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DC-D03CQCSection D · Care and Support Delivery

Comprehensive Care Needs Assessment policy

For CQC-registered domiciliary care services · version 1.0 · last reviewed 1 June 2026

The purpose of assessment and how to carry out a holistic, whole-person assessment are set out in this policy. It looks at strengths, outcomes and what matters to the person, involving them in the process, drawing on assessments carried out by others, and dealing with capacity, communication and accessibility. Moving from assessment to plan is covered, with a template annexed.

What this policy covers

  • The purpose of assessment
  • A holistic, whole-person assessment
  • Strengths, outcomes and what matters
  • Involving the person and using other assessments
  • Capacity, communication and accessibility
  • From assessment to plan, and keeping it current
  • Assessors / care planners
  • Annex a — comprehensive needs assessment template
  • Annex b — assessment review / reassessment triggers

Regulations and guidance it supports

Supports the fundamental standards at Regulations 9, 12, 17 and 20 of the Health and Social Care Act 2008 (Regulated Activities) Regulations 2014.

  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014
  • Care Act 2014
  • Mental Capacity Act 2005
  • Equality Act 2010
  • UK GDPR and Data Protection Act 2018

Common questions

Is the comprehensive care needs assessment policy CQC-aligned?
Yes. It is written and reviewed by practising UK compliance consultants against current CQC expectations, and supports the fundamental standards at Regulations 9, 12, 17 and 20. It is a controlled starting-point document that you adapt to your own service — you remain the accountable provider.
Can I download and edit this policy?
Yes. It downloads as Word (.docx) or PDF with your company name, registered manager, CQC ID and address already filled in on the cover page and throughout the document. The Word version is fully editable.
Can I buy this policy on its own?
Policies are sold as a complete library rather than individually, because CQC expects a coherent set that cross-references properly — a single policy in isolation creates gaps. The domiciliary care library contains 141 policies and can be bought outright as a one-off purchase and kept permanently.
How often is it reviewed?
The library is re-reviewed every six months and after any material regulatory change. This policy was last reviewed 1 June 2026, and is at version 1.0. Updates reach you automatically, so downloads always reflect the current version.

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