Instructions: Annual Review

A meeting must be conducted on at least an annual basis to evaluate the IFSP for a child and the child's family, and, as appropriate, to review its provisions. A new IFSP form must be completed at this time. [34 CFR 303.342(c)] Results of any current evaluations conducted and information from ongoing assessment of the child and/or family must be used in determining what early intervention services will be provided.

Required participants in the initial and annual IFSP meetings include:

• Parent(s)
• Services coordinator
• At least one person directly involved in conducting the multidisciplinary team evaluations and assessments (for annual meeting only if these have been recently done or updated)
• A representative of the school district who has the authority to commit district resources if initiation or changes in special education or related services are proposed
• As appropriate, persons who will be providing services to the child
• Persons who will be supporting the family in their role of best caring for their child with a disability (e.g., other family members) and An advocate or person outside of the family at the parent's request. [34CFR303.343(a)]

If persons directly involved in conducting the evaluation are unable to attend the meeting, arrangements must be made for the person's involvement through other means, including participating in a telephone conference call; having a knowledgeable authorized representative attend the meeting; or making pertinent records available at the meeting. [34 CFR 303.342(a)(2)]

Required participants in the periodic review are the parents and anyone they invite and the services coordinator. If changes in the plan are anticipated in an area and if conditions warrant, the team members who are involved in that part of the plan must be included (including those involved in conducting evaluations and assessments if these have been recently completed or updated), along with the person who could authorize payment for services (if this is a person other than the service provider). If a meeting of the entire team is requested by any team member, this request should be respected.