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. 2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding

1. 3.0.1Safeguarding Adults
   Updated
   February 8, 2024
2. 3.0.2Safeguarding Children
   Updated
   July 21, 2023

4.Deprivation of Liberty

1. 4.0.1Deprivation of Liberty Safeguards ProcedureJuly 21, 2023
2. 4.0.2Recognising and Responding to Deprivations of LibertyFebruary 8, 2024

5.Universal Procedures (used by all teams)

1. 5.0.1Recording and Keeping Records
   Updated
   February 8, 2024
2. 5.0.2Providing Information about a Person or Carer
   Updated
   February 8, 2024
3. 5.0.3Lasting Powers of Attorney and Court OrdersJanuary 31, 2023
4. 5.0.4Charging and Financial Assessment
   Updated
   February 8, 2024
5. 5.0.5Processes for Arranging All Support and Services
   Updated
   February 8, 2024
6. 5.0.6Direct Payments
   Updated
   February 8, 2024
7. 5.0.7TelecareJuly 21, 2023
8. 5.0.8Risk Assessment
   Updated
   February 8, 2024
9. 5.0.9Lone WorkingJuly 21, 2023
10. 5.0.10Joint Work (Including Integrated Neighbourhood Working)July 21, 2023
11. 5.0.11Telephone Use and Secure EmailSeptember 6, 2022
12. 5.0.12Social Media (use of)
    Updated
    February 8, 2024
13. 5.0.13Storage of Data on Practitioners' Mobile DevicesJanuary 31, 2023
14. 5.0.14Interpreter and Translation ServicesJanuary 31, 2023
15. 5.0.15Death of a Person or CarerJuly 21, 2023
16. 5.0.16Homelessness – Duty to Refer
    Updated
    February 8, 2024

6.Specialist Procedures

1. 6.0.1Individual Service FundsJanuary 31, 2023
2. 6.0.2Deputyship and Financial Affairs
   Updated
   February 8, 2024
3. 6.0.3Debt Respite Scheme (Breathing Spaces) Procedure
   Updated
   February 8, 2024
4. 6.0.4CareCubed ProcedureJuly 21, 2023
5. 6.0.5NHS Continuing Healthcare (CHC)
   Updated
   February 8, 2024
6. 6.0.6End of Life Procedures and Practice Guidance
   Updated
   February 8, 2024
7. 6.0.7Legal ServicesJanuary 31, 2023
8. 6.0.8Ordinary Residence Procedure
   Updated
   February 8, 2024
9. 6.0.9Continuity of Care ArrangementsJuly 21, 2023
10. 6.0.10Cross Border Placements
    Updated
    February 8, 2024
11. 6.0.11Protection of PropertyJuly 21, 2023
12. 6.0.12Service Interruptions and Provider FailureJuly 21, 2023
13. 6.0.13No Recourse to Public Funds (NRPF)
    Updated
    February 8, 2024
14. 6.0.14Veterans, Serving Armed Forces Personnel, and their FamiliesJuly 21, 2023
15. 6.0.15Acting as an Appropriate Adult
    Updated
    February 8, 2024

7.Customer Service Centre

1. 7.0.1Role of the Customer Service Centre
   Updated
   February 8, 2024
2. 7.0.2Receiving a Contact/Referral
   Updated
   February 8, 2024
3. 7.0.3Deciding the Outcome of a Contact or Referral (Customer Service Centre)July 21, 2023
4. 7.0.4Actions and Next Steps (Customer Service Centre)
   Updated
   February 8, 2024

8.Reablement

8.1Contact and Referral

1. 8.1.1Receiving a Contact/Referral
   Updated
   February 8, 2024
2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)July 21, 2023
3. 8.1.3Actions and Next Steps (Reablement)
   Updated
   February 8, 2024

8.2Establishing Needs

1. 8.2.1Introduction, Purpose and Tools (Reablement)
   Updated
   February 8, 2024
2. 8.2.2Preparing to Establish Needs (Reablement)
   Updated
   February 8, 2024
3. 8.2.3The Skilled Conversation (Reablement)
   Updated
   February 8, 2024
4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)
   Updated
   February 8, 2024

8.3Meeting Needs

1. 8.3.1The Reablement PlanJuly 21, 2023
2. 8.3.2Arranging the Reablement ServiceJuly 21, 2023

8.4Monitoring and Reviewing Reablement

1. 8.4.1Monitoring Reablement
   Updated
   February 8, 2024
2. 8.4.2Monitoring Actions (Reablement)
   Updated
   February 8, 2024
3. 8.4.3The Reablement Review
   Updated
   February 8, 2024
4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal Record
   Updated
   February 8, 2024
5. 8.4.5Actions Following a Reablement Review
   Updated
   February 8, 2024

9.Occupational Therapy Teams

9.1Contact and Referral

1. 9.1.1Receiving a Contact or Referral (Occupational Therapy)
   Updated
   February 8, 2024
2. 9.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)July 21, 2023
3. 9.1.3Actions and Next Steps (Occupational Therapy)
   Updated
   February 8, 2024

9.2Establishing Needs

1. 9.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)
   Updated
   February 8, 2024
2. 9.2.2Preparing to Establish Needs (Occupational Therapy)
   Updated
   February 8, 2024
3. 9.2.3The Skilled Conversation (Occupational Therapy)
   Updated
   February 8, 2024
4. 9.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)
   Updated
   February 8, 2024
5. 9.2.5Establishing Likely Eligibility for a Disabled Facilities GrantJuly 21, 2023
6. 9.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)July 21, 2023
7. 9.2.7Communicating the Outcome and Next Steps (Occupational Therapy)February 8, 2024

9.3Meeting Needs

1. 9.3.1Establishing Ordinary Residence (Occupational Therapy)January 31, 2023
2. 9.3.2Requesting a Financial AssessmentJanuary 31, 2023
3. 9.3.3Applying for a Disabled Facilities GrantJuly 21, 2023
4. 9.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsJuly 21, 2023
5. 9.3.5Providing EquipmentJuly 21, 2023
6. 9.3.6Equipment in a Care HomeJuly 21, 2023
7. 9.3.7Providing Direct Support
   Updated
   February 8, 2024

9.4Monitoring and Review

1. 9.4.1Monitoring and Review
   Updated
   February 8, 2024

10.Hospital Teams

10.1Hospitals and the Hospital Teams

1. 10.1.1Hospitals and the Hospital Teams
   Updated
   February 8, 2024

10.2Contact and Referral

1. 10.2.1Receiving a Contact/Referral
   Updated
   February 8, 2024
2. 10.2.2Deciding the Outcome of a Contact or Referral (Hospital Teams)
   Updated
   February 8, 2024
3. 10.2.3Actions and Next Steps (Hospital Teams)
   Updated
   February 8, 2024

10.3Hospital Discharge

1. 10.3.1Hospital Discharge
   Updated
   February 8, 2024
2. 10.3.2Monitoring Urgent or Interim Support and ServicesJuly 21, 2023

10.4Establishing Needs

1. 10.4.1Introduction, Legal Requirements and Tools
   Updated
   February 8, 2024
2. 10.4.2Preparing to Establish Needs
   Updated
   February 8, 2024
3. 10.4.3The Skilled Conversation
   Updated
   February 8, 2024
4. 10.4.4Agreeing Needs and Making a Formal Record
   Updated
   February 8, 2024
5. 10.4.5Understanding and Applying Eligibility CriteriaJuly 21, 2023
6. 10.4.6Communicating the Outcome and Next StepsJuly 21, 2023

10.5Meeting Needs

1. 10.5.1Establishing Ordinary ResidenceJuly 21, 2023
2. 10.5.2Requesting a Financial AssessmentJanuary 31, 2023
3. 10.5.3Setting an Indicative Planning Budget
   Updated
   February 8, 2024
4. 10.5.4Care and Support Planning
   Updated
   February 8, 2024
5. 10.5.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
   Updated
   February 8, 2024
6. 10.5.6Arranging Support and Services
   Updated
   February 8, 2024
7. 10.5.7Checking Effectiveness – MonitoringJanuary 31, 2023

10.6Reviewing Support and Services

1. 10.6.1Legal Requirements of a Care and Support Plan Review and ToolsJuly 21, 2023
2. 10.6.2Preparing to Carry out a Care and Support Plan ReviewJuly 21, 2023
3. 10.6.3The Full Review ConversationJuly 21, 2023
4. 10.6.4The Light Touch Review ConversationJuly 21, 2023
5. 10.6.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal Record
   Updated
   February 8, 2024
6. 10.6.6Actions Following a Care and Support Plan Review
   Updated
   February 8, 2024
7. 10.6.7Reviewing a Direct Payment

11.AFLTC Area Teams

11.1Contact and Referral

1. 11.1.1Receiving a Contact/Referral
   Updated
   February 8, 2024
2. 11.1.2Deciding the Outcome of a Contact or Referral
   Updated
   February 8, 2024
3. 11.1.3Actions and Next Steps
   Updated
   February 8, 2024

11.2Establishing Needs

1. 11.2.1Introduction, Legal Requirements and Tools
   Updated
   February 8, 2024
2. 11.2.2Preparing to Establish Needs
   Updated
   February 8, 2024
3. 11.2.3The Skilled Conversation
   Updated
   February 8, 2024
4. 11.2.4Agreeing Needs and Making a Formal Record
   Updated
   February 8, 2024
5. 11.2.5Understanding and Applying Eligibility CriteriaJuly 21, 2023
6. 11.2.6Communicating the Outcome and Next StepsJuly 21, 2023

11.3Meeting Needs

1. 11.3.1Establishing Ordinary ResidenceJuly 21, 2023
2. 11.3.2Requesting a Financial AssessmentJanuary 31, 2023
3. 11.3.3Setting an Indicative Planning Budget
   Updated
   February 8, 2024
4. 11.3.4Care and Support Planning
   Updated
   February 8, 2024
5. 11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
   Updated
   February 8, 2024
6. 11.3.6Arranging Support and Services
   Updated
   February 8, 2024
7. 11.3.7Checking Effectiveness – MonitoringJanuary 31, 2023

11.4Reviewing Support and Services

1. 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsJuly 21, 2023
2. 11.4.2Preparing to Carry out a Care and Support Plan ReviewJuly 21, 2023
3. 11.4.3The Full Review ConversationJuly 21, 2023
4. 11.4.4The Light Touch Review ConversationJuly 21, 2023
5. 11.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal Record
   Updated
   February 8, 2024
6. 11.4.6Actions Following a Care and Support Plan Review
   Updated
   February 8, 2024
7. 11.4.7Monitoring Urgent or Interim Support and ServicesJuly 21, 2023
8. 11.4.8Reviewing a Direct Payment

12.AFLTC Review Teams

12.1Contact and Review Requests

1. 12.1.1Receiving a Contact or Review RequestJuly 21, 2023
2. 12.1.2Deciding the Outcome of a Contact or Review RequestJuly 21, 2023
3. 12.1.3Actions and Next Steps (Review Teams)
   Updated
   February 8, 2024

12.2Reviewing Support and Services

1. 12.2.1Legal Requirements of a Care and Support Plan Review and ToolsJuly 21, 2023
2. 12.2.2Preparing to Carry out a Care and Support Plan ReviewJuly 21, 2023
3. 12.2.3The Full Review ConversationJuly 21, 2023
4. 12.2.4The Light Touch Review ConversationJuly 21, 2023
5. 12.2.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal Record
   Updated
   February 8, 2024
6. 12.2.6Actions Following a Care and Support Plan Review
   Updated
   February 8, 2024
7. 12.2.7Monitoring Urgent or Interim Support and ServicesJuly 21, 2023
8. 12.2.8Reviewing a Direct Payment

12.3Establishing Needs

1. 12.3.1Introduction, Legal Requirements and Tools
   Updated
   February 8, 2024
2. 12.3.2Preparing to Establish Needs
   Updated
   February 8, 2024
3. 12.3.3The Skilled Conversation
   Updated
   February 8, 2024
4. 12.3.4Agreeing Needs and Making a Formal Record
   Updated
   February 8, 2024
5. 12.3.5Understanding and Applying Eligibility CriteriaJuly 21, 2023
6. 12.3.6Communicating the Outcome and Next StepsJuly 21, 2023

12.4Meeting Needs

1. 12.4.1Establishing Ordinary ResidenceJuly 21, 2023
2. 12.4.2Requesting a Financial AssessmentJanuary 31, 2023
3. 12.4.3Setting an Indicative Planning Budget
   Updated
   February 8, 2024
4. 12.4.4Care and Support Planning
   Updated
   February 8, 2024
5. 12.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
   Updated
   February 8, 2024
6. 12.4.6Arranging Support and Services
   Updated
   February 8, 2024
7. 12.4.7Checking Effectiveness – MonitoringJanuary 31, 2023

13.Learning Disability

13.1Learning Disability Services in Lincolnshire

1. 13.1.1Learning Disability Services in LincolnshireJuly 21, 2023

13.2Contact and Referral

1. 13.2.1Receiving a Contact/Referral
   Updated
   February 8, 2024
2. 13.2.2Deciding the Outcome of a Contact or Referral
   Updated
   February 8, 2024
3. 13.2.3Actions and Next Steps
   Updated
   February 8, 2024

13.3Establishing Needs

1. 13.3.1Introduction, Legal Requirements and Tools
   Updated
   February 8, 2024
2. 13.3.2Preparing to Establish Needs
   Updated
   February 8, 2024
3. 13.3.3The Skilled Conversation
   Updated
   February 8, 2024
4. 13.3.4Agreeing Needs and Making a Formal Record
   Updated
   February 8, 2024
5. 13.3.5Understanding and Applying Eligibility CriteriaJuly 21, 2023
6. 13.3.6Communicating the Outcome and Next StepsJuly 21, 2023

13.4Meeting Needs

1. 13.4.1Establishing Ordinary ResidenceJuly 21, 2023
2. 13.4.2Requesting a Financial AssessmentJanuary 31, 2023
3. 13.4.3Setting an Indicative Planning Budget
   Updated
   February 8, 2024
4. 13.4.4Care and Support Planning
   Updated
   February 8, 2024
5. 13.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
   Updated
   February 8, 2024
6. 13.4.6Arranging Support and Services
   Updated
   February 8, 2024
7. 13.4.7Checking Effectiveness – MonitoringJanuary 31, 2023

13.5Reviewing Support and Services

1. 13.5.1Legal Requirements of a Care and Support Plan Review and ToolsJuly 21, 2023
2. 13.5.2Preparing to Carry out a Care and Support Plan ReviewJuly 21, 2023
3. 13.5.3The Full Review ConversationJuly 21, 2023
4. 13.5.4The Light Touch Review ConversationJuly 21, 2023
5. 13.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal Record
   Updated
   February 8, 2024
6. 13.5.6Actions Following a Care and Support Plan Review
   Updated
   February 8, 2024
7. 13.5.7Monitoring Urgent or Interim Support and ServicesJuly 21, 2023
8. 13.5.8Reviewing a Direct Payment

14.Maximising Independence

1. 14.0.1Maximising IndependenceJuly 21, 2023

15.Mental Health Teams

15.1Mental Health Arrangements in Lincolnshire

1. 15.1.1Mental Health Arrangements in Lincolnshire
   Updated
   February 8, 2024

15.2Contact and Referral

1. 15.2.1How to Access Mental Health Social WorkJuly 21, 2023
2. 15.2.2Receiving a Contact/Referral
   Updated
   February 8, 2024
3. 15.2.3Contact and Referral Adult Care and Support Procedures
   Updated
   February 8, 2024

15.3Establishing Needs

1. 15.3.1Introduction, Legal Requirements and Tools
   Updated
   February 8, 2024
2. 15.3.2Preparing to Establish Needs
   Updated
   February 8, 2024
3. 15.3.3The Skilled Conversation
   Updated
   February 8, 2024
4. 15.3.4Agreeing Needs and Making a Formal Record
   Updated
   February 8, 2024
5. 15.3.5Understanding and Applying Eligibility CriteriaJuly 21, 2023
6. 15.3.6Communicating the Outcome and Next StepsJuly 21, 2023

15.4Meeting Needs

1. 15.4.1Establishing Ordinary ResidenceJuly 21, 2023
2. 15.4.2Requesting a Financial AssessmentJanuary 31, 2023
3. 15.4.3Setting an Indicative Planning Budget
   Updated
   February 8, 2024
4. 15.4.4Care and Support Planning
   Updated
   February 8, 2024
5. 15.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
   Updated
   February 8, 2024
6. 15.4.6Arranging Support and Services
   Updated
   February 8, 2024
7. 15.4.7Checking Effectiveness – MonitoringJanuary 31, 2023

15.5Reviewing Support and Services

1. 15.5.1Legal Requirements of a Care and Support Plan Review and ToolsJuly 21, 2023
2. 15.5.2Preparing to Carry out a Care and Support Plan ReviewJuly 21, 2023
3. 15.5.3The Full Review ConversationJuly 21, 2023
4. 15.5.4The Light Touch Review ConversationJuly 21, 2023
5. 15.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal Record
   Updated
   February 8, 2024
6. 15.5.6Actions Following a Care and Support Plan Review
   Updated
   February 8, 2024
7. 15.5.7Monitoring Urgent or Interim Support and ServicesJuly 21, 2023
8. 15.5.8Reviewing a Direct Payment

15.6Functions under the Mental Health Act

1. 15.6.1Understanding the Mental Health Act 1983
   Updated
   February 8, 2024
2. 15.6.2Social Circumstances Report
   Updated
   February 8, 2024
3. 15.6.3AMHP Procedure
   Updated
   February 8, 2024
4. 15.6.4Section 117 Aftercare
   Updated
   February 8, 2024
5. 15.6.5Community Mental Health Framework
   Updated
   February 8, 2024

16.Prisons

1. 16.0.1Prisons and Approved Premises
   Updated
   February 8, 2024

17.Transition to Adult Care and Support

17.1Transitions in Lincolnshire

1. 17.1.1Transitions in Lincolnshire
   Updated
   February 8, 2024

17.2Deciding Whether to Start Transition

1. 17.2.1Deciding Whether to Start Transition
   Updated
   February 8, 2024
2. 17.2.2Deciding Whether to Start Carers Transition
   Updated
   February 8, 2024
3. 17.2.3Recording the Decision and Next Steps
   Updated
   February 8, 2024

17.3Transition Assessment

1. 17.3.1Introduction, Legal Requirements and Tools (Transition Assessment)
   Updated
   February 8, 2024
2. 17.3.2Preparing to Establish Needs (Transition Assessment)
   Updated
   February 8, 2024
3. 17.3.3The Skilled Conversation (Transition Assessment)
   Updated
   February 8, 2024
4. 17.3.4Agreeing Needs, Making a Formal Record and Next Steps (Transition Assessment)
   Updated
   February 8, 2024

17.4Carer's Transition Assessments

1. 17.4.1Introduction, Legal Requirements and Tools (Carer's Transition)
   Updated
   February 8, 2024
2. 17.4.2Preparing to Establish the Needs of Parent CarersJuly 21, 2023
3. 17.4.3Preparing to Establish the Needs of Young CarersJuly 21, 2023
4. 17.4.4The Skilled Conversation (Parent Carers)January 31, 2023
5. 17.4.5The Skilled Conversation (Young Carers)February 8, 2024
6. 17.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)July 21, 2023

17.5Transition Planning and Review

1. 17.5.1Setting an Indicative Budget (Transition to Adult Care and Support)
   Updated
   February 8, 2024
2. 17.5.2The Transition Plan
   Updated
   February 8, 2024
3. 17.5.3Reviewing a Transition PlanJuly 21, 2023
4. 17.5.4Reviewing an Education, Health and Care Plan (from 18 years)
   Updated
   February 8, 2024

18.Carers Procedures

18.1Contact and Referral

1. 18.1.1Receiving a Contact/Referral
   Updated
   February 8, 2024
2. 18.1.2Deciding the outcome of a Contact or Referral (Carers)July 21, 2023
3. 18.1.3Actions and Next Steps (Carers)
   Updated
   February 8, 2024

18.2Establishing Needs

1. 18.2.1Introduction, Legal Requirements and Tools (Carers)
   Updated
   February 8, 2024
2. 18.2.2Preparing to Establish Needs (Carers)
   Updated
   February 8, 2024
3. 18.2.3The Skilled Conversation (Carers)
   Updated
   February 8, 2024
4. 18.2.4Agreeing Needs and Making a Formal Record (Carers)
   Updated
   February 8, 2024
5. 18.2.5Understanding and Applying Eligibility Criteria (Carers)
   Updated
   February 8, 2024
6. 18.2.6Communicating the Outcome and Next Steps (Carers)July 21, 2023

18.3Meeting Needs

1. 18.3.1Establishing Ordinary ResidenceJuly 21, 2023
2. 18.3.2Requesting a Financial AssessmentJanuary 31, 2023
3. 18.3.3Setting an Indicative Planning Budget
   Updated
   February 8, 2024
4. 18.3.4Support PlanningFebruary 8, 2024
5. 18.3.5Carers Personal Budget Sign Off Process
   Updated
   February 8, 2024
6. 18.3.6Arranging Support and Services
   Updated
   February 8, 2024
7. 18.3.7Checking Effectiveness – MonitoringJanuary 31, 2023

18.4Reviewing Support and Services

1. 18.4.1Legal Requirements of a Support Plan Review and ToolsJuly 21, 2023
2. 18.4.2Preparing to Carry out a Support Plan Review (Carers)July 21, 2023
3. 18.4.3The Full Review Conversation (Carers)July 21, 2023
4. 18.4.4The Light Touch Review conversation (Carers)July 21, 2023
5. 18.4.5Deciding the Outcome of a Support Plan Review and Making a Formal Record (Carers)
   Updated
   February 8, 2024
6. 18.4.6Actions following a Support Plan Review (Carers)
   Updated
   February 8, 2024
7. 18.4.7Monitoring Urgent or Interim Support and ServicesJuly 21, 2023
8. 18.4.8Reviewing a Direct Payment