WV EARLY CHILDHOOD TRANSITION CHECKLlST
WV State Board Policy 2525 requires the use of this checklist to assist local agencies in supporting
children and families as they transition to and from a variety of settings: WV Birth to Three System, School
System/WV Pre K, Head Start and Child Care. The WV Pre K system includes children 4 years of age and
children 3 years of age with Individual Education Programs (IEPs). It identifies key
activities for such
transitions, some legally required and some reflecting effective practice (offered here as guidance). The user is
encouraged to consult specific federal, state, and local legal requirements for additional program procedures
beyond this checklist.
To use the checklist:
1. Select one (1) checklist per child, choosing the checklist(s) appropriate for the child’s situation. Enter
child/program information at the top of the page. (Note: The top section of each checklist is for all children.)
2. The checklist serves as a tool to track the completion of each activity and is part of the child’s record.
ALL CHILDREN & THEIR FAMILIES
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TRANSITIONING FROM THE BIRTH TO FIVE SYSTEM
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WV Birth to
Three System
(Ages Infancy to
3)
Early Head
Start
(Ages Infancy
to 3)
Head Start
(Ages 3 to 5)
Child Care,
Private Schools
& Other
Community
Settings
(Ages Infancy
through 5 &
older)
WV Pre K
(School System
and Community
Collaborative
Partners
[Ages 3 through 5
& older]) WV Pre
K is for children
with and without
IEPS
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TRANSITIONING TO
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Early Head Start WV Birth to
Three System
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WV Birth to
Three System
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or or
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or
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Head Start Head Start
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Early Head Start
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or or or
Child Care,
Private Schools
& Other
Community
Settings
Child Care,
Private
Schools &
Other
Community
Settings
Child Care,
Private
Schools &
Other
Community
Settings
Head Start
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Ð
or or or or or
WV Pre K
Children with
IEPs
WV Pre K
Children with
IEPs
WV Pre K
or
WV Pre K
or
Kindergarten
Kindergarten Kindergarten
WV Early Childhood Transition Steering Committee – Revised 2007
WV EARLY CHILDHOOD TRANSITION CHECKLIST
TRANSITIONING TO OR FROM CHILD CARE,
PRIVATE SCHOOLS OR OTHER COMMUNITY SETTINGS
CHILD _______________________________ PARENT _________________________________
DOB __________ AGENCY _____________________ CONTACT PERSON __________________
These activities are appropriate for ALL children transitioning TO or FROM ANY setting.
Date
Completed
Activity Timelines
Provide parents with information on programs and/or services
including enrollment requirements and registration (e.g., certificate of
live birth, immunizations, physicals, etc.).
Communicate with agency staff to facilitate continuity of programming
and/or services.
Provide transition related training to prepare staff
a) to follow appropriate procedures and
b) to support children and families in the transition process
c) to discuss strategies to help the child be successful
Provide training for parents regarding transition process and future
options. Include interagency partners in the training.
Involve parents in transition planning:
a) to advocate for children
b) to communicate with personnel in the next service setting
c) to discuss strategies to help the child be successful including
minimizing the number of settings in which a child receives education
and care services.
Plan activities to prepare child for the next service setting.
Arrange visits to the next service setting for children, families, and
staff from the sending program or service.
Coordinate with other agencies to transfer relevant records to next
service setting with an annual meeting to discuss how to facilitate
successful transition and curricula continuity.
Release demographic information/screening evaluation to the next
service setting with parental permission as necessary.
NOTES:
WV Early Childhood Transition Steering Committee – Revised 2007
WV EARLY CHILDHOOD TRANSITION CHECKLIST
TRANSITIONING FROM THE WV BIRTH TO THREE SYSTEM
CHILD _______________________________ PARENT _________________________________
DOB __________ AGENCY _____________________ CONTACT PERSON __________________
These activities are appropriate for ALL children transitioning TO or FROM ANY setting.
Date
Completed
Activity Timelines
Provide parents with information on programs and/or services
including enrollment requirements and registration (e.g., certificate of
live birth, immunizations, physicals, etc.).
Communicate with agency staff to facilitate continuity of programming
and/or services.
Provide transition related training to prepare staff
a) to follow appropriate procedures and
b) to support children and families in the transition process
c) to discuss strategies to help the child be successful.
Provide training for parents regarding transition process and future
options. Include interagency partners in the training.
Involve parents in transition planning:
a) to advocate for children
b) to communicate with personnel in the next service setting
c) to discuss strategies to help the child be successful including
minimizing the number of settings in which a child receives education
and care services.
Plan activities to prepare child for the next service setting.
Arrange visits to the next service setting for children, families, and
staff from the sending program or service.
Coordinate with other agencies to transfer relevant records to next
service setting with an annual meeting to discuss how to facilitate
successful transition and curricula continuity.
Release demographic information/screening evaluation to the next
service setting with parental permission as necessary.
For Children and Families Transitioning From WV Birth to Three System
Completed Activity Timelines
Conduct transition planning with parent. Add transition plan to
Individual Family Service Plan (IFSP).
At least 10 months
prior to 3
rd
birthdate.
Service coordinator contacts all appropriate “potential” receiving
agencies that family wants invited to a face-to-face transition-planning
meeting, in order to schedule, convene and facilitate a face-to-face
transition planning meeting for each child at least 90 days and no more
than 9 months prior to the child’s third birthday. It is important that the
service coordinator initiates contact early with invited parties that the
family wants to invite to the meeting, and attempts to schedule the
meeting at a time and place that will facilitate attendance of all parties.
Note: Face-to-face transition meetings are to be held for every
child at least 90 days before age three – even if the family does not
desire to invite the school system or any other agencies to the
meeting. The only exceptions are if families refuse to have such a
meeting.
Meeting at least 90
days and up to 9
months before third
birthday. Call to
schedule at least 1
month in advance.
A county board of
education designee is
required to attend the
90 day face to face
meeting for a child
transitioning from Part
C to special education
if requested by parent.
WV Early Childhood Transition Steering Committee – Revised 2007
For Children and Families Transitioning From WV Birth to Three System - continued
Ensure that families are informed of eligibility criteria, enrollment
procedures, and the notification and/or referral process for Part B and
other early childhood programs/services in the community, including
the need for a valid birth certificate and immunization records.
Send Notice of Face-to-Face Transition Planning Meeting form to all
IFSP team members, and other agencies/individuals who the family
selects to attend the meeting.
At least two weeks prior
to scheduled meeting
and earlier if possible
Obtain consent from parents for release of relevant information from
the child’s WV Birth to Three educational record and send to County
Board of Education when sending the Notice of Face-to-Face
Planning Meeting. Parent consent must be specific about which
documents are to be released as part of the transition packet.
Before sending notice of
the meeting or at any
other appropriate
juncture.
Remind other team members to be prepared to participate in the
completion of the Transition Summary Update form at the face-to-
face transition planning meeting or to send a summary of the child’s
current developmental status for the team’s consideration if not able
to attend the meeting face-to-face.
Prior to transition
meeting
Facilitate completion of the Transition Summary Update during the
face-to face transition planning meeting. Document discussion and
activities of the face-to-face transition planning meeting utilizing the
WV Birth to Three Teaming Activity note.
Provide all participants with copies of completed activity note and
Transition Summary Update.
Send copies within one
week of meeting.
Originals to the child
record.
If a Part B representative is not present at the meeting, and the family
desires a referral to Part B, the service coordinator will assist the
family to complete a letter of request for evaluation and will forward
that request to the County Special Education director or designee.
SC will document in child record.
During face-to-face
transition planning meeting.
For a written referral, the
county board of education
has 10 school days from
the receipt of the referral to
send the letter to obtain
written parental consent for
initial evaluation for a
preschool child.
Arrange for return of all Assistive Technology equipment/devices
provided by WV Birth to Three unless it has been determined that the
child continues to need the equipment. If the child needs the
equipment after age three, the service coordinator will revise the WV
Birth to Three Assistive Technology Loan Agreement to provide the
family with the toll free numbers of the RAU and the WV Birth to
Three State office in order to plan for return of the equipment to the
State when no longer being used by the child.
During transition
planning meeting –
document on activity
note and update loan
agreement.
Follow up with family (and other participants as appropriate) to
assure that activities identified during the face-to-face meeting are
completed.
Immediately after
meeting until child
transitions from BTT.
Complete the Transfer/Transition form, within 5 days of the child’s
exit from the WV Birth to Three System, recording all requested
information. If the date of the face-to-face meeting was less than 90
days before the child’s third birthday, be sure to include the reasons
for the delay.
NOTES: See Transition Policies and Procedures for complete transition requirements – online at www.wvdhhr.org/birth23 .
WV Early Childhood Transition Steering Committee – Revised 2007
WV EARLY CHILDHOOD TRANSITION CHECKLIST
TRANSITIONING FROM EARLY HEAD START/ HEAD START
CHILD _______________________________ PARENT _________________________________
DOB __________ AGENCY _____________________ CONTACT PERSON __________________
These activities are appropriate for ALL children transitioning TO or FROM ANY setting.
Date
Completed
Activity Timelines
Provide parents with information on programs and/or services
including enrollment requirements and registration (e.g., certificate of
live birth, immunizations, physicals, etc.).
Communicate with agency staff to facilitate continuity of programming
and/or services.
Provide transition related training to prepare staff
a) to follow appropriate procedures and
b) to support children and families in the transition process
c) to discuss strategies to help the child be successful.
Provide training for parents regarding transition process and future
options. Include interagency partners in the training.
Involve parents in transition planning:
a) to advocate for children
b) communicate with personnel in the next service setting
c) to discuss strategies to help the child be successful including
minimizing the number of settings in which a child receives education
and care services.
Plan activities to prepare child for the next service setting.
Arrange visits to the next service setting for children, families, and
staff from the sending program or service.
Coordinate with other agencies to transfer relevant records to next
service setting with an annual meeting to discuss how to facilitate
successful transition and curricula continuity.
Release demographic information/screening evaluation to the next
service setting with parental permission as necessary.
For Children and Families Transitioning From Early Head Start (Ages Infancy to 3) or Head Start (Ages
3 to 5)
Completed Activity Timelines
Initiate meetings to discuss developmental progress of individual
children among parents and professionals.
Early Head Start – at
least 6 months prior to
3
rd
birth date
Obtain from the parent consent/authorization for release of
information for a referral.
Mail within 10 days of
parent’s signature
Release relevant assessment, health records, etc.
Participate in Individual Family Service Plan (IFSP)/Individualized
Education Program (IEP) meeting.
NOTES:
WV Early Childhood Transition Steering Committee – Revised 2007
WV EARLY CHILDHOOD TRANSITION CHECKLIST
TRANSITIONING TO THE WV PRE K SYSTEM
(CHILDREN WITH DEVELOPMENTAL DELAYS)
CHILD _______________________________ PARENT _________________________________
DOB __________ AGENCY _____________________ CONTACT PERSON __________________
These activities are appropriate for ALL children transitioning TO or FROM ANY setting including
school settings for students with and without disabilities.
Date
Completed
Activity Timelines
Provide parents with information on programs and/or services
including enrollment requirements and registration (e.g., certificate of
live birth, immunizations, physicals, etc.).
Communicate with agency staff to facilitate continuity of programming
and/or services.
Provide transition related training to prepare staff
a) to follow appropriate procedures and
b) to support children and families in the transition process
c) to discuss strategies to help the child be successful.
Provide training for parents regarding transition process and future
options. Include interagency partners in the training.
Involve parents in transition planning:
a) to advocate for children
b) communicate with personnel in the next service setting
c) to discuss strategies to help the child be successful including
minimizing the number of settings in which a child receives education
and care services.
Plan activities to prepare child for the next service setting.
Arrange visits to the next service setting for children, families, and
staff from the sending program or service.
Coordinate with other agencies to transfer relevant records to next
service setting with an annual meeting to discuss how to facilitate
successful transition and curricula continuity.
Release demographic information/screening evaluation to the next
service setting with parental permission as necessary.
For Children & Families Being Referred for Transition to Special Education Services in the School
System: children ages 3 through 5 & older having or suspected of having a disability
Completed Activity Timelines
Contact (phone or letter) ALL families
for which the Child Find forms
are sent by the state WV Birth to Three system to the county boards
of education.
6 months prior to 3
r
d
birthdate (if transitioning
from WV Birth to Three)
If families are interested
in special education
services the county
designee should obtain
parental written consent
for initial evaluation.
Participate in meeting with parents and referring agency (example: 90
day face-to-face for WV Birth to Three or meeting with Head Start,
Child Care, Private School or Other Community Agency)
WV Early Childhood Transition Steering Committee – Revised 2007
WV Early Childhood Transition Steering Committee – Revised 2007
For Children & Families Being Referred for Transition to Special Education Services in the School
System: children ages 3 through 5 & older having or suspected of having a disability - continued
Completed Activity Timelines
Obtain written parental consent for initial evaluation. Written parental consent
can be obtained at the
90 day face to face
meeting OR by initiating
a written request for
evaluation to the county
special education
director or designee. An
IEP must be developed
and implemented by the
child’s third birthday
when transitioning from
Part C.
Review current evaluation data and determine evaluation data
needed. (Example: from WV Birth to Three or Head Start)
Counties can accept the
evaluation data from
other entities, if
appropriate
Conduct evaluation / assessment including involvement of other
agencies’ staff as necessary.
Within overall timelines
as noted above.
Schedule Eligibility Meeting and/or a meeting for both eligibility
determination and Individualized Education Program (IEP)
development.
Within overall timelines
as noted above.
Participate in Eligibility Meeting or Eligibility/IEP meeting. Within overall timelines
as noted above.
Schedule IEP team meeting (if not done as part of Eligibility Meeting). 30 calendar days
following Eligibility
Meeting (or by third
birthday for children
transitioning from WV
Birth to Three).
Conduct IEP team meeting with participants.
NOTE: Follow guidelines assuring parental participation as outlined in
2419. (State Department of Education Regulations for the Education
of Students with Exceptionalities)
Determine the Least Restrictive Environment (LRE) as outlined in
Policy 2419.
NOTES: