While the Education Portfolio may not include all documents in the child’s education record in the case file, all documents in the Education Portfolio must also be included in the case file.
The caseworker must gather the following education-related documents and include them in the child’s Education Portfolio.
Documents Required for All Children
All children’s Education Portfolios must contain:
• Placement Authorization Form 2085 [sic, intranet link];
• Form 2085E [sic, broken link] Designation of Education Decision-Maker;
• Birth Certificate;
• Immunization Records;
• School records, transcripts, progress notes, and report cards;
• Personal Graduation Plans;
• Standardized education assessments;
• School Correspondence;
• School pictures and school work;
• Certificates, Awards, Letters of Achievement; and
• Withdrawal Notice from Previous School.
Additional Documents Required for Children Receiving Special Education Services
For children receiving special education services under IDEA or accommodations under Section 504 for a disability that affects the child’s learning, the caseworker must also include the following documents in the Education Portfolio and the child’s case file:
• referrals for a special education assessment or evaluation;
• Admission, Review and Dismissal (ARD) committee meeting notices and notes or minutes from those meetings;
• the Full Individual Evaluations (FIE), or other educational assessments and evaluations completed by the school district;
• the child’s individualized education program or plan;
• the Behavior Intervention Plan (BIP)
• documentation of accommodation provided under Section 504; and
• the Individual Transition Plan for youth 14 and older.
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