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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