Contents

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 AdultsSeptember 23, 2024

4.Deprivation of Liberty

1. 4.0.1Deprivation of Liberty Safeguards Procedure
   Updated
   March 20, 2025
2. 4.0.2Recognising and Responding to Deprivations of LibertyMarch 20, 2025

5.Universal Procedures (used by all teams)

1. 5.0.1Equality, Diversity and Human Rights
   Updated
   March 20, 2025
2. 5.0.2Recording and Keeping Records
   Updated
   March 20, 2025
3. 5.0.3Providing Information about a Person or Carer
   Updated
   March 20, 2025
4. 5.0.4Financial AssessmentMarch 20, 2024
5. 5.0.5Commissioning and Brokerage ProceduresApril 6, 2022
6. 5.0.6Direct Payments
   Updated
   March 20, 2025
7. 5.0.7Assistive Technology and TelecareSeptember 23, 2024
8. 5.0.8Risk AssessmentSeptember 23, 2024
9. 5.0.9Lone WorkingApril 6, 2022
10. 5.0.10Joint WorkNovember 3, 2021
11. 5.0.11Co-production
    Updated
    March 20, 2025
12. 5.0.12Social Media (use of)September 23, 2024
13. 5.0.13Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
14. 5.0.14Interpreter and Translation ServicesSeptember 23, 2024
15. 5.0.15Death of a Person or Carer
    Updated
    March 20, 2025

6.Specialist Procedures

1. 6.0.1Deputyship and Financial Affairs
   Updated
   March 20, 2025
2. 6.0.2Debt Respite Scheme (Breathing Spaces) Procedure
   Updated
   March 20, 2025
3. 6.0.3CareCubed ProcedureMarch 20, 2024
4. 6.0.4Community Equipment and Minor AdaptationsSeptember 23, 2024
5. 6.0.5Joint Packages of Health and Social Care
   Updated
   March 20, 2025
6. 6.0.6NHS Continuing Healthcare Procedure
   Updated
   March 20, 2025
7. 6.0.7NHS-funded Nursing Care Procedure (FNC)September 23, 2024
8. 6.0.8End of Life Procedures and Practice Guidance
   Updated
   March 20, 2025
9. 6.0.9Legal ServicesNovember 22, 2021
10. 6.0.10Ordinary Residence ProcedureSeptember 21, 2023
11. 6.0.11Continuity of Care ArrangementsSeptember 23, 2024
12. 6.0.12Cross Border PlacementsSeptember 23, 2024
13. 6.0.13Protecting Moveable Property
    Updated
    March 20, 2025
14. 6.0.14Service Interruptions and Provider FailureMarch 20, 2024
15. 6.0.15No Recourse to Public Funds (NRPF)
    Updated
    March 20, 2025
16. 6.0.16Prisons and Approved PremisesSeptember 23, 2024
17. 6.0.17Understanding the Mental Health Act 1983
    Updated
    March 20, 2025
18. 6.0.18Acting as an Appropriate AdultMarch 20, 2024
19. 6.0.19Community Mental Health FrameworkSeptember 21, 2023
20. 6.0.20Social Circumstances ReportSeptember 23, 2024
21. 6.0.21Section 117 AftercareSeptember 23, 2024
22. 6.0.22AMHP Procedure
    Updated
    March 20, 2025

7.ACCESS TEAM

1. 7.0.1Receiving a Contact, Enquiry or Written ReferralSeptember 22, 2022
2. 7.0.2Actions and Next Steps (ACCESS)September 21, 2023

8.Reablement

8.1Contact and Referral

1. 8.1.1Receiving a Contact or ReferralSeptember 23, 2024
2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)March 20, 2025
3. 8.1.3Actions and Next Steps (Reablement)September 23, 2024

8.2Establishing Needs

1. 8.2.1Introduction, Purpose and Tools (Reablement)September 23, 2024
2. 8.2.2Preparing to Establish Needs (Reablement)March 20, 2025
3. 8.2.3The Skilled Conversation (Reablement)March 20, 2025
4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)October 8, 2021

8.3Meeting Needs

1. 8.3.1The Reablement PlanSeptember 23, 2024
2. 8.3.2Arranging the Reablement ServiceApril 6, 2022

8.4Monitoring and Reviewing Reablement

1. 8.4.1Monitoring ReablementMarch 20, 2024
2. 8.4.2Monitoring Actions (Reablement)March 20, 2024
3. 8.4.3The Reablement ReviewMarch 20, 2025
4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordApril 6, 2022
5. 8.4.5Actions Following a Reablement ReviewSeptember 23, 2024

9.Community OT

9.1Contact and Referral

1. 9.1.1Receiving a Contact or ReferralSeptember 23, 2024
2. 9.1.2Deciding the Outcome of a Contact or Referral (COT)March 20, 2025
3. 9.1.3Actions and Next Steps (COT)September 23, 2024

9.2Establishing Needs

1. 9.2.1Introduction, Legal Requirements and Tools (COT)September 23, 2024
2. 9.2.2Preparing to Establish Needs (COT)March 20, 2025
3. 9.2.3The Skilled Conversation (COT)March 20, 2025
4. 9.2.4Agreeing Needs, Making a Formal Record and Next Steps (COT)May 17, 2022
5. 9.2.5Establishing Likely Eligibility for a Disabled Facilities GrantMay 17, 2022
6. 9.2.6Understanding and Applying Eligibility Criteria (COT)September 23, 2024
7. 9.2.7Communicating the Outcome and Next Steps (COT)March 20, 2024

9.3Meeting Needs

1. 9.3.1Requesting a Financial AssessmentMarch 20, 2024
2. 9.3.2Applying for a Disabled Facilities GrantMarch 20, 2024
3. 9.3.3The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
4. 9.3.4Providing EquipmentSeptember 23, 2024
5. 9.3.5Equipment in a Care HomeSeptember 23, 2024
6. 9.3.6Providing Direct SupportSeptember 23, 2024

9.4Monitoring and Review

1. 9.4.1Monitoring and ReviewMay 31, 2022

10.Social Work Teams

10.1Contact and Referral

1. 10.1.1Receiving a Contact or ReferralSeptember 23, 2024
2. 10.1.2Deciding the Outcome of a Contact or ReferralMarch 20, 2025
3. 10.1.3Actions and Next StepsMarch 20, 2025

10.2Discharge to Assess

1. 10.2.1Discharge to Assess (D2A)September 22, 2022

10.3Establishing Needs

1. 10.3.1Introduction, Legal Requirements and ToolsSeptember 23, 2024
2. 10.3.2Preparing to Establish NeedsMarch 20, 2025
3. 10.3.3The Skilled ConversationMarch 20, 2025
4. 10.3.4Agreeing Needs and Making a Formal RecordApril 6, 2022
5. 10.3.5Understanding and Applying Eligibility CriteriaSeptember 23, 2024
6. 10.3.6Communicating the Outcome and Next StepsSeptember 21, 2023

10.4Meeting Needs

1. 10.4.1Establishing Ordinary ResidenceMarch 20, 2025
2. 10.4.2Requesting a Financial AssessmentMarch 20, 2024
3. 10.4.3Setting an Indicative BudgetSeptember 23, 2024
4. 10.4.4Care and Support PlanningMarch 20, 2025
5. 10.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetSeptember 23, 2024
6. 10.4.6Arranging Support and Services
   Updated
   March 20, 2025

10.5Reviewing Support and Services

1. 10.5.1Legal Requirements of a Care and Support Plan Review and ToolsSeptember 23, 2024
2. 10.5.2Preparing to Carry out a Care and Support Plan ReviewMarch 20, 2025
3. 10.5.3The Full Review ConversationMarch 20, 2025
4. 10.5.4The Light Touch Review ConversationSeptember 23, 2024
5. 10.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 17, 2022
6. 10.5.6Actions Following a Care and Support Plan ReviewSeptember 23, 2024
7. 10.5.7Monitoring Urgent or Interim Support and ServicesSeptember 23, 2024
8. 10.5.8Reviewing a Direct Payment

11.Transition to Adult Care and Support

11.1Deciding Whether to Start Transition

1. 11.1.1Deciding Whether to Start TransitionMay 17, 2022
2. 11.1.2Recording the Decision and Next StepsNovember 3, 2021

11.2Child's Needs Assessment

1. 11.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)September 23, 2024
2. 11.2.2Preparing to Establish Needs (Child's Needs Assessment)September 23, 2024
3. 11.2.3The Skilled Conversation (Child's Needs Assessment)March 20, 2025
4. 11.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)May 17, 2022

11.3Transition Planning and Review

1. 11.3.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
2. 11.3.2The Transition PlanMarch 20, 2024
3. 11.3.3Reviewing a Transition PlanSeptember 23, 2024
4. 11.3.4Reviewing an Education, Health and Care Plan (from 18 years)September 22, 2022

12.Adult Carers of Carers

12.1Contact and Referral

1. 12.1.1Receiving a Contact or ReferralSeptember 23, 2024
2. 12.1.2Deciding the Outcome of a Contact or Referral (Carers)March 20, 2025
3. 12.1.3Actions and Next Steps (Carers)March 20, 2025

12.2Establishing Needs

1. 12.2.1Introduction, Legal Requirements and Tools (Carers)September 23, 2024
2. 12.2.2Preparing to Establish Needs (Carers)September 23, 2024
3. 12.2.3The Skilled Conversation (Carers)
   Updated
   March 20, 2025
4. 12.2.4Agreeing Needs and Making a Formal Record (Carers)October 8, 2021
5. 12.2.5Understanding and Applying Eligibility Criteria (Carers)September 23, 2024
6. 12.2.6Communicating the Outcome and Next Steps (Carers)September 21, 2023

12.3Meeting Needs

1. 12.3.1Requesting a Financial AssessmentMarch 20, 2024
2. 12.3.2Setting an Indicative BudgetSeptember 23, 2024
3. 12.3.3Support PlanningSeptember 23, 2024
4. 12.3.4Signing off a Support Plan and Agreeing a Final Personal BudgetMay 18, 2022
5. 12.3.5Arranging Support and Services
   Updated
   March 20, 2025

12.4Reviewing Support and Services

1. 12.4.1Legal Requirements of a Support Plan Review and ToolsSeptember 23, 2024
2. 12.4.2Preparing to Carry out a Support Plan ReviewSeptember 23, 2024
3. 12.4.3The Full Review Conversation (Carers)
   Updated
   March 20, 2025
4. 12.4.4The Light Touch Review Conversation (Carers)
   Updated
   March 20, 2025
5. 12.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
6. 12.4.6Actions Following a Support Plan ReviewSeptember 23, 2024
7. 12.4.7Monitoring Urgent or Interim Support and ServicesSeptember 23, 2024
8. 12.4.8Reviewing a Direct Payment

13.Young Carers and Carers Transition

13.1Young Carers

1. 13.1.1Young Carers

13.2Carer's Transition Assessments

1. 13.2.1Deciding Whether to Start Carers TransitionNovember 3, 2021
2. 13.2.2Recording the Decision and Next StepsNovember 3, 2021
3. 13.2.3Introduction, Legal Requirements and Tools (Carer's Transition)September 23, 2024
4. 13.2.4Preparing to Establish the Needs of Parent CarersSeptember 23, 2024
5. 13.2.5Preparing to Establish the Needs of Young CarersSeptember 23, 2024
6. 13.2.6The Skilled Conversation (Parent Carers)September 27, 2021
7. 13.2.7The Skilled Conversation (Young Carers)March 20, 2025
8. 13.2.8Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)May 17, 2022
9. 13.2.9Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
10. 13.2.10The Transition PlanMarch 20, 2024
11. 13.2.11Reviewing a Transition PlanSeptember 23, 2024

14.Provider Services

1. 14.0.1Adult Care Providers Handbook

15.Housing

1. 15.0.1Safeguarding AdultsSeptember 23, 2024
2. 15.0.2Lone WorkingApril 6, 2022
3. 15.0.3No Recourse to Public Funds (NRPF)
   Updated
   March 20, 2025