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Triennial IEP Re-Evaluation Meeting Prep

Under IDEA, the team must reevaluate at least every three years, or earlier if parent or school requests. These sample prep sheets help you bring fresh data, request specific assessments, and protect against eligibility-loss surprises.

Triennial IEP re-evaluation

When to use: Use when your child's three-year reevaluation is coming up. The team will revisit eligibility, update present levels, and may propose changes to services based on current data.

Sample Triennial IEP re-evaluation, a re evaluation IEP meeting prep sheet by Spectrum Unlocked

YOUR IEP MEETING GAME PLAN

Prepared for: [Your child's name] | Triennial Re-Evaluation | [Meeting date]

Parent: [Your name] | School: [Your child's school]

AGENDA ITEMS TO RAISE

  • Review of all data the team is using to make the eligibility decision: existing evaluations, progress data, observations, parent input.
  • Decision on whether new testing is needed under 34 CFR 300.305(a). If yes: which domains and assessments.
  • Updated present levels of academic and functional performance based on the reevaluation.
  • Confirmation that [Your child's name] still qualifies under the existing eligibility category, or discussion of any change.
  • Implications for the IEP: services, goals, accommodations, placement.
  • Any private or independent evaluations I am bringing for the team to consider under 34 CFR 300.502(c).

QUESTIONS TO ASK

  • What existing data is the team relying on, and is any of it more than 12 months old?
  • Which domains will be reassessed, and which will rely on existing data?
  • If new testing is not planned: why not, and how does the team know existing data is sufficient under 34 CFR 300.305(d)?
  • If the team is considering a different eligibility category: what new data supports that?
  • If the team is considering NO longer eligible: what is the written summary of academic achievement and functional performance under 34 CFR 300.305(e)?
  • How will the IEP change based on the reevaluation results?

TALKING POINTS

  • "I want the reevaluation to be a real reassessment, not a paperwork exercise. If existing data is stale, the team should test."
  • "I have a private evaluation from [Provider Name] dated [Date]. Under 34 CFR 300.502(c)(1), the team is required to consider it."
  • "If the team is proposing to drop eligibility, I'm asking for a comprehensive evaluation in every area of suspected disability first."
  • "I won't sign anything that finalizes the reevaluation today. I'll review the full report and respond in writing within [X days]."

YOUR RIGHTS IN THIS MEETING

  • Under 34 CFR 300.303(b)(2), the team must reevaluate at least once every three years unless the parent and district agree it is not necessary.
  • Under 34 CFR 300.305, the team must review existing data and decide whether additional data is needed.
  • Under 34 CFR 300.300(c), parental consent is required before the team conducts a reevaluation that includes new assessments.
  • Under 34 CFR 300.305(e), the team cannot terminate eligibility (except via graduation with a regular diploma or aging out) without an evaluation.
  • Under 34 CFR 300.502, I have the right to an Independent Educational Evaluation at public expense if I disagree with the district's evaluation.
  • Under 34 CFR 300.502(c), the district must consider the results of any IEE I share.

THINGS TO BRING

  • The current IEP and most recent progress reports.
  • Any private or independent evaluations completed in the past three years.
  • Provider letters or therapy notes documenting current needs.
  • A written list of domains you want assessed (academic, behavioral, social, communication, motor, sensory, executive function, adaptive).
  • A trusted second person (advocate, partner, friend) to take notes.
  • This printed prep sheet.

Customize this prep sheet for your situation

Tell us what's different about your meeting and the prep sheet will rewrite to match. A few sentences is plenty:

  • What is the school proposing or refusing?
  • What is your top concern walking in?
  • What outcome do you want to leave with?
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Parent-requested re-evaluation

When to use: Use when you are walking into a re-evaluation meeting you requested before the triennial because conditions have changed (regression, new diagnosis, new concerns) and the IEP needs to be based on current data.

Frequently asked questions

How often does the IEP team reevaluate?
Under 34 CFR 300.303, the team must reevaluate at least once every three years (the 'triennial'), unless the parent and district agree it's not necessary, and not more than once a year unless both parties agree.
Can I request a reevaluation before the triennial?
Yes. Under 34 CFR 300.303(a)(2), the team must reevaluate when conditions warrant it or when the parent or teacher requests a reevaluation. Make the request in writing.
What if the team says new testing isn't needed?
Under 34 CFR 300.305(d), the team can decide existing data is sufficient. You can disagree in writing and request specific assessments. If the team still declines, you have the right to an Independent Educational Evaluation under 34 CFR 300.502.
What if the reevaluation finds my child no longer eligible?
Under 34 CFR 300.305(e), the district must evaluate before terminating eligibility (except for graduation with a regular diploma or aging out). The team must provide a written summary of academic achievement and functional performance, plus recommendations for meeting post-school goals.
Should I bring a private evaluation to the reevaluation?
If you have one, yes. Under 34 CFR 300.502(c), the district must consider the results of any IEE the parent shares. Bring the report and ask for it to be entered into the official record.

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