BCBA Supervisor Toolkit | Supervision Agreement Observation Note Monthly Attestation Forms | ABA Supervisor Documentation Kit

10 fillable PDF documentation forms for the credentialed BCBA who supervises BCBA candidates, BCaBA candidates, and RBTs — the supervisor's own paperwork, not the supervisee's hours log. Supervision agreement, per-session observation notes, monthly summary and attestation, competency ratings, group attendance log, contact log, and more. All forms are blank; you complete them using your own professional judgment and current BACB requirements.

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If you supervise BCBA candidates, BCaBA candidates, or RBTs, you already know the paperwork burden falls on both sides of the relationship. The supervisee has their hours tracker. You — the supervising BCBA — have your own documentation obligation: a supervision agreement for every supervisee, a record of every contact, monthly attestations, competency evaluations, and a final verification checklist before you can sign off on anyone's fieldwork.

Most supervisors piece this together from scratch. A supervision agreement typed up in Word. A contact log in a spreadsheet. Monthly notes on a legal pad. A competency rating done in whatever format the university sent over, or none at all. The problem isn't that experienced BCBAs don't know what documentation to maintain — it's that there's no clean, consistent set of forms designed specifically for the supervisor's side of the relationship.

When a BACB audit comes, or a supervisee disputes something, or a new hire joins your agency and you need to onboard them into a real supervision structure, "I have notes somewhere" isn't the answer you want to give. And when you're supervising multiple candidates at once, inconsistent documentation across supervisees is a compliance risk.

This kit gives the supervising BCBA a complete set of blank forms — built for the supervisor role — so you can document every contact, every evaluation, and every attestation in a consistent, professionally formatted way. All blank, all yours to complete.

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10 fillable PDF files, delivered as a single ZIP download.

Setup & Agreements
- 01-Supervision-Agreement.pdf — Parties and credential information (supervisor BACB cert #, state license, supervisee BACB ID), credential pathway checkboxes (BCBA/BCaBA candidate or RBT), supervision parameters (format, frequency, observation requirement), supervisor and supervisee responsibility checklists, records and evaluation schedule, and dual attestation signatures
- 07-Supervisee-Goal-Setting-Worksheet.pdf — Goal and skill area table with specific objectives, target dates, and status tracking (NB/IP/M); mid-point and end-of-period review note sections; supervisee strengths and priority growth areas
- 06-Supervisor-Self-Assessment-Checklist.pdf — Periodic compliance self-check for the supervising BCBA: supervision training documentation, contract on file, format and frequency compliance, real-time observation requirement, monthly records maintenance, and record-retention confirmation

Ongoing Supervision
- 02-Per-Session-Supervision-Observation-Note.pdf — Date, duration, supervisee, client/case ID, session format checkboxes (individual/group; in-person/telehealth), activities observed checklist, skill areas addressed checklist (eight BACB-aligned domains), feedback given, supervisee response, and action items for next session
- 03-Monthly-Supervision-Summary-and-Attestation.pdf — Weekly hours table (individual supervision, group supervision, observation with client, total contacts, fieldwork hours by week plus totals row), cumulative supervised and fieldwork hours to date, supervision percentage, progress summary narrative, concerns and corrective feedback, and supervisor plus supervisee attestation signatures
- 05-Group-Supervision-Attendance-and-Agenda-Log.pdf — Attendee table with BACB IDs, credentials, arrival, departure, and signatures for up to 10 attendees; agenda topic checklist; notes section; and group compliance attestation
- 09-Supervision-Contact-Log.pdf — Rolling master log of every supervision contact: contact type (individual/group/observation), format (in-person/telehealth), duration, cumulative supervised hours, whether a client observation occurred, and supervisee initials; period summary hour totals

Evaluation & Verification
- 04-Supervisee-Competency-Rating-Form.pdf — 1–5 rating grid across eight BACB-aligned competency areas (measurement, assessment, skill acquisition, behavior reduction, documentation, ethics, communication, supervision of others), review type checkboxes (mid-fieldwork/quarterly/end-of-fieldwork), strengths and development narrative blanks, and supervisor/supervisee acknowledgement signatures
- 08-Final-Verification-Checklist.pdf — End-of-fieldwork readiness check: hours met, supervision percentage met, observations complete, monthly records complete for every month, competency assessments on file, Ethics Code compliance, hours reconciled, and supervisor attestation before final verification submission

Remote Supervision
- 10-Telehealth-Remote-Supervision-Addendum.pdf — Platform details, backup contact method, technology and privacy checklist (secure location, audio/video quality, PHI handling, backup plan, client consent), and attestation that remote supervision met in-person professional standards

Also included
- 00-START-HERE.pdf — Quick-start guide listing every file with group descriptions and usage guidance
- DISCLAIMER.pdf — Full legal disclaimer and terms of use

Format: PDF (printable and fillable on screen). Opens on Mac, Windows, iPad — any standard PDF reader. US Letter size.

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- Credentialed BCBAs who supervise BCBA candidates, BCaBA candidates, or RBTs and need consistent, professionally formatted documentation for the supervisor side of the supervisory relationship
- BCBAs in private practice, agencies, schools, or clinics who are providing supervised fieldwork and want organized forms for every supervision contact, evaluation, and attestation
- Supervisors managing multiple supervisees who want a single clean documentation system rather than a different format for each person
- BCBAs onboarding into a new supervisory role (new agency, new supervisee) who need a ready-to-use set of forms that covers the full supervision lifecycle from agreement to final verification

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- Supervisees (BCBA candidates, BCaBA candidates, or RBTs) tracking their own fieldwork hours — this kit is for the supervisor's documentation, not the candidate's hours log; if you are the supervisee, look for a candidate hours tracker
- Anyone looking for an electronic supervision platform, scheduling software, or BACB-integrated digital system — these are blank fillable PDF forms, not software
- Anyone who needs pre-filled clinical content, specific competency benchmarks, or compliance-certification guidance — all forms are blank and require completion by the credentialed supervisor based on their own professional judgment and current BACB requirements
- Practices that already have a fully integrated supervision documentation system through their practice management software — these forms are for supervisors running documentation outside of or alongside such systems

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$34 — one-time purchase, instant download.

No subscription. No recurring fees. You get lifetime access to v1.0 of the kit, including any v1.x updates.

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What format are the files in?
The kit contains 10 PDF files, delivered as a single ZIP download. PDFs open on Mac, Windows, and iPad in any standard PDF reader.

Are the PDFs editable?
Yes. All forms have fillable blank fields you can type into directly. They also print cleanly for paper-based workflows.

Is this for the supervisor or the supervisee?
This kit is for the SUPERVISOR — the credentialed BCBA who is providing supervision and needs to document their own records: the supervision agreement they sign, the observation notes they write, the monthly attestations they co-sign, the competency ratings they complete, and the final verification they attest to. If you are the supervisee tracking your own fieldwork hours, this is not the right kit.

Do the forms meet BACB requirements?
These are blank documentation shells; they are not compliance certification. BACB supervision requirements — including training requirements, format, frequency, observation minimums, supervision percentage, and verification procedures — are set by the BACB and change over time and by credential pathway. You are responsible for knowing and following the current requirements for your supervisee's specific credential pathway. See DISCLAIMER.pdf for full terms.

Can I use the same forms for all my supervisees?
Yes — each form is blank and intended to be completed fresh for each supervisee relationship. The forms are general-purpose across BCBA candidate, BCaBA candidate, and RBT supervision contexts.

Does this replace the supervisee's hours log?
No. The supervisee maintains their own hours log in the BACB's system or equivalent. This kit is the supervisor's independent documentation of each contact and evaluation. The two records should be consistent and reconciled — file 09 (Supervision Contact Log) is designed specifically as the supervisor's companion record.

Do you offer refunds?
Yes. If you're not satisfied, reach out within 30 days of purchase for a full refund. See Etsy shop policies for full refund terms.

Who built this?
Folio. We make the kind of templates and documentation tools you wish someone had already built. We focus on small practices, independent professionals, and small-business operators — people who'd rather spend their time on their work than on their paperwork. Questions? Email foliotemplates [!at] gmail.com.