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Adult Social Care Glossary, v 0.41

Personal budget


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Definition or reference in Statutory Guidance
Care and Support Statutory Guidance

Care and Support Statutory Guidance Elements of the personal budget 11.10 The personal budget must always be an amount sufficient to meet the person's care and support needs, and must include the cost to the local authority of meeting the person's needs which the local authority is under a duty to meet, or has exercised its power to do so. This overall cost must then be broken down into the amount the person must pay, following the financial assessment, and the remainder of the budget that the authority will pay. 11.11 The personal budget may also set out other amounts of public money that the person is receiving, such as money provided through a personal health budget. Local authorities should consider requests from individuals to present their personal budget in this way. Integrated health and care, and integration of other aspects of public support are the long-term vision of the government. This will provide the individual with a seamless experience, and can help to remove unnecessary bureaucracy and duplication that may exist where a person's needs are met through money from multiple funding streams. 11.16 The Care and Support (Personal Budget Exclusion of Costs) Regulations 2014 set out that the provision of intermediate care and reablement services, for which the local authority cannot or chooses not to make a charge [footnote 44] must be excluded from the personal budget. This will mean that where either intermediate care or reablement is being provided to meet needs (for example, under section 18, 19 or 20 of the Act) the cost of this must not be included in the personal budget.

Definition or reference in Statutory Guidance
CASSG Annex J (Glossary)

This is a statement that sets out the cost to the local authority of meeting an adult's care needs. It includes the amount that the adult must pay towards that cost themselves (on the basis of their financial assessment), as well as any amount that the local authority must pay.

Data descriptor
ASC Collections Data Dictionary (Beta v1.3)

Describes a mechanism of delivery of personalised care, with the following characteristics: the client (or their representative) has been informed about a clear, upfront allocation of funding, enabling them to plan their support arrangements. There is an agreed support plan making clear what outcomes are to be achieved with the money. The client (or their representative) can use the money in ways and at times of their choosing.

Adult social care charging reform: minimum viable product (MVP) software requirements specification

Everyone whose needs are met by the local authority must receive a personal budget as part of the care and support plan, or support plan. The personal budget is an important tool that gives the person clear information regarding the money that has been allocated to meet the needs identified in the assessment and recorded in the plan. It will also record how much of that cost the adult will be charged by the local authority, and the amount that the local authority pays (that is, the balance). It is only the amount that the person is charged by the local authority, minus DLCs where applicable, that will count towards the cap. Any financial contribution a local authority makes towards meeting a person's care and support needs does not accrue towards the cap.

NE Lincolnshire Council: Social Care Handbook

A money allocation available to someone who needs support; the money comes from the Council's social care funding.

Plain English definition
Think Local Act Personal (TLAP) Jargon Buster

Money that is allocated to you by your local council to pay for care or support to meet your assessed needs. The money comes solely from adult social care. You can take your personal budget as a direct payment, or choose to leave the council to arrange services (sometimes known as a managed budget) - or a combination of the two. An alternative is an individual service fund, which is a personal budget that a care provider manages on your behalf. A personal health budget may also be available: it is a plan for your health care that you develop and control, knowing how much NHS money is available.

Source: System supplier

Single term, multiple meanings - can relate to a RAS assessment, identifying how much can be spent on a client, or it can simply mean a direct payment (sometimes referred to as Personal Budget Cash Payment or Personal Budget).

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