HomeMy WebLinkAboutEI-107 Evaluation for Eligibility1
FRANKLIN/FULTON COUNTY
MENTAL HEALTH/INTELLECTUAL & DEVELOPMENTAL
DISABILITIES/EARLY INTERVENTION
425 Franklin Farm Lane
Chambersburg, PA 17202
(717) 264-5387
MH/IDD/EI PROCEDURE STATEMENT
PROCEDURE SUBJECT: Evaluation for Eligibility
PROCEDURE NUMBER: EI-107
Effective Date: September 22, 2008
Date Revised: October 26, 2022
References:
- IDEA 34 CFR §303.321-322, §303.421
- Title 55 PA Code §4226.61, §4226.62 and §4226.95
- Announcement: EI-12 #01 Screening, Evaluation and Assessment in Early Intervention
- Announcement: EI-13 #08 Eligibility for Infant/Toddlers and Preschool Early
Intervention
POLICY:
The Franklin/Fulton Early Intervention Program evaluation and assessment policy includes the
process of gathering data to determine initial eligibility (Attachment) for services and supports in
Early Intervention (EI) that include the following:
Procedures are conducted in a non-discriminatory manner, and administered so as not to be
racially or culturally discriminatory.
All evaluations and assessments of an infant or toddler shall be conducted in the native language.
Native language, when used with respect to an individual who is deaf or hard of hearing, blind or
visually impaired, or for an individual with no written language, means the mode of
communication that is normally used by the individual (such as sign language, Braille, or oral
communication).
As stated in Early Intervention Policy, 4226.61, the initial evaluation/Multi-Disciplinary
Evaluation (MDE) is conducted by personnel independent of service provision.
Each infant/toddler referred for an evaluation for EI services and is suspected of having a
developmental delay, receives a timely, comprehensive, multidisciplinary evaluation with
parental consent.
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The Franklin/Fulton Early Intervention program provides use of diagnostic instruments and
standard tests for the purpose and population for which they are valid and reliable. The
instruments and tests shall also be administered in accordance with the recommendations
provided by the instrument or test developer, including the guidelines on user qualifications and
documented evidence that the user has been trained to administer the instrument or test.
For an infant/toddler to be determined eligible, a child assessment shall:
address the unique strengths and needs of the infant/toddler and recommendations for
consideration by the team regarding Early Intervention and related services needed to
enable the infant or toddler to be involved and make progress in typical routines,
community or educational activities
be conducted by qualified personnel who are trained to utilize evaluation and assessment
methods
The infant/toddler’s medical and other records may be used to establish eligibility (without
conducting an evaluation of the child) if those records indicate that the infant/toddler’s level of
functioning in one (1) or more of the developmental areas constitutes a developmental delay or
that the infant/toddler otherwise meets the criteria for an infant/toddler with a disability and if the
parent agrees and the qualified professionals in exercising their judgment conclude that the
infant/toddler’s eligibility can be determined through such review and analysis. The
Franklin/Fulton Early Intervention program shall ensure a child assessment is conducted to
obtain information about the child in all five (5) areas of development and be based on
information obtained through an assessment tool and also through an interview with those family
members who elect to participate in the assessment; and include the family’s description of its
resources, priorities, and concerns related to enhancing the infant/toddler’s development.
The screening, initial evaluation and initial assessment of the infant/toddler and family and initial
IFSP meeting are required to be completed within forty-five (45) days from the date of the
referral for the infant/toddler. There may be exceptional family circumstances and the program
may not be able to meet the forty-five (45) day timeline. These circumstances include:
the infant/toddler or parent is unavailable to complete the screening, the initial evaluation,
the initial assessments of the infant/toddler and family, or the initial IFSP meeting due to
exceptional family circumstances that are documented in the infant/toddler’s EI records;
or
the parent has not provided consent for the screening, the initial evaluation, or the initial
assessment of the infant/toddler, despite documented, repeated attempts to obtain parental
consent.
If an exceptional family circumstance exists, documents will note the exceptional family
circumstances and/or the repeated attempts to obtain parental consent; complete the screening,
the initial evaluation, the initial assessments (of the child and family), and the initial IFSP
meeting as soon as possible after the documented exceptional family circumstances no longer
exist or parental consent is obtained.
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The following procedures ensure appropriate eligibility determinations for the Early Intervention
program:
identifying an infant/toddler’s unique strengths and needs and the services appropriate to
meet those needs throughout the period of the infant/toddler’s eligibility
includes the assessment of the infant/toddler, and the assessment of the infant/toddler’s
family
The following procedures ensure that an evaluation report includes all required components
including the involvement of two (2) or more separate disciplines or professions and with respect
to:
a) evaluation and assessments of the child and family, which may include one (1) individual
who is qualified in more than one (1) discipline or profession; and
b) the IFSP Team, must include the involvement of the parent and two (2) or more
individuals from separate disciplines or professions and one (1) of these individuals must
be the service coordinator
Meetings are conducted at least annually to evaluate the IFSP for an infant/toddler with a
disability and the infant/toddler’s family and, as appropriate, to revise its provisions. The results
of current evaluations conducted under § 4226.61 (relating to MDE), and other information
available from the ongoing assessment of the infant/toddler and family, shall be used in
determining what services are needed and will be provided.
The caregiver will be notified in writing of the results of the evaluation and assessment of the
infant/toddler. Information will also be provided on other community supports and services that
may be available to the infant/toddler and family. Contact information for the Franklin/Fulton
Early Intervention program and Preschool Programs will be provided in the event that the family
should have concerns regarding their child’s development in the future.
The Franklin/Fulton Early Intervention program has the following procedure in place to review
the level of care evaluation or re-evaluation determination for infants/toddlers who are eligible
for the ITF waiver:
the Service Coordinator is responsible to request the family's permission to complete a
formal level of care assessment for the infant/toddler
if the family gives this permission, the Service Coordinator is responsible to assure that
the appropriate assessment and evaluation information is forwarded to the independent
Qualified Professional (QP) and to the Infant/Toddler EI Program for completion of this
process
The level of care assessment shall be based on current social, psychological, and medical
information presented to the QP. Generally, no additional assessments or evaluations apart from
those records provided through the IFSP development process should be required by the QP.
The QP certifies whether the infant/toddler meets the eligibility requirements for the ITF Waiver
by signing the level of care form, PW 123, titled: Certification of Need for Infants, Toddlers and
Families Waiver.
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The QP then forwards the level of care form to the Infant/Toddler EI Program for completion of
the eligibility determination. The Infant/Toddler EI Program Administrator or designee
completes and signs the level of care forms (PW 123).
Each infant/toddler's level of care eligibility must be recertified within 365 days of the initial
level of care determination and at least once annually thereafter for the infant/toddler to continue
to be eligible for waiver-funded IFSP services. This recertification process occurs in conjunction
with the infant/toddler's annual IFSP review. The QP bases the recertification on whether the
infant/toddler continues to meet the level of care criteria as evidenced by the infant/toddler's
most current MDE and IFSP and an evaluation of the infant/toddler's current condition.
A review to determine that an infant/toddler continues to qualify for waiver-funded services can
be authorized by the Infant/Toddler EI Program at any time, based on information warranting
such a review, including a recommendation from the family, the service coordinator or the IFSP
team. The QP completes the applicable portions of PW 123-A, titled: Recertification of Need for
Infants, Toddlers and Families Waiver, and forwards the form to the Infant/Toddler EI Program.
The QP and the Infant/Toddler EI Program Administrator, or designee, completes PW 123-A to
signify that the infant/toddler continues to meet the waiver eligibility requirements. A copy of
the recertification form shall be maintained on record for a minimum of four (4) years.
The Franklin/Fulton Early Intervention program has the following procedure in place to help
explain the evaluation process and results to families in a way that they can understand.
1. If there are concerns about the child’s development, a multidisciplinary evaluation will be
conducted to determine the child’s eligibility for Early Intervention supports and services.
2. The evaluation will only occur with written permission. Families will be given a consent
form to indicate that they understand and agree to the evaluation. Planning for an
evaluation begins with a team; the caregiver, Service Coordinator or representative from
the Early Intervention Program and other team members may participate as appropriate
for the child and family’s needs. The family, parent, caregiver is the expert on their child
and their participation as a member of the team is very important.
The evaluation will look at all areas of a child’s development. During the evaluation, members
of the team will discuss positive things the child is doing, as well as identify any concerns. The
evaluation will also determine the strengths and needs of the child and family.
Children develop in five (5) primary areas:
Ability to move, see, and hear—physical development
Ability to talk, understand, and express needs—language and speech development
Ability to relate to others—social and emotional development
Ability to eat, dress, and take care of oneself—self-help (or adaptive development)
Ability to think and learn—cognitive development
The team explains that while all children grow and change at their own rate, some children can
experience delays in their development sometimes this can be cause for concern.
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The Franklin/ Fulton Early Intervention program will ensure that all staff be trained on new or
updated evaluation procedures and that all policies involving evaluations and procedure
statements will be reviewed annually or sooner when changes or updates are released. Trainings
for new releases or updates will occur for all staff including administrative, independent
evaluation team members, therapists and, service coordination staff as needed. Any change or
update to the evaluation policy or procedure statement will be sent immediately upon receipt to
provider agencies and all policy or procedure changes will be reviewed and discussed at the next
scheduled EI provider meeting.
ATTACHMENT:
Guidance on Eligibility Evaluation Practices Early Intervention Technical Assistance
Revised July 2020 1
Guidance on Eligibility Evaluation
Practices Early Intervention
Technical Assistance
Access to Pennsylvania’s Early Intervention program starts with the determination of eligibility
during the initial evaluation process. The evaluation team, including the family, works together to
implement appropriate, individualized assessment activities that provide documentation to
establish eligibility and address the concerns of the family about their child’s development. A
variety of assessment activities are used to gather comprehensive evaluation information to
assist in identifying the child’s developmental strengths and needs. This can include a review of
the child’s medical and other records, administration of a norm-referenced tool, a
family/caregiver interview, and observation of the child in typical routines and activities.
Diagnostic tools and norm-referenced tests should be used for the purpose and population for
which they are valid and reliable. These tests should be administered, and the scores should be
interpreted in accordance with the directions in the manual. Evaluators utilizing these tests
should meet specified user qualifications and have appropriate training to administer the test.
Eligibility is based on a synthesis of the information gathered from all assessment activities and
an analysis of that data in relation to Pennsylvania’s eligibility criteria. It is especially important
that all data be considered when there is inconclusive or conflicting information with regards to
eligibility. When there are questions about eligibility, the evaluation team should review all
available information prior to making a decision.
In addition, when evaluating the eligibility of infants and toddlers for Early Intervention services,
federal and state law allow for the use of informed clinical opinion to establish eligibility.
Informed clinical opinion can be used as the determining criteria for eligibility when norm-
referenced tools cannot be used to adequately identify the presence or absence of a
developmental delay. Possible reasons for using informed clinical opinion to establish eligibility
for Early Interventions services include:
• using a norm-referenced tool would require significant adaptations for the child to
perform the required items, which would invalidate the results.
• the child has a significant health concern or illness that makes testing difficult
• the child has a limited arousal level or inability to participate at the time of the
assessment
• cultural/family differences that vary from the norming sample might invalidate the results
Revised July 2020 2
The Bureau of Early Intervention Services and Family Supports does not endorse or
recommend specific publisher’s tests.
Qualified professionals participating in the evaluation process should:
1. Understand the specific eligibility criteria (Infant/Toddler or Preschool) applicable to the
child being evaluated and keep up with any new regulations and OCDEL
announcements.
2. Have a solid understanding of child development.
3. Be able to explain to families all procedural safeguards.
4. Use individualized assessment activities for each child that provide for an appropriate
determination of eligibility and address family concerns and child strengths and needs
5. Provide the family/caregiver with opportunities for participation throughout the process.
6. Thoroughly understand test protocol and scores so that evaluation results and test
scores can be accurately and sensitively communicated to the family.
7. Administer and interpret diagnostic and/or norm-referenced tools in accordance with
instructions provided in the tool or test manual.
8. Recognize that a child’s test behavior is not always representative of a child’s typical
behavior in other settings, and, as a result, families or caregivers need to be asked
whether the child’s behavior during the administration of a test was representative of his
or her typical behavior.
9. Be able to appropriately document the results of the evaluation and assessment of a
child, as well as be able to explain the evaluation and assessment process and results to
families.
10. Consider all information gathered during the evaluation process when making an
eligibility determination.
11. Understand that eligibility for Early Intervention services can be established by an overall
score in one or more of the developmental areas of cognitive, physical (including vision
and hearing), communication, social/emotional, and adaptive development. If not
established by the overall score alone, with sufficient documentation, eligibility for Early
Intervention may be established based on other eligibility categories.
Oversight of qualified professionals participating in the evaluation should be conducted
by the Early Intervention program (Infant/Toddler and Preschool). In addition, a
providers’ direct supervisor may also provide oversight. Oversight and supervision
should include:
1. Ensuring that professionals performing evaluations demonstrate appropriate
competency in evaluation practices including test administration and interpretation,
observation of the child, and the ability to synthesize multiple sources of information prior
to participating in eligibility determination activities.
2. Closely monitoring evaluation activities and documentation of those activities to ensure
that children are being appropriately identified as eligible for Early Intervention,
assessment tools and other activities are being used correctly, and regulations are being
followed.
Revised July 2020 3
3. Ensuring that the evaluation team receives supervisory guidance or oversight when
challenging assessment situations are present, including when there is conflicting
information around eligibility.
4. Informing evaluation teams how to get additional support or guidance if they are unable
to reach consensus about a child’s eligibility for Early Intervention.
5. Examining evaluation practices to ensure that they are sensitive to individual family
backgrounds; including but not limited to linguistic and cultural considerations and being
aware that diversity among families is often greater than among evaluators.
Revised July 2020 4
Appendix A
The table below compares the eligibility criteria for Infant/Toddler Early Intervention services
and for Preschool Early Intervention services. Note that both programs use the same definition
of developmental delay when determining Early Intervention eligibility.
Eligibility Criteria for Infant/Toddler Early Intervention Eligibility Criteria for Preschool Early Intervention
Early Intervention services are provided to infants or toddlers who meet one or more of the following eligibility
criteria: 1. A developmental delay, as measured by appropriate diagnostic instruments and procedures,
of 25% of the child’s chronological age in one or more of the developmental areas of cognitive
development; physical development, including vision and hearing; communication development; social or emotional development; and adaptive development.
2. A developmental delay in one or more of the developmental areas of cognitive development;
physical development, including vision and hearing; communication development; social or emotional
development; and adaptive development, as documented by test performance of 1.5 standard
deviations below the mean on accepted or recognized standard tests for infants and toddlers.
3. A diagnosed physical or mental condition which has a high probability of resulting in a developmental
delay, including a physical or mental condition that is not accompanied by delays in a developmental
area at the time of diagnosis. 4. Informed clinical opinion has established a child’s
eligibility when other instruments do not establish eligibility.
Informed clinical opinion may be used as an independent
basis for establishing eligibility. It may not be used to negate eligibility established through the use of other
appropriate evaluation instruments.
A child’s medical and other records may be used establish eligibility (without conducting an evaluation of the child)
under this part if those records indicate that the child’s level of functioning in one or more of the developmental areas
identified above constitutes a developmental delay or that the infant or toddler otherwise meets the criteria for an
infant or toddler with a disability
[55 Pa. Code § 4226.22] and [34 CFR § 303.321(a)(3)(ii)]
Early Intervention services are provided to preschool-aged children who meet the following eligibility criteria:
1. Determined to be a child with a disability including:
• Autism
• Deaf-blindness
• Deafness
• Hearing Impairments,
• Intellectual Disability
• Multiple Disabilities
• Orthopedic Impairment
• Other Health Impairment
• Serious Emotional Disturbance
• Specific Learning Disability
• Speech or Language Impairments
• Traumatic Brain Injury
• Visual impairments, including blindness [34 CFR §§ 300.8 and 300.111] or 2. Found to have a developmental delay as result of one of the following: i. The child’s score, on a developmental assessment device, on an assessment instrument which yields a score in months, indicates that the child is delayed by 25% of the child’s chronological age in one or more developmental areas. ii. The child is delayed in one or more of the developmental areas, as documented by test performance of 1.5 standard deviations below the mean on standardized tests. [55 Pa. Code § 14.101] AND In need of special education and related services. [34 CFR § 300.8]
Please refer to OCDEL Announcement: EI 13-#08 Eligibility for Infant/Toddler and
Preschool Early Intervention for policy directives.
Revised July 2020 5
Appendix B
Common Test Terminology
Evaluators should be trained in interpreting test statistics in addition to being trained in the
specific evaluation tools. The terms used below are not mutually exclusive.
Tests
Standardized Test: A standardized test is a test administered and scored in a consistent or
standard manner. A standardized test is administered under standardized or controlled
conditions that specify where, when, how, and for how long children have to respond to the
questions. In standardized tests, the questions, conditions for administering, scoring
procedures, and interpretations are consistent.
Norm referenced tests: Norm referenced tests are designed to permit comparison of one child’s
performance to that of a referent group by providing measures of relative standing (i.e.,
standard scores and percentile ranks) that correspond to locations on a normal distribution,
often depicted as a bell- shaped curve. Norm referenced tests are sometimes also standardized
(meaning all items are administered in a standard format). They may also use observation and
interview which are not standardized approaches.
Criterion referenced tests: Criterion referenced tests are instruments that are designed to
describe a child’s developmental functioning in relation to specified criteria for the purpose of
indicating whether the child is evidencing delay in development. The child’s performance is
compared to a criteria or performance standard not to the performance of other children.
Criterion referenced tests determines if specific skills are mastered, they do not make
comparisons to other children’s performance.
Scores
Raw score: A raw score is the number of questions answered correctly on a test or subtest. For
example, if a test has 59 items and the student gets 23 items correct, the raw score would be
23. Raw scores are converted to percentile ranks, standard scores, grade equivalent or age
equivalent scores.
Age equivalent (AE): AE scores represent the chronological age of the children in the
standardization sample for whom a specific raw score was the average (median or mean) score.
Standard score: The standard scores represent the degree to which a child’s score deviates
from the mean. Standard scores are especially useful because they allow for comparison
between children and comparisons of one child over time.
Standard deviation (SD): A measure of the variability of a distribution of scores. The more the
scores cluster around the mean, the smaller the standard deviation. In a normal distribution,
68% of the scores fall within one standard deviation above and one standard deviation below
the mean.
Revised July 2020 6
Percentiles or percentile ranks (PR): Percentage of scores that fall below a point on a score
distribution; for example, a score at the 75th percentile indicates that 75% of students obtained
that score or lower.
Developmental age: A measure of a child's development (in body size or motor skill or
psychological function) expressed in terms of age norms.
Normal distribution curve: A distribution of scores used to scale a test. Normal distribution curve
is a bell-shaped curve with most scores in the middle and a small number of scores at the low
and high ends.
Sources: Wrightslaw: From Emotions to Advocacy, 2nd Edition,Center for Research on
Evaluation, Standards, and Student Testing (CRESST), Graduate School of Education &
Information Studies, UCLA; American Guidance Service; Harcourt, Inc.; Office of Special
Education and Rehabilitative Services, U. S. Department of Education.