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Required Elements:

IFSP Periodic Review;

Annual Evaluation of the IFSP;

and

Transition

What we will cover

Review the sample form forms and the

required elements and instructions for:

Periodic Review of the IFSP

Annual Evaluation of the IFSP

IFSP Transition Steps and Services

LEA Notification and Transition

Conference

Required Elements

How did the state arrive at this format?

Elements that must be included

In the order listed

Instructions and prompts to guide the

team

Use of the sample forms (according to

instructions) should ensure compliance

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Periodic Review of the IFSP

Form addresses requirements for all types

of reviews

Also addresses requirements in other

sections of Rule

◦ §108.911. Ongoing Assessment.

◦ §108.905 and .907 Auditory and Vision Status.

Type of Review:

Name, dates, time, etc:

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Team participation:

Child’s progress & effectiveness of

services

current needs of the child and family

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Reasons and rationale:

After conducting the meeting,

the service coordinator returns

to the top of the form and

checks the appropriate box

Annual Evaluation of the IFSP

Form provides a mechanism for

documentation of annual requirements:

◦ Evaluation of the IFSP

◦ Needs Assessment

◦ Review of vision, hearing and nutrition status

◦ Review of child progress and effectiveness of

services (every 6 months)

◦ Supporting evidence for Child Outcomes

Annual Ratings

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Annual Evaluation of the IFSP

Remember, in order to evaluate the IFSP,

you will need to have copies of the

original IFSP, any new outcomes, and

review/changes available for the parent

and the rest of the team!

Current status of the child:

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Current status of the child:

Current status of the child:

Present Levels of Development

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Present Levels of Development

Review of IFSP Outcomes

Review of Outcomes For each IFSP outcome:

Use information gathered during the

annual evaluation and assessment

Utilize the prompts at the top of the form

to be sure you cover everything.

Check the appropriate box to indicate

the status, results, etc regarding each

outcome

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Review of IFSP Outcomes

Were new needs identified?

Transition Forms

Required Elements Forms and

Instructions:

◦ IFSP Transition Steps and Services

◦ LEA Notification and Transition Conference

Other “Sample” forms on Extranet:

◦ LEA Notification Opt Out

◦ Sample Opt Out Documentation

These forms will change based on the

new federal regulations this year.

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IFSP Transition Steps and

Transition Services

The form prompts documentation of all

required steps in transition planning

Includes suggestions for an effective

discussion with the family

Becomes part of the IFSP

IFSP Transition Steps and

Transition Services

Guided Discussion Sample

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IFSP Transition Steps and

Transition Services

IFSP Transition Steps and

Transition Services

Transition to Part B

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Additional, individualized Steps

and Services

LEA Notification and Transition

Conference The form prompts documentation of all

required steps for the LEA notification

and transition conference

This is specifically designed for transition

to Part B and follows FERPA

confidentiality requirements

LEA Notification and Transition

Conference

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Late Notification

Parental Consent Not Required

Requesting a Conference

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Parental Consent Required

Transition Conference

Late Transition Conference

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