California Individualized Education Plan User Guide IEPPLUS Forms/California IEP... · 3. Enter a...

IEPPLUS: CA – IEP

© 1990 - 2014 SunGard Public Sector Inc. All Rights Reserved. Page 1 of 53 Last Modified: 10/23/2014

California Individualized Education Plan User Guide

IEPPLUS

© 1990 - 2014 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.

IEPPLUS: CA – IEP


TABLE OF CONTENTS

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

STATE CHANGES ................................................................................................................................................................................ 3

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

FORM CREATION ........................................................................................................................................................................................ 3 NAVIGATION/TOOL BAR .............................................................................................................................................................................. 8 LINKING GOALS TO SERVICES ........................................................................................................................................................................ 9 REVISING AN IEP ...................................................................................................................................................................................... 11 REMOVE AMENDMENT .............................................................................................................................................................................. 11

SETUP AND CONFIGURATION .......................................................................................................................................................... 13

CODE TABLE SETUP ................................................................................................................................................................................... 13 REVISE/AMEND – REMOVE AMENDMENT WARNING MESSAGES ....................................................................................................................... 16

FIELD MAPPING ............................................................................................................................................................................... 18

COVER PAGE ........................................................................................................................................................................................... 18 PRESENT LEVEL OF PERFORMANCE ............................................................................................................................................................... 22 SPECIAL FACTORS ..................................................................................................................................................................................... 25 SPECIAL FACTORS (PARTICIPATION IN STATEWIDE ASSESSMENTS) ...................................................................................................................... 27 SPECIAL FACTORS (DOCUMENTED EFFORTS TO CONTACT PARENTS) ................................................................................................................... 32 GOALS AND OBJECTIVES ............................................................................................................................................................................. 33 SERVICES ................................................................................................................................................................................................ 35 MEETING NOTES ...................................................................................................................................................................................... 39 TRANSITION (SECONDARY AND POST-SECONDARY EDUCATION GOALS) ............................................................................................................... 40 TRANSITION (COMMUNITY/POST-SCHOOL LIVING GOALS) ............................................................................................................................... 41 TRANSITION (POST-SCHOOL EMPLOYMENT GOAL) .......................................................................................................................................... 42 FORMAL EVALUATION ............................................................................................................................................................................... 43 SIGNATURE & PARENT CONSENT PAGE ......................................................................................................................................................... 44

VALIDATION RULES ......................................................................................................................................................................... 45

REVISION HISTORY .......................................................................................................................................................................... 52

IEPPLUS: CA – IEP


OVERVIEW

This document describes the instructions on how to create the California IEP, as well as the layout of the data on the IEP forms.

STATE CHANGES

2013-2014 School Year

IEP: The new Common Core Learning Standards have been added to the “Goals and Objectives” section of the IEP form and report.

IEP – Services Section (Standard version only): Added new “Support for School Personnel” selection between “Supplementary” and “Special Education and Related Services”.

2012-2013 School Year

IEP (Chula Vista version only): On the ‘Special Factors’ section of the IEP, four yes/no questions were added which relate to Special Circumstances Instructional Assistance (SCIA).

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.

IEPPLUS: CA – IEP


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 will default as the Date to Select Current Records. 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, 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.

Create option is for Initial Referrals, Annual Reviews or Reevaluations. This option will end date the selected records on the day before the new IEP begins and 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 (Manage Users, Main tab, Administrator Authority check box).

IEPPLUS: CA – IEP


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.

IEPPLUS: CA – IEP


*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

1. Select one of the following options: • Create will 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 will copy existing goals that are active in the new Recommended Date range. This option is available

only if using Option 2 in Step 3. • Do not create 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.

IEPPLUS: CA – IEP


*Note: The available options in Step 3 and Step 4 will depend on the district’s settings in Options > Set System Options > Forms. Please also note that the tabs may appear different based upon security settings, district settings, etc.

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 form from which to copy Present Levels data into the new IEP (see note below).

5. Select a Type for this IEP. The type will display on the Summary page that lists all IEP’s for the student.

IEPPLUS: CA – IEP


6. 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.

7. Click Create IEP.

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:

IEPPLUS: CA – IEP


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

Save 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.

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.

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.

IEPPLUS: CA – IEP


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.

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:

IEPPLUS: CA – IEP


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:

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 IEPs. If the IEP has already expired, the user will not see the ‘Revise’ link.

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:

While in “Revise/Amend” mode, the cover page of the IEP allows the user to modify the Meeting Date by clicking on the IEP Date link at the top-left of the form:

REMOVE AMENDMENT

This functionality allows the user (based on security permissions) to remove an Amendment/Revision when the form was inadvertently amended/revised.

IEPPLUS: CA – IEP


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 insure 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

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.

IEPPLUS: CA – IEP


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.

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

CODE TABLE SETUP

The reports require specific Alternate Codes in various Code Tables to correctly populate the fields in the extract. The necessary Alternate Codes (including the Type and Description) for each field are defined in the Data Mapping section of this document. To add, edit or lookup a code, do the following:

1. Navigate to Maintenance > Manage Code Tables. 2. Select the name of the table from the drop down list (see Data Mapping section herein for details on the

required Alternate Codes and Code Tables). 3. To Add a Code, choose ‘New’ from the top menu. Enter the Code in the provided textbox and then choose the

Update link.

IEPPLUS: CA – IEP


4. To add or edit an ALTERNATE Code, first click the Show Alternate Codes link at the top of the page. Then choose Edit on the Code record that you would like to add\edit the alternate code to.

5. Remember to click the Save icon at the top of the page, when you are finished.

GOALS AND OBJECTIVES: COMMON CORE LEARNING STANDARDS In order to include Learning Standards in a student’s IEP, set up must be done within the goal book area of the system.

1. Navigate to Maintenance > Manage Goal Book Codes, and then choose a goal book by clicking on the appropriate link.

2. Click the ‘New’ icon at the top-left corner of the screen to add a new ‘Category’.

3. Create as many standards as necessary. *Note – the standard(s) being entered must contain the word “standard” in order for the application to recognize it.

In the example above, all entries contain the word “standard” and will display as a Common Core Learning Standard to select from on the form.

4. To manage the display order of the Standards drop down menu on the form, click the ‘Edit’ link and enter a

“Priority” number. If no ‘Priority’ number is chosen, then the form will use the default setting to display these in ascending alphabetical order.

5. Next, navigate to Maintenance > Manage Goal Books, and choose the goal book where the standards were just

entered. Filter Goals by: Type = Learning Standard. If no statement exists, then one must be created. To create it, click the ‘New Statement’ link and enter the appropriate information. *Note – there must be at least one “Learning Standard” Statement Type in order for the application to populate the drop-down box on the form.

IEPPLUS: CA – IEP


Below are examples that illustrate 3 different scenarios which determine what displays on both the form and report. The Common Core Learning Standard drop-down will display the Common Core Learning Standard description. The goal book associated to the Standard will appear in parenthesis. Scenario #1: The user turns on the “Enables student to be involved/progress in” checkbox, and chooses to type in a Common Core Code in the textbox. The Common Core Code will display on the report in two places as shown below:

Scenario #2: The user turns on the “Enables student to be involved/progress in” checkbox and chooses not to type in a Common Core Code in the textbox. The Common Core Code from the drop-down box will populate on the report in the two areas as indicated below.

IEPPLUS: CA – IEP


Scenario #3: The user does not turn on the “Enables student to be involved/progress in” checkbox. No Common Core Standards or Codes will appear, and there will be no drop-down boxes enabled.

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 >

IEPPLUS: CA – IEP


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:

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:

IEPPLUS: CA – IEP


FIELD MAPPING

COVER PAGE

a

1

2 3

4 5 6 7

8 9 10 11

12

13

14

15 16

17

18

19

21

23

24 25

26

29 27

20

31

30

22

28

IEPPLUS: CA – IEP


IEP Data Mapping (Note: Alternate / CASEMIS Codes are maintained in Maintenance, Manage Code Tables, tables as indicated below)

a Letterhead (Chula Vista)

Maintenance, Manage Letterhead, Set Systemwide (or User) Options

Plan Name = Form Type (Individualized Education Program (IEP) or Medicaid Eligible IEP

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

Letterhead (Standard version)

Maintenance, Manage Letterhead, Set Systemwide (or User) Option

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

District Logo image (jpg)

Cover Page

1 IEP Date

Meeting Date associated to the IEP Form in IEP Information. Meeting Type defaults to the IEP Team Meeting if the user creates a meeting within the IEP form. The user also has the ability to modify the Meeting date by clicking on the IEP Date link:

2 Meeting Purpose Meeting Reason associated to the Meeting

3 Dates

The IEP Finalization process will create and finalize (see below for the list of Types) Important Date records. If the form is unlocked at any time, the Important Date records then are unfinalized. The user can modify the dates and re-finalize the form which will then re-finalize the Important Dates. New IEP’s that are created with new dates will then create new Important Dates (upon finalization), thus maintaining historical Important Date records. Important Date Types (Name):

Next Annual IEP

Previous IEP

Most Recent Evaluation

Next Evaluation

Initial IEP Meeting Date Validation rules for each of the dates can be activated to check to ensure the dates are filled in. The form also shows the prior Important Dates next to the date field labeled as ‘Prior:’. See below for an example.

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

5 Date of Birth Student, Basic Information, Demographics, DOB (mm/dd/yy)

6 Gender Student, Basic Information, Demographics, Gender = Male/Female

IEPPLUS: CA – IEP



7 Grade Displays the student’s current grade. Pulls the grade associated to the Placement as of the ‘Current Date’ in IEP Information area.

8

Student ID SSN SSID MediCal#

Student, Basic Information, Demographics, Student ID field Student, Identifications, Type like…

Social*

SSID

Medi-Cal* *NOTE: The Chula Vista version does not pull the MediCal # nor the SSN onto the web form or IEP report.

9 Native Language Student, Basic Information, Demographics, Dominant Language

10 EL ? Yes/No Recommended Placement record, Foreign Language Exempt Field: Yes / No

11 Migrant Ed Student, Educational Information, Release/Waiver Type = Migrant Ed. If the student has a Release Waiver regardless of the date, the form will check Yes. Otherwise, No is checked.

12 Residency

Student, Basic Information, Address, Home, Home Status Field

Parent/Guardian: Alternate Code, CASEMIS Code = 10

Foster: CASEMIS Code = 20

LCI: CASEMIS Code = 30

Other: CASEMIS Codes NOT = 10,20,30

13 Interpreter Required

Student, Basic Information, Demographics, Dominant Language, Check box = Interpreter Needed

14 Parent/Guardian – Name

Student, Basic Information, Parent/Guardian Information, Contacts, Type = Parent / Guardian and/or Surrogate Parent, Name = Salutation, First, Last, Qualifier

Parent Address Student, Basic Information, Parent/Guardian Information, Home Address

Parent Communication

Student, Basic Information, Parent/Guardian Information, Communication: Displays all

15 District of Residence

Student, Educational Information, Associated Organizations, Type like ‘*District*Residence*’ or ‘*District*Attendance*

16 School of Residence

Student, Educational Information, Associated Organizations, Type like ‘*School*Residence*’. Organization Type NOT like ‘%District’

Track (Standard only)

Recommended Placement record, Track Field

17 Ethnicity (Federal)

Student, Basic Information, Demographics, Ethnicity field

Hispanic/Latino: OSSMS Code = eSchool Code = Y, Alternate Code type: CASEMIS Code = 500

Not Hispanic/Latino: OSSMS Code = eSchool Code = Y, CASEMIS Code = 501

Unanswered: CASEMIS Code = 900

18 Race

Student, Basic Information, Demographics, Race Tab. (Ability to indicate more than one.)

American Indian or Alaskan Native: Alternate Code = 01, CASEMIS = 100

Asian: Alternate Code = 02, CASEMIS=205,207,201,400,203,208,202,206, 299, 204

Black or African American: Alternate Code = 03, CASEMIS Code = 600

Native Hawaiian or Other Pacific Islander: CASEMIS = 302,301,399,303,304

White: Alternate Code = 05, CASEMIS Code = 700

19 Disabilities Program, Disabilities, Priority 1 (Primary) & 2: (Secondary)

IEPPLUS: CA – IEP



20 Exit Date

Student, Basic Information, Enrollment/Exit, End Date Field IMPORTANT: Adding an Exit Date and saving the IEP form will run the Inactivation Utility Process, inactivating all Placements/Services/Courses/ Disabilities/Goals/ Objectives as of the Exit date!!

21 Exit Reason Student, Basic Information, Enrollment/Exit, Exit Reason field

22 Termination Reason

Updates the Placements and Services Termination field that are in the range of the Exit Date. (Note: Does not print on IEP.)

23 Disability affects general curriculum

Text box

24

Pre-Referral Early Intervening

INITIAL PLACEMENT ONLY Yes/No selection. Selecting Yes creates a Statement Type = Statement, Category = Pre-referral with the start and end date of the IEP form. The Code = 0000000, Description = Yes. Selecting No creates the record, Description = No.

25 Person Initiating Referral

Creates a Referral record, update the Referral Source field

26 Date of Initiating Referral

Adding date creates a referral record

27 Date Received Consent

Updates the Referral Consent to Test Date (NOTE: Does not print on the IEP.)

28 IEP Due Date Updates the Referral Sent Date, this date does not print on the IEP report.

29 Initial SPED Service Date

Student, Educational Information, Important Date, Type = Initial SPED Service Date

30 Initial Meeting Date more than 60 days

Drop-Down menu to select or enter type in text box: Updates the Student’s Referral record, Referral Extensions.

Maintenance, Manage Code Tables, Extensions must have Alternate code = “CASEMIS Code” to display in the drop down. (web form: ET_DurationCode = “60 day”)

31 Referral Prior 3rd birthday

Drop-Down menu to select or type in text box: Student, Educational Information, Referral, Referral Extensions

Maintenance, Manage Code Tables, Extension, must have Alternate Code type = Alternate Code to display here. (web form: ET_DurationCode = “3rd Birthday”)

(NOTE: Able to have two types: ‘CASEMIS Code’ and ‘Alternate Code’ for a single extension reason.)

IEPPLUS: CA – IEP


PRESENT LEVEL OF PERFORMANCE

31

33

32

35

36a

36b

36c

36d

34

IEPPLUS: CA – IEP


36k

36f

36j

36e

36g

38

36m

36l

36h

37

36i

IEPPLUS: CA – IEP


Present Levels of Performance

31 Strengths/Preferences / Interests

Text Box

32 Concerns Text Box

33 Parent Involvement Yes/No button

34 Medi-Cal Yes/No button (does not print on IEP report)

35 Assessment Results

Student, Assessment Information, Tests (not linked to evaluations)

Student, Assessment Information, Evaluations

Student, Assessment Information, Tests (linked to evaluations)

36a Reading Text Box

36b Written Expression Text Box

36c Math Text Box

36d Pre-academic / Academic Text Box

36e Communication Development

Text Box

36f Gross / fine Motor Development

Text Box

36g Social Emotional / Behavior Text Box

36h Health Text Box

36i Vision Text Box

36j

Medication (Standard version) Medical Procedures (Chula Vista)

Text Box

36k Hearing (Standard version)

Text Box

36l Pre-Vocational / Vocational Skills

Text Box

36m Self-Help Text Box

37 Areas of Need Text Box

38 Relied Upon (Standard version)

Check boxes

IEPPLUS: CA – IEP


SPECIAL FACTORS

45

46

44

40

43

39

47

47a

47b

47c

46a

41

42

IEPPLUS: CA – IEP


Special Factors

39 Assistive Technology Yes/No button

Text Box

40 Low Incidence (Deaf / HI, Blind, OI) (Standard only)

Yes/No button

Check Box: Deaf/Hearing Impaired(1), Blind(2), Orthopedically Impaired(3)

41 Low Incidence Services Yes/No button

Text Box

42 Considerations for Blind or VI.

Check box

Text Box

43 Considerations for Deaf or hard of Hearing

Check box

Text Box

44 ELL Text Box

45 Behavior Impedes Yes/No button

Text Box

46 Positive Behavior Interventions

Text box

46a Behavior goals, BSP, BIP 3 Checkboxes

47 SCIA Evaluation Completed (Chula Vista only)

Yes/No button

47a Support Aide Recommended (Chula Vista only)

Yes/No button

47b Aide Support – Medical/Safety Issues (Chula Vista only)

Yes/No button

47c Aide Support – Behavior/Intervention (Chula Vista only)

Yes/No button

IEPPLUS: CA – IEP


SPECIAL FACTORS (PARTICIPATION IN STATEWIDE ASSESSMENTS)

San Bernardino Form:

48

49

50

51

52

506 History/SS

Check Boxes & Text Boxes CST without Testing Accommodations Code = STARHIS01 CST with test accommodations Code = STARHIS02 OR CST with testing modifications (Grades 2 to 11 only) SBC Only Code = STARHIS03

53

54

506 History/SS


55

506 History/SS


56

506 History/SS


57

506 History/SS


61

506 History/SS


59

506 History/SS


60

506 History/SS


58

506 History/SS


62

506 History/SS


63

506 History/SS


64

506 History/SS


65

506 History/SS


66

506 History/SS


IEPPLUS: CA – IEP


Chula Vista Form:

Special Factors (continued): Participation in Statewide Assessment Program

48 Grade Exempt Check Box - Statement Category = State/District Assessments, Code=0000550

49

ELA CST Testing Modifications (Standard only)

Check Boxes & Text Boxes Statement Category = State/District Assessments, Code=STARELA

CST/CAT6 without accommodations: Statement Category = State/District Assessments, Code=STARELA01

- CST/CAT6 with testing accommodations: (cstnotes4): Statement Category = State/District Assessments, Code=STARELA02

- OR CST with testing modifications (Grades 2 to 11 only) SBC Only Statement Category = State/District Assessments, Code=STARTELA03

CMA/CAT6 without Testing Accommodations: Code = STARELA04

CMA/CAT6 with Testing Accommodations: Code = STARTELA05

50

Mathematics CST Testing Modifications (Standard Only)

Check Boxes & Text Boxes

CST/CAT6 without testing accommodations (math1) Code = STARMATH01

CST/CAT6 with testing accommodations Mathacc) Code = STARMATH02 OR CST with testing modifications Code = STARMATH03

CMA/CAT6 without testing accommodations Code = STARMATH04

CMA/CAT6 with testing accommodations Code = STARMATH05

51 Algebra I


CMA without accommodations Code = STARALG01

CMA with accommodations Code = STARALG02

58

506 History/SS


57a

506 History/SS


59

506 History/SS


61

506 History/SS


62

506 History/SS


63

506 History/SS


64

506 History/SS


65

506 History/SS


66

506 History/SS


67

506 History/SS


66

68

506 History/SS


69

506 History/SS


IEPPLUS: CA – IEP



52 Geometry Check Boxes & Text Boxes

CMA without accommodations Code = STARGEO01 CMA with accommodation Code = STARGEO02

53

Science CST Testing Modifications (Standard only)


CST without Testing Accommodations Code = STARSCI01

CST with test accommodations Code = STARSCI02 OR CST with testing modifications (Grades 2 to 11 only) SBC Only Code = STARSCI03

CMA without Testing Accommodations Code = STARSCI04

CMA with test accommodations Code = STARSCI05

54

History/SS CST Testing Modifications (Standard only)


CST without Testing Accommodations Code = STARHIS01

CST with test accommodations Code = STARHIS02 OR CST with testing modifications (Grades 2 to 11 only) SBC Only Code = STARHIS03

55

Writing CST Testing Modifications (Standard only)


CST without Testing Accommodations Code = STARWRTG02

CST with test accommodations Code = STARWRTG02 OR CST with testing modifications (Grades 2 to 11 only) SBC Only Code = STARWRTG03

CMA without Testing Accommodations Code = STARWRTG04

CMA with test accommodations Code = STARWRTG05

57 CA Alt. Performance Assessment (CAPA) Level

Drop Down for level Statement Category = State/District Assessments, Code=0000470

CAPA Appropriate: Text Box adds a Statement Category = State/District Assessments, Code=0000470

57a Not participate in CST or CMA (Chula Vista Only)

Text Box adds a Statement Category = State/District Assessments, Code=0000440

58 Participation in CAPA Statement Category = State/District Assessments, Code=0000440 Text Box

59 Physical Fitness Test Checkbox and Textbox:

Accommodation Statement Category = State/District Assessments, Code=STARTFIT01

60 Modifications (Standard only)

Modification Statement Category = State/District Assessments, Code=STARTFIT02

61 CAHSEE

Checkbox: Statement Category = State/District Assessments, Code=0000480

Standard: Statement Category = State/District Assessments, Code=0000490

With Accommodations: Statement Category = State/District Assessments, Code=0000500

With Modifications (Waived Required): Statement Category = State/District Assessments, Code=0000510 (San Bernardino only)

62 Beginning Grade 9: Parent Informed

Checkbox:

Statement Category = State/District Assessments, Code=0000520

63

Not Working towards diploma (Chula Vista only – ‘not working)

Checkbox:

Statement Category = State/District Assessments, Code=0000530

IEPPLUS: CA – IEP



64 ELA Date Enter Date – saves as a Statement Category = State/District Assessments, Code=0000595

65 Passed CAHSEE Checkbox and text box – saves as a Statement Category = State/District Assessments, Code=0000540

66 Math Date Enter Date – saves as a Statement Category = State / District Assessments, Code = 0000596

67 Other Statewide Assessment (Chula Vista only)

Checkbox and text box – creates a Statement Category = State/District Assessments, Code=0000570

68 Other District wide Assessment (Chula Vista only)

Checkbox and text box – creates a Statement Category = State/District Assessments, Code=0000580

69 Alternate Assessments appropriate (Chula Vista only)

Text box creates a Statement Category = State/District Assessments, Code=0000585

English Learners Only

70 Primary Language Support (Standard only)

Check box & Textbox

71 Instructional language For the student (Standard only)

Displays from the Languages Code table

72 ELD Staff (Standard only)

Check box for General Ed or Special Ed. Staff.

73 ELD Service (Standard only)

Check box for ELS services.

74 ELL Comments (Standard only)

Text box

75 CELDT

Accommodation Statement Category = State/District Assessments, Code=STARCELDT Listening without accommodations Code = STARCL01 with accommodations Code = STARCL02 with modifications Code = STARCL03 Speaking without accommodations Code = STARCS01 with accommodations Code = STARCS02 with modifications Code = STARCS03 Reading without accommodations Code = STARCR01 with accommodations Code = STARCR02 with modifications Code = STARCR03 Writing without accommodations Code = STARCW01 with accommodations Code = STARCW02 with modifications Code = STARCW03

76 STS

Accommodation Statement Category = State/District Assessments, Code=STARSTS Math without accommodations Code = STARSTSM01 Math with accommodations Code = STARSTSM02 Reading, Language, Spelling without accommodations Code = STARSTSR01 Reading, Language, Spelling with accommodations Code = STARSTSR02

77 Alternate Lang. Proficiency (ALPI)

Check box creates Statement Category = State/District Assessments, Code=STARALPI

IEPPLUS: CA – IEP



78 Preschool DRDP

Check boxes:

DRDP-Access: DRDP Access Adaptations Check box - Statement Category = State/District Assessments, Code=0000610

None: Statement Category = State/District Assessments, Code=0000611

Augmentative: Statement Category = State/District Assessments, Code=0000612

Alternative Written Language: Statement Category = State/District Assessments, Code=0000613

Visual: Statement Category = State/District Assessments, Code=0000614

Assistive Equipment/Device: Statement Category = State/District Assessments, Code=0000615

Functional Positioning: Statement Category = State/District Assessments, Code=0000616

Sensory support: Statement Category = State/District Assessments, Code=0000617

Alternative response mode: Statement Category = State/District Assessments, Code=0000618

Report only prints items checked

79 (Not in use)

70 71

72

73

74

75 76

77

78

IEPPLUS: CA – IEP


SPECIAL FACTORS (DOCUMENTED EFFORTS TO CONTACT PARENTS)

Special Factors (continued): Documented Efforts To Contact Parents

80 Checkboxes for Parental Contact

5 Checkboxes :

Parent Contacted:

Date: Student, Educational Information, Important Date type = Parent Contacted.

Agree to attend meeting

Meeting Scheduled

Parent Waives advanced written notice

Invitation Sent

81 Dates Invitation letter sent

8 Date boxes. When form is saved, the dates save as Important Date records;

Letter: Type = First Letter, Second Letter

Phone: Type = First Phone, Second Phone

Verbal: Type = First Verbal, Second Verbal

Cert. Letter: Type = First Cert. Letter, Second Cert. Letter.

82 Checkboxes for Parent Unable to Attend & Copy of Assessment

2 Checkboxes:

83 Promotion Criteria Radio button

84 Parents Informed of Progress

Radio buttons: Quarterly (1), Trimester (2), Semester (3), Other (4)

Other How (Reported):

Radio Button: Annotated Goals, Progress Summary Report

Other: Text Box

80

81

53

82

83

84

IEPPLUS: CA – IEP


GOALS AND OBJECTIVES

Goals and Objectives

85 New Goals (Standard only)

2 Buttons:

Drafted

Not Needed

86 Progress of Previous goals (Standard only)

2 Textboxes

87 Area of Need Text Box or Goal book Statement Category name

88 Person(s) Responsible

Check Boxes displayed with staff positions. District can customize the check boxes as they are maintained in the System Default Goal book. - Goal book Attachments, Category = Person(s) Responsible, order by code, description

89 Baseline Textbox

90 Measurable Annual Goal Start / End Dates of Goal

91 Goal Statement Text Box or Goal book Statement Description

92a Checkbox: “Enables student to be involved/progress in”

Check box to enable the Common Core Learning Standards drop-downs and text box.

85

87

88 89

90

942

91

95

86

92a-g

932

IEPPLUS: CA – IEP


Goals and Objectives

92b Common Core Learning Standard (and Goal Book)

This field is activated only when the checkbox in field #62a is checked. Drop-down displays the Common Core Learning Standard with the goal book name in parenthesis “()”:

Maintenance > Manage Goal Book Codes > Category > {any entry that contains the word “standard”}

92c Drop-Down: Common Core Learning Standard – Category

This field is activated only when the check box in field #62a is checked. Drop-down displays the Common Core Learning Standard – Category:

Maintenance > Manage Goal Book Codes > Category

92d Drop-Down: Common Core Learning Standard – Subcategory

This field is activated only when the checkbox in field #62a is checked. Drop-down displays the Common Core Learning Standard – Subcategory:

Maintenance > Manage Goal Book Codes > Category > Subcategory

92e Drop-Down: Common Core Learning Standard – Level

This field is activated only when the checkbox in field #62a is checked. Drop-down displays the Common Core Learning Standard – Level:

Maintenance > Manage Goal Book Codes > Category > Subcategory > Level

92f Text box: Common Core Learning Standard

Text box where the user may enter a Common Core Standard Code. This field is limited to 10 alphanumeric characters.

If no data is entered into this text box, then the Code from field #62g will display on the report.

If data is entered into the text box, then it will print on the report exactly as entered.

92g Drop-Down: Common Core Learning Standard – Code

This field is activated only when the checkbox in field #62a is checked. Drop-down displays the Common Core Learning Standard – Code:

Maintenance > Manage Goal Book Codes

93 Addresses Other Ed. Needs

When the check box is checked, an Attachment is associated to the Goal: Attachment code = 102, description of Addresses other educational needs resulting from the disability Attachment code = 103, description of: SBC Only: Check Box: Linguistically appropriate Chula Only: Check Box: Linguistically appropriate for English Learners

94 Benchmarks/Objectives Text box

Objective

95 Start/End Dates Start/End Dates of Benchmarks/Objectives

Objective start date & end date

IEPPLUS: CA – IEP


SERVICES

96

97a

97

97b

97c-g

98

99

100 2

101 2

IEPPLUS: CA – IEP


Services

96 Service Options Considered Textbox

97 97a

Supplementary Additional Supplementary Services (Chula Vista only)

Form, Student, Program, Services, Service type = Supplementary 97a: ext Box

97b Supports for School Personnel: Text box (Standard only)

Goal book, Type = “Statement”, Category = “Support for School Personnel”

102 2

107

106 105

104 103

109

1089

112

111

110

114

113

115

IEPPLUS: CA – IEP


Services

97c Supports for School Personnel: Projected Date for Initiation (Standard only)

This automatically populates with the Recommended, Summer, or Next Recommended Services Start Date from the Form Information screen.

97d Supports for School Personnel: Anticipated Duration (Standard only)

This automatically populates with the Recommended, Summer, or Next Recommended Services End Date from the Form Information screen.

97e Supports for School Personnel: Frequency (Standard only)

Drop-down list to select the frequency for the School Personnel Support. Ex: 5 day per week, 3 times per semester, etc.

97f Supports for School Personnel: Duration (Standard only)

Drop-down list to select the duration for the School Personnel Support. Ex: 60 minutes per sessions, 120 hours per week, etc.

97g Supports for School Personnel: Location (Standard only)

Utilities > Organization > any active Organization will appear in this drop-down list. Drop-down to select the location for the School Personnel Support.

98 Primary Service

Form, Student, Program, Placements:

Placement Name

I/G

Start/End Dates

Frequency

Duration

Location

Provider

IEPPLUS: CA – IEP


Services

99 Services

Form, Student, Program, Services, Service type = Special Education Services:

Service Name

I/G

Start/End Dates

Frequency

Duration

Location

100 Transportation No / Yes Form will check No if there is no Service, Service Type = Transportation Type Form will check Yes if there is a Service, Service Type = Transportation

101 Transportation Service

Service Name

Start/End Dates

Frequency

Duration

Location

Provider – displays staff associated to the Transportation Service

Session (displays the Service Session Type .. Recommended, Summer, Next Recommended)

102 Physical Education

4 Radio Buttons:

General Education

Specially Designed

Modified Gen. Ed

Adapted P.E. (DIS)

103 District of Service Student, Educational Information, Associated Organization = District of Service within the date range of the IEP.

104 School of Attendance Student, Educational Information, Associated Organization = School of Attendance within the date range of the IEP.

105 School type K-12: Form, Placement, Location of Intervention Ages 3-5: Placement, Level of Intervention

106 ESY Radio Button: Yes/No Text

107 Agency Services

6 Checkboxes, and 1 Textbox:

Statement Category = Agency Services, Statement subcategory = CCS,

Rehabilitation, DSS, Probation, Regional, Other

Other: Statement Attachment

108 % of Time SE Form, Program Placement, TORC field.

109 % of Time In Reg. Ed. Does not Print for SBC

Form, Program, Placement, % Time in Reg. Class Additional text box: % of time in regular ed. environment

110 Not Participate GE Text Box

111 Because Text Box

112 Services School of Residence

Radio buttons = Yes/No - Text Box

113 Not School of Residence Transportation (Standard only)

Yes / No check box

114 Activities to Support Transition

Check box and text box

IEPPLUS: CA – IEP


Services

115 Graduation Plan (Chula Vista Only)

Clicking on the blank date will create an Important Date record with a type = Anticipated Graduation Checkboxes: ‘To participate in high school … Diploma’ – checking this box will create a Statement, Category = Graduation Plan, Code = Grad10 ‘To participate in high school…. Certificate’ – checking this box will create a Statement, Category = Graduation Plan, Code = Grad20

Reported on CASEMIS

MEETING NOTES

Meeting Notes

116 Meeting Date Displays the meeting date from the IEP cover page. The user can type a meeting date or edit an existing meeting date. Typing a meeting date, if the field is blank, creates a meeting record.

117 Purpose of Meeting Displays the Meeting Reason field. User can select a Meeting Reason from the drop down menu.

118 Comments/Notes Meeting, Notes

Each time an IEP is revised, the Prior Meeting’s Notes will be copied into the new Meeting Notes section (see red arrows in the above illustration).

116

117

118

IEPPLUS: CA – IEP


TRANSITION (SECONDARY AND POST-SECONDARY EDUCATION GOALS)

Transition (Secondary and Post-Secondary Education Goals)

119 Anticipated Graduation Student, Educational Information, Important Dates = Anticipated Graduation Date

120 Credits Earned Form, Program, Placement, Diploma Credits Earned Field

121 Credits Required Defaults to 230 when IEP is created. User can modify.

122 Credits Needed Text Box

123 Student participation 3 Checkboxes

124 Transition Services (buttons)

4 Radio Buttons

125 Transition Services Transition Services, Service Type = ‘Transition Service’. NOTE: Service Date Range defaults to the Recommended IEP Start and End Date.

126 Secondary & Post-Secondary Education Goals

Check boxes and Text Boxes

High School Diploma

Certificate of Completion

Attend College/University

Specify Institution – text box

Degree – text box

127 Complete Training/Other

Check boxes and text box

Complete technical training and text box

Other check box and text box

N/A explain check box and text box

128 Instruction

Text box Standard Version - field label ‘Statement of Current need in Instruction’ Chula Vista – field label ‘Activities to support Instruction’.

129 Goal (narrative or from goal book)

Narrative text box OR Select from a Goal book, Type = TPGoal, Category = ‘Post-School Instruction’

119

120

125

1234

121

124

122

126

127

128

129 129

IEPPLUS: CA – IEP


Transition (Secondary and Post-Secondary Education Goals)

130 Student/Guardian Responsibilities

Check boxes and text boxes

131 School Responsibilities Check boxes and text boxes

132 Agency Responsibilities Textboxes

TRANSITION (COMMUNITY/POST-SCHOOL LIVING GOALS)

130 1319

132

133 134

133

135

136

137

IEPPLUS: CA – IEP


Transition (Community/Post-School Living Goals)

133 Live Independently Check box

134 Supported Living* Check box and text box

135 Community Access Check boxes and one text box to explain

136 Post-School Living Text box Chula Vista: label ‘Activities to Support Post-School Living’ San Bernardino: label ‘Statement of Current need in Post-School Living’

137 Post Living Goals Narrative text box OR Select from a Goal book, Type = TPGoal, Category = ‘Post-School Living’

TRANSITION (POST-SCHOOL EMPLOYMENT GOAL)

Transition (Post-School Employment Goal)

138 Employment Goals

3 Checkboxes, and 3 Textboxes:

Competitive Employment: Check Box

Supported Employment: Check Box

Other: Check Box

139 Supported Employment Check box and text box

140 Other Check box and text box

141 Employment

Text box Chula Vista: label = ‘Activities to Support Post-School Employment San Bernardino: label = ‘Statement of Current need in Employment

142 Goal (Narrative/Goal book) Narrative text box OR Select from a Goal book, Type = TPGoal, Category = ‘ Post-School Employment’

138 139

140

141

142

139

1429

IEPPLUS: CA – IEP


142 Transition Questions Series of Yes / No questions

143 Course of Study Text box

FORMAL EVALUATION

The Formal Evaluation (Med-Cal Billing) section of the IEP is custom to San Bernardino only. The user can click on the Add link to add Evaluation records that can be included in Medi-Cal billing.

When the user adds the evaluation record, they are added into the student’s Evaluation area as follows:

142

143

IEPPLUS: CA – IEP


SIGNATURE & PARENT CONSENT PAGE

The Signature & Parent Consent Page does not display on the IEP form. The page is included in the report only.

IEP ID: Prints the IEP Form ID that is also displayed at the top left of the IEP form.

IEPPLUS: CA – IEP


VALIDATION RULES

For exiting IEP’s, only necessary validation rules will be run. When the student’s Enrollment Exit date is the same as the IEP meeting date, only rules pertaining to an exit IEP will be processed. Note: Chula Vista only, the Exit condition used is where the student’s Disability attached to the IEP is ‘Does Not Qualify’ or ‘No Longer Eligible’. For more information on Form Validation, see Help\Forms\Form Validation and Maintenance\Manage Compliance Collections.

Section Rule ID Type Description Field Name(s) Field ID Corrective Action Required

Present Levels

15100 Error Reading - Missing or invalid text

Reading 36a Enter text describing current Reading level.

Yes

Present Levels

15101 Error

Written Expression - Missing or invalid text

Written Expression

36b Enter text describing current Written Expression level.

Yes

Present Levels

15102 Error Math - Missing or invalid text

Math 36c Enter text describing current Math level.

Yes

Present Levels

15103 Error Vision - Missing or invalid text

Vision 36i Enter text describing current Vision level.

Yes

Present Levels

15104 Error

Medical / Medication Procedures - Missing or invalid text

Medical (or Medication) Procedures

36j

Enter text describing current Medical or Medication procedures. Field Name differs in Chula Vista (Medical rather than Medication).

Yes

Present Levels

15105 Error Hearing - Missing or invalid text

Hearing 36k Enter text describing current Hearing level.

Yes

Present Levels

15106 Error

Pre-Vocational / Vocational Skills - Missing or invalid text

Pre-Vocational / Vocational Skills

36l Enter text describing current Pre-Vocational / Vocational skills.

Yes

Special Factors

15122 Error

CAHSEE - CAHSEE or CAPA must be selected and answered

CAPA CAHSEE

56 61

Enter the student's assessment choice (CAHSEE or CAPA) - required for students meeting transition criteria (age 14 and over by the end of the IEP).

Yes

Special Factors

15123 Error

CAHSEE Statutes - Parent and student must be informed

Parent/Guardian and Student informed of CAHSEE statues

62

Indicate if the Parent and Student were informed of CAHSEE statutes - required for students past Grade 8 even if the student is taking CAPA.

Yes

IEPPLUS: CA – IEP



Special Factors

15124 Error

CAHSEE Diploma / Certification - Diploma or Certification must be selected.

Student working toward Diploma or Certificate

63

Indicate if the student is working towards a diploma or certificate - required for students meeting transition criteria (age 14 and over by the end of the IEP) even if the student is taking CAPA.

CV only

Special Factors

15125 Error CAHSEE - Invalid CAHSEE pass dates

CAHSEE Pass Date ELA Pass Date Math Pass Date

64-66

Indicate the date the student passed CAHSEE (overall) and the dates the student passed the individual exams, ELA and Math respectively. Rule will pass if: all 3 dates are filled in; none of the 3 dates are filled in; -OR- no CAHSEE Pass Date is filled in and either subject (but not both subjects) is filled in.

No

Special Factors

15140 Error

Parents Contacted - The parents must be contacted

Documented efforts to contact Parents

80

At least one checkbox in the section must contain data (Parent contacted, Meeting scheduled, Parent waiver or Invitation sent). If 'Parent contacted' is checked off, a valid date must be entered in the associated text box. Rule applies to all students.

Yes

Special Factors

15141 Error

First Cert. Letter - Some other type of contact must be attempted.

First Certified Letter

81

A certified letter can only be sent if some other type of contact was attempted (letter, phone call or verbal contact date before certified letter sent date).

No

Special Factors

15142 Error

Second Cert. Letter - Some other type of contact must be attempted.

Second Certified Letter

81

A certified letter can only be sent if some other type of contact was attempted (letter, phone call or verbal contact date before certified letter sent date).

No

Special Factors

15143 Error

Second Contact - One type of first contact must be attempted.

Second Letter Second Phone Call Second Verbal Contact

81

At least one First contact field must contain a valid date before fields of Second contact type are used.

No

Special Factors

15144 Error

Second Letter - The second date is before the first date.

First Letter Second Letter

81 The date of the second letter must be after the date of the first letter.

No

Special Factors

15145 Error

Second Phone Call - The second date is before the first date.

First Phone Call Second Phone Call

81

The date of the second phone call must be after the date of the first phone call.

No

IEPPLUS: CA – IEP



Special Factors

15146 Error

Second Verbal Contact - The second date is before the first date.

First Verbal Contact Second Verbal Contact

81

The date of the second verbal contact must be after the date of the first verbal contact.

No

Special Factors

15147 Error

Second Cert. Letter - The second date is before the first date.

First Certified Letter Second Certified Letter

81

The date of the second cert. letter must be after the date of the first cert. letter.

No

Goals 15153 Error

Linguistically Appropriate - The goals must match the English Learner status.

Linguistically Appropriate

93

Language Exempt field is in the Placement record will determine status. - If this field = No or NA the 'Linguistically Appropriate' checkbox must be blank. - If this field = Yes the 'Linguistically Appropriate' checkbox must be checked off.

CV only

Services 15161 Error

Activates to support transition - Activities missing or not selected.

Activities to Support Transition

114

Field consists of a checkbox and text box. The checkbox must be filled in for any student transitioning between Preschool (CASEMIS Code = 17 in Grade table) and Kindergarten, or 8th and 9th Grade based on Recommended and Next Recommended Placement in the IEP). The textbox is required for all students, no matter what placements the student has.

Yes

Services 15162 Error Graduation Plan - No graduation plan is selected.

Graduation Plan 115

Indicate the student's Graduation Plan (Projected Graduation Date, Diploma or Certificate track) - required if the student's Placement Grade is 7 or higher in the current, recommended or summer session.

Yes

Transition 15160 Error

Anticipated Graduation - The anticipated graduation date is invalid.

Anticipated Graduation Date

119

The anticipated graduation date must be after the initial SPED Date (Educational Information, Important Dates) - required for students meeting transition criteria (age 14 and over by the end of the IEP).

Yes

IEPPLUS: CA – IEP



Transition 15170 Error Credits Earned - Credits earned missing.

Credits Earned 120

Enter data in the student's Recommended Placement, Diploma Credits Earned field to populate this field - required for students meeting transition criteria (age 14 and over by the end of the IEP).

Yes


Credits Required - Credits required missing.

Credits Required 121

Defaults to 230 credits required and is a changeable - required for students meeting transition criteria (age 14 and over by the end of the IEP).

Yes


Credits Needed - Credits needed to graduate missing.

Credits Needed 122

Calculated value equal to Credits Required minus Credits Earned must be input - required for students meeting transition criteria (age 14 and over by the end of the IEP).

Yes


Student Participation - Student participation missing.

Student Participation

123

Indicate how the student participated in transition planning (Present/Interview/Interest) - required for students meeting transition criteria (age 14 and over by the end of the IEP).

Yes


IEP includes appropriate Post-Secondary Goal - Yes or No must be selected.

Question 1 142

Question must be answered - required for students meeting transition criteria (age 14 and over by the end of the IEP).

Yes


Post-Secondary Goal updated Annually - Yes or No must be selected.

Question 2 142


Yes


Goals based on Age Appropriate Assessment - Yes or No must be selected.

Question 3 142


Yes


Transition Service will reasonably enable goal attainment - Yes or No must be selected.

Question 4 142


Yes

IEPPLUS: CA – IEP




Courses of Study will reasonably enable goal attainment - Yes or No must be selected.

Question 5 142


Yes


IEP includes Annual Goals related to Transition Service Needs - Yes or No must be selected.

Question 6 142


Yes


Transition Services - Missing answer for transition services question

Transition Services. None / Workability / Transition Partnership Program / Other Transition Service

124 125

Transition services question must be answered or the Student must have at least one service with CASEMIS code between 820 and 890 - required for students meeting transition criteria (age 14 and over by the end of the IEP).

Yes

Transition 15201 Error Transition Goals - Missing Transition Goals

Secondary and Post-Secondary Goals

129 137 142

Student must have at least one transition goal in the following areas: education, training, employment or independent living - required for students meeting transition criteria (age 14 and over by the end of the IEP).

Yes


Activities to Support Transition Goals - Missing Activities to support transition goals

Activities to Support Instruction, Post-Secondary Living or Employment

128 137 141

At least one of the areas need to be filled in: Activities to support Instruction, Activities to support Post-Secondary Living or Activities to support Post-Secondary Employment - required for students meeting transition criteria (age 14 and over by the end of the IEP).

Yes


Student/Guardian Responsibilities (Education) - Missing Student/Guardian Responsibilities

Student/Guardian Responsibilities Education Goals

130

If the 'Activities to Support' education goals text box is filled in, at least one Student/Parent responsibility should be filled in; if checkbox is checked and there is space for text, text must be entered.

Yes

IEPPLUS: CA – IEP




School Responsibilities (Education) - Missing School Responsibilities

School Responsibilities Education Goals

131

If the 'Activities to Support' education goals text box is filled in, at least one School responsibility should be filled in; if checkbox is checked and there is space for text, text must be entered.

Yes

Transition 15205 Warning

Student/Guardian Responsibilities (Living) - Missing Student/Parent Responsibilities

Student/Guardian Responsibilities Living Goals

130

If the 'Activities to Support' living goals text box is filled in, at least one Student/Parent responsibility should be filled in; if checkbox is checked and there is space for text, text must be entered.

No


School Responsibilities (Living) - Missing School Responsibilities

School Responsibilities Living Goals

131

If the 'Activities to Support' living goals text box is filled in, at least one School responsibility should be filled in; if checkbox is checked and there is space for text, text must be entered.

No


Student/Guardian Responsibilities (Employment) - Missing Student / Parent Responsibilities

Student/Guardian Responsibilities Employment Goals

130

If the 'Activities to Support' employment goals text box is filled in, at least one Student/Parent responsibility should be filled in; if checkbox is checked and there is space for text, text must be entered.

No


School Responsibilities (Employment) - Missing School Responsibilities

School Responsibilities Employment Goals

131

If the 'Activities to Support' employment goals text box is filled in, at least one School responsibility should be filled in; if checkbox is checked and there is space for text, text must be entered.

No


Agency Responsibilities (Education) - Missing Agency Responsibilities

Agency Responsibilities Education Goals

132

If the 'Activities to Support' education goals text box is filled in, at least one Agency responsibility should be filled in; if checkbox is checked and there is space for text, text must be entered.

No

IEPPLUS: CA – IEP




Agency Responsibilities (Living) - Missing Agency Responsibilities

Agency Responsibilities Living Goals

132

If the 'Activities to Support' living goals text box is filled in, at least one Agency responsibility should be filled in; if checkbox is checked and there is space for text, text must be entered.

No


Agency Responsibilities (Employment) - Missing Agency Responsibilities

Agency Responsibilities Employment Goals

132

If the 'Activities to Support' employment goals text box is filled in, at least one Agency responsibility should be filled in; if checkbox is checked and there is space for text, text must be entered.

No


Secondary & Post-Secondary Education Goals - High School Diploma / Technical Training / College / Other / NA

High School Diploma / Technical Training / College / Other / NA

126-128

Secondary & Post-Secondary Education Goals (High School Diploma / Technical Training / College / Other / NA) must be completed - required for students meeting transition criteria (age 14 and over by the end of the IEP). Rule will fire if there is text in the 'Activities to Support' text box.

Yes

IEPPLUS: CA – IEP


REVISION HISTORY

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 ‘Remove Amendment’ section.

Updated the Table of Contents. 5/8/2014:

Updated the explanation under the “Remove Amendment” section. 4/16/2014:

Updated the “State Changes > 2013-2014 School Year” section to include a new bullet point to describe the new “Support for School Personnel” selection.

Added the new “Support for School Personnel” to the “Data Mapping > Services” section.

Updated the corresponding fields in the “Data Mapping > Services” table (#97b-97g) as well, for the new “Support for School Personnel” selection.

Updated the Table of Contents, header & footer records. 2/10/2014:

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

Updated “Revising an IEP” section.

Updated the screenshot for the new IEP Date link (field #1).

Updated the information to the “Data Mapping – Cover Page” section’s field #1 for the IEP Date.

Updated Table of Contents, and header & footer records. 1/28/2014:

Added new “Form Amendment” section.

Updated the cover page, Table of Contents, and header & footer records. 1/2/2014:

Updated the ‘Meeting Notes’ Data Mapping & screenshot.


Updated the first paragraph under the “Revising an IEP” section.

Added SunGard copyright information to the cover page and subsequent footer records.


Added a new section called Validation Rules.

Update all of the screen shots. Updated the field mappings and referenced any differences between the standard, San Bernardino and Chula Vista versions.

9/20/2013:

Added new "Goals and Objectives: Common Core Learning Standards" subsection under the existing 'Code Table Setup' section.

IEPPLUS: CA – IEP


Updated screenshots and added field #62a-g in the Data Mapping section of the document to illustrate the new Common Core Learning Standards.

7/17/2013:

Updated field 3, Dates. Dates are now stored historically. Prior Dates also show to the right of the field. Added a screen shot with example.

3/26/2012:

Clarified Fields 91, 92 on how data is saved for these two fields. 11/15/2012:

Chula Vista only – 4 new “Special Circumstances Instructional Assistance (SCIA)” yes/no checkbox questions were added to the Special Factors section of the IEP.

Updated table of contents, sections, page numbering, footers & headers, and the new SunGard formatting for documentation.

6/14/2012:

Participation in Statewide Assessments: Grade Changes, text changes. 4/11/2011:

Move referral date to above consent date 10/11/2010:

Special Factors: Added ELL Questions, prints only IEP’s not CV. Moved numbers around a little to insert new section mapping #510-522.

9/16/2010:

Special Factors: Added mapping items 516 and 517 for English Learner CELDT and STS. Removed CAT-6. 9/13/2010:

Added mapping field #83a. Graduation Plan check boxes (Diploma or Certificate) and Important Date = Anticipated Graduation. Validation rules also created for Date and check box for grades 8 or above.

5/13/2010:

Changed items 29 & 30. Web form now causes User to select Extension Reasons from a Drop Down rather than from a Radio Button List. Data is no longer stored in Question/FormAnswer records. It is now stored only in the Extension reasons attached to the referral.

Date post:	25-Feb-2021
Category:	Documents
Upload:	others
View:	3 times
Download:	0 times

California Individualized Education Plan User Guide IEPPLUS Forms/California IEP... · 3. Enter a...

Documents