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EOTAS CASE LEAD SUPPORT FOR LOCAL AUTHORITIES
EOTAS Case Lead & Package Coordination for Local Authorities
Where EOTAS is arranged for a child or young person with an EHC plan, the Local Authority retains responsibility for securing the special educational provision specified within that plan.
Our EOTAS Case Lead & Coordination Service gives commissioners one named qualified teacher and experienced SENDCO to oversee complex, multi-provider packages — from mobilisation and delivery through to progress, risk, outcomes and Annual Review.
What is an EOTAS Case Lead?
Bespoke EOTAS packages can involve multiple education, therapy, mentoring and specialist providers. Our EOTAS Case Lead is a qualified teacher and experienced SENDCO who provides one point of independent professional oversight across the package as a whole.
We coordinate providers, monitor delivery and progress towards EHCP outcomes, identify gaps or emerging risks and provide clear reporting to the Local Authority.
The Local Authority retains its statutory responsibilities and decision-making functions, while individual providers remain responsible for the quality, safety and professional delivery of their own provision. Our role is to provide the specialist coordination, monitoring, quality assurance and escalation framework that enables the package to operate as one coherent programme.
This type of provision may also be referred to as EOTIS, EOTISC, bespoke education provision, individualised provision or a high-needs package.
Statutory context
Section 61 of the Children and Families Act 2014 provides the statutory basis for Local Authorities to arrange special educational provision otherwise than in a school or post-16 institution where it would be inappropriate for that provision to be made within such a setting.
Where an EHC plan is maintained, the Local Authority retains its duty under section 42 to secure the special educational provision specified within the plan.
Legislation: Children and Families Act 2014, sections 42 and 61.
Professional expertise
Specialist SEND experience behind every EOTAS package
Each EOTAS Case Lead is a qualified teacher and experienced SENDCO, Each EOTAS Case Lead is a qualified teacher and experienced SENDCO, with extensive experience of SEND, complex SEND casework, EHCP provision and multidisciplinary working.
The Case Lead is independent of the individual providers delivering the package, enabling objective oversight of the provision as a whole rather than representing any individual tuition, therapy or specialist service.
Key benefits
How an EOTAS Case Lead supports your Local Authority
Clear oversight of the whole package
One named professional maintains oversight across provision, providers, delivery, progress and review.
Monitoring of EHCP provision
Greater visibility of whether agreed EHCP and Section F provision has commenced and is being delivered consistently.
Coordinated multi-provider working
Education, therapy, mentoring and specialist provision are brought together around shared needs and outcomes.
Earlier identification of gaps and risk
Missed provision, provider instability, emerging concerns and safeguarding issues can be identified and escalated earlier.
Clear reporting and audit trails
Structured records give commissioners greater visibility of actions, risks, provision, progress and review activity.
Commissioner assurance over outcomes and high-needs expenditure
A clearer line of sight between identified need, commissioned provision, actual delivery, expenditure and outcomes.
When Local Authorities use this service
When an EOTAS package needs stronger coordination and oversight
The service is particularly suited to complex or high-needs EOTAS packages where the level of professional involvement, number of providers, value of the package or level of risk requires dedicated professional oversight.
Local Authorities may commission an EOTAS Case Lead where:
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“Laura is highly professional and has clear communication skills and so she is able to work positively with Local Authorities to obtain positive outcomes for young people.”
Shirley Moyse
SMM
Significant high-needs expenditure requires clearer oversight of delivery, effectiveness and outcomes
A child or young person has a complex package involving multiple providers
A newly agreed EOTAS arrangement requires structured mobilisation and implementation
Provision has become fragmented, delayed or difficult to oversee
There are concerns about delivery, engagement or progress
Stronger oversight of EHCP and Section F provision is required
The package carries a higher level of risk and requires closer monitoring
Evidence from multiple providers needs to be coordinated for Annual Review
Commissioners need assurance that the package remains appropriate, effective, proportionate and aligned to the child or young person’s identified needs
The service can be commissioned proactively when a new package is being established or introduced where an existing EOTAS arrangement requires stronger professional oversight.
Why professional oversight matters
One coordinated programme, rather than a collection of separate services
A bespoke EOTAS package may involve significant education, therapy, mentoring and specialist support delivered by different providers.
Without one professional holding the complete picture, information can become fragmented across providers, families and Local Authority teams.
It can become harder to establish:
Whether all agreed provision has actually started
Whether provision is being delivered consistently
Whether providers are working towards shared EHCP outcomes
Whether the child or young person is engaging and progressing
Whether there are gaps or duplication
Whether the package remains appropriate
Whether risks are emerging
Whether high-needs expenditure is translating into effective provision and measurable outcomes
The EOTAS Case Lead creates a clearer line of sight between identified need, commissioned provision, actual delivery, engagement, progress, outcomes, expenditure and future commissioning decisions.
Ofsted has identified wide variation nationally in both the quality of EOTAS packages and the quality of oversight applied to them. Source
EOTAS Case Lead & Coordination Service
What the service includes
The Case Lead is independent of the individual providers delivering the package, enabling objective oversight of the provision as a whole rather than representing any individual tuition, therapy or specialist service.
Specialist coordination across the full EOTAS package
Each child or young person is allocated a named EOTAS Case Lead who is a qualified teacher and experienced SENDCO, with extensive experience in SEND, complex SEND casework, EHCP provision and multidisciplinary working.
Case review & mobilisation
We review the EHCP, Section F provision, professional evidence and current circumstances to understand the child or young person’s needs and the package being commissioned.
This can include identifying gaps or areas requiring clarification, developing the provision map and establishing the initial monitoring and reporting framework.
Provision mapping & provider coordination
We coordinate the different elements of provision around one clear programme.
Monitoring & quality assurance
The Case Lead maintains oversight of whether agreed provision is being delivered and whether it continues to meet the child or young person’s needs.
Multidisciplinary working
Where a package involves education, therapy, mentoring and other professional input, the Case Lead helps ensure those services are not operating in isolation.
We coordinate multidisciplinary communication and review activity so there is a clearer shared understanding of need, delivery and progress.
Risk, escalation & commissioner reporting
The service includes action tracking, risk monitoring and clear escalation where Local Authority involvement or statutory decision-making is required.
Structured Case Lead reports provide commissioners with a current and auditable picture of the package.
Annual Review coordination
We support the Local Authority’s Annual Review process through evidence collation, coordination of multidisciplinary input, preparation of review documentation, facilitation of the review meeting where commissioned, and a clear professional overview of progress, outcomes and any recommended changes to the package.
Commissioning options
Flexible commissioning to meet Local Authority requirements
The EOTAS Case Lead & Coordination Service can be commissioned around the complexity of the individual package and the level of oversight required.
Commissioning arrangements can include:
01
Individual child or young person commissioning
Specialist Case Lead support for an individual EOTAS package.
02
EOTAS package mobilisation
Shorter-term support to establish and coordinate a newly agreed package.
03
Ongoing EOTAS Case Lead Oversight
For established EOTAS packages requiring ongoing professional coordination, monitoring, reporting, termly review and Annual Review support.
04
Enhanced EOTAS Case Lead Oversight – Complex & High-Risk Packages
For complex, multi-provider or higher-risk EOTAS arrangements requiring more frequent liaison, multidisciplinary coordination, monitoring, escalation and commissioner reporting.
05
Pilot programmes
A structured way to test the Case Lead model before considering wider implementation.
06
Block or framework commissioning
Support across a cohort of children and young people or as part of a broader approved-provider arrangement. 6ab5644c9190c9364d6ff4f0
Our process
How EOTAS Case Lead support works
1.
Initial conversation
We discuss the Local Authority’s requirements, the current or proposed EOTAS arrangement and the level of oversight required.
2.
Review & mobilisation
The Case Lead reviews the EHCP, Section F provision, professional evidence and current package before establishing the provision map, timetable and agreed coordination framework.
3.
Coordination & monitoring
We coordinate providers, monitor delivery and engagement, maintain communication across the package and identify gaps, concerns or emerging risks.
4.
Reporting & review
The Local Authority receives structured reporting and oversight throughout the commission, with evidence brought together to support review and future commissioning decisions.
Is this the right service for your Local Authority?
This service is suitable for individuals and families who need professional support with a benefit application, renewal, review, Mandatory Reconsideration or Tribunal appeal. We help make sure the person’s needs are clearly explained and supported by the right evidence.
This service may be particularly helpful where:
You are commissioning a complex or multi-provider EOTAS package
A new EOTAS arrangement needs structured mobilisation
Internal officers are carrying significant day-to-day coordination alongside their statutory caseload
You need clearer monitoring of whether EHCP or Section F provision is actually being delivered
Providers need stronger coordination around shared outcomes
You require clearer reporting around engagement, progress and risk
You need stronger evidence and oversight ahead of Annual Review
Commissioners require greater visibility of the effectiveness and proportionality of a high-needs package
Service Boundaries:
The EOTAS Case Lead provides specialist coordination, oversight, quality assurance and professional recommendations. The Local Authority retains its statutory responsibilities and decision-making functions, and individual providers remain responsible for the professional delivery of their own provision.
Local Authority brochure
EOTAS Case Lead & Coordination Service
For more detailed information about the service, commissioning options, professional oversight, monitoring and reporting, request our Local Authority brochure.
Questions & answers
Frequently asked questions
Still unsure about something? We’re always happy to talk it through.
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Need clearer oversight of a complex EOTAS or high-needs package?
If you are commissioning a new EOTAS package, or need stronger assurance over delivery, outcomes, risk and high-needs expenditure within an existing arrangement, speak to our team about specialist EOTAS Case Lead support.