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Personal Budgets Minimum Process Framework

  • About the tool
  • Initial contact - First contact
  • Initial contact - Proportional approaches
  • Initial contact - Positive transitions for young people
  • Assessment - Financial assessments
  • Assessment - Creating knowledgeable families
  • Assessment - Financial advice
  • Assessment - Statutory assessment of need
  • Assessment - Resource Allocation
  • Assessment - Hospital discharge
  • Money management - Council payment and invoicing
  • Money management - Direct payments auditing
  • Money management - Council managed budgets and use of brokerage
  • Money management - Individual Service Funds
  • Money management - Paying for in-house services with a direct payment
  • Money management - Restrictions on direct payment usage policies
  • Money management - Respite care provided through vouchers
  • Money management - Juggling different funding streams
  • Care and support - Care and support planning
  • Care and support - Mental Capacity Act - Personal budgets for people who may lack capacity
  • Care and support - Direct payments used to purchase Personal Assistants
  • Care and support - Monitoring and review of care and support plans
  • Review and monitoring - Data collection
  • Review and monitoring - Using panels

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  • Care Act 2014
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  • Good personalised care and support for people from BAME communities – call for examples
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