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THE PUBLIC SECTOR EQUALITY DUTY Joanne Clement - 11kbw

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27. In R (JG and MB) v Lancashire County Council [2011] EWHC 2295 (Admin), the<br />

claimants challenged the decision of full council to approve revenue budget proposals<br />

for three years, including a budget limit for adult social care services. The budget<br />

included two policy proposals – first, a policy to raise the eligibility threshold for<br />

access to adult social care services, and second, a policy to change how it charged<br />

for such services. The budget decision was taken at a meeting in February 2011. The<br />

approval by full council was to be subject to further consideration by the Cabinet<br />

Member. In March 2011 the Cabinet Member for Adult and Community Services<br />

approved policies in the budget including to raise eligibility thresholds for access to<br />

adult social care from “moderate” to “substantial” or “critical” (as assessed under<br />

FACS).<br />

28. The claimants argued that there had been a breach of the PSED because at the time<br />

the initial budget decision was taken, there had been no detailed assessment of the<br />

likely impact of the budget decision on the affected users of the relevant services.<br />

Kenneth Parker J rejected the challenge (relying on the protected characteristic of<br />

disability) in relation to the full council’s budget decision for essentially the following<br />

reasons (see [48]-[51]):<br />

(1) It was clear to those involved in approving the budget that disabled people would<br />

be adversely affected by budget reductions to adult social services. The potential<br />

impact was specifically identified for further investigation, and as part of that<br />

investigation there was put in train a series of consultations.<br />

(2) The approval of the Council’s overall budget did not constitute a final decision<br />

about what the Council’s policies would be or even about what sum of money<br />

would, in fact, be saved under each of the service proposals. It was obvious to<br />

the Council’s Members that the proposal to change the social care threshold<br />

would be implemented only after due regard had been paid to the need to<br />

promote equality of opportunity and to take steps to take account of disabled<br />

person’s disabilities.<br />

(3) The reality was that the decision-maker had taken a preliminary decision in<br />

relation to its budget, fully aware that the implementation of proposed policies<br />

would be likely to have an impact on the affected users, but had not committed<br />

itself to the implementation of specific policies within the budget framework until it<br />

had carried out a full and detailed assessment of the likely impact. There was<br />

nothing wrong, in principle, with such an approach and nothing inconsistent with<br />

the duties under the DDA.<br />

<strong>Joanne</strong> <strong>Clement</strong>, 11KBW<br />

t. 020 7632 8500 e. <strong>Joanne</strong>.<strong>Clement</strong>@<strong>11kbw</strong>.com<br />

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