Summary of Performance Plan (Montana)
Last Modified on 03/10/2025 10:08 am CDT
Tool Search: Special Ed Documents
The Summary of Performance 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 SOP 2022.2. Plan formats are selected in the Special Ed Plan Types tool.
Editor Home
SOP Plan
The Summary of Performance Plan editor lists basic information regarding the plan.
SOP Plan Editor
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Field | Description | Validation |
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Plan Link (for Post-Secondary Goals) | A list of plans. | This field pre-populates with most recent, locked Plan. Once saved, this field becomes read only. Only IEP Play Types display. |
Date Required | The date of the plan. | N/A |
Last Re-Evaluation Date | The last re-evaluation date. | Pre-populates with most recent Evaluation Date, regardless of a locked status or not. |
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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
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Field | Description | Ad Hoc | Validation |
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School of Attendance | The name of the school associated with the student's Enrollment record. | N/A | 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
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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 |
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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 SOP.
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 |
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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 displays. When there is only one address, the drop down only has one option. The populated address is the one marked "Primary." |
Home Phone | The home phone number of the parent/guardian. | 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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Summary of Performance
The Summary of Performance editor is used to document a summary of the student academic achievement and functional performance and the team's recommendations for meeting the student's postsecondary goals.
Summary of Performance
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Field | Description | Validation |
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Training or Education: | A description of the student's postsecondary goals for training and/or education. | This is a read-only field and populates from the IEP > Postsecondary Goals > Training or Education Field. The data refreshes each time the editor is opened. |
Employment: | A description of the student's postsecondary goals for employment | This is a read-only field and populates from the IEP > Postsecondary Goals > Employment Field. The data refreshes each time the editor is opened. |
Where appropriate, Independent Living Skills | A description of the student's postsecondary goals for independent living skills. | This is a read-only field and populates from the IEP > Postsecondary Goals > Independent Living Skills Field. The data refreshes each time the editor is opened. |
Summary of Student's Academic Achievement and Functional Performance: | A description of the student's academic performance and functional performance. | N/A |
Recommendations for Meeting Postsecondary Goals: | The team's recommendations for meeting the student's postsecondary goals. | N/A |
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Previous Versions
Summary of Performance Plan (Montana) [.2243 and previous]