Companion Guide
LOOR: Identifying and Reporting Suspected Harassment, Intimidation and Bullying
LEGAL ONE On-the-Run (LOOR) empowers school leaders to educate staff members on a wide range of legal issues in a limited amount of time, and offers flexible options for content delivery. The Companion Guide includes a brief video, a summary of key takeaways, suggested discussion questions, suggestions for study plans (for delivering the content at one staff meeting, multiple staff meetings or for an individual employee), additional resources for extended learning and a multiple-choice assessment to ensure staff have learned the content.
The content available through this page is exclusive to members of select NJSIG sub-funds. To receive LEGAL ONE professional learning certificates for individual school staff and for other questions contact LEGAL ONE at legalone@njpsa.org.
Access to all other LOORs provided with NJSIG Membership can be accessed at: https://njpsa.org/legal-one-on-the-run-loor-njsig/
Navigation
Key Takeaways
Suggested Discussion Questions
Considerations for Moving Forward
Assessment
Study Plan
LEGAL ONE Supplemental Resources for Extended Learning
Key Takeaways
Click the Arrow to Expand Details Below
1. Strict Two-Part Reporting Timeline and Format. Any staff member, vendor, or volunteer who suspects harassment, intimidation, or bullying (HIB) must make a verbal report to the school principal on the same day they learn of the issue. Text messages and emails are legally insufficient for this initial step. This verbal notification must be followed by a written report within two school days using the mandated uniform state Form 338.
2. The Burden of Form 338 Transfers to Staff on Verbal Reports. Staff must understand that reporting is mandatory even if a student or parent explicitly requests that they do not report the incident. Furthermore, if a parent provides a verbal report of bullying but refuses to fill out any paperwork, the school staff member who received the verbal complaint is legally required to put it in writing using Form 338.
3. Staff Cannot Substitute Their Own Judgment. Staff members cannot choose to withhold a report because they personally believe an allegation is unfounded. Even if a district policy allows for a “preliminary determination” to decide whether a formal HIB investigation is launched, that specific decision-making authority rests solely with the principal in consultation with the anti-bullying specialist—not individual staff members.
4. Differentiating Conflict from Bullying. During investigations, districts often find that student interactions are actually peer conflicts rather than HIB. Conflict typically involves two students who are mutually engaged with no imbalance of power, whereas bullying is one-sided, featuring a clear aggressor and a target. Both situations should still be reported to the principal quickly, but staff should describe what they are seeing.
5. Immunity Protection vs. Severe Liability for Failure to Report. Educators who report suspected HIB in good faith receive immunity from potential legal liability, even if their concern turns out to be incorrect. Conversely, failing to report increases student harm and district liability, and subjects the individual staff member to potential disciplinary consequences, including reprimands, increment withholdings, tenure charges, certificate suspension or revocation, or a reduced pension.
Suggested Discussion Questions
Click the Arrow to Expand Details Below
1. Handling Parent Requests. If a parent verbally details an alleged bullying incident to you but explicitly asks you not to report it or look into it because they fear retaliation against their child, what are your legal obligations?
2. Same-Day Communication Limits. Why do you think New Jersey law strictly mandates a verbal report, rather than just an email or text message, to the principal on the exact same day an incident is suspected?
3. Differentiating Conflict vs. Bullying. If you observe two students mutually arguing in the hallway, each using inappropriate discriminatory language, how should you frame your report to the principal’s office?
4. The Boundary of Staff Discretion. Who holds the sole authority to make a preliminary determination on whether to launch a full investigation? What happens if the school district does not have a policy in place that permits a preliminary determination?
5. Personal and Professional Stakes. What are the reasons that a staff member may be reluctant to report a suspected HIB incident? What are the potential penalties an individual educator faces if they fail to report a suspected incident of harassment, intimidation, or bullying?
Considerations for Moving Forward
Click the Arrow to Expand Details Below
1. Ensure Consistent Use of 338 Forms. The district must ensure that all staff members, vendors, and volunteers are trained on and have immediate access to the mandated uniform state Form 338. Procedures must emphasize that this form is required to be completed by the staff member, vendor, or volunteer, including in cases where a parent shares a verbal complaint but refuses to complete paperwork themselves.
2. Enforce Strict Timeline Rules Over Informal Communication. The district needs to clearly communicate that informal messaging, such as text messages and emails, is legally insufficient for the initial notification step. Moving forward, the district must enforce that a verbal report must be made directly to the principal on the exact same day that a staff member learns of or suspects bullying.
3. Clarify Preliminary Determination Policies. The school district needs to ensure that all staff members are trained on reporting obligations and whether or not the district has a preliminary determination option. If the school district has a policy allowing for a preliminary determination of whether to launch a formal HIB investigation, the administration must explicitly train staff that individual educators do not possess this decision-making authority. The district must reinforce that individual staff members cannot substitute their own judgment or withhold a report because they personally believe an allegation is unfounded; the preliminary determination is strictly the responsibility of the principal in consultation with the anti-bullying specialist.
4. Implement and Assess Student Intervention Plans for Repeat Offenders. In alignment with the revised New Jersey bullying law, the district must review and update its operational framework to include mandated student intervention plans specifically tailored for repeat offenders who have engaged in three or more acts of bullying. A process for continuously assessing the effectiveness of Student Intervention Plans should be developed.
5. Highlight the Stakes of Personal Liability and Immunity. To encourage vigilant compliance, the district’s training should educate staff on both the legal protections and penalties established by the state. Training should emphasize that staff are granted immunity from civil liability when reporting suspected bullying in good faith, whereas failing to report subjects individual staff members to severe disciplinary consequences, including increment withholdings, tenure charges, certificate suspension or revocation, or a reduced pension.
Assessment
Please complete the 10-question multiple-choice assessment below:
Click the Arrow to Expand Details Below
Study Plan
Option 1: One-Hour Staff Meeting
Click the Arrow to Expand Details Below
Here is a one-hour study plan a school principal can use for a staff meeting.
Objective: Provide an overview of harassment, intimidation, and bullying (HIB) identification and reporting mandates, review the video, and hold a structured group discussion to practice identifying compliance criteria.
| Duration (Minutes) | Activity | Description |
|---|---|---|
| 0:00 – 0:10 | Welcome & Objectives | Open the meeting and review the learning goals regarding HIB reporting expectations. |
| 0:10 – 0:20 | Group Presentation Viewing | Watch video together to build a uniform foundation on New Jersey’s reporting mandates. |
| 0:20 – 0:40 | Interactive Discussion on Key Definitions | Divide into breakout groups to contrast the criteria separating student conflict from formal bullying (e.g., mutual engagement vs. a one-sided power imbalance). |
| 0:40 – 0:55 | Compliance Timelines & Process Q&A | Review strict deadlines—specifically, same-day verbal notification followed by the written Form 338 within two school days. Address individual staff questions. |
| 0:55 – 1:00 | Wrap-up | Distribute organizational contacts for future legal questions and close the session. |
The Assessment included in the document should be used as a mandatory post-meeting task. Staff can be instructed to complete the 10-question multiple-choice quiz as an online form (e.g., SurveyMonkey) to verify understanding of the content, with the answers provided in the document serving as the answer key for grading.
Option 2: Two Staff Meetings Plus Self-Paced Work
Click the Arrow to Expand Details Below
Objective: Broaden staff knowledge from basic identification to the exact legal liabilities and procedural nuances across two distinct group sessions separated by independent application work.
Phase 1: Meeting 1: Foundations of HIB Identification and Deadlines (1 Hour)
| Duration (Minutes) | Activity | Description |
|---|---|---|
| 0:00 – 0:15 | Welcome & Video Presentation | Screen the presentation in full to ground staff on reporting criteria and the mandatory state Form 338. |
| 0:15 – 0:40 | Unpacking the Reporting Thresholds | Detail when the duty to report is officially triggered (e.g., third-party witness reports, parental complaints, or direct observation). Emphasize that reporting is mandatory even if a parent or student requests otherwise. |
| 0:40 – 0:55 | Conflict vs. Bullying Workshop | Break into small groups to evaluate how to properly document student interactions based on whether they involve an aggressor/target dynamic. |
| 0:55 – 1:00 | Assignment of Individual Work | Introduce the homework task to be completed prior to the next meeting. |
Phase 2: Individual Work (Self-Paced Completion and Submission)
• Task 1 (Review): Re-watch portions of the video individually to review the exact definitions of substantial disruption, characteristic-based targeting, and physical or emotional harm.
• Task 2 (Application Scenario): Draft a mock timeline of a hypothetical parent phone call reporting a suspected bullying incident. Outline the exact steps required of you as a staff member (same-day verbal notification and completing the 338 form within two days).
Phase 3: Meeting 2: Accountability, Liability, and the Form 338 Process (1 Hour)
| Duration (Minutes) | Activity | Description |
|---|---|---|
| 0:00 – 0:15 | Homework De-brief | Reflect as a full group on the individual assignment and address any confusion surrounding parental requests not to report. |
| 0:15 – 0:35 | Immunity vs. Failure to Report | Thoroughly analyze the legal consequences of non-compliance. Review good faith immunity protections versus severe personal penalties for failing to report (including increment withholdings, tenure charges, and certificate actions). |
| 0:35 – 0:50 | Preliminary Determinations & Authority | Clarify that individual staff members cannot substitute their own judgment or withhold a report because they personally deem it unfounded. Reinforce that preliminary determination policies vest decision-making strictly with the principal and anti-bullying specialist. |
| 0:50 – 1:00 | Session Synthesis | Distribute permanent legal resource references and close out the training. |
Option 3: Individual Learning Plan
Click the Arrow to Expand Details Below
Objective: Designed for a principal or supervisor to guide an individual staff member who has demonstrated a clear gap in understanding legal reporting obligations or has engaged in non-compliant behavior regarding HIB issues.
Meeting 1: Establishing Legally Mandated Thresholds (45 Minutes)
| Duration (Minutes) | Activity | Description |
|---|---|---|
| 0:00 – 0:15 | Supervisory Review | Address the specific incident or misunderstanding that necessitated this intensive support plan. |
| 0:15 – 0:30 | Co-Viewing & Fundamental Definition | Watch the Video together, stopping specifically to discuss New Jersey’s multi-part definition of HIB and why "intent to harm" is not required. |
| 0:30 – 0:45 | Explicit Expectations & Assignment | Explicitly reinforce that any suspicion triggers a same-day verbal report—and that text messages or emails are legally insufficient. Assign the between-meeting work. |
Independent Work Between Meetings 1 & 2 (1.5-2 hours):
Task: The staff member must draft a comprehensive personal workflow chart mapping out an incident from the exact moment they suspect HIB or receive a verbal report, highlighting identical-day verbal reporting and the two-day Form 338 requirement. They must write a reflection on why they cannot choose to ignore a report even if a parent or student asks them to.
Meeting 2: Individual Accountability, Authority, and Personal Liability (45 Minutes)
| Duration (Minutes) | Activity | Description |
|---|---|---|
| 0:00 – 0:20 | Workflow Audit | Review the employee's completed workflow chart. Directly correct any lingering misconceptions about withholding reports based on personal judgment. |
| 0:20 – 0:40 | Direct Consequences Review | Walk through the severe legal realities of failing to report, including increased student risk, district liability, formal reprimands, tenure charges, and certificate revocation. Contrast this with the absolute good faith immunity granted to reporters. |
| 0:40 – 0:45 | Setting up Final Assessment Work | Provide clear parameters for the final independent assessment task. |
Independent Work Between Meetings 2 & 3 (1.5-2 hours):
Task: The staff member will be given three complex, school-based scenarios involving student interactions (e.g., a mutual online argument, a one-sided pattern of targeting, and a verbal parent complaint where the parent refuses to put anything in writing). The staff member must complete a sample state Form 338 for the scenarios that require it and write a short defense explaining their exact reporting duties for all three.
Meeting 3: Compliance Mastery & Sign-Off (45 Minutes)
| Duration (Minutes) | Activity | Description |
|---|---|---|
| 0:00 – 0:30 | Scenario Evaluation | The supervisor reviews the staff member’s completed mock forms and situational evaluations to ensure absolute alignment with state regulations. |
| 0:30 – 0:45 | Final Determination & Documentation | Reinforce that any preliminary decision not to investigate rests solely with the principal and anti-bullying specialist, never the individual educator. Formally document completion of the intensive training and establish ongoing monitor protocols. |
LEGAL ONE Supplemental Resources for Extended Learning
Podcast Episode(s)
- Understanding Changes in New Jersey’s Anti-Bullying Law for 2022-23
- For more from the LEGAL ONE Podcast, visit: https://www.thelegalonepodcast.com/
Article(s)
- Understanding Reporting Obligations for Bias-Related Acts under the Revised MOA with Law Enforcement
©2026 Foundation for Educational Administration, Inc. – LEGAL ONE, legalone@njpsa.org, https://njpsa.org/legalonenj/
