Appendix A: Roles and Responsibilities in Special Education Case Manager
Section A: Referral Process Section B: Assessment Section C: Implementing and Monitoring the IEP Section D: Written Notice and Consent Section E: Records Section F: Technical Assistant Section G: Other
A Case Manager is assigned when a student is referred for an initial assessment for special education services. The person is usually a special education teacher/specialist assigned to the Charter Local Education Agency (LEA) and is considered the primary service provider. If the Individualized Education Program (IEP) specifies language and speech services only, the Case Manager is typically the speech/language pathologist. The Case Manager facilitates the IEP process, including the referral, assessment, IEP development, and ensures that a student’s IEP is implemented and that all timelines are followed. A. Referral Process • Assists with the completion of the written referral if requested or necessary. • Secures parental consent to obtain confidential information from private and public sources, if necessary. • Enters student name in Referral Log and notifies the principal and other school site staff members, as appropriate, that a referral has been made for a particular student. • Creates a confidential special education file for the student and places it in a secure location that is accessible to all appropriate school staff. All forms, consents, reports, etc., associated with the student are maintained in this file, including the Case Planning Guide, and Student Access Log. • Enters referral information into the Desert Mountain Charter Special Education Local Plan Area (DMCS) Management Information System (MIS) and/or Web IEP and sends or delivers the following documents to parents: Referral for Special Education and Notice of Procedural Safeguards. B. Assessment • Coordinates with the site Student Study Team (SST) or its equivalent for new referrals and assessment staff for the referrals for assessments (including those for non-attending students) and ensures that all required assessment components are addressed. • Assures that all assessment plans are developed within required timelines if the team agrees assessment is needed (no later than 15 days after parent has put request in writing). Assists in the development of the Assessment Plan (D/M 66) for initials
BP 5004 – Instructional Planning and the IEP
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Desert Mountain Charter Special Education Local Plan Area (DMCS) (rev. 09/18)
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