Year 11 Education Health and Care Plan Annual Review
or
Re-application for Top-Up Funding
1.Background Information
Setting / Date of Review
Name of child or young person / Date of Birth/NCY
Purpose of Review:
Annual Review of EHC Plan
Re-application for Top-Up Funding
Name of SEN Lead completing this form:
Signature:
Has the review recommended that the Local Authority ceases to maintain the EHC plan? / Yes/No
If YES please set out the reasons below?

For pages 2-5 and sections B,C, D, F, G H1 and H2 please make amendments on the current plan by putting a line through information to be removed and adding in bold type additions.

Please send completed documentation to the Connexions team preferably by email to or by post to Newcastle Connexions, Room 209, Westgate Community College, West Road, Newcastle NE4 9LU.

Please indicate whether a target has been met, partially met or not met and give reasons for your response.

Short Term Outcomes from EHC Plan / Progress made towards Short Term Outcomes in EHC Plan
1.  Cognition and Learning
2. Communication and Interaction
3. Social, emotional and mental health
4. Sensory and physical needs
5. Other health needs related to SEN
6. Social Care Needs including family and community life.

Living Independently as possible
Long Term Aim(s)
Short Term Outcome(s)
Employment and the world of work
Long Term Aim(s)
Short Term Outcome(s)
Community and Social Involvement
Long Term Aim(s)
Short Term Outcome(s)
Remaining healthy
Long Term Aim(s)
Short Term Outcome(s)
Social Care Needs Related to SEN or disability
Long Term Aim(s)
Short Term Outcome(s)
Summary of recent Professional involvement (all written reports must be appended)
SECTION I: PLACEMENT
Please detail if a change of placement or provision should be considered by the Local Authority and provide reasons below:
SECTION J: PERSONAL BUDGET ALLOCATION
If the child or young person is in receipt of Personal Budget Allocation from Education, Social Care or Health, please summarise the discussions regarding the personal budget allocation:
SECTION K: Advice and Information
Invitation and Attendance List for Annual Review / Reapplication for Top-up Funding Meetings
People Invited (Name) / Designation / Report Provided / Attendance
Child or Young Person (must) / YES/NO / YES/NO
Parent/Carer (must) / YES/NO / YES/NO
Parent/Carer (must) / YES/NO / YES/NO
SENCO or equivalent / YES/NO / YES/NO
Head Teacher / Principle / YES/NO / YES/NO
Class/Form Teacher/Tutor / YES/NO / YES/NO
Teaching/Learning Support Assistant / YES/NO / YES/NO
SEN Caseworker (must) / YES/NO / YES/NO
Connexions / YES/NO / YES/NO
Educational Psychologist / YES/NO / YES/NO
Social Worker (must) / YES/NO / YES/NO
Paediatrician (under 18) (must) / YES/NO / YES/NO
GP (over 18) (must) / YES/NO / YES/NO
SENTASS / YES/NO / YES/NO
S & L Therapist / YES/NO / YES/NO
Physiotherapist / YES/NO / YES/NO
Occupational Therapist / YES/NO / YES/NO
Attendance Officer / YES/NO / YES/NO
Family Support Officer / YES/NO / YES/NO
Other (please see guidelines) / YES/NO / YES/NO
YES/NO / YES/NO
YES/NO / YES/NO
SUPPORTING INFORMATION
Important Note
It’s the setting’s responsibility to ensure that ALL of the documents are completed prior to submission
In the case of an Annual Review this should be within 10 working days to comply with the Special Educational Needs Code of Practice. In addition please make sure all documentation is suitable for photocopying. It is useful to receive the documents in the following order:
·  This document and other essential documentation (see below)
·  Professional reports in chronological order (most recent first, consideration should be given to the inclusion of reports older than 12 months)
·  CAF Review sheet (if applicable)
·  Setting reports
·  Previous minutes from review meetings etc

Annual Review of Education Health care Plan or Re-application for Top-Up Funding Documentation valid from 01 November 2015

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