Services Plan

Completing the Services Plan Cover Page

• Select the Services Plan document and add an optional Label/Comment and click New. 

  • The system will create a draft Services Plan document.  

• The system will open to the cover page.

  • The Student Name, Grade, Local ID, Date of Birth, Student’s Address, and Case Manager’s Name are auto-populated from the Student Information Profile.

  • You are required to enter the Duration of Services From and To dates (required). 

• If signatures will be collected with a paper copy, check Will Sign Paper Copy. 

• Under Purpose of Services Plan, select the applicable purpose checkbox(s) and enter the Service Plan Meeting Date and Private School Name.

  • If you choose ‘Other’ under the purpose, you will need to enter additional details in the text box that appears.

• Use the textbox under Include a brief description of the proportionate share services that will be provided, to add any additional long-text details.

• In the section Team members participating in the services plan meeting, use the drop-down to select the name(s) of the Parents/Guardian.

  • You can add one or more names from the list of Parents/Guardian displayed in the drop-down.

  • Select whether the Student is required for the meeting.

  • Use the Lookup/Non-Lookup feature to add the following teachers.

    • Special Education Teacher

    • Private School Representative

    • General Education Teacher

    • LEA Representative

    • Person to Interpret Evaluation Data

  • To add any additional person(s) required, click Others.

• Select Save, Done Editing.

Completing the Present Levels section

This section is similar to the PL section of the IEP document. To know more, read here.

Completing the Office Use Only section

This section is similar to the PL section of the IEP document. To know more, read here.