Local Offer - Special Educational Need Support Services

Education, Health and Care Plans (EHCP)

Assessment of Young Person

Any professional working to support your child can request that the Local Authority (LA) carries out an Education, Health and Care Needs (EHCP) Assessment. Requests are most often made by the Special Educational Needs Co-ordinator (SENCO) or the Headteacher of your child’s education setting, but can be made at any time from birth to the age of 25.  You can talk to any of the people who support your child about an assessment and, if they agree that an assessment is needed, they should sit down with you to complete the request form.

You or your child can also make a request for an assessment by writing to the SEN Assessment and Review Team.  Please get in touch by using the key information on the left hand side.

The local authority has to decide whether or not an EHC needs assessment should be undertaken.

Decisions are made on the basis of the information and evidence provided and the circumstances of each individual child.

The educational setting or parents/carers will be asked to state clearly the reasons for the request and submit written information which will include:

  • Parent/carer recorded views (Our Story) and, where appropriate, those of the child (My Views) on the graduated approach to assessment and any action and support to date.
  • Copies of personal plans indicating the approaches adopted, the monitoring arrangements followed, reviews and educational outcomes.
  • Evidence of health checks and any relevant medical advice offered to the early years setting, school or college.
  • Evidence of the involvement of other external professionals with relevant specialist knowledge.
  • Information relating to any involvement of Social Care.

An EHC needs assessment will be carried out if the Local Authority believes that it is necessary to determine a child’s special educational provision rather than the setting determining this on its own. If you would like your child or young person assessed please complete the relevant form:

  • For Early years (Age 0-5) please click here  (PDF,535.61KB,17 Pages)
  • For Post 16 (Age 16-25) please click here (PDF,576.07KB,16 Pages) 
  • For Primary (Age 5-11) please click here (PDF,518.49KB,16 Pages)
  • For Secondary (Age 11-16) please click here (PDF,530.18KB,16 Pages)

If after your assessment you wish to appeal more information about this can be found here.  

 EHCP Reviews

  • Reviews are an important opportunity to take stock. A good review will celebrate what is going well in the child or young person’s life, and consider anything that is not going so well.
  • The family and the child or young person are most important throughout the review process. It is possible to have a good review, even if things are not going so well. A good review is one where:
      • The child or young person’s voice is heard and taken into account when decisions are made.
      • The family and child or young person have a say about the invitation list, the venue, and the type of support they may need.  
      • Professionals, families and children or young people have an equal voice and an equal say during the meetings.
      • Anyone who cannot attend gives a legitimate reason – and no-one turns up at reviews unannounced.
      • If a professional cannot make the date and the family and child or young person think that person is critical to the review, the family can ask for the date to be re-scheduled.
      • The review is facilitated by someone whose role it is to make sure all the above things happen.


The following documents are used to support the review process:


The Local Authority has a Special Educational Needs Panel which considers the range of evidence provided for requests for education, health and care needs assessments.  This panel provides advice to the Local Authority as to whether to carry out an EHC needs assessment.  This panel includes representatives from education, health and social care and meets every week during the school term.

When the SEN Assessment and Review Team receives the request for an education, health and care needs assessment, they will send parents a letter confirming this and an 'Our Story' document to complete and return.  Parents then have a maximum of six weeks to wait before they find out if the Local Authority has agreed that an assessment should be started.

If you think your child may have special educational needs that have not been identified by their school or nursery, you should talk to your child’s teacher, or ask to the see the Special Educational Needs Co-ordinator (SENCO) [this is the person in the school who has a particular responsibility for co-ordinating help for children with special educational needs] or Headteacher.  You will be able to talk about your concerns and find out what the school thinks.

To view our Education and Health Care Plan documentation, please click here.

To view our Special educational needs assessment and planning “A Guide for Parents and Carers”, please click here.

To view an Education, Health and Care Plan checklist please click here.


Transfer of Statements to Education, Health and Care Plans

All current Statements of Special Educational Needs (SEN) need to be transferred to an Education Health Care Plan (EHCP) by 1st April 2018.  The Department for Education (DfE) have also indicated that an EHCP should be in place by 1st September 2016 for young people in further education and training who receive provision as a result of a Learning Difficulties Assessment (LDA) (section 139a/Moving On Plan) if they are continuing in further education or training beyond that date.

The Isle of Wight Council has produced a timetable which outlines when we are going to do the conversions over the next two/three years.  Please click here to view. 


The Transfer Process  

To transfer a Statement of SEN to an Education, Health and Care Plan, the Isle of Wight Council will initiate a ‘transfer review’.  An education, health and care needs assessment will be conducted as part of the transfer review.  It must allow for outcomes to be established for the EHC plan and for provision to be identified supporting the child/young person to achieve those outcomes.  However, we will not seek any advice required for this assessment if such advice has been previously provided and it is sufficient for the purposes of an EHS needs assessment.  As much of the assessment information within existing statements will, in many cases, be recent and remain relevant, we anticipate transfer reviews will be completed promptly. 

  • The transfer review will replace the annual review in the academic year that the child/young person transfers to the new SEN system.  The first children to have their Statements of SEN in the 2014/15 academic year will be in Year Groups 2, 6 and 11.

Until a transfer review is completed, the Isle of Wight Council will be under a duty to maintain the child/young person’s Statement and arrange the special educational provision set out in the Statement.  

To view our Statement to EHCP transfer process please click here.


The Process

Isle of Wight children with Statements of SEN, in the academic year 2014/15, in year groups 2, 6 and 11 will be the first to transfer to EHCPs.  Maintained and Academy schools have been notified of this intention.  Schools will be contacted again at the beginning of the autumn term to explain in detail the actions they need to take in order to start the transfer review process. The Isle of Wight Local Authority has prepared a transfer review format and guidance for schools to use as part of this process.  To view,  please click here.

Letters will go to all parents of Isle of Wight children with Statements of SEN to explain the plans for transferring Statements of SEN to EHCPs.  Parents of those children who will not be part of the transfer process in this academic year will also receive a letter.  The parent’s of children attending independent or non-maintained schools, educated at home or in alternative provision will also receive letters.


Isle of Wight schools have been asked to arrange a “Transfer Review Planning Meeting” to meet with parents in order to provide SEN with the information to inform the transfer process.  This will include completion of the transfer review documents, and include parents’ views and the views of the child/CYP.  To view the relevant documentation and guidance, please click here.

The DfE have produced a document called “Transition to the new 0 to 25 special educational needs and disability system” to view this document, please click here.

Isle of Wight schools have been asked to ensure these planning meetings are held early in the autumn term, so that the transfer review process can be initiated in good time.  Once the Local Authority receives a copy of the completed information from the school, parent’s contribution and the child’s views, then the fourteen week assessment process commences in order to produce the EHC plan.


It is intended that the same process be followed in the following academic years focusing on the same year groups, but additionally including year 9 children in the 2015/16 academic year, thus ensuring all Statements of SEN are transferred to EHCPs by 1 April 2018.

This arrangement will mean that the approximate number of Statements to be transferred to EHC plans is as follows:  

Academic Year

2014 to 2015

2015 to 2016

2016 to 2017

Number of Transfers





Young people with section LDAs (section 139a/Moving On Plans) will be sent a letter explaining that they are able to request their LDA (s139a/Moving on Plan) be transferred to an EHCP, and the process that will be followed should such a request be made.  Click here to view the letter.

The DfE have also indicated that an EHCP should be in place by 1st September 2016 for young people in further education and training who receive provision as a result of a Learning Difficulties Assessment (LDA) (section 139a/Moving On Plan) if they are continuing in further education or training beyond that date.

Parents of those children who are currently going through the statutory assessment process as at 1 September 2014 will be given the option of transferring to the EHCP needs assessment process instead.

Parents can contact the SEN Assessment and Review Team should they have any questions or concerns.  Parents can also access advice and support via the Parent Partnership Service. 


National Document and Letters

For the most up to date information relating to policies and communications about the SEND reforms please click here to visit the Governments A-Z of Special Education Needs and Disabilities (SEND) website and to view the Special Education Needs and Disabilities (SEND) reform letters please click here.

The Council for Disabled Children have created two short films on the EHCP planning process, to view them please click here.

SEND Newsletter

The DfE produce a monthly newsletter which contains a number of useful links for professionals, parents/cares and young people.  The newsletter also includes recently published information about the SEND reforms.

This monthly newsletter is intended to:

  • Draw together some of the recent highlights;
  • Give you early knowledge of forthcoming announcements, where possible;
  • Help provide answers to some of the questions local authorities and their partners are asking us. 

The newsletters can be view online by clicking here.  


Outcomes in Education, Health and Care Plans

A document has been developed by the “Delivering Better Outcomes Together” consortium, as a resource to support the development of outcomes in Education Health and Care Plans (EHC plans).

To view the document click here.