Evaluations are used to document the student's educational needs and determine eligibility for special education. This document describes each editor, the section(s) of the print format that includes the entered information, a description of each field on the editor, and any special considerations and instructions for using the editor and fields.
An evaluation must be created whether or not the student is determined to have a disability. The school district gives a copy of the evaluation summary report, including the documentation of eligibility, to the student’s parents. For information on general functionality, navigation, and additional plan and evaluation features, see the core Plan and Evaluation Information article.
The current format of this document is the BIE Evaluation 2026. Evaluation formats are selected in the Eval Types tool.
Editor Home
Evaluation Header
The Evaluation Header editor lists general information about the Evaluation.
Evaluation Header Editor
Field
Description
Validation
Evaluation Type
The type of evaluation. Options include:
Initial
Reevaluation
N/A
Date Evaluation Completed
Required
The day the evaluation is completed.
N/A
Reason 60 day timeline not met
The explanation for why the evaluation was not completed within the 60 day timeline. Options include:
Parent repeatedly fails or refuses to make child available for evaluation
Child transfers to new school after previous school has begun and evaluation is not completed (child no longer under the jurisdiction of the school)
Contract not awarded
Inclement weather
Evaluator not available
Other
This field does not print.
Enrollment Information
The Enrollment Information editor reports Special Education information from the student's Enrollment.
The Refresh button retrieves a fresh copy of data from the student's record.
Enrollment Information Editor
Field
Description
Location (when Refresh is clicked)
School
The name of the school associated with the student's Enrollment record.
Student Information > General > Enrollments > School
Grade
The student's current grade.
Student Information > General > Enrollments > Grade
Enrollment.grade
District Information
District Number
The district number associated with the Enrolled school.
System Administration > Resources > District Information > State District Number
District Name
The district name associated with the Enrolled school.
System Administration > Resources > District Information > Name
District Address
The district address associated with the Enrolled school.
System Administration > Resources > District Information > Address
District Phone
The district phone number associated with the Enrolled school.
System Administration > Resources > District Information > Phone
District SPED Address
The district special education address associated with the Enrolled school.
System Administration > Resources > District Information > SPED Address
District SPED Phone
The district special education phone number associated with the Enrolled school.
System Administration > Resources > District Information > SPED Phone
Consent Information
The Consent Information editor documents the consent received by the district to evaluate the student.
Consent Information Editor
Field
Description
Additional Information
Consent Date Required
The day the consent is sent to the student's parent/guardian.
Database Location: SEEGenericForm.smalldate2 where seeType='Consent
Date Consent Received by School Required
The day the school received consent from the student's parent/guardian to evaluate the student for special education services.
Database Location: SEEGenericForm.smalldate3 where seeType='Consent'
Evaluation Due Date Required
A day 60 days from the date consent to evaluate the student for special education services is received.
This field auto-populates to a date 60 school days from the date entered in the Date Consent Received by School field. This field is read-only.
Database Location: SEEGenericForm.smalldate1 where seeType='Consent'
Student Information
The Student Information editor displays basic information about the student such as demographic information. This is a read-only editor.
The Refresh button retrieves a fresh copy of data from the student's record.
Student Information Editor
Field
Description
Location (when Refresh is clicked)
Last Name
The student's last name.
Census > People > Demographics > Last Name
identity.lastName
First Name
The student's first name.
Census > People > Demographics > First Name
identity.firstName
Middle Name
The student's middle name.
Census > People > Demographics > Middle Name
identity.middleName
Suffix
The student's suffix.
Census > People > Demographics > Suffix Name
identity.suffix
Race/Ethnicity
The student's state defined race.
Census > People > Demographics > State Race/Ethnicity
Birthdate
The student's birthdate.
Census > People > Demographics > Birth Date
identity.birthDate
Age
The student's age.
Census > Person Information > Age
Address
The student's address.
This field becomes a dropdown when more than one address exists for the student. The primary household displays by default.
Census > People > Demographics > Home Primary Language
identity.homePrimaryLanguage
NASIS ID
The student's state ID number.
Census > People > Demographics > NASIS ID
Case Manager Information
Name
The first and last name of the team member.
Student Information > Special Ed > General > Team Members
Title
The role of the team member.
Student Information > Special Ed > General > Team Members
Phone
The phone number of the team member.
Student Information > Special Ed > General > Team Members
Parent/Guardian Information
The Parent/Guardian Information editor populates based on the guardian checkbox on the student's Relationships tool. The editor includes Demographics information for the student's guardian.
The Delete button next to each parent/guardian can be used to remove a parent/guardian from the IEP.
The Refresh button retrieves a new copy of parent/guardians' data. This also returns any accidentally deleted people. Manually entered fields do not change when the refresh button is clicked. The user must Save after clicking Refresh to capture changes.
Parent/Guardian Information Editor
Field
Description
Validation
Last Name
The last name of the parent/guardian.
This field populates from Census. This is part of the header for the parent/guardian.
First Name
The first name of the parent/guardian.
This field populates from Census. This is part of the header for the parent/guardian.
Middle Name
The middle name of the parent/guardian.
This field populates from Census. This is part of the header for the parent/guardian.
Suffix
The suffix of the parent/guardian.
This field populates from Census. This is part of the header for the parent/guardian.
Relationship
The relation of the parent/guardian to the student.
This field populates from Census. This is part of the header for the parent/guardian.
Print Sequence
The print order of the parent/guardian(s) on the IEP.
When no Sequence is selected, parent/guardian(s) print in the order displayed in the UI. When any Sequences are selected, parent/guardian(s) with a sequence number prints in the order defined. Unordered parent/guardians display below the sequenced records.
Address
The parent/guardians' address.
This field populates from Census > Household > Addresses.
When there are multiple addresses for a person, the drop down with an option to select which address displays. When there is only one address, the drop down only has one option. The populated address is the one marked Primary.
Home Phone
The home phone number of the parent/guardian.
This field populates from Census > Personal Contact Information > Household Phone.
Work Phone
The work phone of the parent/guardian.
This field populates from Census > People > Demographics > Work Phone.
Cell Phone
The cell phone of the parent/guardian.
This field populates from Census > Personal Contact Information > Cell Phone.
Email
The primary email address for the parent/guardian.
This field populates from Census > Personal Contact Information > Email.
Reasons for Referral
The Reasons for Referral editor is used to document the reasons the parent/guardian(s) and/or school personnel referred the student for an evaluation.
The Intellectual Skills editor is used to document the student's current level of intellectual development.
Intellectual Skills Editor
Academic Achievement
The Academic Achievement editor is used to document the student's current level of academic achievement in the classroom.
Academic Achievement Editor
Communication Skills
The Communication Skills editor is used to document the student's current level of communication skills.
Communication Skills Editor
Physical/Medical
The Physical/Medical editor is used to document the student's physical and medical health.
Physical/Medical Editor
Motor Skills
The Motor Skills editor is used to document the student's current level of movement and motor ability.
Motor Skills Editor
Social, Emotional and Behavioral
The Social, Emotional and Behavioral Skills editor is used to document the student's current level of emotional and behavioral abilities.
Social, Emotional and Behavioral Editor
Adaptive Skills
The Adaptive Skills editor is used to document the student's current level of adaptive skills.
Adaptive Skills Editor
Hearing
The Hearing editor is used to document the student's hearing abilities.
Hearing Editor
Vision
The Vision editor is used to document the student's visual abilities.
Vision Editor
Vocational
The Vocational editor is used to document the student's vocational skills.
Vocational Editor
Developmental Delay
The Developmental Delay editor is used to document any delays to the student's development.
Developmental Delay Editor
Classroom Observations
The Classroom Observations editor is used to describe the student's performance in the classroom.
Classroom Observations Editor
Other
The Other editor is used to document any additional information pertinent to the evaluation of the student for a determination of eligibility.
Other Editor
Determination of Eligibility
The Determination of Eligibility editor is used to document the team's decision regarding the action needed for the student based on all the data collected in the previous editors.
Determination of Eligibility Editor
Field
Description
Validation
Eligibility Determination Required
The determination of the team. Options include:
This child has a disability, as defined in the Individuals with Disabilities Education Act (IDEA 2004), in the area of (select Primary Disability below). This disability adversely affects educational performance, and the child requires specialized instruction. The team agrees that neither lack of instruction in reading or math, nor limited English proficiency was a factor in this determination.
This child does not have a disability, as defined in the Individuals with Disabilities Education Act (IDEA 2004), that adversely affects educational performance, and does not require specialized instruction.
Only one option can be selected.
When a user selects a primary disability, the disability populates to (Select Primary Disability Below).
Related Services are required for this child.
Indicates the student requires related services. Options are Yes or No.
N/A
If yes, list service(s) *Required
A description of the services required.
*This field is available and required when Yes is selected for "Related Services are required for this child."
Does this child need further evaluation to determine special education services?
*Required
Options are Yes or No.
*This field is available when No is selected for the Eligibility Determination question.
Primary Disability *Required
The student's primary disability. Options include:
Intellectual Disabilities
Hearing Impairments/Deafness
Speech or Language Impairments
Visual Impairments
Emotional Disturbance
Orthopedic Impairments
Other Health Impairments
Specific Learning Disabilities
Deaf/Blindness
Multiple Disabilities
Autism
Traumatic Brain Injury
Developmental Delay
*This field is required when users selects the check box for "This child has a disability..." and is unavailable when "This child does not have a disability..." is selected.
Determination of Eligibility Date Required
The day the team made the eligibility determination decision.
Editor Home
Evaluation Header Editor
Enrollment Information Editor
Consent Information Editor
Student Information Editor
Parent/Guardian Information Editor
Reasons for Referral Editor
Intellectual Skills Editor
Academic Achievement Editor
Communication Skills Editor
Physical/Medical Editor
Motor Skills Editor
Social, Emotional and Behavioral Editor
Adaptive Skills Editor
Hearing Editor
Vision Editor
Vocational Editor
Developmental Delay Editor
Classroom Observations Editor
Other Editor
Determination of Eligibility Editor
