Ohio Required and Optional Forms

NOTICE:  Proposed Forms Revision

The Ohio Department of Education & Workforce has proposed revisions to the state required and supplemental (formerly optional) forms for special education to streamline and clarify expectations of state and federal requirements. As part of the process, the Department is seeking input from stakeholders across the state on the proposed revisions.  Please click here to see proposed changes and links to provide feedback.

Optional - Join Us for Virtual Stakeholder Feedback on the Revised Special Education Forms 

The Department of Education and Workforce invites you to participate in a series of feedback sessions on the revised special education forms. Your insights and feedback are invaluable to us as we strive to enhance the clarity and effectiveness of these forms. All sessions will be recorded and posted on this webpage, please only attend if you can be present and participate in the meeting, registration is limited. Please click here for meeting details and registration links.  Attendance at these meetings is optional, feedback can be given at any time using the surveys above until May 23, 2025.

Evaluation Team Report (ETR) PR-06 Form (revised 2018)

• ETR PR-06 form   Word 
• *ETR School Age Planning form Word 
• *ETR Preschool Planning form  Word
• *ETR PR-06 Individual Evaluator's Assessment Word

* Documents included in the ETR form.

Guidance Rollover Language for ETR Form   

Individualized Education Program (IEP) PR-07 Form 
(revised with AASCD Decision-Making Tool April 2021)

• IEP PR-07 Form Word
• Guidance Rollover Language for the IEP Form 
• ​AASCD Decision-Making Tool

Required Forms

• Form PR-01: Prior Written Notice to Parents  Word
• Form PR-02: Parent Invitation Word
• Form PR-03: Manifestation Determination Review  Word
• Form PR-04: Referral for Evaluation Word
• Form PR-05: Parent Consent for Evaluation Word
• Form PR-06: Evaluation Team Report (ETR) Word
• Form PR-07: Individualized Education Program (IEP) Word
• Form PR-09: Services Plan (SP) Word

Optional Forms

• Form OP-1: Functional Behavior Assessment
• Form OP-2: Behavior Intervention Plan
• Form OP-3: Manifestation Determination
• Form OP-4: Agreement to Waive Reevaluation
• Form OP-5: Parent/Guardian Excusal 
• Form OP-6A: Progress Report 
• Form OP-6B: Transition Progress Report  Guidance Rollover Language for OP-6A and OP-6B 
• Form OP-7: Assignment of a Surrogate Parent
• Form OP-8: Summary of Performance
• Form OP-9: Attempts to Obtain Parent Participation

A Parent Guide for Special Education - Optional Forms

• Direct Request for Mediation form 
• Complaint and/or Due Process Withdrawal 
• Complaint form
• Due process complaint and request for a due process hearing form

Preschool LRE Guiding Questions

• Preschool LRE Guiding Questions 

Preschool Transition Conference

• Preschool Transition Conference Form

Services Plan

• Services Plan form (dynamic) revised September 2018

Proposed Form Revisions

The Ohio Department of Education & Workforce is in the process of updating Ohio’s special education required and supplemental (formerly optional) forms.  As part of the form revision process, the Department is seeking input from stakeholders across the state on the proposed revisions using Microsoft Forms surveys. Please see below for additional information.

Please compare the current forms and the proposed revised forms, either individually or using the side-by-side comparison documents below, prior to survey completion. You may optionally identify yourself by email within the survey. Below each section (required and supplemental forms) you will find a Microsoft Form survey link. External Stakeholder feedback may be given at any time using these survey links, until May 23, 2025.

Required Forms

Here is a side-by side comparison document of the required forms.  This document provides a side-by-side comparison of all changes made to the current required forms. This comparison is meant to provide a broad visual overview of the changes; to view a full-size copy of the current form, click on “Current Form” or to view the full-size copy of the proposed revised form, click on “Revised Form.”
Below is a table for a quick reference with links to all the individual current required forms along with the proposed revised forms.
 

Current Form	Revised Form
PR-01 Prior Written Notice to Parents	PR-01 Prior Written Notice to Parents
PR-02 Parent Invitation	PR-02 Parent/Student Invitation
PR-03 Manifestation Determination Review OP-3: Manifestation Determination	PR-03 Manifestation Determination Review The updated PR-03 form combines elements of the old PR-03 with the optional OP-03 form.  These changes can be seen in the differences between existing sections of the PR-03 as well as the inclusion of new sections from the OP-03 form. The OP-03 Form will no longer exist.
PR-04 Referral for Evaluation The PR-04, PR-05 and PR-06 were combined into a single ETR package containing Referral Information and Parent Consent for Evaluation.	PR-04 Evaluation Team Report (Package)
PR-05 Parent Consent for Evaluation The PR-04, PR-05 and PR-06 were combined into a single ETR package containing Referral Information and Parent Consent for Evaluation.
PR-06 Evaluation Team Report The PR-04, PR-05 and PR-06 were combined into a single ETR package containing Referral Information and Parent Consent for Evaluation.
PR-07 Individualized Education Program	PR-05 Individualized Education Program

Please complete this Microsoft Form Survey to provide feedback on the required forms:  https://forms.office.com/g/MSHcYMz4VB.

Supplemental Forms (Formerly Optional Forms)

The optional forms have been renamed to supplemental forms.  This was changed to provide more clarity on the use of these forms. 
Here is a side-by side comparison document of the supplemental forms.  Below is a table for a quick reference with links to all current required forms along with the proposed revised forms.

Current Form	Revised Form
OP-1: Functional Behavior Assessment	SF-1 Functional Behavior Assessment
OP-2: Behavior Intervention Plan	SF-2 Behavior Intervention Plan
OP-3: Manifestation Determination The updated PR-03 form combines elements of the old PR-03 with the optional OP-03 form.  These changes can be seen in the differences between existing sections of the PR-03 as well as the inclusion of new sections from the OP-03 form. The OP-03 Form will no longer exist.	SF-3 Future Planning (NEW) The SF-3 Form is a brand-new form to assist teams by providing guiding questions and considerations for developing the future planning statement for each student within the Individualized Education Program (PR-05) Section 1: Future Planning.
OP-4: Agreement to Waive Reevaluation OP-04 has been removed as a form is not necessary for this instance.	SF-4 Parent Consent for Additional Assessment (NEW) The SF-4 Form is a brand-new form to assist teams in obtaining parental consent for an additional assessment outside of the evaluation process.
OP-5: Parent/Guardian Excusal	SF-5 IEP Team Member Excusal
OP-6A: Progress Report	SF-6A Progress Report
OP-6B: Transition Progress Report	SF-6B Transition Progress Report
OP-7: Assignment of a Surrogate Parent	SF-7 Assignment of Surrogate Parent
OP-8: Summary of Performance	SF-8A Summary of Performance SF-8B Summary of Performance Packet SF-8 has been expanded into two separate options, SF-8A for general Summary of Performance and SF-8B with expanded guidance on Summary of Performance. Newly created SF-8B Summary of Performance Packet.  Educational agencies will have a choice of using the one-page SF-8A Summary of Performance form or using the SF-8B Summary of Performance Packet. This packet provides a way to organize all information about the student and what the student will continue to need to achieve post-secondary goals after graduation.
OP-9: Attempts to Obtain Parent Participation	SF-9 Attempts to Obtain Parent Participation

Please complete this Microsoft Form Survey to provide feedback on the Supplemental (formerly Optional) forms:  https://forms.office.com/g/HfLhGUAt9L
External Stakeholder feedback may be given at any time using the survey links, until May 23, 2025.

Virtual Stakeholder Feedback Event Details

The Department will be hosting four virtual stakeholder meetings to review proposed special education form revisions and provide an opportunity for feedback on the following dates: 

• Virtual Meeting 1: April 24, 2025, 12:00 PM to 4:00 PM - Review proposed Individualized Education Program (IEP) forms and provide feedback in a small group breakout room or via the Microsoft Form survey. Immediately following is a review of the proposed Evaluation Team Report (ETR) forms and small group feedback session.  To register click here.  

• Virtual Meeting 2: May 6, 2025, 10:00 AM to 12:00 PM – Review and provide feedback on proposed forms relating to parents including parent/student invitation, parent consent for additional assessment, IEP team member excusal, prior written notice, assignment of surrogate parent, and attempts to obtain parent permission. To register click here.  

• Virtual Meeting 3: May 8, 2025, 10:00 AM to 12:00 PM – Review and provide feedback on proposed forms relating to behavior including manifestation determination, functional behavior assessment, and behavior intervention plan. To register click here. 

• Virtual Meeting 4: May 13, 2025, 10:00 AM to 12:00 PM – Review and provide feedback on proposed forms relating to student progress and growth including future planning, transition progress, summary of performance, and progress reporting.  To register click here.   

How to Participate: 
Please register for each individual session(s) you wish to attend.  Links to the forms will be provided for your review prior to the meetings and via this webpage. All sessions will be recorded and posted on this webpage, please only attend if you can be present and participate in the meeting, registration is limited. Attendance at these meetings is optional, feedback can be given at any time using the following feedback survey links until May 23, 2025:

• Required forms:  https://forms.office.com/g/MSHcYMz4VB.
• Supplemental (formerly Optional) forms:  https://forms.office.com/g/HfLhGUAt9L

 

Last Modified: 4/16/2025 7:03:03 AM

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