Evaluation Summary Report (BIE)

Tool Search: Special Ed Documents

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 2023. Evaluation formats are selected in the Eval Types tool.

Screenshot of the Editor Home listing all editors. Editor Home

Evaluation Header

The Evaluation Header editor lists general information about the Evaluation.

Screenshot of the Evaluation Header editor. Evaluation Header Editor

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Field	Description	Validation
Evaluation Due Date	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 days from the date entered in the Date Consent Received by School field. This field is read-only.
Date Evaluation Completed Required	The day the evaluation is completed.	N/A
Evaluation Type	The type of evaluation. Options include: Initial Reevaluation	N/A
Consent Date Required	The day the consent is sent to the student's parent/guardian.	N/A
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.	The date entered in this field automatically calculates to a date 60 days in the future. When a date is entered here, the Evaluation Due Date auto-populates.
Date Evaluation Completed Required	The day the evaluation was completed for the student.	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.

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

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 > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip
Primary Language	The student's first language.	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

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.

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.	This field always displays on print. Ad hoc inquiries: evaluation.determinationDate

Evaluation Summary Report (BIE)

Evaluation Header

Enrollment Information

Student Information

Parent/Guardian Information

Reasons for Referral

Intellectual Skills

Academic Achievement

Communication Skills

Physical/Medical

Motor Skills

Social, Emotional and Behavioral

Adaptive Skills

Hearing

Vision

Vocational

Developmental Delay

Classroom Observations

Other

Determination of Eligibility

Previous Versions

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