Delaware Individualized Education Plan Form Instructions...

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IEPPLUS: DE – IEP © 1990 - 2015 SunGard Public Sector Inc. All Rights Reserved. Page 1 of 36 Last Updated: 12/4/2015 Delaware Individualized Education Plan Form Instructions and User Guide IEPPLUS © 1990 - 2015 SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written permission of SunGard Public Sector Inc., with the exception of copies made for your internal use. SunGard, the SunGard logo, PLUS 360, eSchoolPLUS, IEPPLUS, PerformancePLUS, eFinancePLUS, and BusinessPLUS are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.

Transcript of Delaware Individualized Education Plan Form Instructions...

IEPPLUS: DE – IEP

© 1990 - 2015 SunGard Public Sector Inc. All Rights Reserved. Page 1 of 36 Last Updated: 12/4/2015

Delaware Individualized Education Plan Form Instructions and User Guide

IEPPLUS

© 1990 - 2015 SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written permission of SunGard Public Sector Inc., with the exception of copies made for your internal use. SunGard, the SunGard logo, PLUS 360, eSchoolPLUS, IEPPLUS, PerformancePLUS, eFinancePLUS, and BusinessPLUS are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.

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TABLE OF CONTENTS

OVERVIEW ......................................................................................................................................................................................... 3

FORM INSTRUCTIONS ........................................................................................................................................................................ 3

FORM CREATION ........................................................................................................................................................................................ 3 NAVIGATION/TOOL BAR .............................................................................................................................................................................. 8 DRAFT WATERMARK ................................................................................................................................................................................... 9 LINKING GOALS TO SERVICES ........................................................................................................................................................................ 9 REVISING AN IEP ...................................................................................................................................................................................... 12 REMOVE AMENDMENT .............................................................................................................................................................................. 12

SETUP AND CONFIGURATION .......................................................................................................................................................... 14

REVISE/AMEND – REMOVE AMENDMENT WARNING MESSAGES ....................................................................................................................... 14

REMINDER MESSAGES ..................................................................................................................................................................... 15

FIELD MAPPING ............................................................................................................................................................................... 16

COVER PAGE ........................................................................................................................................................................................... 16 DATA CONSIDERATIONS ............................................................................................................................................................................. 19 TRANSITION PLANNING .............................................................................................................................................................................. 22 NEEDS, SERVICES & ANNUAL GOALS ............................................................................................................................................................ 24 ADDITIONAL CONSIDERATIONS .................................................................................................................................................................... 26 LEAST RESTRICTIVE ENVIRONMENT .............................................................................................................................................................. 30 PRESCHOOL IEP ....................................................................................................................................................................................... 32

REVISION HISTORY .......................................................................................................................................................................... 34

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OVERVIEW

An Individualized Education Plan (IEP) is a yearly written plan describing the education to be provided to a student with a disability who is in need of special education services. It will contain a summary of the programs, services, goals and objectives to be provided to the student. This information is documented following an IEP team meeting held with one or both of the student’s parents, the student’s special and regular education teachers, and a representative from the local education agency. The IEP team may also include the student, if transition services are being planned, or if the parents choose to have the student participate. Before creating an IEP form, it is recommended to first create an ‘Invitation Letter’ to schedule and invite the student’s team to the meeting.

FORM INSTRUCTIONS

FORM CREATION

The form creation process includes 5 steps:

Step 1: Select a Student Step 2: Select a Meeting Step 3: Select Services for the IEP Step 4: Select Goals for the IEP Step 5: Select Additional Information for this IEP

STEP 1 – SELECT A STUDENT

1. Click Student Management > Manage an Existing Student. 2. Use the Search window to find the student based on either, Last Name, First Name or Student ID.

3. Click Search. Then click the appropriate Name to select a student. 4. Once a student has been selected, the student’s Name, ID, Birth date and Age will display. The Forms that can

be created for a student will be listed. Click on the IEP link.

The IEP Summary screen will display, listing any prior forms created for the student. The most recent form will display at the top of the list. To review an existing IEP, click the appropriate link. To create a new IEP, click the ‘New’ icon.

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STEP 2 – SELECT A MEETING

1. If a meeting has been previously scheduled in IEPPLUS, select it from the drop down list. 2. Click Next Step.

STEP 3 – SELECT SERVICES

1. If a meeting had been selected in the previous step, the meeting date less one day will default as the Current Date. If no date displays, enter a date within the term of the prior IEP or enter today’s date, if there is no previous IEP. This date is used to select the student’s placements, services, courses and goals that will be used to create the new IEP. Placements, services, courses and goals whose date range includes the Date to Select Current Records will be selected. The Placements, Disabilities, Services, Courses and Goals in the date range of this ‘Current’ Date, will be ended to reflect the day before the new IEP starts.

2. Next, select an option for this IEP.

The Create Option is used for Initial Referrals, Annual Reviews or Reevaluations. This option will end the selected records on the day before the new IEP begins and will create new records with the new IEP date range.

The Select Existing option is used when an IEP was deleted or needs to be re-created with existing student data. - Only Administrators will see this option.

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3. Enter date ranges to identify the different sections of a student’s IEP.

Recommended: Enter the date range of the new IEP. The Start date reflects the start date of the IEP. The End date reflects the last day of the current school year. If the IEP term (yearly) continues into the next school year, the Next Recommended section will need to be completed.

Summer: Enter the summer program dates. If the student does not receive summer services, the dates should be left blank.

Next Recommended: The Start date reflects the start date of the following school year. The End date reflects the last day the IEP is in effect.

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*Note: When the user clicks ‘Next Step’, a message may display: WARNING: Next Recommended Start and End Dates are blank. Message is only a warning and user may proceed without entering the dates or click ‘Previous Step’ to go back to Step 3 and enter these dates.

STEP 4 – SELECT GOALS Select one of the following options:

• Create new Goals, Objectives and Statements from a prior IEP (the selected prior Goals, Objectives and Statements will be end dated the day prior to the start of the new IEP).

• Select existing goals that are active in the new Recommended Date range. This option is available only if using Option 2 in Step 3. – Only Administrators will see this option.

1. Do not select any goals option will create the new IEP without any Goals, Objectives or Statements selected from a prior IEP. The program will end the existing goal with the day before the new IEP starts.

2. Click Next Step after selecting one of the options.

*Note: The available options in Step 3 and Step 4 will depend on the district’s settings in Options > Set System Options > Forms tab (see screen shot below).

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STEP 5 – SELECT ADDITIONAL INFORMATION

1. Select Evaluations to display on the IEP.

Place ALL Evaluations on the IEP will pull all evaluations a student has ever received and place them on the IEP.

Place the LATEST of each type of Evaluation on the IEP will pull only the most recent of each type of evaluation. For example, if a student received two Social History evaluations, only the most recent would be selected.

2. Enter a Date Range for the Evaluations. For example, to only include evaluations from the last three years, enter

a Start Date three years prior to the meeting. Use the Meeting Date as the End Date. (Note: The End Date will default to the Meeting Date selected in Step 2. If no Meeting was selected, the Meeting Date should be entered manually in the End Date field.)

3. Enter a Name for this IEP. The name will be used to identify the IEP on the Summary page listing all IEP’s for the

student, i.e., Annual Review 04/2012 – Gr 09. If a Meeting has been selected in Step 2, the Meeting Date would default in the Name field.

4. Select a Type for this IEP. The type will display on the Summary page that lists all IEP’s for the student. This will also control various fields depending on which version you choose. For Example, Transition information will only be displayed on a Secondary IEP.

5. Select a Letterhead to print on the IEP form. This will default based on System/User options as defined by the district. The letterhead determines the name and address information on the first page of the IEP. The letterhead can be changed.

6. Click Create IEP.

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NAVIGATION/TOOL BAR

After the IEP has been created it will display to the screen. A tool bar will display on the left side of the screen, divided into the following areas:

1. Sections There is a separate link for each section of the form. Click on any link to move to that section.

2. Maintenance These options will maintain Form Information, such as Form Name, Date Ranges, Letterhead, etc. Form Information also provides the ability to change the form Start/End dates and to reset the dates of services, placements, courses and goals. Refresh and Delete functionality is available depending on user security.

3. Validation These options will change the status (i.e., Locked, Ready for Review, Finalized) or validate the form. The validation option will check to see if all necessary information has been entered and display messages relating to any errors found (see Help\ Forms\Form Validation for more information).

4. File Attachments

Click the plus icon (+) to add an attachment. Click the minus icon to delete an attachment.

5. Archives Archives are permanent PDF copies of the form. Click Finalize in the Validation section to create an Archived copy. The form should be finalized and archived only after it has been fully completed and a copy has been sent home to the student’s parents or guardians. Archives will display the form Meeting Date or Form Start Date (if no meeting exists) and the actual date and time the record was created when hovering over the PDF icon. Archives will display in descending order by date created.

*Note: Archives may only display the date created and not the meeting/form date, depending on district settings maintained under Options > Set System Options > Form:

The following options will display at the top and bottom of the form (see screenshot below).

Save

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Information from each section should be saved before moving to another section.

Return Click the Return icon to return to the Form Summary screen.

Print Preview Print Preview will display the form in Adobe Acrobat. Mouse over the bottom of the form preview to see the toolbar illustrated below. Select the Print icon or click the Save icon to save a copy of the form to your computer. The plus (+) icon will enlarge the preview for ease of viewing.

DRAFT WATERMARK

The ability to print a ‘draft’ IEP form is available by selecting the Draft DE IEP report from the form Reports drop down.

This ‘draft report’ will turn on a statement at the top of each page as well as a draft watermark. For Example:

Note: Please insure the correct IEP version is in the Print drop down upon Finalization of your form. If Draft is in the drop down, it will finalize with that version.

LINKING GOALS TO SERVICES

Within the form, there is the ability to link Services to Goals and Objectives. The linking of Services to Goals and Objectives is only possible from within the student’s form (IEP or Service Plan). The user can only link these records from within the form. The Service has a tab called ‘Linked Goals/Objectives’. This tab allows the user to select/link the student’s Goals and Objectives to the Service. When accessed through the Student tool bar, the Service will display only previously linked Goals and Objectives (read only). Following is an example of linking Goals to the Speech Service from within the IEP.

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Example Service with Filtering Option and Goals ready for selection Clicking on a Goal Code will select the Goal and link it to the Service. After selection, the Goal will display at the top of the screen with the Objectives link highlighted in yellow.

Example Service with Linked Goal (top section) and remaining Goals still available for selection (bottom section) Click ‘Link Objectives’ to display the Objectives for the Goal in the bottom part of the screen. Click the Objective/Code to select and link the Objective to the Service.

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Example Service with one linked Goal and Objective and two more Objectives available for selection Click on ‘Link Goals’ to re-display the remaining/unselected Goals. ‘Link Goals’ and ‘Link Objectives’ will toggle between the remaining/unselected Goals and Objectives displayed in the bottom portion of the screen. When viewing the Goals, there is a Category filtering option:

Click the Category (e.g., Speech) to display only Goals in that Category.

Control + Left Click (together) will deselect the Category, and redisplay all the unselected Goals in all Categories. In addition:

BIP Goals (Category = 'Behavioral Intervention Plan') and Transition Goals (Type = ‘TPGOAL’) are excluded, and will not display on the linking screen.

The links between the Goals/Objectives and Services will NOT copy from form to form (e.g. Annual Review IEP’s). Users will need to re-link the records in the new form.

Configuration: To enable the Service to Goal/Objective linking functionality, the setting must checked. From the IEPPLUS Options menu, Set System Options > Form tab:

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REVISING AN IEP

To revise a finalized IEP form, click the ‘Revise’ link illustrated in the screenshot below. This Revise link only appears for

finalized active or future IEP’s. If the IEP has already expired, the user will not see the ‘Revise’ link.

If the IEP has expired, the user cannot revise the form.

Clicking this link will unlock the form for editing.

NOTE: The ‘Revise’ link can be relabeled. To do this, navigate to Home, Maintenance, Manage Screen Configuration, FormSummary. From here, the user can edit the Item Name, change the Display Text, or hide it:

REMOVE AMENDMENT

This functionality allows the user (based on security permissions) to remove an Amendment/Revision when the form was inadvertently amended/revised. To remove the Amendment/Revision and return the form to its previous state, click on the ‘Remove Amendment’ link (Screen #1) from the Form (e.g. IEP) Summary page. Upon clicking on the link, a pop-up screen (Screen #2) will display, alerting the user that any modifications they made to the form must be manually changed back prior to the ‘Remove Amendment’ process. Please ensure that the applicable meeting is selected prior to removing the amendment. The Remove Amendment process does not remove any changes that were made after the form was revised. Clicking the ‘OK’ button will perform the amendment removal process, while clicking the ‘Cancel’ button will return the user back to the Form Summary Page and the form will remain in the revised state. The ‘Remove Amendment’ process will perform the following:

Re-finalizes the form.

Adds additional information in the “Form History” area of the form (see “Form History” section below for more details).

Changes the archived form (pdf file). Please refer to "item #5 Archives" under the "Navigation/Tool Bar" section of this document for further screenshot examples.

Screen #1

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Screen #2

FORM HISTORY Upon removing the revision, two audit records will be inserted into the Maintenance > Form Information > Form History indicating the Remove Amendment process:

1. The first record displays the ‘Amendment Removal’ process, date, time and user. 2. The second record displays the form returning to the ‘Lock’ state, date, time and user.

SECURITY To grant a group or user permission to the Remove Amendment link, navigate to Security > Manage Groups > Permissions, or Security > Manage Users > Permissions, then check on the ‘Edit’ checkbox on the Permission > Form > Remove Amendment line item and then click the ‘Save’ button. The Remove Amendment security option is global to all forms.

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SCREEN CONFIGURATION The District has the ability to change the “Amendment Removal” label. Navigate to Maintenance > Manage Screen Configuration > Form Summary and then click on the ‘Edit’ button on the Item Name called “Remove Amendment”. In the ‘Display Text’ column, rename it as desired, and save the changes.

SETUP AND CONFIGURATION

REVISE/AMEND – REMOVE AMENDMENT WARNING MESSAGES

A new option has been added that allows administrators to enable/disable warning messages for the ‘Revise/Amend’ & ‘Remove Amendment’ actions. To do this, the administrator would navigate to Options > Set Systemwide Options > Form and then enable/disable either or both of the options. By default, both warning messages are turned on (both checkboxes are unchecked).

To enable the “Revise/Amend” warning message, the administrator should leave the 1st checkbox unchecked. When this option is enabled, the user will see the following pop-up message when the “Revise/Amend” link on the Form Summary page is clicked:

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To enable the “Remove Amendment” warning message, the administrator should leave the 2nd checkbox unchecked. When this option is enabled, the user will see the following pop-up message when the “Remove Amendment” link on the Form Summary page is clicked:

REMINDER MESSAGES

Several areas may display ‘blue’ text which provides additional instructions to aid the user in entering the

appropriate text in that area.

Examples:

Text displayed upon selecting an ‘Add Student Strength’ button.

Text below a question and above the text box the user will type into.

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FIELD MAPPING

This section provides data source and destination information, where applicable, for all fields on the IEP form. If source or destination data is missing or incorrect, follow the navigation indicated in this section to add or correct the data. Also included is a description of necessary Alternate Codes, if required. To add, edit or lookup a code, navigate to Maintenance > Manage Code Tables. Select the name of the table (indicated in the Mapping information) from the drop down list. Then click the ‘Show Alternate Codes’ link at the top of the page to see the applicable codes.

COVER PAGE

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

19

18

17

a

Unless revised, this IEP is in effect for the school year including those students eligible for longer school years because of disability classification.

*

*

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IEPPLUS Mapping (Note: Alternate Codes are maintained in Maintenance, Manage Code Tables, tables as indicated below)

a

For State Reporting Only:

Annual IEP Initiation Date

Annual IEP End Date

Important Dates = IEP Initiation Date (Alternate code = IEPStart) and IEP End Date (Alternate Code=IEPEnd). Created by new IEP process with Meeting Reason/Alternate Code = ‘AR’ OR displays data from existing records for users to modify as necessary. Does not print on report.

1 Letterhead Plan Name = Form Type (Individualized Education Program (IEP)

Letterhead, Report Header = District Name (up to 6 lines)

2 Student Name Basic Information, Demographics = First name, Middle name, Last name, Qualifier

3 Student ID Basic Information, Demographics, Student ID field

4 Student Address Basic Information, Address, Home (Read only)

5 District of Residence Educational Information, Associated Organization record in the date range of the IEP. Organization Association Type = Resident District Program, Alternate Code = DE IEP Code = ‘RD’.

6 Attending Building Program, Placement Location (current session, which is as of the meeting date) - If the IEP spans placement spans 2 buildings print R, NR, S w/dates.

7 Disability Classification

Program, Disabilities, Alternate Codes as follows: 0100 - Mild Intellectual Disability 0200 - Emotional Disturbance 0300 - Learning Disability 0400 - Moderate Intellectual Disability 0500 - Severe Intellectual Disability 0601 - Other Health Impairment 0602 - Orthopedic Impairment 0700 - Hearing Impairment 0800 - Visually Impaired 0900 - Partially Sighted 1000 - Autism 1100 - Deaf-Blind 1200 - Speech and/or Language Impairment 1300 - Traumatic Brain Injury 1400 - Developmental Delay 1600 - Pre-School Speech Delay (for 3 and 4 year olds only)

- Disability must be within the range of the IEP. Will display Primary and Secondary Disabilities only.

8 Date of Birth Demographics, DOB

9 Current Grade Level Program, Placement, Grade (current session, which is as of the meeting date)

10 Meeting Date Meeting Date linked to the IEP

11 Initiation Date IEP Start Date

12 End Date IEP End Date

13 Most Recent Evaluation summary Report Date

Educational Information, latest Important Date record, DE IEP Code = ‘EVAL’

14 Revision Date Display all meeting dates linked to the meeting record

15 Revision Date Display all meeting dates linked to the meeting record

16 Parent *1– Name, address (if different), Phone = Home/Work/Cell &Email

- Basic Information, Parent/Guardian Information, Contacts, Type = Parent / Guardian and/or Surrogate Parent, Name = Salutation, First, Last, Qualifier - Addresses Tab: only print if not = ‘same as student’ - Communications Tab: Types = ‘Home Phone’, ‘Cell Phone’, ‘Work Phone’, ‘Email Address’ (Read Only) - SED advised it is ok to combine Parent/Guardian check boxes into one.

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17 Temporary Placement Section Agency Representative

Hand written box only

18 Parent: Hand written box only

19 Date Hand written box only

* Parent includes legal guardian, educational surrogate parent and relative caregiver.

20 Meeting Participants Parent* 1

Meeting, Attendees, Position Type = Parent/Guardian - Provide ability to mark Invited/Attended.

21 Parent* 2 Meeting, Attendees, Position Type = Parent/Guardian

22 Student Meeting, Attendees, Position Type = Student

23 Staff (e.g. Special Ed Teacher) Meeting, Attendees, Position Type = Team Member, Position displays in the Role column

20

21

22

23

Page Footer: Form Name, Page Section, State, Form Date

*

*

Instructional Interpreter

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DATA CONSIDERATIONS

28

29

30

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28 1. What are the student’s strengths Text Box

29 2. Educational Concerns Text Box

30

3. Data Sources

School Age & Preschool IEP’s (Less than Grade 8) do not have any check boxes. Text Box AND

Ability to Add/Edit Evaluation/Tests/Scores

Ability to pull Assessment data from the SunGard ePerformancePLUS application. Filter on the Assessment area, click Show State Results. Copy/Paste the data into the text box.

31 4. Affects General Ed. Text Box

31a 5. Other Educational Needs Text Box

31b 6. Non-Participation Text Box Speech IEP’s: Based on IEP Type = Speech IEP

32 Other Factors to Consider Communication Needs

Check Box: Y/ N

33 Braille Check Box: Y/ N

34 Deaf/hard of hearing Check Box: Y/ N

35 Limited English Proficiency Check Box: Y/ N - Defaults to No if there is no Release/Waiver record - Reports a Y when there is a Release/Waiver record = Alt Code type =

32

33

34

35

36

37

31a

31b

37a

37b

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DE IEP Code = LEP - ability to add/edit Release/Waiver record - Release/Waiver start date must be on or before the Meeting date. - Release end date = NULL or after the Meeting Date

36 Behavior Interventions Check Box: Y/ N

37 Assistive Technology Check Box: Y/ N

37a Interventions Check Box: Y/ N. Defaults to N Y = Link to Release/Waiver record = Alt Code type = DE IEP Code = ISSA OR ISSB

37b Evidenced Based Reading Interventions Check Box: Y/ N

TRANSITION PLANNING

Form Information, FormTypes = Elementary or Preschool will not display this section.

200 Post-High School Goals Post School Employment Goal

Narrative text box - Also displays in Activities/Services section, Box 206

201 Post School Education/Training Goal Narrative - Also displays in Activities/Services section, Box 210

202 Post School Independent Living Goal Narrative

Also displays in Activities/Services section, Box 214

200

201

202

203

204 205

206

207 208 209

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203 Projected Diploma

Link to Educational Information, Important Date, Anticipated Graduation Date -Diploma OR Anticipated Graduation Date - Certificate - Select Important Date greater than Meeting Date

204 Courses of Study: Grade

Grade drop down will be populated by the grade code table and default to the recommended placement grade. (ie = 08 (Grade) | English, Math, Science (Courses of Study) 09 (Grade) | MS Word, Accounting, Math (Courses of Study)

205 Course of Study - Ability to add Narrative (Course of Study record), attach narrative to narrative #204 (Grade)

206 Activities and Services Post School Employment Goal

Narrative

207 Activity: Post School Employment - Narratives

208 Responsible Party - Narratives

209 Start /Completion Date -Start Date & End Date from wizard, dates can be modified.

210 Post School Education/Training Goal Narrative

211 Activity: Post School Education/Training - Narratives

210

211 212 213

214

215 216 217

218 219 220

221

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212 Responsible Party - Narratives

213 Start/Completion Date -Narratives

214 Post School Independent Living Goal -Narrative

215 Activity: Independent Living - Narratives

216 Responsible Party - Narratives

217 Start/Completion Date Start Date & End Date

218 Agency Assistance

Narrative Text Boxes Goalbook: Type = TPStatement, Category = Post-School, Subcategory = Agency - Parses statement text into 3 lines like letterhead

219 Agency Contact Text box Line 2 from above

220 Phone Number Text box Line 3 from above

221 Interagency Release form Creates a Release/Waiver = Interagency Release Form, start date = Meeting date Displays a Release/Waiver that is in the date range of the IEP.

NEEDS, SERVICES & ANNUAL GOALS

38 Educational Needs & Characteristics Student Needs

Link Needs to Statements (#39):

Text Box only

39

Specialized Instruction R.S. Supp. Aides and Services Assist. Tech. & Mods Personnel Support

Narrative Text Box

Link to Needs above (#38), Link to Aids & Modifications (40-43)

40 Services, Aids and Modifications

Narrative Text Boxes

Attachment to Narrative above (#39) and attachments below (40a-43: Frequency/Duration/Location)

Related Services & Services Include “indicate if individual, group or consultative” over the related service section

40a Start Date / End Date Start / End dates from the IEP form

38 39

40 40a 41 42 43

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41 Frequency Text BoxCategory = Frequency (Display from Maintenance, Manage Code Tables, Frequency Table) Related Service / Service record = Frequency fields (ie 5x per Week)

42 Duration

Text Box Category = Duration (Display from Maintenance, Manage Code Tables, Duration Table) - Related Service/Service records = Duration Fields (ie42 Minutes per Session)

43 Location Check Boxes built from attachments - Create Attachments to Statements, Category = Location (ie - General Education, - Special Education)

44 PLEP

Link Present Level statements to Need Statements (#38) - Narrative text box only. - Single Present Level per Need - Copies text from IEP to IEP

46 47

47a

44

45 & 45a

45b

46

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45 - 45a Benchmarks

Link Objectives (Benchmarks) to Annual Goal - Narrative Objectives tied to goal. (NOTE: Students can have Objectives and/or Benchmarks)

SED reports progress on Benchmarks Benchmark Start and End Dates. The dates will appear after the benchmark is saved. The dates default to the date range of the IEP. The dates can be modified per benchmark. **NOTE – The Benchmark Dates only appear on the form, they do not appear on the report.

45b Marking Period Attachments, Category = Marking Period

46 Annual Goal Link Annual Goal to Narrative PLEP statements

Link Objectives to goals (used for low functioning SWE testing) Single Annual Goal per Present Level/Need

ADDITIONAL CONSIDERATIONS

51 Transportation Specify Transportation Needs

Radio Button Yes/No, Default = No - Yes = Transportation Service, Start Date less than or equal to Form Start Date AND End Date = NULL or greater than or equal to form.

Add Button/link Services, Type = Transportation, Service (ie. Door to Door with Matron)

Text Box for additional notes, saves to the transportation service notes area.

52 Transportation Notification Radio Button Yes/No, Defaults to No

Text Box

53 Participation in Statewide Assessments: Not in Assessed Grade

Check Box

53a Regular Testing conditions Check Box is automatically checked if the student does not have any Statewide Assessments.

54 Statewide Assessment Check Box is checked if Release/Waiver, Alternate Code = ‘DE IEP Code’ = SWA. Release/Waiver must be in the date range of the IEP.

52

53

55

54

53a

51

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55 Alternate Assessment Check Box is checked if a Release/Waiver, Alternate Code = ‘DE IEP Code’ = DAA is in the IEP date range.

56 Discipline – School Code of Conduct Interventions & Supports

Check Box IEP Type = Speech single line as follows:

57 School Code of Conduct – BIP Check Box

58 School Code of Conduct - Other Check Box, Text Box

56

57

58

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58a Participation in 12 Mo Program Check Box (Yes, No, N/A)

58b Reading Based ESY Age Criteria Check Box (Yes, No)

58c Reading Based ESY Phonological Criteria

Check Box (Yes, No)

58d Reading Based ESY Eligible/Ineligible Check Box (Eligible, Eligible/Parent Declined, Eligible/Team Declined, Not Eligible)

58e Reading Based ESY Declined Service Explanation

Text Box

58f Reading Based ESY Interventions Text Box

58a

58b

58c

58d

58e

58f

58g

58h

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58g Add/Edit Reading Based ESY Placement

Click on the Add link to create a Summer Session, Reading Based ESY Placement, or click the applicable link to access/edit an existing Reading Based ESY Placement. -This placement record defaults to the Session = Summer, Priority = Non-Primary and School Year Type = State ESY.

58h Add/Edit Reading Based ESY Service Click on the Add link to create a Reading Based ESY Service, or click the applicable link to access/edit an existing Reading Based ESY Service. -Defaults to the Session = Summer, Type = Instructional Service, Service = Reading and School Year type = State ESY.

59 ESY Needed Check Box (Yes, No, TBD, or Offered/Declined by Parent). Enable the balance of the ESY section, if this answer = Yes or Offered/Declined by Parent.

60 ESY Rationale Text Box

61 ESY Specify Goals & Services Text Box

61a

Add/Edit ESY Placement Click on the Add link to create a Summer ESY Placement, or click the applicable link to access/edit an existing ESY Placement. - Defaults to the Session = Summer, Priority = Non-Primary and School Year Type = Federal ESY.

61b Add/Edit ESY Service Click on the Add link to create an ESY Service, or click the applicable link

to access/edit an existing ESY Service. -Defaults to the Session = Summer and School Year Type = Federal ESY

59

60

61

61a

61b

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LEAST RESTRICTIVE ENVIRONMENT

LRE / Placements

62 Placements

Click on the Add link to create a Recommended, Summer or Next Recommended Placement, or click the applicable link to access/edit an existing Placement. - Defaults Priority = Primary and School Year Type choices are 10 Month, 12 Month or Summer.

63

67

68

69

62

70

71

72

73

74

77 78 79

64

63

66

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63 LRE / Placement (School Age only) A. Regular Setting

Link to Form, Placement, Placement field (Regular Setting 80% of the day, Alternate Code = A )

Ability to Add/edit existing placement records linked to the form. - (Placement Alt codes = A-G for State Reporting requirements)

selection of A-G Location of Intervention checks Box

Indicate R, S, NR dates in each section. NOTE: All Preschoolers will have Placement = Early Childhood Program. Preschool LRE settings will be stored in Level of Intervention as per Kristen.

1/1/08 - 6/30/08, 7/1/08 – 8/14/08

9/1/08 – 12/31/098

64 B. Special Ed Classes & Regular

Setting Program, Form Placement, Services in Both Sep & Reg Settings: 40% - 79%, Alternate Code = B and Suppress if IEP Type = Speech

65 C. Separate Special Ed Integrated

Setting Program, Form Placement, Separate Spec Ed Integrated less than 40%, Alternate Code = C and Suppress if IEP Type = Speech

66 D. Separate School Program, Form Placement, Separate School, Alternate Code = D2 and Suppress if IEP Type = Speech

67 E. Residential Facility Program, Form Placement, Residential Facility, Alternate Code E2 and Suppress if IEP Type = Speech

68 F. Homebound or Hospital Program, Form Placement, Homebound or Hospital, Alternate Code F2

69 G. Correctional Facility Program, Form Placement, Correctional Facility, Alternate Code G2

70 LRE Consideration Text box AND Statement Selection, Category = LRE Considerations

71 Student Parent Signatures Received Procedural Safeguards

Display only

72 Program Described Agreement Display only

73 Placement agreement Display only

74 Age of Majority NOTE: Displays only for Secondary IEP’s Checks Yes if there is a Release/Waiver – Age of Majority Letter Sent, Alternate Code = AOM in the date range of the IEP.

77 Name Text Box OR Letterhead, Staff Type/Enclosure = Absentee Contact - Auto fill with line 1 of letterhead enclosure

78 Position Auto fill with line 2 of letterhead enclosure

79 Method of Contact Auto fill with line 3 of letterhead enclosure

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PRESCHOOL IEP

88 A1) LRE – Regular Early Childhood Program - at least 10 + hrs per week

Link to Form, Placement, Placement = Early Childhood Program (Alternate Code = Blank)

Alt codes = (A1-D2) for State Reporting requirements

SED: Display dates for each (R,S,NR) session (like #63 above)

Form, Level of Intervention field, Regular Early Childhood 10hrs+, Alternate Code = A1

88

95

96

97

98

99

89

92

93

94

100

101

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89 A2) REC 10 + Hrs per wk: OTHER LOCATION 2010: NEW: Form, Level of Intervention field, Regular Early Childhood 10hrs+ Other Location, Alternate Code = A2

92 (B1) REC Less 10Hrs

2010: NEW: Form, Level of Intervention field, Regular Early Childhood less 10, Alternate Code = B-B1 Any students presently existing will need to be manually moved to this category/code.

93 B2) Reg. EC less than 10 hrs per week: OTHER LOCATION

Program, Placement, Level of Intervention = Alternate Code = A3 (using old codes)

94 C1) SpecEd, Separate Class Program, Placement, Level of Intervention = Alternate Code = B1 (using old codes)

95 C2) SpecEd, SEPARATE SCHOOL Program, Placement, Level of Intervention = Alternate Code = B2 (using old codes)

96 C3) SE: RESIDENTIAL Program, Placement, Level of Intervention = Alternate Code = B3 (using old codes)

97 D1) HOME Program, Placement, Level of Intervention = Alternate Code = B4 (using old codes)

98 D2) Service Provider Location Program, Placement, Level of Intervention = Alternate Code = B5 (using old codes)

99 Not participate Children without Disabilities Text Box

100 Acknowledgements, Signature, Date Screen display only. Manual paper entry

101 Parent Not Attend Maintenance, Mange Letterhead, Letterhead type enclosure = Procedural Safeguards lines 1 (Name), 2 (Position), 3 (Contact method)

INFORMATION ONLY

A1) Regular Early Childhood 80%: A1) Reg E/Childhood at least 10+ hrs per week

A2) Regular Early Childhood 40-70% A2) REC 10+ Hrs: Majority Other location

A3) Regular Early Childhood less than 40%

B2) REC less 10 hrs Other

B1) REC less 10 hrs in program (no data crosswalk)

B1) Separate Class C1)Special Ed Programs, Special Ed Class

B2 Separate School C2)SE, Separate School

B3) Residential Facility C3)SE, Residential

B4) Home D1)Neither REC or SE: Home

B5) Service Provider Location D2) Neither REC or SE: Service Provider

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REVISION HISTORY

3/29/16:

Updated Page 4 to indicate the current date will take the meeting date less 1 day and autofill this field. 12/4/2015:

Additional Considerations: o Reading Based ESY Placement NOT primary and School Year type = State ESY (Read Only) o Reading Based ESY Services defaults Type= Instructional Service, Service = Reading and School Year type

= State ESY (Read Only). o ESY Placements NOT primary and School Year Type = Federal ESY (Read Only) o ESY Services, School Year type defaults to Federal ESY (Read Only)

LRE/Placement, School Year Type drop down is now limited to 10 Month, 12 Month and Summer for selection. 11/06/2015:

Ability to print with Draft Watermark and Draft document statement on top of every page. 10/23/2015:

Removed ability to select goal book statements in multiple areas, now text boxes only.

Additional data entry tips were added on the web form in blue that do not print nor referenced in this document.

8/31/2015:

Add Evidenced Based Reading Interventions question to Other Factors to Consider grid located in the Data Considerations section (all except Preschool IEP).

Add Reading Based ESY Considerations, mapping numbers 59-61 to the Additional Considerations section (all except Preschool IEP).

Only enable the balance of the generic ESY section located at the bottom of the Additional Considerations page, if the ESY Needed Check Box = Yes or Offered/Declined by Parent (all IEP types including Preschool).

10/23/2014:

Linking Goals to Services section added. 5/14/2014:

Updated the “#5 Archives” explanation under the ‘Navigation/Tool Bar’ section.

Removed the mention of the “O” & “R” icons on the form Archives under the ‘Revising an IEP’ section & ‘Remove Amendment’ section.

Updated the Table of Contents. 2/10/2014:

Added new “Revise/Amend – Remove Amendment Warning Messages” section under “Setup and Configuration”.

1/28/2014:

Added the “Remove Amendment” section.

Updated the table of contents, and header & footer records. 12/2/2013:

Added a new note to Fields #45-45a to indicate that the IEP Report (Print Preview) no longer prints the Benchmark Dates.

Added the SunGard copyright information to the cover page, and all subsequent footers.

Updated the cover page, table of contents, and header & footer records.

IEPPLUS: DE – IEP

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8/14/2013:

Added information on revising an IEP form. Added the screen configuration screen shot for changing the revise label.

6/21/2013:

Overview, Form Creation and Form Revision sections added. 3/8/2013:

Re-formatted the documentation. Inserted new screen shots for the Data Considerations page. 8/17/2010: Main Page:

Removed Parent/Guardian/Surrogate Heading

Added Parent clarification footnote

Added Instructional Interpreter meeting participant link Data Considerations:

Rewording of questions 4-6

Other Factors changed OR to AND

Interventions: Added Release/Waiver record link Needs, PLEP, Goals:

Unique Educational Needs & Characteristics wording change

Services, Aids & Modifications, Frequency/duration can now be selected from a code table drop down.

Report: Paper: Consolidated to reduce paper (ie Benchmarks, Marking Period)

Change Footer to Needs, Services & Annual Goals

Services heading changed to Related Services Participation in Statewide Assessments

Alternate Assessment Attachment # changed from 64 to 500

Addition of new check box: Student is not in a grade that is assessed. LRE/Placement

New LRE Text heading

Text change to explain LRE

Signature changed from Parent/Guardian/Surrogate/Student to Parent/Student Signature

Preschool LRE table changed and data remapped. Please review your students for accuracy! DAPA (Delaware Alternate Portfolio Assessment Participation Guidelines

Wording Changes 9/2/2010 DCAS Accommodation

Used to be DSTP accommodations

Word changes

Removed Writing column

Added Paper & Pencil Only column ELL Accommodations

Codes are 3 digits instead of 2, no match codes from the previous version

Removed Writing column

Added P & P column 12/5/2011:

Accommodations for Student’s with Disability /ELL and DAPA pages have been removed as outdated.

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4/18/2012: Changed Disability Names as follows: IEP, Additional Considerations, Participation in Twelve-Month Program

Severe Mental Disability to Severe Intellectual Disability Trainable Mental Disability to Moderate intellectual Disability

IEP, Data Considerations page, Question #4

Changed statement from Non-Academic to Disability Affect