Forms required: Parent Invitation, Student Invitation (if applicable), DEC1, DEC2 (if applicable), DEC5, minutes
Before the Meeting:

Send parent invitation to conference with at least 10 days’ notice

Send student invitation to conference if student will be 14 during the duration of the IEP

Consult with regular education teachers, RTI team, school psychologist, and other participants

Confirm meeting date and time with all participants

Open DEC1, DEC2 (if applicable), and DEC5 forms
During the Meeting:

Have all draft forms available and accessible by parent.

Provide parent a Handbook of Parent Rights.

Ensure all required IEP team members are in attendance for the entire meeting (LEA representative, EC teacher, regular education teacher).

Complete ALL parts of DEC1.

If team decides to conduct an evaluation, check all appropriate areas on DEC2, obtain parent signature and date.

If team decides to make a placement decision without additional evaluations, complete the initial placement process.

Complete DEC5 section for referral. Complete all explanation sections and sign.

IEP team member completes detailed minutes.

Send final copies of all paperwork home with parent.

Organize all paperwork and set up new EC file.
After the Meeting:

Enter required information for referral in online IEP system.

Inform school psychologist and/or other evaluators (speech, OT, etc.) of needed assessments and timeline.

Schedule initial placement IEP meeting within 90-day timeline following referral meeting.
Checklist adapted from Alamance-Burlington School System

Forms Required: Parent Invitation, Student Invitation (if applicable), DEC3, DEC4, DEC5, DEC6, minutes
Before the Meeting:

Placement meeting scheduled within 90-day timeline following referral meeting.

Send parent invitation to conference with at least 10 days’ notice.

Send student invitation to conference if student will be 14 during the duration of the IEP.

Consult with regular education teachers, RTI team, school psychologist, and other participants.

Confirm meeting date and time with all participants.

Open DEC3, DEC4, DEC5, and DEC6 forms.

If necessary, completed needed assessments to determine present levels and goals for the IEP.
During the Meeting:

Have all draft forms available and accessible by parent.

Offer parent a Handbook of Parent Rights.

Ensure all required IEP team members are in attendance for the entire meeting (LEA representative, EC teacher, regular education teacher).

Complete ALL sections of DEC3 worksheet(s) and eligibility determination.

Complete ALL sections of DEC4 if student is found eligible.

Complete DEC5 sections for eligibility, educational placement, and other (if applicable).
Complete all explanation sections and sign.

DEC6 signed by parent if student is found eligible.

IEP team member completes detailed minutes.

Send final copies of all paperwork home with parent.

Organize all paperwork in EC file.
After the Meeting:

Enter required information for eligibility in online IEP system.

Share modifications and testing accommodations with general education teachers and testing coordinator.

Schedule services as designated on IEP.
Checklist adapted from Alamance-Burlington School System

Forms Required: Parent Invitation, Student Invitation (if applicable), DEC7, DEC2 (if applicable), DEC5, minutes
Before the Meeting:

Send parent invitation to conference with at least 10 days’ notice.

Send student invitation to conference if student will be 14 during the duration of the IEP.

Consult with regular education teachers, school psychologist, related service providers, and other participants.

Confirm meeting date and time with all participants.

Open DEC7 and DEC5 forms.

If necessary, completed needed assessments to determine present levels and goals for the IEP.
During the Meeting:

Have all draft forms available and accessible by parent.

Offer parent a Handbook of Parent Rights.

Ensure all required IEP team members are in attendance for the entire meeting (LEA representative, EC teacher, regular education teacher).

Complete ALL sections of DEC7.

Determine if additional data is needed.
 If collection of data through formal assessment is decided, complete DEC2 and parent signs.
 If collection of data without formal assessment is decided, explain on DEC7.
 If using existing data, continue to Reevaluation Results meeting checklist.

Complete DEC5 section for Other (Reevaluation Determination). Complete all explanation sections and sign.

IEP team member completes detailed minutes.

Send final copies of all paperwork home with parent.

Organize all paperwork in EC file.
After the Meeting:

Inform school psychologist and/or other evaluators (speech, OT, etc.) of needed assessments and timeline.

Schedule reevaluation results meeting prior to reevaluation due date.
Checklist adapted from Alamance-Burlington School System

Forms Required: Parent Invitation, Student Invitation (if applicable), DEC3, DEC4, DEC5, minutes
Before the Meeting:

Results meeting scheduled prior to reevaluation due date.

Send parent invitation to conference with at least 10 days’ notice.

Send student invitation to conference if student will be 14 during the duration of the IEP.

Consult with regular education teachers, school psychologist, related service providers, and other participants.

Confirm meeting date and time with all participants.

Confirm that all evaluations have been completed if applicable.

Open DEC3, DEC4, and DEC5 forms.

If necessary, completed needed assessments to determine present levels and goals for the IEP.
During the Meeting:

Have all draft forms available and accessible by parent.

Offer parent a Handbook of Parent Rights.

Ensure all required IEP team members are in attendance for the entire meeting (LEA representative, EC teacher, regular education teacher).

Complete ALL sections of DEC3 worksheet(s) and eligibility determination.

Revisit DEC4 in one of three ways:
 New IEP (Reevaluation IEP and Annual Review). Dates on IEP reset for another year.
 Some changes made to current IEP (Addendum). IEP end date remains the same.
 No changes made to current IEP (Reevaluation IEP). IEP end date remains the same.

Complete DEC5 sections for reevaluation, educational placement, and other (if applicable).
Complete all explanation sections and sign.

IEP team member completes detailed minutes.

Send final copies of all paperwork home with parent.

Organize all paperwork in EC file.
After the Meeting:

Share modifications and testing accommodations with general education teachers and testing coordinator.

Schedule services as designated on IEP.
Checklist adapted from Alamance-Burlington School System

Forms Required: Parent Invitation, Student Invitation (if applicable), DEC4, DEC5, minutes
Before the Meeting:

Send parent invitation to conference with at least 10 days’ notice.

Send student invitation to conference if student will be 14 during the duration of the IEP.

Consult with regular education teachers, related service providers, and other participants.

Confirm meeting date and time with all participants.

Open DEC4 and DEC5 forms.

Complete needed assessments to determine present levels and goals for the IEP.
During the Meeting:

Have all draft forms available and accessible by parent.

Offer parent a Handbook of Parent Rights.

Ensure all required IEP team members are in attendance for the entire meeting (LEA representative, EC teacher, regular education teacher).

Complete ALL sections of DEC4.
 IEP end date remains the same if meeting is an addendum to the IEP.

Complete DEC5 sections based on decisions made, including Other (Annual Review or
Addendum) and Educational Placement, if applicable. Complete all explanation sections and sign.

IEP team member completes detailed minutes.

Send final copies of all paperwork home with parent.

Organize all paperwork in EC file.
After the Meeting:

Share modifications and testing accommodations with general education teachers and testing coordinator.

Schedule services as designated on IEP.
Checklist adapted from Alamance-Burlington School System