Teaching · Related Services

Start the evaluation with a clock, clear questions and the records in hand.

Enter the referral and consent dates, the concerns and questions, what has been tried and the records you have. The page works out the due date, the questions without a plan and what to gather first.

Start a referralWhat you get
$12one-time · every device you sign in on
Buy · $12

Included with Caveat Classroom and Whole-school licenses. Or get it in the Related Services toolkit, $99 for 152 items.

The referral

One record per referral, dated the day you update it. The example is made up.

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What you get

Teaching · Related Services$12 · included with Classroom and Whole-school licenses

What you finish with
A referral ready to plan from: the due date and days left, each question with how it will be answered, the interventions tried, the records still missing and a drafted summary.
Who it is for
School psychologists, evaluation team members, special education coordinators and student support team leaders.
Format
Browser organizer. One saved record per referral; printed with its summary or as a blank form; CSV of the interventions; export and import a file.
Access
$12 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.
signed consent starts the clock
Drawn for this page. Under the federal rule the initial evaluation is due within 60 days of the parent’s consent, unless the state sets its own timeline.

How to use it

  1. Enter when the referral came in, who made it and the consent date.
  2. Tick the concerns and write a question for each, with the data that will answer it.
  3. List the interventions tried, with weeks, progress and whether data exist.
  4. Mark the records gathered, and the student’s language background.
  5. Use the summary to plan the evaluation and to gather what is missing first.

Start a referral

What the organizer checks

The federal timeline

An initial evaluation must be completed within 60 days of receiving parental consent, or within the timeframe the state sets (34 CFR 300.301(c)(1)). Federal regulations count days as calendar days (300.11); a state that sets its own timeline may count differently, so enter it here if it applies.

Referrals and intervention

A parent or the school may request an initial evaluation (300.301(b)). The U.S. Department of Education has said that a response-to-intervention process cannot be used to delay or deny an evaluation (OSEP Memo 11-07). Progress data from interventions are still valuable evidence for the evaluation.

What it is not

It does not replace your district’s referral form or prior written notice. Federal rules are summarized in general terms; your state’s rules apply where they differ.

Sources

  1. Individuals with Disabilities Education Act, 34 CFR 300.300, 300.301 and 300.11: consent, the initial evaluation timeline and the definition of day.
  2. U.S. Department of Education, Office of Special Education Programs (2011). Memo 11-07: a response to intervention process cannot be used to delay or deny an evaluation.
  3. 34 CFR 300.304(c)(1)(ii) and 300.306(b): assessment in the language and form most likely to yield accurate information, and limited English proficiency as an exclusion.
  4. National Association of School Psychologists (2020). Model for Comprehensive and Integrated School Psychological Services.

The example student and dates are made up. Support: team@caveatacademic.com.