Transfer Review Process To convert statements of SEN into EHC plans The role of Schools.

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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