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Working Together To Safeguard Children 2026 Update.

The Mental Health Act 2025 Reforms.

Cheshire East Adult Social Care Procedures, Practice Guidance and Tools

Contents

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1.The Care Act 2014 Resource

1.0.1The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults and the Adult Safeguarding Provider Team

3.0.1Safeguarding AdultsAugust 11, 2025
3.0.2The Adult Safeguarding Provider TeamMay 23, 2023

4.Deprivation of Liberty and the DoLS Team

4.0.1Deprivation of Liberty Safeguards ProcedureFebruary 24, 2026
4.0.2Recognising and Responding to Deprivations of LibertyAugust 11, 2025
4.0.3The DoLS TeamMay 23, 2023

5.Universal Procedures (used by all teams)

5.0.1Equality, Diversity and Human RightsFebruary 24, 2026
5.0.2Recording and Keeping RecordsAugust 11, 2025
5.0.3Providing Information about a Person or CarerFebruary 24, 2026
5.0.4Professional Curiosity
Updated
February 24, 2026
5.0.5Financial AssessmentFebruary 24, 2026
5.0.6Brokerage and Individual Commissioning Procedures
Updated
February 24, 2026
5.0.7Direct PaymentsFebruary 24, 2026
5.0.8Technology Enabled CareFebruary 24, 2026
5.0.9Risk AssessmentAugust 11, 2025
5.0.10Lone WorkingMay 23, 2023
5.0.11Joint WorkNovember 3, 2021
5.0.12Co-productionFebruary 24, 2026
5.0.13Social Media (use of)February 24, 2026
5.0.14Storage of Data on Practitioners' Mobile DevicesFebruary 24, 2026
5.0.15Interpreter and Translation ServicesAugust 11, 2025
5.0.16Death of a Person or CarerFebruary 24, 2025

6.Specialist Procedures

6.0.1Acting as an Appropriate AdultFebruary 24, 2026
6.0.2Individual Service FundsMay 23, 2023
6.0.3Deputyship and Financial AffairsFebruary 24, 2025
6.0.4Debt Respite Scheme (Breathing Spaces) ProcedureAugust 11, 2025
6.0.5Housing and HomelessnessAugust 11, 2025
6.0.6Minor Adaptations and Low Level EquipmentMay 23, 2023
6.0.7Joint Packages of Health and Social CareFebruary 24, 2025
6.0.8NHS Continuing Healthcare Procedure
Updated
February 24, 2026
6.0.9NHS-funded Nursing Care Procedure (FNC)August 2, 2024
6.0.10End of Life Procedures and Practice GuidanceAugust 11, 2025
6.0.11Legal ServicesNovember 22, 2021
6.0.12Ordinary Residence ProcedureFebruary 23, 2024
6.0.13Continuity of Care ArrangementsAugust 2, 2024
6.0.14Cross Border PlacementsFebruary 24, 2025
6.0.15Protecting Moveable PropertyAugust 11, 2025
6.0.16Service Interruptions and Provider FailureAugust 2, 2024
6.0.17No Recourse to Public Funds (NRPF)
Updated
February 24, 2026
6.0.18Prisons and Approved PremisesAugust 11, 2025
6.0.19Working Effectively with Parents and Children's ServicesAugust 11, 2025

7.Adult Contact Teams

7.1Contact and Referral

7.1.1Receiving a Contact or ReferralAugust 11, 2025
7.1.2Deciding the Outcome of a Contact or Referral (Contact and Social Care Teams)August 11, 2025
7.1.3Actions and Next Steps
Updated
February 24, 2026

7.2Establishing Needs

7.2.1Introduction, Legal Requirements and Tools (Contact and Social Care Teams)August 2, 2024
7.2.2Preparing to Establish Needs (Contact and Social Care Teams)February 24, 2025
7.2.3The Skilled Conversation (Contact and Social Care Teams)August 11, 2025
7.2.4Agreeing Needs, Making a Formal Record and Next Steps (Contact and Social Care Teams)February 24, 2025
7.2.5Establishing Likely Eligibility for a Disabled Facilities GrantFebruary 24, 2025
7.2.6Understanding and Applying Eligibility Criteria (Contact and Social Care Teams)February 24, 2026
7.2.7Communicating the Outcome and Next Steps (Contact and Social Care Teams)
Updated
February 24, 2026
7.2.8Establishing Ordinary ResidenceFebruary 24, 2025
7.2.9Requesting a Financial AssessmentAugust 2, 2024

7.3Care and Support Planning

7.3.1Setting an Indicative BudgetFebruary 24, 2025
7.3.2Care and Support PlanningAugust 11, 2025
7.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
Updated
February 24, 2026
7.3.4Arranging Support and ServicesAugust 2, 2024

7.4Reviewing a Care and Support Plan and Monitoring Urgent/Interim Services

7.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 24, 2025
7.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 24, 2025
7.4.3The Review Conversation
Updated
February 24, 2026
7.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 24, 2025
7.4.5Actions Following a Care and Support Plan ReviewFebruary 24, 2026
7.4.6Reviewing a Direct Payment

7.5Arranging Equipment and Adaptations

7.5.1Applying for a Disabled Facilities GrantFebruary 23, 2024
7.5.2The Outcome of the Disabled Facilities Grant Application and Next StepsFebruary 24, 2025
7.5.3Providing EquipmentFebruary 24, 2025
7.5.4Equipment in a Care HomeFebruary 24, 2025
7.5.5Providing Direct SupportFebruary 24, 2025
7.5.6Monitoring and ReviewFebruary 24, 2026

8.Reablement

8.0.1Care4CE Provider ServicesMay 23, 2023

8.1Contact and Referral

8.1.1Receiving a Contact or ReferralAugust 11, 2025
8.1.2Deciding the Outcome of a Contact or Referral (Reablement)August 11, 2025
8.1.3Actions and Next Steps
Updated
February 24, 2026

8.2Establishing Reablement Needs

8.2.1Introduction, Purpose and Tools (Reablement)August 2, 2024
8.2.2Preparing to Establish Needs (Reablement)August 11, 2025
8.2.3The Skilled Conversation (Reablement)August 11, 2025
8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)April 12, 2022

8.3Planning and Arranging Reablement

8.3.1The Reablement PlanFebruary 24, 2026
8.3.2Arranging the Reablement ServiceAugust 2, 2024

8.4Monitoring and Reviewing Reablement

8.4.1Monitoring ReablementFebruary 23, 2024
8.4.2Monitoring Actions (Reablement)August 11, 2025
8.4.3The Reablement ReviewFebruary 24, 2025
8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordMay 23, 2023
8.4.5Actions Following a Reablement ReviewFebruary 24, 2026

9.Short-Term Services Team

9.1Contact and Referral

9.1.1Receiving a Contact or ReferralAugust 11, 2025
9.1.2Deciding the Outcome of a Contact or Referral (Short-Term Services)August 11, 2025
9.1.3Actions and Next Steps
Updated
February 24, 2026

9.2Discharge to Assess

9.2.1Discharge to Assess (Home First)August 2, 2024
9.2.2Monitoring Urgent or Interim Support and ServicesAugust 2, 2024

9.3Establishing Needs

9.3.1Introduction, Legal Requirements and ToolsAugust 2, 2024
9.3.2Preparing to Establish NeedsFebruary 24, 2025
9.3.3The Skilled ConversationAugust 11, 2025
9.3.4Agreeing Needs and Making a Formal RecordMay 23, 2023
9.3.5Understanding and Applying Eligibility CriteriaFebruary 24, 2026
9.3.6Communicating the Outcome and Next StepsAugust 11, 2025

9.4Meeting Needs

9.4.1Establishing Ordinary ResidenceFebruary 24, 2025
9.4.2Requesting a Financial AssessmentAugust 2, 2024
9.4.3Setting an Indicative BudgetFebruary 24, 2025
9.4.4Care and Support PlanningAugust 11, 2025
9.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
Updated
February 24, 2026
9.4.6Arranging Support and ServicesAugust 2, 2024

9.5Reviewing Support and Services

9.5.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 24, 2025
9.5.2Preparing to Carry out a Care and Support Plan ReviewFebruary 24, 2025
9.5.3The Review Conversation
Updated
February 24, 2026
9.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 24, 2025
9.5.5Actions Following a Care and Support Plan ReviewFebruary 24, 2026
9.5.6Reviewing a Direct Payment

10.Adult Social Care Teams

10.1Contact and Referral

10.1.1Receiving a Contact or ReferralAugust 11, 2025
10.1.2Deciding the Outcome of a Contact or Referral (Contact and Social Care Teams)August 11, 2025
10.1.3Actions and Next Steps
Updated
February 24, 2026

10.2Establishing Needs

10.2.1Introduction, Legal Requirements and Tools (Contact and Social Care Teams)August 2, 2024
10.2.2Preparing to Establish Needs (Contact and Social Care Teams)February 24, 2025
10.2.3The Skilled Conversation (Contact and Social Care Teams)August 11, 2025
10.2.4Agreeing Needs, Making a Formal Record and Next Steps (Contact and Social Care Teams)February 24, 2025
10.2.5Establishing Likely Eligibility for a Disabled Facilities GrantFebruary 24, 2025
10.2.6Understanding and Applying Eligibility Criteria (Contact and Social Care Teams)February 24, 2026
10.2.7Communicating the Outcome and Next Steps (Contact and Social Care Teams)
Updated
February 24, 2026
10.2.8Establishing Ordinary ResidenceFebruary 24, 2025
10.2.9Requesting a Financial AssessmentAugust 2, 2024

10.3Care and Support Planning

10.3.1Setting an Indicative BudgetFebruary 24, 2025
10.3.2Care and Support PlanningAugust 11, 2025
10.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
Updated
February 24, 2026
10.3.4Arranging Support and ServicesAugust 2, 2024

10.4Reviewing a Care and Support Plan and Monitoring Urgent/Interim Services

10.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 24, 2025
10.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 24, 2025
10.4.3The Review Conversation
Updated
February 24, 2026
10.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 24, 2025
10.4.5Actions Following a Care and Support Plan ReviewFebruary 24, 2026
10.4.6Reviewing a Direct Payment

10.5Arranging Equipment and Adaptations

10.5.1Applying for a Disabled Facilities GrantFebruary 23, 2024
10.5.2The Outcome of the Disabled Facilities Grant Application and Next StepsFebruary 24, 2025
10.5.3Providing EquipmentFebruary 24, 2025
10.5.4Equipment in a Care HomeFebruary 24, 2025
10.5.5Providing Direct SupportFebruary 24, 2025
10.5.6Monitoring and ReviewFebruary 24, 2026

11.Sensory Team

11.0.1Receiving a Contact or ReferralAugust 11, 2025
11.0.2Deciding the Outcome of a Contact or ReferralAugust 11, 2025
11.0.3Actions and Next Steps
Updated
February 24, 2026
11.0.4Minor Adaptations and Low Level EquipmentMay 23, 2023
11.0.5Further Procedures, Processes and InformationMay 23, 2023

12.Learning Disability Teams

12.1Contact and Referral

12.1.1Receiving a Contact or ReferralAugust 11, 2025
12.1.2Deciding the Outcome of a Contact or ReferralAugust 11, 2025
12.1.3Actions and Next Steps
Updated
February 24, 2026

12.2Establishing Needs

12.2.1Introduction, Legal Requirements and ToolsAugust 2, 2024
12.2.2Preparing to Establish NeedsFebruary 24, 2025
12.2.3The Skilled ConversationAugust 11, 2025
12.2.4Agreeing Needs and Making a Formal RecordMay 23, 2023
12.2.5Understanding and Applying Eligibility CriteriaFebruary 24, 2026
12.2.6Communicating the Outcome and Next StepsAugust 11, 2025

12.3Meeting Needs

12.3.1Establishing Ordinary ResidenceFebruary 24, 2025
12.3.2Requesting a Financial AssessmentAugust 2, 2024
12.3.3Setting an Indicative BudgetFebruary 24, 2025
12.3.4Care and Support PlanningAugust 11, 2025
12.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
Updated
February 24, 2026
12.3.6Arranging Support and ServicesAugust 2, 2024

12.4Reviewing Support and Services

12.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 24, 2025
12.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 24, 2025
12.4.3The Review Conversation
Updated
February 24, 2026
12.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 24, 2025
12.4.5Actions Following a Care and Support Plan ReviewFebruary 24, 2026
12.4.6Monitoring Urgent or Interim Support and ServicesAugust 2, 2024
12.4.7Reviewing a Direct Payment

13.CHC Assessment Service

13.0.1NHS Continuing Healthcare Procedure
Updated
February 24, 2026

14.Transition Service

14.1Children's Procedures

14.1.1Children's Procedures

14.2Deciding Whether to Start Transition

14.2.1Deciding Whether to Start TransitionFebruary 23, 2024
14.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
14.2.3Recording the Decision and Next StepsNovember 3, 2021

14.3Child's Needs Assessment

14.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)August 2, 2024
14.3.2Preparing to Establish Needs (Child's Needs Assessment)February 24, 2025
14.3.3The Skilled Conversation (Child's Needs Assessment)August 11, 2025
14.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)February 23, 2024

14.4Carer's Transition Assessments

14.4.1Introduction, Legal Requirements and Tools (Carer's Transition)August 2, 2024
14.4.2Preparing to Establish the Needs of Parent CarersAugust 2, 2024
14.4.3Preparing to Establish the Needs of Young CarersAugust 2, 2024
14.4.4The Skilled Conversation (Parent Carers)September 27, 2021
14.4.5The Skilled Conversation (Young Carers)August 11, 2025
14.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)February 23, 2024

14.5Preparing for Adulthood Planning and Review

14.5.1Setting an Indicative Budget (Transition to Adult Care and Support)February 24, 2025
14.5.2The Preparing for Adulthood PlanFebruary 23, 2024
14.5.3Reviewing and Preparing for Adulthood PlanAugust 2, 2024
14.5.4Reviewing an Education, Health and Care Plan (from 18 years)February 24, 2026

15.Mental Health Teams

15.1Contact and Referral

15.1.1Receiving a Contact or ReferralAugust 11, 2025
15.1.2Deciding the Outcome of a Contact or ReferralAugust 11, 2025
15.1.3Actions and Next Steps
Updated
February 24, 2026

15.2Establishing Needs

15.2.1Introduction, Legal Requirements and ToolsAugust 2, 2024
15.2.2Preparing to Establish NeedsFebruary 24, 2025
15.2.3The Skilled ConversationAugust 11, 2025
15.2.4Agreeing Needs and Making a Formal RecordMay 23, 2023
15.2.5Understanding and Applying Eligibility CriteriaFebruary 24, 2026
15.2.6Communicating the Outcome and Next StepsAugust 11, 2025

15.3Meeting Needs

15.3.1Establishing Ordinary ResidenceFebruary 24, 2025
15.3.2Requesting a Financial AssessmentAugust 2, 2024
15.3.3Setting an Indicative BudgetFebruary 24, 2025
15.3.4Care and Support PlanningAugust 11, 2025
15.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
Updated
February 24, 2026
15.3.6Arranging Support and ServicesAugust 2, 2024

15.4Reviewing Support and Services

15.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 24, 2025
15.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 24, 2025
15.4.3The Review Conversation
Updated
February 24, 2026
15.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 24, 2025
15.4.5Actions Following a Care and Support Plan ReviewFebruary 24, 2026
15.4.6Monitoring Urgent or Interim Support and ServicesAugust 2, 2024
15.4.7Reviewing a Direct Payment

15.5Functions under the Mental Health Act

15.5.1Understanding the Mental Health Act 1983February 24, 2025
15.5.2Social Circumstances ReportFebruary 24, 2025
15.5.3Section 117 AftercareAugust 2, 2024
15.5.4Community Mental Health FrameworkSeptember 5, 2023

16.AMHP Procedure

16.0.1AMHP ProcedureFebruary 24, 2025

17.Carers Procedures

17.1Contact and Referral

17.1.1Receiving a Contact or ReferralAugust 11, 2025
17.1.2Deciding the Outcome of a Contact or Referral (Carers)August 11, 2025
17.1.3Actions and Next Steps (Carers)
Updated
February 24, 2026

17.2Establishing Needs

17.2.1Introduction, Legal Requirements and Tools (Carers)August 2, 2024
17.2.2Preparing to Establish Needs (Carers)August 2, 2024
17.2.3The Skilled Conversation (Carers)August 11, 2025
17.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
17.2.5Understanding and Applying Eligibility Criteria (Carers)August 11, 2025
17.2.6Communicating the Outcome and Next Steps (Carers)August 11, 2025

17.3Meeting Needs

17.3.1Establishing Ordinary ResidenceFebruary 24, 2025
17.3.2Requesting a Financial AssessmentAugust 2, 2024
17.3.3Setting an Indicative BudgetFebruary 24, 2025
17.3.4Support PlanningAugust 11, 2025
17.3.5Signing off a Support Plan and Agreeing a Final Personal Budget
Updated
February 24, 2026
17.3.6Arranging Support and ServicesAugust 2, 2024

17.4Reviewing Support and Services

17.4.1Legal Requirements of a Support Plan Review and ToolsFebruary 24, 2025
17.4.2Preparing to Carry out a Support Plan ReviewAugust 2, 2024
17.4.3The Review Conversation (Carers)
Updated
February 24, 2026
17.4.4Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
17.4.5Actions Following a Support Plan ReviewFebruary 24, 2026
17.4.6Monitoring Urgent or Interim Support and ServicesAugust 2, 2024
17.4.7Reviewing a Direct Payment

18.Business Support and Finance

18.0.1Business Support and Finance Procedures and ProcessesMay 23, 2023

Last Updated: February 24, 2026

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