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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
Please provide the name of the person who the personal budget is for

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.
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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
Does another organisation process your employee's timesheets and tell you what to pay them
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
If you currently don't have any employees but want to be set up ready, please put zero

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

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.
Please highlight all that apply, hold down the control key and click to select.

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
Please highlight all that apply, hold down the control key and click to select.

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.
AFTER CLICKING SUBMIT SCROLL UP TO CHECK THAT  A 'THANK YOU' MESSAGE APPEARS. YOU WILL BE EMAILED A COPY OF YOUR COMPLETED FORM.
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