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Annual Reviews

EHCP Annual Reviews

The Annual Review of an Education Health and Care plan (EHCP) is not only a meeting but a process by which the outcomes set out in the EHC Plan and the effectiveness of provision are reviewed alongside all other sections of the EHCP. 

EHCPs must be reviewed and the process completed by the local authority (LA) as a minimum within every 12 months. For pre-schoolers with EHCPs, this review must be within 6 months.

Please send the completed Record of Annual Review document, alongside all other relevant Annual Review documentation, within 2 weeks of the date of the Review meeting to the SEN BSA mailbox: senbsa@buckinghamshire.gov.uk

If this is not possible, please submit the Record of Annual Review and all other relevant Annual Review documentation through Any Comms, selecting ‘Bucks Office’. Please zip the paperwork when submitting, ensuring all documents are sent as a single file and labelled as follows:
Annual Review – CYP’s initials and student ID number in the subject line

Guidance and templates

Annual Review Guidance for settings and professionals

Model agenda for an Annual Review meeting

Annual Review Actions checklist

EHCP health content checklist

Record of Annual Review

Template letters

Template letter for Pre-annual review to parents (for schools to send out)

Template letter-email child or young person to an Annual Review (for schools to send out)

Template letter-email inviting support service(s) to an Annual Review (for schools to send out)

Health questionnaires

Parental Health Questionnaire for Annual Reviews

Young Person Health Questionnaire for Annual Reviews

Process for Schools to Complete a Request to Assess to Inform Annual Review

The following information outlines how schools can request Children and Young People’s (CYP) Therapies to assess to inform at Annual Review when a child or young person’s EHCP does not have therapy provision, but new therapy needs have been identified.

  1. CYP has an EHCP but currently no therapy provision on the plan and new therapy needs have been identified.

  2. At least 8 weeks prior to Annual Review:

    SENDCo emails bht.cyptehcp@nhs.net with “Request to Assess to Inform Annual Review” in the email subject line attaching  the completed CYP Therapies Annual Review referral form and most recent EHCP.

  3. Request is triaged by CYP Therapies.

  4. If further assessment is indicated advice is provided by CYP Therapies on an Annual Review report format and submitted to the SENDCo 2 weeks prior to the Annual Review meeting.

  5. SENDCo uses CYP Therapy Annual Review report to inform the Annual Review.

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