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Locality Teams

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1.About the Locality Teams

2.Contact and Referral

3.Establishing Needs

4.Meeting Needs

5.Reviewing Support and Services

1.About the Locality Teams

  1. 1.0.1About the Locality TeamsApril 11, 2024

2.Contact and Referral

  1. 2.0.1Receiving a Contact or ReferralApril 11, 2024
  2. 2.0.2Deciding the Outcome of a Contact or ReferralApril 11, 2024
  3. 2.0.3Actions and Next StepsApril 11, 2024

3.Establishing Needs

  1. 3.0.1Introduction, Legal Requirements and ToolsApril 11, 2024
  2. 3.0.2Preparing to Establish NeedsOctober 30, 2024
  3. 3.0.3The Skilled ConversationApril 11, 2024
  4. 3.0.4Agreeing Needs and Making a Formal RecordApril 11, 2024
  5. 3.0.5Understanding and Applying Eligibility CriteriaOctober 30, 2024
  6. 3.0.6Communicating the Outcome and Next StepsApril 11, 2024

4.Meeting Needs

  1. 4.0.1Establishing Ordinary ResidenceApril 11, 2024
  2. 4.0.2Requesting a Financial AssessmentApril 11, 2024
  3. 4.0.3Setting an Indicative BudgetOctober 30, 2024
  4. 4.0.4Care and Support PlanningOctober 30, 2024
  5. 4.0.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 30, 2024
  6. 4.0.6Arranging Support and ServicesOctober 30, 2024

5.Reviewing Support and Services

  1. 5.0.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 30, 2024
  2. 5.0.2Preparing to Carry out a Care and Support Plan ReviewApril 11, 2024
  3. 5.0.3The Full Review ConversationApril 11, 2024
  4. 5.0.4The Light Touch Review ConversationOctober 30, 2024
  5. 5.0.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 30, 2024
  6. 5.0.6Actions Following a Care and Support Plan ReviewOctober 30, 2024
  7. 5.0.7Monitoring Urgent or Interim Support and ServicesApril 11, 2024
  8. 5.0.8Review of a Direct Payment

Last Updated: March 11, 2025

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