1. Oldham SEND Pathfinder Personal Budgets An Oldham Perspective Wednesday 6 th March 2013 Julie Hawkins: Short Breaks & Transformation Manager

2. Personal Budgets – Culture change – winning hearts and minds In early stages consulted ‘In Control’ & Oldham Adult Services and ‘friendly others’ Commissioned Person Centered Planning training package encompassing train the trainer to build capacity for long term sustainability. Parents and professionals from Local Authority and Health attended. Information events/meetings with professionals and providers including social care, access team, health, schools, early years, further education and voluntary sector. In it together approach with professionals and parents as partners.

3. What is a personal budget? Personal Budget RAS – Resource Allocation System Completed with families –leads to clear indicative budget based on assessed need. Choice of how the budget is spent outlined in a support plan owned by family Traditional services Direct Payment Or a range of options in between

4. Personal Budgets – ‘Social care’ Pilot Prior to being a Pathfinder we had commenced work to develop a pilot focusing on short breaks / social care and maybe health Expression of interest from families reflecting range of needs / age range – numerous meetings with families – 10 volunteer families Each family supported by Project Manager and named worker – social worker / community nurse Regular pilot group meetings with professionals involved and families

5. Personal Budgets – ‘Social care’ Pilot Agreeing what’s in and what’s not in or maybe in with negotiation Unit costing services Paperwork & Process – Resource Allocation System (RAS) Agreed initial ‘pounds for points’ level Training and information events for staff / parents on- going PATH / Support Planning

6. Personal Budgets – ‘Social care’ Pilot Provider meetings work towards market readiness. Tender process created preferred providers list to increase market choice Developing process/systems to support implementation in line with adult services Desk top exercise using adapted ‘In control’ RAS with 50 families across age / need range

7. Personal Budgets – ‘Social care’ Pilot Evaluation Key findings and issues to consider: - Wonderful and positive experience for my family - Path planning raises parent expectations - What’s in e.g. equipment, other family members etc - Ensuring support plans reflect individual needs and are linked to the child’s assessed needs - Message from all workers involved needs to be consistent and positive - Exposes full needs - Age differences – guidance in assessing - ‘Pounds for Points’ levels - Supporting parents when they have their budget – team capacity long term - Timescales for implementation need to improve

8. Personal Budgets-Health pilot Worked alongside LA, shared learning and training. Struggled to recruit and sustain family involvement. - Death of Child - Families felt system too complicated - Families have felt choice restricted due to health's strict guidelines regarding care support. -Limited support planning resources.

9. Personal Budgets – Education Pilot Summer 2012 Personal Budget project group extended to include heads, SENCO’s, ‘central’ SEN staff, educational psychologists etc Workshop consultations with parents Identifying families and schools – mainstream and special for pilot Unit cost calculation Work on RAS to include education Phased approach to implementation in education similar to that of social care April 2013 commence pilot

10. Personal Budgets – Education Pilot Agreed what’s in and what’s out or with negotiation: -In: Transport, TA support -Negotiation: equipment, teacher time, additional support services - Out: Therapies Virtual budget exercise to examine potential implications for settings and families - create framework for pilot families/schools. FE: working on high needs funding form to ensure colleges can clearly demonstrate how they are meeting individual objectives/outcomes for individuals.

11. Personal Budgets-Future implications and considerations Personal Budgets Policy Contingency funds Appeals Process Prepayment cards/accountancy – audits Infra Structure to support personalisation – aligned/pooled budgets Parents as Support brokers Impact of Personal Budgets on current block contracts and in house provision Senior leadership and council corporate support

12. Personal Budgets – Next steps & key Challenges Case study: personal budget across social care, health and education-creating framework to support Integration with single assessment / plan process April 2013 full implementation social care/short breaks personal budget option RAS notional budgets in place for all children open to ACN Social work team – with full costing of current services accessed Further develop the market to include wider choice of preferred providers and brokers

13. Thank You Julie.hawkins@oldham.gov.uk Tel: 0161 770 3126 or 3110