DEVELOPMENT DYNAMICS OF HEALTH AND SOCIAL INFRASTRUCTURE FOR THE LONG-TERM CARE – THE CASE OF THE POSAVJE REGION David BOGATAJ1,2, Marija BOGATAJ1*, Marta KAVŠEK2 1University of Ljubljana, Faculty of Economy, Kardeljeva pološčad 17, 1000 Ljubljana, Slovenia 2Institute INRISK, Kidričeva 1, 8210 Trebnje, Slovenia Received: Feb 24, 2021 Accepted: Sep 2, 2021 Original scientific article *Corresponding author: Tel. + 386 41 670 572; E-mail: marija.bogataj@ef.uni-lj.si 10.2478/sjph-2021-0036 Zdr Varst. 2021;60(4):269-277 269 DINAMIKA RAZVOJA ZDRAVSTVENE IN SOCIALNE INFRASTRUKTURE ZA DOLGOTRAJNO OSKRBO – PRIMER POSAVSKE REGIJE © National Institute of Public Health, Slovenia. Bogataj D, Bogataj M, Kavšek M. Development dynamics of health and social infrastructure for the long-term care - the case of the Posavje region. Zdr Varst. 2021;60(4):269-277. doi: 10.2478/sjph-2021-0036. ABSTRACT Keywords: ageing, social infrastructure, gerontology, built environment, long-term care, silver villages IZVLEČEK Ključne besede: staranje, socialna infrastruktura, gerontologija, arhitekturno okolje, dolgotrajna oskrba, srebrne vasi Background and purpose: The populations of rural areas across Europe, especially Slovenia, are ageing rapidly and the areas themselves are becoming depopulated. Therefore, this study aims to contribute to our understanding of the population dynamics and provide a method for forecasting housing and other long-term care needs. Method: The surveys questioned those responsible for long-term care, the caretakers in institutional care, and current and potential homecare users in rural areas of Slovenia. We wanted to discover what they considered as crucial in the process of long-term care deinstitutionalization. Our 2020–2050 projections are based on the surveys conducted across 38 municipalities in the Eastern Slovenian region and an in-depth empirical study in Posavje. The results are embedded in the demographic projections and the multistate transition model of the declining functional capacities to forecast the needed housing facilities and human resources. Results: The results are the time series of required capacities. Around 60% of respondents in Slovenian rural areas believe that even a better organization of homecare would not allow them to stay at home until death due to inadequately built housing and the absence of a continuous presence of caregivers. These findings were included in the projections. Therefore, community care in the network of Smart Silver Villages was proposed. Discussion: Investments are needed to renovate the housing stock of older adults and construct sheltered, assisted living housing and specialized households in the community. Moreover, proper education and training of human resources would increase the output. In addition, financial solutions are advised to develop Smart Silver Villages. Motivacija in namen: Podeželska območja po Evropi in v slovenskih regijah se hitro starajo in vse bolj praznijo. Zato je naš cilj prispevati k razumevanju te dinamike in podati metodo za projekcije potreb po nastanitvi in dolgotrajni oskrbi starejših na podeželju ter s tem revitalizacijo slovenskih pokrajin. Metoda: Anketirali smo oskrbovalce in druge osebe v podeželskih občinah, odgovorne za dolgotrajno oskrbo, oskrbovance in potencialne uporabnike dolgotrajne oskrbe in jih povprašali, kaj je v procesu deinstitucionalizacije najpomembnejše. Naši zaključki temeljijo na raziskavah, opravljenih v 38 občinah vzhodnoslovenske regije, in poglobljeni empirični raziskavi v regiji Posavje, kjer smo na temelju demografskih projekcij prebivalstva in aktuarskega modela pojemanja mnogoterih padajočih funkcionalnih zmogljivosti, kakor tudi iz želja prebivalstva, ki izhajajo iz anket, napovedali dinamiko potrebnih prostorskih kapacitet in človeških virov za dolgotrajno oskrbo. Rezultati: Za primer Posavja smo izpeljali časovno vrsto potrebnih zmogljivosti, upoštevajoč tudi, da je kar 60 % anketirancev na slovenskem podeželju prepričanih, da jim tudi boljša organizacija oskrbe na domu ne bi omogočila bivanja doma do smrti zaradi neustrezno zgrajenih stanovanj in nezmožnosti zagotavljanja stalne navzočnosti negovalcev, kar smo upoštevali v projekcijah. Razprava: Potrebne so naložbe v obnovo obstoječega stanovanjskega fonda ali izgradnjo oskrbovanih stanovanj oziroma varovanih stanovanj ali gospodinjskih skupnosti kot samostojnih enot v skupnostni oskrbi, zagotoviti pa je treba tudi več oskrbovalcev, torej povečati obseg izobraževanja in usposabljanja na tem področju. Dane so tudi usmeritve v iskanje ustreznih finančnih virov, predvsem v sklopu evropske iniciative pametnih ekovasi. 1 INTRODUCTION 1.1 Ageing and long-term care The proportion of people aged over 80 years is forecasted to triple in the next 50 years, driving demand for more intensive long-term care (LTC) and housing solutions. This demographic development drives the growth of the health care and LTC expenditures, and puts pressure on LTC delivery. However, we consider demographic changes as new and exciting opportunities for rural residents and rural social entrepreneurship (1-4). The question is: “What would be the optimal construction dynamics of the assisted living facilities and the projection of staff needed for eldercare? What are the useful methods that can help develop optimal decision-making procedures at given constraints?” Due to their purchasing power, older adults in Europe constitute a potentially significant market of the silver economy (5). Knowing ageing dynamics is essential for the health and LTC sector, leisure industry and logistics, the housing market, and insurance industry (5-8). While it is assumed that people’s ageing may positively impact social science and technology, it is necessary to accurately study the economic potential of older people in rural areas. Moreover, educational innovations in LTC still pose a significant challenge (6-9). Globally, four basic types of housing for older adults are available: (a) for independent living, (b) for assisted living, (c) for memory care, and (d) nursing homes (in Slovenia, the homes for older adults— DSO), also nursing hospitals (NH) as accommodation with better medical equipment and appropriately skilled nursing staff. These facilities can be organized (a) in a single building such as that in Slovenian cases of nursing homes (we shall use the acronym DSO for the Slovenian cases); (b) as campus-like continuous care retirement communities (CCRC), or (c) like continuous care of dispersed smaller units of independent and assisted living, with higher spatial standards or in cohabitation in a functional region as proposed in this paper, where the information and communication platform makes overcoming distances cheaper (3). There are three reasons for the third choice: (a) older adults prefer to stay as close as possible to their communities and relatives; (b) they wish to feel safe, and (c) modern digital technologies enable cheaper managing of such dispersed provision of care. Slovenia has developed an “Active Ageing Strategy” (10). The strategy’s fundamental goal is to live (a) active, (b) healthy, (c) independent and safe, and (d) in an intergenerational cohabitation, as stated in (10-14). Based on these documents and the initiative of the smart eco-social villages, as initiated by MEP Bogovič and MEP Szanyi in the European Parliament (15), as well as on the social farming and green care initiatives (16-20), we (a) studied discrepancies between the official documents and the wishes of the older adults explained in more than 500 interviews, from where we collected qualitative 10.2478/sjph-2021-0036 Zdr Varst. 2021;60(4):269-277 270 and quantitative data, (b) calculated the demographic projections in the local action groups (LAGs—Slovenian LAS) as the non-profit-making composition made up of public and private organizations from rural municipalities, having a broad representation from different socio- economic sectors in Eastern Slovenian region (21), and (c) developed a Multistate Transition Model (MTM) for the projections of required housing and human resources as an upgrade of the actuarial model (6). In the paper, implementation was considered in LAG as a non-profit group composed of local communities, like municipalities of a compact territory that manage LEADER projects in European rural areas (21). The composition of Slovenian LAGs is presented in Figure 1. Based on our surveys, the details of which are presented in (3), we realized that more than 60% of older adults in rural areas assume that they do not live in safe and accessible housing units and do not believe that they can receive care in their homes due to construction barriers and loneliness. They assume that they do not live in enough safe and accessible housing units and have no relatives nearby willing even to offer partial help. Additionally, up to 20 hours per week of care is not intensive enough to provide for their needs at home when their care category falls in level 2 or 3 of care (he details of this categorization can be seen in Article 24 of Regulation (22)). However, they would like to receive care close to their social networks. Therefore, we need more smaller units also for institutional care or care in the community. Dispersed development of a larger number of smaller sheltered housing units and greenhouses (cohabitations) in a functional region of a LAS could offer more activities in the less populated areas. This provides greater independence and autonomy to older adults than living in a DSO and ensures higher security than a poorly adapted old family home. Figure 1. Composition of Slovenian municipalities in LAGs we studied. 10.2478/sjph-2021-0036 Zdr Varst. 2021;60(4):269-277 271 In Section 3, we present the projections of housing needs, based on the actuarial methodology of healthy life projections (2, 6), where also the respondents’ wishes from our survey are considered. Additionally, projections of required human resources for LTC are calculated based on the constraints of norms and standards of care in DSO. Section 4 discusses the method that supports the decisions on optimal construction dynamics of some assisted living facilities and projects the staff needed for eldercare, hence complementing an education plan. From the general description of these procedures, we turn our attention to the quantitative methods suggested for Slovenian long-term planning in LTC (22, 23). 2 METHODS 2.1 Multistate transition model We raised a question about the optimal construction dynamics of assisted living facilities and the projection of staff needed for eldercare. Therefore, we need: (a) to consider the projection of the number of older adults who would need an adapted housing because of their declined functional capacities; (b) to study what kind of facilities they would prefer; (c) to find what is the expected intensity or structure of care needed for each cohort. From these basic answers, we can develop the optimal construction dynamics and find other related needs of older adults. Our article is based on the MTM, developed further from (6), and considered in the spatial planning context (3). The impact of moving among different environments and intensity levels of care depends on the built environment, the culture and wishes, the health of the older adults and their functional capabilities, and their financial capacity. The living options are (a) to stay at their conventional home (FH: i=0), (b) to adapt their home/adapted family house (adFH: i=1), (c) independent living housing/sheltered housing (SH: i=2), or (d) housing units with care (HwC); HwC facilities could be made available in totally independent housing units, with all housing rights and outsourcing services, including healthcare OS (i=3), or in the green care, in the context of social farming, and other forms of cohabitation, which we named greenhouses GH (i=4). They could also move to a nursing home. In Slovenia, such a nursing home is a residential facility DSO (I=5). Then, they move to a health facility like a nursing hospital (Slovenian: “negovalne bolnišnice”- NH: i=6). Due to the reversibility, the multiple decrement model, as developed in (6), can be remodelled into the MTM. The last state (i=7) is to be dead. We denote the initial state in the family home as state 0, and the probability of transitions from the environment representing the parent node i to the child node j of a transition graph at various ages by where Mx (i,j) is the number of residents that move from environment i to j, and Sx (i) is the total number of residents who were previously living in i