Individual Education Plan (BIE)

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, a description of each field on the editor, and any special considerations and instructions.

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

Editor Home

The Editor Home lists the editors available, their status, and Modification and Completion information.

HeaderDescription
NameThe name of the editor.
Status

The state of the editor. Statuses can be:

  • In Progress indicates a user has entered and saved data in that editor.
  • Not Started is the default status for all editors.
  • Complete indicates a user has clicked the Complete button on the editor, and the editor is read-only. This does not lock the editor from further editing but indicates the user considers the editor finished.
  • Not Needed indicates a user has clicked the Not Needed button on the editor. This is usually done for editors that do not apply to the student.

The following statuses are only available for certain state-specific documents:

Modified ByThe date and the user by whom the editor was last edited.
Completed ByThe date and the user who clicked the Complete button for that editor.

General Information

The following table lists the actions available for the editors. When resizing the window, certain buttons are condensed into a single Action button. 

ButtonDescription
Save

Different editors have different save options. Click the arrow next to the Save & Stay button to view all saving options for any given editor.

  • Save captures progress and navigates the user to the Editor Home or to the List Screen for List editors. See the Editor Types section for additional information.
  • Save & Stay captures progress and keeps the user on the current editor. This save button is the default save option and is usually found within the detail screen or list editors, such as Goals and Objectives. 
  • Save & Next captures progress and navigates the user to the next editor.
  • Save & New captures progress and creates a new record. This save button is usually found within the detail screen of a list editor, such as Goals and Objectives. See the Editor Type section for additional information.
Refresh

Retrieves a new copy of data from the student's record. This includes enrollment, student, parent/guardian, and team member information. This also returns any accidentally deleted records. Manually entered fields do not change when the refresh button is clicked. The user must Save after clicking Refresh to capture changes.


A side panel displays a listing of all the student's applicable enrollment records. See the Enrollments tool documentation for additional information.

CancelNavigates the user to the Editor Home screen or the List Screen for List editors.

Status

Changes the status of the editor. 

  • Complete indicates the editor is finished. This makes the editor read-only. However, this does not lock the editor from further editing. The user must click In Progress to further edit after an editor is marked Complete.
  • Not Needed indicates the editor does not apply to the student's plan or evaluation. This makes the editor read-only. However, this does not lock the editor from further editing. Click the In Progress button to further edit after an editor is marked Not Needed.
  • In Progress only displays when the editor is in the Complete or Not Needed status and allows additional edits to be made.

The following status is only available for the Nevada IEP:

  • Complete Pending eSignature only displays for certain editors. This button marks the editor as complete until the parent/guardian electronically signs those plan sections via the Campus Parent Portal. See the Special Ed eSignature Process articles for additional information.
Print

Prints the entire document.

EditorsOpens a side panel listing all the available editors and their status. Select an editor from this list to navigate to that editor or click Close to collapse the side panel.
PreviousNavigates the user to the previous editor.
NextNavigates the user to the next editor.

Editor Types

There are two types of editors available: List or Basic editors. When navigating to a Basic editor, the list of fields within the editor is displayed. List editors display a list of all records within that editor. Clicking an existing record or the New button opens the detail view for an individual record.

Editor Lock Out and Release Logic

Only one user at a time can actively work on an editor. A person with a padlock icon (Screenshot of the Padlock Icon.) displays in the Editors side panel, Editor Home, and List Screen of list editors indicating which editors currently have users working on them. Hovering over the icon displays the name of the user who has checked out the editor, including the current user (you).

Editors that are currently being edited are read-only for all other users. The name of the person working on the editor displays in the header. 

To release an editor, the user must:

  • navigate to the next editor by clicking Save and Next or the Editors button and selecting the next editor from the side panel.
  • click the Cancel button to return to the Editor Home screen.
  • log out of the Campus application.
  • navigate to a different tool in the Campus application.

Editors are automatically released when the in-application timeout limit has been exceeded. This is a back-end process and is usually around 30-60 minutes.

Template Banks

Certain fields within several editors have an Add Template icon that displays next to their name. Clicking this button displays a side panel with the available library of predetermined text for that field. Template Banks are managed in System Administration.

Screenshot of the Add Template icon highlighted and the Template Bank side panel displayed on the right.Template Bank Side PanelClick the plus (+) icons next to the category to view the available template values.

Screenshot of an expanded Template Bank Category on the left and several template values selected on the right. Expanded Category and Values SelectedTemplate Bank Categories display on the left and the selected text displays on the right. Click the Add button to add the template value. This adds the template to the queue of values on the right. The red X removes selected templates while the sequence field can be used to reorder the templates. Another option is to use the up and down arrows next to the sequence field to reorder values. 

Click Cancel to go back to the document. The Clear Selected Template(s) button removes all selected template values from the right selection screen. 

Once selections are finalized, click the Insert Selected Template(s) button to add the values to the field within the document in the selected order. Template values are separated by carriage returns.

Screenshot of an example field with several template bank selections added.Example Template Bank Selections in the Document

Text Editors

Images should not be inserted into text fields. 

Editors

The following section lists each editor and describes each field on the editor.

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

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FieldDescriptionValidation
Meeting DateThe 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 WeekThe 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.

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Enrollment Information

The Enrollment Information editor reports Special Education information from the student's Enrollment record. This editor is read only.

The Refresh button retrieves a fresh copy of data from the student's record. See the General Information section for additional information.

Screenshot of the Enrollment Information Editor. Enrollment Information Editor

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FieldDescriptionValidation
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.
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  • 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 NumberThe district number associated with the Enrolled school.Upon Refresh, this field auto-populates from the State District Number field on District record.
District NameThe district name associated with the Enrolled school.Upon Refresh, this field auto-populates from the District Name field on District record.
District AddressThe district address associated with the Enrolled school.Upon Refresh, this field auto-populates from the District Address field on District record.
District PhoneThe district phone number associated with the Enrolled school.Upon Refresh, this field auto-populates from the District Phone field on District record.
District SPED AddressThe 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 PhoneThe 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.

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Student Information

The Student Information editor displays basic information about the student such as demographic information.

The Refresh button retrieves a fresh copy of data from the student's record. See the General Information section for additional information.

Screenshot of the Student Information Editor. Student Information Editor

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FieldDescriptionLocation (upon Refresh)
Last NameThe student's last name.

Census > People > Demographics > Last Name

identity.lastName

First NameThe student's first name.

Census > People > Demographics > First Name

identity.firstName

Middle NameThe student's middle name.

Census > People > Demographics > Middle Name

identity.middleName

SuffixThe student's suffix.

Census > People > Demographics > Suffix Name

identity.suffix

Race, EthnicityThe student's identified race and/or ethnicity.Census > People > Demographics >
identity.raceEthnicity
BirthdateThe student's birthdate.

Census > People > Demographics > Birth Date

identity.birthDate

AgeThe age of the student.Census > People > Demographics > Age
GenderThe 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 LanguageThe 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 NumberThe student's identification number.Census > People > Demographics > Student Number
Case Manager Information
These fields are read-only.
NameThe first and last name of the team member.Student Information > Special Ed > General > Team Members
TitleThe role of the team member.Student Information > Special Ed > General > Team Members
PhoneThe phone number of the team member.Student Information > Special Ed > General > Team Members

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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.

Screenshot of the Parent/Guardian Information Editor.Parent/Guardian Information Editor

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FieldDescriptionLocation (upon Refresh)Validation
Last NameThe 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 NameThe 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 NameThe 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.
SuffixThe 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.
RelationshipThe relation of the parent/guardian to the student.Census > People > RelationshipsThis field populates from Census. This is part of the header for the parent/guardian.
Print SequenceThe print order of the parent/guardian(s) on the IEP.N/AWhen 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.
AddressThe 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 PhoneThe home phone number of the parent/guardian.Census > People > Demographics > Household PhoneThis field populates from Census.
Work PhoneThe work phone of the parent/guardian.Census > People > Demographics > Work PhoneThis field populates from Census.
Cell PhoneThe cell phone of the parent/guardian.Census > People > Demographics > Cell PhoneThis field populates from Census.
EmailThe primary email address for the parent/guardian.Census > People > Demographics > EmailThis field populates from Census.

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PLAAFP

The Present Level of Academic Achievement and Function (PLAAFP) editor provides a summary of the student's current achievement in school. This editor includes areas for parent and student input and a description of various kinds of assistance the student could receive.

Screenshot of the Present Levels of Academic and Functional Performance editor.Present Levels of Academic Achievement and Functional Performance Editor

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FieldDescriptionValidation
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.

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Measurable Annual Goals

The Measurable Annual Goals editor lists measurable goals designed to improve the student's progress in general education and how accomplishing those goals is tracked and determined.

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Measurable Annual Goals List Screen

Screenshot of the Measurable Annual Goals list screen.Measurable Annual Goals List Screen

Column NameDescription
Padlock IconThe user currently editing the record.
GoalThe name of the goal.

Measurable Annual Goals Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of the Measurable Annual Goals detail screen.Measurable Annual Goals Editor

FieldDescriptionValidation
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.
ObjectiveThe short-term objective towards the annual goal.N/A

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Transition Activities/Services

The Transition Activities/Strategies editor identifies specific post secondary transition services provided to the student in various areas and strategies designed to improve the student's post secondary success.

This editor is only available in the IEP with Transition. This editor cannot be placed in a Not Needed status.

Screenshot of the Transition Activities Services editor.Transition Activities/Strategies Editor

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FieldDescriptionValidation
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.

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Needed Transition Services

The Needed Transition Services editor is used to document statement(s) of the student's needed transition services

This editor is only available in the IEP with Transition. This editor cannot be placed in a Not Needed status.

Click here to expand...

Needed Transition Services List Screen

Screenshot of the Needed Transition Services List Screen.Statement of Needed Transition Services List Screen

Column NameDescriptionValidation
Padlock IconThe user currently editing the record.N/A
Service ProvidedThe transition service provided.N/A
Activity or StrategyThe activity or strategy the student participates in. This field is truncated to 200 characters.

Needed Transition Services Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of the Needed Transition Services detail Screen.Statement of Needed Transition Services Detail Screen

FieldDescription
Transition Service
Required

The transition service provided. State defined options include:

  • Community Experiences
  • Daily Living Skills - if appropriate
  • Employment
  • Functional Vocational Evaluation - if appropriate
  • Instruction
  • Post-School Adult Living Skills
  • Related Services
Activity or StrategyA description of the activity or strategy the student participates in.
Agency ResponsibleThe agency responsible for administering the service.

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Course of Study

The Course of Study editor lists the courses the student needs to complete to meet the established post secondary goals.

This editor cannot be placed in a Not Needed status.

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Course of Study List Screen

Screenshot of the Course of Study List screen.Transition: Projected Course of Study List Screen

Column HeaderDescription
Padlock IconThe user currently editing the record.
Course of StudyThe course the student needs to complete to meet their post secondary goals.
GradeThe grade the student takes the course.

Course of Study Detail Screen

Select an existing record or New to view the detail screen.

Screenshot of the Course of Study detail screen.Transition: Projected Course of Study Detail Screen

FieldDescription
Course of StudyThe course the student needs to complete to meet their post secondary goals.
GradeThe grade the student takes the course.

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Transfer of Rights

The Transfer of Rights editor to document the date the student will reach the age of majority.

This editor cannot be placed in a Not Needed status.

Screenshot of the Transfer of Rights editor.Transfer of Rights at Age of Majority Editor

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ESY Information

The Extended School Year (ESY) Information editor is used to document information about the student regarding services beyond the standard school time, such as beyond school hours or during breaks. This includes the team's decision regarding the student's participation in an ESY program.

Screenshot of the Extended School Year Information editor.Extended School Year Information Editor

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FieldDescriptionValidation
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

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Notification of Progress

The Notification of Progress editor to document the method and frequency in which the student's progress is reported to the student's parent(s)/guardian(s).

Screenshot of the Notification of Progress editor.Notification of Progress Editor

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FieldDescriptionValidation
Method of reporting to parents/guardians

The manner in which progress is reported to the student's parent/guardian. Options include:

  • Mail
  • Email
  • NASIS Parent Portal
District defined values can be added and display below the listed options.
Frequency of reporting to parents/guardians

The frequency of reporting the student's progress to their parent/guardians. Options include:

  • Weekly
  • Bi-Monthly
  • Monthly
  • Quarterly
District defined values can be added and display below the listed options.

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School-Wide Assessments

The School-Wide Assessments editor reviews the IEP team's decision on how the student is tested to meet state guidelines. Details of accommodations and how the student is assessed are also documented.

Screenshot of the School-Wide Assessments editor.Participation in School-Wide Assessments Editor

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FieldDescriptionValidation
Will participate with no accommodationsIndicates 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 accommodationsIndicates 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.
SpecifyA 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 assessmentIndicates the student is to take an alternative state assessment.When selected, users cannot select another checkbox.
Will not participate becauseIndicates 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.
SpecifyA 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.

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Special Education Services

The Special Education Services editor lists services provided to the student in a Special Education setting.

Click here to expand...

Special Education Services List Screen

Screenshot of the Special Education Services List Screen.Education Service Provided List Screen

Column NameDescription
Padlock IconThe user currently editing the record.
Service ProvidedThe name of the service provided to the student.

Minutes/Session

The frequency of the service.
Start DateThe first day of service.
End DateThe last day of service.

Special Education Services Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of the Special Education Services Detail Screen.Education Service Provided Detail Screen

FieldDescriptionValidation
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. 

Click here to expand...

  • 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 sessionThe 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 weekThe calculated total number of minutes per week the student receives services.This is read-only.

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Related Services

The Related Services editor lists developmental, corrective or other supportive services required to assist the student with a disability.

Click here to expand...

Related Services List Screen

Screenshot of the Related Services List Screen.Related Service Provided List Screen

Column NameDescription
Padlock IconThe user currently editing the record.
Service ProvidedThe name of the service provided to the student.

Minutes/Session

The frequency of the service.
Start DateThe first day of service.
End DateThe last day of service.

Related Services Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of the Related Services Detail Screen.Related Service Provided Detail Screen

FieldDescriptionValidation
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. 

Click here to expand...

  • 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 sessionThe 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 weekThe calculated total number of minutes per week the student receives services.This is read-only.

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Potential Harmful Effects

The Potential Harmful Effects editor is used to document any potentially harmful effect(s) the placement selected would have on the student and the quality of the services the student receives. The following is a text field used to describe the risks of placement: What are the potential harmful effect(s) the placement selected would have on the student and the quality of the services the student receives?

Additional information is available by clicking on the info icon.

Screenshot of the Potential Harmful Effects editor.Potential Harmful Effects Editor

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LRE

The Least Restrictive Environment (LRE) editor records information related to the student's placement and interaction with non-disabled peers.

Screenshot of the Least Restrictive Environment editor.Least Restrictive Environment Editor

Click here to expand...

FieldDescriptionValidation
Activities with students without disabilities

The activities the student is to participate in with non-disabled peers. Option include:

  • Art
  • Music
  • Library
  • Health/PE
  • Computer Lab
  • Native Culture/Language
  • Industrial Technology
  • Consumer Science
  • Vocational Education
  • Core Subjects
  • Breakfast/Lunch
  • Special Events
  • Athletics
  • Recess
  • Groups/Clubs
  • Recreation
  • Community Based Environments
Multiple options can be selected.
Other Non-Academic/Extra-Curricular ActivitiesA description of any non-academic/extra-curricular activities the student is to participate in with non-disabled peers.N/A
Justification for Non-ParticipationA description as to why the student is not to participate in activities with non-disabled peers.N/A

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Impact Statement

The Impact Statement editor is used to document a statement of how the student's disability affects the student's involvement and progress in the general education curriculum. The following is a required text field used to describe the impact of the student's disability: How the child's disability affects the child's involvement and progress in the general education curriculum.

Screenshot of the impact statement editor.Impact Statement Editor

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Accommodations and Modifications

The Accommodations and Modifications editor identifies the changes made in the way materials are presented or in the way the student demonstrates learning.

Click here to expand...

Accommodations and Modifications List Screen

Screenshot of the Accommodations/Modifications List Screen.Accommodations and Modifications List Screen

Column NameDescription
Padlock IconThe user currently editing the record.
Service ProvidedThe name of the service provided to the student.
Type of Accommodation/ModificationThe type of accommodation or modification.
Accommodation/ModificationThe first 100 characters of the accommodation/modification description.

Accommodations and Modifications Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of the Accommodations/Modifications Detail Screen.Program Accommodations/Modifications Editor

FieldDescriptionValidation
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 sessionThe 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 weekThe calculated total number of minutes per week the student receives the accommodation/modification.This field is read-only.

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Supplementary Services

The Supplementary Services editor lists additional supports provided to the student, such as consultations.

Click here to expand...

Supplementary Services List Screen

Screenshot of the Supplementary Services list screen.Supplementary Services List Screen

Column NameDescription
Padlock IconThe user currently editing the record.
Service ProvidedThe service provided to the student.
CommentsThe first 100 characters of the comments related to the service.

Supplementary Services Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of the Supplementary Services detail screen.Supplementary Aids and Services Detail Screen

FieldDescriptionValidation
Supplementary Aids and Services were considered, and it was determined that the student does not demonstrate a need at this time.Indicates supplementary services are not needed at this time.When marked, the remaining fields on the editor become unavailable.

Service

Required

The name of the service. Options include:

  • Hygiene/Toileting Assistance
  • Interpreter Services
  • Positive Behavioral Supports
  • Transition Assistance
  • Transportation Assistance
  • Other
N/A
CommentsAny comments related to the service. The first 100 characters of the comment display on the List Screen.

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Special Factors

The Special Factors editor lists any additional factors related to the student's special education needs.

Screenshot of the Special Factors editor.Special Factors Editor

Click here to expand...

FieldDescriptionValidation
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

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Discipline

The Discipline editor is used to indicate the student is to follow the school-wide discipline plan or the student requires the modifications described in this IEP under the annual goals and/or instructional accommodations.

Screenshot of the Discipline editor.Discipline Editor

Click here to expand...

FieldDescription
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.

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Assistive Technology

The Assistive Technology editor identifies assistive technology provided to the student, such as hearing amplification or braille readers.

Click here to expand...

Assistive Technology List Screen

Screenshot of the Assistive Technology list screen.Assistive Technology List Screen

Column NameDescription
Padlock IconThe user currently editing the record.
Service ProvidedThe name of the service provided to the student.
Assistive Technology Item/DeviceThe specific assistive technology item or device.

Assistive Technology Detail Screen

Click an existing record or New to view the detail screen.

Screenshot of the Assistive Technology detail screen.Assistive Technology Detail Screen

FieldDescriptionValidation
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 DeviceThe specific assistive technology item or device the student requires.The first 100 characters of the comment display on the List Screen.
CommentsAny comments related to the assistive technology item or device.N/A

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Hearing Aid Maintenance

The Hearing Aid Maintenance editor is used to document the need to have personnel to maintain hearing aids used by students.

Screenshot of the hearing aid maintenance editor.Hearing Aid Maintenance Editor

Click here to expand...

FieldDescription
Each public agency must ensure that hearing aids worn in school by children with hearing impairments, including deafness are functioning properly

Indicates hearing aid maintenance is needed. Options include:

  • Not Needed
  • Needed
Person(s) responsible for monitoring hearing aid(s)The person(s) responsible for monitoring the hearing aid for maintenance and upkeep.

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IEP Meeting Invite

The IEP Meeting Invitation editor is used to document attempts made to invite the IEP Team to a meeting.

Click here to expand...

IEP Meeting Invite List Screen

Screenshot of the IEP Meeting Invite list screen.IEP Meeting Invite List Screen

Column NameDescription
Padlock IconThe user currently editing the record.
Invite DateThe day of the invitation.
PurposeThe purpose of the meeting.
NotificationThe number of the notification sent to the invitees.
Print in PlanIndicates this record prints.

IEP Meeting Invite Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of the IEP Meeting Invite detail screen.IEP Meeting Invite Detail Screen

FieldDescriptionValidation
Print in PlanIndicates this record prints.Defaults to unmarked.
Invite Date
Required
The day of the invitation.N/A
NoticeThe 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 TimeThe time of the meeting.N/A
Meeting LocationThe 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.

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Team Meeting

The Team Meeting editor lists the team meetings held by the IEP Team regarding the student.

Click here to expand...

Team Meeting List Screen

Screenshot of the Team Meeting List Screen.Team Meeting List Screen

Column NameDescription
Padlock IconThe user currently editing the record.
Meeting DateThe day of the meeting.
Meeting LocationThe location of the meeting.
Purpose of MeetingThe reason for the meeting.
Print in PlanIndicates this record prints.

Team Meeting Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of the Team Meeting Detail Screen.Team Meeting Detail Screen

FieldDescriptionValidation
Team Meeting: Meeting DateThe date of the meeting.This is part of the header.
Print in PlanIndicates 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 DateThe 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 DateThe 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 TimeThe 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 LocationThe 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 ActionsA 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.

AttendedIndicates the team member attended the meeting.Marking this checkbox prints the Team Member record.

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IEP Meeting Notes

The IEP Meeting Notes editor is used to document the notes from the meeting.

Click here to expand...

IEP Meeting Notes List Screen

Screenshot of the IEP Meeting Notes list screen.IEP Meeting Notes List Screen

Column NameDescription
Padlock IconThe user currently editing the record.
Meeting DateThe day of the meeting.
RecorderThe person taking notes.
Print in PlanIndicates this record prints.
Expand CollapseDisplays...

IEP Meeting Notes Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of the IEP Meeting Notes detail screen.IEP Meeting Notes Detail Screen

FiledDescriptionValidation
Print in PlanIndicates this record prints.Defaults to unmarked.
Meeting Date
Required
The day of the meeting.N/A
RecorderThe person taking notes.N/A
Discussion Notes
Student InputA description of the student's input.N/A
Parental InputA description of the parent/guardian's input.N/A
Present Levels of Academic Achievement and Functional PerformanceA description of the student's present levels of academic achievement and functional performance.N/A
GoalsA description of the student's goals.N/A
Progress MonitoringA description of how progress is monitored towards the student's goals.N/A
AssessmentA description of the assessments used.N/A
Secondary Transition PlanningA description of the secondary transition plan.N/A
ServicesA description of services provided.N/A
Extended School YearA description of the need for an extended school year program.N/A
Placement and Least Restrictive EnvironmentA description of the student's placement.N/A

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Prior Written Notice

The Prior Written Notice editor provides a space for descriptions and explanations related to proposed or refused actions for a student.

Click here to expand...

Prior Written Notice List Screen

Screenshot of the prior written notice list screen.Prior Written Notice List Screen

Column NameDescription
Padlock IconThe user currently editing the record.
DateThe day of the prior written notice.
Decisions Based OnThe basis for the proposed decision.
Print in PlanIndicates this record prints.

Prior Written Notice Detail Screen

Select an existing record or click New to view the detail screen.

Screenshot of the prior written notice detail screen.Prior Written Notice Proposed Actions Detail Screen

FieldDescriptionValidation
Print in PlanIndicates this record prints.This defaults to marked.
Date of Notice
Required
The day of the notice.N/A
We are writing to you becauseA description of why the notice is sent.N/A
Contact NameThe person contacted.N/A
Contact PhoneThe 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.

Click here to expand...

  • 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 AdministratorThe name of the education program administrator.N/A
Education Program Administrator PhoneThe phone number of the education program administrator.N/A
Education Program Administrator EmailThe email of the education program administrator.N/A
LEA Contact NameThe LEA contact person.N/A
LEA Contact PhoneThe phone number of the LEA contact person.N/A
LEA Contact EmailThe email of the LEA contact person.N/A
Parent Advocacy Support Contact NameThe parent advocacy support contact person.N/A
Parent Advocacy Support Contact PhoneThe phone number of the parent advocacy support contact person.N/A
Parent Advocacy Support Contact EmailThe email of the parent advocacy support contact person.N/A

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Previous Versions

Individual Education Plan (BIE) [.2303 - .2327]
Individual Education Plan (BIE) [.2251 and previous]