This resource is intended to outline the Monitoring Review activity for District Catamaran Coordinators. Monitoring Reviews may be on-site or virtual. Monitoring Reviews may result in a Corrective Action Plan (CAP) or Student Level Corrective Action Plan (SLCAP).

For more information about how to prepare for a review activity, please access the How to Prepare for a Monitoring Review for Districts Webinar on the District Monitoring Resources page.

Access the Activity

  1. Log into Catamaran.
  2. Access the activity in two ways:
  • On the Dashboard, scroll down to the Tasks Overview section. Use the filters, as needed, to narrow tasks, and select the link in the Activity column to open the Monitoring Review Activity.
B-4AB Monitoring Review activity on the Tasks Overview.
  • On the Dashboard, select the Search link in the upper right-hand corner of the page. Using the search function, choose Monitoring. Filter the search results by selecting Monitoring Visits. Next, search for the specific Monitoring Review.
Note: If the activity is not listed on the Tasks Overview, contact the ISD.

View Monitoring Documents

  1. From the Monitoring Review Menu, select the Monitoring Documents link in the Resources box.
Monitoring Documents link on the Monitoring Review Menu.
  1. Review the Notification Letter and the Student List to prepare for the monitoring visit.
Notification Letter and Student List links on the Monitoring Documents page.

Upload Procedures

A procedure can consist of:

  • Written document that may provide the who, what, and when of an activity.
  • For identification, the procedure may be a narrative document that describes what happens when a request for special education evaluation is received. It may be a flow chart that provides timelines for what-if situations.
  • For discipline, it may be a description of the steps used when determining a change of placement. It may be a step-by-step list of whom to contact when a student with an IEP is being suspended.
  1. From the Monitoring Review Menu, select the District Upload link.
District Upload link on the Monitoring Review Menu.
  1. Use the Browse button to upload district procedures for MDE review. If there are no written procedures, select the Not Available check box.
Browse button and Not Available selection on the Monitoring Review District Upload page.
Note: Districts may upload more than one document by choosing the red plus sign.
Note: If the district does not have written procedures, then the Monitoring Lead may contact the district to request the district complete a questionnaire about the district’s policies, practices, and procedures.
  1. Choose Save or Save/Next to confirm and save the upload or checkbox selected.
Save and Save/Next buttons on the Monitoring Review District Upload page.

Verify Current Students

Districts will receive a list of no more than 20 students to verify from MDE.

  1. From the Monitoring Review Menu, select the District Student Selection link to access the page.
District Student Selection link on the Monitoring Review Menu.
  1. Review the student list and verify which students are currently enrolled in the district by checking the box next to the student’s name.
  2. Choose Save to save the page or Verified Students to submit the verified student list.
Verified checkbox selected and Save, Verified Students buttons circled on the Monitoring Review District Student Selection page.

Student Documentation

  • Districts will be responsible for preparing (for on-site visits) and/or uploading (for virtual visits) requested documentation as needed for up to eight students.
  • Documents may include:
    • Discipline data for student
    • Attendance report
    • Pattern of removals
    • IEP
    • Notice of an offer of a FAPE
    • Manifestation Determination Reviews (MDRs)
    • Functional Behavioral Assessment (FBA)
    • Behavior Intervention Plan (BIP), if applicable
    • Documentation that Procedural Safeguards were provided to parent
    • FAPE services log
    • Review of Existing Evaluation Data (REED)
    • Evaluation Reports
    • Initial evaluation documents including:
    • Multidisciplinary Evaluation Team (MET) report
    • Other documents as requested

Virtual Monitoring Review: Upload Documents

MDE will select up to eight student records from the verified student list to create the SRRs. The district will receive a notification via Catamaran to upload student documentation.

  1. Access the activity from the Tasks Overview and select the Monitoring Review link in the Activity The activity will be at the District Student Info Required status.
B-4AB Monitoring Review activity selected on the Tasks Overview.
  1. On the Monitoring Review Menu, select the Student Documentation link to access the page.
Student Documentation link on the Monitoring Review Menu.
  1. Use the Browse button to upload documentation for each requested item or check the Requested document is not available option and provide a reason.
Note: Districts may upload more than one document by choosing the red plus sign.
Plus sign, Browse button, Requested document is not available emphasized on the Monitoring Review Student Documentation page.
Note: To ensure that the documents upload correctly, Save the page intermittently to make sure no work is lost.
  1. Use the drop-down menu to toggle between available students then select Go. Complete the Student Documentation page for each student.
Dropdown option for students with circle around GO on the Monitoring Review Student Documentation page.
  1. When all student documentation has been completed, select Save & Submit for MDE review.
Save & Submit button on the Monitoring Review Student Documentation page.

On-site Monitoring Review: Prepare Documents

After review of the verified students, the Monitoring Lead will select up to eight student records from the confirmed student list to review at the on-site Monitoring Review and communicate with the district which students have been selected for this additional review. Please make these records available on the day of the on-site Monitoring Review.

After the district has verified the list of students enrolled, MDE will select up to eight student records to review during the on-site visit. The district should have these students’ records available on the day of the on-site Monitoring Review.

Note: To view the list of selected students, select the Lead Student Selection page from the Monitoring Review Menu. See the Access the Activity section of this how-to for how to find the activity when it is not on the district’s Tasks Overview.
Lead Student Selection link on the Monitoring Review Menu.

What's Next?

Engage in Interviews and/or On-site Monitoring Reviews

  • The Monitoring Lead will schedule interviews with participating districts as appropriate and summarize the interviews in Catamaran.
  • If participating in an on-site Monitoring Review, then the Monitoring Lead will organize the details of the on-site Monitoring Review with the district.
  • The Monitoring Team will review each student’s record and accompanying documentation either virtually or in person during the on-site Monitoring Review.
  • A Preliminary Summary will be issued to the Superintendent and Special Education Administrator at the end of the Monitoring Review. This Preliminary Summary will also be available in Catamaran in the activity.

Correct Noncompliance

If noncompliance is found, then finding(s) will be issued in the next major Catamaran release (September for B-9-B-10 (Identification) and May for B-4 (Discipline)).

If any student level noncompliance is found, then SLCAPs will be issued at the end of the virtual or on-site Monitoring Review.

For more information about Monitoring Review Corrective Action Plans, access the How to Complete the Monitoring Review Corrective Action Plan Process (CAP) for Districts resource on the Catamaran Technical Assistance Website.

Need Additional Assistance?

For assistance understanding how to navigate Catamaran, contact the Catamaran Help Desk at 877-474-9023 or help@catamaran.partners.