Transfer Review Briefings

Mainstream schools

June 2015

2

Agenda

• Who needs a Transfer Review

• What is a Transfer Review

• How to do a Transfer Review

• When to do what

• Who can help

3

Who needs a Transfer Review

All children or young people with a statement of SEN who are:

• transferring from one provision to a new provision in September 2016;

• in year 9 in September 2015;

• moving in or out of a special school.

Those with an LDA can request a transfer review.

2500

4

5

6

What is a Transfer Review

• A Transfer Review is a process of assessment that will consider if a child or young person needs an EHCP to meet their needs

• The assessment should be done over time in a person centered way

• The process must include a meeting to which parents are invited

• Advice from Health, Social Care, Education and Psychology must be requested if needed

• There is 14 weeks to complete the process

7

This term – before we go statutory

• Consider all the information you have for the child/young person

• Complete Information Gathering Form for Transfer Reviews with parents

• Send a copy to the Area Office and Parents by 10 July 2015

• Let professionals know that you think more advice will be needed and you will be officially requesting it in the autumn term.

This term – before we go statutory

• Consider all the person centered work you have done or could do this term

• Gather views, aspirations, hope dreams

• An Annual Review is an excellent opportunity to do some of this work

8

9

10

1.Gather all papers and known information and consider the EHC Needs Assessment (Transfer Review) Information Gathering Form and the EHC Needs Assessment Report

2. Complete the EHC Needs Assessment (Transfer Review) Information Gathering Form with the parents

3. Inform professionals if you will want a report for the TR Meeting to give maximum time. A formal request will follow next term as required

Next term when we go Statutory

• Only 14 weeks to do it all

• Once the statutory clock has started needed to use time as efficiently as possible

• If you need to call in statutory advice then need to give 6 weeks

• If no more advice needed then meeting and the start date can be the same

11

12

1. Send Request for Advice letter to professionals if you require statutory advice.

2. Continue to gather info and pre populate the EHC Needs Assessment Report as advice and information comes in.

3. Hold the meeting and return papers to the LA Area Office within 5 working days.

13

How to do it

Complete the Information Gathering Form

• Considering what information you have and what you need• Discuss with parents• You set the date for the start of the process and the date for the

meeting• You need to take note of the notice period for each element

If you and the parents agree that you have all the information needed, or you think you can get it before the you have to go statutory then you can set the start date for the process and the Transfer Review Meeting date as the same day.

How to do it

Return the Information Gathering Form to the SAS Team at the Area Office by 10 July 2015

Start to complete the EHC Needs Assessment Report in preparation for discussion at the meeting

Use the information you already have and think about where it would go in the report

See additional information

14

15

How to do it

You need to remember the following:

• parents need at least 2 weeks notice of the start of the process;• parents need at least 2 weeks notice of the meeting date;• 6 weeks is required if you are formally requesting advice;• documents should be circulated 2 weeks before the meeting;• all papers need to be returned to the Area Office within 5 working

days of the Transfer Review Meeting.

The Statutory ProcessWeek 1 Remember to send the Letter to request Advice

for a Transfer Review formally requesting advice if needed.

Week 6 Circulate the information in preparation for the meeting

Week 8 Hold the Transfer Review Meeting and complete the EHC Needs Assessment Report

Week 8-9 Return the paperwork to SAS

Week 9-10 LA determines if an EHCP is needed and creates a draft plan as require

Week 10-14 LA consults with parents and finalises the plan

16

The Statutory Process – if no new advice is neededWeek 1 Hold the meeting and complete the EHC Needs

Assessment Report

Week 2-3 Return the paperwork to SAS

Week 3-10 LA determines if an EHCP is needed and creates a draft plan as require

Week 10-14 LA consults with parents and finalises the plan

17

18

The Transfer Review Meeting

1. Welcome and Introductions

2. Purpose of the meeting

3. Facilitated discussion focusing on: • What people like and admire about the child or young person? • What is important to the child or young person, from their

perspective? • What is important for the child or young person, from others’

perspective? • What is working well? • What is not working well? • What progress has been made as evidenced in the educational

setting’s written report? • Any other issues

19

During the meeting

• Look at the EHC Needs Assessment Report and agree what to keep and what to add?

• Look at the current Statement of SEN what is still relevant and what is not?

20

After the meeting

• Complete the EHC Needs Assessment Report in WORD

• Send all documents to the relevant area office within 5 working days of the meeting.

• Add a copies of all supporting documents ( reports, One Page Profiles, copy of current Statement of SEN )

21

22

Information Gathering Form This form needs to be completed with parents once you have considered all the information you already have

Remember:

• the criteria for an EHCP

• only ask when you really need

• timelines

• return to Area Office by 10 July 2015

• send parents a copy

23

Requesting Advice This is the letter to officially request statutory advice if it is needed.

It should send in week 1 as soon after the start of the Transfer Review as possible. Ensure reports are sent back to school in time for circulation before the Transfer Review Meeting giving professionals 6 weeks to return their advice.

You do not need to send this if you already have:• reports;• and a clear picture of the

child/young person’s needs; • gathered or are gathering new

reports before the statutory clock has begun.

24

EHC Needs Assessment Report This is the document you will send to the Area Office after the Transfer Review Meeting. It should summaries all the information about the child and young person. Including all the evidence.

If must include needs, outcomes and provision

You should start to add information to the report as soon as you get it, do not wait until the meeting.

At the meeting you should discuss the report and change it in line with the advice, reports and parents hopes dreams and aspirations.

• Second column bullet here

Where to get more guidance

25

• iSEssex• Assistant EPs• Specialist Teachers• The Local Offer

Some answers

• The LA write the EHCP they hold the legal responsibility

• The LA decide if a plan in needed

• The LA informs parents and consults on the plan as required

• The Local Offer has information for parents and is being updated to support preparation for Transfer Reviews – iSEssex can help – see full guidance document for more information

26