Service Plan - Cover Page

A Service Plan is a written plan that outlines special education and related services for students with disabilities who are placed in private schools. It is similar in format to an Individualized Education Program (IEP), but it is not the same and does not offer the same rights or level of services.

When to consider a Service Plan versus an IEP

A Service Plan is used instead of an IEP when:

The student is eligible for special education under IDEA.
However, the parents may choose to enroll the student in a private school (including religious schools) at their own expense.
Therefore, the student is not entitled to a full IEP through the public school system.

In such cases, the Local Education Agency (LEA) must still conduct evaluations and determine eligibility.

If eligible, the LEA may provide limited services through a Service Plan, but only using a portion of federal IDEA funds allocated for private school students.

A Service Plan is a scaled-back alternative to an IEP, used when families choose private education.

The student is still entitled to some services, but not the full benefits of an IEP. The scope of services is limited and determined by the LEA’s consultation process with private schools and parents.

Case Conference Meeting Schedule

Field Name	Description	Data Flow	Source
Date	The date on which the Case Conference Meeting is scheduled.	In	Auto-populated based on the Notice of Case Conference records.
Time	The time at which the Case Conference Meeting is scheduled	In	Auto-populated based on the Notice of Case Conference records.
Location	The location at which the Case Conference Meeting is scheduled	In	Auto-populated based on the Notice of Case Conference records.

Student Information

The following table shows details of all the fields that are needed to build a Student Profile.

Field Name	Description	Data Flow	Source
Student	Name of the student for whom the meeting has been called.	In	Auto-populated based on the student records.
STN	Student Test Number	In	Auto-populated based on the student records.
Birth Date	Date of Birth of the student. Used to determine the age.	In	Auto-populated based on the student records.
School	The name of the school in which the student is currently enrolled.	In	Auto-populated based on the student records.
Current Grade	The grade in which the student is currently enrolled.	In	Auto-populated based on the student records.
Teacher of Record	Name of the teacher assigned on the IEP.	In	Auto-populated based on the Notice of Case Conference records.

Guardian Information

The following table outlines the details of all the fields required to build the Guardian Profile.

Field Name	Description	Data Flow	Source
Parent/Guardian	Name of the student’s Parent or Guardian	Out	Select from the Drop-down list. Auto-populated based on the student records.
Relationship	The relationship of the Parent or Guardian to the student.	In	Auto-populated based on the stud
Business Phone	The Business Phone contact of the Parent or Guardian as per records.	In	Auto-populated based on the stud
Home Phone	The Home Phone contact of the Parent or Guardian as per the records.	In	Auto-populated based on the stud
Mobile Phone	The mobile phone contact of the parent or guardian is as per the records.	In	Auto-populated based on the stud
Address	The residential address of the parent or guardian is as per the records.	In	Auto-populated based on the stud
Email	The email of the parent or guardian as per records.	In	Auto-populated based on the stud

Purpose(s) of Case Conference

Select one or more reasons from the following list:

Initial Service Plan
Annual Service Plan
Revise Service Plan
Move-In.
Reevaluation Review

Depending on your selection, you can select any one of the following:

Initial Service Plan – This is the first plan created for a student.
Annual Service Plan – This is a yearly update to an existing plan.
Revise Service Plan – This is used to make changes to an existing plan.

If you choose Revise Service Plan, you can further select one, both, or none of the following options.

Move-In – Select this option if the student has recently transferred from another school.
Reevaluation Review – Choose this if the student had a recent reevaluation.

Present level of academic and functional performance

The detailed response in this section is captured ‘Based on evaluation data, provide a statement of the student's present levels of academic achievement and functional performance, including how the student's disability/suspected disability affects the student's involvement and progress in the general education curriculum or for children in early childhood, participation in appropriate activities.’

In this section, you must provide a detailed response in one of the three ways:

Insert or upload your response from a statement bank.
Narrate and record your response as an audio file.
Write the response as text in the field given.

Notes

Any details that might have been left out in either of the other sections or should be captured separately can be included here. A detailed description is expected to be logged in this section.

In this section, you must provide a detailed response in one of the three ways:

Insert or upload your response from a statement bank.
Narrate and record your response as an audio file.
Write the response as text in the field given.