Initial IEP Event
- Mary Spires
- Gale Wagoner (Deactivated)
- William Johnson
This article assists users when completing the event.
Event information
The Initial IEP is created, along with the Notification of Meeting and the Parent Consent-Initial Services-IEP, when the Initial Joint Review or an Out of State Transfer accepting the Reevaluation is locked.
If the student is found not eligible for special education services during an Initial Eligibility conference, the student is exited when the Initial Eligibility event is locked, and all open documents will automatically be deleted.
Before opening the Initial IEP event, complete and Create/Store the Notification of Meeting-Initial IEP and the Record of Attempts.
Locking the Initial IEP
Always review the Plan Dates before locking the Initial IEP Event. If an IEP event is opened before the Notification of Meeting is completed and saved, the Plan Dates are based on the Due Date, not the Meeting Date. The Plan Dates must be checked for accuracy before locking, or the initiation, service, goal, and accommodation dates may not be accurate.
An Initial IEP presents unique challenges when locking. The Initial IEP event must not be locked until you have received the signed Parent Consent for Initial Services Prior Written Notice. Once the Parent Consent is received, lock the IEP and then the Parent Consent (see below).
You must have the signed Parent Consent to determine the Initiation Date of the Initial IEP. The Initiation Date of the Initial IEP must be on or after the date the parent signed the Prior Written Notice. Per DESE Standards and Indicators: “Parent consent (date of signature) is prior to implementation of IEP (initiation date).”
An error in a locked Initial IEP cannot be addressed in an IEP Correction event until both the Parent Consent-Initial Services and Initial IEP events have been completed and locked.
It is extremely important that the Initial IEP event is not locked prior to receiving the signed and dated Prior Written Notice-Initial Services from the parent. After receiving and documenting the parent's response to the Consent for Initial Services Prior Written Notice, the Initial IEP can be locked.
The Initial IEP event must be locked before the Parent Consent-Initial Services event can be locked.
Correct sequence
Hold Initial IEP meeting
Provide Parent Consent-Initial Services PWN to the parent/guardian
Parent Consent-Initial Services PWN is received from the parent/guardian with response indicated
Parent response is entered on PWN in Parent Consent-Initial Services in Phoenix
If consent is received, enter the correct Initiation Date on the Plan Dates form in the Initial IEP
If consent is not received, or you do not receive a response from the parent, consult with your administrator for the next steps - Do not lock the Initial IEP or Parent Consent-Initial Services events until your administrator tells you to do so.
Lock the Initial IEP event
The Plan Status is PENDING until the Parent Consent is locked
The Notification of Meeting - Initial IEP remains on the Scheduled Events panel until the Parent Consent-Initial Services event is locked. It then moves to Locked Events.
Lock the Parent Consent-Initial Services event
When the Parent Consent-Initial Services-IEP is locked, the Annual IEP and the Notification of Meeting-Annual IEP are created. It is due 364 days from the Meeting Date of the Initial IEP.
Special Education Process Video
Special School District provides this video for process information related to the Initial IEP. Click the link and log in with your Vector/SafeSchools (employee ID number) credentials to view this information:
You will use your 6 digit employee ID number to log into SafeSchools.
If you have questions about the information in this process video, please consult your Special Education Coordinator or Director.