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Personal budgets
Care Act 2014
Outline of content
Introduction Elements of the personal budget Calculating the personal budget Agreeing the final budget Use of a personal budget Use of a carer’s personal budget Appeals/disputes Summary
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Introduction
The Care Act places personal budgets into law for the first time, making them the norm for people with care and support needs.
Personal budgets enable the person to: exercise greater choice take control over how their care and support needs are met
It is vital that people: are clear how their budget was calculated have confidence that the personal budget allocation is correct and
therefore sufficient to meet their care and support needs
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Personal budgets
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Care Act 2014
Personal Health
Budgets
Personal Budgets
Improving Life
Chances of Disabled People
Personal budgets: evaluation of impact
Increase in numbers of people receiving personal budgets, in March 2014, 648,000 people had one
The POET survey (2013) gained data from 22 volunteer councils with responses from 2022 personal budget holders and 1386 carers
70% of personal budget holders reported a positive impact: independent as you want to be getting the support you need and want being supported with dignity
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Care and support planning
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Local authority
Third party
Elements of the personal budget
The personal budget must always be an amount sufficient to meet the person’s care and support needs
The overall cost must be broken down into: the amount the person must pay (following the financial
assessment) the remainder of the budget that the authority will pay
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Other costs that may be presented or excluded
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• Local authority brokerage fee Presented
• Any additional payment or a “top-up”Presented
• Costs for intermediate care or reablement must be excluded Excluded
Calculating the personal budget
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Transparency
SufficiencyTimeliness
Sufficiency of the personal budgetand implications for direct payment
The personal budget must:
always be sufficient
reflect the cost to the local authority of meeting the person’s needs
be open to challenge
Direct payments are not intended to be less than is required to
purchase care and support on the local market
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Agreeing the final budget
The final budget should be agreed at the end of the planning process
Sign off should take place if
the plan is within the indicative budget (or justifiably above it)
the proposed use of the money is: appropriate legal meets the needs identified in assessment
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Use of a personal budget
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Maximum possible range of options
Local authority managed PB
Third party managed PB
(ISF)
Direct payments
Mixed package
Use of a carer’s personal budget
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The carer’s personal budget must
enable the continuation of the carer role
take into account carer outcomes
have regard to carer wellbeing
Implications for the personal budget
of the person needing care
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The person would be liable to pay any charge, and must agree to do
so
Consider joint plans and budget
A carer’s need for support can
be met by providing care to the person they care for
Carers’ personal budgets where the adult being cared for does not have eligible needs
In these situations a carer will receive a support plan specifying: how the carer’s needs are going to be met and including a personal budget
The personal budget must specify the costs to the local authority and the costs to the carer
Replacement care costs have to be met by the person receiving care
.
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Appeals/disputes
The local authority must make its own arrangements for dealing with complaints in accordance with the 2009 regulations
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Summary
The Act places personal budgets into law for the first time, making them the norm for people with care and support needs
Personal budgets are designed to enable people to exercise greater choice and take control over how their care and support needs are met
The personal budget must: always be sufficient to meet the person’s care and support needs include the cost to the local authority and the amount the person
must pay exclude the provision of intermediate care and reablement
The carers personal budget must enable the continuation of the carer role and must have regard to the wellbeing principle of the act
The local authority is under an ongoing duty to keep the person’s plan and personal budget under review
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