Evaluation Planning
Evaluation Planning
ISD 917 Evaluation Planning Timeline
Big numbers to remember:
- Report must be DONE by (3 years minus 1 day) from the previous eval date
- Hold eval planning meeting at least 15 days before you need to begin testing
- Once signature is received, team has 30 school days to complete evaluation
- Try to hold results meeting on Day 27, so there is time to edit
- Final report must be postmarked on Day 30
First Steps:
- Complete Vision and Hearing Screening
- Review student records to inform your planning
- Connect with parent to determine if there are any outside evaluations that have been conducted and should be reviewed as part of the current evaluation plan
- Offer an evaluation planning meeting and schedule the evaluation planning meeting 2 weeks before you want to start the evaluation
Hearing and Vision Screening
PRIOR TO starting the evaluation, vision and hearing MUST be screened by school nurses.
If no concerns are noted, then the evaluation may begin.

_1783457831.png)
Evaluation Planning Meetings

-
The IEP Manager or School Psychologist facilitates the meeting
-
Discuss the reason for the evaluation
-
Invite parent thoughts/concerns
-
Guide discussion of each area to be assessed (each team member discusses their own part)
-
-
Designate a staff to take notes and/or complete PWN during the meeting
-
If PWN is complete, print and give a copy to parents for them to sign at the meeting
-
If parents sign, Day 1 is the next day
-
Finalize PWN in SpEd Forms after parents have signed
-
Upload the signed copy to SpEd Forms
-
-
Set date for evaluation results meeting if possible (around Day 27)
- Parents
- Member District Administrator
- 917 Administrator
- IEP Manager
- School Psychologist
- School Nurse/Health Professional
- Lead Teacher
- IEP Team Members (OT, Speech, DAPE, BCBA, etc.)
- Speech/language
- Blind/visually impaired
- Deaf/hard of hearing
- Occupational therapy
- Developmental Adaptive Physical Education (DAPE)
- Physical therapy
- Physical and Health Disabilities (PHD)
- Behavioral needs
-

-
The IEP Manager or School Psychologist facilitates the meeting
-
Discuss the reason for the evaluation
-
Invite parent thoughts/concerns
-
Guide discussion of each area to be assessed (each team member discusses their own part)
-
-
Designate a staff to take notes and/or complete PWN during the meeting
-
If PWN is complete, print and give a copy to parents for them to sign at the meeting
-
If parents sign, Day 1 is the next day
-
Finalize PWN in SpEd Forms after parents have signed
-
Upload the signed copy to SpEd Forms
-
-
Set date for evaluation results meeting if possible (around Day 27)
-
-
- Parents
- Member District Administrator
- 917 Administrator
- IEP Manager
- School Psychologist
- School Nurse/Health Professional
- Lead Teacher
- IEP Team Members (OT, Speech, DAPE, BCBA, etc.)
-
- Speech/language
- Blind/visually impaired
- Deaf/hard of hearing
- Occupational therapy
- Developmental Adaptive Physical Education (DAPE)
- Physical therapy
- Physical and Health Disabilities (PHD)
- Behavioral needs
Evaluation Prior Written Notices (PWN)
Process for Writing the PWN
If a planning meeting is held:
- School Psychologist completes boxes 1-5
- Team members can add proposed Eval/Assessments to their relevant sections before the meeting
- Designate a staff member to take notes and/or complete PWN during the meeting
- Including adding/removing proposed Assessments
- If PWN is complete, print and give a copy to parents for them to sign at meeting
- If parents sign, Day 1 is the next day
- Finalize PWN in SpEd Forms after parents have signed
- Upload the signed copy to SpEd Forms
- If parents sign, Day 1 is the next day
- If parents do not sign, send a copy home with parents
- If PWN is not complete at the meeting
- Once the PWN is completed, a copy is sent to the parent or guardian for signature
- Once the signed PWN is returned (or 14 calendar days have elapsed) the next day is day 1 for the evaluation
- The IEP manager will email the team to inform them of the consent date and due dates for the evaluation
- Site Admin Assistant emails IEP Manager and Psychologist with date mailed
If planning meet WAS NOT held:
- School Psychologist completes boxes 1-5
- Each team member adds their own proposed Eval/Assessments to the relevant sections:
- IEP managers are responsible for making sure teammates get their parts in
- Team members gather and document parent input in the Communication Log!
- Site Admin Assistant emails IEP Manager and Psychologist with date mailed
ISD 917 Standard Practices
Standard Protocols
- Sensory- hearing and/or vision screening completed by the Licensed School Nurse
- Physical Status- health and medicine record review completed by the Licensed School Nurse
- Assistive Technology- The Assistive Technology Checklist completed collectively by the team and summarized by the case manager
- Other- The Developmental History and Family Home Questionnaire administered to parents by the case manager to gather “information reported by parent”
When to Include a Functional Behavior Assessment (FBA)
- FBAs are required for all initial evaluations when Emotional Behavior Disorder is a suspected area of disability.
- FBAs are required to develop a Positive Behavior Support Plan (PBSP)
- Updating FBAs can be a required piece of the manifest determination process
- The FBA should be updated if the student develops significant behaviors that are not addressed in their current FBA.


_1783457831.png)
_1783457831.png)
_1783457831.png)
_1783457831.png)
_1783457831.png)