Individual Education Plan (BIE)

Last Modified on 08/25/2025 8:42 am CDT

Tool Search: Special Ed Documents

The Individual Education Plan is used to capture student special education plan information and match the required documentation provided by the Bureau of Indian Education. This document describes each editor, each field on the editor, and any special considerations and instructions. For information on general functionality, navigation, and additional plan and evaluation features, see the core Plan and Evaluation Information article.

The current print format is the BIE IEP 2023.3 and BIE IEP with Transition. Plan formats are selected in Plan Types. The plan type documented is the IEP with Transition. Editors only available for the Transition IEP are marked as Transition only below.

Screenshot of the Editor Home listing all editors. Editor Home

IEP Overview

The IEP Overview editor includes general meeting and screening information and lists the dates associated with the plan, such as dates the plan is active.

This editor must be saved before continuing to other areas of the plan.

Screenshot of the IEP Overview editor. IEP Overview Editor

Field	Description	Validation
Meeting Date	The day of the meeting.	N/A
Start Date Required	The first day of the plan.	N/A
End Date Required	The last day of the plan.	This field auto-populates with the date entered as the Start Date plus one year and one day.
Eligibility Date Read-Only	The day the student was determined to be eligible to receive special ed services.	This field pulls in from the Determination of Eligibility Date field on the Determination of Eligibility editor on most recent locked Evaluation. See the BIE Evaluation Summary Report for additional information.
Was evaluation completed by another school or agency?	Indicates an evaluation was completed by another school or agency. Options are Yes of No.	N/A
Date evaluation completed by another school or agency *Required	The school or agency that completed the evaluation.	*This field is available and required when Yes is selected for Was evaluation completed outside of school?
Next Evaluation Read-Only	The day of the student's next evaluation.	This field auto-populates to three years minus one day from the Eligibility Date when the Evaluation exists OR from the date when the Evaluation was completed. When both dates exist, the newest date is used in the calculation.
Hours in a Typical School Week	The number of hours the student spends in school in a typical week.	This field allows for 2 decimal places with a minimum of 0 and max of 999.99.
Objectives Required for This Student	Indicates objectives are required for the student.	When marked, entered objectives display on print.

Field	Description	Validation
Primary Disability Required	The student's disability. Options include: 40: Intellectual Disabilities 41: Hearing Impairments/Deafness 42: Speech or Language Impairments 43: Visual Impairments 44: Emotional Disturbance 45: Orthopedic Impairments 46: Other Health Impairments 47: Specific Learning Disabilities 48: Deaf/Blindness 49: Multiple Disabilities 50: Autism 51: Traumatic Brain Injury 52: Developmental Delay	Upon Refresh, this field auto-populates based on the value indicated in recent BIE Evaluation Summary Report, regardless of locked status. When no Evaluation Summary Report exists, this field auto-populates from the BIE Reporting section of the student's Enrollment record, but it can be modified. Users cannot save when the Primary Disability is 52: Developmental Delay when the student turns 10 on or before the start date of the plan.
Special Ed Status Required	The student's special ed status. Options include: 01: Regular Ed-Not Receiving Services 02: Being Evaluated 03: Receiving Services 04: Terminated from Special Ed	The only option that can be selected is 03: Receiving Services. Upon Refresh, this field auto-populates from the BIE Reporting section of the student's Enrollment record.
Special Ed Setting Required	The student's special ed setting. Click the click to expand link to view available options. A01: Age 4 receiving SPED Services in Reg EC Program (K), child in the program at least 10hrs/wk A02: Age 4 in a Reg EC Program (K) at least 10hrs/wk, receiving SPED service in Other location A03: Age 4 receiving SPED services in a Reg EC Program (K), child in the program less than 10hrs/wk A04: Age 4 in a Reg EC Program (K) less than 10hr/wk, receiving SPED service in Other location B01: EC/KG age 4 separate class B02: EC/KG age 4 separate school B03: EC/KG age 4 Residential facility B04: EC/KG age 4 Home B05: EC/KG age 4 Service Provider Location A: Inside regular class 80% or more of day B: Inside regular class 40%-79% of day C: Inside regular class less than 40% of day D: Separate School E: Residential Facility F: Homebound/Hospital G: Correctional Facility H: Parentally Placed in Private Schools	When the student turns 6 on or before the start date of the plan, the only value available in the dropdown are those with a code of A-H. Upon Refresh, this field auto-populates from the BIE Reporting section of the student's Enrollment record.
School Name Read-Only	The name of the school associated with the student's Enrollment record.	Upon Refresh, this field auto-populates from the student's Enrollment record.
School Phone Read-Only	The phone number of the school associated with the student's Enrollment record.	Upon Refresh, this field auto-populates from the student's Enrollment record.
Grade Read-Only	The student's current grade.	Upon Refresh, this field auto-populates from the student's Enrollment record.
District Information
District Number	The district number associated with the Enrolled school.	Upon Refresh, this field auto-populates from the State District Number field on District record.
District Name	The district name associated with the Enrolled school.	Upon Refresh, this field auto-populates from the District Name field on District record.
District Address	The district address associated with the Enrolled school.	Upon Refresh, this field auto-populates from the District Address field on District record.
District Phone	The district phone number associated with the Enrolled school.	Upon Refresh, this field auto-populates from the District Phone field on District record.
District SPED Address	The district special education address associated with the Enrolled school.	Upon Refresh, this field auto-populates from the District SPED Address field on District record.
District SPED Phone	The district special ed phone number associated with the Enrolled school.	Upon Refresh, this field auto-populates from the District SPED Phone field on District record.

Field	Description	Location (upon Refresh)
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 identified race and/or ethnicity.	Census > People > Demographics > identity.raceEthnicity
Birthdate	The student's birthdate.	Census > People > Demographics > Birth Date identity.birthDate
Age	The age of the student.	Census > People > Demographics > Age
Gender	The student's gender.	Census > People > Demographics > Gender identity.gender
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 language they speak at home.	Census > People > Demographics > Home Primary Language
NASIS ID	The student's NASIS identification number.	Census > People > Demographics > NASIS ID
Student Number	The student's identification number.	Census > People > Demographics > Student Number
Case Manager Information These fields are read-only.
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	Location (upon Refresh)	Validation
Last Name	The last name of the parent/guardian.	Census > People > Demographics > Last Name identity.lastName	This field populates from Census. This is part of the header for the parent/guardian.
First Name	The first name of the parent/guardian.	Census > People > Demographics > First Name identity.firstName	This field populates from Census. This is part of the header for the parent/guardian.
Middle Name	The suffix of the parent/guardian.	Census > People > Demographics > Suffix Name identity.suffix	This field populates from Census. This is part of the header for the parent/guardian.
Suffix	The suffix of the parent/guardian.	Census > People > Demographics > Suffix Name identity.suffix	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.	Census > People > Relationships	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.	N/A	When no Sequence is selected, parent/guardian(s) print in the order displayed in the UI and print. When any Sequences are selected, unordered parent/guardian(s) display and print at the bottom.
Address	The parent/guardians' address.	Census > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip	This field populates from Census. When there are multiple addresses for a person, a drop down with an option to select which address displays. When there is only one address, the drop down has one option. The populated address is the one marked as Primary.
Home Phone	The home phone number of the parent/guardian.	Census > People > Demographics > Household Phone	This field populates from Census.
Work Phone	The work phone of the parent/guardian.	Census > People > Demographics > Work Phone	This field populates from Census.
Cell Phone	The cell phone of the parent/guardian.	Census > People > Demographics > Cell Phone	This field populates from Census.
Email	The primary email address for the parent/guardian.	Census > People > Demographics > Email	This field populates from Census.

Field	Description	Validation
Area(s) affected by PLAAFP Required	The PLAAFP area. Options include: Reading OT Math PT Writing Behavior Speech Social/Emotional Other	Multiple options can be selected.
Specify *Required	The other PLAAFP area.	*This field is available and required when Other is selected from PLAAFP area.
Describe in plain terms the student's strengths. *Required	A description of the student's strengths.	*This field is required in order to Complete the editor.
Describe in plain terms the parental concerns for the student. *Required	A description of the parent/guardians' concerns.	*This field is required in order to Complete the editor.
Describe in plain terms the student's levels of academic achievement. *Required	A description of the student's present levels of academic achievement.	*This field is required in order to Complete the editor.
Describe in plain terms the student's levels of functional performance. *Required	A description of the student's present level of functional performance.	*This field is required in order to Complete the editor.
Describe in plain terms how the student's disability affects his/her involvement and progress in the general educational curriculum. *Required	A description of how the student's disability impacts their involvement and progress in general education curriculum.	*This field is required in order to Complete the editor.

Column Name	Description
Padlock Icon	The user currently editing the record.
Goal	The name of the goal.

Field	Description	Validation
Subject	The area addressed by the goal. Options include: Behavior Math OT PT Reading Social/Emotional Speech Writing Secondary Transition Other	N/A
Annual Goal	The specific goal.	N/A
How will progress on goals be measured?	A description of how progress towards the goal is measured.	N/A
Who will monitor progress on goal?	A description of the person responsible for monitoring progress of the goal.	N/A
Objectives
Goal: "Subject" Read-Only	The subject selected above.	This pulls from the Subject field.
"Annual Goal" Read-Only	The goal addressed.	This pulls from the Annual Goal field.
Objective	The short-term objective towards the annual goal.	N/A

Field	Description	Validation
Describe the student's strengths, preferences and interests in the areas of postsecondary education, vocational education, integrated employment (including supported employment), continuing and adult education, adult services, adult living, or community participation. *Required	A description of the student's strengths, preferences and interests upon exiting high school.	*This field is required in order to Complete the editor.
Results of age-appropriate transition assessments	A description of the age-appropriate transition assessments.	*This field is required in order to Complete the editor.
Post Secondary Goals Develop measurable postsecondary goal(s) based upon age appropriate transition assessments related to the following areas:
Training *Required	The student's post-secondary training goals.	*This field is required in order to Complete the editor. Goal(s) must begin with "Upon exiting high school..."
Education *Required	The student's post-secondary education goals.	*This field is required in order to Complete the editor. Goal(s) must begin with "Upon exiting high school..."
Employment *Required	The student's post-secondary employment goals.	*This field is required in order to Complete the editor. Goal(s) must begin with "Upon exiting high school..."
Where appropriate, Adult Living Skills *Required	The student's post-secondary adult living skills goals.	*This field is required in order to Complete the editor. Goal(s) must begin with "Upon exiting high school..."
List any agency that was invited but did not attend the meeting and explain how the school will obtain agency participation. *Required	A description of any agencies invited but did not attend the meeting and how the school is going to obtain agency participation.	*This field is required in order to Complete the editor.
Student is projected to graduate by this date *Required	The date the student is projected to graduate.	*This field is required in order to Complete the editor.
Graduation Plans were discussed on *Required	The date the graduation plans were discussed.	*This field is required in order to Complete the editor.
Diploma type *Required	The diploma type the student is expected to receive.	*This field is required in order to Complete the editor. This field is limited to 50 character.

Column Name	Description	Validation
Padlock Icon	The user currently editing the record.	N/A
Service Provided	The transition service provided.	N/A
Activity or Strategy	The activity or strategy the student participates in.	This field is truncated to 200 characters.

Column Header	Description
Padlock Icon	The user currently editing the record.
Course of Study	The course the student needs to complete to meet their post secondary goals.
Grade	The grade the student takes the course.

Field	Description	Validation
General Information	General information concerning the student's participation in an extended school year program. Options include: The student experiences significant regression on learned skills or adaptive behaviors over regularly scheduled school breaks during the school year. The student requires a significant amount of time and effort to recoup previously learned behaviors and skills. The student has a previous record of regression and limited recoupment over regularly scheduled tasks. The student has received previous ESY services that resulted in positive benefits for the student. The student has needs that could not be met in other summer programs, however, these programs have been considered and determined to be of less benefit than ESY. *NOTE: Students may participate in both programs.	Multiple options can be selected.
Determination
Review of documents for Extended School Year Services Determination	The name of the documents reviewed by the team to make the ESY determination.	N/A
ESY Eligibility Determination	The team's determination. Options include: The team has determined that the student requires ESY services. The team has determined that the student is not eligible for ESY services. The team has agreed that additional information is required to determine the student's eligibility for ESY services.	Only one option can be selected.
Additional Data to be Collected	The names and dates of documents collected to make the ESY determination.	N/A

Field	Description	Validation
Service *Required	The name of the service provided to the student. Options include: Adaptive Physical Education Assistive Technology Braille Instruction Career/Vocational Communication Math Reading Self Help/Independence Sensory-Motor Social/Emotional/Behavioral Speech Transition Travel Training Written Expression Other A district defined attributes display at the bottom of this list.	N/A
Service Position Required	The personnel administering the service. Click the click to expand link to view available options. Adapted Physical Education Teacher Administrator/Designee Assistive Technologist Audiologist Care Coordinator Counselor Deaf Educator Diagnostician/Psychometrist Dyslexia Therapist General Education Teacher Hearing Impaired Teacher Interpreter Nurse Occupational Therapist Outside Agency Physical Therapist Psychologist Social Worker Special Education Coordinator (CAU) Special Education Teacher Speech Language Pathologist/Clinician Speech Teacher Speech Therapist Teacher Assistant Transition Services Participant Other	The values available are hard-coded.
Setting Required	The location where the service is to take place. Options include: With regular education classroom peers Separated from regular education classroom peers	N/A
Duration and Frequency
Start Date Required	The first day of service.	This field auto-populates to the Start Date of the plan.
End Date Required	The last day of service.	This field auto-populates to the End Date of the plan.
Minutes per session	The number of minutes per session.	Only whole numbers are allowed with a five character limit.
Session frequency #sessions per week Required	The session frequency per week.	Only whole numbers are allowed with a five character limit.
Total minutes per week	The calculated total number of minutes per week the student receives services.	This is read-only.

Field	Description	Validation
Related Services were considered, and it was determined that the student does not demonstrate a need at this time.	Indicates related services are not needed for the student.	When marked, the remaining fields on the editor become unavailable.
Service *Required	The name of the service provided to the student. Options include: Assistive Technology Audiology Counseling Early Identification/Assessment Medical (Diagnostic) Occupational Therapy Orientation and Mobility Parent Counseling and Training Physical Therapy Psychological Recreation Rehabilitation Counseling School Health/Nurse Services Social Work in Schools Speech/Language Therapeutic Recreation Transportation	N/A
Service Position Required	The personnel administering the service. Click the click to expand link to view available options. Adapted Physical Education Teacher Administrator/Designee Assistive Technologist Audiologist Care Coordinator Counselor Deaf Educator Diagnostician/Psychometrist Dyslexia Therapist General Education Teacher Hearing Impaired Teacher Interpreter Nurse Occupational Therapist Outside Agency Physical Therapist Psychologist Social Worker Special Education Coordinator (CAU) Special Education Teacher Speech Language Pathologist/Clinician Speech Teacher Speech Therapist Teacher Assistant Transition Services Participant Other	The values available are hard-coded.
Setting Required	The location where the service is to take place. Options include: With regular education classroom peers Separated from regular education classroom peers	N/A
Duration and Frequency
Start Date Required	The first day of service.	This field auto-populates to the Start Date of the plan.
End Date Required	The last day of service.	This field auto-populates to the End Date of the plan.
Minutes per session	The number of minutes per session.	Only whole numbers are allowed with a five character limit.
Session frequency #sessions per week Required	The session frequency per week.	Only whole numbers are allowed with a five character limit.
Total minutes per week	The calculated total number of minutes per week the student receives services.	This is read-only.

Field	Description	Validation
Print in Plan	Indicates this record prints.	This defaults to marked.
Date of Notice Required	The day of the notice.	N/A
We are writing to you because	A description of why the notice is sent.	N/A
Contact Name	The person contacted.	N/A
Contact Phone	The phone number of the person contacted.	N/A
Proposal table Column names: All Items Proposed and Options Considered Accept/Reject Reason for Acceptance or Rejection Click Add Proposal* to add records to the Proposal table. A side panels displays:*
The following proposals were made by the school and or parent/guardian. Required	The proposal made by the school and/or parent/guardian(s).	N/A
All items Proposed and Options Considered Required	A list of the proposed items and all options considered.	N/A
Accept/Reject Required	Indicates the proposal is accepted or rejected. Options include: Accept Reject	N/A
Reasons for Acceptance or Rejection Required	The reason the proposal was accepted or rejected.	N/A
Decisions of the school and/or parent(s)/guardian(s) were based on	The basis for the proposed decision. Click the click to expand link to view options available. Student Input Developmental case history Behavioral learning scales Speech/language evaluation Hearing screening Adaptive behavior rating scale Teacher input Vision screening Achievement tests Developmental screening Psychological evaluation Counseling evaluation Classroom performance Previous IEP Process/Learning tests Occupational therapy evaluation Parent input Classroom observation Language dominance Physical therapy evaluation School records Intellectual assessment Medical information Functional vision assessment Transition assessment Other	N/A
Specify other *Required	A description of the other reason for the proposed decision.	*This field is available and required when Other is selected above.
Education Program Administrator	The name of the education program administrator.	N/A
Education Program Administrator Phone	The phone number of the education program administrator.	N/A
Education Program Administrator Email	The email of the education program administrator.	N/A
LEA Contact Name	The LEA contact person.	N/A
LEA Contact Phone	The phone number of the LEA contact person.	N/A
LEA Contact Email	The email of the LEA contact person.	N/A
Parent Advocacy Support Contact Name	The parent advocacy support contact person.	N/A
Parent Advocacy Support Contact Phone	The phone number of the parent advocacy support contact person.	N/A
Parent Advocacy Support Contact Email	The email of the parent advocacy support contact person.	N/A

Field	Description	Validation
Will participate with no accommodations	Indicates the student is to take the assessment without accommodation(s).	When selected, users cannot select another checkbox.
Will participate with the following testing modifications or accommodations	Indicates the student is to take the assessment with the following modifications/accommodation(s), as described in the Specify field below.	When selected, users cannot select another checkbox.
Specify	A description of the modifications/accommodation(s) the student needs to take the assessment.	This field is available when "Will participate with the following testing modifications..." is selected.
Will not participate because the student's grade level will not be assessed during the IEP period.	Indicates the student is not to participate in the assessment since the student's grade level is not going to be assessed during the duration of the IEP.	When selected, users cannot select another checkbox.
Will participate in the state alternate assessment	Indicates the student is to take an alternative state assessment.	When selected, users cannot select another checkbox.
Will not participate because	Indicates the student is NOT to participate in the assessment for the reasons described in the Specify field below.	When selected, users cannot select another checkbox.
Specify	A description as to why the student is not going to participate in the state-wide assessment.	This field is available when "Will not participate because" is selected.

Field	Description	Validation
Program Accommodations and Modifications were considered, and it was determined that the student does not demonstrate a need at this time.	Indicates the student does not require any accommodations/modifications at this time.	When marked, the remaining fields on the editor become unavailable.
Service Area Required	The area needing accommodation/modification. Options include: All Areas English/Language Arts Fine Arts Goals Health Mathematics PE/Athletics Reading Related Service School-wide Assessment Science Social Studies Other	N/A
Type of Accommodation/Modification Required	The type of accommodation/modification. Options include: Presentation Response Scheduling Setting Timing Other	N/A
Specify Other *Required	A description of the other type of accommodation/modification.	*This field is available and required when Other is selected as the Type of Accommodation/Modification.
Accommodation/Modification Required	A description of the accommodation/modification.	N/A
Setting Required	The location of the accommodation/modification. Options include: With regular education classroom peers Separated from regular education classroom peers	N/A
Duration and Frequency
Start Date Required	The first day of the accommodation.	This field auto-populates to the Start Date of the plan.
End Date Required	The last day of the accommodation.	This field auto-populates to the End Date of the plan.
Minutes per session	The number of minutes per session.	Only whole numbers are allowed with a five character limit.
Session frequency #sessions per week	The number of sessions per week.	Only whole numbers are allowed with a five character limit.
Total minutes per week	The calculated total number of minutes per week the student receives the accommodation/modification.	This field is read-only.

Field	Description	Validation
The strength of the student Required	Indicates the student's strengths are addressed and documented in the IEP. Options are Yes or No.	N/A
The concerns of the parent Required	Indicates the parent/guardian's concerns are addressed and documented in the IEP. Options are Yes or No.	N/A
The results of the most recent evaluation of the student Required	Indicates the results of the student's most recent evaluation are addressed and documented in the IEP. Options are Yes or No.	N/A
Does the student's behavior impede his or her learning or that of others? Required	Indicates the student's behavior impedes their learning or the learning of others. Options are Yes or No.	N/A
Are positive interventions, supports or other strategies included in the IEP to address that behavior? *Required	Indicates positive interventions, supports or other strategies are addressed and documented in the IEP. Options are Yes or No.	*This field is available and required when Yes is selected from the "Does the student's behavior impede..." dropdown.
Has a Functional Behavior Assessment (FBA) been conducted? *Required	Indicates a Functional Behavior Assessment (FBA) has been conducted. Options are Yes or No.	*This field is available and required when Yes is selected from the "Does the student's behavior impede..." dropdown.
Does the student have a Behavior Intervention Plan (BIP)? *Required	Indicates the student has a Behavior Intervention Plan (BIP). Options are Yes or No.	*This field is available and required when Yes is selected from the "Does the student's behavior impede..." dropdown.
Does the student require assistive technology devices or services? Required	Indicates the student requires assisted technology devices or services. Options are Yes or No.	N/A
Does the student have communication needs? Required	Indicates the student has communication needs. Options are Yes or No.	N/A
Does the student have blindness or low vision or require one or more specialized formats (braille, large print, audio, and/or digital text) of educational materials because blindness or other disability prevents effective use of standard print materials? Required	Indicates the student is blind or visually impaired and required specialized learning formats for learning other than the standard print materials. Options are Yes or No.	N/A
Is the student deaf or hard of hearing? Required	Indicates the student is deaf or hard of hearing. Options are Yes or No.	N/A
Does the student have limited English proficiency? Required	Indicates the student has a limited proficiency of English. Options are Yes or No.	N/A

Field	Description
The student will follow the school-wide discipline plan (student does not have a Behavior Intervention Plan).	Indicates the student does not have a Behavior Intervention Plan (BIP) and is to follow the school-wide discipline plan.
The student requires modifications described in the IEP under Annual Goals and/or Instructional Accommodations (§300.320).	Indicates the student requires modifications to the school-wide discipline plan as described under the Annual Goals and/or Instructional Accommodations.

Field	Description	Validation
Assistive Technology was considered, and it was determined that the student does not demonstrate a need at this time.	Indicates the student does not need assistive technology at this time.	When marked, the rest of the editor becomes unavailable.
Service Area Required	The service area. Options include: All Areas English/Language Arts Fine Arts Goals Health Mathematics PE/Athletics Reading Related Service School-wide Assessment Science Social Studies Other	N/A
Service Position	The personnel responsible for providing the service to the student. Options include: Speech & Language Pathologist Occupational Therapist Audiologist Related service provider Related service provider assistant Special education teacher General education teacher	N/A
Assistive Technology Item or Device	The specific assistive technology item or device the student requires.	The first 100 characters of the comment display on the List Screen.
Comments	Any comments related to the assistive technology item or device.	N/A

Column Name	Description
Padlock Icon	The user currently editing the record.
Invite Date	The day of the invitation.
Purpose	The purpose of the meeting.
Notification	The number of the notification sent to the invitees.
Print in Plan	Indicates this record prints.

Field	Description	Validation
Print in Plan	Indicates this record prints.	Defaults to unmarked.
Invite Date Required	The day of the invitation.	N/A
Notice	The number of the notice sent to the invitees. Options available include: 1 2 3	N/A
Meeting Date Required	The day of the meeting.	N/A
Meeting Time	The time of the meeting.	N/A
Meeting Location	The location of the meeting.	N/A
Meeting Purpose	The reason for the meeting. Options include: Initial/Reevaluation - to share the information from the completed assessment Annual Review - to review progress on the current IEP Transfer - to discuss development of an interim IEP Manifestation Determination - to discuss relationship of behavior and exceptionality Change of placement/services Functional Behavior Assessment/Behavior Intervention Plan Secondary Transition Plan Other	Multiple options can be selected.
Specify Other *Required	A description of the other reason for the meeting.	*This field is available and required when Other is selected.
Knowledgeable Individuals
First Name Required	The first name of the team member.	This is read-only when the person is pulled in from an active Team Member record, but records can be manually entered.
Last Name Required	The last name of the team member.	This is read-only when the person is pulled in from an active Team Member record, but records can be manually entered.
Role Required	The title of the team member.	This is read-only when the person is pulled in from an active Team Member record, but records can be manually entered.

Field	Description	Validation
Team Meeting: Meeting Date	The date of the meeting.	This is part of the header.
Print in Plan	Indicates this record prints.	Defaults to unmarked.
Meeting Invitation Required	The meeting invitation entered on the IEP Meeting Invitation editor.	Once a meeting is selected in the dropdown, users cannot change the selection.
Invite Date	The date of the invitation.	This field auto-populates with the Invite Date value from the IEP Meeting Invitation editor when a selection is made for Meeting Invitation.
Meeting Date	The day of the meeting.	This field auto-populates with the Meeting Date value from the IEP Meeting Invitation editor when a selection is made for Meeting Invitation.
Meeting Time	The time of the meeting.	This field auto-populates with the Meeting Time value from the IEP Meeting Invitation editor when a selection is made for Meeting Invitation.
Meeting Location	The location of the meeting.	This field auto-populates with the Meeting Location value from the IEP Meeting Invitation editor when a selection is made for Meeting Invitation.
Purpose of Meeting	The reason for the meeting.	This field auto-populates with the Meeting Purpose value from the IEP Meeting Invitation editor when a selection is made for Meeting Invitation.
Discussions and Actions	A description of the discussion and any action items decided.	N/A
Attendance
First Name Required	The first name of the team member.	This field auto-populates with the First Name from the IEP Meeting Invitation editor when a selection is made for Meeting Invitation. Additional team members can be added manually.
Last Name Required	The last name of the team member.	This field auto-populates with the Last Name from the IEP Meeting Invitation editor when a selection is made for Meeting Invitation. Additional team members can be added manually.
Role Name Required	The title of the team member.	This field auto-populates with the Role from the IEP Meeting Invitation editor when a selection is made for Meeting Invitation. Additional team members can be added manually.
Attended	Indicates the team member attended the meeting.	Marking this checkbox prints the Team Member record.

Column Name	Description
Padlock Icon	The user currently editing the record.
Date	The day of the prior written notice.
Decisions Based On	The basis for the proposed decision.
Print in Plan	Indicates this record prints.

Individual Education Plan (BIE)

IEP Overview

Enrollment Information

Student Information

Parent/Guardian Information

PLAAFP

Measurable Annual Goals

Measurable Annual Goals List Screen

Measurable Annual Goals Detail Screen

Transition Activities/Services

Needed Transition Services

Needed Transition Services List Screen

Needed Transition Services Detail Screen

Course of Study

Course of Study List Screen

Course of Study Detail Screen

Transfer of Rights

ESY Information

Notification of Progress

School-Wide Assessments

Special Education Services

Special Education Services List Screen

Special Education Services Detail Screen

Related Services

Related Services List Screen

Related Services Detail Screen

Potential Harmful Effects

LRE

Impact Statement

Accommodations and Modifications

Accommodations and Modifications List Screen

Accommodations and Modifications Detail Screen

Supplementary Services

Supplementary Services List Screen

Supplementary Services Detail Screen

Special Factors

Discipline

Assistive Technology

Assistive Technology List Screen

Assistive Technology Detail Screen

Hearing Aid Maintenance

IEP Meeting Invite

IEP Meeting Invite List Screen

IEP Meeting Invite Detail Screen

Team Meeting

Team Meeting List Screen

Team Meeting Detail Screen

IEP Meeting Notes

IEP Meeting Notes List Screen

IEP Meeting Notes Detail Screen

Prior Written Notice

Prior Written Notice List Screen

Prior Written Notice Detail Screen

Previous Versions

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