Individual Education Plan (Montana) [.2211 - .2219]

Last Modified on 10/22/2022 10:53 am CDT

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The Individual Education Plan is used to capture student special education plan information and match the required documentation provided by the state of Montana. This document describes each editor, a description of each field on the editor, and any special considerations and instructions.

The current print format of this document is the MT IEP 2022. Plan formats are selected in the Special Ed Plan Types tool.

Editor Home

The Editor Home lists the editors available on the student's Individual Education Plan.

Editor Home

Header	Description
Name	The name of the editor.
Status	The state of the editor. Statuses can be: In Progress: indicates a user has entered and saved data in that editor. Not Started: is the default status for all editors. Complete: indicates a user has clicked the Complete button on the editor and the editor is read only. This does not lock the editor from further editing, but indicates the user considers the editor to be finished. Not Needed: indicates a user has clicked the Not Needed button on the editor. This is usually done for editors that do not apply to the student.
Modified By	The date and the user by whom the editor was last edited.
Completed By	The date and the user who clicked the Complete button for that editor.

General IEP Information

The following table lists the buttons available for the editors:

Button	Description
Save	Different editors have different save options. Click the arrow next to the Save & Stay button to view all saving options for any given editor. Save captures progress and navigates the user to the Editor Home or to the Master Screen for List editors. See the Editor Types section for additional information. Save & Stay captures progress and keeps the user on the current editor. This save button is the default save option and usually found within the detail screen of List editors, such as Goals and Objectives. Save & Next captures progress and navigates the user to the next editor. Save & New captures progress and creates a new record. This save button is usually found within the detail screen of a list editor, such as Goals and Objectives. See the Editor Types section for additional information.
Refresh	Retrieves a new copy of data from the student's record. This includes enrollment, student, parent/guardian, and team member information. This also returns any accidentally deleted people records. Manually entered fields will not change when the refresh button is clicked. The user must Save after clicking Refresh to capture changes. A side panel displays listing all applicable Enrollment records for the student. See the Enrollments tool documentation for additional information.
Cancel	Navigates the user to the Editor Home screen or to the Master Screen for List editors.
Status i.e. Complete, Not Needed, etc.	Changes the status of the editor. Complete indicates the editor is finished. This makes the editor read-only. However, this does not lock the editor from further editing. To further edit after an editor is marked Complete, the user will have to click In Progress. Not Needed indicates the editor does not apply to the student's plan. This makes the editor read only. However, this does not lock the editor from further editing. To further edit after an editor is marked Not Needed, click the In Progress button. In Progress only displays when the editor is in the Complete or Not Needed status and allows additional edits to be made.
Print	Prints the entire plan.
Editors	Opens a side panel listing all the available editors and their status. Select an editor from this list to navigate to that editor or click Close to collapse the side panel.
Previous	Navigates the user to the previous editor.
Next	Navigates the user to the next editor.

Editor Types

There are two types of editors available: List or Basic editors. When navigating to a Basic editor, the list of fields within the editor display. List editors display a master list of all records within that editor. Clicking an existing record or the New button will open the detail view for an individual record. An example list editor is the Meeting Participants editor.

Padlock Icon

Only one user at a time can actively work on an editor. A person with a padlock icon displays in the Editors side pane, Editor Home, and Master Screen of list editors indicating which editors currently have users working on them. Hovering over the icon displays the name of the user who has checked out the editor, including the current user (you).

Editors that are currently being edited are read only for all other users. The name of the person working on the editor displays in the header.

Once the editing user navigates away from an editor, that editor becomes available to work on.

Template Banks

Certain fields within several editors have a paper icon next to their name. When the icon is clicked, a side panel displays with the available library of predetermined text for that field. See the Special Ed Template Banks article for additional information.

Editors

The following section lists each editor and describes each field on the editor. Available editors include:

Education Plan

The Education Plan editor includes the various dates associated with the plan, why the IEP meeting was held, and how student progress is reported.

This editor must be saved before entering data into other editors.

Education Plan Editor

Field	Description	Ad Hoc	Validation
Meeting Date Required	The day the team met.	Learner Planning > Learning Plans > meetingDate	N/A
Start Date Required	The day on which the plan begins for the student.	Learner Planning > Learning Plans > planStartDate	This field auto-populates to one day after the Meeting Date.
End Date Required	The last day when the plan ends for the student.	Learner Planning > Learning Plans > planEndDate	This field auto-populates to one year after the Meeting Date.
Last Re-Evaluation	The day of the student's most recent evaluation.	N/A	This field auto-populates with the date of the most recent locked Evaluation.
Secondary Transition information is needed for this student:	Indicates the student needs a secondary transition documented.	N/A	This checkbox defaults to marked for students who are 15 years old and older. This cannot be changed if the student meets the age criteria. When marked, the following editors become available: Transition Services Postsecondary Goals Course of Student Transition Services Needed Transfer of Rights High School Graduation This checkbox can be selected and de-selected for student's younger than 15.

Field	Description	Ad Hoc	Validation
Primary Disability	The primary disability of the student.	Learner Planning > Learning Plans > disability1	This field is pulled from the most recent locked evaluation. This field is read only. Up to 10 disabilities can display if entered on the Evaluation. Multiple Disabilities will be primary if there are more than one and Deaf/Blindness or Developmental Delay are NOT listed. If Deaf/Blindness of Developmental Delay are listed as a disability, one of these would be the Primary.
School Name	The name of the school associated with the student's Enrollment record.	Learner Planning > Learning Plans > servingSchoolName	This field is pulled from the Enrollment record. This field is read only.
School Phone	The phone number of the school associated with the student's Enrollment record.	N/A	This field is pulled from System Administration > Resources > School > School Phone. This field is read only.
Grade	The student's current grade.	Enrollment > Grade enrollment.grade	This field is pulled from the Enrollment record. This field is read only.
District Information These fields are read only.
District Number	The district number associated with the Enrolled school.	N/A	System Administration > Resources > District Information > State District Number
District Name	The district name associated with the Enrolled school.	N/A	System Administration > Resources > District Information > Name
District Address	The district address associated with the Enrolled school.	N/A	System Administration > Resources > District Information > Address
District Phone	The district phone number associated with the Enrolled school.	N/A	System Administration > Resources > District Information > Phone

Field	Description	Ad Hoc
Last Name	The student's last name.	Census > People > Demographics > Last Name identity.lastName
First Name	The student's first name.	Census > People > Demographics > First Name identity.firstName
Middle Name	The student's middle name.	Census > People > Demographics > Middle Name identity.middleName
Suffix	The student's suffix.	Census > People > Demographics > Suffix Name identity.suffix
Age	The age of the student.	Census > People > Demographics > Age
Birthdate	The student's birthdate.	Census > People > Demographics > Birth Date identity.birthDate
Gender	The student's gender.	Census > People > Demographics > Gender identity.gender
Federal Designation	The student's federal race designation.	Census > People > Demographics > Federal Designation identity.raceEthnicityDetermination
Federal Race(s)	The student's federal race(s).	Census > People > Demographics > Race(s) identity.raceEthnicityFed
Race, Ethnicity (state)	The student's state race/ethnicity designation.	Census > People > Demographics > Race/Ethnicity Determination identity.raceEthnicity
Address	The student's address. This field becomes a dropdown if more than one address exists for the student. The primary household displays by default.	Census > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip
Student Number	The student's identification number.	Census > People > Demographics > Student Number
State ID	The student's state identification number.	Census > People > Demographics > State ID
Case Manager Information These fields are read-only.
Name	The first and last name of the team member.	Student Information > Special Ed > General > Team Members
Title	The role of the team member.	Student Information > Special Ed > General > Team Members
Phone	The phone number of the team member.	Student Information > Special Ed > General > Team Members

Field	Description	Ad Hoc	Validation
Last Name	The last name of the parent/guardian.	Census > People > Demographics > Last Name identity.lastName	This field populates from Census. This is part of the header for the parent/guardian.
First Name	The first name of the parent/guardian.	Census > People > Demographics > First Name identity.firstName	This field populates from Census. This is part of the header for the parent/guardian.
Middle Name	The suffix of the parent/guardian.	Census > People > Demographics > Suffix Name identity.suffix	This field populates from Census. This is part of the header for the parent/guardian.
Suffix	The suffix of the parent/guardian.	Census > People > Demographics > Suffix Name identity.suffix	This field populates from Census. This is part of the header for the parent/guardian.
Relationship	The relation of the parent/guardian to the student.	Census > People > Relationships	This field populates from Census. This is part of the header for the parent/guardian.
Sequence	The print order of the parent/guardian(s) on the IEP.	N/A	If no Sequence is selected, parent/guardian(s) print in the order displayed in the UI. If any Sequences are selected, only parent/guardian(s) with a sequence number will print in the order defined.
Address	The parent/guardians' address.	Census > Households > Address Info address.number; address.street; address.tag; address.prefix; address.dir; address.apt; address.city; address.state; address.zip	This field populates from Census. If there are multiple addresses for a person, they will have a drop down with an option to select which address. If there is only one address, the drop down will only hold one option. The populated address will be the one marked "Primary."
Home Phone	The home phone number of the parent/guardian.	Census > People > Demographics > Household Phone	This field populates from Census.
Work Phone	The work phone of the parent/guardian.	Census > People > Demographics > Work Phone	This field populates from Census.
Cell Phone	The cell phone of the parent/guardian.	Census > People > Demographics > Cell Phone	This field populates from Census.
Email	The primary email address for the parent/guardian.	Census > People > Demographics > Email	This field populates from Census.

Field	Description
Student perception of strengths, preferences and interests: Required	A description of the student's strengths as seen by the student.
Parent perception of student strengths: Required	A description of the student's strengths as seen by the student's parent/guardians.
School staff perception of student strengths: Required	A description of the student's strengths as seen by the school staff.
Parent perception of student educational needs: Required	A description of the student's educational needs as seen by the student's parent/guardians.
School Staff perception of student educational needs: Required	A description of the student's educational needs as seen by the school staff.

Field	Description	Validation
The student's behavior impedes his/her learning or that of others. Required	Indicates if the student's behavior impedes their learning or the learning of others.	Yes or No
The student has communication needs. Required	Indicates the student has communication needs.	Yes or No
The student requires assistive technology devices or services Required	Indicates the student requires assistive technology devices or services.	Yes or No
Has the student been determined to be an 'English Learner'? Required	Indicates if the student is determined to be an English Learner.	This field is read-only. This field pulls from from Program Participation > English Learners > Program Status.
The following information is for students with Blindness or Visual Impairment.
Not Applicable	Indicates the student is not Blind or Visually Impaired.	When marked, the following two dropdowns become grayed out.
The student needs training in orientation and mobility. If yes, training must be addressed in the IEP.	Indicates the student requires additional training for orientation and mobility.	Yes or No
The student needs instruction in Braille or the use of Braille.	Indicates the student requires instruction in Braille.	Yes or No
If no, describe below why instruction in Braille or the use of Braille is not appropriate. This decision must be based on evaluation results. *Required	A description of why Braille is not appropriate for the student.	*This field displays when the above question equals NO and is then required.

Field	Description
Student's Desired Post-School Activities	A description of the student's post-secondary goals.
Results of Age-Appropriate Transition Assessments
Training:	A description of the results of the training transition assessment.
Education:	A description of the results of the education transition assessment.
Employment:	A description of the results of the employment transition assessment.
Where appropriate, Independent Living Skills:	A description of the results of the student's independent living skills assessment.
Results of age-appropriate transition assessments attached.	Indicates an age-appropriate transition assessment has been attached.

Field	Description
Training or Education:	A description of the student's postsecondary goals for training and/or education.
Employment:	A description of the student's postsecondary goals for employment
Where appropriate, Independent Living Skills:	A description of the student's postsecondary goals for independent living skills.

Field	Description	Validation
Anticipated Graduation Date	The student's anticipated graduation date.	N/A
Credits Earned to Date	The number of credits the student has earned.	N/A
Total number of credits for graduation Required	The total number of credits the student needs to graduate.	N/A
Total Credits	The calculated total number of credits the student has earned.	This field is read-only and calculates the number of credits manually entered into the "Credits" fields below.
School Year This section is used to manually enter the student's course and credit information by school year. The "X" button can be used to enter a record. Both "School Year" tables are identical.
School Year	The school year.	N/A
Semester	The semester when the course took place.	N/A
Course	The name of the course.	N/A
Credits	The number of credits the student earned for the course.	N/A

Field	Description	Validation
Discussed, not needed	Indicates this type of transition service is not needed.	When marked, the following two fields are grayed out.
Transition Services Needed to Assist the Student in Meeting Postsecondary Goals (include timeline for achievement)	A description of the services needed to aid the student in achieving their postsecondary goals.	N/A
Person or Agency Responsible	The person or agency responsible for providing the service to the student.	N/A

Field	Description	Validation
Date student was informed of the transfer or rights	The date the student was notified of the transfer of rights.	This date must be on or before the meeting date of the Plan.
Date student reaches the age of majority	The day the student reaches 18 years old.	This is a read-only field.

Column Name	Description
Padlock Icon	The user currently editing the record.
Service Area	The name of the Service Area.
Present Level	The student's present level of academic achievement and functional performance.
Goals	The goals associated with the Service Area of Need.

Field	Description	Validation
Area of Need This header is replaced with the Service Area of Need when selected.
Service Area of Need Required	The area in which the student has need. Options include: Adapted Physical Education Assistive Technology Braille Instruction Career/Vocational Communication Counseling Math Occupational Therapy Orientation & Mobility Physical Therapy Reading Rehabilitation Counseling Self-Help/Independence Sensory-Motor Social/Emotional/Behavioral Speech/Language Therapeutic Recreation Transition Travel Training Written Expression	N/A
Present Level of Academic Achievement and Functional Performance:	A description of the student's present level of academic achievement and functional performance.	N/A
Measurable Annual Goals This is a read-only section displaying the goal(s) associated to the area of need as well as any objectives tied to those goals when expanded. Clicking "New" opens a side panel where goals and objectives can be added.
Measurable Annual Goal and Objectives (side panel)
Measurable Annual Goal	A description of the student's annual goal associated with this area of need.	N/A
ESY	Indicates this goal is a part of an extended school year program.	N/A
Objectives
Objective	A description of the student's objective associated with this goal.	N/A
ESY	Indicates this objective is a part of an extended school year program.	N/A

Assessment	Test Manner	Content Area	Reason	Support	Specifics & Notes
ACCESS for ELLs	Without	Listening Speaking Reading Writing
ACCESS for ELLs	With	Listening Speaking Reading Writing	X	X	X
ACT	Without	Reading English Mathematics Science
ACT	With	Reading English Mathematics Science	X	X	X
Alt ACCESS for ELLs	Alternate	Listening Speaking Reading Writing	X	X	X
Alt Science	Alternate	Science	X	X	X
Multi-State	Alternate	ELA (reading and writing) Mathematics	X	X	X
Science	Without	Science
Science	With	Science	X	X	X
Smarter Balanced	Without	ELA-CAT ELA-PT Mathematics
Smarter Balanced	With	ELA-CAT ELA-PT Mathematics	X	X	X

Field	Description
Content Area	The area addressed by the supplementary aid and services. Options include: Instructional Classroom Assessment Personnel Parent None Needed
Notes	Any additional information regarding the Supplemental Aids and Services.

Field	Validation
The IEP team determined that the student will meet the district's graduation requirements, or will successfully complete the measurable annual goals and will not need new measurable annual goals. The IEP team will not develop a new Individualized Education Program and the student is expected to graduate with a regular diploma at the end of the current school year.	When marked, the other two checkboxes cannot be selected.
The IEP team determined that the student will not meet the district's graduation requirements, or will not successfully complete the measurable annual goals, and will need new measurable annual goals for the coming school year. The student is not expected to graduate with a regular diploma at the end of the current school year and the IEP team must develop a new Individualized Education Program for the next school year.	When marked, the other two checkboxes cannot be selected.
The student will not meet the district's graduation requirements. The student will not receive a regular diploma. The district will not provide special education services for the next school year due to district policy on the age through which educational services are available to other students.	When marked, the other two checkboxes cannot be selected.
Student's Current Grade	This is a read-only field.

Field	Description	Validation
When will progress reports on the measurable annual goal(s) be provided to the parents?	The frequency in which the parent/guardian of the student will be notified of the student's progress towards their annual goals. Options include: Quarter Semester Other	Only one option can be selected. If "Other" is selected, the Specify field displays.
Specify	A description of the notification frequency.	Displays if "Other" is selected above.

Column Name	Description
Padlock Icon	The user currently editing the record.
Service Provided	The name of the services provided to the student.
Time	The minutes per week of service.
Start Date	The first day of service.
End Date	The last day of service.

Field	Description	Validation
Service Required	The name of the special education service provided.	Service options available in this dropdown are based on the hard-coded list created in the Special Ed Services tool.
Service Setting Required	The location of the service. Options include: Regular Education Setting Special Education Setting	N/A
Service Position	The type of staffing position providing the service.	Service Position options available in this dropdown are based on the hard-coded list created in the Special Ed Service Positions tool.
Service Provider	The name of the service provider.	Service Provider options available in this dropdown are based on the hard-coded list created in the Special Ed Service Providers tool.
Start Date Required	The first day of service.	This date cannot be before the Start Date of the plan.
End Date Required	The last day of service.	This date cannot be after the End Date of the plan.
Minutes per week Required	The number of minutes per week the student will receive services.	Only whole numbers allowed, up to 5 characters before the decimal point (0 after the decimal).

Field	Validation
The educational placement is based on the student's IEP.	Yes or No
The educational placement is as close as possible to the student's home.	Yes or No
The educational placement is in the school that the student would attend if he or she did not have a disability.	Yes or No
The IEP team considered any potential harmful effect of the educational placement on the student or on the quality of needed services.	Yes or No
If "No" is checked, explain why.	N/A
If the student's school day or week is shorter or longer than peers without disabilities, explain why.	N/A

Column Name	Description
Padlock Icon	The user currently editing the record.
Assessment	The name of the assessment.
Content Area	The content of the assessment.

Field	Description	Validation
Assessment Required	The name of the assessment. Options include: ACCESS for ELLs ACT Alt ACCESS for ELLs Alt Science Multi-State Alt Assessment (MSAA) Science Smarter Balanced N/A	N/A
Test Manner Required	The method in which the test was administered. Options include: Without Accommodations With Accommodations Alternate	Options available in the dropdown are determined by the Assessment selected above.
A student with a significant cognitive disability may be eligible to take the alternate statewide assessment if the IEP team determines that the student meets all the following criteria:	Options include: The student has an active IEP and receives services under the Individuals with Disabilities Education Act (IDEA). The student's demonstrated cognitive abilities and adaptive behavior require substantial adjustments to the general curriculum. The student's learning objectives and expected outcomes focus on functional application of skills, as illustrate in the student's annual goals and short-term objectives. The student requires direct and extensive instruction to acquire, maintain, generalize and transfer new skills.	These checkboxes are only available when "Alternate" is selected from the Test Manner dropdown. All checkboxes must be marked.
Content Area	The content of the assessment.	The values available in the dropdown are determined based on the Assessment and Test Manner selected. See the table below.
Reason for Support/Accommodation	The reason for support or accommodation.	N/A
Support/Accommodation	The type of support or accommodation.	N/A
Accommodations/support specifics and notes	Any additional information regarding the support or accommodations.	N/A

Column Name	Description
Padlock Icon	The user currently editing the record.
Test Name	The name of the assessment.
Test Manner	The method in which the assessment is administered.

Field	Description	Validation
The student will participate in the Districtwide assessments in the following manner	Indicates how the student will participate in the district-wide assessment. Options include: Without Accommodations With Accommodations Alternate Assessment N/A (only for students not taking a districtwide assessment)	Only one option can be selected at a time.
Test Name	The name of the assessment.	This field is grayed out if "N/A" is selected above.
Accommodations	The type of accommodation.	This field is grayed out if "N/A" or "Without Accommodations" is selected above.

Field	Description	Validation
The need for Extended School Year Services	Indicates the student requires an Extended School Year service. Options include: are not necessary for the student are necessary for the student will be determined by a later date	When "will be determined by a later date" is selected, the Date determination will be made by field displays.
Date determination will be made by:	The date the ESY service determination will be determined.	This field display when "will be determined by a later date" is selected above.
Describe in Detail the Extended School Year Services	A description of the service.	N/A

Individual Education Plan (Montana) [.2211 - .2219]

Editor Home

General IEP Information

Editor Types

Padlock Icon

Template Banks

Editors

Education Plan

Enrollment Information

Student Information

Parent/Guardian Information

Strengths/Concerns/Interests

Consideration of Special Factors

Transition Services

Postsecondary Goals

Course of Study

Transition Services Needed

Transfer of Rights

High School Graduation

PLAAFPs/MAGs

PLAAFPs/MAGs List Screen

PLAAFPs/MAGs Detail Screen

Progress Report Frequency

Special Education Services

Special Education Services List Screen

Special Education Services Detail Screen

Related Services

Related Services List Screen

Related Services Detail Screen

Least Restrictive Environment

Statewide Assessments

Statewide Assessments List Screen

Statewide Assessment Detail Screen

Districtwide Assessments

Districtwide Assessments List Screen

Districtwide Assessments Detail Screen

Supp. Aids and Services

Supp. Aids and Services List Screen

Supp. Aids and Services Detail Screen

Extended School Year

Need for Reevaluation

Access. and Responsibilities

Meeting Participants

Meeting Participants List Screen

Meeting Participants Detail Screen

IEP Approval

Prior Written Notice

IEP Notes

Previous Versions

Related Articles

Field	Description	Validation
How will each teacher, related service provider, transportation provider and others working with this student be informed of his or her specific responsibilities for implementing this IEP and the accommodations, modifications, and supports that must be provided for this student?	Indicates how educational professional will be notified of their responsibilities regarding the student's education needs. Options include: Copy of Accommodations/Modifications handout E-mail Verbal Communication Other:	Multiple options can be selected.
Specify:	A description of the method for providing information to educational professionals.	N/A

Column Name	Description
Padlock Icon	The user currently editing the record.
Meeting Date	The date of the meeting.
Print in Plan	Indicates this record will print.

Fields	Description	Validation
Approval Decision	Indicates the IEP approval status. Options include: I approve of this Individualized Education Program. I approve of this Individualized Education Program with the following exceptions.	Only one option can be selected.
The IEP team agrees to meet again to resolve differences regarding the exceptions below. *Required	The date the IEP approval determination will be made.	*This field becomes available and is required if the second check box is selected above.
Exceptions: *Required	A description of the exceptions.	*This field becomes available and is required if the second check box is selected above.

Field	Description
Action(s) Proposed or Refused	Indicates the type of action proposed or refused. Options include: Initiation or change in the educational placement of the student. Initiation or change in the provision of the FAPE to the student
Description of the specific proposed or refused action(s): Required	A description of the proposed or refused actions.
Additional Documentation attached	Indicates additional documentation is attached to the IEP.
Explanation of why the district proposed or refused to take the action(s): Required	A description of why the district proposed or refused to take the proposed actions.
Additional Documentation attached	Indicates additional documentation is attached to the IEP.
Description of each evaluation procedure, assessment, record, or report the district used as a basis for the proposal or refusal: Required	A description of the evidence provided used as a basis for the proposal or refusal.
Additional Documentation attached	Indicates additional documentation is attached to the IEP.
Description of any other options the district considered and the reasons why those options were rejected: Required	A description of alternative options the district considered.
Additional Documentation attached	Indicates additional documentation is attached to the IEP.
Description of other factors relevant to the district's proposal or refusal to take the action: Required	A description of any other factors involved in the district's decision.
Additional Documentation attached	Indicates additional documentation is attached to the IEP.