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(1)

Intervention & Referral Services

(I&RS Teams)

NJAC 6A:16-7

https://www.state.nj.us/education/students/irs/index.html

Training for

Roselle Schools

& invited guests

J. Barry Mascari, Ed.D., LPC, LCADC

Jane Webber, Ph.D., LPC

(2)

Introductions

Our background…

Administrator or team leader

briefly

introduce

staff attending:

Your name

School name

Role/position

Team members (HANDS)

(3)

Your Expectations

What are your hopes & aspirations for this

training:

When I leave this training I will be able

(4)
(5)

Purposes of the Training

…why are we here?

Understand the mission, intent, & purpose of I&RS Teams

as established by

NJAC

6A:16-8

including:

Composition of the Team

The Team’s functions

Roles of Team members

Record Keeping – Confidentiality

Process of Review and Evaluation

Understand the NJDOE’s recommended I&RS “best

practice” model

Encourage Team Building (a best practice)

(6)
(7)
(8)

HISTORY OF BUILDING-BASED

PROBLEM-SOLVING TEAMS

IN NEW JERSEY

504 Committees

(1973)

School Resource Committees

(1987)

Drug/Alcohol Core Teams

(1989)

Pupil Assistance Committees

(1992-1994)

Intervention and Referral Services for General Education Pupils

(1994 - 2001)

Intervention and Referral Services

(9)

Mission - Purpose

Under the current NJAC 6A:16-7.1(a)

“district boards of education shall

establish and

implement a

coordinated system

in each school building

for the planning and delivery of intervention and referral

services that are designed to assist students who are

experiencing

learning, behavior, or health

difficulties

and to assist staff who have difficulties in addressing

students’ learning, behavioral, or health needs. District

boards of education shall choose the appropriate

(10)

Student Populations

The regulations (

6A:16-7.1(a)

):

1. I&RS

shall

be provided to aid students in the

general education program.

2.

I&RS services

may

be provided for students who

have been determined to be in need of special

education programs and services…

services

shall

be coordinated with the student’s IEP

(11)

Functions

Identify

learning, behavior, and health

difficulties

Collect

thorough information

on the identified

difficulties

Develop & implement

action plans

of interventions

or referrals based on the collected data and desired

outcomes

for the identified difficulties

Provide support, guidance, & professional

(12)

Functions

(continued)

Actively

involve parents/guardians in the

development & implementation of action plans

Coordinate

access to & delivery of

school

resources & services

for achieving action plans

Coordinate the services of

community-based

social

and health agencies for the implementation of the

action plan

Maintain records

of all requests, and all action

(13)

Functions

(

continued)

Review and assess

the effectiveness of the

action plan in achieving desired

outcomes

,

and

modify

each action plan to achieve the

outcomes

Conduct (at a minimum)

annual review

of

the action plans… and

make

(14)

I&RS Member Roles (6A:16-7.3 (a))

The board of education

shall establish guidelines

for

the involvement of school staff & community members

(in each building’s I&RS) …at a minimum

:

roles & responsibilities

of

I&RS team members & referring

teachers

district staff

for aiding in the development & implementation of

action plans

(

and parameters)

of

community members

for aiding in the

(15)

I&RS:

(16)

Comparison of Three Building-based Multidisciplinary Teams Forms Family’s Due Process Rights Funding Review and Follow-up Written Plan Assessment Case Management Role Team Composition Student Population Regulatory Authority

Child Study Teams 504 Committees

I&RS Teams

Federal - 34 CFR 300, Individuals with Disabilities Education Act.

State – N.J.A.C. 6A:14, Special Education.

Required - Regular Education.

Permitted - Special Education,

coordinated with student’s I.E.P. team, State - N.J.A.C. 6A:16-7, Intervention and Referral Services.

Federal - 34 CFR 104, Subparts A, C and D, Section 504 of the Rehabilitation Act of 1973.

Required - Regular Education.

Protected - Special Education.

Required - Special Education. Multidisciplinary Team -Any

certified staff members, and ad hoc members, as

appropriate.

A group of certified persons, including those knowledgeable about the child, the meaning of the evaluation data and the placement options.

School Psychologist, School Social Worker, Learning Disabilities Teacher-Consultant

(Speech and Language Specialist or Speech Correctionist, as appropriate). Not regulated.

Case Coordinators recommended.

Not regulated.

Case Coordinators recommended.

Case Manager required.

Functional. Functional and/or

Standardized. Functional and Standardized. I&RS Action Plan. 504 Accommodation Plan. Individualized Education Program

(I.E.P.). Required for each I&RS

Action Plan.

A one-year review of the

accommodation plan would meet the requirements, but the timeline is to be adopted by the district.

Annual review of I.E.P.

Re-evaluation of I.E.P every three years or sooner, if conditions warrant.

Local. Local. Local and State.

No. Yes. Yes.

(17)

I&RS

is Not

an Exit Ramp from

General Education

NJAC 6A:14-3 et seq.:

Programs of I&RS may not be used to

delay obvious & appropriate referrals to

special education

This means that schools may not

require the review of all student cases

by I&RS prior to child study team

(18)
(19)

Best Practices (not mandates)

Merging of teams

encouraged

More efficient use of staff time

Non-duplication of services (see the same

kids)

Improved communication

Improved coordination of resources

Improved case management

(20)

Medical Model

vs.

(21)

THE

THE

OLD

OLD

VIEW…

VIEW…

Not Disabled

(“normal”)

(22)

THE

THE

NEW

NEW

VIEW…

VIEW…

Not

Disabled

Disabled

Needs Accommodations

to be successful in

(23)

Over Classification of the

American Child

A shift is needed from the medical model

Not enough support in General Education

Lots of people testing kids

Physicians were involved in the process

School culture - Child Study Team referral for

(24)

ACADEMIC EXPECTATIONS

CHANGED

Expectations increased - low normal “IQ”

removed from General Ed classes

Low capacity for classroom to deal with

variance

Medical Model - problem was always with

child, not the system

Need to change attitudes

(25)

“Our task today is to provide an

education for the kinds of kids we have,

not the kind of kids we used to have, or

want to have, or the kids that exist in

our dreams.”

(26)
(27)

Life Skills

Deficiency Model

(p. 26)

Life Skill Deficiency

+

Life Crisis, Event or At-Risk Condition

=

(28)
(29)

IMPLIED vs. DESCRIBED BEHAVIOR

Example of Implied Generalized or Judged Behavior

Example of Specific, Descriptive, Observable Behavior

“Nicole has been sad and depressed for awhile; she’s just not the happy girl she used to be. Her homework has been incomplete, too.”

“For the past two weeks, Nicole has been sitting apart from her classmates, with slumped

shoulders and not making eye contact. She stares out the window for most of the class and her eyes appear to tear every day. Her homework continues to be submitted on time, but it has not addressed all assigned criteria.”

“Devon has become extremely disruptive. He regularly acts out and mouths off to me. He also has been picking on other students.”

“Since the beginning of the marking period, Devon has been spontaneously getting out of his seat during silent reading time on average three times a week, which takes the other students off task.

(30)

WHERE IS SPECIFIC OBSERVABLE BEHAVIOR FOUND?

(P. 26)

The Point of Intervention.

 The Reason Someone Requests Assistance from the I&RS Team.

 The Information Typically Provided on Request for Assistance and Request for Information Forms.

Observable, Factual, Objective, Descriptive, and, Where Possible, Quantifiable Information or Data is Necessary for Effective Problem Solving.

Observed Behaviors are Typically First Addressed by I&RS Teams (Short-term Goals).Provides relief for requester.

(31)

Generic I&RS Plans

Generic I&RS Plans

(32)
(33)

LIFE SKILL DEFICIENCY

(P. 28)

All Students have Some Sort of

Life Skill Deficiency

(LSD),

e.g., human frailties, the essence of childhood and adolescence.

Not All LSDs Result in

Patterns

of Academic, Behavior or Health

Problems.

In Some Instances, Focusing on Observable Behaviors May Not

be Sufficient to Bring About

Long-term

Changes.

Also Need to Determine and Ameliorate

LSDs

that May

Contribute to the Observed Behaviors and Increase the Chances

of Lasting Change (Long-term Goals).

A Behavioral Focus is Maintained, but is based on the

(34)

PARENTS’ DILEMMA

Back to school night – help your kids study!

KT + 2H = 2G

(35)

LIFE CRISIS, EVENT OR AT-RISK CONDITION

(P. 30)

 Events or Conditions that Precipitate Behavior.  Either:

1. The I&RS Team is Unaware of these Crises; or

2. It is Not within the Purview of the Team to Control or Directly Ameliorate Crises that Occur Outside of the School Environment.

 I&RS Teams have a Role to Play with Life Crises under the Following

Required Function:

“Coordinate the services of community-based social & health provider agencies and other community resources for achieving the outcomes

identified in the intervention and referral services action plans.” N.J.A.C. 6A:16-8.2(a)8

The I&RS Team Maintains Focus on:

(36)
(37)
(38)

Best Practices

(continued)

State model meeting format suggested

Using

specific, descriptive, factual, observable

behaviors

Forms suggesting comprehensive data gathering

Team maintenance

Negativity is contagious

Students suffer when team is not focused on

positive

(39)

Best Practices

(continued)

-

Team Composition

Team (Roles: Chair, Secretary, Timekeeper, Case

Manager(s)):

Principal or designee

Regular education teacher(s)

Student support services staff member(s)

Meeting attendees:

Individual requesting assistance

Parent(s)/guardian(s)

Ad Hoc staff for expertise (School Counselors, SACs, Nurse,

etc.)

(40)

PHASES OF THE I&RS TEAM PROCESS

Phase 1:

Request for Assistance

Phase 2:

Information Collection

Phase 3:

Parent/Guardian Notification

Phase 4:

Problem Solve

Phase 5:

Develop I&RS Action Plan

Phase 6:

Support, Evaluate and Continue the

Process

Phase 1:

Request for Assistance

Phase 2:

Information Collection

Phase 3:

Parent/Guardian Notification

Phase 4:

Problem Solve

Phase 5:

Develop I&RS Action Plan

Phase 6:

(41)

Best Practices -

Meeting Format

Summarize the problem

[3-4 min.]

Information collected

-Previous interventions

Negotiate an objective

(measurable & behavioral)

[2-3 min.]

Brainstorm solutions

[6-8 min.]

Clarify & refine suggestions

[6-7 min.]

Select solutions & recommendations

[6-8 min.]

Requesting person & team each pick a solution

Develop action plan

[7-10 min.]

Include support for implementers, evaluative criteria, & parent

(42)

MEETING FORMAT

7-10 Develop action plan

-Include support for implementers, evaluative criteria, and parent followup

6-8 Select solutions/recommendations

-Requesting person -Team members

- Other school and community resources

6-7 Clarify and refine suggestions

6-8 Brainstorm solutions

2-3 Negotiate an objective

-Measurable and behavioral

3-4 Summarize the problem

-Review information collected -Review prior interventions

(43)

Problem Solving Guidelines

(1) Describe the problem

(2) Select & state the priority problem

(3) Develop a behavioral objective

(4) Review prior interventions

(5) Brainstorm solutions

(44)
(45)

Team leader assigns Case Coordinator.

- Selected by pre-determined, agreed upon

objective method.

- Everyone serves a turn as case coordinator.

- Not the student

s mentor, but manages

paperwork, facilitates the process & provides

support.

- Opens official I&RS case file (separate, but part

of

the cumulative file).

- Files stored in locking file cabinet

Team leader schedules initial problem-solving

meeting (2 wks.)/first follow-up meeting (4-6 wks.).

(46)

PHASE 1: REQUEST FOR ASSISTANCE

(

P. 134)

Submission of Request for Assistance Form (p. 317)

(no verbal referrals).

- Form delivered to designated safe place.

- The requestor is partnering with the team.

Team leader reviews request to make sure it is appropriate

and manageable.

- No editorial or subjective comments

(47)

PHASE 2: INFORMATION COLLECTION (P.

136)

•Distribute information collection forms.

- First thing done by Case Coordinator; oversees the collection

of information and data (p. 319).

- Only Academic, Behavior and Health information emphasize

student positives.

- Allow 1-2 weeks for return.

- Conduct interviews with requesting staff member (p.

193,264-

278), other school staff and student (p. 355).

- Conducted by person with best chance of being successful.

- Purposes:

• Collect additional Academic, Behavior & Health

information.

• Encourage cooperation.

(48)

Observation & charting of

problem.

Case Coordinator:

- Ensures all information is complete.

- Compiles and prepares information for team presentation.

- Files do not leave the room.

- If a file is complete before scheduled meeting, notify team

members it is available for review.

- Consider color coding the forms.

(49)

PHASE 3: PARENT/GUARDIAN NOTIFICATION

(P. 141)

Parents/guardians are notified about the situation and

interviewed.

- Case Coordinator ensures that parents are contacted.

- Contact made by person with best chance of being

successful.

- Personal contact and conversation (p. 217-224), rather than

the

reading or distribution of a survey (p. 349).

Purposes of interview:

- Provide support to parents & develop a personal

relationship.

- Provide & obtain specific, descriptive, observable and factual

Academic, Behavior and Health information.

(50)

In all cases, document the interaction for the file:

- Date and time of contact.

- Specific, descriptive, observable and factual academic,

behavior and health information obtained.

(Do not record opinions, evaluations, interpretations

or

analysis of any kind; only a factual representation of

the

contact).

- Brief statement of disposition or outcome of the

contact

(e.g., parent agreed to come to school; parent

declined

to provide information).

(51)

PHASE 4: PROBLEM SOLVE

(P. 142)

Convene the pre-scheduled problem-solving meeting.

- Include the staff member(s) requesting assistance.

- Include appropriate ad hoc team members.

- Involve parents/guardians.

Case Coordinator presents all information.

- Summarize data (e.g.,

4 of 5 teachers said…

).

(52)

•Group facilitator oversees the steps of a standard

problem-solving model (p. 144-147).

•Time Keeper strictly adheres to timelines (30 minutes).

•Where do you begin if there are multiple problems?

•Where you have the greatest chance of short-term

success!

(53)

PHASE 5: DEVELOP I&RS ACTION PLAN (P. 148)

 Agree upon a written plan for implementing the consensus strategies

identified in the problem-solving phase.

 Components of the plan include (p. 148):

 Re-contact parents to discuss the plan.  Record Keeper puts case on the calendar

2-4 weeks later.

 Implement the I&RS action plan. Student’s name (if appropriate to the issue

or circumstances). Target behavior(s).

Date the request for assistance was made. Selected strategies for correcting the problem(s).

Date of the meeting. Persons responsible for each strategy. Names of all participants in the meeting. Timelines for completion of each strategy.

(54)

Brainstorming Guidelines

(p. 146)

Set a

time limit

and select a

time manager

before you begin.

Generate a

vast number

and variety of ideas, rather than only the “best”

ideas.

(Quantity is more important than quality at this point. Analysis of ideas will

follow the brainstorming session.)

One idea

at a time.

Record

each idea for all to see.

Expand

or “piggyback” on ideas already listed.

No evaluation

, discussion or comments on ideas.

Off-beat

, zany, unique and creative ideas are encouraged.

(This meeting

might not be taking place if all of the traditional ideas had been effective.)

(55)

PHASE 6: SUPPORT, EVALUATE AND CONTINUE THE

PROCESS (p. 149)

SUPPORT IMPLEMENTERS

- Support should be a component of the plan.

- Includes making arrangements and coordinating logistics for ensuring that

implementers have essential knowledge, skills, resources and support of school administration and I&RS team.

- Case Coordinator touches base (e.g., conversations, interviews, observations,

checklists) with implementers within 1-2 weeks of the start date of the plan.

- Facilitates, supports, advises, problem solves and provides ongoing technical

assistance.

(56)

EVALUATE PROGRESS

-

Case Coordinator monitors

implementation.

-

Case Coordinator collects information

from implementers and/or records

observations on progress toward

(57)

•CASE CONTINUATION AND REVIEW (Follow-up)

- Include case on agenda at pre-scheduled meeting.

-Case Coordinator and person requesting assistance review all

-relevant information, records and documentation of progress.

-All are included whose input is necessary to determine status

of the Plan .

-Quick review to determine whether to:

- continue the plan;

- revise the plan; or

- terminate the plan

•Case subsequently placed on agenda only when there is a

reason; otherwise move on.

(58)

Information Collection (Phases 2 & 3 pp. 136-141)

Consultation

- Consultation Characteristics

Interview (pp. 264-278)

- Purposes:

>Collect additional Academic, Behavior & Health information.

>Encourage cooperation.

Develop supportive relationship.

Organizing Information

Problem Solving

(59)
(60)

Sixth grade student, never retained

Scored 100 (mean) on achievement test

Current grades:

•Written language and reading = F •Math = D

•Social Studies = D •Science = C- •Health = D

•Physical Education =

C-Case of “Jimmy”

Submits homework for each subject 25% of the time

Unkempt hair and unwashed

Dirty clothes

Plays with younger children at recess

Sits apart from classmates

Spends free time in school alone, walks to and from school alone

Sits quietly and follows class rules

Smiles often

No discipline referrals

(61)

Collaborative Consultation

An interactive process that

enables people with diverse

expertise to generate creative

solutions to mutually defined

(62)

Defining Characteristics of An Effective

Consultation Model

Mutual goals.

Participation is voluntary.

(63)

Effective Consultants

Actively listen

.

Make themselves available to consultees.

Role model the promoted skills and values.

Do not hassle or shame consultees.

Try once to influence consultees.

Offer support, encouragement, alternatives and ideas, rather than impose.

Suggest strategies, solutions and options, rather than demand.

Share information, experience and knowledge, rather than preach.

Have facts, figures and well thought out ideas.

(64)

PROBLEM OWNERSHIP

A FRAMEWORK FOR APPLYING HUMAN RELATIONS SKILLS (Tom Gordon)

NO PROBLEM

YOU BOTH OWN THE PROBLEM

(P. 277-278)

I OWN THE PROBLEM

(P. 267-274)

SOMEONE ELSE OWNS THE PROBLEM

(65)

Restrictive Responses

1. ORDERING OR COMMANDING 2. WARNING OR THREATENINT

3. GIVING “SHOULDS” AND “OUGHTS” 4. OFFERING SOLUTIONS

5. LECTURING

6. PRE-JUDING OR BLAMING

7. PRAISING OR AGREEING IN A CONDESCENDING, ARTIFICIAL OR CONTRIVED MANNER.

8. CRITICIZING OR RIDICULING 9. INTERPRETING OR ANALYZING 10. REASSURING OR SYMPATHIZING

11. RECITING YOUR OWN “WAR STORIES” 12. DISCOUNTING OR MINIMIZING

(66)

EFFECTIVE LISTENING

Think of a time when someone

really listened:

What did it look like?

(67)

Strengths

Academics

Other

Emotional

Study Skills

Behavioral

Health

Social

(68)

PROBLEM SOLVING GUIDELINES (p. 144)

Step 1: Describe the Problem

Step 2: Select and State the Priority Problem

Step 3: Develop a Behavioral Objective

Step 4: Review Prior Interventions

Step 5: Brainstorm Solutions

Step 6: Analyze and Evaluate Brainstormed Solutions

(69)

PROBLEM SOLVING GUIDELINES

(Using Jimmy)

Use data - state problem in behavioral terms

Select priority problem from teacher’s

perspective

Negotiate objective (teacher’s choice)

Review prior interventions

(70)

BRAINSTORMING PRACTICE

(71)

ACTION PLAN FORMATS

(pp. 148,

359-366)

OK to choose whichever you like

(72)
(73)

PUT-DOWNS WITHDRAWALS ATTACK; • SUBGROUPS (ALLIES/ADVERSARIES); AND • DIVERSIONARY TACTICS

Why Groups Fail

(Rand Study)

1.

LACK OF UNDERSTANDING OF THE PROBLEM.

2.

INABILITY TO FOCUS/CONCENTRATE ON THE PROBLEM.

3.

FAILURE TO FOLLOW A SYSTEMATIC AND COMPREHENSIVE

PROCEDURE.

4.

MEETING DOMINATED BY A FEW INDIVIDUALS.

5.

NEED FOR CHANGE IS OFTEN INTERPRETED BY BOSS AS

INCOMPETENCY ON HIS/HER PART AND, THEREFORE, RESISTANCE.

6.

FEAR OF PUNISHMENT FOR TALKING OPENLY.

7.

COMPETITION VS. COOPERATION.

8.

INABILITY TO WORK AS A TEAM.

(74)

10.

TOO MUCH KNOWLEDGE OF WHAT DOESN’T WORK

OFTEN PREVENTS EXPLORATION OF IDEAS.

11.

“YEAH BUTS…” AND “WHAT IFS…” ARE NEGATIVE FORMS

WHICH DEVELOP NEGATIVE ENERGY THAT DRAINS THE

GROUP.

12.

PEOPLE CANNOT SEPARATE IDEAS PRESENTED FROM

(75)

 Professional Development Programs:

Brief Overview;

Intensive;

Continuous Follow-up; and

 Ongoing Needs-based Training (e.g., creative problem solving,

curriculum-based assessment, consultation, brain-based research, research-based strategies, group facilitation, intervention, program management).

 Advertise and Inform Community, Students & Staff.

Institutionalize Team Maintenance and Wellness.

Maintain Liaison with Service Organizations and Business and Industry.

Identify Other Educational and Supportive Resources.

 Ongoing Program Development and School Recommendations.

(76)

I&RS TEAM PRACTICE TIMELINES

TASKS TIME PERIODS

.

Team of origin completes forms

Case Coordinator presents information to assigned team.

Assigned team, in cooperation with Case Coordinator, develops an I&RS Action Plan.

Case Coordinator returns to team of origin and presents I&RS Action Plan.

(77)

PHASES OF THE I&RS TEAM PROCESS

Phase 1:

Request for Assistance

Phase 2:

Information Collection

Phase 3:

Parent/Guardian Notification

Phase 4:

Problem Solve

Phase 5:

Develop I&RS Action Plan

Phase 6:

Support, Evaluate

and Continue the Process

Phase 1:

Request for Assistance

Phase 2:

Information Collection

Phase 3:

Parent/Guardian Notification

Phase 4:

Problem Solve

Phase 5:

Develop I&RS Action Plan

Phase 6:

Support, Evaluate

(78)

ACTION PLAN FOR FALL

MEETING

WHAT DO YOU NEED TO ACCOMPLISH & BY

WHEN, TO:

IMPROVE YOU TEAM’S FUNCTIONING

BE MORE SUCCESSFUL

AGREE ON A RANKED LIST…

(79)

ACTION PLAN-School:

Key Concern

Strategy

Person Responsible

1.

2.

3.

4.

(80)

LINKS

www.kean.edu/~jmascari

EVALUATION FORM TO BE PROVIDED AS AN

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