Asking for the written financial assessment and a disability-related expenditure review

[Your name] [Your address] [Your phone number] [Your email address] [Date] Financial Assessment Team Adult Social Care [Council name] [Council address or email address] Dear Sir or Madam, Financial assessment for [full name], date of birth [date of birth], [address]. Your reference: [reference number] I am writing about the financial assessment dated [date], which says that [name] must pay £[amount] a week towards [his/her] care at home. [I act for [name] under a registered Lasting Power of Attorney for property and financial affairs, and a copy is enclosed. / [Name] has asked me to write on [his/her] behalf.] 1. Written record Under paragraph 8.16 of the Care and Support Statutory Guidance, please send me the full written record of the assessment, showing: - each type of income you have counted, and the amount; - the capital you have counted, and any tariff income; - the income you have disregarded; - the housing costs you have allowed; - the minimum income guarantee you have applied, and any premiums; and - the amount you have allowed for disability-related expenditure. 2. Disability-related expenditure [Name] receives [Attendance Allowance / PIP daily living / DLA care] of £[amount] a week, which you have counted as income. Under Schedule 1, paragraph 4 of the Care and Support (Charging and Assessment of Resources) Regulations 2014, the disability-related expenditure that [name] actually has to pay must be disregarded. Please assess the following weekly costs, for which evidence is enclosed: - [community alarm: £(amount) a week] - [privately arranged care or night care not arranged by the council: £(amount) a week] - [extra laundry and bedding because of incontinence: £(amount) a week] - [heating above the average for a home of this type: £(amount) a week] - [cleaning, gardening or domestic help needed because of disability: £(amount) a week] - [special diet, clothing, footwear, equipment or transport: £(amount) a week] If you normally apply a standard allowance for disability-related expenditure, please assess [name]'s actual costs instead, as they are higher. 3. Reassessment Please reassess the weekly charge in the light of the above and send me the revised calculation. If you do not accept any item, please explain why in writing. Thank you. I would be grateful for a reply within 20 working days. Yours faithfully, [Your signature] [Your name] [Your relationship to the person]