504 Plan-Actions

This tab contains key dates for the 504 Plan.

As you complete this tab, please note the following:

1. Enter the 504 Plan Date in MMDDYY format. (Tips for entering dates.)
    

2. Please note the functions of following fields:
    

   • 504 Plan Date – The last Actual Conference date. Conference purpose must be 504 Plan.  This date can be changed when you edit the 504 Plan Conference Dates (see CHANGING CONFERENCES DATES below).
      

   • Eligibility Determination - This date is the most recent Eligibility Determination.
      

   • Yearly Review Date – The system calculates this date based on the 504 Plan Date.  
      

   • Reevaluation Date – This is three years after the Eligibility Determination Date. UPDATE BUTTON: After doing a New Version, the Update button is available. This function allows you to select a different Eligibility Determination document to recalculate the Reevaluation Date.
      

   • 504 Plan Conference Dates - Dates of Actual Conferences with purpose of 504 Plan. Conferences that have not been credited toward a previous 504 Plan are listed in the box.  
     
     CHANGING CONFERENCE DATES: After doing a New Version, these buttons become available:
     
     
     Please note how each button works:

   • • Add - Use this button to view all actual conferences in the Referral marked with the purpose of 504 Plan. Select a conference to add to the 504 Plan Conference Dates box. The 504 Plan Date field is automatically updated with the latest date in the 504 Plan Conference Dates box.

     • Remove - Highlight a conference from the 504 Plan Conference Dates box, then click Remove. Doing so does not delete the conference from the Referral, but simply removes the date from the 504 Plan Conferences Dates box.

     • Refresh - Users sometimes change the Actual Conference Date of a meeting. After doing so, however, the new date is not changed automatically in the 504 Plan Conference Dates box. You must click Refresh. NOTE: This function refreshes dates that are already listed in the 504 Plan Conference Dates box. It does not "pull in" a conference date; the Add button does this.
        

   • Care Coordinators - This box displays the name of the Care Coordinator(s).
      

3. For Parent was provided an explanation ... enter a date.
    

4. For Parent was provided a copy ... enter a date.
    

5. Activating the 504 Plan - Please note the following

   1. The Prerequisites for Activating box indicates prerequisites that have been met.

   2. The Activate 504 Plan (PWNs Given to Parent) is checkable only after all prerequisites are met. After the parent has been informed about the 504 Plan, mark the checkbox.
      
      IMPORTANT NOTE: Saving the 504 Plan with this field checked will cause the document to be versioned. (Learn more.)
      
      
      
       

6. Once the 504 Plan is complete, Save it.
    

7. Deactivating the 504 Plan - The 504 Plan Exit Date and Program Status fields become available after a 504 Plan is activated then saved. In 504 Plan Exit Date, enter when the plan ended. Use the Program Status drop-down menu to select the reason for exiting the 504 Plan.
   
   Parent declines continued services: Should a parent/guardian contact the school and request to decline 504 services, enter the 504 Plan Exit Date and, in the Program Status field, select Parent Declines 504 Services.  
   
   IMPORTANT NOTE: Upon saving the 504 Plan with an 504 Plan Exit Date, the plan is closed, and you can no longer use the New Version function to change the plan or the 504 Plan Exit Date. Use caution when closing the plan.
    

8. You may proceed as appropriate to other areas of the 504 Plan:

   • PLEP

   • Eligibility

   • Accommodations and Related Services

   • Goals and Objectives

   • Statewide Assessment

   • Actions

More about 504 Plans:

• About 504 Plan - What is an 504 Plan, Overview of Process

• 504 Plan Screen Reference - Guide to where screens are located.

• 504 Plan Flowchart.

• Prerequisites for Drafting an 504 Plan.

• Prerequisites for Activating an 504 Plan.