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 AdultsOctober 13, 2025

4.Deprivation of Liberty

1. 4.0.1Deprivation of Liberty Safeguards ProcedureOctober 13, 2025
2. 4.0.2Recognising and Responding to Deprivations of LibertyApril 11, 2025

5.Universal Procedures (used by all teams)

1. 5.0.1Equality, Diversity and Human RightsOctober 13, 2025
2. 5.0.2Financial AssessmentOctober 13, 2025
3. 5.0.3Direct Payments
   Updated
   October 13, 2025
4. 5.0.4Assistive Technology and TelecareOctober 13, 2025
5. 5.0.5Professional Curiosity
   Updated
   October 13, 2025
6. 5.0.6Risk Assessment
   Updated
   October 13, 2025
7. 5.0.7Lone WorkingNovember 8, 2022
8. 5.0.8Joint WorkNovember 22, 2022
9. 5.0.9Co-productionOctober 13, 2025
10. 5.0.10Interpreter and Translation Services
    Updated
    October 13, 2025
11. 5.0.11Death of a Person or CarerOctober 24, 2024

6.Specialist Procedures

1. 6.0.1Deputyship and Financial AffairsApril 11, 2025
2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureApril 11, 2025
3. 6.0.3Housing and HomelessnessOctober 13, 2025
4. 6.0.4CareCubed ProcedureApril 17, 2024
5. 6.0.5Joint Packages of Health and Social CareApril 11, 2025
6. 6.0.6NHS Continuing Healthcare ProcedureOctober 13, 2025
7. 6.0.7NHS-funded Nursing Care Procedure (FNC)October 24, 2024
8. 6.0.8End of Life Procedures and Practice GuidanceApril 11, 2025
9. 6.0.9Legal ServicesNovember 8, 2022
10. 6.0.10Ordinary Residence ProcedureApril 17, 2024
11. 6.0.11Continuity of Care ArrangementsOctober 24, 2024
12. 6.0.12Cross Border PlacementsOctober 24, 2024
13. 6.0.13Protecting Moveable Property
    Updated
    October 13, 2025
14. 6.0.14No Recourse to Public Funds (NRPF)
    Updated
    October 13, 2025
15. 6.0.15Prisons and Approved Premises
    Updated
    October 13, 2025
16. 6.0.16Acting as an Appropriate Adult
    Updated
    October 13, 2025
17. 6.0.17Working Effectively with Parents and Children's Services
    Updated
    October 13, 2025

7.First Point of Contact

1. 7.0.1Receiving a Contact or ReferralOctober 24, 2024
2. 7.0.2Deciding the Outcome of a Contact or ReferralOctober 13, 2025
3. 7.0.3Actions and Next StepsApril 11, 2025
4. 7.0.4Monitoring Urgent or Interim Support and ServicesOctober 24, 2024

8.Reablement

8.1Arranging Reablement

1. 8.1.1The Reablement PlanOctober 13, 2025
2. 8.1.2Arranging the Reablement ServiceNovember 8, 2022
3. 8.1.3Direct Support to Use EquipmentOctober 24, 2024

8.2Monitoring and Reviewing Reablement

1. 8.2.1Monitoring ReablementApril 17, 2024
2. 8.2.2Monitoring Actions (Reablement)October 13, 2025
3. 8.2.3The Reablement ReviewOctober 13, 2025
4. 8.2.4Deciding the Outcome of a Reablement Review and Making a Formal RecordNovember 8, 2022
5. 8.2.5Actions Following a Reablement ReviewOctober 13, 2025

9.Occupational Therapy

9.1Establishing Needs

1. 9.1.1Introduction, Legal Requirements and Tools (Occupational Therapy)October 24, 2024
2. 9.1.2Preparing to Establish Needs (Occupational Therapy)April 11, 2025
3. 9.1.3The Skilled Conversation (Occupational Therapy)October 13, 2025
4. 9.1.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)November 30, 2022
5. 9.1.5Establishing Likely Eligibility for a Disabled Facilities GrantNovember 30, 2022
6. 9.1.6Understanding and Applying Eligibility Criteria (Occupational Therapy)October 13, 2025
7. 9.1.7Communicating the Outcome and Next Steps (Occupational Therapy)October 13, 2025

9.2Meeting Needs

1. 9.2.1Establishing Ordinary Residence (Occupational Therapy)November 8, 2022
2. 9.2.2Requesting a Financial AssessmentApril 17, 2024
3. 9.2.3Applying for a Disabled Facilities GrantApril 17, 2024
4. 9.2.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 8, 2022
5. 9.2.5Providing EquipmentOctober 24, 2024
6. 9.2.6Direct Support to Use EquipmentOctober 24, 2024

9.3Monitoring and Review

1. 9.3.1Monitoring and ReviewOctober 13, 2025

10.Hospital Social Work

10.1Discharge to Assess

1. 10.1.1Discharge to Assess (Home First)October 24, 2024
2. 10.1.2Monitoring Urgent or Interim Support and ServicesOctober 24, 2024

10.2Establishing Needs

1. 10.2.1Introduction, Legal Requirements and ToolsOctober 24, 2024
2. 10.2.2Preparing to Establish NeedsApril 11, 2025
3. 10.2.3The Skilled ConversationOctober 13, 2025
4. 10.2.4Agreeing Needs and Making a Formal RecordNovember 8, 2022
5. 10.2.5Understanding and Applying Eligibility CriteriaOctober 13, 2025
6. 10.2.6Communicating the Outcome and Next StepsOctober 13, 2025

10.3Meeting Needs

1. 10.3.1Establishing Ordinary ResidenceApril 11, 2025
2. 10.3.2Requesting a Financial AssessmentApril 17, 2024
3. 10.3.3Setting an Indicative BudgetOctober 24, 2024
4. 10.3.4Care and Support Planning
   Updated
   October 13, 2025
5. 10.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 24, 2024
6. 10.3.6Arranging Support and ServicesApril 11, 2025

10.4Reviewing Support and Services

1. 10.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 24, 2024
2. 10.4.2Preparing to Carry out a Care and Support Plan ReviewApril 11, 2025
3. 10.4.3The Review Conversation
   Updated
   October 13, 2025
4. 10.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 30, 2022
5. 10.4.5Actions Following a Care and Support Plan ReviewOctober 13, 2025
6. 10.4.6Reviewing a Direct Payment

11.Social Work (used by all teams)

11.1Establishing Needs

1. 11.1.1Introduction, Legal Requirements and ToolsOctober 24, 2024
2. 11.1.2Preparing to Establish NeedsApril 11, 2025
3. 11.1.3The Skilled ConversationOctober 13, 2025
4. 11.1.4Agreeing Needs and Making a Formal RecordNovember 8, 2022
5. 11.1.5Understanding and Applying Eligibility CriteriaOctober 13, 2025
6. 11.1.6Communicating the Outcome and Next StepsOctober 13, 2025

11.2Meeting Needs

1. 11.2.1Establishing Ordinary ResidenceApril 11, 2025
2. 11.2.2Requesting a Financial AssessmentApril 17, 2024
3. 11.2.3Setting an Indicative BudgetOctober 24, 2024
4. 11.2.4Care and Support Planning
   Updated
   October 13, 2025
5. 11.2.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 24, 2024
6. 11.2.6Arranging Support and ServicesApril 11, 2025

11.3Reviewing Support and Services

1. 11.3.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 24, 2024
2. 11.3.2Preparing to Carry out a Care and Support Plan ReviewApril 11, 2025
3. 11.3.3The Review Conversation
   Updated
   October 13, 2025
4. 11.3.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 30, 2022
5. 11.3.5Actions Following a Care and Support Plan ReviewOctober 13, 2025
6. 11.3.6Monitoring Urgent or Interim Support and ServicesOctober 24, 2024
7. 11.3.7Reviewing a Direct Payment

12.Mental Health Resources

1. 12.0.1Understanding the Mental Health Act 1983April 11, 2025
2. 12.0.2Mental Health and Wellbeing ServicesSeptember 8, 2023
3. 12.0.3Community Mental Health FrameworkOctober 24, 2023
4. 12.0.4Social Circumstances ReportOctober 24, 2024
5. 12.0.5Section 117 AftercareOctober 24, 2024

13.AMHP Procedure

1. 13.0.1AMHP Procedure
   Updated
   April 11, 2025

14.Carers Procedure

14.1Establishing Needs

1. 14.1.1Introduction, Legal Requirements and Tools (Carers)October 24, 2024
2. 14.1.2Preparing to Establish Needs (Carers)October 24, 2024
3. 14.1.3The Skilled Conversation (Carers)
   Updated
   October 13, 2025
4. 14.1.4Agreeing Needs and Making a Formal Record (Carers)November 8, 2022
5. 14.1.5Understanding and Applying Eligibility Criteria (Carers)October 13, 2025
6. 14.1.6Communicating the Outcome and Next Steps (Carers)October 13, 2025

14.2Meeting Needs

1. 14.2.1Establishing Ordinary ResidenceApril 11, 2025
2. 14.2.2Support PlanningOctober 13, 2025
3. 14.2.3Signing off a Support Plan and Agreeing a Final Personal BudgetOctober 24, 2024
4. 14.2.4Arranging Support and ServicesApril 11, 2025

14.3Reviewing Support and Services

1. 14.3.1Legal Requirements of a Support Plan Review and ToolsOctober 24, 2024
2. 14.3.2Preparing to Carry out a Support Plan ReviewOctober 24, 2024
3. 14.3.3The Review Conversation (Carers)
   Updated
   October 13, 2025
4. 14.3.4Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 8, 2022
5. 14.3.5Actions Following a Support Plan ReviewOctober 13, 2025
6. 14.3.6Monitoring Urgent or Interim Support and ServicesOctober 24, 2024