Report 16.26 Students with Disabilities – Initial Part C to B Transition Student List

Added 11/14/2025

Description: Reports details for students who are Eligible and Participating Students with Disabilities on an IFSP plan prior to 3rd birthday and who are either

1) overdue on Part B Initial Evaluation meeting as of the Report As Of Date,
2) Part B Initial Evaluation was held after the student’s 3rd birthday,
3) the Part B Initial Evaluation was held on-time, or
4) Part B Initial Evaluation Not yet held, student not yet 3 years old.

Note: Non-Compliant for the Annual Determination Letter (ADL) is defined as a Part B Initial Evaluation that is overdue and the Meeting Delay Code = 90, 40, or no Meeting Delay Code.

Meetings held late with or without a Meeting Delay Code, although technically non-compliant, are NOT included for C to B compliance in the ADL and will continue to appear on the report until the following Academic Year.

Report Type: Real Time

Data As Of: User Defined

Security Role(s) Required: Fall 1, EOY 4

Basic selection criteria

  • Students and data included: Students with a qualifying enrollment who turn 3 years old during the academic year selected and have a PLAN record where Plan Type = 150 (IFSP) and Plan Effective Start Date is before the 3rd birthday.

Qualifying Enrollment:

  • Enrollment Status = Primary (10), Short-Term (30), Non-ADA (50)
  • Grade Level = IN, PS
  • Most recent Open Enrollment on the Report As Of Date.
  • Most recent = the last enrollment based on the last Student Enrollment End Date on or after the report period start date.
  • Students whose most recent SENR record on Report As Of Date is E155, E170, or E450 exit are considered qualifying enrollment for monitoring report purposes.
  • If more than one SENR record overlaps the report date:
  • Priority: Primary → Short-Term → Non-ADA
  • If more than one SENR record exists with the same Exit Date:
  • Use the top record in descending order by Start Date, Grade Level, and CDS.

Report will pull:

  • All PLAN records effective during and prior to the Academic Year selected (regardless of LEA). Includes PLANs after student’s 3rd birthday if effective during selected Academic Year.
  • All SWDS records effective during and prior to the Academic Year selected (regardless of LEA). Includes SWDS after the 3rd birthday if effective during selected Academic Year.
  • MEET records where Evaluation Type = 15 (Part C) and Referral Date is less than 90 days prior to SSID’s 3rd birthday.
  • All MEET records where Evaluation Type = 10 (Part B) and Pending As Of is populated or Meeting Date is populated.
  • Student Information (SINF), Student Program (SPRG), and Student English Language Acquisition (SELA) data used for student subgroups (Race/Ethnicity, Homeless, EL, etc.) from the most recent record as of the Report As Of Date.

Report Filters

Filters can be selected resulting in only totals for the selected filter being displayed. The legend on the bottom of the last page will state which filters were applied.

  • Academic Year
  • As of Month (default = current month)
  • As of Day (default = current day)
  • LEA
  • Gender
  • Ethnicity/Race
  • Grade Level
  • Part C to B Timeliness Status
  • Socio-economically Disadvantaged
  • Title I Part C Migrant
  • Homeless Program Eligible
  • Foster Youth
  • Student Age*
  • Meeting Delay Code
  • Non-Compliant**

* Student Age Filter = age as of Report As Of Date (Report As Of Date minus Birth Date from SINF)

* Non-Compliant Calculation (Y):*

  • Meeting Overdue without Pending Record OR
  • Meeting Overdue with Pending Record, Meeting Held Late AND Meeting Delay Code = 90, 40, or null

Report Logic

Screenshot Pending

Column Rule
1 MEET Field 24.09 – Reporting SELPA
Note: SELPA Code and Name are derived from the MEET record for the student and may not necessarily be associated with the Reporting LEA.
2 SELPA Name – Use data element name from CALPADS Security Model.
3 MEET Field 24.04 – Reporting LEA
4 MEET LEA Name – Use data element name from CALPADS Security Model.
5 SENR Field 1.04 – Reporting LEA
6 SENR LEA Name – Use data element name from CALPADS Security Model.
7 SENR Field 1.05 – School of Attendance from qualifying enrollment. If multiple enrollments exist on the Report As Of Date, priority goes to the primary enrollment status.
8 SENR School Name – Use data element name from CALPADS Security Model.
9 MEET Field 24.06 – SSID
10 SINF Fields 2.13, 2.11, 2.12 – Student Legal Last, First, Middle Name
11 SENR Field 1.24 – Grade Level Code
12 MEET Field 24.03 – Local Record ID
13 SINF Field 2.19 – Student Gender Code
14 SINF Field 2.23 – Hispanic Ethnicity Indicator and SINF Fields 2.25–2.29 – Race Codes
15 SINF Field 2.18 – Student Birth Date
16 Student Age Calculation: Report As Of Date minus Birth Date.
17 Part C to B Timeliness Status Calculation:
• Student Not Yet 3 Years Old
• Exited SPED Prior to 3rd Birthday: Age = 3 on report date; IFSP (150) start date before 3rd birthday; no Part B MEET record (Evaluation Type 10) with Meeting Date; SWDS status ≠ Eligible/Participating (1) on 3rd birthday.
• Meeting Held Late: IFSP (150) start date before 3rd birthday; student age = 3; MEET Part B Meeting Date is after 3rd birthday.
• Meeting Overdue With Pending Record: IFSP (150) start date before 3rd birthday; student age = 3; Pending Date exists; no Part B Meeting Date exists.
• Meeting Overdue Without Pending Record: IFSP (150) start date before 3rd birthday; student age = 3; no Meeting or Pending Dates exist; SWDS = Eligible and Participating (1).
• Timely Part B Transition: IFSP (150) start date before 3rd birthday AND (Part B Meeting Date ≤ 3rd birthday OR Part B Meeting Date > 3rd birthday AND Part C Referral Date < 90 days before 3rd birthday).
18 Non-Compliance Indicator (Y/N): Y if:
• Meeting Overdue Without Pending Record, OR
• Meeting Overdue With Pending Record AND Delay Code = 90, 40, or blank, OR
• Meeting Held Late AND Delay Code = 90, 40, or blank.
19 Days Overdue: Days since 3rd birthday.
Example: 3rd birthday = 5/1/24, Report Date = 5/25/24 → 24 days.
Blank if status = Timely Part B, Meeting Held Late, Not Yet 3, Exited SPED Prior to 3.
20 Days Until Overdue: Days until 3rd birthday. Only populated if status = Student Not Yet 3 Years Old.
21 MEET Field 24.10 – Special Education Referral Date (from PLAN where Eval Type = 10), populated for: Timely Part B, Meeting Held Late, Meeting Overdue w/ Pending.
22 MEET Field 24.12 – Initial Evaluation Parental Consent Date (from PLAN Eval Type = 10), for same statuses as above.
23 MEET Field 24.13 – Special Education Meeting Date (from PLAN Eval Type = 10), for same statuses as above.
24 MEET Field 24.14 – Pending As Of Date (from PLAN Eval Type = 10), for same statuses as above.
25 MEET Field 24.15 – Meeting Delay Code (from PLAN Eval Type = 10), for same statuses as above.
26 MEET Field 24.16 – Meeting Activity–Evaluation Type Code (from PLAN Eval Type = 10), for same statuses as above.
27 MEET Field 24.17 – Meeting Activity–Plan Review Indicator (from PLAN Eval Type = 10), for same statuses as above.
28 MEET Field 24.18 – Evaluation Outcome Code (from PLAN Eval Type = 10), for same statuses as above.
29 MEET Field 24.19 – Parental Involvement Facilitation Code (from PLAN Eval Type = 10), for same statuses as above.
30 SWDS Field 22.10 – Special Education Initial Entry Start Date
31 SWDS Field 22.12 – Special Education Status Code
32 SWDS Field 22.11 – Special Education Status Effective Start Date
33 PLAN Field 23.11 – Special Education Plan Type Code
34 PLAN Field 23.12 – Special Education Plan Effective Start Date
35 PLAN Field 23.13 – Reason For Plan Record Code
36 PLAN Field 23.15 – Disability 1 Code
37 PLAN Field 23.17 – Disability 2 Code
38 SENR Field 1.23 – Enrollment Status Code
39 SENR Field 1.22 – Enrollment Start Date
40 SENR Field 1.25 – Enrollment Exit Date
41 SENR Field 1.26 – Enrollment Exit Reason Code
42 SENR Field 1.27 – Student School Completion Status