PRIVACY POLICY

Last updated: August 30, 2025

Our Commitment to Student Privacy

Expert IEP operates as an educational service provider committed to protecting student educational records under the Family Educational Rights and Privacy Act (FERPA) and applying healthcare-level security measures to all family data.
Educational Purpose and FERPA Compliance

Our Educational Mission: We provide IEP analysis and advocacy support services to help families navigate special education processes and improve educational outcomes for students with disabilities.

FERPA Obligations: As an educational service provider, we comply with FERPA requirements including:
  • Obtaining proper consent before accessing educational records

  • Limiting data use to legitimate educational purposes

  • Providing parents/eligible students with access and correction rights

  • Maintaining security safeguards for educational records

  • Not re-disclosing educational records without authorization

Student Rights Under FERPA: Parents and eligible students have the right to:
  • Inspect and review educational records we maintain

  • Request corrections to inaccurate information

  • Control disclosure of personally identifiable information

  • File complaints with the Department of Education regarding FERPA violations

Information We Collect and Process
Educational Records (with parental consent):
  • Student first name only

  • Educational diagnosis relevant to IEP services

  • Current IEP goals and objectives

  • Accommodations and modifications

  • Related services information

Information We Remove Before Processing:
  • Last names and addresses

  • Detailed medical histories

  • Behavioral incident reports

  • Family background information

  • School disciplinary records

Account Information:
  • Parent/guardian contact information

  • Payment information (processed by third-party payment processors)

  • Communication preferences

  • Service histo

Data Minimization and Security
Technical Safeguards:
  • Bank-level encryption for all data transmission and storage

  • Role-based access controls limiting staff access to necessary information

  • Regular security audits and penetration testing

  • Secure servers located in the United States

  • Automatic data deletion protocols

Administrative Safeguards:
  • Staff training on FERPA requirements and data protection

  • Signed confidentiality agreements for all personnel

  • Incident response procedures for potential breaches

  • Regular privacy impact assessments

Data Use Limitations
Permitted Uses:
  • Providing personalized IEP analysis and recommendations

  • Improving our educational services and methodologies

  • Communicating with families about their specific services

  • Complying with legal obligations

Prohibited Uses:
  • Marketing or promotional purposes

  • Sharing with third-party organizations

  • Creating student profiles for non-educational purposes

  • Any use not directly related to educational services

Research and Data Sharing
Educational Research: We may use genuinely anonymized data (with all identifying information permanently removed) for educational research purposes, including:
  • Partnerships with academic institutions (such as UC Davis MIND Institute)

  • Research on effective IEP practices and interventions

  • Development of improved educational tools and resources

Research Protections:
  • All research conducted under IRB-approved protocols

  • Data is genuinely anonymized, not merely de-identified

  • No individual students or families can be re-identified

  • Parents may opt out of any research participation

  • Research findings focus on educational practices, not individual students

No Third-Party Sharing: We do not sell, rent, or share personally identifiable student or family information with any third parties, including:
  • Marketing companies

  • Other nonprofits or educational organizations

  • Government agencies (except as required by law)

  • Research partners (only anonymized data shared)

Parent and Student Rights
Access Rights: Parents and eligible students may:
  • Request copies of all educational records we maintain

  • Review how their information has been used

  • Obtain information about third parties who have received their data (if any)

Correction Rights: You may request corrections to:
  • Inaccurate contact information

  • Incorrect educational information

  • Errors in service records

Deletion Rights: You may request that we:
  • Delete your account and associated data

  • Remove your family from all communications

  • Destroy educational records we maintain (subject to legal retention requirements)

Opt-Out Rights: You may opt out of:
  • Future communications from us

  • Participation in anonymized research

  • Certain data collection practices

Data Retention and Deletion
Educational Records: Retained only as long as necessary to provide services, typically:
  • Active accounts: During service period plus 3 years

  • Inactive accounts: Automatically deleted after 2 years of inactivity

  • Research data: Only anonymized data retained for research purposes

Secure Deletion: When deleted, data is:
  • Removed from all active systems

  • Purged from backup systems within 90 days

  • Destroyed using industry-standard data destruction methods


Children's Privacy
COPPA Considerations: While our services are directed to parents rather than children, we recognize that educational records contain information about students under 13. We:
  • Collect information only with explicit parental consent

  • Apply enhanced protections to all student information regardless of age

  • Allow parents full control over their child's educational information

  • Provide clear notice of information collection and use

California Privacy Rights
CCPA Rights: California residents have additional rights including:
  • Right to know what personal information we collect and how it's used

  • Right to delete personal information (subject to legal exceptions)

  • Right to opt-out of sale of personal information (note: we do not sell personal information)

  • Right to non-discrimination for exercising privacy rights

International Users
Our services are designed for families in the United States. If you access our services from outside the US, your information will be transferred to and processed in the United States under US privacy laws, including FERPA.

Privacy Policy Updates
We will notify users of material changes to this privacy policy by:
  • Email notification to active account holders

  • Prominent notice on our website

  • Direct communication for changes affecting educational record handling

Continued use of our services after notification constitutes acceptance of updated terms.

Contact Information
Privacy Questions: privacy@expertiep.com
FERPA Requests: ferpa@expertiep.com
General Inquiries: contact@expertiep.com
Mailing Address:
Expert IEP, Inc.
Privacy Officer
2014 Capitol Ave #3004
Sacramento, CA 95811

FERPA Complaints:
Parents and eligible students who believe Expert IEP has violated FERPA may file complaints with:
Family Policy Compliance Office
U.S. Department of Education
400 Maryland Avenue, SW
Washington, DC 20202-8520

Legal Framework
This privacy policy is governed by:
  • Family Educational Rights and Privacy Act (FERPA)

  • California Consumer Privacy Act (CCPA)

  • Children's Online Privacy Protection Act (COPPA)

  • Other applicable federal and state privacy laws

Expert IEP, Inc. is a Delaware for-profit corporation and California foreign entity committed to protecting student and family privacy in accordance with all applicable laws and educational best practices.

Our Commitment to Student Privacy

Expert IEP operates as an educational service provider committed to protecting student educational records under the Family Educational Rights and Privacy Act (FERPA) and applying healthcare-level security measures to all family data.
Educational Purpose and FERPA Compliance

Our Educational Mission: We provide IEP analysis and advocacy support services to help families navigate special education processes and improve educational outcomes for students with disabilities.

FERPA Obligations: As an educational service provider, we comply with FERPA requirements including:
  • Obtaining proper consent before accessing educational records

  • Limiting data use to legitimate educational purposes

  • Providing parents/eligible students with access and correction rights

  • Maintaining security safeguards for educational records

  • Not re-disclosing educational records without authorization

Student Rights Under FERPA: Parents and eligible students have the right to:
  • Inspect and review educational records we maintain

  • Request corrections to inaccurate information

  • Control disclosure of personally identifiable information

  • File complaints with the Department of Education regarding FERPA violations

Information We Collect and Process
Educational Records (with parental consent):
  • Student first name only

  • Educational diagnosis relevant to IEP services

  • Current IEP goals and objectives

  • Accommodations and modifications

  • Related services information

Information We Remove Before Processing:
  • Last names and addresses

  • Detailed medical histories

  • Behavioral incident reports

  • Family background information

  • School disciplinary records

Account Information:
  • Parent/guardian contact information

  • Payment information (processed by third-party payment processors)

  • Communication preferences

  • Service histo

Data Minimization and Security
Technical Safeguards:
  • Bank-level encryption for all data transmission and storage

  • Role-based access controls limiting staff access to necessary information

  • Regular security audits and penetration testing

  • Secure servers located in the United States

  • Automatic data deletion protocols

Administrative Safeguards:
  • Staff training on FERPA requirements and data protection

  • Signed confidentiality agreements for all personnel

  • Incident response procedures for potential breaches

  • Regular privacy impact assessments

Data Use Limitations
Permitted Uses:
  • Providing personalized IEP analysis and recommendations

  • Improving our educational services and methodologies

  • Communicating with families about their specific services

  • Complying with legal obligations

Prohibited Uses:
  • Marketing or promotional purposes

  • Sharing with third-party organizations

  • Creating student profiles for non-educational purposes

  • Any use not directly related to educational services

Research and Data Sharing
Educational Research: We may use genuinely anonymized data (with all identifying information permanently removed) for educational research purposes, including:
  • Partnerships with academic institutions (such as UC Davis MIND Institute)

  • Research on effective IEP practices and interventions

  • Development of improved educational tools and resources

Research Protections:
  • All research conducted under IRB-approved protocols

  • Data is genuinely anonymized, not merely de-identified

  • No individual students or families can be re-identified

  • Parents may opt out of any research participation

  • Research findings focus on educational practices, not individual students

No Third-Party Sharing: We do not sell, rent, or share personally identifiable student or family information with any third parties, including:
  • Marketing companies

  • Other nonprofits or educational organizations

  • Government agencies (except as required by law)

  • Research partners (only anonymized data shared)

Parent and Student Rights
Access Rights: Parents and eligible students may:
  • Request copies of all educational records we maintain

  • Review how their information has been used

  • Obtain information about third parties who have received their data (if any)

Correction Rights: You may request corrections to:
  • Inaccurate contact information

  • Incorrect educational information

  • Errors in service records

Deletion Rights: You may request that we:
  • Delete your account and associated data

  • Remove your family from all communications

  • Destroy educational records we maintain (subject to legal retention requirements)

Opt-Out Rights: You may opt out of:
  • Future communications from us

  • Participation in anonymized research

  • Certain data collection practices

Data Retention and Deletion
Educational Records: Retained only as long as necessary to provide services, typically:
  • Active accounts: During service period plus 3 years

  • Inactive accounts: Automatically deleted after 2 years of inactivity

  • Research data: Only anonymized data retained for research purposes

Secure Deletion: When deleted, data is:
  • Removed from all active systems

  • Purged from backup systems within 90 days

  • Destroyed using industry-standard data destruction methods


Children's Privacy
COPPA Considerations: While our services are directed to parents rather than children, we recognize that educational records contain information about students under 13. We:
  • Collect information only with explicit parental consent

  • Apply enhanced protections to all student information regardless of age

  • Allow parents full control over their child's educational information

  • Provide clear notice of information collection and use

California Privacy Rights
CCPA Rights: California residents have additional rights including:
  • Right to know what personal information we collect and how it's used

  • Right to delete personal information (subject to legal exceptions)

  • Right to opt-out of sale of personal information (note: we do not sell personal information)

  • Right to non-discrimination for exercising privacy rights

International Users
Our services are designed for families in the United States. If you access our services from outside the US, your information will be transferred to and processed in the United States under US privacy laws, including FERPA.
Privacy Policy Updates
We will notify users of material changes to this privacy policy by:
  • Email notification to active account holders

  • Prominent notice on our website

  • Direct communication for changes affecting educational record handling

Continued use of our services after notification constitutes acceptance of updated terms.
Contact Information
Privacy Questions: privacy@expertiep.com
FERPA Requests: ferpa@expertiep.com
General Inquiries: contact@expertiep.com
Mailing Address:
Expert IEP, Inc.
Privacy Officer
2014 Capitol Ave #3004
Sacramento, CA 95811

FERPA Complaints:
Parents and eligible students who believe Expert IEP has violated FERPA may file complaints with:
Family Policy Compliance Office
U.S. Department of Education
400 Maryland Avenue, SW
Washington, DC 20202-8520
Legal Framework
This privacy policy is governed by:
  • Family Educational Rights and Privacy Act (FERPA)

  • California Consumer Privacy Act (CCPA)

  • Children's Online Privacy Protection Act (COPPA)

  • Other applicable federal and state privacy laws

Expert IEP, Inc. is a Delaware for-profit corporation and California foreign entity committed to protecting student and family privacy in accordance with all applicable laws and educational best practices.

Our Commitment to Student Privacy

Expert IEP operates as an educational service provider committed to protecting student educational records under the Family Educational Rights and Privacy Act (FERPA) and applying healthcare-level security measures to all family data.
Educational Purpose and FERPA Compliance

Our Educational Mission: We provide IEP analysis and advocacy support services to help families navigate special education processes and improve educational outcomes for students with disabilities.

FERPA Obligations: As an educational service provider, we comply with FERPA requirements including:
  • Obtaining proper consent before accessing educational records

  • Limiting data use to legitimate educational purposes

  • Providing parents/eligible students with access and correction rights

  • Maintaining security safeguards for educational records

  • Not re-disclosing educational records without authorization

Student Rights Under FERPA: Parents and eligible students have the right to:
  • Inspect and review educational records we maintain

  • Request corrections to inaccurate information

  • Control disclosure of personally identifiable information

  • File complaints with the Department of Education regarding FERPA violations

Information We Collect and Process
Educational Records (with parental consent):
  • Student first name only

  • Educational diagnosis relevant to IEP services

  • Current IEP goals and objectives

  • Accommodations and modifications

  • Related services information

Information We Remove Before Processing:
  • Last names and addresses

  • Detailed medical histories

  • Behavioral incident reports

  • Family background information

  • School disciplinary records

Account Information:
  • Parent/guardian contact information

  • Payment information (processed by third-party payment processors)

  • Communication preferences

  • Service histo

Data Minimization and Security
Technical Safeguards:
  • Bank-level encryption for all data transmission and storage

  • Role-based access controls limiting staff access to necessary information

  • Regular security audits and penetration testing

  • Secure servers located in the United States

  • Automatic data deletion protocols

Administrative Safeguards:
  • Staff training on FERPA requirements and data protection

  • Signed confidentiality agreements for all personnel

  • Incident response procedures for potential breaches

  • Regular privacy impact assessments

Data Use Limitations
Permitted Uses:
  • Providing personalized IEP analysis and recommendations

  • Improving our educational services and methodologies

  • Communicating with families about their specific services

  • Complying with legal obligations

Prohibited Uses:
  • Marketing or promotional purposes

  • Sharing with third-party organizations

  • Creating student profiles for non-educational purposes

  • Any use not directly related to educational services

Research and Data Sharing
Educational Research: We may use genuinely anonymized data (with all identifying information permanently removed) for educational research purposes, including:
  • Partnerships with academic institutions (such as UC Davis MIND Institute)

  • Research on effective IEP practices and interventions

  • Development of improved educational tools and resources

Research Protections:
  • All research conducted under IRB-approved protocols

  • Data is genuinely anonymized, not merely de-identified

  • No individual students or families can be re-identified

  • Parents may opt out of any research participation

  • Research findings focus on educational practices, not individual students

No Third-Party Sharing: We do not sell, rent, or share personally identifiable student or family information with any third parties, including:
  • Marketing companies

  • Other nonprofits or educational organizations

  • Government agencies (except as required by law)

  • Research partners (only anonymized data shared)

Parent and Student Rights
Access Rights: Parents and eligible students may:
  • Request copies of all educational records we maintain

  • Review how their information has been used

  • Obtain information about third parties who have received their data (if any)

Correction Rights: You may request corrections to:
  • Inaccurate contact information

  • Incorrect educational information

  • Errors in service records

Deletion Rights: You may request that we:
  • Delete your account and associated data

  • Remove your family from all communications

  • Destroy educational records we maintain (subject to legal retention requirements)

Opt-Out Rights: You may opt out of:
  • Future communications from us

  • Participation in anonymized research

  • Certain data collection practices

Data Retention and Deletion
Educational Records: Retained only as long as necessary to provide services, typically:
  • Active accounts: During service period plus 3 years

  • Inactive accounts: Automatically deleted after 2 years of inactivity

  • Research data: Only anonymized data retained for research purposes

Secure Deletion: When deleted, data is:
  • Removed from all active systems

  • Purged from backup systems within 90 days

  • Destroyed using industry-standard data destruction methods


Children's Privacy
COPPA Considerations: While our services are directed to parents rather than children, we recognize that educational records contain information about students under 13. We:
  • Collect information only with explicit parental consent

  • Apply enhanced protections to all student information regardless of age

  • Allow parents full control over their child's educational information

  • Provide clear notice of information collection and use

California Privacy Rights
CCPA Rights: California residents have additional rights including:
  • Right to know what personal information we collect and how it's used

  • Right to delete personal information (subject to legal exceptions)

  • Right to opt-out of sale of personal information (note: we do not sell personal information)

  • Right to non-discrimination for exercising privacy rights

International Users
Our services are designed for families in the United States. If you access our services from outside the US, your information will be transferred to and processed in the United States under US privacy laws, including FERPA.

Privacy Policy Updates
We will notify users of material changes to this privacy policy by:
  • Email notification to active account holders

  • Prominent notice on our website

  • Direct communication for changes affecting educational record handling

Continued use of our services after notification constitutes acceptance of updated terms.

Contact Information
Privacy Questions: privacy@expertiep.com
FERPA Requests: ferpa@expertiep.com
General Inquiries: contact@expertiep.com
Mailing Address:
Expert IEP, Inc.
Privacy Officer
2014 Capitol Ave #3004
Sacramento, CA 95811

FERPA Complaints:
Parents and eligible students who believe Expert IEP has violated FERPA may file complaints with:
Family Policy Compliance Office
U.S. Department of Education
400 Maryland Avenue, SW
Washington, DC 20202-8520

Legal Framework
This privacy policy is governed by:
  • Family Educational Rights and Privacy Act (FERPA)

  • California Consumer Privacy Act (CCPA)

  • Children's Online Privacy Protection Act (COPPA)

  • Other applicable federal and state privacy laws

Expert IEP, Inc. is a Delaware for-profit corporation and California foreign entity committed to protecting student and family privacy in accordance with all applicable laws and educational best practices.

Our Commitment to Student Privacy

Expert IEP operates as an educational service provider committed to protecting student educational records under the Family Educational Rights and Privacy Act (FERPA) and applying healthcare-level security measures to all family data.
Educational Purpose and FERPA Compliance

Our Educational Mission: We provide IEP analysis and advocacy support services to help families navigate special education processes and improve educational outcomes for students with disabilities.

FERPA Obligations: As an educational service provider, we comply with FERPA requirements including:
  • Obtaining proper consent before accessing educational records

  • Limiting data use to legitimate educational purposes

  • Providing parents/eligible students with access and correction rights

  • Maintaining security safeguards for educational records

  • Not re-disclosing educational records without authorization

Student Rights Under FERPA: Parents and eligible students have the right to:
  • Inspect and review educational records we maintain

  • Request corrections to inaccurate information

  • Control disclosure of personally identifiable information

  • File complaints with the Department of Education regarding FERPA violations

Information We Collect and Process
Educational Records (with parental consent):
  • Student first name only

  • Educational diagnosis relevant to IEP services

  • Current IEP goals and objectives

  • Accommodations and modifications

  • Related services information

Information We Remove Before Processing:
  • Last names and addresses

  • Detailed medical histories

  • Behavioral incident reports

  • Family background information

  • School disciplinary records

Account Information:
  • Parent/guardian contact information

  • Payment information (processed by third-party payment processors)

  • Communication preferences

  • Service history

Data Minimization and Security
Technical Safeguards:
  • Bank-level encryption for all data transmission and storage

  • Role-based access controls limiting staff access to necessary information

  • Regular security audits and penetration testing

  • Secure servers located in the United States

  • Automatic data deletion protocols

Administrative Safeguards:
  • Staff training on FERPA requirements and data protection

  • Signed confidentiality agreements for all personnel

  • Incident response procedures for potential breaches

  • Regular privacy impact assessments

Data Use Limitations
Permitted Uses:
  • Providing personalized IEP analysis and recommendations

  • Improving our educational services and methodologies

  • Communicating with families about their specific services

  • Complying with legal obligations

Prohibited Uses:
  • Marketing or promotional purposes

  • Sharing with third-party organizations

  • Creating student profiles for non-educational purposes

  • Any use not directly related to educational services

Research and Data Sharing
Educational Research: We may use genuinely anonymized data (with all identifying information permanently removed) for educational research purposes, including:
  • Partnerships with academic institutions (such as UC Davis MIND Institute)

  • Research on effective IEP practices and interventions

  • Development of improved educational tools and resources

Research Protections:
  • All research conducted under IRB-approved protocols

  • Data is genuinely anonymized, not merely de-identified

  • No individual students or families can be re-identified

  • Parents may opt out of any research participation

  • Research findings focus on educational practices, not individual students

No Third-Party Sharing: We do not sell, rent, or share personally identifiable student or family information with any third parties, including:
  • Marketing companies

  • Other nonprofits or educational organizations

  • Government agencies (except as required by law)

  • Research partners (only anonymized data shared)

Parent and Student Rights
Access Rights: Parents and eligible students may:
  • Request copies of all educational records we maintain

  • Review how their information has been used

  • Obtain information about third parties who have received their data (if any)

Correction Rights: You may request corrections to:
  • Inaccurate contact information

  • Incorrect educational information

  • Errors in service records

Deletion Rights: You may request that we:
  • Delete your account and associated data

  • Remove your family from all communications

  • Destroy educational records we maintain (subject to legal retention requirements)

Opt-Out Rights: You may opt out of:
  • Future communications from us

  • Participation in anonymized research

  • Certain data collection practices

Data Retention and Deletion
Educational Records: Retained only as long as necessary to provide services, typically:
  • Active accounts: During service period plus 3 years

  • Inactive accounts: Automatically deleted after 2 years of inactivity

  • Research data: Only anonymized data retained for research purposes

Secure Deletion: When deleted, data is:
  • Removed from all active systems

  • Purged from backup systems within 90 days

  • Destroyed using industry-standard data destruction methods


Children's Privacy
COPPA Considerations: While our services are directed to parents rather than children, we recognize that educational records contain information about students under 13. We:
  • Collect information only with explicit parental consent

  • Apply enhanced protections to all student information regardless of age

  • Allow parents full control over their child's educational information

  • Provide clear notice of information collection and use

California Privacy Rights
CCPA Rights: California residents have additional rights including:
  • Right to know what personal information we collect and how it's used

  • Right to delete personal information (subject to legal exceptions)

  • Right to opt-out of sale of personal information (note: we do not sell personal information)

  • Right to non-discrimination for exercising privacy rights

International Users
Our services are designed for families in the United States. If you access our services from outside the US, your information will be transferred to and processed in the United States under US privacy laws, including FERPA.
Privacy Policy Updates
We will notify users of material changes to this privacy policy by:
  • Email notification to active account holders

  • Prominent notice on our website

  • Direct communication for changes affecting educational record handling

Continued use of our services after notification constitutes acceptance of updated terms.\

Contact Information
Privacy Questions: privacy@expertiep.com
FERPA Requests: ferpa@expertiep.com
General Inquiries: contact@expertiep.com
Mailing Address:
Expert IEP, Inc.
Privacy Officer
2014 Capitol Ave #3004
Sacramento, CA 95811
FERPA Complaints:
Parents and eligible students who believe Expert IEP has violated FERPA may file complaints with:
Family Policy Compliance Office
U.S. Department of Education
400 Maryland Avenue, SW
Washington, DC 20202-8520
Legal Framework
This privacy policy is governed by:
  • Family Educational Rights and Privacy Act (FERPA)

  • California Consumer Privacy Act (CCPA)

  • Children's Online Privacy Protection Act (COPPA)

  • Other applicable federal and state privacy laws

Expert IEP, Inc. is a Delaware for-profit corporation and California foreign entity committed to protecting student and family privacy in accordance with all applicable laws and educational best practices.

Our Commitment to Student Privacy

Expert IEP operates as an educational service provider committed to protecting student educational records under the Family Educational Rights and Privacy Act (FERPA) and applying healthcare-level security measures to all family data.
Educational Purpose and FERPA Compliance

Our Educational Mission: We provide IEP analysis and advocacy support services to help families navigate special education processes and improve educational outcomes for students with disabilities.

FERPA Obligations: As an educational service provider, we comply with FERPA requirements including:
  • Obtaining proper consent before accessing educational records

  • Limiting data use to legitimate educational purposes

  • Providing parents/eligible students with access and correction rights

  • Maintaining security safeguards for educational records

  • Not re-disclosing educational records without authorization

Student Rights Under FERPA: Parents and eligible students have the right to:
  • Inspect and review educational records we maintain

  • Request corrections to inaccurate information

  • Control disclosure of personally identifiable information

  • File complaints with the Department of Education regarding FERPA violations

Information We Collect and Process
Educational Records (with parental consent):
  • Student first name only

  • Educational diagnosis relevant to IEP services

  • Current IEP goals and objectives

  • Accommodations and modifications

  • Related services information

Information We Remove Before Processing:
  • Last names and addresses

  • Detailed medical histories

  • Behavioral incident reports

  • Family background information

  • School disciplinary records

Account Information:
  • Parent/guardian contact information

  • Payment information (processed by third-party payment processors)

  • Communication preferences

  • Service histo

Data Minimization and Security
Technical Safeguards:
  • Bank-level encryption for all data transmission and storage

  • Role-based access controls limiting staff access to necessary information

  • Regular security audits and penetration testing

  • Secure servers located in the United States

  • Automatic data deletion protocols

Administrative Safeguards:
  • Staff training on FERPA requirements and data protection

  • Signed confidentiality agreements for all personnel

  • Incident response procedures for potential breaches

  • Regular privacy impact assessments

Data Use Limitations
Permitted Uses:
  • Providing personalized IEP analysis and recommendations

  • Improving our educational services and methodologies

  • Communicating with families about their specific services

  • Complying with legal obligations

Prohibited Uses:
  • Marketing or promotional purposes

  • Sharing with third-party organizations

  • Creating student profiles for non-educational purposes

  • Any use not directly related to educational services

Research and Data Sharing
Educational Research: We may use genuinely anonymized data (with all identifying information permanently removed) for educational research purposes, including:
  • Partnerships with academic institutions (such as UC Davis MIND Institute)

  • Research on effective IEP practices and interventions

  • Development of improved educational tools and resources

Research Protections:
  • All research conducted under IRB-approved protocols

  • Data is genuinely anonymized, not merely de-identified

  • No individual students or families can be re-identified

  • Parents may opt out of any research participation

  • Research findings focus on educational practices, not individual students

No Third-Party Sharing: We do not sell, rent, or share personally identifiable student or family information with any third parties, including:
  • Marketing companies

  • Other nonprofits or educational organizations

  • Government agencies (except as required by law)

  • Research partners (only anonymized data shared)

Parent and Student Rights
Access Rights: Parents and eligible students may:
  • Request copies of all educational records we maintain

  • Review how their information has been used

  • Obtain information about third parties who have received their data (if any)

Correction Rights: You may request corrections to:
  • Inaccurate contact information

  • Incorrect educational information

  • Errors in service records

Deletion Rights: You may request that we:
  • Delete your account and associated data

  • Remove your family from all communications

  • Destroy educational records we maintain (subject to legal retention requirements)

Opt-Out Rights: You may opt out of:
  • Future communications from us

  • Participation in anonymized research

  • Certain data collection practices

Data Retention and Deletion
Educational Records: Retained only as long as necessary to provide services, typically:
  • Active accounts: During service period plus 3 years

  • Inactive accounts: Automatically deleted after 2 years of inactivity

  • Research data: Only anonymized data retained for research purposes

Secure Deletion: When deleted, data is:
  • Removed from all active systems

  • Purged from backup systems within 90 days

  • Destroyed using industry-standard data destruction methods


Children's Privacy
COPPA Considerations: While our services are directed to parents rather than children, we recognize that educational records contain information about students under 13. We:
  • Collect information only with explicit parental consent

  • Apply enhanced protections to all student information regardless of age

  • Allow parents full control over their child's educational information

  • Provide clear notice of information collection and use

California Privacy Rights
CCPA Rights: California residents have additional rights including:
  • Right to know what personal information we collect and how it's used

  • Right to delete personal information (subject to legal exceptions)

  • Right to opt-out of sale of personal information (note: we do not sell personal information)

  • Right to non-discrimination for exercising privacy rights

International Users
Our services are designed for families in the United States. If you access our services from outside the US, your information will be transferred to and processed in the United States under US privacy laws, including FERPA.

Privacy Policy Updates
We will notify users of material changes to this privacy policy by:
  • Email notification to active account holders

  • Prominent notice on our website

  • Direct communication for changes affecting educational record handling

Continued use of our services after notification constitutes acceptance of updated terms.

Contact Information
Privacy Questions: privacy@expertiep.com
FERPA Requests: ferpa@expertiep.com
General Inquiries: contact@expertiep.com
Mailing Address:
Expert IEP, Inc.
Privacy Officer
2014 Capitol Ave #3004
Sacramento, CA 95811

FERPA Complaints:
Parents and eligible students who believe Expert IEP has violated FERPA may file complaints with:
Family Policy Compliance Office
U.S. Department of Education
400 Maryland Avenue, SW
Washington, DC 20202-8520

Legal Framework
This privacy policy is governed by:
  • Family Educational Rights and Privacy Act (FERPA)

  • California Consumer Privacy Act (CCPA)

  • Children's Online Privacy Protection Act (COPPA)

  • Other applicable federal and state privacy laws

Expert IEP, Inc. is a Delaware for-profit corporation and California foreign entity committed to protecting student and family privacy in accordance with all applicable laws and educational best practices.

Our Commitment to Student Privacy

Expert IEP operates as an educational service provider committed to protecting student educational records under the Family Educational Rights and Privacy Act (FERPA) and applying healthcare-level security measures to all family data.
Educational Purpose and FERPA Compliance

Our Educational Mission: We provide IEP analysis and advocacy support services to help families navigate special education processes and improve educational outcomes for students with disabilities.

FERPA Obligations: As an educational service provider, we comply with FERPA requirements including:
  • Obtaining proper consent before accessing educational records

  • Limiting data use to legitimate educational purposes

  • Providing parents/eligible students with access and correction rights

  • Maintaining security safeguards for educational records

  • Not re-disclosing educational records without authorization

Student Rights Under FERPA: Parents and eligible students have the right to:
  • Inspect and review educational records we maintain

  • Request corrections to inaccurate information

  • Control disclosure of personally identifiable information

  • File complaints with the Department of Education regarding FERPA violations

Information We Collect and Process
Educational Records (with parental consent):
  • Student first name only

  • Educational diagnosis relevant to IEP services

  • Current IEP goals and objectives

  • Accommodations and modifications

  • Related services information

Information We Remove Before Processing:
  • Last names and addresses

  • Detailed medical histories

  • Behavioral incident reports

  • Family background information

  • School disciplinary records

Account Information:
  • Parent/guardian contact information

  • Payment information (processed by third-party payment processors)

  • Communication preferences

  • Service histo

Data Minimization and Security
Technical Safeguards:
  • Bank-level encryption for all data transmission and storage

  • Role-based access controls limiting staff access to necessary information

  • Regular security audits and penetration testing

  • Secure servers located in the United States

  • Automatic data deletion protocols

Administrative Safeguards:
  • Staff training on FERPA requirements and data protection

  • Signed confidentiality agreements for all personnel

  • Incident response procedures for potential breaches

  • Regular privacy impact assessments

Data Use Limitations
Permitted Uses:
  • Providing personalized IEP analysis and recommendations

  • Improving our educational services and methodologies

  • Communicating with families about their specific services

  • Complying with legal obligations

Prohibited Uses:
  • Marketing or promotional purposes

  • Sharing with third-party organizations

  • Creating student profiles for non-educational purposes

  • Any use not directly related to educational services

Research and Data Sharing
Educational Research: We may use genuinely anonymized data (with all identifying information permanently removed) for educational research purposes, including:
  • Partnerships with academic institutions (such as UC Davis MIND Institute)

  • Research on effective IEP practices and interventions

  • Development of improved educational tools and resources

Research Protections:
  • All research conducted under IRB-approved protocols

  • Data is genuinely anonymized, not merely de-identified

  • No individual students or families can be re-identified

  • Parents may opt out of any research participation

  • Research findings focus on educational practices, not individual students

No Third-Party Sharing: We do not sell, rent, or share personally identifiable student or family information with any third parties, including:
  • Marketing companies

  • Other nonprofits or educational organizations

  • Government agencies (except as required by law)

  • Research partners (only anonymized data shared)

Parent and Student Rights
Access Rights: Parents and eligible students may:
  • Request copies of all educational records we maintain

  • Review how their information has been used

  • Obtain information about third parties who have received their data (if any)

Correction Rights: You may request corrections to:
  • Inaccurate contact information

  • Incorrect educational information

  • Errors in service records

Deletion Rights: You may request that we:
  • Delete your account and associated data

  • Remove your family from all communications

  • Destroy educational records we maintain (subject to legal retention requirements)

Opt-Out Rights: You may opt out of:
  • Future communications from us

  • Participation in anonymized research

  • Certain data collection practices

Data Retention and Deletion
Educational Records: Retained only as long as necessary to provide services, typically:
  • Active accounts: During service period plus 3 years

  • Inactive accounts: Automatically deleted after 2 years of inactivity

  • Research data: Only anonymized data retained for research purposes

Secure Deletion: When deleted, data is:
  • Removed from all active systems

  • Purged from backup systems within 90 days

  • Destroyed using industry-standard data destruction methods


Children's Privacy
COPPA Considerations: While our services are directed to parents rather than children, we recognize that educational records contain information about students under 13. We:
  • Collect information only with explicit parental consent

  • Apply enhanced protections to all student information regardless of age

  • Allow parents full control over their child's educational information

  • Provide clear notice of information collection and use

California Privacy Rights
CCPA Rights: California residents have additional rights including:
  • Right to know what personal information we collect and how it's used

  • Right to delete personal information (subject to legal exceptions)

  • Right to opt-out of sale of personal information (note: we do not sell personal information)

  • Right to non-discrimination for exercising privacy rights

International Users
Our services are designed for families in the United States. If you access our services from outside the US, your information will be transferred to and processed in the United States under US privacy laws, including FERPA.
Privacy Policy Updates
We will notify users of material changes to this privacy policy by:
  • Email notification to active account holders

  • Prominent notice on our website

  • Direct communication for changes affecting educational record handling

Continued use of our services after notification constitutes acceptance of updated terms.
Contact Information
Privacy Questions: privacy@expertiep.com
FERPA Requests: ferpa@expertiep.com
General Inquiries: contact@expertiep.com
Mailing Address:
Expert IEP, Inc.
Privacy Officer
2014 Capitol Ave #3004
Sacramento, CA 95811
FERPA Complaints:
Parents and eligible students who believe Expert IEP has violated FERPA may file complaints with:
Family Policy Compliance Office
U.S. Department of Education
400 Maryland Avenue, SW
Washington, DC 20202-8520
Legal Framework
This privacy policy is governed by:
  • Family Educational Rights and Privacy Act (FERPA)

  • California Consumer Privacy Act (CCPA)

  • Children's Online Privacy Protection Act (COPPA)

  • Other applicable federal and state privacy laws

Expert IEP, Inc. is a Delaware for-profit corporation and California foreign entity committed to protecting student and family privacy in accordance with all applicable laws and educational best practices.

WE SEE OUR KIDS BEYOND THEIR K-12 SETTING 

Graduating, happy, and fulfilled. It starts first with education. Join the movement.

WE SEE OUR KIDS BEYOND THEIR K-12 SETTING 

Graduating, happy, and fulfilled. It starts first with education. Join the movement.

WE SEE OUR KIDS BEYOND THEIR K-12 SETTING 

Graduating, happy, and fulfilled. It starts first with education. Join the movement.

WE SEE OUR KIDS BEYOND THEIR K-12 SETTING 

Graduating, happy, and fulfilled. It starts first with education. Join the movement.

WE SEE OUR KIDS BEYOND THEIR K-12 SETTING 

Graduating, happy, and fulfilled. It starts first with education. Join the movement.

WE SEE OUR KIDS BEYOND THEIR K-12 SETTING 

Graduating, happy, and fulfilled. It starts first with education. Join the movement.

Built by parents for parents

All Rights Reserved. 2024 Expert IEP Inc.

Built by parents for parents

All Rights Reserved. 2024 Expert IEP Inc.

Built by parents for parents

All Rights Reserved. 2024 Expert IEP Inc.

Built by parents for parents

All Rights Reserved. 2024 Expert IEP Inc.

Built by parents for parents

All Rights Reserved. 2024 Expert IEP Inc.

Built by parents for parents

All Rights Reserved. 2024 Expert IEP Inc.