Summary of Performance Plan (Montana)

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.

Screenshot of Editor Home screen.Editor Home

SOP Plan

The Summary of Performance Plan editor lists basic information regarding the plan.

Screenshot of the SOP Plan editor.SOP Plan Editor

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FieldDescriptionValidation
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 DateThe 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.

Screenshot of Enrollment information editor.Enrollment Information

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FieldDescriptionAd HocValidation
School of AttendanceThe name of the school associated with the student's Enrollment record.N/AThis 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
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 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

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 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.

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 displays. 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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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.

Screenshot of the Summary of Performance editor.Summary of Performance

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FieldDescriptionValidation
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 SkillsA 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]