Annual reviews

The EHC Review process is just as important as the initial EHC Assessment Process. The EHC review process is part of the ongoing Assess, Plan, Do, Review cycle and provides a structure for the learner and all of those supporting the learner including parents and carers to actively monitor a learner’s progress towards the outcomes in the EHCP while reviewing the accuracy of the information contained within the EHCP. The SEND Code of Practice States “Reviews must be undertaken in partnership with the child and their parent or the young person, and must take account of their views, wishes and feeling”. The EHC Review Meeting is a key element of the EHC review process.

When an EHC Review will take place

An EHCP must be reviewed by the Local Authority at least every 12 months. This will mean that a EHC Review Meeting will take place every year at approximately the same time. This is known as an Annual or scheduled review. For learners under the age of 5 the scheduled review should take place every 6 months.

A review of the EHCP at any other time will be identified as an additional review. An additional review may be held for a number of reasons -

  • to inform a phase transfer for example Primary to Secondary school
  • a change to a learner’s needs or provision
  • because a parent or young person requests a review
  • other reasons including a learner being new to the city of Hull

What will happen before an EHC Review Meeting

Before an EHC Review Meeting the person convening the review meeting (in the majority of cases this will be the educational setting) should contact the parent, carer or young person to agree the date, time and location of the meeting. This will also provide an opportunity for you to share the details of any new individuals who are involved in supporting the learner who should be invited to the Review Meeting.

The person convening the review meeting will gather information from everyone who will be invited to the meeting including parents, carers and learners.

All information and reports gathered must be circulated to all of those invited to the EHC Review Meeting 2 weeks before the meeting.

What will happen at an EHC Review Meeting

The EHC Review Meeting will be held allowing sufficient time to ensure all of those in attendance have an opportunity to share any achievements, progress updates and to discuss any concerns.

The meeting discussions will focus on -

  • the learner’s progress towards their outcomes and longer-term aspirations set out in the EHCP
  • the learner’s development of independence and how they are preparing for adulthood
  • identify any changes to circumstances
  • consider whether the current information remains appropriate
  • consider whether there needs to be any changes to provision or the educational setting
  • consider whether the EHCP should continue

Within the meeting it is likely that notes will be taken to allow the meeting to be written up accurately.

What will happen after an EHC Review Meeting

Within 2 weeks of the review meeting the EHC Review Meeting documentation MUST be completed fully by the person convening the meeting. This together with any written advice which was gathered before the meeting will be sent to -

  • The Local Authority SEND Assessment and Review Team
  • parents, carers or the young person
  • all attendees invited to the review meeting

Within 4 weeks of the review meeting the Local Authority must decide whether it proposes to Maintain the EHCP as it is, amend the EHCP or cease to maintain the EHCP. The learner’s parents, young person and the educational setting must be notified of this decision. This decision marks the end of the EHC Review Process and sets the date by which the next annual EHC Review must be complete.

What happens if the Local Authority agree to amend the EHC Plan

EHCPs are not expected to be amended on a very frequent basis, however there will be times when following an EHC Review the Local Authority propose to amend the EHCP.

The Local Authority SEND Assessment and Review Team will prepare a Notice of Amendment without delay. A copy of the existing plan which includes details of the proposed amendments will be sent to the learner’s parent or young person, including copies of any evidence to support the proposed changes.

The parent or young person must be given at least 15 calendar days to comment on any proposed changes, including requesting a particular educational setting to be named in the EHCP.

Following comment from the learners’ parents or the young person, if the Local Authority decides to continue to make the amendments, it must issue a final amended plan as quickly as possible and within 8 weeks of the original notice of amendment.

The amended EHCP must clearly state the date of the amended plan and the date of the original plan. This date does not affect the date by which the next EHC Annual Review is due.

Young people making their own decisions

After compulsory school age (the end of the academic year in which they turn 16) the right to make requests and decisions within the EHC process applies to them directly, rather than to their parents. Between the ages of 16 and 25, it is the young person who can request an EHC Review, make comments about the content of their plan, request a particular or type of educational setting, and appeal to the First-tier Tribunal, provided that they have sufficient understanding doing this. Parents can continue to support young people in making decisions, or act on their behalf, provided that the young person is happy for them to do so.