Core Roles	Examples of Documentation
Prevention	Team meetings, schedules, plans, regular education classroom program
Identification	Observation notes, anecdotal records, cumulative file, medical history, teacher checklists, referral form
Assessment/Evaluation	Standardized test protocols, nonstandardized interview and observation notes,portfolios, assignment reports, parent input
Eligibility Determination	Federal, state or local education agency (SEA, LEA) eligibility criteria Severity ratings and interdisciplinary team report (when applicable)
IEP/IFSP Development	Individualiz ededucation program (IEP) Individualized family service plan (IFSP) Parent, teacher and other professional input
Caseload Management	IEP/IFSP, schedule, attendance records, progress reports
Intervention	Standardized and descriptive assessment information, treatment outcomes measures, third-party documentation, goals and objectives, benchmarks, lesson plans, treatment notes, progress reports
Counseling	Assessment data, anecdotal records, progress notes, release of information forms, record of referrals
Re-evaluation	Federal, SEA, or LEA documentation
Transition	Federal, SEA, or LEA documentation
Dismissal	Federal, SEA, or LEA dismissal criteria Severity ratings and interdisciplinary team report (when applicable)
Supervision	Performance appraisals, observation notes