transfer review process to convert statements of sen into ehc plans the role of schools
TRANSCRIPT
Transfer Review ProcessTo convert statements of SEN into EHC plans
The role of Schools
What will be covered:
• Guiding Principles
• Overview of the process
• Preparation for a person
centred transfer review
• The transfer review meeting
• Your views.
Guiding Principles
• Person Centred
• Participative (co-produced)
• Outcomes Focussed
• Not overly bureaucratic but
legally robust.
Approximately 8 weeks before the Transfer Review, Schools/ Colleges write to everyone required to attend the meeting informing them of the date, time and venue and requesting a report from appropriate professionals, the young person and their parents/carers
Schools/ Colleges identify pupils requiring conversion of an existing SEN Statement or Section 139a Learning Difficulty Assessment (LDA)
Education, Health and Care Plan Pathway: Transfer Review ProcessInformation is gathered from the young person, their parents/ carers and professionals. Approximately 2 weeks before the Transfer Review Schools/ Colleges collate and copy all documents collected and produced and send out to anyone who is attending the Transfer Review
A Transfer Review is held
Summary of the outcomes are referred to the EHC Co-ordinator
Resources approved by SEND Commissioning Hub
Draft EHC Plan prepared
Draft returned to EHC Co-ordinators for issue to the young person and their parents/ carers
Comments received from the young person and their parents/ carers. The EHC Plan is amended and final Plan issued
8 weeks 1 week 1 week 3 weeks1 week
1 week after the Transfer Review Schools/ Colleges collate and copy all documents and compile the pro forma and return to the EHC Co-ordinator who will refer to the SEND Commissioning Hub
SEND Commissioners confirm that resources identified at the Transfer Review are available
Maximum duration for the process is 14 weeks
If a request is made to develop a wiki web site then the development can begin at any point along the stages
Process Overview
• Evolving Process
• Requires completion within 14 weeks
• Schools to complete the summary documentation within 9 weeks from setting the date of the meeting
• Local Authority to complete the process and issue the final EHC plan.
Actions Required
• Consider list of pupils provided by the LA • Identify dates for children whose reviews fall within phase 1• Set date for transfer review meeting – allow 8 weeks notice
for all attendees and report contributors• Identify who should be invited to attend or contribute a report• Write to those identified, providing them with relevant
framework for completion• Collate information at week 6 and chase outstanding reports• Prepare for transfer review meeting at week 8• Complete and return summary framework by end of week 9.
Frameworks
• 7 frameworks for contributions• Identifying contributors• Gathering the views of parents and young
people• Frameworks for statutory agencies and
securing responses.
Frameworks for schools
• Hybrid between AR and EHC
• Attainment and attendance data
• Strengths as well as needs
• Outcomes
• Provision, personal budgets and direct payments.
Personal Budget and Direct Payments8 (i) Personal Budget:
Please provide a summary of agreed educational resources which are to be provided over the coming year to achieve the outcomes which have been set:
Outcome Resource required Funding source
Annual cost (where known and where
appropriate) £
8 (ii) Direct Payments
Elements of section 5 which may be taken as a direct payment (include details of the service and costs):
Transfer Review Summary
• Pre-populating the summary• Discussion, amendments, additions and
recommendations• Placement• Personal budgets and direct payments
Activity
• Framework 3 and 7
• Consider how you would complete these
documents and be prepared to share
comments and suggestions at the end of
the session.
Meeting
• Planning and prepopulating• Identify a facilitator• Think about venue• Person Centred Approach• Record taker• Outcomes focussed• Agreed actions and way forward.
Post 16 College Transfers
• similar approach
• advice and training late September 2014
• reviewing cases individually
• no more LDAs.
Funding available
• £40 per completed transfer review
• Propose to pay retrospectively for all
completed transfer reviews at the end of
the financial year
• Exceptions will be considered.
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