Single Assessment Process - training materials
joint working
The following listing is subject to ongoing review and revision...
Find the connections Social care research has to take account of the increasing amount of partnership and joint working [author: Bob Hudson]
(20 January 2005)
Article in: Community Care, no 1556, pp 36-37.
This article reports on a Good practice : developing an evidence base conference held by the Integrated Care Network to develop effective working in partnership and integration. The need to take a broad interpretation of what constitutes research
is emphasised and three levels of thinking about joint working are identified. Examples of local practitioner-researcher programmes are outlined.
Contact Details:
bob@bobhudsonconsulting.com Tel: | Fax:
Email: | 
Web links: http://www.communitycare.co.uk
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Target group: SSD |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 03075508
Notes:
Green paper pledges 'virtual' care trust for every council HSJ Exclusive: Next month's ground-breaking document will establish 'duty to co-operate' [author: Daniel Martin ]
(16 December 2004)
Article in: Health Service Journal, vol 114, no 5936, p5.
The green paper for adult social care will propose that every council should set up a new kind of 'virtual' care trust. HSJ has learned that the paper, due out next month, will give every council a duty to set up a care trust, involving the
director of adult social services and representatives of primary care trusts. The green paper will outline a model for care trusts similar to that for children's trusts, which are currently being rolled out across England. The 'duty to
co-operate' between the NHS and local authorities will require legislation. HSJ has termed this development as a "Sure Start" for older people's services.
Contact Details:
Tel: | Fax:
Email: daniel.martin@emap.com | 
Web links: http://www.hsj.co.uk
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Target group: LA/HAs |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 0952-2271
Notes:
Implementing the Single Assessment Process: Opportunities and challenges [author: Dr Angela Dickinson]
[August 2006]
Article in Journal of Interprofessional Care, Volume 20, Number 4 (August 2006), pp. 365 - 379
The aim of the study was to evaluate a pilot introduction of the Single Assessment Process in the South-East of England. A qualitative case study design, incorporating observation and semi-structured interviews, was used to collect data. Assessment
visits were observed and recorded, and interviews were carried out with older people and their carers (n = 9), health and social care practitioners, operational managers, and other key individuals involved in the pilot (n = 26). Overall the
evaluation found three major themes that had an impact on the implementation of the Single Assessment Process. These were: the process of implementing policy and change; the health and social care boundary; and communication and sharing of
assessments. Front-line practitioners had a major impact on SAP implementation, particularly through their reluctance to engage with the process, work together and share assessments. Success of the national SAP implementation will depend on the
extent to which those working directly with older people can be engaged in the policy process.
Contact Details:
Dr Angela Dickinson, Centre for Research in Primary and Community Care, University of Hertfordshire,
Hatfield, UK.
Tel: 01707 285993 | Fax:
Email: a.m.dickinson@herts.ac.uk | 
Web links:
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Target group: |  Type / Format: article
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Inside multi-disciplinary practice challenges for single assessment [authors: Michelle Cornes, Roger Clough]
(April 2004)
Article in: Journal of Integrated Care, vol 12, issue 2, pp 18-29
The authors draw on their study on assessment and care management practice in three localities in North West England, which tracked older people's journeys through the health and social care system, and now highlights some of the key issues which
will need to be tackled if the new single assesment process (SAP) is to become user and carer friendly. They argue that the concept of the "whole system" is a misnomer, and a more accurate picture is one of "disputed territory". They suggest that
too much emphasis has been placed on IT systems and paperwork, and that the real challenge is to cut through the jargon of modernisation, and to see things from a wholly different perspective. Some discussion topics to aid local implementation of
SAP are suggested.
Contact Details:
Pavilion Publishing,
The Ironworks,
Cheapside,
Brighton
BN1 4GD.
Tel: 0870 161 3505 | Fax: 0870 161 3506
Email: info@pavpub.com | 
Web links: http://www.pavpub.com
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Target group: |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 14615436
Notes: Other contact details: michellecornes@aol.com
Interprofessional Mentorship: taking on the challenge [authors:Michelle Marshall, Frances Gordon]
(April 2005)
Article in the Journal of Integrated Care, vol 13, no 2, April 2005 pp 38-43.
The current emphasis on the development of an interprofessional workforce in health and social care puts interprofessional learning at the heart of undergraduate curricula. This paper explores the concept of interprofessional mentorship and
considers how this role might be developed in order to faciliate interprofessional learning in the practice placement.
Contact Details:
Tel: | Fax:
Email: f.gordon@sheffield.ac.uk | 
Web links:
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Target group: |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 14769018
Notes:
Involving older people in the implementation of the National Service Framework making progress in the North West [authors: David McNally, Michelle Cornes, Pat Leahy]
(December 2002)
Article in: MCC: Building knowledge for integrated care [Managing Community Care] vol 10, no 6, pp 37-42.
Central to the National Service Framework for Older People (NSF) is the belief that older people should be involved as "genuine partners" in the implementation process. The authors describe how regional and local implementation teams (LITs) in North
West England are working in partnership to develop a coherent and sustainable strategy for engaging with older people. They note that in the NSF there is little in the way of guidance on how to translate the rhetoric of partnerships into practice.
Their article considers older people's views regarding aspects of services that need inproving, what matters most to older people, and involving older people in LITs, for which some points for good practice guidance are suggested. Although no
reference is made to the Single Assessment Process, the material is relevant to Standard Two of the NSF and person-centred care.
Contact Details:
Pavilion,
The Ironworks,
Cheapside,
Brighton,
East Sussex
BN1 4GD.
Tel: +44 (0)1273 623222 | Fax: +44 (0)1273 625526
Email: info@pavpub.com | 
Web links: http://www.pavpub.com
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Target group: |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 14615436
Notes: MCC: Building knowledge for integrated care [Managing Community Care] continues as Journal of Integrated Care in 2003.
David McNally (formerly Local Implementation Officer, National Service Framework for Older People, Knowsley Primary Care Trust), now at Trafford Primary Care Trusts, tel 0161 873 9572; Email: david.mcnally@trafford-pcts.nhs.uk
A picture of health [a successful example of joint working between health and social care] [author: Vari Drennan, Steve Iliffe, Deborah Haworth (et al)]
(24 April 2003)
Article in: Health Service Journal, vol 113, no 5852, pp22-24.
The Well-Being project, a scheme offering joint health and social care assessment to people aged 75+ in the London Borough of Camden identified more than a quarter of them as needing its services. This article by a group of researchers from the
Royal Free and University College Medical School notes that using general practitioners (GPs) to identify the target population proved inefficient, as almost half of those contacted were no longer at the same address. Assessments, conducted by a
community nurse and a social welfare officer, often involved two visits. Given such problems, the article suggests that the project has provided valuable learning for implementing targets in the National Service Framework for older people (NSF),
including single assessment, falls prevention, and reviewing medication.
Contact Details:
Tel: | Fax:
Email: | 
Web links: http://www.hsj.co.uk
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Target group: PCT/SSD |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 0952-2271
Notes:
Self assessment of health and social care needs by older people research summary [of report for the National Co-ordinating Centre for NHS Delivery and Organisation R&D (NCCSDO)] [authors: Peter
Griffiths, Roz Ullman, Ruth Harris]
(March 2007)
Self-assessment is a form of assessment that is completed by the subject of the assessment without the immediate involvement of professionals or a professionally-employed layperson. This research summary (see
Weblink) presents the main findings of "Self assessment of health and social care needs by older people: a multi-method systematic review of practices, accuracy, effectiveness and experience" (2005), commissioned by the National Co-ordinating
Centre for NHS Delivery and Organisation R&D (NCCSDO) and carried out by Peter Griffiths and colleagues at King's College London (described elsewhere on the SAP resource). It reveals the complexity of the topic, and the pitfalls adopting a
simplistic approach. While the review focused on older people, its findings apply to other groups. Among key messages are that there are many types of self-assessment, and great potential in their use and development, but the evidence of their
effectiveness is limited. In its favour is that self-assessment is likely to be cost-neutral.
Given the widespread implementation of the single assessment process (SAP), there is an urgent need to explore older people's experiences of the self-assessment component of comprehensive assessment. This is an area suggested for future research.
Contact Details:
Emma Hawkridge, Communications Manager, NCCSDO,
London School of Hygiene and Tropical Medicine,
99 Gower Street,
London
WC1E 6AA
Tel: +44 (0)20 7612 7980
+44 (0)20 7612 7984 (EH) | Fax: +44 (0)20 7612 7979
Email: sdo@lshtm.ac.uk |  emma.hawkridge@LSHTM.ac.uk
Web links: http://www.sdo.lshtm.ac.uk/files/adhoc/30-research-summary.pdf
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Target group: |  Type / Format:
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Notes: Further information about anything included in the report, contact: Dr Peter Griffiths,The Florence Nightingale School
of Nursing and Midwifery, King's College London, James Clerk Maxwell Building, 57 Waterloo Road, London SE1 8WA. E-mail: peter.griffiths@kcl.ac.uk
Senior and heard a programme to address the social as well as medical needs of old people has given a shot in the arm to London boroughs, as national service framework targets loom [author: Mary-Louise
Harding ]
(12 February 2004)
Article in: Health Service Journal, vol 114, no 5892, pp32-33.
A service development programme is helping London boroughs meet deadlines for national service frameworks for older people. The scheme identifies older people at risk - high-resource users aged 75 and over - and co-ordinates work across care-team
boundaries. Hospital admissions among the elderly people the project has helped have dropped by 47per cent. An evaluation of the programme is being undertaken by the Institute for Applied Health and Social Policy.
Contact Details:
Tel: | Fax:
Email: | 
Web links: http://www.hsj.co.uk
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Target group: LA/HA |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 0952-2271
Notes:
Taking the accent off the acute [Mithran Samuel]
15 June 2006
Journal article in Community Care, 15 June 2006, pp 26-29.
One of the three articles which examine the challenges faced by a health service in the throes of fundamental reforms, against a background of anxiety in the NHS over increased costs, which are hampering the development of preventive services and
partnerships with social care. The author finds that the shift of capacity and resources from acute to community services must overcome conflicts between some of the policy strands currently operating and change fatigue among GPs and at primary
care trusts
A discussion forum is available on the website of Community Care which poses the question : do you think the government's changes will lead to a leaner, more locally responsive health service within five years?
Contact Details:
Tel: | Fax:
Email: | 
Web links: http://www.communitycare.co.uk
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Target group: HAs/LAs |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 03075508
Notes:
The assessment gap [comment on the single assessment process] [author: Paul Clarkson, David Challis]
(15 July 2004)
Article in: Community Care, no 1531, pp 38-39.
The authors, from PSSRU at University of Manchester, are investigating the implementation and impact of SAP in England. This article examines the relevance of recent research for the debates leading up to the deadline for full implementation in
April this year. Integrating assessment practices between health and social care will require more than the breaking down of professional barriers. Joint structures, providing incentives for collaboration are just as important.
Contact Details:
Paul.C.Clarkson@man.ac.uk Tel: | Fax:
Email: | 
Web links: http://www.communitycare.co.uk
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Target group: SSD |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 03075508
Notes:
United front [joint working and implications for IT systems] [author: Steve Mathieson]
An article in the Health Service Journal supplement "HSJ Intelligence" within the 3 November 2005 issue, pp4-7.
The key point made in this article highlights that joint working in IT between health and social services and local authorities remains difficult, with technical and organisational barriers. A number of localities have tried information-sharing,
but so far they are only able to deal with very basic data. Two Cambridgeshire pilots of deeper integration had mixed results. Additionally, persuading the public to allow their information to be shared presents another hurdle to trusts and local
authorities.
Contact Details:
Tel: | Fax:
Email: | 
Web links: http://www.goodmanagement-hsj.co.uk/jointworking
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Target group: SHAs |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 09522271
Notes:
Age Concern Waltham Forest
The future of social care for older people A case study of Waltham Forest [Sheena Scott Dunbar and Jorge Lagos]
[30 January 2006]
Age Concern Waltham Forest (WF) works in partnership with the LBWF Social Services, WF PCT, Whipps Cross University Hospital NHS Trust , NE London Mental Health Trust and WF Older People's Voluntary Sector
Partnership to deliver services for older people across the borough. This presentation to the National Council on Ageing on 30 January 2006 details the various collaborative projects and integrated services developed within the framework of the
Single Assessment Process. The projects are: the Waltham Forest model of early detection, prevention and healthy ageing. WF older people's voluntary sector partnership. The WF healthy ageing programme. The WF falls collaborative. Age Concern WF
presence at Whipps Cross University Hospital Trust (A&E escorted discharge; welcome home service; discharge lounge and ward project). Age Concern WF link-up project (befriending service; teleconferencing; volunteers). Older people's safety campaign.
Age Concern WF information, advice and advocacy service.
View presentation
Contact Details:
Sheena Dunbar, Director, Age Concern Waltham Forest,
Ground Floor,
Zenith House,
210 Church Road,
Leyton
E10 7JQ
Tel: 020 8558 5512 | Fax: 020 8558 0383
Email: s.dunbar@ageconcernwf.org.uk | 
Web links: http://www.ageconcernwf.org.uk
| http://www.wfolderpeople.com/
Target group: |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes:
AIS Systems Limited
MDS-RAI - Minimum Data Set Residential Assessment Instrument;
MDS-HC - Minimum Data Set Home Care
(2003)
MDS-RAI and its community version MDS-HC provides a computerised system for the collection of MDS assessments data in a care home setting. After recording assessments a number of indicators are automatically
calculated e.g. RNCC nursing levels, staff hours, specific outcome measurements. MDS-RAI can also produce sound clinically based care plans for the individual client. MDS-RAI is accredited by the Department of Health for use in this context. AIS
Systems are also able to provide training. The MDS-HC assessment tool and guidance manuals are available from The Stationery Office but the instrument will also be developed in an electronic format which will enable organisations to migrate to full
electronic systems in a stepwise manner over time and across the organisation (see TSO website). The MDS Instrument training video should be available from June 2004.
Contact Details:
Ken Collins, Chairman, Unit 5 The Courtyard,
Wisley,
Surrey
GU23 6QL
Tel: +44 (0)1932 359370 | Fax: +44 (0)1932 359359
Email: info@aissystems.ltd.uk | 
Web links: http://www.aissystems.ltd.uk
| http://www.care-assessment.org.uk
Target group: LA/HA |  Type / Format: assessment tool
Availability / Price: upon enquiry |  ISBN/ISSN: -
Notes: AIS Systems Limited is registered in England and has been formed to serve the UK with MDS assessment systems and related MDS intelligence systems. AIS is a wholly owned subsidiary of Datasystems Consultants Ltd. and a sister company
to HealthSystems Consultants Ltd and HealthResources Ltd., who can can provide a full range of management consultancy services.
http://www.tso.co.uk
Avon, Gloucestershire and Wiltshire SHA
The Single Assessment Process training resource [author: Avon, Gloucestershire and Wiltshire SHA]
(July 2003)
This training resource sets out the key issues relating to joint working, SAP, and information sharing and consent, using a variety of tools, including narrative text, PowerPoint presentations, exercises,
case studies and handouts. It also includes a glossary of terms. The CDROM has printable PDF versions of these materials, along with editable PowerPoint files for the three presentations on joint working, the single assessment process, and the Data
Protection Act and Caldicott principles.
The pack is intended for use in multi-agency training. It is not designed to be used in isolation, and it is expected that trainers will add to it according to local need and following further learning through pilot sites. It is assumed that
trainers using this training resource will be linked into the development of SAP locally, and will be working closely with the project leads who wrote and compiled the resource.
The resource has been produced as a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority (AGW SHA): Paulette Nuttall (Bristol), Sheila Turner (South Gloucestershire),
Marilyn Hughes (Swindon), Richard Pople and Jane Towler (North Somerset), Bo Novak (Bath and North East Somerset), and Marianna Poulton (Wiltshire).
View contents of cd-rom
(Presentations, Handouts etc) - Please note conditions of use on Contents page.
Contact Details:
Sheila Turner South Gloucestershire PCT,
1 Monarch Court
Emerald Park
Emerson's Green
Bristol
BS16 7FH
Tel: 0117 330 2443 | Fax:
Email: sheila.turner@sglos-pct.nhs.uk | 
Web links:
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Target group: SSD/PCT |  Type / Format: pack; cdrom; powerpoint; glossary
Availability / Price: |  ISBN/ISSN:
Notes: Other contacts: Paulette Nuttall, Bristol South and West Primary Care Trust, King Square House, King Square,Bristol
BS2 8EE Tel: +44 (0) 117 900 2376; Fax +44(0)117 900 2465; Email: paulette.nuttall@bristolswpct.nhs.uk
Buckinghamshire County Council
Person Centred Care: Single Assessment Process for Buckinghamshire [author: Cheryl Warren]
[June 2004]
Buckinghamshire County Council ran a series of workshops in June 2004 around the Single Assessment Process for older people. The workshops were aimed at people who work in health, social care or the voluntary
sector and members of the public who were interested in finding out how Single Assessment will affect older people. The powerpoint presentations run at the workshops can be seen via the web link listed below.
If you would like further information on the workshops, you can call the NSF and Single Assessment Assistant on 01296 382550.
Contact Details:
Kerry Stevens, NSF and Single Assessment Coordinator, Adult Social Care - Business and Strategy,
Room 601,
Buckinghamshire County Council,
Walton Street,
Aylesbury
HP20 1YU
Tel: 01296 383927 | Fax:
Email: kstevens@buckscc.gov.uk | 
Web links: http://www.buckscc.gov.uk/care_of_adults/singleassessment/sap_pres.ppt
| http://www.buckscc.gov.uk/care_of_adults/single_assess_process.htm
Target group: |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes:
Care Services Improvement Partnership (CSIP) Department of Health
Individual Budgets Pilot Project A joint programme between the Department of Health, the Office for Disability Issues, the Department for Work and Pensions, and the Department for Communities and Local
Government
The Individual Budgets Pilot programme was launched on the 21st November 2005. It will last for 2 years. Thirteen local authorities are piloting Individual Budgets: Barnsley, Barking & Dagenham; Bath & NE
Somerset; Coventry; Essex; Gateshead; Kensington & Chelsea; Leicester; Lincolnshire; Manchester; Norfolk; Oldham; and West Sussex.
The Individual Budget approach involves a number of different strands of income that people might use to support themselves. Each pilot site is looking at a combination of income streams. All are including social care funding, and combinations of:
Independent Living Fund, Supporting People, Community Equipment, Disabled Facilities Grants and Access to Work.
The Care Services Improvement Partnership (CSIP) team supporting the Individual Budget Pilot programme is providing progress reports on implementation and occasional newsletters. There is a separate team evaluating the IB projects: The Social
Policy Research Unit (SPRU) at York; The Personal Social Services Research Unit (PSSRU) at Kent, LSE and Manchester; and The Social Care Workforce Research Unit (SCWRU) at KIng's College London. There is more information about the Individual Budgets
Evaluation Network (IBSEN) at a dedicated website.
Contact Details:
Sheila Stirling Self Directed Support
Care Services Improvement Partnership,
Gateway House, Room 259,
Piccadilly South,
Manchester M60 7LP
Tel: 0161 237 2952 | Fax:
Email: | 
Web links: http://www.individualbudgets.csip.org.uk
| http://www.ibsen.org.uk
Target group: |  Type / Format: pilot; policy
Availability / Price: |  ISBN/ISSN:
Notes:
Centre for Research in Primary and Community Care, University of Hertfordshire
Evaluation of the Single Assessment Process pilot phase in Hertsmere executive summary: Draft Version 1.1 [authors: Angela Dickinson, Karen Windle]
(2004)
This report (20 pp) provides a summary of the findings of the evaluation of the Single Assessment Process (SAP) pilot phase undertaken in Hertsmere PCT. The process and policy background behind SAP is
explored, headline findings are given, and recommendations made for developing the tools of the SAP as it is implemented across Hertfordshire. Many of the recommendations are based on ideas provided by those managers, front-line staff, service users
and carers involved in the pilot phase.
The University of Hertfordshire was commisioned to undertake the evaluation.The evaluation was funded by Hertfordshire Adult Care Services. A successful application was made to HertNet for additional funding for the project.
Key collaborators: Gunna Mahadevan, Janet Lewis, Noel Knopp.
View evaluation
Contact Details:
Dr Angela Dickinson Centre for Research in Primary and Community Care University of Hertfordshire,
College Lane,
Hatfield
AL10 9AB
Tel: 01707 285993 | Fax: 01707 285995
Email: a.m.dickinson@herts.ac.uk | 
Web links:
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Target group: |  Type / Format: document
Availability / Price: |  ISBN/ISSN:
Notes: Hertsmere Primary Care Trust, Potters Bar Community Hospital, The Elms Clinic, High Street, Potters Bar, Hertfordshire EN6 5DA. Tel: 01707 647586.
Centre for Research in Primary and Community Care, University of Hertfordshire
The electronic Single Assessment Process an evaluation of initial implementation, Hertfordshire [authors: Angela Dickinson, Jenny Cove, Noel Knopp, Karen Windle]
(September 2005)
The evaluation considered the following research question: What are the experiences of health and social care professionals who are using the eSAP? This report (44 pp) on the local electronic Single Assessment
Process implementation in Hertfordshire
is based on 22 interviews and one focus group (of 5), variously with district nurses, intermediate care, social work and acute hospital staff; mental health team staff chose not to participate. The electronic tool is initially being trialled in the
Welwyn and Hatfield PCT area.
Overall, the evaluation found three major themes that had an impact on implementation of SAP: the process of implementation policy and change; the health and social care boundary; and communication and sharing of assessments.
The findings indicate that many challenges remain for those charged with implementing this policy, and that practitioners need effective support: they should not be expected to make the transition unaided. Recommendations for practice include issues
around: education, training and support; management support; working together; and improving assessment practice. Recommendations are also made for further research.
The University of Hertfordshire was commissioned to undertake the evaluation.The evaluation was funded by Hertfordshire Adult Care Services.
View evaluation
Contact Details:
Dr Angela Dickinson Centre for Research in Primary and Community Care University of Hertfordshire,
College Lane,
Hatfield
AL10 9AB
Tel: +44 (0)1707 285993 | Fax: +44 (0)1707 285995
Email: a.m.dickinson@herts.ac.uk | 
Web links: www.herts.ac.uk/cripacc
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Target group: SAP managers, policymakers; researchers |  Type / Format: document
Availability / Price: |  ISBN/ISSN: 1905313098
Notes:
Change Agent Team, Health and Social Care, Department of Health,
Single assessment and care co-ordination [author: Change Agent Team, Health and Social Care, Department of Health - DH]
(2004)
Powerpoint presentation (34 slides) being used by the Change Agent Team at workshops at various SHA locations from June 2004 onwards. The presentation includes: looking at Policy Annex G of the January 2004
Guidance; legislation permitting partnership approaches; hints on care co-ordination in mental health; further guidance on care co-ordination; tasks for groups to carry out at the workshops; and a list of websites.
Contact Details:
Seamus Breen, Single Assessment Lead, Room G09,
Department of Health,
79 Whitehall,
London
SW1A 2NS.
Tel: 0779 5120943 (SB mobile)
0207 210 5077/5005 | Fax:
Email: Seamus.Breen@doh.gsi.gov.uk |  change_agent_team@doh.gsi.gov.uk
Web links: http://www.changeagentteam.org.uk
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Target group: All staff |  Type / Format: powerpoint; policy
Availability / Price: |  ISBN/ISSN:
Notes:
Cheshire and Merseyside Teaching PCT Collaborative
Enhancing patient assessment in the Single Assessment Process [authors: Celia Sinnott, Liz Copley, Lisa Ellis]
(September 2005)
Cheshire and Merseyside Teaching PCT Collaborative (CMTPCT) was commissioned to review what was happening with the Single Assessment Process (SAP) across Cheshire and Merseyside, and to design an educational
framework to enhance the process of person-centred assessment at multidisciplinary and multi-agency level. The findings of the review highlight key themes including: cultural change; team working; assessment skills; joint or partnership working;
roles and responsibilities; involvement of service users and carers; legal requirements; Caldicott; data protection; and confidentiality.
This report (72 pp) by CMTPCT Education Facilitators focuses on developing and enhancing SAP competency, addressing inconsistencies found across the region. Local and national sources were used for gathering information, amongst which the Centre
for Policy on Ageing's SAP training database and discussion forum are acknowledged. The report suggests course programmes and examples of teaching and learning strategies and training resources for enhanced assessment. Appendices summarise progress
with training, continued training needs and inter-agency responsibilities in each locality.The information supplied has been taken from reports during 2004 by: David Walker, Co Chair SAP Sub Group, Warrington; Helen Smith and Janet Dunn, Halton;
Claire Moss, Knowsley and Linda Thorley, St Helens SSD/PCT; and Terry Sullivan, Wirral Social Services.
Contact Details:
Tel: | Fax:
Email: | 
Web links: http://www.cmtpct.nhs.uk/documents/SAP/SAPfinalDocument.doc
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Target group: Health and social care professionals |  Type / Format: policy; strategy
Availability / Price: |  ISBN/ISSN:
Notes:
County Durham SAP Steering Group
County Durham Single Assessment Process Steering Group - Terms of Reference
3 page document.
Contact Details:
Brenda Peppin - SAP Lead/Chair of Steering Group, Derwentside PCT,
Shotley Bridge Community Hospital,
Consett,
Co. Durham
DH8 0NB
Tel: +44 (0)1207 594458 | Fax: +44 (0)1207 594438
Email: brenda.peppin@derwentside.pct.nhs.uk | 
Web links: http://www.derwentside-pct.nhs.uk
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Target group: LA |  Type / Format: protocol
Availability / Price: download WP.doc |  ISBN/ISSN:
Notes:
Department of Health.
Guidance on the single assessment process for older people; [and] Guidance for local implementation Health service circular HSC 2002/001: Local authority circular LAC (2002)1 [Author: Denise
Platt]
(28 January 2002)
The single assessment process (SAP) for older people was introduced in the National Service Framework for Older People. Its purpose is to ensure that older people receive appropriate, effective and timely
responses to their health and social care needs, and that professional resources are used effectively. This guidance clarifies key points in Chapter 2 of the National Service Framework (NSF), and has three parts. The first part comprises summaries
of the key implications of the guidance for the following groups: older people, social workers and care managers, nurses in a range of settings, therapists, general practitioners (GPs), geriatricians and old age psychiatrists. The second part,
Guidance for local implementation, summarises what local NHS and councils need to do. The third part, Annexes, give details on a range of implementation and practice matters, including the criteria that localities should use when reviewing and
reporting on their progress with implementation. These Annexes are : Annex A , Key attributes of the soingle asessment process; Annex B, Key implications for older people and professionals; Annex C, Criteria for evaluating local approaches in
assessment and implementation milestones; Annex D, Shared values; Annex E, Stages of assessment; Annex F, The domains of the single assessment process; Annex G, Joint working arrangements; Annex H, Assessment and admission to care homes for older
people; Annex I, The single assessment summary; and Annex J, A strategy for joint staff development. Final progress reviews are to be completed by 1 April 2004, when the single assessment process will be implemented.
View guidance
| View annexes
Contact Details:
Department of Health (SAP),
PO Box 777,
London
SE1 6XH.
Tel: 0870 155 5455 | Fax: 01623 724524
Email: | 
Web links:
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Target group: All staff |  Type / Format: guidance
Availability / Price: Also available as download. |  ISBN/ISSN:
Notes:
Department of Health
Living well with dementia - the National Dementia Strategy joint commissioning framework for dementia [author: Claire Goodchild]
(June 2009)
The National Dementia Strategy (NDS) is committed to provide support for commissioners. This Joint Commissioning Framework (79 pp) provides best practice guidance for commissioners to support implementation of
the NDS within the context of World Class Commissioning and Putting People First. It refers to the 17 key objectives for services that should be available locally to all under the NDS, of which a joint commissioning strategy is Objective 14.
Annexes include weblinks to guidance for the 17 objectives by the National Institute for Health and Clinical Excellence (NICE) and the Social Care Institute for Excellence (SCIE); a template for assessing local dementia needs; development of
dementia matrices by the South East Coast Strategic Health Authority; and weblinks to other references.
Contact Details:
Claire Goodchild, Social Care Policy and Innovation,
Department of Health,
Wellington House,
135-155 Waterloo Road,
London
SE1 8UG.
Tel: | Fax:
Email: Claire.goodchild@dh.gsi.gov.uk | 
Web links: www.dh.gov.uk/dementia
| www.dhcarenetworks.org.uk/dementia
Target group: commisisoning managers |  Type / Format: guidance; strategies
Availability / Price: Download:: http://www.dhcarenetworks.org.uk/_library/Resources/Dementia/National_Dementia_Strategy_-_Joint_Commissioning_Framework.pdf |  ISBN/ISSN:
Notes:
Department of Health - DH
POPP Project profiles [Partnership for Older People]
(16 November 2005)
The Department of Health's Older People and Disability Division is leading a project 'Partnerships for Older People Projects' (POPP). The project's strategic aim is to test and evaluate innovative approaches
that sustain prevention work, in order to improve outcomes for older people. Of the 19 pilot projects being established (during 2006/07 and 2007/08), four include the Single Assessment Process (SAP) as part of their remit: East Sussex (Independence
First); Leeds (Service redesign for Older people with mental health needs); North Yorkshire; and Brent (Integrated Care Co-ordination Service). This document (65 pp) describes the 19 pilots, some of which have a mental health focus.
UPDATE given in the social work magazine Community Care, issue 7 December 2006, p10.
Pilot schemes providing these innovative preventive services are already showing evidence of the economic benefits of earlier intervention, reported Ivan Lewis (Care Services Minister). This would help influence 2007/08 comprehensive spending
review. Lewis also announced the areas to be given a share of £18.5m for the second phase of the programme which starts in 2007. The areas are Rochdale, Tameside, Calderdale, Leicestershire and Rutland, Croydon, West Sussex, Kent, North Somerset,
Devon and Gloucestershire.
POPP Newsletter available from CSIP website - (issue January 2008 no 2) link given below.
Contact Details:
Tel: | Fax:
Email: | 
Web links: http://www.dh.gov.uk/assetRoot/04/12/26/23/04122623.pdf
| http://www.changeagentteam.org.uk/index.cfm?pid=218&catalogueContentID=3084
Target group: |  Type / Format: case study
Availability / Price: Available as download only. |  ISBN/ISSN:
Notes:
Department of Health - DH
POPPs wants to hear about early intervention services [Department of Health]
To expand its large body of practice and evidence about effective preventative services, the Partnerships for Older People Projects (POPPs) programme would like to hear about any interesting practice you are
undertaking on prevention and early intervention. The programme is interested in hearing about the following:-
Information, advice, advocacy and brokerage services
Involving older people in governance, commissioning, evaluation and service planning
Initiatives to challenge stereotypes and to positively strengthen older people's citizenship rights
Community development approaches
Public health or other lifestyle initiatives
Intermediate care
Case finding and early intervention
Crisis response services
Joint case management of people with long term conditions or complex needs
Reducing admissions to care homes or hospital
Step down from hospital and supported hospital discharge.
Please email your examples to info.prevention@dh.gsi.gov.uk. Examples which involve joint working or 'whole system' approaches, and those where there are demonstrable efficiency gains (or savings) are particularly welcome.
Contact Details:
Tel: | Fax:
Email: info.prevention@dh.gsi.gov.uk | 
Web links:
http://www.dh.gov.uk/en/SocialCare/Deliveringadultsocialcare/Olderpeople/PartnershipsforOlderPeopleProjects/index.htm
|
Target group: |  Type / Format:
Availability / Price: |  ISBN/ISSN:
Notes:
Devon County Council Social Services
Developing a Single Assessment Process across Devon, Torbay and Plymouth
(2003)
Powerpoint presentation (17 frames) outlining SAP which is being used across all PCTs, NHS Trusts and SSDs across Devon. It gives overviews of the four types of assessment, and how Devon authorities'
approaches to SAP link in with other policies and services for older people.
Contact Details:
Mike Brooks - SAP Programme Manager, Devon County Council,
County Hall,
Topsham Road ,
Exeter EX2 4QD
Tel: +44 (0)1392 205205 (switch)
+44 (0)1392 687141 (direct brooks and brewer) | Fax:
Email: michael.brooks@exeter-pct.nhs.uk |  wendy.brewer@exeter-pct.nhs.uk
Web links: http://www.swdhis.nhs.uk:8080/SAP
| http://www.devon.gov.uk/socserve/sap/
Target group: PCT/SSD staff |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes: (Web site password on application)
Other contact: Wendy Brewer, SAP Project Manager.
Devon County Council Social Services
Mission statement, the Devon, Torbay and Plymouth Single Assessment Process
(2003)
Mission statement (1 page), used across the PCTs, NHS Trusts and SSDs across Devon.
Contact Details:
Mike Brooks - SAP Programme Manager, Devon County Council,
County Hall,
Topsham Road ,
Exeter EX2 4QD
Tel: +44 (0)1392 205205 (switch)
+44 (0)1392 687141 (direct brooks and brewer) | Fax:
Email: michael.brooks@exeter-pct.nhs.uk |  wendy.brewer@exeter-pct.nhs.uk
Web links: http://www.swdhis.nhs.uk:8080/SAP
| http://www.devon.gov.uk/socserve/sap/
Target group: PCT/SSD staff |  Type / Format: mission statement; strategy
Availability / Price: |  ISBN/ISSN:
Notes: (Website password on application)
Other contact: Wendy Brewer, SAP Project Manager.
Devon County Council Social Services
Single Assessment Process: Glossary of terms, Devon Single Assessment Project Issue 1.0, Ref SAP/DEL/019 [author: Wendy Brewer]
(4 December 2003)
Download document (4 pp).
The purpose of this document is to provide a comprehensive glossary of terms.
Contact Details:
Mike Brooks - SAP Programme Manager, Devon County Council,
County Hall,
Topsham Road,
Exeter EX2 4QD
Tel: +44 (0)1392 205205 (switch)
+44 (0)1392 687141 (direct brooks and brewer) | Fax:
Email: michael.brooks@exeter-pct.nhs.uk |  wendy.brewer@exeter-pct.nhs.uk
Web links: http://www.swdhis.nhs.uk:8080/SAP
| http://www.devon.gov.uk/socserve/sap/
Target group: |  Type / Format: glossary
Availability / Price: |  ISBN/ISSN:
Notes: (Website password on application)
Other contact: Wendy Brewer, SAP Project Manager.
Devon County Council Social Services
Single Assessment Process: SAP framework, Devon Single Assessment Project Draft 1.0, Ref SAP/DEL/016 [author: Mike Brooks]
(24 November 2003)
Download document (5 pp)
The purpose of this document is to define the organisational, process, cultural and skill framework that local implementation teams must have in place prior to implementing the SAP.
Contact Details:
Mike Brooks - SAP Programme Manager, Devon County Council,
County Hall,
Topsham Road,
Exeter EX2 4QD
Tel: +44 (0)1392 205205 (switch)
+44 (0)1392 687141 (direct brooks and brewer) | Fax:
Email: michael.brooks@exeter-pct.nhs.uk |  wendy.brewer@exeter-pct.nhs.uk
Web links: http://www.swdhis.nhs.uk:8080/SAP
| http://www.devon.gov.uk/socserve/sap/
Target group: |  Type / Format: strategy
Availability / Price: |  ISBN/ISSN:
Notes: (Website password on application)
Other contact: Wendy Brewer, SAP Project Manager.
Devon County Council Social Services
Single Assessment Process: SAP policy, Devon Single Assessment Project Draft 1.0, Ref SAP/DEL/018 [author: Wendy Brewer]
(4 December 2003)
Download policy document (7 pp).
The purpose of this document is to outline the formal course of action to be taken when implementing the Devon, Plymouth and Torbay Single Assessment Process.
Contact Details:
Mike Brooks - SAP Programme Manager, Devon County Council,
County Hall,
Topsham Road,
Exeter EX2 4QD
Tel: +44 (0)1392 205205 (switch)
+44 (0)1392 687141 (direct brooks and brewer) | Fax:
Email: michael.brooks@exeter-pct.nhs.uk |  wendy.brewer@exeter-pct.nhs.uk
Web links: http://www.swdhis.nhs.uk:8080/SAP
| http://www.devon.gov.uk/socserve/sap/
Target group: |  Type / Format: strategy
Availability / Price: |  ISBN/ISSN:
Notes: (Website password on application)
Other contact: Wendy Brewer, SAP Project Manager.
East Sussex Social Services & East Sussex PCTs
Project Pilot Evaluation: Pilot of Single Assessment Process within Firwood Intermediate Care Centre [authors: Isobel Warren/ Caroline Blackett]
26/01/2005
This document outlines evaluation findings from a pilot Single Assessment Process project centred on the Firwood Intermediate Care Team, Eastbourne. The FACE (Functional Assessment of Care Environments)
documentation was introduced to support assessment of service users across Health and Social Care from April 2004. Evaluation of the project commenced in November 2004. The objectives of the evaluation were to evaluate the use of the FACE accredited
tool for ease of completion by staff member, ease of use by service user, and ability to complete forms in electronic format. Ease of information sharing, and potential for wider usage was also assessed.
View document
Contact Details:
Isobel Warren and Caroline Blackett, Joint SAP Project Managers East Sussex County Council,
County Hall,
St Anne's Crescent,
Lewes,
East Sussex,
BN7 1SG
Tel: 01273 403633 - IW
01273 403627 - CB | Fax:
Email: isobel.warren@esbh.nhs.uk |  caroline.blackett@esbh.nhs.uk
Web links: http://www.eastsussex.gov.uk/socialcare/
|
Target group: |  Type / Format: evaluation
Availability / Price: |  ISBN/ISSN:
Notes:
East Sussex Social Services & East Sussex PCTs
Staff evaluation questionnaire
Service user questionnaire [authors: Isobel Warren/ Caroline Blackett]
26/01/2005
East Sussex has developed questionnaires for evaluating SAP from the perspective of staff doing assessments using FACE and service users being assessed.
View user questionnaire
| View staff questionnaire.
Contact Details:
Isobel Warren and Caroline Blackett, Joint SAP Project Managers East Sussex County Council,
County Hall,
St Anne's Crescent,
Lewes,
East Sussex,
BN7 1SG
Tel: 01273 403633 - IW
01273 403627 - CB | Fax:
Email: isobel.warren@esbh.nhs.uk |  caroline.blackett@esbh.nhs.uk
Web links: http://www.eastsussex.gov.uk/socialcare/
|
Target group: |  Type / Format: evaluation
Availability / Price: |  ISBN/ISSN:
Notes:
ERoSH - the Essential Role of Sheltered Housing
Sheltered housing's contribution to health and social care
(2008)
This DVD emphasises the benefits of partnership working. It demonstrates a range of health and social care-related activities that do or should take place in sheltered housing including: exercise; falls
prevention; keeping active; helping access to other services; healthy eating; screening; and social activities. ERoSH produces checklists for health and social care professionals, and the good practice examples in the DVD pick out just a few themes.
The DVD is in two parts, one aimed primarily at health care professionals, and the other primarily at social care professionals. The aim is that it should be shown at team meetings and training courses..
It is also viewable on the ERoSH website.
Contact Details:
PO Box 2616
Chippenham
Wiltshire
SN15 1WZ
Tel: +44 (0)1249 654249 | Fax: +44 (0)1249 654249
Email: info@shelteredhousing.org | 
Web links: http://www.shelteredhousing.org
| http://icn.csip.org.uk/housing/
Target group: health care / social care professionals |  Type / Format: dvd
Availability / Price: |  ISBN/ISSN:
Notes: ERoSH was formerly known as the Emerging Role of Sheltered Housing project.
The DVD was produced by 4 Reel Films for ERoSH.
Other contact credited on DVD cover: CSIP Housing Learning and Improvement Network For further good practice examples, contact the Housing LIN website (Web Link 2).
Essex Strategic Health Authority
Essex Single Assessment Process ('SAP'): a multi agency competency framework to aid single assessment and performance management competency statements and descriptions
The statements and descriptors in this document describe the six core competencies that specialist workers must possess in order to provide safe and effective care for older people:
1. Demonstrate and promote understanding of his or her role and the contribution of colleagues and others in the delivery of person centred care to older people.
2. Assess individual needs and circumstances.
3. Develop and sustain arrangements for best practice in joint working between workers and agencies.
4. Collaboration, information sharing and information management.
5. Continuous professional and technical development.
6. Analysis and judgement..
The document also includes three checklists: a profile of the competent worker in the Single Assessment Process; value based requirements for all agencies in SAP; and underpinning knowledge of a competent clinician/ worker in the single assessment
process.
View framework
Contact Details:
Jean Kingsley, Essex Project Director, Single Assessment Process, Swift House,
Hedgerows Business Park,
Colchester Road,
Chelmsford,
Essex
CM2 5PF.
Tel: +44 (0)1268 705152
+44 (0)1268 705101 (Pat Day - PA) | Fax:
Email: jean.kingsley@basildonpct.nhs.uk | 
Web links:
|
Target group: PCT/SSD staff |  Type / Format: checklist
Availability / Price: |  ISBN/ISSN:
Notes: On title page: Essex County Council and Thurrock Council
Essex Strategic Health Authority
Single Assessment Process: Essex-wide protocol: principles underpinning practice final version
(August 2004)
This 24-page Protocol is the joint work of all the health and social care organisations in Essex ((including Thurrock Unitary Council and Southend Borough Council) which are responsible for delivering services
to older people. The document contains the underpinning principles for the practice of SAP in all localities across Essex, to conform with the Department of Health (DH) guidance on SAP. Definitions of terms for the four levels of assessment in Essex
- contact assessment, overview assessment, comprehensive assessment, and specialist assessment - are given. Four key roles in the process are identified: key worker; specialist assessor; care co-ordinator; and provider. The content of the process is
outlined. Appendices comprise: Essex Single Assessment Process - schematic diagram; and the 6 competencies required of key workers and specialist assessors (as given in 'Essex Single Assessment Process ('SAP'): a multi agency competency framework to
aid single assessment and performance management: competency statements and descriptions') .
View protocol
Contact Details:
Jean Kingsley, Essex Project Director, Single Assessment Process Swift House,
Hedgerows Business Park,
Colchester Road,
Chelmsford,
Essex
CM2 5PF.
Tel: +44 (0)1268 705152
+44 (0)1268 705101 (Pat Day - PA)
07786 125600 | Fax:
Email: jean.kingsley@basildonpct.nhs.uk | 
Web links:
|
Target group: PCT/SSD staff |  Type / Format: protocol
Availability / Price: |  ISBN/ISSN:
Notes: On title page: Essex County Council, Thurrock Council.
European Health Management Association (EHMA) online publications
Integrating services for older people: a resource book for managers [edited by Henk Nies and Philip C Berman]
[2004]
This resource provides guidelines for those involved in the development of integrated care services, written by expert authors from a wide range of backgrounds, and with real-life examples from countries
around Europe. Focusing on the management of integrated care at the client level, the organisation level and the system level, this book is for managers and professionals in the health and social care field. Access the resource book online via the
web link below.
Contact Details:
Tel: | Fax:
Email: | 
Web links: http://www.ehma.org/carmen/index.html
|
Target group: |  Type / Format: online book
Availability / Price: Online via web link. |  ISBN/ISSN:
Notes: The resource book was produced by the CARMEN network (Care and Management of Services for Older People Network), supported by the European Commission‘s ’Quality of Life and Management of Human Resources‘ Programme. CARMEN has been
managed by the European Health Management Association (EHMA).
Glasgow School of Social Work, Universities of Glasgow & Strathclyde
Single shared assessment : the limits to 'quick fix' [Andrew Eccles]
(February 2008)
Article in: Journal of Integrated Care, vol 16, no 1; pp 22-30
Joint working between health and social services has been a key focus of policy in recent years, albeit - underneath the protocols and partnership agreements - integrated processes have developed unevenly. A single shared assessment tool has been
one of the concrete expressions of policy on the ground. This paper explores the implementation of the shared assessment process in Scotland. It discusses the broader policy agenda, before exploring the introduction of the shared assessment tool
in a large urban authority. Based primarily on interviews with front-line staff in health and social work and manages charged with delivering shared assessment, the paper suggests a lack of engagement on issues such as working cultures and equity
of workloads, while some of the main reasons behind the implementation of shared assessment, such as overcoming duplication, have not generally materialised for staff. Overall, single shared assessment has been driven by process rather than by
engagement with wider ideas about joint working, which has led to uneven and at times, unwilling implementation.
Contact Details:
Tel: | Fax:
Email: andrew.eccles@strath.ac.uk | 
Web links: http://www.pavpub.com
|
Target group: |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 14769018
Notes:
Greenwich Council, Greenwich NHS Teaching PCT; Greenwich Queen Elizabeth Hospital NHS Trust
Personal Held Records: Single Assessment Process [authors: Greenwich NHS and Greenwich Council]
[November 2006]
Sample of a personal held record that provides information about a person's assessment and care. The record is to be held by the individual in their home for their personal information. It is designed to
promote communication between the individual and the different professionals from health and social care that visit. It is not intended to be a repository of 'professional' notes but a summary that can be referred to by the individual and their
carers, relatives, etc. with permission of the individual. Professionals in turn can see what services are being provided. Teams such as District Nurses may leave their records in the folder but take them away when treatment is complete.
The folder contains an explanation of the purpose of a personal held record; a contact assessment; FACE overview assessment; care plan; weekly service timetable; specialist assessment; general communication sheet; other: facility to include
additional material as required.
Contact Details:
Maggie Rastall, Adult and Older People's Services,
London Borough of Greenwich,
Town Hall,
Wellington Street,
Woolwich,
London SE18 6PW
Tel: 020 8921 3124 | Fax:
Email: maggie.rastall@greenwich.gov.uk | 
Web links: http:www.greenwich.gov.uk
|
Target group: |  Type / Format: personal held record
Availability / Price: |  ISBN/ISSN:
Notes:
Hampshire County Council
Hampshire County Council SAP training guide
Document outlines objectives and describes core elements of SAP, drivers for change, and the twelve steps to implementation.The seven stages of care management in Hampshire are linked with the prescribed
single assessment process, and a pathway map shows the SAP process.
View training guide
Contact Details:
Lynn Waight, Strategic Service Manager for Older People, County Older Person's Team,
Social Services Department,
Hampshire County Council.
Trafalgar House,
Winchester,
Hampshire SO23 8UQ
Tel: +44 (0)1962 847265 | Fax:
Email: lynn.waight@hants.gov.uk | 
Web links: http://www.hants.gov.uk/socservs
|
Target group: |  Type / Format: pack; guide
Availability / Price: |  ISBN/ISSN:
Notes:
Harrow
Contact Assessments and GPs [authors: Sylv Sheehan and Ann Knight]
Powerpoint presentation describes a pilot on contact assessments developed for Harrow GPs and Virtual Care Teams. The aim was to secure GP involvement (in one practice) and create an integrated team for the
practice. The authors designed a 'mail merge' Word document which picks up information from the GP database (EMIS) and deposits it into a contact assessment. This is a useful interim, interim solution which allows data to be pulled directly from the
EMIS system. It is proving successful in the practice it is being piloted in and now being rolled out to other practices in Brent.
View presentation
Contact Details:
Sylv Sheehan, SAP Facilitator, Harrow Sylv Sheehan Services Ltd,
82 Central Avenue,
Pinner,
Middlesex HA5 5BP
Tel: 0208 966 9949
07769 565208 (mobile) | Fax:
Email: sylv@sheehan2.freeserve.co.uk | 
Web links:
|
Target group: |  Type / Format: powerpoint
Availability / Price: View powerpoint presentation |  ISBN/ISSN:
Notes:
Harrow
Review of Care File; questionnaires for service users and staff [author: Sylv Sheehan ]
Sample questionnaires for (a) service users and (b) staff to evaluate the use of care files.
View user questionnaire
| View staff questionnaire
Contact Details:
Sylv Sheehan, SAP Facilitator, Harrow Sylv Sheehan Services Ltd,
82 Central Avenue,
Pinner,
Middlesex HA5 5BP
Tel: 0208 966 9949
07769 565208 (mobile) | Fax:
Email: sylv@sheehan2.freeserve.co.uk | 
Web links:
|
Target group: |  Type / Format: evaluation
Availability / Price: |  ISBN/ISSN:
Notes:
Health and Social Care Change Agent Team, Department of Health
Changing times: improving services for older people report on the work of the Health and Social Care Change Agent Team, 2003/04
(September 2004)
The purpose of this second annual report of the Health and Social Care Change Agent Team (CAT) is to present best practice guidance and examples of good practice. The Team's broad remit is to support
implementation of wider aspects of the National Service Framework for Older People (NSF). The report covers: assessing needs: the care process and pathway; improving capacity and matching needs to services; better commissioning and securing capacity
through collaborative working; and partnerships and delivering change through a whole systems approach. Examples of good practice illustrate work on: the single assessment process (SAP); discharge planning; reimbursement (for delayed discharges);
intermediate care; mental health services for older people; and housing and assistive technology.
The Change Agent Team's first annual report, "Changing places" and covering 2002/2003 focused on some areas of the NSF, but not SAP.
View document.
Contact Details:
Judy McCallum, Finance and Office Manager, Department of Health,
Health and Social Care Change Agent Team, Wellington House,
Room LG33,
135-155 Waterloo Road,
London,
SE1 8UG.
Tel: 020 7972 1330 | Fax: 020 7972 4349
Email: Judy.McCallum@dh.gsi.gov.uk | 
Web links: http://www.changeagentteam.org.uk
| http://www.changeagentteam.org.uk/_library/changing_times.pdf
Target group: All staff |  Type / Format: policy
Availability / Price: FOC (quote 40078 and the tiitle) from DH Publications Orderline, PO Box 777, London SE1 6XH. Tel 08701 555 455. e-mail: dh@prolog.uk.com Also available on request in Braille, on audio-cassette tape, on disk and in
large print. |  ISBN/ISSN:
Notes:
Health and Social Care Group, Institute of Health Sciences and Public Health Research (formerly Nuffield Instittue of Health), University of Leeds
Single Assessment Process and the involvement of the voluntary sector a project commissioned by Leeds Older People's Forum on behalf of the City-wide SAP Implementation Group [authors Jean Townsend,
Jeanette Moore]
(March 2005)
PowerPoint presentation (27 slides) on the authors' small scale research into voluntary sector involvement in SAP in Leeds. They found that most areas are struggling with how they can involve the voluntary
sector in SAP; and although they found a few other examples of voluntary organisations' involvement (in North Tyneside, Northamptonshire and Hertfordshire), they are not aware of any guidance from national voluntary organisations. The presentation
covers voluntary sector and statutory agencies' perceptions; strengths and attributes that voluntary sector organisations could bring to the SAP process; and concerns and issues regarding voluntary sector involvement.
Leeds Older People's Forum and Sally Mayfield (the SAP Project Manager), who commissioned the research, are now working actively to pick up on the recommendations.
View presentation
Contact Details:
Jean Townsend Health and Social Care Group,
Institute of Health Sciences and Public Health Research,
University of Leeds,
71-71 Clarendon Road,
Leeds
LS2 9PL.
Tel: 0113 343 6993 | Fax: 0113 343 6880
Email: j.townsend@leeds.ac.uk |  j.moore@leeds.ac.uk
Web links: http://www.nuffield.leeds.ac.uk
|
Target group: All |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes:
Healthcare Commission, Audit Commission; Commission for Social Care Inspection (CSCI)
Living well in later life a review of progress against the National Service Framework for Older People [authors: Healthcare Commission, Audit Commission, Commission for Social Care Inspection
(CSCI)]
(March 2006)
This is the first collaborative in-depth review of the National Service Framework for Older People (NSF). The Healthcare Commission, the Audit Commission and the Commission for Social Care Inspection (CSCI)
have worked in partnership to assess NHS and local authorities progress in meeting the standards set out in the NSF. The chapter, Designing and delivering services around older people (pp 36-51) comments on SAP (pp 38-40) . None of the 10 local
authority areas (+40 NHS trusts) that were inspected had introduced one model of single assessment across all partner organisations in the area. There was little evidence of an approach to assessment that "genuinely placed the older person at the
centre, and that focused on the issues that the older person saw as most important". Factors which were affecting implementation of SAP included: project management that did not pay enough attention to delivering the requirements of the NSF; lack
of a shared electronic system for keeping records; limited testing of single assessments; and incomplete interagency evaluation of SAP. While multidisciplinary training of staff had started in most areas, there are both difficulties in getting staff
to attend, and in agreeing about what information could be shared. There were, however, indications that SAP was bringing other benefits, in particular: more consistent and regular reviews of care and support; greater co-ordination of systems to
safeguard older people; and better systems to review prescribed medication.
p 51 Developing the electronic single assessment process throughout Surrey - provides background on the FAME project which began in Woking.
A summary report is also available (weblink 2).
Contact Details:
Healthcare Commission,
Finsbury Tower,
103-105 Bunhill Row,
London
EC1Y 8TG.
Tel: 020 7448 9200 | Fax: 020 7448 9222
Email: feedback@healthcarecommission.org.uk | 
Web links: http://www.healthcarecommission.org.uk/assetRoot/04/02/46/42/04024642.pdf
| http://www.healthcarecommission.org.uk/assetRoot/04/02/46/43/04024643.pdf
Target group: |  Type / Format: book
Availability / Price: Available in other formats and languages on request: 0845 601 3012. |  ISBN/ISSN: 184562881X
Notes:
Hertfordshire County Council
Single Assessment Process in Hertfordshire: investing in change management [authors:Stephen Casson, Dorothy Skidmore]
(April 2005)
Article in the Journal of Integrated Care, vol 13, no 2, April 2005 pp 28-33.
This paper describes how Hertfordshire met the challenge of providing a training programme to improve services for older people, with the introduction of single assessment, in the complex setting of a shire county with a number PCTs, acute trusts, a
county partnership trust and a county council social care service.
Having set the context for single assessment, it describes the Hertfordshire approach. It focuses on some of the key drivers for successful implementation of such a radical programme of change: the siting of sessions by geographical location, the
crucial role of managers and team leaders, setting the context of the sessions in the reality of staff experience, the importance of a shared language, common paperwork and clear protocols, and the role of the local implementation teams in
supporting the process both through its implementation phase and into the future.
Finally, it recognises that this training programme was only one aspect of equipping staff to be confident and competent in their assessments of older people and that service improvements will be achieved gradually, requiring commitment from
managers and support from the local implementation teams.
Contact Details:
Dorothy Skidmore, Development Manager Tel: | Fax:
Email: Dorothy.Skidmore@hertscc.gov.uk |  Stephen@scasson.fsbusiness.co.uk
Web links: http://www.hertsdirect.org/
|
Target group: |  Type / Format: article
Availability / Price: |  ISBN/ISSN: 14769018
Notes:
Hertfordshire County Council
Single Assessment Process in Hertfordshire: investing in change management
( 2004)
As featured in an article in the Journal of Integrated Care, vol 13, no 2, April 2005 pp 28-33.
Attached to this SAP entry are some of the main powerpoint presentations and briefing documents used by Hertfordshire in providing a training programme to improve services for older people, with the introduction of single assessment, in the complex
setting of a shire county with a number PCTs, acute trusts, a county partnership trust and a county council social care service.
Stephen Casson was an external Consultant employed to work alongside Dorothy Skidmore and help deliver some of the training.
1. Briefing sessions for voluntary organisations features 24 slide powerpoint presentation.
2. Briefing sessions for residential and nursing homes features 27 slide powerpoint presentation.
3. Hertfordshire SAP training document (6 pp) features "Background information" and "Stages of assessment".
4. Briefing sessions about SAP with managers from residential and nursing homes (October 2004) (2pp document).
5. Briefing sessions on SAP with voluntary organisations (October 2004)(2pp document).
Contact Details:
Dorothy Skidmore, Development Manager, Integrated Services, Policy & Performance Unit, Adult Care Services,
Mount Pleasant,
Mount Pleasant Lane,
Hatfield
Herts
AL9 5PU
Tel: +44 (0)1707 280652
mob: 07887 833749 | Fax:
Email: Dorothy.Skidmore@hertscc.gov.uk |  Stephen@scasson.fsbusiness.co.uk
Web links: http://www.hertsdirect.org
|
Target group: |  Type / Format: powerpoint; briefing
Availability / Price: |  ISBN/ISSN:
Notes:
HOPe Older People's Reference Group
Single Assessment - The User's Perspective Mary Parkinson
Paper presented to conference on Single Assessment, May 2003. Writing from the perspective of an older person on the receiving end of care, topics covered are the needs and responsibilities of the user; impact
of assessment at a time of crisis; partnership in on-going assessment; and the role of single assessment at the end of life. The author is a member of the HOPe Older People's Reference Group that works to monitor how the National Service Framework
is working on the ground and feeding back suggestions for change and improvement, supporting the Department of Health.
View document
Contact Details:
Older People's Reference Group,
c/o Help the Aged,
Policy Research and International Department,
207-221 Pentonville Road,
London
N1 9UZ
Tel: 020 7239 1881 | Fax:
Email: | 
Web links: http://www.helptheaged.org.uk
|
Target group: |  Type / Format: document
Availability / Price: |  ISBN/ISSN:
Notes:
Hounslow
My Shared Care Plan: An Integrated Health and Social Care Plan [Version 1] [Hounslow SAP Team]
June 2004
Under the Single Assessment Process, there is a need to share an integrated Health and Social Care Plan of the assessment, subject to consent, with the person who has been assessed, their carer(s) and all of
those involved from health and social care.
The format of Hounslow’s 'My Shared Care Plan' has been designed to link in with person centred care and the single assessment process. It will be used after the FACE overview or comprehensive assessment has taken place. Numerous SAP care plans
have been examined and have contributed to this document, not least those from Knowsley, Croydon and the NWL Sector in London. Managers, Practitioners and Clinicians in Hounslow have also had the opportunity to input into this document.
It is person centred with the 'My' indicating the information is owned by the person who has been assessed. However, with consent, it should be made available to all who have contributed to the assessment and those providing services.
'My Shared Care Plan' is made up of 5 separate documents:
1 Health and Social Care Plan - contains the conclusions/outcomes from the Overview or Comprehensive assessment.
2 Timetable of Care + the people and organisations who provide these services
3 Contact List - including emergency nos for the person assessed and their carer(s)
4 Service Plan (Criteria and Charges for non-NHS Services)
5 Medication Management
Document here shows completed example of a fictional case.
View care plan
Contact Details:
Keith Strahan, Hounslow SAP Manager Tel: 07973 700695 (mobile)
020 8583 3655 (office) | Fax:
Email: kspcsw@aol.com |  Keith.Strahan@cfh.nhs.uk
Web links:
|
Target group: |  Type / Format: care plan
Availability / Price: |  ISBN/ISSN:
Notes:
Hounslow Joint Staff Development Forum
Glossary of Health and Social Care [Hounslow Joint Staff Development Forum]
(2003)
31 pages. This glossary or A-Z of services has been produced to explain some of the terms used by health and social care agencies.
View glossary
Contact Details:
Keith Strahan Tel: 07973 700695 (mobile)
020 8583 3655 (office) | Fax:
Email: kspcsw@aol.com |  Keith.Strahan@cfh.nhs.uk
Web links:
|
Target group: LA/HA |  Type / Format: glossary
Availability / Price: |  ISBN/ISSN:
Notes:
Islington Social Services & PCT
Carer Assessment and Support Plan
The Islington carer assessment and support plan doc template is in Word and designed to link in with Overview domains.
In an effort to save some localities additional design and development work, Islington has released the carers assessment tool as Freeware. The assessment tool has been in circulation and in live use for the last two years at least in Islington.
Practitioners are invited to use all or part of the document as they wish. It can be configured to add local icons etc.
View Carer Assessment and Support Plan
Contact Details:
Howard Smith E-Business Development Manager
Islington Social Services & Primary Care Trust
338-346 Goswell Road
London EC1V 7LQ
Tel: 020 7527 8161 | Fax:
Email: howard.smith@islington.gov.uk | 
Web links:
|
Target group: |  Type / Format: assessment tool
Availability / Price: Free to download and share |  ISBN/ISSN:
Notes:
Islington Social Services & PCT
Community Care Review/Re-Assessment for People Living in Residential/Nursing Home Care
The Islington community care review/re-assessment tool for people living in residential/nursing home care doc template is in Word and designed to link in with Overview domains.
In an effort to save some localities additional design and development work, Islington has released the assessment tool as Freeware. The assessment tool has been in circulation and in live use for the last two years at least in Islington.
Practitioners are invited to use all or part of this as they wish. It can be configured to add local icons etc.
View Community Care Review/Re-Assessment for people living in residential/nursing home care
Contact Details:
Howard Smith E-Business Development Manager
Islington Social Services & Primary Care Trust
338-346 Goswell Road
London EC1V 7LQ
Tel: 020 7527 8161 | Fax:
Email: howard.smith@islington.gov.uk | 
Web links:
|
Target group: |  Type / Format: assessment tool
Availability / Price: Free to download and share |  ISBN/ISSN:
Notes:
Islington Social Services & PCT
Islington Community Care Review/Reassessment
The Islington community care review doc template which is in Word and designed to link in with Overview domains is an example of a review assessment tool that is suitable for use by practitioners across the
whole adult service for the review assessment process.
In an effort to save some localities additional design and development work, Islington has released the assessment tool as Freeware. The assessment tool has been in circulation and in live use for the last two years at least in Islington.
Practitioners are invited to use all or part of this as they wish. It can be configured to add local icons etc.
View tool
Contact Details:
Howard Smith E-Business Development Manager
Islington Social Services & Primary Care Trust
338-346 Goswell Road
London EC1V 7LQ
Tel: 020 7527 8161 | Fax:
Email: howard.smith@islington.gov.uk | 
Web links:
|
Target group: |  Type / Format: assessment tool
Availability / Price: Free to download and share |  ISBN/ISSN:
Notes:
Jessica Kingsley Publishers
Integrating Care for Older People new care for old - a systems approach [authors: Christopher Foote, Christine Stanners]
(2002)
The authors of this book (384 pp) share their practical experience of implementing a multi-agency approach to the support of older people. They show how systems thinking can help with the complexity of
developing a model of care that co-ordinates medical, social and community services. Insight is offered into the effective use of on-going assessment, evaluation, costing and information technology, with examples. The resource aims to meet the
growing need for material on multi-agency practice and is a tool for all those working across organisational and professional boundaries to deliver an integrated care system for older people. The book is based on a case study of the South
Buckinghamshire EPICS (Elderly Persons Integrated Care System) project, where the authors worked as part of the EPICS team.
Chapter 4, 'Assessment: getting to know the older person', emphasises the importance and value of involving the older person in all stages of the assessment process. It also stresses the tension for practitioners between conforming to a standardised
system and their wish to use their independent professional judgement - which is the most appropriate way to gain their commitment to a sustainable assessment process. The chapter discusses the selection and use of assessment tools as a way of
facilitating the implementation of an assessment process.
Contact Details:
Jessica Kingsley Publishers.
116 Pentonville Road,
London
N1 9JB.
Tel: +44 (0) 20 7833 2307 | Fax: +44 (0) 20 7837 2917
Email: post@jkp.com | 
Web links: http://www.jkp.com
|
Target group: |  Type / Format: book
Availability / Price: £16.95 |  ISBN/ISSN: 184310010X
Notes: This book is one of more than 80 items (most date from 1987 to 1998) in the EPICS Collection held in the Library at the Centre for Policy on Ageing. As a concept, EPICS (the Elderly Persons Integrated Care System) could be described
as a precursor to SAP.
King's College London
Self assessment of health and social care needs by older people: a multi-method systematic review of practices, accuracy, effectiveness and experience report for the National Co-ordinating Centre for
NHS Delivery and Organisation R&D (NCCSDO) [authors: Peter Griffiths, Roz Ullman, Ruth Harris]
(April 2005, revised August 2005)
Key themes of person centred care are proper assessment of potentially complex needs, integration of assessment, sharing of information between services and with clients, and active involvement of older people
in both health promotion and assessments. This systematic review (274 pp) considers the evidence base for self-assessment as a mechanism for promoting active user involvement in care and comprehensive assessment for older people. Although
occasionally used to refer to self-report, the review defines self-assessment as 'comprising at least self-report, self-completion or direction of the process", with self as "the potential beneficiary of the assessment" The review aims to answer
questions around the scope and accuracy of self-assessment, and its effectiveness in terms of service and person related outcomes including accessing services appropriate to need, uptake/engagement and satisfaction. The following approaches were
used:
- a survey of the scope of the approaches towards self-assessment based on a comprehensive review of the literature and a survey of practice;
- a systematic review of studies of accuracy comparing the results of self-assessments with appropriate gold standard assessments;
- a systematic review of controlled trials of effectiveness or self-assessment;;
- a review of qualitative evidence of self-assessment for the perspective of both the older person and professionals.
A research summary, "Self assessment of health and social care needs by older people" (weblink 2), is also available.
Contact Details:
Dr Peter Griffiths, The Florence Nightingale School
of Nursing and Midwifery,
King's College London,
James Clerk Maxwell Building,
57 Waterloo Road,
London SE1 8WA
Telephone 020 7848 4698
Tel: +44 (0)20 7848 4698 | Fax:
Email: peter.griffiths@kcl.ac.uk | 
Web links: http://www.sdo.lshtm.ac.uk/files/project/30-final-report.pdf
| http://www.sdo.lshtm.ac.uk/files/adhoc/30-research-summary.pdf
Target group: |  Type / Format: assessment tool
Availability / Price: |  ISBN/ISSN:
Notes: Other members of the project team: Sally Brearley, Helen Bowers, Mike Nolan, Ian Norman and Gill Ritchie.
King's Fund
Policy framework for integrated care for older people developed by the Carmen network [author: Penny Banks]
[August 2004]
Forty organisations in eleven European countries that make up the Carmen network exchanged experiences on coordinating and integrating services to meet the holistic and often complex needs of older people. Key
themes emerged that have resonance for national policy in every country. They are described in this policy framework, which offers a checklist for national and regional policy makers concerned with improving the integration of sevices to older
people. The framework can also be used by older people, carers and their organisations, service providers and commissioners and all who have a stake in changing current service systems. The approaches promoted in the framework reinforce policies on
active ageing, emphasising control by individual older people and the concept of interdependence, in which older people give as well as receive.
View document.
Contact Details:
Penny Banks, Fellow in Health Policy, King's Fund,
11 - 13 Cavendish Square ,
London W1G 0AN
Tel: 020 7307 2400 | Fax: 020 7307 2801
Email: | 
Web links: http://www.kingsfund.org.uk/pdf/integratedcareforolderpeople.pdf
| http://www.kingsfund.org.uk
Target group: |  Type / Format: briefing; policy
Availability / Price: View pdf |  ISBN/ISSN:
Notes: CARMEN stands for the Care and Management of Services for Older People in Europe Network.
Lancashire Health and Social Care Communities
Single Assessment Process - Health and Social Care Agreement Working together to deliver better services to older people
( 2002)
As part of demonstrating a joint approach to working with older people, health agencies (PCTs and Health Authorities) and Social Services, on behalf of Lancashire County Council are asked to sign up to this
agreement (15 pages).
View protocol
Contact Details:
Alex Sunderland, SAP Project Manager and Policy Officer for Older People, PO Box 162,
East Cliff County Offices,
Preston,
Lancs,
PR1 3EA
Tel: 01772 534449 (direct)
01772 254868 (switch) | Fax:
Email: alexander.sunderland@ssd.lancscc.gov.uk | 
Web links:
|
Target group: LA/HA |  Type / Format: protocol
Availability / Price: PDF upon request |  ISBN/ISSN: -
Notes:
Leicester, Leicestershire and Rutland: Health and Social Care Community
The Single Assessment Modular Workshop Training Package Leicester, Leicestershire and Rutland [Sam Kirkland]
A modular workshop training package (88pp) [amended and redesigned] with case studies, activities and diagrams desiged to run over 21/2 to 3 days with groups of mixed professions and agencies to help people
understand the principles and benefits of SAP.
Module 1: What is the single assessment process; who, where and when?
Module 2: Information sharing and the law; confidentiality, data protection, Caldicott and seamless care.
Module 3: Joint working - making it work; understanding roles and responsibilities.
Appendices: 1. Shared values and outcomes. 2. General SAP guidance for staff. 2. SAP glossary of terms. 3. SAP glossary: acronyms and abbreviations.
The modular package will soon be available on CD.
The package contains elements from the Sheffield - First for Health SAP Flexible Training Package and the Avon, Gloucestershire and Wiltshire SAP Training Resource, adapted for local use with permission.
View training package
Contact Details:
Jacky Martin, Single Assessment Project Manager, Charnwood and North West Leicestershire PCT,
Woodgate,
Loughborough,
Leicestershire
LE11 2TZ
Tel: 01509 567768 | Fax: 01509 567792
Email: Jacky.Martin@cnwlpct.nhs.uk | 
Web links:
|
Target group: |  Type / Format: pack; glossary
Availability / Price: |  ISBN/ISSN:
Notes: Single Assessment Process (SAP) flexible learning package - published by Sheffield First for Health (2003) .See separate entry for full details.
Single Assessment Training Resource, Avon, Glos and Wiltshire, contact sheila.turner@sglos-pct.nhs.uk See separate entry for full details.
LGA/IDeA
Getting on well together - councils working with older people [Deborah Klee]
(2009)
The Local Government Association and IDeA have published a new report entitled 'Getting on well together - councils working with older people'. The report highlights key messages about how local government can
work with older people and public agencies, and focus on prevention, to support older people to lead independent, active and healthy lives. It also illustrates how local and central government can design services to support older people and plan for
an ageing population. (36 pp)
Contact Details:
Local Government Association
Local Government House
Smith Square
London SW1P 3HZ
Tel: 020 7664 3131 | Fax:
Email: | 
Web links: http://www.lga.gov.uk/lga/publications/publication-display.do?id=1871681
|
Target group: |  Type / Format: report
Availability / Price: download from LGA website. |  ISBN/ISSN: 978 0 7488 9293 8
Notes: (Report reference code : L09-155)
London Borough of Greenwich
Single Assessment Process for older people in Greenwich: Newsletter January 2004 [author: Maggie Rastall]
2 pp newsletter, briefing and updating staff across Greenwich - in Social Services, the PCT,Queen Elizabeth Hospital, Oxleas NHS Trust (mental health), and housing - on SAP, progress in deciding on the
assessment tool (FACE being evaluated), and interim arrangements on written versus IT systems.
View newsletter
Contact Details:
Maggie Rastall, SAP Lead, Adult Services,
London Borough of Greenwich,
Town Hall,
Wellington Street,
Woolwich,
London
SE18 6PW.
Tel: +44 (0)20 8921 2363 (Pauline Memory, MR office)
07931 595671 (MR mobile) | Fax:
Email: maggie.rastall@greenwich.gov.uk | 
Web links:
|
Target group: All staff |  Type / Format: publicity materials
Availability / Price: |  ISBN/ISSN:
Notes:
London Fire Brigade
London Fire Brigade and SAP Referral Form for Home Fire Safety Check [London Fire Brigade]
The London Fire Brigade has a programme of free home fire risk assessment (HFRAs) for older Londoners, and other vulnerable groups, and is working to include a fire safety check referral alongside SAP. It
wants to work with those agencies that already have access to older people (e.g. GPs, community nurses, carers, social workers and voluntary workers) to encourage referrals.
View Referral Form
View Home Fire Safety Check Risk Factors
View Making a Referral and What Happens Next
Contact Details:
Angela Coules , Senior Fire Community Safety Officer Central Service Delivery
London Fire Brigade
Room 518 Hampton House
Hampton House
20 Albert Embankment
London
SE1 7SD
Tel: 07917 072486 - mob
0207 587 6126/6355 - office | Fax:
Email: angela.coules@london-fire.gov.uk | 
Web links: http://www.london-fire.gov.uk
|
Target group: |  Type / Format:
Availability / Price: |  ISBN/ISSN:
Notes:
London Fire Brigade
London Fire Brigade and SAP Working Together [London Fire Brigade]
The London Fire Brigade has a programme of free home fire risk assessment (HFRAs) for older Londoners, and other vulnerable groups, and is working to include a fire safety check referral alongside SAP. It
wants to work with those agencies that already have access to older people (e.g. GPs, community nurses, carers, social workers and voluntary workers) to raise their awareness of the dangers that fire poses to their clients and encourage fire
safety check referrals.
View powerpoint presentation
Contact Details:
Angela Coules , Senior Fire Community Safety Officer Central Service Delivery
London Fire Brigade
Room 518 Hampton House
Hampton House
20 Albert Embankment
London
SE1 7SD
Tel: 07917 072486 - mob
0207 587 6126/6355 - office | Fax:
Email: angela.coules@london-fire.gov.uk | 
Web links: http://www.london-fire.gov.uk
|
Target group: |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes:
London Older People's Service Development Programme, Social Services Inspectorate, Department of Health
London Older People's Service Development Programme handbook Version 9
(January 2003)
The London Older People's Service Development Programme was a unique 2-year initiative, bringing together care communities from across London to work in partnership to improve primary health and social care
services for older people. This handbook is a a download document; previously available in loose-leaf format. It sets out the Programme's structure and framework. It combines and signposts evidence-based guidance with practical examples drawn from
the field. Examples of good practice, references and points for particular attention are denoted.
Contact Details:
Val Jones, SW London Health Authority,
Hartfleld House,
41-47 Hartfield Road,
London
SW19 3RG,
Tel: +44 (0)20 8545 6091 | Fax:
Email: val.jones@swlha.nhs.uk | 
Web links: http://www.london.nhs.uk/modernising/olderpeople_developmentprogramme.htm
|
Target group: |  Type / Format: strategy; guidance
Availability / Price: Website, as above. |  ISBN/ISSN:
Notes:
Making Vision Reality Ltd
Single Assessment Workbook: tools and techniques for delivering person centred care [author: Making Vision Reality Ltd]
May 2006
The workbook contains sections on: what is single assessment?; tools of SAP - assessment forms; assessment skills; process and protocols; multi-professional working; technology and the future; useful links;
answers to workbook questions; case studies; quiz.
The workbook can support health and social care organisations training staff at the induction stage.
Contact Details:
Craig Williams Making Vision Reality Ltd,
Rock-A-Nore,
High Street, Fairwarp,
Uckfield,
East Sussex
TN22 3BP
Tel: 44-(0)1825 712373 | Fax: 44-(0)1825 712417
Email: contact@makingvisionreality.co.uk | 
Web links: http://www.makingvisionreality.co.uk/SAP_Work.html
|
Target group: |  Type / Format: workbook
Availability / Price: £100.00 + VAT from Making Vision Reality Ltd |  ISBN/ISSN:
Notes:
NE London SHA
North East London education and training strategy to support the implementation of the Single Assessment Process for older people [author: Eleanor Langridge]
(January 2004)
Sector wide training strategy for the SAP. The local working groups are using this to create Borough based implementation plans. 37 pages.
View strategy
Contact Details:
Jane Winter, Asst. Director, Social Care, Directorate of Regeneration,
NE London SHA,
Aneurin Bevan House,
81 Commercial Road,
London
E1 1RD
Tel: +44 (0)20 7655 6600 ext 4325 | Fax: +44 (0)20 7655 6675
Email: jane.winter@nelwdc.nhs.uk | 
Web links:
|
Target group: |  Type / Format: strategy
Availability / Price: |  ISBN/ISSN:
Notes: NE London SHA covers: Barking & Dagenham, Corporation of London, Hackney, Havering, Tower Hamlets, Newham, Redbridge, Waltham Forest.
Strategy written by consultancy, Evolution - Professional Learning and Development. Tel: 01903 201012. eleanor@evolutionspld.co.uk
North East London Strategic Health Authority
Single Assessment Process Training Materials: NELSHA [author: Eleanor Langridge]
[May 2004]
The training materials developed within the North East London sector are being added to all the time as trainers gain experience in using them. Powerpoint presentations, which accompany the training, are
listed in separate entries. Documents currently in use include:
Training matrix for SAP which describes sessions; learning outcomes; learning resources; length of session.
Background information for trainers listing relevant legislation and policy documents.
Selected training videos.
SAP - a brief guide, covering why it is happening? how is it different? what does it consist of? key features.
A series of handouts: bibliography of relevant reading sources; sharing values and beliefs; assessment.
A series of exercises around: what is assessment? assessment processes; what makes a good assessment? getting to know you; creating case studies.
SAP assessment skills exercise observation sheet.
SAP assessment skills development plan.
SAP Care Coordinator role background reading: organisational culture; cross cultural models; health & social care joint unit; social versus medical model of disability.
SAP Care Coordinator role development plans.
Also included in the pack is the Essex SAP Multi agency Competency Framework to aid single assessment and performance management.
View documents: SAP training materials
| Exercises
| Handouts
| Essex SAP multi-agency competency framework
Contact Details:
Jane Winter, Assistant Director, Social Care, Directorate of Regeneration,
NELSHA,
Aneurin Bevan House,
81 Commercial Road,
London E1 1RD
Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
Email: jane.winter@nelondon.nhs.uk | 
Web links: http://www.nelondon.nhs.uk
|
Target group: |  Type / Format: pack
Availability / Price: |  ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They
have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and
they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.
North East London Strategic Health Authority
The Single Assessment Process: an introduction to the principles and process [author: Eleanor Langridge]
Nineteen powerpoint frames provide an introduction to the principles and process of SAP.
Headings of frames: objectives of the assessment process; people involved in SAP - individuals and organisations; importance of SAP - policy drivers, service users needs; key benefits; principles and outcomes of SAP; main challenges; key issues -
person centred, standardised approach, outcome centred approach, older person's contribution; shared values and principles; four types of assessment; carer's assessment; key aspects of SAP.
Training materials supporting the powerpoint presentation are listed in a separate entry.
View presentation
Contact Details:
Jane Winter, Assistant Director, Social Care, Directorate of Regeneration,
NELSHA,
Aneurin Bevan House,
81 Commercial Road,
London E1 1RD
Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
Email: jane.winter@nelondon.nhs.uk | 
Web links: http://www.nelondon.nhs.uk
|
Target group: |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They
have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and
they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.
North East London Strategic Health Authority
The Single Assessment Process: developing assessment skills [author: Eleanor Langridge]
Nineteen powerpoint frames on developing assessment skills.
Headings of frames: group exercise - what is assessment? assessment is NOT; group exercise - older person's involvment in assessment; practitioner role in assessment; group exercise - what makes a good assessment? SAP - key principles;
person-centred assessment; achieving a person centred approach; achieving a standardised approach; achieving an outcome centred approach; assessor competencies; group exercise - assessment in practice, feedback; developing your practice.
Training materials supporting the powerpoint presentation are listed in a separate entry.
View presentation
Contact Details:
Jane Winter, Assistant Director, Social Care, Directorate of Regeneration,
NELSHA,
Aneurin Bevan House,
81 Commercial Road,
London E1 1RD
Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
Email: jane.winter@nelondon.nhs.uk | 
Web links: http://www.nelondon.nhs.uk
|
Target group: |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They
have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and
they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.
North East London Strategic Health Authority
The Single Assessment Process: stages in the process; different types of assessment; assessment competencies [author: Eleanor Langridge]
Eleven powerpoint frames provide an overview of different types of assessments.
Headings of frames: stages in the single assessment process; the assessment process; contact assessment; overview assessment; SAP domains; specialist (in-depth) assessment; comprehensive assessment; evaluating assessment information; care
coordinator role.
Training materials supporting the powerpoint presentation are listed in a separate entry.
View presentation
Contact Details:
Jane Winter, Assistant Director, Social Care, Directorate of Regeneration,
NELSHA,
Aneurin Bevan House,
81 Commercial Road,
London E1 1RD
Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
Email: jane.winter@nelondon.nhs.uk | 
Web links: http://www.nelondon.nhs.uk
|
Target group: |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They
have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and
they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.
North East London Strategic Health Authority
The Single Assessment Process: the Care Coordinator Role [author: Eleanor Langridge]
Fifteen powerpoint frames provide an overview of the Care Coordinator Role within SAP.
Headings of frames: Group exercise - Care Coordinator role - what is it? Care Coordinator role; the assessment process; comprehensive assessment; effective care coordination; joint working; group exercise - sharing values and beliefs; degrees of
partnership; SAP joint working - opportunities and challenges; group exercise - what promotes joint working? case studies.
Training materials supporting the powerpoint presentation are listed in a separate entry.
View presentation
Contact Details:
Jane Winter, Assistant Director, Social Care, Directorate of Regeneration,
NELSHA,
Aneurin Bevan House,
81 Commercial Road,
London E1 1RD
Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
Email: jane.winter@nelondon.nhs.uk | 
Web links: http://www.nelondon.nhs.uk
|
Target group: |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They
have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and
they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.
North Lincolnshire Primary Care Trust; North Lincolnshire Council; North Lincolnshire and Goole Hospitals NHS Trust
Multi-agency guidelines and good practice manual: Single Assessment Process (SAP) in North Lincolnshire version 1.5 [author: North Lincolnshire SAP Steering Group]
(October 2006)
This good practice manual (35 pp) has been produced by the North Lincolnshire Multi-Agency Steering Group to support staff with the implementation and operational requirements of the Single Assessment Process
(SAP) in North Lincolnshire. The manual does not replace guidance and protocols in place in each of the partner agencies.
The manual includes a glossary of terms;sets the national context for SAP; provides general information on information sharing and obtaining consent; outlines issues on joint working in respect of the different assessments; and has a short section
on using the Easycare assessment tool. Appendices relate to documentation on consent and security guidelines.
The manual will be reviewed as part of the evaluation of the implementation process.
View manual.
Contact Details:
Stephen Ball, Service Manager - Older People, Day and Community Services, North Lincolnshire Council Tel: +44 (0)1724 298081 | Fax:
Email: stephen.ball@northlincs.gov.uk | 
Web links:
|
Target group: All agencies |  Type / Format: glossary; guidance
Availability / Price: |  ISBN/ISSN:
Notes:
North Somerset Council
SAP from paper to electronic delivery [authors: Mary Hammond and Andy Moll]
February 2006
Power point presentation describes the strategies developed to implement the Single Assessment Process. From an early stage managers felt that an e-solution was required for sharing information
successfully. North Somerset Council is using mobile technology to enable the process of assessing the needs of older people and for vulnerable adults. It has drawn on Cambridgeshire's experience of using tablet PCs for the single assessment
process collecting data for several agencies at once - Project Nomad pilot. North Somerset's tablet PCs will upload and download data either while staff travel between interviews or when they have access to high-speed data transfer through a home
broadband connection, a council office or a library.
Project Nomad - the National Project is sponsored by the Office of the Deputy Prime Minister and is dedicated to mobile and flexible working in local authorities. Cambridgeshire County Council, the original lead authority for Project Nomad, has now
taken responsibility for it , providing a 'safe home'. Current plans are to continue to promote mobile and flexible working, making use of mobile technology, via the Nomad website, through events, through partnership and collaborations with local
authorities, regional centres of excellence and other organisations.
View powerpoint presentation
Contact Details:
Mary Hammond, Team Manager,
Adult Social Services, North Somerset Council
Town Hall,
Walliscote Grove Road,
Weston-super-Mare,
Somerset, BS23 1UJ
Tel: 01934 888 888 | Fax:
Email: mary.hammond@n-somerset.gov.uk | 
Web links: http://www.n-somerset.gov.uk/
| http://www.projectnomad.org.uk/
Target group: |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes: Andy Moll is the eGovernment Strategy Manager, North Somerset Council
North Surrey Primary Care Trust
Community Healthcare Records Parkinson's Disease Patients North Surrey PCT
Example of handheld paper records for single assessment process for people with chronic diseases. Folder contains:
contact information for Parkinson's Disease medical staff;
service provided for parkinson's disease patients and carers;
single assessment process: basic personal information;
single assessment process: contact assessment;
checklists for: internal risk factors; carers involved; mobility assessment; psychological status; medication; falls;
nursing lifting assessment form;
medication chart;
communication sheet;
staff signature sheet.
Contact Details:
Dr Beverly Castleton, Consultant Physician North Surrey PCT,
Medical Director's Office,
Villa 22, Guildford Road,
Chertsey,
Surrey KT16 0QA
Tel: 01932 723782 | Fax: 01932 723533
Email: jacqueline.batchelor@nsurreypct.nhs.uk | 
Web links: http://www.nsurreypct.nhs.uk
|
Target group: |  Type / Format: assessment tool
Availability / Price: |  ISBN/ISSN:
Notes:
North West London Sector
Single Assessment Process: FACE Contact and Overview Assessment Tool Training [Tricia Morris, North West London Sector]
[2004]
One-day training programme for getting started on SAP. Twenty-one frames in powerpoint presentation cover following topics: Single Assessment Process overview; National Service Framework; whats in it for
older people?; assessment skills - cultural sensitivity, consent to share information, risk assessment; North West London Contact Assessment; FACE overview assessment - explaining the assessment tool and handbook; 'Miss Adams' case study - putting
SAP into practice; 'My Shared Care Plan'; technology.
Contact Details:
Tricia Morris Training and Management Consultant
245 High Street
Rickmansworth
Herts WD3 1BQ
Tel: 07721 642 447 | Fax:
Email: T245Morris@aol.com | 
Web links:
|
Target group: |  Type / Format: powerpoint
Availability / Price: |  ISBN/ISSN:
Notes:
North West London Sector SAP
North West London Contact Assessment Folder [NWL SAP Team]
The North West London (NWL) Sector has a common approach to the Single Assessment Process sharing jointly developed assessment tools, records and forms to facilitate the cross boundary exchange of care
information.
The Contact Assessment Folder contains following documents/tools:
1. Sector approach - brief description of purpose.
2. Basic personal information - includes key contacts.
3. Contact assessment - identification of health and social care needs.
4. Medical information - for hospital use.
5. Referral form - for referring for further assessment.
Contact Details:
Keith Strahan, Hounslow SAP Manager Tel: 07973 700695 (mobile)
020 8583 3655 (office) | Fax:
Email: kspcsw@aol.com |  Keith.Strahan@cfh.nhs.uk
Web links:
|
Target group: |  Type / Format: assessment tool; toolkit
Availability / Price: |  ISBN/ISSN:
Notes: Also contact Ruth Garry, Kensington and Chelsea Primary Care Trust,email ruth.garry@kc-pct.nhs.uk
Northamptonshire County Council
Contact Assessment/Referral: Northamptonshire Single Assessment Process [Northamptonshire SAP team]
(2003)
Four page contact assessment form. Part of the SAP documentation accredited (July 2004) by the Department of Health.
View contact assessment form
Contact Details:
Wendy Hoult,
Project Manager Single Assessment Team,
Oxford House, Floor 2,
West Villa Road,
Wellingborough NN8 4JR
Tel: +44 (0)1933 220 720 | Fax: +44 (0)1933 443 929
Email: whoult@northamptonshire.gov.uk | 
Web links: http://www.northamptonshire.nhs.uk/singleassessment
|
Target group: |  Type / Format: assessment tool
Availability / Price: Contact Wendy Hoult |  ISBN/ISSN:
Notes: The material is copyright to Northants SAP 2004 and is not to be reproduced without permission of the copyright holder.
Northamptonshire County Council
Glossary of Terms: Northamptonshire Single Assessment Process [Northamptonshire SAP team]
(April 2004)
Glossary of Terms to accompany the Northamptonshire Overview Assessment Tool (NOAT) that is accredited (July 2004) by the Department of Health as a tool for overview assessment as part of the Single
Assessment Process for older people. The glossary explains some of the words, terms, symbols and abbreviations used by agencies in Northamptonshire when assessing the needs of people, Paper based document consists of 12 pages.
View glossary
Contact Details:
Wendy Hoult,
Project Manager Single Assessment Team,
Oxford House, Floor 2,
West Villa Road,
Wellingborough NN8 4JR
Tel: +44 (0)1933 220 720 | Fax: +44 (0)1933 443 929
Email: whoult@northamptonshire.gov.uk | 
Web links: http://www.northamptonshire.nhs.uk/singleassessment
|
Target group: |  Type / Format: glossary
Availability / Price: Contact Wendy Hoult |  ISBN/ISSN:
Notes: The material is copyright to Northants SAP 2004 and is not to be reproduced without permission of the copyright holder.
Northamptonshire County Council
Guidelines for Completing Northamptonshire Overview Assessment Tool (NOAT) [Northamptonshire SAP team]
(April 2004)
Guidelines to assist with completing the Northamptonshire Overview Assessment Tool (NOAT) that is accredited (July 2004) by the Department of Health as a tool for overview assessment as part of the Single
Assessment Process for older people. Paper based document consists of 38 pages. The guidelines are designed for use by a wide variety of assessors.
View guidelines
Contact Details:
Wendy Hoult,
Project Manager Single Assessment Team,
Oxford House, Floor 2,
West Villa Road,
Wellingborough NN8 4JR
Tel: +44 (0)1933 220 720 | Fax: +44 (0)1933 443 929
Email: whoult@northamptonshire.gov.uk | 
Web links: http://www.northamptonshire.nhs.uk/singleassessment
|
Target group: |  Type / Format: assessment tool; guidance
Availability / Price: Contact Wendy Hoult |  ISBN/ISSN:
Notes: The material is copyright to Northants SAP 2004 and is not to be reproduced without permission of the copyright holder.
Northamptonshire County Council
Information Sharing Protocol: Northamptonshire Single Assessment Process [Northamptonshire SAP team]
(April 2004)
Protocol for sharing confidential personal information to accompany the Northamptonshire Overview Assessment Tool (NOAT) that is accredited (July 2004) by the Department of Health as a tool for overview
assessment as part of the Single Assessment Process for older people. Paper based document consists of 14 pages.
View protocol
Contact Details:
Wendy Hoult,
Project Manager Single Assessment Team,
Oxford House, Floor 2,
West Villa Road,
Wellingborough NN8 4JR
Tel: +44 (0)1933 220 720 | Fax: +44 (0)1933 443 929
Email: whoult@northamptonshire.gov.uk | 
Web links: http://www.northamptonshire.nhs.uk/singleassessment
|
Target group: |  Type / Format: protocol
Availability / Price: Contact Wendy Hoult |  ISBN/ISSN:
Notes: The material is copyright to Northants SAP 2004 and is not to be reproduced without permission of the copyright holder.
Northamptonshire County Council
Northamptonshire Overview Assessment Tool (NOAT) [Northamptonshire SAP team]
(April 2004)
The Northamptonshire Overview Assessment Tool (NOAT) is accredited (July 2004) by the Department of Health as a tool for overview assessment as part of the Single Assessment Process for older people. Paper
based document of 44 pages. Accompanying documentation consists of Guidelines for Completing NOAT, Glossary of Terms, Information Sharing Protocol, Contact Assessment/Referral forms, Protocol for Personal Held Record.
View assessment tool
Contact Details:
Wendy Hoult,
Project Manager Single Assessment Team,
Oxford House, Floor 2,
West Villa Road,
Wellingborough NN8 4JR
Tel: +44 (0)1933 220 720 | Fax: +44 (0)1933 443 929
Email: whoult@northamptonshire.gov.uk | 
Web links: http://www.northamptonshire.nhs.uk/singleassessment
|
Target group: |  Type / Format: assessment tool; glossary; protocol
Availability / Price: Contact Wendy Hoult |  ISBN/ISSN:
Notes: The material is copyright to Northants SAP 2004 and is not to be reproduced without permission of the copyright holder.
Pan Dorset Health and Social Care
SAP quiz [author: Jane Wallis]
(September 2003)
Quiz with multiple choice answers to test health and social services staff's understanding of the Single Assessment Process (SAP).
View quiz
Contact Details:
Jane Wallis,
SAP Project Manager for Training, Pan Dorset Health and Social Care,
Human Resources Learning and Development Unit,
Vespasian House,
2nd Floor West Wing,
Bridport Road,
Dorchester,
Dorset
DT1 1TG
Tel: +44 (0)1305 225911 | Fax: +44 (0)1305 268834
Email: jane.wallis@dorsetcc.gov.uk | 
Web links: http://www.dorsetforyou.com
|
Target group: LA/HA |  Type / Format: quiz
Availability / Price: |  ISBN/ISSN:
Notes: This tool can be used or adapted by others provided that the Pan Dorset Group is fully accredited as the organisation of origin. Jane Wallis would appreciate a brief email to let her know who is using the material and where it is
being used.
Pan Dorset Health and Social Care
Single Assessment Process implementing new joint working arrangements for older person's health and social care services across Dorset, Bournemouth, and Poole: [Bulletins 1, 2 and 3] [author: Jane
Wallis]
(September 2003 -)
These bulletins have as their purpose keeping practitioners advised of changes to working practices with regard to the introduction of the Single Assessment Process (SAP).
View bulletin 1 |
bulletin 2 |
bulletin 3
Contact Details:
Jane Wallis,
SAP Project Manager for Training, Pan Dorset Health and Social Care,
Human Resources Learning and Development Unit,
Vespasian House,
2nd Floor West Wing,
Bridport Road,
Dorchester,
Dorset
DT1 1TG
Tel: +44 (0)1305 225911 | Fax: +44 (0)1305 268834
Email: jane.wallis@dorsetcc.gov.uk | 
Web links: http://www.dorsetforyou.com
|
Target group: LA/HA |  Type / Format: guidance
Availability / Price: |  ISBN/ISSN:
Notes: This tool can be used or adapted by others provided that the Pan Dorset Group is fully accredited as the organisation of origin. Jane Wallis would appreciate a brief email to let her know who is using the material and where it is
being used.
Pan Dorset Health and Social Care
Single Assessment Process Case management - case studies 1-4 [author: Jane Wallis]
These four case studies explain the personal circumstances of a Mrs Blair, a Mr Thatcher, a Mrs Churchill, and a Miss Major. , and then set tasks to map the most feasible or likely care pathways or outcomes.
The aim of each case study is variously to consider and remember consent or confidentiality issues, matters regarding the Community Care (Delayed Discharge etc) Act 2003, special needs, carers' needs,, and matters appertaining to RNCC (Registered
Nursing Care Contribution) determination.
View case studies
Contact Details:
Jane Wallis,
SAP Project Manager for Training, Pan Dorset Health and Social Care,
Human Resources Learning and Development Unit,
Vespasian House,
2nd Floor West Wing,
Bridport Road,
Dorchester,
Dorset
DT1 1TG
Tel: +44 (0)1305 225911 | Fax: +44 (0)1305 268834
Email: jane.wallis@dorsetcc.gov.uk | 
Web links: http://www.dorsetforyou.com
|
Target group: LA/HA |  Type / Format: case study
Availability / Price: |  ISBN/ISSN:
Notes: This tool can be used or adapted by others provided that the Pan Dorset Group is fully accredited as the organisation of origin. Jane Wallis would appreciate a brief email to let her know who is using the material and where it is
being used.
Rhondda Cynon Taf County Borough Council
Rhondda Cynon Taf and Merthyr Geographic Area Unified Assessment Newsletters December 2003, March 2004 and August 2005
These newsletters (December 2003, Web link 1; March 2004, Web link 2, August 2005 web link 3) are produced by a partnership of North Glamorgan and Pontypridd & Rhondda Trusts, Age Concern, Pontypridd & Rhondda
& Merthyr Tydfil Local Health Boards, Merthyr Tidfil County Borough Council and Rhondda Cynon Taf County Borough Council. Both newsletters list local agency contacts and give a link to the Social Services Inspectorate for Wales' Unified Assessment
site, ' Health and social care for adults: creating a unified and fair system for assessing and managing care.'
The December 2003 issue outlines what unified assessment (UA) is; activity in the Rhondda Cynon Taf and Merthyr areas; and the piloting of a Contact Assessment form.
The March 2004 issue explains mapping - that is, how services are provided across all agencies and their effect on the individual patient or client. It also outlines the Contact Assessment form pilots, set up on SWIFT, the IT system being used by
Trusts and local authorities (though not currently in primary care).
The August 2005 issue has an information sharing theme, in that it covers: establishment of a Change Request log for noting suggestions and comments on UA; an information sharing protocol has been signed by all agencies in the area; and six local
authorities (Caerphilly, Merthyr Tydfil, Monmouthshire, Newport, Rhondda Cynon Taf, and Vale of Glamorgan have formed a consortium to develop an electronic application (SWIFT).
View December 2003 newsletter
| View March 2004 newsletter
| View August 2005 newsletter
Contact Details:
Peter Moore Rhondda Cynon Taf Community Care Head Office/
Ty Elai,
Dinas Isaf East,
Williamstown,
Tonypandy
Tel: 01443 425453 | Fax:
Email: Peter.R.Moore@rhondda-cynon-taff.gov.uk | 
Web links:
|
Target group: All staff |  Type / Format: guidance; policy
Availability / Price: |  ISBN/ISSN:
Notes:
Rhondda Cynon Taf County Borough Council
Unified assessments [Rhondda Cynon Taf Community Care Division website]
Unified assessment (UA) is the equivalent of the Single Assessment Process (SAP) in Wales. This website explains that UAs "take a holistic approach to assessing a person's needs, in order to ensure effective
joint working and to prevent serial assessments by different agencies". The website includes links to a tool for staff when making unified assessments; and the Welsh Assembly Government's guidance document, 'Creating a unified and fair system for
assessing and managing care', as well as its precursor related documents, 'Improving health in Wales' and 'Building for the future - a White Paper for Wales'.
Contact Details:
Peter Moore Rhondda Cynon Taf Community Care Head Office/
Ty Elai,
Dinas Isaf East,
Williamstown,
Tonypandy
Tel: 01443 425453 | Fax:
Email: Peter.R.Moore@rhondda-cynon-taff.gov.uk | 
Web links: http://www.rhondda-cynon-taff.gov.uk/communitycare/UA
|
Target group: All staff |  Type / Format: guidance; policy
Availability / Price: |  ISBN/ISSN:
Notes:
Skills for Health
Older People's National Workforce Competence Framework Guide
2004
The Guide explains the application and use of competence frameworks; how the framework is constructed; and provides an overview of the framework for older people's services. The overview has been developed
to provide an indication of the units of competence that apply generally to older people's health and social care services and more specific competences including those relating to care of older people with age related health needs. The competences
were developed to be applicable to a range of settings and professions - primary care, walk-in centres, minor injury units and hospitals; and staff ranging from support staff to qualified nurses, doctors and allied health professionals.
View competence framework
Contact Details:
Dr Caryl Plewes, Project Director, Older People's Competence Framework, Goldsmiths House,
Broad Plain,
Bristol BS2 0JP
Tel: 0117 9221155 | Fax:
Email: caryl.plewes@skillsforhealth.org.uk | 
Web links: http://www.skillsforhealth.org.uk/files/570-SfH_Older_people_a-w.pdf
| http://www.skillsforhealth.org.uk
Target group: |  Type / Format: competence framework
Availability / Price: Download pdf. |  ISBN/ISSN:
Notes:
Skills for Health/Topss England
Older People Competence Framework: units of competence
2004
The Competence Framework for Older People covers the competences needed to care for older people with age related health needs. The competences were developed to be applicable to a range of settings and
professions - primary care, walk-in centres, minor injury units and hospitals; and staff ranging from support staff to qualified nurses, doctors and allied health professionals. This document details the units of competence, each of which describes
an activity that is a significant part of someone's job, for example: communicate with older people and their carers; assess the health and wellbeing of older people. Each unit contains a number of elements of competence that specify what an
individual using the Competence Framework needs to do to demonstrate competence in that particular area of practice.
Contact Details:
Dr Caryl Plewes, Project Director, Older People's Competence Framework, Goldsmiths House,
Broad Plain,
Bristol BS2 0JP
Tel: 0117 922 1155 | Fax:
Email: caryl.plewes@skillsforhealth.org.uk | 
Web links: http://www.skillsforhealth.org.uk/files/529-OPCompetencest5-1%28Dec03%29.pdf
| http://www,skillsforhealth.org.uk
Target group: |  Type / Format: competence framework
Availability / Price: Download pdf. |  ISBN/ISSN:
Notes:
Solihull Metropolitan Borough Council; Solihull NHS Primary Care Trust; University of Central England, Birmingham
Just say it once implementing the Single Assessment Process in Solihull: staff development programme [authors: Solihull Metropolitan Borough Council; Solihull NHS Primary Care Trust; University of
Central England, Birmingham]
Workbook for the Staff Development Programme; Training video (30 mins) - 'Just say it once: developing good practice in multi disciplinary assessment'.
This joint staff development programme has been developed by Solihull MBC and Solihull PCT in partnership with the School of Primary Care, University of Central England (UCE). It is designed to help further develop competence and skills in multi
agency working and assessment, applying the principles of the National Service Framework (NSF) to adults of all ages. The training programme incorporates exercises, workshops and facilitated staff discussion for mixed staff groups, allowing everyone
to develop skills and learn together.
Contact Details:
Magnetic Pictures Magnetic Pictures Ltd,
The Old Coach House,
Upper Wawensmoor,
Wootton Wawen,
Solihull,
Warwickshire
B95 6SS.
Tel: 01564 793061 | Fax:
Email: aprice@magpix.co.uk | 
Web links: http://www.magpix.co.uk
| http://www.magpix.co.uk/Pages%202003/SAP%20Page.html
Target group: SSD/PCT staff |  Type / Format: workbook; video
Availability / Price: £45.00 |  ISBN/ISSN:
Notes:
Sutton and Merton Health and Social Care Community
A joint protocol for delivering the Single Assessment Process for older people in Sutton developed in partnership with: London Borough of Sutton Community Services, Sutton and Merton Primary Care Trust,
Epsom and St Helier Hospital Trust, Sutton Older Persons Mental Health Team, and Age Concern User and Carer Group
This document (41pp) aims to set out the responsibilities that each agency needs to adopt, in order to deliver the Single Assessment Process (SAP) in the London Borough of Sutton. It is envisaged that the
protocol will provide guidance for an efficient and effective delivery of services which will meet the expectations of local people and that of the National Service Framework for Older People (NSF). Its content includes coverage of: shared values;
when to use each of the four assessments (Contact Assessment, Overview Assessment, Specialist Assessment, and Comprehensive Assessment); multi-agency care planning; the role of the care co-ordinator or key worker; joint working; the Single
Assessment in hospital; and sharing of information. Appendices include: an agreed glossary of terms; Sutton locality Single Assessment contact and referral form; domains of the overview assessment; triggers for assessment; and procedures for user
held record.
View joint protocol
Contact Details:
Carole Adams, London Borough of Sutton,
Civic Offices,
St. Nicholas Way,
Sutton,
SM1 1EA
Tel: 020 8770 5000 x4398 | Fax:
Email: carole.adams@sutton.gov.uk |  fiona.merritt@sutton.gov.uk
Web links: http://www.sutton.gov.uk
|
Target group: All staff, users and carers |  Type / Format: protocol; glossary
Availability / Price: |  ISBN/ISSN:
Notes:
The Hillingdon Hospital NHS Trust
Single Assessment Process (SAP) Evaluation - Service Providers Questionnaire [author: Una Dunne]
Questionnaire to evaluate how well SAP has been received and if there are any areas to improve on. From the service providers perspective it aims to ascertain what they feel SAP is trying to achieve.
View document
Contact Details:
Karen Blackbond, Single Assessment Project Manager The Hillingdon Hospital NHS Trust
Pield Heath Road,
Uxbridge,
Middlesex UB8 3NN
Tel: 01895 238282 (switch) | Fax:
Email: karen.blackbond@thh.nhs.uk | 
Web links:
|
Target group: |  Type / Format: evaluation questionnaire
Availability / Price: |  ISBN/ISSN:
Notes:
Waltham Forest NHS PCT and Waltham Forest Council
Protocol for staff on the use of the Single Assessment Process Person Held Record in Waltham Forest [DRAFT] [author: Steve Griffiths]
[September 2006]
Sample of a protocol on the use of a person held record (PHR) developed by Waltham Forest and currently in draft form. Every adult over the age of 18 years who is the subject of a multi disciplinary or multi
agency assessment process is to be provided with a Person Held Record folder. This is to allow efficient and safe storage of assessment records and other related documentation by the assessed person. At the individual's discretion, it will prevent
duplication and support the practice of iniformation sharing between the individual and practitioners of various agencies.
The protocol consists of: statement of purpose; scope; staff responsibilities - (1) managers; (2) individual practitioners; procedures: (1) issuing the PHR; (2) inserting information; (3) ownership and responsibility; (4) access; (5) terminating the
use of the PHR; success indicators and governance arrangements.
View document.
Contact Details:
Steve Griffiths, Service Manager, Integrated Adults and Community Service,
London Borough of Waltham Forest
Silver Birch House,
Uplands Business Park,
Blackhorse Lane,
Walthamstow,
London E17 5SD
Tel: 020 8496 3467 | Fax:
Email: steve.griffiths@lbwf.gov.uk | 
Web links:
|
Target group: |  Type / Format: protocol; person held record
Availability / Price: |  ISBN/ISSN:
Notes:
email:
West Midlands Region SAP Implementation Group (as supplied by West Midlands South Strategic Health Authority)
West Midlands Region SAP Implementation Group interpretation of the April 2004 milestones
(13 December 2003)
SAP Leads from both health and social services departments in the West Midlands region have been meeting with the aim of pooling ideas and resources, and exchanging information. This 16pp document has been
compiled by a subgroup (including representatives of the 3 SHAs in the region) which looked specifically at the Department of Health April 2004 milestones. The aim is to agree a collective interpretation of what the milestones mean (and based on
what evidence), and how best to target work in order to achieve them.
Contact Details:
Sandra Hudson, Programme Lead, Services for Older People, West Midlands South Strategic Health Authority,
Osprey House,
Albert Street,
Prospect Hill,
Redditch
B97 4DE.
Tel: 01527 587517 (Peter Boileau)
01527 587536 (Sandra Hudson) | Fax:
Email: sandra.hudson@wmsha.nhs.uk |  peter.boileau@wmsha.nhs.uk
Web links: http://www.wmssha.nhs.uk
|
Target group: SAP Leads |  Type / Format: strategy
Availability / Price: |  ISBN/ISSN:
Notes: The following members of the Group are also willing to be approached directly to discuss this document:
Marie duQuesnay, Stoke and Staffordshire, Marie.duQuesnay@staffordshire.gov.uk 01785 277089;
Val Dickens, Solihull, vdickens@solihull.gov.uk 0121 704 8043;
Jonathan Monks, Worcestershire, jmonks2@worcestershire.gov.uk 01905 766963;
Sue Williams, West Midlands ADSS, suejwilliams@hotmail.com 01905 796799.
West Midlands South Strategic Health Authority
West Midlands South Strategic Health Authority regional strategy developing the workforce to deliver the Single Assessment Process in older people's services
(19 September 2003
This strategy (20 pp) aims to fulfil the Department of Health (DH) Guidance on the single assessment process for older people (Health Service Circular 2002/1, Local Authority Circular LAC 2002/1) for
implementing joint workforce development. The strategy should be seen as part of a co-ordinated approach to staff and workforce development that follows from implementation of the NHS Plan and other health and social care policy initiatives,
including Local Delivery Plans. Its aim is to enable all staff (including managers) to develop and demonstrate an appropriate level of skills, knowledge and ability relevant to their role within SAP. The document identifies education, training and
development needs, to link with competencies such as NVQs, and actions required to implement the training plan. Of the appendices listed, only Appendix 1, Competence framework, is supplied.
Contact Details:
Sandra Hudson, Programme Lead, Services for Older People, West Midlands South Strategic Health Authority,
Osprey House,
Albert Street,
Prospect Hill,
Redditch
B97 4DE.
Tel: 01527 587517 (Peter Boileau)
01527 587536 (Sandra Hudson) | Fax:
Email: sandra.hudson@wmsha.nhs.uk |  peter.boileau@wmsha.nhs.uk
Web links: http://www.wmssha.nhs.uk
|
Target group: All staff |  Type / Format: strategy
Availability / Price: |  ISBN/ISSN:
Notes:
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