EHCP Annual Review Form · Web viewsend the word version of the form (Parts 1 and 2) electronically via SECURE EMAIL – and put in the Subject Line: ANNUAL EHCP REVIEW FORM FOR NAME

Community Learning and CommissioningJuly 2018

Annual Review for Children/Young People with an EHC plan

(* or Emergency/Six-monthly/Transitional/Phase Review)

This form should be completed on at least an annual basis, in respect of every child or young person with an Education, Health and Care plan. The form must be typed and not handwritten.

Reviews should be: Person-centred Focus on the child or young person’s progress towards achieving the outcomes specified in the

Education, Health and Care plan.

Please read the associated guidance and fully complete all relevant sections of this form: Part 1 of this form (sections A to E) should be completed and sent out to parent/carers, the young

person (post-16) and invited professionals, TWO WEEKS BEFORE the review date.

Part 2 of this form (sections F to K) should be completed during the review meeting (including minutes) and circulated to everyone invited WITHIN TWO WEEKS of the meeting.

Review DetailsDate of EHCP review meeting: Date of previous review meeting:

Date of current EHCP: Is this a Year 9 transitional review? Yes No

PART 1 Personal details, Provision, Progress and Attainment

A - Child names/personal details

Child/young person’s legal surname:Child/young person’s forename(s):

Surname also known as (if applicable): Prefers to be known as:

Date of Birth: Religion: Gender:

Address of Child/young person (including Postcode):

School/post-16/Early Years setting: Year group:

Date of admission to current setting: Placed out of normal age group?

If the young person has reached the end of the academic year in which they turn 16 or beyond, they may wish to share their contact details if different from above (address/tel/mob/email):

Child’s personal and parent/carer details - continued

EHCP Annual Review Form Page 1

A.1 Contact details of all persons with parental responsibility under Children & Families Act 2014:

Parent/Carer 1 Parent Carer 2

Title: Title:

Family Name: Family Name:

Forename(s): Forename(s):

Address (including postcode):

Address(including postcode):

Telephone(Home):

Telephone(Home):

Telephone(Mob or Work):

Telephone(Mob or Work):

Email address: Email address:

Relationship Relationship

State any barriers to communication eg EAL, hearing impairment?

State any barriers to communication eg EAL, hearing impairment?

Languages spoken in the home:

Preferred Language:

Support required with interpreting communications? Yes No

A.2 Is the child subject to a care order or to any other court order? Yes No

Details of the care order if ‘Yes’

Social Worker’s details:

Name

Phone

Email Address

Is the child/young person from a Services (Armed Forces) family? Yes No

Is the child/young person from a Traveller family? Yes No


From the end of the academic year in which a young person turns 16 or beyond, a young person may wish to be fully involved in the process and be supported by a family member or friend who will, for example, receive correspondence on their behalf, fill in forms, attend meetings, make telephone calls and help make decisions.

If this is the case, please tick ‘yes’ and provide details (name/ address/ tel no/ email/ relationship) below: Yes No

Name of support person:

Address:

Telephone number / email address:

Relationship (e.g parent, carer, friend):

A.3 Checklist of reports/advice to be distributed a fortnight prior to the Annual Review meetingDelete/ Add as necessary Name Contact Details Advice

Attached? (Yes / No)

School’s Contribution

Parental Contribution

Child’s Contribution

Educational Psychologist

Specialist TeacherSpeech and Language Therapist

Teaching Assistant

Social Worker

Medical (specify)

IAG – Information, Advice & Guidance/ Careers Adviser

Other (specify)


B - Review of child/young person’s outcomes as identified in sections (E to H2) of the EHC Plan

Have the young person’s aspirations changed? If so, please indicate new aspirations in the box.

Short-term aspirations:

Long-term aspirations:

B.1 Describe and review existing long-term and short term outcomes. New outcomes will be agreed in part 2 of this form so please do not add new outcomes here.

Category of need Long-term outcomes from section E of the

EHC Plan:

Has the outcome

been met?(yes/no/partially)

Short-term/steps towards outcomes from section E

of the EHC Plan

Has the outcome

been met?(yes/no/partially)

What provision has been put in place to help the

child/YP achieve the outcomes? State who has done what, when and how often specifically for each

outcome:

Cognition and Learning /(PfA) Education, Employment and world of work

Communication and Interaction /(PfA) Being part of the community, family life and friendships

Social, Emotional and Mental Health /(PfA) Healthy living and positive well being

Sensory and/or Physical Needs /

Independence and Self Help


(PfA) Independent living and housing

Note: Where the plan is likely to be ceased within the next 12 months, the annual review should consider good transition planning.

For further guidance on preparing for adulthood reviews, see Chapter 8 of the Code of Practice: Preparing for adulthood from the earliest years.


C - Child/Young Person/Parent/Carer’s views, wishes and feelings

C.1 Parent’s contribution What are the parents’ views of the past year’s progress and their aspirations for the future?

Attached

Minutes

Verbally Shared

Other

C.2 Child/Young Persons contribution Since the last review what has gone well? What have they achieved and what are they good at? What has helped/not helped them?

Attached

Minutes

Verbally Shared

Other

*If Child/Young Person’s contribution not attached please explain why:


D Educational Contribution

D.1 Update on Special Educational Needs, Development, Learning and Progress Provide any UPDATES to these sections (progress, current needs etc). An annotated EHC Plan to highlight any out of date information which needs to be removed from the EHC Plan is essential.

DO NOT need repeat information already included in the EHC Plan

From Year 9 onwards please include information on Preparing for Adulthood. Cognition and Learning: Updated strengths:

New Needs:

Communication and Interaction:

Updated strengths:

New Needs:

Social, Emotional and Mental Health:Updated strengths:

New Needs:

Sensory and/or Physical Needs:Updated strengths:

New Needs:


Independence and Self-Help:Updated strengths:

New Needs:


D.2 Development and Learning, Progress and Attainment Provide any updates to these sections. You DO NOT need to repeat information already included in the EHC Plan. Attainment and progress EYFS Attainment in main curriculum areas Complete table to record long-term attainment/ ability assessments/milestones using EYFS Areas of learning. Be specific and record in 6 monthly age bands. Attach more detailed information if required regarding tracking, e.g. use of CASPA in special schools

Communication and Language Physical Development Personal, Social and EmotionalAssessment

dateAge in Months

Listening Understanding Speaking Moving and

Handling

Health and Self-care

Self Confidence Awareness

Managing Feelings and behaviours

Making relationships

Issue of EHCP or Last review:

1st term following issue of EHCP or last review

Current:

Literacy Maths Understanding the World Expressive Art and Design

Assessment date

Age in Months

Reading Writing Number Shapes, Space and Measure

People and Communities

The World

Technology Exploring using media

and materials

Being Imaginative

Issue of EHCP or Last review:

1st term following issue of EHCP or last review

Current:



School assessments: age 4-16 years (please delete section if not applicable):Include P levels if working towards Level 1

Subject Attainment at previous review(Date)

Current assessment(Date)

Has the progress met predictions?

Commentseg please note if support was given; if current attainment is below predicted level, please give detailed comments.

Speaking and listening

Reading

Writing

Overall subject level

Maths(Overall subject level)

Standard test results and/ or entry assessment for Reading, Spelling and Numeracy

Name of test: Date of test: Chronological age: Result:

GCSE Stage Courses

Subject/ name of course Level being studied

Current assessment

Predicted Comments

Post-16 Courses (please delete section if not applicable):


Current assessment

Predicted Comments


Details of any other courses/internships (please delete section if not applicable):


Current assessment

Predicted Comments


D.3 Educational Contribution

Current provision

Details of existing provision. Be specific about the level and quantity, duration and ratio of all interventions.

You must attach an individualised pupil’s timetable including details of when specific provision is taking place. Timetable attached?

Yes

Level of need. What is provided? Frequency/ Duration

Provided by whom? (Teacher/ TA/ Therapist)Indicate whether:

Universal Targeted Specialist

Staff/Pupil Ratio

Summary of progress and effectiveness of provision.

Cost of targeted intervention.£

Whole Class

Small Group

Individual


Staff Training Give evidence of relevant staff training undertaken since the last review specific to this pupil’s SEN, including medical needs:

If the Child or Young Person is in a specialist setting have they had opportunities for inclusion in mainstream settings? Please give details.If no, please indicate why this is not deemed appropriate.

Specialist Equipment, IT and / or Technical Aids– where applicable Give details of equipment used e.g. special chairs/plinths/walkers etc, their suitability and review of use, and confirm if funded by LA


E Health Needs

E.1 Health Care Plan Does the child/young person have a Health Care Plan?

* If ‘Yes’, please review and attach to this report. Yes* No

E.2 No Health Care PlanIf no Health Care Plan but the child/young person has routine medication or routine health provision, please review the education arrangements and provide an up to date summary of support received.

Comments:

F- Social Care Needs

F.1 Social Care/Early Support Plan Does the child/young person have a current CAF/Social Care Assessment?

* If ‘Yes’, please review and attach to this report. Yes* No

Details of Respite Care.Family SupportEarly HelpChild In NeedChild ProtectionLooked After ChildrenOther (please specify)

G -Travel Assistance Needs

Does the child/young person receive travel assistance funded by the LA? YES* NO

* If Yes, complete with the parent/carer the ‘Travel Assistance Review Form’ and attach to this paperwork to enable an update of information for the Passenger Transport Team.

It is vital that Travel Assistance is reviewed and discussed at the Review Meeting.

The LA has limited resources for the provision of transport so it is critical that travel assistance is only given or continued where it is genuinely needed. Where transport is deemed necessary it is essential that the assistance given is appropriate to the needs of the child/young person but is equally the most cost effective solution available to the LA.

H - Personal BudgetDoes the child or young person have a personal budget? Yes No


Provide an update on the personal budget and its effectiveness to achieve the identified outcomes? State any proposed changes to the Personal budget


PART 2 - Questions for discussion and recommendations (to be completed during the Review Meeting)

I - Child details:

Forename of Child/Young person:

Date of Birth:

Surname of Child/Young person

Date of Annual Review meeting:

I.1 Person-Centred questions, progress and action/outcome planning

Person-Centred information

What is it we like and admire about the child/young person

What is important to the child/young person now and in the future?

What is important for the child/young person now and in the future?

What support and help does the child/young person need to stay happy, safe and achieve?

What achievements have the child/young person made?

Questions to answer / issues to resolve

What is working well? What is not working well?

Child’s View

Family’s View

School’s View

Other’s View


I.2 Preparing for adulthood This section MUST be completed for pupils in year 9 and above

Areas to be considered as part of the meeting

Comments and details of discussion Next steps/actions Is this included in the EHC plan (Yes/No)

What are the child/ young person’s aspirations for when they leave education or training?

Every Student MUST have access to impartial Careers, Information, Advice and guidance.

Has the child/young person had advice and support to achieve their long-term outcomes/aspiration?

What does the child/young person need to support their move to independence and adulthood?


I.3 Updated Outcomes for Section E of the EHC PlanIf any changes are being made to the costed provision, please attach amended timetable.

Please complete for all children/young people. For those in Year 9 and above, also include Preparation for Adulthood themes.

Outcome (include any unmet, updated and new outcomes from

the EHCP)

New /amended short-term/steps towards

outcomes.

Specific provision to meet step towards outcome

By whom and how often

Action Plan (e.g. referrals or actions to be made as a result of today’s review etc)EHCP Annual Review Form Page 19

Action By Who By When


I.4 Change of education phase placement

Identify any change of phase placements that are (still) being considered by parents/carer/young person at this time. Include details of who the options have been discussed with, which settings have been/will be visited and the reasons for preferred placements. More than one option can be identified.

Transition year group Preferred placement Parents’/ Guardians’ comments

Child/ Young person’s comments

Early years setting to school

Infant school to Junior school (if separate settings) Primary school to Secondary school Secondary school to a Post-16 setting or Apprenticeship

Post-16 setting to further education placement (including apprenticeships)

J - Other information relevant to the Child/Young Person’s needs

Have other services not identified in Part 1 of this form, e.g. CAMHS, been involved with this child/young person during the past year? Yes* No

* If Yes, please give details:

Factors identified as affecting the achievement of targets, such as teaching arrangements or significant changes in child’s/young person’s circumstances:

J.1 Social Care NeedsProvide a summary of any NEW social care needs the child/young person may have- include the involvement of any social care or early help professionals.

For young people 16 and over, please indicate if they are likely to have social care needs once they reach 18 and any possible provision or assessments they might need.



J.2 Action Plan (e.g. referrals or actions to be made as a result of today’s review etc)

Action By Who By When


K - Invitees/attendees & minutes of the annual review meeting and recommendations madeK.1 Annual review – invitees and attendees

Name of those INVITED to the Annual Review Meeting

Attendance? Apologies Received?

Written Contribution /

Advice / Report?

Role Address for correspondence (including email address if possible)CAUTION: If intending to communicate via email please ensure any personal information is only

sent using SECURE EMAIL methodsYes No Yes No Yes No

Child/ Young Person As shown on front sheet

Parent/Carer As shown on front sheet

SENCO

SEN Inclusion OfficerEducational PsychologistIAG/Careers Adviser (Year 9s and above)

Other- Specify here:







K.2 Annual Review Minutes


K.3 Recommendations regarding provision In your opinion are all the aspects of the provision specified in the EHCP being provided? (this should be clearly evidenced in the provision map/student’s timetable attached in section D or I.3 of this form)

YES NO*

* If no, please give details below:

K.4 Recommendations regarding decisionIt should not be assumed that EHC Plans will be maintained with the current level of funding unless evidenced appropriately during the review.

Maintain EHCP without amendment

(specify reasons in Section

K.4. (i) below)

Cease EHCP (specify suggested

amendments in Section K.4. (ii) below)

Amend EHCP (specify suggested

amendments in Section K.4. (iii)

below)

(i) If the recommendation is to MAINTAIN the EHCP, please specify reasons below:

(ii) If the recommendation is to CEASE the EHCP, please specify below:

(iii) If the recommendation is to AMEND the EHCP, please specify below:

Section(s) of EHCP requiring amendment (please tick)

What evidence supports the amendment? (e.g. updated EP report/medical report/minutes of annual review meeting)

A

B

C

D

E

F


G

H

If the child/young person is currently in specialist provision – can the child/young person’s needs be met in a mainstream placement? (YES/NO)

Has the child/young person’s SEND difficulties changed significantly that another full statutory assessment should be considered? (YES/NO)

L- Authorisation

Authorisations by parent/carer or young person needed only if social care are involved

I agree that Social Care can share relevant information on my child with those involved in the Annual Review:Completed by: Parent(s)/carer(s) Parent/carer name(s) (BLOCK

CAPITALS):Parent/carer Signature(s): Date:

I agree that Social Care can share relevant information about me with those involved in the Annual Review:OR Completed by Young Person (from end of the academic year in which they turn 16 and beyond)

Young Person’s name (BLOCK CAPITALS):

Young Person’s Signature: Date:

Authorisations by Setting (must be signed or the paperwork will be returned to you incomplete) Compiled by: Name (BLOCK CAPITALS): Role In the event of a query, please contact:

POET Survey:(Please tick to indicate which survey is attached)

Professionals survey.

Parent/Carer survey.

Child/Young personsurvey.


I hereby confirm that this is an accurate note of the Annual Review meeting:

Headteacher’s/ Manager’s/ Principal’s Signature:

Name (BLOCK CAPITALS): Title: Signature: Date:

M. How and Where to send this form

Ensure you send the completed Part 2 of the report, Two weeks of the Annual Review Meeting together with any written advice not previously circulated to the

SEN Team (see below), the Educational Psychologist Team, the Parents/Carers/Young Person and all who were invited to attend the Annual Review Meeting

Before the meeting, please send Part 1 of the form/attachments and after the meeting please send Part 2/additional attachments.

When sending to the SEN Team, it would be appreciated if you sent: 1. the form (Parts 1 before and Part 2 after the meeting) with relevant attachments in hard copy by courier OR2. send the word version of the form (Parts 1 and 2) electronically via SECURE EMAIL – and put in the Subject Line: ANNUAL EHCP REVIEW FORM

FOR NAME OF CHILD - PART 1 or 2 (specify which Part). If you would like us to accept paperwork without a hardcopy following, an electronic signature on the signature page must be present.

1. Via email - YOU MUST USE SECURE EMAIL as follows:

a. You may send this form electronically, by attaching to email and also scanning the Authorisation pages and attachments. Please put in the Subject Line either: Request for an EHC Needs Assessment OR Submission of Statutory Advice

b. If sending from a bournemouth.gov.uk email address, simply send to: [email protected]. This will automatically be secure.

c. If sending from other email addresses, you will need to send via a Clearswift account – a secure website portal where you set up an account with your email address and password. If you don’t have a Clearswift account set up with us, please call the SEN Team on 01202 456162.

Data Protection Act 1998 The Data Controller for Bournemouth Borough Council is Head of IT Services. This information is being collected for the purpose of administering referrals, but may be used for the wider purpose(s) of the provision of education services. When you complete this document, you are providing your consent for the Council to hold and use this personal information for these purposes. The


mailto:[email protected]

information you provide may be disclosed to: other internal directorates, those with parental responsibility, healthcare, education establishments, other LAs, the DCSF, the diocesan boards, courts and tribunals.


Documents

EHCP Annual Review Form · Web viewsend the word version of the form (Parts 1 and 2) electronically via SECURE EMAIL – and put in the Subject Line: ANNUAL EHCP REVIEW FORM FOR NAME