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1.The Care Act 2014 Resource

  1. 1.0.1The Care Act 2014

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 1, 2024
  2. 3.0.2Recognising and Responding to Deprivations of LibertyJanuary 6, 2025

4.Universal Procedures (used by all teams)

  1. 4.0.1Equality, Diversity and Human RightsJanuary 6, 2025
  2. 4.0.2Recording and Keeping RecordsJanuary 6, 2025
  3. 4.0.3Providing Information about a Person or CarerJanuary 6, 2025
  4. 4.0.4Financial AssessmentJuly 1, 2024
  5. 4.0.5Commissioning and Brokerage ProceduresJanuary 5, 2024
  6. 4.0.6Direct PaymentsJanuary 6, 2025
  7. 4.0.7Technology Enabled Care (including City Wide Alarms)January 5, 2024
  8. 4.0.8Risk AssessmentJuly 1, 2024
  9. 4.0.9Lone WorkingJanuary 5, 2024
  10. 4.0.10Joint WorkNovember 3, 2021
  11. 4.0.11Social Media (use of)July 1, 2024
  12. 4.0.12Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  13. 4.0.13Interpreter and Translation ServicesJuly 1, 2024
  14. 4.0.14Death of a Person or CarerJanuary 6, 2025

5.Specialist Procedures

  1. 5.0.1Individual Service FundsAugust 16, 2023
  2. 5.0.2Deputyship and Financial AffairsJanuary 6, 2025
  3. 5.0.3Debt Respite Scheme (Breathing Spaces) ProcedureJuly 1, 2024
  4. 5.0.4Minor Works and Low Level EquipmentJanuary 5, 2024
  5. 5.0.5Joint Packages of Health and Social CareJanuary 6, 2025
  6. 5.0.6NHS Continuing Healthcare ProcedureJanuary 6, 2025
  7. 5.0.7NHS-funded Nursing Care Procedure (FNC)July 1, 2024
  8. 5.0.8End of Life Procedures and Practice GuidanceJanuary 6, 2025
  9. 5.0.9Legal ServicesNovember 22, 2021
  10. 5.0.10Ordinary Residence ProcedureJanuary 5, 2024
  11. 5.0.11Continuity of Care ArrangementsJuly 1, 2024
  12. 5.0.12Cross Border PlacementsJuly 1, 2024
  13. 5.0.13Protecting Moveable Property and BelongingsNovember 4, 2021
  14. 5.0.14Service Interruptions and Provider FailureJuly 1, 2024
  15. 5.0.15No Recourse to Public Funds (NRPF)January 5, 2024
  16. 5.0.16Prisons and Approved PremisesJuly 1, 2024
  17. 5.0.17Acting as an Appropriate AdultJanuary 5, 2024

6.Access, Mental Health and Wellbeing Service

  1. 6.0.1About the Access, Mental Health and Wellbeing ServiceJanuary 5, 2024

7.First Contact and Multi-Agency Safeguarding Services

7.1Contacts and Referrals

  1. 7.1.1Receiving a Contact or ReferralJuly 1, 2024
  2. 7.1.2Deciding the Outcome of a Contact or Referral (First Contact)January 6, 2025
  3. 7.1.3Actions and Next Steps (First Contact)January 6, 2025
  4. 7.1.4Monitoring Urgent or Interim Support and ServicesJuly 1, 2024

7.2Safeguarding Adults

  1. 7.2.1Safeguarding AdultsJuly 1, 2024

8.Specialist Mental Health Services

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralJuly 1, 2024
  2. 8.1.2Deciding the Outcome of a Contact or ReferralJanuary 6, 2025
  3. 8.1.3Actions and Next StepsJanuary 6, 2025

8.2Establishing Needs

  1. 8.2.1Introduction, Legal Requirements and ToolsJuly 1, 2024
  2. 8.2.2Preparing to Establish NeedsJuly 1, 2024
  3. 8.2.3The Skilled ConversationJanuary 6, 2025
  4. 8.2.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 8.2.5Understanding and Applying Eligibility CriteriaJanuary 6, 2025
  6. 8.2.6Communicating the Outcome and Next StepsJanuary 5, 2024

8.3Meeting Needs

  1. 8.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 8.3.2Requesting a Financial AssessmentJuly 1, 2024
  3. 8.3.3Setting an Indicative BudgetJanuary 6, 2025
  4. 8.3.4Care and Support PlanningJanuary 6, 2025
  5. 8.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 6, 2025
  6. 8.3.6Arranging Support and ServicesJanuary 6, 2025

8.4Reviewing Support and Services

  1. 8.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 6, 2025
  2. 8.4.2Preparing to Carry out a Care and Support Plan ReviewJuly 1, 2024
  3. 8.4.3The Full Review ConversationJanuary 6, 2025
  4. 8.4.4The Light Touch Review ConversationJanuary 6, 2025
  5. 8.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 1, 2024
  6. 8.4.6Actions Following a Care and Support Plan ReviewJuly 1, 2024
  7. 8.4.7Monitoring Urgent or Interim Support and ServicesJuly 1, 2024
  8. 8.4.8Reviewing a Direct Payment

8.5AMHP

  1. 8.5.1AMHP ProcedureNovember 3, 2021

8.6Deprivation of Liberty Safeguards

  1. 8.6.1Deprivation of Liberty Safeguards ProcedureJanuary 6, 2025

8.7Functions Under the Mental Health Act 1983

  1. 8.7.1Understanding the Mental Health Act 1983January 6, 2025
  2. 8.7.2Social Circumstances ReportJuly 1, 2024
  3. 8.7.3Section 117 AftercareJanuary 6, 2025
  4. 8.7.4Community Mental Health FrameworkAugust 16, 2023

8.8Prisons and Approved Premises

  1. 8.8.1Prisons and Approved PremisesJuly 1, 2024

9.Community Recovery Mental Health Services

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralJuly 1, 2024
  2. 9.1.2Deciding the Outcome of a Contact or ReferralJanuary 6, 2025
  3. 9.1.3Actions and Next StepsJanuary 6, 2025

9.2Establishing Needs

  1. 9.2.1Introduction, Legal Requirements and ToolsJuly 1, 2024
  2. 9.2.2Preparing to Establish NeedsJuly 1, 2024
  3. 9.2.3The Skilled ConversationJanuary 6, 2025
  4. 9.2.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 9.2.5Understanding and Applying Eligibility CriteriaJanuary 6, 2025
  6. 9.2.6Communicating the Outcome and Next StepsJanuary 5, 2024

9.3Meeting Needs

  1. 9.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 9.3.2Requesting a Financial AssessmentJuly 1, 2024
  3. 9.3.3Setting an Indicative BudgetJanuary 6, 2025
  4. 9.3.4Care and Support PlanningJanuary 6, 2025
  5. 9.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 6, 2025
  6. 9.3.6Arranging Support and ServicesJanuary 6, 2025

9.4Reviewing Support and Services

  1. 9.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 6, 2025
  2. 9.4.2Preparing to Carry out a Care and Support Plan ReviewJuly 1, 2024
  3. 9.4.3The Full Review ConversationJanuary 6, 2025
  4. 9.4.4The Light Touch Review ConversationJanuary 6, 2025
  5. 9.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 1, 2024
  6. 9.4.6Actions Following a Care and Support Plan ReviewJuly 1, 2024
  7. 9.4.7Monitoring Urgent or Interim Support and ServicesJuly 1, 2024
  8. 9.4.8Reviewing a Direct Payment

9.5Functions under the Mental Health Act

  1. 9.5.1Understanding the Mental Health Act 1983January 6, 2025
  2. 9.5.2Social Circumstances ReportJuly 1, 2024
  3. 9.5.3Section 117 AftercareJanuary 6, 2025
  4. 9.5.4Community Mental Health FrameworkAugust 16, 2023

10.Living and Ageing Well (Short Term Support) Service

  1. 10.0.1About the Living and Ageing Well (Short Term Support) ServiceJanuary 5, 2024

11.Occupational Therapy and Adapted Housing

11.1Using these Procedures

  1. 11.1.1Using these Procedures (Occupational Therapy and Adapted Housing)January 5, 2024

11.2Contact and Referral

  1. 11.2.1Receiving a Contact or ReferralJuly 1, 2024
  2. 11.2.2Deciding the Outcome of a Contact or Referral (OT and Adapted Housing)January 6, 2025
  3. 11.2.3Actions and Next Steps (OT and Adapted Housing)July 1, 2024

11.3Establishing Needs

  1. 11.3.1Introduction, Legal Requirements and Tools (OT and Adapted Housing)July 1, 2024
  2. 11.3.2Preparing to Establish Needs (OT and Adapted Housing)July 1, 2024
  3. 11.3.3The Skilled Conversation (OT and Adapted Housing)January 6, 2025
  4. 11.3.4Agreeing Needs, Making a Formal Record and Next Steps (OT and Adapted Housing)July 1, 2024
  5. 11.3.5Establishing Likely Eligibility for a Disabled Facilities GrantApril 24, 2023
  6. 11.3.6Understanding and Applying Eligibility Criteria (Occupational Therapy)January 6, 2025
  7. 11.3.7Communicating the Outcome and Next Steps (Occupational Therapy)July 1, 2024

11.4Meeting Needs

  1. 11.4.1Establishing Ordinary Residence (OT and Adapted Housing)January 5, 2024
  2. 11.4.2Requesting a Financial AssessmentJuly 1, 2024
  3. 11.4.3Applying for a Disabled Facilities GrantJanuary 5, 2024
  4. 11.4.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
  5. 11.4.5Providing EquipmentJuly 1, 2024
  6. 11.4.6Equipment in a Care HomeJuly 1, 2024
  7. 11.4.7Providing Direct SupportJuly 1, 2024

11.5Monitoring and Review

  1. 11.5.1Monitoring and ReviewJanuary 5, 2024

12.Short Term Intervention Service

12.1Contact and Referral

  1. 12.1.1Receiving a Contact or ReferralJuly 1, 2024
  2. 12.1.2Deciding the Outcome of a Contact or Referral (Short Term Intervention Service)January 6, 2025
  3. 12.1.3Actions and Next Steps (Short Term Intervention Service)July 1, 2024

12.2Establishing Needs

  1. 12.2.1Introduction, Purpose and Tools (Short Term Intervention Service)July 1, 2024
  2. 12.2.2Preparing to Establish Needs (Short Term Intervention Service)July 1, 2024
  3. 12.2.3The Skilled Conversation (Short Term Intervention Service)January 6, 2025
  4. 12.2.4Agreeing Needs, Making a Formal Record and Next Steps (Short Term Intervention Service)January 5, 2024

12.3Meeting Needs

  1. 12.3.1The Reablement PlanJuly 1, 2024
  2. 12.3.2Arranging the Reablement ServiceJanuary 5, 2024

12.4Monitoring and Reviewing Reablement

  1. 12.4.1Monitoring ReablementJuly 1, 2024
  2. 12.4.2Monitoring Actions (Short Term Intervention Service)January 5, 2024
  3. 12.4.3The Reablement ReviewJuly 1, 2024
  4. 12.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordJanuary 5, 2024
  5. 12.4.5Actions Following a Reablement ReviewJanuary 5, 2024

13.City Wide Care Alarms and Enablement Team

  1. 13.0.1Technology Enabled Care (including City Wide Alarms)January 5, 2024

14.Living and Ageing Well (Long Term Support) Service

  1. 14.0.1About the Living and Ageing Well (Long Term Support) ServiceJanuary 5, 2024

15.Hospital and Out of Hours Service

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or ReferralJuly 1, 2024
  2. 15.1.2Deciding the Outcome of a Contact or Referral (Hospital and Out of Hours Service)January 6, 2025
  3. 15.1.3Actions and Next Steps (Hospital and Out of Hours Service)July 1, 2024

15.2Discharge to Assess

  1. 15.2.1Discharge to Assess (Home First)July 1, 2024
  2. 15.2.2Monitoring Urgent or Interim Support and ServicesJuly 1, 2024

15.3Establishing Needs

  1. 15.3.1Introduction, Legal Requirements and ToolsJuly 1, 2024
  2. 15.3.2Preparing to Establish NeedsJuly 1, 2024
  3. 15.3.3The Skilled ConversationJanuary 6, 2025
  4. 15.3.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 15.3.5Understanding and Applying Eligibility CriteriaJanuary 6, 2025
  6. 15.3.6Communicating the Outcome and Next StepsJanuary 5, 2024

15.4Meeting Needs

  1. 15.4.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 15.4.2Requesting a Financial AssessmentJuly 1, 2024
  3. 15.4.3Setting an Indicative BudgetJanuary 6, 2025
  4. 15.4.4Care and Support PlanningJanuary 6, 2025
  5. 15.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 6, 2025
  6. 15.4.6Arranging Support and ServicesJanuary 6, 2025

15.5Reviewing Support and Services

  1. 15.5.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 6, 2025
  2. 15.5.2Preparing to Carry out a Care and Support Plan ReviewJuly 1, 2024
  3. 15.5.3The Full Review ConversationJanuary 6, 2025
  4. 15.5.4The Light Touch Review ConversationJanuary 6, 2025
  5. 15.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 1, 2024
  6. 15.5.6Actions Following a Care and Support Plan ReviewJuly 1, 2024
  7. 15.5.7Reviewing a Direct Payment

16.Care and Assessment Services

16.1Using these Procedures

  1. 16.1.1Using these Procedures (Care and Assessment Services)January 5, 2024

16.2Contact and Referral

  1. 16.2.1Receiving a Contact or ReferralJuly 1, 2024
  2. 16.2.2Deciding the Outcome of a Contact or ReferralJanuary 6, 2025
  3. 16.2.3Actions and Next StepsJanuary 6, 2025

16.3Establishing Needs

  1. 16.3.1Introduction, Legal Requirements and ToolsJuly 1, 2024
  2. 16.3.2Preparing to Establish NeedsJuly 1, 2024
  3. 16.3.3The Skilled ConversationJanuary 6, 2025
  4. 16.3.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 16.3.5Understanding and Applying Eligibility CriteriaJanuary 6, 2025
  6. 16.3.6Communicating the Outcome and Next StepsJanuary 5, 2024

16.4Meeting Needs

  1. 16.4.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 16.4.2Requesting a Financial AssessmentJuly 1, 2024
  3. 16.4.3Setting an Indicative BudgetJanuary 6, 2025
  4. 16.4.4Care and Support PlanningJanuary 6, 2025
  5. 16.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 6, 2025
  6. 16.4.6Arranging Support and ServicesJanuary 6, 2025

16.5Reviewing Support and Services

  1. 16.5.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 6, 2025
  2. 16.5.2Preparing to Carry out a Care and Support Plan ReviewJuly 1, 2024
  3. 16.5.3The Full Review ConversationJanuary 6, 2025
  4. 16.5.4The Light Touch Review ConversationJanuary 6, 2025
  5. 16.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 1, 2024
  6. 16.5.6Actions Following a Care and Support Plan ReviewJuly 1, 2024
  7. 16.5.7Monitoring Urgent or Interim Support and ServicesJuly 1, 2024
  8. 16.5.8Reviewing a Direct Payment

17.Response and Enablement

17.1Contact and Referral

  1. 17.1.1Receiving a Contact or ReferralJuly 1, 2024
  2. 17.1.2Deciding the Outcome of a Contact or ReferralJanuary 6, 2025
  3. 17.1.3Actions and Next StepsJanuary 6, 2025

17.2Establishing Needs

  1. 17.2.1Introduction, Legal Requirements and ToolsJuly 1, 2024
  2. 17.2.2Preparing to Establish NeedsJuly 1, 2024
  3. 17.2.3The Skilled ConversationJanuary 6, 2025
  4. 17.2.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 17.2.5Understanding and Applying Eligibility CriteriaJanuary 6, 2025
  6. 17.2.6Communicating the Outcome and Next StepsJanuary 5, 2024

17.3Meeting Needs

  1. 17.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 17.3.2Requesting a Financial AssessmentJuly 1, 2024
  3. 17.3.3Setting an Indicative BudgetJanuary 6, 2025
  4. 17.3.4Care and Support PlanningJanuary 6, 2025
  5. 17.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 6, 2025
  6. 17.3.6Arranging Support and ServicesJanuary 6, 2025

17.4Reviewing Support and Services

  1. 17.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 6, 2025
  2. 17.4.2Preparing to Carry out a Care and Support Plan ReviewJuly 1, 2024
  3. 17.4.3The Full Review ConversationJanuary 6, 2025
  4. 17.4.4The Light Touch Review ConversationJanuary 6, 2025
  5. 17.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 1, 2024
  6. 17.4.6Actions Following a Care and Support Plan ReviewJuly 1, 2024
  7. 17.4.7Monitoring Urgent or Interim Support and ServicesJuly 1, 2024
  8. 17.4.8Reviewing a Direct Payment

17.5City Wide Alarms

  1. 17.5.1Technology Enabled Care (including City Wide Alarms)January 5, 2024

17.6Short Term Intervention Service

  1. 17.6.1Short Term Intervention Service Procedures

18.Adult Future Options Service

  1. 18.0.1About the Adult Future Options ServiceJanuary 5, 2024

19.Continuing Healthcare Team

19.1Contact and Referral

  1. 19.1.1Receiving a Contact or ReferralJuly 1, 2024
  2. 19.1.2Deciding the Outcome of a Contact or ReferralJanuary 6, 2025
  3. 19.1.3Actions and Next StepsJanuary 6, 2025

19.2Establishing Needs

  1. 19.2.1Introduction, Legal Requirements and ToolsJuly 1, 2024
  2. 19.2.2Preparing to Establish NeedsJuly 1, 2024
  3. 19.2.3The Skilled ConversationJanuary 6, 2025
  4. 19.2.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 19.2.5Understanding and Applying Eligibility CriteriaJanuary 6, 2025
  6. 19.2.6Communicating the Outcome and Next StepsJanuary 5, 2024

19.3Meeting Needs

  1. 19.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 19.3.2Requesting a Financial AssessmentJuly 1, 2024
  3. 19.3.3Setting an Indicative BudgetJanuary 6, 2025
  4. 19.3.4Care and Support PlanningJanuary 6, 2025
  5. 19.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 6, 2025
  6. 19.3.6Arranging Support and ServicesJanuary 6, 2025

19.4Reviewing Support and Services

  1. 19.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 6, 2025
  2. 19.4.2Preparing to Carry out a Care and Support Plan ReviewJuly 1, 2024
  3. 19.4.3The Full Review ConversationJanuary 6, 2025
  4. 19.4.4The Light Touch Review ConversationJanuary 6, 2025
  5. 19.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 1, 2024
  6. 19.4.6Actions Following a Care and Support Plan ReviewJuly 1, 2024
  7. 19.4.7Monitoring Urgent or Interim Support and ServicesJuly 1, 2024
  8. 19.4.8Reviewing a Direct Payment

19.5NHS Continuing Healthcare, Funded Nursing Care and Joint Funding

  1. 19.5.1NHS Continuing Healthcare ProcedureJanuary 6, 2025
  2. 19.5.2NHS-funded Nursing Care Procedure (FNC)July 1, 2024
  3. 19.5.3Joint Packages of Health and Social CareJanuary 6, 2025

20.Adult Future Options Teams

20.1Using these Procedures

  1. 20.1.1Using these Procedures (Adult Future Options Teams)January 5, 2024

20.2Contact and Review Requests

  1. 20.2.1Receiving a Contact or Review RequestApril 12, 2022
  2. 20.2.2Deciding the Outcome of a Contact or Review RequestJanuary 6, 2025
  3. 20.2.3Actions and Next Steps (Adult Future Options Teams)January 6, 2025

20.3Reviewing Support and Services

  1. 20.3.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 6, 2025
  2. 20.3.2Preparing to Carry out a Care and Support Plan ReviewJuly 1, 2024
  3. 20.3.3The Full Review ConversationJanuary 6, 2025
  4. 20.3.4The Light Touch Review ConversationJanuary 6, 2025
  5. 20.3.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 1, 2024
  6. 20.3.6Actions Following a Care and Support Plan ReviewJuly 1, 2024
  7. 20.3.7Monitoring Urgent or Interim Support and ServicesJuly 1, 2024
  8. 20.3.8Reviewing a Direct Payment

20.4Establishing Needs

  1. 20.4.1Introduction, Legal Requirements and ToolsJuly 1, 2024
  2. 20.4.2Preparing to Establish NeedsJuly 1, 2024
  3. 20.4.3The Skilled ConversationJanuary 6, 2025
  4. 20.4.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 20.4.5Understanding and Applying Eligibility CriteriaJanuary 6, 2025
  6. 20.4.6Communicating the Outcome and Next StepsJanuary 5, 2024

20.5Meeting Needs

  1. 20.5.1Requesting a Financial AssessmentJuly 1, 2024
  2. 20.5.2Setting an Indicative BudgetJanuary 6, 2025
  3. 20.5.3Care and Support PlanningJanuary 6, 2025
  4. 20.5.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 6, 2025
  5. 20.5.5Arranging Support and ServicesJanuary 6, 2025

21.Sensory Impairment Team

21.1Contact and Referral

  1. 21.1.1Receiving a Contact or ReferralJuly 1, 2024
  2. 21.1.2Deciding the Outcome of a Contact or ReferralJanuary 6, 2025
  3. 21.1.3Actions and Next StepsJanuary 6, 2025

21.2Establishing Needs

  1. 21.2.1Introduction, Legal Requirements and ToolsJuly 1, 2024
  2. 21.2.2Preparing to Establish NeedsJuly 1, 2024
  3. 21.2.3The Skilled ConversationJanuary 6, 2025
  4. 21.2.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 21.2.5Understanding and Applying Eligibility CriteriaJanuary 6, 2025
  6. 21.2.6Communicating the Outcome and Next StepsJanuary 5, 2024

21.3Meeting Needs

  1. 21.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 21.3.2Requesting a Financial AssessmentJuly 1, 2024
  3. 21.3.3Setting an Indicative BudgetJanuary 6, 2025
  4. 21.3.4Care and Support PlanningJanuary 6, 2025
  5. 21.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 6, 2025
  6. 21.3.6Arranging Support and ServicesJanuary 6, 2025

21.4Reviewing Support and Services

  1. 21.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 6, 2025
  2. 21.4.2Preparing to Carry out a Care and Support Plan ReviewJuly 1, 2024
  3. 21.4.3The Full Review ConversationJanuary 6, 2025
  4. 21.4.4The Light Touch Review ConversationJanuary 6, 2025
  5. 21.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 1, 2024
  6. 21.4.6Actions Following a Care and Support Plan ReviewJuly 1, 2024
  7. 21.4.7Monitoring Urgent or Interim Support and ServicesJuly 1, 2024
  8. 21.4.8Reviewing a Direct Payment

22.Transitions Team

22.1Children's Procedures

  1. 22.1.1Sheffield Children's Services Procedures Manual

22.2Deciding Whether to Start Transition

  1. 22.2.1Deciding Whether to Start TransitionApril 24, 2023
  2. 22.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 22.2.3Recording the Decision and Next StepsNovember 3, 2021

22.3Child's Needs Assessment

  1. 22.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)July 1, 2024
  2. 22.3.2Preparing to Establish Needs (Child's Needs Assessment)July 1, 2024
  3. 22.3.3The Skilled Conversation (Child's Needs Assessment)January 6, 2025
  4. 22.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)July 21, 2023

22.4Carer's Transition Assessments

  1. 22.4.1Introduction, Legal Requirements and Tools (Carer's Transition)July 1, 2024
  2. 22.4.2Preparing to Establish the Needs of Parent CarersJuly 1, 2024
  3. 22.4.3Preparing to Establish the Needs of Young CarersJuly 1, 2024
  4. 22.4.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 22.4.5The Skilled Conversation (Young Carers)January 6, 2025
  6. 22.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)July 1, 2024

22.5Transition Planning and Review

  1. 22.5.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 22.5.2The Transition PlanJuly 1, 2024
  3. 22.5.3Reviewing a Transition PlanJanuary 6, 2025
  4. 22.5.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

22.6Contacts and Referrals from Adults

  1. 22.6.1Receiving a Contact or ReferralJuly 1, 2024
  2. 22.6.2Deciding the Outcome of a Contact or ReferralJanuary 6, 2025
  3. 22.6.3Actions and Next StepsJanuary 6, 2025

22.7Establishing Adult Needs

  1. 22.7.1Introduction, Legal Requirements and ToolsJuly 1, 2024
  2. 22.7.2Preparing to Establish NeedsJuly 1, 2024
  3. 22.7.3The Skilled ConversationJanuary 6, 2025
  4. 22.7.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 22.7.5Understanding and Applying Eligibility CriteriaJanuary 6, 2025
  6. 22.7.6Communicating the Outcome and Next StepsJanuary 5, 2024

22.8Care and Support Planning

  1. 22.8.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 22.8.2Requesting a Financial AssessmentJuly 1, 2024
  3. 22.8.3Setting an Indicative BudgetJanuary 6, 2025
  4. 22.8.4Care and Support PlanningJanuary 6, 2025
  5. 22.8.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 6, 2025
  6. 22.8.6Arranging Support and ServicesJanuary 6, 2025

22.9Reviewing a Care and Support Plan

  1. 22.9.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 6, 2025
  2. 22.9.2Preparing to Carry out a Care and Support Plan ReviewJuly 1, 2024
  3. 22.9.3The Full Review ConversationJanuary 6, 2025
  4. 22.9.4The Light Touch Review ConversationJanuary 6, 2025
  5. 22.9.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 1, 2024
  6. 22.9.6Actions Following a Care and Support Plan ReviewJuly 1, 2024
  7. 22.9.7Monitoring Urgent or Interim Support and ServicesJuly 1, 2024
  8. 22.9.8Reviewing a Direct Payment

23.Provider Services

  1. 23.0.1Provider Services and Using these ProceduresJanuary 5, 2024

24.Carers Procedures

24.1Contact and Referral

  1. 24.1.1Receiving a Contact or ReferralJuly 1, 2024
  2. 24.1.2Deciding the Outcome of a Contact or Referral (Carers)January 6, 2025
  3. 24.1.3Actions and Next Steps (Carers)January 6, 2025

24.2Establishing Needs

  1. 24.2.1Introduction, Legal Requirements and Tools (Carers)July 1, 2024
  2. 24.2.2Preparing to Establish Needs (Carers)July 1, 2024
  3. 24.2.3The Skilled Conversation (Carers)January 6, 2025
  4. 24.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 24.2.5Understanding and Applying Eligibility Criteria (Carers)July 1, 2024
  6. 24.2.6Communicating the Outcome and Next Steps (Carers)August 16, 2023

24.3Meeting Needs

  1. 24.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 24.3.2Requesting a Financial AssessmentJuly 1, 2024
  3. 24.3.3Setting an Indicative BudgetJanuary 6, 2025
  4. 24.3.4Support PlanningJanuary 6, 2025
  5. 24.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetJuly 1, 2024
  6. 24.3.6Arranging Support and ServicesJanuary 6, 2025

24.4Reviewing Support and Services

  1. 24.4.1Legal Requirements of a Support Plan Review and ToolsJuly 1, 2024
  2. 24.4.2Preparing to Carry out a Support Plan ReviewJuly 1, 2024
  3. 24.4.3The Full Review Conversation (Carers)January 6, 2025
  4. 24.4.4The Light Touch Review Conversation (Carers)January 6, 2025
  5. 24.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 24.4.6Actions Following a Support Plan ReviewJuly 1, 2024
  7. 24.4.7Monitoring Urgent or Interim Support and ServicesJuly 1, 2024
  8. 24.4.8Reviewing a Direct Payment

Last Updated: June 10, 2025

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