Community Offer - Workshop
Support Planning and
Personal Budgets
10th November 2014
The Care Act and person-centred
planning
 Care and support planning should put people in
control of their care
 The person must be actively involved and
influential throughout the planning process
 Independent advocates must be instructed
early in the planning process for those who
have substantial difficulty and have no other
means of accessing appropriate support to
facilitate their involvement
Key elements of the plan
Needs and assets
Assessed and eligible
Co produced outcomes
Final plan
must include
How needs will be met/
reduced
Personal budget
Own financial contribution
Direct payments
Service-User Personal budgets
 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
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
Transparency
Timeliness
Sufficiency
Carer’s personal budget
 The assessment of the carer’s desired outcomes must include
their wishes and/or aspirations concerning paid employment,
education, training or recreation if the provision of support can
contribute to the achievement of those outcomes.
 The carer is entitled to have their eligible unmet needs met in the
same way as the service user.
 The manner in which the personal budget will be used to meet
the carer’s needs should be finalised as part of the planning
process.
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
A carer’s need
for support can
be met by
providing care
to the person
they care for
Consider
joint plans
and
budget
The person
would be liable
to pay any
charge, and
must agree to
do so
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
Making It Real – what do carer’s want?
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Clear, consistent, coordinated information that is easy to access
Their voice to be heard
The space to be someone other than a carer and to engage in activities in
their community
Services that talk to each other and are coordinated.
Care workers they can trust and who are appropriately skilled for the
particular needs of the person they support.
Access to a good range of support services.
To know there is help available if things go wrong and that they can
access the support they need to get on with their lives without worrying.
To be sure that the money available for support can be used in ways that
work well for the person they care for and for the whole family.
Good value, safe and high quality support to be available.
Sign-off and assurance of the
plan
Sign off
Should
Occur
when
• Sufficient time has been taken to ensure the plan is
appropriate to meet identified needs
• There is consensus on the factors in the plan
• Addresses how the needs in question will be met
• Includes the final personal budget
• Final agreement is recorded