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This is the template we recommend settings complete for a pre-statutory plan. This can be accompanied by your own pre-statutory stage meetings paperwork.

Ñý¾«¶¯Âþ SEND SSA Template (DOC)

If a child or young person does not make the progress expected for their age, starting point and particular circumstances, it may be appropriate to consider with parent/carers whether an EHC plan is needed.

Occasionally, children and young people's needs are so complex that a statutory assessment of their Education, Health and Care needs may be appropriate. There is no legal requirement for the school to spend a specific amount before initiating an assessment.

If you are a professional supporting a child or young person where you feel a statutory assessment may be required, please complete:

• EHC Needs Assessment Request form (practitioner) (DOC) and
• Consent for Education, Health and Care Plan Assessment (DOC)

Once completed, please submit these to the new Education Health Care Needs Assessment (EHCNA) Team, via email to: EHCNArequests@surreycc.gov.uk .

We recognise that schools are also using the Front Door portal for EHCNA requests and this route will remain open for now. Use This document will help navigate the portal: Guide to using the Request for EHCNA form (PDF).

Before submitting your application, you will also be prompted to supply any other additional evidence that may support your request. If you have any queries please contact: EHCNAteam@surreycc.gov.uk

Please note, the online portal cannot accept zip (.zip) files. If you have additional documents that you cannot upload, email them to: EHCNArequests@surreycc.gov.uk.

Ñý¾«¶¯Âþ will consider information provided within this form when allocating assessment to Educational Psychologists. In some instances we will decide a virtual psychology assessment is appropriate.

Our team of multi-agency professionals will review your request and make a recommendation as to whether a statutory assessment is required, based on the child or young person's needs. We will always let you know the outcome within 6 weeks of the request being made.

There may be occasions where a statutory assessment is not agreed, however, you will always be provided with the reasons for this and signpost you to services that may be able to offer additional advice and support.

For information about how we use the data you supply, refer to Children, families, lifelong learning and culture privacy notice.

All Education, Health and Care (EHC) plans must be reviewed at least annually.

By law, it's the Local Authority's (LA) responsibility to complete the review process, but we delegate some steps to the school/setting/or other education provider, who are known as the host.

The Annual Review (AR) is more than just a meeting, it is a complete process, including actions that must be taken before and after the meeting. This process must be completed on or before the anniversary of when the EHC Plan was first issued or the anniversary of the last review. This is laid down in law and in the SEND Code of Practice (CoP).

• You should use the Ñý¾«¶¯Âþ EHC plan statutory review form (DOC) for all reviews regardless of the type of review, the child/ young person's age, key stage, or placement.
• You can refer to the Ñý¾«¶¯Âþ EHC Plan Review guidance for professionals document (PDF) and the page-by-page 'How to complete the Review Form' document (PDF) for instructions on how to complete the Ñý¾«¶¯Âþ EHC plan statutory review plan.
• If you are carrying out a Preparation for Adulthood Review, you can also refer to this annual review example detailing how to identity changes for needs, provision and Preparing for Adulthood pathway (PDF).

For more information about the annual review process (including interim annual reviews), see the EHC plan statutory review process and documents.