Re-Evaluation / Eligibility Opening — Required Sequence
Source emails:
- "Sped Info" — Shannon Flaherty, 2025-01-09 (primary)
- "Sped Reminders" — Shannon Flaherty, 2025-02-20 (re-emphasis)
Applies to: Triennials, reopening to consider additional services, OR potential exits — whatever the reason, the order below is required.
The required order (do not skip steps)
- Part B Referral
- Parent Acknowledgement Letter (auto-generates after the Referral — verify and finalize)
- AED (Analysis of Existing Data)
- Parent Consent for Initial / Reevaluation
Shannon: "If the Referral is not done first, there will be issues with creating an eligibility determination report."
Shannon (Feb 2025): "When you are opening a triennial, you must do a Part B Referral and Parent Acknowledgement Letter before creating an AED. Failure to complete those 2 steps will prevent moving beyond the AED."
Step-by-step details
1. Part B Referral
The referral that triggers the rest of the eligibility flow. Must come first.
2. Parent Acknowledgement Letter
- Auto-generates once the Part B Referral is done.
- You don't have to draft it — just verify and finalize it.
3. AED (Analysis of Existing Data)
Open AED only after steps 1–2 are complete. Otherwise the system will block you.
4. Parent Consent for Initial / Reevaluation
- Required whether or not additional testing will be done.
- Must be signed.
- When creating the consent form, check the "Parent will sign a paper copy" box — unless you are very confident the parent can and will provide a digital signature in the desired format.
- Once signature is obtained, attach the form to the Consent document in SP (Special Programs / SPSM).
Common pitfall
Trying to open AED before the Part B Referral + Acknowledgement Letter are complete. The system blocks you, and you'll have to back out and re-do.
When the eligibility report won't generate properly
The most likely cause is that the Part B Referral was skipped or done out of order. Check that first before troubleshooting other angles.
Why the order matters
The eligibility determination report is generated based on data from the Referral. Without the Referral first, the report builds incorrectly or won't build at all.