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Working Together To Safeguard Children 2026 Update.

The Mental Health Act 2025 Reforms.

Walsall Council Procedures, Practice Guidance and Tools for Adult Social Care

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1.The Care Act 2014 Resource

1.0.1The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

3.0.1Safeguarding AdultsOctober 4, 2024

4.Deprivation of Liberty

4.0.1Deprivation of Liberty Safeguards ProcedureApril 7, 2025
4.0.2Recognising and Responding to Deprivations of LibertyApril 7, 2025

5.Universal Procedures (used by all teams)

5.0.1Equality, Diversity and Human RightsApril 7, 2025
5.0.2Recording and Keeping RecordsApril 7, 2025
5.0.3Providing Information about a Person or CarerOctober 3, 2025
5.0.4Financial AssessmentApril 5, 2024
5.0.5Commissioning and Brokerage ProceduresOctober 4, 2023
5.0.6Direct PaymentsOctober 3, 2025
5.0.7Technology Enabled CareOctober 4, 2023
5.0.8Risk AssessmentOctober 3, 2025
5.0.9Lone WorkingOctober 4, 2023
5.0.10Joint WorkNovember 3, 2021
5.0.11Co-productionOctober 3, 2025
5.0.12Social Media (use of)October 4, 2024
5.0.13Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
5.0.14Interpreter and Translation ServicesOctober 3, 2025
5.0.15Death of a Person or CarerApril 7, 2025

6.Specialist Procedures

6.0.1Individual Service FundsOctober 4, 2023
6.0.2Deputyship and Financial AffairsApril 7, 2025
6.0.3Debt Respite Scheme (Breathing Spaces) ProcedureApril 7, 2025
6.0.4Housing and HomelessnessOctober 3, 2025
6.0.5Minor Works and Low Level EquipmentOctober 4, 2023
6.0.6Joint Packages of Health and Social CareApril 7, 2025
6.0.7NHS Continuing Healthcare ProcedureOctober 3, 2025
6.0.8NHS-funded Nursing Care Procedure (FNC)April 5, 2024
6.0.9End of Life Procedures and Practice GuidanceOctober 3, 2025
6.0.10Legal ServicesNovember 22, 2021
6.0.11Ordinary Residence ProcedureApril 5, 2024
6.0.12Continuity of Care ArrangementsOctober 4, 2024
6.0.13Cross Border PlacementsOctober 4, 2024
6.0.14Protecting Moveable PropertyOctober 3, 2025
6.0.15Service Interruptions and Provider FailureApril 5, 2024
6.0.16No Recourse to Public Funds (NRPF)October 3, 2025
6.0.17Prisons and Approved PremisesOctober 3, 2025
6.0.18Acting as an Appropriate AdultOctober 3, 2025
6.0.19Working Effectively with Parents and Children's ServicesOctober 3, 2025

7.Access Team

7.0.1Safeguarding AdultsOctober 4, 2024
7.0.2Recognising and Responding to Deprivations of LibertyApril 7, 2025
7.0.3Risk AssessmentOctober 3, 2025

8.Emergency Duty Team (EDT)

8.0.1Emergency Duty TeamOctober 4, 2023

9.Customer Experience Centre

9.0.1Receiving a Contact or ReferralOctober 3, 2025
9.0.2Deciding the Outcome of a Contact or Referral (Customer Experience Centre)April 7, 2025
9.0.3Actions and Next StepsOctober 3, 2025

10.Intermediate Care Service

10.1Contact and Referral

10.1.1Receiving a Contact or ReferralOctober 3, 2025
10.1.2Deciding the Outcome of a Contact or Referral (Intermediate Care Service)April 7, 2025
10.1.3Actions and Next StepsOctober 3, 2025

10.2Discharge to Assess

10.2.1Discharge to Assess (Home First)October 4, 2024
10.2.2Monitoring Urgent or Interim Support and ServicesOctober 4, 2024

10.3Establishing Needs

10.3.1Introduction, Legal Requirements and ToolsOctober 4, 2024
10.3.2Preparing to Establish NeedsApril 7, 2025
10.3.3The Skilled ConversationApril 7, 2025
10.3.4Agreeing Needs and Making a Formal RecordOctober 4, 2023
10.3.5Understanding and Applying Eligibility CriteriaOctober 3, 2025
10.3.6Communicating the Outcome and Next StepsOctober 4, 2023

10.4Meeting Needs

10.4.1Establishing Ordinary ResidenceApril 7, 2025
10.4.2Requesting a Financial AssessmentApril 5, 2024
10.4.3Setting an Indicative BudgetOctober 4, 2024
10.4.4Care and Support PlanningOctober 3, 2025
10.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
10.4.6Arranging Support and ServicesOctober 4, 2024

10.5Reviewing Support and Services

10.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 4, 2024
10.5.2Preparing to Carry out a Care and Support Plan ReviewApril 7, 2025
10.5.3The Full Review ConversationApril 7, 2025
10.5.4The Light Touch Review ConversationOctober 4, 2024
10.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 4, 2024
10.5.6Actions Following a Care and Support Plan ReviewOctober 4, 2024
10.5.7Reviewing a Direct Payment

11.Locality Teams

11.1Using these Procedures

11.1.1Using these ProceduresOctober 4, 2023

11.2Contact and Referral

11.2.1Receiving a Contact or ReferralOctober 3, 2025
11.2.2Deciding the Outcome of a Contact or Referral (Localities and LD)October 3, 2025
11.2.3Actions and Next StepsOctober 3, 2025

11.3Establishing Needs

11.3.1Introduction, Legal Requirements and Tools (Localities and LD)October 4, 2024
11.3.2Preparing to Establish Needs (Localities and LD)April 7, 2025
11.3.3The Skilled Conversation (Localities and LD)April 7, 2025
11.3.4Agreeing Needs, Making a Formal Record and Next Steps (Localities and LD)October 4, 2024
11.3.5Understanding and Applying Eligibility Criteria (Localities and LD)October 3, 2025
11.3.6Communicating the Outcome and Next Steps (Localities and LD)October 4, 2024
11.3.7Establishing Ordinary Residence (Localities and LD)April 7, 2025
11.3.8Requesting a Financial AssessmentApril 5, 2024

11.4Care and Support Planning

11.4.1Setting an Indicative BudgetOctober 4, 2024
11.4.2Care and Support PlanningOctober 3, 2025
11.4.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
11.4.4Arranging Support and ServicesOctober 4, 2024

11.5Reviewing a Care and Support Plan

11.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 4, 2024
11.5.2Preparing to Carry out a Care and Support Plan ReviewApril 7, 2025
11.5.3The Full Review ConversationApril 7, 2025
11.5.4The Light Touch Review ConversationOctober 4, 2024
11.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 4, 2024
11.5.6Actions Following a Care and Support Plan ReviewOctober 4, 2024
11.5.7Monitoring Urgent or Interim Support and ServicesOctober 4, 2024
11.5.8Reviewing a Direct Payment

11.6Equipment and Adaptations

11.6.1Establishing Likely Eligibility for a Disabled Facilities GrantOctober 4, 2024
11.6.2Applying for a Disabled Facilities GrantApril 5, 2024
11.6.3The Outcome of the Disabled Facilities Grant Application and Next StepsOctober 4, 2024
11.6.4Minor Works and Low Level EquipmentOctober 4, 2023
11.6.5Providing EquipmentOctober 4, 2024
11.6.6Equipment in a Care HomeOctober 4, 2024
11.6.7Providing Direct SupportOctober 4, 2024
11.6.8Monitoring and ReviewOctober 4, 2024

12.Learning Disability Team

12.1Using these Procedures

12.1.1Using these ProceduresOctober 4, 2023

12.2Contact and Referral

12.2.1Receiving a Contact or ReferralOctober 3, 2025
12.2.2Deciding the Outcome of a Contact or Referral (Localities and LD)October 3, 2025
12.2.3Actions and Next StepsOctober 3, 2025

12.3Establishing Needs

12.3.1Introduction, Legal Requirements and Tools (Localities and LD)October 4, 2024
12.3.2Preparing to Establish Needs (Localities and LD)April 7, 2025
12.3.3The Skilled Conversation (Localities and LD)April 7, 2025
12.3.4Agreeing Needs, Making a Formal Record and Next Steps (Localities and LD)October 4, 2024
12.3.5Understanding and Applying Eligibility Criteria (Localities and LD)October 3, 2025
12.3.6Communicating the Outcome and Next Steps (Localities and LD)October 4, 2024
12.3.7Establishing Ordinary Residence (Localities and LD)April 7, 2025
12.3.8Requesting a Financial AssessmentApril 5, 2024

12.4Care and Support Planning

12.4.1Setting an Indicative BudgetOctober 4, 2024
12.4.2Care and Support PlanningOctober 3, 2025
12.4.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
12.4.4Arranging Support and ServicesOctober 4, 2024

12.5Reviewing a Care and Support Plan

12.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 4, 2024
12.5.2Preparing to Carry out a Care and Support Plan ReviewApril 7, 2025
12.5.3The Full Review ConversationApril 7, 2025
12.5.4The Light Touch Review ConversationOctober 4, 2024
12.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 4, 2024
12.5.6Actions Following a Care and Support Plan ReviewOctober 4, 2024
12.5.7Monitoring Urgent or Interim Support and ServicesOctober 4, 2024
12.5.8Reviewing a Direct Payment

12.6Equipment and Adaptations

12.6.1Establishing Likely Eligibility for a Disabled Facilities GrantOctober 4, 2024
12.6.2Applying for a Disabled Facilities GrantApril 5, 2024
12.6.3The Outcome of the Disabled Facilities Grant Application and Next StepsOctober 4, 2024
12.6.4Minor Works and Low Level EquipmentOctober 4, 2023
12.6.5Providing EquipmentOctober 4, 2024
12.6.6Equipment in a Care HomeOctober 4, 2024
12.6.7Providing Direct SupportOctober 4, 2024
12.6.8Monitoring and ReviewOctober 4, 2024

13.Visual Impairment Team

13.1Contact and Referral

13.1.1Receiving a Contact or ReferralOctober 3, 2025
13.1.2Deciding the Outcome of a Contact or Referral (Visual Impairment Team)April 7, 2025
13.1.3Actions and Next StepsOctober 3, 2025

13.2Establishing Needs

13.2.1Introduction, Legal Requirements and ToolsOctober 4, 2024
13.2.2Preparing to Establish NeedsApril 7, 2025
13.2.3The Skilled ConversationApril 7, 2025
13.2.4Agreeing Needs and Making a Formal RecordOctober 4, 2023

13.3Equipment and Rehabilitation

13.3.1Minor Works and Low Level EquipmentOctober 4, 2023
13.3.2Rehabilitation and Mobility ProgrammesOctober 4, 2023

13.4Care and Support Planning

13.4.1Understanding and Applying Eligibility CriteriaOctober 3, 2025
13.4.2Communicating the Outcome and Next StepsOctober 4, 2023
13.4.3Establishing Ordinary ResidenceApril 7, 2025
13.4.4Requesting a Financial AssessmentApril 5, 2024
13.4.5Setting an Indicative BudgetOctober 4, 2024
13.4.6Care and Support PlanningOctober 3, 2025
13.4.7Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
13.4.8Arranging Support and ServicesOctober 4, 2024

13.5Reviewing a Care and Support Plan

13.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 4, 2024
13.5.2Preparing to Carry out a Care and Support Plan ReviewApril 7, 2025
13.5.3The Full Review ConversationApril 7, 2025
13.5.4The Light Touch Review ConversationOctober 4, 2024
13.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 4, 2024
13.5.6Actions Following a Care and Support Plan ReviewOctober 4, 2024
13.5.7Review of a Direct Payment

14.Mental Health Team

14.1Contact and Referral

14.1.1Receiving a Contact or ReferralOctober 3, 2025
14.1.2Deciding the Outcome of a Contact or ReferralApril 7, 2025
14.1.3Actions and Next StepsOctober 3, 2025

14.2Establishing Needs

14.2.1Introduction, Legal Requirements and ToolsOctober 4, 2024
14.2.2Preparing to Establish NeedsApril 7, 2025
14.2.3The Skilled ConversationApril 7, 2025
14.2.4Agreeing Needs and Making a Formal RecordOctober 4, 2023
14.2.5Understanding and Applying Eligibility CriteriaOctober 3, 2025
14.2.6Communicating the Outcome and Next StepsOctober 4, 2023

14.3Meeting Needs

14.3.1Establishing Ordinary ResidenceApril 7, 2025
14.3.2Requesting a Financial AssessmentApril 5, 2024
14.3.3Setting an Indicative BudgetOctober 4, 2024
14.3.4Care and Support PlanningOctober 3, 2025
14.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
14.3.6Arranging Support and ServicesOctober 4, 2024

14.4Reviewing Support and Services

14.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 4, 2024
14.4.2Preparing to Carry out a Care and Support Plan ReviewApril 7, 2025
14.4.3The Full Review ConversationApril 7, 2025
14.4.4The Light Touch Review ConversationOctober 4, 2024
14.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 4, 2024
14.4.6Actions Following a Care and Support Plan ReviewOctober 4, 2024
14.4.7Monitoring Urgent or Interim Support and ServicesOctober 4, 2024
14.4.8Reviewing a Direct Payment

14.5Functions under the Mental Health Act

14.5.1Understanding the Mental Health Act 1983April 7, 2025
14.5.2Social Circumstances ReportOctober 4, 2024
14.5.3Section 117 AftercareOctober 4, 2024
14.5.4Community Mental Health FrameworkOctober 4, 2023

15.AMHP Procedure

15.0.1AMHP ProcedureApril 7, 2025

16.Transition to Adult Care and Support

16.1Deciding Whether to Start Transition

16.1.1Deciding Whether to Start TransitionOctober 4, 2023
16.1.2Deciding Whether to Start Carers TransitionOctober 4, 2023
16.1.3Recording the Decision and Next StepsNovember 3, 2021

16.2Child's Needs Assessment

16.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)October 4, 2024
16.2.2Preparing to Establish Needs (Child's Needs Assessment)October 4, 2024
16.2.3The Skilled Conversation (Child's Needs Assessment)April 7, 2025
16.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)October 4, 2023

16.3Carer's Transition Assessments

16.3.1Introduction, Legal Requirements and Tools (Carer's Transition)October 4, 2024
16.3.2Preparing to Establish the Needs of Parent CarersOctober 4, 2024
16.3.3Preparing to Establish the Needs of Young CarersOctober 4, 2024
16.3.4The Skilled Conversation (Parent Carers)September 27, 2021
16.3.5The Skilled Conversation (Young Carers)April 7, 2025
16.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)October 4, 2024

16.4Transition Planning and Review

16.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
16.4.2The Transition PlanApril 5, 2024
16.4.3Reviewing a Transition PlanOctober 4, 2024
16.4.4Reviewing an Education, Health and Care Plan (from 18 years)February 26, 2026

17.Carers Procedures

17.1Contact and Referral

17.1.1Receiving a Contact or ReferralOctober 3, 2025
17.1.2Deciding the Outcome of a Contact or Referral (Carers)April 7, 2025
17.1.3Actions and Next Steps (Carers)October 3, 2025

17.2Establishing Needs

17.2.1Introduction, Legal Requirements and Tools (Carers)October 4, 2024
17.2.2Preparing to Establish Needs (Carers)October 4, 2024
17.2.3The Skilled Conversation (Carers)April 7, 2025
17.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
17.2.5Understanding and Applying Eligibility Criteria (Carers)October 3, 2025
17.2.6Communicating the Outcome and Next Steps (Carers)October 4, 2023

17.3Meeting Needs

17.3.1Establishing Ordinary ResidenceApril 7, 2025
17.3.2Requesting a Financial AssessmentApril 5, 2024
17.3.3Setting an Indicative BudgetOctober 4, 2024
17.3.4Support PlanningOctober 4, 2024
17.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
17.3.6Arranging Support and ServicesOctober 4, 2024

17.4Reviewing Support and Services

17.4.1Legal Requirements of a Support Plan Review and ToolsOctober 4, 2024
17.4.2Preparing to Carry out a Support Plan ReviewOctober 4, 2024
17.4.3The Full Review Conversation (Carers)April 7, 2025
17.4.4The Light Touch Review Conversation (Carers)April 7, 2025
17.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
17.4.6Actions Following a Support Plan ReviewOctober 4, 2024
17.4.7Monitoring Urgent or Interim Support and ServicesOctober 4, 2024
17.4.8Reviewing a Direct Payment

18.In-House Provider Services

18.0.1In-House Provider ServicesApril 5, 2024

Last Updated: February 26, 2026

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