Nonprofit Client Intake Form Template for England and Wales

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Key Requirements PROMPT example:

Nonprofit Client Intake Form

"Need a Nonprofit Client Intake Form for our mental health support center that includes detailed medical history sections and emergency contact protocols, compliant with UK GDPR and mental health regulations, to be implemented by March 2025."

Document background
The Nonprofit Client Intake Form is a crucial document for charitable organizations operating in England and Wales, designed to streamline the initial contact process with potential service users. This document ensures compliance with UK data protection regulations while gathering necessary information about clients' needs, circumstances, and eligibility for services. It serves as both a legal record and a practical tool for service delivery, enabling organizations to make informed decisions about resource allocation and support provision.
Suggested Sections

1. Personal Information: Collection of client's basic contact details, identification, and demographic information

2. Privacy Notice and Data Protection: Explanation of how personal information will be collected, used, stored and shared in compliance with UK GDPR and Data Protection Act 2018

3. Service Requirements: Details of specific needs, circumstances, and reasons for seeking assistance from the nonprofit

4. Consent Declarations: Client authorizations for data processing, service provision, and information sharing

5. Eligibility Confirmation: Verification of client's eligibility for services under charity guidelines and relevant legislation

Optional Sections

1. Medical Information: Details of relevant health conditions and medical requirements when health-related services are provided

2. Financial Assessment: Income and expenditure information when means-testing is required for service access

3. Emergency Contact Details: Alternative contact information for crisis situations or ongoing support services

4. Safeguarding Information: Additional details required when working with vulnerable adults or children

5. Access Requirements: Specific accommodations needed for disability or accessibility purposes

Suggested Schedules

1. Privacy Policy: Detailed information about the organization's data protection practices and privacy procedures

2. Service Agreement Terms: Detailed terms and conditions of service provision and client engagement

3. Rights and Responsibilities: Comprehensive outline of client and organization obligations, expectations, and complaint procedures

4. Safeguarding Policy: Organization's procedures for protecting vulnerable clients and reporting concerns

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant Industries
Relevant Teams
Relevant Roles
Industries

UK GDPR and Data Protection Act 2018: Key legislation governing how personal data must be collected, processed, stored and protected. Essential for client intake forms as they typically collect personal information.

Privacy and Electronic Communications Regulations (PECR): Specific rules for privacy rights regarding electronic communications, relevant if the intake form includes communication preferences or electronic contact details.

Charities Act 2011: Primary legislation governing charitable organizations in England and Wales, setting out requirements for charitable operations and governance.

Charities (Protection and Social Investment) Act 2016: Additional regulations for charities, including provisions for protection of charitable assets and social investment powers.

Equality Act 2010: Ensures non-discriminatory practices in service provision and requires reasonable adjustments for accessibility in forms and services.

Care Act 2014: Relevant when working with vulnerable adults, setting out safeguarding obligations and standards of care.

Children Act 1989 and 2004: Essential legislation when working with minors, establishing safeguarding requirements and child protection procedures.

Mental Capacity Act 2005: Governs decision-making processes for individuals who may lack capacity to make specific decisions, including consent to services.

Human Rights Act 1998: Ensures respect for fundamental human rights in service provision and organizational operations.

Consumer Rights Act 2015: Relevant if the nonprofit provides services, ensuring fair treatment and transparency in service provision.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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