Initial Referral, Evaluation, and Plan

• Initial referral
• Initial evaluation
• Initial Plan

Initial referral link

1. Referral for Section 504 Evaluation
   • Create document.
   • Share document as relevant:
     • If parent wishes to refer, share document with parent.
     • If educator with access to SameGoal wishes to refer, share document with educator.
   • Enter referral information.
   • Optionally attach supporting information.
   • If you are the referrer, enter your information under Signatures. If you are entering this information on behalf of another referrer, enter all information except their signature (leave blank).
   • Enter the information for school use (Person Receiving Referral), including Date Received.
   • Mark document complete.

Initial evaluation link

1. Section 504 Prior Written Notice
   • Create document.
   • Enter information.
   • If the district will not evaluate the child:
     • Purpose should include to Refuse to Initiate:
       • Section 504 initial evaluation
       • Development of initial Section 504 plan
     • Mark document complete. No further documentation is needed.
   • If the district will evaluate the child, purpose should include to Propose to Initiate:
     • Section 504 initial evaluation
     • Development of initial Section 504 plan
   • Mark document complete.
   • Share document with parent(s).
2. Consent for Section 504 Initial Evaluation
   • Create document.
   • On the Consent tab:
     • Enter information.
     • lightbulb Tip
       Notice of Parent/Student Rights referenced in this document is available from the print menu dropdown automatically as an Additional View.
   • Share the document with parent(s). Parent should indicate response on Parent tab.
   • If printed and shared with parent:
     • Document parent decision in SameGoal.
     • Optionally attach original.
   • Mark Date received by campus or No parent response in form bottom left.
   • Mark document complete.
   • If the parent does not consent to evaluation, no further documentation is needed.
3. Section 504 Evaluation Parent Input (optional)
   • Create document.
   • Share document with parent(s) for input.
   • If printed and shared with parent:
     • Enter/summarize parent input.
     • Optionally attach original input.
   • Mark document complete.
4. Section 504 Evaluation Staff Input (optional)
   • Create document.
   • Share document with educator (requires educator has SameGoal account).
   • If printed and shared with educator:
     • Enter/summarize educator input.
     • Optionally attach original input.
   • Mark document complete.
5. Section 504 Evaluation
   • Create document.
   • Share with other educators as relevant.
   • Enter information. Set Evaluation Type as Initial evaluation.
   • Sign electronically or attach signature page.
   • Mark document complete.
6. Notice of Ineligibility for a Section 504 Plan (as relevant based on initial evaluation)
   • Create document.
   • Enter information.
   • Mark complete.
   • Share with parent(s).
   • No further documentation needed, unless a meeting will be held to discuss (then use Notice of 504 Team Meeting).
7. Notice of Eligibility for a Section 504 Plan (optional, as relevant based on initial evaluation)
   • Create document.
   • Enter information.
   • Mark complete.
   • Share with parent(s).

Initial plan link

1. Notice of 504 Team Meeting
   • Create document.
   • Enter information in Notice tab. Purpose of Meeting should include Development of initial Section 504 plan (if appropriate) if a 504 plan will be developed.
   • Share the document with parent(s).
   • If printed and shared with parent:
     • Document parent response in SameGoal.
     • Optionally attach original.
2. Section 504 Plan
   • Create document.
   • Share with other educators as relevant.
   • Enter information. Set Meeting Type as Initial.
   • Sign electronically or attach signature page.
   • Mark document complete.
3. Consent to Provide Section 504 Services
   • Create document.
   • Enter information.
   • Share the document with parent(s). Parent should indicate whether they consent to services or deny consent to services.
   • If printed and shared with parent:
     • Document parent decision in SameGoal.
     • Optionally attach original.
   • Mark Date received by campus or No parent response in the bottom left.
   • Mark document complete.
   • If the parent does not consent to services, no further documentation is needed.