TRANSFER IEP SOP
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1When the Student is Assigned to the School
CO contacts Building Special Education Administrator & building Psychologist
Building Admin notify case manager of new student
☐ Services from Out of District IEP begin immediately (to the best of our ability) regardless of expiration date
Case Manager Responsibilities:
Schedule a Transfer IEP meeting within 10 school days (with psychologist for all transfers regardless of eligibility)
Discuss with parents how the IEP will be implemented
Add student to Special Ed Team Agenda for Eligibility Review
Notify all service providers of their need to provide services (OT, PT, VI, S/L, SW, etc.)
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2Completing the Transfer IEP
If all of the following conditions are met, the case manager may transfer the prescriptive portion of the out of district IEP into the IEP system in a new IEP document
A copy of the out of district IEP has been received
All services listed on the out of district IEP can be provided
Parent reports out of district IEP is appropriate
If any of the 3 above listed conditions are not met
Convene an IEP with all appropriate participants invited
Reach consensus on interim services until a re-evaluation is completed or records are received
If the Annual Review date falls within 30 days of the date of enrollment or is expired
Upload the out of district IEP in EmbraceIEP
Open a new IEP Document and follow the Annual Review Checklist
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3Complete the Eligibility Review
The case manager should collaborate with the Special Ed Administrator to request all necessary documents from the previous district and complete the eligibility acceptance form and upload into Embrace.
The team may accept out of district eligibility if it is:
Current, less than 2 years old
Consistent with District 100 criteria
Includes relevant data and applicable student information
The student’s mandated 3 year reevaluation date will continue to be based on the date of the most recent evaluation, not based on the date of the eligibility acceptance. Please ensure that the dates on the top of the IEP match the evaluation dates from the out of district documents***
The team must reject the out of district eligibility if:
The information is outdated, more than 2 years old
Inconsistent with District 100 criteria
Incomplete or unavailable/not received within 30 calendar days
☐ If the team rejects the out of district eligibility documents, open a new Evaluation Package and complete following normal district procedures
Note, if this is an out of state transfer, the evaluation will be considered an initial evaluation
***Regardless of whether the team rejects or accepts the outside evaluation a meeting must be scheduled with the parent to review eligibility***
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4End