14682-0 AttH - Instructor Manual.pdf

INSTRUCTOR

MANUAL

APRIL 2025

OREGON

INTERVENTION

SYSTEM

Oregon Department of Human Services - Office of Developmental Disability Services Written permission required for reproduction

This material replaces all other versions

Ta bl e of

C on te nt s 3OIS Steering Committee

6Instructor Certifications/Special Endorsements

11Participant Certifications

14Conducting a Workshop

18Instructor Candidates

21Contracting Limitations

23Language Accessibility

24Complaint and Appeal Process

Oregon Intervention System ois@asioregon.org

Introduction 1

INTRODUCTION

The Oregon Intervention System (OIS) is a person-centered, value-based support system rooted in the Intellectual/Developmental Disabilities (I/DD) system. The OIS curriculum encompasses the principles of Positive Behavior Support (PBS), trauma, and mental health concerns using evidence-based principles. It includes practical techniques to prevent, minimize, and respond to behaviors that threaten the quality of life and/or the physical safety of the individual or others and is likely to lead to responses that are restrictive, aversive or result in exclusion.

OIS and all materials produced by OIS are the property of the Oregon Department of Human Services – Office of Developmental Disability Services (ODHS-ODDS). Written permission is required for reproduction. Unauthorized reproduction of any materials produced by OIS is subject to legal recourse.

HISTORY:

In 1989, the Oregon Department of Human Services (ODHS) assembled a task force to develop a behavior intervention system that would be effective in keeping vulnerable individuals safe when they engaged in dangerous behaviors. DHS wanted a system that would utilize non-aversive techniques, avoid the use of punishment, and maintain the dignity of all individuals. After evaluating scores of different systems from across the United States, ODHS determined that the system that most closely embraced Oregon’s values was Professional Assault Response Training (PART©). Dr. Paul Smith, founder of PART©, worked with professionals in Oregon to adapt his training curriculum to meet the specific Oregon Administrative Rules (OARs) for the populations which the new system would serve. Oregon’s original adaptation of the curriculum, PART-Revised (PART-R©) eventually evolved into PART-Oregon (PART-OR), which then evolved into OIS and became the official system delivering positive behavioral support to persons with I/DD.

Timeline:

• 1989: State identifies need for training

• 1991: Oregon adopts Professional Assault Response Training (PART). This is adapted to

Oregon and becomes PART-R

• 1993: PART-OR is morphed into Oregon Intervention System (OIS)

• 1994: First OIS curriculum published

VALUES:

Oregon’s efforts in behavior support promotes the person-centered philosophy and self-determination by emphasizing individualized approaches that value the person’s participation in support planning. Issues important to the person and for them are considered in any support planning process. This philosophy is weaved throughout the OIS curriculum.

OIS also embraces the principles of Positive Behavior Supports (PBS). PBS emphasizes fully assessing a behavior to identify the function or functions the behavior serves for the individual, and then developing supports, which may eventually render the behavior inefficient, ineffective, and irrelevant. These supports include making changes to the environment, which will reduce stress and uncertainty for the individual; teaching the individual more efficient and effective skills; and changing the way staff respond to the individual and the behavior requiring intervention. PBS focuses on a proactive (preventative) approach, reinforcing desired behaviors, without the use of punishment, intimidation, or any aversive intervention.

The OIS curriculum is revised when necessary to reflect Evidenced Based Practices within I/DD, integrating new research related to human behavior and support. The current OIS curriculum represents an integration of the principles of PBS, Trauma, Mental Health, Person-Centered Practices, Self-Determination, and community participation. The core principles in the OIS curriculum continue to emphasize proactive and preventative measures, which enhance an individual’s life; adherence to the Positive Behavior Support framework and practices; and as a last resort, the use of safe and effective interventions involving Physical Skills Techniques, which may include Protective Physical Interventions (PPIs) while maintaining the individual’s dignity.

OIS STEERING COMMITTEE

PURPOSE:

The OIS Steering Committee (OIS-SC) is the advisory body of the Oregon Intervention System. The Steering Committee assists with the OIS Project by:

• Responding to special issues generated by policy makers within ODHS and State or local government.

• Responding to special issues generated by OIS professionals.

• Reviewing and providing direction for adapting portions of the system or process to accommodate and meet State, Regional, County, Organization, Instructor, and individual needs.

• Reviewing and approving requests for modifications to OIS physical intervention techniques.

• Approving, suspending, and/or decertifying OIS instructors.

• Providing input to ensure the curriculum and policies meet current Positive Behavior

Support practices.

EXECUTIVE COMMITTEE:

The Executive Committee (OIS-EC) is comprised of the Chair, Vice Chair, and OIS Project Manager.

The Executive Committee makes decisions on urgent matters between OIS-SC meetings. These decisions are noted on the next OIS-SC meeting minutes.

MEETINGS:

The OIS-SC meets in the months of January, February, March, May, June, July, September, October, and November. These meetings are open to the public. The contract holder submits an agenda to all OIS-SC members and the ODDS representative one week prior to the meeting. The OIS-SC follows a modified Robert’s Rules of Order with motions, discussion, and voting. When confidential information is presented, members of the public may be asked to step out of the meeting.

BECOMING A STEERING-COMMITTEE MEMBER

An OIS instructor can apply to the OIS-SC at any time by submitting an application. When a vacant position occurs, the OIS project will review all pending applications to determine if the applicant meets the criteria for the open position. The OIS-SC votes on the applicant at the next OIS-SC meeting. If there are no pending applications for the vacant position, the OIS project will announce a call for applications. If no applications are received in 30 days, the current voting member will be offered another voting term. Terms are 4 years.

HOW TO REQUEST A PPI MODIFICATION

When the skills listed in the Physical Skills Manual does not work to keep everyone safe, a modification to the protective physical interventions (PPI) may be requested by an OIS instructor through the OIS-SC. Modification requests are typically submitted due to an urgent need to maintain safety when an approved skill will not work. The OIS Steering Committee review these proposals to ensure safety.

Request Procedure:

1. An OIS instructor will propose a modification to the Steering Committee or the Executive

Committee, if the need for approval is time sensitive.

2. The OIS instructor will submit:

a. Height, weight, chronological age, a brief description of the developmental level of the individual, and any known traumas,

b. The reasoning for the modification request (including why the current techniques do not maintain safety), and

c. A description of the technique (with pictures if possible).

d. A signed letter by an expert in body mechanics (an individual who is licensed by the

Oregon Board of Physical Therapy) that the modification is safe for the supported person and the supporters.

3. The OIS instructor will meet with the SC or EC, in-person or via video conferencing to demonstrate the proposal and answer questions. The demonstration will be done with volunteers similar in size to the individual and supporters (if possible).

4. The SC or EC will ensure the proposal meets the minimum criteria and will vote to approve or disapprove of the modification.

Proposals must meet the following criteria:

1. Current techniques will not maintain safety.

2. Proposed technique is culturally responsive, age-appropriate, and developmentally appropriate.

3. The proposed technique accounts for the individual’s size and the designated person’s size.

4. Proposed techniques are not:

a. Abusive

b. Aversive

c. Coercive

d. Demeaning

e. Disciplinary

f. For convenience

g. For punishment

h. For retaliation

5. Proposed technique does not have these qualities:

a. Holding a person in the prone or supine position

b. Creates a risk of impeding breathing or circulation

c. Places any object on the throat, neck, genitals or other intimate part.

d. Places pressure on stomach, chest, joints, throat.

e. Uses a knee, foot, or elbow to place pressure on a back.

f. Uses a grab instead of a cupped hand.

g. Causes pain when applied

6. Proposed technique will minimize risk of injury to the staff applying by avoiding:

a. Independently lifting more than 50lbs

b. Twisting torso while lifting/holding

c. Using the back to lift

d. Placing oneself in a position to be aggressed upon while in the PPI

Renewal Procedure:

1. The SC must review the modification renewal prior to the expiration date.

2. All documentation must be sent to the OIS project at least two weeks prior to the SC meeting in which it will be reviewed.

3. The OIS instructor will submit:

a. Height, weight, chronological age, a brief description of the developmental level of the individual, and any known traumas,

b. The reasoning for the modification request (including why the current techniques do not maintain safety), and

c. A description of the technique (with pictures if possible).

d. If changes to the skill needs to be made, a signed letter by an expert in body mechanics that the modification is safe for the supported person and the supporters.

4. If no substantial changes have occurred, the OIS instructor may choose not to appear in front of the SC committee.

5. The SC or EC will ensure the proposal meets the minimum criteria and will vote to approve or disapprove of the modification.

6. If approved, the modification will be stamped and signed by the OIS Project Manager. Every modification will have an expiration date.

INSTRUCTOR CERTIFICATIONS/SPECIAL ENDORSEMENTS

OVERVIEW:

OIS instructors can use and write OIS language and physical skills techniques including Protective Physical Interventions (PPIs) into Positive Behavior Support Plans. Most OIS instructors also teach workshops to participants. The physical skills taught within a workshop will depend upon the instructor’s certification.

LEVELS:

Every instructor chooses a certification level. Certification levels determine which physical skills they can teach to participants.

Level 1: A Level 1 instructor is certified to teach all evasions, deflections, escapes (except choke holds and bear hugs), and barriers. A Level 1 instructor can elect to be certified to teach limb shadowing.

Level 2: A Level 2 instructor is certified to teach all evasions, deflections, escapes (except choke holds and bear hugs), and barriers. They are also certified to teach Limb Control and all Belt-Shirt Variations. A Level 2 instructor can elect to be certified to teach limb shadowing, belt-arm pivot, and/or the one-person one/two arm skill(s).

Level 3: A Level 3 instructor is certified to teach all evasions, escapes, releases, and barriers. They are also able to teach Limb Control, Belt-Shirt Variations, Two Person Standing, Two Person Escort, Two Person Couch, and Two Person Wall. A Level 3 instructor can elect to be certified to teach any elective PPI skills, limb shadowing, choke escapes, and bear hug escapes.

Non-Teaching: This certification allows an OIS instructor to use and write OIS language and physical skill techniques including protective physical interventions at their current certification level (1, 2, or 3) into a support plan. This certification level does not teach any OIS workshops but may teach physical skills written within the support plan to someone with a current OIS certificate.

SPECIAL ENDORSEMENTS:

Language: This special endorsement is for instructors that are native speakers in a language other than English (or ASL). It allows them to teach OIS in this language without an interpreter present.

Instructors can obtain this endorsement by indicating fluent languages on the instructor agreement.

Mentor: This is a special endorsement for those instructors that have been reviewed and approved by the OIS-SC through an application process and have a desire to mentor new OIS instructors. Pre-requisites and Expectations:

• Must be a Level 3 instructor with at least two (2) or more years’ experience as an OIS instructor with positive evaluations.

• Complete a minimum of two (2) instructor candidate co-trainings annually or one (1) solo review and one (1) co-training annually. Solo reviews and candidate co-trainings are counted toward the OIS instructor’s co-training requirement.

• Must be certified to all elective physical skills within 90 days of being approved.

• Participate in the inter-rater reliability process within 90 days of being approved. This process consists of observing and scoring an instructor candidate with another master/mentor instructor. Once the scores are complete, they are compared, and the instructor needs to score within 5% of the lead reviewer to ensure accuracy and fidelity.

• Assist in the physical skills evaluation sessions for the annual instructor recertification.

Master: This is a special endorsement for those instructors who have been reviewed and accepted by the OIS-SC through the application process and shown mastery of the philosophy, workshop materials, and OIS physical techniques. Requirements and Expectations:

• Have six (6) years of continuous experience teaching OIS, four (4) of those with a mentor special endorsement.

• Have the solo reviewer special endorsement within 90 days of being endorsed as a master.

• Complete a minimum of one (1) solo review and one (1) co-training annually. Solo reviews and candidate co-trainings are counted toward the OIS instructor’s co-training requirement.

• Assist in the physical skills evaluation sessions for the annual instructor recertification.

When teaching with an instructor candidate, mentor and master certified instructors are required to follow these guidelines:

• Ensure the workshop follows the guidelines outlined in the Instructor Manual.

• Give feedback to the candidate during breaks, lunches, and at the end of the day, to ensure they know areas of strength and improvement.

• If the candidate is not able to teach the concepts, philosophy, activities and physical skills with fidelity, the mentor or master must re-teach those concepts.

• Review the candidate’s score with them prior to submitting the paperwork to the OIS

Data Coordinator.

• Send all paperwork to the OIS Data Coordinator (cc-ing the instructor candidate) no later than seven (7) days from the workshop. This includes the datasheet, participant evaluations, certificates, and instructor candidate evaluation forms.

Solo Reviewer: This special endorsement is for instructors who are mentor or master certified and have completed at least four (4) co-trainings with instructor candidates. Prior to becoming a solo reviewer, instructors must request this endorsement from the OIS-SC. The solo reviewer special endorsement allows the OIS instructor to evaluate candidates during their solo workshop.

Solo Reviewers are required to follow these guidelines:

• Ensure the instructor candidate teaches the entire workshop without other OIS Instructors' help.

• Ensure the maximum number of class participants does not exceed twelve.

• Give feedback during breaks, lunches, and at the end of the day, if needed, to assist the candidate with the process.

• If the candidate is not able to teach the concepts, philosophy, activities and physical skills with fidelity, the solo reviewer must teach the rest of the workshop.

• Review the candidate’s score with them prior to submitting the paperwork to the OIS Data Coordinator.

• The solo reviewer issues participant certificates under their name. The instructor candidate may not sign certificates until their status is approved by the OIS SC.

• Send all paperwork to the OIS Data Coordinator no later than seven (7) days from the workshop evaluation. This includes the datasheet, participant evaluations, certificates, and solo evaluation forms. The solo reviewer will include the instructor candidate on the email.

The Solo Reviewer is subject to periodic review by the OIS-SC to ensure fidelity and consistency.

Family Instructor: The Oregon Intervention System has a workshop specifically designed for non-paid adult family members of a supported person. Any level 2 or 3 OIS instructor with 2 (two) years of experience teaching OIS and 1 year of experience working with families can request the family endorsement. It is preferable for instructors to have experience with family systems, lived experience as a family member, or experience working in family homes. If instructors do not have this level of experience, they may replace experience with 2 co-trainings with a family endorsed OIS instructor.

Instructors seeking this endorsement must submit an application to become an endorsed family instructor. This will be reviewed by the OIS Steering Committee or Executive Committee. Once approved, the instructor will receive an email with the necessary training materials, a contact list for other endorsed family instructors (for networking), and an OIS instructor certificate with the endorsement. If the instructor needs to complete 2 co-trainings, this requirement will be completed after submitting the application and prior to becoming endorsed.

CHANGES:

Instructors can make changes to their certification throughout the year.

Changing a non-teaching certificate to a teaching certificate:

To change certification from a non-teaching certification to a teaching certification, the instructor must first notify the OIS Data Coordinator. The instructor will then be required to complete two co-trainings with mentor or master instructors from outside their agency, teaching half of the modules and all physical skills at each co-training within 6 months. The mentor or master instructor will utilize the Grading Rubrics for the Modules and Physical Skills. To upgrade, the instructor will need to meet the same criteria as required for a solo review.

Changing a teaching certificate to a non-teaching certificate:

To change certification from a teaching certification to a non-teaching certification, the instructor will notify the OIS Data Coordinator. The request will include the date the instructor wants the non-teaching certification to begin.

Upgrading level:

If an instructor wants to upgrade from level 1 or 2 to level 2 or 3, they schedule with a master or mentor instructor to complete the physical skills evaluation. The instructor is evaluated on the upgraded skills for the desired level. They must be proficient in the skills. This document is sent to the OIS Data Coordinator, who will issue an updated certificate with the new level information.

Adding elective physical skills:

An instructor can add the allowed (for their level) elective physical skills by scheduling a review with a master or mentor instructor. The master or mentor instructor will use the Physical Skills Grading Rubric to assess the desired elective physical skill(s). The mentor or master instructor will work with the instructor until they are proficient. This document is sent to the OIS Data Coordinator, and an updated instructor certificate will be issued with the added physical skills.

MAINTAINING CERTIFICATION:

Instructors must follow these guidelines and attend/pass annual recertification requirements.

To maintain OIS instructor certification, all instructors must abide by the following:

• Complete an Instructor Agreement Form annually.

• Train OIS in accordance with certification and special endorsement(s).

• Seek OIS-SC approval for deviations from the written Standards of Physical Skills Training

Manual before training participants to the skill.

• Use only media and documents (except for materials pertaining to agency policy around physical intervention/restraint) approved by the OIS Steering Committee as listed in OIS published materials. Instructors may use activities/demonstrations outside of the OIS published materials to further explain/demonstrate a concept.

• Avoid teaching concepts (the fundamental building blocks of the OIS philosophy, values, theories, and models) outside of the OIS curriculum within an OIS workshop.

• Submit two (2) hours of continuing training hours annually (May 1-April 30). Continued training needs to be in a subject area related to the OIS curriculum. Instructors receive four

(4) continuing training hours through the recertification process. Therefore, each instructor is required to have six (6) hours annually.

• Attend the annual recertification workshop and pass the accompanying quiz.

• Pass the annual physical skills evaluation scoring proficient on 90% or more skills.

Non-teaching instructors must also:

• Pass a mid-year physical skill evaluation in October, scoring proficient on 90% or more skills.

Level 1, 2, and 3 teaching instructors must also:

• During workshops, teach all the module material and the physical skills that correspond to the level being taught.

• Conduct two (2) OIS workshops annually May 1st -April 30th

• Co-train one (1) OIS workshop every two (2) years with a certified OIS instructor outside of the agency where the OIS instructor is employed. The co-training will count as fulfilling the mandatory one co-training every two years for both instructors.

• Submit a completed database form, evaluations from the workshop, and participant’s certificates within 30 days of the workshop to the OIS Data Coordinator.

• Maintain positive OIS workshop evaluations. The OIS Project may choose to review evaluations randomly.

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***Instructor candidates*** Although instructor candidates are not recertifying, they must attend the recertification events.

All instructor candidates must:

• Complete an Instructor Agreement Form annually.

• Attend the annual recertification workshop and pass the accompanying quiz.

Attend the annual physical skills evaluation to practice their physical skills. This is graded but there are no minimum passing requirements for instructor candidates.

FAILING TO MEET REQUIREMENTS FOR RECERTIFICATION:

Instructors failing to meet the minimum requirement set forth in April Recertification will be notified via email no later than May 1 indicating they have failed to be recertified as an instructor. The letter will outline why the instructor was not recertified. Instructors may not be recertified for the following reasons:

• Failure to complete the Instructor Agreement Form by April 30th

• Failure to submit two (2) hours of continuing training hours annually (May 1-April 30)

• Failure to attend the annual recertification workshop and pass the accompanying quiz by the due date given.

• Failure to conduct two (2) OIS workshops annually May 1st - April 30th (non-teaching instructors are exempt).

• Failure to co-train one (1) OIS workshop every two (2) years with a certified OIS instructor outside of the agency where the OIS instructor is employed (non-teaching instructors are exempt).

• Failure to pass the annual physical skills evaluation with 90% or better.

Making up deficiencies for recertification After receiving the email, an individual may request to make up any part of the recertification process. A late recertification fee of $100 will be charged by the OIS project (except in extenuating circumstances at the discretion of the OIS Project). The OIS Executive Committee will review the request and submit a plan of correction to the OIS instructor. If the plan of correction requires assistance from another OIS instructor, that instructor may charge a fee up to $300. If the OIS instructor does not complete the plan of correction by the due date, it will be assumed they are surrendering their OIS instructor certification.

PARTICIPANT CERTIFICATIONS

There are seven (7) participant certifications in the OIS (Oregon Intervention System) system. Each certificate represents a different OIS requirement for each certification. The workshop certificates include:

• Basic (B)

• General (G)

• Intermediate (I)

• Advanced (A)

• Oversight (O)

• OIS-Recertification (R)

• OIS–Family (F)

BASIC CERTIFICATION: This is designed to teach skills on how to prevent and respond to non-violent behaviors. The participant attends the module portion of the curriculum but does not participate in the physical skills portion of the OIS curriculum. This workshop level requires at least eight (8) training hours. The certification is valid for two years (ending on the last day of the month).

GENERAL CERTIFICATION:

The General level certification includes training on the modules. Participants also receive instruction on OIS physical skills techniques including Stance, Evasions, Deflections, Escapes from Holding Attacks (excluding front/back chokes, bear hugs, and forearm choke from behind) and Barriers. It does not include any training on Protective Physical Interventions. The participant’s successful demonstration of each physical skill is mandatory. The General-Level certification requires at least 12 training hours and is usually conducted over two (2) or more days. This certificate is valid for two years (ending on the last day of the month).

INTERMEDIATE CERTIFICATION:

Intermediate level certification includes instruction on all the material in the modules. Participants also receive instruction in the General level physical skills as well as two PPIs, the Limb Control and Belt-Shirt (all variations). An instructor may opt to train the Limb Shadow technique at this level.

This workshop takes 12-14 training hours to complete. This certificate is valid for two (2) years (ending on the last day of the month).

ADVANCED CERTIFICATION:

This level includes training on the modules. Participants also receive instruction on the General Level physical skills, Intermediate Level physical skills, and these other physical skills à la carte (selected individually based on the participant’s training needs).

• Belt-Arm Pivot

• One-Person, One/Two Arm

• Bear Hugs (inside and out)

• Hand Chokes (front and back)

• Forearm Chokes

• Two-Person Standing

• Two-Person Escort

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• Two-Person Couch

• Two-Person Wall

• One-Person Lateral Body Mass

• Two-Person Lateral Body Mass

• Two-Person Belt Arm Control

• One-Person One-Arm with a One-Person Standing

• One-Person into a Two-Person Standing

• Three-Person Seated

• Three-Person Standing/Escort

The workshop may require 14-16 training hours to complete. This certificate is valid for two (2) years (ending on the last day of the month).

OVERSIGHT CERTIFICATION: The Oversight Level certification is designed to prepare a Designated Person(s), to assist the OIS Instructor in monitoring and the application of the OIS system. The Oversight level is not required. Agencies and OIS Instructors may choose to utilize this level of certification to assist in the ongoing process of quality assurance and safe utilization of OIS.

Individuals trained to an Oversight Level of certification can conduct monthly rehearsals of OIS Physical Skill Techniques (in which they are trained in) to Designated Support Person(s) who are currently trained. The Oversight trained participant may only practice physical skills that are on their current certificate and the certificate of the person they are practicing with.

The Oversight Level certification consists of specific and in-depth training on core components in the OIS curriculum. The Oversight Level certification must consist of comprehensive training on the OIS Physical Skill techniques they will be practicing with OIS trained individuals.

The Oversight Level certification is a six to eight (6-8) hour workshop in addition to the 12-16 hour OIS workshop. An Oversight Level certification is valid for up to one (1) year with full practice of all physical skills with a certified OIS instructor in the sixth month. Any certified OIS Instructors may train the Oversight Level.

Support persons trained to an Oversight Level Certification may not teach OIS physical techniques to employees not previously certified or trained in OIS. Oversight Designees are not allowed to assist with physical skills in workshops with more than 12 participants. They do not meet the requirement of being a certified Instructor.

RECERTIFICATION CERTIFICATION: These 8-hour workshops are for Designated Persons who have been certified in OIS for four (4) consecutive years. The instructor must review the OIS certificates to ensure the participant has been consecutively trained (with no lapse in certification) for the last 4 years.

The OIS-R workshop includes module and physical skills instruction. The physical skills will include, at a minimum, Stance, Evasion, Deflections, Escapes from Holding Attacks, and Barriers.

OIS–R is valid for 2 years (ending on the last day of the month).

The OIS-SC STRONGLY RECOMMENDS the best practice of having Monthly Rehearsal in Evasion/Deflection Techniques, Physical Positioning, PPIs, and OIS philosophy.

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FAMILY WORKSHOPS: Instructors need to ensure that participants are eligible for the family workshop. Only non-paid adult family members can participate in an OIS family workshop. The family workshop is more useful for families that are experiencing “emerging issues” rather than in a behavioral crisis. A family member does not need to support a person eligible for I/DD services to take an OIS family workshop.

All evasions, deflections, and releases (except bear hugs and choke holds) can be taught in a family workshop. If needed, participants can be taught the limb control and/or belt-shirt variations.

However, physical skills are not taught in the typical progression as other OIS workshops. Family members only learn the skills they need to know. The skills are taught in order of most needed to least needed. For example, if 10 people in the workshop need to know arm grab releases, and 5 people need to learn bite releases, arm grab releases are taught first.

Participants leave with a “record of completion”. This is not an OIS certification. Any participant that needs to be OIS certified should be directed to a 2-day OIS workshop.

The number of participants may not exceed ten (10) within a workshop. The workshop can be conducted around the family’s schedule, but it must be completed within 14 days. It is strongly recommended that families re-take the training every two (2) years. However, this is at the discretion of the family member.

Upgrading Certificates Basic, General, Intermediate, and Advanced certificates can be upgraded. Upgrading a certificate means enhancing the skill level by incorporating additional physical skills. The participant must learn the physical skills with the associated levels as they stair-step through the levels.

For example, if a participant has a Basic OIS Certification and needs to learn a technique listed in the advanced certification level, they must learn all the skills associated with the General and Intermediate levels before they learn the Advanced skill.

After the participant has demonstrated competency in the upgraded physical skills, the instructor will complete the “upgrade” box on the certificate and mark the newly certified physical skills. The upgraded certificate is given to the participant and sent to the OIS Data Coordinator.

CONDUCTING A WORKSHOP

PREPARATION:

Prior to each workshop, the OIS instructor must notify the OIS Data Coordinator with at least two

(2) weeks' notice. This notification includes:

• Instructor’s Name

• Date/time of workshop

• Address of the workshop

• Workshop level

• Cost (if any)

• If the workshop is open for outside registrants

Number of participants: All workshops have a maximum capacity of 18 participants. During physical skills instruction, one (1) instructor can teach up to 12 participants. If there are 13-18 participants during the physical skills instruction, this can be completed in two different ways:

1. Teach all the participants at once with two (2) instructors in the room at the same time.

Both instructors must be certified to teach the physical skills being shown during physical skills instruction, or

2. Break up the participants into two groups for physical skills instruction, no more than 12 participants in any group. Group A can be taught at the end of day 2. Group B will need to return on a different day for physical skills instruction. The third day of instruction is needed to minimize instructor fatigue.

Note: A non-teaching instructor can assist during an OIS workshop as the second instructor for physical skills.

The minimum number of participants in an OIS Workshop is three (3). If an instructor has last minute no-shows on the first or second day of class, at no fault of their own, bringing the number of participants below three (3), they may continue to teach the class. The database form should demonstrate that at least three (3) people were registered for the class. Prior knowledge of less than the minimum number of participants requires prior authorization from the OIS-EC or OIS-SC.

Oversight workshops are exempt from the minimum participant requirement.

Preparing Participants for the Workshop: OIS instructors should inform participants of the expectations and appropriate attire for practicing physical skills before the first day of the OIS workshop. Participants must wear comfortable clothing that allows the participant to move freely and footwear that provides stability and protection for the participant. Flip-flops, bare feet, high heels, open heel (or the ability to be), and open toed shoes will not be permitted in the workshop.

CERTIFYING PARTICIPANTS:

During the OIS workshop, it is the instructor’s responsibility to evaluate and ensure each participant's ability to meet the following requirements of the workshop.

• Attend and participate in the entire workshop. Workshops require OIS instructors to teach all modules, including all the required exercises, and the physical skills that correspond to the level of certification. Not returning to the workshop after breaks/lunches or leaving early will disqualify the participant from being certified.

• Every participant must sign the OIS Agreement Form at the beginning of the workshop.

Participants who fail to provide a signed copy of this document may not participate in the OIS workshop.

• Participants must attend all modules in numerical succession. Physical skills may be taught throughout the workshop. However, participants must receive at least some instruction on the modules before practicing physical skills.

• The entire OIS workshop must be completed in no more than 14 days.

• Participants must demonstrate a “professional attitude” toward the material and philosophy of OIS by showing a general understanding of concepts, participating in class exercises, discussions and by showing respect for other points of view.

• Participants must demonstrate their ability to understand and perform the OIS physical skills techniques accurately. If the instructor has concerns that the participant cannot perform the physical skills accurately and safely, they can offer more practice with the participant for up to and no more than 30-days from the workshop. This is at the discretion of each instructor’s ability to offer additional help to the participant.

• Participants are given Guided Notes to complete throughout the workshop. Instructors will review the notes periodically as an additional assessment opportunity.

Denying a Participant Certification: At the instructor’s discretion, certification can be denied.

Denying certification is based on the participant not meeting the above criteria. If the OIS instructor denies certification of a participant within a workshop, the instructor will provide the participant with an explanation and to their employer, if known.

De-certification (Revoking a Participant’s Certification): Prior to de-certifying an individual, the instructor may re-train on the philosophy, concepts of OIS, and the appropriate responses to behavioral intervention. OIS instructors retain the right to revoke a person’s OIS certificate under, but not limited to, the following circumstances.

• Substantiated Abuse relevant to the principles of OIS

• A felony conviction

• Unwillingness to adhere to Positive Behavior Support Plans and team decisions.

• A documented disregard or lack of adherence to OIS and Positive Behavior Support principles

• Failing a State required Background Check

OIS instructors must contact the OIS Data Coordinator indicating the reason for de-certification and a copy of the correspondence will be given to the participant’s employer, if known.

REMOTE WORKSHOPS:

Remote workshops are designed for counties that have difficulty accessing an OIS instructor in their area. Instructors who choose to use this format of training will have 14 days from day one of their workshop to complete an in-person session teaching and evaluating the physical skills for all participants.

Guidelines for teaching remote OIS workshops:

• Participants must use a computer screen only. Cell phones are not allowed.

• The number of participants may not exceed 12. The OIS SC strongly recommends that there be two (2) instructors present during the workshop presentation to allow one instructor to focus on teaching and the other to monitor participation and attending to the material.

• Remote workshops will follow the same timeline guidance as the in-person workshops.

• Modifications to some activities may be needed.

• The Guided Notes will need to be submitted electronically by the end of each day so the instructor can review.

• Remote workshops follow all the other guidelines as in-person workshops for participation, exercises, and paperwork.

Counties that Qualify for Remote workshops:

Eastern and Central Region: Baker, Crook, Gilliam, Grant, Hood River, Jefferson, Morrow, Sherman, Union, Wallowa, Wasco, Wheeler Mid-Willamette Valley Region: Lincoln North Coast Region: Clatsop, Columbia, Tillamook Southern Region: Coos, Curry, Douglas, Harney, Klamath, Lake, Malheur

WORKSHOP DOCUMENTATION:

Each workshop has required documentation that must be completed and distributed to different parties.

• OIS Agreements: Employers paying for the participant may request to keep a copy of this form.

• Workshop Evaluation Form: Instructors are required to provide an opportunity for participants to complete the evaluation forms in the workshop towards the end of the class. Participants may return the evaluation to the instructor or mail their evaluation to the OIS Steering Committee Attn. OIS Data Coordinator OIS 7165 SW Fir Loop, Ste. 200 Tigard, Oregon 97223. Participants may also email a confidential evaluation to ois@asioregon.org.

• OIS Certificate: Upon successful completion of the OIS workshop, including demonstration of competency in physical skills, and full participation/attendance, the participant is issued a certificate. This certificate verifies the participant has demonstrated proficiency in the physical skills marked and is authorized to utilize them. A copy of the signed OIS certificate must be issued to each participant within 2 business days after completing all requirements. Employers paying for the participant may request to keep a copy of the certificate.

Instructors are required to complete and submit required paperwork within 30 days of the workshop to OIS@asioregon.org. Including:

• Database Input Form

• Participant’s Certificate (fully signed)

• Workshop Evaluations mailto:ois@asioregon.org mailto:OIS@asioregon.org

It is advised that OIS instructors keep diligent records of all participants, including:

• Database Input Form

• Participant’s Certificate (fully signed)

• Workshop Evaluations

• OIS Agreement

INSTRUCTOR CANDIDATES

OBJECTIVE: The instructor candidate process is designed to equip participants with essential skills, knowledge, and techniques to foster proficiency in training OIS. Throughout this comprehensive process, participants delve into adult learning principles, positive behavior supports, OIS philosophy, values, concepts, and procedures. By the end of their candidacy, the instructor candidate will be fully prepared to teach effective OIS workshops to participants.

OVERVIEW: Each candidate is expected to attend the Instructor Candidate 4-Day Workshop, observe one OIS workshop, participate in a minimum of two co-trainings with master or mentor endorsed instructors, and pass a solo evaluation.

Instructor candidate workshops occur 4x annually generally in January, May, June, and September.

Each 4-day workshop has the capacity for 12 participants. Instructor candidates must have a current OIS 2-day workshop certificate prior to attending the Instructor Candidate 4-day Workshop.

The workshops are filled first come first served and 75% of space is reserved for people working within Oregon’s Intellectual and Developmental Disability (IDD) programs. The cost of the workshop is $1500. Those working within Oregon’s IDD programs are subsidized, receiving a $1000 discount.

APPLICATION:

An application to the instructor candidate program is required. The application verifies that the potential candidate:

• Meets the pre-requisites

• Understands the time commitment

INSTRUCTOR CANDIDATE PROCESS:

The first step is to attend an Instructor Candidate 4-Day Workshop. This workshop will cover the following, but not limited to, these concepts:

• OIS concepts and philosophy

• Positive Behavior Support

• Peer to peer discussions and presentations

• Classroom management strategies

• Successful instructor training strategies

• Adult learning concepts

• The OIS Instructor’s Manual

• Teaching OIS physical skills

Participants receive 32 Continuing Training Hours for attending the workshop.

At the end of each Instructor Candidate 4-Day Workshop, the OIS master instructors will provide each candidate with verbal and written feedback. This will include areas of strength as well as recommended areas of improvement. In some cases, the Project Manager may notify the candidate's supervisor as to the recommendations.

Observations: Upon successful completion of the Instructor Candidate 4-Day Workshop, the candidate will attend and observe a minimum of one (1) OIS workshop, outside the candidate’s current place of employment. Master or mentor level instructors or instructors of whom OIS-SC approves must conduct these workshops. Candidates use the OIS calendar to find observation opportunities or contact mentor/master instructors directly. The candidate must include the OIS Data Coordinator in all email communication. A candidate may observe more than one workshop if they choose.

The goal of observations is to learn how different instructors present, pace the workshop material, and manage issues that arise during their class. Issues may include attendance, attitude, unusual questions, and/or difficult workshop participants.

After observing, the instructor candidate will email the OIS Data Coordinator and cc the OIS instructor to verify completion.

Co-trainings: Upon successful completion of the observation requirement, the candidate will co-train with an approved master or mentor instructor a minimum of two (2) OIS workshops, outside the candidate’s current place of employment. Candidates use the OIS calendar to find co-training opportunities or contact mentor/master instructors directly. If a candidate wants to co-train with a master or mentor instructor who works for (SACU) Stabilization and Crisis Unit, they must contact the OIS Data Coordinator who will help schedule the co-training experience. All other co-trainings are scheduled by contacting a master or mentor instructor directly and including the OIS Data Coordinator in all email communication.

The master or mentor instructor will provide feedback to the candidate using the Grading Rubric for the modules and physical skills, evaluating proficiency at each co-training. Candidates are required to teach all written material over the course of the two (2) co-trainings and teach all physical skills during both co-trainings to ensure they are ready for their solo evaluation. To complete the co-training component, the instructor candidate must score proficient or above on all modules and pass the physical skills with at least a 90% proficient score.

If these parameters are not met, a candidate will need to co-train again. They must re-teach the module(s) and/or physical skills that did not meet the minimum standards but can teach more if they choose. To remain an active OIS instructor candidate, they must co-train at least one time every two months.

After each co-training, the OIS Data Coordinator is sent:

• Module Grading Rubric (sent by the mentor or master instructor)

• Physical Skills Grading Rubric (sent by the mentor or master instructor)

• Master/Mentor Evaluation (sent by the instructor candidate)

The OIS Data Coordinator will ensure the instructor candidate meets the minimum requirements before scheduling the Solo Review.

Solo Review: The solo review workshop is the final step for the instructor candidacy. This is a workshop hosted by the instructor candidate and is assessed by a qualified solo reviewer. To schedule, the candidate must provide three (3) possible dates for a solo review workshop to the OIS

Data Coordinator. These dates should not be all within the same week. The OIS Data Coordinator will then assign a solo reviewer.

The reviewer will record the candidate’s performance using the Grading Rubric for the modules and physical skills. The results are reviewed with the instructor candidate and forwarded to the OIS Data Coordinator. Solo review workshops can have a maximum of 12 participants, as the instructor candidate cannot have any assistance from other instructors throughout the entire workshop. This ensures that only the instructor candidate is teaching the training without outside assistance.

• Passing: A successful completion of the solo review is scoring at least proficient in all areas for the modules and passing the physical skills with at least a 90% proficient score.

• Plan of Improvement: Candidates who do not successfully pass their solo review will be reviewed by the OIS-SC. The OIS-SC will direct the instructor candidate on further steps. If the candidate needs to complete a second solo review, the qualified reviewer may opt to charge for the review using the same pricing listed in the contracting expectation section of this document.

• Exceptions: Any changes or discrepancies to these processes will be reviewed by the OIS- SC or OIS-EC.

Fast Pass Candidates: Candidates who show exceptional understanding and ability to teach physical skills and modules by the end of the instructor candidate workshop may be given a faster way to move through their candidacy. A Fast Pass candidate only needs to complete 2 co-trainings. Both co-trainings are evaluated as a solo review, conducted by a certified solo evaluator. If the candidate does meet the criteria for passing, they will revert to the original process of one (1) observation, two (2) co-trainings, and a passing solo review.

Non-Teaching Candidates: Non-teaching candidates do not complete observations, co-trainings, or a solo review. Instead, they must pass the Physical Skills Grading Rubric with at least a 90% proficient score with a master or mentor within 6 months of the instructor workshop.

EXTENUATING CIRCUMSTANCES: There may be situations that arise which make it difficult to complete observations or co-trainings every two months. In these situations, it is the candidate’s responsibility to notify the OIS-SC in writing through the OIS Data Coordinator to request a time extension. The candidate should include a brief explanation as to why the timeline cannot be met, what parts of the process have been completed, a detailed plan that demonstrates how they will complete the certification process in the extended time limit and include dates the candidate has scheduled to complete any required observations or co-trainings. The OIS-SC vote to determine if the candidate will be granted the extension.

CONTRACTING LIMITS FOR INSTRUCTORS

An OIS instructor can contract with an agency to conduct OIS workshops, or they may host an OIS workshop. To ensure OIS is accessible and not cost prohibitive, the OIS Project has placed limits on participant fees.

General, Intermediate, or Advanced level workshops If hosting, where the OIS instructor collects fees from individual participants, the cost caps are as follows:

• Master endorsed instructor may charge up to: $127 per participant.

• Mentor endorsed instructor may charge up to: $117 per participant.

• OIS instructor (without master or mentor endorsements) may charge up to: $100 per participant.

If the OIS instructor contracts with an agency, the instructor can contract at a flat rate for a workshop with up to 12 participants or 18 participants. (If charging the agency for 18 participants, the instructor still needs to follow the guidance on teaching physical skills in the Conducting a Workshop section of this document.)

• Master endorsed instructors may charge up to: $1524 for 12 participants or $2286 for 18 participants

• Mentor endorsed instructors may charge up to: $1404 for 12 participants or $2106 for 18 participants

• OIS instructors (without master or mentor endorsements) may charge up to: $1200 for 12 participants or $1800 for 18 participants

Recertification or Basic level workshops If hosting, when the OIS instructor collects fees from each participant, the cost caps are as follows:

• Master endorsed instructor may charge up to: $92 per participant.

• Mentor endorsed instructor may charge up to: $82 per participant.

• OIS instructor (without master…