After you have checked the Plan

Part 3 of the Children and Families Bill and related draft regulations set out the statutory requirements for an Education, Health and Care (EHC) assessment and plan, including key content that local authorities must include in a plan.

The Bill also sets out some general principles to which local authorities must have regard when they are carrying out their duties towards children and young people with SEN, including when they carry out an assessment and draw up a plan. This checklist brings together these two sets of requirements.

It is set out in this checklist, drawn up by the Council for Disabled Children (CDC):

Statutory requirements / key person centered elements Y / N Evidence / points for action
Clarity of language
Is the plan clear and written in a way that is easy to understand?

Where technical terms are necessary, are they explained?
Is it clear how the advice obtained through the assessment has been taken into account in the plan?

Is the advice included in the appendices?

Is there a list of those who contributed advice?

Is there advice from all the relevant professionals? The child/young person? Their parents/carers?
Other assessment and planning processes
Is any other assessment integrated with the EHC assessment and planning process, eg assessment under s17 of CA 1989, or the Care Bill?

Have local agencies and services co-operated with the local authority to integrate requirements under different legislation?

If this is not an integrated assessment, are appropriate links made to any other assessments?