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).


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

Participants of the Evaluation Planning Team will all sign the document and the Evaluation Planning document. In addition, all appropriate documents must be uploaded and attached, this could include the Parent Invitation to the OnTrack Meeting, Meeting Response Form or any document printed and signed.



If the team does not suspect a disability, the Primary Evaluator provides the parent with a Prior Written Notice (PWN) identifying the proposals and/or refusals and must clearly state why the evaluation planning team is not conducting 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.



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