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1.The Care Act 2014 Resource

  1. 1.0.1The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

  1. 2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

  1. 3.0.1Safeguarding AdultsOctober 4, 2024

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards Procedure
    Updated
    April 7, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyApril 7, 2025

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human Rights
    Updated
    April 7, 2025
  2. 5.0.2Recording and Keeping Records
    Updated
    April 7, 2025
  3. 5.0.3Providing Information about a Person or Carer
    Updated
    April 7, 2025
  4. 5.0.4Financial AssessmentApril 5, 2024
  5. 5.0.5Commissioning and Brokerage ProceduresOctober 4, 2023
  6. 5.0.6Direct Payments
    Updated
    April 7, 2025
  7. 5.0.7Technology Enabled CareOctober 4, 2023
  8. 5.0.8Risk AssessmentOctober 4, 2024
  9. 5.0.9Lone WorkingOctober 4, 2023
  10. 5.0.10Joint WorkNovember 3, 2021
  11. 5.0.11Co-production
    Updated
    April 7, 2025
  12. 5.0.12Social Media (use of)October 4, 2024
  13. 5.0.13Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  14. 5.0.14Interpreter and Translation ServicesOctober 4, 2024
  15. 5.0.15Death of a Person or Carer
    Updated
    April 7, 2025

6.Specialist Procedures

  1. 6.0.1Individual Service FundsOctober 4, 2023
  2. 6.0.2Deputyship and Financial Affairs
    Updated
    April 7, 2025
  3. 6.0.3Debt Respite Scheme (Breathing Spaces) Procedure
    Updated
    April 7, 2025
  4. 6.0.4Minor Works and Low Level EquipmentOctober 4, 2023
  5. 6.0.5Joint Packages of Health and Social Care
    Updated
    April 7, 2025
  6. 6.0.6NHS Continuing Healthcare Procedure
    Updated
    April 7, 2025
  7. 6.0.7NHS-funded Nursing Care Procedure (FNC)April 5, 2024
  8. 6.0.8End of Life Procedures and Practice Guidance
    Updated
    April 7, 2025
  9. 6.0.9Legal ServicesNovember 22, 2021
  10. 6.0.10Ordinary Residence ProcedureApril 5, 2024
  11. 6.0.11Continuity of Care ArrangementsOctober 4, 2024
  12. 6.0.12Cross Border PlacementsOctober 4, 2024
  13. 6.0.13Protecting Moveable Property
    Updated
    April 7, 2025
  14. 6.0.14Service Interruptions and Provider FailureApril 5, 2024
  15. 6.0.15No Recourse to Public Funds (NRPF)
    Updated
    April 7, 2025
  16. 6.0.16Prisons and Approved PremisesOctober 4, 2024
  17. 6.0.17Acting as an Appropriate AdultApril 5, 2024

7.Access Team

  1. 7.0.1Safeguarding AdultsOctober 4, 2024
  2. 7.0.2Recognising and Responding to Deprivations of LibertyApril 7, 2025
  3. 7.0.3Risk AssessmentOctober 4, 2024

8.Emergency Duty Team (EDT)

  1. 8.0.1Emergency Duty TeamOctober 4, 2023

9.Customer Experience Centre

  1. 9.0.1Receiving a Contact or ReferralOctober 4, 2024
  2. 9.0.2Deciding the Outcome of a Contact or Referral (Customer Experience Centre)April 7, 2025
  3. 9.0.3Actions and Next Steps (Customer Experience Centre)October 4, 2023

10.Intermediate Care Service

10.1Contact and Referral

  1. 10.1.1Receiving a Contact or ReferralOctober 4, 2024
  2. 10.1.2Deciding the Outcome of a Contact or Referral (Intermediate Care Service)April 7, 2025
  3. 10.1.3Actions and Next Steps (Intermediate Care Service)October 4, 2024

10.2Discharge to Assess

  1. 10.2.1Discharge to Assess (Home First)October 4, 2024
  2. 10.2.2Monitoring Urgent or Interim Support and ServicesOctober 4, 2024

10.3Establishing Needs

  1. 10.3.1Introduction, Legal Requirements and ToolsOctober 4, 2024
  2. 10.3.2Preparing to Establish NeedsApril 7, 2025
  3. 10.3.3The Skilled ConversationApril 7, 2025
  4. 10.3.4Agreeing Needs and Making a Formal RecordOctober 4, 2023
  5. 10.3.5Understanding and Applying Eligibility CriteriaOctober 4, 2024
  6. 10.3.6Communicating the Outcome and Next StepsOctober 4, 2023

10.4Meeting Needs

  1. 10.4.1Establishing Ordinary ResidenceApril 7, 2025
  2. 10.4.2Requesting a Financial AssessmentApril 5, 2024
  3. 10.4.3Setting an Indicative BudgetOctober 4, 2024
  4. 10.4.4Care and Support PlanningApril 7, 2025
  5. 10.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
  6. 10.4.6Arranging Support and ServicesOctober 4, 2024

10.5Reviewing Support and Services

  1. 10.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 4, 2024
  2. 10.5.2Preparing to Carry out a Care and Support Plan ReviewApril 7, 2025
  3. 10.5.3The Full Review ConversationApril 7, 2025
  4. 10.5.4The Light Touch Review ConversationOctober 4, 2024
  5. 10.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 4, 2024
  6. 10.5.6Actions Following a Care and Support Plan ReviewOctober 4, 2024
  7. 10.5.7Reviewing a Direct Payment

11.Locality Teams

11.1Using these Procedures

  1. 11.1.1Using these ProceduresOctober 4, 2023

11.2Contact and Referral

  1. 11.2.1Receiving a Contact or ReferralOctober 4, 2024
  2. 11.2.2Deciding the Outcome of a Contact or Referral (Localities and LD)April 7, 2025
  3. 11.2.3Actions and Next Steps (Localities and LD)April 7, 2025

11.3Establishing Needs

  1. 11.3.1Introduction, Legal Requirements and Tools (Localities and LD)October 4, 2024
  2. 11.3.2Preparing to Establish Needs (Localities and LD)April 7, 2025
  3. 11.3.3The Skilled Conversation (Localities and LD)April 7, 2025
  4. 11.3.4Agreeing Needs, Making a Formal Record and Next Steps (Localities and LD)October 4, 2024
  5. 11.3.5Understanding and Applying Eligibility Criteria (Localities and LD)October 4, 2024
  6. 11.3.6Communicating the Outcome and Next Steps (Localities and LD)October 4, 2024
  7. 11.3.7Establishing Ordinary Residence (Localities and LD)April 7, 2025
  8. 11.3.8Requesting a Financial AssessmentApril 5, 2024

11.4Care and Support Planning

  1. 11.4.1Setting an Indicative BudgetOctober 4, 2024
  2. 11.4.2Care and Support PlanningApril 7, 2025
  3. 11.4.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
  4. 11.4.4Arranging Support and ServicesOctober 4, 2024

11.5Reviewing a Care and Support Plan

  1. 11.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 4, 2024
  2. 11.5.2Preparing to Carry out a Care and Support Plan ReviewApril 7, 2025
  3. 11.5.3The Full Review ConversationApril 7, 2025
  4. 11.5.4The Light Touch Review ConversationOctober 4, 2024
  5. 11.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 4, 2024
  6. 11.5.6Actions Following a Care and Support Plan ReviewOctober 4, 2024
  7. 11.5.7Monitoring Urgent or Interim Support and ServicesOctober 4, 2024
  8. 11.5.8Reviewing a Direct Payment

11.6Equipment and Adaptations

  1. 11.6.1Establishing Likely Eligibility for a Disabled Facilities GrantOctober 4, 2024
  2. 11.6.2Applying for a Disabled Facilities GrantApril 5, 2024
  3. 11.6.3The Outcome of the Disabled Facilities Grant Application and Next StepsOctober 4, 2024
  4. 11.6.4Minor Works and Low Level EquipmentOctober 4, 2023
  5. 11.6.5Providing EquipmentOctober 4, 2024
  6. 11.6.6Equipment in a Care HomeOctober 4, 2024
  7. 11.6.7Providing Direct SupportOctober 4, 2024
  8. 11.6.8Monitoring and ReviewOctober 4, 2024

12.Learning Disability Team

12.1Using these Procedures

  1. 12.1.1Using these ProceduresOctober 4, 2023

12.2Contact and Referral

  1. 12.2.1Receiving a Contact or ReferralOctober 4, 2024
  2. 12.2.2Deciding the Outcome of a Contact or Referral (Localities and LD)April 7, 2025
  3. 12.2.3Actions and Next Steps (Localities and LD)April 7, 2025

12.3Establishing Needs

  1. 12.3.1Introduction, Legal Requirements and Tools (Localities and LD)October 4, 2024
  2. 12.3.2Preparing to Establish Needs (Localities and LD)April 7, 2025
  3. 12.3.3The Skilled Conversation (Localities and LD)April 7, 2025
  4. 12.3.4Agreeing Needs, Making a Formal Record and Next Steps (Localities and LD)October 4, 2024
  5. 12.3.5Understanding and Applying Eligibility Criteria (Localities and LD)October 4, 2024
  6. 12.3.6Communicating the Outcome and Next Steps (Localities and LD)October 4, 2024
  7. 12.3.7Establishing Ordinary Residence (Localities and LD)April 7, 2025
  8. 12.3.8Requesting a Financial AssessmentApril 5, 2024

12.4Care and Support Planning

  1. 12.4.1Setting an Indicative BudgetOctober 4, 2024
  2. 12.4.2Care and Support PlanningApril 7, 2025
  3. 12.4.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
  4. 12.4.4Arranging Support and ServicesOctober 4, 2024

12.5Reviewing a Care and Support Plan

  1. 12.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 4, 2024
  2. 12.5.2Preparing to Carry out a Care and Support Plan ReviewApril 7, 2025
  3. 12.5.3The Full Review ConversationApril 7, 2025
  4. 12.5.4The Light Touch Review ConversationOctober 4, 2024
  5. 12.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 4, 2024
  6. 12.5.6Actions Following a Care and Support Plan ReviewOctober 4, 2024
  7. 12.5.7Monitoring Urgent or Interim Support and ServicesOctober 4, 2024
  8. 12.5.8Reviewing a Direct Payment

12.6Equipment and Adaptations

  1. 12.6.1Establishing Likely Eligibility for a Disabled Facilities GrantOctober 4, 2024
  2. 12.6.2Applying for a Disabled Facilities GrantApril 5, 2024
  3. 12.6.3The Outcome of the Disabled Facilities Grant Application and Next StepsOctober 4, 2024
  4. 12.6.4Minor Works and Low Level EquipmentOctober 4, 2023
  5. 12.6.5Providing EquipmentOctober 4, 2024
  6. 12.6.6Equipment in a Care HomeOctober 4, 2024
  7. 12.6.7Providing Direct SupportOctober 4, 2024
  8. 12.6.8Monitoring and ReviewOctober 4, 2024

13.Visual Impairment Team

13.1Contact and Referral

  1. 13.1.1Receiving a Contact or ReferralOctober 4, 2024
  2. 13.1.2Deciding the Outcome of a Contact or Referral (Visual Impairment Team)April 7, 2025
  3. 13.1.3Actions and Next Steps (Visual Impairment Team)October 4, 2023

13.2Establishing Needs

  1. 13.2.1Introduction, Legal Requirements and ToolsOctober 4, 2024
  2. 13.2.2Preparing to Establish NeedsApril 7, 2025
  3. 13.2.3The Skilled ConversationApril 7, 2025
  4. 13.2.4Agreeing Needs and Making a Formal RecordOctober 4, 2023

13.3Equipment and Rehabilitation

  1. 13.3.1Minor Works and Low Level EquipmentOctober 4, 2023
  2. 13.3.2Rehabilitation and Mobility ProgrammesOctober 4, 2023

13.4Care and Support Planning

  1. 13.4.1Understanding and Applying Eligibility CriteriaOctober 4, 2024
  2. 13.4.2Communicating the Outcome and Next StepsOctober 4, 2023
  3. 13.4.3Establishing Ordinary ResidenceApril 7, 2025
  4. 13.4.4Requesting a Financial AssessmentApril 5, 2024
  5. 13.4.5Setting an Indicative BudgetOctober 4, 2024
  6. 13.4.6Care and Support PlanningApril 7, 2025
  7. 13.4.7Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
  8. 13.4.8Arranging Support and ServicesOctober 4, 2024

13.5Reviewing a Care and Support Plan

  1. 13.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 4, 2024
  2. 13.5.2Preparing to Carry out a Care and Support Plan ReviewApril 7, 2025
  3. 13.5.3The Full Review ConversationApril 7, 2025
  4. 13.5.4The Light Touch Review ConversationOctober 4, 2024
  5. 13.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 4, 2024
  6. 13.5.6Actions Following a Care and Support Plan ReviewOctober 4, 2024
  7. 13.5.7Review of a Direct Payment

14.Mental Health Team

14.1Contact and Referral

  1. 14.1.1Receiving a Contact or ReferralOctober 4, 2024
  2. 14.1.2Deciding the Outcome of a Contact or ReferralApril 7, 2025
  3. 14.1.3Actions and Next StepsApril 7, 2025

14.2Establishing Needs

  1. 14.2.1Introduction, Legal Requirements and ToolsOctober 4, 2024
  2. 14.2.2Preparing to Establish NeedsApril 7, 2025
  3. 14.2.3The Skilled ConversationApril 7, 2025
  4. 14.2.4Agreeing Needs and Making a Formal RecordOctober 4, 2023
  5. 14.2.5Understanding and Applying Eligibility CriteriaOctober 4, 2024
  6. 14.2.6Communicating the Outcome and Next StepsOctober 4, 2023

14.3Meeting Needs

  1. 14.3.1Establishing Ordinary ResidenceApril 7, 2025
  2. 14.3.2Requesting a Financial AssessmentApril 5, 2024
  3. 14.3.3Setting an Indicative BudgetOctober 4, 2024
  4. 14.3.4Care and Support PlanningApril 7, 2025
  5. 14.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
  6. 14.3.6Arranging Support and ServicesOctober 4, 2024

14.4Reviewing Support and Services

  1. 14.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 4, 2024
  2. 14.4.2Preparing to Carry out a Care and Support Plan ReviewApril 7, 2025
  3. 14.4.3The Full Review ConversationApril 7, 2025
  4. 14.4.4The Light Touch Review ConversationOctober 4, 2024
  5. 14.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 4, 2024
  6. 14.4.6Actions Following a Care and Support Plan ReviewOctober 4, 2024
  7. 14.4.7Monitoring Urgent or Interim Support and ServicesOctober 4, 2024
  8. 14.4.8Reviewing a Direct Payment

14.5Functions under the Mental Health Act

  1. 14.5.1Understanding the Mental Health Act 1983
    Updated
    April 7, 2025
  2. 14.5.2Social Circumstances ReportOctober 4, 2024
  3. 14.5.3Section 117 AftercareOctober 4, 2024
  4. 14.5.4Community Mental Health FrameworkOctober 4, 2023

15.AMHP Procedure

  1. 15.0.1AMHP Procedure
    Updated
    April 7, 2025

16.Transition to Adult Care and Support

16.1Deciding Whether to Start Transition

  1. 16.1.1Deciding Whether to Start TransitionOctober 4, 2023
  2. 16.1.2Deciding Whether to Start Carers TransitionOctober 4, 2023
  3. 16.1.3Recording the Decision and Next StepsNovember 3, 2021

16.2Child's Needs Assessment

  1. 16.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)October 4, 2024
  2. 16.2.2Preparing to Establish Needs (Child's Needs Assessment)October 4, 2024
  3. 16.2.3The Skilled Conversation (Child's Needs Assessment)April 7, 2025
  4. 16.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)October 4, 2023

16.3Carer's Transition Assessments

  1. 16.3.1Introduction, Legal Requirements and Tools (Carer's Transition)October 4, 2024
  2. 16.3.2Preparing to Establish the Needs of Parent CarersOctober 4, 2024
  3. 16.3.3Preparing to Establish the Needs of Young CarersOctober 4, 2024
  4. 16.3.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 16.3.5The Skilled Conversation (Young Carers)April 7, 2025
  6. 16.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)October 4, 2024

16.4Transition Planning and Review

  1. 16.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 16.4.2The Transition PlanApril 5, 2024
  3. 16.4.3Reviewing a Transition PlanOctober 4, 2024
  4. 16.4.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

17.Carers Procedures

17.1Contact and Referral

  1. 17.1.1Receiving a Contact or ReferralOctober 4, 2024
  2. 17.1.2Deciding the Outcome of a Contact or Referral (Carers)April 7, 2025
  3. 17.1.3Actions and Next Steps (Carers)April 7, 2025

17.2Establishing Needs

  1. 17.2.1Introduction, Legal Requirements and Tools (Carers)October 4, 2024
  2. 17.2.2Preparing to Establish Needs (Carers)October 4, 2024
  3. 17.2.3The Skilled Conversation (Carers)
    Updated
    April 7, 2025
  4. 17.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 17.2.5Understanding and Applying Eligibility Criteria (Carers)October 4, 2024
  6. 17.2.6Communicating the Outcome and Next Steps (Carers)October 4, 2023

17.3Meeting Needs

  1. 17.3.1Establishing Ordinary ResidenceApril 7, 2025
  2. 17.3.2Requesting a Financial AssessmentApril 5, 2024
  3. 17.3.3Setting an Indicative BudgetOctober 4, 2024
  4. 17.3.4Support PlanningOctober 4, 2024
  5. 17.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetOctober 4, 2024
  6. 17.3.6Arranging Support and ServicesOctober 4, 2024

17.4Reviewing Support and Services

  1. 17.4.1Legal Requirements of a Support Plan Review and ToolsOctober 4, 2024
  2. 17.4.2Preparing to Carry out a Support Plan ReviewOctober 4, 2024
  3. 17.4.3The Full Review Conversation (Carers)
    Updated
    April 7, 2025
  4. 17.4.4The Light Touch Review Conversation (Carers)
    Updated
    April 7, 2025
  5. 17.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 17.4.6Actions Following a Support Plan ReviewOctober 4, 2024
  7. 17.4.7Monitoring Urgent or Interim Support and ServicesOctober 4, 2024
  8. 17.4.8Reviewing a Direct Payment

18.In-House Provider Services

  1. 18.0.1In-House Provider ServicesApril 5, 2024

Last Updated: April 7, 2025

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