1 of 44

Presenter Notes

  • Hidden slides are included as background for the presenter and can be included in the presentation at the discretion of the presenter.
  • Slides contain presenter notes, to help convey the flow and information to be shared.
  • The trainer will need a sample IEP to use for practice charting in Step 1.
  • Supplemental Handouts
    • Facilitator’s Guide

2 of 44

Facilitator Introduction: Preparation for Leading an EBR Group

EDUCATIONAL BENEFIT REVIEW (EBR)

3 of 44

An Educational Benefit Review (EBR)…

… is a systematic approach to reviewing a student’s IEP to better understand how the design of the IEP leads to educational benefit and through that review identifies ways the system can better support IEP teams in their design.

4 of 44

Educational Benefit Review (EBR)

Individual Student Level

      • Systematic approach to review a student’s IEPs to determine whether the design of the IEPs was reasonably calculated to provide educational benefit across (typically) three years of consecutive IEPs.

  

System Level

      • Process to assist a district/LEA to systemically evaluate the special education services offered with the intent to use the information to improve practices and outcomes for students with exceptionalities.

4

5 of 44

What is FAPE?�

Free appropriate public education or FAPE means special education and related services that

  1. Are provided at public expense, under public supervision and direction, and without charge;
  2. Meet the standards of the SEA, including the requirements of this part;
  3. Include an appropriate preschool, elementary school, or secondary school education in the State involved; and
  4. Are provided in conformity with an individualized education program (IEP) that meets the requirements of §§300.320 through 300.324.
  5. (Authority: 20 U.S.C. 1401(9))

5

6 of 44

Rowley (1982) �Standard for FAPE

The Rowley “Two-Prong Test” 

    • Has the school complied with the procedural requirements of IDEA? (Procedural Prong), AND
    • Is the IEP, developed through IDEA’s procedures, reasonably calculated to enable the child to receive educational benefit? (Substantive Prong)

  • Board of Educ. v. Rowley, 458 U.S. 176 (1982)

6

7 of 44

Endrew F. (2017) �Standard for FAPE

The standard established by the Endrew F. case built on the Rowley substantive prong, setting a single standard for educational benefit:

progress appropriate in light of a child’s unique circumstances.”

Endrew F. v. Douglas County School District Re-1, 137 S. Ct. 988

7

8 of 44

Endrew F. (2017) �Standard for FAPE

Key Holdings

  • every child should have the chance to meet challenging objectives” 
  • adequacy of a given IEP turns on the unique circumstances of the child for whom it was created

8

Endrew F. (2017) Endrew F. v. Douglas County School District Re-1, 137 S. Ct. 988

9 of 44

How does this Standard Apply to EBR?

The EBR Process is about whether a district/LEA is

“… able to offer a cogent and responsive explanation for their decisions that shows the IEP is reasonably calculated to enable the child to make progress in light of his circumstances…”

9

  • Endrew F. v. Douglas County School District Re-1, 137 S. Ct. 988

Image from Redbubble.com

10 of 44

Goals of the EBR Process

10

Goal 2 - Individual student reviews will assist the district to answer the question as to whether, as a whole, the system ensures exceptional students within the district are making progress and receiving an appropriate education.

Goal 1- Evaluate provision of FAPE to individual students in order to achieve improved outcomes and inform teams of needed changes in services for the student.

11 of 44

Uses for an Educational Benefit Review

11

PD

Impact and build capacity as a professional development activity to improve the quality of IEP development.

Aid

Aid teams when a parent shares a concern about their child not making progress or progress has been limited for a student.

Support

Support the transition of a student from one environment to another

Prepare

Prepare individual IEP team for an annual IEP review.

Assist

Assist building/district/LEAs to collect data regarding the impact and quality of the IEP services being offered and implemented.

Identify

Identify areas of need related to policy, practice, and procedure.

Analyze

Analyze services across a district/LEA to discover strengths and needs.

Jodi, can you align the left boxes with the right boxes? (Note esp the Assist line – but maybe check them all)

12 of 44

Framework for the EBR Process

  • What (Insight)

  • So What (Impact)

  • Now What (Action)

12

13 of 44

District/LEA Goals

Add district/LEA goal(s) here

14 of 44

The EBR Process

INSIGHT, IMPACT, ACTION

15 of 44

EBR Logistics

  • Several EBR Teams of 4 to 6 individuals

  • Each EBR Team has a facilitator

  • IEP Sets (three-year consecutive cycle) with accompanying progress reports. Each team will review a different student’s IEP set.

15

16 of 44

Step 1

GATHERING IEP DATA FOR INSIGHT (What)

Chart a student’s IEP information within each year for present levels of performance, needs, goals, programming, services, supports, and goal progress.

17 of 44

Educational Benefit Review Chart for IEP #1, 2, or 3 (circle) Date of IEP____�Student ID _______________ Student Initials_____ Grade_____ Exceptionality____

17

Present Levels of Educational Performance by Curriculum Areas

Impact on Progress in Curriculum Area

Annual Goals and Benchmarks/

Objectives including Accom. & Mods

Service Delivery and Placement

Progress on Goals and Objectives

Additional considerations/notes in the IEP?

Form 1

18 of 44

Charting/Recording

Option A: Facilitator (or recorder) charts input and information on large wall chart as team provides it verbally, and facilitator leads review discussion and analysis.

Option B: Each team member reviews one IEP and will add/summarize the content onto a large sheet of paper posted on the wall during the review meeting prior to full review team discussion lead by facilitator.

Option C: Wall/electronic charts are prepopulated with IEP information for each of the three years or completed IEP review charts projected onto screen for team members to review and discuss together.

Jodi, I think the line spacing might be funky on this one.

19 of 44

Let’s Practice Step 1

20 of 44

Step 2

ANALYZING INFORMATION WITHIN EACH IEP: IMPACT (So What)

For each IEP, analyze the relationship between IEP components to determine if they are aligned, connected, and address all identified needs.

Confirm page number from Facilitator Guide once the Guide is final.

21 of 44

Teams Analyze the Relationships on Each Individual IEP

    • The facilitator queries the team to examine the relationships between information charted for each IEP.
    • Information that is connected is circled (use different color pen per subject area) and a line drawn between the information connected across columns.
    • Unconnected information (e.g., a need without a service) could be designated with a question mark or empty circle and requires further discussion by team.

21

22 of 44

23 of 44

24 of 44

25 of 44

26 of 44

Let’s Practice Step 2

27 of 44

Step 3

ANALYZING INFORMATION ACROSS IEPS: IMPACT (So What)

Compare most current IEP with prior IEPs to analyze the relationship between IEPs, looking for alignment and connections. Determine if decisions made were based on progress or lack of progress on goals.

Confirm page number from Facilitator Guide once the Guide is final.

28 of 44

Team Compares Relationships Across IEPs

  • Facilitator queries team to determine relationships between IEP components across three consecutive years.
  • One purpose of the year-to-year comparison is to establish if the following increased, decreased, or stayed the same:
    • Student’s level of performance and need (PLAAFP & data)
    • Student’s goals (and goal complexity)
    • Student’s services, supplementary aids, accommodations, modifications, and time in general education
    • Progress report data

28

29 of 44

30 of 44

Form 3

Jodi, insert edited/final Form 3 here, please.

31 of 44

Let’s Practice Step 3

32 of 44

33 of 44

Step 4

ANALYZING EDUCATIONAL BENEFIT:

IMPACT (So What)

Team decides whether the most current IEP was reasonably calculated to provide educational benefit

Confirm page number from Facilitator Guide once the Guide is final.

34 of 44

Conclusion of Team Analysis: Educational Benefit

Using the data and analysis from the EBR Process for each student, the teams compare the current IEP to the prior two IEPs and provide overall opinions as to whether the student’s current IEP is reasonably calculated to enable the student to receive educational benefit – to make progress in light of his/her unique circumstances.

34

35 of 44

Jodi, insert edited/final Form 4 here, please.

36 of 44

Step 5

Whole Group �Reflection and System Analysis: Action (Now What)

All teams come together to reflect on what they learned and identify important recommendations at both the individual student and system level.

37 of 44

������All Teams Come Together for System Analysis and Reflection at the

  • Student level
  • Team member level
  • System level

37

38 of 44

Sample EBR Meeting Agenda – 3 hours

  • 12:30 pm Overview of EBR Whole Group (15 min)
  • 12:45 pm Step 1, Charting IEP Information (1 hour)
  • 1:15 pm Step 2, Analyzing Information within each IEP (35 min)
  • 1:50 pm Step 3, Analyzing Information across IEPs (30 min)
  • 2:20 pm Step 4, Analyzing Educational Benefit (30 min)
  • 2:50 pm Whole Group Reflection (40 min)
  • 3:30 pm Closing

39 of 44

Sample EBR Meeting Agenda – 4 hours

  • 8:00 am Overview of EBR Whole Group (30 min)
  • 8:30 am Step 1, Charting IEP Information (1 hour)
  • 9:30 am Step 2, Analyzing Information within each IEP (40 min)
  • 10:10 am Step 3, Analyzing Information across IEPs (30 min)
  • 10:40 am Step 4, Analyzing Educational Benefit (30 min)
  • 11:10 am Whole Group Reflection (50 min)
  • 12:00 pm Closing

40 of 44

Sample EBR Meeting Agenda – 6 hours

AM

  • 9:00 - Overview of EBR Whole Group and group practice (1 hr.)
  • 10:00 - Step 1 Charting IEP Information (1.5 hour)
  • 10:30 - Step 2 Analyzing Information within each IEP (45 min.)
  • 11:15 - Step 3 Analyzing Information across IEPs (30 min.)

  • PM
  • 11:45 - Lunch
  • 12:45 - Step 4 Analyzing Educational Benefit (1 hr.)
  • 1:45 – Break
  • 2:00 - Whole Group Reflection and action planning (1 hr.)
  • 3:00 - Closing

41 of 44

Questions?

42 of 44

Resources and References

KSDE. (2017). Considerations for specially designed instruction. Kansas State Department of Education (KSDE). https://www.ksde.org/Portals/0/SES/pubs/ConsiderationsForSpeciallyDesignedInstruction.pdf

Mearman, K. A. (2015). Educational benefit review process: A reflective process to examine the quality of IEPs. State Education Resource Center of Connecticut (SERC). https://ctserc.org/documents/news/2013-11-20-serc-edbenefit.pdf

NCSI. (2021). Fast five: Five questions answered about Educational Benefit Review. National Center for Systemic Improvement (NCSI). https://ncsi-library.wested.org/resources/738

43 of 44

Resources and References

44 of 44

THANK YOU

In closing, we would like to thank all of the states that have been engaged in this process for many years and who have paved the way for other states exploring this area. We adapted the content and materials in this training after reviewing the educational benefit review processes used in California, Connecticut, Mississippi, and Pennsylvania. We also thank the National Center for Systemic Improvement for the training and materials shared. We appreciate the work that has come before us!