If/when SENDIST Order the LA to issue, with a few exceptions, the LA has 5 weeks to issue a draft and must finalise within 11 weeks of the Order.
When they issue the draft, you can make representations. No doubt about it, amendments will be required. Here, you can propose amendments and make a case for section I to remain blank, referencing your evidence for both.
The content of an EOTAS/EOTIS package should be set out in section F. Section F is provision to meet the needs in B. In turn, the content of B&F is based on the evidence.
So when you get the draft, you can go through the evidence with highlighters. Highlighting all special educational needs in one colour and all special educational provision in another. The former must be in B. All the latter must be in F. Every SEN must have corresponding SEP.
When building a package and responding to the draft, it can help to make a table. Needs from B/what your evidence shows should be in B even if it isn’t in the draft (it can help to break it down into the different areas of needs), provision from F or what provision needs to be included F even if it isn’t in the draft (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 personal budget, you can also add a column for how each part of the PB will be paid (direct payments, third party arrangements, commissioned directly). Don’t worry if you aren’t sure about all the details at that point.
And make a list of any provision not in F but is necessary in order for the LA to fulfil their duties under s19.
It can also help to make a mock timetable. It doesn’t have to be 100% accurate. It doesn’t even have to be the finished version. If provision needs to be child-led/self-directed/flexible, that can still be accommodated in a timetable. If provision needs to be built up, you can still make a timetable. This enables you to show it is a considered, organised, reasonable and, importantly, viable plan. You can add references to the draft and evidence to support each provision on the timetable.
This helps so everyone can see the needs, what the provision will look like, how the provision will meet those needs, that there is some kind of future plan going forward beyond the past (too many people get bogged down in focusing on the past). Similar to how a school has an aims and ethos (and sometimes vision) statement, prospectus and SEN information report.
You aren’t responsible for organising provision and you can’t be forced to do it, but many parents find the above helpful. Many have to appeal to secure a comprehensive EOTAS/EOTIS package and the above can be helpful for an appeal, too.
The legal threshold for EOTAS/EOTIS is set out in section 61 of the Children and Families Act 2014. It is when it is inappropriate for provision to be made in a school. There are lots of factors that are considered when looking at if it is inappropriate for provision to be made in a school. It depends on the individual circumstances, so what evidence is needed to prove this also depends on the individual case.
When you get to that stage, you might find it helpful to read some of the case law about or involving EOTAS/EOTIS. There is a lot of it. For example, TM v Hounslow [2009] EWCA Civ 859 says individual circumstances need considering and part of that includes looking at:
“i. the child’s background and medical history;
ii. the particular educational needs of the child;
iii. the facilities that can be provided by a school;
iv. the facilities that could be provided other than in a school;
v. the comparative cost of the possible alternatives to the child’s educational provisions, either at school or elsewhere;
vi. the parents’ wishes (although they are not generally determinative); and
vii. any other particular circumstances that apply to a particular child”
Also, NN v Cheshire East Council (SEN) [2021] UKUT 220 (AAC), M v Hertfordshire CC [2019] UKUT 37 (AAC), Derbyshire CC v EM and DM [2019] UKUT 240 (AAC) and AA & BB v Bristol City Council [2023] UKUT 52 (AAC), LB Camden v
KT [2023] UKUT 225 (AAC), R (Moseley) v LB Haringey [2014] UKSC 56, R (JSH) v Westmorland and Furness Council [2024] EWHC, and East Riding of Yorkshire Council v Bowers (SEN) [2026] UKUT 31 (AAC).
A note on terminology. You will see both EOTAS and EOTIS used. You will also sometimes see a C on the end. In the past, EOTAS was the favoured term. Now, some judges at SENDIST have a bee in their bonnet about the vowel, which prompted a change with more using I. ‘In’ is used in section 61 of the Children and Families Act 2014. Whereas ‘At’ is used in the Education Act 1996. It doesn’t really matter, but if you have to appeal, use EOTIS because if you get one of those judges, you don’t want to needlessly annoy them.
IPSEA and SOSSEN have some information on their websites, and SOSSEN has a webinar. The Noddy guide covers some of the legislation and case law. Although there is at least one that I can remember off the top of my head that is more recent than the latest Noddy guide. Asking around locally for other EOTAS/EOTIS families will help. The law is the same in all LAs, but it can help with things like knowing about local APs because not all will be online.
I wouldn’t worry about all this yet, though.