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Amendments

2026

February 2026

Recording the Decision and Next Steps

In February 2026, the Scope of this Chapter was removed.

Safeguarding Adults

In February 2026, any references to Lead Practitioner were updated to Team Manager.

Devising and completing conveyance plans for submission to the Court of Protection

In February 2026, Section 1, Introduction: legal context, and circumstances in which a conveyance plan may be necessary, was updated following a local review.

Safeguarding Children

In February 2026, any references to Lead Practitioner were changed to Team Manager, and references to Early Help were changed to Family Help.

Transitions in Lincolnshire

In February 2026, this local chapter was reviewed and updated.

Deciding Whether to Start Transition

In February 2026, the Scope of this Chapter was removed.

Prisons and Approved Premises

In February 2026, a link to the GOV.UK guidance for prisons on what facilities, services and support to provide to prisoners on a daily basis, was added to Section 1, Using this Procedure and Further Guidance.

Deciding Whether to Start Carers Transition

In February 2026, the Scope of this Chapter was removed.

Setting an Indicative Budget (Transition to Adult Care and Support)

In February 2026, the Scope of this Chapter was removed.

Hospitals and the Hospital Teams

In February 2026, Section 1, Lincolnshire Acute Hospitals, was updated following a local review.

Introduction, Legal Requirements and Tools (Transition Assessment)

In February 2026, the Scope of this Chapter was removed.

The Review Conversation (Carers)

In February 2026, following a full tri.x review, the chapters ‘The Full Review Conversation (Carers)’ and ‘The Light Touch Review Conversation (Carers)’ were replaced by one new chapter ‘The Review Conversation (Carers)).

The Skilled Conversation (Young Carers)

In February 2026, the Scope of this Chapter was removed.

Professional Curiosity

In February 2026, this new chapter was added to the Universal Procedures section.

Reviewing a Transition Plan

In February 2026, the Scope of this Chapter was removed.

The Skilled Conversation (Transition Assessment)

In February 2026, the Scope of this Chapter was removed.

Actions and Next Steps (Carers)

In February 2026, information about the accessible information standard was added to Section 2, Providing Information and Advice. In addition, links to the Team Suitability Decision Support Tool, Urgent or Interim Support Decision Tool, and Allocation Support Tool were removed throughout, as these resources are no longer available.

Carers Personal Budget Sign Off Process

In February 2026, the link to the Care and Support Plan Sign Off Tool was removed from Section 3, Signing Off a Plan (Guidance for Authorisers) as this resource is no longer available.

Reviewing an Education, Health and Care Plan (from 18 years)

In February 2026, the Scope of this Chapter was removed.

Preparing to Establish the Needs of Parent Carers

In February 2026, the Scope of this Chapter was removed.

Preparing to Establish Needs (Transition Assessment)

In February 2026, the Scope of this Chapter was removed.

Introduction, Legal Requirements and Tools (Carer's Transition)

In February 2026, the Scope of this Chapter was removed.

Agreeing Needs, Making a Formal Record and Next Steps (Transition Assessment)

In February 2026, the Scope of this Chapter was removed.

The Transition Plan

In February 2026, the Scope of this Chapter was removed.

Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)

In February 2026, the Scope of this Chapter was removed.

Contact and Referral Adult Care and Support Procedures

In February 2026, in Section 15.2, Establishing the Correct Area Team, information about the Physical Disabilities Specialist Team pilot was removed, and information about the Preparation for Adulthood Team within the Community Wellbeing Service was added. In addition, any references to ‘Lead Practitioner’ were changed to ‘Team Manager’ and links to the Team Suitability Decision Support Tool, Urgent or Interim Support Decision Tool, and Allocation Support Tool were removed throughout, as these resources are no longer available.

The Right Care, Right Person Approach

In February 2026, the contact details were updated in Section 3, How to Escalate Concerns.

Protecting Moveable Property

In February 2026, amendments were made to the case example in Section 4, Seeking Consent to Protect Moveable Property and in Section 6, Additional Guidance for Pets.

The Skilled Conversation (Parent Carers)

In February 2026, the Scope of this Chapter was removed.

NHS Continuing Healthcare (CHC)

In February 2026, the Scope of this Chapter was added. Text improvements were also made throughout the chapter following a local review.

Preparing to Establish the Needs of Young Carers

In February 2026, the Scope of this Chapter was removed.

Actions and Next Steps (Occupational Therapy)

In February 2026, information about the accessible information standard was added to Section 2, Providing Information and Advice. In addition, links to the Team Suitability Decision Support Tool, Urgent or Interim Support Decision Tool, and Allocation Support Tool were removed throughout, as these resources are no longer available. In addition, any references to ‘Team Manager’ were changed to ‘Area Manager’.

Veterans, Serving Armed Forces Personnel, and their Families

In February 2026, the information about support for veterans was updated in Section 4, Useful Contacts and Training. 

Working Effectively with Parents and Children’s Services

In February 2026, this new chapter was added to the Specialist Procedures section.

Telecare and Technology Enabled Care (TEC)

In February 2026, any references to Lead Practitioner were changed to Team Manager.

Direct Payments

In February 2026, text improvements were made to this chapter following a tri.x and local review. 

No Recourse to Public Funds (NRPF)

In February 2026, this chapter was updated following a legal review.

Acting as an Appropriate Adult

In February 2026, this chapter was refreshed following a tri.x review.

Charging and Financial Assessment

In February 2026, information about the Adult Care Charges Calculator was removed from Section 5, Providing Information and Advice about the Financial Assessment Process.

Processes for Arranging All Support and Services

In February 2026, any references to Lead Practitioner were changed to Team Manager.

Learning Disability Services in Lincolnshire

In February 2026, this chapter was updated to reflect the reorganisation of teams from September 2025.

Risk Assessment

In February 2026, this chapter was replaced with an updated version following a full tri.x and local review.

Legal Requirements of a Care and Support Plan Review and Tools

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Understanding and Applying Eligibility Criteria

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Storage of Data on Practitioners' Mobile Devices

In February 2026, a link to where to find Lincolnshire County Council's ICT acceptable use policy and IT equipment policy was added to Section 4, Working from Home/Remote.

Communicating the Outcome and Next Steps

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Lone Working

In February 2026, the Scope of this Chapter was added.

Introduction, Legal Requirements and Tools

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Requesting a Financial Assessment

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Setting an Indicative Planning Budget

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Establishing Ordinary Residence

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Deciding the Outcome of a Care and Support Plan Review and Making a Formal Record

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Receiving a Contact/Referral

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Preparing to Carry out a Care and Support Plan Review

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Communicating the Outcome and Next Steps (Occupational Therapy)

In February 2026, a ‘Need to know’ box about Accommodation-Related Needs was added to Section 5, Next Steps (Eligible Needs).

The Reablement Review

In February 2026, in April 2026, this chapter was reviewed locally. Section 9, The Review Conversation (Reviewing Reablement), was updated to include guidance on incorporating risk as part of a Strengths-Based Approach.

Providing Equipment

In February 2026, Section 6, Arranging Equipment, was updated with guidance on what should happen when the practitioner is aware of issues or delays in equipment provision.

Actions and Next Steps

In February 2026, information about the accessible information standard was added to Section 2, Providing Information and Advice. In Section 10.2, Establishing the Correct Area Team, information about the Physical Disabilities Specialist Team pilot was removed, and information about the Preparation for Adulthood Team within the Community Wellbeing service was added. In addition, any references to Lead Practitioner were changed to Team Manager and links to the Team Suitability Decision Support Tool, Urgent or Interim Support Decision Tool, and Allocation Support Tool were removed throughout, as these resources are no longer available.

Care and Support Planning

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Deciding the Outcome of a Contact or Referral

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Arranging Support and Services

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Signing Off a Care and Support Plan and Agreeing a Final Personal Budget

In February 2026, the link to the Care and Support Plan Sign Off Tool was removed from Section 3, Signing Off a Plan (Guidance for Authorisers) as this resource is no longer available. The list of teams and services that use this procedure was also updated to reflect the reorganisation of teams from September 2025.

Actions Following a Care and Support Plan Review

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

The Review Conversation

In February 2026, following a full tri.x review, the chapters The Full Review Conversation and The Light Touch Review Conversation were replaced by one new chapter The Review Conversation).

Monitoring Urgent or Interim Support and Services

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Artificial Intelligence (AI) in Adult Social Care

In February 2026, this new chapter was added to the Universal Procedures section.

Agreeing Needs and Making a Formal Record

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Preparing to Establish Needs

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

The Skilled Conversation

In February 2026, the list of teams and services that use this procedure was updated to reflect the reorganisation of teams from September 2025.

Death of a Person or Carer

In February 2026, any references to Lead Practitioner were changed to Team Manager.

2025

August 2025

Co-production

In August 2025, this new chapter was added to the Universal Procedures section.

Receiving a Contact or Referral (Occupational Therapy)

In August 2025, Section 5, Identifying Carers, was updated to highlight the importance of identifying informal carers.

Deciding the Outcome of a Contact or Referral (Hospital Teams)

In August 2025, information about what the Care Act says about providing or arranging for the provision of a service or facility that is required to be provided under the National Health Service Act 2006 was added to Section 2, What must be considered.

Processes for Arranging All Support and Services

In August 2025, this chapter was updated throughout following a local review.

Risk Assessment

In August 2025, this chapter was replaced with an updated version following a full tri.x review.

Deciding the Outcome of a Contact or Referral (Customer Service Centre)

In August 2025, information about the Lincolnshire Conversation model was added to Section 1, Using this Procedure.

Hospitals and the Hospital Teams

In August 2025, Northern Lincolnshire and Goole Trust (NLAG) was changed to The NHS Humber Health Partnership in Section 1, Lincolnshire Acute Hospitals. The list of non-acute community hospitals in Section 2, Lincolnshire Non-acute Hospitals, was also updated to include Lancaster Ward based at Lincoln County Hospital.

Deciding the Outcome of a Contact or Referral

In August 2025, information about the Lincolnshire Conversation model was added to Section 2, Possible Outcomes.

Equality, Diversity and Human Rights

In August 2025, information about the Contract Management Framework was added to Section 5, Recognising and Responding to Poor Practice.

The Skilled Conversation

In August 2025, information about the Lincolnshire Conversation model was added to the Scope of this chapter.

The Reablement Review

In August 2025, information about the Lincolnshire Conversation model was added to Section 8, The Review Conversation (Reviewing Reablement).

Actions and Next Steps (Occupational Therapy)

In August 2025, this chapter was replaced with an updated version following a full tri.x and local review. The new version includes an update to Section 2, Providing Information about a Person or Carer to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

Direct Payments

In August 2025, information about prepaid cards was added into Section 1, What is a Direct Payment.

Storage of Data on Practitioners' Mobile Devices

In August 2025, Section 2, The Data Protection Principles, was updated. 

NHS Continuing Healthcare (CHC)

In August 2025, a Need to Know box about a CHC funding information letter was added to Section 6, Decision Support Tool.

Receiving a Contact/Referral

In August 2025, Section 3, Identifying Carers, was updated to highlight the importance of identifying informal carers.

Contact and Referral Adult Care and Support Procedures

In August 2025, Section 10, Providing Information about a Person was updated to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

Preparing to Establish Needs

In August 2025, information about the Lincolnshire Conversation model was added to Section 1, Using this Procedure. Information about the Waiting Well Pack for Citizens was also added to Section 5, Arranging the Assessment and Preparing the Person. 

Providing Information about a Person or Carer

In August 2025, this chapter was updated throughout following a full tri.x legal review.

Prisons and Approved Premises

In August 2025, this chapter was reviewed and updated.

Interpreter and Translation Services

In August 2025, this chapter was refreshed throughout following a full tri.x review.

Joint Work (Including Integrated Neighbourhood Working)

In August 2025, contact details were updated in Section 5, Integrated Neighbourhood Working.

Hospital Discharge

In August 2025, information about when the NHS Datix process should be used was added to Section 2, Reporting Inappropriate Hospital Discharges.

Protecting Moveable Property

In August 2025, a full tri.x review of the chapter, Protection of Property was carried out. The chapter was renamed, and all content was updated. This included incorporating amendments made to the Care Act 2014 Resource chapter, Protecting Property of Adults being Cared for Away from Home following a recent full legal review.

Role of the Customer Service Centre

In August 2025, information about the Lincolnshire Conversation model was added to Section 1, Introduction.

The Skilled Conversation (Reablement)

In August 2025, the Scope of this Chapter was updated with information about the Lincolnshire Conversation model.

Charging and Financial Assessment

In August 2025, this chapter was reviewed and updated. In Section 6, Requesting a Financial Assessment, information about online financial assessments was removed as this is no longer available in Lincolnshire. In Section 5, Providing Information and Advice about the Financial Assessment Process, information about the Adult Care Charges Calculator was also updated.

Learning Disability Services in Lincolnshire

In August 2025, Section 2, Therapy Services, was updated.

AMHP Procedure

In August 2025, information about the Quality Practice Assurance Standards for AMHPs was added to Section 6, Practice Guidance for AMHPs.

Understanding and Applying Eligibility Criteria (Carers)

In August 2025, this chapter was updated.

The Skilled Conversation (Young Carers)

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Deciding Whether to Start Transition

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Preparing to Establish the Needs of Young Carers

In August 2025, information about young carer considerations in practice and how to access support was added to Section 11, Preparing in an urgent situation. Lead Practitioner was also changed to Team Manager in the Scope of this chapter.

Introduction, Legal Requirements and Tools (Carer's Transition)

IIn August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

The Transition Plan

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

The Review Conversation

In August 2025, information about the Lincolnshire Conversation model was added to the Scope of this chapter.

Transitions in Lincolnshire

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Actions Following a Care and Support Plan Review

In August 2025, Section 4, Revising a Care and Support Plan was updated to include that a Personal Budget letter must be sent when there are changes to the Care and Support Plan.

The Skilled Conversation (Carers)

In August 2025, information about the Lincolnshire Conversation model was added to the Scope of this chapter.

Reviewing a Transition Plan

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Recording the Decision and Next Steps

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

The Review Conversation (Carers)

In August 2025, information about the Lincolnshire Conversation model was added to the Scope of this chapter.

The Skilled Conversation (Parent Carers)

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Care and Support Planning

In August 2025, Section 13, The Skilled Conversation: Risk and Contingency, was updated to include transport arrangements in contingency planning.

Setting an Indicative Budget (Transition to Adult Care and Support)

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Support Planning

In August 2025, information about the Lincolnshire Conversation model was added to Section 10, The skilled conversation: outcomes. In addition, Section 12. The skilled conversation: risk and contingency and Section 13, Deciding how to manage the personal budget, were also updated.

Agreeing Needs and Making a Formal Record

In August 2025, information about the Lincolnshire Conversation model was added to Section 1, Using this procedure.

Preparing to Establish Needs (Transition Assessment)

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Deciding Whether to Start Carers Transition

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Reviewing an Education, Health and Care Plan (from 18 years)

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Actions and Next Steps

In August 2025, this chapter was replaced with an updated version following a full tri.x and local review. The new version includes an update to Section 2, Providing Information about a Person or Carer to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

The Skilled Conversation (Transition Assessment)

In August 2025, Lead Practitioner was changed to Team Manager in the Scope of this chapter.

Preparing to Establish the Needs of Parent Carers

In August 2025, Section 5.4, Information about finances, was removed. In the Scope of this chapter, Lead Practitioner was changed to Team Manager.

Agreeing Needs and Making a Formal Record (Carers)

In August 2025, information about what to do if a carer makes a request for their review to be deleted, was added to Section 3, Making a formal record of needs.

Agreeing Needs, Making a Formal Record and Next Steps (Transition Assessment)

In August 2025, Team Manager was changed to Lead Practitioner in the Scope of this chapter.

Safeguarding Adults

In August 2025, Section 8, Information about Team Around the Adult (TAA) was removed.

Deciding the Outcome of a Support Plan Review and Making a Formal Record (Carers)

In August 2025, information about what to do if a carer makes a request for their review to be deleted was added to Section 4, Making a formal record of the review. A case example was also removed from Section 2, Deciding the outcome of a Support Plan review.

Actions and Next Steps (Carers)

In August 2025, Section 4, Providing Information about a Carer was updated to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

February 2025

Equality, Diversity and Human Rights

In February 2025, Section 9, Practice Support was added. In Section 7, Workplace Discrimination, links to Addressing Racism in the Workplace and the Corporate Health and Safety Hub were also added.

Recording and Keeping Records

In February 2025, Section 3, Principles of Good Recording was updated to include links to resources that support anti-discriminatory recording. 

Processes for Arranging All Support and Services

In February 2025, information about the Lincolnshire Carers Service was updated in Section 6, Lincolnshire Carers Service. In Section 8, Extra Care Housing, Section 8.6, People's Feedback was removed and in Section 9, Residential Care, the information about Nursing care was updated.

Providing Information about a Person or Carer

In February 2025, Section 1, Maintaining Confidentiality about a Person or Carer was amended to clarify that the Data Protection Act 2018 and UK GDPR do not prevent the sharing of information for safeguarding purposes. 

Deprivation of Liberty Safeguards Procedure

In February 2025, Section 4, Understanding the Deprivation of Liberty Safeguards was updated to provide additional clarity about continuous supervision, free to leave and state imputability. In Section 5, a need to know box was added with information about responding to requests from an eligible person. The link to the ADASS Priority Tool for Deprivation of Liberty Requests was also updated in Section 5, Receiving a Standard Authorisation Request.

Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)

In February 2025, a link to the Adult Care Recording Guidance was added to Section 3, Making a Formal Record of Needs.

Recognising and Responding to Deprivations of Liberty

In February 2025, this chapter was updated following a full tri.x legal review.

Providing Equipment

In February 2025, this chapter was updated.

NHS Continuing Healthcare (CHC)

In February 2025, this chapter was updated.

Death of a Person or Carer

In February 2025, information was added to Section 2, Notifying Others about notifications that may need to be made when a person/carer dies, including the requirement that local authorities should notify Ofsted of the death of any care leaver under the age of 25, where it is aware of their care leaver status.

Risk Assessment

In February 2025, information about the Recording Guidance was updated in Section 3, Risk Assessment.

Deciding the Outcome of a Contact or Referral (Hospital Teams)

In February 2025, this chapter was updated with some local text amendments.

End of Life Procedures and Practice Guidance

In February 2025, the Skills for Care Common Core Principles and Competencies in Section 7, Good Practice Guidance for End of Life Care was removed and replaced with The Universal Principles for Advance Care Planning. Information about The Victoria and Stuart Project end of life care planning toolkit was also added to Section 12, Learning Disability.

Debt Respite Scheme (Breathing Spaces) Procedure

In February 2025, amendments were made to Section 5, Applying for a Mental Health Crisis Breathing Space. This was to reflect the changes to the definition of mental health crisis treatment that were made following the case Kaye v Lees [2023] EWCH 152.

The Reablement Review

In February 2025, local information about the P.E.R.F.O.R.M Model was added to Section 1, The Purpose and Requirements of Review.

Hospitals and the Hospital Teams

In February 2025, this chapter was updated.

Role of the Customer Service Centre

In February 2025, this chapter was updated.

Veterans, Serving Armed Forces Personnel, and their Families

In February 2025, this local chapter was updated. Information about Support for veterans on GOV.UK was added to Section 4, Useful Contacts and Training.

Agreeing Needs, Making a Formal Record and Next Steps (Reablement)

In February 2025, a link to the Adult Care Recording Guidance was added to Section 3, Making a Formal Record of Needs.

Monitoring Actions (Reablement)

In February 2025, local information about the P.E.R.F.O.R.M Model was added to Section 1, Changes to monitoring arrangements.

AMHP Procedure

In February 2025, this chapter was updated with local amendments.

Prisons and Approved Premises

In February 2025, this chapter was reviewed and refreshed, including the removal of Section 11.1, Meeting urgent needs. 

Agreeing Needs and Making a Formal Record

In February 2025, a link to the Adult Care Recording Guidance was added to Section 4, Making a Formal Record of Needs. 

Deciding the Outcome of a Contact or Review Request

In February 2025, Section 3, What must be considered was updated to reflect other chapters in the manual.

Introduction, Legal Requirements and Tools (Carers)

In February 2025, Section 6, Quality Practice Assurance Standards was updated.

The Right Care, Right Person Approach

This chapter was added to the manual in February 2025.

Care and Support Planning

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

Understanding the Mental Health Act 1983

In February 2025, text improvements were made to this chapter. This included adding information about the Right Care Right Person guidance used by the police and the interface between the Mental Health Act and the Mental Capacity Act 2005.

Arranging Support and Services

In February 2025, Section 9, Out of Area Services was updated to clarify that Extra Care Housing is classified as specified accommodation.

Actions and Next Steps (Carers)

In February 2025, this chapter was updated.

Deciding the Outcome of a Contact or Referral

In February 2025, Section 2, Possible Outcomes, was updated with links to the Waiting Well Packs for staff and citizens. 

Actions and Next Steps

In February 2025, local information about The Physical Disabilities Specialist Team pilot was added to Section 9, Transferring a Case. In Section 2, Providing Information and Advice, the Carers First Service was replaced with The Lincolnshire Carers Service and in Section 13, Allocation for Support, Assessment or Review, links to the Waiting Well Packs for Citizens and Staff were also added.

Legal Requirements of a Care and Support Plan Review and Tools

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

Deciding the outcome of a Contact or Referral (Carers)

In February 2025, this chapter was reviewed and updated.

Signing Off a Care and Support Plan and Agreeing a Final Personal Budget

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

Setting an Indicative Planning Budget

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs. 

Deputyship and Financial Affairs

In February 2025, information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options.

Support Planning

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

Preparing to Establish Needs (Carers)

In February 2025, this chapter was updated.

Legal Requirements of a Support Plan Review and Tools

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

Housing and Homelessness

In February 2025, this new chapter was added to the Specialist Procedures section to replace Homelessness - Duty to Refer.

Actions following a Support Plan Review (Carers)

In February 2025, Section 4.3, Changing the provider of formal services was removed. Information about Ending or arranging an Individual Service Fund (ISF) in Section 4.2, Changing the method of managing the personal budget was also removed. 

The Review Conversation (Carers)

In February 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

No Recourse to Public Funds (NRPF)

In February 2025, Section 11, Meeting Needs and Review was updated to include information about alternative temporary housing options that can be explored. Additionally, Section 13, People with NRPF who are Receiving After-Care under Section 117 of the Mental Health Act 1983 was refreshed and a link added to the Section 117 Aftercare chapter.

Carers Personal Budget Sign Off Process

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

Communicating the Outcome and Next Steps (Carers)

In February 2025, this chapter was updated.

Understanding and Applying Eligibility Criteria (Carers)

In February 2025, this chapter was updated.

The Skilled Conversation (Carers)

In February 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

2024

August 2024

Deciding the Outcome of a Contact or Referral (Reablement)

In August 2024, the link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 3, A strengths-based approach.

Joint Work (Including Integrated Neighbourhood Working)

In August 2024, this chapter was updated. The areas covered by each neighbourhood cluster was added into Section 5, Integrated Neighbourhood Working.

Arranging Support and Services

In August 2024, Section 9, Out of County Service was updated to reflect amends made previously to Ordinary Residence chapters following a legal review.

Lasting Powers of Attorney and Court Orders

In August 2024, the links to Lasting Power of Attorney and Advance Decisions to Refuse Treatment and The Court of Protection, Deputy’s and the Public Guardian were updated in Section 3, Further guidance and information.

Deprivation of Liberty Safeguards Procedure

In August 2024, relevant text amendments were made throughout to reflect the feedback received following a full tri.x legal review. In addition to this, information about use of the ADASS Priority Tool for Deprivation of Liberty Requests was added to Section 5, Receiving a Standard Authorisation Request.

Recognising and Responding to Deprivations of Liberty

In August 2024, relevant text amendments were made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure.

Recording and Keeping Records

In August 2024, this chapter was updated.

Charging and Financial Assessment

In August 2024, this chapter was replaced with an updated version following a full review. This new version reflects feedback received following a full tri.x and local review.

Devising and completing conveyance plans for submission to the Court of Protection

In August 2024, this new local chapter was added to the Deprivation of Liberty section.

Safeguarding Children

In August 2024, the link to the Lincolnshire Safeguarding Children Partnership website was updated.

Equality, Diversity and Human Rights

In August 2024, this new chapter was added to the Universal Procedures section.

Deputyship and Financial Affairs

In August 2024, information was added to Section 4, Concerns About an Appointee, Deputy or Donee, and Section 5, Exploring All Available Options, to clarify that the Court of Protection can also revoke a Deputyship or Lasting Power of Attorney. Further information was also added to Section 7, Making a Property and Affairs Deputyship Application regarding notifications. Text amendments were made throughout the chapter.