Evaluation Summary Report (BIE)
Last Modified on 06/30/2025 9:05 am CDT
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.
Editor Home
The Evaluation Header editor lists general information about the Evaluation.
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: | 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.
|
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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
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| 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 |
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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
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| 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 |
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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
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| 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. |
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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.
Reasons for Referral Editor
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Intellectual Skills
The Intellectual Skills editor is used to document the student's current level of intellectual development.
Intellectual Skills Editor
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Academic Achievement
The Academic Achievement editor is used to document the student's current level of academic achievement in the classroom.
Academic Achievement Editor
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Communication Skills
The Communication Skills editor is used to document the student's current level of communication skills.
Communication Skills Editor
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Physical/Medical
The Physical/Medical editor is used to document the student's physical and medical health.
Physical/Medical Editor
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Motor Skills
The Motor Skills editor is used to document the student's current level of movement and motor ability.
Motor Skills Editor
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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
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Adaptive Skills
The Adaptive Skills editor is used to document the student's current level of adaptive skills.
Adaptive Skills Editor
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Hearing
The Hearing editor is used to document the student's hearing abilities.
Hearing Editor
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Vision
The Vision editor is used to document the student's visual abilities.
Vision Editor
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Vocational
The Vocational editor is used to document the student's vocational skills.
Vocational Editor
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Developmental Delay
The Developmental Delay editor is used to document any delays to the student's development.
Developmental Delay Editor
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Classroom Observations
The Classroom Observations editor is used to describe the student's performance in the classroom.
Classroom Observations Editor
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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
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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
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| 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. |
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Previous Versions
Evaluation Summary Report (BIE) [.2327 and previous]
Editor Home
Evaluation Header Editor
Enrollment 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
