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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 AdultsJuly 4, 2024

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureJanuary 16, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyJanuary 16, 2025

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsJanuary 16, 2025
  2. 5.0.2Recording and Keeping RecordsJanuary 16, 2025
  3. 5.0.3Providing Information about a Person or CarerJanuary 16, 2025
  4. 5.0.4Risk AssessmentJuly 4, 2024
  5. 5.0.5Lone WorkingJanuary 16, 2024
  6. 5.0.6Joint WorkNovember 3, 2021
  7. 5.0.7Social Media (use of)July 4, 2024
  8. 5.0.8Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  9. 5.0.9Interpreter and Translation ServicesJuly 4, 2024
  10. 5.0.10Death of a Person or CarerJuly 4, 2024

6.Specialist Procedures

  1. 6.0.1Deputyship and Financial AffairsJanuary 16, 2025
  2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureJanuary 16, 2025
  3. 6.0.3CareCubed ProcedureJanuary 16, 2024
  4. 6.0.4Joint Packages of Health and Social CareJanuary 16, 2025
  5. 6.0.5NHS Continuing Healthcare ProcedureJanuary 16, 2025
  6. 6.0.6NHS-funded Nursing Care Procedure (FNC)July 4, 2024
  7. 6.0.7End of Life Procedures and Practice GuidanceJanuary 16, 2025
  8. 6.0.8Legal ServicesNovember 22, 2021
  9. 6.0.9Ordinary Residence ProcedureJanuary 16, 2024
  10. 6.0.10Continuity of Care ArrangementsJuly 4, 2024
  11. 6.0.11Cross Border PlacementsJuly 4, 2024
  12. 6.0.12Protecting Moveable Property and BelongingsNovember 4, 2021
  13. 6.0.13Service Interruptions and Provider FailureJuly 4, 2024
  14. 6.0.14No Recourse to Public Funds (NRPF)January 16, 2024
  15. 6.0.15Prisons and Approved PremisesJuly 4, 2024
  16. 6.0.16Acting as an Appropriate AdultJanuary 16, 2024

7.Managing Contacts and Referrals

  1. 7.0.1Receiving a Contact or ReferralJuly 4, 2024
  2. 7.0.2Deciding the Outcome of a Contact or ReferralJanuary 16, 2025
  3. 7.0.3Actions and Next StepsJanuary 16, 2025
  4. 7.0.4Monitoring Urgent or Interim Support and ServicesJuly 4, 2024

8.Financial Assessment

  1. 8.0.1Financial AssessmentJuly 4, 2024

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)July 4, 2024
  2. 10.1.2Monitoring Urgent or Interim Support and ServicesJuly 4, 2024

10.2Establishing Needs

  1. 10.2.1Introduction, Legal Requirements and ToolsJuly 4, 2024
  2. 10.2.2Preparing to Establish NeedsJanuary 16, 2025
  3. 10.2.3The Skilled ConversationJanuary 16, 2025
  4. 10.2.4Agreeing Needs and Making a Formal RecordJanuary 16, 2024

10.3Eligibility Criteria

  1. 10.3.1Understanding and Applying Eligibility CriteriaJuly 4, 2024
  2. 10.3.2Communicating the Outcome and Next StepsJanuary 16, 2024

10.4Next Steps

  1. 10.4.1Establishing Ordinary ResidenceJanuary 16, 2025
  2. 10.4.2Requesting a Financial AssessmentJuly 4, 2024

11.Care and Support Planning, Meeting Needs and Review

11.1Care and Support Planning

  1. 11.1.1Setting an Indicative BudgetJuly 4, 2024
  2. 11.1.2Care and Support PlanningJuly 4, 2024
  3. 11.1.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJuly 4, 2024

11.2Meeting Needs

  1. 11.2.1Arranging Support and ServicesJuly 4, 2024
  2. 11.2.2Commissioning and Brokerage ProceduresAugust 18, 2023
  3. 11.2.3Direct PaymentsJanuary 16, 2025
  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 ToolsJuly 4, 2024
  2. 11.3.2Preparing to Carry out a Care and Support Plan ReviewJanuary 16, 2025
  3. 11.3.3The Full Review ConversationJanuary 16, 2025
  4. 11.3.4The Light Touch Review ConversationJuly 4, 2024
  5. 11.3.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 4, 2024
  6. 11.3.6Actions Following a Care and Support Plan ReviewJuly 4, 2024
  7. 11.3.7Monitoring Urgent or Interim Support and ServicesJuly 4, 2024
  8. 11.3.8Reviewing a Direct Payment

12.Enablement Planning and Review

12.1Enablement Planning

  1. 12.1.1The Enablement PlanJuly 4, 2024
  2. 12.1.2Arranging the Enablement ServiceJuly 4, 2024

12.2Monitoring and Reviewing Enablement

  1. 12.2.1Monitoring EnablementJuly 4, 2024
  2. 12.2.2Monitoring Actions (Enablement)January 16, 2024
  3. 12.2.3The Enablement ReviewJanuary 16, 2025
  4. 12.2.4Deciding the Outcome of an Enablement Review and Making a Formal RecordJanuary 16, 2024
  5. 12.2.5Actions Following an Enablement ReviewJuly 4, 2024

13.Equipment and Adaptations

13.1Equipment

  1. 13.1.1Minor Adaptations and Low Level EquipmentJanuary 16, 2024
  2. 13.1.2Providing EquipmentJuly 4, 2024
  3. 13.1.3Equipment in a Care HomeJuly 4, 2024

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 SupportJuly 4, 2024
  2. 13.3.2Monitoring and ReviewJanuary 16, 2024

14.Mental Health Resources

  1. 14.0.1Understanding the Mental Health Act 1983January 16, 2025
  2. 14.0.2Social Circumstances ReportJuly 4, 2024
  3. 14.0.3Section 117 AftercareJuly 4, 2024
  4. 14.0.4AMHP ProcedureJanuary 16, 2025
  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)July 4, 2024
  2. 15.2.2Preparing to Establish Needs (Child's Needs Assessment)July 4, 2024
  3. 15.2.3The Skilled Conversation (Child's Needs Assessment)January 16, 2025
  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)July 4, 2024
  2. 15.3.2Preparing to Establish the Needs of Parent CarersJuly 4, 2024
  3. 15.3.3Preparing to Establish the Needs of Young CarersJuly 4, 2024
  4. 15.3.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 15.3.5The Skilled Conversation (Young Carers)January 16, 2025
  6. 15.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)July 4, 2024

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 4, 2024
  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)July 4, 2024
  2. 16.1.2Preparing to Establish Needs (Carers)July 4, 2024
  3. 16.1.3The Skilled Conversation (Carers)January 16, 2025
  4. 16.1.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 16.1.5Understanding and Applying Eligibility Criteria (Carers)July 4, 2024
  6. 16.1.6Communicating the Outcome and Next Steps (Carers)January 16, 2024

16.2Support Planning

  1. 16.2.1Establishing Ordinary ResidenceJanuary 16, 2025
  2. 16.2.2Requesting a Financial AssessmentJuly 4, 2024
  3. 16.2.3Setting an Indicative BudgetJuly 4, 2024
  4. 16.2.4Support PlanningJuly 4, 2024
  5. 16.2.5Signing off a Support Plan and Agreeing a Final Personal BudgetJuly 4, 2024

16.3Meeting Needs

  1. 16.3.1Arranging Support and ServicesJuly 4, 2024
  2. 16.3.2Commissioning and Brokerage ProceduresAugust 18, 2023
  3. 16.3.3Direct PaymentsJanuary 16, 2025

16.4Reviewing Support and Services (Carers)

  1. 16.4.1Legal Requirements of a Support Plan Review and ToolsJuly 4, 2024
  2. 16.4.2Preparing to Carry out a Support Plan ReviewJuly 4, 2024
  3. 16.4.3The Full Review Conversation (Carers)January 16, 2025
  4. 16.4.4The Light Touch Review Conversation (Carers)January 16, 2025
  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 ReviewJuly 4, 2024
  7. 16.4.7Monitoring Urgent or Interim Support and ServicesJuly 4, 2024
  8. 16.4.8Reviewing a Direct Payment

Last Updated: June 3, 2025

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