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Incorporating Contextual Information in Standard Setting Gary W. Phillips, VP, American Institutes for Research Vince Verges, Assistant Deputy Commissioner, Florida Irene Hunting, Deputy Associate Superintendent, Arizona James Wright, Director, Office of Curriculum and Assessment, Ohio June 20, 2016 2016 CCSSO/NCSA June 2016 Copyright © 2016 American Institutes for Research. All rights reserved.

Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Page 1: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

Incorporating Contextual Information in Standard SettingGary W. Phillips, VP, American Institutes for ResearchVince Verges, Assistant Deputy Commissioner, FloridaIrene Hunting, Deputy Associate Superintendent, ArizonaJames Wright, Director, Office of Curriculum and Assessment, Ohio

June 20, 20162016 CCSSO/NCSA

June 2016

Copyright © 2016 American Institutes for Research. All rights reserved.

Page 2: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

AIR

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Page 3: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

AMERICAN INSTITUTES FOR RESEARCH

What is Contextual Information in Standard Setting?• Data used to inform panelist decisions above and beyond

the content standards, performance level descriptions and the test items

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Impact Data• State item P-values • Item Maps using Response Probabilities (RPs)• Overall state inverse cumulative percentages• State inverse cumulative percentages by demographic

subgroup

4

PG1

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Slide 4

PG1 Phillips, Gary, 6/9/2016

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Articulation• Use student frequency distributions to smooth cut-scores

across grades• Use vertical scale to smooth cut-scores across grades

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Page 7: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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National Benchmarks• ACT/SAT• NAEP• National Norm-Referenced Tests

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Page 8: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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International Benchmarks• PISA

– Three year cycle (2012, 2015, 2018)– Reading, Mathematics & Science– Age 15

• TIMSS– Four Year cycle (2011, 2015, 2019)– Mathematics and Science– Grades 4 & 8

• PIRLS– Five year cycle (2011, 2016, 2021)– Reading Literacy– Grade 4

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Page 9: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Benchmarking Methodology

• Linking–Item Calibration

» Common item linking (e.g., PISA in Delaware, Hawaii and Oregon, 2015)

–Equipercentile» Randomly equivalent groups (e.g., comparing state standards to

SBAC and PARCC standards, 2016)

–Statistical Moderation»Randomly equivalent groups (e.g., comparing state

standards to TIMSS standards, 2010)

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Page 10: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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When is Contextual Information Important?• When you are trying to reach a policy goal• The earlier you introduce contextual information into the

standard setting workshop the more it is likely to influence the outcome

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Page 11: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Literature• Ferrara (2005). Vertically Articulated Performance

Standards (special issue of Applied Measurement in Education)

• McClarty, Way, Porter, Beimer and Miles (2012). Evidence-Based Standard Setting (Educational Researcher)

• Phillips (2011). The Benchmark Method of Standard Setting. In Gregory J. Cizek (ed.), Setting performance standards (2nd edition). New York: Routledge

• Phillips, G. and Jiang, T. (2015) Using PISA as an International Benchmark in Standard Setting. Journal of Applied Measurement, 16(2):161-70

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Page 12: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

Florida

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Page 13: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Florida Standards Assessment (FSA)

• Implemented in spring 2015 (baseline administration)• Assessments administered:

• Grades 3‐10 English Language Arts (includes text‐based writing)

• Grades 3‐8 Mathematics• Algebra 1 EOC• Geometry EOC• Algebra 2 EOC

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Standard Setting: A Multi-Stage Process

Page 15: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Four Rounds of Educator Panel Judgment

• Initial judgment based on test content and Achievement Level Descriptors (round 1)

• Articulation – how cut scores appear across grades in Grades 3-10 ELA and Grades 3-8 mathematics (round 2)

• Impact data – how many students would be in each achievement level, and how subgroups would perform based on recommended cut scores (round 3)

• Benchmarking – how students would compare on FSA vs. international assessments (round 4)

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Standard Setting ProcessAchievement Level Policy Definitions

• Achievement Level Policy Definitions – describe student achievement of Florida Standards at each achievement level

Level 1 Level 2 Level 3 Level 4 Level 5Students at this level demonstrate an inadequatelevel of success with the challenging content of the FloridaStandards.

Students at this level demonstrate abelowsatisfactory level of success with the challenging content of the Florida Standards.

Students at this level demonstrate a satisfactory level of success with the challenging content of the Florida Standards.

Students at this level demonstrate an above satisfactory level of success with the challenging content of the Florida Standards.

Students at this level demonstrate mastery of the most challenging content of the Florida Standards. 

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Individual and Group-Level Stakes• Individual

– To be promoted, Grade 3 students must score at or above Level 2 on ELA (“good cause” exemptions exist, however)

– Students must score at or above Level 3 on Grade 10 ELA and Algebra 1 EOC to graduate (retakes and alternative assessments provided for)

– EOCs count as 30% of course grade

• Group– School grades, which include learning gains, acceleration, and improvement of

performance of lowest 25% of students– School recognition dollars– District grades (based on school grades)– Teacher evaluation (Value-added Model, scores count at least 33% toward

evaluation)

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ELA – Round 1 (Test Items & ALDs)

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ELA – Round 2 (Articulation)

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ELA – Round 3 (Impact Data - % in each Level; Subgroup Performance)

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ELA – Round 4 (Benchmark to National/Int’l Tests)

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ELA – Reactor Panel (Educator Panel + Policy Considerations)

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Page 23: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Mathematics – Round 1 (Test Items & ALDs)

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Mathematics – Round 2 (Articulation)

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Page 25: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Mathematics – Round 3 (Impact Data - % in each Level; Subgroup Performance)

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Page 26: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Mathematics – Round 4 (Benchmark to National/Int’l Tests)

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Page 27: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Mathematics – Reactor Panel (Educator Panel + Policy Considerations)

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Page 28: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Math EOCs – Round 1 (Test Items & ALDs)

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Page 29: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Math EOCs – Round 2 (Pseudo-Articulation)

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Page 30: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Math EOCs – Round 3 (Impact Data - % in each Level; Subgroup Performance)

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Page 31: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Math EOCs – Round 4 (Benchmark to National/Int’l Tests)

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Page 32: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Math EOCs – Reactor Panel (Educator Panel + Policy Considerations)

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Page 33: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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What Florida Educator Panelists Said

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How important were the following factors in your placement of the bookmarks?

Very Important

Somewhat Important

Not Important

Achievement Level Descriptions (ALDs)

84% 14% 2%

External benchmark data 37% 53% 10%Feedback data 77% 23%Impact data 70% 29% 1%

Page 34: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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What Florida Educator Panelists Said

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Strongly Agree

Agree DisagreeStrongly Disagree

The feedback on cut scores was helpful in my decisions regarding placement of my bookmarks.

74% 24% 1%

I found the panelist feedback data and discussion helpful in my decisions about where to place my bookmarks.

83% 17% <1%

I found the impact data and discussion helpful in my decisions about where to place my bookmarks.

69% 28% 3%

I made my recommendations independently and did not feel pressured to set my bookmarks at a certain level.

82% 17% 1%

I believe that the recommended cut scores represent the expectations of performance for the students of Florida.

71% 29% <1%

Page 35: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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What Florida Reactor Panelists Said

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Usefulness of the following used during the Reactor Panel meeting.

Not at all

useful

Somewhat useful

Very useful

Reviewing external data 25% 75%Reviewing the standard-setting process used by the Educator Panel

6% 94%

Reactor Panel discussions 100%

Page 36: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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What Florida Reactor Panelists Said

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How important was each of the following factors in rendering your judgments?

Notimportant

Somewhatimportant

Very important

The description of Achievement Level Descriptions 25% 75%

Reactor Panel discussions 6% 94%

External data100%

Impact data 19% 81%

Alignment of cut points across grades/subjects25% 75%

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Arizona

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Page 38: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Prior AZ Performance Standards• AIMS Performance Standards were not aligned to College

and Career Ready Expectations and not comparable to other tests

• Achieve.org identified Arizona as one of the states with the largest gap (more than 40 percentage points) between state proficiency levels and the state’s NAEP proficiency levels

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Page 39: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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New AZ Performance Standards• Expected to measure College and Career Readiness, per

law– Arizona Revised Statutes 15-741.01 (D)

Any additional assessments for high school pupils that are adopted by the state board of education after November 24, 2009 shall be designed to measure college and career readiness of pupils

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Page 40: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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New AZ Performance Standards• Expected to measure College and Career Readiness and

provide comparability, per policy– State Board of Education’s Key Values for new Statewide Assessment

(2014)» Measure student mastery of the Arizona standards and progress toward college and career

readiness» Allow meaningful national or multistate comparisons of school and student achievement

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Page 41: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Challenge• Cut scores recommended by Standard Setting panelists

go to State Board of Education for adoption• Previously, State Board of Education has been criticized

when it altered cut scores proposed by Standard Setting panelists

• Establish a standard setting process that would result in recommended cut scores aligned with the Board’s stated expectations and could be adopted without revision

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Page 42: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Strategy• Include contextual information in the Standard Setting

process that provide panelists with benchmark information related to college and career readiness and comparability

• Primary consideration for panelists should still be the match between Performance Level Descriptors and the content of the test

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Page 43: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Contextual Information• Approximate performance standards for the following were

included at appropriate grades– AIMS (AZ’s previous academic assessment)– Smarter Balanced– NAEP – PISA – ACT college ready

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Standard Setting Model• Standard Setting panelists were instructed to place their

bookmarks based on test content and their “just barely” Performance Level Descriptors

• Contextual information provided in the Ordered Item Booklet indicating the general neighborhood where performance standards likely reside

• Contextual information was always available (from Round 1 onward)

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Use of Contextual Information• Was the contextual information useful to the panelists? • Did they rely primarily on the contextual information to

make their bookmark decisions?• Did they feel coerced into placing their bookmarks based

on the contextual information?

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What Panelists Said

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What Panelists Said

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What Observers Said• Arizona invited three independent observers to attend

Standard Setting who had full access to all panelists and ADE and vendor staff

• The following are some excerpts from their report to the State Board of Education

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Page 49: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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What Observers Said• Teachers were trained to make decisions based on the

Performance Level Descriptors and the content students are supposed to know. They were guided by the Board’s goals of having tests that can be compared to other assessments that reflect college and career readiness.

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What Observers Said• (Teachers) were not told that the cut scores have to be at

cut points for other tests but they were there for context. In the training they were told “Your decision should be based on your professional opinion. The related tests are to give you a context for your choice.”

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Page 51: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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What Observers Said• The cut points were set based on teacher judgment, and

the final decision was theirs. The directions and training made that clear to the teachers.

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Results• AzMERIT Performance Standards are quite consistent with

relevant ACT college ready, and the NAEP and Smarter Balanced proficient, benchmarks

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Page 53: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Results• Arizona is a “Top Truth

Teller in 2015 for having a proficiency score within five percentage points of NAEP in eighth-grade math.” – HonestGap.org

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Ohio

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Performance Level Setting• Purpose of Performance

• Level Workshop

Recommend four performance standards to differentiate the five performance levels for state board consideration

Page 56: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Performance Level Setting

• Ohio Revised Code requires State Board to set scores for 5 levels:

• An advanced level of skill;• An accelerated level of skill;• A proficient level of skill;• A basic level of skill; or• A limited level of skill

Page 57: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Performance Level Setting• Training for Panelist

Take the Assessment Review Student Population Review Performance Level Descriptors Discuss concepts of the book mark method Discuss concept of a student “just barely” in

each performance level

Page 58: Incorporating Contextual Information in Standard Setting...– Three year cycle (2012, 2015, 2018) – Reading, Mathematics & Science – Age 15 • TIMSS – Four Year cycle (2011,

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Performance Level Setting

• Ordered Item Booklet

Collection of test items ordered from easiest to most difficult

Each page corresponds to a level of achievement

Panelist used to recommend minimum level of achievement for each level

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Performance Level Setting• Benchmark Data Provided

Assessment Consortium performance levels (SBAC and PARCC)

NAEP performance standards for grades 4 and 8 and interpolated for grade 6

ACT for High School End of Course tests Ohio previous OAA and OGT assessments

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Performance Level Setting• Workshop Panelists

Reviewed and took the test Received training in performance setting

process Two rounds of performance level setting Table leaders reviewed vertical articulation Completed workshop evaluation

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Performance Level Setting

• State Considerations

• Graduation Requirements• Third Grade Reading Guarantee• State Report Cards• Growth measures