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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 11, 2024

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureJanuary 28, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyJanuary 28, 2025

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsJanuary 28, 2025
  2. 5.0.2Recording and Keeping RecordsJanuary 28, 2025
  3. 5.0.3Providing Information about a Person or CarerJanuary 28, 2025
  4. 5.0.4Financial AssessmentJuly 11, 2024
  5. 5.0.5Commissioning and Brokerage ProceduresJuly 11, 2024
  6. 5.0.6Direct PaymentsJanuary 28, 2025
  7. 5.0.7Technology Enabled Care (TEC)/Assistive TechnologyJanuary 28, 2025
  8. 5.0.8Risk AssessmentJanuary 28, 2025
  9. 5.0.9Lone WorkingAugust 14, 2023
  10. 5.0.10Joint WorkNovember 3, 2021
  11. 5.0.11Social Media (use of)July 11, 2024
  12. 5.0.12Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  13. 5.0.13Interpreter and Translation ServicesJuly 11, 2024
  14. 5.0.14Death of a Person or CarerJanuary 28, 2025

6.Specialist Procedures

  1. 6.0.1Deputyship and Financial AffairsJanuary 28, 2025
  2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureJanuary 28, 2025
  3. 6.0.3Joint Packages of Health and Social CareJanuary 28, 2025
  4. 6.0.4NHS Continuing Healthcare ProcedureJanuary 28, 2025
  5. 6.0.5NHS-funded Nursing Care Procedure (FNC)July 11, 2024
  6. 6.0.6End of Life Procedures and Practice GuidanceJanuary 28, 2025
  7. 6.0.7Legal ServicesAugust 14, 2023
  8. 6.0.8Ordinary Residence ProcedureJuly 11, 2024
  9. 6.0.9Continuity of Care ArrangementsJuly 11, 2024
  10. 6.0.10Cross Border PlacementsJuly 11, 2024
  11. 6.0.11Protecting Moveable Property and BelongingsAugust 14, 2023
  12. 6.0.12Service Interruptions and Provider FailureJuly 11, 2024
  13. 6.0.13No Recourse to Public Funds (NRPF)January 31, 2024
  14. 6.0.14Prisons and Approved PremisesJuly 11, 2024
  15. 6.0.15Acting as an Appropriate AdultJanuary 31, 2024

7.Advice and Wellbeing Hub

7.1Contact and Referral

  1. 7.1.1Receiving a Contact or ReferralJanuary 28, 2025
  2. 7.1.2Deciding the Outcome of a Contact or ReferralJanuary 28, 2025
  3. 7.1.3Actions Relating to Care Act Assessment and ProceduresJanuary 28, 2025

7.2Establishing Needs

  1. 7.2.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 7.2.2Preparing to Establish NeedsJanuary 28, 2025
  3. 7.2.3The Skilled ConversationJanuary 28, 2025
  4. 7.2.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 7.2.5Understanding and Applying Eligibility CriteriaJanuary 28, 2025
  6. 7.2.6Communicating the Outcome and Next StepsJanuary 28, 2025
  7. 7.2.7Establishing Ordinary ResidenceJanuary 28, 2025
  8. 7.2.8Requesting a Financial AssessmentJanuary 28, 2025

7.3Care and Support Planning

  1. 7.3.1Setting an Indicative BudgetJanuary 28, 2025
  2. 7.3.2Care and Support PlanningJanuary 28, 2025
  3. 7.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 28, 2025
  4. 7.3.4Arranging Support and ServicesJanuary 28, 2025

7.4Reviewing a Care and Support Plan

  1. 7.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 7.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 7.4.3The Full Review ConversationJanuary 28, 2025
  4. 7.4.4Light Touch/Proportionate ReviewJanuary 28, 2025
  5. 7.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  6. 7.4.6Actions Following a Care and Support Plan ReviewJanuary 28, 2025
  7. 7.4.7Monitoring Urgent or Interim Support and ServicesJanuary 28, 2025
  8. 7.4.8Review of a Direct Payment

7.5Minor Adaptations and Equipment

  1. 7.5.1Minor Adaptations and Adaptive EquipmentJanuary 28, 2025
  2. 7.5.2Providing EquipmentJuly 11, 2024
  3. 7.5.3Equipment in a Care HomeJuly 11, 2024
  4. 7.5.4Providing Direct SupportJuly 11, 2024
  5. 7.5.5Monitoring and ReviewJuly 11, 2024

8.Community Reablement Team

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralJanuary 28, 2025
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)January 28, 2025
  3. 8.1.3Actions Relating to Care Act Assessment and Procedures (Reablement)January 28, 2025

8.2Establishing Needs

  1. 8.2.1Introduction, Purpose and Tools (Reablement)July 11, 2024
  2. 8.2.2Preparing to Establish Needs (Reablement)January 28, 2025
  3. 8.2.3The Skilled Conversation (Reablement)January 28, 2025
  4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)January 28, 2025

8.3Meeting Needs

  1. 8.3.1The Reablement PlanJuly 11, 2024
  2. 8.3.2Arranging the Reablement ServiceJuly 11, 2024

8.4Monitoring and Reviewing Reablement

  1. 8.4.1Monitoring ReablementJanuary 31, 2024
  2. 8.4.2Monitoring Actions (Reablement)July 11, 2024
  3. 8.4.3The Reablement ReviewJanuary 28, 2025
  4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordAugust 14, 2023
  5. 8.4.5Actions Following a Reablement ReviewJanuary 28, 2025

9.Hospital Discharge to Assess Team

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralJanuary 28, 2025
  2. 9.1.2Deciding the Outcome of a Contact or Referral (Hospital Discharge)January 28, 2025
  3. 9.1.3Actions Relating to Care Act Assessment and Procedures (Hospital Discharge)July 11, 2024

9.2Discharge to Assess

  1. 9.2.1Discharge to Assess (Home First)July 11, 2024
  2. 9.2.2Monitoring Urgent or Interim Support and ServicesJanuary 28, 2025

9.3Establishing Needs

  1. 9.3.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 9.3.2Preparing to Establish NeedsJanuary 28, 2025
  3. 9.3.3The Skilled ConversationJanuary 28, 2025
  4. 9.3.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 9.3.5Understanding and Applying Eligibility CriteriaJanuary 28, 2025
  6. 9.3.6Communicating the Outcome and Next StepsJanuary 28, 2025
  7. 9.3.7Establishing Ordinary ResidenceJanuary 28, 2025
  8. 9.3.8Requesting a Financial AssessmentJanuary 28, 2025

9.4Care and Support Planning

  1. 9.4.1Setting an Indicative BudgetJanuary 28, 2025
  2. 9.4.2Care and Support PlanningJanuary 28, 2025
  3. 9.4.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 28, 2025
  4. 9.4.4Arranging Support and ServicesJanuary 28, 2025

9.5Reviewing a Care and Support Plan

  1. 9.5.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 9.5.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 9.5.3The Full Review ConversationJanuary 28, 2025
  4. 9.5.4Light Touch/Proportionate ReviewJanuary 28, 2025
  5. 9.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  6. 9.5.6Actions Following a Care and Support Plan ReviewJanuary 28, 2025
  7. 9.5.7Reviewing a Direct Payment

9.6Minor Adaptations and Equipment

  1. 9.6.1Minor Adaptations and Adaptive EquipmentJanuary 28, 2025
  2. 9.6.2Providing EquipmentJuly 11, 2024
  3. 9.6.3Equipment in a Care HomeJuly 11, 2024
  4. 9.6.4Providing Direct SupportJuly 11, 2024
  5. 9.6.5Monitoring and ReviewJuly 11, 2024

10.Physical Disability & Older People Team

10.1Contact and Referral

  1. 10.1.1Receiving a Contact or ReferralJanuary 28, 2025
  2. 10.1.2Deciding the Outcome of a Contact or ReferralJanuary 28, 2025
  3. 10.1.3Actions Relating to Care Act Assessment and ProceduresJanuary 28, 2025

10.2Establishing Needs

  1. 10.2.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 10.2.2Preparing to Establish NeedsJanuary 28, 2025
  3. 10.2.3The Skilled ConversationJanuary 28, 2025
  4. 10.2.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 10.2.5Understanding and Applying Eligibility CriteriaJanuary 28, 2025
  6. 10.2.6Communicating the Outcome and Next StepsJanuary 28, 2025
  7. 10.2.7Establishing Ordinary ResidenceJanuary 28, 2025
  8. 10.2.8Requesting a Financial AssessmentJanuary 28, 2025

10.3Care and Support Planning

  1. 10.3.1Setting an Indicative BudgetJanuary 28, 2025
  2. 10.3.2Care and Support PlanningJanuary 28, 2025
  3. 10.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 28, 2025
  4. 10.3.4Arranging Support and ServicesJanuary 28, 2025

10.4Reviewing a Care and Support Plan

  1. 10.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 10.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 10.4.3The Full Review ConversationJanuary 28, 2025
  4. 10.4.4Light Touch/Proportionate ReviewJanuary 28, 2025
  5. 10.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  6. 10.4.6Actions Following a Care and Support Plan ReviewJanuary 28, 2025
  7. 10.4.7Monitoring Urgent or Interim Support and ServicesJanuary 28, 2025
  8. 10.4.8Reviewing a Direct Payment

10.5Minor Adaptations and Equipment

  1. 10.5.1Minor Adaptations and Adaptive EquipmentJanuary 28, 2025
  2. 10.5.2Providing EquipmentJuly 11, 2024
  3. 10.5.3Equipment in a Care HomeJuly 11, 2024
  4. 10.5.4Providing Direct SupportJuly 11, 2024
  5. 10.5.5Monitoring and ReviewJuly 11, 2024

10.6Major Adaptations

  1. 10.6.1Establishing Likely Eligibility for a Disabled Facilities GrantJuly 11, 2024
  2. 10.6.2Applying for a Disabled Facilities GrantAugust 14, 2023
  3. 10.6.3The Outcome of the Disabled Facilities Grant Application and Next StepsJuly 11, 2024

11.Learning Disability & Autism Team

11.1Contact and Referral

  1. 11.1.1Receiving a Contact or ReferralJanuary 28, 2025
  2. 11.1.2Deciding the Outcome of a Contact or ReferralJanuary 28, 2025
  3. 11.1.3Actions Relating to Care Act Assessment and ProceduresJanuary 28, 2025

11.2Establishing Needs

  1. 11.2.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 11.2.2Preparing to Establish NeedsJanuary 28, 2025
  3. 11.2.3The Skilled ConversationJanuary 28, 2025
  4. 11.2.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 11.2.5Understanding and Applying Eligibility CriteriaJanuary 28, 2025
  6. 11.2.6Communicating the Outcome and Next StepsJanuary 28, 2025
  7. 11.2.7Establishing Ordinary ResidenceJanuary 28, 2025
  8. 11.2.8Requesting a Financial AssessmentJanuary 28, 2025

11.3Care and Support Planning

  1. 11.3.1Setting an Indicative BudgetJanuary 28, 2025
  2. 11.3.2Care and Support PlanningJanuary 28, 2025
  3. 11.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 28, 2025
  4. 11.3.4Arranging Support and ServicesJanuary 28, 2025

11.4Reviewing a Care and Support Plan

  1. 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 11.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 11.4.3The Full Review ConversationJanuary 28, 2025
  4. 11.4.4Light Touch/Proportionate ReviewJanuary 28, 2025
  5. 11.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  6. 11.4.6Actions Following a Care and Support Plan ReviewJanuary 28, 2025
  7. 11.4.7Monitoring Urgent or Interim Support and ServicesJanuary 28, 2025
  8. 11.4.8Reviewing a Direct Payment

11.5Minor Adaptations and Equipment

  1. 11.5.1Minor Adaptations and Adaptive EquipmentJanuary 28, 2025
  2. 11.5.2Providing EquipmentJuly 11, 2024
  3. 11.5.3Equipment in a Care HomeJuly 11, 2024
  4. 11.5.4Providing Direct SupportJuly 11, 2024
  5. 11.5.5Monitoring and ReviewJuly 11, 2024

12.Review Team

12.1Contact and Review Requests

  1. 12.1.1Receiving a Contact or Review RequestApril 12, 2022
  2. 12.1.2Deciding the Outcome of a Contact or Review RequestJanuary 28, 2025
  3. 12.1.3Actions Relating to Care Act Assessment and Procedures (Review Team)January 28, 2025

12.2Reviewing a Care and Support Plan

  1. 12.2.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 12.2.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 12.2.3The Full Review ConversationJanuary 28, 2025
  4. 12.2.4Light Touch/Proportionate ReviewJanuary 28, 2025
  5. 12.2.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  6. 12.2.6Actions Following a Care and Support Plan ReviewJanuary 28, 2025
  7. 12.2.7Monitoring Urgent or Interim Support and ServicesJanuary 28, 2025
  8. 12.2.8Reviewing a Direct Payment

12.3Monitoring and Reviewing Equipment

  1. 12.3.1Monitoring and ReviewJuly 11, 2024

12.4Establishing Needs

  1. 12.4.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 12.4.2Preparing to Establish NeedsJanuary 28, 2025
  3. 12.4.3The Skilled ConversationJanuary 28, 2025
  4. 12.4.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 12.4.5Understanding and Applying Eligibility CriteriaJanuary 28, 2025
  6. 12.4.6Communicating the Outcome and Next StepsJanuary 28, 2025
  7. 12.4.7Establishing Ordinary ResidenceJanuary 28, 2025
  8. 12.4.8Requesting a Financial AssessmentJanuary 28, 2025

12.5Care and Support Planning

  1. 12.5.1Requesting a Financial AssessmentJanuary 28, 2025
  2. 12.5.2Setting an Indicative BudgetJanuary 28, 2025
  3. 12.5.3Care and Support PlanningJanuary 28, 2025
  4. 12.5.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 28, 2025
  5. 12.5.5Arranging Support and ServicesJanuary 28, 2025

12.6Minor Adaptations and Equipment

  1. 12.6.1Minor Adaptations and Adaptive EquipmentJanuary 28, 2025
  2. 12.6.2Providing EquipmentJuly 11, 2024
  3. 12.6.3Equipment in a Care HomeJuly 11, 2024
  4. 12.6.4Providing Direct SupportJuly 11, 2024

13.Mental Health Social Work Team

13.1Contact and Referral

  1. 13.1.1Receiving a Contact or ReferralJanuary 28, 2025
  2. 13.1.2Deciding the Outcome of a Contact or ReferralJanuary 28, 2025
  3. 13.1.3Actions Relating to Care Act Assessment and ProceduresJanuary 28, 2025

13.2Establishing Needs

  1. 13.2.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 13.2.2Preparing to Establish NeedsJanuary 28, 2025
  3. 13.2.3The Skilled ConversationJanuary 28, 2025
  4. 13.2.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 13.2.5Understanding and Applying Eligibility CriteriaJanuary 28, 2025
  6. 13.2.6Communicating the Outcome and Next StepsJanuary 28, 2025

13.3Meeting Needs

  1. 13.3.1Establishing Ordinary ResidenceJanuary 28, 2025
  2. 13.3.2Requesting a Financial AssessmentJanuary 28, 2025
  3. 13.3.3Setting an Indicative BudgetJanuary 28, 2025
  4. 13.3.4Care and Support PlanningJanuary 28, 2025
  5. 13.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 28, 2025
  6. 13.3.6Arranging Support and ServicesJanuary 28, 2025

13.4Reviewing Support and Services

  1. 13.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 13.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 13.4.3The Full Review ConversationJanuary 28, 2025
  4. 13.4.4Light Touch/Proportionate ReviewJanuary 28, 2025
  5. 13.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  6. 13.4.6Actions Following a Care and Support Plan ReviewJanuary 28, 2025
  7. 13.4.7Monitoring Urgent or Interim Support and ServicesJanuary 28, 2025
  8. 13.4.8Reviewing a Direct Payment

13.5Functions under the Mental Health Act

  1. 13.5.1Understanding the Mental Health Act 1983January 28, 2025
  2. 13.5.2Social Circumstances ReportJuly 11, 2024
  3. 13.5.3Section 117 AftercareJuly 11, 2024
  4. 13.5.4Community Mental Health FrameworkAugust 14, 2023

14.AMHP Procedure

  1. 14.0.1AMHP ProcedureJanuary 28, 2025

15.Preparing for Adulthood

15.1Childrens Procedures

  1. 15.1.1Brighter Futures Procedures

15.2Deciding Whether to Start Transition

  1. 15.2.1Deciding Whether to Start TransitionAugust 14, 2023
  2. 15.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 15.2.3Recording the Decision and Next StepsNovember 3, 2021

15.3Child's Needs Assessment

  1. 15.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)July 11, 2024
  2. 15.3.2Preparing to Establish Needs (Child's Needs Assessment)July 11, 2024
  3. 15.3.3The Skilled Conversation (Child's Needs Assessment)January 28, 2025
  4. 15.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)January 31, 2024

15.4Carer's Transition Assessments

  1. 15.4.1Introduction, Legal Requirements and Tools (Carer's Transition)July 11, 2024
  2. 15.4.2Preparing to Establish the Needs of Parent CarersJuly 11, 2024
  3. 15.4.3Preparing to Establish the Needs of Young CarersJuly 11, 2024
  4. 15.4.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 15.4.5The Skilled Conversation (Young Carers)January 28, 2025
  6. 15.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)July 11, 2024

15.5Transition Planning and Review

  1. 15.5.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 15.5.2The Transition PlanJanuary 31, 2024
  3. 15.5.3Reviewing a Transition PlanJuly 11, 2024
  4. 15.5.4Reviewing an Education, Health and Care Plan (from 18 years)July 11, 2024

15.6Contacts from Adults

  1. 15.6.1Receiving a ContactAugust 14, 2023
  2. 15.6.2Deciding the Outcome of a ContactJanuary 28, 2025
  3. 15.6.3Actions Relating to Care Act Assessment and ProceduresJanuary 28, 2025

15.7Establishing Adult Needs

  1. 15.7.1Introduction, Legal Requirements and ToolsJanuary 28, 2025
  2. 15.7.2Preparing to Establish NeedsJanuary 28, 2025
  3. 15.7.3The Skilled ConversationJanuary 28, 2025
  4. 15.7.4Agreeing Needs and Making a Formal RecordJanuary 28, 2025
  5. 15.7.5Understanding and Applying Eligibility CriteriaJanuary 28, 2025
  6. 15.7.6Communicating the Outcome and Next StepsJanuary 28, 2025
  7. 15.7.7Requesting a Financial AssessmentJanuary 28, 2025

15.8Care and Support Planning

  1. 15.8.1Setting an Indicative BudgetJanuary 28, 2025
  2. 15.8.2Care and Support PlanningJanuary 28, 2025
  3. 15.8.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 28, 2025
  4. 15.8.4Arranging Support and ServicesJanuary 28, 2025

15.9Reviewing a Care and Support Plan

  1. 15.9.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 28, 2025
  2. 15.9.2Preparing to Carry out a Care and Support Plan ReviewJanuary 28, 2025
  3. 15.9.3The Full Review ConversationJanuary 28, 2025
  4. 15.9.4Light Touch/Proportionate ReviewJanuary 28, 2025
  5. 15.9.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 28, 2025
  6. 15.9.6Actions Following a Care and Support Plan ReviewJanuary 28, 2025
  7. 15.9.7Monitoring Urgent or Interim Support and ServicesJanuary 28, 2025
  8. 15.9.8Reviewing a Direct Payment

15.10Minor Adaptations and Equipment

  1. 15.10.1Minor Adaptations and Adaptive EquipmentJanuary 28, 2025
  2. 15.10.2Providing EquipmentJuly 11, 2024
  3. 15.10.3Equipment in a Care HomeJuly 11, 2024
  4. 15.10.4Providing Direct SupportJuly 11, 2024
  5. 15.10.5Monitoring and ReviewJuly 11, 2024

16.Carers Procedures

16.1Contact and Referral

  1. 16.1.1Receiving a Contact or ReferralJanuary 28, 2025
  2. 16.1.2Deciding the Outcome of a Contact or Referral (Carers)January 28, 2025
  3. 16.1.3Actions Relating to Care Act Assessment and Procedures (Carers)January 28, 2025

16.2Establishing Needs

  1. 16.2.1Introduction, Legal Requirements and Tools (Carers)July 11, 2024
  2. 16.2.2Preparing to Establish Needs (Carers)July 11, 2024
  3. 16.2.3The Skilled Conversation (Carers)January 28, 2025
  4. 16.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 16.2.5Understanding and Applying Eligibility Criteria (Carers)July 11, 2024
  6. 16.2.6Communicating the Outcome and Next Steps (Carers)July 11, 2024

16.3Meeting Needs

  1. 16.3.1Establishing Ordinary ResidenceJanuary 28, 2025
  2. 16.3.2Requesting a Financial AssessmentJanuary 28, 2025
  3. 16.3.3Setting an Indicative BudgetJanuary 28, 2025
  4. 16.3.4Support PlanningJanuary 28, 2025
  5. 16.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetJanuary 28, 2025
  6. 16.3.6Arranging Support and ServicesJanuary 28, 2025

16.4Reviewing Support and Services

  1. 16.4.1Legal Requirements of a Support Plan Review and ToolsJanuary 28, 2025
  2. 16.4.2Preparing to Carry out a Support Plan ReviewJuly 11, 2024
  3. 16.4.3The Full Review Conversation (Carers)January 28, 2025
  4. 16.4.4Light Touch/Proportionate Review (Carers)January 28, 2025
  5. 16.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordAugust 14, 2023
  6. 16.4.6Actions Following a Support Plan ReviewJuly 11, 2024
  7. 16.4.7Monitoring Urgent or Interim Support and ServicesJanuary 28, 2025
  8. 16.4.8Reviewing a Direct Payment

Last Updated: January 28, 2025

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