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Working Together To Safeguard Children 2026 Update.

The Mental Health Act 2025 Reforms.

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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

  1. 3.0.1Safeguarding AdultsOctober 23, 2025

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureOctober 23, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyJanuary 7, 2025

5.Requesting Adult Social Care

  1. 5.0.1Requesting Adult Social Care SupportOctober 23, 2025

6.Frequently Used Procedures

  1. 6.0.1Financial AssessmentOctober 23, 2025
  2. 6.0.2Commissioning and Brokerage ProceduresOctober 23, 2025
  3. 6.0.3Direct PaymentsOctober 23, 2025
  4. 6.0.4Assistive Technology and TelecareOctober 23, 2025

7.Initial Contact Team

  1. 7.0.1Initial Contact teamOctober 23, 2025
  2. 7.0.2Receiving a Contact or ReferralJune 6, 2025
  3. 7.0.3Deciding the Outcome of a Contact or Referral (First Point of Contact)May 30, 2025
  4. 7.0.4Actions and Next StepsOctober 23, 2025
  5. 7.0.5Monitoring Urgent or Interim Support and ServicesJune 2, 2025

8.Occupational Therapy Service

  1. 8.0.1Occupational Therapy ServiceOctober 23, 2025

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralJune 6, 2025
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)October 23, 2025
  3. 8.1.3Actions and Next StepsOctober 23, 2025

8.2Establishing Needs

  1. 8.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)March 26, 2024
  2. 8.2.2Preparing to Establish Needs (Occupational Therapy)November 27, 2024
  3. 8.2.3The Skilled Conversation (Occupational Therapy)November 27, 2024
  4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)November 26, 2024
  5. 8.2.5Establishing Likely Eligibility for a Disabled Facilities GrantApril 24, 2023
  6. 8.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)October 23, 2025
  7. 8.2.7Communicating the Outcome and Next Steps (Occupational Therapy)November 27, 2024

8.3Meeting Needs

  1. 8.3.1Establishing Ordinary Residence (Occupational Therapy)October 25, 2024
  2. 8.3.2Requesting a Financial AssessmentJune 6, 2025
  3. 8.3.3Applying for a Disabled Facilities GrantOctober 15, 2023
  4. 8.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
  5. 8.3.5Providing EquipmentJuly 21, 2023
  6. 8.3.6Equipment in a Care HomeNovember 26, 2024
  7. 8.3.7Providing Direct SupportNovember 26, 2024

8.4Monitoring and Review

  1. 8.4.1Monitoring and ReviewOctober 23, 2025

9.Hospital Social Work Team

  1. 9.0.1Hospital Social WorkOctober 23, 2025

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralJune 6, 2025
  2. 9.1.2Deciding the Outcome of a Contact or Referral (Hospital Discharge)May 30, 2025
  3. 9.1.3Actions and Next StepsOctober 23, 2025

9.2Discharge to Assess (Home First)

  1. 9.2.1Discharge to Assess (Home First)November 30, 2023
  2. 9.2.2Monitoring Urgent or Interim Support and ServicesJune 2, 2025

9.3Establishing Needs

  1. 9.3.1Introduction, Legal Requirements and ToolsJune 6, 2025
  2. 9.3.2Preparing to Establish NeedsJune 6, 2025
  3. 9.3.3The Skilled ConversationJune 6, 2025
  4. 9.3.4Agreeing Needs and Making a Formal RecordJune 6, 2025
  5. 9.3.5Understanding and Applying Eligibility CriteriaOctober 23, 2025
  6. 9.3.6Communicating the Outcome and Next StepsJune 6, 2025

9.4Meeting Needs

  1. 9.4.1Establishing Ordinary ResidenceOctober 23, 2025
  2. 9.4.2Requesting a Financial AssessmentJune 6, 2025
  3. 9.4.3Setting an Indicative BudgetJune 6, 2025
  4. 9.4.4Care and Support PlanningOctober 23, 2025
  5. 9.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2025
  6. 9.4.6Arranging Support and ServicesOctober 23, 2025

9.5Reviewing Support and Services

  1. 9.5.1Legal Requirements of a Care and Support Plan Review and ToolsJune 6, 2025
  2. 9.5.2Preparing to Carry out a Care and Support Plan ReviewJune 6, 2025
  3. 9.5.3The Full Review ConversationOctober 23, 2025
  4. 9.5.4The Light Touch Review ConversationJune 6, 2025
  5. 9.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2025
  6. 9.5.6Actions Following a Care and Support Plan ReviewOctober 23, 2025
  7. 9.5.7Reviewing a Direct Payment

10.Community Locality Team

  1. 10.0.1Community Locality TeamOctober 23, 2025

10.1Contact and Referral

  1. 10.1.1Receiving a Contact or ReferralJune 6, 2025
  2. 10.1.2Deciding the Outcome of a Contact or ReferralJune 6, 2025
  3. 10.1.3Actions and Next StepsOctober 23, 2025

10.2Establishing Needs

  1. 10.2.1Introduction, Legal Requirements and ToolsJune 6, 2025
  2. 10.2.2Preparing to Establish NeedsJune 6, 2025
  3. 10.2.3The Skilled ConversationJune 6, 2025
  4. 10.2.4Agreeing Needs and Making a Formal RecordJune 6, 2025
  5. 10.2.5Understanding and Applying Eligibility CriteriaOctober 23, 2025
  6. 10.2.6Communicating the Outcome and Next StepsJune 6, 2025

10.3Arranging and Reviewing Reablement

  1. 10.3.1Establishing Ordinary Residence (Reablement)August 16, 2023
  2. 10.3.2The Reablement PlanOctober 23, 2025
  3. 10.3.3Monitoring ReablementOctober 23, 2025
  4. 10.3.4Monitoring ActionsOctober 23, 2025
  5. 10.3.5The Reablement ReviewOctober 23, 2025
  6. 10.3.6Deciding the Outcome of a Reablement Review and Making a Formal RecordOctober 23, 2025
  7. 10.3.7Actions Following a Reablement ReviewOctober 23, 2025

10.4Meeting Ongoing Needs

  1. 10.4.1Establishing Ordinary ResidenceOctober 23, 2025
  2. 10.4.2Requesting a Financial AssessmentJune 6, 2025
  3. 10.4.3Setting an Indicative BudgetJune 6, 2025
  4. 10.4.4Care and Support PlanningOctober 23, 2025
  5. 10.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2025
  6. 10.4.6Arranging Support and ServicesOctober 23, 2025

10.5Reviewing Support and Services

  1. 10.5.1Legal Requirements of a Care and Support Plan Review and ToolsJune 6, 2025
  2. 10.5.2Preparing to Carry out a Care and Support Plan ReviewJune 6, 2025
  3. 10.5.3The Full Review ConversationOctober 23, 2025
  4. 10.5.4The Light Touch Review ConversationJune 6, 2025
  5. 10.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2025
  6. 10.5.6Actions Following a Care and Support Plan ReviewOctober 23, 2025
  7. 10.5.7Monitoring Urgent or Interim Support and ServicesJune 2, 2025
  8. 10.5.8Reviewing a Direct Payment

11.Team 5

  1. 11.0.1Team 5October 23, 2025

11.1Contact and Referral

  1. 11.1.1Receiving a Contact or ReferralJune 6, 2025
  2. 11.1.2Deciding the Outcome of a Contact or ReferralJune 6, 2025
  3. 11.1.3Actions and Next StepsOctober 23, 2025

11.2Establishing Needs

  1. 11.2.1Introduction, Legal Requirements and ToolsJune 6, 2025
  2. 11.2.2Preparing to Establish NeedsJune 6, 2025
  3. 11.2.3The Skilled ConversationJune 6, 2025
  4. 11.2.4Agreeing Needs and Making a Formal RecordJune 6, 2025
  5. 11.2.5Understanding and Applying Eligibility CriteriaOctober 23, 2025
  6. 11.2.6Communicating the Outcome and Next StepsJune 6, 2025

11.3Meeting Needs

  1. 11.3.1Establishing Ordinary ResidenceOctober 23, 2025
  2. 11.3.2Requesting a Financial AssessmentJune 6, 2025
  3. 11.3.3Setting an Indicative BudgetJune 6, 2025
  4. 11.3.4Care and Support PlanningOctober 23, 2025
  5. 11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2025
  6. 11.3.6Arranging Support and ServicesOctober 23, 2025

11.4Reviewing Support and Services

  1. 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsJune 6, 2025
  2. 11.4.2Preparing to Carry out a Care and Support Plan ReviewJune 6, 2025
  3. 11.4.3The Full Review ConversationOctober 23, 2025
  4. 11.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2025
  5. 11.4.5Actions Following a Care and Support Plan ReviewOctober 23, 2025
  6. 11.4.6Monitoring Urgent or Interim Support and ServicesJune 2, 2025
  7. 11.4.7Reviewing a Direct Payment

12.Coordination and Review Teams

  1. 12.0.1Coordination and Review TeamOctober 23, 2025

12.1Contact and Review Requests

  1. 12.1.1Receiving a Contact or Review RequestApril 12, 2022
  2. 12.1.2Deciding the Outcome of a Contact or Review RequestMay 30, 2025
  3. 12.1.3Actions and Next StepsOctober 23, 2025

12.2Reviewing Support and Services

  1. 12.2.1Legal Requirements of a Care and Support Plan Review and ToolsJune 6, 2025
  2. 12.2.2Preparing to Carry out a Care and Support Plan ReviewJune 6, 2025
  3. 12.2.3The Full Review ConversationOctober 23, 2025
  4. 12.2.4The Light Touch Review ConversationJune 6, 2025
  5. 12.2.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2025
  6. 12.2.6Actions Following a Care and Support Plan ReviewOctober 23, 2025
  7. 12.2.7Monitoring Urgent or Interim Support and ServicesJune 2, 2025
  8. 12.2.8Reviewing a Direct Payment

12.3Establishing Needs

  1. 12.3.1Introduction, Legal Requirements and ToolsJune 6, 2025
  2. 12.3.2Preparing to Establish NeedsJune 6, 2025
  3. 12.3.3The Skilled ConversationJune 6, 2025
  4. 12.3.4Agreeing Needs and Making a Formal RecordJune 6, 2025
  5. 12.3.5Understanding and Applying Eligibility CriteriaOctober 23, 2025
  6. 12.3.6Communicating the Outcome and Next StepsJune 6, 2025

12.4Meeting Needs

  1. 12.4.1Requesting a Financial AssessmentJune 6, 2025
  2. 12.4.2Setting an Indicative BudgetJune 6, 2025
  3. 12.4.3Care and Support PlanningOctober 23, 2025
  4. 12.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2025
  5. 12.4.5Arranging Support and ServicesOctober 23, 2025

13.Learning Disability Team

  1. 13.0.1Learning DisabilityOctober 23, 2025

13.1Contact and Referral

  1. 13.1.1Receiving a Contact or ReferralJune 6, 2025
  2. 13.1.2Deciding the Outcome of a Contact or ReferralJune 6, 2025
  3. 13.1.3Actions and Next StepsOctober 23, 2025

13.2Establishing Needs

  1. 13.2.1Introduction, Legal Requirements and ToolsJune 6, 2025
  2. 13.2.2Preparing to Establish NeedsJune 6, 2025
  3. 13.2.3The Skilled ConversationJune 6, 2025
  4. 13.2.4Agreeing Needs and Making a Formal RecordJune 6, 2025
  5. 13.2.5Understanding and Applying Eligibility CriteriaOctober 23, 2025
  6. 13.2.6Communicating the Outcome and Next StepsJune 6, 2025

13.3Meeting Needs

  1. 13.3.1Establishing Ordinary ResidenceOctober 23, 2025
  2. 13.3.2Requesting a Financial AssessmentJune 6, 2025
  3. 13.3.3Setting an Indicative BudgetJune 6, 2025
  4. 13.3.4Care and Support PlanningOctober 23, 2025
  5. 13.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2025
  6. 13.3.6Arranging Support and ServicesOctober 23, 2025

13.4Reviewing Support and Services

  1. 13.4.1Legal Requirements of a Care and Support Plan Review and ToolsJune 6, 2025
  2. 13.4.2Preparing to Carry out a Care and Support Plan ReviewJune 6, 2025
  3. 13.4.3The Full Review ConversationOctober 23, 2025
  4. 13.4.4The Light Touch Review ConversationJune 6, 2025
  5. 13.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2025
  6. 13.4.6Actions Following a Care and Support Plan ReviewOctober 23, 2025
  7. 13.4.7Monitoring Urgent or Interim Support and ServicesJune 2, 2025
  8. 13.4.8Reviewing a Direct Payment

14.Transition to Adult Care and Support

  1. 14.0.1Transition to Adult Care and SupportOctober 23, 2025

14.1Deciding Whether to Start Transition

  1. 14.1.1Deciding Whether to Start TransitionApril 24, 2023
  2. 14.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 14.1.3Recording the Decision and Next StepsNovember 3, 2021

14.2Child's Needs Assessment

  1. 14.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)March 26, 2024
  2. 14.2.2Preparing to Establish Needs (Child's Needs Assessment)January 31, 2024
  3. 14.2.3The Skilled Conversation (Child's Needs Assessment)May 30, 2025
  4. 14.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)July 21, 2023

14.3Carer's Transition Assessments

  1. 14.3.1Introduction, Legal Requirements and Tools (Carer's Transition)March 26, 2024
  2. 14.3.2Preparing to Establish the Needs of Parent CarersJanuary 31, 2024
  3. 14.3.3Preparing to Establish the Needs of Young CarersJanuary 31, 2024
  4. 14.3.4The Skilled Conversation (Parent Carers)January 31, 2024
  5. 14.3.5The Skilled Conversation (Young Carers)May 30, 2025
  6. 14.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)November 26, 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 PlanNovember 13, 2023
  3. 14.4.3Reviewing a Transition PlanJanuary 31, 2024
  4. 14.4.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

15.Community Mental Health Teams

  1. 15.0.1Community Mental Health TeamsOctober 23, 2025

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or ReferralJune 6, 2025
  2. 15.1.2Contact and Referral Adult Care and Support ProceduresOctober 23, 2025

15.2Establishing Needs

  1. 15.2.1Introduction, Legal Requirements and ToolsJune 6, 2025
  2. 15.2.2Preparing to Establish NeedsJune 6, 2025
  3. 15.2.3The Skilled ConversationJune 6, 2025
  4. 15.2.4Agreeing Needs and Making a Formal RecordJune 6, 2025
  5. 15.2.5Understanding and Applying Eligibility CriteriaOctober 23, 2025
  6. 15.2.6Communicating the Outcome and Next StepsJune 6, 2025

15.3Meeting Needs

  1. 15.3.1Establishing Ordinary ResidenceOctober 23, 2025
  2. 15.3.2Requesting a Financial AssessmentJune 6, 2025
  3. 15.3.3Setting an Indicative BudgetJune 6, 2025
  4. 15.3.4Care and Support PlanningOctober 23, 2025
  5. 15.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2025
  6. 15.3.6Arranging Support and ServicesOctober 23, 2025

15.4Reviewing Support and Services

  1. 15.4.1Legal Requirements of a Care and Support Plan Review and ToolsJune 6, 2025
  2. 15.4.2Preparing to Carry out a Care and Support Plan ReviewJune 6, 2025
  3. 15.4.3The Full Review ConversationOctober 23, 2025
  4. 15.4.4The Light Touch Review ConversationJune 6, 2025
  5. 15.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2025
  6. 15.4.6Actions Following a Care and Support Plan ReviewOctober 23, 2025
  7. 15.4.7Monitoring Urgent or Interim Support and ServicesJune 2, 2025
  8. 15.4.8Reviewing a Direct Payment

15.5Functions under the Mental Health Act

  1. 15.5.1Understanding the Mental Health Act 1983November 27, 2024
  2. 15.5.2Social Circumstances ReportMarch 26, 2024
  3. 15.5.3Section 117 AftercareNovember 25, 2022
  4. 15.5.4Community Mental Health FrameworkAugust 16, 2023

16.AMHP Procedure

  1. 16.0.1AMHP ProcedureAugust 29, 2024

17.Carers Procedures

17.1Contact and Referral

  1. 17.1.1Receiving a Contact or ReferralJune 6, 2025
  2. 17.1.2Deciding the Outcome of a Contact or Referral (Carers)October 23, 2025
  3. 17.1.3Actions and Next Steps (Carers)October 23, 2025

17.2Establishing Needs

  1. 17.2.1Introduction, Legal Requirements and Tools (Carers)March 26, 2024
  2. 17.2.2Preparing to Establish Needs (Carers)January 31, 2024
  3. 17.2.3The Skilled Conversation (Carers)May 30, 2025
  4. 17.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 17.2.5Understanding and Applying Eligibility Criteria (Carers)October 23, 2025
  6. 17.2.6Communicating the Outcome and Next Steps (Carers)May 30, 2025

17.3Meeting Needs

  1. 17.3.1Establishing Ordinary ResidenceOctober 23, 2025
  2. 17.3.2Requesting a Financial AssessmentJune 6, 2025
  3. 17.3.3Setting an Indicative BudgetJune 6, 2025
  4. 17.3.4Support PlanningMay 30, 2025
  5. 17.3.5Signing off a Support Plan and Agreeing a Final Personal Budget (Carers)October 23, 2025
  6. 17.3.6Arranging Support and ServicesOctober 23, 2025

17.4Reviewing Support and Services

  1. 17.4.1Legal Requirements of a Support Plan Review and ToolsApril 18, 2024
  2. 17.4.2Preparing to Carry out a Support Plan ReviewJanuary 31, 2024
  3. 17.4.3The Full Review Conversation (Carers)February 19, 2026
  4. 17.4.4The Light Touch Review Conversation (Carers)February 19, 2026
  5. 17.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 17.4.6Actions Following a Support Plan ReviewOctober 23, 2025
  7. 17.4.7Monitoring Urgent or Interim Support and ServicesJune 2, 2025
  8. 17.4.8Reviewing a Direct Payment

18.Placements and Brokerage Service

  1. 18.0.1Placements and Brokerage ServiceOctober 23, 2025

19.Universal Procedures (used by all teams)

  1. 19.0.1Equality, Diversity and Human RightsOctober 23, 2025
  2. 19.0.2Recording and Keeping RecordsOctober 23, 2025
  3. 19.0.3Providing Information about a Person or CarerMay 6, 2025
  4. 19.0.4Risk AssessmentMarch 28, 2025
  5. 19.0.5Lone WorkingOctober 23, 2025
  6. 19.0.6Joint WorkNovember 3, 2021
  7. 19.0.7Co-productionOctober 23, 2025
  8. 19.0.8Social Media (use of)October 23, 2025
  9. 19.0.9Storage of Data on Practitioners' Mobile DevicesOctober 23, 2025
  10. 19.0.10Interpreter and Translation ServicesMay 6, 2025
  11. 19.0.11Death of a Person or CarerSeptember 9, 2024

20.Specialist Procedures

  1. 20.0.1Appointeeship, Deputyship and Financial AffairsOctober 23, 2025
  2. 20.0.2Debt Respite Scheme (Breathing Spaces) ProcedureOctober 23, 2025
  3. 20.0.3Housing and HomelessnessOctober 23, 2025
  4. 20.0.4CareCubed ProcedureOctober 15, 2023
  5. 20.0.5Minor Works and Low Level EquipmentOctober 23, 2025
  6. 20.0.6Joint Packages of Health and Social CareOctober 23, 2025
  7. 20.0.7NHS Continuing Healthcare ProcedureOctober 23, 2025
  8. 20.0.8NHS-funded Nursing Care Procedure (FNC)November 30, 2023
  9. 20.0.9End of Life Procedures and Practice GuidanceNovember 27, 2024
  10. 20.0.10Legal ServicesOctober 23, 2025
  11. 20.0.11Ordinary Residence ProcedureSeptember 12, 2023
  12. 20.0.12Continuity of Care ArrangementsNovember 30, 2023
  13. 20.0.13Cross Border PlacementsJanuary 31, 2024
  14. 20.0.14Protecting Moveable PropertyMay 6, 2025
  15. 20.0.15Service Interruptions and Provider FailureJanuary 2, 2024
  16. 20.0.16No Recourse to Public Funds (NRPF)October 23, 2025
  17. 20.0.17Prisons and Approved PremisesMay 6, 2025
  18. 20.0.18Acting as an Appropriate AdultMay 6, 2025
  19. 20.0.19Working Effectively with Parents and Children's ServicesOctober 23, 2025

Last Updated: February 24, 2026

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