EHCP Annual Review Form Working Draft Nov 17 Web viewReport must be typed/word ... the setting must prepare and send a report of the meeting to ... of ‘support person’ & attach

Community Learning and CommissioningNovember 2017

WORKING DRAFT

Annual Review/Interim Review for pupils with an EHC plan

Annual Review/Interim Review Formfor Children/Young People 0-25 who have an Education Health and Care Plan (EHCP)

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

This form should be completed on at least an annual basis, in respect of every child or young person on roll for whom the Local Authority (LA) continues to maintain an Education, Health and Care plan.

Reviews should be Person-centred and focus on the child or young person’s progress towards achieving the outcomes specified in the Education, Health and Care plan.

Report must be typed/word processed.

Please ensure that you have read the guidance before you complete this form and fully complete all relevant sections. If preferred, information can be provided by attaching separate documents; please indicate this next to question.

A copy of this report should be sent out to parent/carers, the young person (post-16) and invited professionals, two weeks before the review date. Once the meeting has been held, the setting must prepare and send a report of the meeting to everyone invited within TWO WEEKS of the meeting.

This form is in 2 partsPart 1 –Personal details, provision, progress and attainment Sections A to E to be completed by setting before the Annual Review meeting. Part 1 of this form & any other Review contributions received must be circulated at least two weeks before the Review meeting to all invited to the meeting. Use the Invitee listing in Section 2 as your aide memoire and it also doubles up as the attendee confirmation page for use at the meeting.

Part 2 - Questions for discussion & recommendations Sections F to K to be completed during 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

1 Personal details, Provision, Progress and Attainment(to be circulated at least a fortnight prior to the meeting)

Child’s Personal details and meeting review dates A1 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:

document.docx Page 1

Date of Birth: Religion: Gender: M F

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):

A2 Child’s/Young Person’s One-Page Profile with photo/drawing - update

Attach an updated One-Page Profile by the child/young person Yes No

Child’s personal and parent/carer details - continued

(Note: it is essential to complete this section so that the LA may be kept updated of the child’s/young person’s parent/carer details. Please attach a separate sheet if necessary)

A3 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.5. Is the child subject to a care order or to any other court order?(If ‘Yes’, give details of nature of order & the name, address, tel, email of the Social Worker):

Yes No

Details if ‘Yes’: Social Worker’s name/contact details:

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, is this person the parent/carers in Section 1c? Yes No*

* If NO, please provide details (name/address/tel no/ email/ relationship) of ‘support person’ & attach this as an appended sheet

Support Person Appended sheet?

Yes No

Does the young person want the ‘support person’ to receive correspondence on their behalf? Yes No

A.4.Checklist of reports/advice to be distributed a fortnight prior to the Annual Review meetingDelete/ Add as necessary Name & Contact

DetailsAdvice Attached? Yes / No

Attending Review meeting?

School’s ContributionParental ContributionChild’s ContributionEducational PsychologistSpecialist TeacherSpeech and Language TherapistTeaching AssistantSocial WorkerMedical (specify)IAG – Information, Advice & Guidance/ Careers AdviserOther (specify)


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

What are the child/young person’s aspirations and have these changed since the last review? If so please state new aspirations:

B.1. Please use this Section to describe and review progress towards IDENTIFIED OUTCOMES and the progress made towards achieving them.

Category of need Outcome being reviewed What provision has been put in place to help the child/YP

achieve the outcomes? State who has done what,

when and how often

Has the outcome been met?

(yes/no/partially)

Comments on progress

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


For YEAR 9 AND ABOVE, please consider wider outcome categories: Preparation for Adulthood (PfA) or those provided in the outcome focused reviews document.

Note: Where the young person is nearing the end of their time in formal education and the plan is likely to be ceased within the next 12 months, the annual review should consider good exit planning. Support, provision and outcomes should be agreed that will ensure the young person is supported to make a smooth transition to whatever they will be doing next – for example, moving on to higher education, employment, independent living or adult care. 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

C1 Parent’s contribution What are the parents’ views of the past year’s progress and their aspirations for the future? What do they think has helped and what are their child/young person’s strengths? What involvement has there been with parents, i.e. dates of meetings or other contact?

Attached?

YES NO

C2 Child/Young Persons contributionSince the last review what has gone well? What have they achieved and what are they good at? What has helped/not helped them? What are their hopes for the future?

N.B. The school should ask the child/young person to contribute to the review in a suitable format (e.g. ideas, comments, video, one-page profile). This may be done through the school and/ or via the parent in a format suitable for the child’s needs.

Included?

YES NO


D- Educational ContributionD.1. Update on Special Educational Needs, Development, Learning and Progress Provide any updates to these sections. You do not need to repeat information previously submitted.(You can also attach an annotated copy of the current EHCP if you prefer. Please indicate this below)

Comment on the current progress of the child/young person, including details about their current learning needs. From year 9 onwards please include information on Preparing for Adulthood. Cognition and learning:

Communication and interaction:

Social, Emotional and mental health:

Sensory and/or physical needs:

Independence and self-help:


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

D.2. Development and Learning, Progress and Attainment Provide any updates to these sections. You do not need to repeat information previously submitted.

(Alternatively, you can attach an annotated copy of the current EHCP if you prefer. Please indicate this below) Early Years assessments: age 0-4 years (please delete section if not applicable):Foundation Stage Profile of current levels of attainment – Development Matters Levels and/ or Early Years Foundation Stage (EYFS) Profile results

EYFS Area Attainment at previous review(Date)

Current Assessment(Date)

Predicted level or age expectations

If current attainment is below age expectations, please give detailed comments. Please also state areas of Strength

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.

English


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 CoursesSubject/ name of course Level being

studiedCurrent assessment Predicted Comments

Post-16 Courses (please delete section if not applicable):Subject/ name of course Level being

studiedCurrent assessment Predicted Comments

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


Subject/ name of course Level being studied

Current assessment Predicted Comments


D-Educational Contribution

D3 Current provision

Details for existing provision (including specialist programmes) including from school/setting or Local Authority, e.g. Outreach Service, Specialist Support Services and Health provision. Be specific about the level and quantity, duration and ratio of targeted intervention (teaching assistant, teacher, therapy support).

Provide costings of support in the table below. If you have chosen to attach an individualised provision map with indicative costings, please indicate here:

Provision Map attached?

Yes No

Level What is provided? Frequency/ Duration

Provided by whom? (Teacher/ TA/ Therapist)

Staff/Pupil Ratio

Summary of progress and effectiveness of provision. Please include any areas where provision may need to be changed.

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:

Provide a summary of on the overall impact of current provision and the progress of the child/young person, including information on well-being, behaviour and progress towards independence.


E-Health Needs

E1 Health Care Plan Does the child/young person have a Health Care Plan?

YES* NO

* If ‘Yes’, please review and attach to this report.

Comments:

E2 Staff TrainingWhen did staff last receive training to address child’s/young person’s medical needs?

Comments:Date:

E3 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

F1 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.

Comments:

Yes No

F2 Social Care NeedsProvide a summary of any 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. Please identify any possible provision or assessments they might need.


H- Personal BudgetDoes the child or young person have a personal budget? Yes NoHas an audit of the budget been undertaken?If yes, provide the date: Yes NoProvide an update on the personal budget and its effectiveness to achieve the identified outcomes? State any proposed changes to the Personal budget

G-Travel Assistance Needs

G1 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. Carefully consider the individual circumstances of the child/young person to establish if there appears a continued need for transport assistance. Where you believe, there is, also consider the risks and benefits of possible transition to a different transport solution that might be more appropriate to the young person’s current needs.

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.


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

I - Child details: To help match this Part 2 to the Part 1 you’ve already circulated

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?

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

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

What significant 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?

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. Action Plan and updated outcomes

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

Outcome (include any unmet outcomes from the EHCP)

Steps to be taken When and who will do this? Follow up and monitoring


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

Post-16 setting to Apprenticeship

Post-19 to Independent Education Provider

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:


K- Invitees/attendees & minutes of the annual review meeting and recommendations madeKI Annual review – invitees and attendeesPlease note the child/young person is expected to participate in the review.

Circulate this sheet for completion by those present at the meeting – if attendees are encouraged to record their address it will save you time and ensure they receive a copy of this report promptly.

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:






K2 Annual Review Minutes


Minutes of the Annual Review meeting outlining the discussion that took place to be noted below. You may wish to include a copy of the contributions shared as part of the Person-Centred process.


K3 Recommendations RE provision In your opinion are all the aspects of the provision specified in the EHCP being provided?

YES NO*

* If no, please give details below:

K4 Recommendations RE decisionNote it is not expected that EHC Plans will be updated on a yearly basis. Plans are more likely to be updated at:

the end of Key Stages at placement changes or where there has been a significant change in need.

However, amends should still be noted and SEN will consider these for inclusion at a later date.

Maintain EHCP without amendment

Cease EHCP (specify reasons in

SectionJ.4. (i) below)

Amend EHCP (specify suggested

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

K4 (i) If the recommendation is to cease the EHCP, please specify reasons below:

K.4 (ii) If the recommendation is to amend the EHCP, please specify below: Note - it is not expected that EHC Plans will be updated on a yearly basis. Plans are more likely to be updated at:

the end of Key Stages at placement changes or where there has been a significant change in need.

However, amends should still be noted and SEN will consider these for inclusion at a later date.Section(s) of EHCP requiring amendment

Indicate clearly which aspects of the EHCP are felt to be no longer relevant and highlight areas within professional reports that form the basis of the amendments. If you prefer you may annotate a copy of the current EHCP, showing deletions and additions.

Reference to written report/ evidence to support recommended amendment

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 SettingCompiled by: Name (BLOCK CAPITALS): Role In the event of a query, please contact:

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:

Ensure you send this report, together with any written advice not previously circulated to the SEN Team, the Educational Psychologist Team, the Parents/Carers/Young Person and all who were invited to attend the Annual Review Meeting within 5 school days of the Review Meeting

M How and Where to send this form


Ensure you send the completed Part 2 of the report, within 5 school days 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 AND2. send just 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)

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.


mailto:[email protected]

Documents

EHCP Annual Review Form Working Draft Nov 17 Web viewReport must be typed/word ... the setting must prepare and send a report of the meeting to ... of ‘support person’ & attach