Ñý¾«¶¯Âþ

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.
• Circulate the Health Questionnaire introduced January 2025, prior to the meeting for completion, to help obtain a complete picture of a child/young person's wellbeing and mental health.
• 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 (PfA) Review, use the Moving Forward form, from Year 9 onwards. You can refer to this example as to how to track the changes in needs, provision and the PfA pathway.

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

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 a 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 our new Education Health Needs and Assessment (EHCNA) team by emailing EHCNArequests@surreycc.gov.uk.

We recognise that schools are also using the Front Door/ for EHCNA requests. This route will remain open for now. For help using the online portal, refer to the Guide to using the Request for EHCNA online form (PDF). 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.

If you have any queries please contact EHCNAteam@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 that we do not agree that a statutory assessment is required, 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, refer to Children, families, lifelong learning and culture privacy notice.

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.

You'll need an SES login to access the form.

1. Log in at
2. Go to Inclusion Resources →Exclusion subfolder

The protocol provides guidance for schools who are considering a Managed Move or a Directed off-site provision for a child or young person of compulsory school age.

Schools may also refer to the UK government document: .

Email completed forms to: Directedoffsiteprovision@surreycc.gov.uk

Access 2 Education (A2E) is the council's provider of interim education support for children and young people who are medically unfit to attend school. Schools can complete an A2E referral by going to the (SES) Hub and logging into the .

Guidance for schools and educational settings in Ñý¾«¶¯Âþ based on the .

• Supporting children and young people with medical conditions (PDF)
• Ñý¾«¶¯Âþ Medical Policy (PDF)