An IEP Checklist

Transitioning from Regional Center to School District Services

30 months: Your regional center service coordinator should facilitate an introduction meeting during which you will meet your school district service coordinator. If your regional center does not facilitate this meeting, ask your coordinator for contact information so that you may begin the process of preparing for your IEP (Individualized Education Program).

31 months: You should have received an assessment plan request from the school district. If you have not received an assessment plan, request one in writing from the district. The district has 15 days (excluding some holidays and exceptions) from receipt of your written request to issue an assessment plan. Upon receipt, you have 15 days to sign and return it. Note: Assessment plans are often provided at the initial introductory meeting facilitated by the regional center.

32 months: If you would like an advocate or attorney to attend or assist you in the IEP process, you should contact him or her at this time. A list of advocates or attorneys is available through your local regional center as well as within local resource guides.

32 – 36 months: Attend assessments arranged by the school district and regional center (necessary if your child will continue as a regional center client). Secure any independent evaluations you feel necessary.

34 months: Set date of IEP. It should be at a time and place mutually convenient to both you and the school district IEP coordinator. Request the presence of any current service providers that may be helpful in the IEP. Even though you may pay a fee to have your private service providers attend the IEP meeting, you may find their input very valuable. Your IEP should fall close to your child’s third birthday, as services at the age of three transfer from the regional center to the school district in many circumstances.

35 months: About two weeks before your IEP, compile letters and progress reports from current service providers, school assessments, and any doctors’ notes that may be of value. Create a wish list of services and goals. Make sure to request any draft assessment reports you have not received at least a week prior to the IEP, as you will need ample time to review them ahead of your child’s IEP meeting. If an advocate or attorney will be attending, let your school district IEP coordinator know ahead of time.

36 months: The IEP is held. Services necessary to assist your child (after establishing eligibility) in accessing the curriculum will now be the role and obligation of the school district. Services necessary to assist your child in (after establishing eligibility) accessing the community remain with the regional center.

For more information or for assistance in preparing for an IEP, please contact us at

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