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How to Navigate the 504 Change Agreement Process

Step-by-step guide for 504 coordinators to document and save changes to a student's accommodations through the Change Agreement workflow in K12 Plus.

A Change Agreement allows a 504 coordinator to formally amend a student's existing accommodations outside of an annual review or re-evaluation. This guide walks through the complete Change Agreement workflow — from initiating the amendment to documenting the reason for change and saving the finalized record.

Who This Is For

504 coordinators who need to update a student's accommodations between scheduled review meetings.

Before You Begin

  • You must be logged in as a coordinator.
  • The student must have an active 504 plan in K12 Plus.
  • Have the specific accommodation changes and effective date ready before starting.

Steps

  1. Log in as coordinator — Ensure you are logged in with coordinator credentials.
  2. Access Meeting Manager — Navigate to the 504 Plan Meeting Manager. Click Rules and select Review Meeting.
  3. Start 504 Review — Click Start 504 Review and select the relevant student.
  4. Initiate the Change Agreement — Click Change Agreement, then Start Review, then confirm with Yes.
  5. Verify student information — Double-check all fields in the Student Information tab for accuracy.
  6. Specify the purpose of amendment — Document the reason for initiating the change in the Purpose of Amendment tab.
  7. Edit accommodations — Click the pencil icon next to an accommodation to edit it, make changes, then click out of the field to save.
  8. Delete accommodations if needed — Click the trash icon and confirm with Yes.
  9. Update state testing accommodations — Repeat the edit or delete process for state testing accommodations if applicable.
  10. Set the effective date — Select the date the amendment takes effect.
  11. Save changes — Click OK and then Save.
  12. Complete the summary and reason tabs — Document what was changed and why in the Summary of Changes and Reason for Change tabs.
  13. Final save and exit — Click Save to finalize, then Back to exit the workspace.

Note: Double-check the effective date before saving. This date determines when the updated accommodations apply.

Troubleshooting

  • Change Agreement option not visible — Confirm the student has an active 504 plan.
  • Edit icon not responding — Ensure you have clicked Start Review and confirmed with Yes.
  • Effective date not saving — Confirm a date has been selected before clicking Save.