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{{org_field_name}}
Registration Number: {{org_field_registration_no}}
Home Adaptations and Mobility Equipment Policy
1. Purpose
The purpose of this policy is to ensure that {{org_field_name}} effectively manages home adaptations and mobility equipment for service users, enabling them to live safely and independently in their own homes. Home adaptations and mobility aids play a crucial role in enhancing safety, preventing falls, and promoting independence for individuals receiving domiciliary care.
This policy ensures that:
- Service users receive timely access to appropriate home adaptations and mobility aids.
- Home environments are assessed for safety, accessibility, and mobility requirements.
- Staff understand their responsibilities in assisting, maintaining, and reporting any concerns regarding mobility aids.
- Equipment and adaptations used by staff in the delivery of care and support will be suitable for the assessed purpose, safe for use, appropriately maintained and used only by staff who have received the necessary information, instruction, training and competency assessment.
- Where lifting equipment is used by staff, {{org_field_name}} will comply with the Lifting Operations and Lifting Equipment Regulations 1998 to the extent that the organisation owns, supplies, operates or controls the equipment or its use.
- Where other work equipment is provided for use by staff, {{org_field_name}} will comply with the Provision and Use of Work Equipment Regulations 1998 to the extent that the organisation owns, supplies or controls the equipment or its use.
This policy aligns with:
- The Regulation and Inspection of Social Care (Wales) Act 2016.
- The Regulated Services (Service Providers and Responsible Individuals) (Wales) Regulations 2017, as amended.
- The Management of Health and Safety at Work Regulations 1999.
- The Provision and Use of Work Equipment Regulations 1998.
- The Lifting Operations and Lifting Equipment Regulations 1998.
- The Social Services and Well-being (Wales) Act 2014, ensuring individuals receive the support necessary to maintain independence.
- The Health and Safety at Work etc. Act 1974., ensuring safe working conditions for staff and service users.
- The Manual Handling Operations Regulations 1992, ensuring safe handling of mobility aids and equipment.
- The Equality Act 2010, ensuring accessibility and reasonable adjustments for individuals with disabilities.
2. Scope
This policy applies to:
- All employees of {{org_field_name}}, including care staff, supervisors, and managers.
- All service users receiving domiciliary care, particularly those requiring mobility support.
- Families, occupational therapists, and healthcare professionals involved in assessing and implementing adaptations.
This policy covers:
- Assessment of home adaptations and mobility equipment needs.
- Installation, use, and maintenance of mobility aids.
- Staff training and competency in using mobility equipment.
- Reporting and replacing faulty or unsuitable equipment.
- Collaboration with external agencies for specialist adaptations.
3. Policy Statement
{{org_field_name}} is committed to ensuring that service users receive safe, effective, and personalised support with mobility equipment and home adaptations. Our approach focuses on:
- Maximising independence and dignity through appropriate support.
- Ensuring home environments are safe and accessible.
- Working in partnership with local authorities, healthcare professionals, and equipment suppliers to facilitate necessary adaptations.
- Providing staff with the skills and knowledge to support service users effectively.
4. Managing Home Adaptations and Mobility Equipment Efficiently
4.1 Identifying and Assessing Needs
Before agreeing to provide care and support, {{org_field_name}} will determine whether it can safely meet the individual’s mobility, transfer and equipment needs. This determination will take account of the individual’s care and support plan, relevant health or specialist assessments, their views, wishes and feelings, identified risks, any reasonable adjustments required and the skills and resources available within the service.
An initial personal plan must be prepared before care and support begins. Where the individual is in urgent need of care and support and there has not been sufficient time to prepare the personal plan, it must be prepared within 24 hours of the service commencing.
Within seven days of the commencement of the service, a provider assessment must be completed by a person who has the skills, knowledge, competence and training required to undertake the assessment. The provider assessment must consider how the individual’s mobility and care needs can best be met, how the individual can be supported to achieve their personal outcomes, their views, wishes and feelings, and risks to the individual, staff or other persons.
This involves:
- A detailed home environment risk assessment, identifying hazards such as narrow doorways, steps, or slippery floors.
- An individual moving and handling risk assessment where staff provide physical assistance with transfers, repositioning, mobility or the use of lifting equipment.
- Identification of the exact equipment, attachments and accessories to be used, including the make or type of hoist, sling size and type, attachment points, transfer method, number of staff required and any circumstances in which the transfer must not proceed.
- Assessment of whether the equipment is compatible with the individual, the home environment, other equipment being used and the tasks described in the personal plan.
- Identification of the person or organisation responsible for supplying, installing, inspecting, thoroughly examining, servicing, repairing and replacing each item of equipment.
- Consideration of the individual’s independence, dignity, personal outcomes, preferences and right to participate in decisions about adaptations and equipment.
- Consideration of risks to staff and other persons who may be affected by the use of the equipment.
- Assessment by an occupational therapist (OT) for individuals requiring specialist adaptations.
- Consultation with the service user, family, and healthcare professionals to determine needs and preferences.
- Ensuring recommendations align with CIW standards for safety and accessibility.
The findings of mobility, moving and handling, environmental and equipment assessments must be recorded in the individual’s provider assessment, risk assessments and personal plan, as applicable. The personal plan must provide staff with clear instructions about the support to be provided, the equipment to be used, the agreed method of transfer or mobility support, the number of staff required and the action to take if the planned method cannot be followed.
The personal plan must be reviewed whenever required and at least once every three months. It must be reviewed sooner where there is a change in the individual’s condition, mobility, weight-bearing ability, cognition, behaviour, home environment, equipment, personal outcomes or level of assistance required; following a fall, injury, near miss or equipment incident; or where the existing arrangements are no longer safe or effective.
The review must involve the individual, the placing authority where applicable, and any representative where appropriate and lawful. Following the review, the personal plan and associated risk assessments must be revised where necessary.
4.1.1 Consent, Capacity and Involvement
The individual must be involved in decisions about mobility assistance, equipment and home adaptations and must be provided with information in a language, format and manner they can understand. Consent must be obtained before staff provide mobility assistance or use equipment, unless there is another lawful basis for the intervention.
Staff must not assume that an individual lacks capacity because of their age, disability, diagnosis, communication difficulty or because they make a decision that others consider unwise. Where there is reason to doubt the individual’s capacity to make a specific decision about equipment, mobility support or a proposed adaptation, a decision-specific capacity assessment must be undertaken in accordance with the Mental Capacity Act 2005.
Where the individual lacks capacity to make the relevant decision, any decision or action must be in the individual’s best interests, must be the least restrictive available option and must take account of any valid and applicable advance decision, lasting power of attorney, court-appointed deputy or other lawful authority. The assessment, consultation, decision and reasons must be recorded.
4.2 Types of Home Adaptations and Mobility Equipment
Home adaptations and mobility aids may include:
Minor Adaptations (Low-cost, quick installations)
- Grab rails in bathrooms and hallways.
- Lever taps for easier use.
- Non-slip flooring and threshold ramps.
Major Adaptations (Larger structural changes)
- Stairlifts and through-floor lifts.
- Widened doorways for wheelchair access.
- Accessible bathrooms (walk-in showers, adapted toilets).
Mobility Equipment
- Walking aids (frames, rollators, crutches).
- Wheelchairs and powered mobility scooters.
- Hoists and transfer aids for safe movement.
- Adjustable beds and riser-recliner chairs.
4.3 Requesting and Implementing Adaptations
If adaptations are required, {{org_field_name}} will:
- Refer service users to occupational therapy or the local authority for an assessment.
- Support applications for Disabled Facilities Grants (DFG) where financial assistance is needed.
- Liaise with equipment suppliers and contractors to ensure timely installation of adaptations.
- Confirm, before staff use newly supplied or installed equipment, that the equipment has been properly installed or assembled, is suitable for the intended use, has any required inspection or examination documentation, and is accompanied by the manufacturer’s current instructions.
- Ensure that the individual’s risk assessments and personal plan are updated before staff begin using new or replacement equipment.
- Ensure that staff receive equipment-specific instruction, training and competency assessment before using new or materially different equipment.
- Where the equipment or adaptation is supplied or managed by another organisation, record that organisation’s responsibilities and contact arrangements for maintenance, servicing, examination, repair, replacement and emergency support.
- Ensure minimal disruption to the service user’s routine during installation.
Staff must not use a newly installed adaptation or item of mobility or moving and handling equipment until the relevant assessment has been completed, the personal plan and risk assessment have been updated, and the staff required to use it have been provided with appropriate information, instruction and training and have been assessed as competent.
4.4 Safe Use, Inspection, Examination and Maintenance of Equipment
Equipment must be used only for the purpose for which it is intended, in accordance with the individual’s current personal plan, risk assessment, manufacturer’s instructions and any instructions provided by the supplying organisation.
Before using mobility or moving and handling equipment, staff must complete the pre-use checks specified by the manufacturer, supplier, competent person or organisational procedure. These checks must include, where relevant:
- visible damage, excessive wear, contamination or missing parts;
- the condition of wheels, brakes, footplates, straps, clips, fastenings and safety devices;
- battery condition and charging arrangements;
- the safe working load;
- the condition, size, type and compatibility of slings and other accessories;
- confirmation that any required inspection, service or thorough examination remains in date;
- sufficient space and a safe environment in which to use the equipment; and
- confirmation that the equipment identified in the personal plan is available.
Staff must not substitute a different hoist, sling, attachment, transfer aid or transfer technique unless the alternative has been assessed and authorised by a competent person and the personal plan and risk assessment have been updated.
Equipment provided for use at work and owned, supplied or controlled by {{org_field_name}} must be suitable for the intended purpose, maintained in an efficient state, in efficient working order and in good repair. It must be inspected by a competent person where deterioration, installation conditions or exceptional circumstances could create a risk.
Where lifting equipment is used by staff and {{org_field_name}} owns, supplies, operates or controls that equipment or its use, lifting operations must be properly planned by a competent person, appropriately supervised and carried out safely.
Lifting equipment and associated accessories used to lift people must be thoroughly examined by a competent person at least every six months, unless a written examination scheme prepared by a competent person specifies a different interval. A routine service or maintenance visit must not be treated as a substitute for a statutory thorough examination.
Records of applicable inspections, servicing, maintenance and thorough examinations must be retained and must be available to staff responsible for checking whether the equipment is safe and in date.
Where equipment is supplied by a local authority, NHS body, community equipment service, landlord, family member or another third party, the Registered Manager must establish and record who has responsibility for inspection, statutory thorough examination, servicing, maintenance, repair and replacement. {{org_field_name}} must take reasonable steps to confirm that equipment used by its staff is safe, suitable and within the required inspection or examination period.
If required maintenance, inspection or thorough examination documentation cannot be confirmed, staff must not use the equipment until the Registered Manager or delegated competent person has confirmed that it is safe and lawful to do so. Alternative safe care arrangements must be agreed and recorded.
4.5 Staff Training and Competency
Staff must not assist with the use of mobility, transfer or lifting equipment unless they have received training appropriate to their role and the equipment they are expected to use, and their practical competence has been assessed.
Training and competency assessment must include, where relevant:
- the organisation’s moving and handling procedures;
- the findings and instructions contained in the individual’s personal plan and risk assessment;
- equipment-specific operation and safety precautions;
- safe working loads and equipment limitations;
- pre-use checks;
- selection, fitting and compatibility of slings and accessories;
- the number of staff required for the procedure;
- emergency lowering and other emergency arrangements;
- actions to take where equipment is damaged, unavailable, overdue for examination or unsuitable;
- reporting accidents, incidents, near misses and defects; and
- preserving the individual’s dignity, independence, choice and control.
Competence must be reassessed when staff are required to use unfamiliar or materially different equipment, where the individual’s transfer method changes, following an incident or unsafe practice, where supervision identifies a concern, or where training needs analysis shows that refresher training is required.
Training and competency records must identify the equipment or procedure covered, the date of training, the assessor, the outcome and any restrictions or further support required.
Staff must not improvise a transfer, manually lift an individual contrary to their assessed plan, use equipment for which they have not been trained and assessed as competent, or proceed where the required number of staff is unavailable.
4.6 Defective, Unsafe, Unavailable or Overdue Equipment
Where equipment is defective, damaged, contaminated, unsuitable, outside its required inspection or thorough examination period, missing a required component, or otherwise suspected to be unsafe, staff must:
- stop using the equipment immediately, where it is safe to do so;
- ensure that the individual is safe and obtain emergency assistance where required;
- not attempt an unassessed manual lift or alternative transfer;
- clearly identify or isolate the equipment to prevent further use, where the service has authority to do so;
- notify the Registered Manager or on-call manager immediately;
- notify the equipment owner, supplier or maintenance provider without delay;
- record the defect, action taken and persons notified in the individual’s care record and the organisation’s incident or equipment record;
- implement an agreed alternative care arrangement;
- review the individual’s risk assessment and personal plan where the defect affects the planned delivery of care; and
- not return the equipment to use until an authorised or competent person has confirmed that it is safe.
Staff must not repair, alter, adapt or modify equipment unless they are authorised, trained and competent to do so.
Where an incident or near miss has occurred, the Registered Manager must determine whether it requires notification or referral under any applicable statutory, contractual, safeguarding, health and safety, medical-device or CIW reporting arrangements. Evidence, equipment records and relevant documentation must be preserved where an investigation may be required.
Where the absence or failure of equipment means that {{org_field_name}} can no longer safely meet the individual’s assessed needs, the service must immediately notify the individual, any representative, the service commissioner and the placing authority, as applicable, and work with them to establish safe alternative arrangements.
4.7 Working with External Agencies
Where specialist assessments, funding, or installation services are needed, {{org_field_name}} will collaborate with:
- Local authority occupational therapists for home adaptation assessments.
- Disabled Facilities Grant (DFG) teams to secure financial support for eligible service users.
- NHS and private suppliers of mobility aids and equipment.
- Care and Repair Cymru or similar home adaptation services.
Effective communication with external agencies ensures that service users receive timely and appropriate adaptations.
4.8 Equipment Responsibility and Records
For every significant item of mobility or moving and handling equipment used by staff, the individual’s records must identify, as applicable:
- the equipment description and unique identification number;
- the owner and supplying organisation;
- the purpose for which the equipment is used;
- the individual assessment or prescription relating to its use;
- relevant safe working load information;
- required accessories, including sling type and size;
- the person or organisation responsible for routine checks;
- the person or organisation responsible for servicing and maintenance;
- the person or organisation responsible for statutory thorough examination;
- the date of the most recent inspection, service or thorough examination;
- the due date of the next inspection, service or thorough examination;
- arrangements for reporting defects and obtaining emergency repair or replacement; and
- any restrictions or specific safety instructions.
{{org_field_name}} must maintain a system for identifying equipment used by staff that is approaching or has passed a required inspection, servicing or thorough examination date. Equipment must not be used by staff after the relevant due date unless a competent person has confirmed in writing that its continued use is safe and legally permissible.
5. Related Policies
This policy aligns with:
- Risk Management and Assessment Policy (DCW18) – Covering home safety assessments.
- Health and Safety at Work Policy (DCW16) – Ensuring staff and service users remain safe when using mobility aids.
- Safe Care and Treatment Policy (DCW11) – Covering risk prevention and emergency procedures.
- Moving and Handling Policy (DCW37) – Ensuring staff assist service users safely.
- Incident Reporting Policy – covering equipment failures, injuries, near misses, investigation and external reporting requirements.
- Mental Capacity and Consent Policy – covering consent, decision-specific capacity assessments, best-interests decisions and least restrictive practice.
- Staff Training and Competency Policy – covering equipment-specific training, competency assessment and reassessment.
- Record Keeping Policy – covering provider assessments, personal plans, risk assessments, equipment records and inspection or examination documentation.
- Dignity and Respect Policy (DCW08) – Ensuring adaptations promote independence and dignity.
6. Policy Review
This policy will be reviewed annually or sooner if required due to:
- Changes in CIW regulations or best practice guidance.
- Feedback from service users or staff identifying improvement areas.
- New developments in mobility equipment and home adaptation technology.
Responsible Person: {{org_field_registered_manager_first_name}} {{org_field_registered_manager_last_name}}
Reviewed on: {{last_update_date}}
Next Review Date: {{next_review_date}}
Copyright © {{current_year}} – {{org_field_name}}. All rights reserved.