The annual review is the statutory process of looking at the needs and provision specified in an EHC Plan, and deciding whether these need to change.

The first review of the EHC plan must be held within 12 months of the EHC plan being finalised. Subsequent reviews must be held within 12 months of the previous review.

The following steps must take place in an annual review:

  • The LA must consult with the parent of the child or young person (and with the school or institution being attended if there is one) about the EHC plan, and take account of their views, wishes and feelings.
  • An annual review meeting must take place to discuss the EHC plan.
  • Information must be gathered from parents and young people and from professionals about the EHC plan and then circulated two weeks before the meeting.
  • After the meeting a report of what happened must be prepared and circulated to everyone who attended or submitted information to be discussed.
  • After the meeting the LA reviews the EHC plan.
  • The LA must notify the parent of the child or young person of their decision within four weeks of the meeting.

All of these steps – not just the meeting – must be followed in order for an annual review to be completed.

Our annual review checklist contains further information on each of these steps. You can use this resource to check whether the necessary steps are being followed in your annual review.

If the process is not followed, then parents or young people can make a complaint.

 

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