@Peggyblue it depends on needs and what evidence you already have and the quality of it.
Getting agreement to leave section I blank for EOTAS/EOTIS/C is only part of the picture. You also need evidence of what provision is required that will make up the package.
Similarly, getting agreement to name a school in section I but also have some provision delivered otherwise than in school is only part of the picture. You also need evidence of what provision is required, particularly the elements that will be delivered otherwise than in school/college.
Other than EP, the other professionals commonly used include OT, SALT, CP, physio and ISW. What to prioritise (because getting everything independently is expensive and beyond most) depends on DD’s needs, what you have/the quality of it.
@SpaceInvader321
Do I write it all in?
B must include all special educational needs. F must include all special educational provision. If the draft omits things, you should propose all the amendments required and reference the evidence.
Do all potential providers need to be named specifically in F?
No. Generally, providers should not be named in section F. Until earlier this year case law (DM v Cornwall CC [2022] UKUT 230 (AAC)) dictated that providers should never be named in F. Not least to protect the child. Instead, the SEP should be detailed in F. Sometimes the wording will mean only one provider can provide the provision. However, while case law earlier this year (LL and MM v Telford and Wrekin Council (SEN): [2026] UKUT 129 (AAC)) confirmed that it is widely accepted providers shouldn’t be named in F, it did say there are times where it is appropriate to name a provider in F (in that specific case it was a hub in a school). In the vast majority of cases, it is still the case that providers shouldn’t be named in F.
We said we wanted a PB and EOTAS Coordinator, so do we need to change this?
Requesting personal budget doesn’t mean it can’t be commissioned directly by the LA. PBs can be delivered in different ways. One of which is commissioned by the LA directly. Do you actually mean you would like direct payments, which is another way a PB can be delivered?
no details about the Co-ordinator's role.
It needs to. Presumably your evidence covers this, so this is part of the amendments you propose.
Do we cross that bridge at the next AR, which I guess will be a phase transfer for Y12?
I would propose an amendment, but expect it not to be agreed. While EOTAS/EOTIS is only for short-term cases and doesn’t have to be about reintegration, EHCPs are reviewed at least annually. The LA isn’t going to guarantee you will get EOTIS post 16. Even if they did, they may not stick to their word when they finalise the phase transfer EHCP next year.
Should I break it down into smaller sections and add the EP's recommendations?
Lumping mentoring and co-ordinator provision under one set of hours isn’t sufficient. As you have pointed out, you don’t know the split. It is also very likely the same person can’t provide them both. It may not be the same provider either.
Any advice for putting the PB application together?
It can help to make a table. Needs from B and what needs need to be included in B even if they aren’t there now (it can help to break it down into the different areas of needs), provision from F or what provision needs to be included in F even if it isn’t there now (and any provision that is not in F but is essential for the delivery of the provision in F), provider, cost (one-off/weekly/monthly/termly/yearly), outcome. If you are requesting a PB, you can also add a column for how each part of the PB will be paid (DPs, third party arrangements, commissioned directly).
laptop
Should be in F. Although even if it isn’t, depending on the wider wording of F, the LA may still need to provide one because they are responsible for provision in F and that includes providing provision that is required in order to provide the provision in F.
costs of exams (incl mocks, marking, transport, etc).
This isn’t as straightforward. Some people have exams in F, including sometimes via Tribunal. Even if not explicit in F, if obtaining GCSEs is in F, then the LA must fund them, although that might not include mocks. However, sometimes LAs say exams aren’t SEP even, e.g. home invigilation, and I know some FTT judgements have agreed with that provision. I don’t know anyone who has taken this further.
assessment for access arrangements
This can be in F, but sometimes it isn’t. See the point about exams above. The same applies.