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Summary of the REPORT of the TASK FORCE ON SPECIAL EDUCATION
The Report of the Task Force on Special Education consists of 29 pages of text and 24.
pages of appendices, of which 13 pages are charts and tables. This summary is
offered as a condensed version and will, of necessity, not provide all the background
upon which to make conclusions. Copies of the complete report may be found at the
Reference Department of Cary Memorial Library. The Task Force encourages all who
are interested to review the entire report and/or to contact the Task Force Chair with
questions or comments.
The Task Force on Special Education: Susan A. Elberger, Chair; Neal Boyle; Sue
Cusack; Linda Howard; David L. Kaufman; John Ryan; Jane Pagett, Liaison to the
Appropriation Committee
Overview
The programmatic and financial challenges to providing special education services
are growing. As the overall number of students in Lexington has increased, the
number of students with special educational needs has increased as well. There is a
widely-discussed perception that parents of children needing special education move
to Lexington to avail themselves of these services. To whatever extent this"migration"
happens, it becomes difficult to differentiate between the parents of special needs
children moving here for the excellent special education services and the parents who
move here to access the excellent regular educational system.
Lexington, along with all other school districts in Massachusetts, is required by both
state and Federal law to provide a free and appropriate public education, in the least
restrictive environment, to students with special needs from 3 to 22 years of age.
Students must meet the dual criteria of a disability in conjunction with the failure to
progress in regular education in order to receive special education services. Once a
student has met the dual criteria , the school and the student's family work as a team to
design an Individual Education Plan (IEP).
Because there are some students who might benefit from services but do not meet the
criteria for special education, some school systems have begun to offer services under
"504" plans (from Section 504 of the Federal Rehabilitation Act of 1973). For example,
the physically handicapped student who is making effective progress in regular
education might need special transportation. A 504 plan would document the need
and describe the services.
Another option is the even less formal regular education plan. Regular education
plans are being written by some schools to acknowledge the need for short-term
intervention and support. The option of moving to an evaluation and a possible IEP
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remains, but the need is met rather quickly, and the complicated, lengthy, and
expensive involvement of special education is avoided.
The increase in costs is largely attributable to the rising number of students in the
schools and to inflation. Our research indicates that when the costs are adjusted for
these factors, the cost for special education in Lexington has essentially remained flat
from FY90 to FY95. (See attached Chart 9)
Despite the stable costs, the Task Force believes that there is room for improvement in
the implementation of special education services in Lexington. The recommendations
attached will require the collaborative efforts of educators and parents in order to
create meaningful change. If those recommendations can be achieved, the high
quality of service can be maintained and, over the long run, costs savings can be
expected.
THE SPECIAL EDUCATION POPULATION
Student Population Growth: Growth in the regular day program headcount in
Lexington has been consistent with the other communities in the study. However,
Lexington's growth in its special education headcount far outpaces the increases seen
in the comparison communities. Lexington's special education headcount-has _
increased by 30.1 %, with Belmont showing the next highest increase of 5.6% over 5
years, from 1990 to 1995. (See Table 1)
Age, Sex, and School Distribution: Using a system-wide headcount, the largest
concentration of students in Lexington use special education services between the
ages of eight and twelve years. (See Chart 1 for Lexington special education student
distribution by age and sex.) The total headcount of children receiving special
education services in FY 95 is 1 070. Of this total, 699 are boys and 371 are girls.
(See Chart 2 for the distribution by school of special education students attending the
Lexington Public Schools.)
Single Special Education Service Recipients: Given the legal requirement of
dual criteria to receive special education services, the Task Force is concerned about
the number of students receiving single services through special education programs,
particularly when that single service is a therapy. If these students do not meet the
dual criteria, a 504 or regular education plan would be a more appropriate way to
meet these students' needs.
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CURRENT PRACTICES
Prereferral Process: If a student experiences difficulty in a regular education
program, an effort is made to alleviate that difficulty in the regular education classi oonmi.
Although the right to refer a child to special education cannot be circumvented at any
time, the implementation of prereferral strategies offers an opportunity to prevent
student failure and help the student succeed in regular education. The process helps
teachers to explore modifications, strategies and materials needed to support students
in regular education programs.. Between 5/20/94 and 1/23/95, there were 207
referrals to special education in Lexington. The same measurement taken this year,
between 5/20/95 and 1/23/96, indicates that 146 referrals were made, a reduction of
sixty-one referrals or 29%. This significant reduction in referrals to the special
education program is attributed largely to increased effectiveness of the prereferral
process, which has been a priority.
Staff Rotes; Classroom teachers are responsible for the general education of all
their students, whether or not they have special needs. In most cases, classroom
teachers are doing at least an adequate- and in many cases, outstanding- job in these
areas. There is, however, a lack of a system-wide belief that all teachers are expected
to respond to a variety of learning tneeds,-and even an occasional belief that the
classroom teacher is not responsible for children on IEPs.
Special educators perform a variety of tasks, including providing direct services
such as speech therapy; providing support and expertise with regard to curriculum
adaptation and instructional techniques; coordination of services for children; staffing
resource rooms; and participating in team meetings. The increasing use of special
educators' time to attend to administrative details and paperwork is disturbing, and
could be done by a clerical staff member.
Tutors are generally assigned to work with a specific child through the IEP. Usually
they work with the classroom teacher to provide support to the classroom as a whole.
Tutors occasionally appear to be "shadows" of children on IEPs, a practice that may
not be as useful or effective as is thought in many circumstances. It would make sense
to consider assigning tutors when appropriate for the aggregate needs of the
classroom. Tutors have no job descriptions, do not get evaluated, and are unclear- as
are other staff members- as to who supervises them directly. These problems are
caused primarily by the lack of funds for supervisory staff to fulfill these functions
Administrators participate in the development of IEPs; communicate with parents,
specialists, and regulatory and/or government agencies; manage budgets; and offer
leadership in these areas. Most of them do well in their jobs, but the lack of
consistency from school to school is disturbing. There is no reason to feel that every
situation in every school must be handled in exactly the same way; rather, an
acceptance and valuing of the variation in school "cultures" can be an exciting and
positive thing. When that variation leads to inconsistencies in the quality of the
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services delivered rather than the style in which they are delivered, there is cause for
concern.
Professional Development: There are many pockets of outstanding teaching and
supervision in Lexington, yet there is a lack of commitment to the dissemination of
these skills and techniques to all staff. To date, no system-wide efforts have been
made to require system-wide staff development about different learning styles and
teaching techniques. This lack of consistency has made efforts for continuity in
instruction and service delivery ineffective for the Lexington public schools as a whole.
This lack of consistency is demonstrated in the differences among schools in decisions
concerning how to assess a child's learning issues, the prereferral process, the
structure and use of teams and team meeting times, the type and manner of delivery of
services, and the evaluation of the effectiveness of services. Most critically, it results in
confusion and lack of trust among the parties concerned.
Given that the inclusion model has only been a major focus in special education for
the last four years, some staff members may not have received any significant amount
of professional training in teaching students with diverse learning neads or styles.
Continuum of Service from Regular through Special Education: The
expected continuum of services between regular and special education unfortunately
doesn't appear to exist as effectively as the Task Force might hope. Interviews with
teachers, administrators, and parents indicate that in some cases, children who have
real but mild learning needs cannot have those addressed without special education
programs. The reasons appear to include the lack of system-wide commitment
mentioned above, the lack of sufficient professional development in diverse learning
needs, and the absence of sufficient regular education support staff.
An example of the absence of a continuum of services is that of a child having
problems with reading. If the student is in first grade, the Reading Recovery program is
available to all children. If the student is in another grade, however, there may not be
enough resources available for the student to receive help with reading unless the
student is referred to special education.
In the last ten years, curriculum coordination staff has been cut back by 60% and
central administration staff has been cut by 25%. The loss of these specialists and
resource staff members has meant that there is often no alternative method of
providing services to students in need other than referring them to special education.
The Concord Public Schools have undertaken a major effort to enhance the quality of
education in a way that reduces the number of students on IEPs while not reducing the
level or kind of service provided to them. They strictly comply with the dual criteria
requirement while also ensuring that children are receiving needed services. It has led
to a 47% decrease in the number of elementary students on IEPs from 19% in 1990 to
10% in 1995. On the secondary level, at Concord Carlisle Regional High School, 17%
were on IEPs in 1990, compared to 13% in 1995, for a drop of 24%. This effort
demanded extensive work in creating and maintaining levels of trust between staff
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members and parents. Many of these students, formerly on IEPs, now receive their
needed services through regular and 504 education plans. The school system avoids
special education costs primarily by not having to pay for staff time during TEAM
meetings and to complete paperwork.
THE COST
The Massachusetts Dept. of Education End of Year Pupil and Financial Report
. was chosen as the data source because it was assumed to be most consistent.
However, it became apparent in compiling the data not only that school districts
differed from each other in how they classified certain expenses, but also that there
were inconsistencies from year to year within the same district.
Despite these shortcomings, the Task Force wanted to show some comparative cost
data so that the Lexington special education program could be placed in the context of
programs in surrounding and/or similar communities.
During the five-year period (FY90 through FY95), school expenditures in the town of
Lexington increased by 24.3%, or a dollar growth of $7,474,055. This percentage
increase is the second highest among.the six communities, with Wayland showing a
higher percentage increase of 32.3%, and a dollar increase of $4,425,657.
In Lexington, the percentage increase in total expenditures appears to be attributable
to several factors. including increased enrollment, the inclusion of the cost of benefits
in school salaries, and the impact of inflation on several program elements, especially
salary growth.
Instructional Services: This part of the schedule reflects increased costs for
teachers, supervisors, guidance, and psychological services professionals, as well as
for textbooks, instructional equipment, and instructional hardware and software.
These schedules reflect increased staff levels and educational supplies to handle
additional enrollments.
Regular Education During the five-year period (FY90 through FY95), Lexington's
growth was $5,692,953, or 43.9%;, Wayland's growth was $2,281,431, or 36.5%, and
Andover's was $2,705,409 in this category, for an increase of 22.7%. Lexington's
policy concerning class size explains at least part of our high position in this category.
Specia' Education Of the comparison group, Lexington has the greatest increase in
instructional costs including salaries paid to its special educators, i.e., teachers,
administrators and supporting staff. The Lexington percentage increase in this
category, 76.7% or $1,927,626 is high, but partially reflects the staff hired to educate
the additional 30% in the special education population. None of the other
communities have an enrollment increase of this magnitude.
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Other Special Education Costs: The costs analyzed in this category include out-
of-district tuition, transportation and psychological costs.
Supervisory: Lexington's increase over five years in this category is the largest, at
119.4%. The community with the second largest increase is Wayland at 75%. As far
as can be determined without a major audit, a significant part of Lexington's increase
appears to be may be an accounting shift apportioning more secretarial and clerical
staff to this line. expenses currently covered in this line item include salaries for the
Director of Special Education, 2 secretaries in the Special Education Department, a
secretary at Lexington High School, clerical staff needed to complete IEP paperwork;
and consultants services including legal; printing, office supplies, and travel for
administrative staff; and computers, software, and teaching supplies.
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Teaching: Lexington's increase of 59.9% in this category is second to Wayland's of
69.5% for the same time period.
Psychological: Lexington's expenditures increased 97.4% over the five-year period,
second to Bedford's increase of 146%.
Outside tuition: Lexington has shown relatively slow growth in this area over the five-
year period, with an increase of 14.5% This rate of growth reflects the.policy-of •
inclusion, which one would expect to reduce outside tuition growth over time.
Per Pupil Costs; Two of the comparison towns. Bedford and Andover. have special
education per-pupil costs higher than Lexington's which, at $9,951, is only slightly
above the average of all 6 towns.
Although Lexington compares favorably on a per-pupil cost basis, we can expect to
see increases in this measurement if more students are serviced in regular education
programs, including 504, as recommended by this Task Force. Such a policy would
leave fewer students in special education, but the average level of need for each
remaining student would be higher than among those receiving services now. Overall,
however, the special education costs would be likely to decrease over time. (See
Charts 10 and 11)
Offsets to Special Education Costs: Lexington recovers a small percentage of
its special education costs from Federal entitlement grants which are distributed
through the state government. This totaled $349,440 in FY95 under entitlement grant
91-142, Lexington Special Services, which amounted to $415 per student. In addition,
we received $46,800 under an early childhood grant for 3, 4, and 5-year-olds, which
reimbursed at $600 per student. These revenues are directly accessible to the school
department but in accounts separate from the school budget accounts. In prior years,
Lexington received additional entitlement grants which are no longer available. These
totaled $57,370 in FY95.
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Over the last 2 years, Lexington Public Schools have made a significant effort at
recovering some of the costs of special education services provided to students by
billing Medicaid for the services. Major efforts to collect Medicaid funds began in the
middle of FY95. During FY95 $76,731 was recovered. This year, as of 12 March
1996, $111,174 has been recovered. These funds are placed in the general fund, not
in the school budget. The expenses, however, are paid out of school operating funds.
Budgeting for Special Education: Budgeting for special education is an ongoing
challenge. Litigation, unexpected new students requiring services, transferring
students, and spiraling private placement tuitions combine to increase the volatility of
special education costs and the ability to predict those costs.
A FINAL WORD
It has become apparent to the Task Force that the resources of the school department
are being stretched severely. The commitment to serve an increasing number of
students in both regular and special education is a strong priority in this community.
The Task Force strongly suggests that we incorporate some of the successful models
developed by other school systems. These systems adhere closely to both the letter
and spirit of the law, yet they seem to be able to moderate cost growth and provide for
the needs of all students.
We are particularly impressed by the use of the prereferral process and 504 plan in
Concord. The Concord model allows the school to rapidly respond to children in need
of specific services without incurring the costs of developing a full TEAM evaluation
and IEP before providing the child with assistance, in large part due to the
enhancement of their regular education program supports.
In Lexington, the automatic repetition of all assessments every three years needs to be
rethought. Clearly, there are some sections of the evaluation that must be done.
However, in many cases it is neither necessary nor useful to repeat the full battery of
tests. Parents and educators should decide together what makes sense with regard to
testing.
We believe that Lexington can improve the implementation of its special education
services. The recommendations that follow reflect our understanding of other models
and practices, as well as our faith in the ability of our system to build on its solid base
of excellence.
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RECOMMENDATIONS
Our research and discussions have led to agreement on the following
recommendations.
1. Recognize the right of all children to get the help they need to do well in school,
while simultaneously recognizing that special education may not be the
appropriate setting to receive that help. We are supportive of the movement
toward inclusion while understanding that the "least restrictive environment" may
not be the same for every child.
2. Comply with the legal criteria that both a disability and failure to progress in regular
education must be present in order to receive special education services. One of
these alone is insufficient. Children who are not making educational progress but
do not have a disability are not eligible for special education services.
3. Implement the use of 504 plans and regular education supports, such as are used
in Concord Public Schools.
4. Comply with state and Federal definitions of "related services", providing only those
services required for a student to access his/her special education program.
5. Continue to strengthen the use of the prereferral process to attempt interventions
that may be provided within the structure of regular education services.
6. Report data regarding special education costs, student population, and services
provided in a consistent way from year to year.
7. Develop and implement standards for all staff to respond to the educational needs
and learning styles of a diverse student body. Significant professional
development in both teaching techniques and the laws is required
8. Strengthen regular education options, services, and strategies so that special
education resources are reserved for those who meet the dual criteria. Provide
stronger support services for regular education staff, by encouraging collaboration
with curriculum coordinators, subject area specialists, and special educators acting
as consultants.
9. Develop and disseminate explicit criteria for determining the need for tutors to
school personnel and parents. Consider assigning tutors for the aggregate needs
of the classroom. Require system-wide consistency regarding when a tutor is
needed.
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10.Develop job descriptions for tutors, specifying plans for their training, supervision,
and evaluation. Establish a clear understanding of how they are expected to work
with other staff members, students, and their families.
11 .Expect all teachers to be actively responsible for all the students in their
.classrooms. To accomplish this, a system-wide culture must be developed which
presumes that all teachers will share equally in the responsibility of educating
students with disabilities. Throughout the system, there are clear patterns of
inequitable distribution and placement of students with disabilities. While most
teachers embrace children with special needs in their classrooms, a small number,
known to parents, colleagues, and administrators, does not. This practice is not
acceptable.
12.Take active steps to increase the level of trust between parents and teachers, since
it is clear that the tone for the ongoing relationship between parents and staff is
established during the earliest contacts. It can be too easy for educators and
parents to see each other as adversaries rather than as partners, resulting in less
than effective educational services to children. TEAM members, both parents and
professionals, need to deal sensitively with each other, and to establish trust and
rapport. The new Manual of Inclusive Education, developed jointly by parents and
the school department, may be helpful in this regard
13.Encourage parents to develop a network, perhaps through the Special Needs
Parent Advisory Council (PAC). to provide support for parents as well as to help
inform them of their rights and responsibilities. School personnel would be
expected to inform parents of this network and encourage them to use it
14.Engage parents, perhaps with the help of the PAC, in developing their roles as
partners in support of the education system.
15.Ensure that parents and educators understand the purpose of updating IEPs . It
may not be necessary to do the full battery of evaluations each time the IEP is due
for updating, and may be in the child's best interest to not undergo extensive
testing if the child's needs are clear to and agreed upon by both parents and staff.
16.Be willing to go to hearing on disputed IEPs in situations where the school
department is confident of its case, understanding at the same time that hearings
are expensive and likely to produce feelings of ill will.
17.Write IEPs, with clear, measurable, achievable, and appropriate goals, which can
be used as tools by parents and teachers to assess program effectiveness and
student progress.
18.Become more knowledgeable and aggressive in pursuing Medicaid
reimbursement. Train TEAM chairpersons regarding policies and procedures for
identifying Medicaid eligibility. Encourage parents' cooperation in this effort.
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Chart 9. Special Education Instructional Costs by Year
Adjusted for Inflation and Headcount
4,500,000 T
•4,000,000
3,500,000
m /.
3,000,000
a 2,500,000
-
a�
-- Instructional Cost-
o
2,000,000 Actual $
Inflation Adjusted
C 1,500,000 _ Cost
.A Headcount
Adjusted Cost
1,000,000
Inflation &
Headcount Adj.
500,000 j Cost
0 1 I i
90-91 91-92 92-93 93-94 94-95
School Year
47