Social Work employment contract

Local Authority Care Brokerage Officer Employment Contract UK

Set transparent sourcing duties around assessed requirements, viable providers and fair use of public or organisational funds.

Watercolour illustration showing Brokerage Officer at work in Social Work on a pale sage background
This contract includes Review authorised support specifications. Source and compare suitable provider capacity. Negotiate within rate and approval limits. Preview before payment PDF and editable DOCX files after checkoutBuilt for UK employers

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Reviewed for straightforward UK employer use

This page is maintained for UK employers creating brokerage officer contracts for social work. HRHeaven uses a legally validated and solicitor-approved self-service contract framework, with wording for role duties, confidentiality, notice, holiday, probation and practical workplace expectations. It does not replace individual legal advice for complex or disputed circumstances.

Last updated
19 June 2026
Content owner
HRHeaven employment documentation team
Review standard
UK employer template review, versioned clause logic and preview before payment

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What's included in your contract

Job description

Clear role overview and key responsibilities.

Probation period

Clear probation terms for the selected arrangement.

Role-specific duties

Maintained responsibilities, records and authority boundaries for the selected role.

Working hours

Standard and flexible working arrangements.

Holiday entitlement

Holiday terms explained for the selected arrangement.

Confidentiality

Client and company confidentiality.

Disciplinary process

Clear process and employee rights.

Notice periods

Notice terms explained for both parties.

You’ll receive your contract in both PDF & DOCX formats

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Before you create it

Use this Brokerage Officer contract with confidence

Practical checks to help an employer choose the right starting point and prepare the information the document needs.

When to use this contract

Review authorised support specifications, deliver source and compare suitable provider capacity, and deliver negotiate within rate and approval limits.

Workplace context: Care home, community care, client home or agreed care settings.

What makes this role different

Follow the Employer's documented arrangements covering the client groups markets and brokerage routes. Follow the Employer's documented arrangements covering the provider system and information-sharing controls. Follow the Employer's documented arrangements covering the rate negotiation and spending authority. Follow the Employer's documented arrangements covering the urgent-placement and failed-search process. Follow the Employer's documented arrangements covering CQC requirements where applicable.

Not a fit / obtain specialist advice

Recheck the role or obtain appropriate advice if the work would exceed these maintained authority boundaries: A Brokerage Officer identifies providers able to deliver authorised care or support within required timescales and resources. Terms should cover referral specifications, approved provider lists, availability checks, rates, negotiations, conflicts of interest, placement confirmation and failed searches. The officer should not change assessed needs, favour a provider for personal reasons, disclose unnecessary personal data or confirm expenditure beyond delegated authority. Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

What to prepare before you issue it

  • the client groups markets and brokerage routes
  • the provider system and information-sharing controls
  • the rate negotiation and spending authority
  • the urgent-placement and failed-search process
  • the commissioner finance social-work and provider contacts

Day-to-day operating brief

What Brokerage Officer work looks like in practice

A Brokerage Officer identifies providers able to deliver authorised care or support within required timescales and resources. Terms should cover referral specifications, approved provider lists, availability checks, rates, negotiations, conflicts of interest, placement confirmation and failed searches. The officer should not change assessed needs, favour a provider for personal reasons, disclose unnecessary personal data or confirm expenditure beyond delegated authority. Responsible for providing safe, respectful care or support within competence, following care plans, protecting dignity, maintaining accurate care records and escalating welfare, safeguarding, medication or service concerns promptly The Employee is employed as Brokerage Officer in the Employer's Social Work business. The role involves providing safe, respectful care or support within competence, following care plans, protecting dignity, maintaining accurate care records and escalating welfare, safeguarding, medication or service concerns promptly The Employee must follow the social work operational controls that apply to brokerage officer work, including CQC requirements where applicable, safeguarding, care planning, medication procedures, dignity and privacy, accurate record keeping, escalation and safe working requirements The Employee must protect care plans, medication records, service user information, safeguarding records, family communications and any related personal data, operational records, system access details or confidential information accessed while performing brokerage officer duties Brokerage Officer work in Social Work must follow CQC requirements where applicable, safeguarding, care planning, medication procedures, dignity and privacy and the Employer's policies, data protection controls, health and safety rules, records, escalation routes and training requirements Brokerage Officer Safeguarding awareness Person-centred conduct Record accuracy

Responsibilities reflected in the contract

  • Review authorised support specifications.
  • Source and compare suitable provider capacity.
  • Negotiate within rate and approval limits.
  • Confirm placements and accurate service details.
  • Record searches conflicts and unresolved capacity gaps.

A realistic working scenario

A Brokerage Officer identifies providers able to deliver authorised care or support within required timescales and resources. Terms should cover referral specifications, approved provider lists, availability checks, rates, negotiations, conflicts of interest, placement confirmation and failed searches. The officer should not change assessed needs, favour a provider for personal reasons, disclose unnecessary personal data or confirm expenditure beyond delegated authority.

Outputs to agree

  • review authorised support specifications
  • source and compare suitable provider capacity
  • negotiate within rate and approval limits

Records and evidence

  • The client groups markets and brokerage routes.
  • The provider system and information-sharing controls.
  • The rate negotiation and spending authority.
  • The urgent-placement and failed-search process.
  • Care plans.
  • Care notes.

Reporting relationship

Typically reports to Registered Manager, Service Manager, Team Leader or Care Coordinator. Confirm the employer's actual reporting structure in the builder.

Authority and escalation

  • A Brokerage Officer identifies providers able to deliver authorised care or support within required timescales and resources. Terms should cover referral specifications, approved provider lists, availability checks, rates, negotiations, conflicts of interest, placement confirmation and failed searches. The officer should not change assessed needs, favour a provider for personal reasons, disclose unnecessary personal data or confirm expenditure beyond delegated authority.
  • Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Tools and systems

  • Care record systems.
  • Rostering systems.
  • Medication records where authorised.
  • Moving and handling equipment where trained.
  • Secure communication tools.

Workplace context

  • Care home, community care, client home or agreed care settings.

Training and certification

  • Complete employer-required safeguarding training.
  • Complete employer-required health and safety training.

Contract priorities

  • the client groups markets and brokerage routes
  • the provider system and information-sharing controls
  • the rate negotiation and spending authority
  • the urgent-placement and failed-search process

Information the employer should prepare

  • the client groups markets and brokerage routes
  • the provider system and information-sharing controls
  • the rate negotiation and spending authority
  • the urgent-placement and failed-search process
  • the commissioner finance social-work and provider contacts

Individually written and reviewed against the maintained role record.

Maintained role evidence

The facts this Brokerage Officer contract is built around

These role-pack details give an employer something concrete to check before using the contract for social work work.

Work setting

Care home, community care, client home or agreed care settings.

Primary duties

  • Review authorised support specifications.
  • Source and compare suitable provider capacity.
  • Negotiate within rate and approval limits.
  • Confirm placements and accurate service details.

Tools and training to confirm

  • Care record systems.
  • Rostering systems.
  • Medication records where authorised.
  • Moving and handling equipment where trained.

Governance focus

CQC context where applicable. Follow the Employer's documented arrangements covering the client groups markets and brokerage routes. Follow the Employer's documented arrangements covering the provider system and information-sharing controls. Follow the Employer's documented arrangements covering the rate negotiation and spending authority.

Contract builder output

Brokerage Officer clauses and builder inputs

HRHeaven builds the contract from the employer's answers, the selected industry, and the role-specific wording for this job.

Role wording

Brokerage Officer duties

Review authorised support specifications, deliver source and compare suitable provider capacity, and deliver negotiate within rate and approval limits.

Review authorised support specifications. Source and compare suitable provider capacity. Negotiate within rate and approval limits. Confirm placements and accurate service details. Record searches conflicts and unresolved capacity gaps.

Builder answers

What the contract builder captures

Employer and employee details Role title and reporting line Pay, hours and working pattern Holiday, probation and notice Workplace and site rules Company branding and e-sign

Preview before purchase

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Specific clauses

What is added to the finished contract

A Brokerage Officer identifies providers able to deliver authorised care or support within required timescales and resources. Terms should cover referral specifications, approved provider lists, availability checks, rates, negotiations, conflicts of interest, placement confirmation and failed searches. The officer should not change assessed needs, favour a provider for personal reasons, disclose unnecessary personal data or confirm expenditure beyond delegated authority.

Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Follow the Employer's documented arrangements covering the client groups markets and brokerage routes.

Follow the Employer's documented arrangements covering the provider system and information-sharing controls.

£19.99 one-off contractPreview before payment, then download the branded PDF and send for signature.

Employee handbook bundle

Brokerage Officer Contract + Employee Handbook Bundle

Pair the contract with a fully customisable employee handbook and keep the role wording, workplace rules, branding and policies aligned from day one.

Industry-specific policies Contract and handbook generated together UK-focused policy content Easy to edit and maintain

After the contract

Run the employee lifecycle with HR Actions

Once the Brokerage Officer contract is created, HR Actions help social work employers manage the next HR steps: recruitment, probation, performance, absence, disciplinary, grievance and offboarding.

Choose the right level of support

Single HR Action or Unlimited

Buy one HR Action for one employee process, or use HR Actions Unlimited when you expect recurring HR work.

Keep the context together

AI Workspace support

HRHeaven can pre-fill known employee, role, timeline and document facts, then asks the employer to confirm the missing details.

Stay ready for the next step

Timeline, reminders and audit

Each workflow keeps the case history, source context, reminders, documents and completion summary together.

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Frequently asked questions

Can brokerage change the care plan?

No; refer material changes to the responsible assessor.

Who approves rates above limits?

Use the documented financial escalation route.

Are provider relationships declared?

Yes, conflicts must be recorded.

Can all client information be sent to providers?

Share only what is necessary and authorised.

How are failed searches handled?

Record attempts and escalate the unmet need.

Can availability be assumed?

No; obtain current confirmation.

Who confirms the final placement?

Follow assessment and funding authority.

What is handed over?

Specification, provider, rate, start details and unresolved conditions.

View all FAQs

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