Teaching · Related Services

Catch the gaps in the plan before the parent signs.

Check that every concern in the referral is assessed and that the plan follows the federal evaluation procedures. The summary gives the due date and what needs work.

$5one-time · every device you sign in on

Included with Caveat Classroom and Whole-school licenses. Or get it in the Related Services toolkit, $99 for 96 items.

The plan review

One review per student and evaluation. The example is made up.

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What you get

Teaching · Related Services$5 · included with Classroom and Whole-school licenses

What you finish with
The due date, the checks that need work with their regulation, and any concern the plan leaves out.
Who it is for
School psychologists, evaluation teams, speech-language pathologists and special education coordinators.
Format
Browser checklist. One saved review per student and evaluation; printed for the team or as a blank form; CSV; export and import a file.
Access
$5 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the Related Services toolkit ($99) and the Teaching Suite pass ($199), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The Related Services space in Caveat Teaching.
Support
Questions about an order, access or a correction: team@caveatacademic.com.
one student, every domain in question
Drawn for this page. A plan that misses a domain named in the referral is the easiest gap to catch before consent, and the hardest to fix after.

How to use it

  1. Start a review with the student’s code.
  2. Mark the concerns the referral raises, then the domains the plan assesses.
  3. Mark each check meets, needs work or does not apply.
  4. Give every role a date before the due date.
  5. Fix what needs work, then send the plan with the consent request.

Review a plan

The rules behind the checks

Timelines

An initial evaluation must be completed within 60 days of receiving parent consent, or within a timeline the state sets (34 CFR 300.301(c)). A reevaluation happens at least every three years unless the parent and school agree it is unnecessary, and not more than once a year unless they agree (34 CFR 300.303).

Procedures

The evaluation must use a variety of tools, including information from the parent; no single measure may decide eligibility; and the student must be assessed in all domains related to the suspected disability (34 CFR 300.304). For a suspected learning disability the team must also observe the student in the regular classroom (300.310).

What it is not

A planning check, not a legal review. It does not decide eligibility, and it does not replace your state’s rules or your district’s procedures.

Sources

  1. Individuals with Disabilities Education Act regulations, 34 CFR 300.300 to 300.311: consent, evaluation procedures, timelines and learning disability identification.
  2. U.S. Department of Education, Office of Special Education Programs. OSEP Memo 11-07 (2011): a response to intervention process cannot be used to delay or deny an evaluation.
  3. National Association of School Psychologists. The Professional Standards of the National Association of School Psychologists (2020).
  4. American Educational Research Association, American Psychological Association and National Council on Measurement in Education. Standards for Educational and Psychological Testing (2014).

The example plan is made up. Support: team@caveatacademic.com.