1. Review Care Act 2014

2. Outline of content  Introduction Introduction  Keeping plans under review Keeping plans under review  Planned review Planned review  Unplanned review Unplanned review  Requested review Requested review  Revision of the plan Revision of the plan  Timeliness and regularity of reviews Timeliness and regularity of reviews  Summary Summary 2

3. Introduction 3

4. Review  The aim of review is to ensure all people with a plan can reflect on:  what’s working and not working  what might need to change  The review process should be:  person-centred  outcomes focused  accessible  proportionate to the needs to be met  The process must involve the person needing care and the carer where feasible, and an independent advocate where relevant 4

5. Keeping plans under review 5 Changes to circumstances What’s working What’s not working Any changes required Outcomes achieved New outcomes Personal budgets Changes to support networks Is person satisfied with plan

6. Routes to reviewing 6 Planned review Date set with the individual during the planning process Unplanned review Resulting from a change in needs or circumstances Requested review Person, carer, advocate or interested party makes a request

7. Planned review 7 Review Proportionate Date and time Combined plans aligned

8. Unplanned review  A review should be conducted if circumstances have changed in a way that may affect the efficacy, appropriateness or content of the plan. For example:  a carer is no longer able to provide the same level of care  evidence of a deterioration of the person’s physical or mental wellbeing  a safeguarding alert  The person or their representatives should be kept fully involved and informed of what is occurring, the timescales involved and any likely consequences 8

9. Requested review  Upon receipt of a reasonable request to conduct a review, the local authority must consider this and judge the merits of conducting one  The authority must involve the person, carer and an independent advocate where relevant  A review should be performed unless the local authority is reasonably satisfied that the plan remains sufficient  If not conducting a review the reasons should set out in an accessible format along with details of how to pursue the matter if the person remains unsatisfied 9

10. Revision of the plan  The development of a revised plan must involve the person, their representative or independent advocate  Where a revision is necessary the local authority must, where appropriate, carry out a re-assessment, using the processes involved in the original assessment and care planning processes, revising the plan and personal budget accordingly  The re-assessment process should not start from the beginning, but pick up from what is already known about the person and should be proportionate 10

11. Timeliness and regularity of reviews  In the absence of any request for a review, or any indication that circumstances may have changed, the local authority should conduct a periodic review of plan no later than every 12 months  The review should be performed as quickly as is reasonably practicable  It should not contain any surprises and must not be used to arbitrarily reduce a care and support package  Any reduction to a personal budget should be the result of a change in need or circumstance 11

12. Summary  The local authority is under an ongoing duty to keep the person’s plan under review  The whole review process should be person-centred, outcome focused, accessible and proportionate, and must involve the person  The right to request a review applies not just to the person receiving the care, but to others supporting them or interested in their wellbeing  Periodic reviews and reviews in general must not be used to arbitrarily reduce a care and support package 12