Skip to content
Company Logo

Contents

Quick Links:

1.The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

4.Deprivation of Liberty

5.Procedures for all ASC Staff

6.Specialist Procedures

7.Community Health and Social Care Hub (SPOA)

8.Assessment

9.Occupational Therapy

10.Assisted Technology and Moving & Handling

11.Learning Disabilities

12.Transitioning Team

13.Mental Health

14.Carers Procedures

15.Client Financial Affairs

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 Procedure
    Updated
    April 14, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyApril 14, 2025

5.Procedures for all ASC Staff

  1. 5.0.1Equality, Diversity and Human Rights
    Updated
    April 14, 2025
  2. 5.0.2Recording and Keeping Records
    Updated
    April 14, 2025
  3. 5.0.3Providing Information about a Person or Carer
    Updated
    April 14, 2025
  4. 5.0.4Financial AssessmentApril 12, 2024
  5. 5.0.5Direct Payments
    Updated
    April 14, 2025
  6. 5.0.6Technology Enabled CareOctober 25, 2023
  7. 5.0.7Risk AssessmentApril 14, 2025
  8. 5.0.8Lone WorkingOctober 25, 2023
  9. 5.0.9Joint WorkNovember 3, 2021
  10. 5.0.10Co-production
    Updated
    April 14, 2025
  11. 5.0.11Social Media (use of)April 12, 2024
  12. 5.0.12Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  13. 5.0.13Interpreter and Translation ServicesApril 14, 2025
  14. 5.0.14Death of a Person or CarerApril 14, 2025

6.Specialist Procedures

  1. 6.0.1Individual Service FundsOctober 25, 2023
  2. 6.0.2Deputyship and Financial Affairs
    Updated
    April 14, 2025
  3. 6.0.3Debt Respite Scheme (Breathing Spaces) Procedure
    Updated
    April 14, 2025
  4. 6.0.4Minor Works and Low Level EquipmentOctober 25, 2023
  5. 6.0.5Joint Packages of Health and Social Care
    Updated
    April 14, 2025
  6. 6.0.6NHS Continuing Healthcare Procedure
    Updated
    April 14, 2025
  7. 6.0.7NHS-funded Nursing Care Procedure (FNC)April 12, 2024
  8. 6.0.8End of Life Procedures and Practice Guidance
    Updated
    April 14, 2025
  9. 6.0.9Legal ServicesNovember 22, 2021
  10. 6.0.10Ordinary Residence ProcedureOctober 25, 2023
  11. 6.0.11Continuity of Care ArrangementsApril 12, 2024
  12. 6.0.12Cross Border PlacementsApril 14, 2025
  13. 6.0.13Protecting Moveable Property
    Updated
    April 14, 2025
  14. 6.0.14Service Interruptions and Provider FailureApril 12, 2024
  15. 6.0.15No Recourse to Public Funds (NRPF)
    Updated
    April 14, 2025
  16. 6.0.16Prisons and Approved PremisesApril 14, 2025
  17. 6.0.17Acting as an Appropriate AdultApril 12, 2024

7.Community Health and Social Care Hub (SPOA)

7.1Contact and Referral

  1. 7.1.1Receiving a Contact or ReferralApril 14, 2025
  2. 7.1.2Deciding the Outcome of a Contact or Referral (SPOA)April 14, 2025
  3. 7.1.3Actions and Next Steps
    Updated
    April 14, 2025

7.2Establishing Needs

  1. 7.2.1Introduction, Legal Requirements and ToolsApril 12, 2024
  2. 7.2.2Preparing to Establish NeedsApril 14, 2025
  3. 7.2.3The Skilled ConversationApril 14, 2025
  4. 7.2.4Agreeing Needs and Making a Formal RecordOctober 25, 2023
  5. 7.2.5Understanding and Applying Eligibility CriteriaOctober 23, 2024
  6. 7.2.6Communicating the Outcome and Next StepsOctober 25, 2023

7.3Meeting Needs

  1. 7.3.1Establishing Ordinary ResidenceApril 14, 2025
  2. 7.3.2Requesting a Financial AssessmentApril 12, 2024
  3. 7.3.3Setting an Indicative BudgetOctober 23, 2024
  4. 7.3.4Care and Support PlanningApril 14, 2025
  5. 7.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2024
  6. 7.3.6Arranging Support and ServicesOctober 23, 2024

7.4Reviewing Support and Services

  1. 7.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 23, 2024
  2. 7.4.2Preparing to Carry out a Care and Support Plan ReviewApril 14, 2025
  3. 7.4.3The Full Review ConversationApril 14, 2025
  4. 7.4.4The Light Touch Review ConversationOctober 23, 2024
  5. 7.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 23, 2024
  6. 7.4.6Actions Following a Care and Support Plan ReviewApril 14, 2025
  7. 7.4.7Monitoring Urgent or Interim Support and ServicesApril 12, 2024
  8. 7.4.8Review of a Direct Payment

8.Assessment

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralApril 14, 2025
  2. 8.1.2Deciding the Outcome of a Contact or ReferralApril 14, 2025
  3. 8.1.3Actions and Next Steps
    Updated
    April 14, 2025

8.2Discharge to Assess

  1. 8.2.1Discharge to Assess (Home First)April 12, 2024

8.3Establishing Needs

  1. 8.3.1Introduction, Legal Requirements and ToolsApril 12, 2024
  2. 8.3.2Preparing to Establish NeedsApril 14, 2025
  3. 8.3.3The Skilled ConversationApril 14, 2025
  4. 8.3.4Agreeing Needs and Making a Formal RecordOctober 25, 2023
  5. 8.3.5Understanding and Applying Eligibility CriteriaOctober 23, 2024
  6. 8.3.6Communicating the Outcome and Next StepsOctober 25, 2023

8.4Meeting Needs

  1. 8.4.1Establishing Ordinary ResidenceApril 14, 2025
  2. 8.4.2Requesting a Financial AssessmentApril 12, 2024
  3. 8.4.3Setting an Indicative BudgetOctober 23, 2024
  4. 8.4.4Care and Support PlanningApril 14, 2025
  5. 8.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2024
  6. 8.4.6Arranging Support and ServicesOctober 23, 2024

8.5Reviewing Support and Services

  1. 8.5.1Monitoring Urgent or Interim Support and ServicesApril 12, 2024
  2. 8.5.2Legal Requirements of a Care and Support Plan Review and ToolsOctober 23, 2024
  3. 8.5.3Preparing to Carry out a Care and Support Plan ReviewApril 14, 2025
  4. 8.5.4The Full Review ConversationApril 14, 2025
  5. 8.5.5The Light Touch Review ConversationOctober 23, 2024
  6. 8.5.6Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 23, 2024
  7. 8.5.7Actions Following a Care and Support Plan ReviewApril 14, 2025
  8. 8.5.8Reviewing a Direct Payment

9.Occupational Therapy

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralApril 14, 2025
  2. 9.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)April 14, 2025
  3. 9.1.3Actions and Next Steps
    Updated
    April 14, 2025

9.2Establishing Needs

  1. 9.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)April 12, 2024
  2. 9.2.2Preparing to Establish Needs (Occupational Therapy)April 14, 2025
  3. 9.2.3The Skilled Conversation (Occupational Therapy)April 14, 2025
  4. 9.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)October 23, 2024
  5. 9.2.5Establishing Likely Eligibility for a Disabled Facilities GrantApril 24, 2023
  6. 9.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)April 14, 2025
  7. 9.2.7Communicating the Outcome and Next Steps (Occupational Therapy)April 14, 2025

9.3Meeting Needs

  1. 9.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
  2. 9.3.2Requesting a Financial AssessmentApril 12, 2024
  3. 9.3.3Applying for a Disabled Facilities GrantApril 12, 2024
  4. 9.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
  5. 9.3.5Providing EquipmentApril 14, 2025
  6. 9.3.6Equipment in a Care HomeApril 14, 2025
  7. 9.3.7Providing Direct SupportApril 14, 2025

9.4Monitoring and Review

  1. 9.4.1Monitoring and ReviewApril 14, 2025

10.Assisted Technology and Moving & Handling

10.1Assisted Technology

  1. 10.1.1Technology Enabled CareOctober 25, 2023

10.2Moving & Handling

  1. 10.2.1Minor Works and Low Level EquipmentOctober 25, 2023
  2. 10.2.2Providing EquipmentApril 14, 2025
  3. 10.2.3Equipment in a Care HomeApril 14, 2025
  4. 10.2.4Providing Direct SupportApril 14, 2025

11.Learning Disabilities

11.1Contact and Referral

  1. 11.1.1Receiving a Contact or ReferralApril 14, 2025
  2. 11.1.2Deciding the Outcome of a Contact or ReferralApril 14, 2025
  3. 11.1.3Actions and Next Steps
    Updated
    April 14, 2025

11.2Establishing Needs

  1. 11.2.1Introduction, Legal Requirements and ToolsApril 12, 2024
  2. 11.2.2Preparing to Establish NeedsApril 14, 2025
  3. 11.2.3The Skilled ConversationApril 14, 2025
  4. 11.2.4Agreeing Needs and Making a Formal RecordOctober 25, 2023
  5. 11.2.5Understanding and Applying Eligibility CriteriaOctober 23, 2024
  6. 11.2.6Communicating the Outcome and Next StepsOctober 25, 2023

11.3Meeting Needs

  1. 11.3.1Establishing Ordinary ResidenceApril 14, 2025
  2. 11.3.2Requesting a Financial AssessmentApril 12, 2024
  3. 11.3.3Setting an Indicative BudgetOctober 23, 2024
  4. 11.3.4Care and Support PlanningApril 14, 2025
  5. 11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2024
  6. 11.3.6Arranging Support and ServicesOctober 23, 2024

11.4Reviewing Support and Services

  1. 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 23, 2024
  2. 11.4.2Preparing to Carry out a Care and Support Plan ReviewApril 14, 2025
  3. 11.4.3The Full Review ConversationApril 14, 2025
  4. 11.4.4The Light Touch Review ConversationOctober 23, 2024
  5. 11.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 23, 2024
  6. 11.4.6Actions Following a Care and Support Plan ReviewApril 14, 2025
  7. 11.4.7Monitoring Urgent or Interim Support and ServicesApril 12, 2024
  8. 11.4.8Reviewing a Direct Payment

12.Transitioning Team

12.1Children’s Procedures

  1. 12.1.1Kirklees Children’s Social Work Service Online Procedures

12.2Deciding Whether to Start Transition

  1. 12.2.1Deciding Whether to Start TransitionApril 24, 2023
  2. 12.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 12.2.3Recording the Decision and Next StepsNovember 3, 2021

12.3Child's Needs Assessment

  1. 12.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)April 12, 2024
  2. 12.3.2Preparing to Establish Needs (Child's Needs Assessment)April 14, 2025
  3. 12.3.3The Skilled Conversation (Child's Needs Assessment)April 14, 2025
  4. 12.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)October 25, 2023

12.4Carer's Transition Assessments

  1. 12.4.1Introduction, Legal Requirements and Tools (Carer's Transition)April 12, 2024
  2. 12.4.2Preparing to Establish the Needs of Parent CarersApril 12, 2024
  3. 12.4.3Preparing to Establish the Needs of Young CarersApril 12, 2024
  4. 12.4.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 12.4.5The Skilled Conversation (Young Carers)April 14, 2025
  6. 12.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)October 23, 2024

12.5Transition Planning and Review

  1. 12.5.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 12.5.2The Transition PlanApril 12, 2024
  3. 12.5.3Reviewing a Transition PlanApril 12, 2024
  4. 12.5.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

12.6Contacts from Adults

  1. 12.6.1Receiving a ContactOctober 25, 2023
  2. 12.6.2Deciding the Outcome of a ContactApril 14, 2025
  3. 12.6.3Actions and Next Steps
    Updated
    April 14, 2025

12.7Establish Needs (Adults)

  1. 12.7.1Introduction, Legal Requirements and ToolsApril 12, 2024
  2. 12.7.2Preparing to Establish NeedsApril 14, 2025
  3. 12.7.3The Skilled ConversationApril 14, 2025
  4. 12.7.4Agreeing Needs and Making a Formal RecordOctober 25, 2023
  5. 12.7.5Understanding and Applying Eligibility CriteriaOctober 23, 2024
  6. 12.7.6Communicating the Outcome and Next StepsOctober 25, 2023

12.8Meeting Needs (Adults)

  1. 12.8.1Requesting a Financial AssessmentApril 12, 2024
  2. 12.8.2Setting an Indicative BudgetOctober 23, 2024
  3. 12.8.3Care and Support PlanningApril 14, 2025
  4. 12.8.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2024
  5. 12.8.5Arranging Support and ServicesOctober 23, 2024

12.9Reviewing Support and Services (Adults)

  1. 12.9.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 23, 2024
  2. 12.9.2Preparing to Carry out a Care and Support Plan ReviewApril 14, 2025
  3. 12.9.3The Full Review ConversationApril 14, 2025
  4. 12.9.4The Light Touch Review ConversationOctober 23, 2024
  5. 12.9.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 23, 2024
  6. 12.9.6Actions Following a Care and Support Plan ReviewApril 14, 2025
  7. 12.9.7Monitoring Urgent or Interim Support and ServicesApril 12, 2024
  8. 12.9.8Reviewing a Direct Payment

13.Mental Health

13.1Contact and Referral (Enhanced and Core Teams)

  1. 13.1.1Receiving a Contact or ReferralApril 14, 2025
  2. 13.1.2Contact and Referral Adult Care and Support Procedures
    Updated
    April 14, 2025

13.2Contact and Referral (Mental Health Social Care Hub)

  1. 13.2.1Receiving a Contact or ReferralApril 14, 2025
  2. 13.2.2Deciding the Outcome of a Contact or ReferralApril 14, 2025
  3. 13.2.3Actions and Next Steps
    Updated
    April 14, 2025

13.3Establishing Needs

  1. 13.3.1Introduction, Legal Requirements and ToolsApril 12, 2024
  2. 13.3.2Preparing to Establish NeedsApril 14, 2025
  3. 13.3.3The Skilled ConversationApril 14, 2025
  4. 13.3.4Agreeing Needs and Making a Formal RecordOctober 25, 2023
  5. 13.3.5Understanding and Applying Eligibility CriteriaOctober 23, 2024
  6. 13.3.6Communicating the Outcome and Next StepsOctober 25, 2023

13.4Meeting Needs

  1. 13.4.1Establishing Ordinary ResidenceApril 14, 2025
  2. 13.4.2Requesting a Financial AssessmentApril 12, 2024
  3. 13.4.3Setting an Indicative BudgetOctober 23, 2024
  4. 13.4.4Care and Support PlanningApril 14, 2025
  5. 13.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 23, 2024
  6. 13.4.6Arranging Support and ServicesOctober 23, 2024

13.5Reviewing Support and Services

  1. 13.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 23, 2024
  2. 13.5.2Preparing to Carry out a Care and Support Plan ReviewApril 14, 2025
  3. 13.5.3The Full Review ConversationApril 14, 2025
  4. 13.5.4The Light Touch Review ConversationOctober 23, 2024
  5. 13.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 23, 2024
  6. 13.5.6Actions Following a Care and Support Plan ReviewApril 14, 2025
  7. 13.5.7Monitoring Urgent or Interim Support and ServicesApril 12, 2024
  8. 13.5.8Reviewing a Direct Payment

13.6Functions under the Mental Health Act

  1. 13.6.1Understanding the Mental Health Act 1983April 14, 2025
  2. 13.6.2Social Circumstances ReportApril 12, 2024
  3. 13.6.3Section 117 AftercareApril 12, 2024
  4. 13.6.4Community Mental Health FrameworkOctober 25, 2023

13.7AMHP Procedure

  1. 13.7.1AMHP ProcedureOctober 23, 2024

14.Carers Procedures

14.1Contact and Referral

  1. 14.1.1Receiving a Contact or ReferralApril 14, 2025
  2. 14.1.2Deciding the Outcome of a Contact or Referral (Carers)April 14, 2025
  3. 14.1.3Actions and Next Steps (Carers)
    Updated
    April 14, 2025

14.2Establishing Needs

  1. 14.2.1Introduction, Legal Requirements and Tools (Carers)April 12, 2024
  2. 14.2.2Preparing to Establish Needs (Carers)April 12, 2024
  3. 14.2.3The Skilled Conversation (Carers)
    Updated
    April 14, 2025
  4. 14.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 14.2.5Understanding and Applying Eligibility Criteria (Carers)April 12, 2024
  6. 14.2.6Communicating the Outcome and Next Steps (Carers)October 25, 2023

14.3Meeting Needs

  1. 14.3.1Establishing Ordinary ResidenceApril 14, 2025
  2. 14.3.2Requesting a Financial AssessmentApril 12, 2024
  3. 14.3.3Setting an Indicative BudgetOctober 23, 2024
  4. 14.3.4Support PlanningOctober 23, 2024
  5. 14.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetOctober 23, 2024
  6. 14.3.6Arranging Support and ServicesOctober 23, 2024

14.4Reviewing Support and Services

  1. 14.4.1Legal Requirements of a Support Plan Review and ToolsApril 12, 2024
  2. 14.4.2Preparing to Carry out a Support Plan Review (Carers)April 12, 2024
  3. 14.4.3The Full Review Conversation (Carers)
    Updated
    April 14, 2025
  4. 14.4.4The Light Touch Review Conversation (Carers)
    Updated
    April 14, 2025
  5. 14.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 14.4.6Actions Following a Support Plan ReviewApril 14, 2025
  7. 14.4.7Monitoring Urgent or Interim Support and ServicesApril 12, 2024
  8. 14.4.8Reviewing a Direct Payment

15.Client Financial Affairs

  1. 15.0.1Deputyship and Financial Affairs
    Updated
    April 14, 2025

Last Updated: April 14, 2025

v235