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Contents

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1.The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

4.Deprivation of Liberty

5.Universal Procedures (used by all teams)

6.Specialist Procedures

7.Managing Contacts and Referrals

8.Financial Assessment

9.Assisted Technology

10.Establishing Needs and Eligibility

11.Care and Support Planning, Meeting Needs and Review

12.Enablement Planning and Review

13.Equipment and Adaptations

14.Mental Health Resources

15.Transition to Adult Care and Support

16.Working with Carers

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 AdultsJanuary 16, 2024

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureJanuary 16, 2024
  2. 4.0.2Recognising and Responding to Deprivations of LibertyJanuary 16, 2024

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsJanuary 16, 2024
  2. 5.0.2Recording and Keeping RecordsSeptember 23, 2022
  3. 5.0.3Providing Information about a Person or CarerSeptember 23, 2022
  4. 5.0.4Risk AssessmentJanuary 16, 2024
  5. 5.0.5Lone WorkingJanuary 16, 2024
  6. 5.0.6Joint WorkNovember 3, 2021
  7. 5.0.7Social Media (use of)September 21, 2021
  8. 5.0.8Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  9. 5.0.9Interpreter and Translation ServicesNovember 3, 2021
  10. 5.0.10Death of a Person or CarerSeptember 21, 2021

6.Specialist Procedures

  1. 6.0.1Deputyship and Financial AffairsJanuary 16, 2024
  2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureJanuary 16, 2024
  3. 6.0.3CareCubed ProcedureJanuary 16, 2024
  4. 6.0.4Joint Packages of Health and Social CareJanuary 16, 2024
  5. 6.0.5NHS Continuing Healthcare ProcedureJanuary 16, 2024
  6. 6.0.6NHS-funded Nursing Care Procedure (FNC)January 16, 2024
  7. 6.0.7End of Life Procedures and Practice GuidanceMarch 16, 2023
  8. 6.0.8Legal ServicesNovember 22, 2021
  9. 6.0.9Ordinary Residence ProcedureJanuary 16, 2024
  10. 6.0.10Continuity of Care ArrangementsJanuary 16, 2024
  11. 6.0.11Cross Border PlacementsJuly 22, 2022
  12. 6.0.12Protecting Moveable Property and BelongingsNovember 4, 2021
  13. 6.0.13Service Interruptions and Provider FailureSeptember 22, 2021
  14. 6.0.14No Recourse to Public Funds (NRPF)January 16, 2024
  15. 6.0.15Prisons and Approved PremisesJanuary 16, 2024
  16. 6.0.16Acting as an Appropriate AdultJanuary 16, 2024

7.Managing Contacts and Referrals

  1. 7.0.1Receiving a Contact or ReferralJanuary 16, 2024
  2. 7.0.2Deciding the Outcome of a Contact or ReferralJanuary 16, 2024
  3. 7.0.3Actions and Next StepsJanuary 16, 2024
  4. 7.0.4Monitoring Urgent or Interim Support and ServicesJanuary 16, 2024

8.Financial Assessment

  1. 8.0.1Financial AssessmentAugust 16, 2023

9.Assisted Technology

  1. 9.0.1Technology Enabled Care (Safe and Connected)January 16, 2024

10.Establishing Needs and Eligibility

10.1Discharge to Assess (Home First)

  1. 10.1.1Discharge to Assess (Home First)January 16, 2024
  2. 10.1.2Monitoring Urgent or Interim Support and ServicesJanuary 16, 2024

10.2Establishing Needs

  1. 10.2.1Introduction, Legal Requirements and ToolsJanuary 16, 2024
  2. 10.2.2Preparing to Establish NeedsJanuary 16, 2024
  3. 10.2.3The Skilled ConversationJanuary 16, 2024
  4. 10.2.4Agreeing Needs and Making a Formal RecordJanuary 16, 2024

10.3Eligibility Criteria

  1. 10.3.1Understanding and Applying Eligibility CriteriaJanuary 16, 2024
  2. 10.3.2Communicating the Outcome and Next StepsJanuary 16, 2024

10.4Next Steps

  1. 10.4.1Establishing Ordinary ResidenceJanuary 16, 2024
  2. 10.4.2Requesting a Financial AssessmentJanuary 16, 2024

11.Care and Support Planning, Meeting Needs and Review

11.1Care and Support Planning

  1. 11.1.1Setting an Indicative BudgetJanuary 16, 2024
  2. 11.1.2Care and Support PlanningJanuary 16, 2024
  3. 11.1.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 16, 2024

11.2Meeting Needs

  1. 11.2.1Arranging Support and ServicesJanuary 16, 2024
  2. 11.2.2Commissioning and Brokerage ProceduresAugust 18, 2023
  3. 11.2.3Direct PaymentsJanuary 16, 2024
  4. 11.2.4Individual Service FundsAugust 16, 2023

11.3Reviewing Support and Services

  1. 11.3.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 16, 2024
  2. 11.3.2Preparing to Carry out a Care and Support Plan ReviewJanuary 16, 2024
  3. 11.3.3The Full Review ConversationJanuary 16, 2024
  4. 11.3.4The Light Touch Review ConversationJanuary 16, 2024
  5. 11.3.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 16, 2024
  6. 11.3.6Actions Following a Care and Support Plan ReviewJanuary 16, 2024
  7. 11.3.7Monitoring Urgent or Interim Support and ServicesJanuary 16, 2024
  8. 11.3.8Reviewing a Direct Payment

12.Enablement Planning and Review

12.1Enablement Planning

  1. 12.1.1The Enablement PlanJanuary 16, 2024
  2. 12.1.2Arranging the Enablement ServiceJanuary 16, 2024

12.2Monitoring and Reviewing Enablement

  1. 12.2.1Monitoring EnablementJanuary 16, 2024
  2. 12.2.2Monitoring Actions (Enablement)January 16, 2024
  3. 12.2.3The Enablement ReviewJanuary 16, 2024
  4. 12.2.4Deciding the Outcome of an Enablement Review and Making a Formal RecordJanuary 16, 2024
  5. 12.2.5Actions Following an Enablement ReviewJanuary 16, 2024

13.Equipment and Adaptations

13.1Equipment

  1. 13.1.1Minor Adaptations and Low Level EquipmentJanuary 16, 2024
  2. 13.1.2Providing EquipmentJanuary 16, 2024
  3. 13.1.3Equipment in a Care HomeNovember 3, 2021

13.2Adaptations

  1. 13.2.1Establishing Likely Eligibility for a Disabled Facilities GrantJanuary 16, 2024
  2. 13.2.2Applying for a Disabled Facilities GrantJanuary 16, 2024
  3. 13.2.3The Outcome of the Disabled Facilities Grant Application and Next StepsJanuary 16, 2024

13.3Monitoring and Reviewing Equipment and Adaptations

  1. 13.3.1Providing Direct SupportNovember 3, 2021
  2. 13.3.2Monitoring and ReviewJanuary 16, 2024

14.Mental Health Resources

  1. 14.0.1Understanding the Mental Health Act 1983September 4, 2023
  2. 14.0.2Social Circumstances ReportJanuary 16, 2024
  3. 14.0.3Section 117 AftercareNovember 25, 2022
  4. 14.0.4AMHP ProcedureNovember 3, 2021
  5. 14.0.5Community Mental Health FrameworkAugust 16, 2023

15.Transition to Adult Care and Support

15.1Deciding Whether to Start Transition

  1. 15.1.1Deciding Whether to Start TransitionApril 24, 2023
  2. 15.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 15.1.3Recording the Decision and Next StepsNovember 3, 2021

15.2Child's Needs Assessment

  1. 15.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)November 9, 2021
  2. 15.2.2Preparing to Establish Needs (Child's Needs Assessment)November 9, 2021
  3. 15.2.3The Skilled Conversation (Child's Needs Assessment)January 16, 2024
  4. 15.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)July 21, 2023

15.3Carer's Transition Assessments

  1. 15.3.1Introduction, Legal Requirements and Tools (Carer's Transition)November 9, 2021
  2. 15.3.2Preparing to Establish the Needs of Parent CarersJanuary 16, 2024
  3. 15.3.3Preparing to Establish the Needs of Young CarersJanuary 16, 2024
  4. 15.3.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 15.3.5The Skilled Conversation (Young Carers)January 16, 2024
  6. 15.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)April 12, 2022

15.4Transition Planning and Review

  1. 15.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 15.4.2The Transition PlanJanuary 16, 2024
  3. 15.4.3Reviewing a Transition PlanJuly 21, 2023
  4. 15.4.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

16.Working with Carers

16.1Establishing Needs and Eligibility (Carers)

  1. 16.1.1Introduction, Legal Requirements and Tools (Carers)November 5, 2021
  2. 16.1.2Preparing to Establish Needs (Carers)January 16, 2024
  3. 16.1.3The Skilled Conversation (Carers)January 16, 2024
  4. 16.1.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 16.1.5Understanding and Applying Eligibility Criteria (Carers)January 16, 2024
  6. 16.1.6Communicating the Outcome and Next Steps (Carers)January 16, 2024

16.2Support Planning

  1. 16.2.1Establishing Ordinary ResidenceJanuary 16, 2024
  2. 16.2.2Requesting a Financial AssessmentJanuary 16, 2024
  3. 16.2.3Setting an Indicative BudgetJanuary 16, 2024
  4. 16.2.4Support PlanningJanuary 16, 2024
  5. 16.2.5Signing off a Support Plan and Agreeing a Final Personal BudgetJanuary 16, 2024

16.3Meeting Needs

  1. 16.3.1Arranging Support and ServicesJanuary 16, 2024
  2. 16.3.2Commissioning and Brokerage ProceduresAugust 18, 2023
  3. 16.3.3Direct PaymentsJanuary 16, 2024

16.4Reviewing Support and Services (Carers)

  1. 16.4.1Legal Requirements of a Support Plan Review and ToolsSeptember 2, 2022
  2. 16.4.2Preparing to Carry out a Support Plan ReviewJanuary 16, 2024
  3. 16.4.3The Full Review Conversation (Carers)January 16, 2024
  4. 16.4.4The Light Touch Review Conversation (Carers)January 16, 2024
  5. 16.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 16.4.6Actions Following a Support Plan ReviewJanuary 16, 2024
  7. 16.4.7Monitoring Urgent or Interim Support and ServicesJanuary 16, 2024
  8. 16.4.8Reviewing a Direct Payment

Last Updated: June 4, 2024

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