Settings applying for an Education, Health and Care Needs Assessment (EHCNA / EHCP) forms and paperwork

If you are a setting requesting an Education, Health and Care Needs Assessment for a child or young person at your school or college you will need to go through the West Sussex County Council website.

It might be helpful to use our checklist to understand if an EHC assessment request is a suitable next step for the child/young person.


Green box with the following text: We strongly recommend you review the Ordinarily Available Inclusive Practice documents which can be found on the Local Offer by clicking here. These documents lay out ordinarily available approaches to supporting children and young people in their educational settings.

  • Most children and young people with special educational needs or disabilities will have needs that can be met by effective use of the resources that are already available in their mainstream setting.

  • The ‘Ordinarily Available Inclusive Practice’ (OAIP) guide (which you can access by clicking on the link above) provides examples of how resources can be used to deliver effective strategies as part of good quality teaching and inclusive classroom practice. The SEND Code of Practice calls this ‘ordinarily available’ provision.

  • It is expected that settings implement all of the ordinarily available inclusive practice approaches and monitor and review their impact before a request for EHC needs assessment would be considered appropriate or suitable. This is because most pupils with SEN & D will have their needs met through this provision and will not, therefore, require resources over and above what is already available. Only around 3% of the pupil population will require an EHCP to enable appropriate provision to be in place. Around 12% of the pupil population will be considered as requiring additional support but their support will be provided by the ordinarily available resources and quality inclusive practice.

  • Please ensure you review the Guidance and Criteria for Requests for Education Health & Care Needs Assessments BEFORE you begin your online application.

  • Please also ensure you read the information titled ‘Before requesting an assessment’ on the e-form information page

  • Please consider the guidance for supporting children and young people to contribute to a request for assessment before completing these. The pupil views can be provided in any format of your choice, however we have also designed template forms for your use. You will see there are 3 possible versions, you should choose the most suitable depending on the child’s age and needs. See forms below. If you choose to submit your own template please ensure it covers the detail held within these templates.

    BEFORE you start completing the online form. You will need to have a number of documents ready for your application and there is no facility to ‘save’ the document if you do not have these ready.

    Documents NEEDED

  • Education, Health and Care Plans (EHCP Guidance & Criteria
  • NEW Information sharing document
  • Guidance for supporting children and young people to contribute to a request for assessment
  • Parent Carer contribution form
  • Pupil Contribution Form A
  • Pupil Contribution Form B
  • Pupil Contribution Form C
  • Timescales: How long should an EHC Assessment & Plan and Transfer Review take?

    Submit the online request:

    Please allow yourself enough time to complete this form in one session as there is not an option to save and come back to it later.

    EHC Needs Assessment Request for SETTINGS information can be found on the West Sussex County Council website

    Visual Guide to the EHC Needs Assessment Application Process

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    In 2016 we asked for your help by participating in a national survey to find out how Education, Health and Care Plans are working for children and young people.

    West Sussex County Council was one of 74 councils participating in a national survey led by the charity In Control with support from the DfE.

    Nationally, there were 2,989 responses from practitioners working to implement Education Health and Care Plans(EHCPs), 1,879 responses from parents/carers and 906 from children and young people who have experience of EHC plans. The link to the National EHCP POET Report Spring 2016, which summarises these responses, can be found here.

    A West Sussex Report provides an analysis of the responses received from 77 practitioners working with children who have Education Health and Care Plans and 38 parents of children who have EHC Plans in the local area. The link to the West Sussex EHCP POET Report 2016 can be found here.

    Thank you to all those who contributed. The results of the survey will be used to inform how improvements can be made to the way we work locally.