The Scottish Government

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Footnotes

1. Eligibility criteria are the framework used by local authorities to determine levels of need and priority following an assessment of care needs
2. People on Route 3 contracts contract with the care home through the local authority whereas people on Route 2 contracts contract directly with the care home. Further information on contractual routes is outlined in
   Chapter 4.
3. Royal Commission on Long Term Care (1999) With Respect to Old Age: Long Term Care - Rights and Responsibilities, Cm 4192-1: 1999, The Stationery Office
4. Care Development Group (2001) Fair Care for All: Report of the Care Development Group. Scottish Executive
5. Scottish Executive (2003) Free Personal and Nursing Care - Consolidated Guidance ( CCD5/2003)
6. Bell, D, Bowes, A, Dawson, A, Roberts, E (2006) Establishing the Evidence Base for an Evaluation of the Implementation, Operation and Impact of Free Personal Care in Scotland. Scottish Executive
7. Auditor General for Scotland (2004) Commissioning Community Care Services for Older People
8. Scottish Executive (2004a) Older People and Community Care in Scotland: A Review of Recent Research
9. Bell, A, Bowes, A (2006) Financial Models of Care in Scotland and the UK. Joseph Rowntree Foundation
10. Scottish Parliament (2006) Health Committee Care Inquiry Report
11. Part of a Progressive Scottish Opinion omnibus survey undertaken between 11 ^th July - 19 ^th July 2006
12. 63.5% of respondents (832) were aged 65 or over; 134 of these respondents were also carers of people aged 65 or over; in addition 253 respondents were aged under 65 but cared for someone aged 65 or over.
13. Telephone interview with author, December 2006
14. Scottish Parliament (2006) Health Committee Care Inquiry Report
15. NFO System Three Social Research and MORI Scotland (2001) Public Attitudes to the Provision of Free Personal Care. Scottish Executive
16. Ormston, R, Curtice, J, Fawcett, H (2007) 'Who Should Pay for My Care - When I'm 64?' in Park, A, Curtice, J, Thomson, K and Johnson, M (eds) British Social Attitudes: The 23 ^rd Report - Perspectives on a Changing Society; London, Sage
17. Bell, A, Bowes, A (2006) Financial Models of Care in Scotland and the UK. Joseph Rowntree Foundation
18. Information provided through the local authority information survey carried out for the evaluation.
19. Scottish Executive (2003) Free Personal and Nursing Care - Consolidated Guidance ( CCD5/2003)
20. Scottish Executive (1991 and 1998) Guidance on Assessment and Care Management ( SWSG 11/91 and SWSG 10/98) and Scottish Executive (2001) Guidance on Single Shared Assessment ( CCD 8/2001)
21. Scottish Executive (2004b) National Minimum Information Standards for Older People
22. 21 ^st Century Review Group (2005) Changing Lives: The Report of the 21 ^st Century Social Work Review. Scottish Executive
23. Scottish Executive (2003) Free Personal and Nursing Care - Consolidated Guidance ( CCD5/2003) (section 5; para 1.k)
24. Opinion of Lord Hardie in the case South Lanarkshire Council .v. MacGregor http://www.scotcourts.gov.uk/opinions/P913_00.html
25. Scottish Executive (2004b) National Minimum Information Standards for Older People
26. Scottish Executive (2003) Free Personal and Nursing Care - Consolidated Guidance ( CCD5/2003) (section 2; para 18)
27. This is usually done through eligibility criteria based on the assessment of needs and risk. All but five councils have published eligibility criteria covering home care services and/ or care home placement.
28. The 'six weeks or more' timescale was chosen because six weeks is the deadline for dealing with delayed discharge from hospital.
29. Care Development Group (2001) Fair Care for All: Report of the Care Development Group. Scottish Executive (p.6)
30. Auditor General for Scotland (2004) Commissioning Community Care Services for Older People
31. OPM (2005) The Future of Unpaid Care in Scotland. Scottish Executive (p. 2)
32. Bell, D, Bowes, A, Dawson, A, Roberts, E (2006) Establishing the Evidence Base for an Evaluation of the Implementation, Operation and Impact of Free Personal Care in Scotland. Scottish Executive
33. Scottish Parliament (2006) Health Committee Care Inquiry Report
34. Deferred Payment Agreements enable people moving into care homes to delay the sale of their homes until either they leave the care home or they die. Under such arrangements the local authority meets the care home costs as they arise and is reimbursed from the person's estate following the sale of the property.
35. Scottish Executive (2003) Free Personal and Nursing Care - Consolidated Guidance ( CCD5/2003)
36. Care Development Group (2001) Fair Care for All: Report of the Care Development Group. Scottish Executive (p. 73)
37. Scottish Parliament (2005) Audit Committee Community Care Inquiry Report
38. Bell, D, Bowes, A, Dawson, A, Roberts, E (2006) Establishing the Evidence Base for an Evaluation of the Implementation, Operation and Impact of Free Personal Care in Scotland. Scottish Executive (p. 75)
39. Scottish Executive (2006c) Scottish Executive Statistics Release: Free Personal and Nursing Care Scotland 2002 - 2005
40. Care Development Group (2001) Fair Care for All: Report of the Care Development Group. Scottish Executive (p.16)
41. Bell, A, Bowes, A (2006) Financial Models of Care in Scotland and the UK. Joseph Rowntree Foundation
42. Dumfries and Galloway Council written evidence to the Scottish Parliament Health Committee's Care Inquiry
43. Range and Capacity Review Group (2006) Range and Capacity Review Second Report: The Future Care of Older People in Scotland. Scottish Executive
44. Scottish Executive (2006b) Scottish Executive Statistics Release: Care Homes, Scotland September 2005
45. Range and Capacity Review Group (2006) Range and Capacity Review Second Report: The Future Care of Older People in Scotland. Scottish Executive
46. Accounts Commission (2001) Homing in on Care: A Review of Home Care Services for Older People
47. Bell, A, Bowes, A (2006) Financial Models of Care in Scotland and the UK. Joseph Rowntree Foundation
48. Scottish Executive (2003) Free Personal and Nursing Care - Consolidated Guidance ( CCD5/2003)
49. Following receipt of legal advice, City of Edinburgh Council took the decision in January 2007 to change its guidelines on charging for food preparation and to re-imburse people who had previously been charged for food preparation. Dumfries and Galloway Council also decided in February 2007 to change its policy and to re-imburse people who have previously been charged for a food preparation service.
50. Scottish Executive (2003) Free Personal and Nursing Care - Consolidated Guidance ( CCD5/2003) (para. 18)
51. Scottish Executive (2006a) 21 ^st Century Social Work Review Implementation Plan
52. Range and capacity Review Group (2004) Range and Capacity Review First Report: Projections of Community Care Service Users, Workforce and Costs. Scottish Executive
53. 21 ^st Century Review Group (2005) Changing Lives: The Report of the 21 ^st Century Social Work Review. Scottish Executive
54. Scottish Executive (2006d) Review of Nursing in the Community in Scotland
55. Scottish Parliament (2006) Health Committee Care Inquiry Report (Vol 2, Introduction, paragraph 33)
56. Six councils that had agreed to take part in the case study element of the evaluation were issued with a separate request for information and documentation covering the same areas as the local authority survey.
57. The Scottish Household Survey is a continuous survey based on a sample of the general adult population in private residences in Scotland. The survey started in 1999 and is financed by the Scottish Executive and undertaken by a consortium of Ipsos Mori Scotland and TNS Social. The aim of the survey is to provide representative information about the composition, characteristics and behaviours of Scottish households, both nationally and at local authority levels (every two years). Respondents are given the option to indicate a willingness to take part in future research projects. The sample for the postal survey for this evaluation was drawn from the database of previous respondents who had expressed a willingness to be surveyed for future projects.

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