PERMANENT RESIDENT AGREEMENT( The Agreement ) Including the Accommodation Agreement

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1 20 Sep 2017 PERMANENT RESIDENT AGREEMENT DATED ( The Provider ) and ( The Resident ) PERMANENT RESIDENT AGREEMENT( The Agreement ) Including the Accommodation Agreement IMPORTANT NOTICE: Prospective Residents or their Representatives may ask for any assistance from the Provider to understand the information contained in this Agreement. Prospective Residents or their Representatives are also completely at liberty to, and are encouraged to, seek professional assistance to fully understand this Agreement. Advocacy Services, which can be accessed free of charge, are detailed in Schedule 6 of this Agreement. Prepared by: Reviewed by: T: E: juoffice@underwoods.com.au T : E : jobrien@crhlaw.com.au Privacy Statement This organisation respects and upholds individuals rights to privacy protection under the Australian Privacy Principles contained in the Privacy Amendment (Enhancing Privacy Protection) Act More information on our privacy policy is available from our office. Disclaimer James Underwood & Associates and CRH Law accept no responsibility for any loss as a result of any act or omission as a consequence of using this Agreement James Underwood & Associates Pty Ltd For Permanent Residents entering Approved Residential Aged Care Services

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3 CONTENTS Resident Agreement... 5 Recitals... 5 Main Details... 5 Operative Part Residential Care Service Calculation of Resident's Fees Cooling off period Accommodation Payment & Accommodation Contribution Resident's Rights and Responsibilities Leave From Care Facility Default Termination Generally Termination by the Resident Security of Tenure Resident s Rights Upon Being Asked to Leave the Care Facility Notices Costs and Stamp Duty Rules of Residency Privacy Variation Complaint Resolution Resident s Representative Enduring Power of Attorney Sep 2017 Page James Underwood & Associates Pty Lt7

4 20. Legal and Financial Advice and Assistance to Understand Agreement Extra Services Additional Services General Special Conditions Unfunded Places Definitions of Words Used and Interpretation Schedule 1 Specified Care and Services for Residential Care Services Schedule 2 Charter of Rights and Responsibilities Schedule 3 Accommodation Payment & Accommodation Contribution Schedule 3 (b) Department of Health s Client Service Charter Schedule 4 Moves Within the Care Facility Schedule 5 Aged Care Complaints Commissioner Schedule 6 Advocacy Services Attachment One Rules of Residency Attachment Two Extra Services Attachment Three Additional Services Attachment Four Special Conditions Attachment Five Resident Declaration Sep 2017 Page James Underwood & Associates Pty Lt7

5 RESIDENT AGREEMENT THIS AGREEMENT is made on the date set out in Item 1 of the Main Details BETWEEN: AND: ("the Provider") ("the Resident") RECITALS A. The Provider operates the Care Facility. B. The Resident wishes to be provided with Residential Care and Accommodation at the Care Facility. C. The Provider agrees to provide the Resident with Care and Accommodation as set out in this Agreement which incorporates the Pre-Admission Agreement with the Resident in its entirety. NOTE: See Dictionary and Interpretation in clause 26 for definitions of terms used in this Agreement. MAIN DETAILS FUNDING The Place being offered to the Resident is a Funded Place an Unfunded Place If the offered Place is an Unfunded Place, Please see clause 25 of this Agreement for important information about these places. ITEM 1. DATE OF AGREEMENT: The day of PROVIDER: Name Address Telephone Fax 3. RESIDENT: Name Address Telephone D.O.B Sep 2017 Page James Underwood & Associates Pty Lt7

6 4. RESIDENT S REPRESENTATIVE: Name Address Telephone 5. RESIDENT S ENDURING POWER OF ATTORNEY / AUTHORISED GUARDIAN: Name Address Telephone 6. CARE FACILITY: Name Address Telephone Approval No. Fax 7. DATE OF START OF PRE-ENTRY LEAVE: Note: Basic Daily Fees commence from the start of any Pre-entry Leave period. The start of Pre-entry Leave, if any, is shown in this Item. Accommodation Payments and any Means-tested Care Fee (MTCF) commence from the Date of Entry. 8. DATE OF ENTRY: Note: This is the date on which a new Resident physically enters the Care Facility and may be up to seven days after the start of Pre-entry Leave. 9. INITIAL DAILY RESIDENT FEES (Note: DAP, DAC & Totals are read-only and auto-calculate from Items They cannot be overridden) Basic Daily Fee (BDF) $ Plus Means Tested Care Fee (MTCF) or Interim MTCF Compensation Payment Adjustment Daily Accommodation Payment (DAP) at Entry Daily Accommodation Contribution (DAC) at Entry or Interim Unfunded Places Fee or Other Agreed Amount Extra Service Fee Additional Services Fee Total $ Less Hardship Supplement Any Permanent Rebate or Fee Reduction Total Initial Daily Resident Fees $ Notes: a) The Resident shall complete an Authority for a Direct Debit facility for payment of all fees and charges to the Provider. b) These are initial fees only. All fees & charges may be subject to CPI and/or other increases or changes, as specified in this Agreement. Sep 2017 Page James Underwood & Associates Pty Lt7

7 c) A MTCF or a Daily Contribution (if applicable) will not usually have been calculated as at Date of Entry to the Care Facility. The MTCF or Daily Contribution is normally determined by the Department after a Resident s admission. The MTCF or Daily Contribution is nonetheless effective from Date of Entry as a permanent Resident. An interim amount (up to the maximum amount permissible under the Act) may be charged to the Resident until the final figure is known, at which time the Provider will reconcile the fees charged and detail an adjusting balance, as appropriate. d) Where an Extra Services Fee is specified in Item 9, this identifies that an Extra Services place has been offered and accepted. Please see Clause 21 for details. e) Where an Additional Services Fee is specified in Item 9, this identifies that Additional Services has been agreed to at time of Entry. The Additional Services agreed to cannot be ceased without the written approval of the Provider. 10. INTEREST RATE: % p.a. (Applicable to Daily Payments calculated on any outstanding Accommodation Payment and to any other outstanding fees and charges) ACCOMMODATION PAYMENTS / ACCOMMODATION CONTRIBUTIONS (Tick whichever is applicable and then proceed to the Item or page referred to below) The Resident is required to pay an Accommodation Payment. Please go to Item 11 (Page 7). The Resident has written advice from DHS or DVA which they have provided to the Provider confirming that they are a Low-means Resident who is assessed as being able to pay an Accommodation Contribution. Please go to Item 17 (Page 9). The Resident has written advice from DHS or DVA which they have provided to the Provider confirming that they are a Low-means Resident who is assessed as being able to pay no Accommodation Contribution. Please go to the Signatory Page (Page 11). The Resident expects to be assessed by the DHS or DVA as being low means. An interim DAC, agreed between the Provider and the Resident is shown at Item 9 (Page 6). If the DHS or DVA assesses that the Resident is to be levied an Accommodation Payment, the Resident agrees to pay the $ accommodation payment amount applicable to their room. ITEMS 11 TO 16 ONLY APPLY TO RESIDENTS PAYING AN ACCOMMODATION PAYMENT 11. ACCOMMODATION PAYMENT Applicable Not Applicable The Accommodation Payment for the agreed Room is $ The Resident has elected to pay the Accommodation Payment from the Date of Entry in one Refundable Accommodation Deposit (RAD) wholly by Daily Accommodation Payments (DAPs) by a combination of RAD and DAPs (Choose one of the elections) In accordance with the Resident s election, detailed at Item 11, above, please complete only one of the following Items 12, 13 or 14: 12. RAD ONLY Applicable Not Applicable The total RAD is $ The RAD is due on or before NOTE: The RAD is payable within six months of the Date of Entry A DAP is payable on any unpaid portion of the Accommodation Payment from the Date of Entry but if the RAD is paid in full within days of the Date of Entry, the DAP will be Sep 2017 Page James Underwood & Associates Pty Lt7

8 waived. The DAP also remains payable on any outstanding RAD amount if the RAD is not paid by six months after the Date of Entry (Initial Payment) The Resident has agreed to pay an amount of $ as at Date of Entry or by as an initial payment of the agreed RAD. This reduces the amount of DAP which would otherwise be payable and the Resident may elect to have any DAPs withdrawn from this initial RAD Once the Initial Payment of $ is paid, the DAP will be $ /day. OR 13. DAPs ONLY Applicable Not Applicable The total Accommodation Payment is $ and is to be paid as a DAP The due date for commencement of DAPs is (i.e. The Date of Entry) The DAP is $ /day and is shown in Item 9 of the Main Details. OR 14. COMBINATION OF RAD & DAPs Applicable Not Applicable General The total Accommodation Payment is $ and is to be paid as a combination i.e. - partly by a RAD and partly by DAPs The amount to be paid as a Partial RAD is $ After the agreed Partial RAD is paid, the outstanding Accommodation Payment amount on which the ongoing DAP will be determined is $ Partial RAD The due date for payment of the agreed RAD is (i.e.. Six months after the Date of Entry) A DAP is payable on any unpaid portion of the agreed RAD from Date of Entry whilst that portion of agreed RAD remains outstanding A DAP also remains payable on the outstanding RAD amount if it is not paid by six months after the Date of Entry (Initial Payment) The Resident has agreed to pay an amount of $ as at Date of Entry or by as an initial payment of the agreed partial RAD. This reduces the amount of DAP which would otherwise be payable and the Resident may elect to have any DAPs withdrawn from this initial RAD. Plus Part DAP The due date for commencement of DAPs is. (i.e. The Date of Entry) The DAP is based on the amount of Accommodation Payment that is outstanding at any time, including any unpaid agreed RAD. Sep 2017 Page James Underwood & Associates Pty Lt7

9 Once the agreed Partial RAD of $ is paid, the DAP will be $ /day. 15. DAPs WITHDRAWN FROM THE RAD Applicable Not Applicable At the Resident's request, if the Resident has paid a RAD, any amount of the DAPs can be deducted from that RAD provided a positive Refundable Balance continues to exist. Any such agreement is detailed below: An amount of $ /day of DAPs as at Date is agreed to be withdrawn from the RAD lump sum balance in lieu of being paid directly by the Resident as a regular DAP. 16. RESIDENT FEES WITHDRAWN FROM THE RAD Applicable Not Applicable With the approval of the Provider, if the Resident has paid a RAD, any amount of fees other than DAPs can be deducted from that RAD provided a positive Refundable Balance continues to exist. Any such agreement is detailed below: An amount of $ /day or $ /fortnight or $ /month of Resident Fees other than DAPs is agreed by the Provider to be withdrawn from the RAD lump sum balance effective from the Date of Entry in lieu of being paid by the Resident as part or all of Daily Resident Fees. ITEMS 17 TO 21 ONLY APPLY TO RESIDENTS PAYING AN ACCOMMODATION CONTRIBUTION Note: The total maximum Accommodation Contribution is calculated by the Department and expressed as a DAC. The amount of Accommodation Contribution may not yet have been determined by DHS/DVA and advised to the Resident by Date of Entry. In these cases, an Interim Accommodation Contribution can be specified by the Provider. 17. ACCOMMODATION CONTRIBUTION (FOR LOW-MEANS RESIDENTS ONLY) Applicable Not Applicable The full DAC is $ /day and is shown in Item 9 of the Main Details. The Resident has elected to pay the Accommodation Contribution from the Date of Entry wholly by DACs in one RAC by a combination of RAC and DACs (Choose one of the elections) In accordance with the Resident s election, detailed at clause 17, above, please complete only one of the following Items 18, 19 or 20: 18. DACs ONLY Applicable Not Applicable The due date for commencement of DAC is (i.e. The Date of Entry) The full DAC of $ is applicable, as per Schedule 3 Item 8 and is no more than the amount advised by the Department. OR Sep 2017 Page James Underwood & Associates Pty Lt7

10 19. RAC ONLY Applicable Not Applicable If the Resident elects to pay the Accommodation Contribution in one lump sum, called the RAC, the whole of the RAC must be paid no later than six months from the Date of Entry. The DAC is payable in full, from the Date of Entry until the total RAC is paid On the full DAC of $, the total RAC is $ The due date for payment of the RAC is (i.e. Six months after the Date of Entry) The DAC remains payable if the RAC is not paid by six months after the Date of Entry. OR 20. COMBINATION OF RAC & DACs Applicable Not Applicable If the Resident elects to pay a combination of Partial RAC and Part DACs, then the total Accommodation Contribution is the sum of any paid RAC, expressed as a DAC, plus any outstanding Accommodation Contribution amount expressed as a DAC If the Resident elects to pay the Accommodation Contribution partly by RAC and partly by DACs, the agreed Partial RAC amount must be paid on or before six months from the Date of Entry. In addition, DACs are to be paid from the Date of Entry. The agreed combination as at Date of Entry is detailed in this clause. Partial RAC The amount to be paid as a Partial RAC is $ The due date for payment of the agreed Partial RAC is (ie. Six months after the Date of Entry) The full DAC of $ is payable from Date of Entry whilst the agreed Partial RAC remains outstanding The full DAC remains payable if the RAC is not paid by six months after the Date of Entry. Plus Part DAC The due date for commencement of DAC is (i.e. The Date of Entry) Once the agreed Partial RAC is paid, the DAC will be $ /day The full DAC of $ /day is payable whilst the agreed Partial RAC remains outstanding. 21. DACs WITHDRAWN FROM THE RAC Applicable Not Applicable At the Resident's request, if the Resident has paid a RAC, any amount of the DACs can be deducted from that RAC provided a positive Refundable Balance continues to exist. An amount of $ /day of DACs as at Date of Entry is agreed to be withdrawn from the RAC balance effective from the Date of Entry in lieu of being paid directly by the Resident as a regular DAC. Sep 2017 Page James Underwood & Associates Pty Lt7

11 This Agreement includes the Pre-Admission Agreement, Main Details, the Operative Part and all schedules and attachments. SIGNED by the Provider: (Signature for the Provider) Name of person signing for the Provider (Print) Date WITNESSED by: (Signature of Witness) Name of Witness (Print) Date SIGNED by the Resident: (Signature of the Resident) Name of person signing on behalf of the Resident (Print) Designation: Resident Enduring Power of Attorney (EPOA) Resident s Representative who is not an EPOA Specify capacity of Representative: Date WITNESSED by: (Signature of Witness) Name of Witness (Print) Date Sep 2017 Page James Underwood & Associates Pty Lt7

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13 OPERATIVE PART This Agreement includes the Main Details and all schedules and attachments. The Parties agree that: 1. RESIDENTIAL CARE SERVICE 1.1. The Provider agrees to provide to the Resident, Accommodation and Residential Care and services that the Resident is assessed as requiring as at the date of this Agreement The Provider will continue to provide Accommodation and Residential Care and services to the Resident during the period commencing on and from the Date of Entry, where no Preentry Leave is used, otherwise on and from the start of Pre-entry Leave, for the lifetime of the Resident or such earlier date if this Agreement is terminated in accordance with its terms The Provider will work towards assisting the Resident to remain in the original room they entered upon admission to the facility as a permanent Resident (called "Ageing in Place"). However, the Resident's assessed long-term care needs may necessitate future moves to different rooms in more appropriate areas of the Care facility in order to best meet the needs of the Resident and also the needs of other Residents. The Provider will only undertake any move in accordance with the Security of Tenure conditions detailed in Clause 10 of this Agreement 1.4. The Resident's rights under this Agreement are personal to the Resident and they may not be transferred Nothing in this Agreement shall create any lease or tenancy in the Resident's favour nor shall the relationship of landlord and tenant exist between the Provider and the Resident The Resident will have the right, together with other Residents and authorised persons, to share the use and enjoyment of the communal areas, facilities and amenities of the Care Facility from time to time set aside by the Provider except to the extent that the Provider restricts use of those communal areas, facilities and amenities For the purposes of the Act this Agreement is entered into: (a) (b) (c) as a Resident Agreement; and if an Accommodation Payment is payable, as an Accommodation Agreement; and where the Care Facility has Extra Service Status or where the Accommodation is provided in a distinct part of the Care Facility having Extra Service Status - as an Extra Service Agreement. 2. CALCULATION OF RESIDENT'S FEES 2.1 The provisions of this clause 2, clause 4, clause 6, clause 21 and clause 22 set out the policies and practices that the Provider will follow in setting the Resident Fees. 2.2 The Resident must pay by way of Resident Fees to the Provider the Maximum Daily Amount of Resident Fees worked out in accordance with the Act, as follows: (a) (b) the Basic Daily Fee for the Resident, plus the Compensation Payment Adjustment (if any), plus Sep 2017 Page James Underwood & Associates Pty Lt7

14 (c) the daily Means Tested Care Fee (if any), less (d) the amount of any Hardship Supplement, plus (e) the sum of any other amounts agreed upon between the Resident and the Provider, plus (f) where it has been agreed to provide services to the Resident on an Extra Services or Additional Services basis, the amount of the Extra Service Fee or Additional Services Fee (if any) that is specified in Item 9 in the Main Details. 2.3 Resident Fees are payable fortnightly or monthly (as specified by the Provider) in advance by the Resident and, where monthly, will be calculated by multiplying the number of days in a month by the maximum daily amount of resident fees from time to time provided that the Resident will not be required to pay Resident Fees for any period prior to the Date of Entry other than for a period starting on the later of: (a) (b) the day on which the Resident was notified that there was a vacancy in the Care Facility; or the day that is seven days, or such other period as is mentioned in the Subsidy Principles, before the Date of Entry and ending on the Date of Entry. 2.4 Subject to the provisions of clauses 2.8 and 2.9, the Resident Fees payable by the Resident on the Date of Entry have been worked out on the basis of information available to the Provider and are, subject to recalculation, the daily amount described as Initial Daily Resident Fees as set out in Item 9 of the Main Details. 2.5 Subject to the provisions of clause 2.7, Resident Fees will be payable during the Resident's occupancy (including any periods of leave as assessed under the Act) and will continue to be payable until the Resident has vacated the Care Facility together with all belongings. 2.6 The Basic Daily Fee is determined by the Department and is subject to change. 2.7 If the Resident is absent from the Care Facility for any reason other than continuous hospital leave of 29 days or more to the extent that any of the amounts otherwise payable to the Provider by the Department (including but not limited to the Residential Care Subsidy) ("Department Subsidies") in respect of the Resident ceases, the Resident will pay to the Provider, in addition to the Resident Fees otherwise payable by the Resident to the Provider, an amount equal to the Department Subsidies that would have been payable to the Provider had the Resident not been absent from the Care Facility. 2.8 If the Provider does not have all of the information required to work out the Resident Fees on the Date of Entry, the Resident acknowledges that the Provider may work out the Resident Fees payable by the Resident on the basis of the information which the Provider has received and may charge an amount up to the maximum amount permissible under the Act. 2.9 Where the DHS or DVA has made a determination that Resident Fees should have been more than the amount charged by the Provider to the Resident, the Resident will pay to the Provider the amount of the underpayment within one (1) month of the determination or, if there has been an overpayment of Resident Fees properly payable by the Resident the Provider will reduce the amount payable by the Resident for the month following the determination to the extent of any such overpayment If the amount of Resident Fees paid by the Resident to the Provider is higher than the amount of Resident Fees that was properly payable, the Provider will refund to the Resident the difference between the amount of Resident Fees that was properly payable and the amount of Sep 2017 Page James Underwood & Associates Pty Lt7

15 Resident Fees that was paid in the next monthly account for the Resident after the overpayment was identified If the Provider provides to the Resident services, equipment, aids, or medications, or other goods that are required specifically for the Resident and are not included in the fees in Schedule 1, Attachment Two or Attachment Three (whichever is applicable), the Resident will be responsible for the cost of those items as payments additional to the Resident Fees under clause 2.2 (e) If information provided by the Resident or the Resident's Representative or any person on his or her behalf which is used by the Provider to determine the Resident Fees payable under this Agreement proves inaccurate, the Resident must reimburse the Provider for any loss of income relating to the Provider's reliance upon the inaccuracy and the Resident acknowledges that the Provider may recalculate the Resident Fees utilising the correct information If from time to time there shall occur any changes in the law that require or permit the Resident Fees to be worked out and charged in a manner different from the manner in which the Resident Fees payable by the Resident under this Agreement are calculated, the Provider shall have the right to vary the manner in which the Resident Fees are worked out accordingly so that the Resident will at all times pay to the Provider not less than the Maximum Daily Amount of Resident Fees worked out in accordance with the provisions of the Act and this Agreement If the Resident dies or departs from the Care Facility any Resident Fees paid in advance must be refunded in accordance with the Fees and Payments Principles Clause 6 sets out the calculation of Resident Fees relating to periods while the Resident is temporarily absent from the Care Facility. 3. COOLING OFF PERIOD 3.1 The Resident may at any time within 14 days from the date of signing this Agreement advise the Provider in writing that the Resident wishes to withdraw from this Agreement. 3.2 Where the Provider receives a notice from the Resident or the Resident's Representative under clause 3.1: (a) (b) (c) this Agreement will become void and; the Resident will be liable for the Resident Fees payable for any period when the Resident was in the Care Facility (this will include any Resident Fees and other charges incurred in respect of the Resident's period of occupancy under this Agreement); and the Provider will refund any other amount paid by the Resident under this Agreement. 4. ACCOMMODATION PAYMENT & ACCOMMODATION CONTRIBUTION 4.1 The Resident will pay the Accommodation Payment if: (a) (b) The Resident's Means Tested Amount at the Date of Entry is equal to, or greater than, the maximum Accommodation Supplement amount for that day; or The Resident does not provide sufficient information to allow the Resident's Means Tested Amount to be worked out. Sep 2017 Page James Underwood & Associates Pty Lt7

16 4.2 If the Resident's Means Tested Amount at the Date of Entry is less than the maximum Accommodation Supplement amount for that day, the Resident will be required to pay an Accommodation Contribution, depending on the Resident's Means Tested Amount, as set by the Department. 4.3 Any determination that the Resident has Low-means Resident Status has been calculated in accordance with the provisions of the Act based upon the information the Resident or the Resident s Representative has provided to the Provider in relation to the assets and income of the Resident as at the date of the Agreement (including without limitation the information attached as Attachment Five). If the information so provided is inaccurate or revised by a DHS or DVA means assessment and the Resident is determined to not be eligible for Lowmeans Resident status, (in addition to all and any other rights the Provider may have as a consequence) the Provider will calculate the Accommodation Payment applicable to the agreed Room and the Resident will be subject to paying that Accommodation Payment from Date of Entry. 4.4 In addition to payment of the Resident Fees and the other charges payable under this Agreement, the Resident must pay the Accommodation Payment or Accommodation Contribution (if any) calculated and payable in accordance with the provisions of Schedule Arrangements for a varied Accommodation Payment on moving within the Care Facility are detailed at Schedule 4 to this Agreement 4.6 The Provider is entitled to any income which it earns from the amount(s) paid by the Resident in respect of the RAD or RAC. 5. RESIDENT'S RIGHTS AND RESPONSIBILITIES 5.1 The Provider will not use the Resident's Personal Information without the Resident's written consent other than: (a) for a purpose connected with the Residential Care to be provided to the Resident under this Agreement; (b) for the purpose for which the Personal Information was provided by the Resident or on the Resident's behalf; (c) for a purpose connected with Residential Care to be provided by another Provider but only to the following extent if the Resident has elected to remain covered by their existing arrangements as noted in Item 13.6 of the Pre-Admission Resident Agreement: (i) (ii) whether the Resident has agreed to pay an Accommodation Bond; and if so, the amount agreed and, whether wholly or partly by periodic payments, the lump sum equivalent; and (iii) the period remaining during which retention amounts may be deducted from the Resident Accommodation Bond balance; and (iv) amounts owing that may be deducted from the Accommodation Bond balance; (d) otherwise as may be required by law. 5.2 The Provider must observe and the Resident must observe the Charter of Care Recipients (Residents ) Rights and Responsibilities defined in the Act and as contained in Schedule 2. Sep 2017 Page James Underwood & Associates Pty Lt7

17 5.3 If the Resident has asked a person acting for care recipients to assist the Resident, the Provider must allow that person to have access to the Care Facility at any time. The Provider must allow a person acting for an Authorised Body to have access to the facility during normal business hours or, if the Resident has asked for a person acting for the Authorised Body to assist the Resident, the Provider must allow that person to have access to the Care Facility at any time. 5.4 The Provider may only move the Resident to other Accommodation in the Care Facility in Accordance with Schedule The Resident must not do anything that may result in the Care Facility or any fixtures or fittings in the Care Facility being damaged in any way and is liable to pay the costs of any damage caused to the Care Facility or any fixtures or fittings in the facility regardless of any cognitive impairment (fair wear and tear excepted). On termination, the Resident is liable for the costs of cleaning and, if necessary, reinstating their room to its original state (fair wear and tear excepted). 6. LEAVE FROM CARE FACILITY 6.1 From time to time the Resident may be temporarily absent from the Care Facility. The manner in which Resident Fees will be payable by the Resident whilst the resident is temporarily absent from the Care Facility will be worked out by reference to this clause 6. Whilst the Resident is temporarily absent from the Care Facility the Resident shall be taken to be on leave where the provisions of paragraphs (a), (b) or (c) apply. Where the Resident is on leave in the manner set out in paragraphs (a), (b) or (c) the Resident will nonetheless be taken during such periods to be provided with Residential Care by the Provider at the Care Facility and be required to pay the Resident Fees and other payments due under this Agreement in the manner set out in clause 2 except where otherwise set out in clause 6.3: (a) on each day that the Resident is absent from the Care Facility whilst the Resident is attending a hospital for the purpose of receiving hospital treatment or is receiving transition care (but not for a continuous period of 29 days or more ["extended hospital leave"]); (b) on each day that the Resident is on extended hospital leave; and (c) on each day that the Resident is absent from the Care Facility where: (i) (ii) during the whole of that day, the Resident is absent from the Care Facility; and the Resident does not, during that day, attend a hospital for the purposes of receiving hospital treatment or is receiving transition care; and (iii) the number of days on which the Resident has previously been on leave during the financial year then current is less than For the purposes of working out the days when a Resident is on leave (or extended hospital leave) the day upon which the period commenced is included but not the day upon which the Provider commenced or re-commenced to provide Residential Care to the Resident at the Care Facility. A Resident may be on leave for the purposes of clauses 6.1 (c) prior to Date of Entry for a period starting the later of: (a) the day on which the Resident was notified that there was a vacancy in the Care Facility; and Sep 2017 Page James Underwood & Associates Pty Lt7

18 (b) the day that is seven days, or such other period as is specified in the Residential Care Principles, before the Date of Entry, and ending on the Date of Entry. 6.3 Where the Resident is absent from the Care Facility for a greater period than that set out in clause 6.1 (c) (iii) then in order to reserve the Resident's Accommodation in the Care Facility the Resident shall pay to the Provider for each such day a daily amount worked out as the sum of: (a) the maximum daily amount of resident fee that would have been payable under clause 2.1 if the Resident was on leave in accordance with the provisions of clause 6 (but not on extended hospital leave) on that day; plus (b) the amount that would have been the amount of the Residential Care Subsidy that would have been payable for the Resident in respect of that day, if the Resident had been provided with Residential Care through the Care Facility on that day. 7. DEFAULT 7.1. If any money due and payable by the Resident to the Provider under this Agreement (other than the RAD) is not paid by the date upon which it is due, the Provider will be entitled to interest on such amount at the Interest Rate for the period commencing one month and one day after the day upon which the money became payable and ending on the day upon which the amount is paid, or when the Provider ceases to provide Residential Care to the Resident, whichever is the earlier If any money due and payable by the Resident to the Provider under this Agreement for a RAD is not paid on the Date of Entry, the Provider is entitled to be paid interest on the RAD at the Interest Rate whilst the RAD remains outstanding for a period of up to six months from the Date of Entry If the RAD is not paid by six (6) months after the Date of Entry, the Provider will be entitled to be paid interest on the RAD at the Interest Rate for the period ending on the day on which the amount is paid, or when the Provider ceases to provide residential care to the Resident, whichever is the earlier The Resident must pay all costs, charges and expenses which the Provider reasonably incurs as a result of any breach or default by the Resident under this Agreement The accruing and/or payment of interest on outstanding sums does not prevent the Resident from being liable to being asked to leave the Care Facility in accordance with Clause 10.3 (b) where sums other than RADs are left unpaid for forty-two (42) days or longer, or six (6) months plus forty-two (42) days or longer in the case of RADs amount agreed to be paid within six (6) months of Date of Entry. 8. TERMINATION GENERALLY 8.1. This Agreement may be terminated by mutual consent, confirmed in writing by the Resident or the Resident's Representative and by the Provider This Agreement shall terminate on the death of the Resident. Sep 2017 Page James Underwood & Associates Pty Lt7

19 8.3. The Provider shall be entitled to terminate this Agreement on the expiry of seven days' written notice given by the Provider to the Resident if the Resident having failed to commence continuous occupation in the Care Facility on the Proposed Date of Entry does not commence occupancy within that period of seven days The Resident will not have ceased occupancy of the Care Facility for the purposes of this Agreement until such time as the Resident and all property owned by the Resident is vacated from the Care Facility All obligations of the Resident in relation to Resident Fees, Accommodation Payments and all other charges will survive termination of this Agreement. 9. TERMINATION BY THE RESIDENT 9.1. This Agreement may be terminated by the Resident by giving not less than seven days' notice in writing to the Provider If the Resident fails to give notice as prescribed in Clause 9.1, the Provider has the right to charge to the Resident the Fees that would have otherwise been payable for that period, e.g. if just three days notice is given by the Resident, then Fees will be payable for seven days after notice is given, which will include four days after the Resident has departed. 10. SECURITY OF TENURE The Provider may ask the Resident to leave the Care Facility only if clauses 10.2 or 10.3 apply The Provider may ask the Resident to leave the Care Facility if: (a) The Care Facility is closing; or (b) the Care Facility no longer provides accommodation and care suitable for the Resident, having regard to the Resident's long term needs as assessed by: (i) (ii) an Aged Care Assessment Team or by at least two medical or other health practitioners of whom one must be independent of the Provider and the Care Facility and must be chosen by the Resident or the Resident's Representative and of whom both must be competent to assess the Resident's aged care needs, and the Provider has not agreed to provide the care of the kind that the Resident presently needs The Provider may ask the Resident to leave the Care Facility if the Resident: (a) no longer needs (as assessed by an Aged Care Assessment Team) the care provided through the Care Facility; or (b) the Resident has not paid any agreed fee to the Provider within forty-two (42) days of the day when it is payable for a reason within the Resident's control; or (c) the Resident has intentionally caused: (i) (ii) serious damage to the Care Facility; or serious injury to the staff of the Provider or to another Resident; (d) the Resident is away from the Care Facility for a continuous period of at least seven (7) days for a reason other than a reason permitted by the Act or an emergency. Sep 2017 Page James Underwood & Associates Pty Lt7

20 10.4. The Provider may ask the Resident to leave the Care Facility temporarily if there is an emergency situation. An emergency situation may require that a Resident relocate temporarily to alternative accommodation after evacuation. 11. RESIDENT S RIGHTS UPON BEING ASKED TO LEAVE THE CARE FACILITY If the Provider decides to ask the Resident to leave the Care Facility for any of the reasons set out in clause 10 the Provider must first give to the Resident at least 14 days' written notice before the Resident is to leave, that includes: (a) the decision; (b) the reasons for the decision; (c) when the Resident is required to leave the Care Facility; (d) the Resident's rights in relation to being asked to leave the Care Facility, including Resident s right to access: (i) (ii) the Provider s complaints resolution mechanism; and any other mechanisms available to address complaints; and (iii) people acting for bodies that have been paid advocacy grants The Provider must not take action to make the Resident leave, or imply that the Resident must leave, before suitable alternative accommodation is available that meets the Resident's assessed long-term needs and is affordable by the Resident. The assessment of the Resident's long-term needs must be assessed by an aged care assessment team or by at least two medical or other health practitioners one of whom must be independent of the Provider and the Care Facility and must be chosen by the Resident or the Resident's Representative and both of whom must be competent to assess the Resident's aged care needs If the Resident is required to depart from the Care Facility the Provider will provide to the Resident suggestions concerning alternative accommodation and support The Provider must give to the Resident a notice stating that the Resident is no longer required to leave if: (a) the decision to require the Resident to leave was based on the Resident's behaviour; and (b) the Provider has given the Resident a notice under clause 11.1; and (c) after giving the notice, the Provider has agreed with the Resident that, because of a change in the behaviour, the Resident should not be required to leave the Care Facility. 12. NOTICES Any notice or other written communication required to be given under this Agreement may be given: (a) to the Provider if posted to or left at the address of the Provider as set out in Item 2 of the Main Details or such other address notified in writing by the Provider to the Resident or the Resident's Representative from time to time; (b) to the Resident if: (i) it is posted to or delivered to the Resident's address as set out in Item 3 of the Main Details; or Sep 2017 Page James Underwood & Associates Pty Lt7

21 (ii) given to the Resident at the Care Facility. PERMANENT RESIDENT AGREEMENT (c) to the Resident's Representative if it is posted to or delivered to the address shown in Item 4 of the Main Details or such other address as shall be notified in writing by the Resident's Representative to the Provider from time to time Where a notice is posted it shall be deemed to have been given 48 hours after posting. If delivered by hand it shall be deemed to have been given upon delivery of the notice. 13. COSTS AND STAMP DUTY Both the Provider and the Resident will each pay their own costs of and incidental to this Agreement All stamp duty (if any) on this Agreement will be paid by the Resident. 14. RULES OF RESIDENCY The Provider is entitled to make and amend from time to time Rules of Residency for the smooth running of the Care Facility. The current Rules of Residency are as set out in Attachment One but it is agreed that: to the extent that the Rules of Residency are inconsistent with any other provisions of this Agreement or the Act they are of no force or effect to the extent that the Rules of Residency are consistent with this Agreement and the Act both the Provider and the Resident will abide by them after consultation with the Residents the Provider may vary the Rules of Residency and will bring to the Resident's attention any change in the Rules of Residency from time to time. 15. PRIVACY The Provider will not use the Resident's Personal Information without the Resident's written consent other than as permitted by the Privacy Act 1988 (including the Australian Privacy Principles) and the Act. 16. VARIATION This agreement may be varied: (a) (b) by the Provider, if the variation is necessary to implement the A New Tax System (Goods and Services Tax) Act 1999; or in any other case, by mutual consent, following adequate consultation, of the Resident and the Provider; and That the Agreement must not be varied under sub-subparagraph 16.1 (a) unless the Provider has given reasonable notice in writing about the variation to the Resident; and This agreement shall be deemed to have been varied to accord with any amendment of the Act from time to time, whether as to the calculation of financial entitlements or otherwise as to the rights and obligations of the Resident and the Provider under this Agreement. Sep 2017 Page James Underwood & Associates Pty Lt7

22 16.4. This Agreement must not be varied in a way that is inconsistent with the A New Tax System (Goods and Services Tax) Act 1999, the Aged Care Act 1997 or the Extra Service Principles COMPLAINT RESOLUTION The Provider and the Resident will seek to resolve complaints made by or on behalf of the Resident (whether between the Resident and the Provider or between the Resident and another or other Residents) in the first instance by the process of negotiation If the complaint is not resolved by negotiation (a "dispute") then the parties will seek to resolve the dispute by mediation. The mediator will be chosen by agreement between the parties The Resident may use the advocate of their choice (such as those community based advocacy services in Schedule 6) to speak on their behalf in the first instance or, if in a dispute, to assist in choosing a mediator or to speak on their behalf before the mediator A party to the dispute is not obliged to accept the decision following mediation as final and binding The Resident or the Resident's Representative or anyone else has the right to make a complaint to the Secretary about anything that: (a) may be a breach of the Provider's responsibilities under the Act or the Principles; and (b) the person making the complaint thinks is unfair or makes the Resident dissatisfied with the Care Facility The Secretary may attempt to resolve the complaint or dispute by means of negotiation, mediation or determination in accordance with the Act Complaints may also be referred to an Office of the Aged Care Complaints Commissioner established by the Commonwealth Government. (See Schedule 5). 18. RESIDENT S REPRESENTATIVE The Resident s Representative (if any) warrants to the Provider that he/she enters into this Agreement on behalf of the Resident in consequence of the Resident being unable to enter into this Agreement because of physical or mental incapacity The Resident s Representative further warrants, where an agreement to pay an Accommodation Payment has been entered into, despite an application having been made that the Resident must not be charged a Accommodation Payment because paying the Accommodation Payment would cause the Resident financial hardship, that: (a) to the extent that the Resident has a physical incapacity that the Resident s Representative may sign this Agreement for the Resident; and (b) To the extent that the Resident has a cognitive impairment, the Resident s Representative is authorised and may sign documents for the Resident and that the Resident s Representative is authorised to and may sign this Agreement for the Resident. Sep 2017 Page James Underwood & Associates Pty Lt7

23 19. ENDURING POWER OF ATTORNEY The Resident shall appoint a person to act as his or her attorney pursuant to a duly executed form of Enduring Power of Attorney and shall prior to the Date of Entry hand to the Provider the original or a duly certified copy of the Enduring Power of Attorney. 20. LEGAL AND FINANCIAL ADVICE AND ASSISTANCE TO UNDERSTAND AGREEMENT The Resident acknowledges that: (a) the Resident has sought and obtained wholly independent legal and financial advice as to the meaning and effect of this Agreement and that the Resident or the Resident's Representative understands the meaning and effect of this Agreement; and (b) the Resident has been informed of and been assisted by the Provider to understand the terms of this Agreement, including the Resident's rights and obligations and the care and services to be provided and the Resident Fees, RAD, DAPs, RACs, DACs and other charges and amounts payable under this Agreement by the Resident; and (c) where this is an agreement for the Provider to provide Extra Services to the Resident through the Care Facility, the Resident has entered into this Agreement of his or her own free will and has not been subjected to any duress, misrepresentation, or threat of disadvantage or detriment and there has been no threat to cease providing care to the Resident (if already an occupant of the Care Facility) unless the Resident signs this Agreement. 21. EXTRA SERVICES The Resident acknowledges that, where the Resident is accommodated within that distinct part, or all of, the Care Facility that has an Extra Services Status in accordance with the Act, the Resident will pay in addition to the Resident Fees otherwise payable under this Agreement the Extra Service Fee as set out in Attachment Two. The Extra Services are detailed in Attachment Two The accommodation, services and food specified in the conditions set out in Attachment Two must be provided to an Extra Services care recipient without an additional charge, other than: (a) the approved Extra Service Fee; and (b) items in Schedule 1 that are noted as being at a cost to the resident; and (c) the amount of GST payable, if any, on the supply of a service: (i) (ii) that is not a service specified in Schedule 1 to the Quality of Care Principles; and that is provided to the care recipient on an extra service basis under section 36-1 of the Act; The Extra Service Fee may be varied with the approval of the Secretary on the application of the Provider in accordance with the provisions of the Act. The Act requires at the Date of Entry that the Extra Service Fee be varied not more often than annually and may be increased with the approval of the Secretary as the consequence of an application by the Provider provided that the maximum amount of such increase will be equal to 20% of the Extra Service Fee then payable plus the amount by which the Extra Services Fee then in force would change if it were indexed in accordance with the percentage change in the All Groups Price Index Sep 2017 Page James Underwood & Associates Pty Lt7

24 number (that is the weighted average of 8 capital cities) published by the Australian Statistician for the most recent twelve (12) month period before the making of the application The Extra Service Fee paid by the Resident cannot be increased unless the Resident is notified in writing of the proposed increase at least 30 days before the proposed increase is to take effect If an agreement for the Provider to provide Extra Services to the Resident through the Care Facility is entered into with a Resident who was being provided with Residential Care at the Care Facility immediately before the Care Facility was granted Extra Care Status then the Resident may terminate the agreement: (a) at any time during the 3 months after the Date of Entry; and (b) without penalty of any kind If the Extra Service Status of the Care Facility is revoked or suspended, the Provider must not charge the Resident the Extra Service Fee for any period after the revocation or during the suspension. The Provider would not be required to provide the Extra Services detailed at Attachment Two for any period after the revocation or during the suspension Where the Care Facility has Extra Service Status then this Agreement will be terminated if the Resident ceases to be provided with Residential Care in the Care Facility or if the Extra Service Status for the Facility ceases to have effect The Resident acknowledges and agrees that, if the Accommodation provided to him or her is changed ("new Accommodation") within the Care Facility (if it has Extra Service Status) or the distinct part of the Care Facility having Extra Service Status, with the Resident's consent, the Resident shall be required to pay during the period whilst the Resident is provided with new Accommodation, a revised Extra Service Fee then current for the standard of Accommodation that the Resident is provided with. The Resident acknowledges that, as at the Date of Entry, the Extra Service Fee in respect of the various standards of Accommodation within the Care Facility is as set out in Attachment Two. 22. ADDITIONAL SERVICES Where the Resident is accommodated within a Care Facility that provides Additional Services, the provisions of this clause 22 shall apply: The Provider shall provide the Resident with Additional Services from the Date of Entry The Resident agrees to the Additional Services fee as shown in Item 9 of the Main Details The Provider may waive the Additional Services Fee upon the written request of the Resident on a case by case basis at the discretion of the Provider The Provider will waive the Additional Services Fee in full if the Provider determines that the Resident is too frail to access at least $ /day of services The Additional Services fee is chargeable and applicable for the entire period of tenure of a Resident The Additional Services fee is subject to six-monthly increases at the same percentage rate as the Basic Daily Fee increases. Sep 2017 Page James Underwood & Associates Pty Lt7

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