Private School Plan (Montana)

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.

Screenshot of Editor Home screen.Editor Home

Private School Services Plan

The Private School Services Plan editor provides basic information regarding the plan.

Screenshot of the Private School Services Plan editor.Private School Services Plan

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FieldDescriptionValidation
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 CalculationThe shared time between public and private school(s).Decimals are allowed in this field.
Optional: Estimated Cost of Service PlanThe 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.

Screenshot of Enrollment information editor.Enrollment Information Editor

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FieldDescriptionAd HocValidation
Primary Disability The primary disability of the student.Learner Planning > Learning Plans > disability1This 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 > servingSchoolNameThis field is pulled from the Enrollment record.
School Phone The phone number of the school associated with the student's Enrollment record.N/AThis 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/ASystem Administration > Resources > District Information > State District Number
District Name The district name associated with the Enrolled school.N/ASystem Administration > Resources > District Information > Name
District Address The district address associated with the Enrolled school.N/ASystem Administration > Resources > District Information > Address
District Phone The district phone number associated with the Enrolled school.N/ASystem 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. 

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

Screenshot of student information editor.Student Information Editor

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FieldDescriptionAd Hoc
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

AgeThe age of the student.Census > People > Demographics > Age
BirthdateThe student's birthdate.

Census > People > Demographics > Birth Date

identity.birthDate

GenderThe student's gender.

Census > People > Demographics > Gender

identity.gender

Federal DesignationThe 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

The student's address.


This field becomes a dropdown if 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

Student NumberThe student's identification number.Census > People > Demographics > Student Number
State IDThe student's state identification number.Census > People > Demographics > State ID
Case Manager Information
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 Parent Guardian information editor.Parent/Guardian Information Editor

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FieldDescriptionAd HocValidation
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.
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. When any Sequences are selected, only parent/guardian(s) with a sequence number prints in the order defined.
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 dropdown. When there is only one address, the drop down only has one option. The populated address is the one marked "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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Educational Concerns

The Educational Concerns editor is used to document any information regarding the student's educational concerns.

This editor is required.

Screenshot of the Educational Concerns editor.Educational Concerns Editor

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FieldDescription
ParentsA descriptions of the parent/guardian's concerns.
Private School RepresentativeA description of the private school representative's concerns.
Public School RepresentativeA 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

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

FieldDescription
Padlock IconThe user currently editing the record.
Service ProvidedThe name of the service.
TimeThe minutes per week of service.
Start DateThe first day of service.
End DateThe last day of service.

Services Provided Detail Screen

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

FieldDescriptionValidation
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 PositionThe 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.
LocationThe 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

Screenshot of the MAGs for Direct Services List Screen.MAGs for Direct Services List Screen

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

MAGs for Direct Services Detail Screen

Screenshot of the MAGs for Direct Services Detail Screen.MAGs for Direct Services Detail Screen

FieldDescriptionValidation
Goal
Required
The name of the goal.Template banks are set up using the Special Ed Template Banks tool.
Objectives
ObjectivesThe 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

Screenshot of the Participation in Meetings list screen.Participation in Meetings List Screen

FieldDescription
Padlock IconThe user currently editing the record.
Meeting DateThe day of the meeting.
Print in PlanIndicates this record prints on the plan.

Participation in Meetings Detail Screen

Screenshot of the Participation in Meetings Detail screen.Participation in Meetings Detail Screen

FieldDescriptionValidation
Print in PlanIndicates 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
RoleThe role of the team member.

This field pulls in the Title in from the Team Members tool, but can be modified as needed.

InvitedIndicates the team member was invited to the meeting.Determines whether or not the team member displays on print.
DeleteRemoves the participant from the meeting.N/A
AddCreates a new participant to participate in the meeting who is not listed on the Team Members tool.N/A
RefreshRefreshes 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.

This editor is required.

Screenshot of the PSP Approval editor.PSP Approval

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Previous Versions

Private School Plan (Montana) [.2243 and previous]