Active EHC plan on census day

The local authority has an existing active EHC plan when the following criteria is met:

  • They have an EHCP Assessment Involvement.
  • The Date Final Issued field is populated with a date before or on the census date.
  • The End Date in the Assessment Inactive panel on the EHCP Assessment Involvement has no value
    OR
    The End Date in the Assessment Inactive panel is after the census date.
  • The Assessment Type of the EHCP Assessment Involvement has an external code of:
    • INI – Initial Assessment
    • LEA – LEA Transfer
      (and the LA Transfer Date is before or on the census date)
    • TFS – Transfer from Statement
    • OVR – LA decision overturned
    • MID – Transfer In Mid Assessment
      (this is an internal code which is mapped to the external code of INI – Initial Assessment by default in the system).
    • AOL – Assessment completed by other LA

OR

  • They have an EHCP Re-assessment Involvement.
  • The Date Final Issued field is populated with a date before or on the census date.
  • The End Date in the Re-assessment Inactive panel on the EHCP Re-Assessment Involvement has no value
    OR
    The End Date in the Re-assessment Inactive panel is after the census date.
  • The Assessment Type of the EHCP Re-assessment Involvement has an external code of FUR – Further Assessment.

OR

  • They have an SEN Assessment Involvement.
  • The Final Date field is populated with a date before the census date.
  • The End Date in the Statement Details panel on the SEN Assessment Involvement has no value
    OR
    The End Date in the Statement Details panel is after the census date.
  • The Assessment Type of the SEN Assessment Involvement has an external code of:
    • INI – Initial Assessment
    • LEA – LEA Transfer
    • OVR – LA decision overturned
    • MID – Transfer In Mid Assessment
      (this is an internal code which is mapped to the external code of INI – Initial Assessment by default in the system).
    • FUR – Further Assessment
  • The SEN Assessment Involvement has a linked EHCP Review Involvement which has a Review Type of Conversion Review. The LA Outcome is Issue New EHCP on this EHCP Review Involvement and the Response Complete is populated.