Case Manager or SPED Coordinator

Submit a ticket to the Technology Service Desk through the Phoenix section of the Service Desk Portal (select Phoenix/ESI help) or by email using your SSD email account, indicating the student is now a resident of St. Louis County and will no longer be receiving services through a Non-Resident Services Plan (include Student Number and the last date student will receive services through the NRSP).

SEIMS Department

Revise the Scheduled Date of the Non-Resident Services Plan event using the last date the student received services through the NRSP, if known, or the date completing the event.

Open the Non-Resident Services Plan event.

On the Non-Resident Services Plan Decision form, select “Student no longer receiving services through Non-Resident Services Plan”.

Complete Comments section indicating the student is now a resident of St. Louis County and will receive services through an IEP/SP.

Save the form.

Lock the Non-Resident Services Plan event.

Notes

Phoenix Status: Withdrawn (Non-Resident Services Plan)
ESI Status: Exited

No events appear under Scheduled Events. (No Exit event is created.)

Partner District or Non-Public School Staff

Contact Intake Department to initiate the Transfer process.

Intake Department

Check the student’s status in Phoenix and ESI.

If the Phoenix Status is “Withdrawn (Non-Resident Services Plan)” and the ESI Status is “Exited”, create a Transfer event using a date after the Actual Date of the current NRSP as the Scheduled and Due Dates.

If the Phoenix Status is “Active (Non-Resident Services Plan)” and/or the ESI Status is “Active”, submit a ticket to Technology Services to have the student exited correctly. The SEIMS Department will exit the student then notify Intake to start the transfer process.

Notify the SPED Coordinator the Transfer event is ready to be completed.

SPED Coordinator

Open the Transfer event.

On the Transfer Decision form, select In-state Transfer.

Complete the In-State Transfer form.

Select Evaluation accepted, no IEP received.

Lock the Transfer event.

NOTE: The Notification of Meeting - Annual IEP (Transfer) and Annual IEP (Transfer) events are created when the Transfer event is locked. If the student previously received services through an IEP in Missouri the Annual IEP (Transfer) is the correct event and the Case Manager may proceed with the IEP. If the student has never received services through an IEP in Missouri, an Initial IEP and Parent Consent for Initial Services are required. Submit a ticket to the Technology Service Desk through the Phoenix section of the Service Desk Portal(select Phoenix/ESI help), or by email using your SSD email account, to have the Notification of Meeting - Annual IEP (Transfer) and Annual IEP (Transfer) deleted then the Notification of Meeting - Initial IEP, Initial IEP, and Parent Consent for Initial Services events created.

If an SP is required, submit a ticket to the Technology Service Desk through the Phoenix section of theService Desk Portal(select Phoenix/ESI help), or by email using your SSD email account to have the Notification of Meeting-Annual IEP (Transfer) and Annual IEP (Transfer) events deleted and the correct SP event created.

Notes

Phoenix Status: Transfer In (In State)
ESI Status: Active

Case Manager

Check to be sure the correct type of IEP or SP is available on the Scheduled Events Panel. If the student previously received services through an IEP in Missouri the Annual IEP (Transfer) is the correct event and you may proceed with the IEP. If the student has never received services through an IEP in Missouri, an Initial IEP and Parent Consent for Initial Services are required. Contact the Technology Service Desk through Phoenix section of the Service Desk Portal(select Phoenix/ESI help), or by email using your SSD email account for assistance if you need a different type of IEP.

If an SP is required, submit a ticket to the Technology Service Desk through the Phoenix section of the Service Desk Portal(select Phoenix/ESI help), or by email using your SSD email account to have the Notification of Meeting - Annual IEP (Transfer) and Annual IEP (Transfer) deleted then the correct SP event created.

Complete the IEP/SP.

If completing an Initial IEP or SP, obtain Parent Consent for Initial Services.

Lock the IEP/SP and Parent Consent events (if completing an Initial IEP or SP).

Notes

After locking the IEP or SP, the Notification of Meeting - Annual IEP and Annual IEP, or Notification of Meeting - Annual SP and Annual SP, are created on Scheduled Events.

Phoenix Status: Active (Special Ed)
ESI Status: Active