Evaluation and Assessment Summary

The Bottom Line

Documentation

For an initial evaluation and assessment, initial assessment AND for an annual review of the IFSP, all of the following domains must be addressed: 

Emphasis should be given to the child’s functional abilities and strengths within daily routines. Include information on what the child can do and what he needs to learn. The child’s learning style may be addressed so that natural abilities can be more easily identified and strengthened. 

Summary Section of Initial IFSP

For children with a diagnosed condition with a high probability of resulting in developmental delay or disorder

You are not required to conduct norm-referenced testing in each developmental area. Make sure to document:

For children who are referred, but have not been diagnosed with a condition with high probability of resulting in developmental delay or disorder

All five developmental areas must be addressed through norm-referenced testing regardless of the primary developmental area under which the child is thought to most likely be determined eligible. 

For example, if a review of all information gathered through the referral indicates that communication development is the concern, the team must still address all five developmental areas through norm-referenced testing.

Make sure to document all areas of development with both:

✋ FAQ: If a child is found to not be eligible for Part C special education, what documentation do I need?

For children who are determined to not be eligible for Part C special education, or if parents of an eligible child decline services, the Evaluation and Assessment Summary section, together with the identifying information page, should be provided to the family. Additionally an Early Intervention Prior Written Notice needs to be provided to the family.

FAQ: What are the documentation requirements if I am evaluating a child for both Part C and Part B concurrently?

Summary Section of Subsequent IFSPs

For an annual IFSP, this information comes from the ongoing assessments and procedures for determining progress on outcomes. The Evaluation/Assessment Summary of subsequent IFSPs document information integrated from ongoing assessment, reports of parents and other caregivers and observations made by service providers.

FAQ: If I have an annual IFSP, do I have to keep all of the information from the initial IFSP meeting?

No, there is no requirement to keep all of this information. The only requirement is to update all developmental areas (present levels) which can be done using your assessment tool (i.e. HELP). 

You can also choose to keep the evaluation and/or assessment information from the initial IFSP meeting AND include an update of present levels in all developmental areas.