DETERMINANT vs. EXCLUSIONARY FACTORS
A determinant factor is the primary cause directly contributing to a specific outcome or condition. Under IDEA, the determinant factor for special education eligibility must be the student's disability.
Exclusionary factors, such as inadequate instruction or limited English proficiency, must be ruled out as the primary cause of a student's academic or behavioral challenges before identifying a disability.
Does Your Eligibility Determination Process Look Like This?

If it Does, Ugh, We Need to Talk.
Without Documentation, There's an Assumption it Might Be!
Legal Requirement
The team determining a student's eligibility (initial or continued) must ensure that none of the following are the primary determinant factors:
Lack of appropriate instruction in reading, including its essential components.
Lack of appropriate instruction in math.
Limited English proficiency.
Why?
To ensure a student's difficulties are not primarily caused by external or non-disability-related factors, preventing misidentification of a disability when other issues are the root cause.
How is Compliance Determined?
The eligibility determination report must explicitly address exclusionary factors. Compliance is assessed by reviewing the report to ensure the team considered all exclusionary factors before identifying the student as having an exceptionality.
When Does This Apply?
For initial or continued eligibility decisions, the evaluation/eligibility report must document that the team examined and ruled out exclusionary factors.
If a 3-year reevaluation is waived, compliance must be demonstrated in the most recent evaluation conducted before the decision to waive the reevaluation.
Evaluating Exclusionary Factors in Eligibility Decisions
Determining a student’s eligibility for special education requires ruling out external factors, such as inadequate instruction or limited English proficiency (LEP), as the primary cause of their challenges. This process relies on comprehensive data collection, and collaboration among a multidisciplinary team to ensure decisions align with legal and professional standards.
Accurate evaluation begins with data from diverse sources. Academic records reveal patterns in the student’s performance, including attendance and language proficiency issues. Observations across settings provide context for the student’s behavior and engagement, while interviews with parents, teachers, and the student should explore potential influences beyond a disability. Standardized assessments and progress monitoring data further clarify the nature of the student’s difficulties.
A lack of appropriate instruction can be examined by reviewing attendance and instructional records to confirm access to high-quality, evidence-based teaching in reading and math. Data from interventions through Multi-Tiered Systems of Support (MTSS) can help establish whether the student benefited from targeted support.
LEP requires a focused assessment. The team may assess the student’s proficiency in both their native language and English, comparing their performance with peers from similar linguistic backgrounds. Bilingual experts may be involved to ensure accurate interpretation of language-related data.
Differentiating a disability from external factors requires contextual data. For instance, comparing the student’s performance to peers with similar backgrounds helps identify whether challenges are unique to the individual. Progress monitoring data from targeted interventions is critical—failure to progress despite appropriate instruction may suggest a disability. Temporary or situational influences are ruled out by documenting that challenges are persistent and not due to short-term factors.
Finally, the multidisciplinary team integrates all collected data to make an informed determination. By thoroughly examining exclusionary factors, the team ensures an accurate identification of whether a disability is the primary cause of the student’s challenges and determines the most appropriate support plan.
Can the Team Rely on a General Statement or Check Box?
While eligibility decisions under IDEA must be individualized so cannot use generic statements, it's common for data to show that exclusionary factors aren't relevant. As a result, the rationale provided may be similar across cases, but it must still directly address each student's unique circumstances.
"These Reports Reused the
Same Generic Statements!"
"These Reports have
Individualized Statements!
Sample Statements - Exclusionary Factor Ruled Out
Lack of Appropriate Instruction in Reading or Math
"The evaluation team reviewed the student's educational history, including attendance records and instructional data, and determined that the student has received consistent, high-quality instruction in both reading and math. Progress monitoring data indicate that the student has had access to evidence-based interventions delivered with fidelity. Therefore, lack of appropriate instruction is not the primary determinant of the student's difficulties in academic achievement."
Limited English Proficiency - Native English Speaker
"The student speaks only English as their primary and native language, as confirmed through parent interviews and school records. There is no evidence of limited English proficiency impacting the student’s ability to access the curriculum or perform academic tasks. Therefore, limited English proficiency is ruled out as a determinant factor for the student’s academic challenges."
Limited English Proficiency - English Language Learner
"The student’s proficiency in both English and their native language was assessed. Results indicate that the student possesses sufficient fluency in English to access academic instruction without significant language-related barriers, ruling out limited English proficiency is as a determinant factor to the student’s challenges."
Sample Statements - Exclusionary Factor Relevant
Lack of Appropriate Instruction in Reading or Math
"The evaluation revealed that the student has not received consistent instruction in reading due to frequent school absences. Progress monitoring data show that the student has made progress when provided structured reading support, indicating that the primary determinant of their academic difficulties is a lack of appropriate instruction."
Limited English Proficiency
"Assessment results indicate that the student’s limited proficiency in English is impacting their ability to perform at grade level in academic tasks. Performance on assessments in the student's native language is within the expected range, and observed difficulties are primarily associated with challenges in English language acquisition."
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