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 Adults

4.Deprivation of Liberty

1. 4.0.1Deprivation of Liberty Safeguards ProcedureMarch 3, 2026
2. 4.0.2Recognising and Responding to Deprivations of LibertySeptember 19, 2023

5.Universal Procedures (used by all teams)

1. 5.0.1Equality, Diversity and Human RightsMarch 3, 2026
2. 5.0.2Recording and Keeping RecordsMarch 3, 2026
3. 5.0.3Providing Information about a Person or CarerSeptember 19, 2025
4. 5.0.4Professional Curiosity
   Updated
   March 3, 2026
5. 5.0.5Financial AssessmentMarch 3, 2026
6. 5.0.6Commissioning and Brokerage ProceduresSeptember 16, 2022
7. 5.0.7Direct PaymentsMarch 3, 2026
8. 5.0.8Assistive Technology and TelecareMarch 3, 2026
9. 5.0.9Risk AssessmentSeptember 19, 2025
10. 5.0.10Lone WorkingSeptember 16, 2022
11. 5.0.11Joint WorkNovember 3, 2021
12. 5.0.12Co-productionSeptember 19, 2025
13. 5.0.13Social Media (use of)March 3, 2026
14. 5.0.14Storage of Data on Practitioners' Mobile DevicesMarch 3, 2026
15. 5.0.15Interpreter and Translation ServicesSeptember 19, 2025
16. 5.0.16Death of a Person or CarerMarch 3, 2025

6.Specialist Procedures

1. 6.0.1Deputyship and Financial AffairsMarch 3, 2025
2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureMarch 3, 2026
3. 6.0.3Housing and HomelessnessSeptember 19, 2025
4. 6.0.4Minor Works and Low Level EquipmentSeptember 16, 2022
5. 6.0.5Joint Packages of Health and Social CareMarch 3, 2025
6. 6.0.6NHS Continuing Healthcare ProcedureSeptember 19, 2025
7. 6.0.7NHS-funded Nursing Care Procedure (FNC)September 19, 2024
8. 6.0.8End of Life Procedures and Practice GuidanceMarch 3, 2025
9. 6.0.9Legal ServicesNovember 22, 2021
10. 6.0.10Ordinary Residence ProcedureMarch 1, 2024
11. 6.0.11Continuity of Care ArrangementsSeptember 19, 2024
12. 6.0.12Cross Border PlacementsMarch 3, 2025
13. 6.0.13Protecting Moveable PropertySeptember 19, 2025
14. 6.0.14Service Interruptions and Provider FailureSeptember 19, 2024
15. 6.0.15No Recourse to Public Funds (NRPF)
    Updated
    March 3, 2026
16. 6.0.16Prisons and Approved PremisesSeptember 19, 2025
17. 6.0.17Acting as an Appropriate AdultMarch 3, 2026
18. 6.0.18Working Effectively with Parents and Children's Services
    Updated
    March 3, 2026

7.Social Care Direct

1. 7.0.1Introduction to Social Care DirectSeptember 19, 2024
2. 7.0.2Receiving a Contact or ReferralSeptember 19, 2025
3. 7.0.3Deciding the Outcome of a Contact or Referral (Social Care Direct)March 3, 2025
4. 7.0.4Actions and Next Steps
   Updated
   March 3, 2026
5. 7.0.5Monitoring Urgent or Interim Support and ServicesSeptember 19, 2024

8.Reablement

8.1Contact and Referral

1. 8.1.1Receiving a Contact or ReferralSeptember 19, 2025
2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)September 19, 2025
3. 8.1.3Actions and Next Steps
   Updated
   March 3, 2026

8.2Establishing Needs

1. 8.2.1Introduction, Purpose and Tools (Reablement)September 19, 2024
2. 8.2.2Preparing to Establish Needs (Reablement)March 3, 2026
3. 8.2.3The Skilled Conversation (Reablement)March 3, 2026
4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)September 16, 2022

8.3Meeting Needs

1. 8.3.1The Reablement PlanSeptember 19, 2025
2. 8.3.2Arranging the Reablement ServiceSeptember 19, 2024

8.4Monitoring and Reviewing Reablement

1. 8.4.1Monitoring ReablementMarch 1, 2024
2. 8.4.2Monitoring Actions (Reablement)September 19, 2025
3. 8.4.3The Reablement ReviewMarch 3, 2025
4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordSeptember 16, 2022
5. 8.4.5Actions Following a Reablement ReviewSeptember 19, 2025

9.Provision Services including Occupational Therapy

9.1Provision Services

1. 9.1.1Introduction to Provision Services September 16, 2022

9.2Contact and Referral

1. 9.2.1Receiving a Contact or ReferralSeptember 19, 2025
2. 9.2.2Deciding the Outcome of a Contact or Referral (Provision Services including OT)September 19, 2025
3. 9.2.3Actions and Next Steps
   Updated
   March 3, 2026

9.3Establishing Needs

1. 9.3.1Introduction, Legal Requirements and Tools (Provision Services including OT)September 19, 2024
2. 9.3.2Preparing to Establish Needs (Provision Service)March 3, 2026
3. 9.3.3The Skilled Conversation (Provision Services including OT)March 3, 2026
4. 9.3.4Agreeing Needs, Making a Formal Record and Next Steps (Provision Services including OT)September 19, 2024
5. 9.3.5Establishing Likely Eligibility for a Disabled Facilities GrantSeptember 19, 2024
6. 9.3.6Understanding and Applying Eligibility Criteria (Provision Services including OT)March 3, 2026
7. 9.3.7Communicating the Outcome and Next Steps (Provision Services including OT)March 3, 2026

9.4Meeting Needs

1. 9.4.1Establishing Ordinary Residence (Provision Services including OT)March 3, 2025
2. 9.4.2Requesting a Financial AssessmentSeptember 19, 2024
3. 9.4.3Applying for a Disabled Facilities GrantMarch 1, 2024
4. 9.4.4The Outcome of the Disabled Facilities Grant Application and Next StepsSeptember 19, 2024
5. 9.4.5Minor Works and Low Level EquipmentSeptember 16, 2022
6. 9.4.6Providing EquipmentMarch 3, 2025
7. 9.4.7Equipment in a Care HomeMarch 3, 2025
8. 9.4.8Providing Direct SupportMarch 3, 2025

9.5Monitoring and Review

1. 9.5.1Monitoring and ReviewMarch 3, 2026

9.6Other Procedures

1. 9.6.1Assistive Technology and TelecareMarch 3, 2026

10.Assessment and Care Management

10.1Assessment and Care Management

1. 10.1.1Introduction to Assessment and Care ManagementMay 26, 2023

10.2Contact and Referral

1. 10.2.1Receiving a Contact or ReferralSeptember 19, 2025
2. 10.2.2Deciding the Outcome of a Contact or ReferralSeptember 19, 2025
3. 10.2.3Actions and Next Steps
   Updated
   March 3, 2026

10.3Discharge to Assess

1. 10.3.1Discharge to Assess (Home First)September 19, 2024
2. 10.3.2Monitoring Urgent or Interim Support and ServicesSeptember 19, 2024

10.4Establishing Needs

1. 10.4.1Introduction, Legal Requirements and ToolsSeptember 19, 2024
2. 10.4.2Preparing to Establish NeedsMarch 3, 2025
3. 10.4.3The Skilled ConversationSeptember 19, 2025
4. 10.4.4Agreeing Needs and Making a Formal RecordMay 26, 2023
5. 10.4.5Understanding and Applying Eligibility CriteriaSeptember 19, 2025
6. 10.4.6Communicating the Outcome and Next StepsSeptember 19, 2025

10.5Meeting Needs

1. 10.5.1Establishing Ordinary ResidenceMarch 3, 2025
2. 10.5.2Requesting a Financial AssessmentSeptember 19, 2024
3. 10.5.3Setting an Indicative BudgetSeptember 19, 2024
4. 10.5.4Care and Support PlanningSeptember 19, 2025
5. 10.5.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
   Updated
   March 3, 2026
6. 10.5.6Arranging Support and ServicesMarch 3, 2025

10.6Reviewing Support and Services

1. 10.6.1Legal Requirements of a Care and Support Plan Review and ToolsSeptember 19, 2024
2. 10.6.2Preparing to Carry out a Care and Support Plan ReviewMarch 3, 2025
3. 10.6.3The Review Conversation
   Updated
   March 3, 2026
4. 10.6.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordSeptember 19, 2024
5. 10.6.5Actions Following a Care and Support Plan ReviewSeptember 19, 2025
6. 10.6.6Monitoring Urgent or Interim Support and ServicesSeptember 19, 2024
7. 10.6.7Reviewing a Direct Payment

10.7Other Procedures

1. 10.7.1NHS Continuing Healthcare ProcedureSeptember 19, 2025

11.Learning Disability Teams

11.1Learning Disability Teams

1. 11.1.1Introduction to the Learning Disability TeamsSeptember 16, 2022

11.2Contact and Referral

1. 11.2.1Receiving a Contact or ReferralSeptember 19, 2025
2. 11.2.2Deciding the Outcome of a Contact or ReferralSeptember 19, 2025
3. 11.2.3Actions and Next Steps
   Updated
   March 3, 2026

11.3Establishing Needs

1. 11.3.1Introduction, Legal Requirements and ToolsSeptember 19, 2024
2. 11.3.2Preparing to Establish NeedsMarch 3, 2025
3. 11.3.3The Skilled ConversationSeptember 19, 2025
4. 11.3.4Agreeing Needs and Making a Formal RecordMay 26, 2023
5. 11.3.5Understanding and Applying Eligibility CriteriaSeptember 19, 2025
6. 11.3.6Communicating the Outcome and Next StepsSeptember 19, 2025

11.4Meeting Needs

1. 11.4.1Establishing Ordinary ResidenceMarch 3, 2025
2. 11.4.2Requesting a Financial AssessmentSeptember 19, 2024
3. 11.4.3Setting an Indicative BudgetSeptember 19, 2024
4. 11.4.4Care and Support PlanningSeptember 19, 2025
5. 11.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
   Updated
   March 3, 2026
6. 11.4.6Arranging Support and ServicesMarch 3, 2025

11.5Reviewing Support and Services

1. 11.5.1Legal Requirements of a Care and Support Plan Review and ToolsSeptember 19, 2024
2. 11.5.2Preparing to Carry out a Care and Support Plan ReviewMarch 3, 2025
3. 11.5.3The Review Conversation
   Updated
   March 3, 2026
4. 11.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordSeptember 19, 2024
5. 11.5.5Actions Following a Care and Support Plan ReviewSeptember 19, 2025
6. 11.5.6Monitoring Urgent or Interim Support and ServicesSeptember 19, 2024
7. 11.5.7Reviewing a Direct Payment

12.Mental Health Social Work

12.1Contact and Referral

1. 12.1.1Mental Health Social Work in WakefieldOctober 11, 2022
2. 12.1.2Receiving a Contact or ReferralSeptember 19, 2025
3. 12.1.3Contact and Referral Adult Care and Support Procedures
   Updated
   March 3, 2026

12.2Establishing Needs

1. 12.2.1Introduction, Legal Requirements and ToolsSeptember 19, 2024
2. 12.2.2Preparing to Establish NeedsMarch 3, 2025
3. 12.2.3The Skilled ConversationSeptember 19, 2025
4. 12.2.4Agreeing Needs and Making a Formal RecordMay 26, 2023
5. 12.2.5Understanding and Applying Eligibility CriteriaSeptember 19, 2025
6. 12.2.6Communicating the Outcome and Next StepsSeptember 19, 2025

12.3Meeting Needs

1. 12.3.1Establishing Ordinary ResidenceMarch 3, 2025
2. 12.3.2Requesting a Financial AssessmentSeptember 19, 2024
3. 12.3.3Setting an Indicative BudgetSeptember 19, 2024
4. 12.3.4Care and Support PlanningSeptember 19, 2025
5. 12.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
   Updated
   March 3, 2026
6. 12.3.6Arranging Support and ServicesMarch 3, 2025

12.4Reviewing Support and Services

1. 12.4.1Legal Requirements of a Care and Support Plan Review and ToolsSeptember 19, 2024
2. 12.4.2Preparing to Carry out a Care and Support Plan ReviewMarch 3, 2025
3. 12.4.3The Review Conversation
   Updated
   March 3, 2026
4. 12.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordSeptember 19, 2024
5. 12.4.5Actions Following a Care and Support Plan ReviewSeptember 19, 2025
6. 12.4.6Monitoring Urgent or Interim Support and ServicesSeptember 19, 2024
7. 12.4.7Reviewing a Direct Payment

12.5Functions under the Mental Health Act

1. 12.5.1Understanding the Mental Health Act 1983March 3, 2025
2. 12.5.2Community Mental Health FrameworkMarch 1, 2024
3. 12.5.3Section 117 AftercareSeptember 19, 2024
4. 12.5.4Social Circumstances ReportSeptember 19, 2024

13.AMHP Procedure

1. 13.0.1AMHP ProcedureMarch 3, 2025

14.Transition to Adult Care and Support

14.1Deciding Whether to Start Transition

1. 14.1.1Deciding Whether to Start TransitionMarch 1, 2024
2. 14.1.2Deciding Whether to Start Carers TransitionMarch 1, 2024
3. 14.1.3Recording the Decision and Next StepsMarch 1, 2024

14.2Child's Needs Assessment

1. 14.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)September 19, 2024
2. 14.2.2Preparing to Establish Needs (Child's Needs Assessment)March 3, 2025
3. 14.2.3The Skilled Conversation (Child's Needs Assessment)September 19, 2025
4. 14.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)September 19, 2023

14.3Carer's Transition Assessments

1. 14.3.1Introduction, Legal Requirements and Tools (Carer's Transition)September 19, 2024
2. 14.3.2Preparing to Establish the Needs of Parent CarersSeptember 19, 2024
3. 14.3.3Preparing to Establish the Needs of Young CarersSeptember 19, 2024
4. 14.3.4The Skilled Conversation (Parent Carers)March 1, 2024
5. 14.3.5The Skilled Conversation (Young Carers)September 19, 2025
6. 14.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)September 19, 2024

14.4Transition Planning and Review

1. 14.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
2. 14.4.2The Transition PlanMarch 1, 2024
3. 14.4.3Reviewing a Transition PlanSeptember 19, 2024
4. 14.4.4Reviewing an Education, Health and Care Plan (from 18 years)March 3, 2026

15.Carers Procedure

15.1Contact and Referral

1. 15.1.1Receiving a Contact or ReferralSeptember 19, 2025
2. 15.1.2Deciding the Outcome of a Contact or Referral (Carers)September 19, 2025
3. 15.1.3Actions and Next Steps (Carers)
   Updated
   March 3, 2026

15.2Establishing Needs

1. 15.2.1Introduction, Legal Requirements and Tools (Carers)September 19, 2024
2. 15.2.2Preparing to Establish Needs (Carers)September 19, 2024
3. 15.2.3The Skilled Conversation (Carers)September 19, 2025
4. 15.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
5. 15.2.5Understanding and Applying Eligibility Criteria (Carers)September 19, 2024
6. 15.2.6Communicating the Outcome and Next Steps (Carers)September 19, 2025

15.3Meeting Needs

1. 15.3.1Establishing Ordinary ResidenceMarch 3, 2025
2. 15.3.2Requesting a Financial AssessmentSeptember 19, 2024
3. 15.3.3Setting an Indicative BudgetSeptember 19, 2024
4. 15.3.4Support PlanningSeptember 19, 2025
5. 15.3.5Signing off a Support Plan and Agreeing a Final Personal Budget
   Updated
   March 3, 2026
6. 15.3.6Arranging Support and ServicesMarch 3, 2025

15.4Reviewing Support and Services

1. 15.4.1Legal Requirements of a Support Plan Review and ToolsSeptember 19, 2024
2. 15.4.2Preparing to Carry out a Support Plan ReviewSeptember 19, 2024
3. 15.4.3The Review Conversation (Carers)
   Updated
   March 3, 2026
4. 15.4.4Deciding the Outcome of a Support Plan Review and Making a Formal RecordSeptember 16, 2022
5. 15.4.5Actions Following a Support Plan ReviewSeptember 19, 2025
6. 15.4.6Monitoring Urgent or Interim Support and ServicesSeptember 19, 2024
7. 15.4.7Reviewing a Direct Payment