First Point of Contact

1.First Point of Contact

1.1Contact and Referral

1. 1.1.1Receiving a Contact or ReferralMay 16, 2025
2. 1.1.2Deciding the Outcome of a Contact or ReferralNovember 11, 2025
3. 1.1.3Actions and Next Steps
   Updated
   November 11, 2025

1.2Establishing Needs

1. 1.2.1Introduction, Legal Requirements and ToolsNovember 11, 2024
2. 1.2.2Preparing to Establish NeedsMay 16, 2025
3. 1.2.3The Skilled ConversationNovember 11, 2025
4. 1.2.4Agreeing Needs and Making a Formal RecordMay 12, 2023
5. 1.2.5Understanding and Applying Eligibility CriteriaNovember 11, 2025
6. 1.2.6Communicating the Outcome and Next StepsNovember 11, 2025

1.3Meeting Needs

1. 1.3.1Establishing Ordinary ResidenceMay 16, 2025
2. 1.3.2Requesting a Financial AssessmentMay 16, 2024
3. 1.3.3Setting an Indicative BudgetNovember 11, 2024
4. 1.3.4Care and Support Planning
   Updated
   November 11, 2025
5. 1.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
   Updated
   November 11, 2025
6. 1.3.6Arranging Support and ServicesNovember 11, 2024

1.4Reviewing Support and Services

1. 1.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 11, 2024
2. 1.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
3. 1.4.3The Full Review ConversationNovember 11, 2025
4. 1.4.4The Light Touch Review ConversationNovember 11, 2025
5. 1.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 11, 2024
6. 1.4.6Actions Following a Care and Support Plan ReviewNovember 11, 2025
7. 1.4.7Monitoring Urgent or Interim Support and ServicesMay 16, 2024
8. 1.4.8Reviewing a Direct Payment