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SameGoal Special Programs

Annual Plan




Support > Online Guides > State Specific Guide > California > 504 Common Workflows > Annual Plan
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A student's Section 504 plan should be reviewed each year.

Annual plan link

Steps
To complete an annual Section 504 review in SameGoal:

  1. Notice of 504 Team Meeting
    • Create document.
    • Enter information in Notice tab.
      • Purpose of Meeting should include Section 504 plan annual review.
      • If a reevaluation will also be discussed (eg annual plan review coincides with triennial evaluation), also check Section 504 reevaluation.
    • Share the document with parent(s).
    • Once they respond, mark the document complete.
  2. Section 504 Plan
    • Create document.
    • Share with other educators as relevant.
    • Enter information. Set Meeting Type as Annual Review.
    • Add signatures.
    • Mark document complete.


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