VISUAL IMPAIRMENTS (V.I.)
A collection of resources to support programs for students with visual
impairments.
Administrator‟s
Toolbox for V.I.
VISUAL IMPAIRMENTS
Administrator’s Toolbox for V.I.
PaTTAN
3190 William Pitt Way • Pittsburgh, Pa. 15238
Phone 412-286-2336 • Fax 412-286-196
Table of Contents
Chapter 1: Toolbox Chapter 6: Resources
Introduction 2 Website resources 111
Supervisors of V.I. in Pennsylvania 125
Expanded Core Curriculum 134
Chapter 2: Roles & Responsibilities of Individuals 145
Employment/Certification
Certification 6
Job Descriptions 8 Appendix A: University of
Job Bank Information 11 Pittsburgh
Hiring Options 16
Interview Questions & Information 26 Appendix B: Pa. College of
Optometry
Chapter 3: Professional Appendix C: Kutztown
Development University
Mentoring 43
Training Options 45 Appendix D: Emergency
Certificate
Chapter 4: Program Appendix E: Act 48 Q & A
Implementation
Caseload Anaylsis Guidelines 47 Appendix F: Job Descriptions
Qulaity Programs for the V.I. 54
Michigan’s Vision Severity Rating Scales 78 Appendix G: ACVREP
Iowa Caseload Tool 108
Appendix H: University
Programs for Visual
Chapter 5: Frequently Asked Impairment Certification
Question 109
V I S U A L I M P A I R M E N T S ( V . I . )
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V I S U A L I M P A I R M E N T S ( V . I . )
1
Chapter
Pennsylvania Administrator’s
Toolbox for Visual Impairments
A collection of resources to support programs for students with visual impairments.
A
dministering a program for the education of children with visual impairments (V.I.) presents
some challenges for most able of administrators. Visual impairments pose unique issues. It is
through vision that we gather the vast majority of information about our environment. Even a
mild limitation in functional vision will have an impact on gathering, accessing, and using
information about people, the world around us, and interactions among them.
Visual Impairments range in severity from very mild ( but still below typical visual abilities) to no vision.
A child may acquire a visual impairment at birth or at any point throughout his or her life, with each
situation having a different impact on development. Visual impairments can do happen in conjunction
with all levels of physical, emotional, and cognitive abilities. These factors combine to make the
population of children with visual impairments an extremely heterogeneous group.
The incidence of children with visual impairments is low compared to other disabilities. About 1% of the
children receiving special education services have a visual impairment. Disability-specific services blend
medical and educational information and cover an extremely broad range of pedagogy. While a majority
of professionals in the field of visual impairment (T.V.I.), including orientation & mobility specialist (o &
M), serve children through the local education agency in an itinerant mode, a full continuum of programs
and services is mandated by law and may include resource services and approved private schools. The
low incidence of V.I. students and V.I. professionals to serve them, combined with the unique
characteristics of the continuum of services, serves to provide administrators with unique challenges.
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V I S U A L I M P A I R M E N T S ( V . I . )
Introduction
This administrator‟s toolbox is intended to provide administrators with information in a flexible
framework for hiring and retaining V.I. professionals that will accommodate modifications necessary to
meet existing district standards.
The administrator’s toolbox is a collection of tools that can assist administrators in :
Supporting current staff and programs; advocating for new or additional staff; understanding certification
requirements; evaluating and/or updating job descriptions and hiring practices; gathering information
about professional and paraeducator job banks; and reviewing additional resources.
I C O N K E Y
Assumptions
Utilizing the Toolbox
Scenario
Assumptions
Every resource has limitations and makes some assumptions. The Toolbox makes the
following assumptions that should be considered when evaluating the use of its
resources
1. Local education agencies (LEAs) already have many existing resources to assist them in achieving
their goals. This Toolbox is intended to support those resources by supply information specific
to visual impairments.
2. Local education agencies (LEAs) will modify the job descriptions, interview questions,
procedures, and other resources to meet their specific individual needs.
3. In Pennsylvania, Teachers of the Visually Impaired (T.V.I.) must be certified by the
Pennsylvania Department of Education in Blindness/Visual Impairment, N-12. T.V.I.s may be
dually certified in Orientation & Mobility by the Academy for Certification of Vision
Rehabilitation and Education Professionals (ACVREP), herein referred to as the Academy.
T.V.I.s and O & M specialist are not considered separate professional groups in Pennsylvania as
many of the competencies and duties of the dually certified vision professionals overlap. T.V.I.s
who bill for Medicaid (Access) must have the additional certification of Orientation & Mobility
from the Academy.
4. In compliance with the Individuals with Disabilities Education Act (IDEA) and Chapter 14,
placement decisions for students with V.I. are based on consideration of a full continuum of
services. Each child‟s unique individual needs are considered when determining placement.
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V I S U A L I M P A I R M E N T S ( V . I . )
5. Administrators need to be cognizant of the fact that a student eligible as visually impaired has the
same rights regarding disciplinary exclusions as students with other disabilities. The 10/15 day
rule applies.
6. A manifestation determination that a mis-behavior is not related to a visual impairment does not
allow an educational entity to deny FAPE.
7. Services to students who are visually impaired are considered “program” services. O&M may be
considered a „related service‟.
Utilizing the Toolbox
Each section of the Toolbox is related to other sections, but may be used
independently. Each section is intended to expand on current information, strategies,
and resources used by administrators
A scenario
A way to illustrate how to use this Toolbox may be through a scenario of a fictional
district that is anticipating a change in its VI population or service delivery options.
The Sunshine School District: Hypothetical Scenario
Because of a new industry in the Sunshine School District (SD) and surrounding area, many
people are moving to the district resulting in changes in the population of children who receive services
from special education. The TVI/O & M professional that had provided services for many years has now
retired and the intermediate unit has difficulty locating another teacher. You have been able to convince
the retired teacher to do some contract work.
As the new director for the special education program in the Sunshine SD, you are responsible for
ensuring that the needs of the students with visual impairments are being met. However, your experience
with these students is limited and you are unsure of who the students are and what their needs comprise.
To assist you in fine-tuning the VI program, you could complete the activities listed below.
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V I S U A L I M P A I R M E N T S ( V . I . )
1. In order to determine the extent and amount of VI services needed, conduct a caseload analysis
(refer to Caseload section). Additional documents are in the Resource section to assist you.
2. Based on the caseload analysis, you find that your LEA immediately needs a full time T.V.I.. O &
M services can continue from the service center for the time being, but its‟ clear that you will need
( at least) a half time O & M specialist within the next two or three years. Growth patterns
indicate that additional V.I. staff may also be needed at that time. Your options include training
an existing staff person or recruiting and hiring a new person from outside the LEA. You decide
to hire a T.V.I./O & M from outside the LEA, or may identify an existing staff person to start
dual certification training. Because you realize that it may be easier to identify and recruit a full-
time O & M specialist, you may decide to contract for I.U. services with a neighboring I.U. (see
Hiring and Job Bank sections).
3. To clarify the roles and responsibilities of the new positions, select the job description that
matches your district‟s philosophy (see Job Description section).
4. You will need to identify how you are going to find your T.VI. (see hiring options and the posting/job
bank sections).
5. Before you begin interviewing your pool of applicants, review the sample interview questions (see
Interview Questions section).
6. You recall that after having a student with a visual impairment and working with an O & M
specialist from the I.U., a special education teacher expressed a strong interest in becoming a
dually-certified T.V.I.. (Review the Professional Development section with him/her).
7. Depending on the new T.V.I.‟s level of experience, you may want him/her to participate in a
mentoring program. If the new T.V.I. is a recent graduate or from another state, both induction
and mentoring can help him/her adjust to their new position. ( See teacher induction section)
Hopefully, this scenario helps you to see how to use the information in the Toolbox. For further
information, consult your PaTTAN consultant, special education director, intermediate unit staff, and/or
other LEA resources.
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V I S U A L I M P A I R M E N T S ( V . I . )
2
Chapter
Employment/Certification
This section answers questions related to teacher certification, job descriptions for
positions related to Visual Impairment programs, job banks, hiring options, and
interview questions.
Certification Information: Teacher of Visual Impairment
.V
(T .I.)
When teachers meet the requirements for certification, the Pennsylvania Department of Education,
Bureau of Teacher certification and Preparation Division of Teacher Education in Special Education,
Blindness/Visual Impairments N-12 issue a provisional or permanent certificate.
Pennsylvania has three universities offering preparation programs that meet the Teacher Certification
requirements. These include Kutztown University, Pennsylvania College of Optometry, and University of
Pittsburgh. See Appendix A, B, C for information on each university.
Certification Information: Orientation & Mobility Specialists (O
&M)
O & M specialists are certified through the Academy of certification of Vision Rehabilitation and
Education Professionals (The Academy). The commonwealth of Pennsylvania does not have a separate
certification for orientation & mobility specialists. The LEA may request that an O & M specialist
maintain Academy certification as well as Pennsylvania teacher certification.
Universities that train O & M specialists must meet Academy guidelines for candidates to be eligible for
Academy certification. The University of Pittsburgh and the Pennsylvania College of Optometry offer
training in O & M. Students may either seek certification or complete a full master‟s degree program.
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V I S U A L I M P A I R M E N T S ( V . I . )
Emergency Certification
The Pennsylvania Department of Education, bureau of Teacher certification and Preparation, Division of
Teacher Education issue emergency certification for teachers of students with visual impairments (T.V.I.).
There is no emergency certification for orientation and mobility specialists (O & M ).
Pennsylvania has three universities offering preparation programs that meet the Teacher Certification
requirements. These include Kutztown University, Pennsylvania College of Optometry, and University of
Pittsburgh. See Appendix A, B, C for information on each university.
See Appendix D for emergency Certificate procedures.
Maintaining Certification
Visual Impairment (V.I. ) teachers must meet all of the requirements for professional development as set
forth by the State Board of Education Certification in Act 48. Certification for V.I. teachers must be
renewed every five years.
Certification for O & M specialists must be renewed every five years with the Academy. In order to
maintain certification, specialists must submit information required by the Academy.
O & M specialists who do not hold Academy certification cannot bill Medicaid (Access).for more
information, visit the AERBVI or Academy web sites at:
www.aerbvi.org/certificatin/universities.htm
or
www.acvrep.org
See Appendix E for Act 48 frequently asked questions.
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Job Descriptions: Overview
Job descriptions provide a framework for recruiting, hiring, evaluating, and describing positions. These
descriptions may be used for the following purposes:
Informal contract between the district and individual, by identifying the expectations
of each party.
Promote quality services within the field of visual impairment (V.I.).
Direct and assist in the hiring process.
Provide a protocol for interviewing potential hires.
Identify professional development needs for new and veteran personnel.
Structuring and/or supplement relevant performance evaluations.
Supplement to the certification policy guidelines.
Job Descriptions: Assumptions
It is imperative that present procedures for recruiting, hiring, evaluating, and describing positions be
updated regularly. As part of this process, the following assumptions are made:
The LEA will have the selected job descriptions reviewed to ensure they meet all
current legal requirements.
The LEA will modify sample job descriptions to fit the existing district format.
The LEA will periodically review job descriptions for applicability and modify the
descriptions as needed.
With the exception for unique student specific circumstances, students with V.I.
who use Braille will be taught using contracted ( Grade 2) Braille, and those who
produce the Braille will be afforded opportunities to do so.
All ADA requirements will be addressed. See Appendix K
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V I S U A L I M P A I R M E N T S ( V . I . )
Job Descriptions: Positions
The purpose of this section is to describe professional and paraprofessional positions within the field of
visual impairment by outlining each of the position‟s major components.
With the exception of Teachers of Students with Visual Impairments (T.V.I.) and Orientation and
Mobility (O & M) Specialist, multiple samples of each job category are included. Once an administrator
has evaluated the needs of the programs and associated the tasks needed, it is time to review the sample
job descriptions.
Teacher of students with Visual Impairments (T.V.I.) : A person holding a valid Pa.
certificate for Special education-Blind/Visual Impairment N- 12 with the following
abilities and qualification:
Assessment and development of individual education programs
Instruct students with blindness/visual impairments
Understand and apply applicable forms and policies
Provide diagnostic and instruction services for students with V.I.
Serve as a liaison with community services.
Orientation & Mobility Specialist (O&M): A person holding a valid Pa. Certificate for
Special Education-Blind/Visual Impairment N-12 and additional completion of
coursework for Academy certification with the following abilities and qualification:
Assessment and development of individual education programs
Instruct students with blindness/visual impairments;
Understand and apply applicable forms and policies
Provide diagnostic and instruction services for students with V.I.
Assist students who are blind or V.I. to travel safely, efficiently, and with grace in a variety of
environments including home, school, and community.
Provide services for infants and children with V.I/multiple impairments on development of basic
concepts and spatial awareness.
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Paraprofessional: A person who is responsible for Braille production, materials
modification, clerical tasks, and direct work with students. This person works under the
direction of a certified T.V.I.. Several models are presented which can be tailored to the
needs of the position required.
Materials Preparation Specialist
Braille and Tactual Materials Specialist
Materials Preparations Specialist and Technologist
Deafblind Intervener-Paraprofessional
Resource: Texas School for the Blind and Visual Impaired ( TSBVI).
Sample job descriptions were reviewed and modified by supervisors of programs for
students with V.I. in Pennsylvania
For all job descriptions listed above, see Appendix F.
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V I S U A L I M P A I R M E N T S ( V . I . )
.I.
Job Bank Information for V Professionals
It can be very challenging to find a V.I. Professional. Local education agencies (LEA) may either not
know where to look or employ inefficient methods to find these very specialized professionals.
Due to the low incidence of students with visual impairments and professionals trained to teach them, it is
frequently necessary to go beyond the boundaries of the district and community. Typical venues for
finding a V.I. professional include advertisements in newspapers and professional journals; fliers at
professional meetings; brochures from the district offering the V.I. position; and electronic forums, such
as job banks and listserves. This resource will focus on venues other than the newspapers.
Assumptions
Supervisors will utilize the professionals in the human resource office within their LEA.
Directors have the following information:
1) an accurate and current understanding of their T.V.I. caseload;
2) a solid understanding of the social, political, demographic, and
geographic characteristics of their district;
3) information about the community in which the V.I. professional(s) will be living and
working.
Information about the vacancy will be available in multiple formats and in
multiple locations.
LEA has considered searching for a V.I. professional with existing certification rather than
training from within.
What type of information is desired by potential applicants?
When a district has a vacancy it typically develops two types of information: the official job
vacancy notice (JVN) and an unofficial flier about the job.
Job Vacancy Notice
The JVN usually includes legal and practical aspects of the vacancy such as basic requirements, duties
and responsibilities, and contact information. Administrators have very little flexibility with the information
that goes into the JVN.
Job Flier or Brochure
A job flier/brochure includes the above information in a more informal format, one that is intended
to encourage candidates to apply to your district. The flier may include information about the students,
community, district, and other information that might entice the potential applicant to select your district and
not others. The flier can be a single page, a packet of information, or a combination. Discussions with HR
directors and VI professionals around the country indicate that the following types of information are desired
by potential applicants.
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Job Flier or Brochure Information
Attractive visual appeal, including use of color
Community information:
o People and their families move to a „place,‟ not a job.
What is it about the community that has attracted others?
What type of information does the Chamber of Commerce
distribute about your community?
What type of applicant are you looking for? One who desires:
o the peaceful vistas and safety of a small community?
o the dynamic cultural activities of an urban area?
o the flexibility and accessibility of a suburban area?
Information about other types of employment in the community (for a spouse)
Information about the district and special education services:
o Strengths of the districts
o Dynamic new initiatives
o Salary range:
People from other areas may be unfamiliar with the ranges in the area
Range by level of degree is preferred.
o Characteristics of the special education program
Information about the VI program:
o Type of certification required? Desired? Emergency permit considered?
o Students to be served
o Support for regional and statewide professional development
o Other staff members, such as a Braillist.
Powerful inducements to potential employees may include:
An on-site interview including paid travel expenses
Assistance with relocation costs; even a small amount can be very influential.
o Bright noticeable colors on flier or brochure. Make sure that the background and print
have a high degree of contrast
o Photos:
Insert a picture of something that represents the job
A photo could be inserted on a flyer or used as a background.
The photo should NEVER inhibit the basic readability of the printed
information.
A photo could be used to target the potential VI applicants, or a more generic
photo could be used for an array of positions in the district.
o Use of colors, photos, and the size of print will increase the cost of the
recruitment; but with thoughtful distribution, it will also increase the applicant pool.
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What venues should I consider when recruiting VI professionals?
How likely is it that a VI professional will see the information about the vacancy?
o VI specific forums include websites, listservs, professional publications, and conferences
with a focus on visual impairments
o VI professionals may not be checking generic special education venues.
What is in the search and recruitment budget? Funds may be needed for:
Printing attractive, colorful flyers or brochures
Travel expenses for an interview in the community
Travel expenses to a university VI training program to conduct interviews or
sending a VI staff person to recruit new candidates
Advertisements in job banks, professional journals and newsletters, and large city
newspapers.
Which job banks can help me find the VI professional best suited to my district?
When considering where and when to post a vacancy, you must consider where a certified VI
professional is likely to see the information. Some of the information below is more generic in nature; some
is focused on VI professionals. Each has its strengths. TIP: Post on as many job banks as possible and at
University prep program sites.
ELECTRONIC RESOURCES:
Listservs
Listservs are composed of people with a common interest who share information and resources via
email. All subscribers get any messages generated by members who post questions, comments, or
information. You can post information directly by subscribing, posting the message, and requesting that
people respond to you privately. You may unsubscribe to the list at any time. This can be an excellent
way to reach a b road array of individuals. While there are many listservs in visual impairment, the
Orientation and Mobility and the AER listservs are possibly the most widely used.
AER
The Association for the Education and Rehabilitation of the Blind and Visual Impaired (AER)
sponsors a listserv known as AERnet. Approximately 500 VI professionals subscribe to this listserv.
Although valuable for both professions, this listserv is primarily used by VI teachers and related
professionals. For subscription information see http://dil.sched.pitt.edu/aernet/. To send messages to
the list write aernet@list.pitt.edu.
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Special Education Exchange
The Special Education Exchange, also known as SpEdEx is a broad source of information in
areas such as research, news and conferences, and resources. It also includes a link to Amazon.com
(www.amazon.com) to assist people in ordering specialized materials.
The SpEdEx site includes an active job bank from organizations with vacancies. It does not
include a resume service for individuals looking for a new position. The SpEdEx web address is
www.spedex.com/jobs/jobs.htm
Texas School for the Blind and Visually Impaired
The TSBVI job bank has a resume service for VI professionals and links to sites that post
vacancies. The VI Job Bank page is located within the Administrator and Program Resource of the
website (www.tsbvi.edu/program). Consider posting a vacancy on a job bank site and checking the
TSBVI site for people who are looking for jobs.
Council for Exceptional Children (CEC)
CEC maintains a website that includes information for both job seekers and employers
(www.cec.sped.org/cc/job.htm). Job seekers can search for vacancies using several categories, including
job description, location, and setting, area of expertise and age of students. For information about
posting a vacancy or resume information contact CEC Career Connections at (614) 923-0600, ext. 339 or
jweston@resume-ling.com. There is a small fee for CEC‟s services.
PRINT RESOURCES:
Job Exchange – Association for the Education and Rehabilitation of the Blind and Visually
Impaired (AERBVI)
AERBVI has two job-related member benefits. The Job Exchange is a listing of vacancies. This is a
monthly publication available to members upon request. Organizations with vacancies place an
advertisement. A classified type ad is $30 per month. If an organization wants a larger ad, the monthly rates
are $300 for a full page, $250 for a half page, and $200 for a quarter page. Deadline for all ads is the 20th of
the month. A copy of the form is included in this section.
The other member service is the AERBVI Job Network. This is a listing of members who are
looking for a new position. The Job Network includes basic demographic information. It is available to
directors for $30. If an advertisement is also placed with the Job Exchange, the Job Network information is
free.
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V I S U A L I M P A I R M E N T S ( V . I . )
For more information, or to place an advertisement contact:
Lorna Frazier-Lindsey
Association for the Education and Rehabilitation of the Blind and Visually Impaired (AERBVI)
P.O. Box 22397
Alexandria, VA 22304
Phone: (703) 823-9690 or (877) 492-2708 (toll free)
Fax (703) 823-9695
Email: AERNET@aerbvi.org
Journal of Visual Impairments and Blindness (JVIB)
This is the only peer-reviewed journal with a focus on visual impairments. As such, it is widely read
by VI professionals. JVIB accepts both classified advertisements and print advertisements. For more
information contact:
Stephanie Biagioli
AFB Press: American Foundation for the Blind
11 Penn Plaza, Suite 300
New York, NY 10001
Phone: (212) 502-7655
Email: sbiagioli@afb.net
Re-View
Review is a professional journal distributed to AER members and focused on practical application
and information For information about placing an advertisement, time lines and cost, contact Grant Williams
at (800) 365-9753.
Intermediate Unit (IU) local IUs and PaTTAN
Typically, the VI professionals(s) at your Intermediate Unit (IU) local IUs and PaTTANs may act as an
informal job bank.
Universities:
Universities maintain offices that assist students in finding jobs. Additionally, most V.I. programs
maintain notebooks of information about vacancies in various places. Students have regular access to both of
these resources. By including those universities that have V.I. training programs (V.I. teacher and O & M
specialist) in your search, you may find new candidates. A list of universities with full-time training programs
in visual impairment is included in this section. You may visit the listing on the AERBVI website at
www.aerbvi.org/certification/universities.htm. A copy of this listing is included in the Training Options
section.
See Appendix H for a listing of Universities which offer V.I. program certification.
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Orientation and Mobility Specific Resources:
The Association for the Education and Rehabilitation of the Blind and Visually Impaired (AER)
sponsors a listserv known as O & M. Although valuable for both professions, this listserv is primarily used
by O&M specialists and related professionals.
If you wish to subscribe to the O & M listserv, please send an email to listserv@list.msu.edu
containing this command in the body of the message: SIGNON OandM
What can I do to make sure that my information is read?
You have approximately 5 seconds to get and keep someone‟s attention
Post your job information in as many places as possible.
Distribute your information where V.I. professionals are likely to read it. These may be different
locations than your district typically uses.
Don‟t underestimate the power of bringing the applicants to your district for an interview and
tour of the district or co-op.
.I.
Hiring Options for V Professionals
This section includes a diverse set of information related to hiring V.I. professionals. Included within this
section is information in the following areas:
General hiring considerations
Supervising dually certified professionals
Suggestions for timing and important steps in hiring V.I. professionals
Finding a V.I. professional
Using alternate pay scales for V.I. professionals as a tool for retention and recruitment
Advantages and disadvantages of various hiring options
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General considerations for hiring:
Reviewing the caseloads will assist in determining the need for a new and/or additional V.I.
professional. The next steps are to decide:
1. hiring options that are most appropriate and
2. how to locate the person(s)
Currently, there is a shortage of professionals with certification in the areas of visual impairments
and/or orientation and mobility. Additionally, many V.I. professionals anticipate retiring within the
next five years. Therefore, you will need to develop a strategy for locating, interviewing, and hiring
these professionals. Before you advertise for a position, however, you may want to explore a variety
of options.
There is a continuum of hiring options, each with advantages and disadvantages, depending on the
LEA‟s needs. Each of the following options assumes that the LEA has performed a caseload
analysis.
There are aspects of the V.I. and O&M itinerant model, which are different from other instructional
positions. These professionals travel from school to school or district to district and work with
multiple teams. In addition to teaching ability, other qualities contributing to success in an itinerant
model, including the continuum of services, include:
Interactive (or “people”) skills for working within a team structure, including working
with parents
Organizational skills for keeping materials, meetings and records straight
Time management skills for completing a variety of tasks and in various locations
Diagnostic and report-writing skills
Self-motivation and self-discipline in a relatively unstructured position
Advanced technology skills
The desire and energy to work as an itinerant professional
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Special note about dual certification:
V.I. teachers and O&M specialists belong to two different professions with two different sets of
professional standards and practices. Extreme care must be taken to ensure that standards are not
compromised when supervising/administering a dually certified professional. Many dually-certified
professionals believe that students are at risk of receiving inadequate services in one area when both
V.I. and O&M are provided by the same person.
Care must be taken to not misunderstand the impact of dual certification. A full caseload (e.g., 10 –
12 students) in a single area typically includes students who need direct and/or consultative services.
Consultation should be active and effective, following a trans-disciplinary model. Should that
teacher become dually certified AND function as both, then adjustments must be made to the
professional‟s caseload. It is not reasonable for a VI teacher who has a full caseload to also have a
0.5 caseload in O&M. Active supervision and a caseload analysis are as critical for dually certified
staff as for the single-certified V.I. professionals. A caseload for a dually certified professional who
is providing both services may be six to ten students when providing both V.I. and O&M services,
or eight to 12 students if some students receive V.I. and others receive O&M services.
Does it matter when I start the hiring process?
The first step is to conduct a caseload analysis (refer to Caseload Analysis Guidelines section). The
caseload analysis should occur before the budget application in the spring. Typically student
caseloads are fairly constant during the winter months beginning in November, making this a good
time to analyze the range of student need. The information collected during the caseload analysis
helps document the need for additional staff, which may be of benefit for the superintendent or
school board.
What are the important steps in hiring V.I. professionals?
The place to start is the district‟s or intermediate unit‟s current pool of professionals. A person
already working in your area may be certified as a V.I. professional and willing to change
positions. That person may also be willing to work part-time as a V.I.teacher and part-time in
another capacity.
If this is the case, you and the V.I. professional will need to develop a professional growth plan to
ensure updated skills in a rapidly changing field. As a recruitment tool, the new V.I. professional may
appreciate the opportunity to develop networks critical to success in their new position. Professional
development opportunities are available through PaTTAN, intermediate units and other professional
organizations.
Another option is to “grow your own” V.I. professional. Local teachers have already established
a rapport with other professionals, and they are less likely to move away. When considering
potential candidates for the certification process, use the list of desired qualities in the
introduction of this section. Review the Training Options section to identify the most appropriate
one for your circumstances.
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V I S U A L I M P A I R M E N T S ( V . I . )
The third common option is to seek a person who is certified, but not currently working for the
LEA. When seeking new applicants, consider advertising in as many places as possible. Your
options include advertising in the newspaper of the largest cities in your vicinity, contacting your
V.I. program for leads or resumes of potential applicants, contacting the certification programs
at University of Pittsburgh, Kutztown University or Pennsylvania College of Optometry,
PaTTAN consultants and accessing listservs which are frequented by professionals across the
nation. (Information about listservs is included in the Job Bank Section.) Your advertisements
should include information about the community in addition to the job definition. It is difficult
to anticipate what any one individual looks for in a job, but one factor that is studied closely by
the itinerant applicant is the size and configuration of the caseload.
How can I find V.I. professionals?
Districts may face several challenges when recruiting V.I. professionals (VI teachers and O&M specialists).
Although it is changing with the new distance education options, the fact remains that there area a limited
number of certified V.I. professionals in Pennsylvania. Additionally, many experienced V.I. professionals
are approaching retirement and will be leaving the field within the next five years. As a result, LEAs must
be proactive when addressing their VI needs.
Before you look outside of your district, consider reviewing the district‟s certification records. It is
quite possible that a teacher already has a V.I. teaching certification. If that is the case, discuss a
possible reassignment with that person. Since that person has been away from the field, remember
to discuss and develop a professional development plan with the new teacher. This may be an
important part of your recruiting that person.
In brief, if no existing V.I. professionals are currently in your district, you have the following
options:
Hiring an existing V.I. professional from another area or state
Use recruitment strategies including advertisement in local papers, statewide papers and
recruitment letters sent to places, which train V.I. professionals.
The Association for Education and Rehabilitation of the Blind and Visually Impaired (AER)
compiles a listing of all universities with a training program in visual impairments. Visit the
AER web site (www.aerbvi.org/certification/universities.htm) or see appendix.
A list of training programs by state is available in the National directory of Services for the Blind
and Visually Impaired, published by the American Foundation for the Blind. If a copy of this
resource is not available in your district, contact the PaTTAN educational consultant.
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V I S U A L I M P A I R M E N T S ( V . I . )
Training an existing staff person or “Growing Your Own”
District identifies a professional to be trained as a V.I. teacher or O&M professional.
Once accepted into a training program, V.I. training typically takes between 1½ to 2 years to
complete the course work and additional time completing the internship while on the job.
Desirable characteristics include:
o interested in working as an itinerant o outstanding problem solver
o diagnostic and report-writing skills ο good self-starter
o good time management skills ο competent in technology
o excellent consultation/communication ο excellent team member
skills
Should I hire a V.I. professional on a teacher’s pay scale?
Frequently V.I. professionals hold a unique position in the LEA. They are perceived as the experts in
visual impairments. Diagnosticians, supervisors and directors turn to V.I. professionals for advice on
issues involving the purchase of expensive pieces of equipment, diagnostic practices and interpreting the
results of assessments. For an assessment to be sensible, applicable valid, the V.I. teacher consults with
the diagnostician on the type of modifications needed in any assessment regiment. This situation is not
typical of other teachers in special education.
O&M specialists are currently paid hourly for contractual work by other state agencies in Pennsylvania.
Their training is highly specific and medically based, on a par with an occupational or physical therapist.
O&M specialists are also classified as related service personnel.
Quality V.I. services are very demanding on V.I. professionals. They must provide direct services, actively
consult with other staff members on several campuses, preview and modify curricula, evaluate students,
provide guidance to diagnostic staff and interact with other agencies and medical staff. Effective V.I. staff
needs to also maintain consistent, ongoing communications with parents.
Because of the assessment and community liaison responsibilities, and other conditions, some people with
V.I. certification have chosen to work in educational positions, which are perceived as being less
demanding, or have increased compensation. As a result, their district has lost the expertise of that V.I.
professional and has had to hire, and train, another person. While new training options have expanded
learning opportunities, V.I. professionals are still hard to find, recruit and train.
If upon reflection, the V.I. staff‟s responsibilities and the „consequence-of-error‟ are more consistent with
diagnosticians, consider developing a plan to move them to that pay scale over the next couple of years.
While V.I. professionals may cost the district more in the short run, in long run, the district benefits in
terms of retention of V.I. staff.
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V I S U A L I M P A I R M E N T S ( V . I . )
What are my hiring options?
LEAs have several hiring options, each having advantages and disadvantage. Each option can be
appropriate at specific stages in a district/program. These listings were developed with significant input
from special education directors and V.I. professionals. These hiring options are viable for all V.I.
positions, including material preparation specialists and paraprofessionals.
INDEPENDENT CONTRACTUAL
VI professionals are hired for a specific set of services, such as working with students and writing reports.
The contract usually establishes an hourly rate. Contractual services may be indicated if a district needs a
VI professional less than 8 hours (or one working day) a week. In a contractual arrangement such as this,
a district usually sends the contractor an IRS 1099 form.
Advantages
Staff will be available for the amount of services needed.
The district may not be responsible for paying if a student is ill or away for any reason.
The district‟s accounting process may be simplified because it is not responsible for any fringe
or related benefits.
If the district is dissatisfied, it is easy to discontinue services.
Flexible, disability-specific expertise is available on a “just in time” basis.
Staff is available throughout the year with no down time.
Very limited purposes may make it easier to find and hire someone qualified.
Disadvantages
Staff may not have ownership of students or district; independent contractors
may seem distant or not a member of the educational team.
The cost to the district will be higher than if the person is on staff (as in the remaining
options).
The district will not have any control over the contractor‟s professional development. Since
professional development costs contractors both in lost wages and the cost of the training,
they may be hesitant to pursue it.
Staff may not be available for team responsibilities, assessments, or related meetings.
It may be difficult to locate an individual wiling to work for very limited purposes.
VI professionals may prefer to work in a position in which insurance benefits are available.
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V I S U A L I M P A I R M E N T S ( V . I . )
It may be difficult to access contractors when problems arise, parents need reassurance, or
other team members need unexpected consultation/information.
PART-TIME DISTRICT CONTRACT
A district may choose to hire a V.I. professional for a designated portion of the weeks, such as 2 days or
50% of a full-time-equivalent position. The V.I. professional works for the district as a standard
employee, but not full-time. These individuals are paid at the standard rate for the district. The VI
professional is not employed by the district or co-op/SSA for the remaining portion of the week. In a
modified contractual arrangement such as this, a district usually sends the employee an IRS W-2 form.
Advantages
The V.I. professional will be a part of the district‟s staff with all that that entails: such as
membership in the district‟s educational team(s) and knowledge of the district‟s systems,
including purchasing and professional development.
Part-timers provide increased availability for assessment and evaluation, cross-professional
consultation, access to and by parents.
Staff will be available for district and regional professional development.
The district may be able to offer a benefit package.
The district may be able to tap into a population of V.I. professionals who are not interested
in full-time employment.
Services are available on a consistent basis all year long.
Consistency is likely to be increased between staff members throughout the year and from
year to year.
Staff will not have to pay self-employment taxes.
This may be an intermediate step in a growing program.
Disadvantages
The district may be responsible for paying for the benefit package.
VI professionals may not be available to observe the students in various environments across
the whole spectrum of the entire day.
Because VI professionals are likely to have additional part-time contracts, flexibility in their
scheduling may be limited.
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V I S U A L I M P A I R M E N T S ( V . I . )
SPLIT-TIME DISTRICT CONTRACT
The district employs the V.I. professional full-time, but splits responsibilities between V.I.-specific
responsibilities and other responsibilities. Districts with less than six students needing services from the
V.I. teacher or O&M specialist and small districts with limited Brailling responsibilities most commonly
use this model. This model is also used for a second V.I. professional. This model does not include those
V.I. professionals who are dual certified and function as V.I. teacher and O&M specialist. This model
may include professionals employed in a shared services arrangement or a purchase of services agreement.
Advantages
The VI professional will be a part of the district‟s staff with all that that entails: such as
membership in the district‟s educational team(s) and knowledge of the district‟s systems,
including purchasing and professional development.
The staff member has increased availability for IEPs/IFSPs. Assessment and evaluation and
team functions.
Staff will not have to pay self-employment taxes.
In a shared services arrangement, the V.I. professional may be able to adjust schedules to meet
special situational needs, such as a parent conference, home visit, or evaluation.
Disadvantages
Significant attention and support from the administrator is essential if this is to be done well.
Quality V.I. programming requires flexibility to attend IEPs/IFSPs, assessments, parent
meetings, team meetings and to provide instruction in non-traditional environments and at
non-traditional times. This flexibility may be challenging for a V.I. professional with other
responsibilities.
V.I. professionals may not be available to observe the students in various environments
across the whole spectrum of the entire day.
Assessment in a broad array of areas is essential to quality programming. This will require
access to a variety of environments and other professionals (e.g., diagnosticians, parents and
other specialized district staff). Special administrative attention to ensure a quality assessment
is required when the demands must be balanced with other demands of the job.
Quality V.I. programming includes attention to many disability-specific skills, such as social
skills and adapted daily living skills. Sometimes a generic special education resource room
simply includes a student with a visual impairment. Then the adaptations and variety of
environments necessary to address the V.I.-specific needs of the child may not be addressed.
The V.I./generic certified teacher may resort to tutoring students in areas which could better
be addressed by other professionals.
If the district is either the fiscal agent for a special purpose co-op or a participating member in
a co-op or shared service arrangement, it must negotiate the share of the time that the V.I.
professional will be available for services.
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V I S U A L I M P A I R M E N T S ( V . I . )
FULL-TIME DISTRICT CONTRACT – SINGLE CERTIFICATION
A V.I. professional can be certified as a teacher of students with visual impairments or as an O&M
specialist. The V.I. professional is employed full-time working with students with visual impairments.
Advantages
The V.I. professional will be a part of the district‟s staff with all that that entails: such as
membership in the district‟s educational team(s) and knowledge of the district‟s systems,
including purchasing and professional development.
The staff member will develop a through understanding of the students‟ needs and strategies
for integrating program resources.
Flexible instruction, assessment and evaluation and teaming will be more likely.
Staff will be available for district and regional professional development.
Staff will be able to act as a liaison with other related community agencies and organizations.
Staff will be available for consultation and assessment with other team members.
Disadvantages
The district will be responsible for all of the costs and responsibilities associated with full-time
employees.
If the district is either the fiscal agent for a special purpose co-op or a participating member, it
must negotiate each member‟s relative costs and responsibilities.
FULL-TIME DISTRICT CONTRACT – DUAL CERTIFICATION
A V.I. professional who has both a V.I. and an O&M certificate is referred to as being “dually certified.”
This may be preferable if a district needs 1.5 TVIs and a 0.5 time O&M specialist.
Advantages
The V.I. professional will be a part of the district‟s staff, with all that that entails.
Staff will be available for district and regional professional development.
They dually certified professional offers some capacity for coordination between VI and
O&M programming. However, this should not be assumed.
Disadvantages
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V I S U A L I M P A I R M E N T S ( V . I . )
It may be difficult to keep professional identity balanced. Staff may identify with one
profession significantly more than the other. As a result, more time may be spent on one area
and less time on the other than is indicated. Student progress may be severely inhibited in the
area receiving less emphasis.
It may be difficult to recruit a dually certified VI professional into the district.
SPECIAL PURPOSE CO-OP
A special purpose co-op is based on an agreement between special education programs to provide a
specific service. The scope and responsibilities of those services are defined by the participating districts
resulting in a very useful arrangement for small populations of students such as those with visual
impairments. Districts may collaborate to hire a single full-time V.I. professional or to develop a more
complete program with multiple staff members. Historically, this option has been underutilized, especially
for O&M specialists. The specifics are discussed and defined within the Financial Accounting and
Reporting Module of the Financial Accountability System Resource (a.k.a. F.A.R.)
Below is a partial list of advantages of this arrangement
Flexibility from year to year and the ability to adjust to changes quickly, possibly without
needing to change staff assignments
Flexibility when a V.I. professional is out for an extended, but limited, period, such as family
leave or illness.
Shared costs of expensive equipment between districts, such as talking graphing calculators or
note takers, especially when the equipment may b needed by a specific student for only a
limited period of time
Robust problem-solving capacity
Shared multi-district/coop policies and support for specific and potentially sensitive
arrangements, such as when O&M specialists take a student off campus for instruction
Increased use of professional development resources
Increased capacity for consistency of services between districts
Increased capacity for reducing professional isolation, thereby retaining V.I. professionals in
the co-op/SSA.
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V I S U A L I M P A I R M E N T S ( V . I . )
Interview Resources for Teachers of students with Visual
.V
Impairments (T .I.) and Orientation & Mobility (O&M)
Specialists
T.V.I. and O & M professionals/paraprofessionals work with a broad range of students in a wide variety
of settings (e.g. classroom, resource, home, & community). Therefore, the disability-specific pedagogy and
skills required of V.I. professionals are expansive and may require several years of teaching to develop.
The purpose of this section is to offer resources to aid in planning and conducting a job interview for
those who work with students in need of visually impaired services. Seldom will an applicant possess
the experience necessary to work with all students who require V.I. and O & M services. But, a prepared
interview process will help you get a better grasp of the range of skills present and identify potential
professional development needs.
Assumptions
Throughout this discussion of the interviewing process, the following assumptions are made:
Districts (i.e. Pittsburgh and Philadelphia) may have their own standardized interview formats.
The interview questions are sample questions. There are many other questions that could and
should be included in the interview process.
When responses are included, the responses are not intended as the only possible or correct
responses, but rather as a guideline for directors or others in evaluating the responses.
Interviewers will consult with the V.I. personnel in their regional service center regarding skills
needed for applicants.
Interviewers will be prepared to offer amenities for the (new) position, including:
Office and storage space.
Phone line.
Reimbursement for travel.
Ready-access to a computer.
Instructional materials budget.
Opportunities for in-service training (including disability-specific training).
[mentoring/induction programs]
V.I. professionals will need work space on individual campuses.
Unless applying for a specific, limited position, such as for a V.I. infant program, applicants are
willing to work with the complete range of students with visual impairments.
Caseload numbers and configurations reflect a local education agency (LEA) desire to provide
quality instructional service to students with visual impairments.
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V I S U A L I M P A I R M E N T S ( V . I . )
V.I. personnel in LEA are available to provide on-the-job support for new T.V.I. and O & M
professionals.
Utilizing the Interview Questions
Prior to scheduling the interview, determine the amount of experience the candidate has so that
you can select the appropriate interview tool. Experientially, applicants usually fall into one of these
categories:
New graduate of a T.V.I. or O & M program with no teaching experience.
Experienced teacher from another discipline (certification) with new T.V.I. or O&M
certification.
V.I. professional with experience as an itinerant or classroom T.V.I..
T.V.I. with experience in a residential setting.
O & M specialist from a residential or rehabilitation facility.
This section includes interview tools for T.V.I. (experienced and inexperienced) and O & M
specialists. V.I. professionals moving from a residential setting are unique in that they have a knowledge
base pertaining to the compensatory skills needed by the student with visual impairment. Typically, these
persons lack experience with the structure and demands of an itinerant position.
The interview questions are intended to be used as general guidelines, and are by no means finite.
Furthermore, as with all interactions with people, you will be making your own decisions about how this
applicant communicates, and whether or not your existing staff and parents will find this communication
style amenable.
A NOTE ABOUT THE INTERVIEWING PROCESS
A common temptation for supervisors is to allow their concern for the limited number of V.I.
applicants to drive their decision to hire. Remember that the very nature of any itinerant position makes it
a difficult one to monitor. Therefore, the professional attributes of your future V.I. professional are very
important. The section on Hiring Options identifies important aspects of a competent V.I. professional.
These may be critical to the success of your V.I.program.
Support in judging the quality of applicants‟ responses and determining the level and types of
professional development that may be necessary upon hiring a new V.I. professional may aid decision-
making. Consider inviting a T.V.I. or O & M-certified professional from an intermediate unit. You might
also consider inviting the out-going T.V.I. or V.I. staff to offer opinions concerning the applicants‟
responses. If none of these are available, you might ask one of your related service personnel (PT, OT,
Speech) to assist in the interview process, as often these positions work closely with the T.V.I. and O&M
specialist.
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V I S U A L I M P A I R M E N T S ( V . I . )
TEACHER OF STUDENTS WITH VISUAL IMPAIRMENTS (T.V.I.)
This tool can be used with applicants who:
have recently graduated from college with a T.V.I. certificate;
are certified in other areas and have added a T.V.I. certificate, but have no
experience teaching students with visual impairments;
have been working as a T.V.I. in a residential program; or
have been working as an itinerant T.V.I.
The questions are subdivided into two parts. The first grouping (22 questions) includes a
collection of questions appropriate for all candidates. The second group is more appropriate for
experienced T.V.I..
Many of the questions presented in the interview tools are fairly open-ended, with no perceived
right or wrong response. They are designed to help you get a clearer picture of the person you are
interviewing. However, some of the questions have responses that are considered to be recommended
practices in the field; these are identified below. The strongest candidates will likely refer to those practices
in their responses.
The questions are listed in normal text, while possible answers are written in italics.
POSSIBLE INTERVIEW QUESTIONS
1. What questions do you have about the responsibilities listed in our job description?
2. In which areas would you need mentoring or training to acquire new skills or increase skill level?
3. How do you organize your work environment?
Examples may address the following:
Scheduling
Travel
Record keeping
Material preparation and location
Communication with parents and other professionals
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V I S U A L I M P A I R M E N T S ( V . I . )
4. Tell me what you know about the ER/IEP process and Chapter 14 rules for eligibility and best practices as
they pertain to students with visual impairments?
The applicant should mention the need (no longer a legal requirement) for
an eye report which indicates: type and severity of visual condition. prognosis, when
possible a significant vision loss after correction.
A functional vision assessment that indicates a need for specially designed instruction,
including: the student’s level of visual functioning, recommendation for educational
programming recommendation for an O&M evaluation,recommendation for a clinical
low-vision evaluation.
A learning media assessment that indicates whether or not the child is functionally blind
and in need of Braille.
The final determination is an ER committee responsibility.
5. What are some of the major resources you will be using in the education of students with visual
impairments?
6. How do you rate your Braille proficiency? (experienced teachers)
7. What role do you feel parents play in working with the educational team?
The applicant should mention some or all of the following:
expertise on their own children.
setting priorities for IEP/IFSP development.
sharing assessment information.
supporting instruction.
8. With what type of student, situation, or specific skill area (such as assistive technology or Braille) do you feel
most comfortable?
9. Do you have any samples of the following documents: functional vision evaluations, learning media
assessments, progress reports, IFSPs, IEPs (Note: candidate will need to be aware of this expectation prior to
the interview).
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V I S U A L I M P A I R M E N T S ( V . I . )
10. What strategies have you used to communicate with parents about their child?
The applicant should discuss some or all of the following:
home/school notebooks.
phone calls.
home visits.
school observations and/or meetings.
support groups and/or workshops.
team concept including teachers, parents, paraprofessionals, OT, PT, principals, and others as appropriate.
11. What is your understanding of what a TVI itinerant does with totally blind academic students? With
students with low vision? With VI students with moderate to severe cognitive impairments? For infants,
young children, and families?
Possible answers include: For Blind students and students with low vision:
Observe in several settings to determine needs, including home, school and community.
Administer informal diagnostic assessment to determine functioning levels.
Provide modifications to the curriculum.
Provide direct instruction in unique (or compensatory) skill areas, including social skills, daily living
skills and self-advocacy.
Provide adapted materials and technology, and training for their use.
Consult with teachers, parents, and related service personnel.
Write progress reports and keep contact logs regarding student progress.
Possible answers include: For students with moderate to severe cognitive impairments:
Work with educational team members, including parents, to perform assessment.
Make recommendations regarding visual needs to all personnel and family.
Work with educational team members to design meaningful routines and communication systems.
Consult with assistive technology team to select and implement appropriate technology.
Write progress reports and keep contact logs.
Possible answers include: For Infants and Families:
Knowledge of developmental milestones or references for such information.
Activities, and/or consult with others about activities, that build concepts in an array of areas.
Methods for helping parents with grieving issues, including resources in the community and print
references.
Understanding that working in the home as a guest of the parents is different from functioning in the
classroom.
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V I S U A L I M P A I R M E N T S ( V . I . )
12. What do you believe should be part of a unique curriculum (i.e. compensatory skills or
disability-specific skills) for students with visual impairments?
Possible answers include:
social skills
concept development
instruction in Braille
abacus
assistive technology
low-vision devices
daily living skills
self advocacy
listening skills
pre-reading skills
keyboarding
low-vision efficiency
career awareness
study skills
orientation and mobility (provided by O&M specialist)
13. What is your perception of how visual limitations impact learning?
The loss of vision can impact areas such as fine and gross motor development, social skills, acquisition of
information (concept development), study skills, language development, body and spatial concepts, mobility,
recreation, and daily living skills.
14. What experience do you have with technology for students with visual impairments?
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V I S U A L I M P A I R M E N T S ( V . I . )
15. (a) Have you conducted a functional vision assessment and learning media assessment? (b)
What are the major components of these assessments?
Inexperienced teachers may not be as thorough on this question, as they probably have not performed many
assessments. Testing should be done in a variety of environments. The report should include a summary of
findings with the educational implications of the vision loss, a statement of eligibility, and recommendations.
Functional vision assessment includes how the student sees including information such as: blink reflex; pupillary
response; shift of gaze; tracking large and small moving objects; scanning to find an object; muscle imbalance;
visual fields; as well as lighting in a variety of situations and environments.
Major components of both functional vision and learning media assessment include:
observation in a variety of settings;
functioning on both near and distance tasks specific to educational and community settings;
conditions necessary for optimal visual performance;
a learning or literacy media assessment to determines reading speed and comprehension, print sizes, lighting,
and how the student accesses literacy materials;
educational implications;
a statement of eligibility; and recommendations.
16. What is your experience in writing IEP/IFSP goals and objectives?
17. How would you determine the modifications your VI students will need to access the general
education classroom setting? What role do you think you should take in providing
modifications?
Answers should include periodically observing the student in the classroom, meeting with classroom teachers, and
talking with students. The TVI should assume an active role in providing suggestions for modifications and
materials.
18. How would you conduct progress monitoring?
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V I S U A L I M P A I R M E N T S ( V . I . )
Progress can be determined through informal assessment and data collection; information from other personnel
and parents; and observations of student performance and progress with IEP goals. The NCLB federal law
requires that all students participate in standardized assessments in grades 3-18 by 2005.
19. How do you determine where to start with students?
Answers may include functional vision and learning media assessments, Every Move Counts, TSBVI’s
Assessment Kit the Oregon Project, Diagnostic Assessment Profile, arena assessment, play-based assessment,
and/or curriculum checklists, informal assessments, and checklists for specialized skills such as Braille, abacus,
or study skills. One may also address the expanded core curriculum areas.
20. Describe your experience participating as a member of a transdisciplinary team.
21. What people and/or resources would you need to perform this job to the best of your ability?
22. Are there any other questions you would like to ask?
ADDITIONAL INTERVIEW QUESTIONS FOR
EXPERIENCED TVI OR TVI CERTIFIED FROM RESIDENTIAL SETTINGS
1. Have you ever held an itinerant position? How do you think this model differs from a classroom
position?
Travel between schools and around the community;
Organizational skills;
Interactions with a wider array of team members;
Locating and using portable resources;
Interacting with various campus administrative teams;
Time management skills must take into account travel factors, campus schedules, and other factors;
Involves working with a wide array of student ages and abilities.
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V I S U A L I M P A I R M E N T S ( V . I . )
2. Describe what you believe V.I. programming for students with visual impairments in addition to a
severe cognitive impairment should emphasize and the T.V.I.‟s role in implementing those
priorities.
Programming should emphasize modifications that compensate for visual abilities; for example, modifications for
communication symbol systems, lighting, placement of materials within the field of vision, training in the use of a
calendar system, and modifying daily routines as well as functional skills.
The T.V.I.’s role is to participate as a team member in assessment, IEP/IFSP development, determining the effect
of the visual impairment on programming, modeling techniques, and providing specialized materials and information
regarding vision loss to staff.
3. What would be the major components of your Functional Vision Assessment for these two types
of students:
Student A: 2-year old student with multiple impairments.
Student B: 13-year old student with low vision attending all general education classes.
Possible response for both Student A and B:
Major components include testing for blink reflex, pupillary response, shift of gaze, tracking large and
small moving objects, scanning to find an object, muscle imbalance, and visual fields. Testing should be done
in a variety of environments. The report should include a summary of findings with a section on the
educational implications of the vision loss, a statement of eligibility, and recommendations.
The report should also include the results of an O & M screening. This may include the information about
the student’s ability to travel in familiar and unfamiliar environment. Based on this information, the report
should include whether an O & M evaluation is recommended.
Major components include observation in a variety of settings; functioning on both near and distance tasks
specific to educational and community settings; conditions necessary for optimal visual performance; a
learning or literacy media assessment which determines reading speed, print sizes, lighting, and how the
student accesses literacy materials; educational implications; a statement of eligibility; and recommendations.
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V I S U A L I M P A I R M E N T S ( V . I . )
The report should also include the results of an O & M screening. This may include the information
about the student’s ability to travel in familiar and unfamiliar environment. Based on this information, the
report should include whether an O & M evaluation is recommended.
4. How do you determine whether or not a student referred for assessment will qualify for V.I
.services?
Review information provided by the eye report, functional vision assessment, and learning media assessment,
specifically the prognosis, degree of vision loss after correction, and how the student functions visually in a
variety of environments. When modifications in methods and material are needed to function, V.I. services
should be recommended to the multidisciplinary team.
5. What has been your experience with using low vision devices with students?
Though answers will vary, the teacher should have some experience with training in the use of magnifiers,
telescopes, and monoculars.
6. How frequently would you schedule the following students for services:
Student A: totally blind elementary-age student
Student B: low vision elementary-age student
Student C: severely cognitively impaired 5th grade student.
Answers will vary widely and should be predicated on needs-based assessment. Typical responses include:
Student A: four to five visits per week
Student B: three or four times per month, preferably one hour per week
Student C: actively consult with the program weekly or twice a month.
7. How do you rate yourself on the abacus?
8. What role do you typically take in a professional team structure for your students?
Answers will vary widely, based on experience. However, the response should indicate active and regular involvement.
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ORIENTATION AND MOBILITY SPECIALISTS
This tool can be used with candidates who have various levels of experience. Some applicants
may have experience at a residential school, hospital, or other adult rehabilitation agency, whereas others
will have taught within the itinerant model. The questions presented are not in any particular order. Before
beginning the interview, give the applicant time to review the job description.
1. What questions do you have about the responsibilities listed in our job description?
2. In which areas would you need mentoring or training to acquire new skills or increase skill level?
3. What populations have you served?
Experienced O & M specialists who have been working in the field full-time should mention a wide range
of visual abilities, ages (including infants), physical and cognitive abilities. If any areas are missing, you should ask
about why those areas were not served. A blend of the following three scenarios is typical:
(a) The district’s V.I. populations did not include all of the above groups.
(b) Originally, personnel preparation programs for O & M specialists focused on adult instruction. Some
training programs still emphasize rehabilitation, therefore, some O & M specialists were not trained in
educational issues, especially for young students and those with more challenging, diverse needs. As a
result, O & M specialists may have limited experience in the assessment and instruction of the skills
needed by the wide range of VI students who can benefit from O & M training.
(c) Caseloads in the previous position were such that all of the students who could benefit from O & M
services were not able to receive services and the services were focused on academically-oriented school-age
children.
Regardless of the reason, limitations in the range of students served indicate the probable need for professional
development in the deficient area(s)
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4. Have you ever held an itinerant position? How do you think this model differs from a
residential position?
This question will not apply to most candidates. The vast majority of O & M specialists function as itinerant
professionals.
5. Offer some examples of how you organize yourself in any of the following areas?
Scheduling
Travel
Record keeping
Communication with parents and other professionals
6. What are some of the major resources you will be using for teaching safe, efficient, and
independent travel?
The applicant should be able to list 4 or 5. Current resources include:
Beyond Arms Reach, (Smith & O‟Donnell) Orientation and Mobility Technique for
Independence (LaGow & Weessies)
The Art and Science of Teaching Orientation Early Focus (Pogrund, Fazzi, & Lampert)
and Mobility (Jacobson)
The Family of Owen M. (Flaherty, Hawkins, Travel Tales: A mobility storybook (Hallpern-
and Heaton) Gold, Adler & Faust-Jones)
Foundations of Orientation and Mobility Hand in Hand (Amaerican Foundation for
(Blasch, Weiner, and Welsh) the Blind)
TAPS (TSBVI) Journal of Visual Impairments and Blindness
Review
The O&M Primer for Families and Young the orientation and mobility listserv,
Children (Dobson-Burk & Hill) among others.
Orientation and Mobility Techniques (Hill & Review
Ponder)
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7. What role do you feel parents play in working with the educational team?
Parents are a crucial component in successful orientation and mobility for the child. The O & M specialist should
work closely with parents to ensure carry-over into a wider variety of environments. Progress reports should be
provided frequently.
Parents should be regularly invited to participate or observe in lessons. They should be encouraged to observe and
participate in training. It is desirable to provide parents with a list of skills and/or activities that they can observe or
support at home.
8. May I see a sample of an evaluation you have written for a blind student, a student with low
vision, and a student with multiple impairments?
Evaluations should include the following components:
Background history, including medical conditions, definitions and implications
Conditions and settings under which the evaluation was conducted
Gross motor skills
Concepts, including
body imagery
spatial concepts
environment concepts
Low vision skills (including use of low vision devices)
Auditory skills
General orientation
General mobility
Summary and recommendations.
9. What is your understanding of what an O & M specialist does with totally blind
academic students? With students with low vision? With V.I. students with moderate to
severe cognitive impairments?
Possible answers include: For Blind students and students with low vision:
Observe in familiar and unfamiliar settings (including school, home, and community) to
determine needs;
Administer informal diagnostic assessment to determine functioning levels;
Provide recommendations for modifications to the home and school environment to
ensure safety;
Provide direct instruction in unique (or compensatory) skill areas;
Provide adapted materials and technology, including training ;
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Consult with teachers, parents, related service personnel;
Write progress reports and keep contact logs regarding student progress.
Possible answers include: For students with moderate to sever cognitive impairments:
Work with educational team members to perform assessment;
Make recommendations regarding visual needs to all personnel and family;
Work with educational team members to design meaningful routines and
communication systems;
Consult with assistive technology team to select and implement appropriate technology;
Provide recommendations for modifications to the home and school environment to
ensure safety;
Write progress reports and keep contact logs regarding student progress.
Possible answers include: For infants and Families:
Knowledge of developmental milestones or references for such information (Note: it may
be more important to know the order in which typical developmental milestones occur
rather than the age at which they are common). Also, young children with visual
impairments may ‘skip’ steps, such as crawling, in their development;
Activities, and/or consult with others about activities, that build concepts in an array of
areas;
Methods for helping parents with grieving issues, including resources in the community,
and print references;
Understanding that working in the home as a guest of the parents is different from
functioning in the classroom;
Knowledge of adaptive devices, such as adaptive canes;
Understanding how to adapt the environment to encourage safe and independent travel,
especially for very young children;
Understanding of the team concept (at least) or experience working as a team member,
especially with professionals from other programs, such as early childhood intervention
(ECI) program, who may have different types of therapies, service delivery systems
and/or philosophies.
10. Which professional growth activities do you find helpful?
Applicant should have attended professional seminars, taken additional course work, or be a subscriber to a
professional journal. Statewide vision conferences include Pennsylvania Spring Conference for Service Providers in
Field of Visual Impairment, and others that may or may not be directly related to vision.
National conferences include:
International Mobility Conference National Association for Parents of Children Who Have
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Visual Impairments
Association for the Education and Rehabilitation of the COMA conference
Blind and Visually Impaired (AERBVI)
All teachers must participate in professional development activities to earn 180 hours
every five-year period for certification renewal.
12. Describe (a) what you believe V.I. programming for students with visual impairments in
addition to a severe cognitive impairment should emphasize, and (b) the O&M specialist‟s role in
implementing those priorities.
a. Programming should emphasize modifications in methods to compensate for visual abilities. For example,
modifications in communication systems, lighting, placement of materials, time awareness and management,
concept development, movement, and/or modifying daily routines.
b. The O & M specialist’s role is to participate as a team member in assessment and development of the
IEP/IFSP, determine the effect of the visual impairment on programming; model techniques to staff and
other students, relate student’s cognitive ability and mobility impairments to independent travel, and provide
specialized materials and information. Other areas of programming may include instruction in travel skills
necessary for transition from one environment to another and training staff in basic O & M skills.
13. What role do you feel parents play in working with the educational team?
Expertise on specific children Encouraging independence
Setting priorities for IEP/IFSP Supporting instruction
development
Sharing assessment information
14. What strategies do you have for communicating with parents about their child?
Notebooks Observing lessons on and off campus
Phone calls Support groups and/or workshops
Home visits
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Newsletters
Photographs
15. What is your perception of how the loss of vision impacts learning?
The loss of vision can impact areas such as fine and gross motor development, concept development (
especially as related to body, spatial, temporal, and environmental concepts), social skills, study skills,
language development, mobility, directionality, recreation, and daily living skills.
16. How do you determine whether or not a student referred for an O & M evaluation will
qualify for O & M services?
It is particularly important to determine if there are field losses and to consider the prognosis of the eye
condition if it involves expected additional diminishment of vision. Many complex concepts important to
safe, efficient travel such as traffic patterns are easier to teach when there is some remaining vision.
Additionally, if a student’s vision loss will preclude him/her from obtaining a driver’s license, instruction is
the use of public transportation should begin in the early teen years.
If the student’s knowledge level and performance of travel and safety skills are not commensurate with
children at the same age and/or cognitive level, O & M should be recommended.
17. How would you determine what modifications your V.I. student will need to access the general
education classroom setting? What role do you think you should take in providing modifications?
Answers should include periodically observing the student in various environments, meeting with classroom and
T.V.I.s, and talking with students. The O & M specialist should take an active role in providing and guiding the
necessary modifications for safe, efficient, and independent orientation and mobility in an array of environments.
18. How would you determine on-going progress of students?
Progress can be determined through informal assessment and data collection, information from other personnel and
parents, observations of student performance and maintaining a checklist of students’ progress. The NCLB federal
law requires that all students participate in standardized assessments in grades 3-18 by 2005.
19. What has been your experience with using low vision devices with students?
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The answers to this will vary. The O & M specialist should have some experience with training in the use of
magnifiers and telescopes (monoculars).
20. How do you determine where to start with students (what kinds of diagnostic assessment would
you perform)?
Refer to Question 6 for list of resources. Responses may include informal observations in a variety of settings and use
of formal assessments.
21. What role do you take in a professional team?
Applicant should endorse practices that utilize a team approach to working with students. This may include
transdisciplinary teaming, role release, integrated IEP/IFSPs, and staff meetings to discuss assessment, IEP/IFSP
development, and student progress.
22. How might you access information/resources?
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3
Chapter
Professional Development
A collection of resources to support professional development through mentoring and
training opportunities.
.I.
Mentoring V Professionals
Why do V.I. professionals need a mentor program?
Pre-service training for T.V.I. and O&M certification provides a strong background in theory and
practice. The mentor program is designed to support that training by introducing the participants to the
unique intricacies and challenges of being an itinerant V.I. professional and to assist in the transition from
learner to V.I. professional. For example:
V.I. professionals work with students with a wide range of both cognitive and visual abilities
as well as ages from birth to 21.
V.I. teachers or O&M specialists are often the only VI professionals employed by small and
rural districts. Consequently, they may be isolated from peers who could provide
knowledgeable support.
V.I. professionals must also be able to interact frequently and successfully with parents,
other teachers and professionals serving their students and administrators in numerous
buildings.
In order to successfully serve students and meet the demands of the job, well-developed
organizational and people skills are a must.
In the past people have completed the course work necessary to become a T.V.I. or O&M specialist
only to discover that they do not like the varied and demanding role of working with a diverse
population of students scattered over a large service area. Some found that they had the necessary
skills to work with students, but wanted more assistance gaining skills in the areas of consultation,
assessment and technology. A mentor program is designed to provide support to new V.I.
professionals so that they would feel less isolated and also have an opportunity to learn how
experienced T.V..Is and O&M specialists handle the many challenges inherent in their jobs.
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When and for how long is a V.I. professional assigned a mentor?
Establishment of a mentorship program is a required practice for all educational entities with new
employees.
Who can be a mentor?
General personal qualifications include good communication skills, a solid understanding of
professional knowledge, high standards for self and others, a desire for continued
professional growth and an ability to nurture the growth of others.
Mentors for T.V.I.s should have a minimum of four years of experience.
How will a protege benefit from having a mentor?
A mentor is a source of information and support for a protégé, a guide to a new profession. Some
activities a mentor may provide include:
Opportunities for the protégé to observe the mentor in situations such as conducting
evaluations, attending ER/IEP meetings, providing direct instruction and consultations,
writing IEP goals, scheduling daily plans and keeping records
Introductions to sources for V.I.-related professional development such as workshops,
conferences, web sites and publications
Informal observations of the protégé working with students during the first year of
employment for the purpose of providing supportive feedback
Networking opportunities with other professionals in the field of visual impairment
What support does a school district need to provide to mentors and proteges?
For the purposes of onsite observations or shadowing, occasional release time may be needed by either
the mentor or the protégé. If the mentor and protege are not employed in the same district, it may be
possible for observation days to be scheduled when one district has a professional development day.
Since districts often do not have V.I. related workshops available for O&M specialists and V.I. teachers,
mentoring may be a recognized activity for Act 48 professional development activities. Using professional
development days also eliminates the problem of not providing scheduled services for V.I. students on
regular school days.
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V I S U A L I M P A I R M E N T S ( V . I . )
.I.
Training Options for V Professional
What is a V.I. Professional?
“V.I. professional” is a term that includes O&M specialists, T.V.I.s, and rehabilitation teachers. T.V.I.s
and O & M will be discussed.
O&M specialists teach basic spatial concepts and independent travel skills to people who are blind and
visually impaired. O & M service will help students with and without additional disabilities achieve
increased independence and confidence. The skills taught emphasize the use of travel techniques that
enable the person to travel safely, efficiently and with grace in a variety of environments. A critical part of
O & M service is training in functional settings, including the community. O & M specialists hold a
national certification from the Academy for Certification of Vision Rehabilitation and Education
Professionals ( the Academy) and must have PA. certification as T.V.I.s.
T.V.I.s specialize in the disability-specific needs of students with visual impairments. These skills are
sometimes referred to as the expanded core curriculum. A sample of these skills includes Braille, social
skills, use of technology, and self-advocacy. Teachers certified to teach students with visual impairments
hold a Pennsylvania Department of Education teacher certificate.
What are the training options available to become a T.V.I. or an O&M specialist in Pa.?
On Campus
o University of Pittsburgh, Pennsylvania College of Optomoetry (PCO), Kutztown
University
Outreach
o University of Pittsburgh and Pennsylvania College of Optometry
Online and Hybrid
o Kutztown, PCO, and University of Pittsburgh are developing some on-line and hybrid
courses/programs
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What are the prerequisites for becoming a V.I. Professional?
Undergraduate programs at Kutztown participate in a four-year undergraduate program. Those students
must meet the requirements of the university.
All other options: Have earned a bachelor‟s degree program and hold a valid teaching certificate in any
are, preferably in special education. Those who are not certified in special education must take a reading
course.
O & M Specialist?
Graduate programs in Pennsylvania include the University of Pittsburgh and the Pennsylvania College of
Optometry.
Certification as an O & M specialist by the Academy enables on to bill Medicaid ( access) for services.
University Programs
For a listing of universities that provide accredited programs see appendix A, B, and C.
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4
Chapter
Program Implementation
A collection of tools which can be used for implementing Visually Impaired/Blind
Programs
T
his section of the toolbox will help a supervisor implement an effective V.I. program and balance
the teacher‟s workload. Procedures are given for conducting a caseload analysis. Four tools are
included in this section:
I C O N K E Y
Caseload Analysis Guidelines
Quality Programs for V.I. ( QPVI)
Michigan Severity Rating Scales
Iowa Caseload Tool
Caseload Analysis Guidelines
What is a caseload analysis?
A caseload analysis is a one-week or one-month snapshot of how the T.V.I. allocates time. T.V.I.s usually
work one-to-one with a student and must travel to several schools, campuses, homes and/or districts to
carry out required duties. A caseload analysis looks at several factors inherent in the V.I. itinerant job to
clarify staffing patterns. These factors include assessment responsibilities, travel and direct and/or
consultative responsibilities. There are many different tools (or methods) developed to conduct this
analysis, but generally the results of various approaches are comparable.
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Assumptions:
Caseload analysis is an important part of program management.
Among the most influential factors for job retention cited by V.I. professionals are caseload
size and composition.
Caseload analyses are conducted on a regular, periodic basis and when the district (or service
area) has a significant change in student population or professional services.
A caseload analysis is based on data, not just verbal comments or recollections
A caseload analysis is conducted collaboratively by a member of the administration and V.I.
staff.
Changes made to V.I. staffing patterns will be preceded by an updated caseload analysis.
The data gathered in a caseload analysis reflects what students need, not just what the district
is currently able to provide.
Why should I conduct a caseload analysis?
Caseload analysis is a critical procedure for the pro-active administrator. It translates program practices
into hard data that can be used for program evaluation. This data is useful when communicating with
people who are not familiar with the program, such as LEA boards or superintendents.
Whenever you are considering adding, deleting, or modifying a V.I. itinerant position, the
information gleaned from a caseload analysis helps you justify your actions by providing concrete
data. Caseload analysis can also be used to make sure your T.V.I.‟s caseload is not so large that
quality services cannot be provided.
As districts change, grow and respond to new district and statewide initiatives, the amount of time
that the V.I. professional spends with (or on behalf of) each student may more closely reflect the
many demands placed on the V.I. professional and less accurately reflect what students need. As a
result, it is beneficial for the students, VI. professionals and administrators to review data on how
V.I. resources are being used. If changes are needed, the data from the caseload analysis will reflect
the nature of the needed changes.
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What does a caseload analysis take into consideration?
Most caseload analyses consider categories of students and how they receive services. A caseload analysis
includes how V.I. professionals are currently spending their time AND the amount of time that students
need (which may or may not be currently provided). Other factors include:
Severity of the impairment
Age of the student
Amount of time needed to reach each student and the distance traveled
Planning time
The degree to which materials must be modified (e.g., brailling and enlarging print materials)
The amount of time spent consulting with professionals, parents, agencies and others.
Also considered are the educational needs of each student that extend beyond the general education
curricula (e.g., learning to use special technology, social skills, daily living skills, Braille) and direct or
consultative service hours as per IEP specifications. In order for students to optimize their
independence, the V.I. professional may need to work with students beyond school hours, in
nontraditional settings and with a broad array of community resources.
Why don’t we just pick a number of students for a VI itinerant caseload?
The range of ages and severity of the students‟ impairment dictate a multitude of intervention
options. Students with total blindness require extensive intervention and modification from birth
through graduation. Generally speaking, with a caseload of 12 students, it would be very labor
intensive for a V.I. professional to carry more than two functionally blind students, especially if
either of the students were in the primary grades, or in high school with a heavy math and science
load. In such situations, either the caseload should be modified, a braillist hired, or another solution
implemented which would not compromise the quality of services to the students.
Infants and toddlers with low vision are at a critical developmental stage. During this time,
consistent and frequent intervention may mean the difference between using vision to its fullest, and
functioning at a lower level. Students with multiple impairments including a visual impairment
require frequent consultation with the educational team in order for intervention to have its greatest
affect.
Caseloads are made up of various types of students requiring different kinds of assistance at different
stages of their lives. This makes “picking a number” unsatisfactory approach.
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Who should conduct the caseload analysis?
A member of the districts‟ administrative staff and the V.I. staff can best complete the analysis. The V.I.
professionals are able to provide information about the students. The administrator is able to translate
program data into formats that can be communicated beyond the special education program, such as to
superintendents or LEA boards.
It may also be desirable to include someone from outside the district, especially if the program staff
is fairly new or inexperienced (either in V.I. services or conducting a caseload analysis). You could
contact your regional V.I. consultant for assistance.
When is the best time of the year to conduct a caseload analysis?
Caseload analyses are most useful when completed in time to make budget recommendations to the
school or LEA. Allow enough time to introduce the process to the V.I. staff, let them provide
information, and to discuss the results once the process in nearing completion.
While student populations and schedules are always subject to change, there are times when changes
tend to be less frequent, usually starting in October. If you are using a model that requires the
teachers to keep a daily log for one week, select a week that does not have holidays or class parties.
If you currently do not have a full-time T.V.I., but will be using the caseload analysis to justify a new
or expanded position, the analysis can be done at any time before the budget is due. In districts with
more than one T.V.I. or O&M specialist, the caseload analysis may help allocate students between
teachers/specialists to most efficiently and effectively meet the needs of students.
Special considerations
Several sensitive issues may arise in caseload analyses. These include, but are not limited to, the issues
listed below:
Students may not have access to instruction in the expanded core curriculum. (See Goal 8
of the National Agenda in the Resources Section)
V.I. professionals may not have the skills needed to assess and/or provide instruction in the
expanded core curriculum.
V.I. and O&M consultant (s) from the intermediate unit may provide technical assistance in
conducting the caseload analysis, assessing needs in the expanded core curriculum, or
arranging for professional development in areas not fully developed.
Some V.I. professionals may view the caseload analysis process as a questioning of their
professional expertise, the use of district resources, or other personal factors.
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Which of the caseload analysis tools should I use?
Methods included in this section represent those that are most widely used. Each method reveals
approximately the same information. Data should include not only time that is currently spent with each
child, but also the time needed if the child was assessed in, and received, a full compliment of
compensatory skills.
Though the methods produce similar results, you and your staff may have a preference for one
method (or process) and find it easier to use than the others.
Summary of sample of caseload analysis tools
[The caseload tools and summaries are presented in no particular order. ]
QPVI Caseload Analysis (from A Guide to Quality Programs for Students with Visual
Impairments)
This includes an array of forms and guidelines. The forms can be used with both V.I. and O&M staff.
One form is used to document all scheduled activity for one week. Another form is used to collect many
pieces of information about an individual staff member‟s caseload of students. Directions for completing
each form are provided, as well as guidelines for interpreting the data. Also included are completed
samples of each form.
The Michigan Severity Rating Scales for Students with Visual Impairments
This comes in three sections, they are:
1. The Vision Severity Rating Scale would be applicable for students in general education
settings and may be applicable for some students with additional mild impairments.
2. The Vision Severity Rating Scale for Students with Additional Impairments is intended for students
who have additional moderate to profound impairments.
3. The Michigan Orientation &Mobility Severity Rating Scale is specific to Orientation and
Mobility specialists.
All scales are sequentially structured in terms of impact of visual functioning as it relates to the student‟s
educational program. These scales could be used to analyze a caseload before a vision professional is
hired because it predicts the amount of service needed based on the complexities of individual students.
The information for these scales is also on the TSBVI web site at: www.tsbvi.edu.programs/index.htm.
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V I S U A L I M P A I R M E N T S ( V . I . )
Iowa Caseload Size for Itinerant Teachers
This presents a straightforward formula for full-time equivalents (FTE‟s), which is intended to be used to
calculate the caseload size for itinerant teachers.
The AER Itinerant Personnel Division or APSEA Guidelines for Determining Caseload Size
for Teachers of the Visually Impaired
This tool divides students into categories according to age groups. Within each age group, the hours
needed to adequately serve the student are specified. This data reflects vision status, direct service and/or
consultation needs, and time for adapting materials and/or preparation. Definitions of terms and
categories are provided. The outcome will be the total number of hours comprising the caseload of an
itinerant teacher with suggestions for an acceptable range of hours for both full and part-time positions.
What do I do with the information?
Depending on the method you use, you should start to see patterns emerge related to time spent working
with students, traveling, preparing materials, attending meetings, consulting with others, etc.
Remember that typically there are 37.5 hours in the work week (if you discount lunch). Compare the
totals of time spent against the 37.5 hours work week and you should get an idea of how much time your
V.I. professionals are taking to get the job done. If more than 37.5 hours per week per V.I. professional is
needed, then evaluate the following factors:
The number of schools served. This impacts time spent traveling and the number of working
relationships required for each campus.
The ages and grade levels of students. Infants require immediate intervention with frequent
training for families and EI personnel specific to development of infants with visual impairments.
Emergent readers, both tactile and low vision, require intensive intervention and coordination
with general education personnel. As students‟ get older and curriculum become more visually
challenging, coordination of modifications and direct instruction become critical. For example,
once students enter middle school, V.I. professionals must meet and plan with approximately 5
new teachers per semester to provide curricular adaptations and recommendations for
modifications.
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Direct vs. Consult Service Delivery. Students receiving direct service require individualized
lesson planning for V.I. goals, in addition to classroom consultations with all staff. The consult
model requires frequent meetings with related service and instructional personnel, providing
specialized methods and materials as needed.
The amount of time spent in travel. Travel for V.I. professionals is a critical part of the job. It
is also time and budget consuming. Are the travel patterns for the V.I. professional efficient and
workable?
The number of hours per week spent performing activities in support of instruction.
Sufficient time should be allotted for materials procurement and preparation, lesson preparation,
research and consultation with agencies. Remember, each student‟s program is individualized. If
there are 15 students, there are at least 15 separate preparations.
The number of Braille students. Braille students require a tremendous amount of preparation,
planning and consultation for them to be integrated smoothly into general education classes.
Braille readers in pre-kindergarten through 2nd grade may need three hours each day of the T.V.I.‟s
time (in instruction and preparation). Older Braille readers should receive approximately five
hours of direct service weekly, not counting the amount of time needed for preparation and
consultation. If the T.V.I. is responsible for brailling, the amount of time needed for brailling
materials (especially math and science materials) may be significant, even with computerized
programs.
These are the major factors you will consider. Once you have collected the data and discussed it with
your teacher, you will have a much clearer picture of the itinerant position and its demands. The data you
collect will help move the decision to hire additional staff beyond the realm of conjecture.
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Quality Programs for the Visually Impaired
(QPVI )
Nancy Toelle
Excessive caseloads often contribute to feelings of ineffectiveness for V.I. professionals. If there
is insufficient staff to meet the needs of all students, poor services are often the result. Without an
objective view of caseloads, appropriate staffing is difficult. Examples of practices that result in
inappropriate caseloads and staffing are: random allocation of students among staff members, the addition
of students to caseloads without evaluating their impact on the caseload, the absence of supervisory
participation n assigning students to caseloads, and ineffective scheduling. Another common practice is
that of the teacher who fills a part-time V.I. position as well as another part-time position, but who is
actually given the workload of two full-time positions. Because of the many complex issues involved, the
question of what constitutes an equitable caseload is not an easy one to answer. If no process is in place
to guide this activity, the outcome is often unsatisfactory.
It is important to note where caseload analysis occurs during the course of the QP/V.I. Self-
Study. A full caseload analysis is conducted as the seventh key component after many other aspects
of the V.I. Program have been considered, discussed and decided upon. Consultants conducting the
QP/V.I. process are frequently asked to address caseloads at the onset of the Self-Study, as caseload
problems frequently exist. A cursory look at caseloads to detect any emergency situations is often
helpful, but conducting a full fledged caseload analysis at the beginning of the Self-Study can be
counter productive. To do the analysis prior to making preliminary program decisions would be to
base the analysis on information that is subject to revision. A great deal of effort may be wasted
with little benefit to the program.
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V I S U A L I M P A I R M E N T S ( V . I . )
.I.
V Staff Caseload Analysis Materials
The following is a description of materials and suggestions for using them to analyze staff caseloads.
These suggestions are intended to address those situations commonly found among V.I. Programs. The
resulting data can be used to make staffing and other caseload allocation decisions.
Equitable Caseloads, Guidelines for Assigning Caseloads: Sample, Efficient Use
of Staff, and Estimating the Need for V.I. Staff
V.I. Staff Member Schedule form, Completing the V.I. Staff Member Schedule
and Sample Schedule: This form provides V.I. Staff and supervisors with a method
for viewing individual schedules in an objective manner. If color coded, the time
allocated for various activities is easily identified.
V.I. Staff Member Caseload Profile form, Directions for Completion and Sample
Profile, Evaluation of Data: This form is used to collect many pieces of information
regarding the nature of an individual staff member‟s caseload of students. Directions for
completing the form and evaluating the data follow the form.
V.I. Staff Member Caseload Review form, Directions for Completion and Sample
Review: This form is used to summarize the information regarding an individual staff
member‟s caseload as entered on the “V.I. Staff Member Caseload Profile.” It is useful
if that data is wanted on a separate sheet for each individual. If data on the group is
preferred, this form may be omitted in favor of the “V.I. Program Caseload Summary”,
which summarizes the data of the entire staff on one sheet.
V.I. Program Caseload Summary form and Sample Summary: Pertinent
information regarding each staff member‟s caseload, taken from the “V.I. Staff Member
Caseload Profile” or the “V.I. Staff Member Caseload Review”, is entered on is form. It
is used to make a comparison of all caseloads in the V.I. Program and to assist in
determining the equitable allocation of students to V.I. staff. Information form the
summary is useful in determining numbers of V.I. staff needed to serve the population
of students in the V.I. Program. Directions for entering information are included on the
form.
Proposed V.I. Staff Caseloads form
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V I S U A L I M P A I R M E N T S ( V . I . )
Equitable Caseloads
The following are factors to consider in determining equitable caseloads. This allocation should be
reevaluated periodically, especially when students enter or leave the program and at the beginning and end
of the school year. The V.I. staff and a member of administration should be involved. This activity
should be addressed from the point of view of meeting student needs, not as an exercise in dividing
available teacher time among students.
Determine the number of hours per day worked by each T.V.I. or O&M. This should
include planning time but exclude lunch.
Assure that each student on the Master List is in need of V.I. services.
Develop proposed ranges for amount of services to students: i.e., direct service, consultative
service, service to Braille students, and service to infants. Determine how many students
there are in each category of service delivery.
Consider the amount of time required to serve each child appropriately, including instruction
time, consultation time, travel time, ER, planning & testing, etc. One method is to: (1)
determine the amount of instruction or consultation time needed according to ER/IEP
recommendation, (2) add to that an appropriate amount of time to include planning, ER‟s,
etc.- consider doubling the amount of time for instruction and/or consultation, and (3) add
time for travel to (4) arrive at an estimate of the total amount of time required for each
student.
The scheduling of students into a V.I. itinerant teacher‟s caseload should give priority to the
T.V.I.‟s schedule, otherwise travel time and costs are excessive and T.V.I. time is wasted.
Allocate students to teachers based on the above referenced considerations.
Assure that staffing is adequate to meet student needs including instructional staff, related
service personnel and support staff.
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V I S U A L I M P A I R M E N T S ( V . I . )
Guidelines for Assigning Caseloads: Sample
The staff will meet as a group to develop three maps of the school district indicating:
1. the location of each student
2. the LEAs assigned to each teacher
3. the LEAs assigned to each O&M
Guidelines for assigning students to teacher caseloads:
Each T.V.I. will work with at least one Braille student, if possible, to maintain proficiency in Braille
and non-academic compensatory skills. This will be the first division of students.
Only one T.V.I. will work on a specific campus, if possible, to ensure efficient travel and allow staff
members to develop relationships with other school personnel on campuses. On campuses where
the student V.I. population is very large, more than one teacher may be assigned.
Efforts will be made to equalize hours of service, with consideration for a mixture of direct and
consultative student assignments.
The geographic location of schools will be considered when assigning students to caseloads, to
minimize travel time.
One T.V.I. will be assigned to the year-round schools to serve students with visual impairments in
that program. The O&M staff works an extended year and can serve year-round students as needed.
Staff will be assigned, as appropriate, to meet the needs of that program.
The V.I. staff has proposed assigning students across age and ability levels to each teacher starting in
the upcoming school year. This will allow more flexibility among district staff and is desirable from
the standpoint of individual professional development. The staff acknowledged the need to share
expertise with each other for mutual support as they learn about students with different abilities and
needs.
Students will be assigned to a new T.V.I. and O&M specialist at least every three years, when
possible.
New students and referrals will be assigned by the V.I. staff and supervisor. The staff and supervisor
will review caseloads at least quarterly.
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V I S U A L I M P A I R M E N T S ( V . I . )
Efficient Use of Staff
Efforts must be made to make the most efficient use of staff time. There can be many ways of using staff
to meet student needs. This is an area where creative thinking may be necessary.
Ideas for efficient use of staff time:
Reduce or eliminate any non-instruction related tasks by providing clerical and/or braillist
assistance. A well-trained braillist or paraprofessional can greatly reduce the amount of time
professional staff spends in material preparation and follow-up instruction.
Evaluate whether the staff is providing appropriate amounts and types of services. If
possible, reduce the frequency and increase the time per lesson, to eliminate unnecessary
travel.
Reduce amount of travel by scheduling student service efficiently. Assign caseloads
geographically.
Develop a “cancellation system” to inform the T.V.I .of absent students.
Conduct periodic supervisory reviews of staff schedules to assist staff in maintaining an
efficient schedule.
Consider establishing “cluster schools” to meet high intensity, short term needs of selected
students, such as beginning Braille students.
Train other school personnel to perform some tasks that would enhance their capabilities
and reduce the need for V.I. staff time. This might include instructing school nurses in
vision screening of students with multiple impairments and early childhood students, and
training teachers of students with multiple impairments in increasing student‟s functional use
of vision.
Creative use if flexible work hours and/or “comp” time can make a difference in the staff‟s
ability to provide needed services. Examples of services often provided during non-school
hours are: night orientation and mobility evaluation and instruction, and recreation and
leisure programming.
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V I S U A L I M P A I R M E N T S ( V . I . )
.I.
Estimating the Need for V Staff
When all options for the most effective use of staff time have been explored, determine how best to meet
identified needs and to propose caseloads and staff needed. Use of dually certified staff, employment of
braillists, paraprofessionals and/or clerical staff and staff who are trained to serve all grades and abilities
are all options for efficient service provision. Use the “Proposed V.I. Staff Caseloads” form to develop
proposed, equitable caseloads.
Factors to consider:
1. Numbers of students determined to need VI services, and the amount, frequency, and type
of service required.
2. Geographic location of students, distances to be traveled, numbers of schools to be served.
3. Numbers, certifications and abilities of existing staff and the hours they are available to serve
VI students.
.I.
V Staff Member Schedule
Complete a schedule for a typical week. Color code the completed form: Direct instruction-blue,
Consultation only-pink, Activities in support of service-green, Travel-yellow, Lunch-orange.
Analyze time spent as it relates to service delivery needs. Developed by C. Arseneau-Mason, Austin
ISD.
Blank schedule is on the following page.
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V I S U A L I M P A I R M E N T S ( V . I . )
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
7:30 - 7:45
7:45 - 8:00
8:00 - 8:15
8:15 - 8:30
8:30 - 8:45
8:45 - 9:00
9:00 - 9:15
9:15 - 9:30
9:30 - 9:45
9:45 - 10:00
10:00 - 10:15
10:15 - 10:30
10:30 - 10:45
10:45 - 11:00
11:00 - 11:15
11:15 - 11:30
11:30 - 11:45
11:45 - 12:00
12:00 - 12:15
12:15 - 12:30
12:30 - 12:45
12:45 - 1:00
1:00 - 1:15
1:15 - 1:30
1:30 - 1:45
1:45 - 2:00
2:00 - 2:15
2:15 - 2:30
2:30 - 2:45
2:45 - 3:00
3:00 - 3:15
3:15 - 3:30
3:30 - 3:45
3:45 - 4:00
4:00 - 4:15
4:15 - 4:30
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V I S U A L I M P A I R M E N T S ( V . I . )
.I.
Completing the V Staff Member Schedule
Definition of terms:
Direct Instruction: Instruction provided directly to the child as outlined in the student‟s
individual educational plan. The purpose of the instruction is for the student to acquire
knowledge or learn skills and assumes teacher interaction with the student. Others may
participate in the instructional session, but the student must be present and be the focus of the
teacher‟s activity. Lesson plans are competed for each instructional session, in accordance with
district requirements.
Consultation Only: This refers to services provided to students who do not usually receive
direct instruction from the V.I. staff. Some instruction may occur, generally to model
procedures for other school personnel, but instruction is not the main purpose of consultation.
Services may include: collaborative assessment and planning, provision of materials and
technology, etc. For a more comprehensive list see the sample Roles and Responsibilities in
the Guide.
Activities in Support of Instruction: This term is used primarily to indicate those activities
required of the V.I. staff to support instructional services to students. These activities may
vary in relation to each caseload but may include: lesson planning; ER/IEP meetings;
preparation of materials; acquisition, familiarization and distribution of technological devices;
staff development; and team participation.
Travel: Time spent traveling to or from students or in the course of performing other job
related tasks.
Lunch: Daily lunch period.
Completing the form:
Entering information: The staff member should enter information regarding time spent on
various activities throughout the week. If schedules vary markedly from one week to the next,
it may be preferable to complete more than one schedule.
Time increments: Each line on the form represents a quarter hour increment of time. Four
lines represent an hour. Enter any appropriate information into the space, such as: student
name, location of service, purpose of visit.
Color coding: Color coding is a tool that is useful in analyzing staff time usage and
requirements. All forms should be color coded uniformly so comparisons can be made.
Directions for color-coding are written on the form.
Note: It may be preferable to show the sample to staff rather than provide each person with a copy.
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V I S U A L I M P A I R M E N T S ( V . I . )
.I.
V Staff Member Schedule: Sample
NOTE: For purposes of this sample, the following were used: direct instruction-diagonal line,
Consultation only-crosshatched, Activities in support of instruction-shaded, Travel-not shaded,
Lunch-bold type. Meetings, planning, staff development, preparation, ARDs are “Activities in
Support of Instruction.” (Sample developed by K. Preece, Denton ISD)
See next page for a sample copy.
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V I S U A L I M P A I R M E N T S ( V . I . )
Time/Day MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
8:00 - 8:15 office:pickup *start morning office: note to ard/ new student !work w/ ted
8:15 - 8:30 referral forms *w/ ray & joe parents " !& teacher on
8:30 - 8:45 ECI staffing *(brl students) +travel to school *start morning !routines
8:45 - 9:00 on new baby *" *work w/ sara *w/ ray & joe !
9:00 - 9:15 +travel to school *work w/ nat *(social skills) *work w/ nat +travel to school
9:15 - 9:30 observe sam *(braille) +travel to school *(braille) !work w/ kathie
9:30 - 9:45 in classroom *(abacus) *work w/ nat *(abacus) !& teacher: use
9:45 - 10:00 drop off brl accompany *on braille phone office !of vision
10:00 - 10:15 transcribe brl student to see *" +travel to school !consult w/ o.t.
10:15 - 10:30 meet w/ tchr ophthalmologist +travel to school !check on ted +travel to office
10:30 - 10:45 phone parent " amy absent !cons. w/ teacher VI staff meeting
10:45 - 11:00 transcribe brl " +travel to office phone office Quality
11:00 - 11:15 *work w/ sam " note to parent *work w/ sam Programs
11:15 - 11:30 *(social skills) !work w/ ted phone parent *(braille) "
11:30 - 11:45 *(organization) !& teacher %LUNCH *(recreation skills) "
11:45 - 12:00 *" !(observe class) %LUNCH *" "
12:00 - 12:15 *" !routines) meet w/ VI staff +travel to school "
12:15 - 12:30 %LUNCH +travel to office +travel to home *work w/ ann "
12:30 - 12:45 pick up forms work on lma kit *work w/ grace & *(independ. living) +travel to school
12:45 - 1:00 travel to school prepare for ARD *mom (infant) *work w/ ray & *work w/ sara
1:00 - 1:15 *work w/ ann " *" *joe: prepare *"
1:15 - 1:30 *(independent " *" *for regional *"
1:30 - 1:45 *living skills) " +travel to office *technology *"
1:45 - 2:00 !consult/tchr !phone/consult meet w/ district *olympics %LUNCH
2:00 - 2:15 travel to office !w/ teacher diagnostic staff *competition %LUNCH
2:15 - 2:30 call parent, memo/supervis, " %LUNCH +travel to school
2:30 - 2:45 tx commission plan parent " %LUNCH *work w/ sam
2:45 - 3:00 f/t blind, forms meeting, devel. " lesson planning *(independent
3:00 - 3:15 set up folder infant referral xerox for parent " *living: meal
3:15 - 3:30 for student form, info to mh meeting, lesson " *preparation)
3:30 - 3:45 select instruct. teacher on planning, phone " +travel to office
3:45 - 4:00 materials, switches, etc. calls meet w/ VI staff docum
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V I S U A L I M P A I R M E N T S ( V . I . )
.I.
V Staff member Caseload Profile
Completion of this form provides the Work Group with a format for analyzing and comparing
caseloads. This form may be completed by T.V.I.s, O&M specialists and V.I.
paraprofessionals prior to the meeting on caseload analysis. Names of referrals should be
added at the end of each staff members‟ caseload list and clearly marked as such. Information
requested includes:
Staff Name: Each staff member should complete a separate form listing students served.
Number of Schools Served: Enter the total number of schools or sites visited by this
staff member, including home visits to infants.
Number of Hours in Work Week: Enter the number of hours in the work week,
excluding lunch.
Date: Always enter the date this form is completed, as caseload changes can be tracked by
looking for the most current date.
1. Student Name: List names alphabetically, last name first.
2. School/Grade: Enter the name of school and grade level of each student.
3. Direct/Consult: Indicate if student receives direct instruction or consultation only.
4. % Regular/Special Education Setting: Indicate the percentage of time spent in
regular and special education settings. Example: 80% regular, 20% special
education.
5. #Hours/week per IEP: Indicate the number of hours of service (direct or
consultation only) to be provided to each student as per IEP decision. Include
the frequency of service, if more than once a week. Example: 1 hour 3x/week =
3 hours/week. Translate monthly, semester or yearly hours into a weekly equivalent
for the sake of comparison. Example: 1 hour per month is written 15 minutes per
week. These hours should not include any teacher activities in support of instruction
(planning, preparation, ER/IEP meetings, in-services, etc.)
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V I S U A L I M P A I R M E N T S ( V . I . )
Note: For the sake of analyzing the time commitment required to meet student‟s
needs, as determined by IEP team decision, it is requested that times for service be
calculated on a weekly basis. This is not to suggest that all students should be seen
weekly. Whatever the decision of the ER/IEP team, that time and frequency of
services should be provided. This is an aid to converting times from monthly to
weekly.
30 minutes/month = .12 hours/week (7.5 minutes/week)
1 hour/month = .25 hours week (15 minutes week)
2 hours/month = .50 hours/week (30 minutes)
3 hours/month = .75 hours/week (45 minutes/week)
4 hours/month – 1 hour/week (60 minutes/week)
6. # Hours per Week of Activities in Support of Instruction: Estimate the
amount of time needed to deliver the services mandated by IEP team decision.
Consider the time commitment for the staff member to fulfill all the roles and
responsibilities appropriate to each staff position. Before the VI staff completes these
forms, consider a group activity in which a list is made of all possible activities in
support of instruction. The results will be more useful if the entire staff is using the
same list of activities.
7. # Hours of Travel Per/Week: Estimate the amount of time spent weekly
traveling to and from students and to fulfill other professional responsibilities.
8. Areas of Instruction or Consultation: Indicate the focus or purpose of the direct
or consultative services.
9. Change Needed/Amount or Type of Service: this column may be left blank prior
to the QP/V.I. group meeting, to be completed after group discussion of each student,
When completed, it should reflect any change needed in the amount or type of
Services the student currently receives. Enter the addition or deletion of time or
Frequency of services in weekly terms. Examples: +1hour 2x/week or –30 minutes
1x/week. By indicating only additions or deletions in this column the task of
arriving at a grand total will be simplified (See Sample)
10. Braille/Dual: Enter “B” if a student is a braille or pre-braille student. Write “D”
for students performing in print and braille.
11. O&M: Indicate in this column those students receiving orientation and mobility
instruction.
The last row on the page provides space for totaling the figures in the non-shaded columns.
These should represent numbers of students or numbers of hours per week, depending on the
column.
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V I S U A L I M P A I R M E N T S ( V . I . )
STAFF NAME: Carey Hardy VI STAFF MEMBER CASELOAD PROFILE NUMBER OF HOURS IN WORK
WEEK: 37.5
NUMBER OF SCHOOLS SERVED: 9 >
DATE: May 10,1995
** CONFIDENTIAL STUDENT INFORMATION **
STUDENT SCHOOL DIRECT/ % REG SP. # HOURS/ # HOURS/WK # HOURS AREAS OF CHANGE BRL/ O&M
NAME 1 & GRADE CONSULT ED. WEEK/ PER ACTIVITIES IN OF TRAVEL INSTRUCTION OR NEEDED: AMT DUAL X=
ONLY SETTING ARD SUPPORT OF PER/WK CONSULTATION OR TYPE OF B/D YES
INSTRUCTION SERVICE
SAM Fox / 6 D 100%R 2X1hr/wk 2 hrs/wk .5 hrs/wk soc. skills, organiza. -.5 hr/wk - X
ANN Gray / 5 D 50%R 2X.75 1.5 hrs/wk 0.5 indep.liv. skills, soc. -.5 hr/wk X
RAY Wren / 3 D 100%R 2X.75 3 hrs/wk 0.5 braille, abac., tech. + 1 hr/wk B X
JOE Tell / 3 D 100%R 2X.75 3 hrs/wk 0.5 SAME AS ABOVE + 1 hr/wk B X
NAT Sun / 7 D 100%R 3X.75 3 hrs/wk 0.25 brl maps, + 2 hrs/wk D X
SARA Sun / 7 D 80%R 2X.75 1.5 hrs/wk 0.25 soc.skills, lv devices X
AMY High / 2 D 100%R 1X1 1 hr/wk 0.25 organiz., lv devices X
GRACE Infant D ----------- 1X1 1 hr/wk 0.5 visual dev, language X
TED Post / 10 C 100%S 2X1.25 1 hr/wk 0.25 adapt. class - 1 hr/wk X
KATHIE Ray / K. C 100%R 1X1 1 hr/wk 0.5 effic. use of vision X
TOTAL: 2 8D 2C 3 4 15.75 5 18 hrs/wk 6 47 8 + 1.5 hrs/wk 9 3 10 10 11
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V I S U A L I M P A I R M E N T S ( V . I . )
.I.
V Staff Member Caseload Profile: Evaluation of Data
Each piece of information entered on the caseload profile form is considered in developing an
overall picture of the status of staff caseloads. The following are suggestions for analyzing that
information.
Staff Name: Self-explanatory
Number of Schools Served: Consider how many schools each staff member serves.
For each school served, she must develop rapport with the principal, teachers and
other staff. If direct instruction is involved, a worksite must be identified in each
school. The number of schools served also has implications for the amount of travel
time required. Does each staff member serve a roughly equal number of schools?
Number of Hours in Work Week: How many hours are available for the staff
member to complete their work? Is part-time staff expected to fill do a full-time job?
The thirty-minute duty free lunch allowed by the LEA should not be included in this
total.
Date: Date each form so that changes over time can be tracked.
1. Student Name: It is important to have the name of each student served by the staff
member completing the form. Determine of every name on the TEA V.I. Registration
is listed on someone‟s caseload profile.
2. School/Grade: How many schools does the staff member serve? Is there equity
among staff in the amount of travel required for their caseloads. What grades are
served? Do all staff members serve all levels or do they allocate caseloads by
grades? The answers to these questions have implications for service delivery,
efficient use of staff and scheduling for efficient travel.
3. Direct/Consult Only: The number of direct and consultation only students served by
each staff member is considered for a number of reasons. Direct students require
more and effort than those receiving consultation. Is the caseload all direct or all
consultations? If so, is that appropriate? How do staff members decide which students
will receive direct and which will receive consultation?
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V I S U A L I M P A I R M E N T S ( V . I . )
4. % Regular/Special Education Setting: The student‟s placement in a regular or
special education setting impacts the teacher‟s caseload. Students in regular
education, especially those on the secondary level, generally must function within
time and performance constraints. This has implications for what the student is
taught by the V.I. teacher and the rate at which it must be learned. The student‟s
performance must be comparable to his sighted peers. A student‟s placement for all
or part of the day in special education may signify that they have needs beyond those
attributable to a visual impairment. What are the student‟s additional needs and does
the V.I. staff member feel prepared to address them? If a student spends the majority
of time in special education, are compensatory skills taught by other special
education staff?
5. # Hours/week per IEP: Consider the amount of time needed to provide adequate
services to each student. Does time allocated appear appropriate? Is more or less
time needed. Are the amount and frequency of services adequate to effect change/
learning?
6. # Hours per Week of Activities in Support of Instruction: It is important to note if
sufficient time is included in each staff member‟s schedule to fulfill the roles and
responsibilities of their position as it relates to each student. A completed “V.I. Staff
Member Schedule” is useful in analyzing staff allocation of time. If insufficient time
is spent in planning, preparation, staff development, participation on teams and other
duties critical to the maintenance of a program of effective services to students, then
good services to students cannot be provided.
7. # Hours of Travel Per Week: Excessive travel can seriously detract from
instructional time. A plan for efficient travel may be helpful.
8. Areas of Instruction or Consultation: What is the purpose of the staff member‟s
service to the student? Is it appropriate? How are the students‟ needs identified? Are
academic and non-academic compensatory skills addressed?
9. Change Needed: Amount or Type of Service: Are any changes needed in the
amount or type of services the student currently receives? Consider student needs are
and not amount of staff time available.
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V I S U A L I M P A I R M E N T S ( V . I . )
10. Braille/Dual: The number of Braille and dual media students served by each staff
member is important to note. Braille students generally require a great deal of staff
time and effort. This should be accounted for in scheduling time to adequately serve
each student. In analyzing caseloads determine if one staff member serves all the
Braille students, or if Braille students are divided equally among all staff. It may
serve the program better to have all staff members working with all types of students.
11. O&M: Which students are receiving O&M? Do all students receive evaluations
and services as needed, or are services limited to cane travelers? Are services
provided to young students and students with multiple impairments? What type of
services are provided to secondary students in support of the compensatory skills and
transition curricula?
Totals: Total each column that is not shaded. In the Direct/consult column enter, for
example, 5D/3C. In the % Regular/Special Education column count students in the
placement where he/she spends ore than 50% of his/her time. It is important that all
hours be stated in weekly terms, even if delivered, monthly or by semester. The total in the
Change Needed column should reflect any additions or deletions that will be required of
the current hours, if the changes are made. This, then, may be a positive or a negative
number. In the Braille/Dual column, indicate, for example: 3B/2D.
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V I S U A L I M P A I R M E N T S ( V . I . )
VI Staff Member Caseload Review
Staff Name: Position:
Number of Schools Served: Number of Students Served:
Date: Number of Braille/Dual Students:
Directions: Use the information entered on the “VI Staff Member Caseload Profile” to complete this form. Calculate the total time
commitment per week. Enter the number of hours in the staff member‟s work week on line (1). Enter the time commitment per week on line
(2). Subtract line (2) from line (1) and enter the number on line (3). That figure represents the number of hours over or under the work week
the staff member‟s caseload requires and may be a positive or negative number.
NUMBER OF HOURS PER WEEK OF:
Direct Instruction: (a) Number of Students:
Consultation Only: (b) Number of Students:
Activities in Support of Instruct: (c)
Travel (service related): (d)
Total Time Commitment/Week: (e) Number of Students Served:
(1) Total number of hours in work week, excluding lunch
(2) Time commitment per week in service to students and work related travel
(30 Number of hours over or under hours in the work week
Changes to be made (if needed), plans or concerns:
(a) DIRECT INSTRUCTION: Students receiving direct instruction from VI staff, as specified by
ARD committee decision.
(b) CONSULTATION ONLY: Students served by VI staff on a “consultation only” basis, not
receiving direct instruction.
(c) ACTIVITIES IN SUPPORT OF INSTRUCTION: All activities in support of instruction delivered
as per IEP team decision: for example, liaison with other school and non-school personnel, developing and
preparation of materials, staff development, etc.
(d) TRAVEL (SERVICE RELATED): Estimate the amount of travel to and from students and
executing other job related duties.
(e) TOTAL TIME COMMITMENT PER WEEK: Add lines a, b, c and d.
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V I S U A L I M P A I R M E N T S ( V . I . )
.I.
V Staff Member Caseload Review
Directions for completion
This form is included for those who would like to document each staff member‟s caseload on a
separate sheet. Note: The V.I. Program Caseload Summary contains the same information, but lists
all staff members on the same form. Use the information from the V.I. Staff Member Caseload
Profile to complete this form.
Staff Name: self-explanatory
Position: Enter the position for which the analysis is being constructed. If a staff
member provides more than one type of service, complete a separate form for each
service. Each form should indicate the percentage of staff time allocated to that service.
For example: O&M specialist 50%, T.V.I 50%.
Number of Schools Served: Enter the number of schools visited by the staff member to
deliver services to students, including home visits for infants.
Number of Students Served: Enter the total from column 1 of the “V.I. Staff Member
Caseload Profile.” This should reflect the total number of students served by this staff
member.
Number of Braille/Dual Students: Enter the total from column 10 of the “V.I. Staff
Member Caseload Profile.” For example: 3 braille/dual students.
Date: Enter the date the form is completed.
Time commitment per caseload
Line (a) Hours per Week of Direct Instruction: Indicate the number of hours of direct
service provided on a weekly basis and the number of students served.
Line (b) Hours per Week of Consultation Only: Indicate the number of hours of
consultative services provided on a weekly basis to “consultation only” students; those
students who do not receive direct service. Enter the number of students receiving
consultative services.
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V I S U A L I M P A I R M E N T S ( V . I . )
Line (c) Hours per Week of Activities in Support of Instruction: Estimate the amount
of time spent weekly on those activities necessary to support the provision of both direct
and consultant services to students. These activities in support of instruction should
include the many activities outlined in the roles and responsibilities of the staff member.
Time for planning, preparation, meetings, IEPs, evaluations,
liaison with other school personnel and outside agencies and lead teacher activities should
all be reflected in this number. A rule of thumb is to double the amount of direct or
consultation time the student is receiving. For example, if a staff member is providing 14
hours of IEP mandated services to students on a weekly basis, estimate 14 hours a week of
additional staff time to perform those essential tasks listed in the staff member‟s roles and
responsibilities. Please note that, in the case of TVIs, less time in support of instruction is
required if Braille transcriber or instructional assistant time is available to them.
Line (d) Hours per Week of Travel: Enter the amount estimated in the “VI Staff
Member Caseload Profile.”
Line (e) Total Time Commitment/Week: Add the numbers on the preceding four lines
to arrive at this total. This figure should reflect all the time that is needed to provide all
services to students, and includes travel time. Time for lunch should be excluded.
Line (1) Total Number of Hours in the Work Week: Enter the number of hours the
staff member is employed to perform the job in question. This figure should exclude time
allotted for lunch.
Line (2) Time Commitment per Week in Service to Students and Work Related
Travel: Repeat the figure from line (e) above and subtract it form the number of hours in
the work week.
Line (3) Number of Hours Over/Under Hours in Work Week: Subtract line (2) from
line (1) to arrive at this number. This figure indicates if the time commitment of the staff
member‟s caseload is more or less than the time allotted during the work week. If the
number on line (3) is a positive number, there is time left in their schedule, which can be
allocated to other students of duties. If the number on line (3) is negative, that indicates
that the time commitment for their caseload exceeds their work week. In that case,
reallocation of duties or students should be considered. Please note that these totals are
only as accurate as the input figures. If a high level of accuracy has been maintained, the
results should provide a good idea of the time needs of the caseload and staff needs of the
program.
Changes Needed, Plans/Concerns: Enter any major changes I the caseload, so that
impact can be evaluated. Are there any particular plans or concerns regarding the caseload
and how the students are currently served?
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V I S U A L I M P A I R M E N T S ( V . I . )
.I.
V Staff Member Caseload Review: Sample
Staff Name: Carey Hardy Position: V.I. teacher
Number of Schools Served: 9 Number of Students Served: 10
Date: May 10, 1995 Number of Braille/Dual Students: 3
Directions: Use the information entered on the “VI Staff Member Caseload Profile” to complete this form.
Calculate the total time commitment per week. Enter the number of hours in the staff members‟ work week on
line (1). Enter the time commitment per week on line (2). Subtract line (2) from line (1) and enter the number on
line (3). That figure represents the number of hours over or under the work week the staff member‟s caseload
requires and may be a positive (under work week) or negative (over work week) number.
Time Commitment Per Caseload
Number of hours per week of:
Direct Instruction (a) 12.5 Number of Students 8
Consultation Only (b) 3/5 Number of Students 2
Activitie sin support of Instruct (c) 18
Travel 4
Total Time Commitment/Week (e) 38 Number of Students Served 10
Changes to be made (if needed), plans or concerns:
Note: negative answer indicates time needed over work week.
No major changes are needed. The VI supervisor may consult with the staff member to review his schedule. Opportunities for altering
the schedule to accommodate the need for an extra half hour per week should be considered.
(a) DIRECT INSTRUCTION: Students receiving direct instruction from VI staff, as specified by
ARD committee decision.
(b) CONSULTATION ONLY: Students served by VI Staff on a “consultation only” basis, not
receiving direct instruction.
(c) ACTIVITIES IN SUPPORT OF INSTRUCTION: All activities in support of instruction delivered
as per IEP team decision: for example, liaison with other school and non-school personnel, developing and
preparation of materials, staff development, etc.
(d) TRAVEL (SERVICE RELATED): Estimate the amount of travel to and from students and executing
other job related duties.
(e) TOTAL TIME COMMITMENT PER WEEK: Add lines a, b, c and d
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V I S U A L I M P A I R M E N T S ( V . I . )
Staff Name # of students # of # hours # hours per/wk # hrs/wk activities in # hours # hrs/wk total time # hours in total # hours
and Position direct & schools per/wk of consultation support of per/wk of commitment work week over or
consultation served direct instruction travel under
Hardy, Carey direct: 8 9 12.5 3.5 18 4 38 37.5 .5 hr over
consult: 2
Williams, direct: 2 14 4 20 10 5.5 39.5 37.5 2 hrs over
Tammy
consult: 12
direct:
consult:
Total # Staff: 2 direct: 10 23 schools 16.25 23.5 28 9.5 77.5 75 2.5 hrs over
# Braille/ Dual consult: 14
Students: 4
INSTRUCTIONS: Enter information from the "VI Staff Member Caseload Profile" or the "VI Staff Member Caseload Review Form". For each staff member, add the totals of
columns 4,5,6 & 7 and enter the total in column 8. Subtract the figure in column 8 from the figure in column 9 to arrive at the time commitment per week over or under the
staff member's work week required by his/her caseload. Enter that figure in column 10 preceded by a plus or minus.
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V I S U A L I M P A I R M E N T S ( V . I . )
VI Program Caseload Summary
Staff Name and # of students # of schools # hours/ # hours/wk # hrs/wk # hours/wk # hrs/wk # hours in work total
Position direct & served wk of direct consultation only activities in of travel total time week # hours
(# Braille Students) consultation instruct. support of commitment over or
instruction per/caseload under
(# Braille Students)
# Braille/Dual Students: direct:
consult:
Total #:
# Braille/Dual Students: direct:
consult:
Total #:
# Braille/Dual Students: direct:
consult:
Total #:
Total # Staff: direct:
consult:
# Braille/Dual Students:
Total #:
1
INSTRUCTIONS: Enter information from the "VI Staff Member Caseload Profile" or the "VI Staff Member Caseload Review Form". For each staff member, add the totals of columns 4,5,6 & 7 and enter
the total in column 8. Subtract the figure in column 8 from the figure in column 9 to arrive at the time commitment per week over or under the staff member's work week required by his/her caseload.
Enter that figure in column 10 preceded by a plus or minus. (See sample)
Caseload Analysis-QPVI
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V I S U A L I M P A I R M E N T S ( V . I . )
Staff # of # of # hours # hours # hrs/wk # hours # hrs/wk # total #
Name students schools per/wk per/wk activities in per/wk total time hours hours
and direct & served of direct consultation support of of travel commitment in over or
Position consultation instruction work under
week
Hardy, direct: 8 9 12.5 3.5 18 4 38 37.5 .5 hr
Carey over
consult: 2
Williams, direct: 2 14 4 20 10 5.5 39.5 37.5 2 hrs
Tammy over
consult: 12
direct:
consult:
Total # direct: 10 23 16.25 23.5 28 9.5 77.5 75 2.5 hrs
Staff: 2 schools over
consult: 14
# Braille/
Dual
Students:
4
INSTRUCTIONS: Enter information from the "VI Staff Member Caseload Profile" or the "VI Staff Member Caseload
Review Form". For each staff member, add the totals of columns 4,5,6 & 7 and enter the total in column 8. Subtract the
figure in column 8 from the figure in column 9 to arrive at the time commitment per week over or under the staff
member's work week required by his/her caseload. Enter that figure in column 10 proceeded by a plus or minus.
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V I S U A L I M P A I R M E N T S ( V . I . )
Proposed VI Staff Caseloads
DATE: COMPLETED BY:
Staff Name and # of students # of schools # hours # hours # hours # hours # hours total
Position direct & served per/wk per/wk per/wk per/wk in # hours
consult direct consult. in supp. of work week over or
services services of inst. travel under
direct:
# consult:
Braille/Dual
Students
direct:
# consult:
Braille/Du
al Students
direct:
# consult:
Braille/Dual
Students
direct:
# consult:
Braille/Dual
Students
direct:
# consult:
Braille/Dual
Students
direct:
# consult:
Braille/Dual
Students
TOTALS: # direct:
Braille/
Dual consult: 3 4 5 6 7 8 9
Students 2
5
1
77 6 7 8
V I S U A L I M P A I R M E N T S ( V . I . )
Michigan’s Vision Severity Rating Scale
Introduction
The Vision Severity Rating Scale (VSRS) has been developed to assist the teacher of the
visually impaired in making recommendations for services to the visually impaired population
in the state of Michigan.
A VSRS should be completed before every Individualized Educational Planning Committee
meeting (IEPC). In addition, it is recommended that the Vision Severity Rating Scale be up-
dated at the end of each school year.
Each of the eight categories listed on the Vision Severity Rating Scale Characteristic Worksheet
is structured in terms of the impact on vision functioning as it relates to the student's
educational program (core curriculum). When using the Vision Severity Rating Scale, criteria
provided within each of the categories is not all inclusive and many criteria overlap from one
severity level to the next. Additional factors may influence the selection of the severity level by
the teacher of the visually impaired. Additional evaluations may be conducted to aid in the
choice of severity levels.
Rationale
A committee consisting of teachers of the visually impaired throughout the state of Michigan
and from Michigan School for the Deaf and Blind was formed to address the standardization
of service delivery to the visually impaired population. The need for consistency when
determining the educational needs of the visually impaired was voiced repeatedly. Other
concerns frequently mentioned were:
Frequency of services
Caseload management
Service delivery models
Preparations of materials
Teaching the use of tangible aids
Modifications to the learning environment
Visual skills evaluation
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V I S U A L I M P A I R M E N T S ( V . I . )
Purpose and Development
The purpose of this manual is to define criteria and guidelines for using the Vision Severity
Rating Scale (VSRS) with students identified as visually impaired. It is primarily intended for
use with students in general education settings and may be applicable for some students with
additional mild impairments. Further, it is intended to assist the IEPC in the selection of a
vision service delivery model for existing as well as newly identified visually impaired students.
The Scale will also be used to document change from one service delivery model to another for
existing visually impaired students.
The VSRS consists of the following eight categories:
Functional Visual Status
Level of Vision (Medical)
Near Vision Acuity (Functional)
Reading Medium
Use of Tangible Aids/Low Vision Devices/Technology
Materials Preparation
Communication with Pertinent Individuals and Parents
Compensatory Skills
This scale is sequentially structured based upon a student's need for intervention by a teacher
of the visually impaired, the core curriculum teacher's need for assistance, and the amount of
time required for material adaptations. Each of the eight categories is structured in terms of
impact of visual functioning as it relates to the student's educational program. The severity
level descriptors within each category purposely overlap to some degree. To aid the teacher of
the visually impaired in the selection of the level that is most characteristic of the visually
impaired student, additional evaluations may be necessary.
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V I S U A L I M P A I R M E N T S ( V . I . )
Category Definitions
1. FUNCTIONAL VISION STATUS -- refers to the student's ability to independently
apply visual skills to the core curriculum.
2. LEVEL OF VISION (MEDICAL) -- refers to the student's level of vision as
reported by an eye care specialist.
3. NEAR VISION ACUITY (FUNCTIONAL) -- refers to the student's ability to use
vision for near point tasks such as reading (i.e., Lighthouse Near Vision Test).
4. READING MEDIUM -- refers to the student's primary mode of receptive learning
(i.e., Braille, print, print modifications, tape, or combination). See Appendix B for
resources.
5. TANGIBLE AIDS/LOW VISION DEVICES/TECHNOLOGY -- refers to the
student's need for/use of low vision devices and technology (specialized equipment) to
facilitate maximum participation in the core curriculum.
6. MATERIALS PREPARATION -- refers to the estimated time needed by the
teacher of the visually impaired to modify materials necessary for the student's
participation in the core curriculum.
7. COMMUNICATION WITH PERTINENT INDIVIDUALS -- refers to the
amount of time needed for communication with school personnel, parents, medical
personnel, and agencies, regarding learning environment modifications necessary to
ensure the visually impaired learner's maximum participation in the core curriculum.
8. COMPENSATORY SKILLS -- refers to life role orientation which emphasize
disability related needs, including vocational, social, and personal management skills.
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V I S U A L I M P A I R M E N T S ( V . I . )
Functional Vision Status
When determining a student with a visual impairment's ability to independently apply visual
skills to the core curriculum, results of the following assessments may be considered by the
teacher of the visually impaired.
Distance Acuity - The following are suggested distance charts at 10 or 20 feet. Indicate
the type of lighting present in the school environment.
o Lighthouse Flash Cards - Identification of three pictures used for younger
students.
o HOTV - Identification of four items used for younger students.
o SOSH (Students of Optometry Serving Haiti) - This is a number chart and can
be used for students able to recognize numbers.
o Lighthouse Distant Acuity Card or Sloan - letter charts to be used to identify letters
of the alphabet.
o Feinbloom Low Vision Chart - a number chart that can measure up to 20/700.
Near Point Acuity - Use of one of the following charts is recommended to screen near
point acuity from a distance of 14-16 inches.
o Lighthouse Near Acuity Pictures (apple, house, umbrella)
o Lighthouse Near Acuity- Numbers
o Lighthouse Near Acuity- Letters
o SOSH Near Acuity Chart- Numbers
o Sloan Test Reading Cards for Low Vision Patients
Field Screening - If a student has a suspected field loss that has not been indicated by
the eye care specialist, the following may be used to get a determination of field loss:
o Informal Screening
o Referral to eye specialist with statement of concern
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V I S U A L I M P A I R M E N T S ( V . I . )
Fixation - The ability to look at or maintain gaze on the object or person. At first the
child may fix for one or two seconds (a duration of 10-15 seconds is preferable).
Shifting of Gaze - Shifting of visual attention from object (or person) to object (or
person).
Convergence - Eyes turn in simultaneously to focus on the approaching object.
Scanning - A student's ability to coordinate head and eyes to systematically search for
stationary objects in the environment.
Tracking - The student visually follows a slowly moving target crossing midline, in a
vertical, diagonal, horizontal, and circular pattern. Observe the student's eyes to
determine if smooth eye movement is present.
Saccadic Movement - Successive, sequential eye movements characterized by eye
jumps--ability to shift gaze from one point to another as in reading a line of print and
shifting from one line to another.
Print Size - Using a variety of print sizes including the student's reading book, math
book and a sample of the worksheets used in class, have the student read selected
portions of the material. Record the following observations:
o Size of print
o Contrast of materials
o Distance from materials when reading
o Posture of student
o Sustained reading time
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V I S U A L I M P A I R M E N T S ( V . I . )
Model of Service Delivery
1. MONITORING -- The student is seen by a teacher of the visually impaired 1-5 times
per school year. An annual functional vision evaluation may be conducted by the
teacher of the visually impaired. Contact with the student, and pertinent individuals is
intermittent throughout the remainder of the school year.
2. CONSULTATION -- The student receives services from the teacher of the visually
impaired on a monthly basis and/or regularly scheduled times throughout the school
year. The services can be direct, as with a vision evaluation, or indirect, such as
consultations with pertinent individuals in which specific recommendations to
appropriately modify the student's learning environments are suggested.
3. SUPPORTIVE -- The student is seen directly by the teacher of the visually impaired
1-2 times/week or 30-100 minutes per week. Functional vision evaluation is on-going
throughout the school year. A minimal amount of preparation of materials or adapted
aids might be needed. In addition, the teacher of the visually impaired may provide
direct support to pertinent individuals, and make recommendations for changes in the
student's learning environment.
4. INTEGRATED -- The student in this model requires direct service from the teacher
of the visually impaired 3-5 times/week or 60-300 minutes per week. Preparation of
materials (print modification, etc.) needs become frequent. The student might need to
be introduced to some new tangible aids or new skills, i.e., multiplying on the abacus,
keyboarding, or life skills. The teacher of the visually impaired provides regular
communication to pertinent individuals regarding the student's needs.
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V I S U A L I M P A I R M E N T S ( V . I . )
5. INTENSIVE -- The student in this model is most likely to be one whose learning
needs require intensive instruction 5 or more times/week or 180-360 minutes per week
by the teacher of the visually impaired in order to facilitate academic growth and
participation in the regular classroom. The student may be learning to use tangible aids
and technology to facilitate communication in school work. Modifications in a
student's learning environment (including frequent material preparation) and
instruction in disability specific skills is on-going throughout the school year. The
teacher of the visually impaired also has the responsibility of communicating regularly a
student's visual strengths and weaknesses to all pertinent individuals.
6. COMPREHENSIVE -- the student in this model is one who needs almost total
intervention (5+ times or 240-600 minutes per week) by the teacher of the visually
impaired in the adaptations/preparation of materials. Many of the students in this
model are learning/utilizing high technology. Consultation with school personnel may
occur on a daily basis to facilitate maximum participation in the core curriculum.
Ongoing communication with other pertinent individuals is necessary.
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V I S U A L I M P A I R M E N T S ( V . I . )
Professional Judgment Factors
On occasion the professional judgment of the teacher of the visually impaired can influence
the selection of a service delivery model that has been determined by the Severity Rating. A
choice of one or more of the Professional Judgment Factors on the Vision Severity Summary
may be used to place a student at a higher or lower level Model of Service Delivery than
indicated by the Severity Rating alone.
The use of the Professional Judgment Factors may be necessary when it appears that the
Model of Service Delivery indicated by the Severity Rating does not reflect the true needs of
the visually impaired student. Based upon the professional judgment of the teacher of the
visually impaired, all factors which influence a modification of the Model of Service Delivery
should be marked.
The following factors are to be considered:
Age of student
Availability of materials/equipment
Classroom teacher's need for support
Transition to a new school/building
Student cooperation
Parent concern
Attendance
Progressive condition
Home environment
. Visual field restriction
. Other (e.g., educational placement, additional impairments)
Remember, each of these factors may be either positive or negative and should be marked if
modifying a service delivery rating.
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V I S U A L I M P A I R M E N T S ( V . I . )
DIRECTIONS FOR COMPLETING THE VISION SEVERITY CHARACTERISTICS
AND VISION SEVERITY SUMMARY
This chart may be used three times.
1. Category names are listed vertically along the left hand side of the Vision Severity
Characteristics Worksheet. Refer to definitions on preceding page as necessary.
2. Descriptors are listed horizontally for each category. The descriptors are listed
sequentially in terms of severity, from mild to profound.
3. The numbers attached to each severity are considered part of a continuum. The specific
number under each severity name is the numerical rating to be given for that severity. For
example, under MILD, a numerical rating of 0, 1, or 2 is possible; while under
PROFOUND, a numerical rating of 11 or 12 is possible.
4. For each category, mark the descriptor that best describes the visually impaired student.
Place the appropriate severity number in the right hand column (Severity Score Column).
Three columns are provided for evaluation on three separate occasions.
5. Total the right hand column to get a TOTAL SEVERITY SCORE.
6. Using the Total Severity Score, refer to the Vision Severity Summary to determine:
Severity rating
Frequency of service
Total minutes of service per week.
Model of service delivery
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V I S U A L I M P A I R M E N T S ( V . I . )
Vision Severity Characteristics Worksheet
Student Name: _______________________________________________ Date of Birth: _______________________
0-2 3-4 5-6 7-8 Severity
Category Mild Moderate Visual Severe Visual Profound Score
Visual Needs Needs Needs Visual Needs Date|Date|Date
No medically identified vision Medically identified vision
Medically identified vision Medically identified vision
problem, but ability to attend problem, with impaired
1. Visual Status problem, with ability to attend problem resulting in
to visual stimuli is ability to attend to visual
to visual stimuli profound loss of vision
questionable stimuli
Visual skills being
New visual skills being Visual skills flucuate
2. Functional Visual Status maintained/reinforced in a Totally blind-no input
introduced or developed depending on activity
variety of settings
3. Response to Minimal response to Occassional response to Frequent response to Consistent response to
Stimulation/ Instruction stimulation/ instruction stimulation/ instruction stimulation/ instruction stimulation/ instruction
Classroom participation is Classroom participation is Classroom participation is
Classroom participation is not
4. Educational Need occasionally affected by vision frequently affected by consistently affected by
affected by vision loss
loss vision loss vision loss
No measurable gains even Minimal growth even after Demonstrating growth but Continues to demonstrate
5. Educational Growth
after intervention intervention on a plateau steady growth
Some improvement
Prognosis for improved
6. Potential for Improved Currently functioning at a level appears possible, gains
Minimal, gains appear remote visual functioning appears
Use of Vision equal to developmental ability probable with vision
to be good
services
Dependent on special care for Dependent on a modified
Dependent on others for daily
7. Physical Independence medical and daily living environment, difficulty with Basically independent
living functions
functions certain activities
TOTAL SCORE
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V I S U A L I M P A I R M E N T S ( V . I . )
VISION SEVERITY SUMMARY FOR STUDENTS
WITH ADDITIONAL IMPAIRMENTS
Student: ______________________________________ Date of Birth: ________________
Educational Setting Teacher of the Visually Impaired Date Completed
RECOMMENDATIONS OF SERVICE
SEVERITY MODEL OF SERVICE
DATE FREQUENCY MIN/WEEK
RATING DELIVERY
PROFESSIONAL JUDGMENT FACTORS:
_____ 1. Age of student _____ 7. Attendance
_____ 2. Availability of
_____ 8. Progressive condition
materials/equipment
SEVERITY SEVERITY FREQUENCY OR MODEL OF SERVICE _____ 3. Classroom teacher's need
_____ 9. Home environment
SCORE RATING MIN./WEEK DELIVERY for support
_____ 4. Transition to a new
0-20 1 1-5/YEARLY MONITORING _____ 10. Visual field restriction
school/building
MONTHLY OR BI- _____ 5. Additional support _____ 11. Other
21-36 2 CONSULTATION
MONTHLY provided ____________________
37-46 3 2-4/MONTHLY INTERMITTENT DIRECT _____ 6. Parent concern ____________________________
47-56 4 90-240 MIN/WEEKLY DIRECT
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V I S U A L I M P A I R M E N T S ( V . I . )
Vision Severity Rating Scale for Students with
Additional Impairments
Purpose and Development
The Vision Severity Rating Scale for students with Additional Impairments is designed to
provide consistency and objectivity among teachers of the visually impaired as well as the type
and amount of vision services required. It is primarily intended for use with students who have
additional moderate to profound impairments. Choice of appropriate Service Delivery Model or an
indicated change in the frequency of service will be documented by data and substantiated by
the Vision Severity Rating Scale for Students with Additional Impairments.
The purpose of this manual is to define criteria and guidelines for using the rating scale with
visually impaired children with additional impairments. Further, it is intended to assist the
IEPC in the selection of a vision service delivery model for existing as well as newly identified
students.
This Severity Rating Scale consists of the following seven categories:
Visual Status
Functional Visual Status
Response to Stimulation/Instruction
Educational Need
Educational Growth
Potential for Improved Use of Vision
Physical Independence
This scale is sequentially structured, based upon a student's need for intervention by a teacher
of the visually impaired and the classroom teacher's need for assistance, rather than the severity
of the child's handicapping conditions.
Each of the seven categories is structured in terms of impact of visual functioning upon the
student's educational program. When using the Severity Rating Scale, the criteria provided
are not all inclusive therefore the teacher of the visually impaired is encouraged to refer to
additional resources.
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V I S U A L I M P A I R M E N T S ( V . I . )
Category Definitions
1. VISUAL STATUS - refers to the capability of attending to visual stimuli.
2. FUNCTIONAL VISUAL STATUS - refers to the student's ability to apply visual
skills to the educational setting.
3. RESPONSE TO STIMULATION/INSTRUCTION - refers to the ability of the
student to respond to stimulation and/or instruction.
4. EDUCATIONAL NEED - the Teacher of the Visually Impaired's projection of the
extent that vision affects student's participation and programming in the educational
settings.
5. EDUCATIONAL GROWTH - refers to the amount of growth the student has
demonstrated during the previous year on vision related goals and objectives.
6. POTENTIAL FOR IMPROVED USE OF VISION - refers to the skills
demonstrated by the student in the areas of sensory awareness and visual functioning.
7. PHYSICAL INDEPENDENCE - refers to the student's motoric involvement and
to his ability to function independently within his classroom.
A Functional Vision Evaluation is required to complete this scale. The teacher of the visually impaired may refer to the following for
assistance in completing this:
Li, Alicia. (1994) A Resource Manual for Teachers and Parents who are Visually Impaired and/or Students who are Visually
Impaired with Multiple Disabilities in Developing Skills. Michigan State Board of Education.
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V I S U A L I M P A I R M E N T S ( V . I . )
Models of Service Delivery
1. MONITORING - The student does not receive direct vision services. Monitoring may
include consultation with teachers, parents, and administrators. Informal evaluations may be
episodic. The teacher of the visually impaired is not responsible for writing goals, objectives, or
present educational levels on the IEP.
2. CONSULTATION - Direct instruction to the student is provided by teachers and/or
parents. The teacher of the visually impaired may see the student for on-going evaluation and
demonstration of teaching methods. Teachers and parents assume major responsibility for
teaching with support from the teacher of the visually impaired. The teacher of the visually
impaired is not responsible for writing goals, objectives, or present educational levels on the
IEP.
3. INTERMITTENT DIRECT SERVICE - The teacher of the visually impaired provides
direct instruction to the student in the classroom or other educational settings. The
responsibilities include the following:
evaluate student‟s learning environment
provide information relative to student‟s vision functioning
demonstrate methods to develop vision functioning to teachers and/or parents
provide materials to facilitate instruction
evaluate student‟s progress
provide direct instruction related to disability specific skills as needed
Determining appropriate vision goals, objectives, and methods of instruction is the shared
responsibility of teacher, parent, and teacher of the visually impaired. The teacher of the
visually impaired is responsible for writing goals, objectives, and vision present educational
levels on the IEP.
4. DIRECT SERVICE - Instruction may be provided to the student in the classroom or
individually in other educational settings by the teacher of the visually impaired.
Responsibilities of the teacher of the visually impaired include the following:
evaluation of student‟s learning environment
provide information relative to student‟s vision functioning
demonstrate methods for providing instruction or enforcing visual skills
provide materials to facilitate instructions
observation of students with teachers or parents
provide recommendation for specific activities/approaches
evaluate and document student‟s progress
provide direct instruction related to disability specific skills
Consultation with teachers and parents is continuous throughout the year. The teacher of the
visually impaired is responsible for writing goals, objectives, and vision present educational
levels on the IEP.
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V I S U A L I M P A I R M E N T S ( V . I . )
Professional Judgement Factors
On occasion the professional judgment of the teacher of the visually impaired can influence
the selection of a service delivery model that has been determined by the Severity Rating. A
choice of one or more of the Professional Judgment Factors on the Vision Severity Summary may be
used to place a student at a higher or lower level Model of Service Delivery than indicated by the
Severity Rating alone.
The use of the Professional Judgment Factors may be necessary when it appears that the Model of
Service Delivery indicated by the Severity Rating does not reflect the true needs of the visually
impaired student. Based upon the professional judgment of the teacher of the visually
impaired, all factors that influence a modification of the Model of Service Delivery for Students with
Additional Impairments should be marked.
The following factors are to be considered:
1. Age of student
2. Availability of materials/equipment
3. Classroom teacher's need for support
4. Transition to a new school/building
5. Additional support provided
6. Parent concern
7. Attendance
8. Progressive condition
9. Home environment
10. Visual field restriction
11. Other (e.g., educational placement, additional impairments)
Remember, each of these factors may be either positive or negative and should be marked if
modifying a service delivery rating.
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V I S U A L I M P A I R M E N T S ( V . I . )
DIRECTIONS FOR COMPLETING THE VISION SEVERITY CHARACTERISTICS
AND VISION SEVERITY SUMMARY FOR STUDENTS WITH ADDITIONAL
IMPAIRMENTS
This chart may be used three times.
1. Category names are listed vertically along the left hand side of the Vision Severity
Characteristics Worksheet. Refer to definitions on preceding page as necessary.
2. Descriptors are listed horizontally for each category. The descriptors are listed
sequentially in terms of severity (of visual needs), from mild to profound.
3. The numbers attached to each severity are considered part of a continuum. The
specific number under each severity name is the numerical rating to be given for that
severity. For example, under MILD, a numerical rating of 0 - 2 is possible; while under
PROFOUND, a numerical rating of 7 - 8 is possible.
4. For each category, mark the descriptor that best describes the student. Place the
appropriate severity number in the right hand column (Severity Score Column). Three
columns are provided for evaluation on three separate occasions.
5. Total the right hand column to get a TOTAL SEVERITY SCORE.
6. Using the Total Severity Score, refer to the Vision Severity Summary to determine:
o Severity rating
o Frequency of service
o Total minutes of service per week.
o Model of service delivery
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Student:____________________________________________ School: __________________________
Visual diagnosis: _______________________________ Date: __________________________ Teacher of V.I. ______________________
0-2 3-4 5-6 7-8 Severity
Category Mild Moderate Visual Severe Visual Profound Score
Visual Needs Needs Needs Visual Needs Date|Date|Date
No medically identified Medically identified Medically identified
Medically identified vision
vision problem, but ability vision problem, with vision problem
1. Visual Status problem, with ability to
to attend to visual stimuli impaired ability to resulting in profound
attend to visual stimuli
is questionable attend to visual stimuli loss of vision
Visual skills being
2. Functional Visual New visual skills being Visual skills flucuate
maintained/reinforced in a Totally blind-no input
Status introduced or developed depending on activity
variety of settings
3. Response to Minimal response to Occassional response to Frequent response to Consistent response to
Stimulation/ Instruction stimulation/ instruction stimulation/ instruction stimulation/ instruction stimulation/ instruction
Classroom
Classroom participation is Classroom participation
Classroom participation is participation is
4. Educational Need occasionally affected by is frequently affected by
not affected by vision loss consistently affected
vision loss vision loss
by vision loss
Continues to
No measurable gains even Minimal growth even after Demonstrating growth
5. Educational Growth demonstrate steady
after intervention intervention but on a plateau
growth
Some improvement Prognosis for
Currently functioning at a
6. Potential for Minimal, gains appear appears possible, gains improved visual
level equal to
Improved Use of Vision remote probable with vision functioning appears to
developmental ability
services be good
Dependent on a
Dependent on special care
7. Physical Dependent on others for modified environment,
for medical and daily Basically independent
Independence daily living functions difficulty with certain
living functions
activities
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Michigan Severity Rating Scale
The following is a draft of the Severity Rating Scale developed earlier this year by Division 9 of
Michigan AER. It was promised to be printed and distributed as a Department of Education,
Special Education Services pamphlet along with SRSs developed by Teachers of VI and for VI
students with multiple impairments. A massive exodus (due to early retirement incentives) of
some of our most valuable allies in SES has prevented this project from being followed
through on. I hope you're able to make use of this draft. If, for some reason, it isn't legible feel
free to e-mail me and I'll send you a paper copy.
Susan Langendonk, COMS
Lansing School District
Hill AVC S. Mezzanine
5815 Wise Road
Lansing, MI 48911
517-325-6953
fbarton@pilot.msu.edu
edited by:
Susan Bradley, Orientation & Mobility Specialist, Livonia Public Schools
Jennifer Burch, Orientation & Mobility Specialist, Teacher Consultant for Visually
Impaired, Calhoun Intermediate School District
Janet Damon, Orientation & Mobility Specialist, Calhoun Intermediate School District
Wayne Jansen, Orientation & Mobility Specialist, Michigan School for the Deaf and
Blind
Susan Langendonk, Orientation & Mobility Specialist, Lansing Public Schools
Chuck Luken, Orientation & Mobility Specialist, Kalamazoo Valley Intermediate
School District
Meri McGegor, Orientation & Mobility Specialist, Teacher Consultant for Visually
Impaired, Macomb Intermediate School District
Thomas Van Hoven, Orientation & Mobility Specialist, Teacher Consultant for
Visually Impaired, Jackson Intermediate School District
adapted from:
Pennsylvania's Montgomery County Intermediate Unit 23
Program for the Visually Handicapped Severity Rating Scales Handbook
March 1991
To fit the needs of visually impaired students within Michigan
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INTRODUCTION
The Orientation & Mobility Severity Rating Scale (O&MSRS) has been developed to assist
Orientation & Mobility Specialists in making recommendations for services to the blind and
visually impaired population in the state of Michigan.
An O&MSRS should be completed before every Individualized Educational Planning
Committee meeting (IEPC). In addition, it is recommended that the O&M Severity Rating
Scale be up-dated at the end of each school year.
Each of the six categories is structured in terms of impact on independent travel skills as it
relates to the student's age appropriate needs. When using the O&M Severity Rating Scale,
criteria provided within each of the categories is not all inclusive and many criteria overlap
from one severity level to the next. Additional factors may influence the selection of the
severity level by the Orientation & Mobility Specialist.
RATIONALE
A committee consisting of Orientation & Mobility Specialists throughout the state of Michigan
and from Michigan School for the Deaf and Blind was formed to address the standardization
of service delivery to the visually impaired population. The need for consistency when
determining the Orientation & Mobility needs of the blind and visually impaired was voiced
repeatedly. Other concerns frequently mentioned were:
Current level of age appropriate independent travel
Visual functioning / visual efficiency
Visual status as reported by an eye care specialist
Use of mobility aids
Cognitive level of the student
Need for travel
Additional impairments
Each of the these concerns was discussed extensively. The O&MSRS is the result of these
discussions.
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PURPOSE AND DEVELOPMENT
The purpose of this manual is to define criteria and guidelines for using the Orientation &
Mobility Severity Rating Scale (O&MSRS) with students identified as visually impaired. It is
intended to assist the IEPC in the selection of an appropriate program of Orientation &
Mobility training for blind and visually impaired students. The Scale may assist in documenting
change from one service delivery model to another.
The O&MSRS consists of the following six categories:
Level of Vision (Medical)
Level of Vision (Functional)
Use of Travel Tools
Proficiency in Use of Travel Tools
Current Age-Appropriate Independence
Complexity or Introduction of New Environment
This scale is sequentially structured based upon a student's need for instruction in age
appropriate travel skills by a certified Orientation & Mobility Instructor with input from the
parents other staff and other interested individuals.
Each of the six categories is structured in terms of impact on independent travel skills as it
relates to the student's age appropriate needs. The severity level descriptors within each
category purposely overlap to some degree. To aid the Orientation & Mobility Specialist in the
selection of the level that is most characteristic of the visually impaired student, additional
evaluations may be necessary.
CATEGORY DEFINITIONS
Level of Vision (Medical) - refers to the student's level of vision as reported by an
eye care specialist.
Level of Vision (Functional) - refers to the student's ability to use vision for all travel
tasks (i.e. movement within the classroom, school building and community) as reported
by the Orientation & Mobility Specialist.
Use of Travel Tools - refers to the student's need for use of a white cane or
alternative mobility device (i.e.pre-cane, etc.).
Proficiency in Use of Travel Tools - refers to the student's skill level in use of a
travel tool.
Current Age - Appropriate Independence - refers to the student's ability to travel
safely and proficiently in a developmentally age-appropriate manner.
Complexity or Introduction of New Environment - refers to the type of
environment in which instruction is required (i.e., business district, new school,
neighborhood).
See Appendix A for samples of vision related travel tasks.
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V I S U A L I M P A I R M E N T S ( V . I . )
MODEL OF SERVICE DELIVERY
MONITORING / CONSULTATION -- The student is seen by a Certified Orientation &
Mobility Specialist 1 to 5 times per school year. An annual evaluation may be conducted by the
Certified Orientation & Mobility Specialist. Contact may be with the student or other pertinent
individuals.
SUPPORTIVE-- The student is seen directly by the Certified Orientation & Mobility
Specialist 1 to 2 times a month or during regularly scheduled times throughout the school year
for 20 to 60 minutes each. In addition, the Certified Orientation & Mobility Specialist may
provide direct support to pertinent individuals.
INTENSIVE -- This direct service model is designed for a severely visually impaired traveler
who may need to carry a cane for identification purposes / limited use or for a traveler with
emerging orientation and mobility skills. A non-visual traveler who is maintaining and applying
orientation and mobility skills in various settings would also be included. The student in this
model requires direct service from the Certified Orientation & Mobility Specialist 1 to 2 times a
week for 30 to 90 minutes each. The Certified Orientation & Mobility Specialist provides
regular communication to pertinent individuals regarding the student's needs.
COMPREHENSIVE-- The student is seen by the Certified Orientation & Mobility Specialist
3 or more times a week for 20 to 90 minutes each. This model is designed primarily for a non-
visual traveler who requires an inclusive program in all areas of instruction related to becoming
a safe and independent traveler.
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V I S U A L I M P A I R M E N T S ( V . I . )
PROFESSIONAL JUDGMENT FACTORS
On occasion the professional judgment of the Certified Orientation & Mobility Specialist can
influence the selection of a service delivery model that has been determined by the Severity
Rating. The selection of one or more of the Professional Judgment Factors on the O&M
Severity Summary may be used to place a student at a higher or lower level Model of Service
Delivery than indicated by the Severity Rating alone.
The use of the Professional Judgment Factors may be necessary when it appears that the
Model of Service Delivery indicated by the Severity Rating does not reflect the true needs of
the visually impaired student. Based upon the professional judgment of the Certified
Orientation & Mobility Specialist, all factors which influence the modification of the Model of
Service Delivery should be marked.
The following factors are to be considered:
Posture, gait and motor development
Cognitive ability of the student
Other physical or mental impairments
The nature of eye disease / condition
Transition to a new school, neighborhood, worksite, etc.
Recent vision loss
New, hazardous, complex or difficult environment
Potential for improvement
Age of on-set of blindness
Maturity and motivation
Parental concern / input
Parental commitment for follow-up
Travel time needed to transport student to area of instruction
Certified Orientation & Mobility Assistant
Instruction in low vision aids
Instruction in electronic travel aids
Other (explain)
Remember, each of these factors may be either positive or negative and should be marked if
modifying a service delivery rating.
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V I S U A L I M P A I R M E N T S ( V . I . )
DIRECTIONS FOR COMPLETING THE ORIENTATION & MOBILITY SEVERITY
CHARACTERISTICS AND VISION SEVERITY SUMMARY
This chart may be used three times.
1. Category names are listed vertically along the left hand side of the O&M Severity
Characteristics Worksheet. Refer to definitions on the preceding page as necessary.
2. Descriptors are listed horizontally for each category. The descriptors are listed
sequentially in terms of severity, from mild to profound.
3. The numbers attached to each severity are considered part of a continuum. The
specific numbers under each severity name are the numerical rating to be given for that
severity. For example, under MILD, a numerical rating of 0, 1, or 2 is possible, while
under SEVERE, a numerical rating of 6, 7, or 8 is possible.
4. For each category, mark the descriptor that best describes the visually impaired student.
Place the appropriate severity number in the right hand column (SEVERITY SCORE
COLUMN). Three columns are provided for evaluation on three separate occasions.
The LEVEL OF VISION (MEDICAL) category may receive two scores under
MODERATE or SEVERE if the student has both a field loss and an acuity loss.
5. Total the right hand column to get a TOTAL SEVERITY SCORE.
6. Using the TOTAL SEVERITY SCORE, refer to the O&M SEVERITY SUMMARY
to determine:
Severity rating
Frequency of service
Total minutes of service per week
Model of service delivery
7. Record these findings in the RECOMMENDATIONS OF SERVICES section on the
ORIENTATION & MOBILITY SEVERITY SUMMARY.
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V I S U A L I M P A I R M E N T S ( V . I . )
MILD MODERATE SEVERE PROFOUND SEVERITY
NEEDS NEEDS NEEDS NEEDS SCORE
RATING 0-2 3-5 6-8 9-11
CATEGORY DATE DA
Distance 20/120 - 20/200 - 20/600 - Light perception
LEVEL OF VISION Acuity 20/200 20/600 Light perception Nil
(MEDICAL) and / or and / or
Visual No score here 30 degree field - 10 degree field - No score here
Field No visual field loss 10 degree field 1 degree field No peripheral vision
Visual skills adequate Visual impairment Visual imp. affects ability to No usable vision & has
LEVEL OF VISION for developmentally affects ability to travel travel in all environments. need for immediate
(FUNCTIONAL) age appropriate in most environments Instruction needed for independent travel in
independent travel future independent travel. 1 or more environments
USE OF Travel tool Travel tool Travel tool Travel tool
TRAVEL TOOLS not needed used in used in used in
(CANE / AMD*) except as some travel most travel all travel
identifier environments environments environments
PROFICIENCY Proficiency is Competency. Refining current skills. Introduction of
IN USE OF adequate May review or Introduction of new new skills
TRAVEL TOOL for present refine skills using skills and / or and / or
travel needs existing tool travel tool travel tool
CURRENT
AGE In all In most In some In no
APPROPRIATE environments environments environments environments
INDEPENDENCE
COMPLEXITY OR Travel needs Maintains & refines Needs some Needs extensive
INTRODUCTION met in skills in all current instruction of skills instruction in new or
OF NEW current travel in all current travel more complex
ENVIRONMENT environment environments environments environment
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V I S U A L I M P A I R M E N T S ( V . I . )
Orientation & Mobility Severity Summary
Student: _______________________________________________________ Birthdate: __________________________________
Grade/Program: _______________________________ O & M Specialist: _______________________ Date Completed: __________
Grade/Program: _______________________________ O & M Specialist: _______________________ Date Completed: __________
RECOMMENDATIONS OF SERVICES
DATE SEVERITY FREQUENCY MIN/WEEK MODEL OF
RATING SERVICE PROFESSIONAL JUDGMENT FACTORS:
DELIVERY
_____ 1. Posture, gait and motor development
_____ 2. Cognitive ability of student
_____ 3. Other physical or mental impairment
_____ 4. Nature of eye disease / condition
_____ 5. Transition to a new school, neighborhood, work
etc.
_____ 6. Recent vision loss
SEVERITY SEVERITY FREQUENCY MODEL OF _____ 7. New, hazardous, complex or difficult environme
SCORE RATING OR MINUTES / WEEK SERVICE _____ 8. Potential for improvement
DELIVERY _____ 9. Age of on-set of blindness
0 - 17 1 1 - 5 times / year Monitoring/ _____ 10. Maturity and motivation
Consultation _____ 11. Parental concern / input
18 - 34 2 1-2 times / month Supportive _____ 12. Parental commitment for follow-up
20 - 60 minutes each _____ 13. Travel time needed to transport student to area
35- 50 3 1 - 2 times / week Intensive instruction
30 - 90 minutes each _____ 14. Certified Orientation & Mobility Assistant
51 - 66 4 3 or more times / week Comprehensive _____ 15. Instruction in low vision aids
20 - 90 minutes each _____ 16. Instruction in Electronic Travel Aids
_____ 17. Other (explain)_______________________
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V I S U A L I M P A I R M E N T S ( V . I . )
APSES* Guidelines for Determining Caseload Size for
Teachers of
Students with Visual Impairments
By P. Anne MacCuspie, Ph.D.
Toolbox Editors’ Note: The APSEA is an educational organization in Ontario, Canada. This was published by
the Itinerant Division of the Association for the Education and Rehabilitation of the Blind and Visually
Impaired. (Division 16). It is reprinted here with their permission.
Drivinz Force‘s Editor’s Note: Dr. MacCuspie responded to Nancy Toelle’s article ―An Introduction to
Caseload Management Guidelines‖ with a letter to Nancy. The letter included another formula for figuring out
service hours. Since there has been a large response to Nancy’s article, I thought this information was critical
to get out. I thank both Ann and Nancy for allowing me to share this portion of their correspondence.
Introduction
Children and youth with visual impairments served by APSEA are an extremely
heterogeneous group. They vary in age (birth to 21 years), degree of vision loss, grade
placement, cognitive ability, presence of additional disabilities, degree of independence and
motivation, etc. Itinerant teachers of students with visual impairments working with these
students must develop schedules to accommodate an array of responsibilities such as direct
instruction of compensatory skills, adaptation of materials, assessment, programming
planning, consultation with parents and teachers, ordering and distributing adapted
materials and travel from school to school.
When assigning caseloads to itinerant teachers, their supervisors must attend to all these
considerations as well as those associated with environmental factors (e.g. weather
conditions, road conditions, distance between schools, local school policies and practices
relevant to inclusion). Because of this multiplicity of factors, the following suggested
service levels can only be used as guidelines in developing appropriate levels of service to
any given student.
Note: Numbers are hours per week of itinerant teacher’s time. To establish times based on a
per month schedule, simply multiply ―Direct Service‖ by 4 and adjust ―Consultation,‖
―Adapting Materials‖ and ―Preparation.‖ The amount of time required to complete the
travel requirements of the specific caseload must be incorporated. A final total of 35-45
hours per week is considered acceptable, recognizing that a teacher should not have a
caseload at the upper limit for several consecutive years.
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V I S U A L I M P A I R M E N T S ( V . I . )
PRESCHOOL (birth to 4 years)
Vision Status Direct Service Consultation Adapting Materials Preparation
Blind 1 to 2 0 to 1 0 to 1 0 to 1
20/200 or less 1 to 2 0 to 1 0 to 0.5 0 to 1
20/70—20/200 0.5 to 2 0 to 1 0 to 0.5 0 to l
VI with MD .5 to 1 0 to 1 0 to 1 0 to 1
PRESCHOOL CHILD (year prior to school entry—transition year)
Vision Status Direct Service Consultation Adapting Materials Preparation
Blind 1 to 4 0 to 1 0 to 1.5 0 to 1.5
20/200 or less 1 to 4 0 to 1 0 to 1 0 to 1
20/70 – 20/200 5 to 2 0 to 1 0 to 1 0 to 1
VI with MD 0.5 to 1 0 to 2 0 to 1 0 to 1
ELEMENTARY SCHOOL STUDENTS
Vision Status Direct Service Consultation Adapting Materials Preparation
Blind 5 to 8 0 to 2 1 to 2 1 to 2
20/200 or less 1 to 5 0 to 2 0 to 1 0 to 2
20/70 – 20/200 0 to 3 0 to 1 0 to 0.5 0 to 2
VI with MD 0 to 1 0 to 1 0 to 0.5 0 to 0.5
JUNIOR & SENIOR HIGH SCHOOL (grades 7 – 12)
Vision Status Direct Service Consultation Adapting Materials Preparation
Blind 3 to 6 0 to 3 0 to 2 1 to 2
20/200 or less 1 to 4 0 to 2 0 to 1 0 to 2
20/70 – 20/200 0 to 2 0 to 1 0 to 0.5 0 to 1
VI with MD 0 to 0.5 0 to 1 0 to 0.5 0 to 1
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V I S U A L I M P A I R M E N T S ( V . I . )
Points to Consider When Assigning a Caseload
The type and quantity of service provided to a student with a visual impairment will be
based on the results of comprehensive assessment and recommendations by the
student’s planning team. When assigning students to an itinerant teacher, the
following should be considered:
It is unlikely that a student will ever receive the maximum level of service in all
categories (e.g. direct service, consultation).
When there is only one itinerant teacher in an area, creative options to meet
the needs of all students may include assignment of specific types of task to
other service providers with the appropriate qualifications under the direction of the
itinerant teacher.
Some of the following considerations are mutually exclusive and will require the
supervisor to incorporate additional factors specific to the particular situation.
There should not be more than two academic Braille students assigned to one itinerant
teacher.
Factors associated with the type of travel required in a given area should be
considered (e.g. types of roads, distance, urban or rural setting).
Considerations should be given to the type of programs being offered by the student’s
school and the goals identified on the Individual Education Plan (IEP).
Both direct and consultative services should be included on each caseload.
Where possible, the same itinerant teacher should serve all students in a given school or
in a single family.
Given the previously suggested guidelines, one itinerant should serve a given
geographic area.
Where possible, the specific skills and talents of an itinerant teacher should be
considered (e.g. assigning preschool children to an itinerant teacher with specific
training in early childhood development).
Students will need different levels and types of service at various points in their
development. It is unlikely a student will receive the same service in all categories each
year.
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V I S U A L I M P A I R M E N T S ( V . I . )
Guiding the Assignment of Formula for Budgeting Itinerant Teacher
Caseloads
Formula Items
1. Hours of Direct Service
Hours of direct service are the actual number of hours spent with a student e.g.
1/week, 3/weeks, ½ week = .5/w, 1/2w = .5/w
For preschool staff which frequently spends two or more hours in one visit, they would
record this as two or more hours per week.
Hours of direct service do not include service completed once a month.
2. Consultation Time
The following equivalence for consultation time has been determined:
1/month 15 minutes/week
1/week =30 minutes/week
1/week + = 45 minutes/week (i.e. seeing more than 1 hour/week)
1/ 2 week = 30 minutes/week
3. Braille Transcription and Translation
This item should be discussed with the itinerant teacher to determine the actual time
spent which maybe more or less than the following guidelines. The guidelines are:
5 hours/week per each elementary Braille student
3 hours/week for each junior/senior student as stated above
more or fewer hours may be assigned in exceptional circumstances
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V I S U A L I M P A I R M E N T S ( V . I . )
4. Preparation Time
½ number of pupils on the caseload in hours.
5. Travel Time _____ hours.
km [miles] per month divided by 200 = _____ hours.
Formula Summary
Number of hours of direct service + consultation time + Braille transcription and translation
+ preparation time + travel time = the number of hours comprising the caseload of an
itinerant teacher.
A range of 35 to 45 hours is acceptable for a full-time itinerant teacher. A range of 17 to 23
is acceptable for a half-time itinerant teacher.
Published with permission from the AER itinerant Division (16) Newsletter: Driving Force:
Summer, 1998
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V I S U A L I M P A I R M E N T S ( V . I . )
Iowa Caseload Tool
When caseload sizes for itinerant teachers of students with visual impairments are not specified, it is
recommended that the maximum caseload be established at 10 full time equivalents (FTEs) with
appropriate adjustments made through application of the formula specified for the following three
factors:
1. The number of students receiving direct services
2. With number of students receiving consultation services
3. Average daily amount of time spent traveling
While professional services and traveling time are qualitatively equivalent, both factors must be
considered in applying the formula below.
Use the following formula to calculate caseload size for itinerant teachers:
It is the State of Iowa‟s recommendation that the maximum caseload for itinerant teachers of
students with visual impairments be established at 10 full-time equivalents (FTEs) with appropriate
adjustments made through the following formula:
1. Count each student receiving direct services as 1 FTE regardless of the amount of contact time.
2. Count 5 students receiving consultative service as 1 FTE, using a fraction if necessary.
3. Calculate the total number of hours spent traveling in performance of job duties during a typical week and
divide by 5 to get the average daily amount of time.
4. Count 1 hour of average daily traveling time as 1 FTE using a fraction if necessary.
5. Add the numbers for 91), (2) and (4) above for the total FTEs.
The total FTEs should not exceed 10 for one full-time teacher of students with visual
impairments.Other factors influencing caseload size which are built into the formula include
activities such as parent conferences, pupil staffings, consultation, assessment, evaluation,
observation, records and correspondence. Also included are the frequency and duration of contacts
with students receiving direct services, time for professional development and materials preparation.
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Chapter
V I S U A L I M P A I R M E N T S ( V . I . )
Frequently Asked Question
(FAQ)
A collection of common questions supervisor’s may have:
What is vision therapy?
Vision therapy – also known as vision training, orthoptics, eye training, visual training,
eye exercises – is a clinical approach designed to correct and ameliorate a number of eye
movement disorders, non-strabismic binocular dysfunctions, focusing disorders, strabismus,
ambloyopia, nystagmus and certain visual perceptual or information processing disorders.
Vision therapy encompasses a wide range of treatments from the relatively simple (such as
patching an eye as part of amblyopia therapy) to a more complex process involving
sophisticated instrumentation and computers. This type of therapy typically involves a series
of treatments during which activities are carried out by a patient under professional supervision
in order to correct the visual problem in order for the patient to achieve optimal visual
efficiency and comfort.
What is the Core Curriculum for vision therapy?
Compensatory or Functional Academic Skills, Including Communication Modes
Orientation and Mobility
Social Interaction Skills
Independent Living Skills
Recreation and Leisure Skills
Career Education
Technology
Visual Efficiency Skills
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V I S U A L I M P A I R M E N T S ( V . I . )
Is there a requirement for a visual acuity level in order to be eligible for special
services?
There is no longer neither a statutory, or regulatory requirement for a visual acuity level
for school-age determination of eligibility as visually impaired. Nor is the provision of a
medical report by the parent mandated by law. Although a thorough medical exam
should be part of the protocol for any child suspected of having a visual disability. Use
of functional visual efficiency evaluation instruments and a team examination of
educational need form the basis for determining eligibility as visually impaired.
What is the purpose of a functional vision assessment?
A Functional Vision Assessment assists in describing how the visual impairment impacts the
development and learning of the child. It also describes the educational setting where services are to
be delivered, amount of services needed and specific skills and concepts the student needs to acquire
in order to meet with success.
What is a learning media assessment?
A Learning Media Assessment is a means of systematically determining the most appropriate
learning and literacy media for students with visual impairments. This information allows educators
to provide appropriate students with visual impairments the most appropriate access to the
educational curriculum.
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Chapter
V I S U A L I M P A I R M E N T S ( V . I . )
Resources
A collection of resources has been compiled to assist with a variety of issues,
needs, and concerns.
This section identifies various resources to assist supervisors with various aspects related to
programs for students with Visual Impairments. It includes the following :
Website resources related to various aspects of Visual Impairments
Current supervisors of Visually Impaired programs, across the state of
Pennsylvania.
Expanded core curriculum which describes the curriculum opportunities
which need to be implemented for students with visual impairments.
Roles and Responsibilities for key individuals who work with students with
visual impairments.
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V I S U A L I M P A I R M E N T S ( V . I . )
Website Resources
AbilityHub
This web site will direct you to adaptive equ9ipment and alternative methods available for accessing
computers.
http://222.abilityhub.com/
Academy Certification of Vision Rehabilitation and Education Professionals
http://www.acnrep.org/main.html
American Council of the Blind
The American Council of the Blind is the nation’s leading membership organization of blind and
visually impaired people. It was founded in 1961 and incorporated in the District of Columbia.
http://www.acb.org/
American Foundation for the Blind
Non-profit organization whose mission is to enable people who are blind or visually impaired to
achieve equality of access and opportunity.
http://www.afb.org
American Printing House for the Blind
Promoting the independence of blind and visually impaired persons by providing special media,
tools, and materials needed for education and life.
http://www.aph.org
American Speech-Language-Hearing Association. (ASAH)
The major organization dealing with the audiological and linguistic needs of individuals.
http://www.asha.org/images/splash/students.gif
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Ask ERIC Educational Resources Information Center
The Educational Resources Information Center (ERIC) is a national information system designed to
provide users with ready access to an extensive body of education-related literature. ERIC,
established in 1966, is supported by the U.S. Department of Education, Office of Educational
Research and Improvement, and the National Library of Education. Articles, documents and
bibliographies are obtainable at this site. Covers all aspects and topics on disabilities and gifted
education.
www.askeric.org
Assistive Devices for Use with Personal Computers
The devices listed in this reference circular are designed to assist people who have visual or
physical disabilities to access information displayed on a computer screen. The information
includes screen magnifiers, screen readers, web browsers, and other devices that convert print into
synthetic speech or Braille.
www.loc.gov/nls/reference/assistive.htm
Association for Education and Rehabilitation of the Blind and Visually
Impaired (AER)
AER Online, where you can access the latest information on the Association for Education and
Rehabilitation of the Blind and Visually Impaired.
www.aerbvi.org
Blindness Related Resources on the Web and Beyond
Gopher and web sites, organizations, technology, free software, Braille resources, mobility, libraries
for the blind.
www.hicom.net/-oedipus/blind.html
Blindness Resource Center
Blind history and literacy, deaf-blind, medical conditions, organizations, university programs,
homepages of blind community, research.
www.nvise.org/blind.htm
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Blindness and Visual Services
Vocational Rehabilitation, Specialized Services and Independent Living.
Counseling/skills training to adapt and adjust to vision loss
Orientation/mobility instruction
Rehabilitation teaching
Assistive aids/devices
Vocational evaluation/training
Job placement
http://www.pitt.edu/~uclid/bcblind1.htm
Boys Town National Resource Hospital
The website for the Center for Hearing Loss in Children and has valuable information pertaining to
educational programming for children regarding vision and hearing loss including Usher Syndrome
Http://www.boystownhospital.org/images/homepage/asiankids.jpg
Canadian Deafblind and Rubella Association
The Canadian Deafblind and Rubella Association is committed to assisting all persons who are
deafblind to achieve with Intervention the best quality of life.
http://www.cdbra.ca/missionstatement.html#one
Canadian National Institute for the Blind (CNIB)
The Canadian National Institute for the Blind (CNIB) is a national voluntary agency providing
services to individuals across Canada to whom loss of vision is a central problem in personal and
social adjustments. The CNIB also acts as a consultant and resource agency to the helping
professions, government departments and private industry
http://www.cnib.ca/eng/index.htm
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CHARGE Syndrome Foundation, Inc.
CHARGE Syndrome refers to children with s specific set of birth defects. ―CHARGE‖ originally
came from the first letter of some of the most common features seen in these children: C =
coloborna, H =heart defects, A = atresia of the choanae, R = retardation of growth and development,
G =genital and urinary abnormalities, E = eear abnormalities and/or hearing loss.
The diagnosis of CHARGE is based on finding several of these and possibly other features in a
child. The diagnosis should be made by a medical geneticist who has ruled out other disorders with
overlapping findings.
http://www.chargesyndrome.org/
Clearinghouse for Specialized Media & Technology (CSMT)
Supports access to general education curricula by students with disabilities. This unit of the State
Special Schools and Services Division produces accessible versions of textbooks, workbooks, and
literature books adopted for all public schools by the State Board of Education. Products and
services are provided pursuant to California Education Code.
www.cde.ca.gov
Core Curriculum for Blind and Visually Impaired Students, Including those
with Additional Disabilities
With respect to blind and visually impaired students, the existing core curriculum, as
developed for sighted students, is entirely appropriate and generally available; then the
issue of education of visually impaired students is solved by adaptation of the existing core
curriculum.
www.tsbvi.edu
Council for Exceptional Children (CEC)
Offers information on training, publications, policy issues, legislative updates and more.
www.cec.sped.org
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DB-LINK
The National Information Clearinghouse on Children Who Are Deaf-Blind
DB-LINK is federally funded information and referral service that identifies, coordinates, and
disseminates (at no cost) information related to children and youth who are deaf-blind (ages 0 to 21
years). Four organizations have pooled their expertise into a consortium-based clearinghouse. The
collaborative effort utilizes the expertise and resources of:
Voice: 800-438-9376
TTY: 800-854-7013
http://www.tr.wou.edu/dblink/index.htm
Disability Resources Monthly's (DRM): Blind Resources Page
The Internet is filled with useful information for (and by) people who are blind or partially
sighted. Rather than reinvent the wheel, we've listed a few of the best meta sites (indexes)
to online resources about blindness and visual impairments, followed by a quick list of
major national and international organizations. Be sure to see the related sites for more
indepth information about particular blindness-related issues and disorders.
www.disabilityresources.org
Kutztown University of Pennsylvania VI Program
Program graduates are certified to teach in regular elementary education program and in special
education programs for students with visual impairments (K-12).
www.kutztown.edu
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National Agenda for the Education of Children and Youths with Visual
Impairments, Including Those With Multiple Disabilities
Is now accessible through the Texas School for the Blind's Website. You will find the following
materials on the World Wide Web linking from this page.
www.tsbvi.edu
National Agenda – Pennsylvania
The National Agenda is a national project aimed at achieving eight priority goals for improving the
quality of educational services for children and youths with visual impairments. The National
Agenda project has benefited from an unprecedented grassroots effort by parents, professionals and
consumers since the fall of 1993. The National Agenda document www.afb.org published by
AFB Press, details the programmatic and policy framework necessary to empower communities
across the United States to improve educational opportunities for children and youths who are blind
or visually impaired equal to those received by their sighted peers. We urge you to join us in
achieving the goals of the National Agenda" Donna Stryker and Phil Hatlen – Co-Chairs
The National Agenda Committee in Pennsylvania has responded by adding a ninth goal: Transition,
and creating a detailed web site and booklet, that addresses the issues surrounding the nine goals
http://www.obs.org/napa/NA-PA%20Home%20Page.htm
National Center for Accessible Media
A research and development facility that works to make media accessible for people with
disabilities
www.ncam.wgbb.org
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National Center to Improve Practice in Special Education (NCIP) Library
NCIP Library is a compendium of resources on eight topics: Word Prediction, Technology for
Students Who Are Visually Impaired, Technology in Early Childhood Education, Organizing Tools,
Instructional Uses of Video & Captioning, Multimedia, Multimedia, and Providing Access to
Portable Tools.
www.edc.org
National Family Association for Deaf-Blind
The National Family Association for Deaf-Blind (NFADB) is a non-profit, volunteer-based family
association. Our philosophy is that individuals who are deaf-blind are valued members of society
and are entitled to the same opportunities and choices as other members of the community NFADB
is the largest national network of families focusing o issues surrounding deaf blindness
Http://www.nfadb.org/aboutus.htm
National Federation of the Blind (NFB)
A consumer and advocacy organization of the blind. NFB has fifty thousand members and has
affiliates in all 50 states plus Washington, D.C. and Puerto Rico.
www.nfb.org
The National Technical Assistance Consortium for Children and Young
Adults Who Are Deaf-Blind
The National Technical Assistance Consortium for Children and Young Adults Who Are Deaf-
Blind is a federally funded project that provides technical assistance to families and agencies
serving children and young adults who are deaf-blind (ages birth to 28 years). NTAC combines the
resources, expertise, and experience of two major organizations: Teaching Research and The Helen
Keller National Center
Http://www.tr.wou.edu/ntac/ntac.htm
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netLibrary -- The Next Generation Library
netLibrary offers the world's largest library of eBooks. Our "electronic books" give you the
power to read and research. From anywhere. At any time of day. You can read eBooks
online. Search through them instantly. Even borrow them
www.netlibrary.com
Office of Special Education and Rehabilitative Services (OSERS)
Supports programs that assist in educating children with special needs, provides for the
rehabilitation of youth and adults with disabilities, and supports research to improve the lives of
individuals with disabilities.
www.ed.gov
Office of Special Education Programs (OSEP)
Focuses on the free appropriate public education of children and youth with disabilities
from birth through age 21.
http://www.ed.gov/offices/OSERS/OSEP/
Overbrook School for the Blind
Develops and delivers education that enhances the options available for persons with visual
impairment and other challenges so that they have the greatest opportunity to experience active and
fulfilling lives.
www.obs.org
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Penn-Del AER
The Association for Education and Rehabilitation of the Blind and Visually Impaired (AER) is the
only international membership organization dedicated to rendering all possible support and
assistance to the professionals who work in all phases of education and rehabilitation of blind and
visually impaired children and adults. It was formed in 1984 as the result of a consolidation between
the American Association of Workers for the Blind and the Association for Education of the
Visually Handicapped
www.penndelaer.org
Pennsylvania College of Optometry
Programs include the Master of Science and Certificate in Low Vision Rehabilitation, the
Master of Education and Certificate in the Education of Children and Youth with Visual
and Multiple Impairments, the Master of Science in Orientation and Mobility Therapy, the
Master of Science and Certificate in Rehabilitation Teaching, a dual Certificate program in
Education of Children and Youth with Visual and Multiple Impairments and Orientation
and Mobility, and a variety of short-term continuing education programs.
www.pco.edu
Pennsylvania Department of Education (PDE)
Pennsylvania Department of Education
www.pde.state.pa.us/pde_internet/site/default.asp
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Project C.A.T.S.
Is a website with a mission to develop and promote travel opportunities for individuals who
are deafblind and may have additional disabilities. It is designed to be used primarily by
teams working collaboratively to provide specialized services [e.g., Individual Education
Program (IEP), Personal Futures Plan (PFP), Individualized Work Plan (IWP)]. The ten-
phase decision-making model outlines a process to support students learning to move from
place to place more successfully. This includes the movement related steps needed to get to
an activity location as well as those within the activity sequence itself.
www.cats.indstate.edu
Pennsylvania Training and Technical Assistance Network (PaTTAN)
The Pennsylvania Training and Technical Assistance Network, PaTTAN, serves as the training and
technical assistance branch of the Pennsylvania Department of Education, Bureau of Special
Education. PaTTAN consultants work collaboratively with intermediate units to provide services in
the areas of professional development, technical assistance and information dissemination to
support school districts within the Commonwealth of Pennsylvania.
http://www.pattan.k12.pa.us/
Project Salute
Is a federally funded project intended to improve instruction for children and youth who are
deafblind through a better understanding of the use of touch for learning. Please join
Deborah Chen, June Downing and others for stimulating discussions on Successful
Adaptations for Learning to Use Touch Effectively. You will find fact sheets, photographs
and other valuable resources.
www.projectsalute.net
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SKI-HI Institute
The SKI-HI Institute is a unit of the College of Educations’ Department of Communicative
Disorders and Deaf Education at Utah State University, Logan. Our outreach programs to Utah
citizens, and to families and professionals in nearly all 50 states and Canada, are a vital asset to the
university’s role as the state’s land-grant university. Utah State University is also a Carnegie I
research university, and the SKI-HI Institute is a strong contributor to the ranking. We are one of
three research units for human services within the College of Education – unique among colleges of
education and universities in the scope of its research and development emphasis beyond traditional
teacher training.
http://www.skihi.org/home.html
St. Lucy Day School for Children with Visual Impairments
Saint Lucy Day School was founded in 1955 at the request of parents who wanted their children to
receive the special education services they needed in a spiritually enriching environment.
Administered by the Sisters, Servants of the Immaculate Heart of Mary, this school revolutionized
the idea of providing education for children who are blind or partially sighted without isolating them
from family and the regular school system. St. Lucy Day School is one of the five Special Education
schools in the Archdiocese of Philadelphia, and serves Visually Impaired students from a five
county area.
http://www.stlucydayschool.org/
Technology Guide to Assist Students With Visual Impairments in Meeting
Curriculum Goals
The guide provides a sequential framework addressing a range of technology options to
meet the general learning expectations across BC curricula from Kindergarten to Grade 12.
Braille, print enhancement and speech output technologies are included. While the guide
has applicability to all subject areas and grade levels the suggested strategies and
modifications focus on the learning outcomes in reading, writing and mathematics.
http://www.stbc.org/special/virg/
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Texas School for the Blind and Visually Impaired
A leading center of educational expertise for students with visual impairments in the United States.
http://www.tsbvi.edu/
The Pennsylvania Office of Labor and Industry
OVR is the Pennsylvania Office of Vocational Rehabilitation, a State Agency that provides
services to help persons with disabilities prepare for, start, and maintain employment.
Vocational Rehabilitation is one of the oldest programs in which state funds are matched
with federal funds. In 1920 Congress passed the Civilian Vocational Rehabilitation Act
encouraging states to provide rehabilitation services to disabled veterans. Subsequent
legislation has greatly expanded the available services and those who can receive them. The
Vocational Rehabilitation program now operates under the authority of the Rehabilitation
Act of 1973, the Rehabilitation Act Amendments of 1992 and the Pennsylvania Vocational
Rehabilitation Act.
http://www.dli.state.pa.us/landi/cwp/browse.asp?A=3
U.S. Department of Education
This site provides research statistics, news, events, programs, services, publications
and funding information. All information is as current as possible and is frequently
updated.
http://www.ed.gov/
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University of Pittsburgh's Vision Studies
Prepares professionals to educate children and rehabilitate adults with visual disabilities. The
specialization enables students to acquire dual certification as teachers of children with visual
disabilities and as orientations and mobility (O&M) specialists with a Master's of Education degree.
http://www.education.pitt.edu/images/posvar2.jpg
Western Pennsylvania School for Blind Children
The School is dedicated to helping all students gain as much independence as possible so
that they can experience positively the companionship of family, friends, and the
community. The School, further, offers assistance to families and serves as a resource to the
public.
http://www.wpsbc.org/
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Website Resources
Kenneth Albaugh
Mifflin County School District
Director of Student Support Services
201 Eighth Street - Highland Park
Lewistown PA 17044
kja45@mcsdk12.org
Michael Barr
Brandywine Heights Area School District
200 West Weiss Street
Topton PA 19562-1500
micbar@bhasd.k12.pa.us
William Benz
Carbon-Lehigh Intermediate Unit 21
4750 Orchard Road
Schnecksville PA 18078
benzw@cliu.org
Jeff Brown
Riverview Intermediate Unit 6
270 Mayfield Road
Shippenville PA 16254
jbrown@riu6.org
Barbara Burger
Delaware County Intermediate Unit 25
Vision Support Services/Education Service Center
200 Yale Avenue
Morton PA 19070
bburger@dciu.org
Michael Clayton
Philadelphia
mclayton@phila.k12.pa.us
Denise Collins
I.U. 29
dc@iu29.0rg
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Brenda Coulter
Mifflin County School District
201 Eighth Street - Highland Park
Lewistown PA 17044-1197
blc38@mcsdk12.org
Kerri Dach
Seneca Highlands Intermediate Unit 9
PO Box 1566
119 Mechanic Street
Smethport
PA 16749
kdach@iu9.org
Carol T. Dale
Royer-Greaves School for the Blind
118 South Valley Road
Paoli PA 19301-0913
rgschool@AOL.COM
Mary Desmone
Northwest Tri-County Intermediate Unit 5
252 Waterford Street
Edinboro PA 16412
mary_desmone@iu5.org
Sandi Dinardi
Tuscarora Intermediate Unit 11
2527 US Highway 522 South
McVeytown PA 17051
sdinardi@tiu11.org
Angela Durr-Stevens
Beaver Valley Intermediate Unit 27
225 Center Grange Road
Aliquippa PA 15001
ams@iu27.bviu.k12.pa.us
Brenda Egan
Western Pennsylvania School for Blind Children
201 North Bellefield Avenue
Pittsburgh PA 15213
began@wpsbc.org
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Lee Evans
Luzerne Intermediate Unit 18
PO Box 1649
368 Tioga Avenue
Kingston PA 18704-0649
Ime@epix.net
John Evans
Montgomery County Intermediate Unit 23
1605-B West Main Street
Norristown PA 19403
jevans@mciu.org
Sandy Finkel
Overbrook School for the Blind
6333 Malvern Avenue
Philadelphia PA 19151
sandy@obs.org
Molly Finley
Lancaster-Lebanon Intermediate Unit 13
1110 Enterprise Road
East Petersburg PA 17520
molly_finley@iu13.org
Christina Fish
Central Susquenanna Intermediate Unit 16
PO Box 213
Lewisburg PA 17837
cfish@csiu.org
Sr. M. Margaret Fleming
St. Lucy Day School
Archdiocese of Philadelphia
130 Hampden Road
Upper Darby PA 19082
aplucy01@nni.com
Cassandra Giardina
Overbrook School for the Blind
6333 Malvern Avenue
Philadelphia PA 19151
cassandra@obs.org
William Grochowski
Scranton School District
425 North Washington Avenue
Scranton PA 18503-1396
grochoww@ns.neiu.k12.pa.us
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Debby Hartman
Allentown School District
PO Box 328
31 South Penn Street
Allentown PA 18105-0328
hartmand@allentownsd.org
Joyce Harwood
Boyertown Area School District
911 Montgomery Avenue
RR 6 Box 61
Boyertown PA 19512-9607
jharwood@boyertownasd.org
Brian Hocking
Berks County Intermediate Unit 14
PO Box 16050
1111 Commons Boulevard
Reading PA 19612
brihoc@berksiu.org
Rosemary Holecki
Capital Area Intermediate Unit 15
PO Box 489
55 Miller Street
Summerdale PA 17093
rholecki@caiu.org
Donna Hopstetter
Colonial Intermediate Unit 20
PO Box 3060
6 Danforth Drive
Easton PA 18045
dhopstetter@ciu20.org
Tom Hull
Schuylkill Intermediate Unit 29
PO Box 130
17 Maple Avenue
Mar-Lin PA 17951
tlh@iu29.schiu.k12.pa.us
Patricia N. Jachimowicz
Westmoreland Intermediate Unit 7
RR 12 Box 205 Donahue Road
Greensburg PA 15601-9217
pnolanj@hotmail.com
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V I S U A L I M P A I R M E N T S ( V . I . )
Theresa Johnson
Norristown Area School District
Supervisor of Special Education
401 North Whitehall Road
Norristown PA 19403-2799
trinker@nasd.k12.pa.us
Bernadette Kappen
Overbrook School for the Blind
6333 Malvern Avenue
Philadelphia PA 19151-2597
bmk@obs.org
Gigi Kilroe
BLaST Intermediate Unit 17
501 East Third Street
Williamsport PA 17701
gkilroe@iu17.org
Suzanne Knapp
Elwyn Institute
Non-Public School Program
4040 Market Street
Philadelphia PA 19104
fluffymiss@hotmail.com
Greg Koons
Luzerne Intermediate Unit 18
PO Box 1649
368 Tioga Avenue
Kingston PA 18704-0649
gkoons@liu18.org
Clarance LaManna
Northeastern Educational Intermediate Unit 19
1200 Line Street
Archbald PA 18403
lamanna@ns.neiu.k12.pa.us
Debra Levy
Philadelphia
debbielevy@comcast.net
Gina MacFalls
Williamsport Area School District
Director of Special Education
201 West Third Street
Williamsport PA 17701-6463
gmacfall@wasd.org
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Jean Marsicano
Schuylkill Intermediate Unit 29
PO Box 130
17 Maple Avenue
Mar-Lin PA 17951-0130
jim@iu29.org
Diane Maurey
Western Pennsylvania School for Blind Children
201 North Bellefield Avenue
Pittsburgh PA 15213
dambrose@wpsbc.org
Donald Mazreku
Lincoln Intermediate Unit 12
PO Box 70
New Oxford PA 17350
dawns@iu12.org
JoAnn McNamee
Overbrook School for the Blind
6333 Malvern Avenue
Philadelphia PA 19151
joanne@obs.org
Gail McQuown
Bucks County Intermediate Unit 22
705 Shady Retreat Road
Doylestown PA 18901
gmcquown@bucksiu.org
Vincent McVeigh
Chester County Intermediate Unit 24
Supervisor of Special Education
455 Boot Road
Downingtown PA 19335
vincem@cciu.org
James Molleca
Daniel Boone Area School District
Director of Special Education
1445 East Main St
Douglassville PA 19518
jmollec@ucfsd.org
Patrick Moore
151 West Nittany Avenue
State College PA 16801
pjm11@scasd.org
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V I S U A L I M P A I R M E N T S ( V . I . )
Helene Morano
Overbrook School for the Blind
6333 Malvern Avenue
Philadelphia PA 19151-2597
helene@obs.org
Suzanne Mutic
Central Dauphin School District
600 Rutherford Road
Harrisburg PA 17109
smutic@cdsd.k12.pa.us
Paul Nobile
Hazleton Area School District
Supervisor of Special Education
1515 West 23rd Street
Hazleton PA 18201
nobilep@.hasd.k12.pa.us
Frances Parker
Central Intermediate Unit 10
374 Link Road
West Decatur PA 16878
fparker@ciu10.com
Terri Prout, Ph.D.
Appalachia Intermediate Unit 8
4500 6th Avenue
Altoona PA 16602
tfp@iu08.apiu.k12.pa.us
Ronald Rill
Fleetwood Area School District
801 North Richmond Street
Fleetwood PA 19522-1031
rrill@fleetwoodasd.k12.pa.us
Lois Robbins
Overbrook Educational Center
6714 Landsdowne Avenue
Philadelphia PA 19151
Jjmillie@aol.com
Rita Robertson
Stewart Middle School
1315 West Marshall Street
Norristown PA 19401
rrobertson@nasd.k12.pa.us
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V I S U A L I M P A I R M E N T S ( V . I . )
Tricia Setar
Colonial Intermediate Unit 20
PO Box 3060
6 Danforth Drive
Easton PA 18045
tsetar@ciu20.org
Lynn Severns Murphy
Pathfinder School
Donati Road
Bethel Park PA 15102
lynn.murphy@aiu3.net
Mary Rita Sheldon
Overbrook Education Center
11th & Catherine
Philadelphia PA 19151
msheldon@phila.k12.pa.us
Linda Shoop
Northwest Tri-County Intermediate Unit 5
252 Waterford Street
Edinboro PA 16412
linda_shoop@iu5.org
Janet Simon
Western Pennsylvania School for Blind Children
201 North Bellefield Avenue
Pittsburgh PA 15213
jsimon@wpsbc.org
Rose Skolnick
Overbrook Educational Center
6714 Landsdowne Avenue
Philadelphia PA 19151
skolnick@phila.k12.pa.us
Asst. Director of Special Ed
Armstrong School District
410 Main Street
Ford City PA 16226
Dennis Taylor
Intermediate Unit 1
One Intermediate Unit Drive
Coal Center PA 15423-9642
taylord@iu1.k12.pa.us
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Robert Truscello
ARIN Intermediate Unit 28
2895 West Pike
Indiana PA 15701-9769
rtuscello@arin.k12.pa.us
Barry Webb
Exeter Township School District
3650 Perkiomen Avenue
Reading PA 19606
barrywebb@exeter.k12.pa.us
Susan Weigand
Special Education Specialist
2140 Saw Mill Boulevard
Pittsburgh PA 15212
sweigand1@pghboe.net
Lauri Wilde
Overbrook School for the Blind
6333 Malvern Avenue
Philadelphia PA 19151-2597
lauri@obs.org
Ben Williams
Montgomery County Intermediate Unit 23
1605-B West Main Street
Norristown PA 19403-3286
bwilliam@mciu.org
Lynne Joy Williams
Overbrook School for the Blind
6333 Malvern Avenue
Philadelphia PA 19151-2597
lynne@obs.org
Toby Woodward
Midwestern Intermediate Unit 4
453 Maple Street
Grove City PA 16127-2324
cheryl_mansour@miu4.k12.pa.us
Cynthia Zerr
Hamburg Area School District
Special Ed Coordinator
Windsor Street
Hamburg PA 19526
cinzer@hasdhawks.org
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Expanded Core Curriculum
Compensatory Skills - Literacy/Communication/Functional Academic Skills:
Compensatory skills are those needed by blind and visually impaired students in order to
access all areas of core curriculum. Mastery of compensatory skills will usually mean that
the visually impaired student has access to learning in a manner equal to that of sighted
peers. Functional skills refers to the skills that students with multiple disabilities learn that
provide them with the opportunity to work, play, socialize, and take care of personal needs
to the highest level possible.
Compensatory and functional skills include such learning experiences as concept
development, spatial understanding, study and organizational skills, speaking and listening
skills, and adaptations necessary for accessing all areas of the existing core curriculum.
Communication needs will vary, depending on degree of functional vision, effects of
additional disabilities, and the task to be done. Student will need instruction from a teacher
with professional preparation to instruct students with visual impairments in each of the
compensatory and functional skills they need to master. These compensatory and functional
needs of the student with visual impairment child are significant, and are not addressed with
sufficient specificity in the existing core curriculum.
The ability to access written/print information is an important component of independent
living. Reading ability affects decisions made in everyday life and the quality of
participation in community activities. Effective readers have a command of basic reading
and comprehension skills, recognize their reading needs and make the necessary
adaptations in order to meet those needs. They also recognize the value of efficient reading
skills and are willing and able to work through frustrations to complete reading tasks.
Individuals with visual impairments often cannot read printed material without special
adaptations, such as adaptive technology and devices or the use of assistive techniques,
strategies, and resources. As a result they may avoid certain tasks or activities that involve
reading. Furthermore, without adequate Literacy/Communication
Technical skills in at least one type of reading medium (e.g., Braille, large print), these
individuals may lose out on reading opportunities crucial to the development of language.
The ability to use written communication is essential to the completion of various tasks and
participation in the many activities associated with daily living and learning. Successful
integration into adult daily living requires that one be able to write a signature, write checks
accurately, interact with peers, express thoughts in writing, etc. Effective writers recognize
that written work, whether it is produced by hand or through the use of some type of
technological device, must be produced in a manner that can be deciphered by others. In
addition, they are able to organize information into formats that are coherent and
appropriate to the context. Students with visual impairments are often unable to complete
written tasks or participate effectively in activities that require written communication skills
without using adapted or assistive devices. Perceptual difficulties may impact their ability
to organize at both the concrete and abstract level, and delayed or poor concept
development may make it difficult for them to conceptualize their ideas and then transfer
those ideas to paper. These difficulties may cause the individual with a visual impairment to
avoid writing tasks.
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V I S U A L I M P A I R M E N T S ( V . I . )
Functional Academics
The completion of tasks and participation in activities associated with daily living requires
that an individual draw upon the concepts and skills acquired as the result of formal
mathematical learning. Examples of such tasks and activities are balancing a checkbook,
making change, tipping at a restaurant, estimating floor space for new tile or carpeting,
computing income tax, budgeting, reading charts and maps, and estimating income/payroll.
Persons who effectively complete such tasks are able to draw upon their mathematical
knowledge and skills and employ strategies that facilitate effectiveness. Because
development of many mathematical concepts relies on spatial awareness or application of
visual perceptual abilities, many individuals with visual impairments may have difficulty
acquiring these concepts. Furthermore, these individuals may lack skills and/or strategies to
efficiently complete mathematical processes such as computation, mental arithmetic, or
estimation. Without sufficient understanding of mathematical concepts, effective
mathematical skills and strategies, and the ability to apply mathematical knowledge and
competencies to real-life situations, independence and effectiveness in daily living may be
severely limited.
Examples of compensatory and functional skills to be considered may include, but are not
limited to:
―Concept Development and Reasoning: The development of spatial and language
concepts and the ability to reason at the level of abstraction may require special
instructional planning or direct intervention by a teacher of the visually impaired and 0 &
M specialist. The ability to solve problems and evaluate one’s problem-solving strategies in
addition to the development of decision making skills is crucial to overall cognitive growth.
Concept development and reasoning are the joint responsibilities of the classroom teacher,
teacher of the visually impaired, and 0 & M specialist, and should be integrated into all
levels of instruction, in academics as well as special skill areas.‖ (citation) More specific
examples of concept development and reasoning may include:
Developing a good sense of body image
Understanding these concepts: laterality, time, position, direction, size, shape,
association, discrimination, sequence, quantity, sensations, emotions, actions,
colors (to the best of the individual’s ability), matching, and classifying.
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V I S U A L I M P A I R M E N T S ( V . I . )
Developing listening skills appropriate to the level of the student’s functional,
including the development of auditory reception, discrimination, memory,
sequencing, closure, and association skills. This also includes developing
auditory comprehension and analysis skills appropriate to the level of the
student’s functioning, such as the development of the ability to summarize;
classify; compare; recognize cause and effect; predict outcomes; visualize;
understand character; understand setting; recognize climax, foreshadowing, and
purpose; and distinguish fact from opinion. Functionally blind and low vision
individual do not automatically develop better listening skills; these must be
systematically taught and practiced. The development of good listening skills
does not stop with work in auditory perception skills but extends to the
development of auditory comprehension, analysis, and memory skills. Good
listening skills will be needed by the student to interpret the environment when:
1. the student works in the regular classroom;
2. books are read to the student (by reader or on tape):
3. an older student tries to retain the maximum amount of information
from lectures.
Social and Interpersonal Relations:
Almost all social skills used by sighted children and adults have been learned by visually
observing the environment and other persons, and behaving in socially appropriate ways
based on that information. Social interaction skills are not learned casually and incidentally
by blind and individuals with visual impairments as they are by sighted persons. Social
skills must be carefully, consciously and sequentially taught to blind and students with
visual impairments. Nothing in the existing core curriculum addresses this critical need in a
satisfactory manner. Thus, instruction in social interaction skills becomes a part of the
expanded core curriculum as a need so fundamental that it can often mean the difference
between social isolation and a satisfying and fulfilling life as an adult.
Students with visual impairments often find themselves at a disadvantage in social
interaction for a variety of reasons. Disadvantages must be overcome for the need to
effectively interact socially in society on a daily basis. Effective societal integration
requires an individual to be socially competent, to develop and maintain friendships and
relationships, interact with strangers, ask for directions when lost or confused, demonstrate
common social politeness, order food in a restaurant, seek-receive- and evaluate community
services, or effectively communicate personal assets in an employment interview. These are
social skills taken for granted by sighted persons, but skills people with visual impairments
can learn with extra effort and skills that must be taught to them.
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V I S U A L I M P A I R M E N T S ( V . I . )
The ability to effectively interact socially with others and to communicate one’s thoughts to
enable constructive daily living interaction:
-Is dependent upon a person’s ability to obtain assistance from others and utilize
their advice appropriately;
-Nonverbal communication and body language;
-Special social issues, problems and skills for people with visual impairments
-Effective conversational skills and social group skills
Assistive Technology:
Technology is a tool to unlock learning and expand the horizons of students. It is not, in
reality, a curriculum area. However, it is added to the expanded core curriculum because
technology occupies a special place in the education of blind and visually impaired
students. Technology can be a great equalizer, for the braille user, it allows the student to
provide feedback to teachers by first producing material in braille for personal use, and then
in print for the teacher, classmates, and parents. It gives blind persons the capability of
storing and retrieving information. It brings the gift of a library under the fingertips of the
person with visual impairments. Technology enhances communication and learning, as well
as expands the world of blind and visually impaired persons in many significant ways.
Thus, technology is a tool to master, and is essential as a part of the expanded core
curriculum.
This specialized portion of the core curriculum includes awareness of and proficiency in the
use of specialized devices which are used to increase, maintain or improve the functional
abilities of students with visual impairments and can provide access to information which is
presented in a visual form that is not immediately accessible to the student with visual
impairment. The term most associated in this area is access technology, the method of
providing access to information in the student’s primary learning medium and presenting
information generally displayed in a visual form in an appropriate alternate auditory, tactile,
or visual format. Examples of these areas are the use of a
closed circuit television reading system to enhance the size and contrast of printed
information; a refreshable braille display to access the information presented on a computer
screen; and talking scientific calculator to perform mathematical functions.
Assistive technology includes no tech, low tech and high tech options. The student with
visual impairment needs to develop a variety of skills which utilize the range of options as
the situation dictates. These skills need to be taught in conjunction with other
communication and compensatory skills.
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V I S U A L I M P A I R M E N T S ( V . I . )
Independent Living Skills:
This area of the expanded core curriculum is often referred to as ―daily living skills.‖ It
consists of all the tasks and functions persons perform, in accordance with their abilities, in
order to lead lives as independently as possible. The curricular needs are varied, as they
include skills in personal hygiene, food preparation, money management, time monitoring,
organization, etc. Some independent living skills are addressed in the existing core
curriculum, but they often are introduced as splinter skills, appearing in learning material,
disappearing, and then re-appearing. This approach will not adequately prepare blind and
visually impaired students for adult life. Traditional classes in home economics and family
life are not enough to meet the learning needs of most students with visual impairments,
since they assume a basic level of knowledge, acquired incidentally through vision. The
skills and knowledge that sighted students acquire by casually and incidentally observing
and interacting with their environment are often difficult, if not impossible, for blind and
visually impaired students to learn without direct, sequential instruction by knowledgeable
persons.
Students with visual impairment need to be capable of independently managing all personal
care needs. Among the tasks that can be accomplished are eating and table etiquette,
personal grooming, hygiene, dressing, health, as well as needs associated with
accomplishing these tasks (e.g. shopping for and organizing clothes, closet/dresser, using
bath/shower, organizing refrigerator, labeling medicines and toiletries, etc.)
Students with visual impairment need to be capable of independently managing all personal
care needs. Among the tasks that can be accomplished are eating and table etiquette,
personal grooming, hygiene, dressing, health, as well as needs associated with
accomplishing these tasks (e.g. shopping for and organizing clothes, closet/dresser, using
bath/shower, organizing refrigerator, labeling medicines and toiletries, etc.)
Students who have impaired vision need to have competencies in skills related to telephone
usage, time and money management in order to live a fully independent life. There are
techniques and technology available to assist people with vision impairments in becoming
independent in these areas. Students should be adept at using the telephone, keeping track
of time, and in handling both coins and currency without assistance from other persons.
Students with vision impairments should be efficient in the organization and completion of
complex tasks within a reasonable time economy. There are numerous methods and
techniques for improving organizational efficiency in all areas of human productivity
whether it is personal, daily living, or work related. The competent student is expected to be
able to describe these methods and techniques and explain how he employs and
demonstrates many of them in everyday life.
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V I S U A L I M P A I R M E N T S ( V . I . )
Students with visual impairments need to be completely capable of independently
completing tasks associated with shopping, housekeeping, meal preparation and child care.
Special methods and techniques are required for completing these tasks in a safe, efficient
and expeditious manner. No student should leave school without the knowledge and
practice of these methods and techniques.
Students with visual impairments need extra help in developing the personal skills that their
sighted peers learn through the visual channel. Some understanding (e.g., physiology of
sexes, clothing differences) must be carefully developed through tactile means. Visually
impaired students need special assistance in developing appropriate self concepts and
accepting their disability.
Emergencies occur infrequently, but they are a fact of life that requires pre-planning and
preparation. Students who have impaired vision are equally responsible for caring for
themselves and those in their charge during emergencies. While common sense and
thoughtful upbringing are the primary ways people learn to respond to emergencies they are
not adequate for persons who may be blind. These topics are so critical that they must be
addressed as part of a special education program. The end result should be a graduate who
can if necessary depend upon him/herself for responsible action during emergencies.
NOTE: Personal management skills can only be fully developed when graduates are
responsible for their own independent setting. For example, when students are still with
their parents, learning is not as realistic and the student is not nearly as motivated.
Therefore, it should be recognized that additional training in specific environments will
usually have to be provided after a student graduates, thereby supplementing general skill
training before graduation.
Ability to manage daily living tasks using established low vision and blindness
techniques in the following areas:
- Home safety
- When and how to perform household tasks/chores/repairs
- Labeling, organizing and proper use of household tools and supplies
- Food preparation and management skills
- Taking care of others needs
- Proper use of appliances
Ability to manage eating and other personal care needs using established low
vision and blindness techniques in the following areas:
Labeling and organizing personal items for easy access and appropriate usage
-
- Personal appearance skills
- Effective use of personal service people
- Eating skills
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V I S U A L I M P A I R M E N T S ( V . I . )
Competence in the practical skill areas: telephone usage, time and money skills in
the following areas:
- Effective use of the telephone
- Money management
- Concept of time and telling time
Ability to obtain or purchase items necessary to daily living
Knowledge of proper prevention of and procedures for responding to emergencies
in the following areas:
- Emergency prevention
- Emergency preparedness
Demonstrates a well-developed knowledge of self in the following areas:
- Physical/sexual information and the development of sexuality
- Understanding of their disability
- Knowledge of personal abilities and areas for improvement
Ability to set goals, organize tasks toward meeting goals, and carry out plans
commensurate with personal, daily living, or work (employment) needs in the
following areas:
- Organization of ideas and possessions
- Task analysis and response planning
- Recognizing personal goals and lifestyles
Orientation and Mobility:
As a part of the expanded core curriculum, orientation and mobility is a vital area of
learning. Teachers who have been specifically prepared to teach orientation and mobility to
blind and learners with visual impairments are necessary in the delivery of this curriculum.
Students will need to learn about themselves and the environment in which they move from
-
basic body image to independent travel in rural areas and busy cities. The existing core
curriculum does not include provision for this instruction. It has been said that the two
primary effects of blindness on the individual are communication and locomotion. The
expanded core curriculum must include emphasis on the fundamental need and basic right
of people with visual impairments to travel as independently as possible, enjoying and
learning from the environment through which they are passing to the greatest extent
possible.
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Students with visual impairments need to be technically capable of freely moving about by
themselves and on foot. While there are a variety of methods and techniques for
independent foot travel, the end result should be a graduate who is confident and competent
in orienting and safely traveling about in his living, neighborhood, community and work
environments.
Students with visual impairments need to be technically capable of safely using all the
forms of public transportation available to them including bus, train, plane, cab, etc. This
capability includes knowledge of entry/exit (fare/ticketing) procedures; ability to locate and
interpret transportation schedules; ability to articulate an efficient travel plan with
knowledge of destinations and means for competing travel between starting/ending points
and public transportation entry/exit points; and ability to execute the travel plan.
Students with visual impairments need to have confidence and capability to plan, orient
themselves and safely travel to desired destinations in unfamiliar environments. There are a
wide variety of techniques for achieving independence in orientation and mobility. The
student needs to be capable of employing whichever of these techniques are necessary to
achieve safe and successful travel in an unfamiliar city or town, and return to point of
beginning.
While reading braille may not be the most efficient means for acquiring large amounts of
printed information for many people with vision impairments, the student needs to be
capable of reading and applying common survival symbols in public places. Often the
speed and crowd of public places or the position of appropriately sized information does not
allow for the time required to obtain appropriate information. Independence can be greatly
enhanced when the student can quickly and independently decipher survival symbols
required on many of today’s public buildings.
***Assessment and Instruction***
Technical ability to move about in one’s living, neighborhood, community and
work environments:
- Concept development
- Perceptual and cognitive processes of orientation
- Mobility skills
- Planning for travel
- Ability to negotiate specific travel obstacles
Technical ability to use all major forms of public transportation:
- Planning for travel
- Use of specific travel skills
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Technical ability to travel to specific destinations in an unfamiliar community of a
least moderate size (approximately 50,000) and return to point of beginning:
- Evaluating, decision making and planning regarding travel
- Specific travel skills
- Interacting effectively with others and using their assistance appropriately
Ability to locate and read survival symbols in order to access public places
(elevators, rest rooms, restaurants, etc.):
Understanding the basic components and designs of public buildings
-
- Using the assistance of others in an appropriate fashion
- Has technical reading skills
Recreation and Leisure:
Skills in recreation and leisure are seldom offered as a part of the existing core curriculum.
Rather, physical education in the form of team games and athletics are the usual way in
which physical fitness needs are met for sighted students. Many of the activities in physical
education are excellent and appropriate for students with visual impairments. In addition,
however, these students need to develop activities in recreation and leisure that they can
enjoy throughout their adult lives. Most often sighted persons select their recreation and
leisure activity repertoire by visually observing activities and choosing those in which they
wish to participate. The teaching of recreation and leisure skills to blind and students with
visual impairments must be planned and deliberately taught and should focus on the
development of life-long skills.
The following expectations and skills promote participation in active leisure or recreation
activities:
- Social and interaction skills
- Knowledge of activities that are available for people with visual impairments, when
and where are they held
- Resourcefulness in adapting to activities of sighted persons
- Self-orientation to engage in physical activities and games
Persons with visual impairments need to be capable of participating in many of the wide
variety of leisure and recreation activities available to the seeing public. Skills, experiences
and hobbies during the developmental years typically form the basis for future leisure and
recreation interests and participation. Persons with visual impairments need to be expected
to participate on a regular basis in specific active endeavors throughout each calendar year.
Active endeavors refer to those activities requiring participation away from the home and
which involve interaction with other persons.
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Career Education and Productivity:
There is a need for general vocational education, as offered in the traditional core
curriculum, as well as the need for career education offered specifically for blind and
students with visual impairments. Many of the skills and knowledge offered to all students
through vocational education can be of value to blind and students with visual impairments.
They will not be sufficient, however, to prepare students for adult life, since such
instruction assumes a basic knowledge of the world of work based on prior visual
experiences. Career education in an expanded core curriculum will provide the
learner with visual impairment of all ages the opportunity to learn first-hand the work done
by the bank teller, the gardener, the social worker, the artist, etc. It will provide the student
opportunities to explore strengths and interests in a systematic, well-planned manner. This
plan needs to be reflected in the transition section of the student’s IEP. Once more, the
disadvantage facing the learner with visual impairment is the lack of information about
work and jobs that the sighted student acquires by observation.
Because unemployment and underemployment have been the leading problem facing adult
visually impaired persons in the United States, this portion of the expanded core curriculum
is vital to students, and should be part of the expanded curriculum for even the youngest of
these individuals. Transition is the overall umbrella preparation plan for life.
Students who have impaired vision need to leave school with a viable plan for making the
transition from school to work. These vocational plans should reflect a reasonable
expectation of employment given personal interest, skills, academic preparation and
abilities.
They should additionally address issues related to independence and economic self-
sufficiency in attempting to achieve a planned vocational objective.
Students with vision impairments need to be efficient in the organization and completion
of complex tasks within a reasonable time economy. There are numerous methods and
techniques for improving organizational efficiency in all areas of human productivity
whether it is personal, daily living or work related. The competent graduate is expected
to be able to describe these methods and techniques and explain how he/she employs and
demonstrates many of them in everyday life.
***Assessment and Instruction***
Ability to set goals, organize tasks toward meeting goals and carry out plans
commensurate with personal, daily living or work (employment) needs:
- Organization of ideas and possessions
- Task analysis and response planning
- Recognizing personal goals and lifestyles
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Ability to articulate a realistic vocational/career goal or vocational education plan:
- Knowledge of vocational options
- Knowledge of personal vocational skills and abilities and resources for enhancing
them
- Job searching/unemployment techniques
Visual Efficiency Skills:
The visual acuity of children diagnosed as being visually impaired varies greatly. Through
the use of thorough, systematic training, most students with remaining functional vision can
be taught to better and more efficiently utilize their remaining vision. The responsibility for
performing a functional vision assessment, planning appropriate learning activities for
effective visual utilization and instructing students in using their functional vision in
effective and efficient ways is clearly an area of the expanded core curriculum. Educational
responsibility for teaching visual efficiency skills falls to the professionally prepared
teacher of learners with visual impairments.
Students with visual impairments need to be knowledgeable of their sensory abilities, the
severity of their own vision impairment, its causes, the likely course of events affecting
their sight and current prognosis. Such information and understanding will facilitate the
functioning of individuals in their communities. Complete understanding of the facts and
implications associated with these factors reduces the likelihood of impairment-associated
dysfunction and can facilitate positive educational and social behavioral functioning as well
as physical and economic independence.
Students notably need to be knowledgeable of their personal vision functioning capabilities
but also knowledgeable about how to maintain or improve efficient vision productivity.
Important components of these abilities are knowledge of efficient means for maximizing
vision functioning, knowledge about where to obtain information about current
developments in adaptive technology and understanding of resources for obtaining training
in their appropriate use and care.
***Assessment and Instruction***
Knowledge of personal visual loss and functioning:
Participation in eye exams
Personal responsibility for eye care
Knowledge of assistive devices, techniques and resources for maximizing visual
efficiency:
On-going vision utilization/efficiency training
Personal responsibility for evaluating, selecting and using optical aids and
other techniques for maintaining and improving visual efficiency
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ROLES AND RESPONSIBILITIES OF KEY INDIVIDUALS
Teacher of Students with Visual Impairments
The teacher of students with visual impairments holds an instructional certificate issued by
the Pennsylvania Department of Education. The teacher is required to possess the skills and
abilities necessary to provide and coordinate specially designed instruction.
The teacher has varied roles and responsibilities:
To primarily provide specially designed instruction, but also in coordination with
other professionals, to meet the unique educational needs of the student. These
skills need to be developed and maintained in the following areas as indicated in
the IEP. They include:
Low vision and visual efficiency skills.
Independent living skills including:
Self-advocacy in coordination with orientation & mobility instructor, classroom
teacher, parent and other agencies
Emergency survival skills
Compensatory skills, such as communication media/modes which include:’
Braille reading and writing as appropriate
Keyboarding skills
Listening
Organizational skills
Concept development and reasoning skills in coordination with the
classroom teacher and others.
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Recreation and leisure skills in coordination with the physical education
instructor, occupational therapist & physical therapist, parent and orientation &
mobility instructor.
●Social and interpersonal relations skills, in coordination with parents,
counselors, orientation & mobility instructors, psychologists and
classroom teachers.
●Orientation and mobility skills.
●Career education and transition skills in coordination with career and
vocational education staff and rehabilitation staff.
●Assistive technology.
To assist the student, parents, special and regular education personnel, and sighted
peers in:
●Understanding the unique educational needs and learning
characteristics of students with visual impairments.
●Becoming aware of services and support available from local programs
for students.
●Acquiring information regarding local, state, and national resources in
the education of students with visual impairments.
●Interpreting the student’s specific eye condition, the educational
implications of the visual impairment, and the results of functional vision
and learning media assessments.
●Providing instruction and support for student for the purpose of relating
information and expressing need on personal vision loss and visual
functioning.
To confer regularly with the classroom teacher, other regular and special
education personnel, parents, and others to coordinate programs and services for
the student with visual impairment.
To assist the local education agency and teachers in making adaptations and
modifications for the student in the school environment and in the improvement
of practices and procedures.
To share responsibility with classroom teachers in the identification of
instructional areas in which the student requires assistance.
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As part of the team process, to select and obtain textbooks and supplementary
materials in the student’s appropriate medium. This may also include educational
aids and assistive technology needed by the student and/or the classroom teacher
to ensure the student’s maximum participation in classroom activities.
Appropriate educational materials may be prepared or adapted by the teacher of
students of visual impairments, the classroom teacher, or they may be obtained
from educational, clerical, or transcriber services.
To provide specially designed instruction for the student with visual impairment,
school personnel, and parents in the use of necessary educational aids and
assistive technology.
To provide assistance to the teacher in academic subjects and activities of the
classroom that, as a direct result of the visual impairment, requires adaptation or
reinforcement.
To provide assistance, as needed, for any assessment.
To conduct the functional low vision assessment and learning media assessment
in coordination with the orientation & mobility instructor and others as
appropriate at least yearly.
To attend and participate in the MDE process and IEP meeting for students with
visual impairments.
To share responsibility for initial and ongoing assessment, program planning,
short term and long range, and scheduling. This involves the student, parents, the
classroom teacher, principal, counselor, and other school personnel.
To schedule adequate time for assessment, instruction, planning, preparation of
materials, travel as well as conferences with school personnel. Scheduling should
be flexible to meet the varying needs of each student.
To maintain on going contact with parents to assist them in the development of a
realistic understanding of the student’s abilities, progress, and future goals.
To provide in-service training programs for all school personnel and students and
education for parents regarding the needs, adaptations, programs, and services for
students with visual impairments.
To facilitate the development of realistic and unbiased attitudes toward students
with visual impairments through public information resources materials.
147
To assist in the coordination of other personnel, such as transcribers, readers,
counselors, orientation and mobility specialists, career/vocational education staff,
and rehabilitation counselors.
To update skills in effective practice, research, development, and technology for
the purpose of enhancing professional growth and development.
The teacher of students with visual impairments in a classroom or school for students with
visual impairments may be responsible for instruction in all subjects in addition to
undertaking most of the previously listed responsibilities.
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Orientation and Mobility Specialist
The Pennsylvania Department of Education does not provide an orientation and mobility
specialist certificate due to the small number of personnel involved. The Academy IDEA
’97 designates orientation and mobility as a related service.
The orientation and mobility specialist has the following roles and responsibilities:
To instruct the student with visual impairment in the development of skills and
knowledge the enables him or her to travel independently to the highest degree
possible based on assessed needs and the student’s IEP.
To teach the student with visual impairment to travel with proficiency, safety, and
confidence in familiar and unfamiliar environments.
To confer and provide regular consultations with parents, classroom teachers,
physical education teachers, and/or other special education personnel to assist in
home and classroom environmental modifications, adaptations, and considerations
and to ensure reinforcement of appropriate orientation and mobility skills that will
encourage the student with visual impairment to travel independently in these
settings.
To work with the teacher of students with visual impairment to conduct the
functional vision assessment as it relates to independent travel.
To conduct assessments that focus on both long and short term needs of the
student.
To include in the assessment report the needs and strengths of the student and an
estimate of the length and frequency of service necessary to meet identified needs.
To prepare sequential and meaningful instruction geared to the student’s assessed
needs, both short and long term, IEP goals and objectives, functioning level, and
motivational level.
To prepare and use equipment and materials for the development of orientation &
mobility skills, e.g., tactile maps, models, low vision devices, long canes.
To transport students to various community locations as necessary to provide
meaningful instruction in realistic learning environments.
To be responsible for student’s safety in all instructional environments, while
fostering maximum independence.
To assess student progress on an ongoing basis and maintain progress notes on
each student.
To attend and participate in the MDE process and IEP meeting for the student with
visual impairment.
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To provide in-service training to regular and special education personnel, including
teachers of the student with visual impairment, sighted peers, and parents
concerning the orientation and mobility needs of the student with visual impairment
and appropriate methods and procedures for interacting with the person with visual
impairment that will foster maximum independence and safety.
To provide orientation & mobility instruction, where appropriate, in a number of
specific areas. These include:
●Body imagery
●Laterality
●Environmental concepts
●Gross and fine motor skills related to independent travel
●Sensory awareness, stimulation, and training
●Spatial concepts
●Compass direction concepts
●Sighted guide procedures
●Basic protective and information-gathering techniques
●Orientation skills
●Map skills
●Cane skills
●Use of residual vision
●Low vision devices related to travel skills
●Urban, suburban, and rural travel
●Travel in business districts
●Procedures for crossing streets, including how to deal with traffic control
signals
●Use of public transportation systems
●Procedures for use of the telephone for information gathering and for
emergencies
●Procedures for interacting with the public
●Knowledge and application of community address systems
●Procedures for travel and independent functioning in places of public
accommodation
●Skills of daily living
●Sensory/motor skills in coordination with the physical or occupational
therapist and teacher of the student with visual impairment
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Classroom Teacher
The classroom teacher has the following roles and responsibilities:
To provide direct classroom instruction for the student with visual impairment along
with the other students.
To work cooperatively with the teacher of the student with visual impairment to:
●coordinate instruction and services to meet student’s educational needs.
●determine mutually convenient times during the school day for scheduling
the teacher of the student with visual impairment for specially designed
instruction.
●exchange information concerning the student with visual impairment with
parents and other individuals on a regular basis.
●identify the student’s areas of educational need, including unique educational
needs.
●modify classroom procedures and environment to meet the specific needs of
the student with visual impairment for participation in classroom activities.
●provide the teacher of the student with visual impairment with classroom
materials that need to be reproduced in another medium in a timely manner
and as appropriate.
Supervisor
The supervisor of programs serving students with visual impairments will hold a certificate
as a supervisor of special education issued by the Pennsylvania Department of Education. If
the supervisor does not possess a certificate as a teacher of students with visual
impairments, there should be access to a certified staff person as lead teacher with release
time to assist other staff members.
The supervisor of programs serving students with visual impairments has the following
roles and responsibilities:
To understand the unique educational needs of students with visual impairments and
the roles and responsibilities of personnel being supervised so that effective
instruction and services are provided.
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To provide technical assistance and in-service training to all personnel working with
students with visual impairments and their parents including release time for
personnel for the purpose of staff development.
To understand program options and services.
To manage data collection.
To assure appropriate service delivery for students with visual impairment.
To coordinate the ongoing process of program self review for services for students
with visual impairments.
To support the improvement of effective instruction and services based on the
changing needs of students, staff and parents.
Site Administrator or Designee
The site administrator or designee has the following roles and responsibilities:
To understand the needs of students with visual impairments and the roles and
responsibilities of the regular teacher, the teacher of students with visual
impairment, the orientation & mobility instructor and other staff working with these
students.
To assist in the coordination of all instruction and services in the school, including
regular course of study and special services (such as bilingual education, assistive
technology and special education) and the implementation of alternative
instructional strategies and proficiency standards.
To assist in promoting and supporting the appropriate placement of students with
visual impairments in the least restrictive environment by facilitating the schools
acceptance of the students, special staff and the parents of the students as part of
the school.
To provide facilities that are appropriate to meeting the unique needs of students
with visual impairments.
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Teacher Aide/Assistant
The teacher aide/assistant has the following roles and responsibilities as directed by the
classroom teacher and the teacher of students with visual impairments:
To facilitate the organization of the classroom and other environments.
To reinforce the individualized instruction provided by the teacher to achieve IEP
goals and objectives.
To plan and prepare materials.
To assist in the management of unique needs of students in the class.
To foster and promote independence for the student with visual impairment. The
ultimate goal is for the student to function independently of the aide.
Reader
The reader has the following roles and responsibilities:
To possess the skills necessary to read/record print materials to students with
visual impairments, including:
●Knowledge in the use of recording equipment.
●Good articulation, pronunciation, and pleasant voice.
●Ability to meet deadlines.
●Ability to follow the directions of the teacher and ultimately the student.
When the reader is a student or volunteer, he works under the supervision of the
teacher of students with visual impairments.
Transcriber or Material Specialist
The transcriber or material specialist has the following roles and responsibilities:
To hold a Library of Congress certification for preparing materials in braille.
To adhere to standards of the Braille Authority of North America when preparing
braille materials in literary braille, mathematics, music, foreign languages, or
computer notation.
To be knowledgeable about embossing tools, techniques, and media; and to
understand the concepts being presented when preparing tactile materials.
To adhere to the transcribing standards and procedures for large type of the
National Braille Association and qualify as a typist according to the standards of
the local educational agency when preparing materials in large type.
To demonstrate necessary competencies to prepare aural media, including
knowledge of recording equipment, the ability to comprehend and present
materials at an appropriate pace and a well-modulated voice.
Parent or Legal Guardian
The parent or guardian has the following roles and responsibilities:
To be fully informed as to why an assessment is being conducted and how it is to
be conducted.
To provide pertinent information relating to the assessment, including medical
information.
To give informed written consent before an individual assessment is conducted
and receive a copy of the assessment report when requested.
To be knowledgeable about the assessment results prior to the IEP meeting in
order to participate more effectively in the meeting.
To participate as a member of the IEP team by sharing observations about the
strengths, needs and interests of the child as well as expectations and goals. To
cooperate with school and other personnel to determine IEP goals and objectives
for the child. To accept responsibility for assisting in the implementation of IEP
goals and objectives.
To participate in ensuring that an appropriate educational program is planned
and implemented to meet the individual needs of the child and maintain
communication with school personnel to accomplish this goal, including providing
feedback and suggestions about the instruction and services being provided.
To provide, in cooperation with school personnel, an appropriate educational
program in the home to improve the student’s daily living skills, career and
vocational skills, O&M skills and other developmental skills as a supplement to
special instruction and services to meet the child’s unique educational needs.
To provide ideas for and participate in formal and informal parental education
programs designed to assist parents in understanding and meeting the needs of
children with visual impairments.
To obtain information and assistance from school personnel and other sources to
acquire the knowledge and skills necessary to participate in meeting the unique
educational needs of the child.
School Nurse
The school nurse has the following roles and responsibilities:
To act as a liaison with health professionals, educators of children with
visual impairments, other school personnel and parents.
To coordinate screening of vision and hearing, including making referrals
and screening the hearing of students with visual impairments.
To provide assistance in determining the need for additional health
assessments, for example, physical examinations or referrals to other
agencies.
To cooperate with the teacher of students with visual impairments in
teaching students specialized health care needs, such as how to insert
eye drops and how to care for, insert and remove prosthetic eyes.
Student with Visual Impairment
The student with visual impairment has the following roles and responsibilities:
To be involved, unless it is clearly not appropriate, in all decisions about
his or her education.
To be encouraged to provide information about his or her unique
educational needs, strengths and expectations as part of assessment.
To participate, when appropriate, in the development of the IEP.
To give feedback and suggestions about the instruction and services
being provided.
To develop and maintain high expectations and strive to make
independent achievements.
To develop and demonstrate skills in self-advocacy and responsibility.
Eye Specialist
The eye specialist has the following responsibilities:
To make vision-related recommendations to the classroom teacher,
teacher of students with visual impairments, O&M specialist and other
professional staff.
To specialize in low vision impairments and have the appropriate
equipment and expertise to assess low vision as well as prescribe low
vision devices.
Regular or Adapted Physical Education Specialist
The regular or adapted physical education specialist has the following roles and
responsibilities:
To be knowledgeable about the unique educational needs of the student with visual
impairment in the area of sensory/motor skills.
To work closely with the teacher of students with visual impairments, the
orientation
& mobility instructor and the occupational or physical therapist to share needed
information so that coordinated and integrated services may be provided.
To utilize specialized techniques for adaptation designed for students with visual
impairments to maximize participation in physical education.
To involve students in appropriate physical education activities that can be applied
in daily life.
Occupational or Physical Therapist
The occupational or physical therapist has the following roles and responsibilities:
To be aware of the unique educational needs of individuals with visual impairments,
particularly in the area of sensory/motor skills.
To work closely with the teacher of students with visual impairments, the O&M
instructor and physical education staff to provide coordinated and integrated
services.
Counselor, Psychologist, or Social Worker
The counselor, psychologist or social worker has the following roles and responsibilities:
To be aware of the unique educational needs of the student with visual impairments
and the student’s family.
To work closely with the teacher of students with visual impairments to provide
coordinated and integrated services.
To be knowledgeable about special considerations, adaptations and
accommodations for students with visual impairments when conducting
assessments.
Ancillary Staff
The roles and responsibilities of staff members will vary, depending on the agency in which
they work:
Dormitory and other residential care personnel, including staff in state
hospitals/intermediate care facilities, have the following responsibilities:
●To ensure the health, safety and well-being of students when they are not in
school.
●To be aware of the unique needs of students and coordinate their efforts with
instructional staff, so that consistency in expected behavior occurs.
Food service staff members have the following responsibilities:
●To plan, prepare and serve meals to students while featuring independence.
●To monitor diets to meet the special needs of students.
●To coordinate activities with the instructional staff in reinforcing students’
eating skills.
Health services staff members have the following responsibilities:
●To attend to health and medical needs of students.
●To communicate with appropriate personnel regarding changing health and
medical needs of students, for example, medications and special health care
needs.
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