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 AdultsDecember 16, 2025

4.Deprivation of Liberty

1. 4.0.1Deprivation of Liberty Safeguards ProcedureDecember 16, 2025
2. 4.0.2Recognising and Responding to Deprivations of LibertyJune 13, 2025

5.Charging and Financial Assessment

1. 5.0.1Charging and Financial AssessmentDecember 16, 2025

6.Contact and Referral

1. 6.0.1Receiving a Contact or ReferralJune 13, 2025
2. 6.0.2Deciding the Outcome of a Contact or ReferralDecember 16, 2025
3. 6.0.3Actions and Next StepsJune 13, 2025
4. 6.0.4Monitoring Urgent or Interim Support and ServicesJune 13, 2024

7.Technology Enabled Care

1. 7.0.1Technology Enabled CareDecember 16, 2025

8.Reablement

8.1Contact and Referral

1. 8.1.1Contact and Referral - please see Section 6 above.

8.2Assessment and Eligibility Criteria

1. 8.2.1Assessment and Eligibility Criteria - please see Section 9 below.

8.3Reablement Planning

1. 8.3.1The Reablement PlanDecember 16, 2025
2. 8.3.2Arranging the Reablement ServiceDecember 16, 2024

8.4Monitoring and Reviewing Reablement

1. 8.4.1Monitoring ReablementJune 13, 2024
2. 8.4.2Monitoring Actions (Reablement)December 16, 2025
3. 8.4.3The Reablement ReviewJune 13, 2025
4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordJune 13, 2022
5. 8.4.5Actions Following a Reablement ReviewDecember 16, 2025

9.Assessment and Eligibility Criteria

9.1Discharge to Assess

1. 9.1.1Discharge to AssessJune 13, 2024
2. 9.1.2Monitoring Urgent or Interim Support and ServicesJune 13, 2024

9.2Preparing to Establish Needs

1. 9.2.1Introduction, Legal Requirements and ToolsJune 13, 2024
2. 9.2.2Preparing to Establish NeedsJune 13, 2025

9.3Establishing Needs

1. 9.3.1The Skilled ConversationDecember 16, 2025
2. 9.3.2Agreeing Needs and Making a Formal RecordJune 13, 2022
3. 9.3.3Agreeing Needs, Making a Formal Record and Next Steps (Reablement)June 13, 2022

9.4Eligibility Criteria

1. 9.4.1Understanding and Applying Eligibility CriteriaDecember 16, 2025
2. 9.4.2Establishing Likely Eligibility for a Disabled Facilities GrantDecember 14, 2023

9.5Next Steps

1. 9.5.1Communicating the Outcome and Next StepsDecember 16, 2025
2. 9.5.2Communicating the Outcome and Next Steps (Occupational Therapy)December 16, 2025
3. 9.5.3Establishing Ordinary ResidenceJune 13, 2022
4. 9.5.4Requesting a Financial AssessmentJune 13, 2024

10.Care & Support Planning and Review

10.1Care and Support/Support Plans & Personal Budgets

1. 10.1.1Setting an Indicative BudgetDecember 16, 2024
2. 10.1.2Care and Support/Support PlanningDecember 16, 2025
3. 10.1.3Signing Off a Care and Support/Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024

10.2Direct Payments

1. 10.2.1Direct PaymentsDecember 16, 2025

10.3Arranging Support and Services

1. 10.3.1Arranging Support and ServicesDecember 16, 2024

10.4Reviewing Support and Services

1. 10.4.1Legal Requirements of a Care and Support/Support Plan Review and ToolsDecember 16, 2024
2. 10.4.2Preparing to Carry out a Care and Support/Support Plan ReviewJune 13, 2025
3. 10.4.3The Review ConversationDecember 16, 2025
4. 10.4.4Deciding the Outcome of a Care and Support/Support Plan Review and Making a Formal RecordJune 13, 2022
5. 10.4.5Actions Following a Care and Support/Support Plan ReviewDecember 16, 2025
6. 10.4.6Monitoring Urgent or Interim Support and ServicesJune 13, 2024
7. 10.4.7Reviewing a Direct Payment

11.Occupational Therapy

11.1Contact and Referral

1. 11.1.1Contact and Referral - please see Section 6 above.

11.2Assessment and Eligibility Criteria

1. 11.2.1Assessment and Eligibility Criteria - please see Section 9 above.

11.3Equipment and Adaptations

1. 11.3.1Applying for a Disabled Facilities GrantDecember 14, 2023
2. 11.3.2The Outcome of the Disabled Facilities Grant Application and Next StepsJune 13, 2022
3. 11.3.3Providing EquipmentJune 13, 2024
4. 11.3.4Equipment in a Care HomeJune 13, 2024
5. 11.3.5Providing Direct SupportJune 13, 2024

11.4Monitoring and Review

1. 11.4.1Monitoring and ReviewDecember 16, 2025

12.Mental Health

12.1Mental Health Resources and Procedures

1. 12.1.1Key Resources for Mental Health June 13, 2022
2. 12.1.2Understanding the Mental Health Act 1983June 13, 2025
3. 12.1.3Community Mental Health FrameworkDecember 14, 2023
4. 12.1.4Section 117 AftercareJune 13, 2024
5. 12.1.5Social Circumstances ReportDecember 16, 2024
6. 12.1.6AMHP ProcedureDecember 16, 2024

13.Preparing for Adulthood

13.1Deciding Whether to Start Transition

1. 13.1.1Deciding Whether to Start TransitionDecember 14, 2023
2. 13.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
3. 13.1.3Recording the Decision and Next StepsNovember 3, 2021

13.2Child's Needs Assessment

1. 13.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)June 13, 2024
2. 13.2.2Preparing to Establish Needs (Child's Needs Assessment)June 13, 2024
3. 13.2.3The Skilled Conversation (Child's Needs Assessment)December 16, 2025
4. 13.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)December 14, 2023

13.3Carer's Transition Assessments

1. 13.3.1Introduction, Legal Requirements and Tools (Carer's Transition)June 13, 2024
2. 13.3.2Preparing to Establish the Needs of Parent CarersJune 13, 2024
3. 13.3.3Preparing to Establish the Needs of Young CarersJune 13, 2024
4. 13.3.4The Skilled Conversation (Parent Carers)June 13, 2022
5. 13.3.5The Skilled Conversation (Young Carers)December 16, 2025
6. 13.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)June 13, 2024

13.4Transition Planning and Review

1. 13.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
2. 13.4.2The Transition PlanJune 13, 2024
3. 13.4.3Reviewing a Transition PlanJune 13, 2024
4. 13.4.4Reviewing an Education, Health and Care Plan (from 18 years)December 16, 2025

14.Universal Procedures (used by all teams)

1. 14.0.1Equality, Diversity and Human RightsDecember 16, 2025
2. 14.0.2Recording and Keeping RecordsDecember 16, 2025
3. 14.0.3Providing Information about a Person or CarerDecember 16, 2025
4. 14.0.4Professional CuriosityDecember 16, 2025
5. 14.0.5Risk AssessmentDecember 16, 2025
6. 14.0.6Lone WorkingDecember 14, 2022
7. 14.0.7Joint WorkDecember 14, 2022
8. 14.0.8Co-ProductionDecember 16, 2025
9. 14.0.9Social Media (use of)December 16, 2025
10. 14.0.10Storage of Data on Practitioners' Mobile DevicesDecember 16, 2025
11. 14.0.11Interpreter and Translation ServicesDecember 16, 2025
12. 14.0.12Death of a Person or CarerDecember 16, 2024

15.Specialist Procedures

1. 15.0.1Deputyship and Financial AffairsJune 13, 2025
2. 15.0.2Debt Respite Scheme (Breathing Spaces) ProcedureDecember 16, 2025
3. 15.0.3Housing and HomelessnessDecember 16, 2025
4. 15.0.4Joint Packages of Health and Social CareDecember 16, 2024
5. 15.0.5NHS Continuing Healthcare ProcedureDecember 16, 2025
6. 15.0.6NHS-funded Nursing Care Procedure (FNC)June 13, 2024
7. 15.0.7End of Life Procedures and Practice GuidanceJune 13, 2025
8. 15.0.8Legal ServicesNovember 22, 2021
9. 15.0.9Ordinary Residence ProcedureJune 13, 2024
10. 15.0.10Continuity of Care ArrangementsJune 13, 2024
11. 15.0.11Cross Border PlacementsJune 13, 2024
12. 15.0.12Protecting Moveable PropertyJune 13, 2025
13. 15.0.13Service Interruptions and Provider FailureJune 13, 2024
14. 15.0.14No Recourse to Public Funds (NRPF)December 16, 2025
15. 15.0.15Prisons and Approved PremisesDecember 16, 2025
16. 15.0.16Acting as an Appropriate AdultDecember 16, 2025
17. 15.0.17Working Effectively with Parents and Children's ServicesDecember 16, 2025