Wow! Great questions... my DD is in a similar situation in 3rd grade. I can't wait to find out what advice you get smile

I am planning to have her privately assessed for dysgraphia in a couple of months.

The school doesn't like to provide OT for students on 504 plans because they do not receive any funding for section 504. They do receive some funding for students on IEP's, however. That may actually work in your favor if he clearly needs the services, they would probably rather have him on IEP.

Cathy