ISLE OF WIGHT COUNCIL
JOB DESCRIPTION
IDENTIFYING FACTS
Title of Post:
Personal Budget Officer (Audit)
Scale: Scale 4
Service Area:
Adult Social Care and Community Wellbeing Post No: 50039706
Section:
Financial Management
Date:
January 2014
Responsible to: Senior Officer - Personal Budgets
JOB PURPOSE
To assist and support the department’s Senior Officer - Personal Budgets and Finance and RAS
Manager in the delivery of a proactive, efficient and effective, and high quality personal budget
management service for the Council
KEY TASKS
1. Promote equality as an integral part of a role and treat everyone with fairness and
dignity.
2. To develop and maintain a generic skill set that allows the Isle of Wight Council to
employ your skills, abilities and experience across the Council and its formal
partnerships as needed
3. Provide assistance to the Senior Officer - Personal Budgets in interpreting and applying
the Council’s personal budget and financial management policies, standards and
procedures
4. To work with care managers regarding complex issues arising from the personal budget
audit process. Ensuring that cases of non-compliance are identified and resolved.
5. Visit personal budget clients when required to provide advice and support regarding the
handling of their budgets to ensure that they adhere to the terms of the payment
agreement.
6. Manage a caseload of complex direct payment cases.
7. Accurate and timely data input to relevant databases to include:
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•
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Self Directed Support database, raising any long standing pending cases to the
senior officer and to ensure data quality checks are undertaken and effective follow
up of cases pending for over 3 months
the audit spreadsheet
The IWC Care Billing System
8. Carry out audit functions and processes for all personal budget direct payments by
analysing bank statements and evidence to evaluate the level of risk associated with
service users handling their own budget Identifying any safeguarding issues, misuse
of funds, non payment of contributions and gathering evidence to ascertain the facts
and resolving the matter where possible; referring any high risk and complex cases to
the senior officer and/or fieldworker concerned.
9. Support all aspects of the work of the Personal Budget Team as and when required.
This work includes:
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Processing support plans
•
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Calculating individual payment schedules
Accurately setting up and amending SAP framework orders
10. Assist the Senior Officer - Personal Budgets in ensuring a consistent approach to personal
budget management across all service areas, including use of corporate systems and
applications
11. Liaise with clients, their representatives and external bodies i.e. Solicitors or providers to
provide information and resolve any queries or problems
12. To contribute towards the accurate completion of statutory and other returns, and to
provide adequate working papers and other supporting documentation to ensure accurate
information is available to managers
13. To contribute towards the development of personal budget policies and procedures
14. To provide initial advice on personal budget policies and procedures to care management
and other partners and refer more complex issues to the Senior Officer - Personal Budgets
15. To represent the personal budget service through active participation in team meetings,
project groups and other working groups as appropriate
16. Work shadow the Senior Officer - Personal Budgets and where appropriate other finance
and benefit officers in their roles, including attendance at meetings etc, to promote
business continuity
17. To undertake such other tasks as are consistent with this job description as required by
the Senior Officer - Personal Budgets
GENERIC DATA QUALITY STATEMENT
All employees are required to comply with the Council’s Data Quality Policy and Strategy. You are
responsible for ensuring that any information you collect or input complies with the standards set
out in these documents.
Mangers are responsible for ensuring that data sets provided to others comply with the required
standards. The Data Quality Policy and Strategy is available on the Intranet. Each Directorate has
one or more Data Quality Champions who can explain the requirements to you.
GENERIC JOB DESCRIPTION STATEMENT
This job description is correct at the date given in the box above. In consultation with the
postholder it is liable to variation by management to reflect or anticipate changes to the job. As a
term of employment the postholder may be required to undertake other duties in this post or,
following consultation, any other post in any of the Isle of Wight Council’s Directorates.
This job description is appropriate for all levels of the Accountancy Assistant Career Grade,
specific duties within the key tasks set out above will be dependent on the experience of the
postholder.
Generic quality statement: The Isle of Wight Council expects that its staff will adhere to its
policies and procedures. All members of staff are expected to be familiar with procedures and
undertake appropriate activities to support their learning and development.
Safeguarding - The Isle of Wight Council is committed to safeguarding and promoting the
welfare of children and vulnerable adults and operates stringent safer recruitment practices.
Diversity and Equality - All employees are expected to treat others with dignity and respect.
Health and Safety - The Isle of Wight Council has a duty to protect employees and all
employees have a duty to protect themselves and others from harm as far as is reasonably
practicable.
Data Protection and ICT Security – All employees are required to ensure that any
information or data collected or input in to a council system complies with the standards set
out and any associated processes that are specific to an area of work.