Caveat Classroom · Special education teams

Every IEP date.
Before it is due.

For case managers: add students by code and your state's rules once, then see every review, reevaluation, notice and report date. Student data stays in your browser.

8kinds of dates
1printable caseload summary
.icscalendar file
0student data sent anywhere

How it works

Deadlines slip when the people tracking them are also the people teaching. The calendar does the counting.

  1. Enter your team's numbers once. Your meeting notice lead time in calendar or school days, how early you like to hold annual reviews, when reevaluation planning starts, your transition planning age, your state's age of majority and your progress-report dates.
  2. Add each student by a code. Grade, case manager initials, the disability category if you want it, the date of the current IEP, the last eligibility decision, birth month and year for transition, and the next meeting once it is scheduled. Never a full name.
  3. See what is due. Overdue, due in the next 30 days (or the window you choose) and later this year, filtered by case manager or by kind of date. Tick items done as you go.
  4. Look ahead a month at a time. The calendar shows every date with the same flags; tap a day for its list.
  5. Print and export. A one-page caseload summary for team meetings and supervisors, and a calendar file for Apple Calendar, Google Calendar or Outlook, labeled by student code.
  • Oct 28OverdueM-03 · Annual review dueCurrent IEP dated Oct 29 last year
  • Nov 6Due soonR-14 · Send the meeting noticeFor the target meeting date, with a 10-day lead time
  • Nov 13Due soonWhole caseload · Progress reports dueQuarter 2
  • Jan 9UpcomingT-22 · Start reevaluation planningReview existing data; consent before new assessments
  • Mar 1UpcomingM-03 · Transition plan neededTurns 16 in September; the IEP written by March is in effect then
Example data, not real students. Overdue, due soon and upcoming are flagged in words as well as color, and each item can be ticked done.

The rule behind each date

General federal timelines under IDEA, with the regulation each one answers. Where your state or district sets its own number, you enter it and the calendar uses it.

DateHow the calendar counts itThe general federal ruleWhat your team sets
Annual reviewOne year from the date of the current IEP, less a dayThe IEP team reviews the IEP periodically, but not less than annually (34 CFR 300.324(b)(1)).A target meeting date the number of days early your team chooses (21 by default), so a reschedule does not push the IEP past its date.
ReevaluationThree years from the last eligibility decision, less a dayAt least once every three years unless the parent and the school agree it is unnecessary, and not more than once a year unless they agree (34 CFR 300.303(b)).A planning start date (120 days before by default) for reviewing existing data and seeking consent.
Meeting noticeThe meeting date minus your lead timeNotice early enough that parents have an opportunity to attend, at a mutually agreed time and place (34 CFR 300.322(a)).Your team enters the number of days, calendar or school days, that your state or district sets. Until you do, no notice dates are shown.
Progress reportsThe dates you enterThe IEP states when periodic reports on progress toward the annual goals will be provided, such as with report cards (34 CFR 300.320(a)(3)(ii)).One reminder for the whole caseload on each date.
Transition planningThe IEP in effect on the birthday you enter, by monthBeginning not later than the first IEP to be in effect when the student turns 16, or younger if the IEP team decides (34 CFR 300.320(b)).Your team enters the age: 16 by default, younger if your state or team starts earlier. Birth month and year only.
Transfer of rightsOne year before the age of majority you enterBeginning at least one year before the student reaches the age of majority under state law, the IEP states that the student has been informed of the rights that will transfer (34 CFR 300.320(c)).Shown only when your team enters your state's age of majority.
Initial evaluationConsent date plus the days you enterWithin 60 days of receiving parental consent, or within the timeframe the state sets (34 CFR 300.301(c)(1)).60 calendar days by default; enter your state's number.
First IEP meetingThirty days after the eligibility decisionA meeting to develop the IEP within 30 days of determining that the child needs special education and related services (34 CFR 300.323(c)(1)).

States often set shorter timelines than the federal rule, for example for initial evaluations or meeting notice, and some count school days. Use the strictest rule that applies to you. School-day counts skip Saturdays and Sundays; the page does not know your holidays, so check those dates against your school calendar.

The caseload summary

  • One row per student: code, grade, case manager, category, the current IEP date, the next annual review, the next reevaluation, transition status and the next meeting.
  • Overdue and due-soon items listed underneath.
  • Student codes only, with the date printed and your team's settings noted.
  • Print it or save it as a PDF from the print window.

The calendar file

One .ics file with every date in the next 12 months that is not ticked done, each as an all-day event with a reminder the evening before. The file is made in the page and saved to your device; nothing is uploaded.

Student data stays with you

Students, dates and settings are saved only in the browser on the device you use. Nothing about a student is sent to Caveat or anyone else. The page asks for a code or initials, never a full name, warns you if a code looks like a name, and asks only for birth month and year.

Export saves everything to a file you can Import on another device or share with a teammate the way your district allows. Delete clears this browser. Follow your district's rules for where student records may be kept.

Caveat Compliance Calendar

The due-soon list, the month calendar, the caseload summary and the calendar file, for one case manager's caseload for a school year.

$29one case manager, a school yearBuy now

Buy now adds it to your cart; check out with a card. Free with Caveat staff access and with school licenses that include Caveat Classroom: the button opens it.

For teams and buildings

Every case manager, special education teacher and related service provider on staff gets the Compliance Calendar with a Caveat school license that includes Classroom, along with Caveat Progress Monitor, Studio for IEPs and the professional development courses. See school licenses, or request a quote for a building or district.

Related

Caveat Progress Monitor gives the weekly data behind each progress report. First 90 Days is a week-by-week course for new and emergency-certified special education teachers, including how to build a compliance calendar.

Caveat Compliance Calendar is a planning tool, not legal advice. Its dates follow general federal timelines under the Individuals with Disabilities Education Act (IDEA) and the numbers your team enters; states and districts may set different or stricter rules, and those come first. It does not replace your district's IEP system or procedures.

Caveat Compliance Calendar is a planning tool, not legal advice. Its dates follow general federal timelines under the Individuals with Disabilities Education Act (IDEA) and the numbers your team enters; states and districts may set different or stricter rules, and those come first. It does not replace your district's IEP system or procedures. Caveat Academic Services is independent and not affiliated with any school district or government agency.