1. Personal budgets Care Act 2014

2. Outline of content  Introduction Introduction  Elements of the personal budget Elements of the personal budget  Calculating the personal budget Calculating the personal budget  Agreeing the final budget Agreeing the final budget  Use of a personal budget Use of a personal budget  Use of a carer’s personal budget Use of a carer’s personal budget  Appeals/disputes Appeals/disputes  Summary Summary 2

3. 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 3

4. Personal budgets 4 Care Act 2014 Personal Health Budgets Personal Budgets Improving Life Chances of Disabled People

5. 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 5

6. Care and support planning 6 Local authority Third party

7. 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 7

8. Other costs that may be presented or excluded 8 Local authority brokerage fee Presented Any additional payment or a “top-up” Presented Costs for intermediate care or reablement must be excluded Excluded

9. Calculating the personal budget 9 Transparency SufficiencyTimeliness

10. Sufficiency of the personal budget and 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 10

11. 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 11

12. Use of a personal budget 12 Maximum possible range of options Local authority managed PB Third party managed PB (ISF) Direct payments Mixed package

13. Use of a carer’s personal budget 13 The carer’s personal budget must enable the continuation of the carer role take into account carer outcomes have regard to carer wellbeing

14. Implications for the personal budget of the person needing care 14 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

15. 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. 15

16. Appeals/disputes  The local authority must make its own arrangements for dealing with complaints in accordance with the 2009 regulations 16

17. 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 17