Initial Evaluation & Eligibility for Special Education Services

Evaluation Planning

The Initial Referral Process begins with the Evaluation Planning Meeting. The purpose of this meeting is for school professionals and the parent to collaborate on the purpose of the evaluation and determine which areas will be assessed by the evaluator(s).

• Parent attends OnTrack Meeting: If the parent is in attendance at the OnTrack meeting when the Recommendation for Evaluation is made, then the team may transition to an Evaluation Planning Meeting. The Parent Invitation to the OnTrack Meeting serves as the written notification for this meeting. All contacts must be documented in the Contact Log.


• Parent does not attend A-Team Meeting: If the parent does not attend the A-Team meeting during which the
  Recommendation for Evaluation is made, then the Evaluation Planning Meeting must be held at a future date following a Notice of Meeting for the Evaluation Planning Meeting being provided to the parent, with at least two different contact methods. The primary evaluator will complete the Notice of Meeting and work with school personnel to send the notification to parent. All parent contacts related to the Notice of Meeting must be documented in the Contact Log within the Referral/Evaluation Process in Enrich IEP. The Notice of Meeting document can be accessed by selecting “Notice of Meeting” from the Documents section of the left-hand navigation pane within the Referral/Evaluation Planning Process. The participants in the Initial Evaluation Planning Meeting are:
  
  
  • Parent
  
  
  • A-Team Coordinator
  
  
  • Evaluator(s)
  
  
  • General Education Teacher(s)
  
  
  • Student (if appropriate)
  
  

The Primary Evaluator will lead the team through the completion of the Evaluation Planning Meeting.

Once the Referral/Evaluation Planning Meeting document has been completed, the Primary Evaluator will print the Referral Evaluation Planning document for the Evaluation Planning Team to sign.

Participants of the Evaluation Planning Team will all sign the document and the Primary Evaluator will then upload and attach the signed document within the Referral/Evaluation Planning Process. In addition, the signed Notice of Meeting must be uploaded and attached within the Referral/Evaluation Planning Process.

Following the Referral/Evaluation Planning Meeting, the Primary Evaluator provides the parent with a Prior Written Notice (PWN) identifying the proposals and/or refusals related to “Evaluation/Reevaluation” and must clearly state why the evaluation planning team is proposing or refusing an evaluation. This PWN may be provided by the Primary Evaluator to the parent at the end of the Referral/Evaluation Planning Meeting, or may be sent to the parent following the meeting. Parent must receive the Prior Written Notice in advance of requesting consent to evaluate. The PWN is embedded within the Referral/Evaluation Planning Process and must be completed before the process is finalized.

To continue to the next step in the Initial Evaluation & Eligibility Process: Consent to Evaluate, click Next below.