Section 07 · Evidence Bundles
Sharing with schools and LAs
How to share evidence bundles with schools, local authorities, and other educational bodies, including what to share, how to share it, and what to do if access is refused.
After reading this article you can
- Share a bundle with a school or LA contact
- Understand the best approach for different types of sharing
- Know your rights if a school or LA refuses to engage with your evidence
Sharing evidence effectively with schools and local authorities is a core part of advocating for your child. How you share matters, structured, well-organised evidence presented through the right channel is harder to dismiss than an email with multiple attachments.
Sharing before an annual review
Before an annual review meeting, sharing your bundle in advance gives the attendees time to read the evidence and come prepared. The Code of Practice does not specify a format for parent contributions, but sharing a bundle 5–7 days before the meeting is good practice.
You can share via:
- Secure share link: send the link by email to the meeting organiser or SENCo. State in the email that you are sharing your evidence in advance of the review.
- Printed PDF: bring printed copies to the meeting. Bring enough for each attendee plus one for yourself.
- Emailed PDF: if you prefer, email the PDF directly. Note that large files may be blocked by school or LA email filters.
Sharing with the LA
When sharing evidence with the LA, particularly in the context of an EHCP assessment, amendment request, or appeal, keep a clear record of what you shared and when.
If you use a share link, the access log gives you a timestamped record of when the link was accessed. If you share by email, keep the sent email as evidence.
Always share evidence in a form that is easy to read and organised. A disorganised collection of files is easier for an LA officer to deprioritise. A structured, paginated bundle with a contents page is harder to ignore.
When to hold evidence back
Not all evidence needs to be shared in advance. If you are in an active dispute or approaching a tribunal, your advocate or solicitor may advise you to hold back certain documents until the tribunal exchange stage. Follow their guidance, sharing prematurely can affect your case strategy.
If a school or LA refuses to engage with your evidence
If a school or LA officer tells you they "don't have time to read it" or declines to acknowledge your bundle, document this. A refusal to engage with parent-provided evidence is itself relevant in a dispute.
You are not obliged to provide evidence in any specific format, and the LA is not entitled to refuse to consider evidence you provide. If this happens, raise it in writing, "I am writing to confirm that I shared [bundle name] with [name] on [date] and that they stated they would not review it. I would be grateful for a written explanation."
Tip
For tribunal proceedings, evidence sharing is governed by the Tribunal's directions, not the LA's preferences. Your solicitor or advocate will advise on what to share and when as part of the tribunal preparation process.
What to do next
- 1
Share your bundle before your next meeting
Create a share link or export a PDF for your upcoming meeting and share it 5–7 days in advance.
- 2
Move on to Disclosure Requests
The next section explains how to use SEN Evidence Vault to track and manage Subject Access Requests and other disclosure requests.
Next in this section
What is a disclosure request
How Subject Access Requests and other disclosure requests work in the context of SEND cases, and how SEN Evidence Vault helps you manage them.
Related articles
What is an Evidence Bundle?
Evidence bundles are curated collections of documents from your Vault, assembled for a specific recipient or purpose. This article explains what they are and when to use them.
Choosing a bundle template
How to select the right evidence bundle template for your situation, annual review, tribunal, DLA application, or school transition.
Building a bundle
How to add documents to an evidence bundle, organise them into sections, and structure the content for your intended audience.
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