Teaching · Special Education

Find the gap before a parent or monitor does.

Enter the key dates, then check the IEP contents, transition pieces and procedural documents. The checklist dates the annual IEP and the reevaluation and lists exactly what is missing.

Start an audit What you get

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

Buy · $5

Included with Caveat Classroom and Whole-school licenses. Or get it in the Special Education toolkit, $99 for 100 items.

The file audit

One audit per student file, under a student code. The example file is made up.

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What you get

Teaching · Special Education$5 · included with Classroom and Whole-school licenses

What you finish with: For each file, the federal items present and missing, the annual IEP and reevaluation dates, and what is overdue or due within 60 days.
Who it is for: Special education coordinators, directors and case managers auditing student files.
Format: Browser checklist worked through with the file open. One saved audit per file; printed with the summary or as a blank checklist; CSV across files; 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 Special Education 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 Special Education space in Caveat Teaching.
Support: Questions about an order, access or a correction: team@caveatacademic.com.

Drawn for this page. An internal audit finds the missing page or the date about to pass while there is still time to fix it.

How to use it

Start an audit with the student code and today’s date.
Enter the last IEP and evaluation dates and the age.
Check each IEP content item.
Check transition items for students 15 and older, and the procedural documents.
Fix what is missing and schedule what is due.

Start an audit

What the checklist is for

The federal timelines

The IEP team meets at least once a year to look at the IEP, and the student is reevaluated at least every three years unless the parent and school agree it is not needed. The first IEP in effect when the student turns 16 includes postsecondary goals and transition services.

Why audit

Most findings in special education monitoring are missing pieces and missed dates, not disagreements about services. A regular audit of each file catches them while they are still easy to fix.

What this is not

A checklist of federal requirements in general terms. States set their own evaluation timelines, ages and forms; add those to your own audit.

Sources

Individuals with Disabilities Education Act regulations, 34 CFR 300.320 (definition and contents of the IEP, including transition services).
34 CFR 300.324(b) (annual review), 300.303 (reevaluation at least every three years) and 300.321 (IEP team, with excusal rules).
34 CFR 300.300 (consent), 300.503 (prior written notice) and 300.504 (procedural safeguards notice).
34 CFR 300.520 and 300.320(c) (transfer of rights at the age of majority).

The example file is made up. This page describes federal requirements in general terms; it is not legal advice. Support: team@caveatacademic.com.