0-25 Coordinated Assessment and Education, Health

and Care (EHC) Plan (Version 6 – March 2015)

Appendix 2 – Portsmouth Plan Co-ordinator

Introduction Pack

Introduction

This pack is for Education Health and Care Plan Co-Ordinators

Plan Co-Ordinators are professionals from Education, Health or Care who

take a key working role with a child or young person with an EHC Plan and

their family. This will take place as part of the professional's substantive role.

Plan Co-Ordinators have a key working role where an EHC Plan has been

written.

Plan Co-Ordinators also have a role throughout the conversion process from

statement/LDAs to EHC Plans.

Please see the following slides for further information on:

The Portsmouth Model of Co-ordinated EHC Assessment

Key Working

Key Working

ASSESSMENT PLAN

CO-ORDINATOR CO-ORDINATOR

Writes Plans

Single point

of contact

Coordinates

assessment

Monitors

support

Single point of contact

Convenes reviews

www.portsmouth.gov.uk

Annual Review Report Form

for a child subject to

a Statement of Special Educational Needs / Education, Health and Care Plan

(EHC Plan) / Moving On Plan

Date of Statement / EHC Plan / Moving on Plan or last annual review

Date of current review meeting

Primary area of need (as per Statement / EHC Plan / Moving On Plan)

Section 1: Background Information

1a. My details

Surname Forename(s)

Date of Birth Year Group

Home address

Names of parent(s)/carer(s)/person responsible

Address of parent(s)/carer(s) if different to above

Is the child/young person subject to a Care Order (where the Local Authority shares parental responsibility?)

Yes / No

Is the child/young person accommodated under Section 20 of the Children Act 1989?

Yes / No

Are these details different from those on the Statement / EHC Plan / Moving On Plan?

Yes / No

1b. My school

Name of current placement

Date of admission

Attendance to date Actual Possible Percentage

Is the child dual registered?

Yes / No If yes, where?

Has a CAF been completed? Yes / No Please attach a copy if within the last 12 months

Lead Professional

1c. Who is important to me?

List all those invited to, and indicate if present at, the annual review meeting

Name Details (including job

title, telephone number and e-mail)

Indicate if present at meeting

Written contribution provided?

Prior to the meeting

At the meeting

1d. Plan Co-ordinator

The Plan Co-ordinator / Lead Professional responsible for reviewing this plan

Contact details (including address, telephone number and e-mail)

How will pupil name be involved in this review?

1e. My health

Any diagnosed medical condition Diagnosed by Date of diagnosis

1f. Documentation provided in support of the annual review

List all reports gathered since Statutory Assessment / the last annual review, used in support of this review process. All reports referenced should be provided within the final annual review submission. Any reports submitted may be used for the purpose of converting a Statement / Moving On Plan into an EHC Plan.

Report name Date of report Provided by

Name Role

1g. Has an updated "This is Me Now" form been completed?

An updated "This is Me Now" form should be completed for each review, and attached to this form

Completed by

Relationship to child / young person

Date completed

Section 2: Update on Pupil Name's Strengths and Skills

2a. What do people like and admire about me?

2b. What do I need to stay safe and healthy?

2c. What is important to me now?

2d. What do I find difficult?

2e. What is currently working well in my placement? What am I proud of?

2f. What is currently working well outside of my placement?

2g. What is currently not working well in my placement?

2h. What is currently not working well outside of my placement?

2i. What is important to me in the future?

2j. What will be important for me in the future?

Section 3: Progress Made and Support Provided 3a. What is working well?

Provide views of those present on progress achieved towards the stated outcomes in the Education, Health and Care Plan as well as the Action Plan from the previous year. This should include evidence to show how support provided is helping to achieve those outcomes.

Outcome

Progress made

Pupil views

Parental views

School views

Other professional views

Support provided

Support By whom Where £

Outcome

Progress made

Pupil views

Parental views

School views

Other professional views

Support provided

Support By whom Where £

Outcome

Progress made

Pupil views

Parental views

School views

Other professional views

Support provided

Support By whom Where £

Outcome

Progress made

Pupil views

Parental views

School views

Other professional views

Support provided

Support By whom Where £

3b. Additional factors influencing my progress

Additional information on factors influencing progress. This should be included in the future Action Plan, for the following year, where appropriate. This should take account of the Education, Health and Care factors affecting the child / young person.

School

Out of School

Support provided outside of school

Support By whom Where £

3c. My Action Plan

Outcome Action By whom? By when? How will I know it has worked?

Section 4: Attainment and Progress 4a. Profile of Need

Physic

al

Health

/

Me

dic

al

Hearin

g

Vis

ion

Speech a

nd

La

ng

ua

ge

Em

otio

nal

Develo

pm

ent

Cognitiv

e

Ability

Socia

l D

evelo

pm

ent

Dis

positio

ns

and A

ttitude

s

Specific

Learn

ing

Diffic

ultie

s

4b. Attainment and progress

Please provide details of National Curriculum levels, demonstrating both current attainment and rates of progress. Please use P scales where appropriate.

EYFS Areas of Learning

Personal, Social and Emotional Development

Communication and Language

Literacy Mathematics Understanding the World

Physical Development

Expressive Arts and Design

Self-c

onfid

ence

an

d s

elf-a

ware

ness

Mana

gin

g fe

elin

gs a

nd b

eh

avio

ur

Makin

g re

latio

nsh

ips

Lis

ten

ing a

nd a

ttentio

n

Unders

tandin

g

Spe

akin

g

Read

ing

Writin

g

Num

bers

Sha

pe, s

pace a

nd m

easure

Peo

ple

an

d c

om

mun

ities

The w

orld

Technolo

gy

Movin

g a

nd h

and

ling

Health

and s

elf-c

are

Explo

ring

an

d u

sin

g m

ed

ia a

nd m

ate

rials

Bein

g im

agin

ativ

e

Score

NC Year 1 2 3 4 5 6 7 8 9 10 11

TA SATS TA SATS

Reading

Writing

Science

Maths

Section 5: Outcome and Support for the Coming Year

5a. Agreed outcomes for the coming year

Are there any changes to existing outcomes required?

Yes / No If yes, please indicate required changes below

Existing outcome What is to be

changed?

Support required

Support By whom £

Existing outcome What is to be

changed?

Support required

Support By whom £

Additional outcome

Support required

Support By whom £

Additional outcome

Support required

Support By whom £

5b. Travel Assistance

Does pupil name receive travel assistance?

Yes / No

Is this an exception to the home to school transport policy?

Yes / No

Have there been any changes to pupil name's circumstances since travel assistance was last reviewed?

Yes / No / Not Applicable

If yes, please provide details and any supporting evidence

Is travel assistance provided as part of a personal budget?

Yes / No

If travel assistance is not provided, have circumstances changed so significantly that this now needs to be reconsidered?

Yes / No / Not Applicable

If yes, please provide details and any supporting evidence

5c. Personal Budget

Does pupil name receive a personal budget? Yes / No

Are any changes to the personal budget recommended? Yes / No / Not Applicable

If yes, please provide details and any supporting evidence

5d. Placement

Does the current placement remain appropriate?

Yes / No

Is the pupil ready to be included in a mainstream environment?

Yes / No

If special school placement, does the banding remain appropriate?

Yes / No If no, recommended new banding

If the pupil is in Year 1, please indicate parental preference for junior school

If the pupil is in Year 5, please indicate parental preference for secondary school

If the pupil is in Year 10 or above, please indicate their preference for future placement

5e. Summary

Comments

Does the Statement / EHC Plan remain appropriate?

Yes / No

Is it recommended that the Statement / EHC Plan is amended?

Yes / No

Is a re-assessment recommended?

Yes / No

Is any further action required?

Yes / No

5f. Any differing recommendations or additional comments

5g. Signatures

Young person Date

Parent / Carer Date

Plan Co-ordinator Date

Head Teacher Date

Please return this form, together with any supporting records / information, to the SEND Team, Civic Offices, Guildhall Square, Portsmouth, PO1 2EA

Annual Review Guidance Notes

In accordance with the SEN Code of Practice, all Statements of SEN / Education, Health and Care

Plans (EHC Plans) must be reviewed at least annually.

The Annual Review is a vital part of the academic year, as an opportunity to ensure the support

detailed in the Statement / EHC Plan has been provided, and remains appropriate. It is also a forum

in which parents/carers, educational/training settings and pupils can raise any concerns regarding the

support or placement, and have these addressed wherever possible.

Of equal importance, the annual review is an opportunity to celebrate a pupil's successes throughout

the year.

The Annual Review should be person-centred, taking into consideration the needs of both the pupil

and their parent(s)/carer(s). Educational/training settings have the flexibility to adapt their annual

review process in order to meet these needs, but must ensure that the Annual Review Report Form is

completed thoroughly.

Before the Annual Review

The SEN Team issues Annual Review planning reports at the beginning of each academic year,

detailing the date by which each Statement / EHC Plan must be reviewed. Educational/training

settings should plan their Annual Reviews for the academic year in accordance with these dates.

All professionals involved with a pupil should be invited to the Annual Review (and encouraged to

provide a written report if appropriate). If it is felt that an updated professional report is necessary

(e.g. an updated SALT report, further assessment of a pupil's skills by an Educational Psychologist),

this must be requested by the educational/training setting early enough to ensure that a completed

report is available for the Annual Review.

A draft Annual Review Report Form should be issued to all those invited to the meeting at least two

weeks prior to the Annual Review meeting, accompanied by any relevant reports (e.g. Educational

Psychologist Record of Contact, SALT report, Physiotherapy / Occupational Therapy report). This

allows individuals the opportunity to read through each report prior to the meeting, and prepare any

responses.

Completing the Annual Review Report Form

The Annual Review Report Form is the formal record of a pupil's progress over the previous year. It

may be used to inform an Amendment to the Statement / Moving On Plan / EHC Plan; support a

request for change of placement or additional level of support; or, in some circumstances, be

submitted as evidence towards a Tribunal. As such, the form must be completed thoroughly and

accurately.

Summary Box

Please provide details of the date of the current Statement / Moving On Plan / EHC Plan, and the date

that this review is being held.

The pupil's primary area of need must also be provided. This must be the area of need officially

recorded by the Local Authority (for which the pupil was issued a Statement / EHC Plan), and should

not be a reflection of the area of need as viewed by the school. Any recommendations to alter the

primary area of need must be submitted to the Local Authority as part of the Annual Review process.

Section 1

1a and 1b The basic details for the pupil including personal details and school placement.

1c A list of all those involved with the pupil at the time of the Annual Review (all listed

should be invited to the Annual Review meeting). It is essential that this section is

completed in full, including indication of who was present at the meeting, as the

formal record of this meeting.

1d Details of the Plan Co-ordinator, who has responsibility for undertaking the Annual

Review process.

1e Details of any medical diagnoses or conditions.

1f All reports gathered during the previous year, which have been used in support of

the current Annual Review, should be listed. Copies of these reports should be

provided with the completed Annual Review paperwork (these may be used for the

purpose of converting a Statement into an EHC Plan).

1g Details of a completed "This is Me Now" form (an updated form should be

completed by the pupil prior to each annual review).

Section 2

This section provides opportunity for the young person to consider their overall progress since the last

Annual Review and should be completed thoroughly, with examples and supporting evidence where

appropriate. The "This is Me Now" form can be used to support this section.

Entries within this section could be supported by views or observations from those involved with the

young person, and it should be made clear who has provided comments towards this section.

Section 3

3a Opportunity to review progress made against each outcome of the Statement / EHC

Plan. Space is provided for the views of the pupil, the parent(s)/carer(s), the

educational/training setting and other professionals for each outcome. Both positive

progress and remaining areas of improvement should be addressed.

The support provided in order to meet each outcome should also be detailed - this

will be particularly important for any requests for additional support.

3b Details of any additional factors influencing progress should be provided here. This

may include examples such as:

School: "Jack is a valued member of the school football team. However, he has a

difficult relationship with a fellow teammate, which is sometimes transferred to the

classroom".

Home: "An extension is currently being built on the family home, causing disruption

for the whole family. Building work has affected daily routines, which Elena

struggles to cope with".

Details of support provided outside of school should also be provided here.

3c An action plan for the coming year should be agreed by those present at the

meeting, influenced by discussions around progress and the outcomes in the

Statement / EHC Plan.

Section 4

4a The Profile of Need should be completed in order to provide a summary of the

current level of need. The Local Authority's 'Special Education Needs Assessment

Matrix' should be referred to when completing this section.

4b An indication of the pupil's attainment must be provided. Attainment for all previous

academic years should be included to provide a picture of progress over time.

Section 5

5a If it is recommended that changes to existing outcomes (or the addition of new

outcomes) should be made, these should be detailed here alongside

recommendations of the support that will be required in order to achieve these

outcomes.

5b The provision of transport should be reviewed on an annual basis, and the annual

review provides opportunity to do this. The information provided in this section will

influence the decision regarding continuation of transport for those pupils in receipt

of this.

5c Details of any Personal Budget received should be reviewed during the annual

review, with outcomes indicated on the paperwork.

5d Consideration should be given each year to appropriateness of the existing

placement. For pupils approaching transfer (junior or secondary transfer, or

progression into college or training), an indication as to the preferred future

placement should be provided.

5e A summary of the review recommendations, as agreed by those present.

5f Any differing views, or additional comments raised during the annual review

meeting, should be recorded.

5g Before submitting the annual review paperwork to the Local Authority, this must be

signed by the young person, the parent / carer, the Plan Co-ordinator and the Head

Teacher.

After the Annual Review Meeting

All annual review paperwork (including supporting documentation) must be submitted to the Local

Authority no later than two weeks after the meeting. The Local Authority will then respond to the

review accordingly, and is required to do so within two weeks.