Assessed eligible needs
The needs of an individual that have been identified during an
assessment process with the council.
The council has a duty to meet these needs by providing support
and/or other services if they fall within the council's eligibility
Assessment of need
The process to clearly identify what social care needs a person
may have. It is completed by an assessor (such as a social worker)
in partnership with the individual, their relatives or
A broker is someone who helps individuals choose and access the
support they need to be independent. They can also help with a
support plan. A professional broker is someone you pay to do
Brokerage is the service offered by a broker. It can be done by
the local council, voluntary organisations, private companies or an
Commissioning is the process of selecting and securing care
services to produce an individually tailored package of support.
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Self-directed support gives service users and carers the control
and choice in selecting and commissioning the support they decide
will meet their needs and aspirations. The aim is to deliver the
best possible support outcomes from the resources available.
Community care assessment
An assessment conducted by a local authority to determine a
person's care needs.
There may be eligibility criteria detailing which levels of need
will be met.
One of four levels of need defined by government guidance Fair
Access to Care Services (FACS). A need is deemed critical when:
- Life is, or will be, threatened; and or
- Significant health problems have developed or will develop;
- There is, or will be, little or no chance or control over vital
aspects of the immediate environment; and/or
- Serious abuse or neglect has occurred or will occur;
- There is, or will be, an inability to carry out vital personal
care or domestic routines; and/or
- Vital involvement in work, education or learning cannot or will
not be sustained; and/or
- Vital social support systems and relationships cannot or will
not be sustained; and/or
- Vital family and other social roles and responsibilities cannot
or will not be undertaken
Payments made to an individual following a community care
assessment in lieu of services.
Disability Living Allowance
A non-means-tested cash benefit for people with a disability who
are unable to be wholly self-sufficient. The allowance contributes
to the extra costs incurred by disabled people.
Eligibility criteria provide the framework used to determine who
is eligible for social care services from their local
Fair Access to Care Services (FACS)
Fair Access to Care Services (FACS) is guidance issued to local
authorities about eligibility criteria for adult social care.
The guidance sets out the legal requirements for every local
authority to follow when deciding who to give support to. The aim
is to achieve fairer and more consistent eligibility and support
decisions across the country.
The FACS guidance sets out four eligibility levels: Critical,
Substantial, Moderate and Low. Eligibility depends upon a person's
needs and circumstances.
Fairer contributions policy
The Fairer contributions policy is guidance for the calculation of
an individual's contribution to their personal budget allocation
for non-residential services.
Individuals who receive direct payments will generally have their
payments reduced by the amount of their assessed contribution.
Where a council provides or arranges services for an individual,
then an invoice will be sent to cover the contribution.
Depending on an individual's financial circumstances, they may be
asked to make a financial contribution towards the cost of their
care and support.
A financial assessment is a means to identify whether they can
make a contribution. This will be completed by social
services, usually in a person's home and at a suitable time.
Independent Living Fund (ILF)
The Independent Living Fund (ILF) is a government funded trust
that provides financial support for disabled people to enable them
to live in the community rather than move into care homes.
There are plans to phase out the funding by spring 2015.
An indicative budget gives a rough idea of the level of funding
that will be allocated to an individual, in their personal budget,
to meet their eligible needs.
It is based on what it would cost to meet their
needs, as determined by the Resource Allocation System (RAS). The
indicative budget allows individuals to create a support plan that
will deliver the outcomes to best meet their identified assessed
The indicative budget is used only as a guide. A final personal
budget amount may be set higher or lower than this amount,
depending on how a support plan shows the person's needs can be
Indirect payments are similar to direct payments, but payments are
made to a nominated individual or into a trust fund instead of
being paid directly to the individual who needs the service. The
nominated people or trustees can then use these payments to arrange
and secure the services an individual has chosen to meet their
An individual budget is a sum of money given to people with which
they can buy the services and equipment they need to meet their
support and care needs.
The person in receipt of the money and the local authority
allocating the money should agree how the money is used.
Individual service fund
An Individual Service Fund is a sum of money managed by a service
provider on behalf of an individual. The money is restricted for
use on providing care and support services for that individual
which meet the criteria set out in their support plan. It can
include services purchased from other providers.
Joint strategic needs assessment (JSNA)
A JSNA is a means by which primary care trusts (PCTs) and local
authorities work together to identify the 'big picture' in terms of
the current and future health, care and well-being needs of their
local community. They are designed to inform and drive future
service planning and the priorities and targets set.
National Indicator 130 (NI 130)
NI 130 is a national performance indicator which measures the
number of people receiving self-directed support. Councils may set
targets on NI130 in their local area agreement.
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Outcomes are the results, changes or benefits a person wants to
achieve through their social care and support. They are the
goals a person wants to reach to meet their needs.
One of the aims of self-directed support is to enable people to
achieve the outcomes they set during the support planning
Person centred planning
Person centred planning is an approach to support which puts the
individual at the centre of planning for their lives. There is an
emphasis on the individual's choice and control and listening to
what is important to them, both now and in the future.
Under self-directed support, person centred planning and support
is central to the assessment and delivery process.
A personal assistant is a person employed to provide someone with
social care and support in a way that is right for them.
A personal assistant may help with tasks such washing, using the
toilet, shopping and cooking. They can be employed directly by the
individual or they can be arranged through an agency.
A personal budget is money that is available to someone who needs
support. The money comes from their local authority social services
and is allocated to the individual to spend on help and support to
meet their assessed eligible needs and agreed outcomes.
Individuals can choose to take their personal budget as a direct
payment, let councils commission the goods and services they choose
or a combination of both.
Personal health budget
A personal health budget is similar to a personal budget but
applicable within health care.
Patients with a personal health budget are able to take control
over the way in which the budget available to them is spent. They
can choose the support services they want in a way that is most
appropriate to them.
Personalisation is a Government led national policy to ensure
everyone who uses support should have the choice and control to
shape their own lives and the services they receive.
The system puts the individual at the centre of the process and
allows them to choose the service providers they use and the manner
in which they receive support. The aim is to make services more
personal and tailored to individuals needs.
Reablement is a short term service, usually up to six weeks, for
people who need support to live in their homes independently.
Reablement involves the use of focused support and therapy to help
people regain daily living skills and become able do things for
themselves again after an illness or accident. It can also include
the provision of equipment and aids to help people live more
Resource Allocation System (RAS)
The Resource Allocation System calculates how much money an
individual is likely to need from adult social care for their
social care and support needs.
The system has clear and rational guidelines to ensure funding is
fair and transparent. It is based on points awarded to answers to a
self-assessment questionnaire (SAQ) that aims to identify an
individual's support needs.
A review refers to the re-assessment of people's needs and
circumstances. Reviews are carried out regularly to ensure that a
person's arranged support continues to meet their assessed needs
and desired outcomes, as set out in their support plan.
Self-directed support promotes the choice and control of an
individual in making decisions about their life and support.
Providing choice and control for people who use social care means
allowing people to take the risks they choose.
Risk enablement is concerned with managing these risks effectively
and finding a balance between the need to protect vulnerable people
and promoting the rights of the individual. Individuals will be
allowed to take informed risks if they understand their
responsibilities and the implications of their choices.
Safeguarding is a process of ensuring that vulnerable people are
protected from being abused, neglected or exploited.
Self-assessment questionnaire (SAQ)
A self-assessment questionnaire (SAQ) is a standardised assessment
carried out by an individual to identify their own needs and
eligibility for support.
The questionnaire is part of the Resource Allocation System and
helps determine, through a points system, how much money an
individual is entitled to.
Self-directed support is an approach to social care which gives
people optimum choice and control over their support arrangements.
In Control first figured out how self-directed support could
It gives people independence and flexibility over who provides
their care and support and how and when it is delivered. The
individual controls the money and how it is spent in a way which
best suits them. There is help available to do this and families
and advocates can also help to make these choices. The main
aim of self-directed support is to promote independence, health and
Seven steps to being in control
'Seven steps to being In Control' is a model of guidance to help
individuals through the different stages involved in successfully
directing their own support. It explains the seven steps to being
in control of your support and offers help and advice at each
stage. The seven steps are:
- Set individual budget
- Plan Support
- Agree Plan
- Control Individual Budget
- Organise Support
- Live Life
One of four levels of need defined by government guidance Fair
Access to Care Services (FACS). A need is deemed substantial
- there is, or will be, only partial choice and control over the
immediate environment; and/or
- abuse or neglect has occurred or will occur; and/or
- there is, or will be, an inability to carry out the majority of
personal care or domestic routines; and/or
- involvement in many aspects of work, education or learning
cannot or will not be sustained; and/or
- the majority of social support systems and relationships cannot
or will not be sustained; and/or
- the majority of family and other social roles and
responsibilities cannot or will not be undertaken.
A support plan is a document highlighting how an individual will
spend their personal budget to best meet their support needs and
get achieve their identified outcomes.
They are created by the individual to get the life they want and
may be written, videoed, or include pictures and sounds. There are
people specialised in planning who can help produce a plan and
family, friends or support workers can also help. The local
authority will need to agree the plan before the individual
receives the support money.
A trust is a group of people who the law says can receive and
administer payments on a person's behalf.
The group has to set itself up as a legal trust, and can be made
up of friends and family, or a private or voluntary