Information and tools for Micro-Providers
Welcome to the Resource Centre for anyone wishing to set up and run a micro-care enterprise. Here you’ll find guidance, templates, and tools to help you deliver high-quality, professional, and safe care while managing your business effectively.
Every micro-provider registering with Local Help My Way should create and maintain a professional portfolio. This can be in any format you prefer—such as a ring binder or document wallet—but it should always be well-presented and kept up-to-date.
The first four sections of your portfolio are part of the verification process and must be completed for your listing to go live. The remaining sections are helpful but not compulsory; some are strongly recommended based on the experience of similar schemes and good practice within social care. These include areas such as financial management and wellbeing, which are designed to support you in running a safe, professional, and sustainable service.
Keeping your portfolio current demonstrates your commitment to quality, professionalism, and ongoing development, and helps build confidence with clients and the Local Help My Way Network
1.DBS (enhanced) check
You’ll need an enhanced or fit-for-purpose DBS certificate dependent on service offered, issued within the last three years. Self-employed applicants cannot apply directly, but NACAS (National Association of Care and Support Workers) can carry out the check and send the certificate to you. Click here for details You must provide your DBS number, and show us the original certificate.
2.Your Insurance Certificates
Every micro-provider must have appropriate insurance to protect themselves, their clients, and their business. It provides financial and legal cover for accidents, injuries, or property damage while delivering support. The right insurance demonstrates professionalism, responsibility, and commitment to safe practice. For more information click here.
3.The Quality Standard
Our Quality Standard ensures Community Micro-Providers in Staffordshire deliver safe, reliable, and person-centred care. It sets clear expectations for professionalism, safeguarding, and quality. Providers must sign up to show their commitment, maintain high standards, and protect those they support. For more information and to sign up, click here.
4.Proof of employment status
Proof of employment status shows whether a provider is self-employed, part of a small company, or a community organisation. Self-employed micro-providers must obtain a HMRC-issued Unique Tax Reference (UTR), while companies or organisations provide registration documents. This confirms legal, tax, and insurance compliance. To register and get a UTR, click here.
5. Your Policies
Every micro-provider should have policies reflecting their services to ensure safe, consistent, and professional practice, support legal compliance, protect clients, and build trust. Up-to-date policies show accountability and commitment to quality and behaviour. For essential policy templates and Support Staffordshire training on good policy practice, click here.
6.Training and Qualifications
Relevant training and certificates demonstrate your skills, knowledge, and commitment to safe, high-quality care. They show your dedication to continuous learning and maintaining high standards as a micro-provider.
Click here to see what training is needed for different types of support and where to find it.
7. Care Planning & Recording
Planning and recording care ensures support is safe, consistent, and meets each person’s needs and preferences. Good planning identifies priorities, sets achievable goals, and organises care effectively. Accurate records support communication, monitor well-being, and provide evidence of care. Click here for care planning and recording templates.
8. Blank terms of Service
Every micro-provider should have clear Terms of Service—a written contract signed by both provider and client (or their representative). It should outline services, costs, payment, cancellations, confidentiality, and complaints. A contract ensures transparency, protects both parties, and sets clear expectations. Click here for a template.
9. References
A reference from a client demonstrates the quality, reliability, and impact of a micro-provider’s support. Positive feedback shows others the provider meets needs effectively, while any constructive feedback and improvements highlight accountability and commitment to better practice, giving new clients confidence in the care and support offered.
10. Managing Risk
Every micro-provider should carry out risk assessments to identify and reduce hazards for themselves, clients, and others. Regular reviews and records ensure care is safe, respects independence, prevents accidents, and responds to changes. This demonstrates good practice and accountability. Click here for risk assessment templates.
11. Planning & Finances
Running a micro-provider service means balancing quality care with the practicalities of running a small business. Planning the road ahead, keeping clear records and understanding your finances helps you stay organised and make confident decisions. For business resources and templates to help you manage your enterprise click here
12. Your Health & Well being
Looking after your own health and wellbeing is essential as a micro-provider. Rest, exercise, healthy eating, and managing stress protect your energy and focus, helping you provide high-quality support. Caring for yourself also means it’s okay to ask for help when needed. Click here for resources.
