Special Education
State Application for IDEA Funds
Proportionate Share
Subrecipient Monitoring
IDEA Allocations
Maintenance of Effort (MOE)
- MOE Reports
- MOE Memo October 2022
- MOE Exceptions Documentation Form
- Calculation of Maintenance of Effort
- MOE Hearing Request Form
Special Education Data Collections
- Special Education Data Collection Schedule
- Child Count Data Verification
- *NEW* Exiting Data Verification (April 2026)
- Post-School Outcomes Data
- *NEW* Behavior Data Collection (May 2026)
- Personnel Data Information
- Assessment Information
Educational Environments/Setting of Service Information
Public Reporting of IDEA Data
- Public Reporting (by Indicator)
- Special Education Report to the Board of Public Education (BPE) – Sept 2025
- IDEA Data Dashboard
- IDEA Section 618 Data Products (OSEP) (external link)
Significant Disproportionality
- Significant Disproportionality Technical Manual
- Significant Disproportionality Essential Questions and Answers
- Coordinated Early Intervening Services (CEIS) Fiscal and Student Data Tracker
- Root Cause Analysis Tool
Assessment Data
Early Assistance Program for Special Education
The Early Assistance Program (EAP) at the Montana Office of Public Instruction (OPI) provides technical assistance to help parents, adult students, guardians, school district staff, advocates and other members of the special education community understand the requirements of the Individuals with Disabilities Education Act (IDEA) and implementing Montana laws.
The EAP also provides informal dispute resolution for special education issues relating to a student’s free and appropriate public education or any violation of Part B of the IDEA or implementing Montana laws. Parents and school districts may call the EAP and ask for assistance in resolving these special education concerns. Our philosophy is to resolve special education disagreements amicably, with the lowest level of third-party involvement as possible, thereby preventing costly legal entanglements. Given the opportunity to discuss the issues at hand in a less formidable and confrontational venue, both parents and schools can reach agreement while remaining student focused and without undermining the relationships necessary to ensure the smooth delivery of special education services to students with disabilities.
In addition to the EAP, there are several other dispute resolution options available under the IDEA, including: Individualized Education Program (IEP) facilitation, mediation, state complaints, due process hearings, and expedited due process hearings. A brief overview of each dispute resolution option can be found by clicking on the tabs below. The EAP staff is available to answer questions about each of the dispute resolution options.
There are issues that may be related to special education where the EAP staff is unable to provide assistance, including matters that are outside OPI’s jurisdiction. For example, OPI does not have jurisdiction over Section 504 Plans or claims of discrimination. The Office of Civil Rights (OCR) is the agency that has the authority to oversee these issues. If you have a question that is outside OPI’s authority, we will work with you to try and find additional resources.
The EAP is a voluntary and impartial process and does not provide legal advice to parents or school districts.
For more information please contact: Dispute Resolution Office for Special Education at (406) 444-2046 .
Dispute Resolution Options
Montana IDEA Special Education Dispute Resolution Comparison Chart
- Special Education Endorsement Project
- School Psychologist Stipend Program
- Speech Language Pathology Traineeship Program
- University of Montana SIMS Scholars Program (OSEP Funded) Offers scholarships for undergraduate and graduate special education and speech language pathology at UM.
- Occupational Therapy Stipend (Coming Soon)
- Para Pathways
For questions, contact:
Hearing Conservation Program Guidelines
Please contact Lucy Beltz for general questions.
Sign Language Interpreting Administrative Rule
Interpreter Mentoring, Education and Training (IMET) Self-Paced Online Courses
Important Update
EIPA Performance Test Turnaround Time and New Policy for Retaking the Performance Test
EIPA Written and Performance Assessment Dates: May 1–3, 2026 (Registration opens Dec. 15, 2025)
Learn more and Register for the EIPA Assessment
Please contact Lucy Beltz to register or for general questions. If you have questions about the test itself, please visit the EIPA Diagnostic Center.
- Montana Empowerment Center
- Montana Association of School Psychologists (MASP)
- Montana Brain Injury Alliance
- Montana Effective Practices Matrix
- Sign up for OPI E-mail Updates (Special Education and Student Supports is at the bottom)
OPI Staff are here to help
Danni McCarthy
State Special Education Director
406-594-3610
Kimberlea Emmons
Fiscal Manager
406-444-3124
Tammy Lysons
Unit Manager
406-431-2309
Katie Mattingley
Montana Autism Education Project
406-437-3874
Jenny Jarvis
GT/MTSS Program Support Specialist
406-410-1140
Anne Carpenter
Program Support Specialist
406-465-0922
Annette Viciedo Young
Continuing Ed & Stipend Programs
406-444-0299
Lucy Beltz
Special Education Preschool, 619 Coordinator
406-431-4654
Annette Gorton
Special Education Family & School Liaison
406-594-3004
Vacant
Unit Manager
Jillian Bellah
School Improvement Specialist
406-438-0749
Desiree Johnson
School Improvement Specialist
406-431-1081
Crystal Wright
School Improvement Specialist
406-202-7920
Vacant
School Improvement Specialist
Vacant
School Improvement Specialist
Vacant
IDEA Part B Data Manager
Victoria Peterson
Special Education Infinite Campus Specialist
406-444-1325
Mandi Gibbs
Director, Early Assistance Program
406-444-5664
Angie Griner
Paralegal, Early Assistance Program
406-444-2046