EOTAS PERSONAL BUDGET SUPPORT REQUEST
EOTAS PERSONAL BUDGET SUPPORT SERVICES
Parent and Carer Alliance CIC are now providing services to support parent carers with managing Education Otherwise Than at School (EOTAS) Personal Budget Payroll payments.
An EOTAS personal budget is a fund made available to you so you can buy services to meet assessed needs, rather than having these services delivered to you by your local authority. The payment must be enough for you to buy services that meet the assessed needs and the money must be spent on services that meet those needs.
For example, you may agree to receive a personal budget in order to employ tutors, therapists, etc. You will be required to keep a record of how you spend your personal budget and your local authority will want to see those records.
These services are provided at the following costs:
Initial Set up fee £335
Annual auto enrolment, included in set up fee, £30 per year for subsequent years
Annual support charge, for up to 5 hours of support -included in set up fee, £150 per year for subsequent years
Help with recruitment for up to 10 hours £300
Additional support - 5 hours £150, 10 hours £300, 20 hours £600
DBS check £88 per individual
Right to Work check £17 per individual
Payroll processing- £10 per month for the first employee,
£7 per additional employee
New starters/Leavers and P60 provision - £10
Posting payslips, HMRC payment details letter and Nest Pension submission summary £5 per month, unless you opt out in which case these documents can be emailed to you for free
Holiday calculations £3 per month per employee
Nest Pension submissions £65 per year
Click here
for more details
SUPPORT WITH RECORD KEEPING
Do you struggle to keep on top of your invoices and receipts?
Is maintaining records of your personal budget expenditure one task too many when you are already doing so much?
Then sign up for the Alliance record keeping service, email your bank statement and receive an income and expenditure account for the month / quarter / year, as needed.
Costs are a one-off initial setup fee of £185, optional postage costs of £3 per time, plus per year:
Up to 100 transactions £ 550
Up to 200 transactions £ 925
Up to 300 transactions £1300
First Name
All starred questions must be answered
Surname
All starred questions must be answered
Email
Please provide an email
Mobile number
Please provide a mobile number
Address Line 1
Please provide an address
Address Line 2
Town
All starred questions must be answered
Postcode
All starred questions must be answered
Name of the person receiving the personal budget
Please provide the name of the person who the personal budget is for
All starred questions must be answered
Which local authority is providing this EOTAS personal budget?
Budget Check
Please be aware that, unless all the support staff working with you are self-employed, that the hourly rate paid by the local authority MAY NOT be the same as the rate that you pay your employees. You may also need to cover employer costs from this budget such as tax, holiday pay etc.
Would you like a budget check?
Please select one answer
Yes I would like a budget check
No I am happy with my budget
Are you new to managing a personal budget?
Yes I have not managed a personal budget before
No I have managed a personal budget before
Please help us to understand the needs of your family
New to managing a Personal budget
If you are new to managing a personal budget, and to being an employer, you need
to contact HMRC to register as an employer
. You must register before the first payday. It can take up to 15 working days to get your employer PAYE reference number.
HMRC will send you a letter with your employer reference. You will also need to sign up your employees as new starters
using this form
.
Your new starter forms and the letter from HMRC must be emailed to
eotasadmin@parentandcareralliance.org.uk
If you are currently managing your personal budget - do you have a payroll provider?
Does another organisation process your employee's timesheets and tell you what to pay them
Yes I have a payroll provider
No I currently manage the payroll myself
Not applicable
If you answered yes, who is your current payroll provider?
Please tell us the company name so we know who will be transferring your information to us
Transferring your Payroll
Please send all handover information to
eotasadmin@parentandcareralliance.org.uk
with enough time to allow
at least two weeks to prepare the payroll for the next pay period.
Click here for Payroll dates
If you currently have a payroll provider you need to complete and send them
this letter
.
If your current provider is Penderels email the completed letter to
transferpayroll@penderelstrust.org.uk
If you are managing the payroll yourself, complete and send us
this letter
to
eotasadmin@parentandcareralliance.org.uk
Number of employees
If you currently don't have any employees but want to be set up ready, please put zero
Please tell us how many employees you have
DBS CHECK
If you request DBS checks please
complete this form
providing the name and email address of the individual(s) that you need the checks for. Please inform these individual(s) to expect to receive an email for them to complete the check. Send the completed form to
eotasadmin
Number of DBS checks needed
Right to work checks
All employers in the UK have a responsibility to prevent illegal working. You do this by conducting simple right to work checks before you employ someone, to make sure the individual is not disqualified from carrying out the work in question by reason of their immigration status.
Number of right to work checks needed
If you have any new starters, please give the number
If you have any employees who are leaving, please give the number
The services I require are
Please highlight all that apply, hold down the control key and click to select.
EOTAS Payroll processing
Holiday calculations
Pension submissions
I need to add a new starter
I have an employee who is leaving
No Payroll Postage
EOTAS Record keeping up to 100
EOTAS Record keeping up to 200
EOTAS Record keeping up to 300
Records sent monthly
Records sent quarterly
Records sent yearly
No Records Postage
DBS check
Right to work check
Recruitment help up to 10 hours
5 hours additional support
10 hours additional support
20 hours additional support
Budget check
Please select the services you require
SERVICE AGREEMENT AND REQUIRED DOCUMENTS
Please read through
this service agreement
, print it, tick the services you need on page 4 and fill in the details and signatures, as applicable, on pages 4 and 5, then send to
eotasadmin@parentandcareralliance.org.uk
The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 require us to request that you provide us with appropriate identity (ID) evidence,
click here for what we require
In addition please provide evidence of the EOTAS personal budget, either the personal budget agreement, or a bank statement from the account into which the payments are made
Timesheets
Download, print and use
these timesheets
. Once complete send to
timesheets@parentandcareralliance.org.uk
Please ensure you have informed your employees of the use of their information by sharing
this privacy statement
with them
HOLIDAY CALCULATIONS
If you need holiday calculations done for you, please
print and complete this document
telling us the holiday details so far, then email to
eotasadmin@parentandcareralliance.org.uk
The documents I will send are
Please highlight all that apply, hold down the control key and click to select.
Service agreement
Payroll transfer letter
New starter forms
Holiday accrued at handover
Money laundering check documents
Proof of EOTAS personal budget payment
DBS check request
Please tell us what you have sent
CONSENT TO SHARE
I have read and understood the Parent and Carer Alliance Privacy Policy,
click here
to read the Privacy Policy
By proceeding, I consent to my personal data being collected and used as stated in the Privacy Policy, and in this Notice:
The Parent and Carer Alliance wish to collect and use this personal information for the following reasons:
To enable you to sign up for services
;
To provide you with support and guidance that is tailored to your needs;
To provide relevant future events/training and services by understanding your personal situation and experiences;
To help us to demonstrate need both locally and nationally to help the Parent and Carer Alliance work effectively with other organisations to improve the services provided;
To have your permission to share information with agencies such as the police, as is necessary, to prevent fraud;
To request feedback from you about what you think about any service or support provided to you by the Parent and Carer Alliance; and
To track information about the use of our website including information obtained via cookies to develop the website.
You can withdraw your consent to share your information at any time without detriment by email to
info@parentandcareralliance.org.uk
CONSENT TO SHARE
Yes - I DO consent to share so I can be provided with EOTAS personal budget support
No - I understand that this means you cannot provide me with any services
Please select one option
PRESS SUBMIT
Please click the submit button below to send this form. Once the button is clicked a please wait message should appear, then disappear and
be replaced by a thank you message at the TOP of the form
and
you will receive an email copy of this form.
Please check your emails before re-sending
If this doesn't happen, please scroll up for any error messages, as questions with a red star need to be answered for the form to submit. Any issues
click here
to contact us.
Submit
AFTER CLICKING SUBMIT SCROLL UP TO CHECK THAT A 'THANK YOU' MESSAGE APPEARS. YOU WILL BE EMAILED A COPY OF YOUR COMPLETED FORM.
© 2023 Parent and Carer Alliance