What individualised budgets are
An individualised budget is a record of:
- the funds available in a person’s Home Care Package
- how you will use the funds to pay for services.
What to include in a budget
You must set out the total funds available in a person’s package. Include, as separate items:
- the Australian Government subsidy (including any supplements the person is eligible for)
- each of the fees, including:
- basic daily fee
- the income-tested care fee
- any additional amounts the person has agreed to pay.
You must also:
- show how you will use the funds to pay for each service listed in the person’s care plan
- include a copy of your pricing schedule.
How to prepare a budget
To prepare an individualised budget, you must:
- work with the person receiving care
- consider their goals and care needs – you can find these in their care plan
- help them to understand the budget
Make sure there are enough funds to cover the cost of the services in their care plan.
If needed, use the Translating and Interpreting Service.
When to provide one
You must provide a copy of the individualised budget to the person receiving care. Do this as soon as possible after they have agreed on the budget.
Reviewing the budget
You must review a person’s individualised budget if:
- they ask you to
- you want to change their services
- the costs of providing their care or services change
Always discuss changes before making them.
These reviews should be part of your ongoing care discussions with the person.
Changing the budget
After you have made any agreed changes, you must give the person a copy of the revised budget.
If the person requested the changes, you must give them a revised copy within 14 days of the request.
For full details, go to 21A – Individualised budget to be given to care recipient in the User Rights Principles 2014.