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SELPA Case Management Handbooks

SAN BENITO COUNTY
SPECIAL EDUCATION LOCAL PLAN AREA (SELPA)
CASE MANAGEMENT HANDBOOK (Revised 7/04)

Table of Contents

Quick Links - Use the quick links below to jump to handbook sections - TOC = Table of Contents
Introduction
Section I TOC Handbook Section VII TOC Handbook Section XIII TOC Handbook
Section II TOC Handbook Section VIII TOC Handbook Section XIV TOC Handbook
Section III TOC Handbook Section IX TOC Handbook Section XV TOC Handbook
Section IV TOC Handbook Section X TOC Handbook Section XVI TOC Handbook
Section V TOC Handbook Section XI TOC Handbook Section XVII TOC Handbook
Section VI TOC Handbook Section XII TOC Handbook    


SECTION I
SUMMARY OF IEP TIMELINES
 

Go to Section I

Initial Assessment and Development of IEP          I-1
   Assessment Plan      I-1
   Notice of IEP Meeting          I-1
   Individual Education Plan     I-1
Implementation of IEP          I-2
   Interim Placements/Transfers          I-2
   IEP Reviews I-2
   Review of IEP: General Population I-2
   Review of IEP: ED Students in Residential Settings        I-2
   Review of IEP: Preschool Students            I-2
Parent Request         I-3
Triennial Assessment and Development of New IEP       I-3
   Continuing Eligibility Assessment Plan      I-3
   Notice of Continuing Eligibility         I-3
   Notice of IEP Meeting          I-4
Transition       I-4
Request for Records            I-4
Due Process I-5
   Investigation / Mediation Conference          I-5
   Request for Due Process / Hearing Scheduled   I-5
   Attorney Representation      I-5
   Notification of Issues            I-6
   Copy of Documents  I-6
   Appeal            I-6
50 Day Calendar       I-7
Case Management Checklist  PDF Format    1-9

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SECTION II
IDENTIFICATION AND REFERRAL
 

Go to Section II

Child Find      II-1
Pre-Referral Activities          II-2
Sources of Referrals II-3
All Referrals   II-3
   Notice of Referral/Proposed Action            II-4
Initial Referrals to Special Education Flow Chart  II-5

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SECTION III
REFERRAL TO OTHER SPECIALISTS
 

Go to Section III

Procedures for Requesting Specialist Assistance           III-1
Types of Specialists (District/Regional)     III-2
Specialist Through Independent Contracts            III-2

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SECTION IV
ASSESSMENT, REVIEW AND DEVELOPMENT OF IEP
 

Go to Section IV

General Assessment Procedures   IV-1
Triennial Assessment           IV-2
    Determination of Need for Complete Triennial Assessment       IV-2
    Continuing Eligibility Assessment Plan      IV-3
    Notice of Continuing Eligibility         IV-3
Other Assessments  IV-3
Required Components of the Assessment Report           IV-4
Required IEP Team Meetings         IV-5
Members of the IEP Team   IV-5
Additional Members of the IEP Team        IV-6
Responsibilities of the IEP Team    IV-6
Parent Participation in IEP Team Meetings          IV-7
Holding an IEP Team Meeting Without Parent Attendance         IV-7
Notification of Procedural Safeguards       IV-8
Required Components of the IEP   IV-8
Deaf and Hard of Hearing Students           IV-11
Blind and Visually Impaired Students         IV-12
Initial and Triennial Assessments Flow Chart        IV-13
Sample Assessment Instruments-School Psychologist        IV-14
Sample Assessment Instruments-LH/Resource Specialist              IV-15
Sample Assessment Instruments-Language Speech & Hearing          IV-16
Continuum of Services                                                                                IV-18
Accommodations/Modifications for Classroom or
   Standardized Testing                                                                             IV-19

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SECTION V
ELIGIBILITY CRITERIA
 

Click forms below for PDF versions

Eligibility Criteria for Autism  PDF                                   V-1
Eligibility Criteria for Deaf  PDF                                     V-2
Eligibility Criteria for Deaf-Blindness PDF                              V-3
Eligibility Criteria for Emotional Disability PDF                       V-4
Eligibility Criteria for Hearing Impairment PDF                        V-6
Eligibility Criteria for Infant/Toddler PDF                                     V-7
Eligibility Criteria for Specific Learning Disability  PDF                    V-8
Eligibility Criteria for Language or Speech Disorder PDF                V-9
Eligibility Criteria for Multiple Disabilities PDF                             V-11
Eligibility Criteria for Mental Retardation PDF                             V-12
Eligibility Criteria for Other Health Impairment PDF                            V-13
Eligibility Criteria for Severe Orthopedic Impairment PDF                 V-14
Eligibility Criteria for Traumatic Brain Injury  PDF                        V-15
Eligibility Criteria for Visual Impairment PDF                                   V-16

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SECTION VI
TRANSFER AND INTERIM PLACEMENTS
 

Go to Section VI

Transfer Students From Districts Outside the SELPA     VI-1
Transfer Students with Mental Health Services        VI-1
Interim Administrative / Transfer Placement Flow Chart    VI-2

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SECTION VII
TRANSPORTATION

Go to Section VII

Required IEP Team Meetings/ Members of the IEP Team          VII-1
Additional Members of the IEP Team/ Responsibilities   VII-2
Parent Participation in IEP Team Meetings          VII-3
Holding an IEP Team Meeting Without Parent Attendance         VII-3
Required Components of the IEP   VII-4
Deaf and Hard-of-Hearing/ Blind or Visually Impaired Students VII-7
Annual Reviews Flow Chart                                VII-8
Continuum of Services                   VII-9

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SECTION VIII
CONDUCTING IEP MEETINGS
 

Go to Section VIII

Organization of the IEP Meeting     VIII-1
Conducting an IEP Meeting VIII-2
    Organization/ Sharing Information   VIII-3
    Concluding the Meeting       VIII-4
IEP Meeting Agenda            VIII-5
Procedures for Parent Notification and Participation       VIII-6

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SECTION IX
STUDENT RECORDS
 

Confidentiality            IX-1

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SECTION X
SURROGATE PARENT / EDUCATIONAL REPRESENTATIVE
 

Go to Section X

Appointment of Surrogate Parent   X-1
Selection of Surrogate Parent         X-1
Role of the Surrogate Parent           X-2
Educational Representative            X-2

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SECTION XI
TRANSITION
 

Go to Section XI

Transition Services (For Students 14 and Older)  XI-1
Other Transition Services    XI-2
Transition from School to Life          XI-3
Best Practices           XI-4
Transition Checklist  XI-6
Transition Process Chart     XI-7
Student Transition Questionnaire    XI-8

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SECTION XII
SUBMITTING PAPERWORK
 

Go to Section XII

Procedures for Submitting Paperwork       XII-1
IEP/Student Records Checklist       XII-2
ISP/Student Records Checklist       XII-4
Missing Document Form      XII-6

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SECTION XIII
LOW INCIDENCE GUIDELINES
 

Go to Section XIII

Student Eligibility      XIII-1
Purchasing Specialized Books, Materials and Equipment          XIII-1
Misuse of Funds        XIII-2
Coordinating the Use of Specialized Books, Materials and Equipment   XIII-3

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SECTION XIV
DUE PROCESS
 

Go to Section XIV

Due Process and Compliance Complaint Procedures    XIV-1
    Parent Information     XIV-1
    Due Process versus Compliance Complaint        XIV-1
    Due Process Hearings         XIV-1
Compliance Complaint        XIV-3
Civil Rights Issues     XIV-3
Questions and Answers on Due Process Hearings         XIV-5

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SECTION XV
PRIVATE SCHOOL STUDENTS
 

Go to Section XV

Child Find      XV-1
Pre-Referral Activities          XV-2
Sources of Referrals XV-3
All Referrals   XV-3
    Notice of Referral/Proposed Action            XV-3
General Assessment Procedures   XV-4
Required Components of the Assessment Report           XV-4
Required Members of the IEP Team          XV-4
Additional Members of the IEP Team        XV-5
Responsibilities of the IEP Team    XV-5
Parent Participation in IEP Team Meetings          XV-6
Holding an IEP Team Meeting Without Parent Attendance         XV-6
Development of IEP or ISP  XV-7
Triennial Assessment           XV-7
    Determination of Need for Complete Triennial Assessment       XV-7
    Continuing Eligibility Assessment Plan      XV-8
    Notice of Continuing Eligibility         XV-8

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SECTION XVI
SELPA FORMS
 
SECTION XVI
SELPA FORMS / (-S) SPANISH ONLY
 

SELPA FORMS

Form Description
Form Name
Print Only

Electronic/Print

Initial Referral for Individual Assessment SELPA 1
Classroom Intervention Log Pages 1 & 2 (Not NCR) SELPA 2  
Log of Access (Not NCR) SELPA 3  
Log of Contacts SELPA 4  
Log of Contacts Notes SELPA 4A  
IEP Request for Timeline Extension SELPA 5  
Timeline Extension Sp. doc SELPA 5-S  
Referral for Prevention/Intervention SELPA 6A
Referral for Mental Health Services SELPA 6B
Notice of Referral & Proposed Action SELPA 7A  
Notice of Referral & Proposed Action-Spanish SELPA 7A-S  
Assessment Plan SELPA 7B  
Assessment Plan -Spanish SELPA 7B-S  
Parent Input SELPA 7B-1  
Parent Input Spanish SELPA 7B-1-S  
Denial of Assessment SELPA 7C  
Denial of Assessment-Spanish SELPA 7C-S  
Parent Rights-bk to bk Eng./Span.(Not NCR) SELPA 8  
Parent Rights- bk to bk Eng./Span. (Not NCR) SELPA 8-S
Parent Request/Release Information SELPA 9  
Parent Request/Release Information Spanish SELPA 9-S  
Notice of IEP Team Meeting SELPA 10  
Notice of IEP Team Meeting-Spanish SELPA 10-S  
IEP Demographics & Eligibility SELPA 11A
IEP Ethnicity/Languages - back of 11A SELPA 11A/R
IEP Demographics/Eligibility - Spanish SELPA 11A-S  
IEP Ethnicity - back of 11A-S SELPA 11A-S/R  
IEP Present Level/Goals/Obj./Prog. Rpt. SELPA 11B(NSH)
IEP Present Level Directions -- back of 11B SELPA 11B/R  
IEP Present Level/Goals/Obj./Prog. Rpt.-Span SELPA 11B-S  
IEP Examples -- back of 11B-1-Spanish SELPA 11B-S/R    
IEP Present Level/Goals/Obj./Prog. Rpt. SELPA 11B(SH2)
IEP Present Level/Goals/Obj./Prog. Rpt. SELPA 11B-S(SH2)  
IEP Present Level of Performance/Goals and Objectives/Progress Report SELPA 11B(SH3)
IEP Placement and Services SELPA 11C  
IEP Services/Supplemental Info. bk of 11C SELPA 11C/R  

IEP Modifications/Supports/Assessments-Spanish

SELPA 11C-S  
IEP Services/Supplemental Info.-bk of 11C-S-Spanish SELPA 11C-S/R  
IEP Supplementary Supp./Promo. & Assmnt. SELPA 11D  
IEP Services/Supplemental Information SELPA 11-D/R  
IEP Special Education/Related Services-Spanish SELPA 11D-S  
IEP Examples-back of 11D-S-Spanish SELPA 11D-S/R  
IEP Consents/Approvals SELPA 11E  
IEP Consents & Approvals-Spanish SELPA 11E-S  
Progress Report for Students with an IEP SELPA 11F
Reporte de Progreso para Alumnos con un Programa de Educacion SELPA 11F-S
 
IEP Supplemental-Blank Page SELPA 12A
Programa Educativo Individualizado Pagina Suplemento SELPA 12A-S  
IEP Supplemental-Specialized Instruction SELPA 12B  
IEP Specialized Instruction-Spanish SELPA 12B-S  
IEP Supplemental-Manifestation Determination
SELPA 12C
 
IEP Manifestation Determination-Spanish SELPA 12C-S  
Individualized Education Program Post-Secondary Transition Services SELPA 12 D 1
 
Individualized Education Program Post-Secondary Transition Plan Transition Activities SELPA 12 D 2  

IEP Transition Plan-Spanish

SELPA 12 D 1-S
 
IEP Transition Plan (ITP)-Spanish SELPA 12 D 2-S  

IEP Post-Secondary Transition Plan (Reverse Side) Transition Activities

SELPA 12-D-2/R  
IEP Transition Plan/Transition Activities SELPA 12D-3  
IEP Transition Plan-(ITP)-Spanish SELPA 12D-3-S  
IEP Post Secondary Transition Plan SELPA 12D-4  
IEP Special to General Ed. Transition Plan SELPA 12E  

IEP Special to General Ed.-Spanish

SELPA 12E-S  
IEP Preschool to Kinder. Transition Plan SELPA 12F  

IEP Preschool to Kindergarten-Spanish

SELPA 12F-S  

IEP Retention Considerations & Recommend.

SELPA 12G  

IEP Retention Consider & Recom.-Spanish

SELPA 12G-S  

IEP Special Education Transportation

SELPA 12H  
IEP Interim Behavior Intervention Plan SELPA 12I  
IEP Behavior Intervention Plan SELPA 12J-1  
IEP Behavior Intervention Plan SELPA 12J-2  
IEP Behavior Intervention Plan SELPA 12J-3  
IEP Behavior Intervention Plan SELPA 12J-4  
IEP Determination of Need for a Functional Analysis Assessment/or Escalation Plan SELPA 12K  
IEP Escalation Cycle Management Plan SELPA 12M