Report 16.26 Students with Disabilities – Initial Part C to B Transition Student List
Updated 5/01/2026
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: SPED View
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
Click image to expand
| # | Column | Description |
|---|---|---|
| 1 | MEET Field 24.09 | Reporting SELPA. Note: SELPA Code and Name are derived from the MEET record and may not match 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 (prioritize primary if multiple enrollments) |
| 8 | SENR School Name | Use data element name from CALPADS Security Model |
| 9 | MEET Field 24.06 | SSID |
| 10 | SINF Fields 2.11–2.13 | Student Legal Name (First, Middle, Last) |
| 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 Fields 2.23, 2.25–2.29 | Hispanic Ethnicity Indicator and Race Codes |
| 15 | SINF Field 2.18 | Student Birth Date |
| 16 | Age | Calculated as Report As Of Date minus Birth Date |
| 17 | Part C to B Timeliness Status | Calculated using PLAN, MEET, and SWDS data (see rules below) |
| 18 | Non-Compliance Indicator | Y if status is overdue/late with specific delay codes |
| 19 | Days Overdue | Days since 3rd birthday (if applicable) |
| 20 | Days Until Overdue | Days until 3rd birthday (only if under age 3) |
| 21 | MEET Field 24.10 | Special Education Referral Date |
| 22 | MEET Field 24.12 | Initial Evaluation Parental Consent Date |
| 23 | MEET Field 24.13 | Special Education Meeting Date |
| 24 | MEET Field 24.14 | Pending As Of Date |
| 25 | MEET Field 24.15 | Meeting Delay Code |
| 26 | MEET Field 24.16 | Meeting Activity – Evaluation Type Code |
| 27 | MEET Field 24.17 | Meeting Activity – Plan Review Indicator |
| 28 | MEET Field 24.18 | Evaluation Outcome Code |
| 29 | MEET Field 24.19 | Parental Involvement Facilitation Code |
| 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 | PLAN Field 23.34 | Part C to B Transition Conference Date |
| 39 | PLAN Field 23.35 | Part C to B Transition Plan in IFSP Indicator |
| 40 | SENR Field 1.23 | Enrollment Status Code |
| 41 | SENR Field 1.22 | Enrollment Start Date |
| 42 | SENR Field 1.25 | Enrollment Exit Date |
| 43 | SENR Field 1.26 | Enrollment Exit Reason Code |
| 44 | SENR Field 1.27 | Student School Completion Status |