (in progress)
• Sprint to develop Service specifications, position descriptions,
engagement strategy, recruitment timelines, escalation pathway and
an Executive Leadership Team paper (done)
• Begin EOI process based on Te Aki Whai Ora approach (in progress)
• Meet with, NASCS, EGL sites, NEGL, Faiva Ora and Te Ao Marama
Aotearoa (TAMA) (upcoming)
April 2024 • Implementation plan for Intensive Response (Facilitation) Team
• Developmental evaluation plan
• Draft communications plan
• Start recruitment process for the Programme Lead
• Develop training resources
• Update transformation board on progress
• Begin to undertake engagement with provider network
May 2024 • Recruit the Programme Lead
• Begin a potential procurement process
June
• A report back to the Transformation Management Board on all four
2024
projects funded through Budget 2022 at the June 7 board meeting.
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Next steps
30. Stakeholders such as NASCs, DPOs, Community Organisations, EGL sites,
NEGL, Faiva Ora and Te Ao Marama Aotearoa (TAMA), Te Matapihi, Te Puni
Kokiri and other key Māori stakeholders will be communicated with prior to
expressions of interest.
31. A communications plan including a stakeholder management plan is currently
in development.
32. Recruitment for the National Lead role will continue including engagement with
HR on this process.
33. The team will begin developing the expressions of interest process based on
the Te Aka Whai Ora approach to commissioning.
Paula Tesoriero
Chief Executive Whaikaha
Date: 15/05/2024
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Appendices
Appendix 1: Intensive Response Service Flow
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Appendix 2: Service Specification
Disability Support Services (DSS)
Tier Two Service Specification
DSSCCL MY HOME MY CHOICE - Nōku te Kainga Noho Nōku te Whakatau
1.0 Introduction
This Tier Two Service Specification defines what service providers will deliver
through My Home My Choice. The specification should be read in conjunction with
the Outcome Agreement terms and DSS’s Tier One Service Specification, which
details requirements common to all services funded by Whaikaha – Ministry of
Disabled People.
2.0 Service Definition
My Home My Choice provides individual bespoke support for a disabled person,
who might otherwise need residential services, to plan for and live more
independently in a home of their choice.
A Facilitator delivering My Home My Choice will work alongside and develop a plan
for each Person to purchase and/or provide supports that are directed by the
Person (and their representative/ family/whānau) to achieve this purpose.
3.0 Key Terms
The following are definitions of key terms used in this Service Specification:
Term
Definition
Approved Service
The Provider is required to maintain Certification as required
Standard
under the Ngā Paerewa Health and Disability Services Standard
NZS 8134:2021. Al overarching services must be compliant with
partially new standards by1 August 2023 and must be fully
compliant with the new standards by 1 February 2024.
Budget Period
Is the period of time (usually a 12 month period) that a Person can
expend their Personal Budget for My Home My Choice services.
The NASC will give the Person a start date and a review date for
the service. This duration is known as the Budget Period.
Direct Fund Holding
Is a service that administers a Person’s budget when they
purchase their own supports. It may also include supporting and
coaching the Person on their employer responsibilities if they are
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Term
Definition
self-managing their supports as well as invoicing and monitoring
the services they employ.
Disability Supports
Are supports provided to meet the additional needs of people
living with a disability.
Facilitated Buying
Is where the My Home My Choice provider purchases disability
support from a third party provider on behalf of the Person.
Flexible Support
Is when the Provider flexibly delivers some or all of the supports
the Person requires to meet the identified outcomes in their
Support Plan
Ministry
Whaikaha – Ministry of Disabled People (Funder)
Needs Assessment
NASCs are services funded by the Ministry. Their roles are to
and Service
determine eligibility, assess the Person’s level of disability support
Coordination (NASC)
needs, inform People / families / advocates of what the support
package contains, discuss options and co-ordinate support
services to meet those needs. NASCs co-ordinate such services,
but do not themselves provide the services.
Independent Facilitator Is someone who assists people to think about and plan for their
lives and how to make this happen, including natural supports and
involvement from the community. This term includes Local Area
Coordinators and Navigators.
Nominated
Is an individual (nominated by the Person) who is able to make
representative
decisions on behalf of the Person. This may relate to the
management of the Person’s supports.
Person/People
Is a disabled person(s) who is supported through My Home My
Choice.
Personal Budget
Is the amount of funding a Person is allocated by their NASC to
enable them to purchase their choice of disability supports. A
Personal Budget has a start date, an end date and is usually a
year long.
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Term
Definition
Purchasing Guidelines The Purchasing Guidelines set out what People can and cannot
buy with their Personal Budget. (see Appendix 1)
Self-Managing
Is where the Person manages the acquisition and administering of
their support services themselves. This may include directly
employing their support workers, administering a payroll and
meeting all of their employer obligations. Funding for services will
be placed directly in a Person’s bank account to pay for the
services when the Host receives validation that they have been
provided.
Support Plan
This plan records the desired outcomes the Person wants to
achieve with both their funded and unfunded supports. It also
documents what specific supports people wil provide to the
Person to achieve the recorded outcomes. It is developed with the
Person by their NASC.
Support Agreement
A Support Agreement is between a Provider and the Person (or
their nominated representative) that specifies the agreed terms
and conditions of a service and how it wil be delivered.
Support Worker
Is an individual who may be employed or contracted to perform
support tasks for the Person. It also includes any volunteer who is
accountable to a service provider.
4.0 Service Objectives
The objective of My Home My Choice is to support a Person to live as independently
as possible in their community. This can be achieved by the My Home My Choice
Provider observing the following principles when facilitating supports and services
that assist the Person to meet this objective.
5.0 Principles
• The Person is supported to make informed choices about where they live,
who they live with and how they are supported.
• All interactions enhance the life of the Person and their status in the
community.
• Plans are in place to enhance independence and skills over time.
• What to do when things go wrong has been anticipated.
• The arrangement is affordable for all parties.
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6.0 Outcomes
The intended outcomes from the supports will be specific to each Person and will
be documented in their Support plan. They may include (but are not limited to)
the following:
• moving to independent living or be supported to remain living
independently
• improving skills and capabilities to support independence and participation
• having more opportunities for relationships
• having more opportunities for community access and participation
• having more opportunities for inclusion in cultural activities
• being able to carry out and contribute to family and whānau
responsibilities.
7.0 Service Performance Measures
Performance Measures form part of the Results Based Accountability (RBA)
Framework. They are detailed in a Data Dictionary, which defines what the
Ministry means by certain key phrases.
The Measures in the table below represent key areas of the Provider’s service
delivery that the Ministry will monitor. The ‘How much’, ‘How wel ’ and ‘Better
off” headings relate to different types of RBA Performance Measures. These may
change over time to reflect Ministry priorities.
Full reporting requirements regarding these performance measures are detailed
in Appendix 3 of the Outcome Agreement.
How much
How well
Better off
1.
#/% of People who report
#/% of supports specified
# of Support Agreements
that they are making
in the Support Agreements
set up.
progress towards their
that were delivered
recorded outcomes.
2. # of Support Agreements % of Support Agreements
reviewed within three
reviewed within 3 months
months of the start
of their start.
3. # of Support Agreements
#/% of People who report
% of Support Agreements
reviewed within 12
that they are satisfied with
reviewed within 12 months
months of their last
the terms of the Support
of their last review.
review
Agreement.
4. # of People who are
% of People who are
accessing Direct Fund
accessing Direct Fund
Holding.
Holding.
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5. # of People who are
% of People who are
accessing Facilitated
accessing Facilitated
Buying.
Buying.
6. # of People accessing
% of People accessing
Flexible Support.
Flexible Support.
7. # of complaints that have % of complaints that have
been received.
been resolved.
8.
% of completed
#/% of People who reported
# of satisfaction surveys satisfaction surveys
satisfaction with their My
sent
returned
Home My Choice service
8.0 Person/People
Guidance:
The outcomes a Person establishes in their planning can be broad but the
supports and services they purchase from their Personal Budget need to be
within the scope of what the Ministry of Health (as the funder) is mandated to
fund. This scope is defined through a set of purchasing guidelines (see Appendix
1).
9.0 Independent facilitation
Prior to allocating or coordinating any funded services (including referral for My
Home My Choice) a NASC may refer an individual to an Independent Facilitator
1.
This role provides specialist support to assist a person and their family/whānau
to access and utilise existing supports and services that are available in their
local community. Some of these supports may be freely provided (such as
natural support from family, friends, neighbours and community groups) and
others may be mainstream services funded by other government or local body
organisations.
As a consequence of independent facilitation the individual may be able to
access alternative supports to DSS funded services that meet some or all of their
disability related needs. Independent facilitation may also include assisting with
finding suitable accommodation or housing in the community that a Person
chooses to live in.
10.0 Eligibility
A Person is eligible for My Home My Choice if:
1 This term includes ‘Local Area Coordinators’ or ‘Navigators’
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• They are 17 years or over and are assessed by their local NASC as eligible
to receive disability support services funded by the Ministry and;
• They are either receiving services in a residential facility or their NASC has
assessed them as being eligible for a funded residential service and;
• They choose (or are supported with their decision) to be supported through
My Home My Choice.
11.0 Exclusions
Excluded from services under this service specification will be individuals who
are ineligible for funded disability supports (as assessed by a NASC) or an
individual whose disability supports are funded by a Whatu Ora - Health NZ or
covered by ACC.
12.0 Access
To access My Home My Choice the Person will be offered a referral by their
NASC. The Person can then choose which My Home My Choice Provider they
want to support them. The chosen Provider will confirm with the Person’s NASC
their acceptance of the referral.
13.0 Supported decision making
The principles of supported decision making should be applied when both
offering and delivering a My Home My Choice service.
“
Supported decision-making can take many forms. Those assisting a person may
communicate the individual’s intentions to others or help him/her understand the choices
at hand. They may help others to realize that a person with significant disabilities is also
a person with a history, interests and aims in life, and is someone capable of exercising
his/her legal capacity.”
2
14.0 Allocation of funded support
The NASC will allocate a fixed amount of funding for each Person. The choice of
how this allocated funding is to be used to meet the outcomes in the Person’s
Support plan lies with the Person not the Provider. The My Home My Choice
provider will administer and oversee the person’s expenditure of their allocated
funding. They can also advise and assist the Person with their choices and if
requested use the funding to commission a range of disability supports and
services on behalf of the Person according to the Support plan.
15.0 Costs
The cost of the My Home My Choice service come from the allocated funding that
comprises the Person’s Personal Budget. But the costs associated with
2 Source: UN Enable, Chapter Six From provisions to practice: implementing the Convention – Legal Capacity and Supported
Decision Making
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purchasing, leasing or renting the Person’s chosen accommodation as well as
their day to day living expenses and other non-disability related costs are met
by the Person and/or their family/natural supports.
16.0 Support plan
The Person is required to have their own Support plan completed with an
Intensive Response Facilitator. This plan must describe the outcomes the Person
wants to achieve from both their funded and unfunded supports. It must identify
people that the Person wishes to be involved in their supports and what they are
willing and able to contribute to meet the outcomes documented in the plan.
These people could include the Person’s family/whānau, friends, their NASC, an
Independent Facilitator as well as the providers of their chosen support services.
The Person’s Facilitator can help the Person to prepare this plan or the person
can request help with this from someone else.
The development of the plan should be led and signed off by the Person. The
Facilitator should provide guidance to the Person and their
family/whanau/nominated representative about this. The Facilitator will also
consider the following factors before approving the Support plan and
coordinating the My Home My Choice service:
• evidence the plan reflects the Person’s preferences
• all essential information is presented in the plan and it is presented in a
format that is accessible to the Person, other stakeholders, and auditors.
• the total cost of the supports proposed within the plan is less than or equal
to the allocation of funding for the service.
• the proposed support that is specified is consistent with the Purchasing
Guidelines (see Appendix).
• the plan includes contingencies in case things don’t go as planned
The Provider will formally commit to the plan by signing the section that
describes what they will do to support the Person. Other people specified in the
plan who have committed to supporting the Person may also be asked to sign it.
The plan should be updated when required and reviewed at least annually.
17.0 Service components
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Guidance:
Every Person who chooses My Home My Choice has different support needs and
preferences about how they are supported. As much as possible these
preferences should be accommodated by providing varied and flexible service
options for the Person to choose what best suits them.
It is important that a service provider who provides any funded service for a
disabled person clearly defines their responsibilities and obligations to the Person.
The Provider should clearly identify and document what tasks they wil do as part
of the service and what other people may have committed to doing. This can avoid
any confusion and/or assumptions amongst the parties about what supports
people are responsible for so that there are no gaps in the essential supports
required by the Person.
18.0 Support Agreement
The type and quantity of support that is to be delivered by the My Home My
Choice Provider will be agreed between the parties. These supports will be
recorded in a Support Agreement.
The Support Agreement records the particular responsibilities and roles of all
parties
3 involved in supporting the Person and should consider the supports that
are documented in the Person’s Support plan. This can involve identifying
specific tasks that each will undertake and agreement about how the support will
be reviewed and changed. The Provider must also disclose all service fees that
will be deducted from the Person’s Personal Budget prior to the parties signing
the Support Agreement
In the event that the Person or any other stakeholder has concerns about the
amount or type of support that has been provided, the Support Agreement
should provide a clear record of what all parties agreed to.
There will be limits on what is practical and financially feasible under this service
specification. The Provider must disclose any practical limits they believe exist
including limitations on the range of options they offer to the Person and their
family as soon as these limitations become apparent.
The development of the Support Agreement must also give consideration to a
range of factors including:
• the outcomes identified as part of the assessment and recorded in the
Support Plan
3 As well as the CiCL service provider, other parties could include family, friends, Independent Facilitator, community and
natural supports.
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• evidence the Support Agreement is personalised and reflects the Person’s
preferences
• the cost of service provision is within the Person’s Personal Budget
• the support provided is consistent with the Purchasing Guidelines
• the Support Agreement is presented in a format that is accessible to the
Person, other stakeholders, and auditors
• the cost of any additional services / supports / fees (such as payroll
services to be paid to the Provider from the Personal Budget
• contingencies for situations when things don’t go as planned
• how the Person will identify and agree any changes they may want to their
Support Agreement
• how often the Support Agreement will be reviewed
• the process for either party to give notice to terminate the agreement,
including notice periods.
• accountability arrangements where the Person is self-managing their own
supports or their Personal Budget (as per Direct Fundholding).
The Support Agreement must be viewed and signed by the Person’s Facilitator
before the Provider can commence delivery of My Home My Choice.
19.0 Personal Budget
The funding allocated to a Person who accepts this service is called their
Personal Budget. The funds in this Personal Budget can be expended up to the
allocated amount to purchase supports and services that achieve the outcomes
specified in the Person’s Support plan over the course of a budget period.
The budget period will have a defined start date and a date when it will be
reviewed. This period is normally for 12 months. Unused funding cannot be
saved up to purchase support in a subsequent budget period. At the end of a
Personal Budget period any unused funding will lapse.
20.0 Purchasing Guidelines
The supports or services that are purchased from the Person’s Personal Budget
must be consistent with the Ministry's Purchasing Guidelines. These guidelines
outline what can be purchased with the allocated funding (refer to Purchasing
Guidelines in Appendix 1).
The Purchasing Guidelines may be subject to change or modification within the
duration of the service contract. The Ministry will inform Providers in writing if
there are proposed changes to these guidelines.
In instances when the purchase of a particular support is not clearly defined within
the scope of the Purchasing Guidelines the Provider may seek confirmation from
the Person’s NASC.
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21.0 Purchasing mechanisms
There are three options available for the Person to choose how the Provider will
assist them to purchase their supports with their Personal Budget.
• Direct Fundholding
• Facilitated Buying
• Flexible Support
6.4.1
Direct Fund holding
Direct Fundholding is when the Person takes overall responsibility for self-
managing their Personal Budget and purchasing or employing their own
support services from it. If they choose to directly employ their support
workers they must provide the Provider with their employed support
workers’ identification and contact details.
The Provider hosts the funding and administers the payments for the
services the Person purchases or employs. The Provider may also provide
some initial coaching to the person on their employment responsibilities as
well as assist them with monitoring the quality of support services
purchased.
Any tax, or employment related deductions that are required may be
administered and paid by the Provider with funds from the Person’s Personal
budget.
The details are determined in the Support Agreement between the Provider
and the Person.
Section 7.2 of this document relates specifically to the fee for this particular
funding mechanism.
6.4.2
Facilitated buying
Facilitated buying allows the Provider to directly purchase some or all of the
Person’s chosen supports and services on the Person’s behalf in line with the
Purchasing Guidelines. The amount and type of services they purchase is
determined in the Support Agreement between the Provider and the Person.
Administering the purchasing requirements will be the Provider’s
responsibility but any contractual obligations resulting from the contracting
of a service will be the Person’s responsibility. The Provider can assist the
Person with understanding and meeting these requirements if needed.
6.4.3
Flexible Support
Flexible Support enables the Provider to directly provide some or all of the
supports and services the Person requires from their Support Plan. The
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Person and the Provider will discuss what support is required and how it can
be delivered flexibly to meet the identified outcomes in the Person’s Support
plan. This will be documented in the Support Agreement and must be aligned
to the Purchasing Guidelines and the Tier one Service Specification.
22.0 Staffing
The Provider will ensure that it has sufficient staff who are suitably qualified to
provide CiCL supports as described in this specification. This will include support
functions tailored to meet the Person’s specified needs. The Provider will also
ensure that staff have access to appropriate training.
23.0 Payments
Guidance
The Provider is responsible for invoicing the Ministry for both the supports
purchased or delivered for the Person as well as for the cost of the My Home My
Choice service itself with funding from the Person’s personal budget.
The amount charged for the My Home My Choice service must be a fair and
reasonable reflection of the costs expended by the Provider and be within any
limits specified by the Ministry. The service fee must be agreed between the
Provider and the Person and documented in the Support Agreement prior to the
service commencing.
The Provider may directly provide, purchase or pay for supports for or on behalf
of the Person as per the agreed purchasing mechanism(s) that supports the
Person’s Support plan. The funding for these supports comes from the Person’s
Personal Budget. The Provider must verify that the My Home My Choice supports
have been delivered and are compliant with current Ministry policies prior to
invoicing the Ministry for payment.
Each scheduled fortnightly period the Provider will electronically invoice the
Ministry (as per Appendix 5 of the Outcome Agreement) for the expended costs
of the Person’s services provided or purchased within the previous fortnightly
period.
24.0 Service fee
The invoiced amount will also include a service fee(s) that the Provider and the
Person (along with their nominated representative if required) will have
negotiated and agreed to prior to the commencement of the service. The
amount of the fee will be reflective of the type and level of support that the
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Person requires from the Provider including the particular purchasing
mechanism(s) that the Person chooses.
The total service fee(s) must be documented in the Support Agreement and may
be subject to audit and appraisal by the Ministry.
25.0 Fee for hosting direct fund holding
The Provider may claim payment from the Ministry for hosting the funding for a
Person who has chosen to manage their supports through direct fund holding.
The hosting fee is a deducted percentage from the Person’s Personal Budget
(depending on the Budget’s size see Table 1 below) and a fortnightly proportion
of this hosting fee will be invoiced to the Ministry along with any expenditures
the person has incurred from their Personal Budget each fortnight.
Table 1: Fee charged for hosting direct fund holding4
The weekly
The percentage of a Person’s Personal
proportion of a
Budget that a Provider may deduct as
Person’s Personal
a fee for hosting direct fund holding
Budget:
$0-527
6.00%
$528-1161
5.50%
$1,162 and over
4.75%
26.0 Quality Requirements
• The Service Provider must provide Services in accordance with:
• the Code of Health and Disability Services Consumers’ Rights 1996
• the Health Act 1956
• the Health Information Privacy Code 1994
• the New Zealand Disability Strategy 2001
• Health Practitioners Competence Assurance Act 2003
• Ministry of Health Policy and Guidelines, as issued by the Ministry from time
to time
• all other relevant law relating to employment, health and safety, privacy.
• The Provider wil have a set of documented policies/ protocols as part of its Risk and
Quality Management framework including, but not limited to:
• code of conduct, including professional boundaries
4 The fees for hosting direct fund holding may be subject for review and possible change
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• conflict of interest
• complaints policy and processes
• an abuse policy that covers recognising and reporting physical or sexual
abuse and preventing abuse (physical, sexual, financial and psychological)
from staff
• confidentiality
• positive behaviour management
• a process to identify vulnerabilities in relation to specific people supported
by the service, and intentional safeguards that respond.
• The Provider wil be responsible for ensuring that their policies and protocols are
adhered to when delivering the service to the Person.
27.0 Accountability
28.0 Accountability documented in the Support Agreement
In the event that the Person or any other stakeholder has concerns about the
amount or type of My Home My Choice support that has been provided, the
Support Agreement should provide a clear record of what all parties agreed to.
29.0 Record keeping
The Provider will keep records that document the provision of support to the
Person as per the Support Agreement. These records will include but are not
limited to:
• evidence of support being provided and by whom
• the cost of that support (including overheads)
• actual expenses being incurred where an item has been purchased or an
aspect of the service subcontracted
• all related documentation, such as time sheets, invoices and receipts
All records will be maintained in an orderly way that is auditable and consistent
with best practice. Where the person is purchasing their own supports (Direct
Fundholding) the Provider should support the person to keep appropriate
records.
30.0 Audits
The Ministry may conduct regular Quality Audits of the Providers activities under
this Agreement, in accordance with the provisions of Annex B of the Outcome
Agreement.
a. A Quality Audit may relate to My Home My Choice supports provided in respect
of a single Person (Single Person Quality Audit), or to the general practices of
the Provider under this Agreement and not limited to the services provided a
specific Person (a General Quality Audit).
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b. A General Quality Audit would not normally occur more than once a year, but
multiple Single Person Quality Audits may occur in any year.
c. The parties wil work together with the timing of the Quality Audits to minimise
any inconvenience to the Provider.
31.0 Accountability of Provider
Where an overpayment has been made, or funding has not been used for the
purposes it was provided for, or not delivered in accordance with the requirements
of this Service Specification, the Provider must ensure that it repays any such
overpayment through a process that will be advised by the Ministry.
The Provider must immediately notify the Ministry in writing of any significant risk
such as potential fraud, inappropriate use of My Home My Choice funding and
safety risk to a Person. If any overpayment is due to fraud by the Person, and the
Provider could not reasonably have discovered that when conducting its payment
verification activities, the Provider must take all reasonable steps to recover the
funds from the Person. This may include reduction of the equivalent amount of My
Home My Choice support, or the Person may repay the monetary equivalent of
the overpaid amount. Other consequences may also follow for the Person,
including but not limited to a greater level of management that may remove some
of the choices otherwise available to them.
32.0 Exiting the service
The Person may choose to exit My Home My Choice, or ask to be supported by
another Provider. In the event the Person chooses to leave My Home My Choice
or changes Providers, their NASC must be advised. The NASC must agree to the
exit before the Provider stops supporting the person. This is to ensure the
Person’s decisions are being respected and that an appropriate transition plan
has been put in place before the Provider stops supporting the Person.
33.0 Wash up on exit
If the Person exits the Provider, the Provider will need to put in place a wash-up
payment process that takes into account any funding that the Provider or Person
holds or has accrued that has not been spent such as for leave and tax/levy
obligations.
Unspent funding that the Provider or Person holds that is not accrued for supports
delivered or purchased must be refunded to the Ministry. This can be done through
the regular invoicing process.
34.0 Linkages / Roles
35.0 The Person’s role
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The Person may be supported by a nominated representative/advocate,
family/whanau member, their NASC, an Independent Facilitator or even the
Provider to fulfil their role under this specification provided that supported decision
making principles are adhered to when this support is provided and any conflict of
interest is managed appropriately.
36.0 The Person’s role is to:
• develop and review the Support Agreement along with the Provider
• make day- to- day decisions about how the documented support in the
Support Agreement is provided
• lead/direct a regular review of their support arrangements
• ensure that the support purchased/received meets the outcomes identified
in their Support plan
• manage their own home and living arrangements including tenancy (if they
are renting)
• manage the support options they access in the community
• manage everyday costs of their daily living
• raise any concerns/complaints they may have with the service being
provided with either the provider or the NASC
• If Direct fund holding, record and make available all necessary
documentation to support expenditures related to their Personal Budget.
37.0 The Provider’s role is to:
• develop and review the Support Agreement along with the Person (and
where requested) other stakeholders the Person requests.
• purchase, provide and/or organise support according to the Person’s
Support plan and the Support Agreement
• where requested, support the Person to:
o find a home
o develop the skills and supports required to maintain a tenancy (or a
different form of occupancy arrangement as appropriate)
o manage everyday costs
o manage support options they access in the community
o ensure that the support purchased/received is the most cost effective
and relevant way to support the Person to achieve outcomes
identified in their plan
• support the Person to access any form of income assistance they may be
eligible for
• support the Person to initiate a regular Person-directed monitoring process
to ensure the Support Agreement is reviewed and revised regularly
• work with the Person to develop a contingency process in case the support
arrangement (or aspects of it) don’t work as planned
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• report to the Ministry and the relevant NASC on the outcomes achieved
against the Support Plan at the Person’s review date.
• participate in any evaluation of My Home My Choice commissioned by the
Ministry
• ensure that expenditure of the Personal Budget complies with the
purchasing guidelines and meets the requirements of the Support
Agreement.
38.0 The family and whānau
The Person will decide how much of a role their family and whānau have in their
life and in their support arrangements. The Person’s family and whānau may be
involved in:
• assisting the Person to have a good life through ongoing, every day support
• helping to develop and review the implementation of both the Support Plan
and the Support Agreement
• helping to identify suitable housing and support (where applicable)
• supporting the Person to assert their rights and meet their responsibilities
• monitoring the Person’s living and/or support arrangements
• participating, if they choose, in an evaluation of the demonstration
commissioned by the Ministry.
39.0 Reporting requirements
The Provider will submit a six monthly report to the Ministry that outlines:
• what purchases and supports have been provided under the Purchasing
Guidelines (in a Ministry supplied template)
• performance against the performance measures outlined in clause 4 of this
Service Specification and Annex A of the Outcome Agreement terms.
• A breakdown of the fees charged for My Home My Choice.
Further Reporting Requirements (including any Provider specific reporting
requirements) are included in Appendix 3 of the Outcome Agreement.
40.0 Purchase Units
Purchase Units are defined in the Ministry’s Nationwide Service Framework
Purchase Unit Data Dictionary. The following table documents the Tier Two
Purchase Unit Code and description associated with this service.
•
Purcha
se Unit •
Purchase Unit
•
Meas •
Purchase Measure Definition
Codes
Description
ure
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• DSSCC
• My Home My
• Unit
• Personal Budget allocated by a
L
Choice
Facilitator to a Person to assist the
Person to achieve disability support
outcomes in their Support Plan.
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Appendix 3: Communications Plan
Nōku te kainga noho,
nōku te whakatau | My
Home, My Choice
Engagement and
Communications
Approach
March 2024
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Background
Nōku te kainga noho, nōku te whakatau | My Home My Choice programme will
explore and develop home and living options, which are driven by and with
disabled people, tāngata whaikaha Māori and whānau. These options will reflect
people’s full human rights, citizenship, tino rangatiratanga/self-determination.
In this programme, we want to remove systemic barriers, drive improvements to
current services, create and support community options and enable alternatives
to residential services.
The programme is part of the overall system transformation work to implement
the Enabling Good Lives approach and create more opportunities for people to
live the life of their choice. It will align with our Te Tiriti of Waitangi
commitments and the United Nations Convention on the Rights of Persons with
Disabilities (UNCRPD).
Whaikaha is committed to working in partnership with disabled people, tāngata
whaikaha Māori, whānau, providers and other agencies to improve outcomes for
disabled people. This approach is central to the success of this programme.
This document outlines who needs to be engaged with and the method that will
be used. It is also worth noting that there will be separate engagement plans
developed which will primarily focus on tāngata whaikaha Māori me ō rātou
whānau and Pacific disabled people and aiga.
Purpose of the engagement
The purpose the engagement is to update the MHMC stakeholders on the
progress of My home, My Choice:
The purpose of this engagement will be tailored to meet the needs of individual
stakeholders.
In this work individuals, whānau and communities will direct, co-develop and co-
create.
Context
This programme is guided by the experiences of people who have lived in
residential support services and/or institutions. Sir Robert Martin and Gary
Williams hold leadership positions in the My Home My Choice programme, as
patrons.
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A steering group has been formed that includes disabled people, tāngata
whaikaha Māori, family/whānau, providers and Pacific people and those with
Enabling Good Lives expertise.
This programme will be underpinned by:
• Te Tiriti o Waitangi. This includes enabling tino rangatiratanga / self-
determination, working in a partnership approach, and making sure that
people can protect the things that are important to them
• The Enabling Good Lives Principles and approach
• The United Nations Convention on the Rights of Persons with Disabilities
(UNCRPD)
• The Abuse in Care Royal Commission of Inquiry
• The New Zealand Disability Strategy
• The MEAL Strategy
• Wai 2575 Health and Outcomes Inquiry
• Safeguarding framework and Te Aorerekura Action#28
Communications Objectives
• To reach a range of stakeholders to honour the commitment of Whaikaha
to working with disabled people and families, tāngata whaikaha Māori,
whānau, providers and other agencies
• To demonstrate how the work is underpinned by the Enabling Good Lives
approach, UNCRPD and te Tiriti o Waitangi.
• To gain feedback from disabled people and allies that will support the
design of improved options to residential homes for people who want
change.
• To communicate the intent to improve outcomes in response to the United
Nations Committee on the Rights of Disabled Persons’ recommendations
and Royal Commission of Inquiry Abuse in Care.
Engagement Principles
• Engagements will demonstrate our commitment to Te Tiriti o Waitangi
• Engagements will be evidence of what matters to disabled people and
therefore what matters to Whaikaha
• Nōku te kainga noho, nōku te whakatau | My Home My Choice will ensure
a specific focus on working with Māori and Pacific leaders and
communities
• Nōku te kainga noho, nōku te whakatau | My Home My Choice will listen,
hear and amplify the voices of disabled people and their whānau
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• Engagements will be stakeholder tailored, inclusive, safe, accessible and
equitable to the fullest extent possible
• Nōku te kainga noho, nōku te whakatau | My Home My Choice will engage
early and with adequate time for the engagement to be meaningful
• Engagements will build on and strengthen existing relationships or
establish new, enduring relationships, enhancing mutual mana and trust
• Nōku te kainga noho, nōku te whakatau | My Home My Choice will ensure
the experiences and voices of disabled people with lived experience of
institutional settings lead the work and involve whānau whose loved ones
have experienced or be at risk of experiencing institutional settings
Engagement Approach
Nōku te kainga noho, nōku te whakatau | My Home My Choice will be
collaborating with and using the experience of disability and whānau led groups
with experience in leading this type of engagement.
The engagement will provide a platform for people to discuss barriers and
enablers, and for Nōku te kainga noho, nōku te whakatau | My Home My Choice
programme to listen, be aware and respond to:
• Ensure alternative options are available for people considering entering
residential services
• Enable alternative options for people who want to leave residential
services
• create a commissioning process that promotes a wider range of housing
and living arrangements for disabled people who eligible for 24-hour
support
• lend expertise and advice to Operational teams to improve choice, control
and tino rangatiranga/self-determination within residential services
• lend expertise and advice to government agencies to support their
alignment with UNCRPD Article 19 and 28 and EGL approach
More information on the groups who we will engage with and our priorities for
engagement are set out in focus areas in Nōku te kainga noho, nōku te
whakatau | My Home My Choice programme.
Engagement Timeline
Engagement activities will take place between March to June 2024.
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Engagement Monitoring and Evaluation
During the engagement we will monitor who is participating to ensure the right
voices are heard, ie we have a range of people responding and strong
representation from as many people in residential situations as possible.
Nōku te kainga noho, nōku te whakatau | My Home My Choice will progressively
analyse the anecdotal feedback from providers and/or whānau to ensure they
influence the programme of work. Any emerging issues will be rectified quickly.
Engagement Risks and Mitigations
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Risks
Mitigation
Not all audiences may be
Offer communication channels to engage
engaged with in the given
timeframe
We are not able to reach the
Continuous review of respondents and
people we need to hear from
upweighting where required to ensure a
range of voices are heard
Some people we need to hear
We will use connections and a range of
from refuse to engage with the
mechanisms to reach a diverse group of
mahi
people and use trusted voices to
demonstrate the value of this mahi
People most impacted are not
Different mechanisms for engagement, ie
able to freely exercise their right some direct and some via other people
to give feedback safely
We will work closely with providers to
ensure they understand our expectations
Instances of abuse or neglect
Facilitators will identify people who may
that are raised as part of our
need a debrief or follow up and connectors
engagements are not responded will be available to follow up as required.
to appropriately
Work with the Disability Abuse Prevention
and Response Team to manage situations
of concern that emerge
Participants or questions raised
Facilitators will record any questions and
that cannot be answered in the
notify co-leads who can escalate or
engagement are not responded
resolve.
to or followed up.
Information on the My Home My Choice
We fail to recognise the
programme has already been translated
accessibility needs of participants into alternate formats, which will be made
available participants.
We will work with disabled and whānau led
organisations, and will take their guidance
on any additional accessibility
requirements for their hui or approach.
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We will prioritise key groups. It is
We do not have the budget /
important that we prioritise having quality
resources to complete all the
engagement over quantity.
engagement opportunities
Key Messages
• Whaikaha established My Home, My Choice / Nōku te Kāinga Noho Nōku
te Whakatau to develop alternatives to residential services and to create
better outcomes, security and choice and control for disabled people who
live in residential services.
• The purpose of Intensive Response Team is to work with disabled people
and their family, tangata whaikaha Māori me ō rātou whānau, Pacific
people and their aiga whose housing situations are most compromised
(either safety, security or the ability to make everyday life choices) and
who have limited alternative housing options.
My Home My Choice Programme’s Focus Areas:
• Reduce the number of people entering, or remaining in, residential care
over a 4-year period.
• Enable a specific Māori approach e for tangata whaikaha Māori and their
whānau.
• Empower disabled people, families and whānau to propose and secure
supports and services that sit outside the residential care model.
• Demonstrate innovative practice and build capability and capacity in local
communities with a focus on disabled people, families, whānau and the
key people in their lives.
• Increase the number of young disabled people moving out of aged
residential care.
• Reduce avoidable returns to residential care.
• Partner with disabled people, tangata whaikaha Māori, community and
government to increase the home and living options that are available
• Provide equitable home and living options that align with the aspirations
of disabled people, tāngata whaikaha Māori and whānau
• Enable tino rangatiratanga/self-determination for disabled people and
tāngata whaikaha Māori
• Protect disabled people and tāngata whaikaha Māori’s rights to autonomy,
self-determination and citizenship
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• Build confidence and capacity of Whaikaha to implement EGL principles,
ensure equity and promote citizenship within the context of My Home My
Choice
• Work with government agencies to enable easier transitions that align
with EGL principles, ensure equity and promote citizenship
Additional key messages will be developed and tailored to specific audiences.
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Appendix 4: Programme Lead Job Description
National Lead
My Home My Choice - Nōku te Kainga Noho Nōku te Whakatau
Contents
About Whaikaha - Ministry of Disabled People .......................................... 37
Our Purpose .................................................................................... 37
Accessibility ..................................................................................... 38
Te Tiriti o Waitangi ........................................................................... 38
Your place in Whaikaha ........................................................................ 38
About the role .................................................................................... 38
How you will contribute ........................................................................ 39
What you will bring ............................................................................. 43
Who you will be working with ................................................................ 44
Internal .......................................................................................... 44
External .......................................................................................... 44
Delegations ........................................................................................ 44
Working in the Public Service ................................................................ 45
About Whaikaha - Ministry of Disabled People
Our Purpose
Whaikaha - Ministry of Disabled People is underpinned by Aotearoa New Zealand
commitments under Te Tiriti o Waitangi, the United Nations Convention on the
Rights of Persons with Disabilities along with the United Nations Declaration on
the Rights of Indigenous Peoples the vision and principles of Enabling Good Lives.
The goals of Whānau Ora are foundational to how the Ministry does its work.
Whaikaha focuses on listening to and partnering with disabled people and their
families, tāngata whaikaha Māori me ō rātou whānau, Pacific disabled people and
their aiga and communities so that their experiences can inform changes to the
policies and practices which govern the disability sector. The goal is to enable
disabled people and tāngata whaikaha Māori to make their own decisions on the
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supports that will enable them to live their own good life, enhancing their mana
and self-determination.
Whaikaha will provide strong and focused leadership of the disability system
across government through:
Driving better outcomes for all disabled people
Leading and coordinating cross-government strategic disability policy
Working to deliver and transform disability support services, and.
Progressing work on the broader transformation of the wider disability system
Accessibility
We believe in a diverse and inclusive Ministry which reflects the communities that
we serve. We care about the wellbeing and success of our people and provide a
supportive and inclusive working environment where people can thrive and be who
they are. We are committed to understanding and making available reasonable
accommodations and accessibility for our people.
Te Tiriti o Waitangi
We have a firm commitment to Te Tiriti o Waitangi, which means we are
committed to giving effect to Te Tiriti through building kāwanatanga,
rangatiratanga and ōritetanga. Whaikaha works to partner with and give effect to
the voice of Māori, tāngata whaikaha me ō rātou whānau. Whaikaha works to
support tāngata whaikaha Māori, whānau, hapū, Iwi and communities to enable
their good life and aspirations.
Your place in Whaikaha
The National Lead, My Home My Choice (Nōku te Kainga Noho Nōku te
Whakatau) reports to the Group Manager, Enabling Good Lives, which sits in the
Commissioning, Design and Delivery Business Unit. The National Lead, My Home
My Choice (Nōku te Kainga Noho Nōku te Whakatau) leads the Intensive
Response Facilitator service.
The purpose of the Commissioning, Design and Delivery Business Unit is to
transform how supports are provided to disabled people and their whānau who
need support to live the lives they choose.
About the role
The National Lead is responsible and accountable for delivering high quality,
leadership of this fixed term funding of a new nationwide service.
My Home My Choice – Nōku te Kainga Noho Nōku te Whakatau
My Home My Choice - Nōku te Kāinga Noho Nōku te Whakatau is a Whaikaha work
fixed term 4-year funded programme. The programme has been established to
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create better outcomes, security and choice and control for disabled people who
live in residential services, with a focus on developing alternatives to residential
services. This works in partnership with stakeholders and communities to deliver
the outcomes.
The key priorities are:
• To ensure that options are available for people considering entering
residential services.
• To enable alternative options for people who want to leave residential
services.
• To increase choice and control for disabled people within residential
services.
To work with government agencies to enable easier transitions that align with EGL
principles, ensure equity, and promote citizenship.
The programme is focused on ensuring that disabled people and tāngata whaikaha
Māori have options, agency, choice, and control over where they live, who they
live with, and who provides them with support. The work programme focuses on
the systems that need to change to support the people in residential services.
Throughout the programme's development, Whaikaha will engage with networks
and organisations representing disabled people, families, tāngata whaikaha Māori
me ō rātou whānau, disabled Pacific people, and service providers.
How you will contribute
People Leadership
• Expert guidance, knowledge, and direction to a community-based team of
providers that builds on the strengths of individuals to deliver results,
shape change and contribute to our work programme.
• Work in partnership with community-based organization to build the
capacity of people recruited into the community-based roles.
Set stretch goals for the team that align with the Whaikaha vision and our
Three Pou, te Tiriti o Waitangi Enabling Good Lives principles and United
Nations Convention on the Rights of People with Disabilities.
Ensure people's wellbeing and accessibility are at the forefront of decisions and
approaches, including the provision of reasonable accommodations to
enable our community-based providers to perform at their best.
Role models our values, vision, and standards to drive the commitment and
engagement of our people.
Liaising with different stakeholders and reporting on progress.
Contribute to building an environment where professional and personal
development is encouraged and supported.
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Strategic Leadership
• Support your manager with the strategic direction and business planning
activities of your team and contribute to the wider strategic planning of
your group.
• Work across Whaikaha to ensure strong and appropriate linkages with and
between projects, programmes, implementation, planning, funding, and
monitoring.
• Ensure all work reflects the responsibilities of Whaikaha to the priority of
equity through enabling and enacting Te Tiriti o Waitangi obligations.
• Represent Whaikaha in external forums and meetings.
Operational Leadership
• Advice and guidance to service providers on any reporting requirements
internally and externally to stakeholders. Advice and guidance to support
the delivery of the overall work programme, projects, and initiatives,
translating strategy into action.
• Coach, mentor and advise on the workflows of the team, including
resource allocation and prioritization of work with the service providers.
• Provide oversight and quality assurance where required.
• Identify, assess, and manage risks and issues associated with the
implementation of the Intensive Response Team and wider program of
works.
• Monitor and manage the budget.
o Meet financial and budgeting requirements by adhering to approved
budgets, addressing variances as required.
o Complete financial and budget related tasks such as reporting and
invoicing as required.
o Undertake remedial action as required.
Service Delivery
• Ensure excellent service is delivered to meet quality and regulatory
standards, and resources are allocated appropriately and efficiently to add
best value.
• Ensure the day-to-day administration and financial requirements for the
service are carried out effectively. Ensure these are consistent with Whaikaha
processes.
• Ensure the coordination of residential care for tāngata whaikaha is well
organised and closely monitored.
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• Monitor service delivery to ensure effectiveness.
• Ensure appropriate key performance indicators are in place and measured as
required.
• Lead and deliver projects for the service as required.
• Manage feedback and complaints as required.
• Standardise processes to minimise risk in the service.
• Develop an audit schedule and take corrective taken as necessary.
• Ensure the service is complaint with the reportable events policy and other
policies and procedures as required.
• Oversee the development and implementation of support plans and
alternatives to residential care, ensuring they are tailored to the unique
needs of disabled people.
• Oversee the allocation of resources, including budgeting to ensure the
efficient and effective delivery of services.
Continuous Quality Improvement
• Ensure all services and operations comply to relevant legislation, policies, and
standards.
• Drive continuous quality improvement activities and initiatives within the
service including:
o Demonstrating consistent processes and procedures across the service.
o Variations are promptly identified and corrected.
o Improvement opportunities are identified and communicated.
o Improvement plans are implemented.
o Improved service user satisfaction.
o Quality standards are met.
o Completion of all necessary reports, including quarterly reporting.
Relationship Management
•
Build and maintain collaborative and positive relationships across
Whaikaha.
•
Establish and maintain sound working relationships with key contacts at
relevant government departments and agencies, the disability community,
non-government organisations, interest groups and other key stakeholders.
•
Lead relationships with stakeholders as applicable to your role.
•
Work proactively with partners in ways that are most likely to deliver
tangible benefits for disabled people and tāngata whaikaha Māori.
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•
Recognise and value the voice of the disability community. Work
collaboratively with community groups, disabled people, tāngata whaikaha
Māori, whānau and providers reflecting their concerns and aspirations.
•
Partner with key stakeholders to ensure the work programme reflects the
Crown’s relationship with Māori and improves outcomes and equity and
reflects our Te Tiriti o Waitangi obligations.
Risk Management
•
Identify any organisational risks and act or seek support to minimise their
impact.
•
Keep your manager informed of any risk issues that may impact on the
success of Whaikaha.
Embedding accessibility
Lead and embed a culture of genuine accessibility within teams and work to
actively identify and remove barriers to people fully participating in the
workplace and recognises individual strengths and needs.
Work with our people to ensure that reasonable accommodations needs are
identified early, facilitated, and regularly reviewed to allow our people to
work to their full ability and capacity.
Ensure work outputs and deliverables have accessibility at the heart and are
available in alternate formats as much as possible.
Embedding te ao Māori
Advocate for, support and develop your understanding of our commitment to
the application of the articles of Te Tiriti o Waitangi across all roles and
activities and encourage others to do the same.
Enable and enact how Te Tiriti o Waitangi is considered and included across
the course of your work activities and those of your team.
Contribute to our team - Whaikaha team leader.
Champion, promote and foster a safe, respectful, and accessible workplace
culture. Embrace your role as a good Whaikaha team leader by inspiring
and demonstrating genuine care for each other, our mahi and the disabled
community we serve. Understand and adapt to our diverse team, enabling
contribution from all.
Lead by example by taking personal responsibility for the wellbeing, health
and safety of yourself and our people. Understand and fulfil your
responsibilities as a leader for the wellbeing, health, and safety of our
people. Follow safe working practices, report all incidents, hazards, and
near misses, and familiarise yourself with how to respond in case of an
emergency.
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Take responsibility for understanding and implementing emergency
management and business continuity plans relevant to your business unit
and team. Ensure our people understand these plans well.
Familiarise yourself and comply with all Whaikaha policies, procedures, and
guidelines.
Perform other duties as may be reasonably required from time to time.
What you will bring
We are committed to building and maintaining a diverse, inclusive, and
accessible workplace. While this section contains guidance as to the potential
requirements for the role, it is not determinative or a complete list. We value the
unique skills, strengths, perspectives, and experiences that a diverse range of
people may bring and will work with our people to make any reasonable
accommodations needed to ensure they have a work arrangement suited to their
specific needs.
To undertake this role successfully the incumbent will:
• Be a disabled person, or have lived experience whānau, or be able to
establish credibility and trust with the disability community, as well as
having empathy and a deep understanding of the unique and diverse
experiences of disabled people.
• Have the ability to work in a tripartite relationship with disabled people
and tāngata whaikaha Māori.
• Be willing to travel for work from time to time.
• Obtain a satisfactory Children’s Worker Check.
• Have a current full driver’s license.
Qualifications, experience, and knowledge
• Relevant tertiary qualification and or equivalent experience.
• Experience leading a team or has the desire to lead a team.
• Deep practical experience leading a complex service delivery or
operational function.
• Experience providing strategic or operational advice to leaders.
• Significant experience in influencing, negotiating, and networking across
several disciplines.
• In-depth knowledge of disability support services, funding options and
relevant legislations and policies
• Strong analytical and problem-solving skills, with the ability to use data to
inform decision-making.
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• Experience working to a national framework (is desired but not essential).
• Knowledge and understanding of the High and Complex Framework.
• Knowledge and understanding of the New Zealand Disability Strategy.
• Understanding of the Machinery of government.
• Demonstrated knowledge and understanding of Te Tiriti o Waitangi.
Who you will be working with
Internal
Commissioning, Design and Delivery Business Unit
Group and team managers
Finance team
Whaikaha kaimahi
External
Disabled people and their families
tāngata whaikaha Māori me ō rātou whānau
Pacific people and their aiga
Manatū Hauora - Ministry of Health
Kainga Ora
Ministry of Social Development (MSD)
Oranga Tamariki
Te Puni Kokiri
Te Matapihi – Māori Housing PEAK Group
Iwi Housing Organisations
Disability service providers
Health And Disability Commissioner
Needs Assessment Service Co-ordination Association
Health professionals
Māori providers
Delegations
The following delegations apply to this position:
People and Culture – No
Financial – Yes
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Working in the Public Service
Ka mahitahi mātou o te ratonga tūmatanui kia hei painga mō ngā
tāngata o Aotearoa i āianei, ā, hei ngā rā ki tua hoki. He kawenga tino
whaitake tā mātou hei tautoko i te Karauna i runga i āna hononga ki a
ngāi Māori i raro i te Tiriti o Waitangi. Ka tautoko mātou i te
kāwanatanga manapori. Ka whakakotahingia mātou e te wairua
whakarato ki ō mātou hapori, ā, e arahina ana mātou e ngā mātāpono
me ngā tikanga matua o te ratonga tūmatanui i roto i ā mātou mahi.
In the public service we work collectively to make a meaningful difference for
New Zealanders now and in the future. We have an important role in supporting
the Crown in its relationships with Māori under the Treaty of Waitangi. We
support democratic government. We are unified by a spirit of service to our
communities and guided by the core principles and values of the public service in
our work.
Position Description Created: April 2024
Appendix 5: Intensive Response Facilitator Job Description
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My Home My Choice – Nōku te Kainga Noho Nōku te Whakatau
Facilitator Contents
About Whaikaha - Ministry of Disabled People
46
Our Purpose .................................................................................... 46
Accessibility ..................................................................................... 47
Te Tiriti o Waitangi ........................................................................... 47
Your place in My Home My Choice 47
About the role
47
How you will contribute 47
What you will bring
49
Who you will be working with 50
Delegations
51
Working in the Public Service 51
About Whaikaha - Ministry of Disabled People
Our Purpose
Whaikaha - Ministry of Disabled People is underpinned by Aotearoa New Zealand
commitments under Te Tiriti o Waitangi, the United Nations Convention on the
Rights of Persons with Disabilities along with the United Nations Declaration on
the Rights of Indigenous Peoples, the vision and principles of Enabling Good Lives.
The goals of Whānau Ora are foundational to how the Ministry does its work.
Whaikaha focuses on listening to and partnering with disabled people and their
families, tāngata whaikaha Māori me ō rātou whānau, Pacific disabled people and
their aiga, and communities so that their experiences can inform changes to the
policies and practices which govern the disability sector. The goal is to enable
disabled people and tāngata whaikaha Māori to make their own decisions on the
supports that will enable them to live their own good life, enhancing their mana
and self-determination.
Whaikaha will provide strong and focused leadership of the disability system
across government through:
Driving better outcomes for all disabled people
Leading and coordinating cross-government strategic disability policy
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Working to deliver and transform disability support services, and;
Progressing work on the broader transformation of the wider disability system
Accessibility
We believe in a diverse and inclusive Ministry which reflects the communities
that we serve. We care about the wellbeing and success of our people and
provide a supportive and inclusive working environment where people can thrive
and be who they are. We are committed to understanding and making available
reasonable accommodations and accessibility for our people.
Te Tiriti o Waitangi
We have a firm commitment to Te Tiriti o Waitangi, which means we are
committed to giving effect to Te Tiriti o Waitangi through kāwanatanga,
rangatiratanga and ōritetanga. Whaikaha works to partner with and give effect
to the voice of Māori, tāngata whaikaha me o rātou whānau. Whaikaha works to
support tāngata whaikaha Māori, whānau, hapū, Iwi and communities to enable
their good life and aspirations.
Your place in My Home My Choice
The Facilitator, My Home My Choice reports to a Programme Lead who sits
within Whaikaha.
About the role
How you will contribute
Assessment Needs
Engage with tangata whaikaha Māori me ō rātou whānau to co-design and
plan options when support needs are identified. .
Interact with Enabling Good Lives (EGL) sites to find alternative solutions to
residential services for disabled people, tangata whaikaha Māori me ō
rātou whānau and Pacific disabled people and their fanau.
Ensure tāngata whaikaha understand their rights and the process to request a
review.
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Community collaboration
Coordinate with agencies including Kainga Ora and Iwi Māori housing
providers to identify all options and create support options for disabled
people tangata whaikaha Māori me ō rātou whānau and Pacific disabled
people and their fanau.
Proactively identify and provide alternatives to residential care, ensuring the
options are tailored to the specific needs of tangata whaikaha Māori me ō
rātou whānau and Pacific disabled people and their fanau.
Working directly with disabled people, tangata whaikaha Māori me ō rātou
whānau and Pacific disabled people and their fanau.
To assist them to achieve Enabling Good Lives outcomes.
Facilitate with community and residential agencies to educate them about the
needs of disabled people and their family, tangata whaikaha Māori me ō
rātou whānau and Pacific disabled people and their fanau to co-develop
inclusive support plans.
Ensure that information about options including funding options support
informed decision making that works for disabled people and their
families, tangata whaikaha Māori me ō rātou whānau, Pacific people and
their aiga
Empower disabled people and their families, tangata whaikaha Māori me ō
rātou whānau, Pacific people and their aiga to actively participate in their
support planning and decision-making processes.
Continually evaluate and improve support strategies and services, ensuring
these are effective, inclusive, and aligned to with Enabling Good Lives
principles.
Ensure appropriate processes are established with disabled people and their
families, tangata whaikaha Māori me ō rātou whānau, Pacific people and
their aiga to review their plans. Ensure these are in accordance with
review guidelines and mandated requirements.
Planning for Enabling Good Lives outcomes
Understand the aspirations and preferences of disabled people and their
families, tangata whaikaha Māori me ō rātou whānau, Pacific people and
their aiga and assist them to think about the choices they have and what
they could do that is new and different.
Working creatively and co-design with disabled people and their families,
tangata whaikaha Māori me ō rātou whānau, Pacific people and their aiga
to plan and develop the life that they want.Explore how opportunities in the
community could be accessed, what current supports are working well and
what new and different supports could be established.
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Build awareness of the Enabling Good Lives principles and approach among
disabled people and their families, tangata whaikaha Māori me ō rātou
whānau, Pacific people and their aiga and service providers.
Working according to the Enabling Good Lives principles
Creatively develop localised options for disabled people and their families,
tangata whaikaha Māori me ō rātou whānau, Pacific people and their aiga
that can make a national impact.
Relationship management
•
Build and maintain collaborative and positive relationships across
Whaikaha.
•
Establish and maintain sound working relationships with key contacts at
relevant government departments and agencies, the disability community,
non-government organisations, interest groups and other key stakeholders.
•
Uphold, affirm value and elevate the voice of the disability community.
Work collaboratively with community groups, disabled people and their
families, tangata whaikaha Māori me ō rātou whānau, Pacific people and
their aiga and providers reflecting their concerns and aspirations.
Embedding accessibility
Embed a culture of genuine accessibility within teams where people work
actively to identify and remove barriers and recognise individual strengths
and needs.
Embedding te ao Māori
Embed Te Ao Māori (te reo Māori, tikanga, kawa, Te Tiriti o Waitangi) into the
way we do things at Whaikaha.
Continuously build more experience, knowledge, skills, and capabilities to
confidently engage with whānau, hapū and Iwi. Champion and contribute
to a safe, respectful, and accessible workplace culture. Showing genuine
care for each other, our mahi and the disabled community we serve.
Take personal responsibility for the wellbeing, health and safety of yourself and
others. Follow safe working practices, report all incidents, hazards, and near
misses, and familiarise yourself with how to respond in case of an
emergency.
Familiarise yourself and comply with all Whaikaha policies, procedures, and
guidelines.
Perform other duties as may be reasonably required from time to time.
What you will bring
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We are committed to building and maintaining a diverse, inclusive, and accessible
workplace. While this section contains guidance as to the potential requirements
for the role, it is not determinative or a complete list.
We value the unique skills, strengths, perspectives, and experiences that a diverse
range of people may bring and will work with our people to make any reasonable
accommodations needed to ensure they have a work arrangement suited to their
specific needs.
To undertake this role successfully the incumbent will:
Be a disabled person, or have lived experience whānau, or be able to
establish credibility and trust with the disability community, as well as
having empathy and a deep understanding of the unique and diverse
experiences of disabled people.
•
Have the ability to work in a tripartite relationship with disabled people and
tāngata whaikaha Māori.
Be willing to travel for work from time to time.
Qualifications, experience, and knowledge
Relevant tertiary qualification and or equivalent experience
•
Specialist knowledge and understanding of service coordination (desired
but not essential)
Experience working with the disability community
Demonstrated knowledge and understanding of the Enabling Good Lives
approach and principles.
knowledge and understanding of tangata whenua Maori and whānau led
approaches.
Knowledge of relevant legislation, policies, and funding options
•
Experience using facilitation and problem-solving strategies.
•
Understanding of the challenges faced by disabled people and their families,
tangata whaikaha Māori me ō rātou whānau, Pacific people and their aiga.
Who you will be working with
Internal
Programme Lead – My Home, My Choice Nōku te Kainga Noho Nōku te
Whakatau
NASC and EGL kaimahi
Whaikaha kaimahi
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External
Disabled people and their families, tangata whaikaha Māori me ō rātou
whānau. Pacific disabled people and their aiga
Families and whānau of disabled children, young adults, and adults
Disabled people’s organisations, informal networks, and disability service
providers
Contract of Services provider
Colleagues in Whaikaha and participating government agencies i.e. Oranga
Tamariki, Kainga Ora, Ministry of Social Development
Wider disability networks and community
Iwi and hapū housing organisations
Community providers
Delegations
The following delegations apply to this position:
People and Culture – N
Financial – N
Working in the Public Service
Ka mahitahi mātou o te ratonga tūmatanui kia hei painga mō ngā tāngata
o Aotearoa i āianei, ā, hei ngā rā ki tua hoki. He kawenga tino whaitake
tā mātou hei tautoko i te Karauna i runga i āna hononga ki a ngāi Māori i
raro i te Tiriti o Waitangi. Ka tautoko mātou i te kāwanatanga manapori.
Ka whakakotahingia mātou e te wairua whakarato ki ō mātou hapori, ā, e
arahina ana mātou e ngā mātāpono me ngā tikanga matua o te ratonga
tūmatanui i roto i ā mātou mahi.
In the public service we work collectively to make a meaningful difference for New
Zealanders now and in the future. We have an important role in supporting the
Crown in its relationships with Māori under the Treaty of Waitangi. We support
democratic government. We are unified by a spirit of service to our communities
and guided by the core principles and values of the public service in our work.
Position Description Updated: April 2024
Appendix 6: Programme Lead Advertisment
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Programme Lead
My Home My Choice - Nōku te Kainga Noho Nōku te Whakatau Ko wai mātou | About Us:
Whaikaha – Ministry of Disabled People has a unique mandate of having
responsibility to steward change across Government, while commissioning
disability support services; as wel as transforming how these services are
commissioned and delivered.
Disabled people expect to have greater choice and control over the supports and
services they receive to lead their best life. We are committed to this by
strengthening relationships and working in partnership with disabled people,
tāngata whaikaha Māori, Pacific disabled people and their whānau.
Whaikaha presents an exciting opportunity to make a real difference. The call for
“Nothing about us, without us” is an integral part of our operation.
Mō tēnei tūranga mahi | About the Role:
My Home My Choice - Nōku te Kāinga Noho Nōku te Whakatau is a Whaikaha four-
year fixed term funded programme. The programme has been established to
create better outcomes, security, choice and control for disabled people who live
in residential services, with a focus on developing alternatives to residential
services. This works in partnership with stakeholders and communities to deliver
the outcomes.
The key priorities are:
• To ensure that options are available for people considering entering
residential services.
• To enable alternative options for people who want to leave residential
services.
• To increase choice and control for disabled people within residential
services.
• To work with government agencies to enable easier transitions that align
with EGL principles, ensure equity, and promote citizenship.
The programme is focused on ensuring that disabled people and tāngata whaikaha
Māori have options, agency, choice, and control over where they live, who they
live with, and who provides them with support. The work programme focuses on
the systems that need to change to support the people in residential services.
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Throughout the programme's development, Whaikaha will engage with networks
and organisations representing disabled people, families, tāngata whaikaha Māori
me ō rātou whānau, disabled Pacific people, and service providers.
The Programme Lead is responsible and accountable for delivering high quality
leadership of this new nationwide service.
Ko wai koe | About You:
You will have an in-depth knowledge of disability support services, funding
options and relevant legislations and policies. This will be paired with knowledge
and understanding of the New Zealand Disability Strategy.
Your practical experience leading a complex service delivery or operational
function will ensure you are comfortable providing strategic or operational advice
to leaders.
Significant experience in influencing, negotiating, and networking across several
disciplines.
Strong analytical and problem-solving skills, with the ability to use data to
inform decision-making.
You will have knowledge and understanding of how people are supported in
residential services in New Zealand, and experience working to a national
framework would be an advantage but is not essential.
To undertake this role successfully, you will be a disabled person or be able to establish
credibility and trust with the disability community, as well as having empathy and an
understanding of the unique and diverse experiences of disabled people.
1) Mō Te Tono, Mō Te Tirotiro Tātai Tūranga | Apply or View the Position
Description:
Salary Range: ….
Tono Mai | We encourage you to apply:
Joining Whaikaha means being part of a whānau that celebrates the diversity
each individual brings. Currently, just over 40% of our people identify as
disabled people and we want this number to grow. We care about the wellbeing
and success of our people and provide a supportive and inclusive working
environment where people can thrive and be who they really are. We are
committed to the application of Te Tiriti o Waitangi in all levels of our work.
a)
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Me He Pātai Anō | Further Enquiries:
We encourage you to talk to us about any support you need. We want you to
present this information in a way that plays to your strengths. For example, you
may prefer to use video instead of a traditional CV and cover letter. You might
want whānau or a friend to tell us about you or use social media or a PowerPoint
presentation. Let’s kōrero about what you need to feel supported in your
application.
Contact us about the best way for you to apply by emailing us at:
[email address].
Te Tono | Application:
Please click the '
Apply' button to submit your application.
If you work for Whaikaha or MSD already - Please apply through the myHR
portal. You can do this by clicking the
‘Apply’ button to complete the online
application form and upload your CV and cover letter.
This will ensure that your
employee profile is visible as an internal candidate.
Ka Kati Ngā Tono | Applications Close:
Whaikaha has adopted the Ministry of Social Development's (host agency)
COVID-19 vaccination policy. This policy applies to all Whaikaha employees and
encourages, but does not require, employees to be fully vaccinated for COVID-
19 and its variants. Unless the role is identified as requiring vaccination at the
time.
a)
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Funding Request: Improving outcomes
and public value – residential care
Date:
26 May 2024
For:
Transformation Management Board
CC:
Whaikaha ELT
Security level:
In Confidence
Executive summary
Purpose
This paper is seeking the Transformation Management Board’s approval to release
Budget 2022 funding to understand the flow of disabled people into residential care to
help understand where system changes can improve both outcomes for disabled people
and public value.
Context
Whaikaha is a default social housing provider, and around half ($1 billion) of its
operating budget is spent on residential care each year. Creating alternatives requires
addressing housing supply and accessibility, as well as separating accommodation from
other supports, and ensuring disabled people have the same tenancy rights, access to
accommodation supplements and pathways to home ownership as other New
Zealanders.
In February 2024 the Transformation Management Board approved funding for four My
Home My Choice projects:
• A time-limited Intensive Response Team – to work with those whose housing
situations are most compromised
• Initial investment to unbundle the provision of support from accommodation
• Resource to work with Iwi/Māori on specific alternatives to residential care for
tangata whaikaha
• Facilitation of a practice network to improve outcomes and support continuous
improvement of residential care and alternative options.
These four projects will deliver improvements within the current system and insights on
what is needed to transform housing options for disabled people.
1
Proposal
In addition to these projects, we need to understand:
• what maintains the current approach to residential and in-home care across the
disability support system, and the health and social sectors
• the journey for disabled people end-to-end through the system and the
underlying economics of this journe
y1
• the barriers, waste and opportunities to deliver good outcomes for disabled
people, while staying within the current fiscal envelope.
This funding request is for s9(2)(j)
:
• employ System Improvement Coaches from the Ministry of Social Development
to support disability community and Whaikaha leaders (including members of the
Transformation Management Board) to apply a systems improvement method
that has been successfully used internationally and in New Zealand.
2
• contract data analysis support s9(2)(j)
The work will compare the journeys of disabled people who require 24/7 support and
who end up entering residential care (including residential respite) and those who are
able to stay in the community. This will help build understanding of the different
pathways, contexts and circumstances of those entering care or remaining in the
community, and the implications of these differences on outcomes (including
safeguarding), public value and financial sustainability.
The funding requested supports the first phases of the system improvement method:
•
Familiarisation and scoping – which has been completed.
•
Understand – which builds on previous reviews and insights and involves working
with a team of Disabled Leaders, Whaikaha managers and technical people to study
current system performance, the real costs of the current process and specific levers
for improvement (see appendix 1 for the team composition)
•
Redesign – insights about the system are collated, and a high-level design for the
future way of working is prepared, in alignment with existing EGL principles. This
includes an initial set of system measures and a plan for testing and scaling the way
of working.
These initial stages would be completed by the end of 2024, and inform a subsequent
funding request to proceed to the next stages in the system improvement approach:
•
Test and Learn – with a range of options to design, trial and refine changes that
will improve outcomes for disabled people as well as improving public value. This
stage includes developing plans on how to support, scale and make sustainable
improvements. This stage will be informed by the insights gained by the Intensive
1 The work will have a primary focus on people who enter residential care (including residential respite).
It will, however, be desirable to compare and contrast the journeys of people who do not enter residential
care so that we can understand the differences, and the implications of those differences.
2 This funding would also cover travel, noting most work will be undertaken in Wellington to contain costs..
3 There is currently no internal capacity to undertake this work.
2
Response Team, who will be able to identify gaps in mainstream supports and how
processes can be redesigned to improve outcomes for disabled people.
•
Make Normal – scaling up what works so it becomes both business as usual and
sustainable.
There are a wide range of examples of where the methodology applied by the systems
improvement coaches has led to improved outcomes and public value (see Appendix
1).
The system improvement coaches have supported Manaaki Tairawhiti, which brings
together local iwi and social cross-sector leaders to work together on what is needed
for whānau to flourish.
4 Manaaki Tairawhiti is currently working on what is needed to
improve respite care in the Tairawhiti region.
From the familiarisation work, the system improvement coaches appreciate the
significant interdependencies the disability support system has with other systems,
including and not limited to Education, Health, Work and Income and ACC.
While the work will initially focus on the Disability System, coaches will also aim to
equip Disabled Leaders and Whaikaha managers to take a systems perspective to
improve the interdependencies with other systems in the future.
Strategic alignment
Undertaking this ‘understand’ and redesign’ stage of the system improvement work now
will help position Whaikaha to prioritise action needed to respond to the:
• United Nations Convention on the Rights of Persons with Disabilities
deinstitutionalisation recommendation report back
• recommendations from the Royal Commission of Inquiry into abuse in state care
• anticipated recommendations from the Waitangi Tribunal’s kaupapa inquiry into
health services and outcomes (WAI 2575)
• the independent review into the disability support services administered by
Whaikaha – Ministry of Disabled People.
This work will also provide insights on how Whaikaha can strengthen safeguarding,
independent voice mechanisms and take a systems-learning approach (including
insights gained from the community of practice, and complaints). In turn this will help
inform workforce capability requirements and pipeline planning.
Recommendations
It is recommended that the Transformation Management Board:
a)
Agree to release s9(2)(j)
support the first stages
Agree | Disagree
(‘understand’ and ‘redesign’) of the system improvement
approach focused on residential care.
4 Home - Manaaki Tairāwhiti - Manaaki Tairāwhiti (mt.org.nz)
3
b)
Note that MSD system improvement coaches will work to
Note
build capability in the approach among disability leaders
(including Transformation Management Board members)
and Whaikaha staff involved.
c)
Note that, if the first stage proceeds successfully, a future
Note
funding request will be prepared with a range of options for
the ‘test and learn’ and ‘make normal’ stages.
d)
Note the ‘understand’ and ‘redesign’ will provide insights
Note
that support a range of strategic priorities for Whaikaha.
e)
Note that any ‘redesign’ options explored will reflect the
Note
current fiscal envelope, with the aim of achieving better
outcomes within current spend.
Amanda Bleckmann
Ben O’Meara
Deputy Chief Executive:
Deputy Chief Executive:
Commissioning, Design and Delivery
Policy, Strategy and Partnerships
4
Funding Request: Improving outcomes
and public value – residential care
Context
1
Whaikaha is a default social housing provider, and around half ($1 billion) of its
operating budget is spent on residential care each year. Creating alternatives
requires addressing housing supply, affordability and accessibility, as well as
separating accommodation from other supports, ensuring disabled people have
access to all tenancy rights, ensuring access to social housing and accommodation
benefits, and pathways to home ownership.
2
Recent inquiries and strategies highlight the need to improve human rights and
equity (of access, acceptability and outcomes) for disabled people in, or at risk of
entering, residential care. These include:
2.1 The NZ Disability Strategy - particularly the outcome relating to Choice and
Control (Outcome 7).
2.2 The Waitangi Tribunal Health Services and Outcomes inquiry WAI2575.
2.3 The Royal Commission into Abuse in Care.
2.4 NZ’s 2022 periodic review under the United Nations Convention on the Rights
of People with Disabilities.
3
In February 2024 the Transformation Management Board approved funding for
four My Home My Choice projects:
3.1 A time-limited Intensive Response Team – to work with those whose housing
situations are most compromised and who typically have the fewest options
for their living arrangement in the current disability support system.
3.2 Initial investment to unbundle the provision of support from accommodation,
through contracting with Community Housing Providers to bring on stream
the level of housing that might be required where people are accessing
flexible support, and move away from disability support providers being a
housing solution in new arrangements.
3.3 Resource to work with Iwi/Māori on specific alternatives to residential care
for tangata whaikaha, culturally grounded in te ao Māori (noting this work will
be used to develop a case for future investment in te ao Māori alternative
options).
3.4 Facilitation of a practice network that ensures that, within existing flexible
contracting and supports, an appropriately broad approach to the kinds of
‘home’ and lifestyles people might be seeking are supported.
5
Proposal
4
What is needed in addition to these projects is understanding of
4.1 what maintains the current approach to residential and in-home care across
the disability support system, and the health and social sectors
4.2 the journey for disabled people end-to-end through the system and the
underlying economics of this journey
5
4.3 the barriers, waste and opportunities to deliver good outcomes for disabled
people, while staying within the current fiscal envelope.
5
This funding request seeks s9(2)(j) to employ system improvement coaches from
the Ministry of Social Development who will support Whaikaha leaders to apply a
systems improvement method that has been successfully used internationally and
in New Zealand.
6 This includes work the systems improvement coaches have
supported in Manaaki Tairawhiti, which brings together local iwi and social cross-
sector leaders to work together on what is needed for whānau to flourish.
7
6
The system improvement method would focus on:
6.1 Understanding the journey for disabled people end-to-end through the
system and the underlying economics of this journey. The work will have a
primary focus on people who enter residential care (including residential
respite). It will compare and contrast the journeys of people who do not enter
residential care so that we can understand the differences, and the
implications of those differences.
6.2 Identifying barriers, waste and opportunities to deliver good outcomes for
disabled people, with an initial focus on residential care, specifically
understanding:
• the reasons for current cost increases over inflation
• the flow into residential care at different life stages and for different types of
disability (eg intellectual disability vs physical disability)
• examples of where alternative options to congregate living have been
successfully used, for example Choice in Community Living
• the system conditions that create and/or sustain inequities or poorer
outcomes for disabled people requiring 24/7 support in the current system
• what system conditions (including cross-sector income-related policies) need
to change to improve housing options for disabled people overall, and for
those requiring 24/7 support.
• Identifying poor value expenditure, to free up existing funding that can be
used differently for better outcomes.
5 The work will have a primary focus on people who enter residential care (including residential respite).
It will, however, be desirable to compare and contrast the journeys of people who do not enter residential
care so that we can understand the differences, and the implications of those differences.
6 This funding would also cover travel, and data analysis and modelling.
7 Home - Manaaki Tairāwhiti - Manaaki Tairāwhiti (mt.org.nz)
6
6.3 Supporting Whaikaha to plan one or more interventions that would test
improvements to selected barriers and opportunities, building on existing EGL
principles and learning and considering how to scale this work throughout
Aotearoa New Zealand. This includes:
• helping inform the parallel projects funded through Budget 2022 to separate
accommodation from other supports, develop te ao Māori alternative housing
options for disabled people, and develop communities of practice to support
continuous improvement (for existing residential care and for innovation)
• insights on how to understand and manage demand and cost, to inform the
financial sustainability work and the pricing tool for residential care to ensure
spending stays within the fiscal envelope.
• policy work being scoped on social housing options for people with disabilities.
6.4 Developing a measurement model for the Disability System. This would start
with an understanding of the existing data, then Lead and Lag/Outcome
measures would be developed based on the purpose of the system and what
matters to clients. Outcome measures would include an initial view of the
economics of the system, and why costs are currently escalating, provided
the right technical support is available. The intervention plans would include
testing of the measures. (This work will also provide insights into the data
strategy for Whaikaha, and the action needed to implement the strategy).
6.5 To build capability in disabled leaders and Whaikaha managers to apply
system thinking principles (appendix 1) to sustainably improve the system.
Initial focus
7
This funding proposal is for the ‘understand’ and ‘redesign’ stages which will
provide Whaikaha with the information to make an informed decision about where
and how you could make change, using a test and learn approach.
8
Undertaking this stage of the work now will also help position Whaikaha to
prioritise action needed to respond to the:
• United Nations Convention on the Rights of Persons with Disabilities
deinstitutionalisation recommendation report back,
• recommendations from the Royal Commission of Inquiry into abuse in state care
• recommendations from the Waitangi Tribunal’s kaupapa inquiry into health
services and outcomes (WAI 2575)
• the independent review into the disability support services administered by
Whaikaha – Ministry of Disabled People.
9
This work will also provide insights on how Whaikaha can strengthen safeguarding,
independent voice mechanisms and take a systems-learning approach (including
insights gained from the community of practice, and complaints). In turn this will
help inform workforce capability requirements and pipeline planning.
7
How the MSD system improvement coaches will support Whaikaha
10 At a high level, there are four phases of work:
10.1
Familiarisation and Scoping – Preparing for this initiative. Familiarisation
has been completed. This is a short exercise for coaches to get a feel for the
system and to complete scoping.
10.2
Understand – Working with a team of Disabled Leaders, Whaikaha managers
and technical people to study the current performance, the real costs of the
work system and to identify specific levers for improvement. This work would
build on the many reviews of parts of the Disability System that have taken
place over recent years. The Understand and Redesign work includes
transferring of system improvement knowledge and building capability in the
team.
10.3
Redesign – Collate the learning about the system and develop principles and
high-level design for the future way of working, in alignment with existing
EGL principles. This includes an initial set of system measures and a plan for
testing and scaling the way of working.
11 On the successful completion of the first stages of the system improvement
approach, a subsequent funding proposal could be developed for the next stages:
11.1 Test and Learn – Design, trial and refine changes with a view to
understanding what is required to be effective then efficient for disabled
people. This includes how to support, scale and make sustainable
improvement. New measures are tested and improved. Once testing has
proven that the new way of working is effective IT design and prototyping
could start. IT platforms will be significantly faster to develop, functional and
cheaper if based on a proven way of working.
11.2 Make Normal – Scaling up what works, including IT, making it business as
usual and sustainable.
12 The system improvement method is complimentary and supportive of Whānau Ora
and Te Ao Māori. The MSD business coaches have successfully supported Manaaki
Tairāwhiti (MT), an Iwi led collective, to develop a way of working that they are
starting to apply across all social sector systems.
13 A part of the MT team is currently applying the system improvement method to
improve the local respite care system. Client and whānau voice are the foundation
for their way of working. They respond to voice in a holistic way that builds on
whakapapa and one agreed plan with the whānau. Manaaki Tairāwhiti leaders have
offered to discuss their journey with you and how the system thinking approach
supports Whānau Ora.
14 The MSD system improvement coaches are also working with ACC on their
rehabilitation system. Leaders at ACC have also offered to discuss the work they
are doing and results so far.
15 Appendix 2 provides references to related systems improvement work undertaken
by the team and by teams across Europe using the same method.
8
16 From the familiarisation work, the system improvement coaches appreciate the
significant interdependencies the disability support system has with other systems,
including and not limited to Education, Health, Work and Income and ACC. The
initial focus will be on the Disability System first. The system improvement coaches
will also aim to equip Disabled Leaders and Whaikaha managers to take a systems
perspective to improve the interdependencies with other systems in the future.
17 Following approval of this proposal by the board, work would start to record client
needs, responses and journeys at:
• Your Way Kia Roha, Hutt valley, a NASC with an Intensive Response Team
member and another NASC without this function (these roles will be in place
from August 2024)
• Some residential homes, to be confirmed
• Choice in Community Living
• Other innovative alternatives to residential care, such as flatting.
18 There would also be analysis performed on the existing complaints system.
MSD Coaches commitment
19 s9(2)(a)
and another coach, to be determined, will be supporting this work.
Coaching will be available onsite up to 4 days per week based on the needs of the
work. s9(2)(a)
, the Director, Systems Improvement will support the
coaches, including reviews with Whaikaha officials and the Transformation
Management Board.
Agency commitment
20 The Engagement Lead, s9(2)(a) will work closely with the business coaches for the
duration of the engagement. The Understand team will be made up of primarily
fulltime personnel. There is also opportunity for personnel from policy,
partnerships, data and insights, and commissioning to be closely involved in this
work, to help build understanding of what is needed to improve half of the overall
investment made by Whaikaha.
21 The MSD system improvement coaches have found that agencies will derive
maximum value from this work if the Conditions for Success, outlined in Appendix
1, are adhered to.
22 It will be important for the Transformation Management Board to receive regular
updates as the work progresses to provide a shared understanding of learnings
and enable timely decisions about next steps.
Costs
23 The MSD system improvement coaches operate on a cost recovery basis. The cost
of the Understand and Redesign phases is estimated to be 3 to 4 months long. The
cost for coaches is estimated to be s9(2)(j) This is based on a cost recovery charge
of s9(2)(j) per day and allows for some travel, most of this phase of the work is
anticipated to be in Wellington to minimise costs.
9
24 An additional s9(2)(j) is requested for data analysis, noting there is currently no
internal capacity to undertake this work. (Work is underway to potentially appoint
a Principal Analyst – Strategic Insights. If this proceeds, the funding would be
absorbed into the costs of the position).
10
Appendix 1
Key System Improvement principles
To be successful engagements designed to foster an environment of System
Improvement within an organisation are underpinned by a number of principles. These
are outlined below:
•
think customer – the performance of the system is understood from the customer’s
perspective
• direct observation of customer interactions and work processes –
Go and See to
really understand the customer experience and how the service system works
•
leader led – Systems Improvement is necessarily the work of managers within an
organisation since managers are the key influencers of the overall system and
culture
•
informed choice at each stage – before moving to make change it is important that
managers and staff get a shared understanding of the current state and make
conscious decisions regarding how to proceed
• performance is primarily determined by the
work system – to improve performance
study the work to challenge and redesign the system
•
get knowledge about the entire service system before prioritising improvement
•
learning by doing – System Improvement principles and methods are not truly
learned from books or training courses, but through application in real work
situations. Consequently our approach to knowledge transfer is heavily action
oriented, with minimal formal classroom training.
Note that one member of the team does provide a 2-day system thinking and
intervention theory education course, which helps managers and specialists understand
the origins of this approach and why these proven theories are so profound.
Conditions for success
When building a sustainable culture of systems improvement, several factors should be
present. They include:
• Managers and Transformation Board commitment
o Sponsor and Managers undertaking structured
Go and See activities, regular
check-ins and being available where their decision-making authority is required
o Transformation Board being available for the review/gateways for the Understand
and Redesign phases
• Clarity of roles and responsibilities between Whaikaha and MSD Coaches
• No large-scale changes planned in the selected work areas during the period of the
engagement.
11
Appendix 2 – Reference engagements
The following table provides references to relevant system improvement engagements
undertaken by the team or from Europe using the same method.
Title
References
Comments
Manaaki Tairāwhiti
Page 19 onwards of the
Manaaki Tairāwhiti leaders have
Manaaki Tairāwhiti
volunteered to discuss the work we have
strategy
supported them with over the last 6
years. This could include the recent work
Results for MSD and
on the local respite system.
Corrections are not
available for release
The Manaaki Tairāwhiti strategy shows
currently, but can be
how they intend to use system
presented.
improvement to complement their
devolution strategy.
The Ka Awatea/Family Harm test and
learn document discusses their approach
to testing their new Way of Working. The
programme was delayed by COVID and
cyclone Gabrielle and work is underway
to make this a common approach across
the sector.
ACC
No external reports are
We have an ongoing engagement with
available at this time
ACC assisting them to improve their
rehabilitation system. There are no
external reports available at this time,
however an ACC leader is available to
discuss this work should you wish.
Saving money by doing https://www.vonne.org.uk
Review of UK public services with
the right thing
/sites/default/files/files/res Vanguard method examples.
ources/Locality-Report-
By Locality.org.uk
Diseconomies-web-
version.pdf
Vanguard –
Link to Video - Vanguard
Links to videos on improvement in a UK
improvements to UK
method applied in to UK
local-body health system.
health system
health care from 34
minutes onward (25
minutes long). Requires
login.
Link to Video – 3 minute
version of above
12
IN-CONFIDENCE
Excerpt from Transformation Management
Board Meeting 6 June 2024
Date:
6 June 2024
Time
9.30-12.30
Location:
On-line
Present:
Community
Whaikaha
Barry De Geest
Paula Tesoriero, Chief
Delia Nolan
Executive (Chair)
Kellie McGrath
Ben O’Meara, DCE
Pati Umaga
Policy, Strategy and
Peter Allen
Partnerships
Renata Kotua
Amanda Bleckmann, DCE
Ray King
Commissioning, Design and
Delivery
Apologies
Ronelle Baker, Kaihautu Chief Advisor Māori
Other attendees
Justine O’Reilly, Programme Director
Transformation
Jo Witko, Principal Analyst Transformation
John Wilkinson, Principal Analyst,
Commissioning, Design and Delivery
Tofa Suafole Gush, Programme Lead, Pacific
Peoples
Savaiinaea Alfredo Adams, Senior Strategic
Advisor, Pacific Peoples
My Home, My Choice (verbal update) – Justine
Recruitment is progressing for a preferred candidate to lead the ‘Intensive Response
Team’ work. The remaining initiatives will be scoped building in insights from the
systems improvement work (see later item).
Improving Outcomes and public value – residential care – Justine, John, Jo
• This is a funding request to fund system improvement coaches based in MSD to
support the application of the Vanguard method to identify failure demand in the system
– with a focus on residential care.
• This work will also help shape the My Home, My Choice initiatives.
Action log
#
Action
Team
Status
5
Develop communications that
CD&D
In progress
signal the My Home My Choice
initiatives but manage
expectations once the more
detailed design has been
completed
IN-CONFIDENCE
6
Provide quarterly updates on
CD&D
Ongoing
the four My Home My Choice
initiatives’ progress
DRAFT My Home, My Choice Programme Report (inaugural)
Date:
July 2024
For:
• Ben O’Meara, SRO and Chair of MHMC Programme Steering Group
• Members of MHMC Programme Steering Group (Members TBC)
CC:
Justine O’Reilly, Director Transformation Office
Purpose
To provide the MHMC Programme SRO and the Programme Steering Group with a monthly update on the current projects and
initiatives that contribute to the improved governance, management and delivery of housing options and supports within the
disability system.
Executive summary
This inaugural programme report describes and reports on the current projects and initiatives that influence the governance,
management and monitoring of housing options and supports within the disability system. It describes the programme’s potential
strategic contribution and the current programme risks.
Recommendations
It is recommended that you:
a) Note this inaugural monthly programme report and provide feedback to the Programme
Noted
Manager for future reporting purposes.
IN-CONFIDENCE
Sara Kidd
Programme Manager, Transformation Management Office
July 2024
File Reference
Title
2
IN-CONFIDENCE
My Home My Choice Programme Report
PART A - Introduction
1
Whaikaha is a default social housing funder – half ($1B) of its operating budget is spent on residential care each year. While
the number of people transitioning into residential care is not increasing, costs are.
2
The dominant model of congregate living does not allow disabled people choice in who they live with, or who supports them.
And once in residential care, people tend to stay, and over time lose capacity to live in other circumstances. Recent enquiries
have also demonstrated that disabled people who live in residential care are exposed to greater safeguarding risks.
3
Disabled people want access to the same range of living options as all people, with the same sense of home and choice – and
under the current system this aspiration is not fulfilled.
“My experience was that people living in residential care were denied
free will, preference, and prior and informed consent. For disabled people, the notion of choice and control was moot because
they were at the end of the decision-making process” – Gary Williams, Patron - My Home My Choice.
4
Whaikaha acknowledges that there is limited intelligence to govern both the residential care system and the broader systems
that support disabled people to live independently. This impacts its ability to fulfil its role as steward and to commission
effective housing and support solutions (supply side).
5
My Home, My Choice was established in May 2023 - to create better outcomes, security and choice and control for disabled
people who live in residential services, with a focus on developing alternatives to residential services.
6
In June 2023 Sir Robert Martin and Gary Williams were appointed as Patrons for My Home My Choice and were supported by
a Steering group with included subject matter experts and people with lived experience of residential services.
7
The key priorities developed by the Patrons and Steering Group were to:
7.1 Ensure that options are available for people considering entering residential services.
7.2 Enable alternative options for people who want to leave residential services.
7.3 Increase choice and control for disabled people within residential services.
7.4 Work with government agencies to enable easier transitions that align with EGL principles, ensure equity, and promote
citizenship.
File Reference
Title
3
IN-CONFIDENCE
8 In October to November 2023 My Home, My Choice led a series of community conversation and engagements with disabled
people, tangata whaikaha Māori, Pacific communities, family and whānau and providers to understand what would improve
residential care.
9 On 9 February 2024, the Transformation Management Board approved fixed-term funding for four My Home, My Choice
Initiatives. The funding comes from the Budget 2022 funding to support system transformation and improvement.
The four initiatives were:
Title
Description
Intensive
To work with disabled people whose housing situations are most compromised (either safety, security, or the ability
(Facilitation)
to make everyday life choices) and who have limited alternative housing options. During the trial period this service
Response Team
would be operated by Whaikaha (reflecting the approach taken by Education, which directly manages support for
the most at-risk students).
Unbundle
To invest in foundational steps to improve how 24/7 care is provided for those who need this support, by testing
accommodation
how to separate tenancy from other supports. Two Community Housing Providers would be contracted to source
from supports
and manage appropriate housing stock. (This will help identify potential longer-term options for social housing
provision for disabled people).
Te Ao Māori
To support Iwi - Māori alternatives to residential care, as well as understanding how existing supports can be
options
improved to better meet support tangata whaikaha Māori and their whānau. (This work will support a future case
for investment in te Ao Māori alternative options).
Practice network To build and broaden understanding of how flexible funding can be used to support alternative housing options that
work well for disabled people. (This includes continuous improvement and resource development to support ongoing
capability building across the system).
10 A more detailed description of these initiatives and their progress can be found in Part B of this report.
11 Since February 2024, the My Home My Choice Programme has sought to expand its visibility of all projects and initiatives
across Whaikaha (and beyond) that either directly or indirectly aim to improve housing and associated care and safeguarding
systems for disabled people.
File Reference
Title
4
IN-CONFIDENCE
12 The programme’s aim
as of August 2024, is to enable improved oversight of all these initiatives to support inter-project
coordination. Developing an integrated programme will also support Whaikaha to engage in the longer-term thinking required
to support future investment in this area.
13 The programme’s aims may also need to be updated to reflect any priorities emerging from the first stage of the Independent
Review recommendations.
File Reference
Title
5
What projects / initiatives make up the My Home, My Choice Programme (August 2024)
Fund Source
Project / Initiative
Outcome sought
Sponsor /
Current Stage
Link to MHMC PSG R/E/C*
All Previous
24/25 EAC –
25/26
26/27
Total
Status
Notes
Name
Owner
Priorities (23/24)
Years Actuals
Actuals plus
Forecast
Reporting and
Monitoring
Baseline
Reporting on
Whaikaha’s
Ben O’Meara
N/A
Create Options
-
-
-
-
-
-
Not initiated
Government-wide
contribution to
response to UNCRPD
UNCRPD
recommendations
recommendations is
visible.
Governance
Budget 22
Programme Advisory
Disabled voice is
Justine
N/A
N/A
E
$24,536.07
s9(2)(j)
Amber
Awaiting
Group
integrated into
O’Reil y
approval –
expected
investment decision-
September 24
making and planning
til December 2025.
Not specified
MHMC - Long Term
Whaikaha has a mid-
Ben O’Meara
N/A
Create Options
C
-
-
-
-
-
Not initiated
Investment Roadmap /
long-term investment
Programme Business
direction to influence
Case
housing solutions and
supports
Resourcing
Budget 22 and Resourcing
Programme is
Justine
N/A
E
-
-
-
-
-
Red
Resource not
Baseline
resourced to progress O’Reil y
approved
•
Programme
23/07/24
at the desired pace.
Manager (6mo)
•
Business Case Lead
(5mo)
•
Data Analyst (2y)
Strategy Policy
& Partnerships
Baseline
Disability housing –
Minister has improved Ben O’Meara
N/A
N/A
R
-
-
-
-
-
Complete
current state
knowledge of housing
for disabled people
Baseline
Response to Ministry of
TBC
Helen Walter
N/A
N/A
TBC
-
-
-
-
-
Not initiated
Housing and Urban
Development
Recommendations
Baseline
Response to Inquiry of
TBC
Helen Walter
N/A
N/A
TBC
-
-
-
-
-
Not initiated
Abuse in State Care
Research and
Evidence
Budget 22
Improving Outcomes
Improved
Ben O’Meara
Stage 3 -
N/A
E
-
s9(2)(j)
s9(2)(j)
Red
Procurement
and Public Value
understandings of
Design
not approved.
system dynamics and
IN-CONFIDENCE
their contribution to
current outcomes.
s9(2)(j)
Budget 22
Te Ao Maori alternatives Agreed pathway for
Trish Davis
Stage 1 –
Create options
C
$588,000
Amber
ILMS scheduled
Maori housing options
Concept
for August.
Coordination
resource
available.
Budget 22
Separating
Agreed pathway to
Ben O’Meara
Stage 1 –
Create options
C
$812,500
Amber
ILMS scheduled
accommodation from
enable choice
Concept
for August.
Coordination
supports
between housing and
resource
support.
available.
Budget 22
Delivering choice in the
Consistent application Trish Davis
Stage 1 -
N/A
E
$2,318,175
Amber
ILMS scheduled
community Practice
of practice across
Concept
for August.
Coordination
Networks
community care
resource
provision.
available.
Baseline
Research <65 years in
Pathway to prevent
Amanda / Ben Stage 1 -
N/A
C
-
-
-
-
-
Not initiated
aged Residential Care
<65 flow into ARC
O’Meara
Concept
Baseline
Delivering Care in the
Assessing and
Viv Ruth
Stage 1 –
Create options
E
-
-
-
-
-
Not initiated
community Business
recommending
Concept
Case
approaches to deliver
care into the
community
Baseline
Performance Heat Map
Improved intel igence Amanda / Ben N/A
Create options
R
-
-
-
-
-
Not initiated
of Residential Care
of current residential
O’Meara
facilities across New
services – location
Zealand.
and performance.
Commissioning
Budget 22
Intensive Response
Improved support for Amanda
Stage 4 -
Change the Flow
C
s9(2)(j)
$2,824,854
Amber
Implementation
Team
disabled people
Bleckman
Implement
plan and
schedule now
wishing to reside
place. Lead
outside of residential
appointed.
care
Governance
TBC
Monitoring and
evaluation
-
No specific projects
specified
Continuous
improvement
Not specified
Residential Pricing Tools
Reduction in the
Rachel Daysh
Stage 2 -
N/A
E
Not specified
Not specified
Not specified
Not specified
Not specified
Red
No PM
number of pricing
Initiate
allocated to the
project. Not
tools (TBC).
progressing.
R – Investments that enable the system to continue to run safely and effectively
E – Improvements in systems to lift efficiency and/or effectiveness of existing services.
C- Initiatives intended to transform existing or create new services that will resolve priority unmet need, improve disabled people’s outcomes or deliver significant efficiencies.
File Reference
Title
2
IN-CONFIDENCE
Associated projects and deliverables
Commissioning
Not specified
People for Us
Improved peer
Trish Davis
Stage 3 -
Choice and control
C
-
Not specified
Not specified
Not specified
Not specified
Green
support for disabled
Design
within Residential
people who are at
risk of abuse.
Not specified
DAPAR contract
Improved support for
Trish Davis
Stage 4 -
Choice and control
R
-
-
Green
extension / re-tender
disabled people who
Implement
within residential
are experiencing
abuse
Not specified
Assisting Change
Increased support for Trish Davis
Stage 3 -
-
E
Green
existing providers to
Design
achieve contractual
compliance
File Reference
Title
3
My Home, My Choice Programme Benefits
14 The adoption of programme management is expected to immediately improve project synergies, oversight and delivery confidence of the current projects or initiatives that influence the
governance, management and monitoring of housing systems and supports within the disability system.
15 Broader programme outcomes and benefits are not yet developed. Until this is established, the drivers for change (as they are currently understood) are expressed in the form of an
indicative investment logic map (ILM) below. This investment logic was developed as a desktop exercise by the Programme Manager. It requires further interrogation, and it may be
beneficial to use an Independent ILM Facilitator to support executive stakeholders with this thinking.
PROBLEM STATEMENT
BENEFIT / OUTCOME
STRATEGIC RESPONSE
Whaikaha is a default social housing funder - around half ($1 billion) of
Outcome 1. Whaikaha has
improved influence over New
Response 1. DEVELOP WHAIKAHA
its operating budget is spent on residential care each year. Whaikaha
Zealand’s residential infrastructure, supply, systems and
Implement stable, long term organisational structures,
has no coordinated capability dedicated to influencing, intervening and
supports and the care provided.
strategy, data collection and learning processes within
monitoring in social housing systems and solutions. This prevents
Strategic alignment:
Whaikaha to enable long term leadership, intervention and
Whaikaha from effecting its stewardship and commissioning role in the
• Establishing Whaikaha’s foundations
monitoring over housing options and support systems for
creation of alternative social housing options for disabled people
Links to Response 1 and Response 2.
disabled people.
(supply-side). Links to Outcome 1.
While the number of people flowing into residential care is stable,
Outcome 2. Reduced financial risk associated with
Response 2. CONTINUOUSLY IMPROVE EXISTING
costs are increasing. Individualised contracts are contributing to some
residential infrastructure, supply, systems and supports.
LEVERS
cost increase, but other drivers need to be better understood to inform
Strategic alignment:
Use and develop existing tools, such as intelligence
remedial action. Links to Outcome 1 and Outcome 2.
• Financial Sustainability
gathering on existing residential facilities performance, the
Links to Response 2.
commissioning framework, residential pricing tools,
workforce programme and practice networks to improve
monitoring and to drive continuous improvement of
existing services and approaches.
The current system conditions expect family carers to continue
Outcome 3. Reduced risk of avoidable entry into
Response 3. CHANGE THE FLOW
providing support at a level that may not be realistic and this can lead
residential care / institutionalised settings
Intervene early to reduce the likelihood of avoidable entry
to ‘burn-out’. If investment is not made into the workforce that
Strategic alignment:
into residential care and support exits from residential
provides care and support, disabled people’s choice of home may not
• UNCRPD (Article 19 – Recommendation 40 B, C)
care where these are sought by disabled people and their
be implementable or sustainable. Links to Outcome 3 and Outcome
• EGL Vision and principles
whānau.
4.
• Inquiry into the quality of care and service
provision for people with disabilities (2006)
Links to Response 3 and Response 4.
Approximately 486 disabled New Zealanders younger than 65 years
Outcome 4. Disabled people have
more choice and control
Response 4. CREATE, EXPAND AND SUSTAIN
are living in aged residential care as a consequence of limited living
in their living arrangements.
ALTERNATIVE LIVING ARRANGEMENTS
options that provide the required level of support. This living
Strategic alignment:
Creating alternatives to residential care requires working
arrangement is not intended or appropriate for people within this
• EGL Vision and Principles
with others (eg Kāinga Ora, Te Puni Kōkiri and Te
demographic because it does not provide the social interaction and
• Honoring Te Tiriti o Waitangi
Matapiti) to address housing supply, affordability and
stimulation required. Links to Outcome 3 and Outcome 4
• UNCRPD (Article 19 – Recommendation 40 B,C)
accessibility (universal design) as well as expanding the
• NZ Disability strategy
supports that can be delivered in people’s homes. Other
• Waitangi Tribunal Health Services and Outcomes
work includes policy changes to ensure disabled people
WAI2575
have the same tenancy rights as others, the same access
• Rights of Children
to social housing and accommodation benefits, and
• Inquiry into the quality of care and service
pathways to home ownership. It must also consider the
provision for people with disabilities (2006)
direction and needs of the care workforce and the models
• HDC Report on complaints about residential support
of care that better meet these needs.
services (2024)
Links to Response 3, Response 4 and Response 5.
The dominant model of congregate living for disabled people in New
Outcome 5. Reduced risk of disabled people experiencing
Response 5. IMPROVE SAFEGUARDING AND
Zealand does not allow disabled people choice in who they live with, or
harm
PERFORMANCE WITHIN RESIDENTIAL CARE
who supports them. And once in residential care, people tend to stay,
Strategic alignment:
Create effective means of responding to situations where
and over time lose capacity to live in other circumstances. On average,
• Royal Commission of Inquiry into Abuse in Care
disabled people in residential care may be at risk of abuse.
disabled people in residential care experience poorer outcomes and
• Te Aorerekura national strategy to eliminate
Identify what ‘good’ looks like for people who require 24/7
have greater safeguarding risks than other disabled people. Links to
family and sexual violence, action 28.
care.
Outcome 4 and Outcome 5.
• HDC Report on complaints about residential support
services (2024)
IN-CONFIDENCE
•Review for Whaikaha of policies, processes and practices
for managing complaints about IDEA services Limited
(2023)
Links to Response 5.
My Home, My Choice Programme Delivery Risks
16
Programme Resources: There are limited resources supporting the programme. This is a result of individuals being redirected to other parts of Whaikaha’s business, or because a project
resource management plan was not developed when funds were approved. The Programme Manager supporting the My Home, My Choice programme is only contracted or “borrowed” to
December 2024. A request to recruit a Business Case Lead to support the project definition of My Home, My Choice initiatives will be considered by ELT on 22 July. Recruitment of this role
will begin imminently after.
17
Project Management Capability: There is a broad continuum of project management skills and experience across the programme. For some project managers and governance groups
support may be required to initiate, business case and plan the project. The PMO released a project delivery toolkit on 1 July which should have some influence. Commissioning, Design and
Delivery are also releasing commissioning framework which should also support project delivery.
18
Independent Review: Recommendations delivered from the review may influence the programme’s future direction of travel, its level of priority or executive attention received. The full
recommendations are expected to be released in August 2024.
19
Programme Governance: The current My Home, My Choice Steering Group ended in June 2024. A funding extension is being drafted to ensure that the disabled voice continues to be
integrated into programme delivery arrangements. The programme’s broader governing arrangements are currently under reflection and review as well. These have been sent to ELT for
endorsement and approval. These thoughts will be discussed with Patron Gary Williams following the release of the Independent Review findings.
20
Programme Communications: Projects and initiatives across the programme are delivered by separate business units across Whaikaha. There is no formal communication mechanism in
place to ensure that projects are aware of all the other projects, their relationships and their progress. This is likely to result in inefficiency or lost opportunities for collaboration and synergy.
Communications are currently being delivered by the Programme Manager. It is expected that a more formal approach to communication can be established once foundational governance
decisions have been made by the Programme Steering Group, expected to convene in August 2024.
21
Programme Stakeholders: There is a high level of interest in the scope and progress of initiatives that contribute to housing / living arrangements for disabled people – from the Minister
and the United Nations, to housing and residential care providers, as well as individual disabled people and their whānau. The stakeholder network is extensive and the programme does not
yet have a formalised stakeholder approach. A Stakeholder Map is being developed with the support of Whaikaha SMEs. A draft should be available for review near mid to end of August
2024.
File Reference
Title
2
IN-CONFIDENCE
My Home, My Choice Programme Schedule
An indicative 15-month calendar of programme activities is presented below:
Workstream
Initiative
Q1 24/25
Q2 24/25
Q3 24/25
Q4 24/25
Q1 25/26
Dependencies / Interfaces
(Jul – Sep 24)
(Oct – Dec 24)
(Jan – Mar 25)
(Apr – Jun 25)
(Jul – Sep 25)
Broader Whaikaha Various
Independent Review Phase 1
Independent Review Phase 2 Autism NZ – first stage plan
Monitoring and
UNCRPD Reporting
Reporting
Governance
Governance Review
Updated governance
Review
Review
Any broader Whaikaha governance
arrangements
changes.
Stakeholder Management
Stakeholder Identification and
Wil be influenced by the scope of the
Analysis
programme.
Future MHMC Roadmap
Resourcing approach to be
ILM
Long Term Investment
Wil refer to and incorporate paral el
decided.
Strategic Assessment
Roadmap / MHMC
business case development processes,
Programme BC
business activities and system
performance.
Wil incorporate recommendations from
Independent Review and Vanguard.
Organisational
Programme Resourcing
Programme Manager (6mo)
Development
Data Analyst (2y)
Business Case Lead (5mo)
Strategy, Policy and Disability Housing – Current State
Completed
Partnerships
Response to Ministry of HUD
Recommendations
Response to the Inquiry of Abuse in State Recs released 24 July 24
Programme Lead is being appointed to
Care
lead the Whaikaha response.
Research, Evidence Performance Heat Map of Residential Care Create geographical map of al Interview Portfolio Managers Incorporate wait list data Incorporate Assisting
Incorporate IRT findings. Further developed by Assisting Change
and Investment
facilities and supported living arrangements residential facilities with expiry to gather tacit knowledge of
Change insights
and IRT insights.
across New Zealand.
dates.
quality issues.
Incorporate HQSC SAC
rating.
Te Ao Maori alternatives
ILM
Business Case
Concept Brief
Separating Accommodation from Supports ILM
Policy development (TBC) Concept Brief
Business Case
Concept Brief
<65 years in aged residential care
Concept Brief
Expanding of Community Delivery (wil
likely influence flow for those seeking
rest-home level care).
Delivering choice in community – Practice ILM
Business Case
Informs Community Delivery Expansion
Network
C
oncept Brief
Business Case
Vanguard Systems Thinking
Pr
ocurement
Findings delivered
Supports future investment analysis.
Community Delivery Expansion – Business
Business Case
Delivery of findings from Vanguard
Case Development
systems thinking
Delivery of Business Case for Practice
Network
Commissioning
Intensive Response Team
Resource secured 1 August.
NASCS appointed
Detailed Service Design
Service Launched
Service monitoring /
May receive referrals from People for Us
Pilot objectives
Staff recruited
Completed
Service monitoring
remedial actions
and DAPAR.
Implementation Plan.
Formal implementation
Evaluation Plan
activities end.
Pilot procurement process
EOI kick off
People for Us
Service implementation
May refer clients to the IRT and / or the
DAPAR team.
DAPAR contract extension
Implementation
Re-tendering.
Service may refer clients to IRT.
Assisting Change
Contract approved
Service Implementation (18
Informs Performance Heat Map
weeks in duration)
Improvement
Residential Pricing Tools
Waiting on project plan
File Reference
Title
3
PART B - Individual Project Status Reports (this section is blank and will be completed
closer to the time of the August Steering Group meeting)
22 The following status reports only apply to all projects with a whole-of-life cost exceeding $100,000. Refer Appendix 1 for
Project Delivery RAG status definitions.
Project: Improving Outcomes and Public Value
23 Commentary:
Indicators
Dimension
This period
Last period
Comments
Overall Status
Scope
Schedule
Finance
Issues / Risks
Benefits
Governance
Report prepared by: Jo Witco, Transformation Office
IN-CONFIDENCE
Date:
Project: Residential Pricing Tools
24 Commentary:
Indicators
Dimension
This period
Last period
Comments
Overall Status
Scope
Schedule
Finance
Issues / Risks
Benefits
Governance
Report prepared by: Amber Carline, Systems Design
Date:
File Reference
Title
2
IN-CONFIDENCE
Project: Intensive Response Team
25 Description:
Commentary:
Indicators
Dimension
This period
Last period
Comments
Overall Status
Scope
Schedule
Finance
Issues / Risks
Benefits
Governance
Report prepared by: Kelly Woolston, Operations
Date:
File Reference
Title
3
IN-CONFIDENCE
Project: Te Ao Māori Alternatives
26 Description:
Commentary:
Indicators
Dimension
This period
Last period
Comments
Overall Status
Scope
Schedule
Finance
Issues / Risks
Benefits
Governance
Report prepared by: x
Date:
File Reference
Title
4
IN-CONFIDENCE
Project: Practice Development – Community Delivery
27 Description:
Commentary:
Indicators
Dimension
This period
Last period
Comments
Overall Status
Scope
Schedule
Finance
Issues / Risks
Benefits
Governance
Report prepared by: x
Date:
File Reference
Title
5
IN-CONFIDENCE
Project: Separating tenancy from other supports
28 Description:
Commentary:
Indicators
Dimension
This period
Last period
Comments
Overall Status
Scope
Schedule
Finance
Issues / Risks
Benefits
Governance
Report prepared by: x
Date:
File Reference
Title
6
IN-CONFIDENCE
Project: Delivering Care in the Community (not initiated)
29 Commentary:
Indicators
Dimension
This period
Last period
Comments
Overall Status
Scope
Schedule
Finance
Issues / Risks
Benefits
Governance
Report prepared by: s9(2)(a)
Date:
Author: Sara Kidd, Programme Manager, Transformation Management Office
Responsible manager: Justine O’Reilly, Transformation Director
File Reference
Title
7
IN-CONFIDENCE
Appendix – PMO Project Delivery RAG status definitions
File Reference
Title
8
My Home, My Choice Programme Report
Date:
August 2024
For:
• Ben O’Meara, SRO and Chair of MHMC Programme Steering Group
•
Members of MHMC Programme Steering Group (Members TBC)
CC:
Justine O’Reilly, Director Transformation Office
Purpose
To provide the current and future MHMC governance group with a monthly update on the current projects and initiatives that
contribute to the improved governance, management and delivery of new and existing housing options and supports within the
disability system.
Executive summary
This programme report describes and reports on the status of the current projects and initiatives that influence the governance,
management and monitoring of new and existing housing options and supports within the disability system. It describes the
programme’s contribution to Whaikaha strategy and the current programme risks.
Recommendations
It is recommended that you:
a) Note this monthly programme report and provide feedback to the Programme Manager
Noted
for future reporting purposes.
IN-CONFIDENCE
Sara Kidd
Programme Manager, Transformation Management Office
August 2024
File Reference
Title
2
IN-CONFIDENCE
My Home My Choice Programme Report
PART A - Introduction
1
Whaikaha is a default social housing funder – half ($1B) of its operating budget is spent on residential care each year. While
the number of people transitioning into residential care is not increasing, costs are.
2
The dominant model of congregate living does not allow disabled people choice in who they live with, or who supports them.
And once in residential care, people tend to stay, and over time lose capacity to live in other circumstances. Recent enquiries
have also demonstrated that disabled people who live in residential care are exposed to greater safeguarding risks.
3
Disabled people want access to the same range of living options as all people, with the same sense of home and choice – and
under the current system this aspiration is not fulfilled.
“My experience was that people living in residential care were denied
free will, preference, and prior and informed consent. For disabled people, the notion of choice and control was moot because
they were at the end of the decision-making process” – Gary Williams, Patron - My Home My Choice.
4
Whaikaha acknowledges that there is limited intelligence to govern both the residential care system and the broader systems
that support disabled people to live independently. This impacts its ability to fulfil its role as steward and to commission
effective housing and support solutions (supply side).
5
My Home, My Choice was established in May 2023 - to create better outcomes, security and choice and control for disabled
people who live in residential services, with a focus on developing alternatives to residential services.
6
In June 2023 Sir Robert Martin and Gary Williams were appointed as Patrons for My Home My Choice and were supported by
a Steering group with included subject matter experts and people with lived experience of residential services.
7
The key priorities developed by the Patrons and Steering Group were to:
7.1 Ensure that options are available for people considering entering residential services.
7.2 Enable alternative options for people who want to leave residential services.
7.3 Increase choice and control for disabled people within residential services.
7.4 Work with government agencies to enable easier transitions that align with EGL principles, ensure equity, and promote
citizenship.
File Reference
Title
3
IN-CONFIDENCE
8 From October to November 2023 My Home, My Choice led a series of community conversation and engagements with disabled
people, tangata whaikaha Māori, Pacific communities, family and whānau and providers to understand what would improve
residential care.
9 On 9 February 2024, the Transformation Management Board approved the recommendation to allocate fixed-term ring-fenced
funding from Budget 22 to support the progress of four My Home, My Choice Initiatives.
The four initiatives identified were:
Title
Description
Intensive
To work with disabled people whose housing situations are most compromised (either safety, security, or the ability
(Facilitation)
to make everyday life choices) and who have limited alternative housing options. During the trial period this service
Response Team
would be operated by Whaikaha (reflecting the approach taken by Education, which directly manages support for
the most at-risk students).
Unbundle
To invest in foundational steps to improve how 24/7 care is provided for those who need this support, by testing
accommodation
how to separate tenancy from other supports. Two Community Housing Providers would be contracted to source
from supports
and manage appropriate housing stock. (This will help identify potential longer-term options for social housing
provision for disabled people).
Te Ao Māori
To support Iwi - Māori alternatives to residential care, as well as understanding how existing supports can be
options
improved to better meet support tangata whaikaha Māori and their whānau. (This work will support a future case
for investment in te Ao Māori alternative options).
Practice network To build and broaden understanding of how flexible funding can be used to support alternative housing options that
work well for disabled people. (This includes continuous improvement and resource development to support ongoing
capability building across the system).
10 A more detailed description of these initiatives and their progress can be found in Part B of this report.
11 Since February 2024, the My Home My Choice Programme has sought to drive through these initiatives as well as expand its
visibility of all projects and initiatives across Whaikaha (and beyond) that either directly or indirectly aim to improve housing
and associated care and safeguarding systems for disabled people.
12 On 14 August 2024 the recommendations from the Independent Review were announced, alongside Cabinet’s decision to
transition the Commissioning, Design and Delivery (CDD) unit of Whaikaha into a branded unit within Ministry of Social
Development (MSD).
File Reference
Title
4
IN-CONFIDENCE
13 Relevant to My Home, My Choice, the Independent Review’s second recommendation proposed to; “
Freeze current levels of
funding for facility-based care for 2024/25 pending commissioning and completion of a detailed review of the contract and
pricing models.” In practice this will require NASCS to immediately start prioritising and limiting new entries to residential care.
Consequently this is increasing the demand and need for alternative arrangements and approaches to residential care.
14 Following the Minister’s announcement, the My Home, My Choice programme was paused. The ring-fenced funding within the
24/25 financial year for the programme, was reallocated to the transition effort.
15 As
of August 2024, the programme’s objective is to continue progressing the four My Home, My Choice initiatives within
baseline funds, and to maintain oversight to support both CDD’s transition effort to the Ministry of Social Development (MSD)
as well as the immediate and long-term thinking required to resolve existing and future challenges relating to facility based
residential care.
File Reference
Title
5
What projects / initiatives make up the My Home, My Choice Programme (August 2024)
• Status reports for projects over $100,000 can be found in Part B of this report.
Fund Source
Project / Initiative
Outcome sought
Sponsor /
Current Stage
Link to MHMC PSG R/E/C*
All Previous
24/25 EAC –
25/26
26/27
Total
Status
Notes
Name
Owner
Priorities (23/24)
Years Actuals
Actuals plus
Forecast
Reporting and
Monitoring
Baseline
Reporting on
Whaikaha is
Ben O’Meara
N/A
Create Options
-
-
-
-
-
-
Not
The
Government-wide
demonstrating
initiated
concluding
observations
response to UNCRPD
progress against
will be
recommendations
UNCRPD
considered
recommendations.
as part of
the Disability
Support
Strategy
refresh in
2026. Next
report to UN
is 2030.
Governance
s9(2)(j)
Budget 22
My Home, My Choice
Disabled voice is
Justine
N/A
N/A
E
Red
Paused.
Programme Steering
integrated into
O’Reil y
Group
investment decision-
making and planning
til December 2025.
Not specified
MHMC - Long Term
Whaikaha has a mid-
Ben O’Meara
N/A
Create Options
C
-
-
-
-
-
Not
.
Investment Roadmap /
long-term investment
initiated
Programme Business
direction to influence
Case
housing solutions and
supports
Resourcing
Budget 22 and Resourcing
Programme is
Justine
N/A
E
-
-
-
-
-
Red
Resource not
Baseline
resourced to progress O’Reil y
approved
•
Programme
23/07/24
at the desired pace.
Manager (6mo)
•
Business Case
Lead (5mo)
•
Data Analyst (2y)
Strategy Policy
& Partnerships
Baseline
Disability housing –
Minister has
Ben O’Meara
N/A
N/A
R
-
-
-
-
-
Complete
current state
improved knowledge
of housing for
disabled people
Baseline
Response to Ministry of TBC
Helen Walter
N/A
N/A
TBC
-
-
-
-
-
Not
Housing and Urban
initiated
Development
Recommendations
IN-CONFIDENCE
Baseline
Response to Inquiry of
TBC
Helen Walter
N/A
N/A
TBC
-
-
-
-
-
Not
Abuse in State Care
initiated
Research and
Evidence
s9(2)(j)
Budget 22
Improving Outcomes
Improved
Ben O’Meara
Stage 3 -
N/A
E
Red
Procurement
and Public Value
understanding of
Design
not
approved.
residential system
demands, failings and
conditions and their
contribution to
current outcomes as
they relate to
disabled people living
independently within
their community.
Budget 22
Te Ao Māori alternatives Agreed pathway for
Trish Davis
Stage 1 –
Create options
C
Red
Paused.
Māori housing options
Concept
Funding
ringfenced
for 24/25
year has
been re-
allocated.
Budget 22
Separating
Agreed pathway to
Ben O’Meara
Stage 1 –
Create options
C
Red
Paused.
accommodation from
enable choice
Concept
Funding
ringfenced
supports
between housing and
for 24/25
support.
year has
been re-
allocated.
Budget 22
Delivering choice in the Consistent application Trish Davis
Stage 1 -
N/A
E
Red
Paused.
community Practice
of practice across
Concept
Funding
ringfenced
Networks
community care
for 24/25
provision.
year has
been re-
allocated.
Baseline
Research <65 years in
Pathway to prevent
Amanda /
Stage 1 -
N/A
C
-
-
-
-
-
Not
aged Residential Care
<65 flow into ARC
Ben O’Meara
Concept
initiated
Baseline
Delivering Care in the
Assessing and
Rachael Burt Stage 1 –
Create options
E
-
-
-
-
-
Not
community Business
recommending
Concept
initiated
Case
approaches to deliver
care into the
community
Baseline
Performance Heat Map
Improved intel igence Amanda /
N/A
Create options
R
-
-
-
-
-
Not
of Residential Care
of current residential
Ben O’Meara
initiated
facilities across New
services – location
Zealand.
and performance.
Commissioning
Budget 22
Intensive Response
Improved support for Kel y
Stage 4 -
Change the Flow
C
s9(2)(j)
Red
Lead
Team
disabled people
Woolston
Implement
appointed.
Funding
wishing to reside
ringfenced
for 25/25
year has
File Reference
Title
2
IN-CONFIDENCE
outside of residential
been re-
care
allocated.
Monitoring and
evaluation
-
No specific projects
specified
R – Investments that enable the system to continue to run safely and effectively
E – Improvements in systems to lift efficiency and/or effectiveness of existing services.
C- Initiatives intended to transform existing or create new services that will resolve priority unmet need, improve disabled people’s outcomes or deliver significant efficiencies.
Associated projects and deliverables
Qualityand INsights
People for Us
Improved peer
Trish Davis
Stage 3 -
Choice and control
C
-
Green
support for disabled
Design
within Residential
people who are at
risk of abuse.
DAPAR contract
Improved support for
Trish Davis
Stage 4 -
Choice and control
R
-
Green
extension / re-tender
disabled people who
Implement
within residential
are experiencing
abuse
Assisting Change
Increased support for Trish Davis
Stage 3 -
-
E
Green
existing providers to
Design
achieve contractual
compliance
Safeguarding with a
Improve
Trish Davis
Stage 2 –
Increasing Choice
E
$3,000,000
$4,100,100
$7,100,000
Red
$2.2M of Budget
focus on prevention
Safeguarding with a
scoping
and Control
22 has been
reallocated.
focus on prevention
File Reference
Title
3
My Home, My Choice Programme Benefits
16 The adoption of programme management is expected to immediately improve project synergies, oversight and delivery confidence of the current projects or initiatives that influence the
governance, management and monitoring of housing systems and supports within the disability system.
17 Broader programme outcomes and benefits are not yet developed. Until this is established, the drivers for change (as they are currently understood) are expressed in the form of an
indicative investment logic map (ILM) below. This investment logic was developed as a desktop exercise by the Programme Manager. It requires further interrogation, and it may be
beneficial to use an Independent ILM Facilitator to support executive stakeholders with this thinking.
PROBLEM STATEMENT
BENEFIT / OUTCOME
STRATEGIC RESPONSE
Whaikaha is a default social housing funder - around half ($1 billion) of
Outcome 1. Whaikaha has
improved influence over New
Response 1. DEVELOP WHAIKAHA
its operating budget is spent on residential care each year. Whaikaha
Zealand’s residential infrastructure, supply, systems and
Implement stable, long term organisational structures,
has no coordinated capability dedicated to influencing, intervening and
supports and the care provided.
strategy, data collection and learning processes within
monitoring in social housing systems and solutions. This prevents
Strategic alignment:
Whaikaha to enable long term leadership, intervention and
Whaikaha from effecting its stewardship and commissioning role in the
• Establishing Whaikaha’s foundations
monitoring over housing options and support systems for
creation of alternative social housing options for disabled people
Links to Response 1 and Response 2.
disabled people.
(supply-side). Links to Outcome 1.
While the number of people flowing into residential care is stable,
Outcome 2. Reduced financial risk associated with
Response 2. CONTINUOUSLY IMPROVE EXISTING
costs are increasing. Individualised contracts are contributing to some
residential infrastructure, supply, systems and supports.
LEVERS
cost increase, but other drivers need to be better understood to inform
Strategic alignment:
Use and develop existing tools, such as intelligence
remedial action. Links to Outcome 1 and Outcome 2.
• Financial Sustainability
gathering on existing residential facilities performance, the
Links to Response 2.
commissioning framework, residential pricing tools,
workforce programme and practice networks to improve
monitoring and to drive continuous improvement of
existing services and approaches.
The current system conditions expect family carers to continue
Outcome 3. Reduced risk of avoidable entry into
Response 3. CHANGE THE FLOW
providing support at a level that may not be realistic and this can lead
residential care / institutionalised settings
Intervene early to reduce the likelihood of avoidable entry
to ‘burn-out’. If investment is not made into the workforce that
Strategic alignment:
into residential care and support exits from residential
provides care and support, disabled people’s choice of home may not
• UNCRPD (Article 19 – Recommendation 40 B, C)
care where these are sought by disabled people and their
be implementable or sustainable. Links to Outcome 3 and Outcome
• EGL Vision and principles
whānau.
4.
• Inquiry into the quality of care and service
provision for people with disabilities (2006)
• Royal Commission of Inquiry into Abuse in Care
Links to Response 3 and Response 4.
Approximately 486 disabled New Zealanders younger than 65 years
Outcome 4. Disabled people have
more choice and control
Response 4. CREATE, EXPAND AND SUSTAIN
are living in aged residential care as a consequence of limited living
in their living arrangements.
ALTERNATIVE LIVING ARRANGEMENTS
options that provide the required level of support. This living
Strategic alignment:
Creating alternatives to residential care requires working
arrangement is not intended or appropriate for people within this
• EGL Vision and Principles
with others (eg Kāinga Ora, Te Puni Kōkiri and Te
demographic because it does not provide the social interaction and
• Honoring Te Tiriti o Waitangi
Matapiti) to address housing supply, affordability and
stimulation required. Links to Outcome 3 and Outcome 4
• UNCRPD (Article 19 – Recommendation 40 B,C)
accessibility (universal design) as well as expanding the
• NZ Disability strategy
supports that can be delivered in people’s homes. Other
• Waitangi Tribunal Health Services and Outcomes
work includes policy changes to ensure disabled people
WAI2575
have the same tenancy rights as others, the same access
• Rights of Children
to social housing and accommodation benefits, and
• Inquiry into the quality of care and service
pathways to home ownership. It must also consider the
provision for people with disabilities (2006)
direction and needs of the care workforce and the models
• HDC Report on complaints about residential
of care that better meet these needs.
support services (2024)
Links to Response 3, Response 4 and Response 5.
The dominant model of congregate living for disabled people in New
Outcome 5. Reduced risk of disabled people experiencing
Response 5. IMPROVE SAFEGUARDING AND
Zealand does not allow disabled people choice in who they live with, or
harm
PERFORMANCE WITHIN RESIDENTIAL CARE
who supports them. And once in residential care, people tend to stay,
Strategic alignment:
Create effective means of responding to situations where
and over time lose capacity to live in other circumstances. On average,
• Royal Commission of Inquiry into Abuse in Care
disabled people in residential care may be at risk of abuse.
disabled people in residential care experience poorer outcomes and
• Te Aorerekura national strategy to eliminate
Identify what ‘good’ looks like for people who require 24/7
have greater safeguarding risks than other disabled people. Links to
family and sexual violence, action 28.
care.
Outcome 4 and Outcome 5.
• HDC Report on complaints about residential support
services (2024)
IN-CONFIDENCE
•Review for Whaikaha of policies, processes and practices
for managing complaints about IDEA services Limited
(2023)
Links to Response 5.
My Home, My Choice Programme Risks
18
Independent Review: Recommendations delivered from the review have had a significant influence on the programme’s future direction of travel, its level of priority and the level of
executive attention. The programme is effectively paused until it is re-evaluated as part of CDD’s transition process to MSD. The Independent Review’s second recommendation – to freeze
current levels of funding for facility based residential care – is now creating a higher level of interest and desire for the programme.
19
Programme Resources and Schedule: There are limited resources supporting the programme. This is a result of individuals being redirected to other parts of Whaikaha’s business, or
because requested project resources were not approved. The Programme Manager supporting the My Home, My Choice programme is only contracted or “borrowed” to December 2024. A
request to recruit a Business Case Lead to support the project definition of My Home, My Choice projects was not approved. Approval to contract MSD resources to support and progress
systems thinking work was not approved. Operational resource is less likely to be available with significant change planned over the immediate term.
20
Project Management Capability: There is a broad continuum of project management skills and experience across the programme. For some projects, support may be required to initiate,
business case and plan the project. The Whaikaha PMO released a project delivery toolkit on 1 July which may have some influence. CDD are also releasing commissioning framework which
should also support project delivery going forward.
21
Programme Governance: The current My Home, My Choice Steering Group ended in June 2024. A funding extension was proposed to ensure that the disabled voice continues to be
integrated into programme delivery arrangements however it was decided to halt engagement with the advisory group until the Independent Review recommendations were released. The
Steering Group is expected to be consulted in September when more is understood regarding the future of the programme.
22
Programme Stakeholders: There is a high level of interest in the scope and progress of initiatives that contribute to housing / living arrangements for disabled people in New Zealand –
from the Minister and the United Nations, to housing and residential care providers, as well as individual disabled people and their whānau. The stakeholder network is extensive and the
programme does not yet have a formalised stakeholder approach. A Stakeholder Map is being developed with the support of Whaikaha SMEs. This will be under ongoing development as new
entities envisaged under the Independent Review recommendations are progressed. Internal stakeholder support for the programme and its objectives continues to grow.
File Reference
Title
2
IN-CONFIDENCE
My Home, My Choice Programme Schedule
An indicative 15-month calendar of programme activities is presented below:
Workstream
Initiative
Q1 24/25
Q2 24/25
Q3 24/25
Q4 24/25
Q1 25/26
Dependencies / Interfaces
(Jul – Sep 24)
(Oct – Dec 24)
(Jan – Mar 25)
(Apr – Jun 25)
(Jul – Sep 25)
Broader Whaikaha Various
Independent Review Phase 1
Independent Review Phase 2 Autism NZ – first stage plan
Monitoring and
UNCRPD Reporting
Recommendations considered as part of
Reporting
the Disability Strategy refresh
Governance
Governance Review
Updated governance
Review
Review
Any broader Whaikaha governance
arrangements
changes.
Stakeholder Management
Stakeholder Identification and
Wil be influenced by the scope of the
Analysis
programme.
Future MHMC Roadmap
Resourcing approach to be
ILM
Long Term Investment
Wil refer to and incorporate paral el
decided.
Strategic Assessment
Roadmap / MHMC
business case development processes,
Programme BC
business activities and system
performance.
Wil incorporate recommendations from
Independent Review and Vanguard.
Organisational
Programme Resourcing
Programme Manager (6mo)
Finance required.
Development
Data Analyst (2y) – NOT
APPROVED
Business Case Lead (5mo) –
NOT APPROVED
Strategy, Policy and Disability Housing – Current State
Completed
Partnerships
Response to Ministry of HUD
Recommendations
Response to the Inquiry of Abuse in State Recs released 24 July 24
Programme Lead is being appointed to
Care
lead the Whaikaha response.
Research, Evidence Performance Heat Map of Residential Care
Create geographical map of Incorporate wait list data Incorporate Assisting
Incorporate IRT findings. Further developed by Assisting Change
and Investment
facilities and supported living arrangements
al residential facilities with
Change insights
and IRT insights.
across New Zealand.
expiry dates.
Incorporate HQSC SAC
rating.
Interview Portfolio Managers
to gather tacit knowledge of
quality issues.
Te Ao Maori alternatives
PAUSED
Separating Accommodation from Supports P AUSED
<65 years in aged residential care
PAUSED
Expanding of Community Delivery (wil
likely influence flow for those seeking
rest-home level care).
Delivering choice in community – Practice P AUSED
Informs Community Delivery Expansion
Network
Business Case.
Improving Outcomes and Public Value
PAUSED – ARRANGEMENTS
Supports long term investment thinking.
WITH MSD ARE BEING
DISCUSSED.
Community Delivery Expansion – Business PAUSED.
Delivery of findings from Vanguard
Case Development
systems thinking
Delivery of Business Case for Practice
Network
Commissioning
Intensive Response Team
PAUSED.Resource secured 1
Detailed Service Design.
May receive referrals from People for Us
August.
and DAPAR.
Pilot objectives
Implementation Plan.
Detailed Service Design
People for Us
Service implementation
May refer clients to the IRT and / or the
DAPAR team.
DAPAR contract extension
Implementation
Re-tendering.
Service may refer clients to IRT.
Assisting Change
Contract approved
Service Implementation (18
Informs Performance Heat Map
weeks in duration)
Improvement
Residential Pricing Tools
Waiting on project plan
Transfer to MSD
File Reference
Title
3
PART B - Individual Project Status Reports
23 The following status reports only apply to all projects with a whole-of-life cost exceeding $100,000. Refer Appendix 1 for
Project Delivery RAG status definitions.
Project: Improving Outcomes and Public Value
24
Commentary: In June 2024, the Transformation Management Board approved a funding request to procure MSD coaching
services however the Whaikaha Procurement Board did not approve the Procurement Plan Opt-Out request to proceed with this
work. Some engagement with MSD coaches and stakeholders proceeded however due to flights and accommodation having
already been booked. The project is now on pause till further notice. Future service and support arrangements between the
project and MSD are being discussed as part of the transition process.
Indicators
Dimension
This period
Last period
Comments
Overall Status
Red
Procurement not approved.
Scope
Red
Procurement not approved,
Schedule
Red
Delayed due to procurement
not approved.
Finance
Red
Procurement not approved.
Issues / Risks
Red
Independent Review has
resulted in a pause of major
projects.
IN-CONFIDENCE
Benefits
Amber
Benefits may not align with
new organisational direction or
priorities set by the
Independent Review.
Governance
Red
Governance not established
due to organisational change
process.
Report prepared by: Jo Witco, Transformation Office
Date: 16 August 2024
Project: Intensive Response Team
Description:
Commentary: The Programme Lead commenced in the role on 1 August 2024. Ringfenced funding for the project for 24/25
has been reallocated. The project is responding to the recent announcement that CDD will transition across to MSD.
Indicators
Dimension
This period
Last period
Comments
Overall Status
Red
Significant delays are
expected due to upcoming
transition to MSD.
File Reference
Title
2
IN-CONFIDENCE
Scope
Amber
The full detailed scope of the
project is still being defined.
Schedule
Red
The schedule is likely to be
delayed due to the transition
to MSD.
Finance
Red
Due to delays caused by
transition, available budget
may not be fully spent within
the fixed term timeframe.
Issues / Risks
Red
Transition process creates
many uncertainties with
respect to timelines,
procurement and budget.
Benefits
Amber
High Level Benefits are
defined. A benefits
management plan is not in
place.
Governance
Red
Sponsor in place, although
this may need to change
following the transition to
MSD.
Report prepared by: Sara Kidd, Programme Manager
Date: 16 August 2024
File Reference
Title
3
IN-CONFIDENCE
Project: Te Ao Māori Alternatives
25 Description:
Commentary: Project paused. A problem statement workshop is being scheduled for 5 September to support transition
activities.
Indicators
Dimension
This period
Last period
Comments
Overall Status
Red
Project paused.
Scope
N/A
Schedule
Red
Project paused.
Finance
Red
Project budget for this
financial year has been re-
allocated
Issues / Risks
Red
Transition process creates
many issues and risks.
Benefits
Red
Benefits are not defined.
Governance
Red
Sponsor in place, although
this may need to change
following the transition to
MSD.
File Reference
Title
4
IN-CONFIDENCE
Report prepared by: Sara Kidd, Programme Manager
Date: 16 August 2024
Project: Practice Development – Community Delivery
26 Description:
27
Commentary: Project paused. A problem statement workshops is being scheduled for mid September to support transition
activities.
Indicators
Dimension
This period
Last period
Comments
Overall Status
Red
Project paused.
Scope
N/A
Schedule
Red
Project paused.
Finance
Red
Project budget for this financial year has been re-allocated
Issues / Risks
Red
Transition process creates many issues and risks.
Benefits
Red
Benefits are not defined.
Governance
Red
Sponsor in place, although this may need to change following the
transition to MSD.
Report prepared by: Sara Kidd, Programme Manager
File Reference
Title
5
IN-CONFIDENCE
Date: 16 August 2024
Project: Separating tenancy from other supports
28 Description:
Commentary: Project paused. A problem statement workshop is being scheduled.
Indicators
Dimension
This period
Last period
Comments
Overall Status
Red
Project paused.
Scope
N/A
Schedule
Red
Project paused.
Finance
Red
Project budget for this
financial year has been re-
allocated
Issues / Risks
Red
Transition process creates
many issues and risks.
Benefits
Red
Benefits are not defined.
Governance
Red
Sponsor is not appointed.
File Reference
Title
6
IN-CONFIDENCE
Report prepared by: Sara Kidd, Programme Manager
Date: 16 August 2024
Project: Delivering Care in the Community (not initiated)
29 Commentary: Project paused / not initiated.
Indicators
Dimension
This period
Last period
Comments
Overall Status
Red
Project paused.
Scope
N/A
Schedule
Red
Project paused.
Finance
Red
Project budget for this financial year has been re-allocated
Issues / Risks
Red
Transition process creates many issues and risks.
Benefits
Red
Benefits are not defined.
Governance
Red
Sponsor is not appointed.
Report prepared by: Sara Kidd, Programme Manager
Date: 16 August 2024
File Reference
Title
7
IN-CONFIDENCE
Author: Sara Kidd, Programme Manager, Transformation Management Office
Responsible manager: Justine O’Reilly, Transformation Director
File Reference
Title
8
IN-CONFIDENCE
Appendix – PMO Project Delivery RAG status definitions
File Reference
Title
9
IN-CONFIDENCE
Update to the Transformation Management Board following the Independent Review of Whaikaha and subsequent Cabinet decisions
Purpose
This document provides an update on the disability support system transformation work programme funded from Budget 2022, and the impact of decisions on the Independent Review of DSS on this work
programme.
Context
The Independent Review of the DSS found that Whaikaha was not established in a way that allowed it to fulfil its delivery, transformation and stewardship functions particularly given its $2.6b allocation
and complexity of work, compounded by a lack of robust and mature data and insights needed to manage demand, budgets and performance.
The review also noted that demand on DSS had increased by 43% since 2019 (mainly due to more people with autism accessing DSS, and increased support for people with intellectual disabilities).
Around 80% of cost growth over this period was driven by price increases in residential care, and from the expansion of flexible funding (starting in the Covid-19 pandemic).
Changes
As a result, Cabinet agreed to:
• transfer Disability Support Services into a branded business unit in MSD
• move the rest of Whaikaha into a stand-alone department with a stewardship role to improve outcomes for the 1 million New Zealanders with a disability
• establish a cross-agency taskforce to implement the Independent Review’s recommendations.
The cross-agency taskforce will focus on three stages of work, with an immediate focus on financial controls, followed by improved criteria for assessment, allocation and flexible funding decisions. The
final stage will focus on improving shared services with Health and MSD, and improved monitoring. Appendix 1 has more details on these stages. Operational guidance has now been provided to NASCs.
All of the Budget 2022 allocation of $15.6m for the 2024/25 financial year to support system transformation has been moved to a new budget line, focused on supporting the sustainability of the Disability
support system. Cabinet paper, 12 August 2024 | Whaikaha - Ministry of Disabled People
Content
This document provides an overview of the paused Transformation Management Board approved projects that are affected by Cabinet’s
decision to reallocate 2024/25 transformation funding to DSS
sustainability.
Out of scope
IN-CONFIDENCE
Investments from Budget 2022 endorsed by the Transformation Management Board, by meeting date
Out of scope
Funding endorsed Feb 2024
2023/24
2024/25
2025/26
2026/27
Total for four years
My Home, My Choice: Intensive Response Team
s9(2)(b)(ii)
$2,824,854
My Home, My Choice: Te Ao Māori alternative options
$588,000
My Home, My Choice: Practice Network to improve outcomes and
$812,500
performance
My Home, My Choice: Separate accommodation from other supports
$2,318,175
to improve costs and safeguarding
Total:
$536,500
$1,963,600
$2,002,012
$2,041,417
$6,543,529
Out of scope
2
IN-CONFIDENCE
Initiatives impacted by Cabinet’s decision to reallocate 2024/25 funding from Budget 2022 to DSS sustainability
Before the August 2024 Cabinet decision, $5.57m from the 2024/25 Budget 2022 allocation had been committed. Funding supported FTE roles to support implementation of initiatives, including
My Home,
My Choice, which aims to reduce avoidable entry into residential care, create alternative options, and improve outcomes for disabled people in residential care and better public value across the residential
care ecosystem. Out of scope
The table below shows the 2024/25 funding that has been reallocated following the Independent Review and subsequent Cabinet decisions [CAB-24-MIN-0301 refers].
Initiatives impacted by Cabinet decisions [CAB-24-MIN-0301 refers]
2024/25
Updates
Out of scope
My Home, My Choice: Intensive Response Team
s9(2)(j)
1 fixed term role (DE) appointed , and 6 fixed-term roles located in NASCs. Roles
approved by ELT and Expression of Interest process was about to start. Now
paused.
My Home, My Choice: Te Ao Māori alternative options
No contract – not progressed
My Home, My Choice: Practice Network to improve outcomes and performance
No contract – not progressed
My Home, My Choice: Separate accommodation from other supports to improve
No contract – not progressed
costs and safeguarding
Out of scope
3
IN-CONFIDENCE
Appendix 1: Stages to implement the Independent Review of Disability Support Services (DSS)
Following the Independent Review of Whaikaha, the Government has decided to:
• Implement the review findings in relation to DSS in three stages (this programme of work replaces phase two of the review), including:
- Transferring DSS and associated functions to the Ministry of Social Development (MSD).
- Establishing the Ministry of Disabled People as a standalone public service department [CAB-24-MIN-0301 refers].
A three-stage work programme will be undertaken by an interagency taskforce of senior officials as follows
• Stage One will focus on:
o Setting budgets for Needs Assessment and Service Coordination organisations (NASCs), Enabling Good Lives (EGL) demonstration sites and Equipment and Modification Services (EMS) providers
(with no price increase for 2024/25).
o Freezing current funding for residential facility-based care for FY 2024/25, until completing an urgent review of the contract and pricing models.
o Shifting DSS functions into MSD as a branded business unit.
o Establishing the Ministry of Disabled People as a standalone department (see below).
• Stage Two will focus on (with Government decisions by the end of the year):
o Eligibility, access to, and use of DSS supports – goals are to improve fairness, prioritise those with the highest need, reduce regional variability:
Updating the assessment and allocation settings for disabled individuals based on level of need.
Establish criteria for access to flexible funding and review the flexible funding guidelines to improve clarity and consistency.
• Stage Three will focus on (with decisions by the end of the year):
o Establishing an effective function to monitor the assessment and allocation performance of NASCs and EGL demonstration sites:
This means increasing visibility of financial and non-financial performance and reviewing service lines to improve simplicity and national consistency.
Stages two and three to be undertaken in consultation with the disability community.
Establishing the Ministry as a stand-alone department
• Strong leadership across Government on disability matters to help improve outcomes for disabled people.
• Roles and functions include:
o System leadership and societal change – provide system-level leadership and stewardship that aligns priorities and focus across government. This includes accessibility, the New Zealand Sign
Language Board; the New Zealand Disability Strategy; and compliance with the UN Convention on the Rights with Persons with Disabilities.
o Strategic policy – provide strategic policy advice on matters affecting disabled people such as education, health, employment, transport and housing.
o System level monitoring – evaluate and monitor progress and outcomes for disabled people against key government goals.
o Disability information and advice – provide an integrated source of government information for disabled people including the coordination of alternate formats.
o Manage government relationship with disabled people – support other government organisations to connect with the diverse needs of disabled people.
The Government’s considerations in making these decisions
• Disabled people deserve certain and consistent DSS, no matter where they live.
• Funding should be prioritised for those with the highest needs, and who would benefit most from early intervention.
• Remain committed to the EGL vision and principles.
• Important to strengthen the long-term sustainability of DSS to provide disabled people and carers with services that are both fair and affordable.
• Need to deliver effective public services and improved fiscal management.
4