IEP - Working File

Expectations for maintaining and IEP folder at the building:

• Working files are kept organized and accessible for use by school staff.

• Documents should be in date order.

• The most current IEP and related documents are hole-punched and maintained in the front section of the brown file folder.

• The front pocket is used for items which cannot be hole-punched.

• Past documents are kept in date order in the back of the folder - oldest year on the bottom for seven years.

• Each metal tabbed section is filled and then move on to the next tab.

• Back folder pocket is for documents, which relate to past IEPs.

• If a student moves to another district, keep file for one school year (the student may return).

When cleaning out the Working IEP File:

KEEP:

· IEP and IEP2 Signature Pages – current and past seven years

· Progress Reports & Visual Representation of Data

· Assessments and data used to develop present levels of performance and gather baseline data

· Notice of Meeting

· Notice of Attempts to Contact

· Student Invitation [16 years and older]

· Documentation of vocational assessments

· Documents related to Behavior Plan

· Visual Schedule/Social Stories/Planning Support Matrix

· Copies of the most recent evaluation documents

· Signed Releases of Information

· Records Request from another school district if the student has moved

DO NOT KEEP / SHRED:

· Notes written by staff

· Copies of birth certificates, grades, immunizations

· Office discipline referrals

· General education curriculum materials / samples

· Other documents / notes not directly related to the IEP