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Summary of Performance


The Summary of Performance (SOP) documents a “child’s academic achievement and functional performance,” including “recommendations on how to assist the child in meeting the child’s postsecondary goals.” It is provided to a child whose eligibility for special education services has terminated “due to graduation from secondary school with a regular diploma, or due to exceeding the age eligibility for a free appropriate public education under State law” (Individuals with Disabilities Education Act of 2004 [IDEA], §614(c)(5)(B)). 

Federal regulations state that “State and local officials should have the flexibility to determine the appropriate content in a child’s summary, based on the child’s individual needs and postsecondary goals” (U.S. Department of Education, 2006, p. 46,645). State and district flexibility in developing local forms was reiterated by the Florida Department of Education in a Bureau of Exceptional Education and Student Services’ (BEESS) memo that states: “Districts have the flexibility to adopt one of the attached forms or to use information from either of the forms to develop a form that meets local district needs” (Lockman, 2005). 

The two forms attached to the BEESS memo are the SOP template developed at the National Transition Documentation Summit in 2005 and the Florida SOP template. Links to both templates are provided below:

National SOP Template

Florida Summary of Performance Template (updated September 2012)

For more information on the Summary of Performance, see the Project 10 Transition Wheel on Summary of Performance at


Lockman, B. J. (2005, November 30). Memorandum: IDEA 2004 requirements for Summary of Performance. Tallahassee, FL: Florida Department of Education. Retrieved November 13, 2009, from  

National Transition Documentation Summit. (2005). Summary of performance model template. Available to be freely copied or adapted for educational purposes. Download from the Learning Disabilities Association of America link (above) or from the Council for Exceptional Children’s web site at§ion=News_and_Issues1&template=/CM/ContentDisplay.cfm&ContentFileID=1660

P.L. 108-446 The Individuals with Disabilities Education Improvement Act of 2004, §614(c)(5)(B).

U.S. Department of Education. (2006, August 14). 34 Code of Federal Regulations Parts 300 and 301 - Assistance to States for the education of children with disabilities: Final Rule. Federal Register 71, 156. Retrieved November 13, 2009, from



The development of this website was funded by the University of South Florida St. Petersburg
through a grant by the Bureau of Exceptional Education and Student Services,
Florida Department of Education (2010 - 2011, 291-2621A-1C008).

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