Thinking inside the boxThinking inside the boxHome modification delivery in an insurance setting.

Presented by Andrew Sanderson

Director, Architecture & Access

Based on consultation and reflective practice.

• Our service model consider the perspectives of all team members:

• The person with disability and their family,

• Insurer,

• Occupational therapist,

• Home modification project manager,

CAPS service model

• Home modification project manager,

• Designer,

• Builder.

• Responds to key issues:

• Clarity about roles, responsibilities and relationships,

• Culture of respect, collaboration, accountability and “getting it done”,

• Cost-effectiveness and long term benefits (sustainable),

• Focus on outcomes for people with disability – increased independence and reduced formal support,

• Focus on design solution from the outset – no design variations, construction delays or remediation.

Team members:

• Insurer,

• Person with disability,

• Family,

• Home modification specialist Project Manager,

The Home Modification Team

• Home modification specialist Project Manager,

• Occupational therapist,

• Designer,

• Builder,

• Others.

The Insurer

Governance and administration role:

• Program and service system development.

• Facilitate consistent approach to planning, funding and

support provision to people with disability.support provision to people with disability.

• Oversight of external processes.

• Manage eligibility of person with disability to receive

home modification.

• Approve home modification plans, budget, and payments.

• Maintain current register of service providers.

Client-focused and prescriptive role:

• Prescribe home modification in consultation with person with disability

and the specialist home modification project manager.

• Consult on schematic design of home modification.

Occupational Therapist

• Consult on schematic design of home modification.

• Produce the report and recommendations for

the insurer.

• Sign off on design plan and specifications.

Person with disability

Collaborative, advisory role:

• Communicate with OT and home mods project manager about needs and wants at assessment and planning stage,

• Initially, collaborate on design solution and suggest how things should be done,done,

• Communicate with the specialist home mods project manager during the design and construction stages,

• Make choices between available options,

• Approve home modification schematic design,

• Approve final design plans,

• Enter into a domestic building contract (home owner).

Family & Carers

Advisory and advocacy role:

• Communicate with OT and home mods specialist project manager

about their role in care and support of the person with the disability,

and any needs and wants to support themselves in this role,

• Communicate with project manager during design

and construction,

• Initially, make suggestions on how things should be done,

• Make choices from available options,

• Enter into a domestic building contract and pay builder.

Objective and outcome-focused role:

• Consult and advise OT and person with disability on design options and construction issues,

• Collect facts, consider all people’s perspectives, costs and resources,

• Prepare report and project plan for insurer (with OT),

Construction Project Manager

• Prepare report and project plan for insurer (with OT),

• Develop schematic design,

• Develop design brief & facilitate design documentation,

• Manage tendering, contracting and delivery,

• Engage building certifier and building permits,

• Ensure compliance and building code requirements met,

• Intermediary and communication point of for person with disability.

Providing continuity and drive:

• Multi-disciplinary professional with specialist home mods knowledge and skills,

• Responsive to the needs of people with different experiences of disability,

• Residential construction knowledge:

Construction Project Manager

• Residential construction knowledge: – Identify issues up front,

– Contribute design options,

– Contribute budget saving solutions.

• Fluent in the application of universal design principles, national construction code, laws and standards,

• Experience managing domestic building tenders, contracts and permits,

• Understanding of the insurer’s criteria.

Technical focus:

• Develop design documentation and specifications in accordance with

design brief.

• Must be qualified architect, designer or draftsperson.

The Designer

• Must be qualified architect, designer or draftsperson.

Construction focus:

• Pre-qualified - Qualified and registered building practitioner.

• Respond to tender with quote.

• Enter into domestic building contract with home owner

• All work over 5K requires domestic building

The Builder

• All work over 5K requires domestic buildingcontract (Vic).

• Engage sub-contractors and organise materials.

• Undertake building work to deliver home mod inaccordance with design brief and contract.

• Collect certificates of compliance.

Home mods usually require:

• Building certifier to issue permits and certificate of occupancy.

• Engineer.

• Others as required.

Other parties

• Others as required.

The stages of delivery

Stage 1: Stage 1: Stage 2: Stage 2:

Stage 3: Stage 3: Stage 4: Stage 4: Stage 5: Stage 5:

Stage 1:

Pre-Planning

Stage 1:

Pre-Planning

Stage 2:

Assessment

& Planning

Stage 2:

Assessment

& Planning

Stage 3:

Development

Stage 3:

Development

Stage 4:

Construction

Stage 4:

Construction

Stage 5:

Closure &

Evaluation

Stage 5:

Closure &

Evaluation

• Person with disability lodges application for home modification with insurer as part of care plan goal.

Stage 1: Pre-Planning

• Insurer approves person with disability for home modification

assessment

• Insurer appoints OT and home modification specialist PM. • Insurer appoints OT and home modification specialist PM.

• OT and home mods project manager meet with client and family for assessment

and planning,

• OT and project manager develop the home modification design solution in

consultation with the client,

• Specialist home modification project manager develops schematic design,

Stage 2: Assessment & Planning

• Specialist home modification project manager develops schematic design,

• OT & PM finalise report to insurer recommendations, project plan, high-level costs,

• Insurer assesses and approves funding for home modification.

• Home modification specialist project manager facilitates design documentation

• Person with disability and OT approve final design,

• Home mods project manager prepares and administers tenders,

• Builders respond to tender,

Home mods project manager awards builder to project, and facilitates contract

Stage 3: Development

• Home mods project manager awards builder to project, and facilitates contract

agreement between home owner and builder.

• Builder completes home modification in consultation and under direction of home

modification specialist project manager,

• Home mods project manager signs off on project completion,

• Home mods project manager reports project completion to insurer (and OT)

• Home owner make final payment builder.

Stage 4: Construction

• Home owner make final payment builder.

• Insurer make final payment to service providers

• Insurer activates evaluation process.

Stage 5: Closure & Evaluation

Stage 2: Setting up for success

Stage 1: Pre-Planning

Stage 3: Development

Stage 4: Construction

Stage 5: Closure &

Stage 2: Assessment & Stage 1: Pre-

PlanningStage 3:

DevelopmentStage 4:

ConstructionClosure & Evaluation

Assessment & Planning

The Core Relationship - collaboration

The Core Relationship - collaboration

The Core Relationship: Defining the solution

Defining the solution

Defining the solution

Relationships

The CAPS home mods service model is both a conceptual framework and procedural guide to

home modification delivery in an insurance setting.

Features:

• Culture of respect, collaboration, accountability and timeliness.

• Clearly defined roles and responsibilities for team members.

Summary – CAPS home mods service

• Clearly defined roles and responsibilities for team members.

• Core relationship.

• Standards of practice.

• New role for the specialist home modification project manager.

• Evaluation of functional and qualitative outcomes for person with disability – access,

independence and safety.

CAPS concept promotes understanding and compliance with the process. Each party wears one

cap only. CAPS can also assist creative problem solving.

• Pilot project,

• Independent evaluation measuring qualitative and

quantitative outcomes,

Next steps

quantitative outcomes,

• Continue to refine our model, develop resources,

cost structure and work towards activation of the

model.

Questions