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. 2.0.1Mental Capacity in DurhamNovember 22, 2023
2. 2.0.2The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

1. 3.0.1Safeguarding AdultsMay 30, 2024

4.Deprivation of Liberty

1. 4.0.1Deprivation of Liberty Safeguards ProcedureNovember 22, 2024
2. 4.0.2Recognising and Responding to Deprivations of LibertyNovember 22, 2024

5.Universal Procedures (used by all teams)

1. 5.0.1Equality, Diversity and Human RightsMay 30, 2024
2. 5.0.2Recording and Keeping RecordsNovember 22, 2024
3. 5.0.3Providing Information about a Person or CarerNovember 22, 2024
4. 5.0.4Financial AssessmentMay 30, 2024
5. 5.0.5Commissioning and Brokerage ProceduresNovember 22, 2023
6. 5.0.6Direct PaymentsNovember 22, 2024
7. 5.0.7Assistive Technology and TelecareNovember 22, 2023
8. 5.0.8Risk AssessmentNovember 22, 2024
9. 5.0.9Lone WorkingMay 31, 2023
10. 5.0.10Joint WorkNovember 3, 2021
11. 5.0.11Social Media (use of)May 30, 2024
12. 5.0.12Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
13. 5.0.13Interpreter and Translation ServicesMay 30, 2024
14. 5.0.14Death of a Person or CarerNovember 22, 2024

6.Specialist Procedures

1. 6.0.1Deputyship and Financial AffairsNovember 22, 2024
2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureNovember 22, 2024
3. 6.0.3Joint Packages of Health and Social CareNovember 22, 2024
4. 6.0.4NHS Continuing Healthcare ProcedureNovember 22, 2024
5. 6.0.5NHS-funded Nursing Care Procedure (FNC)May 30, 2024
6. 6.0.6End of Life Procedures and Practice GuidanceNovember 22, 2024
7. 6.0.7Legal ServicesMay 31, 2023
8. 6.0.8Ordinary Residence ProcedureNovember 22, 2023
9. 6.0.9Continuity of Care ArrangementsMay 30, 2024
10. 6.0.10Cross Border PlacementsMay 30, 2024
11. 6.0.11Protecting Moveable Property and BelongingsMay 3, 2023
12. 6.0.12Service Interruptions and Provider FailureMay 30, 2024
13. 6.0.13No Recourse to Public Funds (NRPF)May 30, 2024
14. 6.0.14Prisons and Approved PremisesMay 30, 2024

7.Front Door into Services

1. 7.0.1Using these Procedures (Front Door into Services)November 22, 2023
2. 7.0.2Receiving a Contact or ReferralMay 30, 2024
3. 7.0.3Deciding the Outcome of a Contact or Referral (Front Door into Services)November 22, 2023
4. 7.0.4Actions and Next Steps (Front Door into Services)May 30, 2024
5. 7.0.5Monitoring Urgent or Interim Support and ServicesMay 30, 2024

8.Locality Teams

8.1Contact and Referral

1. 8.1.1Receiving a Contact or ReferralMay 30, 2024
2. 8.1.2Deciding the Outcome of a Contact or ReferralNovember 22, 2023
3. 8.1.3Actions and Next StepsMay 30, 2024

8.2Establishing Needs

1. 8.2.1Introduction, Legal Requirements and ToolsNovember 22, 2024
2. 8.2.2Preparing to Establish NeedsNovember 22, 2024
3. 8.2.3The Skilled ConversationMay 30, 2024
4. 8.2.4Agreeing Needs and Making a Formal RecordMay 31, 2023
5. 8.2.5Understanding and Applying Eligibility CriteriaNovember 22, 2024
6. 8.2.6Communicating the Outcome and Next StepsMay 31, 2023

8.3Meeting Needs

1. 8.3.1Establishing Ordinary ResidenceMay 31, 2023
2. 8.3.2Requesting a Financial AssessmentMay 30, 2024
3. 8.3.3Setting an Indicative BudgetNovember 22, 2024
4. 8.3.4Care and Support PlanningNovember 22, 2024
5. 8.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 22, 2024
6. 8.3.6Arranging Support and ServicesNovember 22, 2024

8.4Reviewing Support and Services

1. 8.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 22, 2024
2. 8.4.2Preparing to Carry out a Care and Support Plan ReviewMay 30, 2024
3. 8.4.3The Full Review ConversationMay 30, 2024
4. 8.4.4The Light Touch Review ConversationNovember 22, 2024
5. 8.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 30, 2024
6. 8.4.6Actions Following a Care and Support Plan ReviewMay 30, 2024
7. 8.4.7Monitoring Urgent or Interim Support and ServicesMay 30, 2024
8. 8.4.8Reviewing a Direct Payment

9.Hospital Social Work Teams

9.1Contact and Referral

1. 9.1.1Receiving a Contact or ReferralMay 30, 2024
2. 9.1.2Deciding the Outcome of a Contact or Referral (Hospital Social Work Teams)November 22, 2023
3. 9.1.3Actions and Next Steps (Hospital Social Work Teams)May 30, 2024

9.2Discharge to Assess

1. 9.2.1Discharge to Assess (Home First)November 22, 2024
2. 9.2.2Monitoring Urgent or Interim Support and ServicesMay 30, 2024

9.3Establishing Needs

1. 9.3.1Introduction, Legal Requirements and ToolsNovember 22, 2024
2. 9.3.2Preparing to Establish NeedsNovember 22, 2024
3. 9.3.3The Skilled ConversationMay 30, 2024
4. 9.3.4Agreeing Needs and Making a Formal RecordMay 31, 2023
5. 9.3.5Understanding and Applying Eligibility CriteriaNovember 22, 2024
6. 9.3.6Communicating the Outcome and Next StepsMay 31, 2023

9.4Meeting Needs

1. 9.4.1Establishing Ordinary ResidenceMay 31, 2023
2. 9.4.2Requesting a Financial AssessmentMay 30, 2024
3. 9.4.3Setting an Indicative BudgetNovember 22, 2024
4. 9.4.4Care and Support PlanningNovember 22, 2024
5. 9.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 22, 2024
6. 9.4.6Arranging Support and ServicesNovember 22, 2024

9.5Reviewing Support and Services

1. 9.5.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 22, 2024
2. 9.5.2Preparing to Carry out a Care and Support Plan ReviewMay 30, 2024
3. 9.5.3The Full Review ConversationMay 30, 2024
4. 9.5.4The Light Touch Review ConversationNovember 22, 2024
5. 9.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 30, 2024
6. 9.5.6Actions Following a Care and Support Plan ReviewMay 30, 2024
7. 9.5.7Reviewing a Direct Payment

10.Occupational Therapy Teams

10.1Contact and Referral

1. 10.1.1Receiving a Contact or ReferralMay 30, 2024
2. 10.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)November 22, 2023
3. 10.1.3Actions and Next Steps (Occupational Therapy)May 30, 2024

10.2Establishing Needs

1. 10.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)November 22, 2024
2. 10.2.2Preparing to Establish Needs (Occupational Therapy)May 30, 2024
3. 10.2.3The Skilled Conversation (Occupational Therapy)May 30, 2024
4. 10.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)November 22, 2024
5. 10.2.5Establishing Likely Eligibility for a Disabled Facilities GrantMay 31, 2023
6. 10.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)November 22, 2024
7. 10.2.7Communicating the Outcome and Next Steps (Occupational Therapy)May 30, 2024

10.3Meeting Needs

1. 10.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
2. 10.3.2Requesting a Financial AssessmentMay 30, 2024
3. 10.3.3Applying for a Disabled Facilities GrantMay 30, 2024
4. 10.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
5. 10.3.5Providing EquipmentMay 30, 2024
6. 10.3.6Equipment in a Care HomeMay 30, 2024
7. 10.3.7Providing Direct SupportMay 30, 2024

10.4Monitoring and Review

1. 10.4.1Monitoring and ReviewMay 31, 2023

11.Sensory Support Team

11.1Contact and Referral

1. 11.1.1Receiving a Contact or ReferralMay 30, 2024
2. 11.1.2Deciding the Outcome of a Contact or ReferralNovember 22, 2023
3. 11.1.3Actions and Next StepsMay 30, 2024

11.2Establishing Needs

1. 11.2.1Introduction, Legal Requirements and ToolsNovember 22, 2024
2. 11.2.2Preparing to Establish NeedsNovember 22, 2024
3. 11.2.3The Skilled ConversationMay 30, 2024
4. 11.2.4Agreeing Needs and Making a Formal RecordMay 31, 2023
5. 11.2.5Understanding and Applying Eligibility CriteriaNovember 22, 2024
6. 11.2.6Communicating the Outcome and Next StepsMay 31, 2023
7. 11.2.7Establishing Ordinary ResidenceMay 31, 2023
8. 11.2.8Requesting a Financial AssessmentMay 30, 2024

11.3Care and Support Planning

1. 11.3.1Setting an Indicative BudgetNovember 22, 2024
2. 11.3.2Care and Support PlanningNovember 22, 2024
3. 11.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 22, 2024
4. 11.3.4Arranging Support and ServicesNovember 22, 2024

11.4Reviewing a Care and Support Plan

1. 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 22, 2024
2. 11.4.2Preparing to Carry out a Care and Support Plan ReviewMay 30, 2024
3. 11.4.3The Full Review ConversationMay 30, 2024
4. 11.4.4The Light Touch Review ConversationNovember 22, 2024
5. 11.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 30, 2024
6. 11.4.6Actions Following a Care and Support Plan ReviewMay 30, 2024
7. 11.4.7Monitoring Urgent or Interim Support and ServicesMay 30, 2024
8. 11.4.8Reviewing a Direct Payment

11.5Providing Equipment

1. 11.5.1Providing EquipmentMay 30, 2024
2. 11.5.2Providing Direct SupportMay 30, 2024
3. 11.5.3Monitoring and ReviewMay 31, 2023

12.Learning Disability Locality Teams

12.1Contact and Referral

1. 12.1.1Receiving a Contact or ReferralMay 30, 2024
2. 12.1.2Deciding the Outcome of a Contact or ReferralNovember 22, 2023
3. 12.1.3Actions and Next StepsMay 30, 2024

12.2Establishing Needs

1. 12.2.1Introduction, Legal Requirements and ToolsNovember 22, 2024
2. 12.2.2Preparing to Establish NeedsNovember 22, 2024
3. 12.2.3The Skilled ConversationMay 30, 2024
4. 12.2.4Agreeing Needs and Making a Formal RecordMay 31, 2023
5. 12.2.5Understanding and Applying Eligibility CriteriaNovember 22, 2024
6. 12.2.6Communicating the Outcome and Next StepsMay 31, 2023

12.3Meeting Needs

1. 12.3.1Establishing Ordinary ResidenceMay 31, 2023
2. 12.3.2Requesting a Financial AssessmentMay 30, 2024
3. 12.3.3Setting an Indicative BudgetNovember 22, 2024
4. 12.3.4Care and Support PlanningNovember 22, 2024
5. 12.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 22, 2024
6. 12.3.6Arranging Support and ServicesNovember 22, 2024

12.4Reviewing Support and Services

1. 12.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 22, 2024
2. 12.4.2Preparing to Carry out a Care and Support Plan ReviewMay 30, 2024
3. 12.4.3The Full Review ConversationMay 30, 2024
4. 12.4.4The Light Touch Review ConversationNovember 22, 2024
5. 12.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 30, 2024
6. 12.4.6Actions Following a Care and Support Plan ReviewMay 30, 2024
7. 12.4.7Monitoring Urgent or Interim Support and ServicesMay 30, 2024
8. 12.4.8Reviewing a Direct Payment

13.Countywide Review Service

13.1Using these Procedures

1. 13.1.1Using these Procedures (Countywide Review Service)November 22, 2023

13.2Contact and Review Requests

1. 13.2.1Receiving a Contact or Review RequestMay 3, 2023
2. 13.2.2Deciding the Outcome of a Contact or Review RequestNovember 22, 2024
3. 13.2.3Actions and Next Steps (Countywide Review Service)May 30, 2024

13.3Reviewing Support and Services

1. 13.3.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 22, 2024
2. 13.3.2Preparing to Carry out a Care and Support Plan ReviewMay 30, 2024
3. 13.3.3The Full Review ConversationMay 30, 2024
4. 13.3.4The Light Touch Review ConversationNovember 22, 2024
5. 13.3.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 30, 2024
6. 13.3.6Actions Following a Care and Support Plan ReviewMay 30, 2024
7. 13.3.7Monitoring Urgent or Interim Support and ServicesMay 30, 2024
8. 13.3.8Reviewing a Direct Payment

14.Substance Misuse Service

14.1Contact and Referral

1. 14.1.1Receiving a Contact or ReferralMay 30, 2024
2. 14.1.2Deciding the Outcome of a Contact or ReferralNovember 22, 2023
3. 14.1.3Actions and Next StepsMay 30, 2024

14.2Establishing Needs

1. 14.2.1Introduction, Legal Requirements and ToolsNovember 22, 2024
2. 14.2.2Preparing to Establish NeedsNovember 22, 2024
3. 14.2.3The Skilled ConversationMay 30, 2024
4. 14.2.4Agreeing Needs and Making a Formal RecordMay 31, 2023
5. 14.2.5Understanding and Applying Eligibility CriteriaNovember 22, 2024
6. 14.2.6Communicating the Outcome and Next StepsMay 31, 2023

14.3Meeting Needs

1. 14.3.1Establishing Ordinary ResidenceMay 31, 2023
2. 14.3.2Requesting a Financial AssessmentMay 30, 2024
3. 14.3.3Setting an Indicative BudgetNovember 22, 2024
4. 14.3.4Care and Support PlanningNovember 22, 2024
5. 14.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 22, 2024
6. 14.3.6Arranging Support and ServicesNovember 22, 2024

14.4Reviewing Support and Services

1. 14.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 22, 2024
2. 14.4.2Preparing to Carry out a Care and Support Plan ReviewMay 30, 2024
3. 14.4.3The Full Review ConversationMay 30, 2024
4. 14.4.4The Light Touch Review ConversationNovember 22, 2024
5. 14.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 30, 2024
6. 14.4.6Actions Following a Care and Support Plan ReviewMay 30, 2024
7. 14.4.7Monitoring Urgent or Interim Support and ServicesMay 30, 2024
8. 14.4.8Reviewing a Direct Payment

15.Integrated Community Mental Health Teams

15.1Contact and Referral

1. 15.1.1How to Access Mental Health Social WorkMay 31, 2023
2. 15.1.2Receiving a Contact or ReferralMay 30, 2024
3. 15.1.3Contact and Referral Adult Care and Support ProceduresMay 30, 2024

15.2Establishing Needs

1. 15.2.1Introduction, Legal Requirements and ToolsNovember 22, 2024
2. 15.2.2Preparing to Establish NeedsNovember 22, 2024
3. 15.2.3The Skilled ConversationMay 30, 2024
4. 15.2.4Agreeing Needs and Making a Formal RecordMay 31, 2023
5. 15.2.5Understanding and Applying Eligibility CriteriaNovember 22, 2024
6. 15.2.6Communicating the Outcome and Next StepsMay 31, 2023

15.3Meeting Needs

1. 15.3.1Establishing Ordinary ResidenceMay 31, 2023
2. 15.3.2Requesting a Financial AssessmentMay 30, 2024
3. 15.3.3Setting an Indicative BudgetNovember 22, 2024
4. 15.3.4Care and Support PlanningNovember 22, 2024
5. 15.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 22, 2024
6. 15.3.6Arranging Support and ServicesNovember 22, 2024

15.4Reviewing Support and Services

1. 15.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 22, 2024
2. 15.4.2Preparing to Carry out a Care and Support Plan ReviewMay 30, 2024
3. 15.4.3The Full Review ConversationMay 30, 2024
4. 15.4.4The Light Touch Review ConversationNovember 22, 2024
5. 15.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 30, 2024
6. 15.4.6Actions Following a Care and Support Plan ReviewMay 30, 2024
7. 15.4.7Monitoring Urgent or Interim Support and ServicesMay 30, 2024
8. 15.4.8Reviewing a Direct Payment

15.5Functions under the Mental Health Act

1. 15.5.1Understanding the Mental Health Act 1983November 22, 2024
2. 15.5.2Community Mental Health FrameworkNovember 22, 2023
3. 15.5.3Social Circumstances ReportNovember 22, 2024
4. 15.5.4Section 117 AftercareMay 30, 2024
5. 15.5.5Acting as an Appropriate AdultMay 30, 2024

16.AMHP Procedure

1. 16.0.1AMHP ProcedureNovember 3, 2021

17.14-25 Navigation Service

17.1Children's Procedures

1. 17.1.1Children's Procedures

17.2Deciding Whether to Start Transition

1. 17.2.1Deciding Whether to Start TransitionMay 31, 2023
2. 17.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
3. 17.2.3Recording the Decision and Next StepsNovember 3, 2021

17.3Child's Needs Assessment

1. 17.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)November 22, 2024
2. 17.3.2Preparing to Establish Needs (Child's Needs Assessment)May 30, 2024
3. 17.3.3The Skilled Conversation (Child's Needs Assessment)May 30, 2024
4. 17.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)November 22, 2023

17.4Carer's Transition Assessments

1. 17.4.1Introduction, Legal Requirements and Tools (Carer's Transition)November 22, 2024
2. 17.4.2Preparing to Establish the Needs of Parent CarersMay 30, 2024
3. 17.4.3Preparing to Establish the Needs of Young CarersMay 30, 2024
4. 17.4.4The Skilled Conversation (Parent Carers)September 27, 2021
5. 17.4.5The Skilled Conversation (Young Carers)May 30, 2024
6. 17.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)May 30, 2024

17.5Transition Planning and Review

1. 17.5.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
2. 17.5.2The Transition PlanMay 30, 2024
3. 17.5.3Reviewing a Transition PlanMay 30, 2024
4. 17.5.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

17.6Contacts from Adults

1. 17.6.1Receiving a ContactMay 31, 2023
2. 17.6.2Deciding the Outcome of a ContactMay 31, 2023
3. 17.6.3Actions and Next StepsMay 30, 2024

17.7Establishing Needs (Adults)

1. 17.7.1Introduction, Legal Requirements and ToolsNovember 22, 2024
2. 17.7.2Preparing to Establish NeedsNovember 22, 2024
3. 17.7.3The Skilled ConversationMay 30, 2024
4. 17.7.4Agreeing Needs and Making a Formal RecordMay 31, 2023
5. 17.7.5Understanding and Applying Eligibility CriteriaNovember 22, 2024
6. 17.7.6Communicating the Outcome and Next StepsMay 31, 2023

17.8Meeting Needs (Adults)

1. 17.8.1Requesting a Financial AssessmentMay 30, 2024
2. 17.8.2Setting an Indicative BudgetNovember 22, 2024
3. 17.8.3Care and Support PlanningNovember 22, 2024
4. 17.8.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 22, 2024
5. 17.8.5Arranging Support and ServicesNovember 22, 2024

17.9Reviewing Support and Services (Adults)

1. 17.9.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 22, 2024
2. 17.9.2Preparing to Carry out a Care and Support Plan ReviewMay 30, 2024
3. 17.9.3The Full Review ConversationMay 30, 2024
4. 17.9.4The Light Touch Review ConversationNovember 22, 2024
5. 17.9.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 30, 2024
6. 17.9.6Actions Following a Care and Support Plan ReviewMay 30, 2024
7. 17.9.7Reviewing a Direct Payment

18.Carers Procedures

18.1Contact and Referral

1. 18.1.1Receiving a Contact or ReferralMay 30, 2024
2. 18.1.2Deciding the Outcome of a Contact or Referral (Carers)May 30, 2024
3. 18.1.3Actions and Next Steps (Carers)May 30, 2024

18.2Establishing Needs

1. 18.2.1Introduction, Legal Requirements and Tools (Carers)November 22, 2024
2. 18.2.2Preparing to Establish Needs (Carers)May 30, 2024
3. 18.2.3The Skilled Conversation (Carers)May 30, 2024
4. 18.2.4Agreeing Needs and Making a Formal Record (Carers)May 31, 2023
5. 18.2.5Understanding and Applying Eligibility Criteria (Carers)May 30, 2024
6. 18.2.6Communicating the Outcome and Next Steps (Carers)September 16, 2021

18.3Meeting Needs

1. 18.3.1Establishing Ordinary ResidenceMay 31, 2023
2. 18.3.2Requesting a Financial AssessmentMay 30, 2024
3. 18.3.3Setting an Indicative BudgetNovember 22, 2024
4. 18.3.4Support PlanningNovember 22, 2024
5. 18.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetNovember 22, 2024
6. 18.3.6Arranging Support and ServicesNovember 22, 2024

18.4Reviewing Support and Services

1. 18.4.1Legal Requirements of a Support Plan Review and ToolsNovember 22, 2024
2. 18.4.2Preparing to Carry out a Support Plan ReviewMay 30, 2024
3. 18.4.3The Full Review Conversation (Carers)May 30, 2024
4. 18.4.4The Light Touch Review Conversation (Carers)November 22, 2024
5. 18.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordMay 30, 2024
6. 18.4.6Actions Following a Support Plan ReviewMay 30, 2024
7. 18.4.7Monitoring Urgent or Interim Support and ServicesMay 30, 2024
8. 18.4.8Reviewing a Direct Payment

19.In-House Provider Services

1. 19.0.1In-House Provider ServicesNovember 22, 2023

20.Other Services

1. 20.0.1Other ServicesNovember 22, 2023