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WSD #103 10/21/2010 lp
Introduction to EVALUATION
The goal of a special education evaluation is to consider eligibility for special
education and to identify significant barriers to the education of the disabled
child. Regardless of the child’s identified category, or categories, of eligibility, the
law requires that services be provided in all areas of significant educational
impact. Therefore, the evaluation determines not only who gets an IEP, but also
clarifies exactly what areas of need must be addressed in that IEP.
An evaluation is technically defined as “procedures used to determine whether
the student is disabled, and the nature and extent of the special education and
related services that the child needs”. The evaluation must address all areas of
suspected disability for each student. For children with limited English proficiency,
tests and procedures are administered that measure the extent to which the child
has a disability and needs special education, rather than merely measuring the
child’s English language skills. In interpreting evaluation data, the IEP team will
draw on information from a variety of sources, including the parents, and ensure
that all information is documented and carefully considered.
Parents have several key roles in the evaluation process. Parents must be invited
to participate in all decisions that may affect their child’s education. In planning
and completing an evaluation, parents must be informed of any referral of their
child (Form R), and invited to be team members when
• considering a referral for special education evaluation
• determining the evaluation plan (types of assessments to be
completed)
• obtaining consent to evaluate
• completing assessments, including identification of the student’s
strengths and interests, and completion of developmental history and
rating scale measures.
Pressure is sometimes exerted by parents or regular classroom teachers to test,
identify, and provide services to a student who does not technically qualify for
special education. Special education eligibility is not always the panacea for
every student, and special education services cannot be truly effective for
students with documented disabilities if group sizes are significantly increased due
to inappropriate eligibility decisions. We have a statutory responsibility not to label
students as disabled unless they truly meet eligibility requirements and need
specially designed instruction. It is also our responsibility to effectively advocate
for students who truly are disabled, even in the face of parent denial. In each of
these difficult scenarios, you need to rely on your background in special
education and your relationship with the parents and classroom teachers to
negotiate a plan that will benefit each student and preserve a positive
relationship with parents and staff. It is typically very helpful to focus on student
needs and brainstorm ways to meet those needs in order to reach consensus.
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WSD #103 10/21/2010 lp
OVERVIEW OF EVALUATION PROCESS Evaluation in educational settings is a process involving far more than the
administration of a given test or tests. Assessment is an evaluative, interpretive
appraisal of objective data, gathered from observations, parent and teacher
interview, records review, work samples, responses to intervention and
standardized tests, which is used to:
� determine a student’s current level of functioning, including the student’s
strengths and weaknesses;
� determine whether a student meets the criteria for a disability
� determine whether a student is in need of special education and related
services;
� provide information for developing an Individualized Education Program
(IEP).
Responsible Assessment Each specialist conducting assessments has the responsibility to assure that
techniques employed are conducted and interpreted in a non-discriminatory
manner drawn from a variety of sources, including the student’s parent(s), using
the criteria below as guidelines:
Assessment instruments are:
� used in accordance with recognized professional standards;
� appropriate for students with impaired intellectual, sensory, physical, or
communicative skills;
� appropriate for student’s age, socio-economic and cultural
background with exceptions noted;
� administered in the student’s primary language;
� administered, if possible, at the school the student attends;
� appropriate and limited to specific areas of concern.
Specialists administering assessment procedures:
� are knowledgeable about local culture, language, and social patterns
and practices;
� have knowledge of the norm group for norm-referenced tests;
� have knowledge of the reliability and validity of any standardized
instruments;
� include in their interpretation of results any degree and type of potential
discrimination of the instruments employed during the assessment
process;
� consider the possibility of bias in assessment whenever results are
significantly different from reports of the student’s functioning in different
settings;
� employ multiple instruments and observations (including parent input) in
order that interpretation and decisions are not based on the results of a
single instrument, test score, observation, or report.
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WSD #103 10/21/2010 lp
EVALUATION AND REEVALUATION PLANNING
� The team (including the parent) will review existing evaluation data, including
evaluations and information provided by the parents of the child, current
classroom-based assessment and observations, student responses to
intervention, and teacher and related service providers’ observations. This
must be completed 60 school days from the due date of the 3 year
reevaluation.
� On the basis of that review and input from the child’s parents, the team will
identify what additional data, if any, are needed to complete a
comprehensive evaluation in all areas of concern. If a re-evaluation complete
a Re-evaluation Planning Form to document whether or not further evaluation
is required. (see Overview of Re-Evaluation for further details)
� The Evaluation Planning (IEP) team will assure that assessment tools and
strategies provide relevant information that assists in determining the
educational needs of the child, not just eligibility for special education.
� The assessment will include information related to enabling the child to be
involved in progress in the general curriculum.
� At the time of parent consent for evaluation the Special Education Evaluation
Tools Checklist will be completed which identifies and describes what
assessments will be used in the evaluation. Parent will initial next to each
assessment to be used. This form is to be attached to the Prior Notice and
Consent for Evaluation form and must be presented in the parent’s native
language in addition to the English form for the file.
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WSD #103 10/21/2010 lp
INITIAL EVALUATION PROCEDURES
The district is required to have a team conduct a full and individual initial
evaluation before the initial provision of special education and related services to
a child. The initial evaluation shall consist of procedures to determine:
1. Whether the child has a disability; 2. The educational needs of a child with a disability; and 3. The present levels of academic achievement and related
developmental needs.
Required Parent Consent and Input The district shall obtain an informed consent from the parent* prior to conducting
the initial evaluation. A Prior Notice and Consent for Evaluation form will be
completed by the Special Education Case Manager. Parents will be informed of
the areas in which evaluation procedures, assessments and/or tests may be used.
The evaluators may designate tests they intend to use during the evaluation, but
that shall not limit the discretion of evaluators in selecting test instruments that
address areas of concern uncovered during the course of the evaluation. The
Special Education Evaluation Tools Checklist will document what assessments will
be used in the evaluation. Parents will be notified of any changes in the
assessment tools used and a Prior Notice of Special Education Action form will be
completed indicating the changes of assessments. All Prior Notices will be in
parent’s native language (with a copy in English as well). If the parents refuse
consent for the evaluation, the District may continue to pursue an evaluation
through mediation and/or due process procedures. (This would be extremely
unlikely, since the District is prohibited from filing due process to compel a parent
to consent to Prior Notice and Consent for Initial Provision of Special Education
Services.) After the consent is signed by parent, it will be sent along with the
appropriate referral form(s), checklist of tools and Red Zone documentation to the
Office of Student Services Director to be processed.
• Woodburn SD Evaluation Referral Form: to be used for the following
evaluations – Intellectual Disability, Communication Disorder (including the
communication piece for autism, which means both referral forms will need
to be used), Emotional Disturbance, Traumatic Brain Injury, Other Health
Impaired, Specific Learning Disability
• WESD Regional Services Referral Form: to be used for the following
evaluations – Hearing Impairment, Vision Impairment, DeafBlindness,
Orthopedic Impairment and Autism Spectrum Disorder (Communication
portion done by district staff using the Woodburn referral form).
Originals will be sent back to the Learning Specialist. Team is expected to begin
evaluation at time of written consent.
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WSD #103 10/21/2010 lp
Several suspected disability areas require medical input. This information is not
only a legal requirement for these suspected disability conditions, but provides
important information in the confirming or denying medical impact upon the
child’s educational performance. A Medical Statement or Health Assessment
form is provided for this purpose. It is essential that parent signature be obtained
for Permission to Release and Obtain Information form, so that the case manager
can obtain this information from the health provider prior to the eligibility meeting.
In an effort to gain systematic information and data from parents contributing to
the evaluation, the Developmental History Form will be distributed to parents at
the time of pre-referral by school SIT team. If it has not been completed then the
case manager should have the SIT complete this data collection tool before
moving forward with Consent for Evaluation. The purpose of this form is to provide
parent input directly into the evaluation, either through written or interview
procedures. This input from parents is an important and required component of
the evaluation.
Required Teacher Input
The IDEA requires input from the student’s regular classroom teacher to address
the impact of the suspected disability on the student’s ability to function in the
general curriculum. Typically, this information should be found in the Red Zone
documentation, if not the Regular Classroom Teacher Checklist is provided as a
resource to document this important information.
Procedures for Evaluating for Specific Learning Disability
For initial evaluations, our district uses a process of Patterns of Strengths and
Weaknesses when evaluating for a Specific Learning Disability. This will be
discussed further in the Eligibility section of this manual.
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WSD #103 10/21/2010 lp
INITIAL EVALUATION
SUMMARY OF KEY POINTS…
♦ The evaluation planning team and the other qualified professionals, as appropriate,
shall review existing information and concerns about the child, including:
◊ Evaluations and information provided by the parents;
◊ Current classroom-based assessments and observations;
◊ Teacher observations;
◊ Student Response to Interventions
♦ On the basis of that review, and input from the child’s parents, the IEP will determine
whether the concerns warrant an evaluation and, if so, what measures are needed to
evaluate all areas of concern and determine:
◊ Whether the child meets eligibility requirements in one or more disability categories;
◊ The present levels of academic achievement and related developmental needs of
the child;
◊ Whether the child needs special education and related services;
◊ Whether any accommodations or modifications are needed to meet IEP goals and
◊ To participate, as appropriate, in general curriculum.
♦ If an evaluation has been requested by the parent and the team decides there is no
compelling reason to initiate an evaluation, the team rationale must be carefully
documented and Prior Notice of Special Education Action must be provided to the
parent.
♦ The assessment team shall administer such tests and other evaluation materials as
determined necessary by the evaluation planning team. Assessments will be recorded
on the Special Education Evaluation Tools Checklist. This includes gathering
documentation, such as medical statements, records reviews, and hearing and vision
screenings, to consider whether the student meets ALL eligibility requirements in each
area of concern prior to the eligibility meeting.
♦ Informed consent shall be obtained from the parents prior to conducting an initial
evaluation. An eligibility meeting must be convened within 60 school days* after
consent to evaluate is signed.
♦ Parent signature shall be obtained on the Permission to Obtain and Release
Confidential Information Form whenever medical or other agency information is
essential to a comprehensive evaluation.
♦ The assessment team will gather Developmental History, if not already completed by
the school SIT Team information from the parent, as well as a description of the parents
concerns and the student’s strengths and interests.
♦ The assessment team will gather information from regular education teachers
regarding the student’s ability to progress in the general curriculum (from the Red Zone
Documentation or Regular Education Teacher Checklist)
♦ The 60 school day timeline does not apply if (1) the parent repeatedly fails or refuses to produce the student
for the evaluation, or (2) the student transfers into Woodburn after the consent for evaluation was signed and
prior to the eligibility meeting in another district as long as Woodburn ensures prompt completion of the
evaluation and the parent and district agree to a specific time when the evaluation will be completed (Written Agreement Between Parent and the District: Completion of Evaluation of Transfer Student.)
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WSD #103 10/21/2010 lp
OVERVIEW OF REEVALUATION
Reevaluation is conducted at least every three years following the
establishment of initial eligibility, to re-determine eligibility under one or more
disability categories and the student’s need for special education. It may
include administration of standardized tests or checklists, and/or the
collection of data from continuous direct measurement of student progress
or performance and information provided by the parent(s) and classroom
teachers. The process of reevaluations may be conducted:
� Whenever there is the potential for changing a student’s eligibility;
� When a significant change in student performance warrants a reappraisal
of educational or related service needs, including improved academic
and functional performance.
� Every three years for the required formal process to reestablish a student’s
eligibility and to determine if a student continues to need special
education services, unless the parent(s) and district agree that no
reevaluation is needed.
� When a child’s parents or teacher request a reevaluation. (The case
manager must provide Prior Notice of Special Education Action whenever
the team refuses to initiate an evaluation requested by a parent.)
Reevaluations may not occur more frequently than once a year unless the
parent(s) and district agree.
When planning a reevaluation, the IEP team and other qualified professionals, as
appropriate, must determine whether additional data is or is not needed to
determine that the child continues to evidence a disability and to need special
education. A Re-Evaluation Planning Form is provided to assist in this review and
decision making process. Based on this review, the parent and district may agree
that current information provides sufficient data and that new testing is not
needed to complete the reevaluation. This form documents the Written
Agreement between the Parent and District if no further evaluation is required, so
no other documents are needed and the team may move directly to Eligibility
Determination. If further evaluation is required, the team obtains parent consent
for evaluation.
It is typically in the best interests of district assessment personnel and the student
to make the triennial reevaluation as simple and non-repetitive as possible. In
other words, the functional, on-going student progress data, including statewide
and district-wide assessment results, collected during provision of special
education services over the past three years is typically considered more
pertinent and relevant than standardized testing. Given good functional
information to determine continuing eligibility and development of the IEP, then,
the district has a preference for using this information and not conducting an
additional evaluation. If new testing is not needed, the Statement of Eligibility
will be completed using previous testing dates, current dates when previous test
results were reviewed, and the dates recent functional assessments were
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WSD #103 10/21/2010 lp
REEVALUATION FLOW CHART
Student is due for triennial reevaluation; IEP team feels the student requires a
reevaluation for programming purposes; not more frequently than once a year.
Evaluation Planning team, including parents, determines which testing, if any, is required
to conduct the reevaluation using the Re-Evaluation Planning Form 60 school days prior to
3 year reevaluation due date.
No testing required Only testing required
does not include
personality or
intelligence testings.
Team determines need
for personality and/or
intelligence testing.
Proceed to Eligibility
Determination Complete Prior Notice and Consent for Evaluation Notice form. Check “To reevaluate”
box.
Complete Prior Notice and Consent for Evaluation Notice form. Check “To reevaluate” box.
Under the title “Consent
for Evaluation” check the
third box under “We
request your consent
because…”.
Under the title “Consent
for Evaluation”, check the
second box in the left
column.
Seek parent consent.
Document three
attempts.
Seek Parent consent.
Document three
attempts.
Complete evaluation
within 60 school days of
consent.
Complete evaluation
within 60 school days of
consent.
If no response in 10
days, conduct evaluation.
The personality and/or
cognitive testing cannot
be conducted without
parent consent.
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If no response in 10 days,
observations, academic
and communication testing
may begin
WSD #103 10/21/2010 lp
OVERVIEW OF STUDENT PROGRESS ASSESSMENT Continuous assessment is an ongoing measurement of actual student functioning and the
recording of behavior and performance relevant to that functioning. The use of such a
system results in the IEP objectives being based on the direct measurement of student
performance. Thus, interventions may be readily changed and the IEP evaluated easily.
Two types of measurement formats are described below and may be helpful for annual
reviews of specific IEP objectives, as well as for gathering data to determine whether a
student might qualify for extended school year services.
1. Performance Measurement is designed to assess how a student’s behavior
changes on a single task over a period of time. Direct observation and
recording of student academic and social behaviors are the essential
ingredients of performance measurement. These behaviors may be measured
and depicted in terms of rate (frequency), accuracy (mastery), duration
(period of time), latency (period before response), or intensity (degree),
dependent upon what is being measured and what decisions need to be
made. A performance measurement system includes seven major steps:
� Selection of an academic or social target behavior;
� Baseline measurement and recording of the target behavior;
� Implementation of an intervention;
� Continuous measurement and recording of the target behavior;
� Display of the data;
� Interpretation and analysis of data on which to base decisions regarding
interventions;
� Implications of changes based on the data;
� Relationship of the data to performance on the general curriculum.
2. Progress Measurement is designed to assess the student’s mastery of a set of
sequenced objectives or tasks. The objectives with a criterion for mastery are
usually linked to a curriculum. Two approaches can be used to implement a
student progress measurement system.
� One approach is the measurement of a student’s progress in a published
curriculum. Progress might be indicated by the number of pages read,
number of unit tests mastered at 80%, etc.
� The other approach concentrates on a task analysis of the target behavior.
For example, the behavior brushing teeth may be broken into ten sub-steps.
In this approach, the teacher would then monitor the number of sub-steps
the student successfully completes in a sequence.
� Relate this progress to the student’s ability to perform general curriculum
tasks in the regular classroom.
Special education students are required to take appropriate statewide and district-wide
assessments. This performance data should be included in any discussion of student
progress, continuing eligibility or IEP development.
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WSD #103 10/21/2010 lp
EVALUATING ENGLISH LANGUAGE LEARNERS
On many occasions students with diverse language and cultural backgrounds are
referred for a special education evaluation. Many referrals for students with
diverse language and cultural backgrounds can lead to inappropriate referrals for
special education evaluations. It is important to gather further information
specifically around the diversities present in order to get the most accurate
information possible. It will be important to invite the building bilingual coordinator
into the evaluation process in gathering of information.
In addition to the cumulative file review, intervention log, and parent input the
following information must be gathered before a special education evaluation
can be made:
• Documented record of Language Scores in English and native language
from language assessments - Woodcock Munoz in English and Spanish
(required to happen at the beginning of the SIT Red Zone), and the English
Language Proficiency Assessment (ELPA)
• Work samples in both English and native language. This information
collected will insure a more detailed synopsis of students with diverse
language and cultural backgrounds and lead to more precise interventions
and / or special education evaluation referrals.
• Completed PreReferral Review for Diverse Learners Form (as appropriate)*
• Completed Acculturation Quick Screen (AQS) Form (as appropriate)*
• Completed Sociocultural Resiliency Checklist Form (as appropriate)*
• Completed Classroom Language Interaction Checklist Form (as
appropriate)*
*While not all of these tools are required, they are highly recommended for use
and analysis to determine the specific needs of culturally diverse students.
When evaluating English Language Learners Woodburn School District will ensure
that:
� Tests and other evaluation materials used to assess a student:
� Are selected and administered so as not to be racially or
culturally discriminatory;
� Are provided and administered in the student’s native
language or other mode of communication unless it is clearly
not feasible to do so and;
� Materials and procedures used to assess a student with limited
English proficiency are selected and administered to ensure
that they measure to the extent to which a student has a
disability and needs special education, rather than measuring
the student’s English language skills
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WSD #103 10/21/2010 lp
SUMMARIZING EVALUATION
In summary, the term EVALUATION may refer to initial evaluation, reevaluation,
and student progress assessment. Initial evaluation and reevaluation include
the administration of norm-referenced or criterion-referenced standardized or
non-standardized tests and data from continuous assessment and/or direct
observations.
� All evaluations require parental notification and, when testing is needed,
written consent before procedures commence, with the following
exceptions:
• When standardized tests listed under Evaluation Procedures on the
goals and objectives page of the IEP are administered as part of
continuous assessment, parental consent is not required.
• When, after reasonable attempts to gain consent for a reevaluation
have been made, parents have not responded, observations,
academic, and communication testing may proceed.
� Written parental consent is always required prior to administering tests of
intelligence or personality.
� Written parental consent is not required for functional student progress
assessment.
� The Re-Evaluation Planning Form is required when determining whether
further testing is required for a 3-year evaluation. It stands as the Written
Agreement when the team determines that no new testing is needed for a
reevaluation.
� Evaluations must be completed and an eligibility meeting scheduled within
60 school days of obtaining parent consent for the evaluation unless:
• The student attends a new school district after consent is given but
before the evaluation is conducted. (See Transfer section.)
• The parent fails to, or repeatedly refuses to, produce the student for
evaluation.
� Reevaluations must occur at least once every three years, unless the parent
and district agree that the reevaluation is unnecessary. Re-evaluations may
not occur more frequently than once a year, unless the parent and the district
agree otherwise.
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WSD #103 10/21/2010 lp
OVERVIEW OF INDEPENDENT EDUCATIONAL EVALUATION (IEE)
SUMMARY OF KEY POINTS…
� The parent has the right to an IEE at public expense if they disagree with an
evaluation conducted by the school district, and comply with district
criteria for IEEs;
� All IEE requests will be referred to the Director of Special Services;
� The Director will provide the parents, on request, information about where
an IEE may be obtained;
� The District may initiate a hearing to show that its evaluation is appropriate.
If the final decision of the hearing is that the evaluation is appropriate, the
parents still have a right to an IEE, but not at public expense;
� The IEE must be considered, by the school, in any decision made regarding
FAPE;
� The IEE results may be presented at a hearing;
� If the hearing officer requests an IEE, the IEE must be at public expense. In
this situation, the requirements of the evaluation must be the same as when
the district initiates an evaluation.
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WSD #103 10/21/2010 lp
Criteria for Independent Educational Evaluations Woodburn School District #103
1. Parents of children eligible for services under the Individuals with Disabilities
Education Act (IDEA, at 20 U.S.C.A. 1401, et seq.) are entitled to an
Independent Educational Evaluation (IEE) of their child if the parent
disagrees with an evaluation obtained by Cascade School District. 34
C.F.R. 300.502(b). The IEE must be requested within six months of the
completion of the district’s evaluation. All such requests shall be referred to
the Director of Special Services.
2. An IEE is defined as an evaluation conducted by a qualified examiner who
is not employed by the school district responsible for the education of the
child in question. 34 C.F.R. 300.502(a)(3)(I).
3. Parents may obtain an IEE at the expense of the school district or at their
own expense. As stated above, the right to request an IEE is dependent
upon a parent’s disagreement with an existing evaluation performed by
the District. If Woodburn School District has not performed its own
evaluation in a particular area of disability, the parent does not have a
right to an IEE with respect to that area until after the District performs an
assessment in that disability area. Only one IEE may be funded for each
evaluation obtained by the District. In addition, parents may be asked to
explain what areas of the District’s assessment they disagree with, but are
not required to answer specifically as a pre-condition to District funding of
the IEE.
4. If Woodburn wishes to deny a request for a district-funded IEE, it must
initiate a special education due process hearing within a reasonable time
to show that the evaluation objected to by the parent is appropriate. If the
final decision of the proceeding is that the district evaluation is appropriate,
the parents still have a right to an IEE, but not at district expense. 34 C.F.R.
300.502(b)(2)(I) & (b)(3).
5. The results of an IEE, whether funded by the parents or the District, shall be
considered by the IEP Team within 30 school days of receipt of the IEE
report, in any decision made with respect to the provision of a free
appropriate public education to the child, and may be presented as
evidence at a special education due process hearing regarding that child.
34 C.F.R. 300.502(c)(1). The fact that an IEP Team reviews and considers an
IEE, however, does not automatically render Woodburn School District
liable for the costs of such evaluation.
6. If a special education hearing officer requests an IEE as part of a hearing,
the evaluation must be funded by the school district. 34 C.F.R. 300.502(d).
7. Without unnecessary delay after the request for a district-funded IEE is
received, the Director of Special Services will provide the parents with a list
of 3-5 professionals qualified to perform the IEE. Parents do
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WSD #103 10/21/2010 lp
not have to choose any of the listed professionals. If they choose to have
the IEE performed by a professional outside the district-approved list, the
criteria specified below in paragraph 8 will apply. Arrangements for the IEE
will be undertaken by the District.
8. Whenever an IEE is to be funded by the school district, the criteria under
which the evaluation is to be obtained must be the same as the criteria
which the district uses when it initiates an evaluation itself. 34 C.F.R.
300.502(e). The following criteria shall be applied to parent-requested IEEs
at school district expense:
a. The district limits the travel distance to obtain an IEE to the general local
geographic area (not more than 100 miles from the district).
b. The district will only pay a reasonably comparable rate for IEEs (not
more than 30% above the average cost of comparable district-initiated
evaluations.)
c. The qualifications of the evaluators chosen to perform IEEs must
comport with the qualifications required of evaluators chosen by the
district for district-initiated evaluations, in accordance with all
applicable Federal regulations, state laws, and state regulations.
For example, qualified evaluators must
• be a Licensed psychologist, psychiatrist, speech/language
pathologist, or special education teacher;
• have previous experience evaluating students of similar ages and
with similar concerns; and
• be able to provide evaluation that addresses all Oregon
Department of Education required criteria for special education
eligibility.
9. If a parent obtains an IEE that does not comply with the above criteria, the
district may refuse to reimburse the parent for the costs of the IEE. This result
may be avoided if the parent contacts the Director of Special Services prior
to obtaining an IEE, and allows the district to undertake the necessary
arrangements to perform the IEE in accordance with these criteria.
10. An IEE that does not comply with all criteria set forth above will only be
funded by the district if the parent is able to show the district that
extraordinary or unique circumstances exist that call for an exception to be
made. A final decision in such a situation shall be made by the district on a
case-by-case basis, in light of the child’s existing evaluation data and other
relevant information.
11. If approved, payment for the evaluation will be made directly to the
independent evaluator, following receipt of the evaluation report. The
independent evaluator must agree to provide an original typed report to
the District within thirty (30) calendar days from the date that the IEE is
approved by the District, unless the evaluator and the District agree
otherwise due to unusually compelling circumstances.
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WSD #103 10/21/2010 lp
12. Assessment protocols must be made available for District review,
and the report must contain original signatures, as well as the titles of all
assessment personnel involved in the evaluation. The report must
also comply with all requirements of state and Federal regulations (the
District will provide assistance with these matters, as necessary). An
agreement by an independent evaluator to perform an IEE obligates the
evaluator to comply with these requirements, which shall be
communicated to the evaluator prior to the IEE appointment date. The
District may deny payment for an IEE report that does not meet the above
requirements.
13. District funding of an IEE may also include reasonable related costs, such as
transportation costs at the District rate, upon approval of the District. If
necessary, the District may provide funds for these expenses prior to the IEE
appointment(s), or the District can reimburse these expenses after the
appointment(s).
14. A District agreement to waive a portion of the above requirements or
criteria in any particular case should not be interpreted to mean that the
District will not impose that requirement or criterion in other or subsequent
cases.
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WSD #103 10/21/2010 lp
Prior Notice about Evaluation/Consent for Evaluatio n
Dear Date Student Name: has been referred for an evaluation. The Team is proposing the following: � To evaluate your child. � To reevaluate your child.
� Based on a review of existing information, no additional evaluation data are needed to determine if your child is or continues to be eligible for special education services or to determine your child’s educational needs.
Reason: Reason: If you disagree, you may request an assessment.
This proposal is based on the following evaluation procedures, tests, records or reports: Other options we considered were: We decided against these options because: Any other factors considered by the team: Sincerely, __________________ Name/Title Phone Parents of a child with a disability have protection under the procedural safeguards. For a copy of the procedural safeguards or assistance in understanding this information, please contact the person named above.
Consent for Evaluation We request your consent because: � This is an initial evaluation and will be used to determine whether your child is a child with a disability
and to determine special education needs. � This evaluation will include intelligence or personality testing.
� This is a reevaluation and will be used to decide your child’s continued eligibility and/or education needs. (Except for tests of intelligence and personality, if you do not respond to a request for written consent for a reevaluation, that evaluation may be conducted without your consent.)
We plan to use the following evaluation procedure(s ), assessments and/or test(s):
If the evaluation includes release of student educational records requiring parental consent, the “Records Release Form(s),” dated _______________, identifies the records to be released and to whom.
---------------------------------------------------------------------------------------------------------------------------- � I give my consent for the evaluation or re-evaluation. I understand my consent is voluntary and may be revoked for any evaluation or reevaluation that has not yet been conducted. � I refuse consent for the evaluation. Signature (Parent/Guardian/Surrogate Parent) Date (mm/dd/yyyy)
� For initial evaluations, a copy of the Notice of Procedural Safeguards has been given to the parent.
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Prior Notice about Evaluation /Consent for Evaluation This form is used to:
• Provide written notice and document written parent consent (or refusal) for an initial evaluation or reevaluation.
• Provide written notice to the parent that the team determined that no additional
evaluation data is necessary to determine that the child continues to be eligible for special education services or to determine the student’s special education needs, and to inform the parent that the parent may request an assessment.
• Obtain and document parent consent for an evaluation that will include individual
personality or intelligence testing;
• Tell the parent in writing what evaluation procedures, assessments or tests will be used.
• Citations: 20 USC § 1414 and 1415(b); 34 CFR 300.300, 300.302 and 300.503; OAR 581-015-2090, 2095and 2310.
Directions:
1. Enter the month, day, and year the form is completed.
2. Enter the name of the parent, guardian, or surrogate parent.
3. Enter the child’s name.
4. Indicate the intent of the team (to evaluate, reevaluate, or not to complete further testing), and indicate the reason(s) for this action.
5. Describe any screening, evaluation procedures, tests, records and reports used to make
this decision.
6. Describe any other options that the team considered prior to this action.
7. Explain why the options were rejected.
8. Describe any other factors relevant to the decision.
9. Sign and date the notice part of the form.
10. In the consent box, check the relevant boxes indicating the type of evaluation planned.
11. List and describe the specific evaluation procedures, assessments or tests the team plans to use, or describe the type of tests to be used (may attach a separate sheet with this information).
12. If the evaluation includes release of records requiring parent consent, attach “Records
Release Form(s)” that identifies the records to be released, and to whom. Enter the date of the release form on the consent form as a cross-reference.
13. Ask the parent to check the appropriate box, and sign and date the form.
Note: If the parent signs refusal or refuses to respond in writing at all, document the district’s reasonable attempts to get parent co nsent, such as detailed records of phone calls, correspondence (including emails), mee tings, home visits, etc.
a. For an initial evaluation or reevaluation, if the parent refuses consent, the district may
not conduct the evaluation. b. For a reevaluation, if the parent does not respond after the district’s reasonable
attempts to get consent, the district may conduct the evaluation as long as it does not include intelligence test or test of personality.
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14. For initial evaluations, give the parent a copy of the Notice of Procedural Safeguards (parent’s rights booklet) and check the box that you have done so.
WOODBURN SCHOOL DISTRICT Special Education Evaluation Tools
Checklist When an assessment for determining eligibility for Special Education services is desired, please:
1. Write, “See Attached Checklist” on the Consent of Evaluation Form. 2. Check the box next to all of the assessment(s) tools from this list that will be used. 3. If an assessment will include a measure or procedure that is not on this checklist,
write the name of the Assessment as well as a brief description of what it measures beside “OTHER” at the end of the appropriate section.
4. Have the parent initial each blank next to assessment(s) that are checked. 5. Have parent sign Consent. 6. Attach Consent and assessment checklist to referral form and send to District Office. 7. Give a copy to parent of the checklist with a copy of consent.
Student Name: _________________________________ Date: ___________________________ Evaluation Procedures:
_____ Developmental and Mental Health: Information provided by parents from questionnaires.
_____ Educational File Review: All documents in the student’s educational file will be reviewed.
_____ Observations: Observation(s) of the student at school, at home, or another setting to assess needs.
_____ Parent Interview: An interview with parents by one or more specialists to facilitate the evaluation.
_____ Student Interview: An interview with student by one or more specialists to facilitate the evaluation.
_____ Teacher Questionnaire: Information provided by teacher(s) about student’s work and behavior.
_____ Work Samples: Samples of student classroom work will be reviewed. Academic Achievement and Perceptual Skill Assessments:
_____ Batería Woodcock-Muñoz Aprovechamiento-Third Edition: Spanish academic reading, writing, &
math assessments. _____ Beery-Buktenica Developmental Test of Visual-Motor Integration (VMI):
Developmental measure of visual motor integration.
_____ Jordan Left-Right Reversal Test-Revised (JLRRT-R): Assesses reversals of letters, numbers, words,
and detects visual reversal problems in children 5-12 years old. _____ Kaufman Tests of Educational Achievement – Second Edition (KTEA-II):
Measures academic skills. _____ Test of Auditory Processing Skills, Revised (TAPS-R): Measures auditory
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_____ Test of Early Math Ability - Third Edition (TEMA-3) : Assesses early math skills of 3-7 year olds.
_____ Test of Early Reading Ability - Third Edition (TERA -3): Assesses early reading skills of 3-9 year olds.
_____ Test of Written Language - Third Edition (TOWL-3): Assessment of writing skills for children.
_____ Test of Early Written Language (TEWL): Assessment of early writing skills for children ages 3-7.
_____ Test of Written Spelling- Second Edition (TWS-II): Assessment of spelling. _____ Wechsler Individual Achievement Test (WIAT II): Academic assessment of
reading, math, writing, spelling, listening comprehension and oral expression.
_____ Woodcock Johnson Tests of Achievement, Third Edition (WJ–III): Academic reading, writing & math
assessments. _____ Woodcock Munoz Language Survey (WMLS): Overall measure of
cognitive-academic language proficiency (CALP) usually administered in both English and Spanish.
_____ Other: (list test name) ________________________________________________________________
Adaptive Behavior Assessments:
_____ Adaptive Behavior Assessment System, Second Edition (ABAS-II): Assesses adaptive behavior.
_____ Other: (list test name) ________________________________________________________________
Autism Spectrum Disorder and/or Asperger’s Disorder Assessments: _____ Asperger’s Syndrome Diagnostic Scale (ASDS): Measure designed to
identify individuals’ ages 5-18 who manifest characteristics of Asperger’s Syndrome.
_____ Autism Diagnostic Observation Schedule (ADOS): Semi-structured assessment designed to
identify individuals with autism or other pervasive developmental disorders. _____ Australian Scale for Asperger’s Syndrome: Questionnaire designed to
identify behaviors and abilities indicative of Asperger’s Syndrome during primary school years.
_____ GiIliam Autism Rating Scale (GARS): Behavioral checklist to identify persons with autism.
_____ GiIliam Asperger’s Disorder Scale (GADS): Behavioral checklist used in the diagnosis of Asperger’s.
_____ Social Cues Questionnaire: Informal interview that elicits responses about non-verbal social and
environmental information in school settings. _____ School Assessment Rating Scale (SARS): An Australian scale used to
identify behaviors and abilities consistent with Asperger’s Syndrome in primary school aged
children. _____ School Social Skills Rating Scale: Assesses school related skills which are
based on student behavior. _____ Social Interaction Checklist-Elementary: Rating of elementary school age
student social interactions. _____ Social Interaction Checklist-Secondary: Rating of secondary school age
student social interactions.
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Student Communication Rating Form: Rating of student communication, based on student behavior.
_____ The High Functioning Autism Spectrum Screening Questionnaire (ASSQ): A measure of social and
behavioral impairment in children from age 4 to adulthood. _____ Other: (list test name)
____________________________________________________________ Behavior / Attention / Emotion / Personality Assessments:
_____ AD/HD Rating Scale: Rating scale used to assess inattention, hyperactivity, and impulsivity.
_____ Behavior Assessment System for Children Second Edition (BASC-II): Behavior rating scale that
assesses emotional, social, and behavioral functioning. _____ Informal Behavior Checklist: Informal checklist of common classroom
problems. _____ Parenting Relationship Questionnaire (PRQ): Assessment of the parent
child relationship. _____ Projective Drawings: Student drawings that may indicate developmental
skills, interests or concerns. _____ Sentence Completion: Open ended sentences completed by the student in an
interview. _____ Other: (list test name)
________________________________________________________________ Cognitive Ability Assessments:
_____ Batería Woodcock-Muñoz Pruebas de Habilidad Cognitiva-Third Edition: Spanish language
cognitive measure that assesses a variety of processing skills. _____ Bilingual Verbal Abilities Test (BVAT): Assessment of language skills in
English, Russian & Spanish. _____ Comprehensive Test of Nonverbal Intelligence (CTONI): Cognitive
assessment that minimizes expressive and receptive use of language during testing.
_____ Differential Ability Scales – Second Edition (DAS-II) : Comprehensive assessment of cognitive
abilities for children ages 2-17 years. _____ Kaufman Assessment Battery for Children II (KABC-II ): Intelligence test
designed to accomplish culturally fair assessment for children 3-18 years old.
_____ Leiter International Performance Scale-Revised (Leiter-R): Nonverbal intelligence measure that
emphasizes fluid intelligence. _____ Universal Non-Verbal Intelligence Test (UNIT): Nonverbal intelligence test
for children ages 5-17. _____ Wechsler Intelligence Scale for Children, Fourth Edition (WISC-IV ):
Intelligence test that calculates verbal, performance and full-scale IQ scores for children age 6 to 16 years.
_____ Wechsler Adult Intelligence Scale, Fourth Edition (WAIS-IV ): Intelligence test that calculates
verbal, performance and full-scale IQ scores for persons age 16 and older.
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Woodcock-Johnson Tests of Cognitive Abilities Third Edition (WJ–III; cognitive): Cognitive
scales that assess a variety of processing skills. _____ Other: (list test name)
______________________________________________ Speech and Language Assessments:
_____ Boehm Test of Basic Concepts, Third Edition (Boehm-III): A test designed to assess the child’s
understanding of basic concepts. _____ Bracken Basic Concept Scale (BBCS): A test designed to assess a child’s
ability to understand descriptions of basic concepts.
_____ Clinical Evaluation of Language Fundamentals, Third/Fourth Edition (CELF-3/4): Comprehensive
measure of understanding and expression of language skills. _____ Comprehensive Assessment of Spoken Language (CASL): Measures
knowledge and use of words, word combinations, grammar, complex language and language for
social situations. _____ Comprehensive Receptive and Expressive Vocabulary Test (CREVT):
Evaluates receptive and expressive oral vocabulary.
_____ Expressive One Word Picture Vocabulary Test (EOWPVT): Measures single word expressive
vocabulary. _____ Expressive One Word Picture Vocabulary Test - bilingual: Measures
bilingual (Spanish/English) single word expressive vocabulary.
_____ Goldman-Fristoe Test of Articulation (GFTA): Measures a child’s ability to use sounds in words and
connected speech. _____ Language Processing Test, Revised (LPT-R): Measures a child’s ability to
attach meaning to language and effectively formulate responses
_____ Lindamood Auditory Conceptualization Test (LAC): Measures phonemic awareness.
_____ Montgomery Assessment of Vocabulary Acquisition (MAVA): Measures a child’s listening and
speaking vocabulary. _____ Oral and Written Language Scales (OWLS): Overall assessment of a child’s
oral expression and listening comprehension.
_____ Peabody Picture Vocabulary Test, Third Edition (PPVT–III): Assesses understanding of vocabulary.
_____ Photo Articulation Test, Third Edition (PAT-III): Measures articulation in single words and speech.
_____ Preschool Language Scale, Third Edition (PLS-3): Assesses understanding and expressive use of
language. _____ Receptive One Word Picture Vocabulary Test, Third Edition (ROWPVT-
III): Measures single word understanding of vocabulary.
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_____ Receptive One Word Picture Vocabulary Test, bilingual: Measures bilingual (Spanish/English single
word understanding of vocabulary. _____ Spanish Articulation Measure (SAM): Measures articulation of single words
in Spanish. _____ Spanish Test for Assessing Morphologic Production (STAMP): Evaluates
grammar skills. _____ Structured Photographic Articulation Test – featuring Dudsberry (SPAT-
D): Assesses single word articulation skills.
_____ Structured Photographic Expressive Language Test, 2nd Edition (SPELT-II): Assesses syntax skills.
_____ Stuttering Severity Instrument, Third Edition (SSI-3): Evaluates fluency of speech.
_____ Test of Auditory Comprehension (TACL): Assesses understanding of language.
_____ Test for Examining Expressive Morphology, (TEEM): Evaluates grammar skills.
_____ Test of Language Development-Intermediate, Third Edition (TOLD-I:3): Overall assessment of
understanding and use of language. _____ Test of Language Development-Primary, Third Edition (TOLD-P:3):
Overall assessment of understanding and use language.
_____ Test of Problem Solving-Adolescent (TOPS-Adolescent): Measures critical thinking and reasoning
skills in children12-17 years old. _____ Test of Problem Solving, Third Edition (TOPS-3): Measures five thinking
tasks that require problem solving and reasoning.
_____ Wiig Assessment of Basic Concepts (WABC): Assesses use and understanding of basic concepts.
_____ Wilson Voice Assessment: Measures vocal characteristics of pitch, quality, intensity and resonance.
_____ Woodcock Language Proficiency Battery, Revised (WLPB-R): Comprehensive assessment of oral
language abilities, reading and written language. _____ Word Test, Revised: Measures expressive vocabulary and semantics. _____ Other: (list test name)
_________________________________________________________
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Request for Regional Services and/or Evaluation for Eligibility
���� New Referral
���� Move-in-Referral
SSID # District Student ID:
Student Name: Date of Birth: Attending School: Attending District: Resident School: Resident District: Grade: Age: Gender: Primary Language: Parent/Guardian: Address: Phone: Cell Phone: Email: Primary Eligibility: Secondary Code 1: Secondary Code 2: Secondary Code 3: Case Manager: Email: Phone: Date Parent Consent Signed: Eligibility meeting to be held on or prior to: Current IEP: � NO � Yes - Date: Current IEP Annual Review Due Date: Request for WESD Evaluations :
� Audiological Evaluation � Augmentative Communication/Assistive
Technology � Autism Spectrum Disorder
Communication Evaluation to be completed by: ________________________________________
� Functional Vision Evaluation (please send eye examination report with referral)
� Occupational Therapy � Physical Therapy
For OT or PT evaluation, please list current diagnosis, if applicable: __________________________________
� Traumatic Brain Injury
Request for WESD Regional Services :
� Augmentative Communication/Assistive Technology
� Autism Spectrum Disorder Services
� Deaf/Hard of Hearing Services
� OT- Motor Services � PT- Motor Services � Traumatic Brain Injury � Vision Services � Other- provide detailed
explanation
Please submit referral and any accompanying documen tation to: Special Education Director or delegate
Referral Authorized By:
Phone:
Date:
Reason for Referral/Additional Information:
The Case Manager is responsible for providing student file information and
Consent to Evaluate to the Regional Specialist.
Office use only WESD Evaluator Assigned: Assigned By: Date:
WESD Evaluator Assigned: Assigned By: Date:
WESD Evaluator Assigned: Assigned By: Date:
WESD Evaluator Assigned: Assigned By: Date:
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Supporting Documents
Autism Spectrum Disorder Services The following is to be completed by the district and must accompany a Referral for eligibility determination: □Copy of the signed Consent for Evaluation for: -Behavorial observations -File review -ASD Rating Scale -Developmental Profile -Team/Parent Interviews □Copies of any prior assessments that led to this referral such as: communication Disorder evaluation, psychological report, autism screening checklist, IFSP/IEP, observation notes, etc. For students who have moved into the district with a current ASD eligibility (82), the following should be attached to the referral: □Eligibility Statement □Signed Medical Statement □Current IFSP/IEP □Current communication evaluation report □Psycho educational report, if available □Developmental Profile □Medical Statement or Health Assessment □Documentation of behavioral observations □Autism Behavior Checklist
Deaf/Hard of Hearing Services
The following is to be completed by the district and must accompany a Referral for eligibility determination: □Copy of the signed Consent for Evaluation for: -Classroom observation -File review -Observation/Questionnaire forms □Two failed hearing screenings OR a current audiological assessment OR wearing hearing aids, i.e. move-in from another district, etc. The following is to be completed prior to the initial eligibility meeting (this can be obtained by the district or our office): □Physician’s Statement For students who have moved into the district with a current HI eligibility (20), the following should be attached to the referral: □Eligibility Statement □Signed Medical Statement □Current IFSP/IEP □Current Audiological Evaluation Report
Vision Services The following is to be completed by the district and must accompany a Referral for eligibility determination: □Copy of the signed Consent for Evaluation for: -Classroom observation -Functional Vision Assessment □Copy of an Eye Report from an ophthalmologist or optometrist For students who have moved into the district with a current VI eligibility (40), the following should be attached to the referral: □Eligibility Statement □Signed Eye Report from an ophthalmologist or optometrist □Signed Functional Vision Report □Current IFSP/IEP
Orthopedic Services The following is to be completed by the district and must accompany a Referral for eligibility determination: □Copy of the signed Consent for Evaluation for: -Classroom observation -File review -EI/ECSE Age: PDMS-2; OREST School Age: Functional Motor Assessment; OREST -Feeding Evaluation (if applicable) -Sensory Evaluation (if applicable) For students who have moved into the district with a current OI eligibility, the following should be attached to the referral: □copy of the signed Consent for Evaluation □Signed Physician’s Statement or medical report which includes diagnosis with physician’s signature □Current IFSP/IEP (services can be added when eligible) □Statement of Eligibility-Orthopedic Impairment (70)
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