Private School Plan (Montana)
Last Modified on 04/07/2025 9:58 am CDT
Tool Search: Special Ed Documents
The Private School Plan captures student special education plan information and matches the required documentation provided by the state of Montana. This document describes each editor, a description of 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 of this document is the MT PSP 2022.2. Plan formats are selected in the Special Ed Plan Types tool.
Editor Home
Private School Services Plan
The Private School Services Plan editor provides basic information regarding the plan.
Private School Services Plan
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| Field | Description | Validation |
|---|
Meeting Date
Required | The date of the meeting. | N/A |
Start Date
Required | The first day of the plan. | This field auto populates to one day after the Meeting Date. |
End Date
Required | The last day of the plan. | This field auto populates to one year from the Meeting Date. |
| Last Re-Evaluation: | The date the student was last evaluated. | This field auto populates to the date of the most recent, locked Evaluation. |
| Optional: District Total Proportionate Share Calculation | The shared time between public and private school(s). | Decimals are allowed in this field. |
| Optional: Estimated Cost of Service Plan | The estimated cost of the plan. | Decimals are allowed in this field. |
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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.
Enrollment Information Editor
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| Field | Description | Ad Hoc | Validation |
|---|
| Primary Disability
| The primary disability of the student. | Learner Planning > Learning Plans > disability1 | This field is pulled from the most recent locked evaluation.
Up to 10 disabilities can display if entered on the Evaluation. - Multiple Disabilities are primary when there are more than one and Deaf/Blindness or Developmental Delay are NOT listed.
- When Deaf/Blindness of Developmental Delay are listed as a disability, one of these would be the Primary.
|
| School Name
| The name of the school associated with the student's Enrollment record. | Learner Planning > Learning Plans > servingSchoolName | This field is pulled from the Enrollment record. |
| School Phone
| The phone number of the school associated with the student's Enrollment record. | N/A | This field is pulled from System Administration > Resources > School > School Phone. |
| Grade
| The student's current grade. | Enrollment > Grade enrollment.grade | This field is pulled from the Enrollment record. |
District Information
These fields are read only.
|
| District Number
| The district number associated with the Enrolled school. | N/A | System Administration > Resources > District Information > State District Number |
| District Name
| The district name associated with the Enrolled school. | N/A | System Administration > Resources > District Information > Name |
| District Address
| The district address associated with the Enrolled school. | N/A | System Administration > Resources > District Information > Address |
| District Phone
| The district phone number associated with the Enrolled school. | N/A | System Administration > Resources > District Information > Phone |
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Student Information
The Student Information editor displays basic information about the student such as demographic information. This is a read-only editor.
Student Information Editor
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| Field | Description | Ad Hoc |
|---|
| 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 |
| Age | The age of the student. | Census > People > Demographics > Age |
| Birthdate | The student's birthdate. | Census > People > Demographics > Birth Date identity.birthDate |
| Gender | The student's gender. | Census > People > Demographics > Gender identity.gender |
| Federal Designation | The student's federal race designation. | Census > People > Demographics > Federal Designation
identity.raceEthnicityDetermination |
| Federal Race(s) | The student's federal race(s). | Census > People > Demographics > Race(s)
identity.raceEthnicityFed |
| Race, Ethnicity (state) | The student's state race/ethnicity designation. | Census > People > Demographics > Race/Ethnicity Determination
identity.raceEthnicity |
| Address | | Census > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip |
| Student Number | The student's identification number. | Census > People > Demographics > Student Number |
| State ID | The student's state identification number. | Census > People > Demographics > State ID |
| Case Manager Information |
| Name | The first and last name of the team member. | Student Information > Special Ed > General > Team Members |
| Title | The role of the team member. | Student Information > Special Ed > General > Team Members |
| Phone | The phone number of the team member. | Student Information > Special Ed > General > Team Members |
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Parent/Guardian Information
The Parent/Guardian Information editor populates based on the guardian checkbox on the student's Relationships tool. The editor includes Demographics information for the student's guardian.
The Delete button next to each parent/guardian can be used to remove a parent/guardian from the IEP.
The Refresh button retrieves a new copy of parent/guardians' data. This also returns any accidentally deleted people. Manually entered fields do not change when the refresh button is clicked. The user must Save after clicking Refresh to capture changes.
Parent/Guardian Information Editor
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| Field | Description | Ad Hoc | 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. |
| 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. When any Sequences are selected, only parent/guardian(s) with a sequence number prints in the order defined. |
| 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 dropdown. When there is only one address, the drop down only has one option. The populated address is the one marked "Primary." |
| Home Phone | The home phone number of the parent/guardian. | 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. |
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Educational Concerns
The Educational Concerns editor is used to document any information regarding the student's educational concerns.
Educational Concerns Editor
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| Field | Description |
|---|
| Parents | A descriptions of the parent/guardian's concerns. |
| Private School Representative | A description of the private school representative's concerns. |
| Public School Representative | A description of the public school representative's concerns. |
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Services Provided
The Services Provided editor is used to document the services to be provided to the student.
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Services Provided List Screen
Services Provided List Screen
| Field | Description |
|---|
| Padlock Icon | The user currently editing the record. |
| Service Provided | The name of the service. |
| Time | The minutes per week of service. |
| Start Date | The first day of service. |
| End Date | The last day of service. |
Services Provided Detail Screen
Services Provided Detail Screen
| Field | Description | Validation |
|---|
Service
Required | The name of the special education service provided. | Service options available in this dropdown are based on the hard-coded list created in the Special Ed Services tool. |
| Service Position | The type of staffing position providing the service. | Service Position options available in this dropdown are based on the hard-coded list created in the Special Ed Service Positions tool. |
| Location | The location of the service. | N/A |
Start Date
Required | The first day of service. | This field auto populates to the Plan Start Date and cannot be before the Plan Start Date. |
End Date
Required | The last day of service. | This field auto populates to the Plan End Date and cannot be after the Plan End Date.
|
Minutes per week
Required | The number of minutes per week the student will receive services. | Only whole numbers allowed, up to 5 characters before the decimal point (0 after the decimal). |
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MAGs for Direct Services
The MAGs for Direct Services editor is used to document the student's goals and objectives for the plan.
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MAGs for Direct Services List Screen
MAGs for Direct Services List Screen
| Field | Description |
|---|
| Padlock Icon | The user currently editing the record. |
| Goal | The name of the goal. |
MAGs for Direct Services Detail Screen
MAGs for Direct Services Detail Screen
| Field | Description | Validation |
|---|
Goal
Required | The name of the goal. | Template banks are set up using the Special Ed Template Banks tool. |
| Objectives |
| Objectives | The name of the objective. | N/A |
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Participation in Meetings
The Participation in Meetings editor lists the team meetings held regarding the student, including individuals who were invited and who attended.
Team members added on the Team Members tool can be added to team meetings. Team members can be added manually on this editor, but are not saved in the system and have to be created each time they are included in a meeting.
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Participation in Meetings List Screen
Participation in Meetings List Screen
| Field | Description |
|---|
| Padlock Icon | The user currently editing the record. |
| Meeting Date | The day of the meeting. |
| Print in Plan | Indicates this record prints on the plan. |
Participation in Meetings Detail Screen
Participation in Meetings Detail Screen
| Field | Description | Validation |
|---|
| Print in Plan | Indicates this record prints on the plan. | Defaults to marked. |
Meeting Date
Required | The day of the meeting. | N/A |
| Attendance |
First Name
Required | The first name of the team member. | N/A |
Last Name
Required | The last name of the team member. | N/A |
| Role | The role of the team member. | This field pulls in the Title in from the Team Members tool, but can be modified as needed. |
| Invited | Indicates the team member was invited to the meeting. | Determines whether or not the team member displays on print. |
| Delete | Removes the participant from the meeting. | N/A |
| Add | Creates a new participant to participate in the meeting who is not listed on the Team Members tool. | N/A |
| Refresh | Refreshes the team member list and sets any records originally brought in back to their original status. | N/A |
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PSP Approval
The PSP Approval editor is used to document the parent/guardian's consent for their student to receive services.
PSP Approval
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Previous Versions
Private School Plan (Montana) [.2243 and previous]
Editor Home
Private School Services Plan
Enrollment Information Editor
Student Information Editor
Parent/Guardian Information Editor
Educational Concerns Editor
Services Provided List Screen
Services Provided Detail Screen
MAGs for Direct Services List Screen
MAGs for Direct Services Detail Screen
Participation in Meetings List Screen
Participation in Meetings Detail Screen
PSP Approval