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.Deprivation of Liberty

1. 3.0.1Recognising and Responding to Deprivations of LibertyJanuary 12, 2024
2. 3.0.2Deprivation of Liberty Safeguards ProcedureJanuary 12, 2024

4.Safeguarding Adults

1. 4.0.1Safeguarding AdultsJanuary 12, 2024

5.Charging & Financial Assessment

1. 5.0.1Charging & Financial Assessment ProcedureJanuary 12, 2024

6.Contact and Referral

1. 6.0.1Using the Contact and Referral ProceduresJanuary 12, 2024
2. 6.0.2Receiving a Contact or ReferralJanuary 12, 2024
3. 6.0.3Deciding the Outcome of a Contact or ReferralJanuary 12, 2024
4. 6.0.4Actions and Next StepsJanuary 12, 2024
5. 6.0.5Monitoring Urgent or Interim Support and ServicesJanuary 12, 2024

7.Technology Enabled Care

1. 7.0.1Technology Enabled CareJanuary 12, 2024

8.Enablement

8.1Introduction and Using these Procedures

1. 8.1.1Introduction and Using these Procedures (Enablement)January 12, 2024

8.2Contact and Referral

1. 8.2.1Contact and Referral

8.3Assessment and Eligibility Criteria

1. 8.3.1Assessment and Eligibility Criteria

8.4Enablement Planning

1. 8.4.1The Enablement PlanJanuary 12, 2024
2. 8.4.2Arranging the Enablement ServiceJanuary 12, 2024

8.5Monitoring and Reviewing Enablement

1. 8.5.1Monitoring EnablementJanuary 12, 2024
2. 8.5.2Monitoring ActionsJanuary 12, 2024
3. 8.5.3The Enablement ReviewJanuary 12, 2024
4. 8.5.4Deciding the Outcome of an Enablement Review and Making a Formal RecordJanuary 12, 2024
5. 8.5.5Actions Following an Enablement ReviewJanuary 12, 2024

9.Assessment and Eligibility Criteria

9.1Using the Assessment and Eligibility Criteria Procedures

1. 9.1.1Using the Assessment and Eligibility Criteria ProceduresJanuary 12, 2024

9.2Discharge to Assess

1. 9.2.1Discharge to Assess (Home First)January 12, 2024
2. 9.2.2Monitoring Urgent or Interim Support and ServicesJanuary 12, 2024

9.3Preparing to Establishing Needs

1. 9.3.1Introduction, Legal Requirements and ToolsJanuary 12, 2024
2. 9.3.2Preparing to Establish NeedsJanuary 12, 2024

9.4Establishing Needs

1. 9.4.1The Skilled ConversationJanuary 12, 2024
2. 9.4.2Agreeing Needs and Making a Formal RecordJanuary 12, 2024
3. 9.4.3Agreeing Enablement Needs, Making a Formal Record and Next StepsJanuary 12, 2024

9.5Eligibility Criteria

1. 9.5.1Understanding and Applying Eligibility CriteriaJanuary 12, 2024

9.6Next Steps

1. 9.6.1Communicating the Outcome and Next StepsJanuary 12, 2024
2. 9.6.2Communicating the Outcome and Next Steps (Occupational Therapy)January 12, 2024
3. 9.6.3Establishing Ordinary ResidenceJanuary 12, 2024
4. 9.6.4Requesting a Financial AssessmentJanuary 12, 2024

10.Care & Support / Support Planning and Review

10.1Care and Support / Support Plans & Personal Budgets

1. 10.1.1Setting an Indicative BudgetJanuary 12, 2024
2. 10.1.2Care and Support / Support PlanningJanuary 12, 2024
3. 10.1.3Signing Off a Plan and Agreeing a Final Personal BudgetJanuary 12, 2024

10.2Direct Payments

1. 10.2.1Direct PaymentsJanuary 12, 2024

10.3Arranging Support and Services

1. 10.3.1Arranging Support and ServicesJanuary 12, 2024
2. 10.3.2Commissioning and Brokerage ProceduresJanuary 12, 2024

10.4Reviewing a Care and Support / Support Plan

1. 10.4.1Legal Requirements of a Care and Support / Support Plan Review and ToolsJanuary 12, 2024
2. 10.4.2Preparing to Carry out a Care and Support / Support Plan ReviewJanuary 12, 2024
3. 10.4.3The Full Review ConversationJanuary 12, 2024
4. 10.4.4The Light Touch Review ConversationJanuary 12, 2024
5. 10.4.5Actions Following a Care and Support Plan ReviewJanuary 12, 2024
6. 10.4.6Monitoring Urgent or Interim Support and ServicesJanuary 12, 2024
7. 10.4.7Reviewing a Direct Payment

10.5Risk and Protection of Property

1. 10.5.1Risk AssessmentJanuary 12, 2024
2. 10.5.2Protecting Moveable Property and BelongingsJanuary 12, 2024

11.Occupational Therapy Resources

11.1Contact and Referral

1. 11.1.1Contact and Referral

11.2Assessment and Eligibility Criteria

1. 11.2.1Assessment and Eligibility Criteria

11.3Equipment and Adaptations

1. 11.3.1Equipment in a Care HomeNovember 3, 2021
2. 11.3.2Providing Direct SupportNovember 3, 2021
3. 11.3.3Equipped for Independence Policy and Practice Guidance

11.4Review

1. 11.4.1Monitoring and ReviewJanuary 12, 2024

12.Mental Health

1. 12.0.1Understanding the Mental Health Act 1983January 12, 2024
2. 12.0.2Social Circumstances ReportOctober 16, 2023
3. 12.0.3Section 117 AftercareNovember 25, 2022
4. 12.0.4Community Mental Health FrameworkAugust 16, 2023
5. 12.0.5AMHP ProcedureJanuary 12, 2024

13.Transition to Adult Care and Support

13.1Deciding Whether to Start Transition

1. 13.1.1Deciding Whether to Start TransitionApril 24, 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)November 9, 2021
2. 13.2.2Preparing to Establish Needs (Child's Needs Assessment)January 12, 2024
3. 13.2.3The Skilled Conversation (Child's Needs Assessment)November 9, 2021
4. 13.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)July 21, 2023

13.3Carer's Transition Assessments

1. 13.3.1Introduction, Legal Requirements and Tools (Carer's Transition)November 9, 2021
2. 13.3.2Preparing to Establish the Needs of Parent CarersJanuary 12, 2024
3. 13.3.3Preparing to Establish the Needs of Young CarersJanuary 12, 2024
4. 13.3.4The Skilled Conversation (Parent Carers)September 27, 2021
5. 13.3.5The Skilled Conversation (Young Carers)January 12, 2024
6. 13.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)April 12, 2022

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 PlanJanuary 12, 2024
3. 13.4.3Reviewing a Transition PlanJuly 21, 2023
4. 13.4.4Reviewing an Education, Health and Care Plan (from 18 years)January 12, 2024
5. 13.4.5Adult Care and Support FunctionsJanuary 12, 2024

14.CHC, Prisons, External Providers and Housing

14.1Joint Work

1. 14.1.1Joint WorkJanuary 12, 2024

14.2Continuing Healthcare

1. 14.2.1NHS Continuing Healthcare ProcedureJanuary 12, 2024
2. 14.2.2NHS-funded Nursing Care Procedure (FNC)January 12, 2024
3. 14.2.3Joint Packages of Health and Social CareJanuary 12, 2024

14.3Prisons

1. 14.3.1Prisons and Approved PremisesJanuary 12, 2024

14.4External Providers & Housing

1. 14.4.1External ProvidersJanuary 12, 2024
2. 14.4.2HousingJanuary 12, 2024

15.Universal Procedures (used by all teams)

1. 15.0.1Equality, Diversity and Human RightsJanuary 12, 2024
2. 15.0.2Recording and Keeping RecordsSeptember 23, 2022
3. 15.0.3Providing Information about a Person or CarerSeptember 23, 2022
4. 15.0.4Risk AssessmentJanuary 12, 2024
5. 15.0.5Lone WorkingJanuary 12, 2024
6. 15.0.6Joint WorkJanuary 12, 2024
7. 15.0.7Recognising and Responding to Deprivations of LibertyJanuary 12, 2024
8. 15.0.8Social Media (use of)January 12, 2024
9. 15.0.9Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
10. 15.0.10Interpreter and Translation ServicesNovember 3, 2021
11. 15.0.11Death of a Person or CarerSeptember 21, 2021

16.Specialist Procedures

1. 16.0.1Deputyship and Financial AffairsJanuary 12, 2024
2. 16.0.2Debt Respite Scheme (Breathing Spaces) ProcedureJanuary 12, 2024
3. 16.0.3Joint Packages of Health and Social CareJanuary 12, 2024
4. 16.0.4NHS Continuing Healthcare ProcedureJanuary 12, 2024
5. 16.0.5NHS-funded Nursing Care Procedure (FNC)January 12, 2024
6. 16.0.6End of Life Procedures and Practice GuidanceSeptember 12, 2023
7. 16.0.7Legal ServicesJanuary 12, 2024
8. 16.0.8Ordinary Residence ProcedureJanuary 12, 2024
9. 16.0.9Continuity of Care ArrangementsJanuary 12, 2024
10. 16.0.10Cross Border PlacementsJuly 22, 2022
11. 16.0.11Protecting Moveable Property and BelongingsJanuary 12, 2024
12. 16.0.12Service Interruptions and Provider FailureSeptember 22, 2021
13. 16.0.13No Recourse to Public Funds (NRPF)January 12, 2024
14. 16.0.14Prisons and Approved PremisesJanuary 12, 2024
15. 16.0.15Acting as an Appropriate AdultOctober 15, 2023