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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 and Deprivation of Liberty

  1. 3.0.1Safeguarding AdultsApril 24, 2024
  2. 3.0.2Deprivation of Liberty Safeguards ProcedureApril 24, 2025
  3. 3.0.3Recognising and Responding to Deprivations of LibertyApril 24, 2025

4.Universal Procedures (used by all teams)

  1. 4.0.1Equality, Diversity and Human RightsApril 24, 2025
  2. 4.0.2Recording and Keeping RecordsApril 24, 2025
  3. 4.0.3Providing Information about a Person or CarerApril 24, 2025
  4. 4.0.4Financial AssessmentApril 24, 2024
  5. 4.0.5Commissioning and Brokerage ProceduresOctober 16, 2023
  6. 4.0.6Direct PaymentsApril 24, 2025
  7. 4.0.7Technology Enabled CareOctober 16, 2023
  8. 4.0.8Risk AssessmentApril 24, 2024
  9. 4.0.9Lone WorkingOctober 16, 2023
  10. 4.0.10Joint WorkNovember 3, 2021
  11. 4.0.11Co-productionApril 24, 2025
  12. 4.0.12Social Media (use of)April 24, 2024
  13. 4.0.13Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  14. 4.0.14Interpreter and Translation ServicesApril 24, 2024
  15. 4.0.15Death of a Person or CarerApril 24, 2025

5.Specialist Procedures

  1. 5.0.1Individual Service FundsOctober 16, 2023
  2. 5.0.2Deputyship and Financial AffairsApril 24, 2025
  3. 5.0.3Debt Respite Scheme (Breathing Spaces) ProcedureApril 24, 2025
  4. 5.0.4Minor Works and Low Level EquipmentOctober 16, 2023
  5. 5.0.5Joint Packages of Health and Social CareApril 24, 2025
  6. 5.0.6NHS Continuing Healthcare ProcedureApril 24, 2025
  7. 5.0.7NHS-funded Nursing Care Procedure (FNC)April 24, 2024
  8. 5.0.8End of Life Procedures and Practice GuidanceApril 24, 2025
  9. 5.0.9Legal ServicesNovember 22, 2021
  10. 5.0.10Ordinary Residence ProcedureApril 24, 2024
  11. 5.0.11Continuity of Care ArrangementsApril 24, 2024
  12. 5.0.12Cross Border PlacementsApril 24, 2024
  13. 5.0.13Protecting Moveable PropertyApril 24, 2025
  14. 5.0.14Service Interruptions and Provider FailureApril 24, 2024
  15. 5.0.15No Recourse to Public Funds (NRPF)April 24, 2025
  16. 5.0.16Prisons and Approved PremisesApril 24, 2025
  17. 5.0.17Acting as an Appropriate AdultApril 24, 2024

6.ASC Client Services and Prevention

6.1Adult Referral Contact Centre (ARCC)

  1. 6.1.1Receiving a Contact or ReferralApril 24, 2024
  2. 6.1.2Deciding the Outcome of a Contact or Referral (ARCC)April 24, 2025
  3. 6.1.3Actions and Next StepsApril 24, 2025
  4. 6.1.4Monitoring Urgent or Interim Support and ServicesApril 24, 2024

6.2Other relevant procedures

  1. 6.2.1Financial AssessmentApril 24, 2024
  2. 6.2.2Deputyship and Financial AffairsApril 24, 2025
  3. 6.2.3The Mental Capacity Act 2005 Resource and Practice Toolkit

7.ASC Operations

7.1Contact and Referral

  1. 7.1.1Receiving a Contact or ReferralApril 24, 2024
  2. 7.1.2Deciding the Outcome of a Contact or ReferralApril 24, 2025
  3. 7.1.3Actions and Next StepsApril 24, 2025

7.2Establishing Needs

  1. 7.2.1Introduction, Legal Requirements and ToolsApril 24, 2024
  2. 7.2.2Preparing to Establish NeedsApril 24, 2025
  3. 7.2.3The Skilled ConversationApril 24, 2025
  4. 7.2.4Agreeing Needs and Making a Formal RecordOctober 16, 2023
  5. 7.2.5Understanding and Applying Eligibility CriteriaApril 24, 2025
  6. 7.2.6Communicating the Outcome and Next StepsOctober 16, 2023

7.3Meeting Needs

  1. 7.3.1Establishing Ordinary ResidenceApril 24, 2025
  2. 7.3.2Requesting a Financial AssessmentApril 24, 2024
  3. 7.3.3Setting an Indicative BudgetOctober 2, 2024
  4. 7.3.4Care and Support PlanningApril 24, 2025
  5. 7.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 2, 2024
  6. 7.3.6Arranging Support and ServicesApril 24, 2025

7.4Reviewing Support and Services

  1. 7.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 2, 2024
  2. 7.4.2Preparing to Carry out a Care and Support Plan ReviewApril 24, 2025
  3. 7.4.3The Full Review ConversationApril 24, 2025
  4. 7.4.4The Light Touch Review ConversationOctober 2, 2024
  5. 7.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 2, 2024
  6. 7.4.6Actions Following a Care and Support Plan ReviewOctober 2, 2024
  7. 7.4.7Monitoring Urgent or Interim Support and ServicesApril 24, 2024
  8. 7.4.8Reviewing a Direct Payment

8.ASC Integrated Discharge Team

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralApril 24, 2024
  2. 8.1.2Deciding the Outcome of a Contact or Referral (IDT)April 24, 2025
  3. 8.1.3Actions and Next StepsApril 24, 2025

8.2Discharge to Assess

  1. 8.2.1Discharge to Assess (Home First)April 24, 2024
  2. 8.2.2Monitoring Urgent or Interim Support and ServicesApril 24, 2024

8.3Establishing Needs

  1. 8.3.1Introduction, Legal Requirements and ToolsApril 24, 2024
  2. 8.3.2Preparing to Establish NeedsApril 24, 2025
  3. 8.3.3The Skilled ConversationApril 24, 2025
  4. 8.3.4Agreeing Needs and Making a Formal RecordOctober 16, 2023
  5. 8.3.5Understanding and Applying Eligibility CriteriaApril 24, 2025
  6. 8.3.6Communicating the Outcome and Next StepsOctober 16, 2023

8.4Meeting Needs

  1. 8.4.1Establishing Ordinary ResidenceApril 24, 2025
  2. 8.4.2Requesting a Financial AssessmentApril 24, 2024
  3. 8.4.3Setting an Indicative BudgetOctober 2, 2024
  4. 8.4.4Care and Support PlanningApril 24, 2025
  5. 8.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 2, 2024
  6. 8.4.6Arranging Support and ServicesApril 24, 2025

8.5Reviewing Support and Services

  1. 8.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 2, 2024
  2. 8.5.2Preparing to Carry out a Care and Support Plan ReviewApril 24, 2025
  3. 8.5.3The Full Review ConversationApril 24, 2025
  4. 8.5.4The Light Touch Review ConversationOctober 2, 2024
  5. 8.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 2, 2024
  6. 8.5.6Actions Following a Care and Support Plan ReviewOctober 2, 2024
  7. 8.5.7Reviewing a Direct Payment

9.ASC Learning Disability

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralApril 24, 2024
  2. 9.1.2Deciding the Outcome of a Contact or ReferralApril 24, 2025
  3. 9.1.3Actions and Next StepsApril 24, 2025

9.2Establishing Needs

  1. 9.2.1Introduction, Legal Requirements and ToolsApril 24, 2024
  2. 9.2.2Preparing to Establish NeedsApril 24, 2025
  3. 9.2.3The Skilled ConversationApril 24, 2025
  4. 9.2.4Agreeing Needs and Making a Formal RecordOctober 16, 2023
  5. 9.2.5Understanding and Applying Eligibility CriteriaApril 24, 2025
  6. 9.2.6Communicating the Outcome and Next StepsOctober 16, 2023

9.3Meeting Needs

  1. 9.3.1Establishing Ordinary ResidenceApril 24, 2025
  2. 9.3.2Requesting a Financial AssessmentApril 24, 2024
  3. 9.3.3Setting an Indicative BudgetOctober 2, 2024
  4. 9.3.4Care and Support PlanningApril 24, 2025
  5. 9.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 2, 2024
  6. 9.3.6Arranging Support and ServicesApril 24, 2025

9.4Reviewing Support and Services

  1. 9.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 2, 2024
  2. 9.4.2Preparing to Carry out a Care and Support Plan ReviewApril 24, 2025
  3. 9.4.3The Full Review ConversationApril 24, 2025
  4. 9.4.4The Light Touch Review ConversationOctober 2, 2024
  5. 9.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 2, 2024
  6. 9.4.6Actions Following a Care and Support Plan ReviewOctober 2, 2024
  7. 9.4.7Monitoring Urgent or Interim Support and ServicesApril 24, 2024
  8. 9.4.8Reviewing a Direct Payment

10.ASC Mental Health

10.1Contact and Referral

  1. 10.1.1How to Access Mental Health Social WorkOctober 16, 2023
  2. 10.1.2Receiving a Contact or ReferralApril 24, 2024
  3. 10.1.3Contact and Referral Adult Care and Support ProceduresApril 24, 2025

10.2Establishing Needs

  1. 10.2.1Introduction, Legal Requirements and ToolsApril 24, 2024
  2. 10.2.2Preparing to Establish NeedsApril 24, 2025
  3. 10.2.3The Skilled ConversationApril 24, 2025
  4. 10.2.4Agreeing Needs and Making a Formal RecordOctober 16, 2023
  5. 10.2.5Understanding and Applying Eligibility CriteriaApril 24, 2025
  6. 10.2.6Communicating the Outcome and Next StepsOctober 16, 2023

10.3Meeting Needs

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

10.4Reviewing Support and Services

  1. 10.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 2, 2024
  2. 10.4.2Preparing to Carry out a Care and Support Plan ReviewApril 24, 2025
  3. 10.4.3The Full Review ConversationApril 24, 2025
  4. 10.4.4The Light Touch Review ConversationOctober 2, 2024
  5. 10.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 2, 2024
  6. 10.4.6Actions Following a Care and Support Plan ReviewOctober 2, 2024
  7. 10.4.7Monitoring Urgent or Interim Support and ServicesApril 24, 2024
  8. 10.4.8Reviewing a Direct Payment

10.5Functions under the Mental Health Act

  1. 10.5.1Community Mental Health FrameworkOctober 16, 2023
  2. 10.5.2Understanding the Mental Health Act 1983April 24, 2025
  3. 10.5.3Social Circumstances ReportOctober 2, 2024
  4. 10.5.4Section 117 AftercareApril 24, 2024

11.AMHP Procedure

  1. 11.0.1AMHP ProcedureApril 24, 2025

12.Transition to Adult Care and Support

12.1Deciding Whether to Start Transition

  1. 12.1.1Deciding Whether to Start TransitionApril 24, 2023
  2. 12.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 12.1.3Recording the Decision and Next StepsNovember 3, 2021

12.2Child's Needs Assessment

  1. 12.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)April 24, 2024
  2. 12.2.2Preparing to Establish Needs (Child's Needs Assessment)April 24, 2024
  3. 12.2.3The Skilled Conversation (Child's Needs Assessment)April 24, 2025
  4. 12.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)October 16, 2023

12.3Carer's Transition Assessments

  1. 12.3.1Introduction, Legal Requirements and Tools (Carer's Transition)April 24, 2024
  2. 12.3.2Preparing to Establish the Needs of Parent CarersApril 24, 2024
  3. 12.3.3Preparing to Establish the Needs of Young CarersApril 24, 2024
  4. 12.3.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 12.3.5The Skilled Conversation (Young Carers)April 24, 2025
  6. 12.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)October 2, 2024

12.4Transition Planning and Review

  1. 12.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 12.4.2The Transition PlanApril 24, 2024
  3. 12.4.3Reviewing a Transition PlanApril 24, 2024
  4. 12.4.4Reviewing an Education, Health and Care Plan (from 18 years)April 24, 2024

13.Carers Procedures

13.1Contact and Referral

  1. 13.1.1Receiving a Contact or ReferralApril 24, 2024
  2. 13.1.2Deciding the Outcome of a Contact or Referral (Carers)April 24, 2025
  3. 13.1.3Actions and Next Steps (Carers)April 24, 2025

13.2Establishing Needs

  1. 13.2.1Introduction, Legal Requirements and Tools (Carers)April 24, 2024
  2. 13.2.2Preparing to Establish Needs (Carers)April 24, 2024
  3. 13.2.3The Skilled Conversation (Carers)April 24, 2025
  4. 13.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 13.2.5Understanding and Applying Eligibility Criteria (Carers)April 24, 2024
  6. 13.2.6Communicating the Outcome and Next Steps (Carers)October 16, 2023

13.3Meeting Needs

  1. 13.3.1Establishing Ordinary ResidenceApril 24, 2025
  2. 13.3.2Requesting a Financial AssessmentApril 24, 2024
  3. 13.3.3Setting an Indicative BudgetOctober 2, 2024
  4. 13.3.4Support PlanningOctober 2, 2024
  5. 13.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetOctober 2, 2024
  6. 13.3.6Arranging Support and ServicesApril 24, 2025

13.4Reviewing Support and Services

  1. 13.4.1Legal Requirements of a Support Plan Review and ToolsOctober 2, 2024
  2. 13.4.2Preparing to Carry out a Support Plan ReviewApril 24, 2024
  3. 13.4.3The Full Review Conversation (Carers)April 24, 2025
  4. 13.4.4The Light Touch Review Conversation (Carers)April 24, 2025
  5. 13.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordOctober 2, 2024
  6. 13.4.6Actions Following a Support Plan ReviewOctober 2, 2024
  7. 13.4.7Monitoring Urgent or Interim Support and ServicesApril 24, 2024
  8. 13.4.8Reviewing a Direct Payment

14.ASC Commissioning and Market Management

  1. 14.0.1Using these Procedures – ASC Commissioning and Market ManagementOctober 16, 2023

15.ASC Reform and Improvement

  1. 15.0.1Using these Procedures – ASC Reform and ImprovementOctober 16, 2023

Last Updated: April 24, 2025

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