Richard Klein Richard Klein

Breaking down the IEP referral process

Summer can be the best time for academic assessments

Summer is here! For your kids, it means a respite from the work and studying of school, and long, fun days filled with outdoor play, movies, video games and friends. However, as a parent, you know its only a few months until your child returns to school. As it happens, for many parents who requested academic testing and assistance over the school year, the assessment and services are postponed over the summer months. I want to help you become more acquainted with terms and processes involved with academic assistance.

Last post, I talked about Section 504 plans. This time let’s discuss IEPs.

What is an IEP?

An Individualized Education Plan is a legal, living document that describes what a child’s learning challenges are and how the school is addressing them. It spells out what modifications to the curriculum (i.e., what is being taught) a child needs for their education in order to be successful in school. It includes present levels of performance, annual goals and benchmarks for measuring success, accommodations, and minutes per week of services.

Why do kids need IEPs?

When students have an identified disability that adversely affects their educational achievement, then an IEP is required by Federal law, the Individuals with Disabilities Education Act (IDEA). Students in every state can have an IEP. It is for students who need the curriculum substantially modified from the general education curriculum in order to be successful.

The list of disabilities under the IDEA include:

  • Autism

  • Deaf/Blindness

  • Developmental Delay (for ages 3-9)

  • Hearing Impairment

  • Orthopedic Impairment

  • Speech/Language Impairment

  • Visual Impairment

  • Intellectual Disability

  • Deafness

  • Emotional Disability

  • Multiple Disabilities

  • Other Health Impairment

  • Traumatic Brain Injury

  • Specific Learning Disability

How do kids get an IEP?

A parent, teacher, or special education team member could request an evaluation if they suspect a disability. Once an evaluation is requested, the school must respond within 14 school days whether or not they agree to an evaluation. The team will come together at a domain meeting to discuss what they know about the student, what further information is needed, and who will be collecting the information. Team members include the parent, general education teacher, a special education teacher, an administrator, school psychologist, and school social worker. Depending on the student, other clinicians may be included in the evaluation, such as an occupational therapist, physical therapist, vision specialist, hearing specialist, school nurse, or speech/language pathologist.

Parents have to sign consent to conduct the evaluation. The next step is for the team to conduct the evaluation, and they have up to 60 school days to carry it out and write an IEP if the student is found eligible. Parents are provided with draft reports prior to an eligibility determination meeting, where the evaluation results are presented and discussed as a team. All team members, including the parents, have a say as to whether or not they feel the child needs specialized services and under which of the above mentioned categories. What category depends on what the student needs, and the needs will drive the services in the IEP.

What happens once a kid has an IEP?

When a child has an IEP, they get the modifications and accommodations that they need (identified in the evaluation) in order to be successful in school. A special education teacher serves as a case manager, and will keep track of progress and share data with the parents at report card times. At minimum, the IEP team will meet and discuss the annual goals once a year, where new goals will be written based on progress and current needs. Every three years, a student will undergo a reevaluation to see if they still qualify for special education services (the goal is to close the gap and catch the student up to their same age peers’ academic levels). Important: a parent has the right to request an IEP meeting at any time if they feel there are issues impacting their child and they want to get the team back together to discuss.

I think my child has a disability, what do I do next?

Stay tuned for my next post, about how to ask for IEP and 504 meetings. There are some key people you need to talk to to get the ball rolling. I look forward to helping you out and making sure your child gets what they need from your school.



If you have any questions, or need any support with anything IEP, 504 or accommodations related, please contact me at richard@chinpsyd.com

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Richard Klein Richard Klein

504 Plans, IEPs, Accommodations, and You

Do you need help navigating the 504 process? It can be confusing, and many parents feel stuck or alone with handling it. Rick Klein, a Florida licensed school psychologist has given us a quick overview of this process and briefly explains what you can expect. Check it out!

A School Psychologist’s Take on 504s

My name is Rick, and I’m a Florida licensed school psychologist. I joined the Drs. Chin to help families navigate the special education and 504 processes at their schools. I have found that many parents can struggle with understanding and staying connected with the 504 process. I’ve come to find many parents and caregivers feel left out and unsure of how to best advocate for their child. With my experience as part of the special education team and as 504 case manager, I have tips to share when you are noticing learning challenges and functional difficulties in your child. First, I’d like to discuss what is a 504 plan. In the next post, I’ll discuss what is an IEP.

What is a 504 plan?

Section 504 of the Americans with Disabilities Act provides for accommodations to be spelled out that ensure equal access to school. It is for a student who has a physical or mental impairment that limits a major life activity (i.e., their full participation in school). A diagnosis is not necessary; the law says it is for a student with an impairment (a diagnosis), a history of an impairment (they used to have a diagnosis and there are lingering challenges), or regarded as having an impairment (there may be qualities they have that are similar to a diagnosis). The curriculum is not being modified, but the classroom teacher is providing accommodations. This can look like giving an extra set of books, seating the student strategically in class to help with attention challenges, modifying homework, testing the student in a quiet environment so they can focus, speech-to-text technology, and giving the student a list of tasks to complete for the lesson/day to name a few.

Why do kids need 504 plans?

The types of health impairments for which I’ve written 504 plans include Attention Deficit Hyperactivity Disorder, anxiety, autism, selective mutism, hearing loss, and sensory differences. Accommodations are specific to the student’s health issue, and these are decided after the school team evaluates to see what may be appropriate for the plan. When I’ve done 504 evaluations, I typically observe the student, review academic data, look at attendance, and sometimes have the teacher and parent fill out behavioral rating scales to see to what degree there are concerns and how to intervene. For example, if the parent or teacher is concerned that the student is impulsive and has trouble paying attention, I would give them rating scales that look at ADHD-type symptoms; if the results show that there are significant concerns with symptoms, then the student would qualify for a 504 plan without a medical diagnosis. Then, I work with the teachers to draft a plan of accommodations, which is shared with the family before meeting to discuss and formalize it.

What happens once a plan is written?

Once a 504 plan is developed, they are reviewed at least annually to see if the plan needs to be changed. A student may not need an accommodation anymore, they may need other accommodations, or they may not need the plan anymore. While annual meetings are required, a parent or teacher has the right to call a 504 meeting at any time, if they are noticing something new and want the team to get back together to discuss it. Having the 504 plan ensures that a case manager, someone else besides the teacher, is keeping an eye on the student. Legal protections are also in place for a student with a disability. For example, there is a process for discipline, and if a student is suspended 10 days in a school year then a meeting must be held to determine if what they are being disciplined for is a manifestation of the disability; if it is, then the student cannot be suspended for it. The 504 plan follows a student from year to year (unless the team agrees to discontinue it), even if the student changes school districts. This helps give a new teacher a preview of who your child is, how they may have different learning needs, and again, that they will have an extra set of eyes keeping track of them at school. If you change schools, make sure you ask the old school to send the 504 to the new school along with any other records, and also give the new school the plan when you register. Doing both ensures that it does not get lost in the shuffle.

What do I do next for my child?

Are you wondering if your child should have a 504 plan? I’m here to help. We can talk it through, and I can explain the process. I’ll also post in the future about how to request a 504 from your school; this is something you are entitled to have, as a taxpayer, if your child has a physical or mental impairment that limits their participation in school. I look forward to speaking with you, and supporting your child’s education journey.



If you have any questions, or need any support with anything IEP, 504 or accommodations related, please contact me at richard@chinpsyd.com

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